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Fiscal Management Courses

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Requirements

  • Core courses (5)
  • Elective credits (2)
  • Personal Excellence courses (6)

Core Courses Course Descriptions

PRO302 The Color of Money: A Guide to How Moneys May Be Spent at UF

Instructor: Alan West

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Also available as an on-demand online course through myTraining.

Clarity + Compliance = Good Stewardship!The University of Florida is a complex place with various funding sources. This workshop will introduce UF’s sources of funds along with the accompanying rules, or directives, that govern how each type of monies may be spent. Participants will learn about “allowable expenditures” for each funding source and have a chance to practice applying the rules to ensure uniform and consistent application of associated directives. The overall objective of this workshop is to ensure UF employees with fiscal responsibilities understand how funding sources can be used when completing financial transactions.


PRO303 Internal Controls at UF

Instructor: Alan West

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Participants will be introduced to an “internal control framework” and study the key concepts together with a series of questionnaires that will guide them in performing unit-based internal control self-assessments.


PRO304 Basic Accounting Concepts

Instructors: Alan West, Brad Bennett, Patrice Lecomte

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Also available as an on-demand online course through myTraining

This course will enable you to develop a basic understanding of the accounting structure, system and concepts used to manage the financial transactions and flow of money at the university.


PST950 Budget and Commitment Control

Available as an on-demand online course through myTraining

This interactive session covers UF’s approach to budgeting in myUFL. Commitment Control is an accounting methodology that identifies and reserves (or commits) funds for future payment obligations.


PST130 Reconciliation for Tier 1

Available as an on-demand online course through myTraining

In this class we introduce reports, tools, directives and recommendations for management of financial activities at the departmental level.


Fiscal Electives – Course Descriptions
Select 2 Electives

Please keep in mind the following guidelines for elective credit:

  • Fiscal certification requires completion of two elective credits
  • Most of the electives are grouped; you need to take all of the courses within a grouping in order to get one elective credit for that grouping
  • At least one of your electives must be within the Completing Transactions Competency
  • Together with the required core courses, the electives can help develop a foundation within the associated competencies

Completing Transactions Competency

Purchasing Elective Grouping (1 elective credit)

PRO305 Procurement Policy – Procurement 101

Instructor: Nicola Heredia

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Procurement 101 is an introduction and overview of the policies, regulations and statutes that govern procurement at the University. This workshop is for requisition initiators and department approvers who work with requisitions and purchase orders. Topics covered include elements of a good quote, dollar levels for verbal and written quotes, definitions of public solicitations and tips for working with the UF Purchasing Department.


PST073 Intro to Purchasing in myUF Market

Available as an on-demand online course through myTraining

This course introduces the new myUF Market to employees designated as Requestors.
Units will go live with the new myUF Market as their training week begins and once security is in place. DSAs can request security for Requestors within a day or two after training completion.


Accounts Payable Elective Grouping (1 elective credit)

PST956 Online Journal Entry

Available as an on-demand online course through myTraining

In this course, participants will learn the journal entry process for departments that have infrequent to regular monthly financial transactions including entering and editing journal entries online, budget checking and posting. This workshop is required for the UF_GL_END_USER, UF_AP_VOUCHER_PROCESSOR and UF_AR_CASHIER roles.


PST083 myUF Marketplace

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This online course provides information about the myUF Marketplace system. The myUF Marketplace will provide a user-friendly, streamlined way for departments to purchase and pay for goods and services. The Marketplace is a combination of myUF Market and myUF Payment Solutions. The adoption of the Marketplace represents UF’s ongoing commitment to initiatives that strategically reduce costs without sacrificing quality.


PRO335 Disbursements Directives 101

Available as an on-demand online course through myTraining

Processing disbursements at the University of Florida can be very complex due to the overwhelming amount of rules and guidelines that must be followed. This workshop is designed for departmental representatives who perform accounts payable duties.


Assets Elective Grouping (1 elective credit)

PST120 Asset Management: Purchasing and Acquisition of Assets

Available as an on-demand online course through myTraining

This hands-on session is for individuals who create requisitions and receive assets for their department. Completion of PST073 Introduction to Purchasing is strongly recommended prior to attending this course.


PST502 my Assets

Available as an on-demand online course through myTraining

In this course, participants will complete an overview of the myAssets property system, designed for departmental property custodians and contacts to control their department inventory. The course shows how to obtain a listing of department assets and submit property status change requests to Asset Management, including updating property, completing inventory, creating reports of survey, and requesting surplus equipment pickup. The course also discusses inventory policy and explains workflow of requests to department approvers and Asset Management for final approval and processing in myUFL.


Travel and Expense Elective Grouping (1 elective credit)

PST930 Travel and Expense

Available as an on-demand online course through myTraining

Completing transactions in: Expense ReportsDesigned for those who will be creating transactions, this interactive workshop introduces the upgrade features of Travel and Expense in myUFL. Along with a brief review of upgrade related procedures, participants will review:

  • Completing transactions in: Travel Authorizations
  • Completing transactions in: Cash Advances
  • Setting up User Preferences
  • Security role requirements

PRO306 UF Travel Directives Workshop

Instructor: Brett Wallen

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Business Travel at the University of Florida and be very complex due to the overwhelming amount of rules and guidelines that must be followed. This workshop is designed for departmental representatives that perform travel-related duties. This is not a “how to” workshop. This workshop is designed to provide an in-depth review of travel-related rules/guidelines and answer the question…”What is allowed to be claimed in accordance with the UF Travel Directives?”


