Fiscal Management Courses

  • Required courses (5)
  • Elective credits (2)
  • Personal Excellence courses (6)

Course Description for Core Courses

PRO302 The Color of Money: A Guide to How Moneys May Be Spent at UF Instructor: Alan West
Tuesday, October 18 Register Now 1:30 p.m. to 4:30 p.m.
Tuesday, November 8 Register Now 1:30 p.m. to 4:30 p.m.

The University of Florida is a complex place with various funding sources. This workshop will introduce UF’s sources of funds along with the accompanying rules, or directives, that govern how each type of monies may be spent. Participants will learn about “allowable expenditures” for each funding source and have a chance to practice applying the rules to ensure uniform and consistent application of associated directives. The overall objective of this workshop is to ensure UF employees with fiscal responsibilities understand how funding sources can be used when completing financial transactions.

Clarity + Compliance = Good Stewardship!


PRO303 Internal Controls at UF elearning Available as an on-demand online course through myTraining

Participants will be introduced to an “internal control framework” and study the key concepts together with a series of questionnaires that will guide them in performing unit-based internal control self-assessments.


PRO304 Basic Accounting Concepts for UF Administrators Instructors: Alan West, Brad Bennett, Patrice Lecomte
Thursday, September 1 Register Now 9:00 a.m. to noon
Thursday, November 10 Register Now 1:30 p.m. to 4:30 p.m.

This course will enable you to develop a basic understanding of the accounting structure, system and concepts used to manage the financial transactions and flow of money at the university.


PST950 Budget and Commitment Control elearning Available as an on-demand online course through myTraining
myufl Course provides instruction on use of the myUFL system

This interactive session covers UF’s approach to budgeting in myUFL. Commitment Control is an accounting methodology that identifies and reserves (or commits) funds for future payment obligations.


PST130 Reconciliation elearning Available as an on-demand online course through myTraining
myufl Course provides instruction on use of the myUFL system

In this class we introduce reports, tools, directives and recommendations for management of financial activities at the departmental level.


Fiscal Electives – Course Descriptions

Select 2 electives

Please keep in mind the following guidelines for elective credit:

  • Fiscal certification requires completion of two elective credits
  • Most of the electives are grouped; you need to take all of the courses within a grouping in order to get one elective credit for that grouping
  • At least one of your electives must be within the Completing Transactions Competency
  • Together with the required core courses, the electives can help develop a foundation within the associated competencies

Fund and Spending Knowledge Competency

Completing Transactions Competency

Purchasing elective grouping (1 elective credit)

PRO305 Procurement Policy – Procurement 101 Instructor: Karen Olitsky
Thursday, October 6 Register Now 8:30 a.m. to noon
Elmore Hall, Room 101
Thursday, December 1 Register Now 8:30 a.m. to noon
Elmore Hall, Room 101

Procurement 101 is an introduction and overview of the policies, regulations and statutes that govern procurement at the University. This workshop is for requisition initiators and department approvers who work with requisitions and purchase orders. Topics covered include elements of a good quote, dollar levels for verbal and written quotes, definitions of public solicitations and tips for working with the UF Purchasing Department.


PST073 Intro to Purchasing in myUF Market elearningAvailable as an on-demand online course through myTraining
myufl Course provides instruction on use of the myUFL system

This course introduces the new myUF Market to employees designated as Requestors.
Units will go live with the new myUF Market as their training week begins and once security is in place. DSAs can request security for Requestors within a day or two after training completion.


Accounts payable elective grouping (1 elective credit)

PST956 Online Journal Entry elearning Available as an on-demand online course through myTraining
myufl Course provides instruction on use of the myUFL system

In this course, participants will learn the journal entry process for departments that have infrequent to regular monthly financial transactions including entering and editing journal entries online, budget checking and posting. This workshop is required for the UF_GL_END_USER, UF_AP_VOUCHER_PROCESSOR and UF_AR_CASHIER roles.


PST970 myUF Payments for Approvers elearning Available as an on-demand online course through myTraining
myufl Course provides instruction on use of the myUFL system

This interactive session reviews the topics and skills necessary to approve invoices in the myUF Payment Solutions system. This training aligns with the UF_AP_Approver security role, which enables users to find existing vouchers, annotate invoice images, route invoices to users, view vendors, add GL allocations to invoices, approve invoices for payments, enter check requests for unencumbered payments, amend chartfields and budget check vouchers, add supporting docs to invoices and vouchers, create expense journals, and submit vouchers for payment.


