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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