Making Deposits Elective Grouping (1 elective credit)

PST021 Making Deposits in myUFL

Available as an on-demand online course through myTraining

Basic myUFL Accounts Receivable TerminologyDesigned for employees who must deposit revenue without tracking customer information, this certified hands-on class will cover:

  • Direct Journal Deposits
  • How to Edit/Correct Mistakes
  • How to Account for Taxes
  • How to enter Credit Card and EFT Deposits
  • Review process for printing Deposit Transmittal FormThis session also is designed for UF employees who are responsible for depositing cash expense refunds. In this session, participants will learn how to record a deposit and create the accounting entry in the myUFL system.

PST956 Online Journal Entry

Available as an on-demand online course through myTraining

In this course, participants will learn the journal entry process for departments that have infrequent to regular monthly financial transactions including entering and editing journal entries online, budget checking and posting. This workshop is required for the UF_GL_END_USER, UF_AP_VOUCHER_PROCESSOR and UF_AR_CASHIER roles.


Budget Development Competency Reporting Elective Grouping (1 elective credit)

PST117 Reporting: PowerPlay

Instructor: Fran Fiorello

Also available as an on-demand online course through myTraining

In this hands-on session, we explore PowerPlay Cubes and review the available content. Designed for the end user on campus who needs to generate reports for his or her financial transactions, this session will cover:

  • How to generate meaningful reports, including using functions such as filtering, sorting, nesting, and suppressing
  • The financial and HR-related content that is available to UF Departments
  • Find the details you need
  • How to run reports and download the information

Prerequisite: PST910


PST910 Reporting: Basics

Instructor: Fran Fiorello

Also available as an on-demand online course through myTraining

For the end user who needs to generate basic reports for financial- or HR-related transactions, this session explores basic concepts associated with Enterprise Reporting and reviews the reporting content. Prerequisite to PST912 and PST117.


PST912 Reporting: Query Studio

Also available as an on-demand online course through myTraining

Introduces the Enterprise Reporting Query Studio tool with a brief overview of the Data Warehouse and a closer look at the various data packages. Become familiar with the Query Studio interface and complete exercises on query-building skills. This course is required to gain the UF_ER_CRN_Query_Studio security role. Prerequisite: PST910


Research Administration Elective Grouping (1 elective credit)

RSH270 Award Management

Available as an on-demand online course through myTraining.

This course discusses some of the most important management practices for sponsored projects. These “best practices” are focused on allocating and assigning appropriate costs correctly the first time and reviewing sponsored project transactions in order to identify any costs that might be placed incorrectly or require follow-up.


RSH212 Post Award Overview

Available as an on-demand online course through myTraining.

This session will focus on the processes and policies related to initiating, managing and closing out a sponsored project.


Spreadsheet Software Competency

Excel Elective Grouping

For training regarding this competency, please visit linkedin.com/learning. (Learn more about LinkedIn Learning here.)

Please note, the Excel elective grouping will no longer count towards the Pro 3 Fiscal certification.


Personal Excellence – Course Descriptions
Required Courses (6)

PRO301 UF 101: What Every Employee Should Know About the University of Florida

Available as an on-demand online course through myTraining

This workshop is designed to increase institutional awareness so that employees at the University of Florida may be more effective in their jobs as they navigate the complexities of our large university and serve as resources for others. This workshop reviews UF’s overall organizational structure, its managerial structure (deans, directors, department chairs, etc.), and other relevant university relationships, including the University Board of Trustees and Board of Governors. Other key resources and facts about the university also are introduced.


GET050 Achieving Results

Instructor: Courtney Moon

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This session focuses on a key workplace skill — identifying and achieving the desired results of your work. In this session, you will learn to:

  • Identify clearly what you want and define your priorities
  • Explore methods for persisting in the face of challenges
  • Create goals that are clear and compelling
  • Develop a strategy that leads to accomplishment of your goals

SCS010 HR 101 for Beginners: What Everyone Needs to Know about Human Resources

Instructors: Kevin Clarke, Brook Mercier

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This course provides a practical introduction and guide to fair and legal employment practices at UF. This course is ideal for individuals interested in human resources, serving in supervisory positions, or interested in becoming a supervisor. This course folds in the most pertinent laws and policies involving basic human resource practices and impacting our employees.


SCS060 Relationship Strategies

Instructors: Ronda Mitchell and Sarah Hanson

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This workshop offers guidelines for understanding and adjusting to the differences in people, through observation of their behavior. The tools presented will enable you to see yourself and your world through someone else’s eyes—and that can go a long way toward increasing communication effectiveness!


SCS065 Cultivating Judgment: Decision-Making Strategies for Managers

Instructor: Irma Alvarez

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Leaders are judged by the decisions they make – decisions about people, policy, strategy, as well as decisions in difficult situations. Some leadership experts argue that making good decisions, sometimes understood more broadly as judgment, is essential for leadership success. In this session, we will define a process for cultivating our own good decision-making, even our own good judgment, as leaders. We will use case studies to apply and learn from the model.


One (1) of Training and Organizational Development’s Business Communication courses

See T&OD schedule for dates, times and locations of Business Communication workshops.