Team up to review accounts
How can you, in your role as a leader, safeguard your funds and design structures to enhance fiscal accountability? Do you have a standard practice in place to prevent fraudulent activity that all of your staff are aware of and understand? The new “Fiscal Responsibility for Leaders” course is designed for the person in your unit who is in a position of authority and ultimately responsible for the finances of the unit, as well as those on his/her team who are involved in the reconciliation process.
Join other campus leaders to discuss the process of reconciliation and leadership’s role in the process. Hear the expectations on reconciliation from the CFO’s Office and consider the roles and structures needed in your area to ensure your unit has optimal safeguards 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.
The session is designed in a team format, and the department leader should attend with his/her business administrator and any other fiscal staff involved in monthly reconciliations. This is a discussion-based session that will share best practices and explore the challenges that emerge across campus. Participants will leave knowing what is expected for fiscal accountability and with ideas on structures that work to achieve this within their area and for their team.
How to register
Step 1: Determine the team members who will attend the training together.
Step 2: Select a team organizer and pick a date to attend.
Step 3: The team organizer should email Rachel Victoria at rachelstern@ufl.edu with:
- the date of the session the team wishes to attend
- department name and phone number
- number of people on the team attending
Step 4: Rachel will send a registration link to the team organizer.
Step 5: The team organizer will share the link ONLY with the team members attending the session.
Step 6: Each team member will use the link to register in myTraining.
Session dates
All sessions start at 8:30 a.m. and will end promptly at 11:30 a.m.
- March 1, 2019 (registration closes Feb 18)
- March 15, 2019 (registration closes March 4)
- April 19, 2019 (registration closes April 8)
- May 17, 2019 (registration closes May 6)