The Financial Reporting Strategy course will provide an overview of the software and tools used at CU for reporting financial data.  This course will not provide instruction for creating reports, but will instead lay the foundation for understanding the strengths of each tool and how each supports specific reporting requirements.  Topics will include Cognos m-Fin reports, PeopleSoft FIN 9.2 WorkCenter, PeopleSoft Query, PeopleSoft Reports, Cognos Query Studio, and PeopleSoft nVision.

Program Level: Basic

Prerequisites: None

Advanced Preparation: N/A

Instructional Method: Group-Live

Instructor: Calvin Anderson and Carl Sorenson

Recommended CPE Credit: 1 Hour

Field of Study: Computer Software and Applications

Course Objectives:

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

  • Describe the purpose and significant strengths of each reporting software technology;
  • Identify which technology is behind a given report;
  • Select the appropriate reporting tool that should be used for various business scenarios; and,
  • Describe the skills required to use and create reports with each tool.

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: