| Topics | Training Title | Event Name/Date | Owner/Presenter | Presentation | Handouts |
|---|---|---|---|---|---|
| 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 |
| Procurement | Benefits of the Online Vendor Responsibility Questionnaire | eLearning | Bureau of Contracts | Video (mp4) | |
| Expenditures | Travel Basics and Beyond – Travel Status and Lesser of Mileage | eLearning | Bureau of State Expenditures | 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 |
| 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 | 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 |
| Accounting | Treasury – General Checking | 2024 Virtual Fall Conference | Department of Taxation and Finance | Video (mp4) | Presentation (PDF) |
| Systems | SFS Coach Training and Support | 2024 Virtual Fall Conference | Statewide Financial System | Video (mp4) | Presentation (PDF) |
| Systems | Managing Travel and Expense Reimbursement in SFS | 2024 Virtual Fall Conference | Statewide Financial System | Video (mp4) | Presentation (PDF) |
| Systems | SFS Analytics Reports to Monitor Procurement Activity | 2024 Virtual Fall Conference | Statewide Financial System | Video (mp4) | Presentation (PDF) |
| Procurement | The Procurement Timeline and Electronic Procurement Record | 2024 Fall Conference | Bureau of Contracts | Video (mp4) | Presentation (PDF) |
| Procurement | Procurement Thresholds | 2024 Fall Conference | Bureau of Contracts | Video (mp4) | Presentation (PDF) |
| Accounting | Reporting on Bank Accounts | 2024 Fall Conference | Bureau of State Accounting Operations Bureau of Financial Reporting and Oil Spill Remediation |
Video (mp4) | Presentation (PDF) |
| Systems | OOO Contact Management Application Walkthrough | 2024 Fall Conference | Bureau of Analysis, Support and Knowledge Transfer Bureau of Financial Reporting and Oil Spill Remediation Bureau of State Expenditures Bureau of State Payroll Services |
Video (mp4) | Presentation (PDF) |
| Payroll | Payroll Corrections | 2024 Fall Conference | Bureau of State Accounting Operations Bureau of State Expenditures Bureau of State Payroll Services |
Video (mp4) | Presentation (PDF) |
| Financial Reporting | Deep Dive into the Agency Financial Reporting Package (AFRP) | 2024 Fall Conference | Bureau of Financial Reporting and Oil Spill Remediation | Video (mp4) | Presentation (PDF) |
| Financial Reporting | GASBS No. 101 – Compensated Absences | 2024 Fall Conference | Bureau of Financial Reporting and Oil Spill Remediation | Video (mp4) | Presentation (PDF) |
| Payroll | New York State Payroll Online (NYSPO) | 2024 Fall Conference | Bureau of State Payroll Services | Video (mp4) | Presentation (PDF) |
| Payroll | PayServ Batch Schedule/OSC and Agency Processing Schedule | 2024 Fall Conference | Bureau of State Payroll Services | Video (mp4) | Presentation (PDF) |
| Payroll | New and Essential Tools in Payroll Deductions | 2024 Fall Conference | Bureau of State Payroll Services | Video (mp4) | Presentation (PDF) |
| Accounting | Projects Guide and Federal Grant Request Guide Walkthrough and Moving Expenditures Charged Prior to Conversion to a PCIP Converted Project ID | 2024 Fall Conference | Bureau of State Accounting Operations | Video (mp4) | Presentation (PDF) |
| Accounting | Appropriation Budget Journals | 2024 Fall Conference | Bureau of State Accounting Operations | Video (mp4) | Presentation (PDF) |
| Expenditures | Contract Payment Review | 2024 Fall Conference | Bureau of State Expenditures | Video (mp4) | Presentation (PDF) |
| Expenditures | Travel Refresher and FAQs | 2024 Fall Conference | Bureau of State Expenditures | Video (mp4) | Presentation (PDF) |
| Expenditures | Tips, Tricks, and Techniques of the New York State Vendor File and 1099 Processing | 2024 Fall Conference | Bureau of State Expenditures | Video (mp4) | Presentation (PDF) |
| Payroll | Useful Payroll Reference Materials/Civil Service Salary Differentials Approval Flow | 2023 Virtual Fall Conference | Bureau of State Payroll Services | Video (mp4) | Presentation (PDF) |
| Accounting | Treasury Deposits | 2023 Virtual Fall Conference | Department of Taxation and Finance | Video (mp4) | Presentation (PDF) |
| Procurement | Contracting and Procurement Topics with the Bureau of Contracts | 2023 Virtual Fall Conference | Bureau of Contracts | Video (mp4) | Presentation (PDF) |
| Payroll | NYSPO (New York State Payroll Online) | 2023 Virtual Fall Conference | Bureau of State Payroll Services | Video (mp4) | Presentation (PDF) |
| Systems | SFS Coach Training Improvements | 2023 Virtual Fall Conference | Statewide Financial System | Video (mp4) | Presentation (PDF) |
