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.

November Focus: CU Boulder Gift Card Program

Join Matt Hinkle, Asset Accountant-Cash & Capital in the Campus Controller's Office, for a session on the CU Boulder Gift Card Program. 

Gift cards are considered cash-equivalent instruments and are frequently used in place of cash or checks. Common use cases include compensating study participants, providing incentives for surveys, recognizing contributions, and issuing honoraria. This training will guide you through the appropriate use of gift cards, including how to establish a gift card authorization, manage distribution, and maintain accurate records.

Event Details

🗓️ Mark Your Calendar: Tuesday, November 18, 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).