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X-WR-CALNAME:Workshops and Events Calendar
X-ORIGINAL-URL:https://workshops.uncg.edu
X-WR-CALDESC:Events for Workshops and Events Calendar
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DTSTART;TZID=America/New_York:20260401T090000
DTEND;TZID=America/New_York:20260401T110000
DTSTAMP:20260512T011028
CREATED:20260310T155523Z
LAST-MODIFIED:20260310T155523Z
UID:10000887-1775034000-1775041200@workshops.uncg.edu
SUMMARY:Budget Balances
DESCRIPTION:UNCG Budget Queries in Banner Self-Service 8 (UNCGenie) is moving to WebFOCUS.\nAs part of UNCG’s ongoing effort to transition from Banner Self-Service 8\, ITS and campus departments have been moving existing functions to support replacement solutions.\n\nUNCG Budget Queries has been transitioned to WebFOCUS and is ready for use. Employees who previously accessed Budget Queries in UNCGenie should begin using the WebFOCUS version and verify that it meets their reporting needs.\nThis training goes over the Budget Balances Report’s functionality and features. Training materials can be accessed by clicking on the following link: ​WebFOCUS\n​
URL:https://workshops.uncg.edu/event/budget-balances-29/
LOCATION:Microsoft Teams
CATEGORIES:Finance
ATTACH;FMTTYPE=image/jpeg:https://workshops.uncg.edu/wp-content/uploads/2026/01/Budget-V-Expense-Logo.jpg
ORGANIZER;CN="Jackie Jenkins":MAILTO:jmjenki3@uncg.edu
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260401T140000
DTEND;TZID=America/New_York:20260401T160000
DTSTAMP:20260512T011028
CREATED:20260310T155418Z
LAST-MODIFIED:20260310T155418Z
UID:10000886-1775052000-1775059200@workshops.uncg.edu
SUMMARY:Budget Balances
DESCRIPTION:UNCG Budget Queries in Banner Self-Service 8 (UNCGenie) is moving to WebFOCUS.\nAs part of UNCG’s ongoing effort to transition from Banner Self-Service 8\, ITS and campus departments have been moving existing functions to support replacement solutions.\n\nUNCG Budget Queries has been transitioned to WebFOCUS and is ready for use. Employees who previously accessed Budget Queries in UNCGenie should begin using the WebFOCUS version and verify that it meets their reporting needs.\nThis training goes over the Budget Balances Report’s functionality and features. Training materials can be accessed by clicking on the following link: ​WebFOCUS\n​
URL:https://workshops.uncg.edu/event/budget-balances-28/
LOCATION:Microsoft Teams
CATEGORIES:Finance
ATTACH;FMTTYPE=image/jpeg:https://workshops.uncg.edu/wp-content/uploads/2026/01/Budget-V-Expense-Logo.jpg
ORGANIZER;CN="Jackie Jenkins":MAILTO:jmjenki3@uncg.edu
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260414T090000
DTEND;TZID=America/New_York:20260414T100000
DTSTAMP:20260512T011028
CREATED:20260324T180531Z
LAST-MODIFIED:20260326T195434Z
UID:10000999-1776157200-1776160800@workshops.uncg.edu
SUMMARY:Fixed Assets Workshop Training
DESCRIPTION:Navigating Fixed Assets at UNCG\n\nEver wonder how the University keeps track of its most valuable equipment? Join the Controller’s Office for a quick guide on identifying and managing capitalized assets.\nWhether you’re helping manage a lab\, an office\, or a student org\, this workshop will show you how asset management affects your department and how you can help keep UNCG in line with UNC System policies.\n\n\nWhat we’ll cover:\n\nThe Basics: Identifying and tracking UNCG property.\nYour Role: Simple steps to stay compliant.\nThe Big Picture: Why accurate reporting matters.
