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Certificate in University Financial Management

The Office of Finance has designed a multi-section training program that focuses on the business practices needed by budget units. It is a series of classes designed to familiarize the campus community with the different aspects of the Office of Finance. The intent of these classes is to ensure that employees have as much understanding of our complex system as possible. There are seven (7) required sessions with a review session offered to help employees prepare for the exam.

Please note that you must attend all sessions before you may take the Capstone review and sit for the exam.

Employees may begin participating in the program any time during the year. All classes, including the review session and exam, are offered twice yearly . Participants who complete all required courses and pass the exam are awarded a Certificate in University Financial Management.

Please call Kathie Parker, Communications and Training Coordinator in the Office of Finance at 683-3267 for more information.

REGISTRATION INFORMATION - Registration is done via an on-line form. Classified employees are required to obtain supervisory permission prior to completing the on-line form.  Once the registration is received by Human Resources, you will receive a confirming e-mail from Human Resources.  A few days prior to class, Kathie Parker will send a reminder e-mail.

NOTE REGARDING TRAINING MATERIALS - Training materials are updated prior to each class session. Before printing training materials for a session, be sure that the date on the link to the training materials shows a revised date.

Course Offerings
A Guide to the Budget Process
Budget Management and Financial Reporting
Dealing With Payments  (Cashiering)
Accounts Payable, Part 1: Travel
Accounts Payable, Part 2: Payments
Employing Students
Payroll
Capstone
Certification Exam
Registration Form
BUDGET MANAGEMENT AND FINANCIAL REPORTING

Topics include interpreting and understanding the information posted in Banner Finance, moving money by IDT or IAT, and solving problems. Learn about Banner forms and different transactions that are used to help keep departmental budgets balanced. You will learn how to interpret and monitor your budget and possible ways to avoid problems. This program will be co-facilitated by Kathie Parker and James Duffy, Associate University Budget Officer.

Audience: All Personnel
Date: Thursday, November 5, 2009
Time: 9:00 a.m. - 12:00 p.m.
Location: Webb Center, Hampton/Newport News Room

Please Click Here To Access/Print The Course Booklet, November 5, 2009.