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Finance Training

Finance Training course timetable

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Thu 11 Jun – Thu 2 Jul

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Thursday 11 June

09:00
AAT Level 2 Certificate in Bookkeeping 2019-20 - Day Release charged (6 of 6) Finished 09:00 - 16:30 First Intuition

The AAT Foundation Certificate in Bookkeeping is the starting point for studying the AAT qualfiication.

It is a short qualification which will help you to develop essential bookkeeping skills. Once completed, you will have an understanding of basic accounting practices and techniques including double-entry bookkeeping. It can be treated as a stand alone qualifcation or used as a stepping stone to further AAT study at Level 3.

Once you have registered here you will need to complete the application form at the back of the briefing pack. These packs will be made available on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme

Friday 12 June

10:30
VAT & Research CANCELLED 10:30 - 12:30 Institute of Criminology, Room B3

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 15 June

09:30
AAT Level 4 Professional Diploma in Accounting 2019-20 charged (17 of 17) Finished 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 16 June

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.

09:30
Grants Part 3: Viewing Grants in CUFS CANCELLED 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.

14:00
Finance Division Taster Sessions - Financial Systems Group (FSG) CANCELLED 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.

Wednesday 17 June

09:15
Finance Division Taster Sessions - Helpdesk & Cash Management CANCELLED 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

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.

It is run as two webinars with some pre-course reading

Webinar 1: For everyone

Webinar 2: Optional, if you are not going to be using journals it is not compulsory but may be of interest

14:00
Cognos Introduction CANCELLED 14:00 - 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 introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts.

Note: This course is mandatory in order to attend either of the following two courses below.

What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above.

14:15

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.

Thursday 18 June

09:30

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.

It is run as two webinars with some pre-course reading

Webinar 1: For everyone

Webinar 2: Optional, if you are not going to be using journals it is not compulsory but may be of interest

10:00
Finance Division Taster Sessions - Reporting CANCELLED 10:00 - 12:00 Greenwich House, Heidelberg Room

To provide an opportunity for someone from elsewhere in Finance Division to spend half a day in the Financial Reporting Team to get an overview and appreciation of what they do.

13:00
How to Excel - Part 1 & 2 (For Finance Staff) (1 of 2) CANCELLED 13:00 - 16:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

NOTE This classroom-based course may not go ahead depending on the circumstances at the time. You can join our VIRTUAL course, delivered via Microsoft Teams, at https://www.training.cam.ac.uk/fin/course/HTE+1+and+2

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.

Monday 22 June

09:30
AAT Level 3 Diploma in Accounting 2019-20 charged (24 of 24) Finished 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

Tuesday 23 June

09:30
Virtual - Cognos Introduction (1 of 2) Finished 09:30 - 10:30

Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts.

Note: This course is mandatory in order to attend either of the following two courses below.

What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above.

Thursday 25 June

09:30
Grants Part 4: Administration of Grants in CUFS CANCELLED 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.

10:00
Virtual - Cognos Introduction (2 of 2) Finished 10:00 - 12:00

Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts.

Note: This course is mandatory in order to attend either of the following two courses below.

What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above.

13:30
How to Excel - Part 1 & 2 (For Finance Staff) (2 of 2) CANCELLED 13:30 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

NOTE This classroom-based course may not go ahead depending on the circumstances at the time. You can join our VIRTUAL course, delivered via Microsoft Teams, at https://www.training.cam.ac.uk/fin/course/HTE+1+and+2

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.

Friday 26 June

09:00
Finance Division Taster Sessions - Treasury & Investments (Treasury) CANCELLED 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.

Tuesday 30 June

09:30
Grants Part 2: Grant reports in Cognos CANCELLED 09:30 - 13:30 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.

Virtual - GL 2: Reporting in the General Ledger (1 of 2) Finished 09:30 - 12:30

This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds.

Wednesday 1 July

10:00
Grants and Indirect Costs Seminar CANCELLED 10:00 - 11:30 Greenwich House, Heidelberg Room

« Description not available »

14:00
Cognos Introduction CANCELLED 14:00 - 16:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This course is currently being offered virtually, see https://www.training.cam.ac.uk/fin/course/CogIntro for details

Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts.

Note: This course is mandatory in order to attend either of the following two courses below.

What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above.

Thursday 2 July

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

Virtual - GL 2: Reporting in the General Ledger (2 of 2) Finished 09:30 - 10:30

This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds.