UF CPE in-person courses are offered at no cost to current UF faculty, staff, and student employees. These courses qualify for CPE credit for Florida CPAs. Written proof of attendance will be supplied.  Looking for a calendar format of upcoming classes? Type in CPE in the Search for events box on the UF HR Calendar – Upcoming Events: Training & Organizational Development digital calendar.

May — August 2023 Courses

Accounting & Auditing

Fraud Awareness
Instructor: Chloe Campbell

Options:

  • June 6 from 1:30 – 4:30 PM
  • August 8 from 9:00 AM – Noon

This course is intended for anyone with tier 1, 2, or 3 fiscal responsibility. The course will define fraud, discuss the different types, and differentiate between theft and fraud. This course will also cover the types of fraud that occur most frequently at UF and outline the strategies for preventing, detecting, and reporting fraud.

Location: Virtual, Register in myTraining

Cost: FREE to UF faculty, staff, and student employees

Recommended CPE Credit: 2.5 hours

Course Type: Accounting and Auditing

Course Agenda: PDF

Color of Money
Instructor: Ruth Harris

June 1 from 9:00 AM – Noon

Clarity + Compliance = Good Stewardship! The University of Florida is a complex place with various funding sources. This workshop will introduce UF’s sources of funds along with the accompanying rules, or directives, that govern how each type of monies may be spent. Participants will learn about “allowable expenditures” for each funding source and have a chance to practice applying the rules to ensure uniform and consistent application of associated directives. The overall objective of this workshop is to ensure UF employees with fiscal responsibilities understand how funding sources can be used when completing financial transactions.

Location: Virtual, Register in myTraining

Cost: FREE to UF faculty, staff, and student employees

Recommended CPE Credit: 3 hours

Course Type: Accounting and Auditing

Course Agenda: PDF

Internal Controls
Instructor: Chloe Campbell

May 31 from 1:30 – 4:30 PM

Participants will be introduced to an “internal control framework” and study the key concepts together with a series of questionnaires that will guide them in performing unit-based internal control self-assessments. It will clarify the most dreaded auditor terms such as “segregation of duties”, “dual controls”, “risk assessment” and provide common sense definitions and an understanding of control procedures that apply to common office activities. It is especially useful for managerial employees with responsibilities over key business processes.

Location: Virtual, Register in myTraining

Cost: FREE to UF faculty, staff, and student employees

Recommended CPE Credit: 2.5 hours

Course Type: Accounting and Auditing

Course Agenda: PDF

Fiscal Responsibility for Leaders
Instructor: Emily Moran, Tiffany Schmidt, and Gwynn Cadwallader

Department leaders are notified when this class is available and provided registration details.

How can leaders safeguard your unit’s funds and design structures to enhance fiscal accountability? Is there a standard practice in place to prevent fraudulent activity that all of the staff are aware of and understand? These sessions are designed for the person in the unit who is in a position of authority and who is ultimately responsible for the finances of the unit, as well as his/her team involved in the reconciliation process. Join other campus leaders and teams to discuss the process of reconciliation and leadership’s role in the process.

Hear the expectations on reconciliation from the CFO’s Office and Contracts & Grants as you consider the roles and structures needed in your area to ensure your unit has optimal safe guards against fraud. Explore processes or structures that can be put in place with your team and learn efficient ways to provide accountability and internal controls with your unit’s financials. This is a discussion-based session. We will share best practices and explore the challenges that emerge across campus. You will leave knowing what is expected for fiscal accountability and steps to take with your team to establish structures that will work within your area and for your team.

Location: Virtual and In-person

Cost: FREE to UF faculty, staff, and student employees

Recommended CPE Credit: 2.5 hours

Course Type: Accounting and Auditing

Course Agenda: PDF

Behavioral

GBAS Institute 2023
April 25, 2023 

Sessions:

  • Navigating the Emotions of Change, 9:15-11:15 am. Becky Younglove
  • Recruiting with the Best of Them: Taking the Guesswork Out of Hiring, 9:15-11:15 am. John Sun
  • Work Smarter, Not Harder: Make Your Workflow Efficient, 12:30-2:30 pm. Elizabeth Lynch
  • Setting Healthy Boundaries for Better Workplace Interactions, 12:30-2:30 pm. Angie Brown

Location: Virtual or In-person

Recommended CPE Credit: 2 hours

Making Meetings Work
Instructor: Nicole Harris

July 6 from 9:00 AM –  Noon

How many meetings have you attended or conducted where they just seemed like wasted time? Well, no more! Attend this workshop to learn techniques for planning and facilitating effective meetings. This workshop also counts as an elective in the Supervisory Challenge certificate program.

