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Finance Training

Finance Training course timetable

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Tue 28 Jan – Fri 21 Feb

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Wednesday 29 January

09:30
Budgeting part 2: Creating and monitoring budgets in CUFS and Cognos Not bookable 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 Budgeting 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.

12:30
Finance Division Knowledge Bites - 2018/19 finance review [Places] 12:30 - 13:15 Greenwich House, Cairo Room

Please note, this session has now been moved 30 mins earlier, now beginning at 12:30

David Hughes will be delivering a review of the 2019 Financial Statements for anyone interested. It will be an opportunity to get an overview of the results for the year following the year-end audit.

Finance Division staff only

Friday 31 January

09:30
AAT Level 4 Professional Diploma in Accounting 2019-20 charged (8 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 at Cambridge [Full] 10:00 - 11:30 Greenwich House, Heidelberg Room

A high level overview of indirect costs in relation to Research Grants here at Cambridge, where we discuss some of the reasons why this area is commonly misunderstood.

Tuesday 4 February

13:00
How to Excel - Part 1 & 2 (For Finance Staff) (1 of 2) [Places] 13:00 - 16:00 Finance Division, 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.

Finance Division Knowledge Bites - 2018/19 finance review [Places] 13:00 - 13:45 8 Mill Lane, Lecture Room 6

David Hughes will be delivering a review of the 2019 Financial Statements for anyone interested. It will be an opportunity to get an overview of the results for the year following the year end audit.

This session is open to all finance staff in the University

Wednesday 5 February

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.

Friday 7 February

09:30
AAT Level 4 Professional Diploma in Accounting 2019-20 charged (9 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

Monday 10 February

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

Tuesday 11 February

09:30
AAT Level 3 Diploma in Accounting 2019-20 charged (11 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
Grants Part 3: Viewing Grants in CUFS [Places] 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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.

13:30
How to Excel - Part 1 & 2 (For Finance Staff) (2 of 2) [Places] 13:30 - 16:30 Finance Division, 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.

14:00
Finance Division Inductions - Benefits, Training & Development [Places] 14:00 - 15:00 Greenwich House, Minsk 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.

Wednesday 12 February

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.

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.

Friday 14 February

09:30
AAT Level 4 Professional Diploma in Accounting 2019-20 charged (10 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

Monday 17 February

09:30
AAT Level 3 Diploma in Accounting 2019-20 charged (12 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
Off Payroll Worker Briefing Sessions [Places] 09:30 - 11:00 17 Mill Lane, Seminar Room G

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.

Tuesday 18 February

09:15
Finance Division Taster Sessions - Accounts Payable & Cashier [Places] 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.

13:00
Finance Division Knowledge Bites - Finance Business Transformation Project update new CANCELLED 13:00 - 13:45 Greenwich House, Cairo Room

An update on progress of the Finance Business Transformation Programme (FBTP), a large scale initiative which aims to shape and enhance Finance’s processes and tools of the future. Those working in Finance roles and all users of Finance services will be crucial to making the programme a success and, as well as giving you the chance to learn about the FBTP progress during this session, we would also welcome your views and thoughts.

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

An opportunity to gain an insight into the work of the pensions section, gain an understanding of pension basics and discover how valuable your University pension is to you.

Wednesday 19 February

09:15
Finance Division Taster Sessions - Helpdesk & Cash Management [Places] 09:15 - 12:00 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.

Friday 21 February

09:30
AAT Level 4 Professional Diploma in Accounting 2019-20 charged (11 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

Tableau for Viewers - Research [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.