CPE Qualified Sessions

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1 CPE Qualified Sessions Session Maintenance Auto Assignment Setup Learn the challenges and limitations faced at We will discuss the setup and We will open discussion for Adventist Health System Case Study Fu and Maintenance Adventist Health Systems during the configuration of maintenance of Auto Assignment for attendees to review their setup and Auto Assignment for Preventive Maintenance Preventive Maintenance schedules, any pain points with implementation Schedules in Peoplesoft 9.2. During this session, we and the implementation challenges and maintenance. will review the delivered application, challenges with for a healthcare system. setup and maintenance using a shared services model, updates from PUM releases, variable data dependencies, and future plans for testing and implementation. We will open discussion for anyone currently using the application and the pain points associated with implementation and maintenance Financial PeopleSoft Interunit Eliminations Financial General Ledger Roundtable Financial Asset Round Table Enterprise Service Automation (Projects) Project Costing Roundtable Learn to configure and process intercompany eliminations in PeopleSoft General Ledger Roundtable -Introductions -Charter/Objectives -9.2 Success/Issues -Enhancements Review -Open Discussion Join us for a roundtable discussion surrounding Asset. We ll explore opportunities for process improvements using delivered fuity. This will be an open forum for all questions pertaining to Asset business processes. This will also serve as a Asset SIG Meeting. Understand why this configuration is beneficial to the R2R process. Kickstart the new GL group by introducing everyone and covering what the group wants to focus on. Have an open discussion around pain points companies might be experiencing surrounding fuity as it relates to Asset. Interested in learning how other organizations Have an open discussion around approach complex Project Costing business process pain points companies might be requirements? Join us for a roundtable discussion experiencing surrounding with an Oracle strategist surrounding Project fuity as it relates to Project Costing. We ll explore opportunities for process Costing. improvements using delivered fuity. This will also serve as a Project Costing SIG Meeting. Illustrate the configuration objects and process steps. AutoZone, Inc Demonstration Fu Discuss PS 9.2 issues as they Review any enhancement requests Boise Cascade Company Roundtable Fu related to the GL and share success stories Provide feedback to Oracle strategist surrounding how companies are using the product. Provide feedback to Oracle strategist surrounding how companies are using the product. Boise Cascade Company Roundtable Fu Boise Cascade Company Roundtable Fu Financial The Future of Accounts Payable How Will It Impact Your PeopleSoft Processes? The future of accounts payable is closer than you think. The systems and processes that organizations use to pay suppliers are evolving faster and more significantly than ever. But what will these changes mean to your accounts payable department, and to your PeopleSoft processes? Learn about the accounts payable automation trends to watch Get insights on how finance organizations should prepare for the future See examples of organizations that are already taking advantage of the future trends and technologies Canon Information and Imaging Solutions, Inc. Lecture Fu During this session, we will reveal what Finance & Accounting practitioners told us they expect the future of accounts payable to look like: the technologies they will use, the progress they will have made in eliminating paper, the way their departments will be organized, and the challenges they will face. See how your expectations for the future compare those of your peers! Maintenance, Procurement (SRM) Integrating acquired facilities tools and techniques to ease the journey How to integrate acquired facilities onto Maintenance using delivered and custom component interfaces, application engine programs, sql and free addins for Excel. List the delivered component interfaces, our custom CI's stressing how easy it can be to make them. and How to use them.we use them to load items, Vendors, Item Vendors, Assets etc. Why we created an Application Engine Program to load storage locations and what sql we use to load MM configuration. How Excel Add-ins can make it very easy to extract and transform data preparing it for load to PeopleSoft Cogentrix Energy, Inc. Lecture

