Training and Development

This training guide will help you find the finance training you need for your role.

Introduction

• Instructor-led and online finance training can be found in the University’s learning management system, CarolinaTalent Learning.
• Direct links and additional resources are listed on specific topic webpages within the Finance website as described below.
• See the Services pages for additional details about departmental services.

Training Topics

Accounting

See the Accounting Services webpage for topics including the Fundriver system, chartfield strings and queries.

Assets Management

See the Assets Management webpage to access the Managing Assets for Campus Departments Training and related policies and procedures.

Budgets

Budget training is now housed on the Budget Execution webpage on the Budget and Data Analysis website.

Campus Vouchers

Creating Campus Vouchers: ILT

• Register
• User Guide

Continuing Professional Education for CPAs

Continuing Professional Education (CPE) classes provide faculty and staff who hold a Certified Public Accountant (CPA) license the opportunity to earn CPE credits in topics related to advanced level University financial management.

Upcoming CPE Opportunities

• Events at UNC-Chapel Hill: the Finance and Operations Service Center of Excellence training team hosts 2-3 CPE events each year. To be notified when CPE events are scheduled, email fa_sce_training@unc.edu.
• Check the NC Office of the State Controller website for upcoming CPE conferences and webinars, including the required profession ethics topic.

CPE Credits with LinkedIn Learning via Carolina Talent

LinkedIn Learning is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Through Carolina Talent My Learning, University employees can access courses that offer CPEs. When searching and viewing a LinkedIn Learning course, look for the CPE Sponsors/QAS logo.

Links for CPAs

• North Carolina Association of CPAs
• American Institute of CPAs
• North Carolina CPA Board of Examiners
• CPA Uniform Examination

Customer Billing Management (CBM) and Bill Presentation

• CBM and Bill Presentation Quick Reference
• Bill Presentation Manual
• Bill Presentation CBT
• Customer Billing Management Manual
• Customer Billing Management CBT
• Correcting Posted CBM Charges

Deposits

• Making University Deposits: ILT
  • Register
  • User guide
• Deposits webpage

Excel

• Excel instructor-led classes on Carolina Talent
• Carolina Talent also has a long list of LinkedIn Learning online classes covering Excel and other common applications.

InfoPorte

Finance Reporting with InfoPorte CBT Curriculum

Internal Controls

See the Internal Controls Tools webpage for fiduciary responsibility training, the Internal Controls Update Newsletter and an extensive list of resources.

Journal Entries

• Creating Campus Journal Entries: ILT
  • Register
  • User Guide
• Journal Entries in ConnectCarolina webpage

Purchasing

• Creating Purchase Requisitions and Receiving: ILT
  • Register
  • User guide
• BuyCarolina webpage
• Purchasing: How to Buy webpage
• Purchase Requisitions Processing webpage

Payment Card Services

• Purchasing Card (P-Card)
• Travel & Expense Card

Suppliers and Independent Contractors

• Requesting Suppliers and Independent Contractors: ILT
  • Register
  • User guide
• Payment Works: See Vendor Management webpage
• Independent Contractor Management webpage

Surplus Property

Surplus Property Management System

Time Information Management (TIM)

See the Time Information Management (TIM) webpage for role-specific training.

Travel

• Get Started
• Concur