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.

Upcoming Training

Coffee Hour is held on the third Thursday of the month. The next is scheduled on  Thursday, April 18 at 10 a.m. The Team provides detailed information (in addition to the email communications) on new policies, processes, and implementations. If you have already registered, please use the same join link for future events.

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 encouraged pre-work and the presentation slides below. 

Coffee Hours

Finance 101

Training Guides

Accounting

Accounts Payable

Procurement

Travel

Other Resources:

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

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