Finance Training course timetable
Thursday 7 November 2019
09:30 |
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. |
14:00 |
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. |
Friday 8 November 2019
09:30 |
Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations Tableau Explorer is intermediate level access to Tableau Server and allows you to view, interact and edit Tableau content. |
Monday 11 November 2019
09:30 |
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
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Tableau for Viewers - Research
Finished
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. |
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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. |
Tuesday 12 November 2019
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. |
To provide an introduction to the Property Accounting Services team and the activities undertaken in the Section |
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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. |
Wednesday 13 November 2019
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 14 November 2019
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. |
Friday 15 November 2019
10:00 |
VAT & Research
POSTPONED
This session provides you with a simple overview of the basics and how VAT applies to Research Grants including;
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13:15 |
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. |
Monday 18 November 2019
09:30 |
Tableau for Explorers - Research
Finished
Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations Tableau Explorer is intermediate level access to Tableau Server and allows you to view, interact and edit Tableau content. |
Tuesday 19 November 2019
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. |
Wednesday 20 November 2019
09:30 |
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
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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. |
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10:00 |
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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Thursday 21 November 2019
09:00 |
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. |
14:00 |
Tax Exemptions - Medically Exempt
Finished
A briefing session to remind iProc buyers/requisitioners of when departments are eligible to apply/claim medical exemption relief from VAT. This area of VAT is being highlighted at the moment as it is a current focus of HMRC. Additionally, some suppliers are reviewing their controls over the application of Medical Exemption, and are therefore checking our use of ME0% on recent orders. |
Monday 25 November 2019
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. |
Tuesday 26 November 2019
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 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. |
14:00 |
Getting Started in Cognos
CANCELLED
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:
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. |