URL:https://workshops.uncg.edu/event/fixed-assets-workshop-training-2/
LOCATION:Virtual – Teams\, NC\, United States
CATEGORIES:Finance,Workshops
ATTACH;FMTTYPE=image/jpeg:https://workshops.uncg.edu/wp-content/uploads/2026/03/Aerial-shot_1920x1080-.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260416T100000
DTEND;TZID=America/New_York:20260416T110000
DTSTAMP:20260512T011028
CREATED:20260413T173627Z
LAST-MODIFIED:20260413T184659Z
UID:10001078-1776333600-1776337200@workshops.uncg.edu
SUMMARY:Navigating Cayuse Fund Manager
DESCRIPTION:Learn how to efficiently navigate and leverage Cayuse Fund Manager for sponsored projects financial oversight. \nCayuse Fund Manager is designed for PIs and research administrators to track multi-year awards\, monitor budgets and review transactions for sponsored projects.  UNC Greensboro has implemented Fund Manager to assist with financial management.  Financial data will be available within the Cayuse suite of products\, providing expense forecasting and automating some reports to ensure compliance across research funds. \nKey Features and Benefits include:\n\nBudget & Expense Tracking: Provides visibility into project balances\, allowing for accurate burn rate calculations\, forecasting\, and “what-if” scenario planning.\nStreamlined Reporting: Generates detailed transaction listings to avoid manual spreadsheet consolidation.\nCompliance & Efficiency: Reduces administrative effort by tracking\, analyzing\, and reporting on funding\, aiding in the identification of unallowable charges.\nCommunication: Uses standard contracts and grants terminology\, making it user-friendly for PIs and departmental research administrators.\n\nSteps to take prior to attending workshop: \n\nLog into Cayuse Fund Manager: https://uncg-fm.app.cayuse.com\nIf you encounter login issues reach out to ORETech@uncg.edu\n\nIf you are able to login\, but are unable to see anything once you are logged in\, it is an issue with your Banner Finance Access.  What you have access to in Banner Finance is what you will see in Cayuse Fund Manager.  Work with your supervisor if you need Banner Finance access or need to update your access: https://fsv.uncg.edu/forms/  Banner Finance Account Request
URL:https://workshops.uncg.edu/event/navigating-cayuse-fund-manager-2/
LOCATION:2711 MHRA Conference Room\, 1111 Spring Garden Street\, Greensboro\, NC\, United States
CATEGORIES:Contracts & Grants,Finance
ORGANIZER;CN="Rachel Agner":MAILTO:rhagner@uncg.edu
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260421T100000
DTEND;TZID=America/New_York:20260421T110000
DTSTAMP:20260512T011028
CREATED:20260413T185016Z
LAST-MODIFIED:20260413T185016Z
UID:10001080-1776765600-1776769200@workshops.uncg.edu
SUMMARY:Navigating Cayuse Fund Manager
DESCRIPTION:Learn how to efficiently navigate and leverage Cayuse Fund Manager for sponsored projects financial oversight. \nCayuse Fund Manager is designed for PIs and research administrators to track multi-year awards\, monitor budgets and review transactions for sponsored projects.  UNC Greensboro has implemented Fund Manager to assist with financial management.  Financial data will be available within the Cayuse suite of products\, providing expense forecasting and automating some reports to ensure compliance across research funds. \nKey Features and Benefits include:\n\nBudget & Expense Tracking: Provides visibility into project balances\, allowing for accurate burn rate calculations\, forecasting\, and “what-if” scenario planning.\nStreamlined Reporting: Generates detailed transaction listings to avoid manual spreadsheet consolidation.\nCompliance & Efficiency: Reduces administrative effort by tracking\, analyzing\, and reporting on funding\, aiding in the identification of unallowable charges.\nCommunication: Uses standard contracts and grants terminology\, making it user-friendly for PIs and departmental research administrators.\n\nSteps to take prior to attending workshop: \n\nLog into Cayuse Fund Manager: https://uncg-fm.app.cayuse.com\nIf you encounter login issues reach out to ORETech@uncg.edu\n\nIf you are able to login\, but are unable to see anything once you are logged in\, it is an issue with your Banner Finance Access.  What you have access to in Banner Finance is what you will see in Cayuse Fund Manager.  Work with your supervisor if you need Banner Finance access or need to update your access: https://fsv.uncg.edu/forms/  Banner Finance Account Request
URL:https://workshops.uncg.edu/event/navigating-cayuse-fund-manager/
LOCATION:2711 MHRA Conference Room\, 1111 Spring Garden Street\, Greensboro\, NC\, United States
CATEGORIES:Contracts & Grants,Finance
ORGANIZER;CN="Rachel Agner":MAILTO:rhagner@uncg.edu
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260422T090000
DTEND;TZID=America/New_York:20260422T110000
DTSTAMP:20260512T011028
CREATED:20260312T133340Z
LAST-MODIFIED:20260312T133340Z
UID:10000897-1776848400-1776855600@workshops.uncg.edu
SUMMARY:Finance Overview and Budget Query (The Basics)
