Financial Training

Reliable financial information is essential to effectively manage the business of the University and protect its assets. These learning resources address the responsibilities everyone has for managing the finances and reputation of the University. The financial business process owners (BPOs) partner with the Financial Training team to create and provide training for the community.

Finance Operations Center

In late 2023, as part of the PEAK Initiative, the Finance Operations (FinOps) Center was established to create a more efficient, equitable, and consistent way to deliver services to the University system. Supported units request services online. See Types of Financial Service Requests (pdf). Units not supported will continue to enter transactions into EFS. Eventually, FinOps Center services will be available to all University units. See Finance Course Catalog FinOps Center (pdf) for current courses.

Courses and Materials

Finance Course Catalog (pdf) is a checklist of current courses. To see prerequisites and enroll in courses:

  1. Log in to Training Hub.
  2. For enrollment instructions, see Training Hub: Learner Guide (click “Enroll in Training”).
  3. Once an instructor-led course is complete, enrollment in its assessment is required.

To search for specific courses or materials below, select “Expand All” then use Ctrl+F (Windows) or Cmd+F (Mac) and type text to highlight.

Courses

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Accounts Payable and Procurement (Requisitions, U Market) Courses

Accounts Payable

Procurement–U Market

Procurement–Requisitions

Procurement–Receiving

Continuing Education (Policy, Best Practice) Courses

FY24 Policy Topics: Processing, Documenting, and Approving Financial and Accounting Transactions; Purchasing Goods and Services

FY24 Best Practice Topics: Uniform Guidance, Late Cost Transfers, Function Codes and Program Values, Funding Cost Share and Moving F&A, Fiscal Year-End Kickoff

General Ledger (Journal Entry) Courses

Reporting Courses

Materials

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Accounts Payable and Procurement (Requisitions, U Market) Materials

Accounts Receivable and Billing (Billing, Deposits, Compliance, Gifts and Endowments) Materials

Continuing Education (Policy, Best Practice) Materials

FY24 Policy Topics: Processing, Documenting, and Approving Financial and Accounting Transactions; Purchasing Goods and Services

FY24 Best Practice Topics: Uniform Guidance, Late Cost Transfers, Function Codes and Program Values, Funding Cost Share and Moving F&A, Fiscal Year-End Kickoff

Contact Us

Financial Helpline: 612-624-1617
[email protected]

1300 2nd Street S Minneapolis, MN 55454 (WBOB)
Campus Mail Code: 7529

Controller's Office units are housed in the West Bank Office Building (WBOB) and in the McNamara Alumni Center on the Twin Cities campus.