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Thursday, March 7
 

8:00am PST

Registration and Check In
Thursday March 7, 2019 8:00am - 8:45am PST
Event Center Second Floor Atrium

8:45am PST

Welcome
Thursday March 7, 2019 8:45am - 9:00am PST
Grand Hall

9:00am PST

Cybersecurity as a Life Skill
With the rise in cybersecurity attacks on organizations and individuals, developing good cyber safety habits is critical. In this session, cybersecurity expert Ryan Cloutier will provide valuable tips to avoiding the pitfalls of data breaches, phishing, and other types of cybersecurity attacks by developing good digital safety habits. 


Speakers
avatar for Ryan Cloutier

Ryan Cloutier

Principal Security Architect, Sourcewell Technology
Ryan Cloutier is a seasoned IT Security professional with over 15 years of experience, he has held a variety of IT roles during his career including multiple architect and security roles, Ryan has worked on cloud security, Dev-Ops / Sec-Ops methodology, policy, process, audit and... Read More →


Thursday March 7, 2019 9:00am - 10:00am PST
Grand Hall

10:10am PST

eFinance Plus Roadmap
Presenter will provide an overview of the eFinancePLUS Roadmap, including the v5.2 Upgrade, Future v5.3 Release and Gap Analysis.

Speakers
avatar for Rhonda Newton

Rhonda Newton

Business Applications Manager, Sourcewell Technology



Thursday March 7, 2019 10:10am - 11:00am PST
Larpenteur

10:10am PST

Fixed Assets
In this session, presenters will cover setting up Fixed Asset Profiles, creating reference tables, the conversion process, data verification, and working with reports. 

Speakers
CW

Char Wemple

Finance, Sourcewell Technology



Thursday March 7, 2019 10:10am - 11:00am PST
Hamline

10:10am PST

How to Balance Your Payroll and Reduce Manual Checks
Working in a new system with new processes and different reports can make balancing payroll a frustrating task.  Learn what to watch for when balancing your payroll to your 941 and ultimately to your W2’s.  We will look at the reports available, when to run them and how to account for manual checks and void checks done after the pay run is completed.  We will also take a look to see if there is a way to eliminate or reduce the amount of void checks, including types of edits or items to look for while processing our payroll. 

Speakers
avatar for Pam Olson

Pam Olson

Implementation Specialist, Sourcewell Technology
I currently work for Sourcewell Technology where we work with our client districts in the eFinance System. We provide implementation Training and ongoing support for our client districts. Prior to this I worked for an Independent School District in Minnesota as a payroll specialist... Read More →
avatar for Michelle Cosgrove

Michelle Cosgrove

Sourcewell Technology



Thursday March 7, 2019 10:10am - 11:00am PST
Grand Hall

10:10am PST

PELSB Educator Licensure and Certifications
In this session you will hear about what is going on with the Professional Educator Licensing and Standards Board (PELSB) and what to expect in the future.  

Speakers
HY

Hanna Younce

Licensing Executive, Minnesota Professional Educator Licensing and Standards Board (PELSB)


Thursday March 7, 2019 10:10am - 11:00am PST
Lexington

11:10am PST

Finance Tips and Tricks
In this session, participants will get a review of new system and process features with Cognos and eFP.  Topics include changes to processes districts have found to work with eFP and updates on Fund Accounting Cognos reports. 

Speakers
CW

Char Wemple

Finance, Sourcewell Technology



Thursday March 7, 2019 11:10am - 12:00pm PST
Hamline

11:10am PST

How to Set Up and the Benefits of Position Control
Is Position Control right for me?  This session will cover the process and advantages of using position control. Presenters will also cover how to plan and get started using the position control tool. 

Speakers
CW

Carol Weber

Implementation and Training Lead, Sourcewell Technology
I have been with Sourcewell Technology for 6 years. I have been on the training and implementation team since we began rolling out eFinancePLUS in 2017. Prior to joining the Sourcewell Technology team, I had worked in two different districts doing Payroll and Benefits along with... Read More →



Thursday March 7, 2019 11:10am - 12:00pm PST
Lexington

11:10am PST

eFinancePlus 5.2 Demonstration
Join us for a demo of new features available within the eFinancePLUS 5.2 platform and learn how you can begin implementing these in your district.

