UBI Finance 2.0 Office Hours Are Underway

Get to know UBI Finance 2.0

Thanks to everyone who has joined us for our UBI Finance 2.0 Office Hours sessions so far.

Over 125 folks have attended so far to get a walkthrough of the new app with Mark Anderson and the Business Intelligence Team.  The team guided the group through key features and answered questions along the way. Attendees were glad to see that the data they rely on is all still there, just with new visualizations, added detail, and a more user-friendly experience. 

At our last session, Jason Davis of Facilities Management voiced his appreciation for the new app:  "I've been here over 10 years, and this is the best reporting app I've seen, so congratulations.  This one's pretty good!"

The first few office hours sessions were designed to help users become familiar with the updated interface.  After this week, Tuesday sessions will be topic-specific, including:  

Date	Topic
August 5th	Understanding the Difference Between Financial and Managerial Reporting
August 12th	An Overview of Fund Types
August 19th	Sources & Uses Overview
August 26th	Accounting Views: Understanding Ledger Accounts, Income Statement and Balance Sheet Reporting
September 2nd	Understanding Fund Balance
September 9th	Payroll Reporting Overview: Actuals & Obligations
September 16th	Non-Payroll Obligations & Commitments
September 23rd	NACUBO Function Overview
September 30th	Deeper Dives into Data Analysis

We're also maintaining a resource site with videos, quick reference guides, and other helpful materials. We’ll keep adding resources and information as the summer progresses.

Visit the UBI 2.0 Resources here

Don’t forget: UBI Office Hours happen every Tuesday at 10:00 a.m. throughout the summer. They’re open to everyone, and they’re not just about support; they’re also a chance for you to share your ideas and help shape how UBI Finance 2.0 evolves.

Everyone is welcome. Join us using the link below:

UBI 2.0 Office Hours Meeting Link

We hope to see you at an upcoming session!