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

On this page:

Financial Environment

If you are new to the university or beginning a new role with financial responsibilities, you are now a part of an awesome and diverse environment! CU is also incredibly complex.

There are many rules and regulations to be aware of, yet there are plenty of resources to help you stay on top of everything.

In this video session, we will focus on the financial aspects of the university. We are setting the context and introducing you to the information, tools, and resources you’ll need to be successful within this environment.

Financial Systems Overview

This course introduces the systems used to record the financial impacts of the university’s operations. Each system is specialized and necessary, yet not sufficient on its own to fulfill our stewardship obligations.

Learning Objectives

At the end of this course, you will be able to describe the different systems used to record the financial impacts of the university's operations. This includes brief, high-level introductions to the following systems:

  • The Central Information Warehouse (CIW)
  • PeopleSoft Finance (FIN)
  • CU Marketplace
  • Concur
  • infoEd

  • PeopleSoft Human Capital Management (HCM)
  • PeopleSoft Student Integrated Systems (CU-SIS)
  • Advance
  • CU-Data

Accounting Overview

This course covers fund accounting at a very high level. This includes the most common fund types we use at CU, the sources and uses of the money in these different funds, and some of the restrictions on the use of these funds based on the source.

Learning Objectives

At the end of this course, you will be able to describe the following topics related to fund accounting:

  • The most common fund types we use at CU
  • The sources and uses of the money in these different funds
  • Some of the restrictions on the use of these funds based on the source

Overview of Research at CU Boulder

Research at the University of Colorado Boulder involves an important administrative process that occurs behind the scenes. Usually by administrative staff while the research itself is being conducted by research faculty. In this course, we will introduce you to some of the main concepts you need to know as you interact with the financial aspects of research on campus.

Learning Objectives

At the end of this course, you will have a better understanding about research at CU Boulder by learning:

  • How research is funded and the interdisciplinary work in academic units, institutes and centers
  • The award lifecycle
  • The collaborative team within the research ecosystem
  • Stewardship obligations that we are required to follow when spending research dollars (regulatory environment and compliance)
  • Impacts of research