DESCRIPTION:This training covers basic Banner Finance navigation via UNC Genie (Banner Self-Service)\, Chart of Accounts\, Fund Types\, Account Types\, spending guidelines\, financial services resources and etc.  This is the FIRST Banner Finance session you should attend (except for PI’s).  It covers reading your budget and helpful hints on budget management. \n\nPrerequisites: None\n\n\nIf you do not already have access\, please submit a Banner Finance Account Request  form must be filled out and send to “Wendy Brown” <WCBLUM@uncg.edu> in order to view any budget information within production.\n\nAll Banner Finance training documentation can be found Banner Finance Overview & Budget (The Basics)\n\nAdditional resources can be found on Finance User Network Website.\n 
URL:https://workshops.uncg.edu/event/finance-overview-and-budget-query-the-basics-17/
LOCATION:Microsoft Teams
CATEGORIES:Finance
ORGANIZER;CN="Jackie Jenkins":MAILTO:jmjenki3@uncg.edu
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260422T140000
DTEND;TZID=America/New_York:20260422T153000
DTSTAMP:20260512T011028
CREATED:20260312T135214Z
LAST-MODIFIED:20260415T203954Z
UID:10000906-1776866400-1776871800@workshops.uncg.edu
SUMMARY:Budget Office Workshop Training
DESCRIPTION:This workshop is an open discussion for campus users to freely ask questions and work on concerns centered around financial questions. The topic will be  based on frequently asked questions from campus users. \n  \nPrerequisites: Finance Overview and Budget Query (Level 1) \nTopic: TBD \n  \nPlease be aware a Banner Finance Account Request  form must be filled out and submitted to Wendy Brown (WCBLUM@uncg.edu) in order to view any budget information within production\, if not already completed.\n\nAll Banner Finance training documentation can be found  Training Materials\n\nAdditional resources can be found on Finance User Network Website.\n 
URL:https://workshops.uncg.edu/event/budget-office-workshop-training-17/
LOCATION:Microsoft Teams
CATEGORIES:Finance
ORGANIZER;CN="Scott Walser":MAILTO:aswalser@uncg.edu
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260423T130000
DTEND;TZID=America/New_York:20260423T140000
DTSTAMP:20260512T011028
CREATED:20260413T185154Z
LAST-MODIFIED:20260413T185154Z
UID:10001081-1776949200-1776952800@workshops.uncg.edu
SUMMARY:Navigating Cayuse Fund Manager
DESCRIPTION:Learn how to efficiently navigate and leverage Cayuse Fund Manager for sponsored projects financial oversight. \nCayuse Fund Manager is designed for PIs and research administrators to track multi-year awards\, monitor budgets and review transactions for sponsored projects.  UNC Greensboro has implemented Fund Manager to assist with financial management.  Financial data will be available within the Cayuse suite of products\, providing expense forecasting and automating some reports to ensure compliance across research funds. \nKey Features and Benefits include:\n\nBudget & Expense Tracking: Provides visibility into project balances\, allowing for accurate burn rate calculations\, forecasting\, and “what-if” scenario planning.\nStreamlined Reporting: Generates detailed transaction listings to avoid manual spreadsheet consolidation.\nCompliance & Efficiency: Reduces administrative effort by tracking\, analyzing\, and reporting on funding\, aiding in the identification of unallowable charges.\nCommunication: Uses standard contracts and grants terminology\, making it user-friendly for PIs and departmental research administrators.\n\nSteps to take prior to attending workshop: \n\nLog into Cayuse Fund Manager: https://uncg-fm.app.cayuse.com\nIf you encounter login issues reach out to ORETech@uncg.edu\n\nIf you are able to login\, but are unable to see anything once you are logged in\, it is an issue with your Banner Finance Access.  What you have access to in Banner Finance is what you will see in Cayuse Fund Manager.  Work with your supervisor if you need Banner Finance access or need to update your access: https://fsv.uncg.edu/forms/  Banner Finance Account Request
URL:https://workshops.uncg.edu/event/navigating-cayuse-fund-manager-3/
LOCATION:1607 MHRA Conference Room
CATEGORIES:Contracts & Grants,Finance
ORGANIZER;CN="Rachel Agner":MAILTO:rhagner@uncg.edu
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260428T130000
DTEND;TZID=America/New_York:20260428T140000
DTSTAMP:20260512T011028
CREATED:20260413T185322Z
LAST-MODIFIED:20260413T185322Z
UID:10001082-1777381200-1777384800@workshops.uncg.edu
SUMMARY:Navigating Cayuse Fund Manager
