Video Library

Note: Some session recordings are only accessible through your account. You must be logged into to view the recordings. Please review if you need assistance logging into Microsoft Stream. If you are not an employee of CU Â鶹ӰԺ and would like to view a recorded training session, please email controller.training@colorado.edu.

 

Are you responsible for reviewing purchases for your department? Do you need to know how to look up requisitions, purchase orders or invoices? Join us for a demonstration of the advanced document search feature in CU Marketplace. Learn how to search for documents, save custom searches and export the results.

This one-hour Knowledge-Based Learning Session is designed to equip you with the knowledge and strategies to navigate the complexities of cost share.

Have you been asked to complete this year’s fiscal certification? Every year the university needs to certify that financial statements are accurate and complete and its internal control structure is effective. In this session, CCO's fiscal compliance experts Jennifer Carter and Sondra Payne will answer questions about this process and help you complete the assessment in a timely manner.

This report shows how the allocation of funds for infrastructure costs, such as buildings, heat, payroll, and human resources, is calculated for academic departments. The report also explains how the allocation is split between departments for projects where an ICR split has been set up. I'll walk you through an example project and show you how to access the report in the CU data system.

Learn about the inventory system, property management, guidelines and best practices. Those who have already completed the training are encouraged to attend.

If you are involved in research activities on campus, please watch this knowledge-based learning session hosted by CCO and Paul Myers, director of conflicts of interest and commitment in the Research & Innovation Office. We will detail the importance of the DEPA process and why we do it.

Effort reporting is an essential part of your job, but it can be tricky to understand and complete accurately. In this session, you'll learn everything you need to know about effort reporting, including: (1) What it is, (2) Who is required to do it, (3) Why it's important, and (4) How to complete an ePER accurately.

CCO’s acquisition accountant, Melissa Keller, will be leading this training covering the life cycle of a fabrication, from requesting the fabrication sub-class speedtype to putting the item into service. This training is appropriate for anyone involved in fiscal procurement, lab management and departmental property.

The Office of University Controller and the Procurement Service Center have reorganized how they deliver help desk and training functions. How does this affect you? Join Director Normandy Roden and Learning Design Manager Kristina Mendez to step through the transition and clarify where you should go for assistance.

Justin Church, associate director, highlights the most important aspects of the GASB 87 implementation and how it affects CU Â鶹ӰԺ campus departments. GASB 87 is a significant change in how we record our capital and operating leases, rental agreements, and record revenue from tenants.

Justin Church, associate director, highlights which IT contracts are subject to GASB 96 and what departments must do for CU Â鶹ӰԺ to comply with this new standard revenue from tenants.

Are you interested in a tool that can track non-capital items? A new equipment tracking tool within the HCM system can help departments track non-capital items, such as laptops, being used in remote offices and labs. In this session, we will walk you through this straightforward, flexible tool that links items to individual employees.

Note: The use of this tool is not required. While CCO does not have a policy requiring departments to track non-capital items, we ask that you are good stewards of campus resources. Each department can choose what items they want to track based upon the financial and information risk. 

We will present a brief overview of cost transfers, discuss red flags in audits and illustrate some tips to reduce the number of cost transfers.

If you're involved in research in any capacity at the university, we welcome you to our newest training about indirect costs—also known as facilities and administration (F&A) costs. The development and negotiation of the F&A cost rate is a complex process that only happens every 4-5 years. In this training, we will explain the purpose of the F&A cost rate and provide an overview of how the rate is calculated using base-year expenses.

In our current base year, FY22, we look forward to working with units (like yours!) across the campus to gather essential data about research, including spaces, equipment depreciation and library use. Learn how you can help strengthen CU Â鶹ӰԺ's ability to negotiate an F&A rate that allows us to better support research at CU Â鶹ӰԺ.

When purchasing items, have you questioned whether to use Marketplace or a procurement card? Join this session to learn more about how to determine when to create a purchase order in Marketplace or when to use a procurement card.

Do you have questions about month-end financial close? Are you struggling to remember which tasks you need to complete? And, what about all those deadlines? Join the Campus Controller's Office for an introduction to the month-end checklist which will help you organize your to-do list.

Join Guy Chavez from University Information Services as he presents the final product and performs a walk-through. Watch a live demonstration on how to personalize your home pages and use the Navigator.

In this session, we will present a live demonstration of this new m-Fin report. Join us as we walk through different prompts, explain the features and discuss the benefits of using the Project Ending Status report.

Help CU Â鶹ӰԺ mitigate risk and improve compliance with our capital asset inventories. Please join Greg Roers as he highlights property policies and procedures.

What are our obligations when we receive revenue from gifts and contracts? Under Section 117 of the Higher Education Act, we must make a reasonable effort to determine whether the source is foreign. 

Learn and watch a demonstration on how to use this m-Fin report that allows department users to monitor potentially unallowable expenditures on externally funded awards.

Planning an event? Not sure if your purchase is allowable? Understanding the Official Functions and Sensitive Expenses procedural statements can help you plan for and make allowable purchases. Join us in this session, where we will help you learn more about these procedural statements and how they apply to your unit's activity.

Struggling with university contracts? This KBLS clarifies who can sign them! We'll introduce the new Signature Authority Policy and answer questions like: what's an agreement, who approves them, and more.

Join Jason Swope, finance and budget manager, as he discusses a new tool in the tuition remission process for those rare exceptions when tuition needs to be posted early to a sponsored project. 

This KBLS is designed to walk users through how to navigate to the new page located in the MyCUInfo portal and answer questions that attendees might have regarding its overall functionality.

If you travel on official university business, book travel or are involved with reconciling travel expenses, you are invited to join us for an open session with PSC Travel to learn about the travel process/procedures and get answers to all your travel questions. 

There are a lot of moving parts to fiscal year-end and it can feel like a maze. We will discuss how to start preparing, including tasks you can do now and tasks to do closer to June.