Campus Administrative Team Series (CATS) presentations can provide helpful information about pertinent finance or budgeting tasks at IU. Presentations are organized by date and feature-covered topics.
Note: Make sure you are connected to the IU network to be able to access the documents.
CATS
February 4, 2026 - 
(unavailable: editing stage)
- IT Security Essentials
Stay informed about phishing, reporting IT incidents (new intake form), and IT security best practices.
—Matt Estelle, University Information Security Office (UISO) - Credit Memos
Understanding Credit Memos in Accounts Payable.
—Ali Piovesan, Accounts Payable - Supplier Request Verification
Check for IU employment, student enrollment for new supplier requests, and outgoing calls for new supplier requests with phone numbers.
—Tyler Nichols, Supplier Data Management - SSSP Changes & Tips - removed, contact estc@iu.edu with questions
- Travel Contracts
Hotel room blocks and more may require a travel vendor contract. Going forward, travel contracts are submitted for signature in BUY.IU. Learn about the new process and training materials, plus get a sneak peek of new resources to help communicate with non-employee guest travelers in the next quarter.
—Juliet Roberts, Financial Training & Communications
December 3, 2025 -
- CATS survey feedback - Mythbusters
Use the Timekeeping Hours Summary IUIE Report to identify employees and the accounts from which they were paid in the last pay period.
—Marika Voukidis, Finance, Administration & Budget - Non-Travel Out-of-Pocket Reimbursements
Learn about purchasing hierarchy, when you can reimburse out-of-pocket non-travel expenses, and how to reimburse for certification expenses.
—Angus Burke, Financial Training & Communication - Accountable Plan Reminders and Receipt Best Practices
Brush up on the Accountable Plan before it goes into full effect on January 1, and learn about the most common reasons why expense receipts get returned.
—Juliet Roberts, Financial Training & Communication
October 8, 2025 -
- State of HR Alignment and Strategic Focus Areas
HR initiatives and priorities
—Jamie Gayer, Senior HR Director-IU Bloomington (guest experts: Chris Lucas and Kristen Pieper, IU Bloomington HR) - IU Hospitality
An overview of the Biddle Hotel, IU Catering, and IMU Restaurants
—Michael Campbell, IU Hospitality Director - Accountable Plan Reminders & Travel Updates
Get up to speed on Accountable Plan deadlines and several new resources from the Travel team!
—Juliet Roberts, Financial Training & Communication - Independent Contractors
The Independent Contractor Policy was updated last month. Learn more about determining if an individual should be classified as an independent contractor and when to use the ICQ exception process.
—Angus Burke, Financial Training & Communication (guest expert: Margot Burke from University Tax)
June 4, 2025 -
- Accountable Plan, Travel, and Nonemployees
Accountable Plan changes coming on July 1 for P-Card, Travel, and Out of Pocket expenses, and the new information on how to handle non-employee travel within the new reporting requirements.
—Juliet Roberts, Financial Training & CommunicationsUB Budget Model Redesign - University Information Security Office (UISO) Overview
Who we are, the services we provide, and how to report various IT security concerns.
—Matt Estell, Lead Security Analyst - IUSO - Procurement Year-End Deadlines & Reminders
Fiscal year-end information on purchasing and travel year-end deadlines, as well as extra reminders on things to keep in mind to close out the year.
—Angus Burke, Financial Training & Communications
April 8, 2025 -
- IUB Budget Model Redesign
The IU Bloomington budget model redesign process has been underway since December 2023. The presentation will provide updates on the redesign progress, including the Steering Committee’s recommendations for the new model, share opportunities for engagement, and present upcoming phases and next steps.
—Aimee Heeter, Vice Chancellor for Finance and Administration - Supplier Data Management (SDM)
We will guide you through the supplier registration process in BUY.IU using a test environment for a better understanding of the supplier's perspective.
—Tyler Nichols, Office of Accounts Payable & Supplier Data Management - IU Foundation Account Initiative
Building a Bridge: The IU to IUF 1:1 Project
—Jenny Spors-Hill and Alison Baum, IU Foundation - Honoraria/Guest Speakers & Research Participants check requests
Learn how to use these two check requests and meet the new and improved payee certification forms for them.
