When: April 16, 2019
Where: North Ballroom, Catalina Room, and Rincon Room at the Student Union Memorial Center
The 2019 UAccess Symposium brings together University of Arizona staff and faculty who are interested in furthering the use of UAccess systems in their workplace. The Symposium provides a forum to discuss ideas, find resources, connect with colleagues, and learn about best practice approaches.
Registration is open!
We have a whole series of presentations lined up for you, as we have done over the past six years. Your task is to decide among the fantastic offerings and choose those you're most interested in seeing. You won't be able to attend all of the presentations, but we will be recording them all so you can go back and attend them online at your convenience. We'll also be live-streaming, so you can attend from your office if you can't be with us in person. No registration necessary for your telepresence.
Peruse the list below, then click the Register link and get your name on the roster for your favorite presentations! Registrations will only be accepted through April 9th. Register! Register! Register Today!
Presentations and Presenters
Our presenters come from all across campus, and they will be coming to tell you all about their particular business processes or what specific challenge, obstacle, or issue they've successfully addressed in their organization. Each of the presentations will definitely have broad appeal. You just have to decide where your interests lie.
Check In / Registration - 8:00 AM-2:00 PM
Poster Presentation - 9:00 AM-4:00 PM
C'mon out to the Diamond Atrium to peruse our collection of posters. Individuals from UAIR, UITS, and departments from around campus have devised and designed posters to provide information on their processes, with the hope of helping and encouraging you with your own projects and processes. Take a look!
Opening Presentation - 9:00-9:30 AM
Build Relationships with Enterprise CRM | Derek Masseth, Chief Technology Officer, Infrastructure and Foundational Technology, UITS
Constituent Relationship Management (CRM) is a priority in the President’s Strategic Plan, so what is CRM and how will the enterprise system, Salesforce, complement the UAccess systems? Salesforce enables, automates, and tracks communications, and integrates with UAccess data, resulting in a holistic understanding of our relationships and an ability to personalize our constituents’ experiences. Learn more about CRM, hear how other universities are using it to improve student outcomes and constituent engagement, and find out more about UA’s Enterprise CRM strategy and plans.
Mid Morning Sessions - 9:30-10:30 AM
A Gentle Introduction to Adaptive Planning Beginner / Planning
Tara Mysak, Data Solutions Analyst, CALS Administration
This session looks at some simple use cases and basic vocabulary for Adaptive Planning. We will also compare reports in UAccess Analytics to the reports from the Grants and Academic instances of Adaptive Planning.
Transfers Traumatic No More Intermediate / Analytics / Financials
Jennifer Paine, Analyst, Finance and Planning, Eller Administration and
Zoe Ye, Analyst, Finance and Planning, Eller Administration
Have you ever wished that you were anywhere but in your office when it was time to decipher what was happening with cash transfers? We will make transfers and their nuances more approachable in this presentation. We will take you from choosing your object codes and completing transfers in Financials to reading the Transfers Transactions Detail report in Analytics and to set up your own optimized dashboard reports.
Introduction to UAccess Beginner / UAccess
Andrew Wang, Research Administrator, RDI Business Services and
Catherine Zavala, IT Training Specialist, UITS Training Team
This session is the first in a series of sessions designed to introduce new employees, or employees new to their position, to all things UAccess. We will start with the UAccess Portal and training resources, then move on to an overview of Analytics and the best reports to use for specific tasks.
Mid-Morning Break / Vendor Appreciation / Poster Promenade - 10:30-11:00 AM
Be sure to bring a couple of business cards, as there may be a vendor give-away!
Late Morning Sessions - 11:00 AM-12:00 PM
Venture into Collaborative Financial Planning Beginner / Planning
Michiko Pinnington, Finance and Administration Senior Director, UITS and
Brian Berrellez, Business Analytics Manager, CALS Administration
This session covers how to obtain access, introduces help guides, and provides a brief review of getting started with your work in the Academic Instance of Adaptive Planning. We will look at an example of a successful full implementation of financial planning in a collaborative way that engages leaders in an organization.
Fun with Filters in UAccess Analytics Intermediate / Analytics
Maria Swarts, Budget and Financial Analyst, UITS Admin
This session will cover filter basics, creative filtering, the binning tool, and introduce advanced filters using case statements. Although some of this content is appropriate for all user levels, it is most appropriate for intermediate level users.
