Schedule & Registration

 
Campus Courier Quest: Mastering the Art of Outbound Shipping

REGISTER

In this course, you will learn the essential steps for shipping rechargeable devices such as phones, computers, and other lithium battery-powered items. You will gain an understanding of the unique considerations for shipping lithium batteries and how to request shipping services through the Logistics Portal. Additionally, you will be introduced to the different request forms and how to complete them accurately. By the end of this course, you will be equipped with the knowledge and skills to ship your rechargeable devices safely and efficiently.

Payables Pioneers: Blazing Trails in Cost Transfers!

REGISTER

Learn best practices on how to avoid GL to PPM variances.

Wilderness Warriors of Waste Reduction: Unleashing Creative Sustainability & Surplus Solutions

REGISTER

In this course, you will learn about the innovative Custom Build Furniture Program, which repurposes modular furniture through Surplus Sales. This program promotes creative sustainability by reducing waste and supporting the University's commitment to environmentally responsible practices. You will gain an understanding of how to breathe new life into existing furniture, reducing the need for new purchases and minimizing the University's environmental footprint. By the end of this course, you will be equipped with the knowledge to effectively utilize the Custom Build Furniture Program, supporting the University's sustainability goals.

Setting Up Camp: Equipment Management Essentials

REGISTER

Discover how to procure inventorial equipment, understand the importance of tracking and managing equipment, and learn about the Campus Asset Management System (CAMS). This course will provide you with the essential knowledge to navigate equipment management and ensure compliance with university policies and procedures.

11:30AM-12:10PM

Trail Map to Timely Deliveries: Navigating Mail, Distribution

REGISTER

In this course, you will learn the fundamental differences between mail and distribution and the importance of proper addressing for efficient and timely delivery. You will gain an understanding of the current state of deliveries at UC San Diego and how it will evolve in the future. By the end of this course, you will be equipped with the knowledge to effectively navigate the university's delivery system, ensuring that your packages and mail reach their destinations accurately and efficiently.

Setting Up a Safe and Secure Financial Environment

REGISTER

Learn about the principles and components of internal control to ensure high standards of business and ethical practices.

Map to Efficient Invoicing: Navigating Transcepta

REGISTER

In this course, you will learn about Transcepta, UC San Diego's recommended electronic invoicing network for eligible suppliers. You will gain an understanding of the benefits and best practices for using Transcepta, including how to ensure accurate and timely invoice submission and how to optimize the invoicing process for efficient payment. By the end of this course, you will be equipped with the knowledge to effectively utilize Transcepta, streamlining your department's invoicing and payment processes.

 
Trailside Transactions: Receiving Payments at UC San Diego Part 1

REGISTER

In this two-part class, hear from Accounts Receivable, the Cashier's Office, and Internal Controls on the following topics:
- How to Claim Unidentified Payments (wires, ACHs & checks)
- Misc Receipt (COA)/Gifts
- How to conduct departmental cash/check deposits
- depositing funds into a chart string
- Intro BUS-49 Policy

Trailside Transactions: Receiving Payments at UC San Diego Part 2

REGISTER

In this two-part class, hear from Accounts Receivable, the Cashier's Office, and Internal Controls on the following topics:
- How to Claim Unidentified Payments (wires, ACHs & checks)
- Misc Receipt (COA)/Gifts
- How to conduct departmental cash/check deposits
- depositing funds into a chart string
- Intro BUS-49 Policy

Payment Pathfinders: Navigating Best Practices Trails

REGISTER

Payment services will be showing payment method best practices for checks, ACH, gift cards, and wires. This includes getting payments reissued, checking payment status, requesting payments, and updating payment methods in PaymentWorks.

Wilderness Wallet Wisdom: Chart of Accounts & Ledger Corrections

REGISTER

Learn about UC San Diego's Chart of Accounts, its structure, and high-level transaction corrections for accurate financial reporting.

Campfire Connections: Inviting Payees through PaymentWorks

REGISTER

In this course, you will learn about PaymentWorks, UC San Diego's payee management tool. You will discover how to invite payees to do business with UC San Diego, ensuring a secure and efficient process for managing payee information. You will understand the benefits of PaymentWorks, including new payee registration tracking, ACH payment options, and streamlined registration. By the end of this course, you will be equipped with the knowledge to effectively invite payees to PaymentWorks, enabling them to manage their information and conduct business with UC San Diego.

