Another Year of CPE Concludes with Instructor Appreciation

On Wed, April 23, the OUC was pleased to host an Appreciation Event for instructors in our Continuing Professional Education (CPE) Program.

The program provides free CPE credit to the University’s certified public accountants (CPAs), as well as to those with certain other certifications (fraud examiner, etc.). It also offers no-cost professional development and training to employees who are not CPAs.

The annual appreciation event recognizes the significant contributions of more than two dozen individuals who volunteer to teach almost 50 CPE courses. Assistant Vice President/University Controller Robert Kuehler and CPE Program Manager Lisa Vallad highlighted the instructors’ roles and accomplishments and thanked them for their service. Social networking time included a discussion of new course topics as the CPE Program wraps up a highly successful third year and gears up for the start of its fourth.

For additional information about CPE Program courses and schedules, view the CPE Program website at or contact

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Fiscal Year-End InfoPacket Returns

It’s back:

Your guide to FYE do’s and dates.

Handily separated out by topic and timeframe, the InfoPacket provides processing details for assuring appropriate payment or accrual to FY 2014. New this year: expanded detail on what you should expect to see on your financial statements.

On the Finance System Calendar tab at, you’ll find the following guides:

  • Ensuring Posting and Payment in FY 2014
  • Ensuring Accrual to FY 2014: Forms, PVs, and POs
  • Ensuring Accrual to FY 2014: Travel Reconciliation and Procurement Card
  • Accruals and m-Fin Reports: Paper Forms, PVs, and POs
  • Accruals and m-Fin Reports: Travel Reconciliation and Procurement Card

But wait – there’s more FYE info available! Check out the slide presentations and handouts from our recent Continuing Professional Education (CPE) Program courses:

Questions? Contact

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Controllers’ Meeting Agenda: May 19, 2014

The following topics are on the agenda for the May Controllers’ meeting:

Campus updates; ATF Justification; Fund 80 processes; APS 2003-Coordination of Audits; APS 4058-Budget and Finance Reporting; APS 4060-Crowdfunding; CORE update; FIN Upgrade update; CUSP presentations.

Questions on discussion points from this meeting – or any other Controllers’ meeting – should be directed to the appropriate campus controller.


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CUSP 2014 Closes – Prize Determinations Pending

We’ve seen another record year for submissions to the CU Shared Practices (CUSP) recognition program. Please take some time to peruse the 19 postings currently on the CUSP 2014 website (

The CUSP submissions will be presented to the campus controllers and CUSP voting body in May. Awards for the best-of-the-best practices will be announced at an event in June.

Congratulations to all who submitted – regardless of final publication status. Thanks to everyone for all you do to improve business processes at CU.

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OUC Supports Take Your Child to Work Day

On April 25, the children of OUC staff members teamed up with other CU System kids to take part in Take Our Daughters and Sons to Work Day. The Grant Street offices have collaborated in this event for the past several years – and the national event just celebrated its 20th anniversary.

The day began with a continental breakfast and a visit from the Financial Super Heroes. Subsequent events continued the theme of “Money Matters” and were designed to be both fun and educational for participants in all grade levels.

Thanks to Heather Hoyer, OUC’s Procurement Training Specialist & Forms Developer, who joined several other System staff to plan and present the day’s activities.

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