1. Financial PUG Meeting 100710 Alicia Kinsey
PeopleSoft Technology Services Manager
KAR Auction Services, Inc.

2. 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?

3. 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.

4. 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
Scott Schiefer
Sheila Richardson
Financial Systems Manager
Manager, Applications
Frankenmuth Insurance
Ingram Content Group
Audrey Carter
Pam Dymoke
Director, Accounting Systems
Financial Manager
Lincoln Financial Group
Hennepin County, MN
Jennifer Bentley
Senior PeopleSoft Administrator
Lockton Companies

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

6. Join the PUG and SIGs

7. Join the PUG and SIGs

8. Join the PUG and SIGs

9. Receive Forum Discussion Replies

10. New Enhancement Tool

11. New Enhancement Tool

12. New Enhancement Tool

13. 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

14. 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?

16. 100710