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California State University, Long BeachCalifornia State University, Long Beach

Financial Management Training - Course Catalog

CMS Finance: DWH 11g – All BU Reporting

Prerequisites:

None

Course Information:

This course is required for all new and current Data Warehouse End Users.

Course Description:

The following will be covered for all BUs (LBCMP, LBFDN, LB49R):

  • An overview of features in 11g
  • Managing Budgeted Funds
  • Managing Non Budgeted Funds
  • Transaction Reporting
Method:

Classroom

Course Documents:
Materials will be provided at training.

CMS Finance: DWH 11g – Grant Reporting

Prerequisites:

None

Course Information:

This course is required for LBFDN Data Warehouse End Users that manage Sponsored Award/Grant Funds, more specifically, PIs.

Course Description:

The purpose of this course it to teach the End User how to run and read the Data Warehouse reports related to Sponsored Awards. An overview of new features in 11g will be covered.

Method:

Classroom

Course Documents:

Materials will be provided at training.

CMS Finance – DWH Labor Cost Distribution (LCD) Reporting

Prerequisites:

Must be a LBCMP Business Unit End User.

Course Information:

This course is targeted for LBCMP Business Unit End Users needing to perform reconciliations and/or analysis of Labor Cost Distribution data.

Course Description:

The purpose of this course is to teach the End User how to perform various financial analyses using payroll data and managing a budget that includes payroll costs.

Method:

Classroom

Course Documents:
Materials will be provided at training.

CFS Inquiry and Reports

Prerequisites:

None

Course Information:

This course is required for CFS PeopleSoft End Users.

Course Description:

The purpose of this course is to teach the End User how to use the various CFS PeopleSoft Inquiries and Reports that track financial information and activities of the University and its Auxiliaries.

Method:

Classroom

Course Documents:
CFS PS 9.2 Finance Inquiry and Reports Training Manual

CFS Journal Entry & Upload (Actuals/Budget Journals)

Prerequisites:

None

Course Information:

This course is required for CFS PeopleSoft End Users.

Course Description:

The purpose of this course is to teach the End User how to enter Journal Entries in the CFS PeopleSoft System.

Method:

Classroom

Course Documents:
CFS PS 9.2 Journal Entry Training Manual
CFS PS 9.2 Journal Entry QRG

CFS Requisition Entry

Prerequisites:

None

Course Information:

This course is required for CFS PeopleSoft End Users.

Course Description:

The purpose of this course is to teach the End User how to enter Requisitions into the CFS PeopleSoft System.

Method:

Classroom

Course Documents:
CFS PS 9.2 Entering Requisitions Training Manual
CFS PS 9.2 Entering Requisitions QRG

CFS and Data Warehouse Open Sessions – All BUs

Prerequisites:

None

Course Information:

This course is required for all Business Unit End Users that have fiscal management responsibilities.

Course Description:

The purpose of this open session is to bring your specific questions and concerns related to CFS or Data Warehouse.

Method:

Classroom

Course Documents:
None

Customer Service Training – Part 1 – Great First Impressions

Prerequisites:

Attendance is by invitation only.

Course Information:

This course is the first of two customer service trainings targeted for Financial Management staff and students who provide in-person customer service to the Campus Community.

Course Description:

Part 1: Great First Impressions will focus on the following components:

  • An overview of the FM Customer Service vision
  • Identifying and discussing customer service influences
  • Highlighting the challenges to exceptional customer service
  • Focusing on inclusivity
Method:

Classroom

Course Documents:
Resources will be provided at training.

Customer Service Training – Part 2 – Meeting Expectations Exceptionally

Prerequisites:

Attendance is by invitation only.

Course Information:

This course is the second of two customer service trainings targeted for Financial Management staff and students who provide in-person customer service to the Campus Community.

Course Description:

Part 2: Meeting Expectations Exceptionally will focus on the following components:

  • Problem resolution
  • Customer service challenges and resolutions
  • Tools to help you meet expectations exceptionally
Method:

Classroom

Course Documents:
Resources will be provided at training.

Accounts Payable - Travel Workshop

Prerequisites:

None

Course Information:

This course is recommended for CSULB Faculty and Staff who are new to Employee business travel at the University, and current members who want a refresher.

Course Description:

The purpose of this workshop is to provide an overview of proper campus travel procedures. End Users will learn what documentation is required before, during, and after business trips to ensure successful travel claim transactions.

Method:

Classroom

Course Documents:

Campus Travel Procedures

ATI End User Training for Purchase Requests

Prerequisites:

None

Course Information:

This course is recommended for CSULB Faculty and Staff who purchase Electronic and Information Technology products and services.

