Current Issues Speaker Handouts

  • Current Risk Issues
    		•  Ed Knollmeyer
  • IT Issues - Business Officers
  • IT Issues - Source Info
    		•  Henry DeVries
  • Foreign Travel Risk Management
    		• Bill Powell
  • Strategies for Success in Your Work
  • 9 Ways to Improve
  • Books suggested by Greg Holliday
    		• Greg Holliday
  • FACILITY ISSUES
    		•  Bob Hutton

    Winter Workshop Handouts - Presenters & Guest Speakers

    see handouts below
    Lee Ann Piano is an engaging speaker and stimulating seminar leader with the ability to MAKE AN IMPACT on audiences everywhere. She draws from over 25 years of professional speaking, sales management, staff training/development and customer service. She is a seasoned professional, polished presenter and world traveler. She has traveled to eighteen countries and has been recognized in the workplace with outstanding leadership performance, achievements in sales and earned a preferred trainer status by one of the top training companies in the country. Lee Ann is committed to helping organizations develop the kind of workplace culture that brings out the best in employees and their leaders.
         		 In order to optimize your organization’s performance as well as your own career as a leader, you must be a visionary, a trailblazer, a communicator, a coach and a diplomat. The world’s most successful leaders are able to focus on the big picture, develop habits of excellence, and uphold high standards while wearing many hats. In this presentation, you will discover how to use your power and influence to achieve goals, stay focused, inspire others and build strong workplace relationships. Visionary leaders are those individuals that have developed specific habits that consistently impact and empower their team and their organization. They have discovered and applied the winning formula: Passion, Preparation, Perseverance, Pursuit, Progress, Possess and Prosperity! You will learn how these seven keys deepen your self-awareness and increase your ability to impact your team in a dynamic way!
    Aaron Beam Jr., the former CFO of HealthSouth, represents both the Great American Success Story and the fall from Wall Street’s pinnacle to prison. His is the story of how something really great went horribly wrong and the price one man had to pay. He hopes that in sharing his perspective, as a key player in one of the biggest corporate frauds in recent history, he can help others avoid looking back on their actions and asking What was I thinking? Why didn’t I just do the right thing? He lectures today to business leaders and the leaders of tomorrow—how to avoid the pitfalls along the road to success by having the moral character to resist pressures to produce profitable earnings statements by any means necessary.
    		Aaron Beam will explain how he and Richard Scrushy founded HealthSouth and grew the company into a NYSE Fortune 500 Company. However, it all ended so badly when the fraud began in 1996 as he was pressured not to disappoint Wall Street’s earnings expectations. At first, only a relatively minor correction was needed, but subsequent quarters required ever-growing misstatements until he resigned a year later. A succession of four more CFOs all participated in the fraudulent overstatements before investigators uncovered the crime. This presentation will describe the corporate culture that allowed the fraud to continue for seven years. Aaron Beam will also discuss how you can spot the signs of ethical collapse in any company and the personal price he paid for his contribution to that culture at HealthSouth.
    Gaining Credibility and Leading Upward (101)
    Deb Snellen, President, Business Class Credibility-can it make a difference for you? You bet it can. Once you are seen as credible, your leadership capabilities increase. This interactive session will talk about what it is, how to gain it, and how to make it work for you, including how to lead upward. We will look at research that provides insight into what competencies we should be using to close the leadership gap that often exists in organizations. Compare your competency strengths to the research and leave with a three-step plan to be a better leader.
    FASB Update and Related Matters (102)
    Leonard T. Eschbach, BKD
  • FASB Update, lease and other
  • ASU 2010-07 FAS 164 Revisited
  • Regulatory Update, Yellow Book
  • A-133 Matters??
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    Governmental Accounting and Reporting (103)
    Charles Tegen, Comptroller, Clemson University Governmental Accounting and Reporting Update-The public higher education environment is constantly changing. This session will provide an overview of recent and anticipated changes of the standard setting bodies that will impact public higher education.
    How Your Communication Style Affects Your Leadership (201)
    Deb Snellen, President, Business Class You may have identified your communication style, but have you thought about the impact that your style has on what you do every day? Your communication style is linked to your mental preferences and those preferences form your capacity to solve problems, make decisions, lead change, communicate your vision, and negotiate. Join in this participative (and fun) session and find out how to become a better leader by using your brain and working with others. You will leave with a checklist to be a better communicator AND a better leader. .
