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Finance Training

All Finance Training courses

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AAT Alumni new Mon 5 Feb 2018   13:30 Finished

Across the university and assoicated bodies we have many members of staff who have previously studied AAT or are currently studying. We have set up an alumni group specifically for these AAT qualified/part qualified staff as a way to maintain the connection and to support their continued development

Cyber security

Protecting the University’s assets, intellectual property and information against cyber security threats is a complex, evolving task. Cyber attacks can result in data loss, reputational damage, fines and other types of financial loss. To help protect the University against these risks, University Information Services (UIS) is overseeing a major programme to improve cyber security levels across the University

Kieren Lovell from UIS will be coming to speak about how we manage our security in the University and what steps we can take to protect ourselves.

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 are available on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme

AAT Level 3 Diploma in Accounting 2019-20 charged Mon 9 Sep 2019   12:30 Not bookable


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 Mon 9 Sep 2019   13:30 Not bookable

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

Accountants' Annual Update Tue 17 Mar 2020   14:00 [Places]

Our external auditors PricewaterhouseCoopers will be coming in to give an update on accounting issues and developments that are relevant to the University Group.

Qualified staff can use this towards their annual CPD.

This course is designed to provide a basic introduction to how finances are managed at the University and is the ideal first course for anyone who will be working in an accounts area.

Not only does it provide an overview of how the University's Finance System (UFS) is structured but also which activities are performed centrally and which are done in departments. It introduces the concepts of the Financial Regulations and Finance Procedures as well as signposting where you can find more support, how to access UFS and what training may be appropriate for your role.

Anti-Bribery & Corruption Training Self-taught Booking not required

The University and all its staff have a responsibility to ensure that neither their conduct, nor the conduct of any person or organisation entering into any contract or arrangement with the University contravenes the Bribery Act 2010.

This online course guides you through the scope of the Bribery Act and Criminal Finances Act and highlights some of the situations that you should be aware of.

AP: eInvoicing in Accounts Payable Self-taught Bookable

An Introduction to the University's eInvoicing system, how it works and what actions/processes are completed by the department.

This on-line course will enable end users to understand the basics of accounts payable, including processing basic invoices and expense claims.

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.

1 other event...

Date Availability
Thu 2 Jul 2020 09:30 [Places]

This on-line course enables users to learn how to Secondary Approve invoices within the Accounts Payable module.

The Accounts Receivable (AR) module of the University’s Finance System (CUFS) deals with managing customer information and managing income generated from sales and donations.

In this course we will be looking at some of the key aspects such as:

  • creating external invoices
  • creating internal invoices
  • receipting income relating to invoices
  • receipting other income

We will also provide you with some basic information relating to banking procedures and to the University’s Online Store (also known as eSales).

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.

1 other event...

Date Availability
Tue 21 Jul 2020 09:30 [Places]

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.

2 other events...

Date Availability
Tue 25 Feb 2020 09:30 Not bookable
Tue 9 Jun 2020 09:30 [Places]

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.

2 other events...

Date Availability
Thu 21 May 2020 13:00 [Places]
Tue 14 Jul 2020 09:30 [Places]
Cash Handling Self-taught Bookable

« Description not available »

Cognos Introduction Wed 4 Mar 2020   14:00   [More dates...] [Places]

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.

6 other events...

Date Availability
Tue 24 Mar 2020 14:00 [Places]
Wed 22 Apr 2020 14:00 [Places]
Tue 12 May 2020 14:00 [Places]
Wed 3 Jun 2020 14:00 [Places]
Wed 17 Jun 2020 14:00 [Places]
Wed 1 Jul 2020 14:00 [Places]
Cognos Refresher Training Wed 26 Feb 2020   14:30   [More dates...] [Places]

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.

2 other events...

Date Availability
Tue 28 Apr 2020 14:30 [Places]
Mon 20 Jul 2020 14:30 [Places]

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.

4 other events...

Date Availability
Thu 9 Apr 2020 15:00 [Places]
Fri 15 May 2020 14:00 [Places]
Fri 12 Jun 2020 14:00 [Places]
Thu 16 Jul 2020 10:30 [Places]
Finance Division Inductions - Greenwich House Mon 24 Feb 2020   10:00   [More dates...] [Places]

This welcome session is for staff based in Greenwich House, will introduce you to the practicalities working in the building and the resources available to you.

5 other events...

Date Availability
Fri 6 Mar 2020 10:00 [Places]
Mon 6 Apr 2020 10:00 [Places]
Mon 4 May 2020 10:00 [Places]
Mon 1 Jun 2020 10:00 [Places]
Mon 6 Jul 2020 10:00 [Places]
Finance Division Inductions - Welcome Lunch new Thu 23 Jan 2020   13:00 Finished

An informal welcome lunch for new Finance Division employees. Hosted by David Hughes (Director of Finance) and other senior managers this provides an opportunity to mingle and get to know other new starters and meet key people within the Division.

A buffet lunch will be provided, please could you let us know in advance any dietary restrictions.

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

Finance Division Knowledge Bites - Annual leave system Thu 12 Sep 2019   13:15 Finished

An overview of the new CHRIS bases annual leave system that will go live prior to the start of the new leave year.

Finance Division Knowledge Bites - Brexit Tue 29 Oct 2019   13:15 CANCELLED

The impact to departments from a finance perspective.

