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Finance Training

Finance Training course timetable

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Sat 14 Sep – Wed 9 Oct

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[ No events on Sat 14 Sep ]

Tuesday 17 September

09:30
IN PERSON - Tableau Server - Viewer new Finished 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.

10:30

« Description not available »

15:00
Tableau Drop In Sessions (via Teams) new Finished 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 18 September

09:30
Virtual - GL 1: Getting Started in the General Ledger module (1 of 2) Finished 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

12:00
Concur – Acting as a Delegate new Finished 12:00 - 12:20 Via MS Teams

A short briefing on how to act as a delegate using the desktop SAP Concur client. This will cover:

  • Who may act as a delegate for others
  • The type of claims you may prepare for others
  • How to switch roles and enter information
  • The submission process

Thursday 19 September

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

Virtual - GL 1: Getting Started in the General Ledger module (2 of 2) Finished 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.training.cam.ac.uk/fin/event/4716069

Journals https://www.training.cam.ac.uk/fin/event/4716067

Friday 20 September

11:00
Tableau Drop In Sessions (via Teams) new Finished 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 Finished 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 24 September

10:30

« Description not available »

15:00
Tableau Drop In Sessions (via Teams) new Finished 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 25 September

09:30
Virtual - Grants Part 2: Grant reports in Cognos (1 of 2) Finished 09:30 - 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

Thursday 26 September

09:30
Virtual - Grants Part 2: Grant reports in Cognos (2 of 2) Finished 09:30 - 11:00 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

Friday 27 September

11:00
Tableau Drop In Sessions (via Teams) new Finished 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 Finished 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 1 October

10:30

« Description not available »

Learning at Work – What is Enhanced Financial Transparency (EFT)? new Finished 10:30 - 11:30 West Hub, West Room 2

This in-person session will help attendees gain a better understanding of the Finance transformation project: “Enhanced Financial Transparency (EFT)”, including how it relates to other Finance transformation projects, and what it will mean for the University and staff.

15:00
Tableau Drop In Sessions (via Teams) new Finished 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 3 October

12:00
Concur – Acting as a First Approver new Finished 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

Friday 4 October

11:00
Tableau Drop In Sessions (via Teams) new Finished 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 Finished 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 7 October

12:00
Finance Division - New Starters Welcome with David Hughes (Finance Division Staff only) new Finished 12:00 - 13:15 Greenwich House, Heidelberg/Granada (Combined) 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 David Hughes. These sessions are an opportunity for you to meet with other members of staff who have recently joined Finance, as well as hearing from David 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.

Tuesday 8 October

09:30
IN PERSON - Budgeting 1: Introduction to budgeting Not bookable 09:30 - 12:30 Greenwich House, Heidelberg/Granada (Combined) Room

This is a classroom version of the Budgeting 1: Introduction to Budgeting held at Greenwich House - All delegates will need to bring a laptop (and charging cable if required)

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 session introduces the theory and practice of budgeting, looking at why and how budgets can be set. Group exercises are used to prompt discussion around the types of costs that should be included in a budget and decision making when setting budgets.

The session will give an overview of the budgeting process in the university and then focus in more detail on practical tools for day-to-day budgeting.

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

15:00
Tableau Drop In Sessions (via Teams) new [Full] 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 9 October

12:00
Finance Division - New Starters Welcome with David Hughes (Finance Division Staff only) new Not bookable 12:00 - 13:15 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 David Hughes. These sessions are an opportunity for you to meet with other members of staff who have recently joined Finance, as well as hearing from David 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.