FMS Events

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

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

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Presentation slides

Session recording 

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

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.

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Presentation slides

Session recording

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

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Presentation slides

Session recording

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

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

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