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Finance Training

Finance Training course timetable

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Sat 24 Feb – Tue 20 Mar

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Monday 26 February

09:00

To provide an opportunity for someone from elsewhere in Finance 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 ofering two sessions, one on Treasury and one on Investments. Ideally participants should attend this one (Treasury) before attending the Investments session however this is not a pre-requisite.

10:00

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

Tuesday 27 February

09:30
AAT Level 3 Diploma in Accounting 2017-18 new charged (17 of 25) Not bookable 09:30 - 12:30 Greenwich House, Ferrara Room (IT Training 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

Thursday 1 March

09:30
AAT Level 4 Professional Diploma in Accounting 2017-18 charged (16 of 37) 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

AAT Level 2 Certificate in Bookkeeping 2017-18 - Day Release charged (3 of 10) Not bookable 09:30 - 16:30 Greenwich House, Heidelberg Room

The AAT Foundation Certificate in Bookkeeping is the starting point for studying the AAT qualfiication.

It is a short qualification which will help you to develop essential bookkeeping skills. Once completed, you will have an understanding of basic accounting practices and techniques including double-entry bookkeeping. It can be treated as a stand alone qualifcation or used as a stepping stone to further AAT study at Level 3.

Once you have registered here you will need to complete the application form at the back of the briefing pack. These packs are available on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme

Tuesday 6 March

09:30
AAT Level 4 Professional Diploma in Accounting 2017-18 charged (17 of 37) 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

Managing the Budget new [Places] 09:30 - 12:30 Cambridge University Library, Training Room

This session is for University of Cambridge Library staff only

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.

14:30
Getting Started in COGNOS [Places] 14:30 - 16:30 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 master class is designed to get existing CUFS users going with the reporting tool. It covers everything from running a report successfully as well as a number of useful tips and shortcuts.

Note: What it does not do is go through in detail the outputs of each individual report. Less experienced users of the Grants and/or General Ledger modules in CUFS are recommended to attend instead one of the following courses:

  • Grants Part 2 COGNOS Reporting
  • General Ledger Reporting

These two courses not only cover the mechanics of running the reports but also more advice on how to interpret and use the information as well as discussion about when to use which report.

Wednesday 7 March

09:30
How to Excel new (1 of 2) [Places] 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

Thursday 8 March

09:30
AAT Level 2 Certificate in Bookkeeping 2017-18 - Day Release charged (4 of 10) Not bookable 09:30 - 16:30 Greenwich House, Heidelberg Room

The AAT Foundation Certificate in Bookkeeping is the starting point for studying the AAT qualfiication.

It is a short qualification which will help you to develop essential bookkeeping skills. Once completed, you will have an understanding of basic accounting practices and techniques including double-entry bookkeeping. It can be treated as a stand alone qualifcation or used as a stepping stone to further AAT study at Level 3.

Once you have registered here you will need to complete the application form at the back of the briefing pack. These packs are available on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme

iProcurement Part 1: Getting Started in iProcurement (1 of 2) Not bookable 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.

13:45
iProcurement Part 1: Getting Started in iProcurement (2 of 2) Not bookable 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.

Tuesday 13 March

09:30
AAT Level 4 Professional Diploma in Accounting 2017-18 charged (18 of 37) 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 1: Getting Started in the General Ledger module [Places] 09:30 - 12:30 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.

13:30
VAT for the ROO and Research Accounting new [Full] 13:30 - 15:30 Greenwich House, Cairo Room

A bespoke session to provide an overview and guidance on how VAT applies to Research Grants. Including:

  • How to establish the correct VAT rate to attribute to an award when it is set up in CUFS
  • Why it is so important
  • How the VAT rate attributed affects expenditure subsequently coded to the grant
14:00
iProcurement Part 2: Month End processes in the Buyers Work Centre (1 of 2) [Places] 14:00 - 16:00 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) [Places] 16:00 - 16:30 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 14 March

09:30
How to Excel new (2 of 2) [Places] 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

Thursday 15 March

09:30
AAT Level 2 Certificate in Bookkeeping 2017-18 - Day Release charged (5 of 10) Not bookable 09:30 - 12:30 Greenwich House, Ferrara Room (IT Training Room)

The AAT Foundation Certificate in Bookkeeping is the starting point for studying the AAT qualfiication.

It is a short qualification which will help you to develop essential bookkeeping skills. Once completed, you will have an understanding of basic accounting practices and techniques including double-entry bookkeeping. It can be treated as a stand alone qualifcation or used as a stepping stone to further AAT study at Level 3.

Once you have registered here you will need to complete the application form at the back of the briefing pack. These packs are available on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme

14:30
Off Payroll Worker Briefing Sessions new [Places] 14:30 - 16:00 To be confirmed

From 6 April 2017 new rules will apply to payments made to limited companies largely controlled by a single individual where they provide services to the University, or agencies providing such resource to the University. The Finance Division is holding a number of seminars to explain procedures and guidelines that they are implementing to help departments manage this risk.

Friday 16 March

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 20 March

09:30
AAT Level 4 Professional Diploma in Accounting 2017-18 charged (19 of 37) 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

10:00
VAT and the University [Full] 10:00 - 13:00 8 Mill Lane, Lecture Room 10

This session provides you with a simple overview of the basics and how VAT applies to the University.

13:00
Grants Part 4: Administration of Grants in CUFS [Places] 13:00 - 16:30 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.

13:30

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.

14:00

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