| Systems | SFS Analytics Reports to Support Project Management in SFS | 2023 Virtual Fall Conference | Statewide Financial System | Video (mp4) | Presentation (PDF) |
| Payroll | Payroll Deductions – Best Practices & Valuable Resources | 2023 Virtual Fall Conference | Bureau of State Payroll Services | Video (mp4) | Presentation (PDF) |
| Payroll | Entering Job Action Requests for Workers’ Compensation Leave Corrections | 2023 Virtual Fall Conference | Bureau of State Payroll Services | Video (mp4) | Presentation (PDF) |
| Payroll | Increased Hiring Rates – Basic Procedures | 2023 Virtual Fall Conference | Bureau of State Payroll Services | Video (mp4) | Presentation (PDF) |
| Payroll | Payserv Batch Schedule/OSC and Agency Processing Schedule | 2023 Virtual Fall Conference | Bureau of State Payroll Services | Video (mp4) | Presentation (PDF) |
| Payroll | Reallocations – Basic Procedures | 2023 Virtual Fall Conference | Bureau of State Payroll Services | Video (mp4) | Presentation (PDF) |
| Payroll | Step Three Grievances (S3Gs) | 2023 Virtual Fall Conference | Bureau of State Payroll Services | Video (mp4) | Presentation (PDF) |
| Payroll | Traineeships – Basic Procedures | 2023 Virtual Fall Conference | Bureau of State Payroll Services | Video (mp4) | Presentation (PDF) |
| Payroll | Updating the Employee Tax Data Page | 2023 Virtual Fall Conference | Bureau of State Payroll Services | Video (mp4) | Presentation (PDF) |
| Expenditures | Risks to the State's Finances | 2023 Fall Conference | OSC Division of Budget and Policy Analysis | Video (mp4) | Presentation (PDF) |
| Vendor Responsibility | Vendor Management, Vendor Portal, 1099 Processing and Vendor Q&A | 2023 Fall Conference | Bureau of State Expenditures and the Statewide Financial System | Video (mp4) | Presentation (PDF) |
| Expenditures | Travel Refresher and FAQs | 2023 Fall Conference | Bureau of State Expenditures | Video (mp4) | Presentation (PDF) |
| Expenditures | Project Costing Improvement Project – Capital Projects Overview and Enhancements | 2023 Fall Conference | New York State Division of the Budget | Video (mp4) | Presentation (PDF) |
| Accounting | Welcome from Comptroller DiNapoli and Introduction to the Office of Operations (OOO) | 2023 Fall Conference | Office of Operations | Video (mp4) | Presentation (PDF) |
| Accounting | The Benefits of the Abandoned Property Law (from The Benefits of Compliance with the Abandoned Property Law) | 2023 Fall Conference | Office of Unclaimed Funds | Video (mp4) | Presentation (PDF) |
| Payroll | Agency Security Coordinator | 2023 Fall Conference | Bureau of State Payroll Services | Video (mp4) | Presentation (PDF) |
| Payroll | Processing Payments Pursuant to Settlement Agreements, Arbitration Awards and Court Orders | 2023 Fall Conference | Bureau of State Payroll Services | Video (mp4) | Presentation (PDF) |
| Financial Reporting | GASB Update | 2023 Fall Conference | Bureau of Financial Reporting and Oil Spill Remediation | Video (mp4) | Presentation (PDF) |
| Financial Reporting | Introduction to Financial Reporting | 2023 Fall Conference | Bureau of Financial Reporting and Oil Spill Remediation | Video (mp4) | Presentation (PDF) |
| Expenditures | Contract Payment Review | 2023 Fall Conference | Bureau of State Expenditures | Video (mp4) | Presentation (PDF) |
| Payroll | PayServ Batch Schedule Overview and Processing Schedule | 2022 Virtual Fall Conference | Bureau of State Payroll Services | Video (mp4) | Presentation (PDF) |
| Systems | SFS Analytics Reports to Monitor Budgets and Disbursements | 2022 Virtual Fall Conference | Statewide Financial System | Video (mp4) | Presentation (PDF) |
| Payroll | Manually Calculating Federal Taxes Using the 2020 Form W-4 and Later | 2022 Virtual Fall Conference | Bureau of State Payroll Services | Video (mp4) | Presentation (PDF) Handout Handout |
| Payroll | AC230 Logistics | 2022 Virtual Fall Conference | Bureau of State Payroll Services | Video (mp4) | Presentation (PDF) |
| Accounting | Introduction to the Office of Operations (OOO) | 2022 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) |
| Procurement | Grant Procurement Options | 2022 Virtual Fall Conference | Bureau of Contracts | Video (mp4) | Presentation (PDF) |
| Vendor Responsibility | Vendor Responsibility – How to Assess and Document Information | 2022 Virtual Fall Conference | Bureau of Contracts | Video (mp4) | Presentation (PDF) |
| Procurement | Electronic Document Submission System (EDSS) | 2022 Virtual Fall Conference | Bureau of Contracts | Video (mp4) | Presentation (PDF) |
| Procurement | Procurement 101 – An Annotated Timeline | 2022 Virtual Fall Conference | Bureau of Contracts | Video (mp4) | Presentation (PDF) |