2 Application Tools and A "Mandate" as a driver of Electronic Data Interchange (EDI) is generally very TBD TBD Edict Systems Vendor Technology, Financial EDI adoption effective in reducing costs, eliminating errors and Awareness improving efficiency. The greater the number of Session vendors participating, the greater the savings. There are dozens of academic and proprietary studies that attempt to quantify the savings relative to EDI vs. Manual based systems. However, that is only the beginning of the story. Due to unbalanced value, limited resources and hard costs, Vendor communities are frequently resistant to participating in an EDI trading relationship. Using 27 years of experience, real world examples and tangible data, we will attempt to illustrate the cash positive results of using a Mandate to drive EDI adoption among vendors Financial Masterminding PeopleSoft Bank Reconciliations Advances in bank account reconciliation have made it much easier for companies to match their accounts to bank records. By automating the reconciliation process, treasury departments can save time and resources for high volumes of transactions at any given time. However, simply doing the bare minimum of auto reconciliation can occasionally still require a great deal of manual work. This was the case for Security Finance Corporation. Security Finance Corporation is a loan provider with 900+ bank accounts spanning across 200+ banks. After automating their bank reconciliation process in PeopleSoft, they found that much of the work continued to be manual, as many external deposits would not auto-reconcile, and did not allow for unreconciling of items. Join SFC and consulting partner, Elire, in this session to learn how many of their PeopleSoft reconciliation problems were solved, allowing SFC to smoothly and efficiently reconcile 670,000+ check items and 36,000+ on a monthly basis. Learn a number of challenges that Security Finance faced when attempting to automate their PeopleSoft reconciliation process. Determine what issues your own company might face and learn what challenges are easily avoidable. Gain understanding of best practices for PeopleSoft bank reconciliation standards and process re-design. Elire, Inc. Case Study Fu Financial Pain in your Bank Recon? Pum 18 Has Your Automated Solutions Enhanced support for the automatic bank reconciliation process with new pages, components, application engine programs, message catalog entries, and People Code have been added in the Image 18 release of PeopleSoft. With the new configuration around reconciliation rules, users can reconcile multiple transaction lines to multiple bank statement lines and reconcile transaction(s) to bank statement line(s) using the new parsed addenda information. The expanded bank reconciliation process helps to maximize the match rates and minimize manual use intervention (recon exceptions), as well as reduce customizations. Learn from the Elire experts and client partner, Allegis Group, as they dive into the new features currently being implemented as part of their treasury system. Demonstrate the Many to Many/Many to One Bank Reconciliation. Demonstrate the parsing addenda configuration which is supported through enhancements to the Data Export Import Utility providing new transformation rules. Learn from Allegis how Treasury/AP can now leverage Financial Gateway security on numerous bank reconciliation components and pages to limit access to banking data. Elire, Inc. Case Study Fu

3 Financial Predict Your Future with An essential duty in Treasury is the managing of an Demonstrate the latest 9.2 Cash Highlight custom addition of Examine the value of utilizing a Cash Elire, Inc. Case Study Fu Simplified Cash Forecasting: How Allegis Improved its Treasury System organization s cash flows across all regions and determining the cash position at any given time to assist in decision making. PeopleSoft Cash v9.2 provides a simplified worksheet tool for managing treasury s cash forecasting and positioning needs. Worksheets are configured with rules and dimensions that are aligned with the business needs, and support drill down to detail features to access specific source transactions such as balance records or transaction activity on bank statements. At Allegis we created two value added customizations: (1)The utilization of transaction level addenda to allow for proper categorizing of transactions and (2) the applying of a cash forecasting rolling balance application engine which provides treasury with the ability to compute the daily beginning cash balance on specific source set balance records. Forecasting Delivery including Scheduling a Cash Forecast/Position, viewing the forecast/position results, drill down within a worksheet to view underlying balances and transactions on the bank statements, etc. addenda criteria to support the transaction level detail required. Forecast Rolling Balance to adjust for balance differences Financial Obtain Value from New Features in PeopleSoft 9.2 Cash - A St. Elizabeth Success Story Join Elire and St. Elizabeth Healthcare as we showcase the very successful PeopleSoft 9.2 Cash Implementation that went live in September The Elire and St. Elizabeth teams worked to implement many new features, including Bank Setid redesign from 4 setid s to 1 SHARE setid, Historical payment conversion under the new SHARE setid and banking structure, and AP integration into Financial Gateway to produce ACH payments, which St. Elizabeth had never issued before this project. Learn first hand from the Elire Cash experts and St. Elizabeth project team to discover the tools used, methodology, and lessons learned on this on-time and under budget implementation. Discover the tools and methodology used to successfully complete the PeopleSoft 9.2 Cash Implementation in 5 short months. Learn first hand from St. Elizabeth of the benefits of their new Cash features and the effect it has on their business processes. Understand the lessons learned from the implementation and St. Elizabeth's plan going forward. Elire, Inc. Case Study Fu Application Tools and