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Finance Training

Finance Training course timetable

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Wed 28 Nov 2018 – Tue 18 Dec 2018

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Wednesday 28 November 2018

14:00
Getting started in Cognos Finished 14:00 - 15:30 Finance Division, 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 29 November 2018

09:30
AP Part 2: Matching, Amending and Foreign Invoices in Accounts Payable Finished 09:30 - 16:15 Finance Division, 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.

Friday 30 November 2018

09:30
AAT Level 4 Professional Diploma in Accounting 2018-19 charged (6 of 24) Finished 09:30 - 16:30 First Intuition

The course details are being finalised, for now please book a provisional place here and we will let you know when the details and application packs are available

AAT Level 4, Professional Diploma in accounting.

Students will be placed on the public day release programme with an 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 Dates will be added once they have been confirmed

10:00

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

Tuesday 4 December 2018

13:00
Grants Part 3: Viewing Grants in CUFS Finished 13:00 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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.

Wednesday 5 December 2018

09:30
AAT Level 4 Professional Diploma in Accounting 2018-19 charged (7 of 24) Finished 09:30 - 16:30 First Intuition

The course details are being finalised, for now please book a provisional place here and we will let you know when the details and application packs are available

AAT Level 4, Professional Diploma in accounting.

Students will be placed on the public day release programme with an 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 Dates will be added once they have been confirmed

How to Excel - Part 1 & 2 (For Finance Staff) new (1 of 2) Finished 09:30 - 12:30 Finance Division, 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

Thursday 6 December 2018

09:00
Finance Division Inductions - Training & Development new Finished 09:00 - 10:00 Greenwich House, Heidelberg Room

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.

09:30
Finance Division Taster Sessions - Finance Managers Group new Finished 09:30 - 12:30 Room to be confirmed

This session led by Finance Managers and Advisers will provide attendees with an insight into their roles and how different Schools operate. The session will be equally split between two different School teams to reflect the different approaches and demands of different sectors within the University.

Budgeting part 2: Creating and monitoring budgets in CUFS and Cognos (Formerly Managing the Budget - Part 2) new Finished 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This session covers how to make a financial plan, prepare it for upload to the finance system and monitor progress against the plan. It is a practical course which will look at the techniques and systems within the University that can be used for budgeting.

It is an ideal follow on from Managing the Budget Part 1 and for those who have a good working knowledge of budgeting principles and want to develop skills in using the University budgeting tools.

Friday 7 December 2018

11:00
Finance Division Taster Sessions - Assistant Director, Financial Operations new CANCELLED 11:00 - 12:00 Greenwich House, Cairo Room

An opportunity to find out more about what our Assistant Director, Head of Financial Operations gets involved with.

Monday 10 December 2018

14:00
Coaching Session - Cognos: Refresher Training new Finished 14:00 - 15:30 Finance Division, 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.

Tuesday 11 December 2018

09:30
AAT Level 3 Diploma in Accounting 2018-19 new charged (11 of 26) Finished 09:30 - 16:30 Finance Division, 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
14:00

An opportunity for others within the Finance Division to spend some time with GHOST to gain an overview of their roles and a greater appreciation of what they do.

Wednesday 12 December 2018

09:30
How to Excel - Part 1 & 2 (For Finance Staff) new (2 of 2) Finished 09:30 - 12:30 Finance Division, 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

Thursday 13 December 2018

09:30
iProcurement Part 1: Getting Started in iProcurement (1 of 2) Finished 09:30 - 13:00 Finance Division, 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.

iProcurement Part 1: Getting Started in iProcurement - For Requisitioners Finished 09:30 - 13:00 Finance Division, 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.

12:15
Finance Division Knowledge Bites - Studying at Cambridge new Finished 12:15 - 13:00 Greenwich House, Cairo Room

A talk by Alice Benton (Head of Education and Student Policy) and Catherine Maxwell ( Head of Student Operations):

Undergraduate and graduate admissions – an overview of how the processes work, including role of the Colleges (KM) How teaching is organised at undergraduate and postgraduate levels (AB) Student support, central services and the role of the Colleges (AB) Examinations, Tripos, MPhil and PhD (KM)

13:45
iProcurement Part 1: Getting Started in iProcurement (2 of 2) Finished 13:45 - 15:45 Finance Division, 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.

Monday 17 December 2018

12:30
Finance Division Knowledge Bites - Student structure Finished 12:30 - 13:15 8 Mill Lane, Lecture Room 5

A talk by Alice Benton (Head of Education and Student Policy) and Catherine Maxwell ( Head of Student Operations) - more information to follow.

13:00
How to Excel - Part 3 (For Finance Staff) new Finished 13:00 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This session is only open to staff who have attended the How to Excel course previously.

Places will be awarded on a first come, first served basis.

The session will look at more advanced formulas and macros using the recorder and VBA tools.

Tuesday 18 December 2018

09:15
Finance Division Taster Sessions - Accounts Payable & Cashier Finished 09:15 - 12:15 To be confirmed

An opportunity for others within the Finance Division to spend some time with the Accounting Services Team to gain an overview of their roles and a greater appreciation of what they do.

09:30

This session covers the theory and practice of budgeting in the University, how to interpret department budget reports and understand the causes of overspends (and underspends) against budgets. The course refers closely to Chapter 3 of the Financial Procedures Manual

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

Grants Part 4: Administration of Grants in CUFS Finished 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This course covers the day to day and month end transactions that need to be completed using a variety of tools in CUFS.

14:00
iProcurement Part 2: Month End processes in the Buyers Work Centre (1 of 2) CANCELLED 14:00 - 16:00 Finance Division, Greenwich House, Ferrara Room (IT 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 (2 of 2) CANCELLED 16:00 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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