Program Fee and Differential Tuition Dashboard Intermediate / Student Analytics
Martha Sesteaga, Program Manager, Office of Academic Affairs and
Eddie Caratachea, Business Intelligence Developer, UAIR
Come to this session to learn about the Program Fee and Differential Tuition Dashboard. This dashboard is designed to better assist college administrators (assoc deans, business managers, etc.) in managing funds throughout the year and making the year-end reporting more effective.
Lunch - 12:00-1:00 PM
Early Afternoon Sessions - 1:00-2:00 PM
Getting Started with the Grants Instance of Adaptive Planning Beginner / Planning
Jason Von Fange, Senior Research Administrator, Engineering Administration
This session walks you through a checklist of items you need to be aware of when working with the Grants instance of Adaptive Planning for the first time.
Can You Use UAccess Analytics to Detect Fraud? Intermediate / Analytics
Amanda Perkins, Senior Auditor, Internal Audit and
Neil Galassi, Senior Auditor, Internal Audit
Come to this session to learn about UA's Internal Audit department and what we do. Attendees will have an opportunity to participate in analyzing real-life fraud cases from other universities and discussing possible ways UAccess Analytics data could have been used to detect fraudulent behavior.
GradPath Tips and Strategies for Graduate Coordinators Beginner / Student
Elise Bowler, Office Supervisor, Graduate College Admin
This session focuses on how the Graduate College uses GradPath for automated routing of students forms including a high-level overview of the different forms available. We’ll troubleshoot some common issues such as submitting or modifying a form and understanding why there might be grades missing on a form. Finally, we’ll show you where to find more information including user guides and FAQs.
Mid-Afternoon Break / Vendor Appreciation / Poster Promenade - 2:00-2:15 PM
Be sure to bring a couple of business cards, as there's likely to be at least one vendor give-away!
Mid-Afternoon Sessions - 2:15-3:15 PM
A Deeper Dive into Adaptive Planning Intermediate / Planning
Brian Berrellez, Business Analytics Manager, CALS Administration,
Michiko Pinnington, Finance and Administration Senior Director, UITS,
Tara Mysak, Data Solutions Analyst, CALS Administration, and
Jason Von Fange, Senior Research Administrator, Engineering Administration
We'll go a bit deeper into Adaptive Planning in this session, and will see some live demos of both the Academic and Research instances. This session will also include live demos of creating simple Income and Expense reports.
Automate your Data Cleaning Process with Power Query in Excel Intermediate / Analytics
Nathalia Garay, Business Intelligence Analyst, Housing & Residential Life and
Gabriel Gonzalez, Senior Application Developer, Housing & Residential Life
Do you regularly download Analytics data into Excel but dread the time you spend cleaning it before you can use it? Don't you wish you could just export the data without having to make the same changes again and again? if your answer is yes or if you are simply curious to know an easy and quick way to reshape data, join us in this session to learn how Power Query in Excel can help you automate your data cleaning process.
Leveraging the New Student Subject Areas Intermediate / Student Analytics
Christina Dentel, Business Intelligence Developer, UAIR and
Tamara Noecker, Senior Data Analyst, UAIR
UAIR is proud to share two relatively new Student subject areas: Student Academic Profile and Student Academic Profile - Snapshot. In this session you will learn the process behind their creation, the organizational structure, and tips and tricks on how to utilize them effectively.
Closing Session - 3:15-4:15 PM
Discussion Panel / Q&A
Moderator Steve Singkofer, Analytics Outreach Coordinator, UAIR
Fill out the form in your Symposium packet and drop it in the box at the Registration desk throughout the day (but by 2:30 PM). We will collect your questions, collate them, and pose as many of them as possible to our illustrious panel during this one hour session. Time may be available for additional questions from the floor. You may also submit your questions online until March 29th.
Scheduled panelists represent University Analytics & Institutional Research, the Financial Services Office, Workforce Systems, Office of the Registrar, Office of Budget and Planning, and Sponsored Projects.
If you have any questions, please contact the UAccess Symposium Team.
Check out our 2019 UAccess Symposium Sponsorship Opportunities page!