2024 Travel Manager Conference
The Lismore Hotel, Eau Claire
April 24 – 25, 2024
Meeting Location: Richmond Hall
Parking
Parking is included for hotel guests in the ramp attached to the hotel. Provide the make, model and license plate number to the front desk at check-in.
Conference Agenda
Wednesday April 24
10:00am-10:15am – Welcome and Introductions
10:10am-11:25am – Travel Management Company (TMC) Transition: Travel Inc to Fox World Travel
- Background
- Timeline and Webinars feedback
- Transitions Specifics
- New Service Fee Overview
- Contact Information and Wallet Cards
- ADA Process
- Open Q&A
11:25 - 5 min break
11:30 – 12:00 - Sustainability with Lily Strehlow and Alyssa Totoraitis
12:00pm - 1:00pm – Lunch
1:00pm - 2:15pm – Fox World Travel presentation (Wanda, Kelly, Kayla)
- Overview/Account Management
- Who Fox is, plan for improvements: Weekly calls, biweekly calls with ops, track open issues, phone reports, continuous improvement projects, NPS, waiver/favor, travel roadmap, international flight review
2:15- 2:30 - Break
2:30pm – 4:15pm Fox Presentation Continued
- Replacements for Admin Groups
- TMC transition discussion items
4:15 - Game
4:45pm - 5:00pm – First day wrap-up, Q&A
Dinner on your own
Thursday April 25
Location: Richmond Hall
8:00am-8:45am – Breakfast Buffet
8:45am-10:00am – Workday Navigation, Credit Card Standardization and Expenses Training Overview
- Workday navigation - Homepage, Employee Profile, Apps, Tasks, Notifications
- Credit Card Standardization
- Workday Expenses Training Overview
- Per Diem Calculator Demo
10:00am-10:15am – Break
10:15am-11:30am – Workday Expenses – demo and hands/on walk through on the Spend Authorization and usages
- Cash Advances
- Policy Exceptions
- Foundation Expenses
- Closing out Spend Authorizations (SA)
- Mass close out of SA
11:30am-12:15pm – Working Lunch (Buffet)
- Workday/Fox integration
12:15pm-1:30pm – Workday Expense Reports demo and hands on walk through (Pcards, SL card, and out of pocket)
- Reassigning Pcard transactions
- Assigning CTS transactions
- Follow along with creating an ER (all out of pocket)
- Go through the approval process
- Discuss campus documents need to be removed
- To do steps, questionnaires
1:30pm-3:00pm – Workday Expense SMEs – Expense Advance Repayment Specialist (EARS), Expense Partners, Expense Data Entry Specialist (EDES)
- Guests/Students EDES
- TM likely to all be EDES
- Each campus to have one EARS (or central team)
- Walk through some high-level responsibilities/follow up
- Audit Pool (Expense Partners)
- Gaps/Nuisances with Workday Expenses
- Wins – what is better than current state
- Maps/Mileage
- Meals
- Mobile
3:00 - Wrap up and Conference Ends