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Upcoming Training

Important dates can be viewed on the OPB Office Calendar.

Campus Dates/Deadlines includes information regarding: month end closing dates, budget request deadlines, budget report distribution dates, and The Scoop newsletter distribution dates.

Training Dates consists of our Banner Finance Training courses and quarterly forum dates.

If you are interested in attending the forums or to register for training, please email the Office of Planning and Budget.

Accounting and Budget Forum AB Forums11/2014; 02/2015; 05/2015
Purpose

To discuss accounting and budgeting topics relevant to Business Affairs customers.

Who Might Be Interested

Anyone in divisions/departmental units that are responsible for the review, analysis, and adjustment of financial information.

Date

Upcoming Date

Date: TBD 

Contact opb@richmond.edu to register for the upcoming forum. To add this event to your Outlook Calendar please download this event through the OPB office calendar.

Banner Finance Basics 101 Training Banner05/2015
Purpose

Banner Finance Basics 101 aims to help Banner Users at any level familiarize themselves with Budgetease, as well as learn to navigate Banner Finance resources that will support users with reconciliation and budget management responsibilities. This training covers an overview of the FOAPAL elements, how to utilize Bannerweb for Finance-Self-Service, and Banner INB, with specific attention to the forms (FGIBDST and FGITBAL).  

Who Might Be Interested

Anyone in divisions/departmental units that are responsible for the review, analysis, and adjustment of financial information; New Banner users.

Dates

Trainings:

March

Date: March 13, 2017

Time: 2:00pm - 3:30pm

Location: THC 321 

Contact opb@richmond.edu to register for this training. To add this event to your Outlook Calendar please download this event through the OPB office calendar.

Banner Finance Basics 201 Training Banner05/2015
Purpose

Banner Finance 201 aims to provide intemediate Banner Users with a hands-on, active learning environment, where one can learn, review, and practice navigating BannerWeb in an instrutor led session. Participants will learn and/or review U of R's chart of accounts, called the (FOAPAL), cover basic accounting and budget terminology relevant to budget reporting, and practive developing and exporting their unit specific budget report. Users will also learn how to customize the selected data for optimal financial management.

Who Might Be Interested

Anyone in divisions/departmental units that are responsible for the review, analysis, and adjustment of financial information; New BannerWeb users.

Dates

Trainings:

February

Date: February 20, 2017

Time: 2:00pm-3:30pm

Location: Boatwright Library, Media Resource Center - Learn Lab Room 201

Contact opb@richmond.edu to regester for this training. To add this event to your Outlook Calendar please download this event through the OPB office calendar.

 

Endowment BudgetingEndowmentTBA
Purpose

To discuss the endowment budgeting process and use of the Banner form FGITBAL to aid in research of endowment information

Who Might Be Interested

Budget officers in divisions/departmental units that have access to endowment budgets and Bannerform FGITBAL

Date

TBA

Contact opb@richmond.edu to register for this training. To add this event to your Outlook Calendar please download this event through the OPB office calendar.

Position Budget TrainingPositions
Purpose

To train users on position budgeting data and the position information that can be retrieved from the Banner query PHXBUDXCL

Who Might Be Interested

Budget officers in divisions/departmental units that work with position budgeting and may have access to Banerforms related to positions (NBAPBUD, NHIDIST, etc)

Date

TBA

Contact opb@richmond.edu to register for this training. To add this event to your Outlook Calendar please download this event through the OPB office calendar.

ROADS Training: How to Read a Budget ReportROADS08/2015
Purpose

This training will teach budget stakeholders the basics of budget terminology and how to read ROADS budget reports. If you are interested in attending this training please contact opb@richmond.edu.

Who Might Be Interested

Anyone in divisions/departmental units that are responsible for the review, analysis, and adjustment of financial information.

Date

Date: TBD

Location: TBD

Contact opb@richmond.edu to register for this training. To add this event to your Outlook Calendar please download this event through the OPB office calendar.

Budget Journal Entry Form TrainingBanner05/2015
Purpose

To provide training on preparing budget journals via the online Budget Journal Entry Form (BJE) on the OPB website. If you are interested in attending this training please contact opb@richmond.edu.

Who Might Be Interested

Anyone in divisions/departmental units that are responsible for the review, analysis, and adjustment of financial information and that prepare actual and budget journals

Date: TBD

Location: TBD

Contact opb@richmond.edu to register for this training. To add this event to your Outlook Calendar please download this event through the OPB office calendar.


Contact Us

Maryland Hall, G-17 opb@richmond.edu                    Our goal is to reply to your request no later than the end of the following business day.  Please feel free to call us at (804) 289-8880 if you need immediate assistance.