The purpose of the CU-Data: Monthly Financial Review Reports course is to provide participants with an overview of the CU-Data m-Fin reports that are used for month-end and year-end reconciliation activities. Participants must bring a laptop and be prepared to run reports using one or more of their SpeedTypes, as part of required in-class exercises. 

Program Level: Basic

Prerequisites: None

Advanced Preparation: N/A

Instructional Method: Group-Live

Instructor: Sarju Khadka, Kristina Mendez 

Recommended CPE Credit: 2 Hours

Field of Study: Accounting (Governmental)

Course Objectives:

At the end of the course, participants will be able to:

  • Identify the key m-Fin reports useful for monthly reconciliation activities;
  • Demonstrate how to run these reports; and,
  • Demonstrate how to read the information provided on these reports.

Program Policies

NASBA Statement

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: