Listed below are upcoming courses, workshops, labs, and
Brown Bag Sessions for April, May, and June 2017!
We hope you will take advantage of these professional
development opportunities for finance professionals. Descriptions of the
classes, as well as links to enroll via Employee Self-Service are available
from the Events section on the Finance Outreach and Compliance
website at http://foc.virginia.edu/.
Brown Bag Sessions
- Year-end Purchasing Procedures
It’s that time of
the year! Find out what you need to do to be ready for Fiscal Year-end. A
representative from Procurement and Supplier Diversity Services will review the
scheduled dates and what departments should be doing to prepare.
- April 12, 12:00-2:00
- Presented by Linda Mayo and Charles Kidd, Procurement
and Supplier Diversity Services - Carruthers Hall, Carr-1/Carr-2
·
Using UBI: Tips and Tricks (2 Sessions)
o Thursday,
April 20, 12:00-2:00 and Wednesday, June 28, 12:00-2:00
o Presented
by Ashley Bagby, Managerial Reporting Project
o Bavaro
Hall, Holloway Hall Auditorium (room 116)
·
Using America To Go
Do you order food
for business lunches or events for your department? Do you use or plan to use
America To Go? If so, join us for this session where representatives from
America To Go and Procurement and Supplier Diversity Services will provide an
overview of the America To Go catalog; ordering tips and tricks, including how
to place custom orders, how to utilize the America To Go system to set up multiple
catering events, and tips on developing strategic relationship with caterers,
and how to look up SWaM vendors. You will also learn about the tax benefits of
using America To Go and have the opportunity to ask questions about using
America To Go.
o
May 3, 12:00-2:00
o
Presented by Vivian Bordon, America To Go
o
Carruthers Hall, Carr-1/Carr-2
- The Steps of Change
Despite
the fact that we're constantly faced with change, most of us spend our time
fighting or ignoring it. In this workshop, we'll learn about the stages
everyone goes through when experiencing change and what is needed to
successfully navigate these changes.
- May 10, 12:00-2:00
- Presented by Theran Fisher, Center for Leadership
Excellence - Bavaro Hall, Holloway Hall Auditorium (room 116)
·
ExpenseUVA: Overview and Demo
In April 2017, the University implemented ExpenseUVA, a new
expense management system. In this session you will have the opportunity to see
a demo of the system, learn about best practices for reporting both travel and
non-travel expenses, and ask questions.
o
June 14, 12:00-2:00
o
Carruthers Hall, Carr-1/Carr-2
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.
- April 10, 1:30-4:30 (New date!)
- April 25, 1:30-4:30
- May 9, 1:30-4:30
- May 23, 1:30-4:30
- June 15, 1:30-4:30
- June 27, 1:30-4:30
- All sessions are held in Carruthers Hall, Conference
Room 2
- Mastering Account Reconciliations
This course is designed to navigate
the expenditure reconciliation process at the University of Virginia using
Recon@ UVA. In this course, we discuss how to comply with policy and procedure
to accurately complete your monthly expenditure reconciliations. This course
will be most useful for UVA Staff and Faculty who prepare, review, and approve
expenditure reconciliations.
- May 11, 1:30-4:00
- Carruthers Hall, Conference Room 2
- General Ledger Revenue Reconciliations Workshop
This
course will provide guidance in performing revenue reconciliations at the
University of Virginia and understanding the requirements. In this course, we discuss
how to comply with policy and procedure to accurately complete your monthly
revenue reconciliations.
- June 1, 1:30-4:00 (New date!)
- Carruthers Hall, Conference Room 2
- TravelUVA: Lab
Do you
need help with Concur, UVA’s new travel booking system? During this lab, you
will be able to practice, ask questions and even log into the live system and
book upcoming travel with the help of travel experts from Procurement and
Supplier Diversity Services. The lab has an open format – come any time during
the session and stay as long as you like. Please enroll in a class so that they
are not overbooked.
- April 12, 9:00-10:30
- May 18, 2:00-3:30
- June 15, 9:00-10:30
- All sessions listed above will be held in Michie
North, room 219
·
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.
o
Multiple sessions will be offered beginning
April 18, 2017
o
Most sessions will be held at 2400 Old Ivy Road,
room 136; several sessions at Michie North, room 219; several sessions at
Mechanical Engineering, room 215.
o
For immediate training and help, please refer to
the online training Expense
Management System - Online Training
As always, if you have any questions, suggestions, or need
to discuss training needs, please contact foc-training@virginia.edu.
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