UCSC Budget and Financial Transactions Staff Courses

May 07, 2018

Planning and Budget offered annual courses to help campus constituents understand budgeting and financial transactions.  This information is provided to the campus each spring prior to the end of the fiscal year. Sign up now to reserve your spot!

What's My Budget?  May 17, 2018; 2:00pm - 4:00pm - Room 1101, 100 Enterprise Way, Scotts Valley, CA

What's My Budget?  May 22, 2018; 9:30am - 11:30am - Room 1101, 100 Enterprise Way, Scotts Valley, CA

Demystifying Financial Transactions, May 29, 2018; 2:00pm - 4:00pm - Room 1101, 100 Enterprise Way, Scotts Valley, CA

Demystifying Financial Transactions, June 5, 2018; 9:30am - 11:30am - Room 1101, 100 Enterprise Way, Scotts Valley, CA

Class Descriptions:

What’s My Budget?

Ever had trouble figuring out your budget or deciphering status reports on your budget? This class will cover a wide range of budget basics - everything from what is a FOAPAL and why it is important; reading reports; utilizing information systems; and making resource projections. Attendees are invited to bring their toughest or nagging budget challenges. Time will be provided for questions, advice, and help solving your budget conundrums. Participants will get a better understanding of:

  • The University Budget and the assumptions that guide our resource projections.
  • UCSC systems and their role in supporting resource management.
  • Basic reports available for your use - how to read them and when to use them.
  • Introductory skills to analyze budgets and identify problems.
  • Permanent budgets, staffing lists, and how to balance your budget.

Intended Audience: Anyone responsible for managing a budget, budget analysts and financial assistants, or staff who provide budgetary support.

Presenters: Planning & Budget Staff

Demystifying Financial Transactions

A follow-up to the “What’s My Budget?” class, this session will provide a more in-depth explanation of the Financial Transactions report.  The class will review the flow of information between campus financial systems, and provide guidance on decoding expenses on the Financial Transactions Report.  Attendees are encouraged to bring questions specific to their own units’ financial transactions.

Participants will get a better understanding of:

  • The timeliness of budgetary and financial adjustments across campus.
  • The campus financial systems and how information flows between them.
  • How to read the Financial Transactions Report and where to get help when something is unclear.
  • Commonly misunderstood costs (i.e. Who pays for an employee’s terminal vacation?)

Intended Audience:  Anyone responsible for managing a budget, budget analysts and financial assistants, or staff who provide budgetary support.

Presenter: Planning & Budget Staff
For questions or concerns, please contact:  
Liz Hammond, Training and Development Coordinator
eahammon@ucsc.edu 
(831) 459-1216