Technology, Financial An easier, smarter, simpler alternative to nvision Frustrated with your current reporting toolset in PeopleSoft? Looking for a replacement for PS/nVision? Attend this session to see how to take your financial reporting into the 21st century by connecting securely and directly to Excel with easyto-use wizards, powerful drilldown analysis, and an architecture that is both easy to install and maintain. Enable your finance teams to build their own reports in Excel by pulling live data from PeopleSoft Financials using GL Wand. Finance can create their own drilldown layouts using a simple drag-and-drop interface. An easy-to-manage architecture and our global support team allows IT to focus on other project and enhancements. Discuss some of the frustrations and limitations of the existing PeopleSoft Financial reporting toolset. Introduce an alternative option to PS/nVision reporting for PeopleSoft Financials. Demonstrate how GL Wand can help Finance teams save time and improve their ability to analyze and communicate their financial information. Excel4apps Vendor Awareness Session What You Will Learn: Enable Finance teams to build their own reports in Excel Empower users with a flexible, ad-hoc query and analysis tool Develop highly customizable reports in Excel and refresh with real-time data

4 Applicable to All, Financial Houdini s Challenge: Feeling handcuffed by the limitations of the delivered See how to create powerful, easy-touse Learn how GT eforms' configuration- Find out how intelligent eforms can Gideon Taylor Consulting Vendor Quick eforms for PeopleSoft forms builder? If you're looking to create eforms within PeopleSoft using based form builder compares with Awareness PeopleSoft LIVE! intelligent, efficient, user-friendly forms in PeopleSoft, GT eforms. the delivered PeopleSoft Forms and Session there's a much better, faster, and easier way. Approval Builder tool. We'll attempt a feat that would make even Houdini shudder: We ll select a lucky attendee's form to BUILD LIVE with GT eforms. We'll show you things that the delivered PS Forms tool can't even dream of...pre-populating data, dynamically hiding and displaying fields, adding a grid to handle multiple rows of data, customizing form layout, and even configuring conditional approval routing. And in just 45 minutes or less! To submit YOUR form for the challenge, go to The winner will even have the opportunity to install and use their new eform AT NO COST. help you redefine your business processes by configuring logic, business rules, validations, and conditional approvals. Let the form do the work, not your users! Maintenance PeopleSoft Maintenance SIG Are you interested in Maintenance and collaborating on the tools available in PeopleSoft that aid in Asset Lifecycle (ALM)? Join us for an Interact Huddle on Maintenance and ALM to compare challenges, share solutions, and network with other Quest members. We will discuss items like education, new fuity and enhancements. ALM to compare challenges, share solutions Network with other Quest members Intermountain Healthcare SIG Meeting Fu Maintenance Maintenance 9.2 Fluid Tiles PeopleSoft 9.2 offers new opportunistic fluid fuity. This presentation will discuss how Intermountain Healthcare is implementing this new fuity to enhance the user experience for our Maintenance customers. We will walk through the design of our MM homepages, tiles, pivot grids and work center. A lessons learned summary and user acceptance testing strategy will also be presented. Demo 9.2 tiles for Maintenance Answer questions Intermountain Healthcare Lecture Fu Maintenance Maintenance Business Intelligence Maintenance KPI s are essential to Discuss BI strategy for Maintenance safety compliance and financial budgeting. This presentation will discuss how Intermountain Healthcare is addressing Maintenance requirements for regulatory reporting with a custom ETL interface between PeopleSoft Maintenance and Oracle OBIEE (Answers). We will walk through the design and implementation life cycle including our business requirements to provide an overview of the business intelligence solution. A lessons learned summary will also be presented. Answer Questions Intermountain Healthcare Lecture Fu Financial Financials PUG Meeting The Financials PUG meeting will provide a networking opportunity for all Financials users. Network with other Financials users. Learn about what is going on with the Financials PUG and PAG. Share ideas for the future of the Financials PUG. KAR Auction Services, Inc. SIG Meeting Financial, Procurement (SRM) Multi Currency within Supply Chain and Financials Utilizing Multi-Currency within Supply Chain, Asset Configuration of Multi-Currency, and General Ledger. Most clients find within each of the specific modules. the configuration, management of data, and reporting difficult in a fully Multi-Currency environment. Our objective is to present and discuss the most common configurations across the entire Supply Chain and Financial modules. How to appropriately interface Multi- Currency data within each of the modules, specifically, those being epro, PO, AP, AM, and GL. How to report off of and understand Meyer Consulting Group, how best to extract data in a Multi- LLC. Currency environment for each of the respective modules. Panel

