skip to navigation skip to content

Finance Training

Finance Training course timetable

Show:

Tue 17 Sep – Wed 9 Oct

Now Today



Tuesday 17 September

09:30
iProcurement Part 1: Getting Started in iProcurement (1 of 2) Not bookable 09:30 - 13:00 Finance Division, 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.

Finance Division Taster Sessions - Shared Services CANCELLED 09:30 - 12:00 Finance Division, At Participant's Desk

An opportunity to gain an insight into the work of the Shared Services Finance team and to understand and have an appreciation of the interrelationships with other areas and the demands and challenges faced.

13:45
iProcurement Part 1: Getting Started in iProcurement (2 of 2) Not bookable 13:45 - 15:45 Finance Division, 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.

Wednesday 18 September

09:30
Managing the Budget - Part 2 CANCELLED 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This session covers how to make a financial plan, prepare it for upload to the finance system and monitor progress against the plan. It is a practical course which will look at the techniques and systems within the University that can be used for budgeting.

It is an ideal follow on from Managing the Budget Part 1 and for those who have a good working knowledge of budgeting principles and want to develop skills in using the University budgeting tools.

Thursday 19 September

09:30
AAT Level 3 Diploma in Accounting 2019-20 charged (2 of 24) Not bookable 09:30 - 16:30 First Intuition


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
AAT Level 4 Professional Diploma in Accounting 2019-20 charged (3 of 17) Not bookable 09:30 - 16:30 First Intuition

The course details are being finalised, for now please book a provisional place here and we will let you know when the details and application packs are available

AAT Level 4, Professional Diploma in accounting.

Students will be placed on the public day release programme with an 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 Dates will be added once they have been confirmed

11:00
Finance Division Inductions - Training & Development [Places] 11:00 - 12:00 Greenwich House, Heidelberg Room

The Finance Division values the professionalism and commitment of its members and therefore encourages all staff to develop their skills and knowledge. This short session will outline for you the Division’s policy on training and development, as well as highlighting resources from across the University that you can utilise.

13:30
GL Part 1: Getting Started in the General Ledger module [Places] 13:30 - 16:30 Finance Division, 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.

Tuesday 24 September

09:30
GL Part 2: Reporting in the General Ledger [Places] 09:30 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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.

Wednesday 25 September

09:30
Tableau for Viewers - Exam Results [Places] 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.

Thursday 26 September

09:30
AAT Level 3 Diploma in Accounting 2019-20 charged (3 of 24) Not bookable 09:30 - 16:30 First Intuition


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
AAT Level 4 Professional Diploma in Accounting 2019-20 charged (4 of 17) Not bookable 09:30 - 16:30 First Intuition

The course details are being finalised, for now please book a provisional place here and we will let you know when the details and application packs are available

AAT Level 4, Professional Diploma in accounting.

Students will be placed on the public day release programme with an 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 Dates will be added once they have been confirmed

Managing the Budget - Part 1 [Places] 09:30 - 12:30 Greenwich House, Heidelberg Room

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.

13:00
Finance Division Knowledge Bites - LEAN Training new [Places] 13:00 - 13:45 Greenwich House, Cairo Room

Linda will give us a taster of the popular training course she runs on LEAN – a way of thinking that can help you improve processes by breaking down problems and tackling them in a confident and logical way. We will also learn how this is being applied both within Finance and across the wider University. Whatever your role you will benefit from the insightful advice and activities in this session.

14:00
Finance Division Taster Sessions - Central & Research Accounting [Places] 14:00 - 15:00 Greenwich House, Heidelberg Room

An overview of the role of Central and Research Accounting and a taster of the range of the activities that they are involved with.

This session is a required pre-requisite for attendance on the detailed walk-through sessions for any of the following topics:

  • Fixed Assets
  • Lynxvale Limited Property Accounting
  • Fee collection
  • Trust Funds
  • Research Accounting

Monday 30 September

14:30
Getting Started in Cognos [Places] 14:30 - 16:00 Finance Division, 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: Grant reports in Cognos
  • 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.

Tuesday 1 October

09:30
AP Part 2: Matching, Amending and Foreign Invoices in Accounts Payable [Places] 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.

Wednesday 2 October

09:30
iProcurement Part 1: Getting Started in iProcurement (1 of 2) [Places] 09:30 - 13:00 Finance Division, 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) [Places] 13:45 - 15:45 Finance Division, 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.

Thursday 3 October

09:30
AAT Level 3 Diploma in Accounting 2019-20 charged (4 of 24) Not bookable 09:30 - 16:30 First Intuition


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
AAT Level 4 Professional Diploma in Accounting 2019-20 charged (5 of 17) Not bookable 09:30 - 16:30 First Intuition

The course details are being finalised, for now please book a provisional place here and we will let you know when the details and application packs are available

AAT Level 4, Professional Diploma in accounting.

Students will be placed on the public day release programme with an 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 Dates will be added once they have been confirmed

10:00
Grants and Indirect Costs Seminar new [Places] 10:00 - 11:00 Greenwich House, Heidelberg Room

« Description not available »

Tuesday 8 October

09:30
AR Part 2: Adjustments and set up in Accounts Receivable [Places] 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.

Wednesday 9 October

09:30
Grants Part 2: Grant reports in Cognos [Places] 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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.

10:00
Welcome to Key Travel [Places] 10:00 - 11:00

Key Travel is the University’s preferred supplier for travel services and has recently linked up with Booking.com. This webinar is a great opportunity to find out more about how Key Travel can support you with your travel booking needs, how you can get the best out of their Online Booking Tool and the savings you could achieve.

14:00
VAT & the University [Places] 14:00 - 16:00 Greenwich House, Heidelberg Room

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