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Finance Training

Finance Training course timetable

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Sat 12 Oct – Fri 8 Nov

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Tuesday 15 October

09:30
Virtual - Grants Part 3: Viewing Grants in CUFS (1 of 2) Not bookable 09:30 - 11:30 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

How to make a group booking with Key Travel new [Places] 09:30 - 10:30 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.

15:00
Tableau Drop In Sessions (via Teams) new [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.

Wednesday 16 October

09:30
Virtual - Grants Part 3: Viewing Grants in CUFS (2 of 2) Not bookable 09:30 - 10:30 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

Virtual - GL 2: Reporting in the General Ledger (1 of 2) Not bookable 09:30 - 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.

15:00
In-Person - VAT relief - Introducing Medical Exemption new [Places] 15:00 - 16:30 Jeffrey Cheah Biomedical Centre Ground Floor Seminar Room

This course is designed to help anyone responsible for purchasing items which will be used in medical or veterinary research and training. It will explain when it is appropriate to claim VAT relief and how the relief is claimed.

Thursday 17 October

09:30
Virtual - GL 2: Reporting in the General Ledger (2 of 2) Not bookable 09:30 - 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.

Friday 18 October

11:00
Tableau Drop In Sessions (via Teams) new [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.

11:30
Tableau Drop In Sessions (via Teams) new [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.

Tuesday 22 October

09:30
IN PERSON - Cognos Introduction Not bookable 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.

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.

15:00
Tableau Drop In Sessions (via Teams) new [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.

Thursday 24 October

14:15

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.

Friday 25 October

11:00
Tableau Drop In Sessions (via Teams) new [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.

11:30
Tableau Drop In Sessions (via Teams) new [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.

Monday 28 October

13:00
How to book with Key Travel new [Places] 13:00 - 15:00 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.

Tuesday 29 October

15:00
Tableau Drop In Sessions (via Teams) new [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.

Wednesday 30 October

09:30
Virtual - How to Excel - Part 1 & 2 (For Finance Staff) (1 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.

Thursday 31 October

09:30
IN PERSON - GL 1: Getting Started in the General Ledger module [Places] 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This is a classroom version of the General Ledger 1 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.

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.

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

Friday 1 November

11:00
Tableau Drop In Sessions (via Teams) new [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.

11:30
Tableau Drop In Sessions (via Teams) new [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.

Tuesday 5 November

15:00
Tableau Drop In Sessions (via Teams) new [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.

Wednesday 6 November

09:30
Virtual - Grants Part 4: Administration of Grants in CUFS new (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.

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.

Thursday 7 November

09:30
Virtual - Grants Part 4: Administration of Grants in CUFS new (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.

Friday 8 November

11:00
Tableau Drop In Sessions (via Teams) new [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.

11:30
Tableau Drop In Sessions (via Teams) new [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.