Course Description:

Buyers in Purchasing will provide hands-on instruction and training on how to properly complete the CSULB ATI Section 508 Electronic & Information Technology Checklist in order to submit a requisition for products that are categorized as restricted, before purchasing said products.

Method:

Classroom

Course Documents:

Materials will be provided at training.

Contracts – Student Field Placement Agreements

Prerequisites:

None

Course Information:

This course is required for CSULB Faculty and Staff who handle student field placement agreements (internships) for academic credit.

Course Description:

The purpose of this course it to provide an overview of the forms required to place students in for-credit internships, including review of common issues/concerns, and insurance coverage.

Method:

Classroom

Course Documents:

Materials will be provided at training.

Insurance and Risk Management 101

Prerequisites:

None

Course Information:

This course is optional for CSULB Faculty and Staff who hire vendors, consultants, and independent contractors to perform services on or off campus.

Course Description:

The purpose of this course offered by Risk Management is to provide an overview of CSULB insurance requirements, required insurance documents, and risk identification/assessment.

Method:

Classroom

Course Documents:

Materials will be provided at training.

Open Lab: ProCard Reconciliation

Prerequisites:

Must be a procurement cardholder or reconcile on behalf of a procurement cardholder.

Course Information:

This course is targeted for CSULB Employees who reconcile procurement card transactions for their own card, or reconcile on behalf of a procurement cardholder.

Course Description:

The purpose of this Open Lab is to bring specific questions  and concerns related to monthly ProCard reconciliation.

Method:

Classroom

Course Documents:

None

Purchasing Procurement Card Training - Part 1

Prerequisites:

Must be a procurement cardholder.

Course Information:

This course is targeted for CSULB Employees who are Procurement Cardholders. This course is an introduction to the Procurement Card guidelines and permissible purchases.

Course Description:

The purpose of this course is to train CSULB Employees on what policies and procedures are the responsibility of every card holder.

The following will be covered:

  • Highlight the mechanism for authorization to purchase
  • Define permissible purchases versus strictly prohibited purchases
  • Additional documentation required to be attached to the monthly statement, and the time line by which this must be completed.
Method:

Classroom

Course Documents:

The training tutorial is available on the Procurement and Contractual Services – Purchasing webpage Procurement Credit Card Overview.

Purchasing Procurement Card Training - Part 2

Prerequisites:

Must be a procurement cardholder, or reconcile on behalf of a procurement cardholder. If a new Procurement Cardholder, attending Purchasing Procurement Card Training Part 1 is also a required component of the training. An approved FAA form must be on file to attend class.

Course Information:

This course is targeted for CSULB Employees who reconcile procurement card transactions for their own card, or reconcile on behalf of a cardholder before the cardholder reviews and signs the report.

Course Description:

The purpose of this course is to train CSULB Employees how to use CFS PeopleSoft to change chartfield values and provide detailed descriptions of their purchases. This data is then reflected in the month-end Procurement Card Reporting, Data Warehouse reporting and CFS Transaction Inquiry. The required supporting documents will also be discussed.

Method:

Classroom

Course Documents:

CFS ProCard Reconciliation Guide.

Purchasing 101 Workshop

Prerequisites:

None

Course Information:

This high-level workshop is required for staff members responsible for ordering office supplies, goods and services.

Course Description:

This workshop offered by Purchasing is to provide an overview of CSULB Purchasing guidelines; and Purchase options, such as submittal of on-line Requisition/Purchase Order, P-card, Staples, and Direct Expense.

Method:

Classroom

Course Documents:

Materials will be provided at training.

SFS – Cash Handling/Credit Card/E-Commerce Payment Policies

Prerequisites:

Must be authorized to handle Campus payments via cash, checks, credit cards and e-commerce on behalf of a department or other operation of the University or University Foundations.

Course Information:

This course is required for employees and student workers with access to cardholder data; and assigned cash, cash-equivalent, checks and e-commerce duties. Annual training is mandatory for employees or student workers in areas designated to handle Campus payments.

Course Description:

The purpose of this course is to train employees and student workers on the following:

  • Cash Handling procedures
  • Accurate recording of receipts
  • Ensure the reliability of financial data
  • Protection of cardholder data

Method:

Classroom

Course Documents:

Materials will be provided at training.

Staples Advantage® for Office Supplies

Prerequisites:

None

Course Information:

This course is targeted for CSULB Employees who submit and approve office supply orders.

Course Description:

The purpose of this course is to train CSULB Employees to submit and approve office supply orders using Staples Advantage®.

Method:

Classroom

Course Documents:

None