Training

Our core curriculum is focused on CU's major financial systems and includes information on how to manage CU's funds, donations, gifts or expenses. We invite you to attend classroom courses, watch how-to videos, and take the online courses. The Campus Controller's Office in conjunction with the Office of University Controller, Procurement Service Center and other CU Boulder constituents, offers on-demand and instructor-led courses designed for both new and advanced professionals.

Stay Connected: Subscribe to to Budget & Fiscal News to receive reminders about upcoming sessions.

Looking for more? The Training & Resource Hub simplifies finding and accessing existing high-quality training and resources from across campus and the CU system. It brings together Percipio courses, live sessions, helpful recordings, and key resources in one organized spot.

Upcoming Training Opportunities & Events

Financial Foundations - Monthly Sessions

Connect, Learn & Master Financial Compliance!

We recognize your dedication to accurate and compliant financial practices within your unit. Our monthly Financial Foundations sessions are designed to empower you with the knowledge and connections you need to excel.

Here's how you'll benefit:

  • 🎯 Gain Clarity: Each session focuses on a specific financial topic, making complex information digestible.
  • 🗣️ Get Answers: Participate in open discussions with subject matter experts and get your questions answered directly.
  • 🌐 Expand Your Network: Connect with other financial representatives, share best practices, and build a supportive community.

October Focus: CU Boulder ChartField Request Form Walkthrough

Join Catie Gibson, technical operations accountant in the Campus Controller's Office, for a session on the newly redesigned OnBase SpeedType request form. She'll share best practices and walk you through the online form, which is used exclusively to request new, non-fund 34 program SpeedTypes.  This session is only for those campus staff who work for CU Boulder.

Event Details

🗓️ Mark Your Calendar: Tuesday, October 21, from 11-Noon
🎟️ Secure Your Spot: Register here

Missed a session? Access our full video archive.

Explore What We Offer

 

Financial Onboarding

The financial onboarding and training courses help ensure that faculty, staff, and executive-level employees understand and execute their fiscal responsibilities.

 

General Accounting

From accounting basics to advanced financial training, CCO offers a wide range of general and customized courses to fit your needs.

 

Financial Research Onboarding

Courses in this section are intended for those who manage sponsored projects.

 

Property Management

This training course is designed for new or experienced employees and covers all phases of departmental property management.

Training Provided by the Office of the University Controller: Learn how to process financial transactions, run financial reports and otherwise fulfill your fiscal responsibilities.

Webinars | An In-Depth Look at Topics

CU Boulder Procurement and Compliance

Watch the PSC and CCO joint town hall where we provide updates on the state of CU procurement, payment services and the service desk. View the slide deck here.

Month-End Financial Close

Gain a basic understanding of the importance of month-end financial close, the tasks you need to complete and the deadlines that may impact you.

Cost Transfers

Gain a basic understanding of the definition of cost transfer and the steps involved to approve sponsored project cost transfers.

NCURA Webinars

NCURA webinars are available to the campus community via the CU Boulder Research Administrators Team (IdentiKey is required).