Friday, September 29, 2017

Upcoming Training: October through December

Finance Outreach and Compliance hopes you will take advantage of these professional development opportunities for finance professionals. Links to enroll via Employee Self-Service are available from the Events section on the Finance Outreach and Compliance website at

Brown Bag Sessions

Using the UBI Community

The UBI Community is the best resource to get your questions answer, get help with using UBI, and share your suggestions and ideas. In this session you will earn how to get the most out of being part of the UBI Community!

Tuesday, November 7, 12:00-1:30
Presented by Danielle Hancock, FOC, and Christopher Birkl and Matt Douglas, MRP
Carruthers Hall, Conference rooms 1 and 2
Complimentary tasting offered by Mezeh Mediterranean Grill

Courses, Workshops, and Labs

Finance Fundamentals

What is UVA’s mission? What is the Code of Ethics and why is it important? What is the organizational structure of UVA and where do you fit in? What is a PTAEO? What are the sources of revenue at UVA and how are funds processed? What do you need to know about internal controls, and what are some best practices to follow? In this class you will get answers to these questions and more, as well as have an opportunity to interact and network with other administrative professionals. This class is a required course for access to the finance applications in the Integrated System, but is also open to anyone who wants to learn about UVA’s financial operations.

November 14, 1:30-4:30
November 28, 1:30-4:30
December 12, 1:30-4:30
All sessions are held in Carruthers Hall, Conference room 2

Reconciling Expenditures in Recon@UVA (formerly Mastering Account Reconciliations)

All departments spend money, whether it is for office supplies, equipment, or personnel. It is important to reconcile these purchases each month to maintain strong internal control standards. This course is designed to help UVA staff and faculty who prepare, review and approve expenditure reconciliations navigate these processes in the Recon@UVA system. We will discuss how to accurately complete monthly expenditure reconciliations for transactions that occur in the Integrated System’s Grants Management (GM) module in compliance with UVA policy and procedures.

November 9, 1:30-4:00
Carruthers Hall, Carr-2

ExpenseUVA: Lab

Do you need help with UVA's new expense management system, ExpenseUVA? During this lab, you will be able to log into the live system and submit expense reports help from the UVAFinance team. You will also learn where to go for resources and help. IMPORTANT: This class is a lab where you can come for help with entering actual expenses, and is not intended to replace the online training. Please complete the Expense Management System - Online Training prior to attending the lab and bring your work with you. Please arrive at the stated time of the class and then stay as long as you like. For immediate training and help, please refer to the online training Expense Management System - Online Training 

November 16, 1:00-3:00 pm
December 14, 9:00-11:00 am
All sessions held at 2400 Old Ivy Road, room 136

If you have any questions, suggestions, or need to discuss training needs, please contact us at Please check out our training pages at

Feel free to share this information to other colleagues, and managers, please forward to your staff. Looking forward to seeing you soon!

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