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Training Resources for State Agencies and Employees
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| Topics | Training Title | Event Name/Date | Owner/Presenter | Presentation | Handouts |
|---|---|---|---|---|---|
| Accounting | Reconciliations: Ledgers and Cash | 2013 Fall Conference | Bureau of Financial Reporting and Oil Spill Remediation | Presentation (PDF) | |
| Payroll | Balance of Contract for SUNY Employees and Pay Equity for Institution Teachers | 2013 Fall Conference | Bureau of State Payroll Services | Presentation (PDF) | |
| Payroll | Payroll Earnings Day to Day & Duplicates, Soft Warnings and General Comments | 2013 Fall Conference | Bureau of State Payroll Services | Presentation (PDF) | |
| Payroll | Processing Salary Payments Pursuant to Court Orders, Awards and Settlement Agreements (Formerly Back Salary Awards) | 2013 Fall Conference | Bureau of State Payroll Services | Presentation (PDF) | |
| Payroll | Step 3 Grievances | 2013 Fall Conference | Bureau of State Payroll Services | Presentation (PDF) | |
| Payroll | The Certification Process and You | 2013 Fall Conference | Bureau of State Payroll Services | Presentation (PDF) | |
| Procurement | State Authority Contract Reporting, Filing and Approval Requirements | 2013 Fall Conference | Bureau of Contracts | Presentation (PDF) | Class Exercises for State Authorities Determining If a New State Authority Contract Amendment is Subject to OSC Filin… Determining If a New State Authority Contract is Subject to OSC Filing or Prior… |
| Accounting | Reporting Uncashed Checks to the Office of Unclaimed Funds | 2014 Fall Conference | Office of Unclaimed Funds | Presentation (PDF) | |
| Payroll | Fair Labor Standards Act: Overtime Rules | 2014 Fall Conference | Bureau of State Payroll Services | Presentation (PDF) | |
| Procurement | RFP Basics | 2014 Fall Conference | Bureau of Contracts | Presentation (PDF) | |
| Payroll | Retroactive Payments Over One Year Old | 2015 Fall Conference | Bureau of State Payroll Services | Presentation (PDF) | |
| Procurement | IFB/RFP Documentation Guide Tips | 2015 Fall Conference | Bureau of Contracts | Presentation (PDF) | |
| Accounting | SFS Accounting Basics: Transaction Processing from Budgets to Ledgers – Accounting Man to the Rescue! | 2016 Fall Conference | Bureau of Financial Reporting and Oil Spill Remediation | Presentation (PDF) | Transaction Flows |
| Payroll | Workers' Compensation Workshop | 2016 Fall Conference | Bureau of State Payroll Services | Workers' Comp References Workers' Comp Exercises Workers' Comp Solutions |
|
| Procurement | Contract Submission AG and OSC | 2016 Fall Conference | Bureau of Contracts Department of Law |
Presentation (PDF) | |
| Procurement | Gateway to Success in Grant Procurements | 2016 Fall Conference | Bureau of Contracts Office of Information Technology Services |
Presentation (PDF) | |
| Procurement | Lease Contracts for Real Property: The Life Cycle of a Lease | 2016 Fall Conference | Bureau of Contracts Office of General Services, Business Services Center |
Presentation (PDF) | Common Lease Terminology Holdover Lease Cost Notes New Lease Step-By-Step OGS Fair Reasonable Guidelines Sample Holdover Letter Sample Lease Calculation |
| Procurement | Test Your Request for Proposal (RFP) Knowledge | 2016 Fall Conference | Bureau of Contracts | Presentation (PDF) | |
| Expenditures | Optimizing the Agency/Vendor Relationship | 2018 Fall Conference | Bureau of State Expenditures Statewide Financial System |
Presentation (PDF) | |
| Expenditures | Voucher, Vendor, and Payment Processing | 2018 Fall Conference | Bureau of State Expenditures | Presentation (PDF) | |
| Procurement | Is there a Procurement Opportunity? Best practices for advertising Single and Sole Source contracts | 2018 Fall Conference | Bureau of Contracts | Presentation (PDF) | |
