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Finance Training

All Finance Training courses

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Showing courses 51-75 of 88
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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.

1 other event...

Date Availability
Thu 16 Apr 2020 09:00 CANCELLED

PLEASE NOTE - THIS EVENT IS NOW A WEBINAR AND WILL BE LIVESTREAMED FROM 9.30AM AT http://cam.adobeconnect.com/ftp/

INSTRUCTIONS ON HOW TO JOIN ADOBE CONNECT WEBINARS CAN BE FOUND AT https://www.finance.admin.cam.ac.uk/files/participants_guide_to_webinars.pdf

The Finance Transformation Programme’s Discovery Phase ended in December and we are now in a position to share the findings with you.

The Discovery Phase was designed to help us understand how Finance operates and to guide on how we can transform processes and systems to better support the University.

We’d like to thank everyone who participated and are delighted to now share the findings during these meetings, where we will also outline next steps. This will include establishing a number of work streams during the next few months to evaluate best practice and take this work forward.

We are also keen to answer your questions, therefore please submit any you might have via the FTP email address in advance: ftprogramme@admin.cam.ac.uk or there will be an opportunity for Q&A during the session.

First Steps in Procurement 2017 new charged Thu 14 Dec 2017   09:30 Finished

This course has been specifically designed by the Training team for the University. It is aligned with the old level 2 course that was offered by the Chartered Institute of Procurement & Supply (CIPS) and is structured to cover the same introductory concepts and techniques.

All participants will be required to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualification/cips/first-steps-procurement

Fixed Assets web based Self-taught Bookable

A course for departmental staff who deal with purchasing, monitoring and disposal of fixed assets.

Getting started as a Key Contact Self-taught Bookable

Each department has one or more nominated Finance Key Contacts.

They take responsibility for many day-to-day interactions between the department and the Finance Division, such as:

  • Requesting and amending user access to UFS
  • Receiving communications and reports
  • Requesting new suppliers

This course tells you all about the role of a Key Contact and what it entails.

The course should work fine on most modern Smartphones and on tablet devices too.

Once you've booked onto this course you will receive an email with the web link to access the materials.

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.

1 other event...

Date Availability
Thu 14 May 2020 09:30 CANCELLED
GL Part 2: Reporting in the General Ledger Thu 16 Jul 2020   09:30   [More dates...] [Places]

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.

1 other event...

Date Availability
Wed 20 May 2020 09:30 CANCELLED

General Ledger Transfer codes are a particular useful tool to help you to manage your departmental accounts as they allow you to use surpluses generated in one account to fund activities elsewhere.

Grants and Indirect Costs Seminar Wed 1 Jul 2020   10:00   [More dates...] [Places]

« Description not available »

1 other event...

Date Availability
Wed 6 May 2020 14:30 CANCELLED

A short online course that provides a basic introduction to the key features of Research Grants and how they are managed in the University.

Please note it does not include detailed guidance of how to apply for grants (e.g. using pFACT/X5) – please contact the Research Operations Office for advice.

Grants Part 2: Grant reports in Cognos Tue 30 Jun 2020   09:30   [More dates...] [Places]

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.

1 other event...

Date Availability
Thu 7 May 2020 13:00 CANCELLED
Grants Part 3: Viewing Grants in CUFS Tue 16 Jun 2020   09:30   [More dates...] [Places]

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.

1 other event...

Date Availability
Thu 23 Apr 2020 09:30 CANCELLED

This course covers the day to day and month end transactions that need to be completed using a variety of tools in CUFS.

1 other event...

Date Availability
Thu 30 Apr 2020 13:00 CANCELLED
How to Excel - Part 1 & 2 (For Finance Staff) Thu 18 Jun 2020   13:00   [More dates...] [Places]

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.

1 other event...

Date Availability
Thu 30 Apr 2020 09:30 CANCELLED
How to Excel - Part 3 (For Finance Staff) Wed 3 Jun 2020   09:30 [Places]

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.

HSPS Budgeting and Cognos Thu 27 Feb 2020   09:30 Finished

« Description not available »

Introduction to Tableau Server (Examination results) new Fri 9 Aug 2019   09:30 CANCELLED

Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations.

Tableau Viewer is entry level access to Tableau Server and allows you to view Tableau content created by others.

This course teaches users how to request goods/services required for their role using the UFS iProcurement module.

Booking onto this course can only be done through your department Key contact

Speak to your key contact if you need access to iProcurement in UFS

  • They will discuss whether online or classroom course is most appropriate for you
  • They will confirm the level of access which you will require
  • The course booking request will be made by them via the UFS responsibility access form

Once this request has been submitted by your Key Contact, you should receive an email within 1-2 working days with either:

  • your allocated training username and passphrase (for online courses) or
  • your joining instructions (classroom courses).

3 other events...

Date Availability
Wed 13 May 2020 09:30 CANCELLED
Tue 9 Jun 2020 09:30 Not bookable
Wed 8 Jul 2020 09:30 Not bookable

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.

This course covers the various month-end processes that need to be completed within the iProcurement module.

1 other event...

Date Availability
Thu 21 May 2020 10:00 CANCELLED
iProcurement web based: Approvers Self-taught Bookable

This short on-line course is designed for those who need only to learn how to approve requisitions for other staff within their department to learn the steps inolved. There is no training on raising requisitions/buying goods and services in this course and completing this training will not give you access to the Marketplace for buying goods.

If you will need to purchase goods and services as well as approve then please take our iProcurement Buyers course instead (The Buyer course includes the option to learn basic approval technique but is not as detailed as the full Approvers course). iProcurement Buyer course.

  • If you want to proceed onto this course make a booking by using the Book a Place > button . You will receive an email to acknowledge your booking containing a link to the online course.
iProcurement web based: Buyers Self-taught Not bookable

This course teaches users how to request goods/services required for their role using the UFS iProcurement module.

Booking onto this course can only be done through your department Key Contact

Speak to your Key Contact if you need access to iProcurement in UFS

  • They will discuss whether online or classroom course is most appropriate for you
  • They will confirm the level of access which you will require
  • The course booking request will be made by them via the UFS responsibility access form

Once this request has been submitted by your Key Contact, you should receive an email within 1-2 working days with either:

  • your allocated training username and passphrase (for online courses) or
  • your joining instructions (classroom courses).
iProcurement web based: Requisitioners Self-taught Not bookable

This course teaches users how to request goods/services required for their role using the UFS iProcurement module.

Booking onto this course can only be done through your department Key Contact

Speak to your Key Contact if you need access to iProcurement in UFS

  • They will discuss whether online or classroom course is most appropriate for you
  • They will confirm the level of access which you will require
  • The course booking request will be made by them via the UFS responsibility access form

Once this request has been submitted by your Key Contact, you should receive an email within 1-2 working days with either:

  • your allocated training username and passphrase (for online courses) or
  • your joining instructions (classroom courses).
Modern Slavery Act new Self-taught Booking not required

The University and all its staff have a responsibility to ensure that their dealings, and the supply chains of those who we trade with, are free from any sort of modern slavery.

This online course guides you through some facts and figures relating to Modern Slavery and Human Trafficking and highlights warning signs you need to be aware of.

Off Payroll Worker Briefing Sessions Mon 17 Feb 2020   09:30 POSTPONED

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.

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