2026 Financial Services Workshop
Annual Financial Services Workshop
Financial Services is pleased to announce the 19th Annual Financial Services Workshop.
Tuesday, February 17, 2026 | Main Campus Student Center at 501 E 10th Street.
The all-day event is designed for Banner Finance users.
Session Descriptions
Power BI Administration and Finance Operational Dashboard
The Power BI Administration & Finance Operational Dashboard (PDF) delivers campus-wide financial insights on multi-year revenue and expenses, budget performance, and fund balances, with security integrated directly through Banner financial access. Attendees will receive a brief walkthrough, learn how to request access, and see newly released features including monthly revenue and expense analytics.
AP Director
We are excited to introduce a new process that combines three commonly used AP forms into a single portal. Collectively known as AP Director (PDF), we are combining the PORT Confirming Order Do Not Send process, Contractual Services Payment Request Form, and Direct Pay Form into one easy to use platform. This new portal will accelerate the workflow and improve transparency as requests move through the payment process. Please join us to be one of the first end users to preview this new portal prior to its formal campus-wide rollout in the coming weeks.
Green Purchasing
There are a lot of myths around Environmentally Preferred Purchasing (EPP), but the ECU Sustainability Program would like to dispel some of those myths and teach ECU purchasers the truth about Green Purchasing (PDF). We’ll cover what questions to ask about products and their impacts, discuss what labels to look for when shopping online, highlight state laws and purchasing policies to try to conserve energy and water as well as reduce waste associated with packaging, shipping, and the end of a product’s useful life. Finally, we will provide a general overview of the ECU Sustainability Program, let attendees know how to get involved with our programs, and tell everyone about upcoming events this spring semester.
Disbursements
The Disbursements (PDF) Team (Accounts Payable, Emburse/Travel, ProCard and Supplier Management) will share updates and answers to regularly asked questions, as well as offering solutions on ways to avoid common issues. The team will also share tips & tools to help expedite processing your payment/vendor requests and open the floor for your questions.
Reducing Cash & Checks Initiative
ECU is implementing efforts to minimize cash on campus with the reducing cash & checks initiative (PDF). Join this session to discover why, understand the benefits to campus, and learn what options are available to your department to accept electronic payments.
Internal Audit
ECU’s Pirate Auditors team will lead an interactive session on internal controls, fraud, and risks. The session will include information about scenarios that have occurred (or could occur, and how they may be prevented or detected. Prizes for participants are included!
Protecting the Pirate Treasure Workshop (PPTX)
Materials Management
Materials Management (PDF) will discuss some hot topics including delegation of authority, purchases on state term contracts, and end of fiscal year preparation for purchases and timeframe it could take for the technology review process, bidding timeframe, etc.
Intro to Microsoft Teams
Discover how Microsoft Teams and OneDrive (PDF) work together to streamline your daily workflow. In this session, you’ll learn how to communicate more effectively, collaborate in real time, organize your files, and stay productive from anywhere. We’ll walk through practical tips for managing chats and channels, sharing and co editing documents and keeping your content secure across devices. Whether you’re new to these tools or looking to level up your efficiency, this session will help you make Teams and OneDrive the hub of your workday.
EPAFs
This session provides an overview of the Employee Self‑Service Electronic Personnel Action Form (EPAF) process, designed to help employees efficiently submit personnel actions. Participants will learn how EPAFs (PDF) support timely and accurate updates to employee records within the Banner HR system
Through a guided walkthrough, we’ll explore the full EPAF lifecycle—from selecting the transaction types to routing for approvals and monitoring form status. Attendees will gain clarity on commonly used EPAFs, required fields, effective dating, and best practices to prevent delays or errors.
ITF Updates
Institutional Trust Funds (ITFs) play a vital role in supporting ECU’s operations across numerous functional areas. Join the ITF (PDF) team for an informative session highlighting the various fund types and how they can strengthen the financial management of your unit. This session will include a walkthrough of key processes and address many frequently asked questions to help ensure effective and compliant fund utilization.
Financial Services Roundtable
What else??? Financial Services leadership has reserved the final session of the day just for you. We’re hopeful that the sessions throughout the day will have addressed any and all of your questions, but this is your time to cover any that remain. This interactive session is 100% about you and your questions.