—Angus Burke, Financial Training & Communications - Avoid Tax Pitfalls: Key Changes to IU's Accountable Plan
Starting July 1, IU’s Accountable Plan will change to better meet the IRS’ reporting requirements for business expenses. If you travel for work, use a P-Card, or process expense reports, get up to speed on the new expense requirements and avoid taxation or card suspension.
—Juliet Roberts, Financial Training & Communications
February 12, 2025 -
- Preparing for Calendar Year 2024 Effort Confirmation
We’ll discuss what is Effort Confirmation, what steps to take in preparation for the March confirmation period, what resources are available, and training dates.
—Tim Burris, Financial Compliance Manager and Rayna Amerine, Financial Compliance Analyst, Office of Research Administration - The Who, What, and Why of Internal Audit
What role does Internal Audit have at our university? Hear more about who we are, what we do, and why it matters. Learn how Audit supports IU’s goals by assessing risks, strengthening internal controls, and driving process improvements.
—Lisa Beymer, Assoc VP and Chief Audit Officer and
Marie Jackson, Associate Director-Operations Audits, Internal Audit - Purchasing in 2025
We will discuss the Feb 10 purchasing policy changes, review APO limit changes, new bid thresholds, compliance changes, and more. Plus a highlight on new training offerings to help you learn the deeper details.
—Angus Burke, Training & Communications Specialist, Financial Training & Communications
December 4, 2024 -
- Holiday 2024 Payroll Processing Plan
A note from the Bloomington Shared Services Team about our payroll statistics and the 2024 holiday schedule.
— Marika Voukidis, Manager of Shared Services, FAB - International Students and On-Campus Employment Limitations
Enhance your knowledge about hiring international students on campus, including what is allowed and not.
— Jenny Bowen, Dir., International Student Advising - Find the Source of Truth
Learn where to go for answers to purchasing, travel and finance-related questions.
— Sarah Chavez, Financial Training & Communications
October 9, 2024
- IU Foundation Fund Maximization
Updates on funds maximization initiatives and reporting involving IU Foundation accounts, including target spend, scholarship utilization, and new FEM reports.
— Alison Baum, Sr. Dir. Account Admin Services, IUF - IU Furniture Procurement
The appropriate way to procure furniture, advice for year-end purchases, and more.
— Michele Bucklin, University Interior Designer - Purchasing in 2025
Learn about bid, contract, and PO approval changes coming in 2025. This is a live presentation of the material covered in the Purchasing in 2025 online info sessions.
— Sarah Chavez, Financial Training & Communications
June 5, 2024
- IU Sponsorships for Community events
An overview of sponsorship at IU, planning, resources, and coordination of sponsorships activities.
— Michelle Willhoite, Office of the VP for University Relations - IU Foundation Updates (no slides)
- Procurement Year End Deadlines and Reminders
Fiscal Year 2024 ends on June 30 and it is mportant you become aware of upcoming deadlines and reminders for smooth year-end operations.
— Angus Burke, Financial Training and Communications
February 14, 2024
- EConfirm (ECC) Employee Compensation Compliance
A brief reminder of the timeline, best practices, training dates, and resource links.
— Rayna Amerine and Tim Burris, Office of Research Administration (ORA) - Accounts Payable
New Process for Invoices with PHI.
— Mary Byrde and Ali Piovesan, Accounts Payable - Supplier Data Management
A few updates re: SGSOs & Expired W8s.
— Tyler Nichols, Supplier Data Management - New Supplier Edit Request
In March the Supplier Edit Request Form in BUY.IU is getting a refresh. What’s changing along with helpful tips about completing the form will be discussed.
— Angus Burke, Financial Training & Communications, and Tyler Nichols, Supplier Data Management - Solar Eclipse 2024 - official website for solar eclipse events
IU Eclipse Briefing
— Doug Booher, AVP, Events and Conferences