Lynda Sandefur, Coordinator, Workplace Education
3319 West End Ave., Suite 700
(615) 875-3322

 

 

The Financial Foundations series is designed to provide Vanderbilt staff with the tools and perspective necessary to manage departmental financial responsibilities. Each course contains interactive content and reference material which incorporates VU systems and business processes, spanning the basics of accounting at Vanderbilt to the process of monthly financial review and sign-off. 
 
Training for the following systems is provided in this series of classes:
·         NCOA
·         Privilege Management (for Non-Administrators)
·         BI launch pad APPO, Work Order & VUIT reporting
·         eDog (reporting, reconciliation and sign-off)
·         Waldo
 

Note: These classes are a series. Please register for classes in sequential order.

Audience:  All Vanderbilt staff with financial responsibilities, including, but are not limited to, budgeting, general ledger reconciliation, purchasing, and grants and contracts.
Delivery Method: Instructor-led training
Length of Training:  3 hours (per class)
Instructors:   Marc Crosby, Accounting Manager
                     Diana Ormsby, Accounting Manager
                     Amanda Roberts, Accounting Manager
 
Registration:  See below
 
Financial Foundations I:  Intro to Financial Systems & Privilege Management 
 
Course Description:  This is an introductory class to Vanderbilt financial and accounting systems.  This class is designed to provide an overview of the many systems at Vanderbilt which feed our general ledger and other reporting systems in an interactive learning environment.  Privilege Management, the application which manages secure access to Vanderbilt systems, as well as authorization for many business processes, is covered as a tool to enhance understanding of the systems and business processes introduced in this class.   After completing this class, participants will be able to:    
    *Navigate the Privilege Management System (as non-administrators);
    *Discuss the processes by which Vanderbilt financial systems feed the general ledger;
    *Identify financial reporting systems;
    *Summarize the basics of Vanderbilt’s accounting system;  and
    *Utilize the Narrative Chart of Accounts (NCOA).
 
CPE credit is available for CPAs. This is the first class in the Financial Foundations series. Please be sure to register for classes in order.
 
Audience:  This class is recommended for all Vanderbilt staff with financial responsibilities.  These responsibilities may include, but are not limited to budgeting, general ledger reconciliation, purchasing, and grants & contracts.
 
Prerequisites: Understanding Center and Account Numbers​
 
Access (Required):  N/A
 
 
                                               Registration Quick Guide


Financial Foundations II: Business Processes and Procurement & Disbursement Reports 
 
Course Description:  This class continues business process and financial reporting system training from Financial Foundations I with a focus on departmental financial responsibilities particularly around purchasing.  The importance for departmental Internal Controls is discussed in the context of Vanderbilt’s policies and procedures.  Internal Controls around the purchasing process and the APPO reporting system will be covered in detail from a departmental perspective as well as from a systems perspective.  After completing this class, participants will be able to:
    *Recognize departmental financial responsibilities;
    *Comprehend the importance of Internal Controls; 
    *Track a transaction through APPO BI launch pad reporting;
    *Discuss departmental Best Practices; and
    *Identify and manage Match Exceptions.
 
CPE credit is available for CPAs. This is the second class in the Financial Foundations series. Please be sure to register for classes in order.
 
Audience:  This class is recommended for all Vanderbilt staff with financial responsibilities.  These responsibilities may include, but are not limited to budgeting, general ledger reconciliation, purchasing, and grants & contracts.
 
Prerequisites: Financial Foundations I
 
Access (Recommended):  eDog and/or eProcurement Viewer and Business Objects APPO Universe.
 
 
 
Financial Foundations - eDog: Non-Salary Ledger Sheet Reconciliation
 
Course Description:  This class continues the financial process training from Financial Foundations I and II.  This class provides interactive training for the eDog general ledger application for non-salary expenses. Financial reports, reconciliation, journal entries, and approval requirements are covered. Additionally, the responsibilities around monthly accounting reports are discussed in detail. Certification requirements for the Transaction Review Verification role and document retention policies are also taught.  After completing this class, participants will be able to:   
    *Assess monthly accounting reports;
    *Complete eDog monthly ledger sheet reconciliation requirements;
    *Analyze and reconcile Encumbrances;
    *Complete Journal Entry processes for VUMC and VU; and
    *Explain certification requirements for the Transaction Review Verification.
 
CPE credit is available for CPAs. This class is part of the Financial Foundations series. Please be sure to register for classes in order.
 
Audience:  This class is recommended for all Vanderbilt staff with financial responsibilities.  These responsibilities may include, but are not limited to budgeting, general ledger reconciliation, purchasing, and grants & contracts.
 
Prerequisites: Financial Foundations I & II
 
Access (Required):  eDog Viewer or Transaction Review Verification.
 


Financial Foundations - Waldo: eDog Payroll Reconciliation
 
Course Description:  This class continues the financial process training in Financial Foundations.  Participants will learn how to reconcile salary transactions in eDog to Labor Data in BI launch pad.  This class provides interactive training for both  the Waldo application and BI Launch Pad Labor Data reporting.  After completing this class, participants will be able to:     

    *Reconcile eDog monthly ledger sheets for payroll accounts;
    *Generate BI launch pad Labor Data reports; 
    *Navigate the Waldo application; and
    *Correct errors for payroll transactions.
 
CPE credit is available for CPAs. This class is part of the Financial Foundations series. Please be sure to register for classes in order.
 
Audience:  This class is recommended for all Vanderbilt staff with payroll reconciliation and review responsibilities.
 
Prerequisites: Financial Foundations I, II, & eDog
 
Access (Required):  Waldo Viewer and Business Objects Labor Data universe.