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Finance Training

All Finance Training courses

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AAT Alumni new Mon 5 Feb 2018   13:30 Finished

Across the university and assoicated bodies we have many members of staff who have previously studied AAT or are currently studying. We have set up an alumni group specifically for these AAT qualified/part qualified staff as a way to maintain the connection and to support their continued development

Cyber security

Protecting the University’s assets, intellectual property and information against cyber security threats is a complex, evolving task. Cyber attacks can result in data loss, reputational damage, fines and other types of financial loss. To help protect the University against these risks, University Information Services (UIS) is overseeing a major programme to improve cyber security levels across the University

Kieren Lovell from UIS will be coming to speak about how we manage our security in the University and what steps we can take to protect ourselves.

The AAT Foundation Certificate in Bookkeeping is the starting point for studying the AAT qualfiication.

It is a short qualification which will help you to develop essential bookkeeping skills. Once completed, you will have an understanding of basic accounting practices and techniques including double-entry bookkeeping. It can be treated as a stand alone qualifcation or used as a stepping stone to further AAT study at Level 3.

Once you have registered here you will need to complete the application form at the back of the briefing pack. These packs are available on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme

AAT Level 3 Diploma in Accounting 2019-20 charged Mon 9 Sep 2019   12:30 Not bookable


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
AAT Level 4 Professional Diploma in Accounting 2019-20 charged Mon 9 Sep 2019   13:30 Not bookable

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

Accountants' Update CPD session Wed 27 Sep 2017   13:30 Finished

Back by popular demand

We have decided to add an extra CPD session this year. There have been a number of requests for an additional session with a University specific focus and so Spencer Moore (Acting Head of Tax/International and Corporate Tax Manager) will be covering some of the tax issues that we need to be aware of.

Qualified staff can use this towards their annual CPD.

This course is designed to provide a basic introduction to how finances are managed at the University and is the ideal first course for anyone who will be working in an accounts area.

Not only does it provide an overview of how the University's Finance System (UFS) is structured but also which activities are performed centrally and which are done in departments. It introduces the concepts of the Financial Regulations and Finance Procedures as well as signposting where you can find more support, how to access UFS and what training may be appropriate for your role.

Anti-Bribery & Corruption Training Self-taught Booking not required

The University and all its staff have a responsibility to ensure that neither their conduct, nor the conduct of any person or organisation entering into any contract or arrangement with the University contravenes the Bribery Act 2010.

This online course guides you through the scope of the Bribery Act and Criminal Finances Act and highlights some of the situations that you should be aware of.

AP: eInvoicing in Accounts Payable Self-taught Bookable

An Introduction to the University's eInvoicing system, how it works and what actions/processes are completed by the department.

This on-line course will enable end users to understand the basics of accounts payable, including processing basic invoices and expense claims.

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.

2 other events...

Date Availability
Wed 1 Apr 2020 09:30 [Places]
Thu 2 Jul 2020 09:30 [Places]

This on-line course enables users to learn how to Secondary Approve invoices within the Accounts Payable module.

The Accounts Receivable (AR) module of the University’s Finance System (CUFS) deals with managing customer information and managing income generated from sales and donations.

In this course we will be looking at some of the key aspects such as:

  • creating external invoices
  • creating internal invoices
  • receipting income relating to invoices
  • receipting other income

We will also provide you with some basic information relating to banking procedures and to the University’s Online Store (also known as eSales).

This course covers the essentials for keeping your AR accounts in order. In addition to showing you how to make corrections, receipt foreign currencies and the required month/year-end reports we will also show you how you can save time by setting up memo lines, sales persons and receivable activities for your department.

2 other events...

Date Availability
Tue 28 Apr 2020 09:30 [Places]
Tue 21 Jul 2020 09:30 [Places]

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.

2 other events...

Date Availability
Thu 23 Apr 2020 13:30 [Places]
Tue 9 Jun 2020 09:30 [Places]

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.

4 other events...

Date Availability
Thu 9 Jan 2020 09:30 Not bookable
Tue 17 Mar 2020 09:30 [Places]
Thu 21 May 2020 13:00 [Places]
Tue 14 Jul 2020 09:30 [Places]
Cash Handling Self-taught Bookable

« Description not available »

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 14:00 [Places]
Wed 3 Jun 2020 14:00 [Places]
Cognos Refresher Training Thu 27 Feb 2020   14:30   [More dates...] [Places]

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: 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.

2 other events...

Date Availability
Tue 28 Apr 2020 14:30 [Places]
Mon 20 Jul 2020 14:30 [Places]

This welcome session is for staff based in Greenwich House, will introduce you to the practicalities working in the building and the resources available to you.

10 other events...

Date Availability
Mon 6 Jan 2020 10:00 [Places]
Mon 20 Jan 2020 10:00 [Places]
Mon 3 Feb 2020 10:00 [Places]
Mon 10 Feb 2020 10:00 [Places]
Mon 17 Feb 2020 10:00 [Places]
Fri 6 Mar 2020 10:00 [Places]
Mon 6 Apr 2020 10:00 [Places]
Mon 4 May 2020 10:00 [Places]
Mon 1 Jun 2020 10:00 [Places]
Mon 6 Jul 2020 10:00 [Places]

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.

7 other events...

Date Availability
Fri 10 Jan 2020 11:00 [Places]
Fri 14 Feb 2020 10:00 [Places]
Tue 24 Mar 2020 11:00 [Places]
Thu 9 Apr 2020 15:00 [Places]
Fri 15 May 2020 14:00 [Places]
Fri 12 Jun 2020 14:00 [Places]
Thu 16 Jul 2020 10:30 [Places]
Finance Division Knowledge Bites - Annual leave system Thu 12 Sep 2019   13:15 Finished

An overview of the new CHRIS bases annual leave system that will go live prior to the start of the new leave year.

Finance Division Knowledge Bites - Brexit Tue 29 Oct 2019   13:15 CANCELLED

The impact to departments from a finance perspective.

Finance Division Knowledge Bites - CUFS R12.2 Upgrade Mon 14 Oct 2019   13:15 POSTPONED

The CUFS R12.2 Upgrade Project Initiation Document (PID) has been approved and in this Knowledge Bites talk Jo Hall will share a summary of the plans for the project with us.

An overview of the Finance Business Transformation Programme (FBTP), a large scale initiative which aims to shape and enhance Finance’s processes and tools of the future. Those working in Finance roles and all users of Finance services will be crucial to making the programme a success and, as well as giving you the chance to learn about the FBTP during this session, we would also welcome your views and thoughts.

Finance Division Knowledge Bites - LEAN Training Thu 26 Sep 2019   13:00 Finished

Linda will give us a taster of the popular training course she runs on LEAN – a way of thinking that can help you improve processes by breaking down problems and tackling them in a confident and logical way. We will also learn how this is being applied both within Finance and across the wider University. Whatever your role you will benefit from the insightful advice and activities in this session.

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