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X-WR-CALDESC:Events for Financial Services
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DTSTART;TZID=America/Toronto:20240207T093000
DTEND;TZID=America/Toronto:20240207T153000
DTSTAMP:20260422T130336
CREATED:20231219T202542Z
LAST-MODIFIED:20231219T202542Z
UID:19637-1707298200-1707319800@finance.utoronto.ca
SUMMARY:Logistics Part 1: Purchase Requisitions (Course 6)
DESCRIPTION:Location: Virtual Training Session\nDuration: 5.5 hours\nFormat: Lecture\, Demonstrations + Hands-on Practice Activities \nCourse Material \nThis course is designed for all Financial Information Systems (FIS) users who will be processing Purchase Orders (PO) and have completed the first 5 courses in the Standard Curriculum. Specifically\, this course provides an overview of the differences between a Purchase Order (PO) and a Purchase Requisition (PR) and how to process each in FIS. \nTopics include:\n\nReview of the Purchasing Cycle at the University\nWhat are PRs and POs\nWhen are PRs and POs required\nCreating\, changing and deleting POs\n\nPrior to taking this course\, review the following supporting document to get a overview of the Purchasing Cycle: \n\nThe Purchasing Cycle at the University\n\n\nClick Here to REGISTER
URL:https://finance.utoronto.ca/event/logistics-part-1-purchase-requisitions-course-6/
LOCATION:Virtual Session – Adobe Connect
CATEGORIES:Standard Curriculum,Training
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20240208T100000
DTEND;TZID=America/Toronto:20240208T110000
DTSTAMP:20260422T130336
CREATED:20240126T154121Z
LAST-MODIFIED:20240126T202445Z
UID:19848-1707386400-1707390000@finance.utoronto.ca
SUMMARY:University of Toronto Payment Fraud Webinar - Presented by Convera
DESCRIPTION:The webinar is an opportunity for universities to learn about fraud protections that Convera offers\, including best practices on how they can protect themselves and students from payment fraud. Every year thousands of students are targeted by fraudsters\, creating an urgent need for awareness of this risk and proactive measures that both universities and financial institutions should take to reduce these numbers. We will look at the impact of tuition fraud\, how student tuition fraud occurs\, and what universities can do to protect the students. We will also provide an overview of the system controls Convera uses and protections that we offer to prevent and mitigate the risk of tuition fraud\, as well as other fraud typologies to which universities may be vulnerable. \n  \nREGISTER \n  \n 
URL:https://finance.utoronto.ca/event/university-of-toronto-payment-fraud-webinar-presented-by-convera/
LOCATION:MS Teams
CATEGORIES:Information Sessions,Training,Workshops
ORGANIZER;CN="Rames Paramsothy":MAILTO:rames.paramsothy@utoronto.ca
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20240214T093000
DTEND;TZID=America/Toronto:20240214T153000
DTSTAMP:20260422T130336
CREATED:20231219T202739Z
LAST-MODIFIED:20231219T202739Z
UID:19639-1707903000-1707924600@finance.utoronto.ca
SUMMARY:Logistics Part 2: Goods Receipts & Invoice Receipts (Course 7)
DESCRIPTION:Location: Virtual Training Session\nDuration: 5.5 hours\nFormat: Lecture\, Demonstrations + Hands-on Practice Activities\nCourse Material \nThis course is designed for all Financial Information Systems (FIS) users who will be processing Purchase Orders (PO) and have completed the Logistics Part 1 course as part of the Standard Curriculum. Specifically\, it provides an overview of Goods Receipts (GR) and Invoice Receipts (IR)\, how and when to process them and making adjustments to each when necessary. \nTopics include:\n\nUnderstanding the receiving process\nCreating\, changing and reversing GRs and IRs in FIS\nReturning goods to the vendors\nTracking GRs in departmental accounts\nProcessing adjustments to IRs (e.g.\, Stop Payments\, IR Reversals and Credit Memos)\n\nPrior to taking this course\, review the following supporting document to get a overview of the Purchasing Cycle: \n\nThe Purchasing Cycle at the University\n\n\nClick Here to REGISTER
URL:https://finance.utoronto.ca/event/logistics-part-2-goods-receipts-invoice-receipts-course-7-14/
LOCATION:Virtual Session – Adobe Connect
CATEGORIES:Standard Curriculum,Training
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20240221T140000
