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Leadership and Management Development
 
Financial Management

Title Basic Accounting Principles for Managers
Code FNACC1
Duration 2 Hours
Prerequisite None
Presenters Comptroller and/or Assistant Comptroller
Audience This session is open to any CPM manager with little or no previous financial experience or training.
Description This session will introduce participants to:
  • basic accounting practices
  • York University account structure
  • fund accounting
  • financial reporting

The following topics will be covered:

  • Chart of Accounts
  • Funds used at York University
  • Financial reports
  • Finance Department forms
  • Training seminars and other support available

Title Introduction to Finance
Code FNFIN1
Duration 2 Hours
Prerequisite None
Presenters AVP Finance and CFO as well representatives from General Accounting, Research Accounting, Financial Reporting, Procurement Services, Budgets and Planning, and Treasury.
Audience Any new CPM or YusApuY employee with financial responsibilities.
Description Participants will be introduced to the organizational structure of the Finance Department, outlining the roles and responsibilities of various sections within Finance and identifying key contacts; the York University Financial Structure; and the Finance Training Lifecycle. In addition, available resources and support for campus users will be identified.

The following topics will be covered:
  • The Structure of the York University Finance Department
  • Key Contacts
  • The Role of:
    • General Accounting (Accounts Payable, Cash Management)
    • Research Accounting
    • Financial Reporting
    • Insurance and Risk Management
    • Procurement Services
    • Budgets and Planning
    • Treasury
  • Training offered by the Finance Department and other support available
  • General Discussion / Questions

Title Commodity Taxes – GST and PST
Code FNTAX1
Duration 2 Hours
Prerequisite None
Presenters Insurance and Risk Management.
Audience This session is open to any CPM or YusApuY employee who has responsibilities for the collection and payment of GST and PST or the payment of supplier’s invoices and employee expense reimbursements.
Description Learn which sales require PST and GST collection, which purchases require GST and PST payments, how to record the GST and PST once collected and understand the GST Rebate procedure.

At the end of the session you will have gained an understanding of:
  • How the GST rebate collection effects Employee Expense Reimbursements
  • What constitutes a taxable sale for GST and PST purposes
  • What constitutes a taxable purchase for GST and PST purposes
  • How to account for the GST and PST

Title Working with eReports
Code E2RP10
Duration 2 Hours
Prerequisite Working knowledge of York Budgeting Practices and Financial/HR Reporting, or FNFIN1 - Introduction to Finance
Audience Anyone involved in obtaining, developing and/or analyzing financial, human resources, telecom or other reports available through the eReports application.
Description During this interactive session, participants will focus on:
  • Understanding and effectively navigating through the eReports application
  • Viewing various types of financial, human resources, DOHS, and Telecom reports
  • Navigating through reports
  • Understanding and effectively using various print options
  • Exporting and saving reports into Microsoft Excel
  • Understanding and effectively using search functions and criteria to produce custom eReports
  • Understanding and effectively using analysis functions

Title eReports for Advanced Users
Code E2RP20
Duration 2 Hours
Prerequisite Working knowledge of York Budgeting Practices and Financial/HR Reporting or (FNFIN1-Introduction to Finance); AND E2RP10 - Working with eReports.

Working knowledge of Excel is required. (Courses and MiniBytes are available through the Microcomputer Training Centre)
Audience This course is intended for those employees who must perform financial analysis for multiple cost centres.
Description This course will provide a more in-depth look at eReports with a goal of increasing your ability to optimize eReport capabilities and enhancing your knowledge of Excel for financial analysis.

During this interactive session, participants will focus on:
  • Understanding their security profile
  • Optimizing searches
    • Strategies for extracting data from eReports including variable filters
  • Exporting reports to Microsoft Excel
    • Options for interpreting data – data sort, filters etc.
    • Summarizing data – pivot tables, charts

Title eReports and Financial Reports for Researchers
Code FNERP1
Duration 2 Hours
Prerequisite None
Presenters Manager Research Accounting
Audience This course is open to YusApuY staff and Researchers, particularly those without administrative support.
Description During this interactive session, participants will focus on:
  • reviewing eReports features and functionality
  • identifying and interpretting key financial reports used to gauge the financial health of research projects

Title Financial Considerations for Administering a CFI Infrastructure Grant
Code FNCFI1
Duration 2 Hours
Prerequisite None
Presenters Manager Research Accounting and Director of Procurement Services.
Audience Researchers, specifically those who have secured a CFI grant.
Description To provide assistance and guidance to the financial administration of grants for researchers who have successfully secured a CFI infrastructure grant.
Review of relevant Finance Department policies and procedures and applicable forms.

Title Insurance and Risk Management - General Concepts
Code FNIRM1
Duration 2 Hours
Prerequisite None
Presenters Manager Insurance and Risk Management, Office of the Comptroller
(or Insurance and Risk Analyst).
Audience This course is open to any YusApuY or CPM employee who is interested in learning about insurance and risk management.
Description This course will Introduce basic insurance and risk management concepts, and relevant insurance policies/procedures.

The following topics will be covered:
  • Current insurance program at York University
  • Relevant policies (including Property, Liability, Automobile and Fine Arts)
  • Certificates of insurance
  • Risk management guidelines  (i.e., event planning, use of volunteers, use of personal vehicles on University business)
  • Adding York University staff to insured drivers list
  • Claims process (Internal and external) roles and responsibilities and relevant forms
  • Loss prevention and risk management
  • Liability concepts (negligence, duty of care, etc.)

Title The Procure to Pay Process
Code FNPPP1
Duration 3 Hours
Prerequisite None
Presenters Procurement Support Specialist and Manager of General Accounting.
Audience This course is open to any CPM or YusApuY staff responsible for purchasing, as well as researchers who manage research grants without administrative support.
Description At the completion of this course you will be able to:
  • Understand your roles and responsibilities, as well as those of Procurement Services and General Accounting, when purchasing on behalf of the University/with University funds
  • Understand the entire procure to pay cycle
  • Learn how to purchase strategically to leverage spending and value
  • Learn about policies and procedures, technological advancements, preferred suppliers, and more

Title The Year-End Process
Code FNYEP1
Duration 2 Hours
Prerequisite None
Presenters Manager Financial Reporting and Assistant Comptroller (or Supervisor Financial Reporting).
Audience This course is open to any CPM or YusApuY staff with budgetary responsibilities.
Description This course will provide a review of the Year-End process, such as reporting requirements, deadlines, and any changes to the process.

 

 

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