5 Financial Perform reconciliation PeopleSoft reconciliation workbench provides the Get an overview of reconciliation Understand setup and configuration Learn about - Performing Morgan Franklin Case Study using PeopleSoft 9.2 capability of performing sub-system to GL workbench of reconciliation workbench reconciliations, submitting for Consulting Reconciliation Workbench reconciliation. The reconciliation could be setup for a approvals and reassignments group of accounts to be reconciled between Ledger and sub-systems. The reconciliation workbench provides the capability of segregation of duties with separate person reconciling, reviewing and approving the results. This presentation show how the workbench is used at a major financial services company and the significant value add provided to the GL users. Fu Application Tools and Technology, Financial Integrating External billing PeopleSoft integration broker provides web services data into PeopleSoft using technology for integrating with other systems. The web services technology allows for providing and consuming web services with third party systems. Web services allows for seamless integration with an external system which is loosely coupled and standards based. This presentation details how the web services were used at a major financial service company to integrated billing data from an external system into PeopleSoft for creating and finalizing invoices and to utilize the seamless integration of PeopleSoft billing systems with PeopleSoft GL and AR systems. How to use web services using PeopleSoft integration broker Understand high level architecture of using web services for integrating billing data Advantages of using web services Morgan Franklin Consulting Case Study Financial, Procurement (SRM) Enhanced controls for Procure to Pay process using Approval Framework workflow PeopleSoft approval framework provides the Learn about approval process using capability of configuring the workflow for requisition, approval framework purchasing and voucher process to improve system controls. For better control of the entire procure to pay process, the approval of voucher is linked to the associated requisition and purchasing processes. This presentation shows how the workflow is used at a major financial services company and the changes made to accomplish an end to end system control from requisition process all the way to vouchering. The presentation details the setup of complex approvals based on signature authority, organizational hierarchy and user assigned approvers Understand Setup and configuration of complex approval framework for requisitions, PO and Vouchers See the specific changes made to achieve requisition to PO to voucher system control MorganFranklin Consulting Case Study Fu Enterprise Service Automation (Projects), Financial Case Studies on new Revenue Recognition standards Revenue recognition requirements in US GAAP Case Study of customer impact from Understand possible impact to your have historically differed from those in International Financial Reporting Standards (IFRSs), but as of Jan 2018, a new joint standard begins. Thanks to ASU and ASC 606, change in revenue recognition is upon us and most organizations will see impact. We will highlight what PeopleSoft strategy and development have released to accommodate these new changes. We will discuss what some organizations will need to change to meet the new standard. We'll discuss system and process impact to recognize revenue as performance obligations are satisfied and to capture the transactional detail needed to meet the reporting requirements of the new standard. Come hear the highlight of three customers' journeys to-date regarding ASC 606 adoption. new standards organization Demonstrate PeopleSoft new features Newbury Consulting Group Case Study Fu Enterprise Service Automation (Projects), Financial It's Time for a ReDesign - Customer Success Story with ESA Many customers can identify with the desire to Discuss value of a major ReDesign redesign their Financials ERP solution. Cognizant to your ERP originally implemented FIN and Projects (ESA) many years ago. Business has changed over time and Cognizant recently took the initiative to take necessary big steps to optimize its system and business processes. This session will highlight process and system changes involving time entry, cost of labor, pricing and approvals, billing, revenue, project P&L reporting. Case Study of adoption of more delivered Projects, Contracts features Discuss customizations retired and retained to ESA Newbury Consulting Group Case Study Fu