DTEND;TZID=America/Toronto:20240221T163000
DTSTAMP:20260422T130336
CREATED:20231219T202926Z
LAST-MODIFIED:20240220T164644Z
UID:19641-1708524000-1708533000@finance.utoronto.ca
SUMMARY:Basic Funds Management Reporting (Course 8)
DESCRIPTION:Location: Virtual Training Session\nDuration: 2.5 hours\nFormat: Lecture + Demonstrations\nCourse Material \nThis course is designed for new Financial Information Systems (FIS) users\, and provides an overview of Funds Management (FM) reports. \nTopics include:\n\nThe purpose of Funds Management (FM) reporting\nCommon FM reports and their features\nDetermining the right FM reports for your needs\nFeatures common FM reports\n\nThe FIS Overview is a pre-requisite for this course. \n\nClick Here to REGISTER
URL:https://finance.utoronto.ca/event/basic-funds-management-reporting-course-8-14/
LOCATION:Virtual Session – Adobe Connect
CATEGORIES:Reporting,Standard Curriculum,Training
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20240222T100000
DTEND;TZID=America/Toronto:20240222T120000
DTSTAMP:20260422T130336
CREATED:20240214T212607Z
LAST-MODIFIED:20240214T212607Z
UID:19912-1708596000-1708603200@finance.utoronto.ca
SUMMARY:Updating CO Plans for Operating Budgets
DESCRIPTION:Location: Virtual Training Session\nDuration: 2 hours\nFormat: Lecture\, Demonstration + Hands-on Practice Activity \nWorkshop Material \nControlling (CO) plans enable you track actual spending as compared to planned spending for a particular Fund Center. Once they are created and loaded into the corresponding operating budget\, they are often updated throughout the fiscal year. \nThis workshop guides you through the importance of updating CO Plans\, how to update plans and useful troubleshooting tips to help you along the way. \nTopics include: \n\nWhy it’s important to update CO plans throughout the year\nUsing a Linking Table to load Original budget\nHow to enter or update CO plans in FIS\nUnderstanding the Budget to Plans Reconciliation Report\n\nPrior to attending this course\, it is highly recommended that you complete the following FIS Standard Curriculum course: \n\nFIS Overview\nBasic Controlling (CO) Reporting\n\nPrior to attending this course\, it is highly recommended that you complete the FIS Standard Curriculum. \n\nREGISTER 
URL:https://finance.utoronto.ca/event/updating-co-plans-for-operating-budgets-12/
LOCATION:Virtual Session – Adobe Connect
CATEGORIES:Courses,Training,Workshops
ORGANIZER;CN="Rames Paramsothy":MAILTO:rames.paramsothy@utoronto.ca
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20240222T140000
DTEND;TZID=America/Toronto:20240222T160000
DTSTAMP:20260422T130336
CREATED:20240215T212922Z
LAST-MODIFIED:20240215T212922Z
UID:19916-1708610400-1708617600@finance.utoronto.ca
SUMMARY:Updating CO Plans for Operating Budgets
DESCRIPTION:Location: Virtual Training Session\nDuration: 2 hours\nFormat: Lecture\, Demonstration + Hands-on Practice Activity \nWorkshop Material \nControlling (CO) plans enable you track actual spending as compared to planned spending for a particular Fund Center. Once they are created and loaded into the corresponding operating budget\, they are often updated throughout the fiscal year. \nThis workshop guides you through the importance of updating CO Plans\, how to update plans and useful troubleshooting tips to help you along the way. \nTopics include: \n\nWhy it’s important to update CO plans throughout the year\nUsing a Linking Table to load Original budget\nHow to enter or update CO plans in FIS\nUnderstanding the Budget to Plans Reconciliation Report\n\nPrior to attending this course\, it is highly recommended that you complete the following FIS Standard Curriculum course: \n\nFIS Overview\nBasic Controlling (CO) Reporting\n\nPrior to attending this course\, it is highly recommended that you complete the FIS Standard Curriculum. \n\nREGISTER 
URL:https://finance.utoronto.ca/event/updating-co-plans-for-operating-budgets-14/
LOCATION:Virtual Session – Adobe Connect
CATEGORIES:Courses,Training,Workshops
ORGANIZER;CN="Rames Paramsothy":MAILTO:rames.paramsothy@utoronto.ca
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20240223T100000
DTEND;TZID=America/Toronto:20240223T123000
DTSTAMP:20260422T130336
CREATED:20231219T203115Z
LAST-MODIFIED:20231219T203115Z
UID:19643-1708682400-1708691400@finance.utoronto.ca
