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Finance Training

Finance Training course timetable

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Mon 14 Oct – Mon 11 Nov

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Monday 14 October

13:15
Finance Division Knowledge Bites - CUFS R12.2 Upgrade POSTPONED 13:15 - 14:00 Greenwich House, Cairo Room

The CUFS R12.2 Upgrade Project Initiation Document (PID) has been approved and in this Knowledge Bites talk Jo Hall will share a summary of the plans for the project with us.

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

Tuesday 15 October

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

14:00
iProcurement Part 2: Month End processes in the Buyers Work Centre (1 of 2) Not bookable 14:00 - 16:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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

16:00
iProcurement Part 2: Month End processes in the Buyers Work Centre (2 of 2) Not bookable 16:00 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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

Wednesday 16 October

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.

09:30
Tableau for Viewers - Research [Full] 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.

13:15
Finance Division Knowledge Bites - Remote Access new [Places] 13:15 - 13:45 Greenwich House, Cairo Room

A demonstration of the different ways in which you can access emails, shared drives, and software on your PC while away from the office.

After the session there will be an opportunity to bring your own laptop for some assistance with setting up your remote access.

14:00
Cognos: Refresher Training [Places] 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: 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.

Thursday 17 October

09:30
AAT Level 3 Diploma in Accounting 2019-20 charged (6 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
How to Excel - Part 1 & 2 (For Finance Staff) (2 of 2) Not bookable 09:30 - 12:30 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.

13:00
Grants Part 3: Viewing Grants in CUFS [Places] 13:00 - 16:30 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.

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) [Places] 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.