Stanford Financial Management Services (FMS) offers a range of live office hours and information sessions covering:
- Business Expense and Travel
- Merchant Services
- Payment Services
- Purchasing and Contracts
- Vendor Services
Stanford employees may be automatically notified about future FMS events based on their role or responsibilities. Learn more about updating your communication preferences.
Upcoming Events
Date | Description | Event Materials |
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May 8, 2025 10-11 a.m. | Information Session: Responsible Purchasing at Stanford During this virtual event, the Responsible Purchasing team will cover:
Upon submitting your registration form, the event is automatically added to your calendar. | Register now |
Date | Description | Event Materials |
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April 3, 2025 | Information Session: Stanford Easy Pay for visitor reimbursement and honoraria payments
| (Sign in with your SUNet ID to access these materials.) |
March 4, 2025 | Information Session: Stanford Travel Program Updates and Enhancements Helpful for: Stanford travelers and travel arrangers
Upon submitting your registration form, the event is automatically added to your calendar. | (Sign in with your SUNet ID to access these materials.) |
February 27, 2025 | Information Session: Improvements to Processing Reimbursements and PCard Transactions Helpful for: ERS transaction preparers and approvers, PCard transaction verifiers and approvers.
| (Sign in with your SUNet ID to access these materials.) |
November 21, 2024 | Information Session: Preparing for Winter Closure Helpful for: ERS transaction preparers and approvers, PCard/TCard cardholders and approvers.
| (Sign in with your SUNet ID to access these materials.) |
October 28 - November 1, 2024 | FMAlite Program (hybrid) Helpful for: all campus members wishing to gain a fundamental understanding of risk and control.
| Session Recordings |
July 25, 2024 | Information Session: Reviewing the Non-SU Payee Setup Process at Stanford Helpful for: Preparers of non-SU payee (supplier, independent contractor, and visitor) requests
| (Sign in with your SUNet ID to access these materials.) |
April 17, 2024 | Information Session: Card Services Spring Reset: Tips and tricks to better manage PCards and TCards Helpful for: Purchasing Card (PCard) and Travel Card (TCard) cardholders/custodians, verifiers, preparers and approvers
| (Sign in with your SUNet ID to access these materials.) Presentation slides (updated link) |
Date | Description | Event Materials |
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November 16, 2023 | Information Session: Gift Transaction Reimbursements and PCard Transactions, and Winter Close Prep Helpful for: Transaction preparers and approvers
| (Sign in with your SUNet ID to access these materials.) |
October 25, 2023 | Stanford Travel Forum (on-site) Helpful for: Travelers and travel arrangers
| (Sign in with your SUNet ID to access these materials.) Global Risk and Procurement Services: |
October 11, 2023 | Applying the Data: Managing Aging Transactions Helpful for: PCard/TCard cardholders/custodians, verifiers, and approvers; preparers and approvers of advances and expense requests, and financial managers
| (Sign in with your SUNet ID to access these materials.) |
August 8, 2023 | Information Session: Recent Purchasing Card (PCard) Module Enhancements Helpful for: PCard cardholders/custodians and verifiers, PCard approvers
| (Sign in with your SUNet ID to access these materials.) |
May 11, 2023 | Information Session: Cash and Check Deposit Enhancements Helpful for: Department depositors
| (Sign in with your SUNet ID to access these materials.) |
April 27, 2023 | Applying the Data: The Purchase Order and Related AP Invoices Report Helpful for: Staff with OBI access who are managing or processing invoices and POs.
Note: You must have OBI Reporting access to use this report. We recommend confirming your OBI access prior to April 27 to try out the report before or during the event to inform your questions. | (Sign in with your SUNet ID to access these materials.) |
April 18, 2023 | Information Session: Reviewing the Contracts Process at Stanford Helpful for: Contract preparers. During this virtual event, the Contracts team reviewed the first year of SmartMart Contracts, including:
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April 5, 2023 | Office Hour: Stanford Travel Helpful for: Travelers and travel arrangers.
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March 22, 2023 | Office Hour: Business Expense Helpful for: Reimbursement preparers and approvers.
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March 9, 2023 | Applying the Data: The PCard Efficacy Dashboard
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March 2, 2023 | Information Session: Reviewing the Purchase Order Process at Stanford Helpful for: Purchase order preparers and approvers
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