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Finance Training

Finance Training course timetable

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Mon 16 May – Thu 7 Jul

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May 2022

Tue 17

This is a 20 minute bookable session for Concur key contacts prior to Go Live. It is an opportunity to ask questions about the system and get some individual support on the process of creating or approving a claim.

After you have booked the slot you will receive the Teams meeting link via email

This is a 20 minute bookable session for Concur key contacts prior to Go Live. It is an opportunity to ask questions about the system and get some individual support on the process of creating or approving a claim.

After you have booked the slot you will receive the Teams meeting link via email

This is a 20 minute bookable session for Concur key contacts prior to Go Live. It is an opportunity to ask questions about the system and get some individual support on the process of creating or approving a claim.

After you have booked the slot you will receive the Teams meeting link via email

Wed 18
Virtual - GL 2: Reporting in the General Ledger (1 of 2) [Places] 10:00 - 11:30 Via MS Teams

This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds.

Thu 19
Virtual - GL 2: Reporting in the General Ledger (2 of 2) [Places] 10:00 - 11:30 Via MS Teams

This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds.

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.

Tue 24

This session covers the theory and practice of budgeting, how budgets are set in the University, general considerations when setting budgets, how to interpret budget reports and understand the causes of overspends (and underspends) against budgets.

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

Wed 25
Virtual - Cognos Introduction (1 of 2) [Places] 10:00 - 11:30 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.

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.

Thu 26
Virtual - Cognos Introduction (2 of 2) [Places] 10:00 - 11:00 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.

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.

June 2022

Wed 8
Virtual - Grants Part 2: Grant reports in Cognos (1 of 2) [Places] 10:00 - 12:00 Via MS Teams

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 9
Virtual - Grants Part 2: Grant reports in Cognos (2 of 2) [Places] 10:00 - 11:30 Via MS Teams

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

Mon 13
Financial Year End 2021/22 Presentation new [Places] 11:00 - 12:00 Judge Business School, Lecture Theatre 2

The annual presentation that highlights key changes or watch points that may affect the successful close of the University’s financial year end. Additionally, the presentation will include a brief summary of the previous years’ figures, and include an overview of the new timetable.

There are 50 in person seats available, on a first come basis. The presentation will also be live streamed. A recording of the presentation will be available from the Finance Division website.

Please ONLY book here if you want a physical seat for the event at the Judge. Links to the live stream will be published closer to the date.

Wed 15
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.vle.cam.ac.uk/course/view.php?id=202072

Journals https://www.vle.cam.ac.uk/course/view.php?id=202131

Thu 16
Virtual - GL 1: Getting Started in the General Ledger module (2 of 2) [Places] 09:30 - 11:00 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.vle.cam.ac.uk/course/view.php?id=202072

Journals https://www.vle.cam.ac.uk/course/view.php?id=202131

Fri 17
Finance Division Open Meeting new [Places] 11:00 - 12:30 University Information Services, Roger Needham Building, Norwich Auditorium

Led by the Director of Finance, David Hughes, the Open Meeting provides an opportunity for all members of the Finance Division to be updated on key business issues, projects and achievements for the current year.

Tue 21
Virtual - Cognos Introduction (1 of 2) [Places] 10:00 - 11:30 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.

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.

Wed 22
Virtual - Cognos Introduction (2 of 2) [Places] 10:00 - 11:00 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.

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.

Thu 23
Virtual - How to Excel - Part 1 & 2 (For Finance Staff) (1 of 2) [Places] 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.

Fri 24
Virtual - How to Excel - Part 1 & 2 (For Finance Staff) (2 of 2) [Places] 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.

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.

Wed 29
Virtual - GL 2: Reporting in the General Ledger (1 of 2) [Places] 10:00 - 11:30 Via MS Teams

This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds.

Thu 30
Virtual - GL 2: Reporting in the General Ledger (2 of 2) [Places] 10:00 - 11:30 Via MS Teams

This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds.

July 2022

Tue 5
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.vle.cam.ac.uk/course/view.php?id=202072

Journals https://www.vle.cam.ac.uk/course/view.php?id=202131

Wed 6
Virtual - GL 1: Getting Started in the General Ledger module (2 of 2) [Places] 09:30 - 11:00 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.vle.cam.ac.uk/course/view.php?id=202072

Journals https://www.vle.cam.ac.uk/course/view.php?id=202131

Thu 7
Virtual - Grants Part 3: Viewing Grants in CUFS (1 of 2) [Places] 10:00 - 12:00 Via MS Teams

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