Assets elective grouping (1 elective credit)

PST120 Asset Management: Purchasing and Acquisition of Assets elearning Available as an on-demand online course through myTraining
myufl Course provides instruction on use of the myUFL system

This hands-on session is for individuals who create requisitions and receive assets for their department. Completion of PST073 Introduction to Purchasing is strongly recommended prior to attending this course.


PST502 my Assets elearning Available as an on-demand online course through myTraining
myufl Course provides instruction on use of the myUFL system

In this course, participants will complete an overview of the myAssets property system, designed for departmental property custodians and contacts to control their department inventory. The course shows how to obtain a listing of department assets and submit property status change requests to Asset Management, including updating property, completing inventory, creating reports of survey, and requesting surplus equipment pickup. The course also discusses inventory policy and explains workflow of requests to department approvers and Asset Management for final approval and processing in myUFL.


PST970 myUF Payments for Approvers elearning Available as an on-demand online course through myTraining
myufl Course provides instruction on use of the myUFL system

This interactive session reviews the topics and skills necessary to approve invoices in the myUF Payment Solutions system. This training aligns with the UF_AP_Approver security role, which enables users to find existing vouchers, annotate invoice images, route invoices to users, view vendors, add GL allocations to invoices, approve invoices for payments, enter check requests for unencumbered payments, amend chartfields and budget check vouchers, add supporting docs to invoices and vouchers, create expense journals, and submit vouchers for payment.


Travel and expense elective grouping (1 elective credit)

PST930 Travel and Expense elearningAlso available as an on-demand online course through myTraining
myufl Course provides instruction on use of the myUFL system

Designed for those who will be creating transactions, this interactive workshop introduces the upgrade features of Travel and Expense in myUFL. Along with a brief review of upgrade related procedures, participants will review:

  • Completing transactions in: Expense Reports
  • Completing transactions in: Travel Authorizations
  • Completing transactions in: Cash Advances
  • Setting up User Preferences
  • Security role requirements

PRO306 UF Travel Directives Workshop Instructor: Brett Wallen
Tuesday, September 13 Register Now 8:30 a.m. to noon, Elmore Hall, Room 101
Wednesday, October 5 Register Now 8:30 a.m. to noon, Elmore Hall, Room 101
Tuesday, November 8 Register Now 8:30 a.m. to noon, Elmore Hall, Room 101
Tuesday, December 6 Register Now 8:30 a.m. to noon, Elmore Hall, Room 101

Business Travel at the University of Florida and be very complex due to the overwhelming amount of rules and guidelines that must be followed. This workshop is designed for departmental representatives that perform travel-related duties. This is not a “how to” workshop. This workshop is designed to provide an in-depth review of travel-related rules/guidelines and answer the question…”What is allowed to be claimed in accordance with the UF Travel Directives?”


Making deposits elective grouping (1 elective credit)

PST021 Making Deposits in myUFL elearning Available as an on-demand online course through myTraining
myufl Course provides instruction on use of the myUFL system

Designed for employees who must deposit revenue without tracking customer information, this certified hands-on class will cover:

  • Basic myUFL Accounts Receivable Terminology
  • Direct Journal Deposits
  • How to Edit/Correct Mistakes
  • How to Account for Taxes
  • How to enter Credit Card and EFT Deposits
  • Review process for printing Deposit Transmittal FormThis session also is designed for UF employees who are responsible for depositing cash expense refunds. In this session, participants will learn how to record a deposit and create the accounting entry in the myUFL system.

PST956 Online Journal Entry elearning Available as an on-demand online course through myTraining
myufl Course provides instruction on use of the myUFL system

In this course, participants will learn the journal entry process for departments that have infrequent to regular monthly financial transactions including entering and editing journal entries online, budget checking and posting. This workshop is required for the UF_GL_END_USER, UF_AP_VOUCHER_PROCESSOR and UF_AR_CASHIER roles.

Budget Development Competency

Reporting elective grouping (1 elective credit)

PST117 Reporting: PowerPlay Instructor: Fran Fiorello
myufl Course provides instruction on use of the myUFL system
Thursday, November 3 Register Now 8:30 a.m. to noon
HR Building, Room 119
elearningAlso available as an on-demand online course through myTraining

In this hands-on session, we explore PowerPlay Cubes and review the available content. Designed for the end user on campus who needs to generate reports for his or her financial transactions, this session will cover:

  • How to generate meaningful reports, including using functions such as filtering, sorting, nesting, and suppressing
  • The financial and HR-related content that is available to UF Departments
  • Find the details you need
  • How to run reports and download the information

Prerequisite: PST910


PST910 Reporting: Basics Instructor: Fran Fiorello
myufl Course provides instruction on use of the myUFL system
Tuesday, September 20 Register Now 8:30 a.m. to noon
HR Building, Room 119
elearningAlso available as an on-demand online course through myTraining

For the end user who needs to generate basic reports for financial- or HR-related transactions, this session explores basic concepts associated with Enterprise Reporting and reviews the reporting content. Prerequisite to PST912 and PST117.


