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Finance Training

Finance Training course timetable

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Wed 26 Feb – Mon 23 Mar

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Friday 28 February

09:30
AAT Level 4 Professional Diploma in Accounting 2019-20 charged (12 of 17) Not bookable 09:30 - 16:30 First Intuition

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

Tuesday 3 March

09:30
iProcurement Part 1: Getting Started in iProcurement (1 of 2) [Places] 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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.

13:45
iProcurement Part 1: Getting Started in iProcurement (2 of 2) [Places] 13:45 - 15:45 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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 4 March

10:00
Welcome to Key Travel [Places] 10:00 - 11:00

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.

14:00
Cognos Introduction [Places] 14:00 - 16:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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.

Monday 9 March

09:30
Tableau for Viewers - Research [Places] 09:30 - 11:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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.

Finance Transformation Programme - Discovery Phase feedback sessions new [Full] 09:30 - 10:45 17 Mill Lane, Seminar Room B

The Finance Transformation Programme’s Discovery Phase ended in December and we are now in a position to share the findings with you.

The Discovery Phase was designed to help us understand how Finance operates and to guide on how we can transform processes and systems to better support the University.

We’d like to thank everyone who participated and are delighted to now share the findings during these meetings, where we will also outline next steps. This will include establishing a number of work streams during the next few months to evaluate best practice and take this work forward.

We are also keen to answer your questions, therefore please submit any you might have via the FTP email address in advance: ftprogramme@admin.cam.ac.uk or there will be an opportunity for Q&A during the session.

14:00
Finance Division Taster Sessions - Greenwich House Operational Support Team (GHOST) CANCELLED 14:00 - 15:00 Finance Division, At Participant's Desk

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 10 March

09:30
GL Part 1: Getting Started in the General Ledger module [Places] 09:30 - 12:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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.

14:00
VAT & Research POSTPONED 14:00 - 16:00 Greenwich House, Heidelberg Room

This session provides you with a simple overview of the basics and how VAT applies to Research Grants including;

  • How to establish the correct VAT rate to attribute to an award when it is set up in CUFS
  • Why it is so important
  • How the VAT rate attributed affects expenditure subsequently coded to the grant

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

Wednesday 11 March

10:00
Finance Division Taster Sessions - Reporting CANCELLED 10:00 - 12:00 Greenwich House, Heidelberg Room

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.

Friday 13 March

13:00
Finance Division Knowledge Bites - Sports Service new [Places] 13:00 - 13:45 Greenwich House, Cairo Room

Don’t miss an opportunity to find out the truth behind your pina colada! The University Sports service is on hand to deliver a fun and interactive quiz about the calories behind the food we eat. We will also have all the information about the facilities available for staff to use and a few freebies!

Monday 16 March

09:30
AAT Level 3 Diploma in Accounting 2019-20 charged (13 of 24) Not bookable 09:30 - 16:30 First Intuition


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
10:00
Finance Division Taster Sessions - Central & Research Accounting [Full] 10:00 - 11:00 Greenwich House, Heidelberg Room

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

Tuesday 17 March

09:15
Finance Division Taster Sessions - Accounts Payable & Cashier [Full] 09:15 - 12:15 Finance Division, At Participant's Desk

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
Budgeting part 2: Creating and monitoring budgets in CUFS and Cognos [Places] 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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.

Finance Division Taster Sessions - Shared Services Not bookable 09:30 - 12:00 Finance Division, At Participant's Desk

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.

14:00
Accountants' Annual Update [Places] 14:00 - 16:00 8 Mill Lane, Lecture Room 4

Our external auditors PricewaterhouseCoopers will be coming in to give an update on accounting issues and developments that are relevant to the University Group.

Qualified staff can use this towards their annual CPD.

Wednesday 18 March

09:15
Finance Division Taster Sessions - Helpdesk & Cash Management [Full] 09:15 - 12:00 Finance Division, At Participant's Desk

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
Finance Division Taster Sessions - Property Accounting Services (PAS) [Places] 09:30 - 12:30 Finance Division, At Participant's Desk

To provide an introduction to the Property Accounting Services team and the activities undertaken in the Section

10:00
VAT & the University [Full] 10:00 - 12:00 Institute of Criminology, Room B3

This session provides you with a simple overview of the basics and how VAT applies to the University.

Thursday 19 March

09:30
GL Part 2: Reporting in the General Ledger [Places] 09:30 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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.

Friday 20 March

09:30
Tableau for Explorers - Research [Places] 09:30 - 12:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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 23 March

13:00
Finance Division Knowledge Bites - Expenses Management System new [Places] 13:00 - 13:45 Greenwich House, Cairo Room

An update on the Expenses Management System project - to take a look a the proposed system and ask questions.