DESCRIPTION:Learn how to efficiently navigate and leverage Cayuse Fund Manager for sponsored projects financial oversight. \nCayuse Fund Manager is designed for PIs and research administrators to track multi-year awards\, monitor budgets and review transactions for sponsored projects.  UNC Greensboro has implemented Fund Manager to assist with financial management.  Financial data will be available within the Cayuse suite of products\, providing expense forecasting and automating some reports to ensure compliance across research funds. \nKey Features and Benefits include:\n\nBudget & Expense Tracking: Provides visibility into project balances\, allowing for accurate burn rate calculations\, forecasting\, and “what-if” scenario planning.\nStreamlined Reporting: Generates detailed transaction listings to avoid manual spreadsheet consolidation.\nCompliance & Efficiency: Reduces administrative effort by tracking\, analyzing\, and reporting on funding\, aiding in the identification of unallowable charges.\nCommunication: Uses standard contracts and grants terminology\, making it user-friendly for PIs and departmental research administrators.\n\nSteps to take prior to attending workshop: \n\nLog into Cayuse Fund Manager: https://uncg-fm.app.cayuse.com\nIf you encounter login issues reach out to ORETech@uncg.edu\n\nIf you are able to login\, but are unable to see anything once you are logged in\, it is an issue with your Banner Finance Access.  What you have access to in Banner Finance is what you will see in Cayuse Fund Manager.  Work with your supervisor if you need Banner Finance access or need to update your access: https://fsv.uncg.edu/forms/  Banner Finance Account Request
URL:https://workshops.uncg.edu/event/navigating-cayuse-fund-manager-4/
LOCATION:1607 MHRA Conference Room
CATEGORIES:Contracts & Grants,Finance
ORGANIZER;CN="Rachel Agner":MAILTO:rhagner@uncg.edu
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260430T100000
DTEND;TZID=America/New_York:20260430T110000
DTSTAMP:20260512T011028
CREATED:20260413T185515Z
LAST-MODIFIED:20260413T185515Z
UID:10001083-1777543200-1777546800@workshops.uncg.edu
SUMMARY:Navigating Cayuse Fund Manager
DESCRIPTION:Learn how to efficiently navigate and leverage Cayuse Fund Manager for sponsored projects financial oversight. \nCayuse Fund Manager is designed for PIs and research administrators to track multi-year awards\, monitor budgets and review transactions for sponsored projects.  UNC Greensboro has implemented Fund Manager to assist with financial management.  Financial data will be available within the Cayuse suite of products\, providing expense forecasting and automating some reports to ensure compliance across research funds. \nKey Features and Benefits include:\n\nBudget & Expense Tracking: Provides visibility into project balances\, allowing for accurate burn rate calculations\, forecasting\, and “what-if” scenario planning.\nStreamlined Reporting: Generates detailed transaction listings to avoid manual spreadsheet consolidation.\nCompliance & Efficiency: Reduces administrative effort by tracking\, analyzing\, and reporting on funding\, aiding in the identification of unallowable charges.\nCommunication: Uses standard contracts and grants terminology\, making it user-friendly for PIs and departmental research administrators.\n\nSteps to take prior to attending workshop: \n\nLog into Cayuse Fund Manager: https://uncg-fm.app.cayuse.com\nIf you encounter login issues reach out to ORETech@uncg.edu\n\nIf you are able to login\, but are unable to see anything once you are logged in\, it is an issue with your Banner Finance Access.  What you have access to in Banner Finance is what you will see in Cayuse Fund Manager.  Work with your supervisor if you need Banner Finance access or need to update your access: https://fsv.uncg.edu/forms/  Banner Finance Account Request
URL:https://workshops.uncg.edu/event/navigating-cayuse-fund-manager-5/
LOCATION:2711 MHRA Conference Room\, 1111 Spring Garden Street\, Greensboro\, NC\, United States
CATEGORIES:Contracts & Grants,Finance
ORGANIZER;CN="Rachel Agner":MAILTO:rhagner@uncg.edu
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260428T140000
DTEND;TZID=America/New_York:20260428T160000
DTSTAMP:20260512T011028
CREATED:20260312T143250Z
LAST-MODIFIED:20260312T143250Z
UID:10000923-1777384800-1777392000@workshops.uncg.edu
SUMMARY:Advanced Budget Management (Optional)
DESCRIPTION:This training covers the Banner Finance navigation via Banner 9(Banner INB)\, rule codes\, budget vs. actual\, Adjusted Budget\, Year To Date\, Available Balance\, encumbrances and etc. It covers reading your budget and helpful hints on budget management. The session reviews transactions within the system and transaction types. \nPrerequisites: Finance Overview and Budget Query (The Basics) \n  \nIf you do not already have access\, please submit a Banner Finance Account Request  form must be filled out and send to “Wendy Brown” <WCBLUM@uncg.edu> in order to view any budget information within production.\n\nAll Banner Finance training documentation can be found Banner Users-Focus Group – Finance\, Admin and HR access can be request via  Banner Users Groups Sharepoint Request.\n\nAdditional resources can be found on Finance User Network Website.
URL:https://workshops.uncg.edu/event/advanced-budget-management-optional-12/
LOCATION:Microsoft Teams
CATEGORIES:Finance
ORGANIZER;CN="Jackie Jenkins":MAILTO:jmjenki3@uncg.edu
END:VEVENT
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