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Finance Training

All Finance Training courses

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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:

  • School of Physical Sciences
  • School of Humanities & Social Sciences

to reflect the different approaches and demands of different sectors within the University.

1 other event...

Date Availability
Thu 5 Dec 2019 14:00 [Places]

An opportunity to gain an insight into the work of the Financial Systems Group, the day to day work and the major projects managed within this team as well as the relationships with UIS.

4 other events...

Date Availability
Tue 17 Dec 2019 14:00 [Places]
Tue 25 Feb 2020 14:00 [Places]
Tue 21 Apr 2020 14:00 [Places]
Tue 16 Jun 2020 14:00 [Places]

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.

8 other events...

Date Availability
Mon 9 Dec 2019 14:00 [Places]
Mon 13 Jan 2020 14:00 [Places]
Mon 10 Feb 2020 14:00 [Places]
Mon 9 Mar 2020 14:00 [Places]
Mon 13 Apr 2020 14:00 [Places]
Mon 11 May 2020 14:00 [Places]
Mon 8 Jun 2020 14:00 [Places]
Mon 13 Jul 2020 14:00 [Places]

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.

6 other events...

Date Availability
Wed 22 Jan 2020 09:15 [Places]
Wed 19 Feb 2020 09:15 [Places]
Wed 18 Mar 2020 09:15 [Places]
Wed 22 Apr 2020 09:15 [Places]
Wed 20 May 2020 09:15 [Places]
Wed 17 Jun 2020 09:15 [Places]

To provide an introduction to the Property Accounting Services team and the activities undertaken in the Section

4 other events...

Date Availability
Thu 16 Jan 2020 09:30 [Places]
Wed 18 Mar 2020 09:30 [Places]
Tue 12 May 2020 09:30 [Places]
Thu 16 Jul 2020 09:30 [Places]
Finance Division Taster Sessions - Reporting Wed 11 Mar 2020   10:00   [More dates...] [Places]

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

1 other event...

Date Availability
Thu 18 Jun 2020 10:00 [Places]

An opportunity to gain an insight into the work of the Shared Services Finance team and to understand and have an appreciation of the interrelationships with other areas and the demands and challenges faced.

3 other events...

Date Availability
Tue 14 Jan 2020 09:30 [Places]
Tue 17 Mar 2020 09:30 [Places]
Tue 19 May 2020 09:30 [Places]

To provide an opportunity for someone from elsewhere in Fin 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 offering two sessions, one on Treasury and one on Investments. Ideally the Treasury session should be attended before this one (Investments) however this is not a pre-requisite.

4 other events...

Date Availability
Thu 16 Jan 2020 09:00 [Places]
Thu 26 Mar 2020 09:00 [Places]
Thu 14 May 2020 09:00 [Places]
Thu 16 Jul 2020 09:00 [Places]

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.

4 other events...

Date Availability
Tue 22 Oct 2019 09:00 [Full]
Wed 26 Feb 2020 09:00 [Places]
Thu 16 Apr 2020 09:00 [Places]
Fri 26 Jun 2020 09:00 [Places]
First Steps in Procurement 2017 new charged Thu 14 Dec 2017   09:30 Finished

This course has been specifically designed by the Training team for the University. It is aligned with the old level 2 course that was offered by the Chartered Institute of Procurement & Supply (CIPS) and is structured to cover the same introductory concepts and techniques.

All participants will be required to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualification/cips/first-steps-procurement

Fixed Assets web based Self-taught Bookable

A course for departmental staff who deal with purchasing, monitoring and disposal of fixed assets.

Getting started as a Key Contact Self-taught Bookable

Each department has one or more nominated Finance Key Contacts.

They take responsibility for many day-to-day interactions between the department and the Finance Division, such as:

  • Requesting and amending user access to UFS
  • Receiving communications and reports
  • Requesting new suppliers

This course tells you all about the role of a Key Contact and what it entails.

The course should work fine on most modern Smartphones and on tablet devices too.