T&E Card Essentials Camp

REGISTER

In this course, you will learn the fundamentals of Travel and Entertainment (T&E) Cards at UC San Diego. You will discover how to request a new T&E Card, including the necessary steps and documentation required. By the end of this course, you will be equipped with the knowledge to efficiently navigate the application process for a T&E Card and understand the benefits of using a T&E Card for university-related travel and entertainment expenses.

Campfire Calculation: Sponsored Projects Budgeting in Oracle

REGISTER

Learn how to manage Sponsored Projects budgets with help from Oracle Guided Learning.

Camp BFS Campfire Social Event 

Visit the event page for details and to RSVP.

Camp for P-Card Department Administrators

REGISTER

In this course, you will learn about the roles and responsibilities of Procurement Card Department Administrators (PCDAs) at UC San Diego. You will understand the importance of overseeing department implementation and use of the Procurement Card program, ensuring proper use of the card, and managing department transactions. By the end of this course, you will be equipped with the knowledge to effectively manage the Procurement Card program in your department.

Campsite Finance: Navigating PADUA for Project Management

REGISTER

This course covers navigating PADUA, updating project and award data, and managing financial information efficiently.

Employee Expedition: Moving Contracts & Policies

REGISTER

In this course, you will learn about the moving company contracts and policies for new employee relocation at UC San Diego. This collaboration between Travel Moves and Procurement & Contracts will provide an overview of the supplier agreements in place for new employee relocation, ensuring a smooth transition for new hires. You will understand the importance of reviewing the Move/Relocation Expense Contacts and the Moving Company process to ensure compliance with university policies and regulations.

Navigating the RMP Recharge App

REGISTER

This course covers best practices for processing recharge transactions through the RMP Recharge Application at UC San Diego.

Lodging Logistics: Mastering Local Hotel and Venue Agreement

REGISTER

In this course, you will learn about the behind-the-scenes process of working with local hotels and venues for meetings, events, and room blocks at UC San Diego. This course will provide an overview of the hotel/venue contracts process, including how to set up a group/event contract with a non-agreement hotel, understanding hospitality terms such as attrition and cancellation charges, and the importance of using Agreement Hotels.

1:00PM-1:40PM 

Eco-Expedition: Sustainable Purchasing and Travel Practices

REGISTER

In this course, you will learn practical, actionable tips for embracing sustainability both professionally and personally. We'll cover our UC's sustainability policy, share best practices for making sustainable travel decisions and explore how to effectively utilize sustainable IPPS programs such as printer refreshes, surplus sales, and partnerships like Thermo Fisher. You'll also discover how to shop sustainably by leveraging existing programs with vendors like Amazon and Advanced Search suppliers. By the end of this session, you'll be equipped with a comprehensive toolkit of practical strategies to significantly reduce your environmental footprint while optimizing your work and daily activities.

Trailside Troubleshooting: Cost Transfer Tips

REGISTER

This course provides tips and troubleshooting guidance for processing cost transfers accurately and efficiently in Oracle.

Concur Commanders: Navigating the Approval Wilderness

REGISTER

In this course, you will learn the best practices for Concur approvers at UC San Diego. You will understand the importance of establishing an approval plan for your Financial Units and assigning the appropriate approvers for each Financial Unit. By the end of this course, you will be equipped with the knowledge to effectively manage the Concur approval process and ensure compliance with university policies and guidelines.

 
FER Fireside Chat: Financial Electronic Reporting Demystified

REGISTER

This course covers Financial Electronic Reporting (FER) for accurate and timely financial reporting at UC San Diego.

Concur Campfire: Lighting the Path to Mobile Mastery

REGISTER

In this course, you will learn about the Concur Mobile App, a convenient and efficient way to manage your business expenses and receipts on the go. By the end of this course, you will be equipped with the knowledge to effectively use the Concur Mobile App to manage your business expenses and stay productive while on the go.

Trailblazing E-Market Adventures

REGISTER

Learn about a UC San Diego eCommerce solution for campus departments.

