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Finance Training

Finance Training course timetable

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Wed 8 Apr – Wed 6 May

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Thursday 9 April

15:00
Finance Division Inductions - Benefits, Training & Development CANCELLED 15:00 - 16:00 Greenwich House, Heidelberg Room

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 April

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.

Wednesday 15 April

09:30
AAT Level 3 Diploma in Accounting 2019-20 charged (16 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

Thursday 16 April

09:00
Finance Division Taster Sessions - Credit Control CANCELLED 09:00 - 13:00 Finance Division, At Participant's Desk

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.

Finance Division Taster Sessions - Treasury & Investments (Treasury) CANCELLED 09:00 - 12:00 Finance Division, At Participant's Desk

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.

Tuesday 21 April

09:15
Finance Division Taster Sessions - Accounts Payable & Cashier CANCELLED 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
iProcurement Part 1: Getting Started in iProcurement (1 of 2) CANCELLED 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This course teaches users how to request goods/services required for their role using the UFS iProcurement module.

Booking onto this course can only be done through your department Key contact

Speak to your key contact if you need access to iProcurement in UFS

  • They will discuss whether online or classroom course is most appropriate for you
  • They will confirm the level of access which you will require
  • The course booking request will be made by them via the UFS responsibility access form

Once this request has been submitted by your Key Contact, you should receive an email within 1-2 working days with either:

  • your allocated training username and passphrase (for online courses) or
  • your joining instructions (classroom courses).
13:45
iProcurement Part 1: Getting Started in iProcurement (2 of 2) CANCELLED 13:45 - 15:45 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This course teaches users how to request goods/services required for their role using the UFS iProcurement module.

Booking onto this course can only be done through your department Key contact

Speak to your key contact if you need access to iProcurement in UFS

  • They will discuss whether online or classroom course is most appropriate for you
  • They will confirm the level of access which you will require
  • The course booking request will be made by them via the UFS responsibility access form

Once this request has been submitted by your Key Contact, you should receive an email within 1-2 working days with either:

  • your allocated training username and passphrase (for online courses) or
  • your joining instructions (classroom courses).
14:00
Finance Division Taster Sessions - Financial Systems Group (FSG) CANCELLED 14:00 - 16:00 Finance Division, Greenwich House, Room F40

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.

Wednesday 22 April

09:15
Finance Division Taster Sessions - Helpdesk & Cash Management CANCELLED 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
AAT Level 3 Diploma in Accounting 2019-20 charged (17 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
14:00
Cognos Introduction CANCELLED 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.

Thursday 23 April

09:00
AAT Level 2 Certificate in Bookkeeping 2019-20 - Day Release charged (1 of 6) Not bookable 09:00 - 16:30 First Intuition

The AAT Foundation Certificate in Bookkeeping is the starting point for studying the AAT qualfiication.

It is a short qualification which will help you to develop essential bookkeeping skills. Once completed, you will have an understanding of basic accounting practices and techniques including double-entry bookkeeping. It can be treated as a stand alone qualifcation or used as a stepping stone to further AAT study at Level 3.

Once you have registered here you will need to complete the application form at the back of the briefing pack. These packs will be made available on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme

09:30
Grants Part 3: Viewing Grants in CUFS CANCELLED 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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.

13:30
Budgeting part 1: Introduction to budgeting in the University CANCELLED 13:30 - 16:30 Greenwich House, Heidelberg Room

This session covers the theory and practice of budgeting in the University, how to interpret department budget reports and understand the causes of overspends (and underspends) against budgets. The course refers closely to Chapter 3 of the Financial Procedures Manual

Note: This session does not cover the detailed budgeting and rules relating to individual research grants.

Friday 24 April

14:00
Finance Division Taster Sessions - Pensions new CANCELLED 14:00 - 17:00 Finance Division, At Participant's Desk

An opportunity to meet the staff of the pensions office and gain an insight into their day-to-day work.

Tuesday 28 April

09:30
AR Part 2: Adjustments and set up in Accounts Receivable CANCELLED 09:30 - 12:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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.

14:30
Cognos Refresher Training CANCELLED 14:30 - 16:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

Have you previously attended Cognos training but not used the reporting tool since and would like to start using the tool again? If so then this course will enable you to get re-acquainted with Cognos..

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:

  • Grants Part 2: Grant reports in Cognos
  • General Ledger Reporting

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.

Wednesday 29 April

09:30
AAT Level 3 Diploma in Accounting 2019-20 charged (18 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

Thursday 30 April

09:00
AAT Level 2 Certificate in Bookkeeping 2019-20 - Day Release charged (2 of 6) Not bookable 09:00 - 16:30 First Intuition

The AAT Foundation Certificate in Bookkeeping is the starting point for studying the AAT qualfiication.

It is a short qualification which will help you to develop essential bookkeeping skills. Once completed, you will have an understanding of basic accounting practices and techniques including double-entry bookkeeping. It can be treated as a stand alone qualifcation or used as a stepping stone to further AAT study at Level 3.

Once you have registered here you will need to complete the application form at the back of the briefing pack. These packs will be made available on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme

09:30
How to Excel - Part 1 & 2 (For Finance Staff) (1 of 2) CANCELLED 09:30 - 12:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This course will enable the participants to practice existing spreadsheet skills and develop more advanced skills within the context of UFS data. There will be the opportunity to extract data from the system and learn to manipulate, analyse and use it for reporting purposes. The course runs over two sessions and participants will need to attend both of these sessions.

13:00
Grants Part 4: Administration of Grants in CUFS CANCELLED 13:00 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This course covers the day to day and month end transactions that need to be completed using a variety of tools in CUFS.

Monday 4 May

09:30
AAT Level 4 Professional Diploma in Accounting 2019-20 charged (14 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

Wednesday 6 May

10:00
Welcome to Key Travel CANCELLED 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.

14:30
Grants and Indirect Costs Seminar CANCELLED 14:30 - 16:00 Greenwich House, Heidelberg Room

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