Finance Training course timetable
Tuesday 7 January 2020
13:00 |
This course covers the day to day and month end transactions that need to be completed using a variety of tools in CUFS. |
Wednesday 8 January 2020
10:00 |
Welcome to Key Travel
Finished
Key Travel is the University’s preferred supplier for travel services and has recently linked up with Booking.com. This webinar is a great opportunity to find out more about how Key Travel can support you with your travel booking needs, how you can get the best out of their Online Booking Tool and the savings you could achieve. |
Thursday 9 January 2020
09:30 |
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 Budgeting 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. |
14:00 |
Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts. Note: This course is mandatory in order to attend either of the following two courses below. What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above. |
Friday 10 January 2020
11:00 |
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. |
Monday 13 January 2020
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 15 January 2020
09:30 |
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. |
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. |
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13:45 |
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. |
Thursday 16 January 2020
09:00 |
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. |
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. |
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09:30 |
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. |
To provide an introduction to the Property Accounting Services team and the activities undertaken in the Section |
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13:00 |
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:
In this course we will not access the Grants module in CUFS. |
Friday 17 January 2020
14:00 |
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:
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Tuesday 21 January 2020
09:15 |
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 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. |
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. |
Wednesday 22 January 2020
09:15 |
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. |
Thursday 23 January 2020
09:30 |
The session will look at more advanced formulas and macros using the recorder and VBA tools. The formulas covered in this course include SUMIF, COUNTIF and INDEX MATCH which will enable the user to quickly summarise data. Macros will enable the user to automate tasks within excel. During this session, we will use the example of needing to analyse, sort, split and send data to specific email contacts. Users will be introduced to a series of macros to reduce this process to a few simple steps. |
13:00 |
An informal welcome lunch for new Finance Division employees. Hosted by David Hughes (Director of Finance) and other senior managers this provides an opportunity to mingle and get to know other new starters and meet key people within the Division. A buffet lunch will be provided, please could you let us know in advance any dietary restrictions. |
Friday 24 January 2020
09:30 |
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 |
13:30 |
This course covers the various month-end processes that need to be completed within the iProcurement module. |
15:30 |
This course covers the various month-end processes that need to be completed within the iProcurement module. |
Tuesday 28 January 2020
09:30 |
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. |
14:00 |
Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts. Note: This course is mandatory in order to attend either of the following two courses below. What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above. |