General Accounting

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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CU-Data Financial Statements

Learning Objective: This 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.

*IdentiKey login in required.

PeopleSoft Finance System

This training is designed to provide basic information for accessing and using the University of Colorado's PeopleSoft Finance system.

Learning Objectives

TrainingÌýincludes: Finance system navigation; ChartFields; Reporting; Journal entries. Current Finance system users who would like a refresher course are always welcome and encouraged to attend.

Accounting 101

The Accounting 101 series is designed for departmental administrators and staff who have accounting or financial responsibilitiesÌýbut limited accounting or bookkeeping training. Plan to attend all four (4) sessions to receive the full benefit of the cumulative content and credit for completing the course.ÌýAre youÌýinterested in this training? Let us know!

Learning Objectives

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

  • 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

Accounting 201

ThisÌýcourse will specifically focus on how accounting is managed at CU Boulder. 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 CU Boulder 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 CU Boulder-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 CU Boulder finance, this class will not coverÌýbasic accounting concepts.ÌýFor those more interested in accounting basics,ÌýAccounting 101, offered in the fall, may be more beneficial.

Training Schedule

  • 9-11:30 a.m.
  • February 11
  • April 8
  • June 10

Note:ÌýNo courses are offered in July due to fiscal year-end.

Presenters

  • Liz Spencer, Accounting Manager