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Finance Training

Finance Training course timetable

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Thu 22 Apr – Thu 24 Jun

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April 2021

Tue 27
Virtual - How to Excel - Part 1 & 2 (For Finance Staff) (1 of 2) Finished 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 (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.

Wed 28
Virtual - How to Excel - Part 1 & 2 (For Finance Staff) (2 of 2) Finished 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 Finished 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

https://teams.microsoft.com/l/meetup-join/19%3ameeting_OGE4NDBmNDEtNDE0Yi00YmVmLWIyNWQtY2E5MDMwZDU3YzA0%40thread.v2/0?context=%7b%22Tid%22%3a%2249a50445-bdfa-4b79-ade3-547b4f3986e9%22%2c%22Oid%22%3a%2291f9bdfd-26d7-4bc4-9cc9-987a35aa1620%22%2c%22IsBroadcastMeeting%22%3atrue%7d&btype=a&role=a

Thu 29
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.

May 2021

Wed 5
Off payroll worker update - May 2021 new Finished 14:00 - 15:00

The off-payroll working rules have been in place since 2000 to ensure fairness between individuals who work in a similar way. They are designed to make sure that an individual who works like an employee, but through their own limited company, pays broadly the same Income Tax and National Insurance contributions as other employees. In April 2021 the rules have been amended and this brief update session will explain the changes and the impact on departments. Note - this session is an update and will not cover the basics of the off-payroll worker legislation, there will be sessions later in the year for this

Wed 12
Virtual - Grants Part 3: Viewing Grants in CUFS (1 of 2) Finished 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) Finished 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) 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

Coaching Session: Virtual - Cognos Introduction Finished 10:00 - 11:00 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 19
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

June 2021

Wed 2
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.

Tue 8
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.

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.

Cannot make any dates? See the on-demand online version of the course. 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.

Wed 9
Virtual - How to Excel - Part 1 & 2 (For Finance Staff) (1 of 2) Finished 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) 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.

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.

Cannot make any dates? See the on-demand online version of the course. 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.

Thu 10
Virtual - How to Excel - Part 1 & 2 (For Finance Staff) (2 of 2) Finished 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) 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 16
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

Thu 17

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

Mon 21
Year-end webinar 2021: School of Biological Sciences new Finished 11:00 - 12:00 Finance Division, At Participant's Desk

The year end seminars this year will be run on a school basis. There will be a short presentation from the Finance Division team and then a session for school specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager

Tue 22
Virtual - GL 2: Reporting in the General Ledger (1 of 2) POSTPONED 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.

Year-end webinar 2021: School of Technology and Physical Sciences new Finished 10:30 - 11:30 Finance Division, At Participant's Desk

The year end seminars this year will be run on a school basis. There will be a short presentation from the Finance Division team and then a session for school specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager

The session will be followed by the accounts forum

Wed 23
Year-end webinar 2021: School of Arts and Humanities new Finished 11:00 - 12:30 Finance Division, At Participant's Desk

The year end seminars this year will be run on a school basis. There will be a short presentation from the Finance Division team and then a session for school specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager

The session will be followed by the accounts forum

Thu 24
Virtual - GL 2: Reporting in the General Ledger (2 of 2) POSTPONED 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.

Year-end webinar 2021: Non Schools/UAS/General new Finished 11:00 - 12:00 Finance Division, At Participant's Desk

This event is for accounts staff from the UAS and non-schools institutions.

There will be a short presentation from the Finance Division team and then a session for institution specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager