In this interactive session, presented by Zachary Barnes and his team from State Employees’ Credit Union (SECU), learners will gain practical strategies to help manage their money with confidence. Participants will learn how to build a realistic spending plan, prioritize expenses, and make informed financial decisions that support both short-term... Continue reading...
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Navigating Fixed Assets at UNCG Ever 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. Whether you're helping manage a lab, an office, or a student org, this workshop will show you how asset management affects... Continue reading...
This training is for PCard Users and Emburse Users to ask questions and walk through the process for PCard Reconciliation and approvals. Note: If you would like to schedule a virtual training session for your department or team, please contact me via the PCard email at pcard@uncg.edu.
Offered the week before classes begin each August, generally on Monday, New Faculty Orientation (NFO) is a signature kickoff event. NFO welcomes new faculty and instructors to campus, builds peer networks, and highlights the unique teaching needs of UNCG and our students. More Information to come, email the UTLC@uncg.edu to... Continue reading...
This training is for PCard Users and Emburse Users to ask questions and walk through the process for PCard Reconciliation and approvals. Note: If you would like to schedule a virtual training session for your department or team, please contact me via the PCard email at pcard@uncg.edu.
Estate Planning presentation by our partners at State Employees’ Credit Union (SECU). The presentation will cover general estate planning topics including wills, trusts, powers of attorney, and advance health care directives, as well as the estate planning and trust services offered to members by SECU through Members Trust Company. Register... Continue reading...
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.... Continue reading...
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. Prerequisites: Finance Overview and Budget Query (Level 1) Topic: TBD Please be aware a Banner Finance Account Request ... Continue reading...
This training covers performing budget transfers via UNC Genie (Banner 9 Self-Service) for state and budgeted trust funds. As well as the newest features available for Banner 9. The training session reviews what fund types are available for departmental budget transfers and guidelines. It also covers the different types of... Continue reading...
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. Prerequisites: Finance Overview... Continue reading...
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.... Continue reading...
