The College of Western Idaho (CWI) Business Office is available as a resource to all departments to provide training and answer questions on fiscal topics, upon request. Trainings can be customized for a specific audience, topic, or time frame to meet individual department needs. Periodically, the Business Office will offer college-wide training on topics of mutual interest. Watch for upcoming announcements on training sessions for the following topics:
- Events management
- Travel
- Service contracts and agreements
Training on the topics listed below are available at any time. Please contact the presenter to make arrangements. Presentations can be geared to staff in departmental or management roles, depending on the audience. If there is a topic of interest that is not included on the list below, please contact Brian Smith and the Business Office team will develop something for you.
Accounting:
Presenter: Brian D. Smith - BrianSmith2@cwi.edu
Topics: General Ledger Structure, Chart of Accounts, MyCWI, Gift/Prize/Award Form, Funds Transfer Form, Donations, Unrelated Business Income Tax, Invoicing, Cash Handling, Payroll, Project Accounting, Accruals and Prepaid Expenses, and Financial Statement Review
Accounts Payable:
Presenter: Renee Watson - ReneeWatson@cwi.edu
Topics: Accounts Payable Processes; Travel; Events; Prior Approval and Expense Forms for Travel, Meals, and Gifts; Fuel Pins; Interdepartmental Charges
Budgets
Presenter: Phil Varrick - PhilVarrick@cwi.edu or Dave Sorensen - davesorensen@cwi.edu
Topics: CWI Budget Process, Completing a Budget, Budget Transfers and Adjustments, MyCWI Budget Access, Using MyCWI, and Budget Management
Contracts and Formal Procurement
Presenter: Janet Gonzalez JanetGonzalez@cwi.edu
Topics: Types of Contracts, Pertinent Clauses, Signature Authority, Contract Management, Contract Submittal, Procurement Options, and Ethics in Purchasing; Usage of Statewide and Cooperative Contracts; Service Contracts
Procurement and Fixed Assets:
Presenter: Shari Davis - ShariDavis@cwi.edu
Topics: Purchase Order Processes – Initiating a Purchase Order, Purchasing Policies and Constraints, Signature and Bidding Requirements, and Purchase Order Management
Fixed Assets – Asset Acquisition Processes, Inventory Processes, Disposal Options and Procedures, and Policy and Legal Constraints
P-Cards
Presenter: Susan Kodesh - SusanKodesh@cwi.edu
Topics: Getting Started, Accessing US Bank, Purchasing and Card Usage, Documentation, Monthly Processing, and P-card Approval and Management Processes