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Financial Services Training Program

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Just Announced!

Spring 2025 Financial Services training program, designed specifically for CSUF employees. This comprehensive program will offer an opportunity to gain knowledge on university policies and procedures, helping you become successful at meeting your department goals and needs. 

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  • Training Program Highlights
  • Learn the ins and outs of financial services processes: Gain a deep understanding of the essential financial services processes and best practices. 
  • University Policies and Procedures: Get acquainted with the university's financial policies and procedures to ensure compliance and efficiency. 
  • Best Practices: Discover the best practices in financial management to enhance your department's performance. 
  • Hands-on Training: Participate in interactive sessions and practical exercises to apply your knowledge in real-world scenarios. 
  • Expert Instructors: Learn from experienced professionals and industry experts who will guide you through the training. 
  • Networking Opportunities: Connect with peers and colleagues to share insights and build a supportive community. 
  • Certificate of Achievement: Earn a certificate of achievement upon successful completion of the program, showcasing your professional growth. 
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Spring 2025 Course Catalog

 

Download Spring 2025 Course Catalog Printer-Friendly Version

Registration Instructions

  1. Complete the registration form  
  2. Select your desired course (one form per course)
  3. Fill in your details and indicate any prerequisite courses completed
  4. Submit the form.
  5. A separate confirmation email with event details will be provided once your registration form is received.  
  6. If course is by Zoom, complete the Zoom registration using your CSUF employee email.

After training, course completion will be verified, and a certificate will be emailed to you.

Course Map: courses are open to specific employees or "all employees," a prerequisite may be required for some courses, level indicates the target audience for the course (i.e. beginner (0-2 yesr of service), intermediate (2-5 years of service), advanced (more than 5 years of service), or all levels.

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Spring 2025 Training Calendar

  • Sun
  • Mon
  • Tue
  • Wed
  • Thu
  • Fri
  • Sat

TuesApr482025

10:00am - 11:00am

Division of Administration & Finance

10:00am - 11:00am

Division of Administration & Finance

10:00am - 11:00am

Join us for a Fraud Awareness training presented by the Chancellor's Office Audit and Advisory Services and CSUF Director of Audit Services and Coordination. This training is based on insights and common findings from investigations throughout the CSU system where individuals who review or approve various types of expenditures (e.g., travel and hospitality reimbursements or procurement card payments) may not have known what to look for or understood their role or responsibilities in the process.

Prerequisite: None required

Target Audience: All Employees

Experience Level: All Levels

Fraud Awareness Training

Division of Administration & Finance

AF-Financial Services

Tuesday, April 8, 2025

10:00am - 11:00am

Calendar Options

Register for training

bperez@fullerton.edu

Join us for a Fraud Awareness training presented by the Chancellor's Office Audit and Advisory Services and CSUF Director of Audit Services and Coordination. This training is based on insights and common findings from investigations throughout the CSU system where individuals who review or approve various types of expenditures (e.g., travel and hospitality reimbursements or procurement card payments) may not have known what to look for or understood their role or responsibilities in the process.

Prerequisite: None required

Target Audience: All Employees

Experience Level: All Levels

TuesApr4152025

9:00am - 10:00am

Resource Planning and Budget

9:00am - 10:00am

Resource Planning and Budget

9:00am - 10:00am

Enhance your budget planning skills! This course will discuss applied forecasting techniques to refine budget planning and how to use historical data, budget plans, capital project plans, and ERP support systems for analysis and decision support.

Prerequisite: None required

Target Audience: MPP, Resource Managers, Budget Officers

Experience Level: Intermediate (2-5 years of service)

Forecasting Techniques

Resource Planning and Budget

AF-Resource Planning & Budget

Tuesday, April 15, 2025

9:00am - 10:00am

Calendar Options

Register for training

bperez@fullerton.edu

Enhance your budget planning skills! This course will discuss applied forecasting techniques to refine budget planning and how to use historical data, budget plans, capital project plans, and ERP support systems for analysis and decision support.

Prerequisite: None required

Target Audience: MPP, Resource Managers, Budget Officers

Experience Level: Intermediate (2-5 years of service)

TuesApr4152025

2:00pm - 3:00pm

Resource Planning and Budget

2:00pm - 3:00pm

Resource Planning and Budget

2:00pm - 3:00pm

This course will discuss the importance of position budget and understanding personnel costs in a university budgeting. Additionally, it will explain the practical application of the budget management dashboard to help allocate budget by position.

Prerequisite: None required

Target Audience: MPP, Resource Managers, Budget Officers

Experience Level: Intermediate (2-5 years of service)

Understanding Position Budgeting

Resource Planning and Budget

AF-Resource Planning & Budget

Tuesday, April 15, 2025

2:00pm - 3:00pm

Calendar Options

Register for training

bperez@fullerton.edu

This course will discuss the importance of position budget and understanding personnel costs in a university budgeting. Additionally, it will explain the practical application of the budget management dashboard to help allocate budget by position.

Prerequisite: None required

Target Audience: MPP, Resource Managers, Budget Officers

Experience Level: Intermediate (2-5 years of service)

WedApr4162025

10:00am - 11:30am

Division of Administration & Finance

10:00am - 11:30am

Division of Administration & Finance

10:00am - 11:30am

This is designed to provide participants with understanding of selecting the most appropriate process for purchasing goods and services.