| Vendor Responsibility | Vendor Responsibility for Subcontractors - Follow the State's Money | 2018 Fall Conference | Bureau of Contracts | Presentation (PDF) | |
| Accounting | FBIC Allocation Process | 2019 Fall Conference | Bureau of State Accounting Operations | Presentation (PDF) | |
| Accounting | Finding the "Fun" in Refunds | 2019 Fall Conference | Bureau of State Accounting Operations | Presentation (PDF) | |
| Accounting | New York State Accounting Operations Bootcamp | 2019 Fall Conference | Bureau of State Accounting Operations | Presentation (PDF) | |
| Expenditures | Collaborating with Your Vendors | 2019 Fall Conference | Bureau of State Expenditures | Presentation (PDF) | |
| Expenditures | Policies and Best Practices for Purchasing and Receiving | 2019 Fall Conference | Bureau of State Expenditures | Presentation (PDF) | |
| Expenditures | Risk Assessment 101 | 2019 Fall Conference | Bureau of State Expenditures | Presentation (PDF) | |
| Expenditures | Vendor Management Fundamentals | 2019 Fall Conference | Bureau of State Expenditures | Presentation (PDF) | |
| Expenditures | Voucher and Payment Processing | 2019 Fall Conference | Bureau of State Expenditures | Presentation (PDF) | |
| Financial Reporting | An Introduction to Financial Reporting for NYS | 2019 Fall Conference | Bureau of Financial Reporting and Oil Spill Remediation | Presentation (PDF) | |
| Payroll | Salary Determination Workshop Part 2 | 2019 Fall Conference | Bureau of State Payroll Services | Presentation (PDF) | |
| Payroll | An Introduction to Payroll | 2019 Fall Conference | Bureau of State Payroll Services | Presentation (PDF) | Handout (PDF) |
| Payroll | Paycheck Taxes Workshop | 2019 Fall Conference | Bureau of State Payroll Services | Presentation (PDF) | Handout (PDF) |
| Payroll | Check Reversal (AC-230) Workshop | 2019 Fall Conference | Bureau of State Payroll Services | Presentation (PDF) | Examples (PDF) |
| Payroll | Additional Pay Adjustments | 2019 Fall Conference | Bureau of State Payroll Services | Presentation (PDF) | Handout (PDF) |
| Payroll | Direct Deposit and Payroll Check Reissuance | 2019 Fall Conference | Bureau of State Payroll Services | Presentation (PDF) | |
| Payroll | Garnishments: The Income Execution Process | 2019 Fall Conference | Bureau of State Payroll Services | Presentation (PDF) | |
| Payroll | Upgrade to 9.2 Update | 2019 Fall Conference | Bureau of State Payroll Services | Presentation (PDF) | |
| Payroll | Salary Scenario Answers | 2019 Fall Conference | Bureau of State Payroll Services | Presentation (PDF) | |
| Payroll | Salary Scenarios | 2019 Fall Conference | Bureau of State Payroll Services | Presentation (PDF) | |
| Payroll | Salary Handout | 2019 Fall Conference | Bureau of State Payroll Services | Presentation (PDF) | |
| Payroll | Salary Determination Workshop Part 1 | 2019 Fall Conference | Bureau of State Payroll Services | Presentation (PDF) | |
| Procurement | Advance Your Request for Proposal (RFP) Knowledge | 2019 Fall Conference | Bureau of Contracts | Presentation (PDF) | |
| Procurement | Best Practices for Best Price Procurements: Learn the Step-by-Step Process for Issuing an Invitation for Bids (IFB) | 2019 Fall Conference | Bureau of Contracts | Presentation (PDF) | |
| Procurement | Grants Partnership to Success (GPS) To Yes! | 2019 Fall Conference | Bureau of Contracts | Presentation (PDF) | |
| Procurement | Prepare for Approval: What to Submit with your Invitation for Bid (IFB) or Request for Proposal (RFP) Procurement Record | 2019 Fall Conference | Bureau of Contracts | Presentation (PDF) | |
| Procurement | Real Property Leasing for State Agencies | 2019 Fall Conference | Bureau of Contracts | Presentation (PDF) | |
| Procurement | Using the Electronic Document Submission System | 2019 Fall Conference | Bureau of Contracts | Presentation (PDF) | |
