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.


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Accounts Payable and Procurement (Requisitions, U Market) Courses

Accounts Payable

Procurement–U Market



Approval of Financial Transactions Courses

Continuing Education (Best Practice, Policy) Courses

FY24 Best Practice Topics: Uniform Guidance, Late Cost Transfers, Function Codes and Program Values, Funding Cost Share and Redistributing Indirect Cost Recovery (ICR), Fiscal Year-End Kickoff

FY24 Policy Topics: Processing, Documenting, and Approving Financial and Accounting Transactions

  Financial Continuing Education Video Channel

General Ledger (Journal Entry) Courses

Gifts and Endowments Courses

Reporting Courses

Travel and Expenses (Chrome River, Card Programs) Courses


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Accounts Payable and Procurement (Requisitions, U Market) Materials

Continuing Education (Best Practice, Policy) Materials

Best Practice and Policy Session Recordings and Slides

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.