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Financial Toolkit - All you need to know to get started

COURSE DETAILS

When:

  • Mon 9 Feb 2009 10.00am - 11.00am
  • Tue 17 Mar 2009 10.00am-11.00am
  • Tue 7 Apr 2009 10.00am-11.00am
  • Mon 11 May 2009 10.00am-11.00am
  • Tue 9 June 2009 10.00am-11.00am
  • Mon 20 July 2009 10.00am-11.00am
  • Tue 18 Aug 2009 10.00am-11.00am
  • Mon 14 Sept 2009 10.00am-11.00am
  • Mon 12 Oct 2009 10.00am-11.00am

Where:

OSDS Lovehouse

Seminar Room 2


COURSE OUTLINE - (Duration: 60 mins)

This workshop is essential to new staff or existing staff undertaking new roles in financials.

1. Learn to speak the language

  • “Financial” terminology used in UWA.

2. Understand the big picture

  • University Management Structure.
  • University Financial Reporting Structure.
  • Financial responsibilities of a Business Unit.

3. Your roles and responsibilities defined

  • Understanding your role.
  • The knowledge required to fulfil your role.

4. The tools you’ll be using

  • An introduction to the University’s Financial Systems.

5. More tools

  • Discover the other systems you may need to perform your role efficiently.

6. The only way you instruct Financial Services to work for you

  • Financial Forms

7. Understand the University policies and procedures

  • Finance Manual

8. It’s how you use it. Learn the efficient ways to use the University’s Chart of Accounts

  • Chart of Accounts/Account Listing

9. Key dates and datelines

  • Reporting Time Table

10. The Accountants

  • Teams within Financial Services

11. Yes, we will be there for you

  • Support

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