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X-ORIGINAL-URL:https://finance.utoronto.ca
X-WR-CALDESC:Events for Financial Services
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DTSTART;TZID=America/Toronto:20230706T093000
DTEND;TZID=America/Toronto:20230706T150000
DTSTAMP:20260419T071135
CREATED:20230427T203128Z
LAST-MODIFIED:20230427T203128Z
UID:18449-1688635800-1688655600@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-7-10/
LOCATION:Virtual Session – Adobe Connect
CATEGORIES:Courses,Standard Curriculum,Training
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BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230711T130000
DTEND;TZID=America/Toronto:20230711T163000
DTSTAMP:20260419T071135
CREATED:20230427T203249Z
LAST-MODIFIED:20230427T203249Z
UID:18451-1689080400-1689093000@finance.utoronto.ca
SUMMARY:Basic Funds Management Reporting (Course 8)
DESCRIPTION:Location: Virtual Training Session\nDuration: 3 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-8-10/
LOCATION:Virtual Session – Adobe Connect
CATEGORIES:Courses,Standard Curriculum,Training
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230712T090000
DTEND;TZID=America/Toronto:20230712T120000
DTSTAMP:20260419T071135
CREATED:20230427T203657Z
LAST-MODIFIED:20230706T194908Z
UID:18455-1689152400-1689163200@finance.utoronto.ca
SUMMARY:Basic Controlling Reporting (Course 9)
DESCRIPTION:Location: Virtual Training Session\nDuration: 3 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-9-11/
LOCATION:Virtual Session – Adobe Connect
CATEGORIES:Courses,Standard Curriculum,Training
ORGANIZER;CN="Rames Paramsothy":MAILTO:rames.paramsothy@utoronto.ca
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BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230719T133000
DTEND;TZID=America/Toronto:20230719T153000
DTSTAMP:20260419T071135
CREATED:20230427T203514Z
LAST-MODIFIED:20230427T203514Z
UID:18453-1689773400-1689780600@finance.utoronto.ca
SUMMARY:Reconciling and Reviewing Month End Statements
DESCRIPTION:Location: Virtual Training Session\nDuration: 2 hours\nFormat: Lecture + Demonstration. \nMaterial \nThe university policy requires that all departments reconcile their actual transaction with their Statement of Accounts on a monthly basis. This ensures that all transactions are completely/accurately recorded in FIS. This course walks you through the university’s month-end reconciliation policy\, guidelines and management reports. \nTopics include: \n\nUniversity month-end reconciliation policy\nStep-by-step walk-through of the monthly reconciliation process\nMonth-end reconciliation reports (e.g.\, Statement of Accounts\, Payroll Distribution Report)\n\nPrior to attending this course\, it is highly recommended that you complete the following Standard Curriculum courses: \n\nFIS Overview\nBasic Funds Management (FM) Reporting\nBasic Controlling (CO) Reporting\n\n\nClick Here to REGISTER
URL:https://finance.utoronto.ca/event/reconciling-and-reviewing-month-end-statements-13/
LOCATION:Virtual Session – Adobe Connect
CATEGORIES:Courses,Reporting,Training,Workshops
ORGANIZER;CN="Rames Paramsothy":MAILTO:rames.paramsothy@utoronto.ca
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230726T120000
DTEND;TZID=America/Toronto:20230726T130000
DTSTAMP:20260419T071135
CREATED:20230628T203940Z
LAST-MODIFIED:20230705T140451Z
UID:18729-1690372800-1690376400@finance.utoronto.ca
SUMMARY:FAST Monthly Lunch & Learn
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\, July 26th (12pm – 1pm) via MS Teams\, and will cover: \nManaging Departmental Subordinate Bank Accounts \n\nWhat is a Subordinate Bank Account\nHow to Open Subordinate Bank Accounts\nHow Deposits/Payments are Cleared in Subordinate Bank Accounts\nWhat are your departmental responsibilities over Subordinate Bank Accounts\nReconciling Subordinate Bank Accounts\nWho to Contact for Support\n\nClick here to download and save the MS Teams invite. To go directly to the presentation on July 26th\, click here. \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/fast-monthly-lunch-learn-3/
LOCATION:MS Teams
CATEGORIES:Courses,FAST Lunch and Learn,Training,Workshops
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20230727T130000
DTEND;TZID=America/Toronto:20230727T163000
DTSTAMP:20260419T071135
CREATED:20230628T194803Z
LAST-MODIFIED:20230628T194803Z
UID:18700-1690462800-1690475400@finance.utoronto.ca
SUMMARY:FIS Overview (Course 1)
DESCRIPTION:Location: Virtual Training Session\nDuration: 3.5 hours\n\n\n\nFormat: Lecture + Demonstrations\nCourse Material \nThis course provides a basic understanding of how Financial Information Systems (FIS) is used to facilitate administrative financial management while introducing common terms and concepts used in FIS. This is the prerequisite for all new FIS users. \nTopics include:\n\nIntroduction to common terms and concepts used in FIS\nUnderstanding the big picture of Funds Management and Controlling within the FIS system\nOverview of types of master data in Funds Management and Controlling\nOverview of Funds Management and Controlling hierarchies including Commitment Items\, Cost Elements\, Funds Centers\, Cost Centers and Internal Orders.\n\n  \n\nClick here to REGISTER
URL:https://finance.utoronto.ca/event/fis-overview-course-1-13/
LOCATION:Virtual Session – Adobe Connect
CATEGORIES:Courses,Standard Curriculum,Training
ORGANIZER;CN="Rames Paramsothy":MAILTO:rames.paramsothy@utoronto.ca
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