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.
Budget Basics
The Budget Basics course offers 2.0 credit hours in Finance, and will provide participants with an overview of budgeting at the University of Colorado, including components of the budget, the implications of the budget on a fund-by-fund basis, differences and similarities between campuses, and how budgets work in the University's Finance System.
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 2.0 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.
Cost Transfers
The Cost Transfers course offers 1.0 credit hours in Accounting (Governmental), and will provide participants with a basic understanding of what a cost transfer is, and the steps involved to approve sponsored project cost transfers.
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 Financial 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 accomplishing these 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.
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.
Developing a Growth Mindset
The Developing a Growth Mindset course offers 2.0 credit hours in Personnel/Human Resources, and will teach participants skills to help them remain relevant in an ever-changing world.
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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.
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.
Excel: Charts & Graphs
The Excel: Charts & Graphs course offers 2.0 credit hours in Computer Software and Applications, and will provide participants with tips on how to present data in visually impactful ways.
Exploring Leadership
The Exploring Leadership course offers 2.0 credit hours in Personal Development, and will provide participants an opportunity to discover various ways to develop their leadership skills.
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, along with information on 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.
Gearing Up for Fiscal Year-End
The Gearing Up for Fiscal Year-End course offers 1.0 hours in Accounting (Governmental), and will provide participants with a basic understanding of the importance of fiscal year-end, the tasks they need to complete, and the deadlines that may impact them.
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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.
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.
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.
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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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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
The It’s Accrual World course offers 1.0 hours in Accounting (Governmental), and will provide participants with a basic understanding of accruals and why they are necessary, especially in the context of fiscal year-end processing.
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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Journal Entry Spreadsheets
The Journal Entry Spreadsheets course offers 1.0 credit hours in Computer Software and Applications, and will provide participants with demos and tips on using the spreadsheet journal entry function in the PeopleSoft Finance System.
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Leading Yourself through Change: The Power of Habit
The Leading Yourself through Change: The Power of Habit course offers 1.0 credit hours in Personal Development, and will provide participants with a step-by-step approach to understanding and reshaping their personal/professional habits. The process of leading internal change can then be applied to leading external change for teams and projects.
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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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Managing Remote Work: Lessons Learned and Future Challenges
The Managing Remote Work: Lessons Learned and Future Challenges course offers 1.0 credit hours in Management Services, and will provide participants with best practices for managing projects and teams in remote work environments, including evaluation and planning for the different work scenarios of the future.
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Mastering Excel: Filter, Combine, and Separate Data and the Match Formula
The Mastering Excel: Filter, Combine, and Separate Data and the Match Formula course offers 2.0 credit hours in Computer Software and Applications, and will provide participants with a comprehensive understanding of formulas and techniques to efficiently manage data in Excel and visualize this data in charts and dashboards. Specifically, this class covers filtering ranges, freezing panes, combining and separating data, and the Match formula.
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Mastering Excel: If, SumIf, and CountIf Formulas
The Mastering Excel: If, SumIf, and CountIf Formulas course offers 2.0 credit hours in Computer Software and Applications, and will provide participants with a comprehensive understanding of formulas and techniques to efficiently manage data in Excel and visualize this data in charts and dashboards. Specifically, this class covers the CountIf, SumIf, CountIfs, SumIfs, and IF formulas.
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Mastering Excel: XLOOKUP and VLOOKUP Formulas
The Mastering Excel: XLOOKUP and VLOOKUP Formulas course offers 2.0 credit hours in Computer Software and Applications, and will provide participants with a comprehensive understanding of formulas and techniques to efficiently manage data in Excel and visualize this data in charts and dashboards. Specifically, this class covers the XLOOKUP and VLOOKUP formulas.
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Mastering m-Fin: CU-Data Upgrade
The Mastering m-Fin: CU-Data Upgrade course offers 1.0 credit hours in Computer Software and Applications, and will empower m-Fin report users with the skills needed to navigate the upgraded Cognos 12 user interface and leverage its new features.
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Mastering m-Fin: Financial Detail Reports
The Mastering m-Fin: Financial Detail Reports course offers 1.0 credit hours in Accounting (Governmental), and will provide participants with an overview of both the m-Fin Financial Detail Report and the m-Fin Financial Detail II Report, including when these reports are useful, which extra data options are available, and how to interpret the reports within the University’s context.