SUMMARY:Basic Controlling Reporting (Course 9)
DESCRIPTION:Location: Virtual Training Session\nDuration: 2 hours\nFormat: Lecture + Demonstrations\nCourse Material \nThis course is designed for new and experienced Financial Information Systems (FIS) users and provides an overview of some commonly used Controlling reports. Specifically\, the course introduces commonly used Controlling (CO) reports\, the characteristics and functions of each report\, and how to interpret each reports’ output data. \nTopics include:\n\nCommon Controlling (CO) reports and their features\nIdentifying the budget a financial transaction was posted to\nComparing plan to actual financial activity\nIdentifying outstanding Commitments against Cost Centers / Internal Orders\n\nPrior to attending this course it is required that you attend the FIS Overview. \n\nClick Here to REGISTER
URL:https://finance.utoronto.ca/event/basic-controlling-reporting-course-9-15/
LOCATION:Virtual Session – Adobe Connect
CATEGORIES:Reporting,Standard Curriculum,Training
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20240228T120000
DTEND;TZID=America/Toronto:20240228T120000
DTSTAMP:20260422T130336
CREATED:20240131T204341Z
LAST-MODIFIED:20240226T185651Z
UID:19874-1709121600-1709121600@finance.utoronto.ca
SUMMARY:Lunch & Learn - February 2024 - Trust Fund Accounting\, Policy and Reporting
DESCRIPTION:  \nThe FAST team hosts a series of short (30 – 45 minute) virtual presentations on topics of interest for financial administrators at all levels. \nAll sessions will be recorded and presented by FAST\, and often in collaboration with other units. There is no registration required. \nThis month’s session will be held on Wednesday\, February 28th (12pm – 1pm) via MS Teams\, and will be presented by the F.A.S.T Team. \nTopic: Trust Fund Accounting\, Policy and Reporting \nThis Lunch and Learn session will define what Trust Funds/endowments are\, policies and FIS reports that can be used to manage Trust Funds. \nTopics include: \n\nWhat are Trust Funds?\nHow to establish Trust Funds?\nTrust Fund Budgets – Endowed vs Expendable\nReporting on Trust Funds in FIS\n\nClick here to download and save the MS Teams invite. \nTo join the session directly on February 28th\, click this link. \nHave any ideas for topics we could cover? Take a few minutes to COMPLETE THIS SURVEY to submit your ideas for future topics. \nIf you have any questions\, please contact rames.paramsothy@utoronto.ca.
URL:https://finance.utoronto.ca/event/lunch-learn-february-2024-trust-fund-accounting-and-reporting/
LOCATION:MS Teams
CATEGORIES:FAST Lunch and Learn,Information Sessions,Training,Workshops
ORGANIZER;CN="Rames Paramsothy":MAILTO:rames.paramsothy@utoronto.ca
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20240229T140000
DTEND;TZID=America/Toronto:20240229T160000
DTSTAMP:20260422T130336
CREATED:20240215T213045Z
LAST-MODIFIED:20240215T213045Z
UID:19918-1709215200-1709222400@finance.utoronto.ca
SUMMARY:Updating CO Plans for Operating Budgets
DESCRIPTION:Location: Virtual Training Session\nDuration: 2 hours\nFormat: Lecture\, Demonstration + Hands-on Practice Activity \nWorkshop Material \nControlling (CO) plans enable you track actual spending as compared to planned spending for a particular Fund Center. Once they are created and loaded into the corresponding operating budget\, they are often updated throughout the fiscal year. \nThis workshop guides you through the importance of updating CO Plans\, how to update plans and useful troubleshooting tips to help you along the way. \nTopics include: \n\nWhy it’s important to update CO plans throughout the year\nUsing a Linking Table to load Original budget\nHow to enter or update CO plans in FIS\nUnderstanding the Budget to Plans Reconciliation Report\n\nPrior to attending this course\, it is highly recommended that you complete the following FIS Standard Curriculum course: \n\nFIS Overview\nBasic Controlling (CO) Reporting\n\nPrior to attending this course\, it is highly recommended that you complete the FIS Standard Curriculum. \n\nREGISTER 
URL:https://finance.utoronto.ca/event/updating-co-plans-for-operating-budgets-15/
LOCATION:Virtual Session – Adobe Connect
CATEGORIES:Courses,Training,Workshops
ORGANIZER;CN="Rames Paramsothy":MAILTO:rames.paramsothy@utoronto.ca
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