Jeff Atwater | CFO

Meetings & Workshops

Engagement with State of Florida agencies, other states, universities, colleges, cities, and public sector entitles has and will continue to facilitate the successful design and implementation of Florida PALM.

The Project uses interactive meetings, workshops, and workgroups to engage and collaborate with Project stakeholders. Links to meeting and workshop information can be found below. Select the meeting to view all associated logistics, materials, and information.

Fiscal Year 18-19

Representative Agency Workgroups

Representative Agency Workgroups are designed to review and discuss draft designs for specific business process groupings.

Representative Agencies Workgroup Kickoff Meeting

February 21, 2019
Agenda

Account Management and Financial Reporting

February 26, 2019
Agenda

March 6, 2019
Agenda

March 26, 2019
Agenda

March 27, 2019
Agenda

April 2, 2019
Agenda

April 10, 2019
Agenda

Accounts Receivables

March 6, 2019
Agenda

March 14, 2019
Agenda

April 9, 2019
Agenda

Asset Accounting and Management

March 26, 2019
Agenda

March 27, 2019
Agenda

April 3, 2019
Agenda

Budget Management

March 6, 2019 (A)
Agenda

March 6, 2019 (B)
Agenda

March 27, 2019
Agenda

April 2, 2019
Agenda

April 10, 2019
Agenda

Cash Management

March 6, 2019
Agenda

March 13, 2019 (A)
Agenda

March 13, 2019 (B)
Agenda

April 2, 2019
Agenda

April 10, 2019
Agenda

Disbursements Management

February 27, 2019
Agenda

March 5, 2019 (A)
Agenda

March 5, 2019 (B)
Agenda

March 7, 2019
Agenda

April 2, 2019
Agenda

April 9, 2019
Agenda

Revenue Accounting

March 5, 2019
Agenda

March 13, 2019
Agenda

April 9, 2019
Agenda

Treasury Management

February 28, 2019
Agenda

March 5, 2019
Agenda

Leading Practice Workshops

The leading practice workshops, through engagement of agency stakeholders, will address key business design items, make recommendations for decisions on how those items should be addressed, and provide this guidance to the subsequent Florida PALM Solution design activities.

Chart of Account Designs
Wednesday, December 5, 2018
Agenda|Pre-Read Materials|Presentation Materials

Approach for Managing Customer Records
Tuesday, December 11, 2018
Agenda|Pre-Read Materials|Presentation Materials

Billing and Accounts Receivable Chain of Activities
Tuesday, December 11, 2018
Agenda|Pre-Read Materials|Presentation Materials

Accounts Payable Chain of Activities
Wednesday, December 12, 2018
Agenda|Pre-Read Materials|Presentation Materials

Approach for Reporting and Business Intelligence 
Wednesday, December 19, 2018
Agenda|Pre-Read Materials|Presentation Materials