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Finance Training

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Finance Training course timetable

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June 2025

Tue 17	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.
	Tableau Drop In Sessions (via Teams) [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.
Wed 18	Concur – Acting as a First Approver [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
Thu 19	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. GL Part 2: Reporting in the General Ledger Grants Part 2: Grant reports in Cognos 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.
Fri 20	Tableau Drop In Sessions (via Teams) [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.
	Tableau Drop In Sessions (via Teams) [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.
Tue 24	Tableau Drop In Sessions (via Teams) [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.
Wed 25	Virtual - Grants Part 4: Administration of Grants in CUFS (1 of 2) [Places] 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.
	How to book with Key Travel [Places] 11:00 - 12:20 Via MS Teams How to book with Key Travel - Travelling for research or to undertake work on behalf of the University. This training session, delivered by Key Travel, is open to new and experienced colleagues who are responsible for booking travel on behalf of the University. Key Travel is the University’s preferred supplier for travel management services and provides the following support for colleagues: Booking services (online and offline) for flights, accommodation and rail Group booking services 24/7 Traveller support 24/7 Emergency scanning and support Refund management The primary purpose of the training session will be to walk you through the booking process using Key Travel’s online portal. However, the session will also provide you with hints and tips on how to identify the best travel options for your requirements.
Thu 26	Virtual - Grants Part 4: Administration of Grants in CUFS (2 of 2) [Places] 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.
Fri 27	Tableau Drop In Sessions (via Teams) [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.
	Tableau Drop In Sessions (via Teams) [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.

July 2025

Tue 1	IN PERSON - Tableau Server - Viewer [Places] 09:30 - 11:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room) This is an in person classroom course 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.
	Tableau Drop In Sessions (via Teams) [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.
Wed 2	Virtual - Cognos Introduction [Places] 09:30 - 12:00 Via MS Teams 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 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.
Fri 4	Tableau Drop In Sessions (via Teams) [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.
	Tableau Drop In Sessions (via Teams) [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.
Tue 8	Tableau Drop In Sessions (via Teams) [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.
Wed 9	IN PERSON - Grants Part 2: Grant reports in Cognos [Places] 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room) This is a classroom version of Grants 2 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 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.
Thu 10	Finance Division - New Starters Welcome with FLT (Finance Division Staff only) [Places] 12:00 - 13:00 Greenwich House, Heidelberg Room As a recent new starter to the Finance Division, we would like to invite you to attend a welcome session in Greenwich House with Finance Leadership Team (FLT). These sessions are an opportunity for you to meet with other members of staff who have recently joined Finance, as well as hearing from Daniel and senior members of the team. Please book onto a session below that suits your office working pattern best. We encourage you to attend in your first three months in the Finance Division but if you are unable to attend either of these dates, more dates will follow later in the year.
Fri 11	Tableau Drop In Sessions (via Teams) [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.
	Tableau Drop In Sessions (via Teams) [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.
Mon 14	How to make a group booking with Key Travel [Places] 13:00 - 14:00 Via MS Teams How to make a group booking with Key Travel - Organising group travel for research or to undertake work on behalf of the University. This training session, delivered by Key Travel, is open to new and experienced colleagues who are responsible for booking group travel (10 passengers or more) on behalf of the University. Key Travel’s Specialist Travel team will take you through the process of group bookings including: What is group travel? How to make a group booking with Key Travel (what information is required) Services available Benefits of booking with Key Travel The primary purpose of the training session will be to walk you through the booking process, however, there will also be opportunities to ask questions and explore the services provided.
Tue 15	Tableau Drop In Sessions (via Teams) [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.
Thu 17	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
	Finance Division Inductions - Benefits, what's available? (Finance Division Staff only) [Places] 14:00 - 14:30 Via MS Teams 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.