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Training

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Training & Presentations


Academic Financial Services offers several trainings and presentations for faculty and staff to help navigate Travel, Concur and other Financial Services processes.

Essential Tips & Tricks to Concur App Basics

Bring your cell phones! Ready, Set, Go!:

  • Download the Concur App for seamless travel management
  • Streamline Your Rides: Link your Uber & Lyft accounts directly to Concur for effortless transportation bookings
  • TripIt Integration: Organize your travel itinerary in one place with TripIt integration
  • Approve & Upload on the Go: Learn how to approve requests and upload receipts effortlessly via the app

Audience Type: All Employees

Time: 1.5 hours

Mastering Concur Travel: Expert Tips, Common Pitfalls, and Essential Checklists

Maximize your travel reconciliation efficiency with these game-changing strategies.

  • Spot the Common Pitfalls: Avoid the most frequently missed errors that can trip you up
  • Essential Checklist: Stay on track with a comprehensive, step-by-step reconciliation checklist

Audience Type: All Employees

Time: 1.5 hours

Mastering Concur P-Card Reconciliation

Get ready for the P-Card reconciliation training designed to help you save time, avoid costly mistakes, and stay organized and compliant.

  • Insider Tips: Unlock time-saving tricks to streamline your P-Card reconciliation process
  • Avoid Costly Mistakes: Learn how to catch the most common errors before they slow you down
  • Ultimate Checklist: Use this foolproof checklist to stay organized and compliant every time

Audience Type: All Employees

Time: 1.5 hours

Master Concur Travel and P-Card Reconciliation: The Ultimate Combo

This focused session delves into the dynamic duo of Concur Travel and P-Card Reconciliation, equipping participants with practical strategies to streamline travel and expense management.

Learn how to:

  • Simplify travel bookings while adhering to institutional policies
  • Master P-Card reconciliation to ensure accurate and efficient reporting
  • Leverage Concur tools to save time and minimize errors
  • Perfect for professionals who want to enhance their efficiency and stay ahead in financial and administrative processes. This course provides actionable insights you can apply immediately.

Audience Type: All Employees

Time: 1 hours

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Upcoming Trainings & Deadlines


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Previous Trainings


Explore our collection of previous training recordings and resources for CSUF Academic Financial Services. 

Online Learning Hub


Stay informed and enhance your knowledge with our comprehensive online resources. Our YouTube format provides you with the flexibility to learn at your own pace, anytime and anywhere. Dive into a wide range of topics and expand your horizons with ease.

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