Aligning with Organizational Purpose

The Aligning with Organizational Purpose course offers 1.0 credit hours in in Personal Development, and will provide participants with simple, powerful tools for defining and aligning with individual, team, and organizational purpose.

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Analyzing and Interpreting Financial Statements

The Analyzing and Interpreting Financial Statements course offers 4.0 credit hours in Accounting (Governmental), and will provide an overview of the annual financial statements, and how to interpret the story they are telling.

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Banking and Payments

The  Banking and Payments course offers 6.0 credit hours in Economics, and will provide participants with an understanding of the various forms of payments, how those payments move into and out of the University, the rules surrounding the various forms of payment, how the U.S. banking system works, and how those payments are reflected in the University’s accounting systems.

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Business Process Improvement

The Business Process Improvement course offers 1.0 credit hours in Management Services, and will provide participants with an overview of the key theories and steps to identify areas within an organization where processes can become more streamlined and efficient.

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Cash Controls

The Cash Controls course offers 3.0 credit hours in Finance, and will provide participants with an understanding of the various forms of incoming payments (receipts), how they should be processed, deposited, and booked into the general ledger, as well as the internal controls that must be put in place to prevent error and fraud.

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Concur Travel & Expense System Overview

The Concur Travel & Expense System Overview course offers 1.0 credit hours in Computer Software and Applications, and will provide participants with tips on how to work efficiently in the Concur Travel & Expense System, booking tickets and reconciling expenses.

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CU-Data: Calculating Your Bottom Line

The  CU-Data: Calculating Your Bottom Line course offers 1.0 credit hours in Accounting (Governmental), and will provide participants with an overview of the CU-Data m-Fin reports (in the Cognos Finacnial Reporting System) that display “bottom line” balances, and how these balances are calculated, distinguished by fund type.

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CU-Data: Grants and Contracts

The CU-Data: Grants and Contracts course offers 2.0 credit hours in Accounting (Governmental), and will provide participants with an overview of common financial management tasks for Grants and Contracts at the University of Colorado, and the CU-Data m-Fin reports (in the Cognos Financial Reporting System) that can facilitate this tasks.

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CU-Data: Monthly Financial Review Reports

The CU-Data: Monthly Financial Review Reports course offers 2.0 credit hours in Accounting (Governmental) and will provide participants with an overview of the CU-Data m-Fin reports that are used for month-end and year-end reconciliation activities.

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CU-Data Overview

The CU-Data Overview course offers 1.0 credit hours in Computer Software and Applications, and will provide participants with tips on how to work efficiently, running financial reports in the CU-Data (Cognos Financial Reporting) System.

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CU-Data: Payroll Reports

The CU-Data: Payroll Reports course offers 1.0 credit hours in Accounting (Governmental), and will provide participants with an overview of the CU-Data m-Fin reports (in the Cognos Financial Reporting System) that display payroll information, and how to read and understand these reports.

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CU Marketplace Overview

The CU Marketplace Overview course offers 1.0 credit hours in Computer Software and Applications, and will provide participants with tips on how to work efficiently in the University's e-procurement system.

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Data Doesn't Have to be Boring

The Data Doesn't Have to be Boring course offers 2.0 credit hours in Communications and Marketing, and will provide participants with an understanding of how to tell a powerful story using their data.

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Defending Your Data: Mobile Devices and Associated Risks

The Defending Your Data: Mobile Devices and Associated Risks course offers 2.0 credit hours in Information Technology, and will provide participants with an overview of the different threats that mobile devices and the data on them are subject to.

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Effective Presentations

The Effective Presentations course offers 2.0 credit hours in Communications and Marketing, and will provide participants with an understanding of the key elements in developing a strong oral presentation.

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Emotional Intelligence

The Emotional Intelligence course offers 3.0 credit hours in Personnel/Human Resources, and will  provide participants with a skill to improve both personal and interpersonal functioning by exploring and applying the components of Emotional Intelligence.

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Enhancing Your Performance at Work with Mindfulness

The Enhancing Your Performance at Work with Mindfulness course offers 1.0 credit hours in Personal Development, and will provide participants a roadmap to improving performance and reducing stress through greater focus, awareness, and clarity of mind.