Trail's End: Knowing When to Close Your Sponsored Project

REGISTER

This course covers the process and criteria for closing sponsored projects to ensure reporting accuracy and less stress.

Concur Campsite: Unpacking Tips, Tricks, and Allocations

REGISTER

In this course, you will learn expert tips and tricks for using Concur, UC San Diego's travel and expense management system. You will discover best practices for allocating expenses, including how to allocate by percent or amount and how to create and manage favorite allocations to streamline your expense reporting process. You will also learn how to effectively use Concur's features, such as saving allocations to a profile for future use. By the end of this course, you will be equipped with the knowledge to optimize your Concur experience and make expense reporting a breeze.

Starlight Standards: Setting Campfires for Entertainment Policy Excellence!

REGISTER

In this course, you will learn about the best practices for entertainment policies at UC San Diego. You will understand the importance of separating duties, such as hosting the event, preparing cost reimbursements, approving reimbursable costs, and reviewing and reconciling financial records. By the end of this course, you will be equipped with the knowledge to effectively manage entertainment expenses and ensure compliance with UC San Diego's entertainment policy.

Wilderness Wisdom: Correcting Mistakes and CIPERB Know-How

REGISTER

This course covers resolving common PPM contract billing mistakes and navigating CIPERB for accurate customer account setup.

2:30PM-3:10PM 

Travel Trekkers: Navigating Booking Trails & Reconciliation

REGISTER

In this course, you will learn how to book travel arrangements using Concur and understand the process of travel reconciliation at UC San Diego. You will discover how to create an Expense Report and link it to an approved Travel Request. You will also learn about the importance of retaining receipts for expenses related to UCSD business, such as mileage, car rental, meals, and hotel folio. By the end of this course, you will be equipped with the knowledge to effectively book travel and reconcile travel expenses in accordance.

 
Commerce Campfire: Boosting Small & Diverse Biz with SBDO

REGISTER

In this course, you will learn about the tools and resources available to support small and diverse businesses at UC San Diego. You will discover how the Small Business Development Office (SBDO) and Supplier.IO can help increase spend with small and diverse businesses on campus. By the end of this course, you will be equipped with the knowledge to effectively support small and diverse businesses and contribute to the university's commitment to diversity in procurement and business contracts.

Wilderness Workflow Wizards: Optimizing Processes at UCSD

REGISTER

This course covers optimizing BFS processes and systems, streamlining workflows, and improving efficiency through Business Transformation and Optimization.

Federal Funds Frontier: Navigating Purchasing Trails

REGISTER

In this course, you will learn the essential steps for purchasing on federal funds at UC San Diego. You will understand the importance of completing a Source Selection and Price Reasonableness Justification Form (SSPRJF) and you will discover how to complete an FFATA (Federal Funding Accountability and Transparency Act) report, which requires tracking and reporting of federal funds. Additionally, you will learn how to verify your project's funding source, including selecting the correct Contract Number and Funding Source in Oracle Procurement. By the end of this course, you will be equipped with the knowledge to effectively purchase on federal funds, ensuring compliance with UC San Diego's policies and federal regulations.

Trailblazing for Graduate Student Funding

REGISTER

We know how tricky it is to navigate shifting landscapes and process pathways. Meet us here at the 'trailhead' to learn more about upcoming graduate funding routes and how to best guide your department to success.

Oracle Outpost: Navigating Shopping Trails & Bidding Bonfire

REGISTER

In this course, you will learn the fundamentals of shopping in Oracle Procurement at UC San Diego. You will discover how to navigate the Oracle Procurement platform and understand the basics of bidding, including the differences between Request for Information (RFI), Request for Quotation (RFQ), and Request for Proposal (RFP). By the end of this course, you will be equipped with the knowledge to effectively shop in Oracle Procurement and navigate the bidding process.

Campsite Closure: Ending General Projects with Finesse

REGISTER

This course covers best practices for closing general projects, including checklist items and financial reporting requirements at UC San Diego.

Learn S'more about the Finance Training Program

REGISTER

Join us for an interactive session where we explore the process of building the Finance Training Program, offer a sneak preview of what's coming up next, and ask for your feedback on what you'd like to see.

BI & Analytics