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Finance Training

Finance Training course timetable

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Mon 17 Dec – Thu 17 Jan 2019

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Tuesday 18 December 2018

09:15
Finance Division Taster Sessions - Accounts Payable & Cashier Not bookable 09:15 - 12:15 To be confirmed

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
Managing the Budget - Part 1 new CANCELLED 09:30 - 12:30 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.

Grants Part 4: Administration of Grants in CUFS Not bookable 09:30 - 13:00 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.

14:00
iProcurement Part 2: Month End processes in the Buyers Work Centre (1 of 2) CANCELLED 14:00 - 16:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This course covers the various month-end processes that need to be completed within the iProcurement module.

16:00
iProcurement Part 2: Month End processes in the Buyers Work Centre (2 of 2) CANCELLED 16:00 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This course covers the various month-end processes that need to be completed within the iProcurement module.

Wednesday 19 December 2018

09:15
Finance Division Taster Sessions - Helpdesk & Cash Management Not bookable 09:15 - 12:00 To be confirmed

An opportunity for others within the Finance Division to spend some time with the Accounting Services Team to gain an overview of the function of the Helpdesk and the Cash Management function.

Monday 7 January 2019

13:15

As part of a wider programme of work within UIS to update the University IT infrastructure, a project is underway to move all of UAS from Microsoft Outlook to Microsoft Exchange Online. The Finance Division migration will take place on the evening of Monday 21st January. All staff are encouraged to attend to hear about the preparatory work needed to ensure this change over goes as smoothly as possible. This session supports the wider communications that will start on 2nd January to prepare for this change.

Tuesday 8 January 2019

09:30
AAT Level 3 Diploma in Accounting 2018-19 new charged (12 of 26) 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
AAT Level 4 Professional Diploma in Accounting 2018-19 charged (8 of 24) 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 9 January 2019

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.

14:30
AAT Alumni new [Places] 14:30 - 16:00 Greenwich House, Heidelberg Room

Across the university and assoicated bodies we have many members of staff who have previously studied AAT or are currently studying. We have set up an alumni group specifically for these AAT qualified/part qualified staff as a way to maintain the connection and to support their continued development

Using spreadsheets

Each day we are faced with managing and using increasingly large and complex spreadsheets. This session will explore some of the tools and techniques which can be used to simplify streamline repeated processes. This will include, but not be limited to, inbuilt formatting, sorting, filtering and simple macros. There will be opportunity to ask questions and participate in group discussion to share ideas.

Thursday 10 January 2019

09:30
Managing the Budget - Part 2 new [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 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.

10:00

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.

12:15

As part of a wider programme of work within UIS to update the University IT infrastructure, a project is underway to move all of UAS from Microsoft Outlook to Microsoft Exchange Online. The Finance Division migration will take place on the evening of Monday 21st January. All staff are encouraged to attend to hear about the preparatory work needed to ensure this change over goes as smoothly as possible. This session supports the wider communications that will start on 2nd January to prepare for this change.

Friday 11 January 2019

15:00
Finance Division Inductions - Training & Development new [Places] 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 14 January 2019

13:15

As part of a wider programme of work within UIS to update the University IT infrastructure, a project is underway to move all of UAS from Microsoft Outlook to Microsoft Exchange Online. The Finance Division migration will take place on the evening of Monday 21st January. All staff are encouraged to attend to hear about the preparatory work needed to ensure this change over goes as smoothly as possible. This session supports the wider communications that will start on 2nd January to prepare for this change.

Tuesday 15 January 2019

09:30
AAT Level 3 Diploma in Accounting 2018-19 new charged (13 of 26) 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
AAT Level 4 Professional Diploma in Accounting 2018-19 charged (9 of 24) 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

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.

13:00

To provide an opportunity for someone from elsewhere in Finance Division to spend some time with the Financial Systems Group to get an overview and appreciation of what they do.

13:15
An introduction to programming in R new [Places] 13:15 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This course aims to give you a brief introduction to R. During the half day session, we will use a practical based approach to give you the confidence to start using R to improve your work. In particular you will learn how to write your own scripts and use pre-written functions. We will also explore the ways in which you can further your knowledge of R after the course.

Wednesday 16 January 2019

09:30
Grants Part 2: Grant reports in Cognos [Places] 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This course will concentrate on how to use the Cognos reporting tool to help manage departmental research grants. These reports can be divided into three main categories:

  • Summary financial information for Projects
  • Detailed expenditure analysis
  • Management reports for Grants due to close

In this course we will not access the Grants module in CUFS.

Thursday 17 January 2019

12:15

As part of a wider programme of work within UIS to update the University IT infrastructure, a project is underway to move all of UAS from Microsoft Outlook to Microsoft Exchange Online. The Finance Division migration will take place on the evening of Monday 21st January. All staff are encouraged to attend to hear about the preparatory work needed to ensure this change over goes as smoothly as possible. This session supports the wider communications that will start on 2nd January to prepare for this change.

13:00
How to Excel - Part 3 (For Finance Staff) new [Places] 13:00 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This session is only open to staff who have attended the How to Excel course previously.

Places will be awarded on a first come, first served basis.

The session will look at more advanced formulas and macros using the recorder and VBA tools.