财政办公室设计了一个 多部分培训计划 that focuses on the business practices needed by 预算 units. It is a series of classes designed to familiarize the campus community with the different aspects of the 财务办公室. Participants who complete all 要求 courses and pass the exam are awarded a 大学财务管理证书.
The intent of these classes is to ensure that employees have as much understanding of our complex system as possible, and employees may begin participating in the program any time during the year.
课程结构
There are four (4) 要求 sessions comprising details from seven (7) departments, with a review session offered to help employees prepare for the exam. Please note that you must attend all sessions before you may take the Capstone review and sit for the exam. Classes taken more than two years before the exam date must be retaken. 课程不需要按照特定的顺序上课.
培训材料
培训材料在每节课之前都会更新. Course attendees are responsible for printing their own copies of training materials, 因为课堂上不会提供. It is recommended that attendees print the Course Handout for classes, and use the "Textbooks" for each course as a reference as the textbooks are lengthy and very detailed.
注册课程
请注意:
- 分类, 每小时工资, and student employees must obtain supervisory permission prior to registering.
- 请包括你想参加的所有课程, 包括课程名称, CRN, 课程日期/时间, 和术语代码.
- A few days before class, you will receive an email reminder.
- 收银培训也提供滚动基础.
- 要取消注册，请联系阿曼达·邓拉普 adunlap@hebhgkq.com 还有48小时的培训课程.
2024年计划
七月至十二月
Please Note: All CUFM 培训s will take place via Zoom* for the Fall 2024 Semester, 包括顶点复习和考试.
*Zoom link available upon course registration leading up to each class offering.
| 类名 | 数量 | 一天 | 日期 | Time |
|---|---|---|---|---|
| 预算过程 & 管理 | ZUFM 1010 | 周三 | TBD | 9 a.m. ——中午 |
| 收银员 & 采购概述 | ZUFM 1020 | 周三 | TBD | 9 a.m. ——中午 |
| 应付账款: | ZUFM 1030 | 周三 | TBD | 9 a.m. ——中午 |
| 采用学生 & 工资 | ZUFM 1040 | 周三 | TBD | 9 a.m. ——中午 |
| 顶石审查 | ZUFM 1080 | 周三 | TBD | 9 a.m. ——中午 |
| CUFM考试 | ZUFM 1090 | 周三 | TBD | 9 a.m. ——中午 |
一月至六月
培训 will be postponed at this time and will resume in Fall 2024.
To be added to the Fall 2024 interest list and notified upon the release of the Fall 2024 training schedule, 请联系 阿曼达•邓拉普.
七月至十二月
Please Note: All CUFM 培训s will take place via Zoom* for the Fall 2024 Semester, 包括顶点复习和考试.
*Zoom link available upon course registration leading up to each class offering.
| 类名 | 数量 | 一天 | 日期 | Time |
|---|---|---|---|---|
| 预算过程 & 管理 | ZUFM 1010 | 周三 | TBD | 9 a.m. ——中午 |
| 收银员 & 采购概述 | ZUFM 1020 | 周三 | TBD | 9 a.m. ——中午 |
| 应付账款: | ZUFM 1030 | 周三 | TBD | 9 a.m. ——中午 |
| 采用学生 & 工资 | ZUFM 1040 | 周三 | TBD | 9 a.m. ——中午 |
| 顶石审查 | ZUFM 1080 | 周三 | TBD | 9 a.m. ——中午 |
| CUFM考试 | ZUFM 1090 | 周三 | TBD | 9 a.m. ——中午 |
一月至六月
培训 will be postponed at this time and will resume in Fall 2024.
To be added to the Fall 2024 interest list and notified upon the release of the Fall 2024 training schedule, 请联系 阿曼达•邓拉普.
课程 & 培训材料
If negotiating your way through the maze of paperwork 要求 to prepare your annual 预算 has you confused and intimidated, 这个研讨会是为你准备的. The session provides an overview of the University's annual 预算 development process which is done in two phases - the development phase and the documentation phase. The focus of this training helps participants understand the 预算 process and the materials used during the development process, 以及bet8体育娱乐入口的预算结构.
