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Resource Planning Basics

Resource Planning Basics training will show you the right way to view your resources, cover the basics on how your resources are set, and explore what affects your resources. Topics include:

  • Why budgets matter in the General Fund and other fund groups
  • General tips on fiscal management
  • How to bridge the gap with your General Fund budget and cash resources
  • How fringe benefits and other campus-wide cost allocations work
  • In addition, you will have an opportunity to ask your resource questions and receive additional tools to further assist you in financial management and resource planning

These sessions will benefit faculty/staff that have a fiscal role and responsibility, employees who would like to understand how resources flow on the campus, and those who simply want to round out their knowledge on a particular fiscal topic.

These sessions are offered by the Budget Office and led by Budget Director Erika Smith. They will take place in the offices of Planning, Budget and Analysis. Advance registration is required due to small class size. If your area would like a special time, please contact the Budget Office to arrange it. They can also customize the session to suit your unit's particular circumstances. The training schedule appears in the table below. To register, please email or call Jan Baker at 492-8926.

March 19, 2013 Tuesday 10:00-11:30
March 20, 2013 Wednesday 1:00-2:30
April 8, 2013 Monday 10:00-11:30
April 11, 2013 Thursday 1:00-2:30

Last revision 08/14/13

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