Improve financial literacy of campus finance professionals
Launch a series of courses to help advance the financial literacy across campus. These monthly sessions are geared toward our financial professionals however we encourage all Berkeley staff, faculty and students to join! The goals of the project are to:
- Strengthen the spirit of the finance community with an environment for learning and collaboration.
- Act as a conduit for leaders and other subject matter experts to disseminate current thinking and other important topics that are not offered in traditional learning and development outlets.
- Reinforce the strategies of the university by emphasizing certain topics.
- Build upon the knowledge, skills, and abilities of the finance professionals on campus.
Finance Literacy Courses
|Raising Awareness on Fundraising Lab||We are offering 30 minute, one-on-one’s with our presenters Director of Fund Management Ali De Gros and Director of Gift Services Matthew Weaver.||Registration open||Wednesday, March 28, 2018||University Hall, room 670||
|TAS and Our Mission Labs||Labs are meant to complement the Finance Literacy courses, providing a deeper, more technical level of training and discussion. In this case, we are offering an hour Q&A with our presenters Jon Bain-Chekal, Kira Blaisdell-Sloan, and Maya Woodson Turman.||Registration open||Friday, March 23, 2018||Hearst Memorial Mining Building, room 290||
|Raising Awareness on Fundraising||The learning objectives for this course include (1) an overview of Berkeley's fundraising organization including the hybrid centralized/decentralized model (2) discussion around Regents vs Foundation gifts and it's unique accounting (3) guidance around policies, payouts, restrictions and new minima standards (4) best practices on reporting (CalAnswers) and working with Donor and Gift Services.||Registration closed
||Wednesday, March 21, 2018||University Hall, room 150|
|TAS and Our Mission||This course will provide an overview of TAS, its key concepts, values, and allocation methodology.||Registration closed||Friday, March 16, 2018||Sibley Auditorium|
|Revenue Generation Opportunities Labs||Labs are meant to complement the Finance Literacy courses, providing a deeper, more technical level of training and discussion. In this case, we are offering 30 minute one-on-one’s with our presenter Scott Shireman.||Registration closed||Wednesday, February 7, 2018||University Hall, room 670||
|Revenue Generation Opportunities||This course will provide campus with an overview of modeling revenue generation ideas. In particular, this training will cover factors to consider when thinking about revenue generation opportunities and guidance on how to frame your project or idea.||Registration closed||Tuesday, January 30, 2018||Sibley Auditorium|
|Berkeley Financial Overview||This course will provide campus with an overview of key strategic, financial topics. Because this course is being held halfway through the fiscal year, it's an opportune time for a mid-year financial check-in to review performance and set guidance for the upcoming budget process.||Registration closed||Tuesday, December 12, 2017||Hearst Memorial Mining Building, room 290||
Berkeley Financial Overview slides (available to those with a UC Berkeley email account.)
|Financial Statements||An overview of financial statements such as the balance sheet, income statement and cash flows; and applying them to UC Berkeley's unique reporting.||Registration closed||Thursday, November 30, 2017||Hearst Memorial Mining Building, room 290|
|GAAP and GASB||This course provides an overview of key accounting rules and standards and includes an interactive exercise (Jeopardy questions and answers) to reinforce relevant definitions, concepts, and principles.||Registration closed||Tuesday, October 31, 2017||Hearst Memorial Mining Building, room 290|