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Budget Training

See a list of budget classes and class materials.

The following classes are developed and taught by the Campus Budget Office and are available through Staff Education and Development. Most courses are offered four of five times a year, depending on demand. In addition, group or individual training can be tailored to your departmental needs and offered in-house at a time convenient for you and your staff. Check the dates of classes and Sign up for any of these classes through UC Learning Center.

 

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Budgeting 100 – Introduction to Budgeting

Intended Audience: Budget Analysts, Financial Analysts, Admin Analysts and Assistants, Executive Assistants, MSOs, DBOs.

This course introduces general budgeting concepts including:

  • Role budgets play and differences between accounting/finance/budgeting
  • Understanding budgetary fund sources and uses and various classifications and attributes
  • Reading and understanding financial statements for higher education
  • Overview of the budget process and specific timeline for UC San Diego
  • Preparing a simple department budget using various assumptions and methodologies

The participant will understand UC San Diego’s funding types and related attributes and how they affect the budget process. The participant will also understand basic financial statements for higher education and how they differ from the private sector. Finally, the participant will learn the basic components of the budget process and how it functions at UC San Diego.

Budgeting 101 – Understanding and Monitoring Your Budget

Intended Audience: Budget Analysts, Financial Analysts, Admin Analysts and Assistants, Executive Assistants, MSOs, DBOs.

This course introduces specific components of UCSD budgets, chart of accounts and other hierarchical structures both current state and future state, allocations and re-appropriations, budget monitoring tools, and deficit balance analytics

  • Prior year carryforward, perm budget, one-time allocations, operating budget, operating ledger and what they mean
  • IFIS and Perm Budget System Queries and Reports helpful for budget development and monitoring
  • Deficit Monitoring tools
  • Compensation Allocations
  • Explanation of Composite Benefit Rates
  • Budgeting Best Practices
The participant will understand the components of their budget and the various roll up structures.  The participant will also be aware of the current tools available for budget monitoring and overdraft monitoring and prevention. Finally the participant will hear about best practices for monitoring and setting budgets.

New - Budgeting 200 - Advanced Budgeting Topics

Intended Audience: Fiscal staff with budget responsibility.

This course provides a review of UCSD’s annual budget development and incorporates currently available campus software tools to guide the participant in analyzing current financial performance and assist in preparing budgets.

Topics covered, including hands on exercises:

  • Best practices and tools to review current and previous year’s financial performance including variance analysis
  • Forecasting
  • Budget Development
  • Discussion of budget process as it relates to new Oracle Budget system including new budget accounts and a review of Oracle terminology.

The participant will also will gain advanced knowledge on the available IFIS and Cognos reports developed specifically for monitoring financial performance. The participant will also be introduced to new Oracle terminology.

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