[ctcLinkfinaidsupport] FA/SF/FIN Cross-Pillar Training: End to End Process

Thu Apr 13 10:49:21 PDT 2023

Reminder—

------------------------

Good Morning,

This calendar invite is for a Cross Pillar Training (FA/SF/FIN) on a Reconciliation End-to-End Process held on Monday April 24th, 2023 from 9:00 AM – 11:00 AM.  The delivery of this Cross-Pillar Session is intended to be an end-to-end knowledge sharing session on cross-pillar reconciliation.

Objectives:

  *   (FA/SF/FIN) - Understand the high-level flow of the cross-pillar (FA/SF/FIN) end-to-end reconciliation process
  *   (FA) - Understand the available FA reconciliation queries that should be run on weekly, semi-monthly, and monthly basis
  *   (FA) - Understand the high-level process in FA in regard to what queries and reports to run for varying funding sources
  *   (FA) - Understand the timing in which SAS files are available to use for FA/COD reconciliation
  *   (SF) - Understand how the GL is sent to FIN via SF/SFC journals
  *   (SF) - Understand how Second Journal Sets are created and processed
  *   (FIN) - Understand the differences between “Fund 145 Grant” vs. “Non-Grant” setup
  *   (FIN) Grant vs. Non-Grant Budget Setup which creates the ChartString
Fund 145 Grant Project = SJS Item Type Project Coding
  *   (FIN) - Understand the high-level process in FIN in regards to how data processes into GL
  *   (FIN) - Deciphering data using Queries
  *   (FIN) - Understand the difference between recording a G5 Drawdown Reimbursement using a Billing Invoice/AR Payment vs. manual GL Journal Entry
Audience:  Staff responsible for reconciling financial aid in FA/SF and FIN from awarding, to posting, to G5 or WSAC funds drawdown/return.
This session will be recorded.  The presentation slide deck will be attached to this calendar invite prior to the session delivery.
SBCTC is committed to providing equal access for individuals with disabilities to its programs and events in accordance with the ADA and 504 of the Rehabilitation Act.  Please submit your accommodation request as soon as possible to Alec Risk (arisk at sbctc.edu<mailto:arisk at sbctc.edu>).
Thank you,

[Compass]Alec Risk
M.B.A., M.S.M.L.
Functional Trainer - Student Financials
Washington State Board for Community and Technical Colleges
arisk at sbctc.edu<mailto:arisk at sbctc.edu>

Karen Ebert (SBCTC) is inviting you to the Webex meeting:

When it's time, join the Webex meeting here.

Monday, April 24, 2023
9:00 AM  |  (UTC-08:00) Pacific Time (US & Canada)  |  2 hrs

Join meeting<https://sbctc.webex.com/sbctc/j.php?MTID=m3abd761dc37ebea8330218a9c8325338>

More ways to join:

Join from the meeting link
https://sbctc.webex.com/sbctc/j.php?MTID=m3abd761dc37ebea8330218a9c8325338

Join by meeting number

Meeting number (access code): 2595 069 2417

Meeting password: FINTraining

Tap to join from a mobile device (attendees only)
+1-415-655-0002,,25950692417##<tel:%2B1-415-655-0002,,*01*25950692417%23%23*01*> US Toll
+1-206-207-1700,,25950692417##<tel:%2B1-206-207-1700,,*01*25950692417%23%23*01*> United States Toll (Seattle)

Join by phone
+1-415-655-0002 US Toll
+1-206-207-1700 United States Toll (Seattle)
Global call-in numbers<https://sbctc.webex.com/sbctc/globalcallin.php?MTID=m6c6cc0fd94d728e7348817fc5cf52377>

Join from a video system or application
Dial 25950692417 at sbctc.webex.com<%20sip:25950692417 at sbctc.webex.com>
You can also dial 173.243.2.68 and enter your meeting number.

Need help? Go to https://help.webex.com

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