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Finance Training

Finance Training course timetable

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Tue 18 Jun 2019 – Fri 5 Jul 2019

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Tuesday 18 June 2019

09:15
Finance Division Taster Sessions - Accounts Payable & Cashier Finished 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
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.

Finance Division Taster Sessions - Financial Planning & Analysis (FP&A) POSTPONED 09:30 - 12:30 Greenwich House, Heidelberg Room

An opportunity for others within the Finance Division to spend some time with the central FP&A to gain an overview of their roles and a greater appreciation of what they do.

12:00
Year-end seminar 2019: Non Schools/UAS/General new Finished 12:00 - 13:00 Greenwich House, Cairo Room

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

14:00
Finance Division Taster Sessions - Greenwich House Operational Support Team (GHOST) new 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.

Year-end seminar 2019: School of Technology and Physical Sciences new Finished 14:00 - 15:00 17 Mill Lane, Seminar Room B

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

15:00
Finance Division Taster Sessions - Central & Research Accounting: one-to-ones new CANCELLED 15:00 - 16:00 Finance Division, At Participant's Desk

This session will walk the participant through in detail the activities involved with their chosen topic and provide an opportunity to ask questions and discuss any associations with their own role.

Following your provisional booking you will be asked which of the following topics you would like the session to concentrate on:

  • Fixed Assets
  • Lynxvale Limited Property Accounting
  • Fees
  • Trust Funds
  • Research Accounting

Wednesday 19 June 2019

09:15
Finance Division Taster Sessions - Helpdesk & Cash Management Finished 09:15 - 12:00 To be confirmed

An opportunity for others within the Finance Division to spend some time with the Accounting Services Team to gain an overview of the function of the Helpdesk and the Cash Management function.

13:00
How to Excel - Part 3 (For Finance Staff) new Finished 13:00 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This session is only open to staff who have attended the How to Excel course previously.

Places will be awarded on a first come, first served basis.

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

14:00
Year-end seminar 2019: School of Biological Sciences new Finished 14:00 - 15:00 17 Mill Lane, Seminar Room B

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

Thursday 20 June 2019

09:30
Finance Division Taster Sessions - Finance Managers Group new Finished 09:30 - 12:30 17 Mill Lane, Seminar Room G

This session led by Finance Managers and Advisers will provide attendees with an insight into their roles and how different Schools operate. The session will be equally split between two different School teams to reflect the different approaches and demands of different sectors within the University.

Introduction to Tableau Server new Finished 09:30 - 11:30 University Information Services, Roger Needham Building, Ely Training Room 1

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.

10:30
Year-end seminar 2019: School of Arts and Humanities new Finished 10:30 - 12:00 17 Mill Lane - A&H meeting room (S7)

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

14:00
Cognos: Refresher Training new Finished 14:00 - 15:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

Have you previously attended Cognos training but not used the reporting tool since and would like to start using the tool again? If so then this course will enable you to get re-acquainted with Cognos..

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.

Friday 21 June 2019

10:00
Year-end seminar 2019: School of Humanities and Social Sciences new Finished 10:00 - 11:00 Finance Division, Mond Building, Mond Seminar Room

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.

Monday 24 June 2019

10:00
Introduction to Tableau Server new Finished 10:00 - 11:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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.

Wednesday 26 June 2019

09:30
AP Part 2: Matching, Amending and Foreign Invoices in Accounts Payable Finished 09:30 - 16:15 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This course builds on the knowledge gained in AP Part 1. The delegates will learn how to match invoices to purchase orders, add in freight charges and process invoices from other departments. The course also covers international payments including accounting for VAT and foreign currencies. Delegates will also learn more about month end procedures and AP Reports.

Year-end seminar 2019: Non Schools/UAS/General new Finished 09:30 - 10:30 17 Mill Lane, Seminar Room B

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

Thursday 27 June 2019

09:30
Grants Part 4: Administration of Grants in CUFS Finished 09:30 - 13:00 Finance Division, 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.

Friday 28 June 2019

09:30
Introduction to Tableau Server new Finished 09:30 - 11:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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.

Year-end seminar 2019: Clinical Schools new Finished 09:30 - 10:30 Clifford Allbutt Lecture Theatre

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

Tuesday 2 July 2019

09:30
AAT Level 3 Diploma in Accounting 2018-19 new charged (26 of 26) Finished 09:30 - 16:30 Finance Division, 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
Finance Division Taster Sessions - Finance Managers Group new Finished 09:30 - 12:30 17 Mill Lane, Seminar Room G

This session led by Finance Managers and Advisers will provide attendees with an insight into their roles and how different Schools operate.

The session will be equally split between two different School teams:

  • School of Technology
  • School of Humanities & Social Sciences

to reflect the different approaches and demands of different sectors within the University.

Thursday 4 July 2019

15:00
Finance Division Taster Sessions - Central & Research Accounting: one-to-ones new CANCELLED 15:00 - 16:00 Finance Division, At Participant's Desk

This session will walk the participant through in detail the activities involved with their chosen topic and provide an opportunity to ask questions and discuss any associations with their own role.

Following your provisional booking you will be asked which of the following topics you would like the session to concentrate on:

  • Fixed Assets
  • Lynxvale Limited Property Accounting
  • Fees
  • Trust Funds
  • Research Accounting

Friday 5 July 2019

13:15
Finance Division Knowledge Bites - Year-end seminar new Finished 13:15 - 14:00 Greenwich House, Cairo Room

An overview of the 2018-19 year-end instructions for departments .