6 Financial Accounts Payable For many years, organizations have been trying to Struggles encountered on the Best practices to overcome those Solutions to increase visibility, Nivo1 Vendor Automation: Struggles, find ways to become more efficient and effective at destination to AP automation struggles and strategies to gain optimize cash flow and reduce Awareness Strategies and Solutions processing invoices through the use of automation. support and get others onboard processing costs Session Nearly everyone in Accounts Payable (AP) agrees that the best way to decrease costs and increase productivity is to automate! So, why are so many organizations still struggling to get there? Granted, some have made the journey successfully, while the majority still find themselves struggling to get everyone on board; or having started the journey, find themselves off course, distracted or unhappy with their current solution. In this presentation, we will review some of the roadblocks that may be encountered on the destination to AP automation. We will look at some of the more common struggles experienced by AP department management and employees, and present a few strategies to overcome those struggles. One of those strategies includes a simple and affordable cloud-based invoice processing solution built specifically for PeopleSoft Financial NYU Langone Terminated Approvers and Handling of Inflight Transactions One of the challenges that many organizations face is how to deal with inflight activities for employees that have been terminated and how to manage the process as a whole. At NYULMC we have processes in place that help us tackle this more efficiently and enable us to be more proactive by intercepting inflight activities that are in limbo before it can cause any major disruption. To demonstrate how NYULMC handles terminated approvers and dealing with inflight activities. To showcase the development of a custom Terminated User Work Center page in PeopleSoft Financials which capture all inflight activities for employees that have been terminated in real time. NYU Langone Health System Demonstration Fu The presentation will discuss the process by which terminated approvers are identified and the set of actions that follows leading to a resolution. There will be a discussion on the different transaction types as well as the different approval roles/levels and how each is uniquely handled. The business process itself also has evolved over time and there will be a discussion on the development of a custom Terminated User Work Center page in PeopleSoft Financials which capture all inflight activities for employees that have been terminated in real time Financial Implementing PeopleSoft ChartField Forms One of the enhancements to PeopleSoft FSCM that comes with 9.2 is an enhanced Business Request and Approval Process. It allows for a configurable workflow process for requesting the setup of Setdriven fields and values for fields, such as Chartfields Chartfields demand a lot of security, as they are directly linked to Sets and organizations control who can affect flow of funding through them. The ChartField Business Request and Approval Process ensures that only authorized users are able to create and approve the ChartFields. Users may request additions as well as modifications to Chartfields and then submit them for approval. The new chartfield or change to existing chartfield, becomes active, immediately after final approval. This fuity provides an audit trail of the setup and approval process so as to be able to go back and track the entire process from request creation to final approval, thus guaranteeing compliance. The presentation will allow The presentation will provide participant a better understanding of how the Business Request and Approval Process is used in implementation of the Chartfield Request Form. participants a better understanding of how Approvals are granted by authorized personnel in the system for creation / modification of a chartfield via the Chartfield Request Form process. The participants will have a better understanding of how this fuity provides and audit trail around the entire chartfield creation process and the benefits and challenges of using the Chartfield Request Form. NYU Langone Health System Lecture Enterprise Service Automation (Projects) PeopleSoft Projects (ESA): Real World Strategies for Success This session features proven and practical tips and techniques that will enable you to get the most out of Oracle s PeopleSoft suite of projects solutions (ESA). Come to this session to learn how your PeopleSoft ESA applications work great, look great, and accelerates project execution. Fu Innovation Automating Business Processes Enable Fu Super Users Oracle Corp. Lecture Fu

7 Financial, PeopleSoft ERP Product There are many sessions at Reconnect where you Provide an opportunity for attendees Have your product questions Oracle Corp. Lecture Fu Procurement (SRM) Team Panel Discussion can listen and learn about a particular topic from one to meet PeopleSoft product experts or two experts. Attend this session to engage in an open discussion with key members of Oracle's PeopleSoft ERP product team. You will be able to ask questions, hear their thoughts, and gain their insight into the PeopleSoft ERP product direction. answered Financial PeopleSoft Expenses: Do you think you have already automated your Operational Efficiency Automating Business Processes Enable Fu Super Users Oracle Corp. Lecture Fu Automate Your Expenses, PeopleSoft Expenses processes? Think again. This Optimize Your Business session features capabilities that support fast and accurate expense reporting aimed at improving productivity, compliance and control over spend Financial PeopleSoft Financials Update and Roadmap - Delivering Continuous Innovation Attend this session to get an update of continuous innovations within Oracle s PeopleSoft Financial solutions that support reduced costs, expanded visibility, and analysis as well as automation of controls. Come and see how PeopleSoft Financials expands value to your organization