Finance Training - Virtual programme 2024-25
(Fri 2 Aug 2024 - Tue 7 Jan 2025)
[ Back to start of the programme ]
Wednesday 18 September
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 If none of the dates are suitable then there are two on-demand packages which can be completed instead. Chart of Accounts and Account Enquiry https://www.training.cam.ac.uk/fin/event/4716069 |
12:00 |
Concur – Acting as a Delegate
[Places]
A short briefing on how to act as a delegate using the desktop SAP Concur client. This will cover:
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Thursday 19 September
09:30 |
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. |
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 If none of the dates are suitable then there are two on-demand packages which can be completed instead. Chart of Accounts and Account Enquiry https://www.training.cam.ac.uk/fin/event/4716069 |
Friday 20 September
11:00 |
Tableau Drop In Sessions (via Teams)
[Places]
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)
[Places]
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 24 September
15:00 |
Tableau Drop In Sessions (via Teams)
[Places]
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 25 September
09:30 |
Virtual - Grants Part 2: Grant reports in Cognos
Not bookable
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:
In this course we will not access the Grants module in CUFS. The course material will be split across 2 webinars on consecutive days |
Thursday 26 September
09:30 |
Virtual - Grants Part 2: Grant reports in Cognos
Not bookable
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:
In this course we will not access the Grants module in CUFS. The course material will be split across 2 webinars on consecutive days |
Friday 27 September
11:00 |
Tableau Drop In Sessions (via Teams)
[Places]
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)
[Places]
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 1 October
15:00 |
Tableau Drop In Sessions (via Teams)
[Places]
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 3 October
12:00 |
Concur – Acting as a First Approver
[Places]
An overview of how to act as an approver in the expenses claim process using SAP Concur software. This includes:
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Friday 4 October
11:00 |
Tableau Drop In Sessions (via Teams)
[Places]
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)
[Places]
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 8 October
09:30 |
This is a classroom version of the Budgeting 1: Introduction to Budgeting held at Greenwich House - All delegates will need to bring a laptop (and charging cable if required) 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. This session introduces the theory and practice of budgeting, looking at why and how budgets can be set. Group exercises are used to prompt discussion around the types of costs that should be included in a budget and decision making when setting budgets. The session will give an overview of the budgeting process in the university and then focus in more detail on practical tools for day-to-day budgeting. Note: This session does not cover the detailed budgeting and rules relating to individual research grants. |
15:00 |
Tableau Drop In Sessions (via Teams)
[Places]
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 10 October
09:30 |
The session will look at more advanced formulas and macros using the recorder and VBA tools. The formulas covered in this course include SUMIF and COUNTIF which will allow the user to quickly summarise data. Macros will enable the user to automate tasks within excel. During this session, we will use the example of needing to analyse, sort, split and send data to specific email contacts. Users will be introduced to a series of macros to reduce this process to a few simple steps. The session will run on Teams and delegates must be able to access Excel during the session |
Friday 11 October
11:00 |
Tableau Drop In Sessions (via Teams)
[Places]
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)
[Places]
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 15 October
09:30 |
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. The course material will be split over 2 webinars on consecutive days |
15:00 |
Tableau Drop In Sessions (via Teams)
[Places]
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 16 October
09:30 |
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. The course material will be split over 2 webinars on consecutive days |
This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds. |
Thursday 17 October
09:30 |
This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds. |