Finance Training course timetable
Monday 20 May 2019
| 09:30 |
This session covers how to make a financial plan, prepare it for upload to the finance system and monitor progress against the plan. It is a practical course which will look at the techniques and systems within the University that can be used for budgeting. It is an ideal follow on from Managing the Budget Part 1 and for those who have a good working knowledge of budgeting principles and want to develop skills in using the University budgeting tools. |
| 13:15 |
More details to follow. |
| 14:00 |
Getting started in Cognos
Finished
Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This master class is designed to get existing CUFS users going with the reporting tool. It covers everything from running a report successfully as well as a number of useful tips and shortcuts. Note: What it does not do is go through in detail the outputs of each individual report. Less experienced users of the Grants and/or General Ledger modules in CUFS are recommended to attend instead one of the following courses:
These two courses not only cover the mechanics of running the reports but also more advice on how to interpret and use the information as well as discussion about when to use which report. |
Tuesday 21 May 2019
| 09:15 |
An opportunity for others within the Finance Division to spend some time with the Accounting Services Team to gain an overview of their roles and a greater appreciation of what they do. |
| 09:30 |
This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds. You are invited to bring with you any reference documents that you may have detailing your own departmental codes. |
| 14:00 |
Tableau Drop In Sessions
CANCELLED
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information Team who can help you solve challenges. |
| 15:00 |
Tableau Drop In Sessions
CANCELLED
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information Team who can help you solve challenges. |
| 16:00 |
Tableau Drop In Sessions
CANCELLED
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information Team who can help you solve challenges. |
Wednesday 22 May 2019
| 09:15 |
An opportunity for others within the Finance Division to spend some time with the Accounting Services Team to gain an overview of the function of the Helpdesk and the Cash Management function. |
| 09:30 |
The course details are being finalised, for now please book a provisional place here and we will let you know when the details and application packs are available AAT Level 4, Professional Diploma in accounting. Students will be placed on the public day release programme with an external provider Once you have registered here you will need to complete the application form at the back of the briefing pack. This pack is available on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme Dates will be added once they have been confirmed |
| 13:30 |
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. |
Thursday 23 May 2019
| 09:30 |
The AAT Foundation Certificate in Bookkeeping is the starting point for studying the AAT qualfiication. It is a short qualification which will help you to develop essential bookkeeping skills. Once completed, you will have an understanding of basic accounting practices and techniques including double-entry bookkeeping. It can be treated as a stand alone qualifcation or used as a stepping stone to further AAT study at Level 3. Once you have registered here you will need to complete the application form at the back of the briefing pack. These packs are available on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme |
Friday 24 May 2019
| 10:00 |
Informal project leader Q&A session. |
| 14:00 |
An overview of the role of Central and Research Accounting and a taster of the range of the activities that they are involved with. This session is a required pre-requisite for attendance on the detailed walk-through sessions for any of the following topics:
|
Tuesday 28 May 2019
| 14:00 |
Tableau Drop In Sessions
CANCELLED
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information Team who can help you solve challenges. |
| 14:30 |
Tableau Drop In Sessions
CANCELLED
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information Team who can help you solve challenges. |
| 15:00 |
Tableau Drop In Sessions
CANCELLED
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information Team who can help you solve challenges. |
| 15:30 |
Tableau Drop In Sessions
CANCELLED
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information Team who can help you solve challenges. |
| 16:00 |
Tableau Drop In Sessions
CANCELLED
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information Team who can help you solve challenges. |
| 16:30 |
Tableau Drop In Sessions
CANCELLED
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information Team who can help you solve challenges. |
Wednesday 29 May 2019
| 09:30 |
The course details are being finalised, for now please book a provisional place here and we will let you know when the details and application packs are available AAT Level 4, Professional Diploma in accounting. Students will be placed on the public day release programme with an external provider Once you have registered here you will need to complete the application form at the back of the briefing pack. This pack is available on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme Dates will be added once they have been confirmed |
Monday 3 June 2019
| 10:00 |
This session will walk the participant through in detail the activities involved with their chosen topic and provide an opportunity to ask questions and discuss any associations with their own role. Following your provisional booking you will be asked which of the following topics you would like the session to concentrate on:
|
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Introduction to Tableau Server
Finished
Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations. Tableau Viewer is entry level access to Tableau Server and allows you to view Tableau content created by others. |
Tuesday 4 June 2019
| 09:30 |
In addition to applying for a provisional place here, you will need to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme
|
| 14:00 |
Tableau Drop In Sessions
Finished
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information Team who can help you solve challenges. |
| 14:30 |
Tableau Drop In Sessions
Finished
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information Team who can help you solve challenges. |
| 15:00 |
Tableau Drop In Sessions
Finished
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information Team who can help you solve challenges. |
| 15:30 |
Tableau Drop In Sessions
Finished
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information Team who can help you solve challenges. |
| 16:00 |
Tableau Drop In Sessions
Finished
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information Team who can help you solve challenges. |
| 16:30 |
Tableau Drop In Sessions
Finished
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information Team who can help you solve challenges. |