Once you've booked onto this course you will receive an email with the web link to access the materials.

Getting Started in Cognos Tue 26 Nov 2019   14:00   [More dates...] [Places]

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: Grant reports in Cognos
  • 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.

3 other events...

Date Availability
Tue 28 Jan 2020 14:00 [Places]
Wed 25 Mar 2020 14:30 [Places]
Wed 3 Jun 2020 14:00 [Places]

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.

4 other events...

Date Availability
Thu 16 Jan 2020 09:30 [Places]
Tue 10 Mar 2020 09:30 [Places]
Thu 14 May 2020 09:30 [Places]
Thu 9 Jul 2020 09:30 [Places]
GL Part 2: Reporting in the General Ledger Wed 20 Nov 2019   09:30   [More dates...] [Places]

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

You are invited to bring with you any reference documents that you may have detailing your own departmental codes.

4 other events...

Date Availability
Tue 21 Jan 2020 09:30 [Places]
Thu 19 Mar 2020 09:30 [Places]
Tue 19 May 2020 09:30 [Places]
Thu 16 Jul 2020 09:30 [Places]

General Ledger Transfer codes are a particular useful tool to help you to manage your departmental accounts as they allow you to use surpluses generated in one account to fund activities elsewhere.

Grants and Indirect Costs Seminar Thu 14 Nov 2019   15:00   [More dates...] [Places]

« Description not available »

1 other event...

Date Availability
Fri 31 Jan 2020 10:00 [Places]

A short online course that provides a basic introduction to the key features of Research Grants and how they are managed in the University.

Please note it does not include detailed guidance of how to apply for grants (e.g. using pFACT/X5) – please contact the Research Operations Office for advice.

Grants Part 2: Grant reports in Cognos Thu 28 Nov 2019   09:30   [More dates...] [Places]

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.

4 other events...

Date Availability
Thu 16 Jan 2020 13:00 [Places]
Tue 24 Mar 2020 09:30 [Places]
Thu 7 May 2020 13:00 [Places]
Thu 9 Jul 2020 13:00 [Places]
Grants Part 3: Viewing Grants in CUFS Tue 17 Dec 2019   09:30   [More dates...] [Places]

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.

3 other events...

Date Availability
Tue 11 Feb 2020 09:30 [Places]
Thu 23 Apr 2020 09:30 [Places]
Tue 16 Jun 2020 09:30 [Places]

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

3 other events...

Date Availability
Tue 7 Jan 2020 13:00 [Places]
Thu 30 Apr 2020 13:00 [Places]
Thu 25 Jun 2020 09:30 [Places]
How to Excel - Part 1 & 2 (For Finance Staff) Wed 11 Dec 2019   09:30   [More dates...] [Places]

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.

3 other events...

Date Availability
Tue 4 Feb 2020 13:00 [Places]
Thu 30 Apr 2020 09:30 [Places]
Thu 18 Jun 2020 13:00 [Places]
How to Excel - Part 3 (For Finance Staff) Tue 19 Nov 2019   09:30   [More dates...] [Places]

This is only open to staff who have a role within finance at the University.

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.

3 other events...

Date Availability
Thu 23 Jan 2020 09:30 [Places]
Wed 25 Mar 2020 09:30 [Places]
Wed 3 Jun 2020 09:30 [Places]
Introduction to Tableau Server (Examination results) new Fri 9 Aug 2019   09:30 CANCELLED

Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations.

Tableau Viewer is entry level access to Tableau Server and allows you to view Tableau content created by others.

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.

8 other events...

Date Availability
Tue 10 Dec 2019 09:30 [Places]
Wed 15 Jan 2020 09:30 [Places]
Wed 5 Feb 2020 09:30 [Places]
Tue 3 Mar 2020 09:30 [Places]
Tue 21 Apr 2020 09:30 [Places]
Wed 13 May 2020 09:30 [Places]
Tue 9 Jun 2020 09:30 [Places]
Wed 8 Jul 2020 09:30 [Places]
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