Prerequisite: None required

Target Audience: All Employees

Experience Level: All Lelels

Training: Purchasing Methods

Division of Administration & Finance

AF-Contracts & Procurement

Wednesday, April 16, 2025

10:00am - 11:30am

Calendar Options

Register for Training

triramos@fullerton.edu

This is designed to provide participants with understanding of selecting the most appropriate process for purchasing goods and services.

Prerequisite: None required

Target Audience: All Employees

Experience Level: All Lelels

WedApr4232025

10:00am - 11:00am

Division of Administration & Finance

10:00am - 11:00am

Division of Administration & Finance

10:00am - 11:00am

This course is designed to demonstrate how to reconcile P-Card transactions.

Prerequisite: None

Target Audience: All Employees

Experience Levels: All Levels

Training: P-Card Reconciliation

Division of Administration & Finance

AF-EBusiness

Wednesday, April 23, 2025

10:00am - 11:00am

Calendar Options

Register for Training

triramos@fullerton.edu

This course is designed to demonstrate how to reconcile P-Card transactions.

Prerequisite: None

Target Audience: All Employees

Experience Levels: All Levels

ThursApr4242025

3:30pm - 5:00pm

Division of Administration & Finance

3:30pm - 5:00pm

Division of Administration & Finance

3:30pm - 5:00pm

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

Prerequisite: P-Card Reconciliation

Target Audience: All Employees

Experience Level: All Levels

Training is in-person. Space is limited.

Training: Concur P-Card Reconciliation

Division of Administration & Finance

AF-Academic Financial Services

Thursday, April 24, 2025

3:30pm - 5:00pm

Calendar Options

Register for training

bperez@fullerton.edu

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

Prerequisite: P-Card Reconciliation

Target Audience: All Employees

Experience Level: All Levels

Training is in-person. Space is limited.

FriApr4252025

9:30am - 10:30am

Division of Administration & Finance

9:30am - 10:30am

Division of Administration & Finance

9:30am - 10:30am

Join Student Business Services for an in-depth presentation on 'Learn the Fundamentals of the Touchpoints between Student Financials and Student Records.' This session will cover the key interactions between financial and academic records, providing valuable insights for professionals looking to enhance their understanding of these systems.

Prerequisite: None required

Target Audience: All Employees

Experience Level: Beginner (0-2 years of service)

Student Financial & Student Records

Division of Administration & Finance

AF-Student Business Services

Friday, April 25, 2025

9:30am - 10:30am

Calendar Options

Register for training

bperez@fullerton.edu

Join Student Business Services for an in-depth presentation on 'Learn the Fundamentals of the Touchpoints between Student Financials and Student Records.' This session will cover the key interactions between financial and academic records, providing valuable insights for professionals looking to enhance their understanding of these systems.

Prerequisite: None required

Target Audience: All Employees

Experience Level: Beginner (0-2 years of service)

WedMay572025

10:00am - 11:30am

Division of Administration & Finance

10:00am - 11:30am

Division of Administration & Finance

10:00am - 11:30am

Understand direct and indirect cost allocation methods and principles, CSU Executive Order 1000 requirements and the methodology, timeliness and process for the annual campus cost allocation plan.

Prerequisite: None required

Target Audience: MPP, AVP, VP, Resource Managers, Budget Officers

Experience Level: Advanced (+5 years of service)

Cost Allocation Principles

Division of Administration & Finance

AF-Financial Services

Wednesday, May 7, 2025

10:00am - 11:30am

Calendar Options

Register for training

bperez@fullerton.edu

Understand direct and indirect cost allocation methods and principles, CSU Executive Order 1000 requirements and the methodology, timeliness and process for the annual campus cost allocation plan.

Prerequisite: None required

Target Audience: MPP, AVP, VP, Resource Managers, Budget Officers

Experience Level: Advanced (+5 years of service)

ThursMay582025

10:00am - 11:00am

Division of Administration & Finance

10:00am - 11:00am

Division of Administration & Finance

10:00am - 11:00am

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.

Prerequisite: Travel 101, P-Card Reconciliation

Target Audience: All Employees

Experience Level: All Levels

Training is in-person. Space is limited.

Training: Concur Travel & P-Card

Division of Administration & Finance

AF-Academic Financial Services

Thursday, May 8, 2025

10:00am - 11:00am

Calendar Options

Register for training

bperez@fullerton.edu

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.

Prerequisite: Travel 101, P-Card Reconciliation

Target Audience: All Employees

Experience Level: All Levels

Training is in-person. Space is limited.

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Training Resources

Access presentations, Q&A transcripts, and other valuable training materials here.

Finacial Services Drop-In Session

Discover insights from our Financial Services Drop-in Session on November 21, 2024.

Subscribe to @CSUF_FinancialServices 

Access our YouTube Channel for past training sessions, events, and more. Stay informed and enhance your knowledge with our comprehensive resources.

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Reach Out for Assistance

Guiding You Every Step of the Way

Caroline Lee

Financial Services

Sr. Director of Business Operations & Process Improvement

(657) 278-6707

Brenda Perez

Financial Services

Communications Program Specialist

(657) 278-4861

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