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Finance Training

Finance Training course timetable

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Tue 21 May – Fri 14 Jun

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Tuesday 21 May

15:00
Tableau Drop In Sessions (via Teams) new Finished 15:00 - 15:30 Via MS Teams

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

Wednesday 22 May

12:00
Concur – Acting as a Delegate new Finished 12:00 - 12:20 Via MS Teams

A short briefing on how to act as a delegate using the desktop SAP Concur client. This will cover:

  • Who may act as a delegate for others
  • The type of claims you may prepare for others
  • How to switch roles and enter information
  • The submission process

Thursday 23 May

09:30
IN PERSON - GL 2: Reporting in the General Ledger Finished 09:30 - 16:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This is a classroom version of the General Ledger 2 Course held at Greenwich House - All delegates will need to bring a laptop (docking stations, monitors, external keyboard and mice will be available in the room)

Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15-minute walk and the Universal Bus stops on Madingley Road.

Tea and coffee will be provided during the course, lunch is not provided. There is a café at Greenwich House where you can purchase lunch. You are also welcome to bring lunch with you. You can eat your own food in the café where there are also some microwaves available for your use. We can make fridge space available if required.

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

Friday 24 May

11:00
Tableau Drop In Sessions (via Teams) new Finished 11:00 - 11:30 Via MS Teams

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

11:30
Tableau Drop In Sessions (via Teams) new Finished 11:30 - 12:00 Via MS Teams

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

14:00
Accountants' Update CPD session Finished 14:00 - 15:30 Via MS Teams

Our annual CPD update session is making a return. Our external auditors, PwC will deliver a presentation on general accounting and auditing updates, then Stephen Peacock (Head of Group Financial Reporting) will provide a University specific update.

Qualified staff can use this towards their annual CPD.

Friday 31 May

11:00
Tableau Drop In Sessions (via Teams) new Finished 11:00 - 11:30 Via MS Teams

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

11:30
Tableau Drop In Sessions (via Teams) new Finished 11:30 - 12:00 Via MS Teams

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

Tuesday 4 June

10:30

« Description not available »

13:00
How to book with Key Travel new Finished 13:00 - 15:00 Via MS Teams

How to book with Key Travel - Travelling for research or to undertake work on behalf of the University.

This training session, delivered by Key Travel, is open to new and experienced colleagues who are responsible for booking travel on behalf of the University. Key Travel is the University’s preferred supplier for travel management services and provides the following support for colleagues:

  • Booking services (online and offline) for flights, accommodation and rail
  • Group booking services
  • 24/7 Traveller support
  • 24/7 Emergency scanning and support
  • Refund management

The primary purpose of the training session will be to walk you through the booking process using Key Travel’s online portal. However, the session will also provide you with hints and tips on how to identify the best travel options for your requirements.

14:00
IN PERSON - Tableau Server - Viewer new Finished 14:00 - 15:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This is an in person classroom course held at Greenwich House - All delegates will need to bring a laptop (docking stations, monitors, external keyboard and mice will be available in the room)

Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15-minute walk and the Universal Bus stops on Madingley Road.

15:00
Tableau Drop In Sessions (via Teams) new Finished 15:00 - 15:30 Via MS Teams

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

Thursday 6 June

09:30
Virtual - How to Excel - Part 1 & 2 (For Finance Staff) (1 of 2) Finished 09:30 - 11:30 Via MS Teams

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.

10:30

« Description not available »

Friday 7 June

11:00
Tableau Drop In Sessions (via Teams) new Finished 11:00 - 11:30 Via MS Teams

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

11:30
Tableau Drop In Sessions (via Teams) new Finished 11:30 - 12:00 Via MS Teams

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

Tuesday 11 June

10:30

« Description not available »

15:00
Tableau Drop In Sessions (via Teams) new Finished 15:00 - 15:30 Via MS Teams

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

Wednesday 12 June

09:30
Virtual - Grants Part 4: Administration of Grants in CUFS new (1 of 2) Finished 09:30 - 11:30 Via MS Teams

This course looks at the tasks required at month end to manage your grants and at transactions that need to be completed using a variety of tools in CUFS. It also looks at preparing grants for closing.

12:00
Concur – Acting as a First Approver new Finished 12:00 - 12:30 Via MS Teams

An overview of how to act as an approver in the expenses claim process using SAP Concur software. This includes:

  • How a first approver is nominated
  • Responsibilities as first approver
  • Confirming an approval
  • Reasons for rejection

Thursday 13 June

09:30
Virtual - How to Excel - Part 1 & 2 (For Finance Staff) (2 of 2) Finished 09:30 - 11:30 Via MS Teams

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.

Virtual - Grants Part 4: Administration of Grants in CUFS new (2 of 2) Finished 09:30 - 11:30 Via MS Teams

This course looks at the tasks required at month end to manage your grants and at transactions that need to be completed using a variety of tools in CUFS. It also looks at preparing grants for closing.

10:30

« Description not available »

Friday 14 June

11:00
Tableau Drop In Sessions (via Teams) new Finished 11:00 - 11:30 Via MS Teams

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

11:30
Tableau Drop In Sessions (via Teams) new Finished 11:30 - 12:00 Via MS Teams

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