From accounting basics to advanced financial training, the Campus Controller's Office offers a wide range of general and customized courses to fit your needs.

On this page:

CU-Data Financial Statements

In this hands-on course, you will learn how to access the Cognos Reporting System, how to read statements and where to locate pertinent information on those statements. This m-Fin financial statements training is required prior to gaining access to the PeopleSoft Finance system. PeopleSoft Finance system training is also required.

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Learning Objectives

In this course, you will learn how to review the following Cognos reporting system m-Fin statements: Speedtype summary; Operating summary; Financial detail reports; Other information may be covered as time permits. You are encouraged to bring your own speedtypes and questions to class.

Note: Upon completion of this class, attendees will be automatically subscribed to the Budget & Fiscal News and CCO General News. Subscription can be canceled at any time.

PeopleSoft Finance System

This training is designed to provide basic information for accessing and using the University of Colorado's PeopleSoft Finance system.

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Learning Objectives

Courses include: Finance system navigation; ChartFields; Reporting; Journal entries. Current Finance system users who would like a refresher course are always welcome and encouraged to attend.

Note: Upon completion of this class, attendees will be automatically subscribed to the Budget & Fiscal News and CCO General News. Subscription can be canceled at any time.

Accounting 101

The Accounting 101 series is designed for departmental administrators and staff who have accounting or financial responsibilities but limited accounting or bookkeeping training. Plan to attend all four (4) sessions to receive the full benefit of the cumulative content and credit for completing the course. Are you interested in this training? Let us know!

Learning Objectives

This class covers the following and how they fit into the university environment:

  • Assets, liabilities, owner’s equity, revenue and expenses
  • Accrual vs. cash basis of accounting
  • Debits and credits
  • The accounting equation
  • Balance sheet and income statement

Accounting 201

This course will specifically focus on how accounting is managed at CU Boulder. In addition, GAAP accounting concepts will be reviewed. Are you interested in this training? Let us know!

Learning Objectives

In this course, our area accountants will:

  • Cover revenues and expenses, liabilities, and assets
  • Provide an overview regarding CU Boulder financial oversight
  • Review CU financial statements. 
  • Address how the fund types are differentiated
  • Discuss what revenues and expenses can be recorded in our respective funds 

This class will also cover CU Boulder-specific policies, such as sensitive expenses, gift cards, donations, purchase of alcohol and other topics.  

There are no prerequisites for the class, and while the content will be applicable to anyone involved with CU Boulder finance, this class will not cover basic accounting concepts. For those more interested in accounting basics, Accounting 101, offered in the fall, may be more beneficial.