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Mastering m-Fin: Running & Scheduling Reports
The Mastering m-Fin: Running & Scheduling Reports course offers 1.0 credit hours in Computer Software and Applications, and will present participants with the different options for running, saving, and scheduling reports in the CU-Data financial reporting system.
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Mastering m-Fin: SpeedType One-Liner & Resource Deficit Reports
The Mastering m-Fin: SpeedType One-Liner & Resource Deficit Reports course offers 1.0 credit hours in Accounting (Governmental), and will provide participants with an overview of both the m-Fin SpeedType One-Liner Report, and the m-Fin Resource Deficit & Abnormal Balance Report, including when these reports are useful, which extra data options are available, and how to interpret the reports within the University’s context.
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Mastering m-Fin: Trial Balance Report
The Mastering m-Fin: Trial Balance Report course offers 1.0 credit hours in Accounting (Governmental), and will provide participants with an overview of the m-Fin Trial Balance Summary Report, when this report is useful, which extra data options are available, and how to interpret the report within the University’s context.
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Mastering m-Fin: Using m-Fin Launch
The Mastering m-Fin: Using m-Fin Launch course offers 1.0 credit hours in Computer Software and Applications, and will demonstrate the use of the m-Fin Launch option in CU-Data to produce a list of appropriate m-Fin reports based on a SpeedType, Org, Program, or Project.
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Micro-aggressions and Micro-affirmations: Awareness in the Workplace
The Micro-aggressions and Micro-affirmations: Awareness in the Workplace 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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Money Matters
The Money Matters course offers 1.0 credit hours in Finance, and will provide participants with information on personal budgeting, the importance of savings and investments, mortgage pitfalls, and how to add in the fun factor.
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 in 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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Performance Improvement Using the REST Methodology
The Performance Improvement Using the REST Methodology course offers 1.0 credit hours in Personal Development, and will provide participants with techniques to address the culture of busyness that pervades modern life so they can learn how to Improve work performance and achieve goals without the exhaustion and burnout.
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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.
Presenter Certification Program: Content and Delivery
The Presenter Certification Program: Content and Delivery course offers 1.0 credit hours in Communications and Marketing, and will provide participants with the knowledge and skills needed to improve the quality of their professional presentations in the areas of audience needs identification and oral delivery.
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Presenter Certification Program: Elements of Engagement
The Presenter Certification Program: Elements of Engagement course offers 1.0 credit hours in Communications and Marketing, and will provide participants with the knowledge of how, when, and why to build interactivity into their meetings, training sessions, and other events.
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Presenter Certification Program: Virtual Presentations
The Presenter Certification Program: Virtual Presentations course offers 1.0 credit hours in Communications and Marketing, and will provide participants with the knowledge and skills needed to improve the quality of their online presentations, meetings, and other events.
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Presenter Certification Program: Visual Design and Resources
The Presenter Certification Program: Visual Design and Resources course offers 1.0 credit hours in Communications and Marketing, and will provide participants with the knowledge and skills needed to improve their professional presentations through the effective use of slides, handouts, posters, and other resources.
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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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Recognition and Training
The Recognition and Training course offers 1.0 credit hours in Finance, and will provide participants with the requirements of the Recognition and Training procedural statement, along with concrete, campus-specific examples.
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.
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.
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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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 Tax Liabilities: Tax Exempt Status & Sales Tax, Unrelated Business Income Tax & Handling Sponsorship Activities
The Understanding University Tax Liabilities: Tax Exempt Status & Sales Tax, Unrelated Business Income Tax & Handling Sponsorship Activities course offers 1.5 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.
Wacky Workplace: Innovation, Creativity, Engagement, and Motivation in Professional Environments
The Wacky Workplace: Innovation, Creativity, Engagement and Motivation in Professional Environments course offers 1.5 credit hours in Personal Development, and will teach participants how to transform the professional work environment into a place of creativity, innovation, and fun.
What Makes an Effective Leader?
The What Makes an Effective Leader? course offers 1.5 credit hours in Personal Development, and will teach participants strategies to address a variety of leadership challenges. The instructor draws on the work of Daniel Goleman, presenting his proposed six leadership styles and how and when they should be used.
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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.
