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
To be notified about future FMS events, subscribe to the Events and Info Sessions mailing list.
Upcoming Events
Currently planning events for 2024!
| Date | Description | Event Materials |
|---|---|---|
| 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 10 a.m. - 11 a.m. |
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 1 p.m. - 2 p.m. |
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 10 a.m. - 11 a.m. |
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:
|
|
| April 5, 2023 |
Office Hour: Stanford Travel Helpful for: Travelers and travel arrangers.
|
|
|
March 22, 2023
|
Office Hour: Business Expense Helpful for: Reimbursement preparers and approvers.
|
|
|
March 9, 2023 noon - 1 p.m. |
Applying the Data: The PCard Efficacy Dashboard
|
|
| March 2, 2023 |
Information Session: Reviewing the Purchase Order Process at Stanford Helpful for: Purchase order preparers and approvers
|
|
| February 8, 2023 |
Information Session: Traveling in the New Year with Stanford Travel Helpful for: Travelers and travel arrangers.
|
| Date | Description | Event Materials |
|---|---|---|
| November 30, 2022 |
Information Session: Business Expense and Card Services
|
|
|
November 9, 2022 |
Office Hour: Managing an Active Contract or Purchase Order at Stanford
|
|
| October 13, 2022 |
Information Session: Stanford Travel and Global Risk Management
|
|
| September 29, 2022 |
Information Session: Overview of the Supplier Setup and Onboarding Process at Stanford
|
|
| September 7, 2022 |
Office Hour: eReceipts
|
|
| August 3, 2022 |
Office Hour: Business Expense
|
|
| July 27, 2022 |
Purchasing Primer: Payment and Card Services (Purchasing Card Focus)
|
|
| June 15, 2022 |
Stanford Travel Forum
|
Live Demonstration: Live Demonstration: Live Demonstration: |
| June 13, 2022 |
Office Hour: Amending a Contract During this event, the Contracts team will briefly review the procurement contracts process at Stanford and spend the rest of the time answering attendee questions on contract amendments. You may also submit your question in advance through this form. |
|
| May 10, 2022 |
Purchasing Primer Series: Reviewing the Purchase Order Process at Stanford The agenda will cover:
|
|
| April 27, 2022 |
Business Expenses: What's New and Important Reminders
|
|
| April 5, 2022 |
Purchasing Primer Series: How to Purchase in Amazon Business and SmartMart Catalog Suppliers
|
|
| March 28, 2022 |
Information Session: SmartMart Contracts Post-Launch
|
|
| March 7, 2022 |
Information Session: SmartMart Contracts Pre-Launch
|
|
| January 26, 2022 |
Information Session: Business Expense and Stanford Travel
|
Note: Use your Stanford email address to access the presentation and recordings (SUNetID or Email Alias @stanford.edu) |
| December 2, 2021 |
Open Office Hour: Business Expense Questions Introduction How this Office Hour is structured Questions and Answer session Survey |
Presentation Note: Use your Stanford email address to access the presentation (SUNetID or Email Alias @stanford.edu) |
| November 10, 2021 |
Business Expense and Stanford Travel Office Hour Three takeaways about the Stanford Travel booking policy Card Services updates Business Purpose basics Recent Business Expense updates Question and Answer session |
Note: Use your Stanford email address to access the presentation and recordings (SUNetID or Email Alias @stanford.edu) |
| May 12-13, 2021 |
Business Expense and Stanford Travel Office Hour Stanford Travel topics: May 12, 9 a.m. - noon
Business Expense topics: May 13, 9 a.m. - noon
|
May 12 Stanford Travel Presentation (without the slides shown between sessions) May 12 Stanford Travel Presentation: slides shown between sessions
Note: Use your Stanford email address to access the presentation and recordings (SUNetID or Email Alias @stanford.edu)
|
| March 18, 2021 |
Office Hour Business Expense updates Travel Card Refresher How to Manage Unused Airline Tickets Question and Answer session |
Presentation Session Recording |
