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Finance Training

Finance Training course timetable

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Thu 17 Oct – Wed 20 Nov

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Friday 18 October

10:30
Off Payroll Worker Briefing Sessions [Full] 10:30 - 12:00 Greenwich House, Heidelberg Room

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 22 October

09:00
Finance Division Taster Sessions - Treasury & Investments (Treasury) [Full] 09:00 - 12:00 Finance Division, At Participant's Desk

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.

14:00
Finance Division Taster Sessions - Financial Systems Group (FSG) [Places] 14:00 - 16:00 Finance Division, Greenwich House, Room F40

An opportunity to gain an insight into the work of the Financial Systems Group, the day to day work and the major projects managed within this team as well as the relationships with UIS.

Thursday 24 October

13:15
Finance Division Knowledge Bites - Brexit [Places] 13:15 - 14:00 Greenwich House, Cairo Room

The impact to departments from a finance perspective.

Monday 28 October

09:30
AAT Level 4 Professional Diploma in Accounting 2019-20 charged (6 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

Tuesday 29 October

09:30
Grants Part 4: Administration of Grants in CUFS [Places] 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.

13:15
Finance Division Knowledge Bites - Brexit [Places] 13:15 - 14:00 Greenwich House, Cairo Room

The impact to departments from a finance perspective.

Thursday 7 November

09:30
Finance Division Taster Sessions - Finance Managers Group [Places] 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 Physical Sciences
  • School of Humanities & Social Sciences

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

14:00
Finance Division Inductions - Training & Development [Places] 14:00 - 15:00 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.

Friday 8 November

09:30
Tableau for Explorers - Departmental Profiles [Places] 09:30 - 12:30 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 Explorer is intermediate level access to Tableau Server and allows you to view, interact and edit Tableau content.

Monday 11 November

09:30
AAT Level 3 Diploma in Accounting 2019-20 charged (7 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
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.

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 12 November

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.

Finance Division Taster Sessions - Property Accounting Services (PAS) [Places] 09:30 - 12:30 Finance Division, At Participant's Desk

To provide an introduction to the Property Accounting Services team and the activities undertaken in the Section

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.

Wednesday 13 November

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.

Thursday 14 November

09:30
GL Part 1: Getting Started in the General Ledger module [Places] 09:30 - 12:30 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.

15:00
Grants and Indirect Costs Seminar [Places] 15:00 - 16:00 Greenwich House, Heidelberg Room

« Description not available »

Friday 15 November

10:00
VAT & Research [Full] 10:00 - 12:00 Greenwich House, Heidelberg Room

This session provides you with a simple overview of the basics and how VAT applies to Research Grants including;

  • How to establish the correct VAT rate to attribute to an award when it is set up in CUFS
  • Why it is so important
  • How the VAT rate attributed affects expenditure subsequently coded to the grant

Monday 18 November

09:30
Tableau for Explorers - Research [Places] 09:30 - 12:30 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 Explorer is intermediate level access to Tableau Server and allows you to view, interact and edit Tableau content.

Tuesday 19 November

09:30
How to Excel - Part 3 (For Finance Staff) [Places] 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This is only open to staff who have a role within finance at the University.

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.

Finance Division Taster Sessions - Shared Services [Places] 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.

Wednesday 20 November

09:30
AAT Level 3 Diploma in Accounting 2019-20 charged (8 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
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.

10:00
Finance Division Taster Sessions - Central & Research Accounting [Places] 10:00 - 11:00 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