    New Issues with the Internal Revenue Service (202)
    Ted Knapp, Internal Revenue Agent, IRS Learn from a 33 year veteran of the IRS the newest issues of interest to the Internal Revenue Service and the latest current information.
    Developing Integrity, Character and the Right Climate (203)
    Lee Ann Piano, Founder, Noteworthy Training, Inc. Leadership is serious business- or is it? The truth is a fun, friendly, high-energy atmosphere at work definitely makes for happier employees. Employees work harder when they are happier and feel valued by their organization. In this fast-paced workshop, you'll learn techniques for turbo-charging your vision-driven leadership skills to get your employees

  • Generations Working Learning Together
  • Analyzing Personnel Performance Problems
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  • Analyzing Performance Problems
    		•  (301)
    Deb Nelson Dunbar, University Director, Organizational Development, Indiana University People perform or fail to perform for various reasons. In this workshop, you will learn how to figure out why people aren't doing what they should be and, more importantly, what you can do about it. For every performance problem there is a logical sequence of questions to ask yourself in order to identify the real problem. We will:
  • Describe performance discrepancies
  • Use a model to explore causes of performance discrepancies
  • Learn how to select a solution
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    Tax Updates for Higher Education (302)
    Mary Rauschenberg, Tax Director, Deloitte Tax LLP This session will discuss emerging tax issues related to colleges and universities; take a tour of the IRS Interim Report on the College and University Compliance Check, and discuss the status of the follow-up audits. An update on various legislative matters will be provided, including delisting of cell phones, status of form 1099 reporting requirements, and a discussion of other tax news from the past year that will impact both public and private colleges and universities.
    Ways Women Sabotage Their Careers
    Ways Women Sabotage Their Careers Handouts    		 (303)
    Brenda Bailey-Hughes Sr. Lecturer, Kelley School of Business, Indiana University External and systemic barriers to career success are very real for women. We want to be certain that we don't complicate the already murky waters of advancement by sabotaging ourselves. Identify self-behaviors that may be potentially limiting you in your journey!
    Leading Across Generations (401)
    Deb Nelson Dunbar, University Director, Organizational Development, Indiana University Leading in today's diverse work environment is both a rewarding and challenging experience. Never before, have four generations worked side-by-side in the workplace. This seminar will focus on understanding differences among generational groups as they relate to the workforce. The material and activities are designed to help leaders become more effective in working with a variety of generational groups in order to create synergy and develop productive working 12 relationships.
    Employment Law Update (402)
    Melanie Gurley Keeney, Founding Shareholder, Tueth, Keeney,
    Cooper, Mohan & Jackstadt, P.C.
    This session will cover recent developments in employment law and suggestions for lowering risk of costly litigation.
    Influencing Others
    Influencing Others Handouts     		(403)
    Brenda Bailey-Hughes Sr. Lecturer, Kelley School of Business, Indiana University Begin to notice how often you attempt to influence others-you attempt to get compliance on certain issues, you want to align others with your organizational priorities, you want people to submit necessary documentation in a timely manner-and the list goes on and on. In this session we will practice proven strategies for enhancing your influencing skills.
    Tug-of-War No More, Effective Leadership (501)
    Cherie Simmons, Professional Training and Coaching
    Effective active Leadership is Different than Management or Coping or Yelling or...so let’s learn how to BE effective leaders! We’ll learn about pull leadership (versus the common push leadership) and how to be the person people actually will follow.
    How to Get Noticed-In a Positive Way (502)
    Dawn New Lecturer, Kelley School of Business, Indiana University You cannot NOT communicate. Whether intentional or not, you are constantly sending micro messages to the people around you. How are others reading you? Are you communicating the impression you want to send? In this workshop, you will increase self-awareness and learn how to manage nonverbal and verbal signals. You will leave knowing how to project a more professional, positive image of yourself.
    Going Green Doesn't Have to be Sexy (503)
    CACUBO Best Practices Award, Michael Mayher and Bert Diehl Sr. Vice President for Administrative Services & Treasurer Director for Facilities Management Lakeland Community College Mike has receive the 2009 Green Jobs and Innovation Award from the Ohio Environmental Council as a leading advocate for energy efficiency within the University System of Ohio. Through his energy and sustainability efforts, Lakeland Community College received the 2010 Bellwether Award, which recognizes community colleges that are at the forefront of innovation in the U.S. and Canada. He recently received the 2010 Best Practices Award from CACUBO in recognition of the College's Energy Management program. This session will highlight some of the school's accomplishments in energy conservation and sustainability efforts.