Location: Virtual, Register in myTraining

Cost: FREE to UF faculty, staff, and student employees

Recommended CPE Credit: 3 hours

Course Type: Behavioral

Course Agenda: PDF

Cultivating Judgment: Critical Thinking Skills for Complex Work Environments
Instructor: Irma Alvarez

Options:

  • June 22 from 1:30 – 4:30 PM
  • August 29 from 9:00 AM – Noon

Things change rapidly and continually at work which requires us to address unanticipated, uncertain, time-pressured and complex problems and decisions. In this session we will consider how critical thinking, along with self-awareness and understanding of the mental shortcuts we often, and unknowingly, take can be integrated into a process to help cultivate good judgment. This workshop also counts as an elective in the Supervisory Challenge certificate program.

Location: In-person or Virtual, Register in myTraining

Cost: FREE to UF faculty, staff, and student employees

Recommended CPE Credit: 3 hours

Course Type: Behavioral

Course Agenda: PDF

Technical Business

GBAS Institute 2023
April 25, 2023 

Sessions:

  • Struggles with Participant Support Costs, 12:30-2:30 pm. Tiffany Schmidt
  • Bringing Space Back Down to Earth, 9:15-11:15 am. Brenda Harrell, Karri Bishop, and Jenna Saxton

Location: Virtual or In-person

Recommended CPE Credit: 2 hours

Annual Unrelated Business Income Tax Training
Instructor: UF Auxiliary Accounting Team and Guest Presenter from James Moore, Certified Public Accountants and Consultants

UF Community is notified when this class is available and provided registration details.

Learn how to apply Unrelated Business Income (UBI) guidelines and identify possible UBI-generating activities and how to complete the Electronic UBIT Certification Form. Bring your questions for the opportunity to engage with our tax experts and gain a better understanding of UBI tax compliance at UF.

Location: Virtual

Cost: FREE to UF faculty, staff, and student employees

Recommended CPE Credit: 1.5 hours

Course Type: Technical Business

Course Agenda: PDF

Excel Training – Data 1: Sorting and Filtering
Instructor: Pandora Cowart

May 23 from from 10:30 – 11:45 AM [Virtual]

Sorting data: Single, Multiple Levels, by Color, Columns. Filtering data: Hide rows based on criteria, Copy filtered data.

Location & Register: Gainesville Virtual and In-person | Jacksonville Employees Virtual  In-person

Cost: FREE to UF faculty, staff, and student employees

Recommended CPE Credit: 

  • In-person: 1.5 hours
  • Virtual: 1 hour

Course Type: Technical Business

Course Agenda: Virtual PDF | In-person PDF

Excel Training – Data 2: Advanced Filter and Basic PivotTables
Instructor: Pandora Cowart

May 24 from from 10:00 – 11:45 AM [Virtual]

Use Advanced Filters to create Complex Filters. SubTotal() Function for Math with Filtered Data. Introduction to Pivot Tables to Create Summary Reports.

Location & Register: Gainesville  Virtual and In-person | Jacksonville Employees Virtual In-person

Cost: FREE to UF faculty, staff, and student employees

Recommended CPE Credit: 

  • In-person: 1.5 hours
  • Virtual: 1 hour

Course Type: Technical Business

Course Agenda: Virtual PDF | In-person PDF

Excel Training – Data 3: PivotTables
Instructor: Pandora Cowart

May 25 from from 10:30 – 11:45 AM [Virtual]

PivotTables are summary reports, we can quickly take large datasets and build easy to read tables. Build, Filter, and Arrange Data , Retrieve data, find the
Number of Occurrences, Work with Text, Grouping Dates, and Multiple Values.

Location & Register: Gainesville  Virtual and In-person  | Jacksonville Employees Virtual  |  In-person

Cost: FREE to UF faculty, staff, and student employees

Recommended CPE Credit: 

  • In-person: 1.5 hours
  • Virtual: 1 hour

Course Type: Technical Business

Course Agenda: Virtual PDF | In-person PDF

 

Check back soon as we add more trainings.

 

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Last Reviewed

Last reviewed on 03/20/2024

Contacts

University Controller’s Office: (352) 392-1321