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Ethics vs. Fraud: Similarities, Differences, and Ensuring Accountability for Both in Your Organization

The Ethics vs. Fraud: Similarities, Differences, and Ensuring Accountability for Both in Your Organization course offers 2.0 credit hours in Behavioral Ethics, and will inform participants of similarities and differences of ethics and fraud, the importance of having policies in place to promote ethical decision making, the importance of having policies in place to assist in preventing fraud, and to discuss current statistics of how fraud infiltrates organizations.

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External Audits: Why are These People Here, and When are They Going to Leave?

The External Audits: Why are These People Here, and When are They Going to Leave? course offers 3.0 credit hours in Auditing (Governmental), and will provide participants with an overview of the external audit process, the limitations inherent in an external audit, the goal of an external audit, and the expectations of them when the external audit is being conducted.

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Financial Reporting Strategy

The Financial Reporting Strategy course offers 1.0 credit hours in Computer Software and Applications, and will provide an overview of the software and tools used at CU for reporting financial data.

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Financial Statement Reading, Reconciliation, and Forecasting

The Financial Statement Reading, Reconciliation, and Forecasting course offers 3.0 credit hours in Accounting (Governmental) and will provide participants with strategies for reviewing and reconciling monthly statements and for forecasting future activity.

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Fiscal Roles in Financial Systems and Reporting

The Fiscal Roles in Financial Systems and Reporting course offers 1.0 credit hours in Finance, and will provide participants with an overview of the fiscal roles of the University of Colorado, and provide participants with relevant information and examples of maintaining these roles at the Department, Program, Project, and SpeedType levels.

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GASB Review

The GASB Review course offers 2.0 credit hours in Accounting (Governmental), and will provide an overview of select GASB pronouncements of particular interest to the University of Colorado.

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Gift Cards: Dos And Don’ts

The Gift Cards: Dos and Don’ts course offers 1.0 credit hours in Finance, and will provide participants with the framework of the requirements of using gift cards to accomplish various purposes identified by the CU System Campuses.

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Gift Fund Management

The Gift Fund Management course offers 2.0 credit hours in Accounting (Governmental) and will provide University of Colorado employees with a basic framework for understanding the gift environment, a roadmap for how gifts are processed, and the tools for meeting all the requirements for gift acceptance.

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How CU Spends $1

The How CU Spends $1 course offers 1.0 credit hours in Finance, and will provide participants with an overview of the funding structure for the entire CU System, including individual campuses, the background of higher education funding within the state of Colorado, and how CU spends each $1 of state allocated funding.

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Human Asset Management: Being vs. Doing – Achieving Balance and Maintaining Energy

The Human Asset Management: Motivation course offers 2.0 credit hours in Personnel/Human Resources, and will provide participants with an overview of the guiding role of energy in motion (e-motion) and how to reduce the fear factors that prevent them from achieving their authentic potential.

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Human Asset Management: Delivering Helpful Feedback - The Rules from the Psychology Lab

The Human Asset Management: Delivering Helpful Feedback – The Rules from the Psychology Lab course offers 2.0 credit hours in Personnel/Human Resources, and will arm participants with techniques used in delivering helpful feedback and an appreciation for why it is important to do it well. The presentation outlines sources of resistance to feedback, seven specific feedback skills and when to use them, and practical benefits.

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Human Asset Management: Motive to Motivate

The Human Asset Management: Motive to Motivate course offers 2.0 credit hours in Personnel/Human Resources, and will move and inspire participants to move those they work with to purposeful action.

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Human Asset Management: Recognition

The Human Asset Management: Motivation course offers 1.0 credit hours in Personnel/Human Resources, and will engage participants in the following learning activities: understanding what recognition means, exploring the importance of recognition as a human need both personally and professionally, and identifying practical ways to incorporate recognition into their individual work environments.

