2019 PeopleSoft

Conference Brochure
Thursday, October 24, 2019
8:00 am - 3:00 pm
1 day, 32 topics, 42 participating organizations

Keynote Speaker: Terry Loftus, Assistant Superintendent ITS, SDCOE

#sdcoepsconf App for Conference info and materials

Materials also available on the PeopleSoft Support Website

http://crc.sdcoe.net/peoplesoftconference

Special Thanks to our Sponsors:

 Time Session Name Room Facilitators & Guest Speakers
Registration &
Continental Breakfast by Ranch Catering Near 500 Breakfast has been provided through the generous donations
Breakfast Breakfast burritos, fruit, coffee/tea Building of our sponsors.
8:00-8:30 am

Outdoor Opening Session John Vaillancourt (SDCOE), Krista D’Agostino (Santee), Olga
Opening Session Near 500
Welcome, introductions, overview of the day, West (Asst. Supt. Escondido Union High), Barbara Thiss
8:30-9:00 am Building
icebreaker activity (SDCOE)

*Benefits Are Not A Game of Chance 307 Tina Peterson (San Dieguito), Matthew Swartout (SDCOE)

Comm Lab Ana Machado (Escondido Elem), Michelle Cagle (Escondido

*Best Excel formulas to work with your data
1&3 Elem)

*Excel Pivot Table LL 1-2 Von Nguyen (SDCOE), Justine Galura (SDCOE)

Olivia Aguirre (SDCOE), Carlos Zamora (Imperial County

*Excel Vlookup LL 3-4
COE)

*Retirement in PeopleSoft 402 Tammy Britt (SDCOE)

Session A
AP Tips and Tricks... Simplifying the Karen Harris (Del Mar), Jonathan Meraz (Solana Beach),
9:10-10:00 am 401
Process (amazon, sdge,..) Ariana Rangel (SDCOE)

Financial Analysis and Reporting Tools Part Mark Pong (Del Mar), Terri Dar (Carlsbad), Miranda Durning
Annex C
I of II (Lakeside), Alejandro Galindo (SDCOE)

How to Audit DBT, Positions, and Job Data 306 Becky Fino (SDCOE), Sondra Evans (Ramona)

How to Prepare Your Data for Mass Salary Comm Lab Janine Perez (SDCOE), Joan DeKoven (SDCOE),
Updates for Your District 2&4 Jodi King (South Bay), Diana Sanchez-Aldana (South Bay)

The Advantages We Saw from Implementing Tatiana Patton (SDCOE), Rich Fayad (SDCOE),
301
ESS Pagelets Sharon Pacheco (Lemon Grove), Sondra Evans (Ramona)

Olivia Aguirre (SDCOE), Carlos Zamora (Imperial County

*Excel Macros LL 3-4
COE)

*Excel Pivot Table LL 1-2 Von Nguyen (SDCOE), Melissa Saterlee (Ramona)

*Retirement in PeopleSoft 402 Tammy Britt (SDCOE), Joan DeKoven (SDCOE)

Financial Analysis and Reporting Tools, Mark Pong (Del Mar), Terri Dar (Carlsbad),
Annex C
Part II Miranda Durning (Lakeside)

For Beginners: How Job Data and Position Becky Fino (SDCOE), Krista D'Agostino (Santee), Sondra
306
Session B Screens Impact Other Screens Evans (Ramon)
10:10-11:00 am
Kay Pugh (SDCOE), Ana Machado (Escondido Elem),
For Beginners: Introduction to Budgets 301
Sharon Curtis (SDCOE)

For Beginners: Introduction to PeopleSoft 307 Wendyl Aban (SDCOE), Barbara Thiss (SDCOE)

Comm Lab
Methods to Validate Payroll Encumbrances Sally Morton (SDCOE), Anthony Rodgers (SDCOE)
2&4

Comm Lab Tatiana Patton (SDCOE), Rich Fayad (SDCOE),

Tips and Tricks for Query Managers
1&3 Sergey Malygin (La Mesa-Spring Valley)

What's New in Purchasing? 401 Jocelyn Milla (SDCOE), Lauren Holt (Valley Center-Pauma)

*Excel Pivot Table LL 1-2 Von Nguyen (SDCOE), Justine Galura (SDCOE)

Session C Olivia Aguirre (SDCOE), Carlos Zamora (Imperial County

*Excel Vlookup LL 3-4
11:10 am-12:00 pm COE)

Auditing Step Increases 306 Jason Cohee (SDCOE), Sondra Evans (Ramona)
 Time Session Name Room Facilitators & Guest Speakers
Casey Choate (SDCOE), Sally Morton (SDCOE),
Credentials in PeopleSoft 307
Michelle Ackerman (SDCOE)

For Beginners: How to Schedule Queries

402 Tatiana Patton (SDCOE), Allison White (SDCOE)
and Reports
How to Handle Purchasing Pre-
Annex C Jocelyn Milla (SDCOE)
Encumbrances and Encumbrances

Kay Pugh (SDCOE), Karen Harris (Del Mar),

Session C Suppliers and 1099s 401
Francesca Martinez (SDCOE), Michele Wegman (Encinitas)
(continued)
11:10 am-12:00 pm
Test Your Payroll Knowledge 301 Janine Perez (SDCOE), Paula Rians (Chula Vista)

When Should I Request Correct History for Comm Lab Becky Fino (SDCOE), Janet Ortega (SDCOE), Renee Evans
Job Data and Positions? 2&4 (SDCOE), Linsay O'Brien (SDCOE), Bill Dowler (SDCOE)

