Training Schedule and Training Sections

EXISTING UCSC COURSES in UC Learning Center

Budget and Financial Management Part 1 — This is the first class in the UCSC Budget and Financial Management Course Series: A high-level explanation of the university budget. The class will review university funding streams and explain how funds are distributed and utilized on our campus.

Budget and Financial Management Part 2 — This is the second class in the UCSC Budget and Financial Management Course Series: A general explanation of how budget is managed centrally and across campus. We’ll discuss the campus chart of accounts, elements of the FOAPAL, the financial calendar, campus financial systems and what comprises the operating budget.

Budget and Financial Management Part 3 — This is the third class in the UCSC Budget and Financial Management Course Series. This class covers best practices for managing a budget on campus. Topics covered include appropriate fund use, the process for establishing fees and recharge rates, the short-term interest pool (STIP), central benefits pools, composite benefit rates, budgeting for cost increases, and available resources for budget managers. The differences in managing core-funded budgets versus recharge/auxiliary budgets will be explained throughout.

Budget and Financial Management Part 4 — This is the fourth class in the UCSC Budget and Financial Management Course Series. This class dives into the minutia of the Financial Transactions Report. (a.k.a. “the general ledger”). Participants will get a better understanding of the timeliness of budgetary and financial transactions, how to read the financial transactions report, where to get help if something is unclear, and commonly misunderstood transactions.