| Procurement | Vendor Responsibility and Workers Compensation Requirments | 2019 Fall Conference | Bureau of Contracts | Presentation (PDF) | |
| Systems | Maximizing the Benefits of the Travel & Expense Report Builder | 2019 Fall Conference | Statewide Financial System | Presentation (PDF) | |
| Systems | Tips and Tricks to Better Manage Your Work Using SFS | 2019 Fall Conference | Statewide Financial System | Presentation (PDF) | |
| Systems | Using SFS Analytics for Your Agency's Reporting and Data Needs | 2019 Fall Conference | Statewide Financial System | Presentation (PDF) | |
| Accounting | Budgets and Spending | 2020 Virtual Fall Conference | Bureau of State Accounting Operations | Video (mp4) | Presentation (PDF) |
| Accounting | Cash Management | 2020 Virtual Fall Conference | Bureau of State Accounting Operations | Video (mp4) | Presentation (PDF) |
| Accounting | Federal Billing and Projects | 2020 Virtual Fall Conference | Bureau of State Accounting Operations | Video (mp4) | Presentation (PDF) |
| Accounting | Revenue, Refunds and Financial Plan Implementation | 2020 Virtual Fall Conference | Bureau of State Accounting Operations | Video (mp4) | Presentation (PDF) |
| Financial Reporting | GASB Changes to Financial Reporting Requirements for Certain NYS Contracts | 2020 Virtual Fall Conference | Bureau of Financial Reporting and Oil Spill Remediation | Video (mp4) | Presentation (PDF) |
| Financial Reporting | Implementing the GASB Changes - The Role of Agency Chief Financial Officers | 2020 Virtual Fall Conference | Bureau of Financial Reporting and Oil Spill Remediation | Video (mp4) | Presentation (PDF) |
| Procurement | Answering Your Procurement and Contracting Questions | 2020 Virtual Fall Conference | Bureau of Contracts | Video (mp4) | Presentation (PDF) |
| Procurement | Grants Best Practices | 2020 Virtual Fall Conference | Bureau of Contracts | Video (mp4) | Presentation (PDF) |
| Procurement | Vendor Responsibility Basics | 2020 Virtual Fall Conference | Bureau of Contracts | Video (mp4) | Presentation (PDF) |
| Accounting | Life Cycle of Uncashed State Checks | 2021 Virtual Fall Conference | Office of Unclaimed Funds | Video (mp4) | Presentation (PDF) |
| Accounting | Administration of State Agency Bank Accounts | 2021 Virtual Fall Conference | Bureau of State Accounting Operations | Video (mp4) | Presentation (PDF) |
| Accounting | Introduction to the Office of Operations (OOO) | 2021 Virtual Fall Conference | Bureau of Contracts Bureau of Financial Reporting and Oil Spill Remediation Bureau of State Accounting Operations Bureau of State Expenditures Bureau of State Payroll Services Office of Unclaimed Funds |
Video (mp4) | Presentation (PDF) Handout |
| Accounting | Reviewing Appropriation Information in SFS | 2021 Virtual Fall Conference | Bureau of State Accounting Operations | Video (mp4) | Presentation (PDF) |
| Accounting | Sole Custody Reporting | 2021 Virtual Fall Conference | Bureau of Financial Reporting and Oil Spill Remediation | Video (mp4) | Presentation (PDF) |
| Expenditures | The Agencies’ Role in Reporting Payments on the New 1099-NEC (Non-Employee Compensation) Form | 2021 Virtual Fall Conference | Bureau of State Expenditures Statewide Financial System |
Video (mp4) | Presentation (PDF) |
| Expenditures | Contract Payment Review: Are We Getting What We Pay For? (Formerly Known as Contract Monitoring) | 2021 Virtual Fall Conference | Bureau of State Expenditures | Video (mp4) | Presentation (PDF) |
| Expenditures | Travel Basics and Beyond | 2021 Virtual Fall Conference | Bureau of State Expenditures | Video (mp4) | Presentation (PDF) |
| Financial Reporting | Financial Reporting Updates - New GASB Standards | 2021 Virtual Fall Conference | Bureau of Financial Reporting and Oil Spill Remediation | Video (mp4) | Presentation (PDF) |
