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Finance Training

Finance Training course timetable

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Thu 18 Oct – Tue 27 Nov

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Friday 19 October

09:30
Grants Part 3: Viewing Grants in CUFS Not bookable 09:30 - 13:00 University Information Services, 17 Mill Lane Training Room

This course provides an overview of the Grants module in CUFS. The course will cover how you can view your projects and awards, check budgets, perform on-line queries and run some CUFS reports.

Tuesday 23 October

14:00
Cognos: Refresher Training new [Places] 14:00 - 15:30 University Information Services, 17 Mill Lane Training Room

Have you previously attended Cognos training but not used the reporting tool since and would like to start using the tool again? If so then this course will enable you to get re-acquainted with Cognos..

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 25 October

13:00
How to Excel for Finance Staff new (2 of 2) Not bookable 13:00 - 16:00 University Information Services, 17 Mill Lane Training Room

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

Topics covered:

  • Extracting data from CUFS and COGNOS
  • Basic formatting
  • Basic formulas
  • Navigating large spreadsheets
  • Advanced formulas
  • Conditional formatting
  • Data validation
  • Protecting cells and sheets
  • Lookup function
  • Pivot tables
  • Charts and graphs
  • Using data in other documents

Tuesday 30 October

09:30
AAT Level 3 Diploma in Accounting 2018-19 new charged (7 of 26) Not bookable 09:30 - 12:30 University Information Services, 17 Mill Lane Training 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 31 October

09:30
Grants Part 4: Administration of Grants in CUFS [Places] 09:30 - 13:00 University Information Services, 17 Mill Lane 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.

11:00
Finance Division Knowledge Bites - Making the most out of the Find_Me printers new [Places] 11:00 - 11:45 Greenwich House, Cairo Room

An opportunity for others within the Finance Division to understand how to operate the Find_Me printers around Greenwich House.

Thursday 1 November

09:30
How to Excel - Part 3 new [Places] 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This session is only open to staff who have attended the How to Excel course previously.

Places will be awarded on a first come, first served basis.

The session will look at more advanced formulas and macros using the recorder and VBA tools.

14:00
iProcurement Part 2: Month End processes in the Buyers Work Centre (1 of 2) [Places] 14:00 - 16:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This course covers the various month-end processes that need to be completed within the iProcurement module.

16:00
iProcurement Part 2: Month End processes in the Buyers Work Centre (2 of 2) [Places] 16:00 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This course covers the various month-end processes that need to be completed within the iProcurement module.

Friday 2 November

15:00
Finance Division Inductions - Training & Development new [Places] 15:00 - 16:00 Greenwich House, Heidelberg Room

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.

Tuesday 6 November

09:30
AAT Level 3 Diploma in Accounting 2018-19 new charged (8 of 26) Not bookable 09:30 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training 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 8 November

09:30
Managing the Budget - Part 2 new [Places] 09:30 - 12:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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.

Tuesday 13 November

09:30
AAT Level 3 Diploma in Accounting 2018-19 new charged (9 of 26) Not bookable 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
iProcurement Part 1: Getting Started in iProcurement (1 of 2) [Full] 09:30 - 13:00 Finance Division, 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) [Full] 13:45 - 15:45 Finance Division, 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.

Wednesday 14 November

09:30
GL Part 1: Getting Started in the General Ledger module [Full] 09:30 - 12:30 Finance Division, 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.

Thursday 15 November

09:30
How to Excel - Part 3 new [Places] 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This session is only open to staff who have attended the How to Excel course previously.

Places will be awarded on a first come, first served basis.

The session will look at more advanced formulas and macros using the recorder and VBA tools.

Tuesday 20 November

09:30
AAT Level 3 Diploma in Accounting 2018-19 new charged (10 of 26) Not bookable 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 21 November

09:15
Finance Division Taster Sessions - Helpdesk & Cash Management [Places] 09:15 - 12:00 To be confirmed

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.

13:00

To provide an opportunity for someone from elsewhere in Finance Division to spend some time with the Financial Systems Group to get an overview and appreciation of what they do.

Thursday 22 November

09:30
Grants Part 2: Grant reports in COGNOS [Places] 09:30 - 13:00 Finance Division, 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.

Managing the Budget - Part 1 new [Places] 09:30 - 12:30 Greenwich House, Heidelberg Room

This session covers the theory and practice of budgeting in the University, how to interpret department budget reports and understand the causes of overspends (and underspends) against budgets. The course refers closely to Chapter 3 of the Financial Procedures Manual

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

10:00

An opportunity for others within the Finance Division to spend some time with GHOST to gain an overview of their roles and a greater appreciation of what they do.

Tuesday 27 November

09:30
GL Part 2: Reporting in the General Ledger [Places] 09:30 - 16:30 Finance Division, 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.

10:30
Finance Division Taster Sessions - Tax new [Places] 10:30 - 11:30 Greenwich House, Cairo Room

An opportunity for others within the Finance Division to gain an overview of the Tax Team and a greater appreciation of what they do.