| Accounting | Introduction to Bureau of State Accounting Operations’ Cash Management Unit | 2022 Virtual Fall Conference | Bureau of State Accounting Operations | Video (mp4) | Presentation (PDF) |
| Accounting | Introduction to the Bureau of State Accounting Operations’ Budgets and Spending Section | 2022 Virtual Fall Conference | Bureau of State Accounting Operations | Video (mp4) | Presentation (PDF) |
| Accounting | Introduction to Bureau of State Accounting Operations’ Revenue, Refunds, and Financial Plan Implementation | 2022 Virtual Fall Conference | Bureau of State Accounting Operations | Video (mp4) | Presentation (PDF) |
| Accounting | Introduction to Bureau of State Accounting Operations’ Federal Projects and Billing Section | 2022 Virtual Fall Conference | Bureau of State Accounting Operations | Video (mp4) | Presentation (PDF) |
| Procurement | SFS Procurement and Payment Basics | 2022 Virtual Fall Conference | Statewide Financial System | Video (mp4) | Presentation (PDF) |
| Systems | SFS Coach & SFS Support - Help When You Need It | 2022 Virtual Fall Conference | Statewide Financial System | Video (mp4) | Presentation (PDF) |
| Payroll | Beginner PayServ Training | 2022 Virtual Fall Conference | Bureau of State Payroll Services | Video (mp4) | |
| 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) |
| Procurement | Procurement Concepts and Best Practices | 2021 Virtual Fall Conference | Bureau of Contracts | 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) |
| Vendor Responsibility | Advanced Vendor Responsibility Topics | 2021 Virtual Fall Conference | Bureau of Contracts | Video (mp4) | Presentation (PDF) |
| Accounting | Reviewing Appropriation Information in SFS | 2021 Virtual Fall Conference | Bureau of State Accounting Operations | 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) |
| Procurement | Lease Q&A – Best Practices for Lease Contract Submissions | 2021 Virtual Fall Conference | Bureau of Contracts | Video (mp4) | Presentation (PDF) |
| Accounting | Administration of State Agency Bank Accounts | 2021 Virtual Fall Conference | Bureau of State Accounting Operations | 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) |
| 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 |
| 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) |
| Systems | Tips and Tricks to Better Manage Your Work Using SFS | 2019 Fall Conference | Statewide Financial System | Presentation (PDF) | |
| Payroll | Salary Scenario Answers | 2019 Fall Conference | Bureau of State Payroll Services | Presentation (PDF) | |
| Systems | Using SFS Analytics for Your Agency's Reporting and Data Needs | 2019 Fall Conference | Statewide Financial System | 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) | |
| 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) | |
| 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) | |
| Procurement | Grants Partnership to Success (GPS) To Yes! | 2019 Fall Conference | Bureau of Contracts | Presentation (PDF) | |
| Payroll | Salary Determination Workshop Part 1 | 2019 Fall Conference | Bureau of State Payroll Services | Presentation (PDF) | |
| Accounting | New York State Accounting Operations Bootcamp | 2019 Fall Conference | Bureau of State Accounting Operations | Presentation (PDF) | |
| Payroll | Salary Determination Workshop Part 2 | 2019 Fall Conference | Bureau of State Payroll Services | 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 | 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) | |
| 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 | Additional Pay Adjustments | 2019 Fall Conference | Bureau of State Payroll Services | Presentation (PDF) | Handout (PDF) |
| Payroll | Upgrade to 9.2 Update | 2019 Fall Conference | Bureau of State Payroll Services | Presentation (PDF) | |
| Systems | Maximizing the Benefits of the Travel & Expense Report Builder | 2019 Fall Conference | Statewide Financial System | 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) | |
| 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 |
| 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 |
| Procurement | Test Your Request for Proposal (RFP) Knowledge | 2016 Fall Conference | Bureau of Contracts | Presentation (PDF) | |
| Procurement | IFB/RFP Documentation Guide Tips | 2015 Fall Conference | Bureau of Contracts | Presentation (PDF) | |
| Procurement | RFP Basics | 2014 Fall Conference | Bureau of Contracts | 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) | |
| Accounting | Reconciliations: Ledgers and Cash | 2013 Fall Conference | Bureau of Financial Reporting and Oil Spill Remediation | 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… |
| 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) |
