Financial Services Training

The Financial Services Unit provides valuable training workshops. These valuable trainings are for anyone completing fiscal-related processes for their department. These are an opportunity to ask questions and provide feedback in addition to the email communications that are sent out regularly. If you are unable to attend the trainings, the below presentations and video tutorials provide an insight on how to complete various processes and answer the most commonly asked questions. Trainings are provided by the Financial Services staff and take place throughout the year. If you have any questions, please contact us at FinancialServices@csuci.edu.

Year-End Deadline Schedule

Upcoming Training

Thank you for joining us at the Coffee Hour on Thursday, Dec. 19. The Team provides detailed information on new policies, processes, and implementations. Please see the presentation slides below. 

Financial Services provided a CSUCI Hospitality Policy, Procedures, and Guidelines update on December 13. The session was designed to provide tools to navigate the policy effectively. Please scroll down to see a link to the slides. 

Thank you for joining us at the Finance 101 Training on Wednesday, Feb. 28. The agenda included presentations on the property surplus request process, procurement contract process, general accounting-related matters, and cash handling procedures. Please see the presentation slides below. 

Coffee Hours

Finance 101

Training Guides

Accounting

Accounts Payable

Hospitality

Procurement

Travel

Other Resources:

Questions Regarding Financial Services Training, send an email to FinancialServices@csuci.edu.

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