主题包括:
- 年度预算编制程序(两阶段)
- 基金/分类帐差异
- 权责发生制会计
- 制定新的预算
- 指定预算单位主任(BUD) & 芽的代表
- 芽的责任
- 预算管理的指引和工具
- 和更多的!
观众: 预算股主任和支助人员, and those individuals working to acquire the 大学财务管理证书
横幅金融 & 预算 培训材料 ►
If you collect money for the University or are interested in increasing your knowledge about such areas as listed below, 那么这个研讨会包含了你需要的信息:
- 核对背书程序
- 信用卡手续
- 现金报告
- 部门的存款
- 部门计费要求
As part of the Certificate in University 管理 Program, 我们提供主要采购主题的简要概述. Procurement 服务s also offers an extensive training in the University's procurement processes, 以及有针对性的eVA和e - receive培训, PCard, 合同管理, 和游. For more information on the 采购培训, please visit their 培训页面.
主题包括:
- 联邦预算限制
- 有关付款的部门职责
- 工人分类问题
- 如何确保及时付款
- 获取供应商编号
- 零用现金和小额业务费用报销
- 如何避免供应商付款延迟
- 如何研究未偿付票据
观众: 所有人员, especially those involved in monitoring departmental 预算s.
你知道你要去哪里吗, 报销率是多少啊, 或者如何报销你的旅行相关费用? 如果没有，这门课会帮助你!
主题包括:
- 概述英联邦的旅行规则
- 个人旅行者的责任
- 旅游发展
- 膳食及住宿限制
- 预先批准要求
- 要求报销
- 还有很多很多!
观众: 所有人员
日期: Chrome River training classes will be conducted via Zoom from 11 a.m. 至2024年下列日期中午十二时止:
- 1月. 18
- 2月. 15
- 3月21日
- 4月18日
- 5月16日
发送电子邮件至 travel@hebhgkq.com 加上您想参加的会议日期. A confirmation email will be sent once your request is reviewed.
Please contact your Travel Team Processor if there are any questions.
- Shantel Simmons - Monarch团队 stsimmon@hebhgkq.com
- 艾丽卡·帕雷德斯，狮蓝队 eparades@hebhgkq.com
- Sharon Kelly - Big Blue Team slkelly@hebhgkq.com
Curious about the 工资 Process for all types of employees? 付款问题或税务信息怎么办? 你们雇佣学生吗?, 研究生助理, 联邦工读学生, 或学生小时工? This class will help make clear all of the guidelines and requirements for each!
主题包括:
- 了解工资发放流程
- 达到工资状态所需的文书工作
- 电子人事行动表格(EPAFs)
- 网络时间输入(WTE)
- 人工工时表
- 主管/代理的责任
- 月度工资报表
- Different employee types to include all types of student employees (including student eligibility requirements)
- I-9和E-1S表格和填写
- 工资 topics specific to student employees (including continuing/terminating students, 财政年度转换, 等.)
观众: All personnel, especially those who hire or supervise student employees
虽然推荐，但这个会议不是 要求 for an individual to take the exam for the 大学财务管理证书. This session is only available to those who have completed all four (4) classes in the CUFM Program. 这是为考试做最后的准备和复习.
观众: Only those individuals who have completed all classes and are preparing for the CUFM exam
In preparation for the 顶石审查, please see the Practice Quizzes for each subject below.
The exam is only available to those who have completed all four (4) classes covering the seven (7) departmental topics in the CUFM Program. It is recommended that individuals attend the 顶石审查 session in order to prepare for the exam. Individuals who pass the exam with a minimum score of 70% will be awarded a 大学财务管理证书. Grades are released approximately two weeks after the exam, and certificates are mailed to the individual in their department.
观众: Only those individuals who have completed all classes in the CUFM Program within a 2-year period