Anthony Rodgers (SDCOE), Katie Borts (Santee), Emma

Comm Lab Puentes (La Mesa-Spring Valley), Terri Freepartner
Your Successful Benefits Practices
1&3 (Coronado), Keri Wutzke (Lakeside), Rhonda Brown (San
Pasqual)

Near
Lunch (Outdoors) Lunch has been provided through the generous donations of
Taco Bar by SDCOE Cafeteria Building
12:00-1:00 pm our sponsors.
500
At the
Cupcakes with CAB
Point, end Great opportunity to meet with our Customer Advisory Board
(At the Point) Cupcakes with CAB
of 500 (CAB) members and enjoy dessert.
12:30-1:00 pm
Building

*Benefits Are Not A Game of Chance 307 Tina Peterson (San Dieguito), Matthew Swartout (SDCOE)

*Best Excel Formulas to Work with Your Ana Machado (Escondido Elem), Michelle Cagle (Escondido
Annex C
Data Elem)
Olivia Aguirre (SDCOE), Carlos Zamora (Imperial County
*Excel Macros LL 3-4
COE)
*Excel Pivot Table LL 1-2 Von Nguyen (SDCOE), Alejandro Galindo (SDCOE)

Encumbrance Definitions Screen: How Can I

305 Anthony Rodgers (SDCOE), Joan DeKoven (SDCOE)
Get Payroll to Pre-Encumber a Certain Way?

Session D
1:10-2:00 pm Jocelyn Milla (SDCOE), Sally Morton (SDCOE),
Financial Asset Management: Loading Comm Lab
Kathy Osborn (Lemon Grove), Laura Medina (Oceanside),
Legacy Assets and Other Topics 1&3
Debbie Kelly (San Dieguito)

How to Implement PeopleSoft ESS Absence

301 Tatiana Patton (SDCOE), Rich Fayad (SDCOE)
Requests and Approvals

How to Research Payroll Suspense 306 Kay Pugh (SDCOE), Justine Galura (SDCOE)

Purchasing Roundtable 401 Rico Edillor (SDCOE), Lorraine Hamann (SDCOE)

Comm Lab
Putting HCM Best Practices into Practice Becky Fino (SDCOE), Sondra Evans (Ramona)
2&4

Closing Session Treats & Closing Session 401-402

Churros, Terry Loftus (SDCOE), Barbara Thiss (SDCOE),
2:10-3:00 pm Keynote Speaker: Terry Loftus John Vaillancourt (SDCOE)

*An asterisk (*) indicates the topic is offered multiple times.

A b i g t ha nk yo u t o a l l t he Di s t r i c t s t h a t c r e a t e d pr e s e nt a t i o n s :
Carlsbad Chula Vista Coronado Del Mar Encinitas Escondido Elementary Imperial County COE

La Mesa-Spring Valley Lakeside Lemon Grove Oceanside Poway Ramona San Dieguito

San Pasqual Santee SDCOE Solana Beach South Bay Valley Center-Pauma
 • You have 4 “sign in stickers” (ABCD) to speed up
8:00-8:30, Registration & Continental Breakfast

ITEMS TO NOTE
entry to sessions
8:30-9:00, Opening Session (outdoors)
• The “trading stickers” are for networking and
SCHEDULE
9:10-10:00, Session A
10:10-11:00, Session B sharing contact info
11:10-12:00, Session C • Flip open your table tent to jot down takeaways
12:00-1:00, Lunch • Lunch: Taco Bar
1:10-2:00, Session D • Please visit our vendor booths at lunch
2:10-3:00, Closing Session
• Lost & Found at Registration Table

Planning Committee:

Karen Harris (Del Mar), Mark Pong (Del Mar), Michelle Cagle (Escondido Elementary), Ana Machado (Escondido Elementary, Chad
Leptich (Julian Elementary), Sondra Evans (Ramona), Tina Peterson (San Dieguito), Krista D'Agostino (Santee), Tory Long (Santee),
Olivia Aguirre (SDCOE), Ashlee Cadwell (SDCOE), Lorraine Hamann (SDCOE). SDCOE Services and Solutions team members: Becky
Fino, Lori Free-Trout, Kimberly Harrison, Peyri Herrera, Kimberly Magdaluyo, Sally Morton, Von Nguyen, Barbara Thiss and John
Vaillancourt.

Thank you to our sponsors for hosting breakfast, lunch, and Closing Session treats for all attendees, and
for assistance with conference costs.

CherryRoad (www.cherryroad.com) is honored to partner with SDCOE in supporting your PeopleSoft system. For 30+ years, we’ve successfully partnered
with education clients to modernize and manage their back-office systems. CherryRoad is an owner-operator of our own infrastructure – data centers, coast-
to-coast IP backbone, and the underlying physical server and network infrastructure of our cloud environment. In addition, we are also an approved USAC
Service Provider and have been providing E-Rate eligible services to customers since 1998.

Ernst & Young is committed to building a better working world by helping our clients achieve sustainable growth and performance. We do this by being the
organization that asks better questions to help your organization operate more efficiently, manage risk, foster growth and inspire confidence. Through smart
questions, we seek to understand business issues critical to our clients and challenge, inspire and unlock new solutions. The work we do with each client
has a ripple effect, helping create wider economic and social benefits today and a strong legacy for a better tomorrow.

Concentra Improving the health of America’s workforce, one patient at a time! We’re committed to treating work-related injuries and getting your employees
back to work.
VEBA, Mission Federal, Digital Schools, PowerSchools, Sparkletts, Dental Dental and the San Diego County Office of Education are also contributors.