For Management/Faculty

The Finance training courses listed below are designed specifically for individuals that need a broad understanding of the finance processes and procedures at UNC Wilmington. The course tracks are comprehensive by area of responsibility and sessions are shown in the order in which they should be completed.

If you...... Register for..... Course #

Need to know about the Finance departments within Business Affairs

-Finance Orientation

FIN101

Need to understand your budget and view budget data in Banner

-Banner Navigation

-Finance Orientation

-Intro to Budgets

BAN101

FIN101

BGT101

Need to understand how the university receives and distributes new funding

-The Money Flow

BGT305

Need to learn about departmental procurement, including P-Card, and fixed asset responsibilities

-P-Card for Budget Authorities

-Fixed Assets/Equipment Tracking

-Purchasing Policies for Mgmt

PUR204

PUR302

PUR401

Need to learn about procurement contracts

-Independent Contractor Procedures

PUR301

Need to understand how transactions affect your funds and view transaction data in Banner

-Banner Navigation

-Finance Orientation

-Intro to Accounting

-Managing Funds

BAN101

FIN101

ACT101

BAN202

Need to understand the UNCW travel process

-Finance Orientation

-Intro to UNCW Travel

FIN101

ACT103

Need to understand petty cash, receipting and/or deposit responsibilities

-Finance Orientation

-Petty Cash Requests

and/or

- Departmental Receipting

FIN101

RCT101

RCT201

Need to understand how to administer your Contract & Grant

-Managing Your Contract & Grant Funds

CGT301

Need additional one-on-one help with a Finance topic

Contact the Finance Training Coordinator to schedule

FIN103

Need a Finance representative(s) at a staff meeting to discuss a specific Finance topic

Contact the Finance Training Coordinator to discuss topics and scheduling

FIN104


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