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Finance Training

Finance Training course timetable

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Thu 9 May 2019 – Tue 21 May 2019

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Thursday 9 May 2019

09:30
AAT Level 2 Certificate in Bookkeeping 2018-19 - Day Release charged (10 of 11) Finished 09:30 - 12:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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

14:00

Informal project leader Q&A session.

Friday 10 May 2019

10:00
Finance Division Taster Sessions - Central & Research Accounting: one-to-ones new CANCELLED 10:00 - 11:00 Finance Division, At Participant's Desk

This session will walk the participant through in detail the activities involved with their chosen topic and provide an opportunity to ask questions and discuss any associations with their own role.

Following your provisional booking you will be asked which of the following topics you would like the session to concentrate on:

  • Fixed Assets
  • Lynxvale Limited Property Accounting
  • Fees
  • Trust Funds
  • Research Accounting
14:00
Finance Division Inductions - Benefits, Training & Development new Finished 14:00 - 15:00 Greenwich House, Heidelberg Room

This short session forms part of the Division's Induction programme for all its staff an consists of:

  • Training and development support
  • Employee benefits
  • ourCambridge programme

Monday 13 May 2019

13:00
Grants Part 2: Grant reports in Cognos Finished 13:00 - 16:30 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.

Tuesday 14 May 2019

09:30
AAT Level 3 Diploma in Accounting 2018-19 new charged (23 of 26) Finished 09:30 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)


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
13:00
Finance Division Taster Sessions - Financial Systems Group (FSG) new Finished 13:00 - 15:00 Finance Division, Greenwich House, Room F40

To provide an opportunity for someone from elsewhere in Finance Division to spend some time with the Financial Systems Group to get an overview and appreciation of what they do.

14:00
Tableau Drop In Sessions new Finished 14:00 - 15:00 Old Schools

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information Team who can help you solve challenges.

15:00
Tableau Drop In Sessions new CANCELLED 15:00 - 16:00 Old Schools

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information Team who can help you solve challenges.

16:00
Tableau Drop In Sessions new CANCELLED 16:00 - 17:00 Old Schools

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information Team who can help you solve challenges.

Wednesday 15 May 2019

09:30
AAT Level 4 Professional Diploma in Accounting 2018-19 charged (22 of 24) 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

GL Part 1: Getting Started in the General Ledger module Finished 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.

10:00
Welcome to Key Travel new Finished 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.

13:30
How to Excel - Part 1 & 2 (For Finance Staff) new (1 of 2) Finished 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.

Thursday 16 May 2019

09:30
iProcurement Part 1: Getting Started in iProcurement (1 of 2) Finished 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.

iProcurement Part 1: Getting Started in iProcurement - For Requisitioners Finished 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.

10:00
Finance Division Taster Sessions - Greenwich House Operational Support Team (GHOST) new CANCELLED 10:00 - 11:00 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.

13:45
iProcurement Part 1: Getting Started in iProcurement (2 of 2) Finished 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 17 May 2019

09:30
Tableau for Explorers new Finished 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.

14:00
Finance Division Taster Sessions - Tax new CANCELLED 14:00 - 15:00 Greenwich House, Cairo Room

An opportunity for others within the Finance Division to gain an overview of the Tax Team and a greater appreciation of what they do.

Monday 20 May 2019

09:30
Budgeting part 2: Creating and monitoring budgets in CUFS and Cognos (Formerly Managing the Budget - Part 2) new Finished 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 Managing the Budget 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.

13:15
Finance Division Knowledge Bites - The Group Consolidation Project new Finished 13:15 - 14:00 Greenwich House, Cairo Room

More details to follow.

14:00
Getting started in Cognos Finished 14:00 - 15:30 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 master class is designed to get existing CUFS users going with the reporting tool. It covers everything from running a report successfully as well as a number of useful tips and shortcuts.

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: Cognos Reporting
  • 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.

Tuesday 21 May 2019

09:15
Finance Division Taster Sessions - Accounts Payable & Cashier Finished 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
GL Part 2: Reporting in the General Ledger Finished 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.

14:00
Tableau Drop In Sessions new CANCELLED 14:00 - 15:00 Old Schools

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information Team who can help you solve challenges.

15:00
Tableau Drop In Sessions new CANCELLED 15:00 - 16:00 Old Schools

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information Team who can help you solve challenges.

16:00
Tableau Drop In Sessions new CANCELLED 16:00 - 17:00 Old Schools

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information Team who can help you solve challenges.