General Accounting Training

From accounting basics to advanced financial training, the Campus Controller's OfficeÌýoffers a wide range of general and customized courses to fit your needs.

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ÌýÌýCU-Data Financial Statements

Learning Objectives: This online, asynchronous course provides you with the essential skills to confidently navigate the CU-Data reporting system and extract critical financial insights. You'll learn to access and interpret key m-Fin reports, including Speedtype Summary, Operating Summary, and Financial Detail.

  • Maximize your learning by actively participating: Generate reports using your own department's speedtypes to apply these skills directly to your daily responsibilities.
  • Enhance your retention: Use a notebook to record Knowledge Check questions, answer them as you progress, and then reveal (by highlighting the text) and review your results.

ÌýÌýPeopleSoft Finance System: Beyond the Basics

New look and format! We have transitioned from our live virtual class to a fully online, self-paced learning experience, making it easier than ever to fit training into your schedule. The course is available anytime, allowing you to learn at your own pace and revisit content whenever you need a refresher.

Learning Objectives: In part one, you'll gain a better understanding of the financial landscape of ÃÛÌÒ´«Ã½Æƽâ°æÏÂÔØ. In part two, you'll follow along in the test environment to access and use the PeopleSoft finance system.

✅ÌýIn Part 2, Practice in a PeopleSoft Test Environment
Want hands-on experience before working in the live system? You can request access to a PeopleSoft test environment where you can practice and build confidence using the system.

✅ Earn HCM Credit on Your Schedule
Complete the online course and demonstrate your knowledge by passing two course quizzes. Once completed, you'll receive training credit in HCM.

ÌýÌýAccounting 101

Are you responsible for your department’s business activities but have never taken an accounting or bookkeeping class? Do you wish someone could show you the basics of accounting? Would you like an accounting or bookkeeping refresher course?

Accounting 101 is basic training designed for departmental administrators and staff who have accounting or financial responsibilities, but limited accounting or bookkeeping training. It can also be an accounting refresher course.

This class covers the following concepts and how they fit into the university environment:ÌýÌý

  • assets, liabilities, owner’s equity, revenue and expenses
  • accrual vs. cash basis of accounting
  • debits and credits
  • the Accounting Equation
  • balance sheet and income statement

ÌýÌýAccounting 201

ThisÌýcourse will specifically focus on how accounting is managed at ÃÛÌÒ´«Ã½Æƽâ°æÏÂÔØ. In addition, GAAP accounting concepts will be reviewed.ÌýAre youÌýinterested in this training? Let us know!

Learning Objectives

In this course, our area accountants will:

  • CoverÌýrevenues and expenses, liabilities, and assets
  • Provide an overview regarding ÃÛÌÒ´«Ã½Æƽâ°æÏÂÔØ financial oversight
  • Review CU financial statements.
  • Address how the fund types are differentiated
  • Discuss what revenues and expenses can be recorded in our respective fundsÌý

This class will also cover ÃÛÌÒ´«Ã½Æƽâ°æÏÂÔØ-specific policies, such as sensitive expenses, gift cards, donations, purchase of alcoholÌýand other topics.ÌýÌý

There are no prerequisites for the class, and while the content will be applicable to anyone involved with ÃÛÌÒ´«Ã½Æƽâ°æÏÂÔØ finance, this class will not coverÌýbasic accounting concepts.ÌýFor those more interested in accounting basics,ÌýAccounting 101, may be more beneficial.

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