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A talented team of professionals from the Continuous Improvement, Staff Development and Engagement team at the Service Center of Excellence offers training programs that foster career development, continuously nurture achievement and encourage success for UNC-Chapel Hill’s finance professionals.

Available Training

ConnectCarolina User Information Site

This is the primary source for Finance training.

Other Finance Training

Continuing Professional EducationContinuing 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. Classes are held throughout the year and as space allows are also open to CPAs from the surrounding community and other universities.

Upcoming CPE Opportunities

Check the NC Office of the State Controller site for upcoming CPE opportunities.

To be notified when CPE events are scheduled, email fa_sce_training@unc.edu.

Links for CPAs
Bill Presentation
Customer Billing Management
Purchasing

Information on BuyCarolina can be found on the BuyCarolina site. BuyCarolina training information can be found on the ConnectCarolina User Information site.

Purchasing Card (P-Card)

Computer-Based Trainings(CBTs)
The CBTs may display more clearly in the Mozilla Firefox browser than in Internet Explorer or Chrome.

NOTE: After completing the CBTs, you must log in to the quiz by entering your First Name, Last Name, ONYEN and UNC email address.
Other Guides
Quick Reference Cards (QRCs)
“Getting to Know Works” Webinar
Surplus Property
Concur Travel

Please visit the Concur Travel webpage for training and resources.

Travel & Expense Card Training and Resources

Please visit the Travel & Expense Card webpage for training and resources.

Available Classes
  • Excel: IF Statements – An Introduction to using IF, IFS, and SumIF in Excel.
  • Excel: Pivot Tables – This course is an introduction to Pivot Tables in Excel. Attendees will learn how to format data for a pivot table as well as how to create a pivot table.
  • Excel: Charts – This course covers an introduction to creating charts and using the ideas application in Excel. We will then cover how to edit chart areas, manipulate data series in charts, and more. Basic Excel formatting skills are required.
  • Excel: Dashboards – This course covers an introduction to creating charts and using the ideas application in Excel. We will then cover how to incorporate pivot tables and pivot charts into a reporting dashboard. Basic Excel formatting skills are required and an understanding of pivot tables recommended.
  • Excel: Conditional Formatting – This training is a basic introduction to conditional formatting in Excel.
  • Excel: Intro to Formulas – An introduction to creating formulas and utilizing excel functions for calculations and reports. Functions will include Sum, Sumif, Vlookup, and more.
Register for Excel Classes

Additional Training Resources

Contact

Continuous Improvement, Staff Development and Engagement
400 Roberson Street, Carrboro, NC
Campus Box 1930

Department Email
fa_sce_training@unc.edu
Contact Phone
919-962-9664