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Finance Training

Finance Training course timetable

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Thu 14 Sep – Thu 12 Oct

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Thursday 14 September

09:30
AAT Level 4 Professional Diploma in Accounting 2017-18 charged (2 of 8) Not bookable 09:30 - 16:30

AAT Level 4, Professional Diploma in accounting.

Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed

13:30
GL Part 1: Getting Started in the General Ledger module Finished 13:30 - 16:30 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.

Tuesday 19 September

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 (2 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
Grants Part 2: Grant reports in COGNOS Finished 09:30 - 13:00 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.

Wednesday 20 September

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
AP Part 2: Matching, Amending and Foreign Invoices in Accounts Payable Finished 09:30 - 16:15 Greenwich House, Ferrara Room (IT Training Room)

This course builds on the knowledge gained in AP Part 1. The delegates will learn how to match invoices to purchase orders, add in freight charges and process invoices from other departments. The course also covers international payments including accounting for VAT and foreign currencies. Delegates will also learn more about month end procedures and AP Reports.

Thursday 21 September

09:30
AAT Level 4 Professional Diploma in Accounting 2017-18 charged (3 of 8) Not bookable 09:30 - 16:30

AAT Level 4, Professional Diploma in accounting.

Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed

GL Part 2: Reporting in the General Ledger (1 of 2) Finished 09:30 - 12:30 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.

13:30
GL Part 2: Reporting in the General Ledger (2 of 2) Finished 13:30 - 16:00 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 22 September

09:00

To provide an opportunity for someone from elsewhere in Fin 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 offering two sessions, one on Treasury and one on Investments. Ideally the Treasury session should be attended before this one (Investments) however this is not a pre-requisite.

Tuesday 26 September

09:30
AAT Level 3 Diploma in Accounting 2017-18 new charged (3 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

Wednesday 27 September

13:30
Accountants' Update CPD session Finished 13:30 - 15:00 8 Mill Lane, Lecture Room 2

Back by popular demand

We have decided to add an extra CPD session this year. There have been a number of requests for an additional session with a University specific focus and so Spencer Moore (Acting Head of Tax/International and Corporate Tax Manager) will be covering some of the tax issues that we need to be aware of.

Qualified staff can use this towards their annual CPD.

Thursday 28 September

09:00

To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Central and Research Accounting Team to get an overview and appreciation of what they do including Fixed Assets, Fee Collection, Property Accounting, Trust Funds and Research Accounting.

09:30
AAT Level 4 Professional Diploma in Accounting 2017-18 charged (4 of 8) Not bookable 09:30 - 16:30

AAT Level 4, Professional Diploma in accounting.

Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed

Friday 29 September

10:00

To provide an opportunity for someone from elsewhere in Finance Division to spend a half day in the Payroll Team to get an overview and appreciation of what they do.

Tuesday 3 October

09:30
AAT Level 3 Diploma in Accounting 2017-18 new charged (4 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

Tuesday 10 October

09:30
AAT Level 3 Diploma in Accounting 2017-18 new charged (5 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
Grants Part 3: Viewing Grants in CUFS Finished 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 11 October

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 (1 of 2) Finished 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
AAT Alumni new POSTPONED 13:30 - 15:00 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

Cyber security

Protecting the University’s assets, intellectual property and information against cyber security threats is a complex, evolving task. Cyber attacks can result in data loss, reputational damage, fines and other types of financial loss. To help protect the University against these risks, University Information Services (UIS) is overseeing a major programme to improve cyber security levels across the University

Kieren Lovell from UIS will be coming to speak about how we manage our security in the University and what steps we can take to protect ourselves.

Thursday 12 October

09:30
iProcurement Part 1: Getting Started in iProcurement (1 of 2) Finished 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.

10:00
Procurement at University new Finished 10:00 - 11:00

A presentation by the University's Procurement Services Team, held on site in Room 3.37 at the Wellcome Trust / MRC Building.

13:45
iProcurement Part 1: Getting Started in iProcurement (2 of 2) Finished 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.