stakeholders by increasing productivity through the powerful and easy to use PeopleSoft Fluid User Interface, provides users with even more reporting power, and reduces operational costs through efficient business processes. This session will also showcase the planned roadmap for PeopleSoft Financials to be delivered through future PeopleSoft Update Images that supports continuous innovation needed to execute your organization directives. Provide an overview of what's in PeopleSoft Financials and has been delivered through update images Update Images in the area of PeopleSoft Fluid User Interface and other innovations Oracle Corp. Lecture Fu Financial Empower Your Organization with Quick Fluid UI Wins Using PeopleSoft Financials You know that Oracle's PeopleSoft Fluid User Interface (Fluid UI) is an amazing, simplified user experience that enables PeopleSoft to be intuitively executed by anyone, anytime, anywhere, on any device. You want to use Fluid UI to empower your users and deliver quick wins. This session will give you the guidance you need to successfully start using Fluid UI for your PeopleSoft Financials solutions. It will include fu areas and solutions you should target and why; navigation considerations to acknowledge when transitioning to Fluid UI, approach methodologies for the different roles and value add capabilities delivered in Fluid. You will also see what s coming in the update images that can expand your list of productivity improvements across the organization. Provide an overview of Fluid capabilities and how to leverage them. Update Images in the area of PeopleSoft Fluid User Interface. Oracle Corp. Lecture Fu Financial PeopleSoft Financials Speeds the Close and Supports Global Finance Transformations Today s CFOs need to act decisively to optimize the bottom line. Finance needs information quickly in order for stakeholders to make effective and timely decisions. Oracle's PeopleSoft Financial Control and Reporting solution is comprised of PeopleSoft General Ledger and the common ERP and accounting capabilities. It supports transformative change through expanded reporting, best practice tools, and standards as well as new and innovative tools to analyze the financial position. This session showcases new innovations provided through recent Update Images and what is planned for the future. Come to this session and give your input into the roadmap for the heart of your PeopleSoft Financials. Provide an overview of what's in PeopleSoft General Ledger as well as capabilities delivered through update images. Update Images for General Ledger in the area of PeopleSoft Fluid User Interface and other innovations Oracle Corp. Lecture Fu

8 Financial Improve Productivity and Cost reduction is always a goal for accounts payable Provide an overview of what's in Oracle Corp. Lecture Fu Reduce Operational professionals, and forward thinking teams are PeopleSoft Accounts Payable and Update Images for AP and Costs in PeopleSoft constantly looking toward the next step to push their esettlements as well as capabilities esettlements in the area of Accounts Payable performance to a higher level. Adding more automation into AP can reduce costs and increase efficiency. This session will provide an update of what PeopleSoft Accounts Payable and esettlements 9.2 solutions, have done to help you streamline the invoice process, quickly process and track different payments, improve collaboration with internal and external stakeholders, as well a monitoring the operational area. This session will also provide an overview of upcoming features, planned for upcoming PeopleSoft Update Images that will further increase efficiency and visibility. delivered through update images. PeopleSoft Fluid User Interface and other innovations Financial Manage Day-to-Day Cash and Investments with PeopleSoft Cash and Treasury Solutions Financial Simplify Bill Payment and Improve Cash Collection with PeopleSoft ebill Payment using Fluid UI Managing day to day cash is critical to organizations and they need the tools to accurately forecast cash requirements, ensure liquidity and optimize the use of cash by investing it appropriately. This session will show you how PeopleSoft Cash and Treasury 9.2 solutions, and subsequent update images provide the flexibility to better manage cash, project current and long term forecasts, reduce costs, maximize investment and meet regulatory requirements. This session will also cover the roadmap of upcoming initiatives, planned for upcoming PeopleSoft Update Images that will further increase efficiency and visibility and support growing regulatory requirements. Organizations are under constant pressure to reduce operational cost and continually increase staff s productivity. Come and hear how Oracle s PeopleSoft ebill Payment solution provides a secure and easy solution to your customers to view and pay their bills while improving the productivity of your collections team. Customers can leverage the simple Fluid user interface to access current account activity and statements, which reduces operational costs in billing and collections. We will also provide an overview of the roadmap for PeopleSoft Fluid ebill payment that will provide additional flexibility for customers and your financial operations. Provide an overview of what's in PeopleSoft Cash & Treasury