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Human Asset Management: Secret Service – Creating an Inspired Customer Service Culture

The Human Asset Management: Secret Service – Creating an Inspired Customer Service Culture course offers 2.0 credit hours in Communications and Marketing, and will provide participants with an overview of how we perceive our internal and external reality and how this impacts the service we deliver in each moment. After all, customer service burnout can be defined as a condition of emotional exhaustion, depersonalization, and reduced personal accomplishment that can occur among individuals who do “people work” of some kind. The secret to a good employee and customer experience is in our service to ourselves and each other.  Our customers are not only our patrons but also our peers, supervisors and supervisees.  It is easy to define what good service looks like, but what are the challenges that can prevent us from delivering it?

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Human Asset Management: You Are Your Thoughts

The Human Asset Management: You Are Your Thoughts course offers 1.0 credit hours in Personnel/Human Resources, and will help participants draw on the strengths of their individual experiences.

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Identifying Fraudulent Transactions

The Identifying Fraudulent Transactions course offers 1.0 credit hours in Behavioral Ethics, and will provide participants with an overview of their role in identifying fraudulent transactions, and the “red flags” to look for common to higher education.

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Identity Theft: Risks and Opportunities

The Identity Theft: Risks and Opportunities course offers 1.0 credit hours in Behavioral Ethics, and will provide participants with an overview of the magnitude of the problem, information regarding what they can do to protect themselves, and information pertaining to good business practices to protect business records.

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Infographics: Enhancing Communications through Visual Explanations

The Infographics: Enhancing Communications through Visual Explanations course offers 1.0 credit hours in Communications and Marketing, and will provide participants with an understanding of the key elements of information graphics.

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Information and Technology Risks at CU: What You Should Know

Information and Technology Risks at CU: What You Should Know course offers 1.0 credit hours in Auditing (Governmental), and will provide participants with a basic understanding of all the various types of audits that take place at the University of Colorado.

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Introduction to Forensic and Investigative Accounting

The Introduction to Forensic and Investigative Accounting course offers 1.0 credit hours in Auditing, and will provide participants with an overview of forensic accounting.

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It’s Accrual World: Gearing Up for Fiscal Year-End

The It’s Accrual World: Gearing Up For Fiscal Year-End course offers 2.0 hours in Accounting (Governmental), and will provide a basic understanding of the importance of fiscal year-end, to include accruals, the tasks that need to be completed, and deadlines.

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Learning Activity Exchange

The Learning Activity Exchange course offers 1.0 credit hours in Personal Development, and will provide participants with opportunities to practice ice breakers, training games, technologies, and other tools to generate interest, interaction, action, and retention.

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Micro-aggressions and Micro-affirmations: Awareness in the W​orkplace

The Micro-aggressions and Micro-affirmations: Awareness in the W​orkplace course offers 2.0 credit hours in Personnel/Human Resources, and will provide participants with a basic understanding of the impacts of micro-aggressions in the work environment and techniques to address these impacts with kindness and respect.

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Microsoft Excel: Working with Large Datasets

The Microsoft Excel: Working with Large Datasets course offers 2.0 credit hours in Computer Software and Applications, and will provide participants with an overview of the various formulas and functions Microsoft Excel offers to manage data and get to the desired outcome efficiently.

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Month-End Financial Close

The Month-End Financial Close course offers 1.0 credit hours in Accounting (Governmental), and will provide participants with  a basic understanding of the importance of month-end financial close, the tasks they need to complete, and the deadlines that may impact them.

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Moving into Change: Understanding, Accepting, and Leading Transformations

The Moving into Change: Understanding, Accepting, and Leading Transformations course offers 2.0 credit hours in Personal Development, and will provide participants with a toolkit of change facilitation theories, change anticipation/acceptance activities, change communication tools, and transformational leadership skills.

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Paperless Financial Reconciliation

The Paperless Financial Reconciliation course offers 1.0 credit hours in Accounting (Governmental), and will arm participants with the knowledge and tools needed to complete their monthly financial reconciliation process completely electronically.

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PeopleSoft Query: Creating Queries in FIN 9.2

The PeopleSoft Query: Creating Queries in FIN 9.2 course offers 4.0 credit hours in Computer Software and Applications, and will provide participants with an overview on the key skills they need to create queries within the PeopleSoft Finance System.

