Training

Our core curriculum isfocused on 'smajor financial systemsand includes information on how to manage's funds, donations, gifts or expenses. We invite you to attend classroom courses, watch how-to videos, and take theonline courses.The Campus Controller's Officein conjunction with the Office of University Controller, Procurement Service Centerand other Boulder constituents, offers on-demand and instructor-led courses designed for both new and advanced professionals.

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Upcoming Training Opportunities & Events

Financial Foundations - Monthly Sessions

Connect, Learn & Master Financial Compliance!

We recognize your dedication to accurate and compliant financial practices within your unit. Our monthly Financial Foundations sessions are designed to empower you with the knowledge and connections you need to excel.

Here's how you'll benefit:

  • 🎯 Gain Clarity: Each session focuses on a specific financial topic, making complex information digestible.
  • ջ️ Get Answers: Participate in open discussions with subject matter experts and get your questions answered directly.
  • 🌐 Expand Your Network: Connect with other financial representatives, share best practices, and build a supportive community.

August Focus: Business Expense Substantiation & Tax Implications

This training will guide employees through the Finance Procedural Statement on Business Expense Substantiation & Tax Implications (BEX), covering proactive steps for properly substantiating expenses. It will also address reactive measures and exception processes for unsubstantiated expenses and their tax implications.

Event Details

🗓️ Mark Your Calendar: Tuesday, August 19 from 10-11 a.m.
ʦ️ Secure Your Spot:

Missed a session? Access our full video archive.

Explore What We Offer

Financial Onboarding

The financial onboarding and training courses help ensure that faculty, staff, and executive-level employees understand and execute their fiscal responsibilities.

General Accounting

From accounting basics to advanced financial training, CCO offers a wide range of general and customized courses to fit your needs.

Financial Research Onboarding

Courses in this sectionare intended for those who manage sponsored projects.

Property Management

This training course isdesigned for new or experienced employees and covers all phases of departmental property management.

:Learn how to process financial transactions, run financial reportsand otherwise fulfill your fiscal responsibilities.

Webinars | An In-Depth Look at Topics

Watch the PSC and CCOjoint town hall where we provide updates on the state of procurement, payment servicesand the service desk. View the slide deck here.

Gain a basic understanding of the importance of month-end financial close, the tasks you need to completeand the deadlines that may impact you.

Gain a basic understanding of the definition of cost transfer and the steps involved to approve sponsored project cost transfers.

NRA webinars are available to the campus community via the Boulder Research Administrators Team (IdentiKey is required).