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Finance Training for Faculty

Finance Training

The Finance training courses listed below are designed specifically for individuals that need a broad understanding of the finance processes and procedures at UNCW.

The course tracks are comprehensive by area of responsibility and sessions are shown in the order in which they should be completed.

If you... Register for... Course #
Need to know about the Finance departments within Business Affairs Finance Orientation FIN101
Need to understand you budget and view budget data in Banner Banner Navigation

Intro to Budgets		 BAN101
BGT101
Need to understand how the university receives and distributes new funding The Money Flow BGT305
Need to learn about departmental procurement, including P-Card P-Card for Budget Authorities

Purchasing Policies for Mgmt.		 PUR204
PUR401
Need to learn about procurement contracts Independent Contractor Procedures PUR301
Need to understand how transactions affect your funds and view transaction data in Banner Banner Navigation

Intro to Accounting

Managing Funds		 BAN101
ACT101
BAN202
Need to understand the UNCW travel Process Intro to UNCW Travel ACT103
Need to understand the UNCW Travel Card Process UNCW Travel Card Training ACT204
Need to understand petty cash, receipting and/or deposit responsibilities Petty Cash Requests

and/or

Departmental Receipting		 RCT101
RCT201
Need to understand how to administer your Contract & Grant Managing Your Contract & Grant Funds CGT301
Need additional one-on-one help with a Finance topic Contact the Finance Training Coordinator to schedule FIN103
Need a Finance representative(s) at a staff meeting to discuss a specific Finance topic Contact the Training Coordinator to discuss topics and scheduling FIN104
Need to create or change existing fund Guide to Banner Fund Establishment Form ACT306

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