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Finance Training

Finance Training course timetable

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Fri 13 Oct 2023 – Thu 2 Nov 2023

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Friday 13 October 2023

09:30
Virtual - Grants Part 3: Viewing Grants in CUFS (2 of 2) Finished 09:30 - 10:30 Via MS Teams

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.

The course material will be split over 2 webinars on consecutive days

11:00
Tableau Drop In Sessions (via Teams) new Finished 11:00 - 11:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

11:30
Tableau Drop In Sessions (via Teams) new Finished 11:30 - 12:00 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

Tuesday 17 October 2023

09:30
IN PERSON - Cognos Introduction Finished 09:30 - 12:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This is a classroom version of the Cognos Introduction held at Greenwich House - All delegates will need to bring a laptop (docking stations, monitors, external keyboard and mice will be available in the room)

Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15 minute walk and the Universal Bus stops on Madingley Road.

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.

Cannot make any dates? See the on-demand online version of the course. Completion of this course will count as Cognos attendance for the purpose of acceptance onto the above courses. You should ask your Key Contact to request Cognos access for you, prior to working through the on-demand material.

10:30

« Description not available »

15:00
Tableau Drop In Sessions (via Teams) new Finished 15:00 - 15:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

Wednesday 18 October 2023

11:00
Concur visitors - Department briefing workshop new Finished 11:00 - 12:45 Via MS Teams

This session is only for Finance Teams in the pilot departments, sessions will be available for other departments prior to the full rollout.

This session is intended for the staff in departments who will involved with setting up visitors and processing claims in Concur. It will explain the process of onboarding a visitor through to creation, submission and approval of the claims. There are many similarities with the staff expenses process in Concur but there are some key differences which will be highlighted during the session.

Thursday 19 October 2023

14:00

There are many benefits to working at Cambridge. In this session we will explore how to make the most of the discounts and resources you are entitled to and highlight the activities available to help you make the most of working here.

Friday 20 October 2023

09:30
Concur visitors - Department briefing workshop new Finished 09:30 - 11:15 Via MS Teams

This session is only for Finance Teams in the pilot departments, sessions will be available for other departments prior to the full rollout.

This session is intended for the staff in departments who will involved with setting up visitors and processing claims in Concur. It will explain the process of onboarding a visitor through to creation, submission and approval of the claims. There are many similarities with the staff expenses process in Concur but there are some key differences which will be highlighted during the session.

11:00
Tableau Drop In Sessions (via Teams) new Finished 11:00 - 11:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

11:30
Tableau Drop In Sessions (via Teams) new Finished 11:30 - 12:00 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

Tuesday 24 October 2023

10:30

« Description not available »

15:00
Tableau Drop In Sessions (via Teams) new Finished 15:00 - 15:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

Wednesday 25 October 2023

12:00
Concur – Acting as a Delegate new Finished 12:00 - 12:20 Via MS Teams

A short briefing on how to act as a delegate using the desktop SAP Concur client. This will cover:

  • Who may act as a delegate for others
  • The type of claims you may prepare for others
  • How to switch roles and enter information
  • The submission process

Thursday 26 October 2023

10:30

« Description not available »

Friday 27 October 2023

11:00
Tableau Drop In Sessions (via Teams) new Finished 11:00 - 11:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

11:30
Tableau Drop In Sessions (via Teams) new Finished 11:30 - 12:00 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

Tuesday 31 October 2023

10:30

« Description not available »

11:45
Finance Division - New Starters Welcome with David Hughes (Finance Division Staff only) new Finished 11:45 - 13:00 Greenwich House, Heidelberg Room

As a recent new starter to the Finance Division, we would like to invite you to attend a welcome session in Greenwich House with David Hughes. These sessions are an opportunity for you to meet with other members of staff who have recently joined Finance, as well as hearing from David and senior members of the team.

Please book onto a session below that suits your office working pattern best. We encourage you to attend in your first three months in the Finance Division but if you are unable to attend either of these dates, more dates will follow later in the year.

15:00
Tableau Drop In Sessions (via Teams) new Finished 15:00 - 15:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

Wednesday 1 November 2023

09:30
Virtual - GL 1: Getting Started in the General Ledger module (1 of 2) Finished 09:30 - 11:30 Via MS Teams

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.

It is run as two webinars with some pre-course reading

Webinar 1: For everyone

Webinar 2: Optional, if you are not going to be using journals it is not compulsory but may be of interest

If none of the dates are suitable then there are two on-demand packages which can be completed instead.

Chart of Accounts and Account Enquiry https://www.training.cam.ac.uk/fin/event/4716069

Journals https://www.training.cam.ac.uk/fin/event/4716067

11:45
Finance Division - New Starters Welcome with David Hughes (Finance Division Staff only) new Finished 11:45 - 13:00 Greenwich House, Heidelberg Room

As a recent new starter to the Finance Division, we would like to invite you to attend a welcome session in Greenwich House with David Hughes. These sessions are an opportunity for you to meet with other members of staff who have recently joined Finance, as well as hearing from David and senior members of the team.

Please book onto a session below that suits your office working pattern best. We encourage you to attend in your first three months in the Finance Division but if you are unable to attend either of these dates, more dates will follow later in the year.

Thursday 2 November 2023

09:30
Virtual - GL 1: Getting Started in the General Ledger module (2 of 2) Finished 09:30 - 11:00 Via MS Teams

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.

It is run as two webinars with some pre-course reading

Webinar 1: For everyone

Webinar 2: Optional, if you are not going to be using journals it is not compulsory but may be of interest

If none of the dates are suitable then there are two on-demand packages which can be completed instead.

Chart of Accounts and Account Enquiry https://www.training.cam.ac.uk/fin/event/4716069

Journals https://www.training.cam.ac.uk/fin/event/4716067

Cognos 1:1 Workshop (via Teams) new Finished 09:30 - 09:55 Via MS Teams

These sessions are designed for you to have time one on one with a member of the training team to look at issues you may be having with using Cognos. These sessions are designed to discuss issues such as setting up report views, scheduling, general navigation or which parameters to use in flexible reports. They are not designed to discuss issues with the output contained in the reports.

10:00
Cognos 1:1 Workshop (via Teams) new Finished 10:00 - 10:25 Via MS Teams

These sessions are designed for you to have time one on one with a member of the training team to look at issues you may be having with using Cognos. These sessions are designed to discuss issues such as setting up report views, scheduling, general navigation or which parameters to use in flexible reports. They are not designed to discuss issues with the output contained in the reports.

10:30
Cognos 1:1 Workshop (via Teams) new Finished 10:30 - 10:55 Via MS Teams

These sessions are designed for you to have time one on one with a member of the training team to look at issues you may be having with using Cognos. These sessions are designed to discuss issues such as setting up report views, scheduling, general navigation or which parameters to use in flexible reports. They are not designed to discuss issues with the output contained in the reports.

« Description not available »

11:00
Cognos 1:1 Workshop (via Teams) new Finished 11:00 - 11:25 Via MS Teams

These sessions are designed for you to have time one on one with a member of the training team to look at issues you may be having with using Cognos. These sessions are designed to discuss issues such as setting up report views, scheduling, general navigation or which parameters to use in flexible reports. They are not designed to discuss issues with the output contained in the reports.