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Finance Training

Finance Training course timetable

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Thu 6 Jun – Tue 2 Jul

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Thursday 6 June

09:30
Virtual - How to Excel - Part 1 & 2 (For Finance Staff) (1 of 2) Not bookable 09:30 - 11:30 Via MS Teams

This course will enable the participants to practice existing spreadsheet skills and develop more advanced skills within the context of UFS data. There will be the opportunity to extract data from the system and learn to manipulate, analyse and use it for reporting purposes. The course runs over two sessions and participants will need to attend both of these sessions.

Friday 7 June

11:00
Tableau Drop In Sessions (via Teams) new [Places] 11:00 - 11:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

11:30
Tableau Drop In Sessions (via Teams) new [Places] 11:30 - 12:00 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

Tuesday 11 June

15:00
Tableau Drop In Sessions (via Teams) new [Places] 15:00 - 15:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

Wednesday 12 June

09:30
Virtual - Grants Part 4: Administration of Grants in CUFS new (1 of 2) Not bookable 09:30 - 11:30 Via MS Teams

This course looks at the tasks required at month end to manage your grants and at transactions that need to be completed using a variety of tools in CUFS. It also looks at preparing grants for closing.

12:00
Concur – Acting as a First Approver new [Places] 12:00 - 12:30 Via MS Teams

An overview of how to act as an approver in the expenses claim process using SAP Concur software. This includes:

  • How a first approver is nominated
  • Responsibilities as first approver
  • Confirming an approval
  • Reasons for rejection

Thursday 13 June

09:30
Virtual - How to Excel - Part 1 & 2 (For Finance Staff) (2 of 2) Not bookable 09:30 - 11:30 Via MS Teams

This course will enable the participants to practice existing spreadsheet skills and develop more advanced skills within the context of UFS data. There will be the opportunity to extract data from the system and learn to manipulate, analyse and use it for reporting purposes. The course runs over two sessions and participants will need to attend both of these sessions.

Virtual - Grants Part 4: Administration of Grants in CUFS new (2 of 2) Not bookable 09:30 - 11:30 Via MS Teams

This course looks at the tasks required at month end to manage your grants and at transactions that need to be completed using a variety of tools in CUFS. It also looks at preparing grants for closing.

Friday 14 June

11:00
Tableau Drop In Sessions (via Teams) new [Places] 11:00 - 11:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

11:30
Tableau Drop In Sessions (via Teams) new [Places] 11:30 - 12:00 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

Tuesday 18 June

09:30
IN PERSON - Cognos Introduction [Places] 09:30 - 12:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This is a classroom version of the Cognos Introduction held at Greenwich House - All delegates will need to bring a laptop (docking stations, monitors, external keyboard and mice will be available in the room)

Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15 minute walk and the Universal Bus stops on Madingley Road.

Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts.

Note: This course is mandatory in order to attend either of the following two courses below.

What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above.

Cannot make any dates? See the on-demand online version of the course. Completion of this course will count as Cognos attendance for the purpose of acceptance onto the above courses. You should ask your Key Contact to request Cognos access for you, prior to working through the on-demand material.

15:00
Tableau Drop In Sessions (via Teams) new [Places] 15:00 - 15:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

Thursday 20 June

11:30

There are many benefits to working at Cambridge. In this session we will explore how to make the most of the discounts and resources you are entitled to and highlight the activities available to help you make the most of working here.

Friday 21 June

11:00
Tableau Drop In Sessions (via Teams) new [Places] 11:00 - 11:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

11:30
Tableau Drop In Sessions (via Teams) new [Places] 11:30 - 12:00 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

Tuesday 25 June

09:30
IN PERSON - Budgeting 1: Introduction to budgeting [Places] 09:30 - 12:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This is a classroom version of the Budgeting 1: Introduction to Budgeting held at Greenwich House - All delegates will need to bring a laptop (docking stations, monitors, external keyboard and mice will be available in the room)

Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15-minute walk and the Universal Bus stops on Madingley Road.

This session introduces the theory and practice of budgeting, looking at why and how budgets can be set. Group exercises are used to prompt discussion around the types of costs that should be included in a budget and decision making when setting budgets.

The session will give an overview of the budgeting process in the university and then focus in more detail on practical tools for day-to-day budgeting.

Note: This session does not cover the detailed budgeting and rules relating to individual research grants.

11:30
Learning at Work – What is Finance Systems Replacement (FSR)? new [Places] 11:30 - 12:30 West Hub, West Room 2

This in-person session will help attendees gain a better understanding of the Finance transformation project: “Finance Systems Replacement (FSR)”, including how it relates to other Finance transformation projects, and what it will mean for the University and staff.

15:00
Tableau Drop In Sessions (via Teams) new [Places] 15:00 - 15:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

Wednesday 26 June

09:30
Virtual - GL 1: Getting Started in the General Ledger module (1 of 2) [Places] 09:30 - 11:30 Via MS Teams

This course enables users to learn the basics of how the General Ledger module works, how to run online account enquiries and how to process journals.

It is run as two webinars with some pre-course reading

Webinar 1: For everyone

Webinar 2: Optional, if you are not going to be using journals it is not compulsory but may be of interest

If none of the dates are suitable then there are two on-demand packages which can be completed instead.

Chart of Accounts and Account Enquiry https://www.training.cam.ac.uk/fin/event/4716069

Journals https://www.training.cam.ac.uk/fin/event/4716067

11:00

The Finance Division values the professionalism and commitment of its members and therefore encourages all staff to develop their skills and knowledge. This short session will outline for you the Division’s policy on training and development, as well as highlighting resources from across the University that you can utilise.

Thursday 27 June

09:30
Virtual - GL 1: Getting Started in the General Ledger module (2 of 2) [Places] 09:30 - 11:00 Via MS Teams

This course enables users to learn the basics of how the General Ledger module works, how to run online account enquiries and how to process journals.

It is run as two webinars with some pre-course reading

Webinar 1: For everyone

Webinar 2: Optional, if you are not going to be using journals it is not compulsory but may be of interest

If none of the dates are suitable then there are two on-demand packages which can be completed instead.

Chart of Accounts and Account Enquiry https://www.training.cam.ac.uk/fin/event/4716069

Journals https://www.training.cam.ac.uk/fin/event/4716067

10:30
Learning at Work – What is Enhanced Financial Transparency (EFT)? new [Places] 10:30 - 11:30 West Hub, West Room 2

This in-person session will help attendees gain a better understanding of the Finance transformation project: “Enhanced Financial Transparency (EFT)”, including how it relates to other Finance transformation projects, and what it will mean for the University and staff.

Friday 28 June

11:00
Tableau Drop In Sessions (via Teams) new [Places] 11:00 - 11:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

11:30
Tableau Drop In Sessions (via Teams) new [Places] 11:30 - 12:00 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

Tuesday 2 July

15:00
Tableau Drop In Sessions (via Teams) new [Places] 15:00 - 15:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.