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FMS Events

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

More events are coming soon!

Access recordings and resources from past events.
DateDescriptionEvent Materials
May 8, 2025

Information Session: Responsible Purchasing at Stanford

Helpful for: Purchasers of goods and services

  • An overview of responsible purchasing, which means considering a range of options when purchasing goods and services, actively including positive environmental and community impact in the total value of the purchase.
  • Responsible purchasing considerations and tools for each part of the purchasing process, emphasizing the benefits of:
    • Reuse before purchasing new
    • Considering how a product is manufactured
    • Criteria to look for in a supplier
    • How it is transported/shipped
    • How it will be disposed of or recycled
  • Question-and-answer session

(Sign in with your SUNet ID to access these materials.)

Presentation slides

Session recording

April 3, 2025

Information Session: Stanford Easy Pay for visitor reimbursement and honoraria payments

  • Overview of Stanford Easy Pay
  • The preparer and approver experience, and how Stanford Easy Pay is integrated with ERS
  • The payee/visitor experience
  • How Stanford Easy Pay is integrated into existing OBI reports
  • Related resources
  • Question-and-answer session

(Sign in with your SUNet ID to access these materials.)

Presentation slides

Session recording 

March 4, 2025

Information Session: Stanford Travel Program Updates and Enhancements

Helpful for: Stanford travelers and travel arrangers

  • Stanford Travel team updates
  • Stanford Travel Program enhancements, including updated Fingate resources
  • Review of Stanford Travel booking options and benefits, including Egencia guest templates
  • Tour of new Stanford Travel Connect portal
  • Live question-and-answer session

(Sign in with your SUNet ID to access these materials.)

Presentation slides

Session recording

February 27, 2025

Information Session: Improvements to Processing Reimbursements and PCard Transactions

Helpful for: ERS transaction preparers and approvers, PCard transaction verifiers and approvers.

  • Greatly streamlined and simplified ERS beneficiary process
  • User experience updates to the PCard Module and ERS
  • Live question-and-answer session.

(Sign in with your SUNet ID to access these materials.)

Presentation slides

Session recording

November 21, 2024

Information Session: Preparing for Winter Closure

Helpful for: ERS transaction preparers and approvers, PCard/TCard cardholders and approvers.

  • Preparing for winter closure:
    • Card Services: Preventing fraud on your PCard or TCard
    • Business Expense: key transaction deadlines and reminders
  • Recent Business Expense enhancements
  • Overview of key pages on Fingate
  • Question-and-answer session

(Sign in with your SUNet ID to access these materials.)

Presentation slides

Session recording

October 28 -
November 1, 2024

FMAlite Program (hybrid)

Helpful for: all campus members wishing to gain a fundamental understanding of risk and control.

  • 3 Core content sessions
    • 10/28: Develop a foundational understanding of finance, accounting concepts, and business drivers.
    • 10/29: Participate in a real-world case study of a recent event involving risks and controls and apply the learnings to your role.
    • 10/30: Engage in discussions with a senior financial leader and FMA program alumni to explore program benefits.
  • LEGO Activity
  • Lab Tour
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

  • Categories of non-SU payee records and available transaction types
  • Purchase methods that do not require setup
  • The non-SU payee request and setup process
  • Recent improvements to the Supplier/Payee Request form
  • Common supplier/independent contractor (IC) setup scenarios and corresponding guidance
  • Question-and-answer session

(Sign in with your SUNet ID to access these materials.)

Presentation slides

Session recording

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

  • Using the self-service Credit Card Profiles Change Request Tool
  • Guidance on contacting JP Morgan with PCard/TCard questions
  • Managing transactions when a verifier or preparer leaves
  • Preventing force clearing of PCard/TCard transactions
  • Using eReceipts to collect and share receipts
  • Question-and-answer session

(Sign in with your SUNet ID to access these materials.)

Presentation slides (updated link)

Session recording

Last Updated: May 8, 2025

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To troubleshoot, ensure that you: 

  1. Register through the link on this page with your SUNet ID Stanford email (SUNet@stanford.edu).
  2. Are logged into your Stanford Zoom account using single sign-on (SSO), which is required to authenticate your attendee registration.
  3. Use the unique Zoom link you received after registering for the webinar.
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