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Finance Training course timetable

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March 2021

Tue 2	Virtual - How to Excel - Part 1 & 2 (For Finance Staff) (1 of 2) Not bookable 09:30 - 11:30 Finance Division, At Participant's Desk 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.
Wed 3	Virtual - How to Excel - Part 1 & 2 (For Finance Staff) (2 of 2) Not bookable 09:30 - 11:30 Finance Division, At Participant's Desk 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.
Wed 10	Virtual - GL 1: Getting Started in the General Ledger module (1 of 2) [Full] 09:30 - 11:00 Finance Division, At Participant's Desk 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.vle.cam.ac.uk/course/view.php?id=202072 Journals https://www.vle.cam.ac.uk/course/view.php?id=202131
Thu 11	Virtual - GL 1: Getting Started in the General Ledger module (2 of 2) [Full] 09:30 - 11:00 Finance Division, At Participant's Desk 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.vle.cam.ac.uk/course/view.php?id=202072 Journals https://www.vle.cam.ac.uk/course/view.php?id=202131
Wed 17	Virtual - Cognos Introduction (1 of 2) [Places] 10:00 - 11:30 Finance Division, At Participant's Desk 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. GL Part 2: Reporting in the General Ledger Grants Part 2: Grant reports in Cognos If none of the dates are suitable then there is an on-demand version of the course https://www.vle.cam.ac.uk/course/view.php?id=202191. 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 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.
Thu 18	Virtual - Cognos Introduction (2 of 2) [Places] 10:00 - 12:00 Finance Division, At Participant's Desk 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. GL Part 2: Reporting in the General Ledger Grants Part 2: Grant reports in Cognos If none of the dates are suitable then there is an on-demand version of the course https://www.vle.cam.ac.uk/course/view.php?id=202191. 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 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.
Tue 23	Virtual - Grants Part 2: Grant reports in Cognos (1 of 2) [Places] 10:00 - 11:30 Finance Division, At Participant's Desk 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. The course material will be split across 2 webinars on consecutive days
Wed 24	Virtual - How to Excel - Part 3 (For finance staff) [Places] 09:30 - 12:30 The session will look at more advanced formulas and macros using the recorder and VBA tools. The formulas covered in this course include SUMIF and COUNTIF which will allow the user to quickly summarise data. Macros will enable the user to automate tasks within excel. During this session, we will use the example of needing to analyse, sort, split and send data to specific email contacts. Users will be introduced to a series of macros to reduce this process to a few simple steps. The session will run on Teams and delegates must be able to access Excel during the session
	Virtual - Grants Part 2: Grant reports in Cognos (2 of 2) [Places] 10:00 - 11:30 Finance Division, At Participant's Desk 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. The course material will be split across 2 webinars on consecutive days

April 2021

Tue 13	Virtual - GL 2: Reporting in the General Ledger (1 of 2) [Places] 09:30 - 12:30 Finance Division, At Participant's Desk This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds.
Wed 14	Virtual - Budgeting 1: Introduction to budgeting in the University [Full] 09:30 - 12:00 Finance Division, At Participant's Desk 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.
	Virtual - GL 2: Reporting in the General Ledger (2 of 2) [Places] 09:30 - 10:30 Finance Division, At Participant's Desk This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds.
Tue 20	Virtual - Grants Part 3: Viewing Grants in CUFS (1 of 2) [Places] 10:00 - 12:00 Finance Division, At Participant's Desk 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. The course material will be split over 2 webinars on consecutive days
Wed 21	Virtual - Grants Part 3: Viewing Grants in CUFS (2 of 2) [Places] 10:00 - 11:30 Finance Division, At Participant's Desk 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. The course material will be split over 2 webinars on consecutive days
Mon 26	Virtual - Cognos Introduction (1 of 2) [Places] 10:00 - 11:30 Finance Division, At Participant's Desk 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. GL Part 2: Reporting in the General Ledger Grants Part 2: Grant reports in Cognos If none of the dates are suitable then there is an on-demand version of the course https://www.vle.cam.ac.uk/course/view.php?id=202191. 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 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.
Tue 27	Virtual - How to Excel - Part 1 & 2 (For Finance Staff) (1 of 2) [Places] 09:30 - 11:30 Finance Division, At Participant's Desk 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 - Cognos Introduction (2 of 2) [Places] 10:00 - 12:00 Finance Division, At Participant's Desk 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. GL Part 2: Reporting in the General Ledger Grants Part 2: Grant reports in Cognos If none of the dates are suitable then there is an on-demand version of the course https://www.vle.cam.ac.uk/course/view.php?id=202191. 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 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.
Wed 28	Virtual - How to Excel - Part 1 & 2 (For Finance Staff) (2 of 2) [Places] 09:30 - 11:30 Finance Division, At Participant's Desk 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.

May 2021

Wed 12	Virtual - Grants Part 2: Grant reports in Cognos (1 of 2) [Places] 10:00 - 11:30 Finance Division, At Participant's Desk 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. The course material will be split across 2 webinars on consecutive days
Thu 13	Virtual - Grants Part 2: Grant reports in Cognos (2 of 2) [Places] 10:00 - 11:30 Finance Division, At Participant's Desk 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. The course material will be split across 2 webinars on consecutive days
Tue 18	Virtual - GL 1: Getting Started in the General Ledger module (1 of 2) [Places] 09:30 - 11:00 Finance Division, At Participant's Desk 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.vle.cam.ac.uk/course/view.php?id=202072 Journals https://www.vle.cam.ac.uk/course/view.php?id=202131
Wed 19	Virtual - GL 1: Getting Started in the General Ledger module (2 of 2) [Places] 09:30 - 11:00 Finance Division, At Participant's Desk 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.vle.cam.ac.uk/course/view.php?id=202072 Journals https://www.vle.cam.ac.uk/course/view.php?id=202131

June 2021

Wed 2	Virtual - Budgeting 1: Introduction to budgeting in the University [Places] 09:30 - 12:00 Finance Division, At Participant's Desk 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.
Tue 8	Virtual - Cognos Introduction (1 of 2) [Places] 10:00 - 11:30 Finance Division, At Participant's Desk 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. GL Part 2: Reporting in the General Ledger Grants Part 2: Grant reports in Cognos If none of the dates are suitable then there is an on-demand version of the course https://www.vle.cam.ac.uk/course/view.php?id=202191. 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 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.
Wed 9	Virtual - How to Excel - Part 1 & 2 (For Finance Staff) (1 of 2) [Places] 09:30 - 11:30 Finance Division, At Participant's Desk 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 - Cognos Introduction (2 of 2) [Places] 10:00 - 12:00 Finance Division, At Participant's Desk 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. GL Part 2: Reporting in the General Ledger Grants Part 2: Grant reports in Cognos If none of the dates are suitable then there is an on-demand version of the course https://www.vle.cam.ac.uk/course/view.php?id=202191. 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 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.