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

Tue Mar 4 15:32:45 PST 2025

[Sent from outside SBCTC]

Forwarding—

Please select the attachment titled ‘Webex_meeting.ics’ to add to your calendar 😊

See you in the session on 5/5, Cinco de Mayo!

Kelly Forsberg
ctcLink Functional Trainer | Financial Aid

-----Original Appointment-----
From: Cisco Webex <messenger at webex.com>
Sent: Thursday, February 20, 2025 2:46 PM
To: Cisco Webex; ctclinksme_stufin at lists.ctc.edu; bar at lists.ctc.edu; Alec Risk
Subject: FA/SF/FIN Cross-Pillar Training: End to End Reconciliation
When: Monday, May 5, 2025 1:00 PM-3:00 PM (UTC-08:00) Pacific Time (US & Canada).
Where: https://sbctc.webex.com/sbctc/j.php?MTID=m76e674c7d838bc650fac5407ff1085fc

[Sent from outside SBCTC]

[Sent from outside SBCTC]

Good Afternoon,

Please join us for the FA/SF/FIN Cross-Pillar Training: End to End Reconciliation<https://www.sbctc.edu/calendar?trumbaEmbed=view%3Devent%26eventid%3D180346721> on May 5th, 2025 from 1pm to 3pm.

In this knowledge-sharing session, the SBCTC Financial Aid, Student Financials, and Finance Teams will provide reconciliation resources and tips.

Objectives:

  *   FA/SF/FIN - Understand the high-level flow of the cross-pillar (FA/SF/FIN) end-to-end reconciliation process
  *   FA - Demonstrate a sample interdepartment reconciliation worksheet college users can use/build off of to track expenses, revenue, and variances
  *   FA - Understand the available reports and queries in the Fund Management Guide that should be run on weekly, semi-monthly, and monthly basis
  *   FA - Understand the high-level process in FA concerning 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 the available SF queries and how to reconcile them
  *   FIN - Review of GL Account Guidance / Resources
  *   FIN - Understand How SF Data Processes into Finance
  *   FIN - Review SF/GL Reconciliation Queries
  *   FIN - Reimbursement/Drawdown Best Practices

Presenters/Facilitators: Kelly Forsberg, Financial Aid Functional Trainer; Alec Risk, SBCTC Student Financials Functional Trainer; Karen Ebert, Finance Functional Trainer
Contact Name: Alec Risk
Contact Email: arisk at sbctc.edu<mailto:arisk at sbctc.edu>

This session will be recorded and added to the ctcLink Pillar Work Session Information Canvas Course under the Cross-Pillar Work Sessions (2024-2025). Please note, in order to access Training Recordings, the specific Canvas Course needs to be completed. You can register for SBCTC Canvas Courses through the Accessing ctcLink Courses on Canvas<https://www.sbctc.edu/colleges-staff/it-support/erp-support/ctclink-training/accessing-courses-on-canvas#:~:text=ctcLink%20Canvas%20Course%20Enrollment,in%20their%20personal%20Canvas%20dashboard.> page.

The law requires consent prior to recording a person’s participation in an event. Your participation in this video conference (training) equals consent to be recorded, as required by law. If you do not consent to being recorded but choose to participate, please turn your camera off and use the chat feature to interact with the other participants.

SBCTC is committed to providing equal access to its programs and events for individuals with disabilities in accordance with the ADA and section 504 of the Rehabilitation Act. Submit accommodation requests to event organizers as soon as possible.

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>

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

Join meeting<https://sbctc.webex.com/sbctc/j.php?MTID=m76e674c7d838bc650fac5407ff1085fc>

More ways to join:

Join from the meeting link
https://sbctc.webex.com/sbctc/j.php?MTID=m76e674c7d838bc650fac5407ff1085fc

Join by meeting number
Meeting number (access code): 2661 301 4429

Meeting password:
QPnPsMiC643

Tap to join from a mobile device (attendees only)
+1-415-655-0002,,26613014429##<tel:%2B1-415-655-0002,,*01*26613014429%23%23*01*> US Toll
+1-206-207-1700,,26613014429##<tel:%2B1-206-207-1700,,*01*26613014429%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=m1e403aae75b1e8a76e7c0eff07a065b6>

Join from a video system or application
Dial 26613014429 at sbctc.webex.com<sip:26613014429 at sbctc.webex.com>
You can also dial 173.243.2.68 and enter your meeting number.

If you are a host, click here<https://sbctc.webex.com/sbctc/j.php?MTID=ma59666784b6a701d50cf40afc135fee8> to view host information.

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

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