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Finance Training

Finance Training course timetable

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Sat 19 Aug – Thu 5 Oct

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Tuesday 5 September

09:30
iProcurement Part 1: Getting Started in iProcurement (1 of 2) [Places] 09:30 - 13:00 Greenwich House, Ferrara Room (IT Training Room)

This course is aimed at new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders.

iProcurement is also available as an online course for you to learn in your own time. Choose from our available online options if you are unable to make the classroom dates or prefer to study in this way.

13:45
iProcurement Part 1: Getting Started in iProcurement (2 of 2) [Places] 13:45 - 15:45 Greenwich House, Ferrara Room (IT Training Room)

This course is aimed at new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders.

iProcurement is also available as an online course for you to learn in your own time. Choose from our available online options if you are unable to make the classroom dates or prefer to study in this way.

Thursday 7 September

09:30

AAT Level 4, Professional Diploma in accounting.

Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed

Grants Part 4: Administration of Grants in CUFS [Places] 09:30 - 13:00 Greenwich House, Ferrara Room (IT Training Room)

This course covers the day to day and month end transactions that need to be completed using a variety of tools in CUFS.

Tuesday 12 September

09:30
AAT Level 3 Diploma in Accounting 2017-18 new charged (1 of 25) [Places] 09:30 - 12:30 Greenwich House, Heidelberg Room


The AAT Level 3, Diploma in Accounting, introduces to students to more complex financial processes and accounting tasks, the principles of VAT, professional ethics and develops their spreadsheet skills.

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

Wednesday 13 September

14:30
Getting Started in COGNOS [Places] 14:30 - 16:30 Greenwich House, Ferrara Room (IT Training Room)

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:

  • Grants Part 2 COGNOS Reporting
  • General Ledger Reporting

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.

Thursday 14 September

09:30

AAT Level 4, Professional Diploma in accounting.

Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed

13:30
GL Part 1: Getting Started in the General Ledger module [Places] 13:30 - 16:30 Greenwich House, Ferrara Room (IT Training Room)

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.

Tuesday 19 September

09:15

To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of what they do.

09:30
AAT Level 3 Diploma in Accounting 2017-18 new charged (2 of 25) [Places] 09:30 - 16:30 Greenwich House, Heidelberg Room


The AAT Level 3, Diploma in Accounting, introduces to students to more complex financial processes and accounting tasks, the principles of VAT, professional ethics and develops their spreadsheet skills.

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
Grants Part 2: Grant reports in COGNOS [Places] 09:30 - 13:00 Greenwich House, Ferrara Room (IT Training Room)

This course will concentrate on how to use the COGNOS reporting tool to help manage departmental research grants. These reports can be divided into three main categories:

  • Summary financial information for Projects
  • Detailed expenditure analysis
  • Management reports for Grants due to close

In this course we will not access the Grants module in CUFS.

Wednesday 20 September

09:15

To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of the function of the Helpdesk and Cashier.

09:30
AP Part 2: Matching, Amending and Foreign Invoices in Accounts Payable [Places] 09:30 - 16:15 Greenwich House, Ferrara Room (IT Training Room)

This course builds on the knowledge gained in AP Part 1. The delegates will learn how to match invoices to purchase orders, add in freight charges and process invoices from other departments. The course also covers international payments including accounting for VAT and foreign currencies. Delegates will also learn more about month end procedures and AP Reports.

Thursday 21 September

09:30
First Steps in Procurement 2017 new charged (1 of 6) [Places] 09:30 - 16:30 Greenwich House, Heidelberg Room

This course has been specifically designed by the Training team for the University. It is aligned with the old level 2 course that was offered by the Chartered Institute of Procurement & Supply (CIPS) and is structured to cover the same introductory concepts and techniques.

All participants will be required to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualification/cips/first-steps-procurement

AAT Level 4, Professional Diploma in accounting.

Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed

GL Part 2: Reporting in the General Ledger (1 of 2) [Places] 09:30 - 12:30 Greenwich House, Ferrara Room (IT Training Room)

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.

13:30
GL Part 2: Reporting in the General Ledger (2 of 2) [Places] 13:30 - 16:00 Greenwich House, Ferrara Room (IT Training Room)

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.

Friday 22 September

09:00

To provide an opportunity for someone from elsewhere in Fin Division to spend half a day in the Treasury & Investments Team to get an overview and appreciation of what they do. The Treasury & Investments team are offering two sessions, one on Treasury and one on Investments. Ideally the Treasury session should be attended before this one (Investments) however this is not a pre-requisite.

Tuesday 26 September

09:30
AAT Level 3 Diploma in Accounting 2017-18 new charged (3 of 25) [Places] 09:30 - 16:30 Greenwich House, Heidelberg Room


The AAT Level 3, Diploma in Accounting, introduces to students to more complex financial processes and accounting tasks, the principles of VAT, professional ethics and develops their spreadsheet skills.

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

Wednesday 27 September

13:30
Accountants' Update CPD session [Places] 13:30 - 15:00 8 Mill Lane, Lecture Room 2

Back by popular demand

We have decided to add an extra CPD session this year. There have been a number of requests for an additional session with a University specific focus and so Spencer Moore (Acting Head of Tax/International and Corporate Tax Manager) will be covering some of the tax issues that we need to be aware of.

Qualified staff can use this towards their annual CPD.

Thursday 28 September

09:00

To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Central and Research Accounting Team to get an overview and appreciation of what they do including Fixed Assets, Fee Collection, Property Accounting, Trust Funds and Research Accounting.

09:30

AAT Level 4, Professional Diploma in accounting.

Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed

Friday 29 September

10:00

To provide an opportunity for someone from elsewhere in Finance Division to spend a half day in the Payroll Team to get an overview and appreciation of what they do.

Tuesday 3 October

09:30
AAT Level 3 Diploma in Accounting 2017-18 new charged (4 of 25) [Places] 09:30 - 16:30 Greenwich House, Heidelberg Room


The AAT Level 3, Diploma in Accounting, introduces to students to more complex financial processes and accounting tasks, the principles of VAT, professional ethics and develops their spreadsheet skills.

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

Thursday 5 October

09:30
First Steps in Procurement 2017 new charged (2 of 6) [Places] 09:30 - 16:30 Greenwich House, Heidelberg Room

This course has been specifically designed by the Training team for the University. It is aligned with the old level 2 course that was offered by the Chartered Institute of Procurement & Supply (CIPS) and is structured to cover the same introductory concepts and techniques.

All participants will be required to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualification/cips/first-steps-procurement