Resource

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

Date	Description	Event Materials
May 14, 2026 10-11 a.m.	Information session: Making your funding go further Helpful for: Employees who manage funds and make purchases for their team or department. Choosing the best funding source Find and claim unidentified deposits Cost-saving purchasing practices and resources Discounts and benefits through Stanford Travel Live question-and-answer session	Register now

Access recordings and resources from past events.

Date	Description	Event Materials
April 2, 2026	Information Session: Resilient Travel Planning: Mitigating Risk, Managing Costs, and Handling Disruptions Helpful for: Travelers and travel arrangers Global Risk: Actionable guidance and resources for travel during geopolitical unrest Stanford Travel: Guidance on mitigating financial impacts and managing potential trip disruption and cancellations Business Expense: Process for airfare exception cases Live question-and-answer session	(Sign in with your SUNet ID to access these materials.) Presentation slides Session recording
March 6, 2026	Stanford Travel lunch-and-learn Connect with representatives from United and Lufthansa to: Hear the latest updates and travel benefits Participate in a live questions-and-answer session	(Sign in with your SUNet ID to access these materials.) United slides Lufthansa slides Session recording
November 20, 2025	Information Session: Preparing for Winter Close and a Review of Recent Enhancements This event is helpful for: ERS preparers and approvers, PCard/TCard cardholders, verifiers, and approvers Review recent enhancements to simplify Stanford Preparing for winter closure Business Expense: Key transaction deadlines and reminders Card Services: Preventing fraud on your PCard or TCard Live question-and-answer session	(Sign in with your SUNet ID to access these materials.) Presentation slides Session recording
October 30, 2025	Information Session: Stanford Travel Program Updates and Travel Best Practices This event is helpful for: Stanford travelers and travel arrangers Stanford Travel Program overview Recent program updates and enhancements Travel booking best practices Airfare, hotels, and ground transportation Sustainable travel Guest travel Live question-and-answer session	(Sign in with your SUNet ID to access these materials.) Presentation slides Session recording
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

Last Updated: Apr 15, 2026

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