as well as capabilities delivered through update images. Provide an overview of what's in PeopleSoft ebill Payment as well as capabilities delivered through update images. Update Images for Cash & Treasury in the area of PeopleSoft Fluid User Interface and other innovations Update Images for ebill Payment in the area of PeopleSoft Fluid User Interface and other innovations Oracle Corp. Lecture Fu Oracle Corp. Lecture Fu Financial Boost Productivity and Efficiency through PeopleSoft Credit to Cash Solutions Effectively managing the credit and collection process can significantly reduce errors and boost process efficiencies. Come to this session to learn how Oracle s PeopleSoft Credit to Cash solutions can enable you to improve operational efficiency with WorkCenters, Collections WorkBench and Simplified Analytics. With these transformative capabilities, PeopleSoft enhances the collaboration with internal and external stakeholders. This session will also provide an overview of exciting new capabilities that are planned for future PeopleSoft Update Images, including the use of the new PeopleSoft Fluid User Interface, and intuitive analytics to manage day to day operations that help organizations drive staff s productivity and efficiency. Provide an overview of what's in PeopleSoft Billing, AR and ebill Payment as well as capabilities delivered through update images. Update Images for Billing, AR and ebill Payment in the area of PeopleSoft Fluid User Interface and other innovations Oracle Corp. Lecture Fu

9 Financial Reap the Financial Your focus is to do more with less. Every Provide realistic approaches to using Share the power of the new fluid Oracle Corp. Lecture Fu Rewards of PeopleSoft organization needs to achieve objectives quickly with WorkCenters WorkCenters WorkCenters and Fluid UI high levels of accuracy. Oracle's PeopleSoft Financials delivers numerous WorkCenters that change the work paradigm and support efficiency when identifying, delegating, and executing critical work functions. The PeopleSoft Fluid User Interface (Fluid UI) expands the paradigm shift to free up operations managers to manage and delegate work at any time supporting business objectives and the critical financial close. Attend this session to hear Oracle discuss how to leverage WorkCenters and Fluid UI to reap the financial rewards for your organization. Oracle will provide guidance on the best approach to rolling out the power that can be yours Application Tools and Technology, Financial Visibility and Efficiency for ERP Operational Managers Delivered by PeopleSoft Simplified Analytics Each organization needs to achieve objectives Understand what PeopleSoft quickly with high levels of accuracy. It s simple and Simplified Analytics are. it s all about having more information at your fingertips and doing more with less. PeopleSoft has introduced new paradigm shifts in the areas of delivering efficiency and the timely visibility of relevant information that is easy to absorb and more importantly that enables collaboration across the organization. This session will focus on how to best leverage Fluid Simplified Analytics. We will showcase examples in Financials in the context of Fluid WorkCenters, Procurement for Procurement Operations as well as Projects and Assets. This session will also overview the roadmap for these highly innovative capabilities to increase productivity even more. Learn what PeopleSoft Simplified Analytics can do for ERP operational managers Oracle Corp. Lecture Fu Enterprise Service Automation (Projects) PeopleSoft Project This session features the all-too-important Costing + PeopleTools: A intersection between PeopleTools fuity and Winning Team the ESA Super User. What do some of the latest PeopleTools features mean for Project Costing? Come to this session to learn more. PeopleTools Uptake Automating Business Processes Enable Fu Super Users Oracle Corp. Lecture Maintenance PeopleSoft Asset Lifecycle : Strategies for Success Changing business requirements often require organizations to re-evaluate their business processes. This session will highlight new, planned, and often overlooked fuity in PeopleSoft Asset, Lease Administration (formerly Real Estate ), and Maintenance, intended to help organizations adapt to change. Fu Innovation Automating Business Processes Enable Fu Super Users Oracle Corp. Lecture Fu Maintenance The New Leasing Guidance and Its Impact to PeopleSoft Asset and Lease Administration In 2016, the FASB and IASB issued new accounting guidance that changes the guidelines by which to account for leases. In this session, you will learn more about the delivered and planned enhancements to PeopleSoft Asset and Lease Administration to help customers transition to and adopt the new accounting standards. Guidance to new leasing rules Impact of new rules on PeopleSoft solutions Oracle Corp. Lecture Fu Financial, Procurement (SRM) How to Monitor Your System Using the Peoplesoft Alert Framework Scheduled PeopleSoft processes may run long, be stuck in "Processing" or complete "Successfully" but actually have an error in the job and when this occurs an application manager may be none the wiser until users begin reporting issues. In order to combat these potential problems we will look at utilizing PeopleSoft Query Manager and Alert Framework to create robust notifications that will be automatically sent to a single user or group when these processes fail to complete in a timely manner or completes successfully with an error. Provide a method to monitor long running processes that may interfere with user's ability to utilize PeopleSoft due to incorrect data or locked tables and objects. Empower fu users to take control of monitoring system processes without relying on technical teams to implement complex coding. Pillar Staffing Solutions LLC Lecture Fu

