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Business Partners Round Table
About the Business Partners Round Table
Financial Services is committed to the delivery of the highest quality service in support of University goals. We know that the key to our success is partnering with campus service clients. Working with our University partners, we hope to make the business environment easy to navigate by clearly communicating requirements, simplifying procedures, learning about your needs, and working to design mutually satisfactory work processes.
One of the ways in which we are doing so is through the Business Partners Round Table and Business Matters at Sac State. Launched in the fall of 2005, Business Matters is a repository of the most up-to-date information to assist campus partners in their roles as public stewards. The website contains simple guidelines for conducting various business transactions with Sac State. The first Business Partners Round Table was also held in 2005 and continues to be a well-attended quarterly event for campus partners, where updates on topics ranging from audit and insurance to travel, budget and purchasing are shared.
Through the Business Partners Round Table, we hope to provide the most current information to help campus business partners succeed in their jobs.
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| Upcoming BPRT Meeting Dates | |||
|---|---|---|---|
| FALL 2023 | |||
| Tuesday | August 15, 2023 | 9 - 11 a.m. | University Union, Ballroom III |
| Wednesday | October 25, 2023 | 9 - 11 a.m. | TBD |
| Spring 2024 | |||
| Tuesday | February 20, 2024 | 9 - 11 a.m. | TBD |
| Tuesday | April 9, 2024 | 9 - 11 a.m. | TBD |
| FALL 2024 | |||
| Tuesday | August 13, 2024 | 9 - 11 a.m. | TBD |
| Tuesday | October 22, 2024 | 9 - 11 a.m. | TBD |
Agendas & Presentations
October 25, 2023
- October 25, 2023 Agenda
- Live Recording
- Welcome & Comments
- Hybrid Work Environment Tabletop Outcomes
- Employee Cost Changes
- Payments To Students Information
- Payments To Students Form
- Travel & Hospitality Updates
- Learning Aligned Employment Program (LAEP)
- Environmental Update
August 15, 2023
- August 15, 2023 Agenda
- Live Recording
- Welcome & Comments
- Year-End Departmental Deadlines
- Fall Deadlines
- Accounting Updates
- Travel Updates & Credit Card Disbursement Changes
- ICT Request Form Updates
- University Branding
April 11, 2023
- April 11, 2023 Agenda
- Welcome & Comments
- Year-End Deadlines & Payments to Students
- Add/Drop & Refund Policy Changes
- Moving, Relocation, Foundation Travel, & Hospitality Changes
- Budget Call, University Budget Advisory Committee (UBAC), & Position Management
- Public Records Act (PRA), Subpoenas, & Legal Holds
- Auditing Process
February 15, 2023
- Zoom Recording & Transcript
- February 15, 2023 Agenda
- Welcome and Comments
- Amazon Business Presentation
- Budget Review for P.Os $250,000+
- AP&Travel: Travel, Hospitality, and AP Process Changes
- Accounting: UBIT, Student Payments, UFSS Updates
- Accounting Form: Payments To Students
- ICT Request Form Updates
October 13, 2022
- Zoom Recording & Transcript
- October 13, 2022 Agenda
- Welcome, Announcements, & Workshop
- CFS & FDW Upgrades & Reminders
- CFS Application Update Guide
- Auditing & Consulting Services: Who We Are & What We Do
- Event Notification Form & Sac State Event Planners Workgroup
August 18, 2022
- Zoom Recording
- August 18, 2022 Agenda
- Welcome & Announcements
- Beginning of Year Updates, GASB, and Work Study
- Shop the Warehouse App: Hornet Reuse
- DPR & Reimbursement (Comment Card Response) & Travel Updates
- Fall 2022 Due Dates & Deadlines
- Address Awareness Campaign
- Budget Updates, Position Management, & Updating 'Reports To'
- Risk Management Updates
April 7, 2022
- April 7, 2022 Agenda
- Welcome & Announcements
- Smiles Video
- Concur Training & Booking Announcements
- Accounting Services Updates and Reminders
February 10, 2022
- RECORDING: February 2022 BPRT Meeting & Audio Transcript
- February 10, 2022 Agenda
- Welcome & Announcements
- Travel Updates
- Accounting Services Updates
- Printing Services & Processes
- Sac State Waste Changes RE: SB1383
- Xerox Contract & Services Updates
October 20, 2021
- RECORDING: October 2021 BPRT Meeting & Audio Transcript
- October 20, 2021 Agenda
- Welcome; Announcements; Training Survey Outcomes
- Accounting Services Reminders
- Travel Updates
- UFSS Updates
- Public Records & You - For Sac State employees ONLY. Email Mashariki Lawson-Cook
- Moving & Relocation Changes
August 18, 2021
- RECORDING: August 2021 BPRT Meeting & Closed Caption Transcript
- August 18, 2021 Agenda
- Welcome & Coming Soon: Financial Services Trainings on Trumba
- Accounts Payable & Travel: Travel Ban Updates, COVID Approved Travel, AP Updates
- Bursars Office: Financial Dates & Deadlines Presentation
- Fall 2021 Financial Deadlines