Finance 101 Training and Coffee Hour with Financial Services

The Finance Team holds trainings and office hours through out the year. For more information and to register to attend, go to the Financial Services Training webpage. We hope to see you there! 

FHR COUNCIL
The Finance and Human Resources (FHR) Council is made up of representatives from across the University and provides a forum to discuss financial services and human resources related topics, such as administrative directives, audits, technical questions, finance updates, and training. Deaprtment leaders, to include staff that complete fiscal and human resouce related items to the email distribution list, send an email to Financial Services.

Financial Services Training

The previous trainings, guides, and videos are now available on the Financial Services Training webpage, click on the link provided below.


Year-End Deadlines

The year-end deadline materials are available below. The deadline schedules ensure that CSU Channel Islands will meet its reporting deadlines to the CSU Chancellor’s Office and the State Controller’s Office.

To view Adobe PDF documents, please download and install the free Adobe Reader. To view SharePoint documents, please login into myCI.

YearMaterials
2023
Procurement Year-End Deadlines (requires myCI login)
Fiscal Services Year-End Deadlines (requires myCI login)

FHR Council

The FHR Council meeting materials are available below. Unless otherwise noted, all meetings are currently being held virtually/online.

Meeting Year
Meeting Date
Materials
2022
April 27
Presentation (PDF, 1.8KB)
Meeting Recording for April 27, 2022requires myCI login to review
Auxiliary Year-End Deadlines (PDF, 109KB)
Chart of Accounts
Year-End Deadlines
2021
December 9
Presentation (PDF, 3MB)
Travel Ban (PDF, 296KB)
Chart of Accounts (PDF, 382KB)
Certify Request Form
complete the Survey
April 22
Presentation (PDF, 1MB)
Year-end Deadline Schedule (PDF, 144KB)
Finance 101 Training Schedule* (PDF, 133KB)
Forms and Tutorials webpage
2020
August 26
Presentation
Agenda
April 23
Presentation
Agenda
2019
November 20
Presentation
Agenda
January 8
Presentation
Agenda
2018
June 12
Presentation
May 8
Presentation
Agenda
April 10
Agenda
February 13
Agenda
January 9
Presentation
Agenda
2017
April 4
Presentation
2016
June 7
Presentation
Agenda
April 5
Presentation
Agenda
March 1
Presentation
Agenda
2015
November 3
Presentation
Agenda
September 1
Presentation
Agenda

If you have questions related to the schedule, future topic suggestions, or distribution list, contact Teresa Montoya at Financial Services. Please use "FHR Council" as the email subject.


FHR Council Members

Council Chairs

Stephanie Bracamontes,
Asst. Vice President for Financial Services/Controller

Laurie Nichols,
Assoc. Vice President for Administrative Services and HRO

FHR Council roster, April 2020 (PDF, 141KB)

Tip of the Month

Outlook Quick Step

Learn how to manage your mailbox by using Outlook Quick Step, a helpful tool in Outlook for managing repetitive tasks including recurring emails and meetings.

Learn more (PDF, 270KB)

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