Core Finance and Budget Courses

Core Finance and Budget Courses

Course NameCourse DescriptionFormatDuration 
Internal Controls at UC DavisThis course, aimed at any UC Davis employee managing university resources, teaches you what internal controls are and how UC Davis uses them. It highlights how internal controls should be used within each UC Davis department and unit.Online (eLearning)45 minLearn More
Recharge at UC DavisDesigned for units interested in starting a new recharge operation, this course provides guidance for analyzing the viability of a potential recharge operation and steps for calculating expenses and rates.Online (eLearning)35 minLearn More
Foundations of Financial Accounting and ReportingIntroduction to the basic accounting principles that guide the University’s financial policies and procedures.Online
(eLearning)
40 min

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Budget Concepts – Deploying Resources to Support Your PlansGain a deeper understanding of why we budget, what a budget is, how to determine the right level at which to plan, and how budgets support strategic plans and unit/program goals. Learn about a number of budget methods and models used in higher education and how they can be applied or understood in the context of your unit.Video60 minWatch Video
Accounting ConceptsIn this session, we review the basic accounting principles that guide the university’s financial policies and procedures. We also discuss GAAP, GASB, NACUBO, double entry accounting, and matching principles. Video36 min

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Budget Creation CycleIn this session, we used interactive scenarios to work collaboratively with colleagues from across the campus to identify, learn, and practice techniques for developing budget plans. This session emphasizes the influence of your environment, stakeholders, and decision makers in how a budget plan is developed and evaluated within the context of an organization.Video1hr 5 min

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Financial ReportingLearn about the financial statements and financial schedules produced by the university and how the work done across UC Davis supports this effort. In addition, learn about the fiscal close process and related timelines for units and the central office, as well as tips for getting ahead of this process to avoid the time crunch. In this session, we also spend some time understanding the composite benefit rate and the indirect cost rate and how this works at UC Davis.Video48 minWatch Video
Bringing Budget and Accounting TogetherLearn about how accounting concepts and budget concepts come together to support both financial planning and the analysis of financial outcomes. In this session, we also touch on Aggie Budget and the importance of KFS Organizations.Video33 minWatch Video

Controls & Accountability 

Fraud Awareness UC Davis is committed to responding to fraud risk through an institution-wide program of awareness, transparency, and training. Watch this brief video to learn more about ways to prevent, detect, and report suspected fraud.Video7 minWatch Video
 
Financial Management and ControlsLearn the definition of internal controls and how controls are an integral part of the financial operations of the university. In addition, receive an introduction to our ledger review system, including Analytical Ledger Review (ALR), Management Ledger Review (MLR), and Quarterly Ledger Review (QLR). In this session, we touch on internal and external audits and fiscal officer responsibilities and resources. Travel and entertainment best practices are also covered.Video1hr  51minWatch Video
 

Chart of Accounts

Chart of AccountsThis course provides an overview of the University's chart of accounts (COA) and the importance of the COA in financial processing and reporting. Online (eLearning)60 minLearn More

Cashier & Payment Solutions

Cash HandlingThis online module provides an overview of the policies and procedures for handling cash on campus and at UC Davis Health System.Online (eLearning)30 minLearn More
Credit Card TrainingThis PCI Security Awareness Training course is designed to familiarize university employees on the risks associated with credit card processing. As well as enhance your skills and knowledge to provide best practices in maintaining the security and safety of the university's payment card environment, cardholder data and Ecommerce.Online
(eLearning)
30 minLearn More