2024-05-13 Meeting notes

Attendees

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions
1	Welcome/Assemble	Allowing people to join from other meetings, etc.	1-2
2	Announcements	Share new general information.	5	All
3	Fiscal Close	Prep for upcoming fiscal close. Share ideas, challenges, best practices.	10	All	When does everyone do roll over? Does anyone wait for final ledger before roll over?
4	Discuss Analytics-based reports for CDL Acquisitions Info Session	Recap session and discuss next steps.	10	Laura?	Slides: https://docs.google.com/presentation/d/1poL16BO-RQLOD5zPeX0XoCT9DeAHilMDRwCAtOx9pFc/edit?usp=drive_link Feedback from draft reports: https://docs.google.com/spreadsheets/d/15YHd_J7WnU5M1Zg6yT01__4glhQ9_ndseJ0yd_QBb2c/edit?usp=sharing
5	Topics from Slack:	Recap discussions for any follow-up or further discussion (if any).	10	All	Alma-GOBI API integration May release is LIVE license records can be deleted (even from Analytics)! Reporting Code 4 and 5 Needed for Oracle Financial Cloud migration. This is being brought up to Ex Libris.
6	Other topics				Foreign Currency https://knowledge.exlibrisgroup.com/Alma/Product_Materials/050Alma_FAQs/Acquisitions/Fund_Management%2C_Currency_Exchange#Currency_Exchange Reporting Codes 4 and 5 (continue discussing at future meetings)
7	Parking Lot for Previous Action Items				Potential June item: ELUNA discussion Potential July item: Fiscal Close Postmortem Updates for upcoming conferences: Erica-Eluna Stacy-Timberline Tammy, Laura, and Osman-ALA