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Finance Training

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An update on progress 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 progress 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.

Finance Division Knowledge Bites - Pensions new Tue 18 Feb 2020   13:00 [Places]

Description to follow

Finance Division Knowledge Bites - Remote Access new Wed 16 Oct 2019   13:15 Finished

A demonstration of the different ways in which you can access emails, shared drives, and software on your PC while away from the office.

After the session there will be an opportunity to bring your own laptop for some assistance with setting up your remote access.

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.

4 other events...

Date Availability
Tue 17 Mar 2020 09:15 [Places]
Tue 21 Apr 2020 09:15 [Places]
Tue 19 May 2020 09:15 [Places]
Tue 16 Jun 2020 09:15 [Places]

An opportunity to gain an insight into the work of the Business Information Team in Academic and Financial Planning and Analysis (AFPA).

An overview of the role of Central and Research Accounting and a taster of the range of the activities that they are involved with.

This session is a required pre-requisite for attendance on the detailed walk-through sessions for any of the following topics:

  • Fixed Assets
  • Lynxvale Limited Property Accounting
  • Fee collection
  • Trust Funds
  • Research Accounting

2 other events...

Date Availability
Tue 12 May 2020 14:00 [Places]
Thu 16 Jul 2020 10:00 [Places]

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

1 other event...

Date Availability
Thu 9 Jul 2020 09:00 [Places]

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.

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.

2 other events...

Date Availability
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.

5 other events...

Date Availability
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.

5 other events...

Date Availability
Wed 22 Jan 2020 09:15 Not bookable
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

2 other events...

Date Availability
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.

1 other event...

Date Availability
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.

2 other events...

Date Availability
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.

2 other events...

Date Availability
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.

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.

2 other events...

Date Availability
Thu 14 May 2020 09:30 [Places]
Thu 9 Jul 2020 09:30 [Places]
GL Part 2: Reporting in the General Ledger Thu 19 Mar 2020   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.

2 other events...

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

« Description not available »

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.

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