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PeopleSoft Query: Running Queries in FIN 9.2

The PeopleSoft Query: Running Queries i FIN 9.2 course offers offers 1.0 credit hours in Computer Software and Applications, and will provide participants with an overview on the key skills they need to run and interpret queries within the PeopleSoft Finance System.

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PeopleSoft Reports in FIN 9.2

The PeopleSoft Reports in FIN 9.2 course offers 1.0 credit hours in Accounting (Governmental), and will provide participants with the key skills they need to decide when and how to run and interpret reports within the PeopleSoft Finance System.

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Personal Tax Update

The Personal Tax Update Course offers 1.0 credit hours in Taxes, and will provide participants with an overview of the tax changes for the previous tax year that may impact taxpayers’ personal tax returns, and provide participants with information about resources if they have further tax questions.

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Process Mapping for Efficiency and Cross-Training

The Process Mapping for Efficiency and Cross-Training course offers 1.0 credit hours in Management Services, and will provide participants with a team-based method for identifying, integrating, and diagramming processes between departments and individuals.

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Projects-Factors for Success

The Projects-Factors for Success course offers 1.0 credit hours in Management Services, and will provide participants with an overview of best practices to promote successful management of projects big and small, as well as practical tips on how to guide a project through all phases to its completion. 

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Red Flags Rule

The Red Flags Rule Course offers 2.0 credit hours in Auditing and will provide participants with basic tools to detect and prevent identity theft (against borrowers, students, and customers) and help prevent losses to the University.

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Revenue Recognition

The Revenue Recognition course offers 2.0 credit hours in Accounting (Governmental), and will provide participants with an overview of the general principles of revenue recognition, help them distinguish the various types of revenue typically earned by institutions of higher education, and familiarize them with the authoritative and University guidance available on this topic.

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Sensitive Expenses

The Sensitive Expenses course offers 1.0 credit hours in Finance, and will provide participants with the requirements of the Sensitive Expenses procedural statement, along with concrete, campus-specific examples.

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Slack/Trello: A Collaborative Dream Team

The Slack/Trello: A Collaborative Dream Team course offers 1.0 credit hours in Management Services, and will provide participants with an overview of two collaborative tools that can be used to manage team business processes through project management and conversational channels.

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Topics in Effective Writing

The Topics in Effective Writing course offers 2.0 credit hours in Communications and Marketing, and will provide an overview of effective ways to put words together. Exercises and examples will focus on the writing process and select topics in grammar, orthography, and style.

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Train-the-Trainer Approach: Tips, Tricks, and Lessons Learned

The Train-the-Trainer Approach: Tips, Tricks, and Lessons Learned course offers 1.0 credit hours in Personnel/Human Resources, and will provide an overview of the process, components, and benefits (as well as limitations) of a train-the-trainer approach to training a group of users or other customers. 

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Understanding Internal Controls

The Understanding Internal Controls course offers 2.0 credit hours in Auditing, and will provide participants with an overview of internal controls and how they help achieve management’s objectives.

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Understanding and Preparing the Statement of Cash Flows

The Understanding and Preparing the Statement of Cash Flows course offers 2.0 credit hours in Accounting (Governmental), and will provide participants with an overview of how to prepare a cash flow statement, and how to explain the statements to the lay user.

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Understanding University Liabilities: Tax Exempt Status & Sales Tax, Unrelated Business Income Tax & Handling Sponsorship Activities

The Understanding University Liabilities: Tax Exempt Status & Sales Tax, Unrelated Business Income Tax & Handling Sponsorship Activities course offers 1.0 credit hours in Taxes, and will describe  what constitutes a sponsorship payment, and how to properly handle these monies at the University or CU Foundation.

Understanding University Liabilities: Tax Exempt Status & Sales Tax, Unrelated Business Income Tax & Handling Sponsorship Activities

Wacky Workplace: Innovation, Creativity, Engagement, and Motivation in Professional Environments

The Wacky Workplace: Innovation, Creativity, Engagement and Motivation in Professional Environments course offers 1.0 credit hours in Personal Development, and will teach participants how to transform the professional work environment into a place of creativity, innovation, and fun.

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The University of Colorado is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.