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Finance Training

Finance Training course timetable

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Sat 18 Jan – Tue 11 Feb

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[ No events on Sat 18 Jan ]

Tuesday 21 January

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
GL Part 2: Reporting in the General Ledger Finished 09:30 - 16:30 Finance Division, 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.

Finance Division Taster Sessions - Shared Services CANCELLED 09:30 - 12:00 Finance Division, At Participant's Desk

An opportunity to gain an insight into the work of the Shared Services Finance team and to understand and have an appreciation of the interrelationships with other areas and the demands and challenges faced.

Wednesday 22 January

09:15
Finance Division Taster Sessions - Helpdesk & Cash Management Finished 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.

Thursday 23 January

09:30
How to Excel - Part 3 (For Finance Staff) Finished 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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

The formulas covered in this course include SUMIF, COUNTIF and INDEX MATCH which will enable 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.

13:00
Finance Division Inductions - Welcome Lunch new Finished 13:00 - 14:00 Greenwich House, Kyoto Room

An informal welcome lunch for new Finance Division employees. Hosted by David Hughes (Director of Finance) and other senior managers this provides an opportunity to mingle and get to know other new starters and meet key people within the Division.

A buffet lunch will be provided, please could you let us know in advance any dietary restrictions.

Friday 24 January

09:30
AAT Level 4 Professional Diploma in Accounting 2019-20 charged (7 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

13:30
iProcurement Part 2: Month End processes in the Buyers Work Centre (1 of 2) Finished 13:30 - 15:30 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.

15:30
iProcurement Part 2: Month End processes in the Buyers Work Centre (2 of 2) Finished 15:30 - 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.

Tuesday 28 January

09:30
AR Part 2: Adjustments and set up in Accounts Receivable Finished 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.

14:00
Cognos Introduction (Formerly Getting Started in Cognos) Finished 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.

Wednesday 29 January

09:30
Budgeting part 2: Creating and monitoring budgets in CUFS and Cognos Finished 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 Budgeting 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.

12:30
Finance Division Knowledge Bites - 2018/19 finance review Finished 12:30 - 13:15 Greenwich House, Cairo Room

Please note, this session has now been moved 30 mins earlier, now beginning at 12:30

David Hughes will be delivering a review of the 2019 Financial Statements for anyone interested. It will be an opportunity to get an overview of the results for the year following the year-end audit.

Finance Division staff only

Friday 31 January

09:30
AAT Level 4 Professional Diploma in Accounting 2019-20 charged (8 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

10:00
Grants and Indirect Costs at Cambridge Finished 10:00 - 11:30 Greenwich House, Heidelberg Room

A high level overview of indirect costs in relation to Research Grants here at Cambridge, where we discuss some of the reasons why this area is commonly misunderstood.

Tuesday 4 February

13:00
How to Excel - Part 1 & 2 (For Finance Staff) (1 of 2) Finished 13:00 - 16:00 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.

Finance Division Knowledge Bites - 2018/19 finance review Finished 13:00 - 13:45 8 Mill Lane, Lecture Room 6

David Hughes will be delivering a review of the 2019 Financial Statements for anyone interested. It will be an opportunity to get an overview of the results for the year following the year end audit.

This session is open to all finance staff in the University

Wednesday 5 February

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

Friday 7 February

09:30
AAT Level 4 Professional Diploma in Accounting 2019-20 charged (9 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

Monday 10 February

09:30
AAT Level 3 Diploma in Accounting 2019-20 charged (11 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
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.

Tuesday 11 February

09:30
Grants Part 3: Viewing Grants in CUFS Finished 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
How to Excel - Part 1 & 2 (For Finance Staff) (2 of 2) Finished 13:30 - 16:30 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.

14:00
Finance Division Inductions - Benefits, Training & Development Finished 14:00 - 15:00 Greenwich House, Minsk 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.