PST912 Reporting: Query Studio Instructor: Fran Fiorello
myufl Course provides instruction on use of the myUFL system
Tuesday, October 25 Register Now 8:30 a.m. to noon
HR Building, Room 119
elearningAlso available as an on-demand online course through myTraining

Introduces the Enterprise Reporting Query Studio tool with a brief overview of the Data Warehouse and a closer look at the various data packages. Become familiar with the Query Studio interface and complete exercises on query-building skills. This course is required to gain the UF_ER_CRN_Query_Studio security role. Prerequisite: PST910


Research administration elective grouping (1 elective credit)

RSH270 Award Management elearning Available as an on-demand online course through myTraining

This course discusses some of the most important management practices for sponsored projects. These “best practices” are focused on allocating and assigning appropriate costs correctly the first time and reviewing sponsored project transactions in order to identify any costs that might be placed incorrectly or require follow-up.


PRO323 Post-Award Overview at UF elearning Available as an on-demand online course through myTraining

The Office of Contracts and Grants Accounting Services has created this course to provide an overview of the “Post Award” area within research administration. Key areas of responsibility will be explored so that faculty, department administrators and other key research personnel will understand how these offices serve them in managing the sponsored program portfolio.


Spreadsheet Software Competency

Excel elective grouping
For training regarding this competency, please visit Lynda.com.

Please note, the Excel elective grouping will no longer count towards the Pro 3 Fiscal certification.


Personal Excellence – Course Descriptions

Required courses (6)

PRO301 UF 101: What Every Employee Should Know About the University of Florida elearning Available as an on-demand online course through myTraining

This workshop is designed to increase institutional awareness so that employees at the University of Florida may be more effective in their jobs as they navigate the complexities of our large university and serve as resources for others. This workshop reviews UF’s overall organizational structure, its managerial structure (deans, directors, department chairs, etc.), and other relevant university relationships, including the University Board of Trustees and Board of Governors. Other key resources and facts about the university also are introduced.


GET050 Achieving Results Instructor: Courtney Moon
Tuesday, October 11 Register Now 9:00 a.m. to noon
Tuesday, December 13 Register Now 9:00 a.m. to noon

This session focuses on a key workplace skill — identifying and achieving the desired results of your work. In this session, you will learn to:

  • Identify clearly what you want and define your priorities
  • Explore methods for persisting in the face of challenges
  • Create goals that are clear and compelling
  • Develop a strategy that leads to accomplishment of your goals

SCS010 HR 101: A Practical Guide to Fair and Legal Supervision Instructors: Kim Baxley, Kevin Clarke, and Keisha Jones
SC_circles Also counts toward Managing at UF: The Supervisory Challenge
Thursday, September 15 Register Now 1:00 p.m. to 4:30 p.m.
Wednesday, November 16 Register Now 8:30 a.m. to noon

Explore the legal side of supervisory decision-making by examining how federal laws affect employment decisions, what you can and can’t ask applicants and employees, and UF policies and procedures.


SCS060 Relationship Strategies Instructor: Ronda Mitchell
SC_circles Also counts toward Managing at UF: The Supervisory Challenge
Thursday, October 6 Register Now 9:00 a.m. to noon
Tuesday, December 13 Register Now 1:30 p.m. to 4:30 p.m.

This workshop offers guidelines for understanding and adjusting to the differences in people, through observation of their behavior. The tools presented will enable you to see yourself and your world through someone else’s eyes—and that can go a long way toward increasing communication effectiveness!


SCS065 Decision-Making Strategies Instructor: Irma Alvarez
SC_circles Also counts toward Managing at UF: The Supervisory Challenge
Thursday, October 6 Register Now 1:30 p.m. to 4:30 p.m.
Wednesday, December 14 Register Now 9:00 a.m. to noon

Leaders are judged by the decisions they make – decisions about people, policy, strategy, as well as decisions in difficult situations. Some leadership experts argue that making good decisions, sometimes understood more broadly as judgment, is essential for leadership success. In this session, we will define a process for cultivating our own good decision-making, even our own good judgment, as leaders. We will use case studies to apply and learn from the model.


One (1) of Training and Organizational Development’s Business Communication courses
See T&OD schedule for dates, times and locations of Business Communication workshops.