Speakers
avatar for Michelle Cosgrove

Michelle Cosgrove

Sourcewell Technology


Thursday March 7, 2019 11:10am - 12:00pm PST
Larpenteur

12:05pm PST

Lunch
Thursday March 7, 2019 12:05pm - 1:05pm PST
Grand Hall

1:15pm PST

Budget Preparation
Learn how to use eFinancePLUS Budget Preparation to prepare your Fiscal Year 2020 budget. Learn how to import a FY20 budget from a spreadsheet.

Speakers
avatar for Rhonda Newton

Rhonda Newton

Business Applications Manager, Sourcewell Technology



Thursday March 7, 2019 1:15pm - 2:05pm PST
Hamline

1:15pm PST

ACA Reporting and eFinance Plus
Now that you been introduced to ACA and have heard the advantages to using it, what does this really look like?  Is it really that easy? Come and see what ACA looks like in eFPLUS and how the reports for monitoring function.    

Speakers
avatar for Pam Olson

Pam Olson

Implementation Specialist, Sourcewell Technology
I currently work for Sourcewell Technology where we work with our client districts in the eFinance System. We provide implementation Training and ongoing support for our client districts. Prior to this I worked for an Independent School District in Minnesota as a payroll specialist... Read More →


ACA pdf

Thursday March 7, 2019 1:15pm - 2:05pm PST
Lexington

1:15pm PST

Time and Attendance
Learn from other districts how they have implemented time and attendance.  Veritime, TimeClockPLUS and Employee Timesheets (ETS) /Employee Access Center (EAC) are 3 solutions for tracking time and leave for eFinancePLUS users.  Come and see what they are all about! 

Speakers
JM

John Morstad

Orono Public Schools
NS

Nicole Stegner

Edina Public Schools
avatar for Michelle Cosgrove

Michelle Cosgrove

Sourcewell Technology


Thursday March 7, 2019 1:15pm - 2:05pm PST
Grand Hall

1:15pm PST

Updates from Department of Employment & Economic Development (DEED)
In this session, participants will receive an update from DEED representatives on quarterly unemployment reporting requirements. 

Speakers

Thursday March 7, 2019 1:15pm - 2:05pm PST
Larpenteur

2:15pm PST

eFinance Plus Roadmap
Presenter will provide an overview of the eFinancePLUS Roadmap, including the v5.2 Upgrade, Future v5.3 Release and Gap Analysis

Speakers
avatar for Rhonda Newton

Rhonda Newton

Business Applications Manager, Sourcewell Technology



Thursday March 7, 2019 2:15pm - 3:05pm PST
Hamline

2:15pm PST

HRPay Tips: How to Terminate Employees and Other Tips
 What are best practices for terminating employees in eFinancePLUS?  Inquiring minds want to know.  This session will outline the rules of the software around terminations, including effect on pay rates and deductions.  

Speakers
CW

Carol Weber

Implementation and Training Lead, Sourcewell Technology
I have been with Sourcewell Technology for 6 years. I have been on the training and implementation team since we began rolling out eFinancePLUS in 2017. Prior to joining the Sourcewell Technology team, I had worked in two different districts doing Payroll and Benefits along with... Read More →



Thursday March 7, 2019 2:15pm - 3:05pm PST
Lexington

2:15pm PST

Personnel Budgeting
Personnel budgeting is a module that you can use to project your staffing costs.  Once you have finalized your staffing budget in personnel budgeting, it can be updated into your budget preparation area to complete your budget. Participants in this session will hear from presenters how a specific district has used personnel budgeting and what they have found to be helpful in this process.   

Speakers
avatar for Pam Olson

Pam Olson

Implementation Specialist, Sourcewell Technology
I currently work for Sourcewell Technology where we work with our client districts in the eFinance System. We provide implementation Training and ongoing support for our client districts. Prior to this I worked for an Independent School District in Minnesota as a payroll specialist... Read More →
MH

Matt Hippen

Eden Prairie Public Schools



Thursday March 7, 2019 2:15pm - 3:05pm PST
Larpenteur

3:15pm PST

Finance Round Table
Thursday March 7, 2019 3:15pm - 3:45pm PST
Hamline

3:15pm PST

HRPay Round Table
Thursday March 7, 2019 3:15pm - 3:45pm PST
Grand Hall