10 Financial, Procurement (SRM) Getting Started With Supplier 360 The Supplier 360 is part of the Supplier Lifecycle initiative in PeopleSoft Release 9.2 Financials and Procurement. You may have seen a demo at previous conferences and now you re ready to roll it out to your users. This session will explain the various delivered metric as well as walk you through the options and links available on the Supplier 360 to ensure your users take full advantage of all the benefits it provides. TBD TBD Smart ERP Solutions Lecture Application Tools and Technology, Financial Powerful PeopleSoft Composite & Connected Query In this presentation, you will learn the powerful features of PeopleSoft Connected and Composite Query. Using either of these tools, you can create complex query reports not allowed using standard PS Query Manager. This session will provide an overview of the pros and cons of each along with real world examples, tips and tricks to expand your PeopleSoft report writing skills to a new level. Learn about powerful features and advantages of PS Connected Query. Explore a new level of working with queries. Find out how you can create complex reports all by yourself. SpearMC Demonstration Fu Applicable to All, Financial How Oracle BI Publisher Serves Your PeopleSoft Reporting Needs Receive a comprehensive understanding of Oracle s Overview of BI Publisher focusing delivered reporting capabilities that come bundled on data source, report layouts and with PeopleSoft 9.2. Compare BI Publisher (formerly output format. known as XML Publisher) to the existing and legacy reporting tools such as Crystal, nvision, Query and SQR. Raise your awareness of the reporting possibilities with BI Publisher. Provide evaluation criteria that can be SpearMC Demonstration used in determining which reports are candidates for BI Publisher Application Tools and Technology, Enterprise Service Automation (Projects) PeopleSoft Mobile Expenses your modern, fluid expense management and reporting tool In this presentation, you will see a demo and learn about implementing PeopleSoft Mobile Expenses (with Fluid Architecture) at a major specialty insurance company. The lead project manager will cover business requirements, fu design and configuration approach. He will also demonstrate Mobile Expenses in a real-world scenario on several mobile devices. Note: there will be applause and loud cheering from the audience. Provide thought leadership around required deliverables and activities to implement mobile expenses; this includes Requirements, Fit-Gap, Configuration, Bank Integration Specs, Use Cases for Testing, Training Documentation and Change Managemen Demonstrate a working version of PeopleSoft Mobile Expenses on several different mobile devices. Understand the requirements and pre-requisites to implement PeopleSoft Mobile Expenses. This includes PeopleTools 8.55, PUM Image 19-to-22, and mobile infrastructure. SpearMC Demonstration He will also address systems administration and technical nuances the audience will be interested to hear about as it pertains to opening up the firewall to external users. Of importance is the technical foundations of mobile expenses. Mr. Johnson will address the SpearMC provided technical support to build out a highly secure system architecture which enabled client to make full use of PeopleSoft Mobile Expenses fuity Financial PeopleSoft Billing & AR SIG Meeting PeopleSoft Billing & Accounts Receivable SIG Meeting. EAS topics that have been EAS topics that are IN DELIVERED for Billing and AR in 9.2 PROGRESS, UNDER REVIEW & Images. FOR FUTURE CONSERATION. EAS topics that are ACTIVE and need voted on. University of Central Florida SIG Meeting Fu Financial PeopleSoft Billing and Accounts Receivable Round Table Discussion Round table discussion for PeopleSoft Billing and AR users. Learn how others have implemented and are using PeopleSoft fuity to streamline their Billing and AR operations. Discussion will focus on best practices, tips and tricks so bring your knowledge and/or questions! Facilitate open discussion for PeopleSoft Billing and AR community to discuss ideas. Bring best pratices to light University of Minnesota Roundtable Financial PeopleSoft Treasury SIG Meeting PeopleSoft Treasury SIG Meeting Collaboration among PeopleSoft Treasury users Discuss challenges, best practices, and lessons learned with other customers who are leveraging the product Upcoming events and Potential Webinars small group breakout sessions Wells Fargo Bank, N.A. SIG Meeting To receive credit for sessions, visit the registration desk to receive your CPE tracking form. Upon completion of the conference, scan and to education@questdirect.org or turn in your form to any Quest staff or at the registration desk. Visit PeopleSoftRECONNECT.com to view times and locations and to build your agenda.