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Finance Training

Finance Training course timetable

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Sun 27 May – Tue 26 Jun

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Tuesday 29 May

14:00
iProcurement Part 2: Month End processes in the Buyers Work Centre (Resch'd from 24th May) (1 of 2) [Places] 14:00 - 16:00 University Information Services, 17 Mill Lane 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 (Resch'd from 24th May) (2 of 2) [Places] 16:00 - 16:30 University Information Services, 17 Mill Lane Training Room

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

Wednesday 30 May

09:30
AAT Level 4 Professional Diploma in Accounting 2017-18 charged (30 of 37) Not bookable 09:30 - 16:30

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

Monday 4 June

09:30
AAT Level 4 Professional Diploma in Accounting 2017-18 charged (31 of 37) Not bookable 09:30 - 16:30

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

Tuesday 5 June

09:30
AAT Level 3 Diploma in Accounting 2017-18 new charged (23 of 25) Not bookable 09:30 - 16:30 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

Wednesday 6 June

09:30
Grants Part 2: Grant reports in COGNOS Not bookable 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.

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 7 June

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.

Friday 8 June

09:30
AAT Level 4 Professional Diploma in Accounting 2017-18 charged (32 of 37) Not bookable 09:30 - 16:30

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

12:15
Knowledge Bites - Year End Briefing new [Open] 12:15 - 13:00 Greenwich House, Cairo Room

The financial year end is approaching and with it comes additional tasks, module close dates outside the usual monthly schedule, and queries from departments as they try to meet the deadlines. This briefing session will ensure you’re aware of year-end deadlines and changes to previous years, help you understand what the departments may be looking to finalise at various points over the year end, and give you a chance to ask questions.

Monday 11 June

09:30
AAT Level 4 Professional Diploma in Accounting 2017-18 charged (33 of 37) Not bookable 09:30 - 16:30

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

Tuesday 12 June

09:30
AAT Level 3 Diploma in Accounting 2017-18 new charged (24 of 25) Not bookable 09:30 - 16:30 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
AAT Level 4 Professional Diploma in Accounting 2017-18 charged (34 of 37) Not bookable 09:30 - 16:30

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

Wednesday 13 June

09:30
AAT Level 4 Professional Diploma in Accounting 2017-18 charged (35 of 37) Not bookable 09:30 - 16:30

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

VAT and the University [Places] 09:30 - 12:30 Greenwich House, Heidelberg Room

This session provides you with a simple overview of the basics and how VAT applies to the University.

13:00

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

Thursday 14 June

09:00

To provide an opportunity for someone from elsewhere in Finance 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 ofering two sessions, one on Treasury and one on Investments. Ideally participants should attend this one (Treasury) before attending the Investments session however this is not a pre-requisite.

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.

Tuesday 19 June

09:30
AAT Level 3 Diploma in Accounting 2017-18 new charged (25 of 25) Not bookable 09:30 - 16:30 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 21 June

09:30
AAT Level 4 Professional Diploma in Accounting 2017-18 charged (36 of 37) Not bookable 09:30 - 16:30

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 22 June

09:30

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.

Monday 25 June

12:15
Knowledge Bites - Year End Briefing new [Open] 12:15 - 13:00 Greenwich House, Heidelberg Room

The financial year end is approaching and with it comes additional tasks, module close dates outside the usual monthly schedule, and queries from departments as they try to meet the deadlines. This briefing session will ensure you’re aware of year-end deadlines and changes to previous years, help you understand what the departments may be looking to finalise at various points over the year end, and give you a chance to ask questions.

13:00
How to Excel new (1 of 2) [Full] 13:00 - 16:30 Greenwich House, Ferrara Room (IT 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 26 June

14:30
Cognos: Refresher training new [Places] 14:30 - 16:00 Greenwich House, Ferrara Room (IT 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.