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Finance Training - Virtual programme 2019-20

Programme of events provided by Finance Training
(Tue 12 May 2020 - Thu 23 Jul 2020)

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Tue 12 May 2020 – Tue 21 Jul 2020

May 2020

Tue 12	Virtual - How to Excel - Part 1 & 2 (For Finance Staff) (1 of 2) Finished 09:30 - 12:00 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.
Wed 13	Virtual - How to Excel - Part 1 & 2 (For Finance Staff) (2 of 2) Finished 11:00 - 12:30 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 19	Virtual - GL Part 1: Getting Started in the General Ledger module (1 of 2) Finished 10:00 - 11:30 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
Thu 21	Virtual - GL Part 1: Getting Started in the General Ledger module (2 of 2) Finished 10:00 - 11:30 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

June 2020

Tue 2	Virtual - Cognos Introduction (1 of 2) Finished 09:30 - 10:30 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. GL Part 2: Reporting in the General Ledger Grants Part 2: Grant reports in Cognos 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 3	Virtual - Cognos Introduction (2 of 2) Finished 14:00 - 16:00 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. GL Part 2: Reporting in the General Ledger Grants Part 2: Grant reports in Cognos 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 9	Virtual - How to Excel - Part 1 & 2 (For Finance Staff) (1 of 2) Finished 09:30 - 12:00 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 - iProcurement Part 2: Month End processes in the Buyers Work Centre Finished 14:00 - 16:00 This course covers the various month-end processes that need to be completed within the iProcurement module.
Wed 10	Virtual - How to Excel - Part 1 & 2 (For Finance Staff) (2 of 2) Finished 09:30 - 11:00 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.
Wed 17	Virtual - GL 1: Getting Started in the General Ledger module (1 of 2) Finished 09:30 - 11:00 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
Thu 18	Virtual - GL 1: Getting Started in the General Ledger module (2 of 2) Finished 09:30 - 11:00 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
Tue 23	Virtual - Cognos Introduction (1 of 2) Finished 09:30 - 10:30 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. GL Part 2: Reporting in the General Ledger Grants Part 2: Grant reports in Cognos 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 25	Virtual - Cognos Introduction (2 of 2) Finished 10:00 - 12:00 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. GL Part 2: Reporting in the General Ledger Grants Part 2: Grant reports in Cognos 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 30	Virtual - GL 2: Reporting in the General Ledger (1 of 2) Finished 09:30 - 12:30 This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds.

July 2020

Thu 2	Virtual - GL 2: Reporting in the General Ledger (2 of 2) Finished 09:30 - 10:30 This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds.
Tue 7	Virtual - Budgeting 1: Introduction to budgeting in the University Finished 10:00 - 12:30 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 - iProcurement Part 2: Month End processes in the Buyers Work Centre Finished 14:00 - 16:00 This course covers the various month-end processes that need to be completed within the iProcurement module.
Thu 9	Virtual - Year-end for New Users Finished 10:30 - 11:30 Finance Division, At Participant's Desk This virtual new users course will consist of a number of explanatory videos for each module which will be available before this Q&A webinar session. This session will cover year end processes in more detail than the road shows and will include: Outline of the year end timetable to be followed Specific procedures and tasks for each module Guidance on journals especially accruals, prepayments and transfer codes Making better use of the Cognos reporting tool Exploring areas that often cause problems Practical advice on how to prioritise during key periods
Tue 14	Virtual - How to Excel - Part 1 & 2 (For Finance Staff) (1 of 2) Finished 09:30 - 11:30 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 - Grants Part 2: Grant reports in Cognos (1 of 2) Finished 10:00 - 12:00 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 15	Virtual - How to Excel - Part 1 & 2 (For Finance Staff) (2 of 2) Finished 09:30 - 11:30 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 - 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 20	Virtual - Cognos Introduction (1 of 2) Finished 09:30 - 11:00 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. GL Part 2: Reporting in the General Ledger Grants Part 2: Grant reports in Cognos 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 21	Virtual - GL 1: Getting Started in the General Ledger module (1 of 2) Finished 09:30 - 11:00 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
	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

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