Presenter: David Olsen

With over 280,000 books written on Leadership, there is a tendency to overcomplicate this subject; with the possibility of individuals becoming overwhelmed, confused and even discouraged in their personal study and development.
This fun and highly energized workshop will simplify and focus on the salient principles of leadership, what they mean to the participants and how they can be applied to their professional, volunteer and personal lives.

Facilitator: Lori Erdman (Chief of Staff of Business & Finance, CSU Chancellor's Office)

Sheds light on the "big" picture of the CSU, including how the institution came into being and grew; how the system, Chancellor's Office, and campuses are organized; and the roles of different entities within the University.

Facilitator: Debbie Brothwell (Director of Budget and Analytic Business Services, Cal Poly San Luis Obispo)

Discussion of the major aspects of budget planning and administration, including the state budget process, the CSU budget process and campus budgetary methodologies and policies.

Facilitator: Debbie Brothwell (Director of Budget and Analytic Business Services, Cal Poly San Luis Obispo) & Joyce Haratani (Associate Director of Human Resources, Cal Poly San Luis Obispo)

Discussion of CMS from the academic departments' perspective and lead an informal exchange of questions and ideas. Included will be an explanation of the CSU Common Management System.

Facilitator: Donna Gillott-Monsoor (AA/S for Provost and VP for Academic Affairs, Sac State) & Mike Kiraly (Budget Officer, Sonoma State)

A Resource Analyst from a Provost's Office will describe how the funding is allocated to the colleges and library; a Program Center Budget Officer will show how he allocates his budget within his unit. This will distinguish the allocation processes from the Legislature to the Chancellor's Office to the Campuses.

Facilitators: Karen Zacharias (Academic Faculty Coordinator, Chico State), Mike Suess (AVP for Academic Personnel, Cal Poly San Luis Obispo) & Sharon Chan-Snyder (Academic Personnel Data Analyst, Cal Poly San Luis Obispo)

Open group discussion regarding tenure track recruitment, the hiring and appointment process, service credit, retention, tenure and promotion, FERP (faculty early retirement program) and pre-retirement time base program (PRTB).

Everything (or almost everything) you wanted to know about federal and state grant administration and how one campus bridges the gap between state-side and auxiliary obligations.

This is a round table discussion from Academic Resources at the University (Provost) level and will cover how campuses handle CERF funds, Lottery funds, and general fund balances. We will share survey results on how campuses currently manage their CERF allocations and hope to have a good discussion about upcoming changes. We also hope campuses will share methods, ideas, and questions on how lottery funds and general fund balances are managed.

An open discussion regarding the hiring and appointment process, entitlements, SSI's, and tracking timebases for temporary (part-time) faculty.

Facilitator: Suzanne Green (AVP of Financial Services, Sac State)

During this session we will discuss how the business transactions you initiate and that flow through campus central financial operations affects you and the campus, especially as it relates to what shows up in on your CMS reports. We will talk about transactions that go through Budget, Payroll, Procurement, Shipping/Receiving, Asset Management, Accounts Payable, Cashiers, Student Accounts, and Accounts Receivable. We'll also talk about how we, as Campus Business Partners, can help each other make it all work efficiently and effectively!

Facilitator: Lori Erdman (Chief of Staff of Business & Finance, CSU Chancellor's Office)

Meeting George Jetson in 2007: What are the next priorities for technology in the CSU? From transforming course design to the digital marketplace, while increasing information security and accessibility, and achieving greater productivity and efficiency through benchmarked administrative best practices - the use of technology continues to transform how we teach, how students learn, and how the institution is managed.

Presenter: Andy Core, M.S. (Lifestyle Realist)

24 hours to greater professional and personal success! Will show you how to develop a lifestyle that gives you the energy to do more with less, develop optimal health, fully connect with your loved ones...and make it happen in 24 hours or less!

Presenter: Ruth Johnston (Senior Associate Treasurer, University of Washington)

"Strategic planning is the process by which the guiding members of an organization envision its future and develop the necessary procedures and operations to achieve that future." J Williams Pfeiffer, Leonard D. Goodstein, and Timothy Nolan
Is this something you're excited about doing, or just another of the many tasks on your plate? This session will cover the stages of strategic planning, how you can lead the effort (even amongst your staff), the value of the effort, and how you can influence the direction. You'll also learn about the latest approaches to this, including the use of strategy mapping, benchmarking, and how to do a SWOT analysis.

Presenter: Stacy Pearson (VP of Finance & Administration, Boise State)

In recent years there has been a confluence of painful, widely publicized situations, all caused by people making terrible ethical decisions in the workplace with devastating results. In this session we will discuss current university topics in ethics and compliance, view a video on three steps to Ethical Decisions and Ethical Situations to Consider and take a look at an example of a Standards of Conduct Guide for employees. The goal for this session is to provide some resources and guidance on the topic of ethics and compliance.

Healthy Motivation - How to Get Fit, Fight Fat, and Have Fun

Presenter: Andy Core, M.S. (Lifestyle Realist)

The big question is not "why should I live a healthier life," but "why am I not doing more of what I know will benefit me?" Can you do it? You bet! After this program you will know how to beat stress, energize your health and effectiveness, and most importantly, find the motivation to live healthy day in and day out.

Presenter: Stacy Pearson (VP of Finance & Administration, Boise State)

In recent years there has been a confluence of painful, widely publicized situations, all caused by people making terrible ethical decisions in the workplace with devastating results. In this session we will discuss current university topics in ethics and compliance, view a video on three steps to Ethical Decisions and Ethical Situations to Consider and take a look at an example of a Standards of Conduct Guide for employees. The goal for this session is to provide some resources and guidance on the topic of ethics and compliance.

Presenter: Ruth Johnston (Senior Associate Treasurer, University of Washington)

Developing and retaining your staff members is one of the most important responsibilities for you as a leader. Developing yourself is equally important. This session will focus on both topics, applying principles of self development that you can translate for later working with your staff. Be prepared to participate with others in talking about your own development and that of your staff.

Facilitator: Gail Brooks (Interim Vice Chancellor for Human Resources, Chancellor's Office) & Barbara Melvin (Director of Human Resources, Cal Poly San Luis Obispo)