Financial PUG Meeting 100710 Alicia Kinsey PeopleSoft Technology Services Manager KAR Auction Services, Inc. Alicia.kinsey@karauctionservices.com

Agenda Introduction of the Financials PUG My Ideas Space Panel Discussion Share ideas for future calls – Notepads circulating What do you want to learn more about? What do you want to hear from other customers?

PS Financials Product User Group Overarching home for PeopleSoft Financial Users at Quest A community of PeopleSoft Financials reporting and application users who discuss ideas, provide discussion and training forums, provide opportunities to network with fellow users and offer the unique opportunity to interact directly with the PeopleSoft team members at Oracle. Promote collaboration, involvement, enhancement, enhancing the end user experience. Specific focus on reporting tools as they are used across the Financial modules.

Financials PUG Leadership Team Alicia Kinsey Jo Ann Musgrave PeopleSoft Technology Services Manager Director of Financial Information Systems KAR Auction Services, Inc. The Art Institute of Chicago Alicia.Kinsey@karauctionservices.com jmusgrave@artic.edu Scott Schiefer Sheila Richardson Financial Systems Manager Manager, Applications Frankenmuth Insurance Ingram Content Group scott.schiefer@fmins.com shelia.richardson@ingramcontent.com Audrey Carter Pam Dymoke Director, Accounting Systems Financial Manager Lincoln Financial Group Hennepin County, MN Audrey.Carter2@lfg.com Pamela.Dymoke@hennepin.us Jennifer Bentley Senior PeopleSoft Administrator Lockton Companies jbentley@lockton.com

Financial SIGs (Special Interest Groups) Under the Financials PUG umbrella are the following SIGs: PeopleSoft General Ledger Roundtable – Wednesday @ 9:15am PeopleSoft Billing and AR SIG – Today @ 3:00pm PeopleSoft Billing and AR Roundtable - Wednesday @ 1:30pm PeopleSoft Treasury SIG – Wednesday @ 11:15am Project Costing Roundtable - Wednesday @ 4:30pm PeopleSoft Asset Management - Roundtable - Wednesday @ 1:30pm PeopleSoft Maintenance Management SIG - Wednesday @ 8:00am

Join the PUG and SIGs

Join the PUG and SIGs

Join the PUG and SIGs

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New Enhancement Tool

New Enhancement Tool

New Enhancement Tool

Panel Discussion Financials PUG Members: Alicia Kinsey - KAR Auction Services, Inc. Scott Schiefer - Frankenmuth Insurance Audrey Carter - Lincoln Financial Group Jennifer Bentley - Lockton Companies Jo Ann Musgrave - The Art Institute of Chicago Sheila Richardson - Ingram Content Group Guest SIG Leaders: Jeff Martin – Intermountain Healthcare

Panel Discussion Who is on Peopletools 8.55? What have you found noteworthy from the new Peopletools? New features worth considering? Trouble spots? Who is using Fluid? What parts are you using? What has worked well? Not so well? How has user adoption gone? Any performance issues? Who has adopted selective adoption “PUM strategy”? What changed from how you upgraded in the past? Have you incorporated Test Framework?

alicia.kinsey@karauctionservices.com

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