Finance Training

[Germain Aguilera]

PerAppointment of political treasurers (N.C.G.S. 163-278.7(f)), every treasurer of a political committee shall participate in training as to the duties of the office within three months of appointment and at least once every four years thereafter. The State Board of Elections shall provide the training as to the duties of the office in person, through regional seminars, and through interactive electronic means. The treasurer may designate an assistant treasurer to participate in the training if one is named under subdivision (b)(9) of this section. The treasurer may choose to participate in training prior to each election in which the political committee is involved. All such training shall be free of charge to the treasurer and assistant treasurer.

Officers of Federal Committees that register with the North Carolina State Board of Elections are not required to complete the compliance training. Please contact the State Board of Elections at campaign....@ncsbe.gov for information about the requirements for Federal Committees registered with the FEC that may need to also register with our office.

The Continuous Improvement, Staff Development and Engagement team of the Service Center of Excellence offers various trainings and opportunities that foster career development and encourage success for UNC-Chapel Hill finance professionals. Click on the tabs below to discover various topics, view related training information and registration details.

Accounting ConnectCarolina Finance CPE for CPAs Excel TIM Other Unit Accounting System (UAS) Training ManualFundriver User GuideChartfield Structure 101 User GuideChartfield StringCampus Unit (CU) Finance LeadsAccounts to Object Codes ListInternal Controls TrainingsSelf-Audit Checklist for Business ManagersTop Five Self-Audit Reports for Campus Unit Finance Leads These instructor-led ConnectCarolina Finance training courses provide learners with the necessary information to begin working in the system. One or more of these trainings may be required to gain access to specific functionalities in ConnectCarolina. Please review Campus Finance Systems Access Request Form, Access Roles: Finance for Connect Carolina, or contact your Access Request Coordinator to determine what training should be completed.

LinkedIn Learning is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Through Carolina Talent My Learning, University employees can access courses that offer CPEs. When searching and viewing a LinkedIn Learning course, look for the CPE Sponsors/QAS logo.

Please visit the Travel & Expense Card webpage for training and resources.

Additional Finance TrainingTo view or register for additional finance related training developed specifically for University employees visit Carolina Talent Learning or ConnectCarolina User Information.

Training The Street is a global finance and business training provider passionate about teaching finance fundamentals and advanced topics. Our secret sauce is our experienced instructors mixed with industry-leading curriculum and a proven methodology. We use the latest learning science & technologies to enable success and make students desk-ready. Our vision is to inspire the next generation of professionals to change the world.

Training The Street leverages experienced instructors and a blend of learning methods to equip corporate & academic clients with a competitive advantage. Our real-world-focused curriculum, taught by instructors with proven track records, prepares students for desk-ready success from day one.

To request access to a Workday Finance Security Role, log in to Workday and choose System Access Requests. Not sure what training is required or recommended? Check out our Security Roles & Training list.

Below you'll find lists of the available training along with Quick Reference Guides and Course Slides (as they are made available). Access this Workday Financials Self-Paced Training Cheat Sheet for a summary of the content covered in each course and the security role(s) for whom each course is intended. The Cheat Sheet includes links to the courses and related course materials.

To schedule a meeting, please click on the link below that corresponds with the functional area and follow the instructions to schedule the meeting. You will receive an email confirmation immediately. Be sure to click on the button (in the confirmation email) to add the meeting to your calendar.

Training is generally guided by the requirements of your role, as directed by your business office or manager. To learn more about the systems and tools available to members of the Yale community, and to leverage them in your business or finance support role, please access the financial training resources on this page.

Financial training provides faculty and staff with the opportunity to acquire the tools and skills to fulfill their financial responsibilities accurately and efficiently. Offerings are designed to train University faculty and staff who work with financial systems and provide training in administrative information systems, including electronic forms and documents, as well as providing an understanding of and appreciation for fiscal responsibilities.

All instructor-led, hands-on application training sessions being delivered by the Financial Training Department (FTD) are being conducted in person. Individuals who register for a class will receive an email from the instructor the day prior to the class with instructions specific to that class.

The Financial Training Department prepares user guides, quick reference guides, and more for a wide variety of systems, including BEN Financials, Concur, the Penn Marketplace, Payroll Reallocation, and BEN Deposits.

Starting April 25, 2024 - Procurement & Contract Services will no longer mandate requisition entry training to gain access to Banner procurement screens located within the finance module. Instead, each university will be responsible for granting access to individuals who require it for their duties.

OFA offers weekly training and discussion to familiarize financial managers with the use of TOAD. The sessions emphasize the use of TOAD to explore data, create and modify queries, and customize outcomes to fit the needs of the analysis.

The Special Education Finance Section will host monthly calls on hot topics the first Tuesday of each month from 9:00-10:00. Each session will be recorded and posted on the table below along with the power point.

Interactive training modules are available to help you learn all aspects related to Special Education Finance. Enter the training website by clicking below. You will have the option to login/register and track your progress in completing all training modules.

On behalf of the finance community, welcome to Virginia Tech. We are excited to have you join our team. We want to ensure that you have all of the necessary resources for success in your new role. If you need any additional information regarding these opportunities please email fiscalt...@vt.edu.

Please let Accessible Technologies know if you need any reasonable accommodations to access the information for the class. If you need an alternative format of class materials, a screen magnifier, screen reader, speech input, or other assistive technology please let us know at least 2 weeks in advance to allow us time to ensure items are in place and configured correctly.

Financial Management is pleased to sponsor the Fiscal Training and Development Program aimed at providing progressive training and certifications for fiscal support staff and business managers within the university community.

Through this robust certificate program, participants will learn higher education financial concepts, policy navigation, compliance driven practices, operational procedures, business intelligence tools, and decision making skills. This certificate program provides comprehensive structure in ongoing professional development, an environment of continuous learning and sharing, and financial acumen.

This program is designed to support all new Virginia Tech fiscal staff through a required 60-day program to provide immediate exposure to basic information, build a network of contacts, and create a mindset of continuous learning and sharing through a curriculum focused on operations, critical concepts, compliance, collaboration, and integration of available technology.

Build an advanced level of collaboration and solution-sharing among fiscal employees while focusing on compliance driven practices, ethics, practical solutions, initiative, adaptability, and continuous learning and improvement.

Foster a shared sense of purpose and camaraderie while creating opportunities for like experiences and inclusive participation related to complex financial scenarios and decisions. Produce problem solvers who explore and recognize emerging compliance driven opportunities in the financial arena.

Deliver premier leaders with knowledge of advanced financial topics, hands-on practical experience across the campus community, skills to promote integrity and mentoring, and an in-depth understanding of the correlation between financial activities, units, and systems, while bridging the gap between theory, practice, and excellence.

Finance is composed of 10 departments to support university operations. Each one of these departments has a unique role in supporting the university's mission and strategic goals and objectives.The following programs are presented by the experts and are beneficial in learning your role in the finance department.

The mission of the Office of Budget and Financial Planning is to provide primary support to university leadership in identifying, obtaining, and allocating resources needed to achieve the university's mission and goals of the University Strategic Plan through sound budget and management practices, extensive financial planning that supports management decision-making, and the development of innovative solutions to challenging problems. The Office of Budget and Financial Planning is an inclusive workplace committed to promoting transparency, accountability, workforce diversity, collegiality and the use of resources in an efficient and effective manner

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