| Payroll | Know Your W-2 and Tax Statement | 2021 Virtual Fall Conference | Bureau of State Payroll Services | Video (mp4) | Presentation (PDF) |
| Payroll | General Deductions and Direct Deposit | 2021 Virtual Fall Conference | Bureau of State Payroll Services | Video (mp4) | Presentation (PDF) |
| Payroll | Workers' Compensation in PayServ | 2021 Virtual Fall Conference | Bureau of State Payroll Services | Video (mp4) | Presentation (PDF) |
| Payroll | Navigating Retirement and Savings Plans in PayServ 9.2 | 2021 Virtual Fall Conference | Bureau of State Payroll Services | Video (mp4) | Presentation (PDF) |
| Payroll | PayServ Batch Schedule Overview | 2021 Virtual Fall Conference | Bureau of State Payroll Services | Video (mp4) | Presentation (PDF) |
| Payroll | OSC and Agency Processing Schedule | 2021 Virtual Fall Conference | Bureau of State Payroll Services | Video (mp4) | Presentation (PDF) |
| Procurement | Lease Q&A – Best Practices for Lease Contract Submissions | 2021 Virtual Fall Conference | Bureau of Contracts | Video (mp4) | Presentation (PDF) |
| Procurement | Setting Your Agency Up for Success – Purchase Order Best Practices | 2021 Virtual Fall Conference | Business Services Center Statewide Financial System Office of Parks, Recreation and Historic Preservation |
Video (mp4) | Presentation (PDF) |
| Procurement | Procurement Concepts and Best Practices | 2021 Virtual Fall Conference | Bureau of Contracts | Video (mp4) | Presentation (PDF) |
| Systems | SFS Coach - Help When You Need It | 2021 Virtual Fall Conference | Statewide Financial System | Video (mp4) | Presentation (PDF) |
| Systems | SFS Analytics for Advanced Users: Using Statewide Financial System (SFS) Data to Analyze Spending | 2021 Virtual Fall Conference | Statewide Financial System | Video (mp4) | Presentation (PDF) |
| Vendor Responsibility | Advanced Vendor Responsibility Topics | 2021 Virtual Fall Conference | Bureau of Contracts | Video (mp4) | Presentation (PDF) |
| Expenditures | Travel Basics and Beyond – Travel Status and Lesser of Mileage | eLearning | Bureau of State Expenditures | Video (mp4) | |
| Expenditures | Travel Basics and Beyond – Per Diems | eLearning | Bureau of State Expenditures | Video (mp4) | |
| Expenditures | Travel Basics and Beyond – Transportation | eLearning | Bureau of State Expenditures | Video (mp4) | |
| Expenditures | Travel Basics and Beyond – Miscellaneous Items and Taxable Travel | eLearning | Bureau of State Expenditures | Video (mp4) | |
| Expenditures | Travel Basics and Beyond – Reminders, Best Practices and Resources | eLearning | Bureau of State Expenditures | Video (mp4) | |
| Procurement | Benefits of the Online Vendor Responsibility Questionnaire | eLearning | Bureau of Contracts | Video (mp4) | |
| Procurement | Online Vendor Responsibility System Benefits for Agencies | eLearning | Bureau of Contracts | Video (mp4) | State employees: Watch video in SLMS & receive a completion certificate |
| Procurement | Funds Reservation - Calculating Pre-Encumbrance Amounts for New Contracts and Amendments | eLearning | Bureau of Contracts | Video (mp4) | State employees: Watch video in SLMS & receive a completion certificate |
| Procurement | Electronic Documents Submission System (EDSS) Video Library - Procurement Contracts and Amendments | eLearning | Bureau of Contracts | Video (mp4) | State employees: Watch video in SLMS & receive a completion certificate |
| Procurement | Completing the Vendor Responsibility Profile - Part 1 | eLearning | Bureau of Contracts | Video (mp4) | State employees: Watch video in SLMS & receive a completion certificate |
| Procurement | Completing the Vendor Responsibility Profile - Part 2 | eLearning | Bureau of Contracts | Video (mp4) | State employees: Watch video in SLMS & receive a completion certificate |