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Finance Training

Finance Training course timetable

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Sat 6 Mar – Tue 15 Jun

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March 2021

Wed 10
Virtual - GL 1: Getting Started in the General Ledger module (1 of 2) Finished 09:30 - 11:00 Finance Division, At Participant's Desk

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.vle.cam.ac.uk/course/view.php?id=202072

Journals https://www.vle.cam.ac.uk/course/view.php?id=202131

Thu 11
Virtual - GL 1: Getting Started in the General Ledger module (2 of 2) Finished 09:30 - 11:00 Finance Division, At Participant's Desk

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.vle.cam.ac.uk/course/view.php?id=202072

Journals https://www.vle.cam.ac.uk/course/view.php?id=202131

Wed 17
Virtual - Cognos Introduction (1 of 2) Finished 10:00 - 11:30 Finance Division, At Participant's Desk

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.

If none of the dates are suitable then there is an on-demand version of the course https://www.vle.cam.ac.uk/course/view.php?id=202191. 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

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.

Thu 18
Virtual - Cognos Introduction (2 of 2) Finished 10:00 - 12:00 Finance Division, At Participant's Desk

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.

If none of the dates are suitable then there is an on-demand version of the course https://www.vle.cam.ac.uk/course/view.php?id=202191. 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

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.

Wed 24

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

The formulas covered in this course include SUMIF and COUNTIF which will allow the user to quickly summarise data.

Macros will enable the user to automate tasks within excel. During this session, we will use the example of needing to analyse, sort, split and send data to specific email contacts. Users will be introduced to a series of macros to reduce this process to a few simple steps.

The session will run on Teams and delegates must be able to access Excel during the session

April 2021

Tue 13
Virtual - GL 2: Reporting in the General Ledger (1 of 2) Finished 09:30 - 12:30 Finance Division, At Participant's Desk

This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds.

Wed 14
Virtual - Budgeting 1: Introduction to budgeting in the University Finished 09:30 - 12:00 Finance Division, At Participant's Desk

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.

Virtual - GL 2: Reporting in the General Ledger (2 of 2) Finished 09:30 - 10:30 Finance Division, At Participant's Desk

This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds.

Tue 20
Virtual - Grants Part 2: Grant reports in Cognos (1 of 2) Finished 10:00 - 11:30 Finance Division, At Participant's Desk

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.

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

Wed 21
Virtual - Grants Part 2: Grant reports in Cognos (2 of 2) Finished 10:00 - 11:30 Finance Division, At Participant's Desk

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.

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

Mon 26
Virtual - Cognos Introduction (1 of 2) [Places] 10:00 - 11:30 Finance Division, At Participant's Desk

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.

If none of the dates are suitable then there is an on-demand version of the course https://www.vle.cam.ac.uk/course/view.php?id=202191. 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

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.

Tue 27
Virtual - How to Excel - Part 1 & 2 (For Finance Staff) (1 of 2) [Full] 09:30 - 11:30 Finance Division, At Participant's Desk

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.

Virtual - Cognos Introduction (2 of 2) [Places] 10:00 - 12:00 Finance Division, At Participant's Desk

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.

If none of the dates are suitable then there is an on-demand version of the course https://www.vle.cam.ac.uk/course/view.php?id=202191. 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

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.

Wed 28
Virtual - How to Excel - Part 1 & 2 (For Finance Staff) (2 of 2) [Full] 09:30 - 11:30 Finance Division, At Participant's Desk

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.

Accountants' Annual Update new [Places] 15:00 - 16:30 Finance Division, At Participant's Desk

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

Qualified staff can use this towards their annual CPD.

This event will be held on Teams, the link be sent to you ahead of the event

May 2021

Wed 12
Virtual - Grants Part 3: Viewing Grants in CUFS (1 of 2) [Places] 10:00 - 12:00 Finance Division, At Participant's Desk

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

Thu 13
Virtual - Grants Part 3: Viewing Grants in CUFS (2 of 2) [Places] 10:00 - 11:30 Finance Division, At Participant's Desk

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

Tue 18
Virtual - GL 1: Getting Started in the General Ledger module (1 of 2) [Places] 09:30 - 11:00 Finance Division, At Participant's Desk

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.vle.cam.ac.uk/course/view.php?id=202072

Journals https://www.vle.cam.ac.uk/course/view.php?id=202131

Wed 19
Virtual - GL 1: Getting Started in the General Ledger module (2 of 2) [Places] 09:30 - 11:00 Finance Division, At Participant's Desk

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.vle.cam.ac.uk/course/view.php?id=202072

Journals https://www.vle.cam.ac.uk/course/view.php?id=202131

June 2021

Wed 2
Virtual - Budgeting 1: Introduction to budgeting in the University [Places] 09:30 - 12:00 Finance Division, At Participant's Desk

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.

Tue 8
Virtual - Cognos Introduction (1 of 2) [Places] 10:00 - 11:30 Finance Division, At Participant's Desk

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.

If none of the dates are suitable then there is an on-demand version of the course https://www.vle.cam.ac.uk/course/view.php?id=202191. 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

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.

Wed 9
Virtual - How to Excel - Part 1 & 2 (For Finance Staff) (1 of 2) [Places] 09:30 - 11:30 Finance Division, At Participant's Desk

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.

Virtual - Cognos Introduction (2 of 2) [Places] 10:00 - 12:00 Finance Division, At Participant's Desk

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.

If none of the dates are suitable then there is an on-demand version of the course https://www.vle.cam.ac.uk/course/view.php?id=202191. 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

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.

Thu 10
Virtual - How to Excel - Part 1 & 2 (For Finance Staff) (2 of 2) [Places] 09:30 - 11:30 Finance Division, At Participant's Desk

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.

Tue 15
Virtual - Grants Part 2: Grant reports in Cognos (1 of 2) [Places] 10:00 - 11:30 Finance Division, At Participant's Desk

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.

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