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Finance Training

Finance Training course timetable

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Fri 24 Nov – Thu 11 Jan 2018

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Wednesday 29 November 2017

09:30
How to Excel new (1 of 2) [Places] 09:30 - 13:00 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

Topics covered:

  • Extracting data from CUFS and COGNOS
  • Basic formatting
  • Basic formulas
  • Navigating large spreadsheets
  • Advanced formulas
  • Conditional formatting
  • Data validation
  • Protecting cells and sheets
  • Lookup function
  • Pivot tables
  • Charts and graphs
  • Using data in other documents

Thursday 30 November 2017

09:30
Grants Part 4: Administration of Grants in CUFS [Places] 09:30 - 13:00 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.

Tuesday 5 December 2017

09:30
iProcurement Part 1: Getting Started in iProcurement (1 of 2) [Places] 09:30 - 13:00 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 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.

14:00
Off Payroll Worker Briefing Sessions new [Places] 14:00 - 15:30 Greenwich House, Cairo Room

From 6 April 2017 new rules will apply to payments made to limited companies largely controlled by a single individual where they provide services to the University, or agencies providing such resource to the University. The Finance Division is holding a number of seminars to explain procedures and guidelines that they are implementing to help departments manage this risk.

Wednesday 6 December 2017

09:00

To provide an opportunity for someone from elsewhere in Fin Ops to spend half a day in the Shared Services and Staff Bureau to get an overview and appreciation of what they do.

09:30
How to Excel new (2 of 2) [Places] 09:30 - 13:00 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

Topics covered:

  • Extracting data from CUFS and COGNOS
  • Basic formatting
  • Basic formulas
  • Navigating large spreadsheets
  • Advanced formulas
  • Conditional formatting
  • Data validation
  • Protecting cells and sheets
  • Lookup function
  • Pivot tables
  • Charts and graphs
  • Using data in other documents
14:30
Cognos: Refresher training [Places] 14:30 - 16:00 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 COGNOS Reporting
  • 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.

Tuesday 12 December 2017

09:15

To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of what they do.

09:30
AAT Level 3 Diploma in Accounting 2017-18 new charged (11 of 25) Not bookable 09:30 - 12:30 Greenwich House, Ferrara Room (IT Training Room)


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

Wednesday 13 December 2017

09:15

To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of the function of the Helpdesk and Cashier.

09:30
How to Excel new (1 of 2) [Full] 09:30 - 13:00 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

Topics covered:

  • Extracting data from CUFS and COGNOS
  • Basic formatting
  • Basic formulas
  • Navigating large spreadsheets
  • Advanced formulas
  • Conditional formatting
  • Data validation
  • Protecting cells and sheets
  • Lookup function
  • Pivot tables
  • Charts and graphs
  • Using data in other documents
13:30
VAT for the ROO and Research Accounting new [Full] 13:30 - 15:30 Greenwich House, Cairo Room

A bespoke session to provide an overview and guidance on 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

Thursday 14 December 2017

09:00

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.

09:30
First Steps in Procurement 2017 new charged (1 of 6) [Places] 09:30 - 16:30 Greenwich House, Heidelberg Room

This course has been specifically designed by the Training team for the University. It is aligned with the old level 2 course that was offered by the Chartered Institute of Procurement & Supply (CIPS) and is structured to cover the same introductory concepts and techniques.

All participants will be required to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualification/cips/first-steps-procurement

Grants Part 3: Viewing Grants in CUFS [Places] 09:30 - 13:00 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.

Wednesday 20 December 2017

09:30
How to Excel new (2 of 2) [Full] 09:30 - 13:00 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

Topics covered:

  • Extracting data from CUFS and COGNOS
  • Basic formatting
  • Basic formulas
  • Navigating large spreadsheets
  • Advanced formulas
  • Conditional formatting
  • Data validation
  • Protecting cells and sheets
  • Lookup function
  • Pivot tables
  • Charts and graphs
  • Using data in other documents

Thursday 21 December 2017

09:30
First Steps in Procurement 2017 new charged (2 of 6) [Places] 09:30 - 16:30 Greenwich House, Heidelberg Room

This course has been specifically designed by the Training team for the University. It is aligned with the old level 2 course that was offered by the Chartered Institute of Procurement & Supply (CIPS) and is structured to cover the same introductory concepts and techniques.

All participants will be required to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualification/cips/first-steps-procurement

Tuesday 9 January 2018

09:30
AAT Level 3 Diploma in Accounting 2017-18 new charged (12 of 25) Not bookable 09:30 - 16:30 Greenwich House, Heidelberg Room


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
iProcurement Part 1: Getting Started in iProcurement (1 of 2) [Places] 09:30 - 13:00 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 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 10 January 2018

10:00
VAT for the ROO and Research Accounting new [Full] 10:00 - 12:00 Greenwich House, Cairo Room

A bespoke session to provide an overview and guidance on 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
13:30
AR Part 2: Adjustments and Set Up in Accounts Receivable [Places] 13:30 - 16:30 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.

Thursday 11 January 2018

09:30
First Steps in Procurement 2017 new charged (3 of 6) [Places] 09:30 - 16:30 Greenwich House, Edmonton Room

This course has been specifically designed by the Training team for the University. It is aligned with the old level 2 course that was offered by the Chartered Institute of Procurement & Supply (CIPS) and is structured to cover the same introductory concepts and techniques.

All participants will be required to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualification/cips/first-steps-procurement

GL Part 1: Getting Started in the General Ledger module [Places] 09:30 - 12:30 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.