Finance Division Knowledge Bites - CUFS R12.2 Upgrade Mon 14 Oct 2019   13:15 POSTPONED

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.

An update on the Expenses Management System project - to take a look a the proposed system and ask questions.

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 - LEAN Training Thu 26 Sep 2019   13:00 Finished

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.

Finance Division Knowledge Bites - Pensions new Tue 18 Feb 2020   13:00 Finished

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.

Finance Division Knowledge Bites - Remote Access new Thu 13 Feb 2020   13:15 Finished

If you wish or need to work from home or away from the University's network for any reason, you may need to connect to the University's VPN or Remote Access systems. This talk will help you understand how this works and what you can do with it.

TALK
13:15 - 14:00
A demonstration of the different ways in which you can access emails, shared drives, and software on your PC while away from the office.

OPTIONAL - SUPPORT
14:00-14:30
After the talk there will be a short window of opportunity to ask for assistance with setting up your own remote access if you bring your device along.
Please select to attend the optional session when you book if you think you will require this support.

Finance Division Knowledge Bites - Sports Service new Fri 13 Mar 2020   13:00 [Places]

An opportunity to gain an insight into what the Sports Service offers to staff, and a healthy lifestyles quiz!

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.

3 other events...

Date Availability
Tue 17 Mar 2020 09:15 [Full]
Tue 21 Apr 2020 09:15 [Full]
Tue 19 May 2020 09:15 POSTPONED

An opportunity to gain an insight into the work of the Business Information Team in Academic and Financial Planning and Analysis (AFPA).

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

2 other events...

Date Availability
Tue 12 May 2020 14:00 [Places]
Thu 16 Jul 2020 10:00 [Places]

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

1 other event...

Date Availability
Thu 16 Apr 2020 09:00 [Full]

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.

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.

2 other events...

Date Availability
Tue 25 Feb 2020 14:00 Not bookable
Tue 16 Jun 2020 14:00 [Places]

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.

4 other events...

Date Availability
Mon 9 Mar 2020 14:00 CANCELLED
Mon 11 May 2020 14:00 [Places]
Mon 8 Jun 2020 14:00 [Places]
Mon 13 Jul 2020 14:00 [Places]

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.

3 other events...

Date Availability
Wed 22 Apr 2020 09:15 [Places]
Wed 20 May 2020 09:15 [Places]
Wed 17 Jun 2020 09:15 [Places]
Finance Division Taster Sessions - Pensions new Tue 31 Mar 2020   10:30 [Places]

An opportunity to meet the staff of the pensions office and gain an insight into their day-to-day work.

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

2 other events...

Date Availability
Tue 12 May 2020 09:30 [Places]
Thu 16 Jul 2020 09:30 [Places]
Finance Division Taster Sessions - Reporting Thu 18 Jun 2020   10:00   [More dates...] [Places]

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.

1 other event...

Date Availability
Wed 11 Mar 2020 10:00 Not bookable
Finance Division Taster Sessions - Shared Services Tue 17 Mar 2020   09:30   [More dates...] Not bookable

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.

1 other event...

Date Availability
Tue 19 May 2020 09:30 POSTPONED

To provide an opportunity for someone from elsewhere in Fin 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 offering two sessions, one on Treasury and one on Investments. Ideally the Treasury session should be attended before this one (Investments) however this is not a pre-requisite.

2 other events...

Date Availability
Thu 14 May 2020 09:00 [Places]
Thu 16 Jul 2020 09:00 [Places]

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.

2 other events...

Date Availability
Thu 16 Apr 2020 09:00 [Places]
Fri 26 Jun 2020 09:00 [Places]

The Finance Transformation Programme’s Discovery Phase ended in December and we are now in a position to share the findings with you.

The Discovery Phase was designed to help us understand how Finance operates and to guide on how we can transform processes and systems to better support the University.

We’d like to thank everyone who participated and are delighted to now share the findings during these meetings, where we will also outline next steps. This will include establishing a number of work streams during the next few months to evaluate best practice and take this work forward.

We are also keen to answer your questions, therefore please submit any you might have via the FTP email address in advance: ftprogramme@admin.cam.ac.uk or there will be an opportunity for Q&A during the session.

2 other events...

Date Availability
Mon 9 Mar 2020 14:00 [Places]
Thu 12 Mar 2020 14:00 [Places]
First Steps in Procurement 2017 new charged Thu 14 Dec 2017   09:30 Finished

This course has been specifically designed by the Training team for the University. It is aligned with the old level 2 course that was offered by the Chartered Institute of Procurement & Supply (CIPS) and is structured to cover the same introductory concepts and techniques.

All participants will be required to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualification/cips/first-steps-procurement

Fixed Assets web based Self-taught Bookable

A course for departmental staff who deal with purchasing, monitoring and disposal of fixed assets.

Getting started as a Key Contact Self-taught Bookable

Each department has one or more nominated Finance Key Contacts.

They take responsibility for many day-to-day interactions between the department and the Finance Division, such as:

  • Requesting and amending user access to UFS
  • Receiving communications and reports
  • Requesting new suppliers

This course tells you all about the role of a Key Contact and what it entails.

The course should work fine on most modern Smartphones and on tablet devices too.

Once you've booked onto this course you will receive an email with the web link to access the materials.

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.

2 other events...

Date Availability
Thu 14 May 2020 09:30 [Places]
Thu 9 Jul 2020 09:30 [Places]
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