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Annual Financial Forum

The purpose of the 2019 Financial Forum is to engage financial leaders and administrators in a professional event that informs attendees about the global, federal, provincial, and municipal funding landscape affecting the University and to provide updates on key university initiatives and strategies associated with strengthening McMaster’s financial position or its financial support processes.



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2019 McMaster Financial Forum:
Roadmap to the Future

Date: Thursday November 14, 2019, 8am-4pm
Location: McMaster University Student Centre – CIBC Hall
Who should attend: Individuals engaged in financial functions at McMaster

present, future


  • Keynote address by Alex Usher, President of Higher Education Strategy Associates. You may be familiar with Alex’s popular blog “One Thought to Start Your Day”, full of current insights and informed opinions on higher education, or his Twitter feed where he is a self-described “black belt in bitchy sarcasm”. Alex promises a dynamic presentation covering a wide array of topics such as; the changing revenue landscape for universities, the quality/value proposition for students, and the need for diversification of revenue sources.
  • Assistant Vice President and CFO, Deidre (Dee) Henne will present on McMaster’s financial outlook. Take a ride with the CFO to discover the potentially bumpy road ahead. Learn how to help pave a smoother and institutionally aligned path.  Dee’s presentation will address the provincial environment and Strategic Mandate Agreements whereby an increasing proportion of university funding will be at risk.  

Morning and afternoon breakout sessions include:

Speed Through Your Daily Tasks in Mosaic!
Help us to help you find the most efficient way around Mosaic Finance that will have you speeding through your daily tasks! Join Stacey Farkas & Mark Rumbles for a session that will provide you with information on already implemented and ‘coming soon’ usability features/tools within the finance modules of Mosaic that will help reduce your time spent clicking around and hitting ‘speed bumps’! You will also be given the opportunity to ‘drive’ by providing feedback and ideas on where some of these new tools can best be utilized to increase your ‘speed’, remove ‘roadblocks’ and choose the BEST ‘route’!

Charting the Course Together: How Office 365 & Other McMaster Site Licenses Can Help Keep You on the Map
‘Discover’ the tools that will help you and your colleagues move forward in the same ‘direction’. Join Dennis Tavares & Samantha Petryk for an overview of non-traditional Office 365 applications available with the McMaster Microsoft site license, including Teams, OneDrive & Planner. This session will include live demonstrations, along with many useful online resources for self-study.

Navigating the Way to Improved Payroll-Finance Connections Through HR Digitization
Join Chris Sylvester & Dave Hall as they take a ‘road trip’ through some highlights of the HR Digitization project designed to help financial administrators with their payroll data. Our ‘journey’ will first take us down memory ‘lane’ to recap some key Mosaic navigation tools and improvements that make accessing key reports and chartfield information easier; for example labour distribution and salary commitments.  In the next part of our ‘journey’, we’ll look ahead down the ‘road’ to some upcoming improvements to position management, designed to help simplify key aspects of managing chartfield information and the potential possibilities this could unlock.  As we turn for home, we’ll take a ‘final detour’ to quickly see highlights of the other key continuous improvement initiatives that are helping to improve payroll and chartfield accuracy.

On-Ramp to the Future: Upcoming IT Projects Affecting Financial Administrators
The McMaster IT Strategic Plan launched in January 2019. The IT Strategic Vision is that working as a connected community, McMaster will deliver a seamless foundation of core and transformative information technologies and services, accelerating the university’s teaching, learning, and research mission. Learn more about the future of IT at McMaster University as Gayleen Gray, AVP and CTO, outlines some of the current ‘accelerating’ priority initiatives that will change the ‘landscape’ for financial  administrators and how these initiatives are ‘merging’ into reality, including; identity and access management, virtual One Card, Microsoft O365, document management & workflow, and data governance & management

Registration is required for this exciting all-day event as capacity is limited, so book now!

Last day to register is Friday, November 1, 2019
Continental breakfast and buffet lunch are provided.

For additional information contact
Tamara Martin by phone at 905-525-9140 x 24621 or by email at

Information Box Group

Financial Forum Resources - Previous Years

2018 Financial Forum

Date: November 20, 2018 8:30am-4:00pm
Location: CIBC Hall, 3rd Floor MUSC


Financial Outlook: Balancing after International Growth and at “Capacity”Presentation by Dee Henne

Mosaic Usability Presentation & DemonstrationPresentation by Stacey Farkas

UniForumPresentation by Roger Couldrey *Please note this information is for McMaster employees only and will require you to log in with your MacID to obtain this confidential information*

Building a Brighter World- Strategic Plan for Research 2018-2023Presentation by Kathy Charters

MacBill- Building on the Successes of Phase IPresentation by Nancy Gray, Dianna Creamer & Stacey Farkas

Foundations for Excellence- Office Productivity and Efficiency Tools– Presentation by Dennis Tavares

Office Productivity and Efficiency Tools Handout

Your CFO told you what? Identifying & Preventing the Wrecking Ball of Technology Related Fraud- Presentation by Paul Muir