    Budgeting (504)
    Kathleen McNeely & Camy Broeker, Associate VP of Finance and Exec. Dir. of Financial Mgmt Services Associate VC for Finance, Indiana University Purdue University, Indianapolis This session will cover budgeting basics including an explanation of budgeting and why it is important along with identifying major sources of revenues and expenditures in higher education budgets as well as the link to the academic mission of the institution.
    If You'd Just Do It My Way (601)
    Cherie Simmons, Professional Training and Coaching Wouldn't it be great if everyone WOULD just do it the way we want? In this session, we work on Techniques for Teams to Work Together Effectively because the reality is we each have different approaches, strengths and weaknesses. We'll learn how to make these work together instead of against each other.
    People Skills Toolkit (602)
    Dawn New, Lecturer, Kelley School of Business, Indiana University Using the proper tool is the best way to ensure positive results while minimizing risks. By learning to use the proper people skills tool, you will be able to build rapport and connect with the different types of workplace communicators. This workshop will provide simple tools to understand others while communicating your message clearly and convincingly. As a bonus, you will also be able to handle situations when you disagree or are in conflict with others!
    How to Close the Door on Financial Aid Shortfalls (603)
    John Edwards, Carla Chance and Marla Moody, Regional VP, Nelnet; Vice Chancellor, St. Louis Community College; Vice President Finance, Ozark Technical College Do your financial aid students have to jump through hoops to cover their financial aid shortfalls? Or, are they creating tuition refund situations by dropping their classes and running o! with their money? In this workshop, these Finance Office professionals will discuss proactive strategies and services to provide convenient services to help your students and their families manage the potential shortfall students face when their financial aid does not cover their account balance or the potential for loss if the college is required to refund student overages prior to reconciling financial aid. Join us for a lively discussion and idea sharing session.
    Fraud and Embezzlement (604)
    Kathleen McNeely, Associate VP of Finance and Executive Director of Financial Management Services Indiana University Colleges and universities have unique fraud risks due to the amount of classified information they deal with on a day-to-day basis. Fraud can significantly impair an institution's financial performance and undermine business objectives. Join us to hear about the risks for fraud that exist in colleges and universities and how those risks can be mitigated. Gather in-sight from others' experiences and receive often overlooked prevention tips that can benefit your organization.
    Pivot Tables-Tool of the Accounting Gods (pptx)
    Pivot Tables-Tool of the Accounting Gods (docx)
    Detail Example for Presentation
    Payroll Data example
    TB    		 (701)
    Karla Mongeon-Stewart, Director of Change Management and Process Improvement North Dakota State University
    Pivot tables have been available in Microsoft Excel for many years. However, with every new version of Office, pivot tables continue to gain functionality and ease.
    Internal Controls and Risk Associated with Downsizing (702)
    Angie Fink Principal UHY Preventing Fraud with Internal Controls-with fraud on the increase, how can your organization prevent and detect fraud? Internal control design and execution is the crucial key to preventing and detecting fraud. In this session, we'll discuss key internal controls for accounting areas with higher risk and discuss ideas for segregating duties to further strengthen controls.
    Benefits of Stored Value Card (703)
    Angela Abernathy and Mary LaGrange V.P. Higher Education Services, US Bank Controller, University of Nebraska-Lincoln Higher education institutions are increasingly adopting stored value or prepaid card programs for a variety of business processes. By reducing the use of checks and cash, benefits include reduced fraud, increased efficiency and lower costs. Join U.S. Bank and the University of Nebraska-Lincoln in a discussion of the various alternatives and considerations for using cards for athletic programs, payments to research subjects, payroll, refund disbursements and a variety of on-demand payment needs. .
    Market Analysis (704)
    Market Analysis Ross Elford Director, Global Liquidity Solutions Bank of America Merrill Lynch Examination of the current environment and anticipated trends in the financial markets. Emphasis on the economy, Federal Reserve, fixed-income investing, portfolio strategies and regulations.