Administrative Development Series (ADS)

ADS: Information Technology Controls

Monday, December 12, 2011 Havasupai Room
Thursday, December 15, 2011 Havasupai Room
Presenter: Wendy Swartz

ADS: Deposit Transmittal and Credit Card Handling

Thursday, July 28, 2011 Havasupai Room
Thursday, August 4, 2011 Havasupai Room
Presenter: Wendy  Brown

ADS: Basics of Fraud

Monday, December 6, 2010 duBois Fremont Room
Thursday, December 9, 2010   Havasupai Room 
Presenter: Wendy Swartz

ADS: Internal Audit Findings - Review of Procurement Policies and Processes

Thursday, September 9, 2010  duBois Fremont Room
Presenters: Carol Luckey, Angela Helmer and Susan Weaverling

ADS: Counterfeit Currency

Thursday, October 15, 2009  Havasupai Room
Presenters: Ken Huffer (US Secret Service) and Wendy Swartz

ADS: Documentation

Monday, February 9, 2009 Adel ITV Room
Tuesday, February 17, 2009 Kaibab Room
Presenters: Anton Ciochetti, Kevin Johnson and Wendy Swartz

ADS: Supplemental Pay

Thursday, November 20, 2008 Havasupai Room
Monday, November 24, 2008 Adel ITV Room
Presenters: Diana LaPier, Susanna Maxwell, Wendy Swartz, Michele Wallace, Marcia Warden

Business/Fiscal Managers Meetings

Wednesday, August 6, 2008

10:00 am - 12:00 noon
Kaibab Room - University Union

Presenters/Topics

Wendy Swartz - Comptroller's Office- Changes to Business Manager's Meetings
Carol Luckey - Denise Downum - Purchasing -Processing Documents and Contracts
Budget Office - update on budgets (State & Locals) and NSTAR
Wendy Brown - University Bursar - Department Deposits
Cathy Snow- Human Resources - how to have a smooth semester start getting new staff on payroll

Tuesday, June 10 2008

Special Meeting Regarding Use Tax

Presenter/Topics

Bob Miest - Use Tax
Angela Uyeno - Use Tax ScenarioPcard Transaction Log ScenarioUse Tax Report Scenario 

Tuesday, May 20 2008

2:00pm - 3:30pm
Havasupai Rooms A and B - University Union

Presenters/Topics

Kevin Johnson and Winnie Ennenga - Grants and Contracts, Sponsored Projects Updates 
Wendy Swartz - ABOR 6-711 "Internal Control Responsibilities", New Auditing Standards
Anton Ciochetti - Re-cap on Fiscal Year End Meeting

Tuesday, February 12, 2008

10:00 am - 12:00 noon
Kaibab Room - University Union

Presenters/Topics

Jessica Fitchett - Budget Office update
Kevin Johnson/Winnie Ennenga - Effort Reporting
Wendy Swartz - Approvals
Sharon Washington/Angela Uyeno - Post review of travel and purchasing card transactions

Tuesday, October 9, 2007

10:00 am - 12:00 noon
Kaibab Room - University Union

Presenters/Topics

Susan Rain - Payroll update
Here are the links to the two new employee checklists Susan Rain referenced:

Kim Beson/Becky McGaugh - Proper recording and disposing of NAU Property
Cheryl Willers - NEW Foundation Accounts Payable Policies
Theresa Lyons - Business Objects reports overview
Wendy Swartz - Follow up on control self assessment questionnaires

Tuesday, April 10, 2007

10:00am - 12:00 noon
Kaibab Room - University Union

Presenters/Topics

Conflict of Interest - Becky McGaugh
PD's - PD does not mean "Payment Document". The need for Purchase Orders - Becky McGaugh
Cash Controls Self Assessment - Wendy Swartz
Supplemental Pay - Forms and Process, Diana LaPier - NAU Human Resources

There will be future meetings on a quarterly or semi annual basis. Stay tuned to the business manager list serve for more information. If you have not subscribed, please click here.