Fund Management Training
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Department of Medicine’s Fund Manager Training Email Distribution List & Survey
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Questions and/or need to change or cancel your registration? Email DOMTraining@mednet.ucla.edu.
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Training Materials
- Fund Manager Training Schedule and Registration 2026
- Office Hours Q&A Question Submission Form 2026
- Clinical Trial Fund Manager Training Schedule and Registration 2025 (2026 to be released ~July 2026!)
- Fund Manager Recommended Training Courses
- 1 - Monthly Financial Statements Using SOM's FPM/QDB 3.19.25 | Links
- 5b - LAB: Financial Statements Using SOM's FPM/QDB 3.20.25 | Links
- 2 - Reconciliation of Non-Payroll Ledgers 3.26.25 | Links
- 3 - Reconciling Facilities and Administrative (F&A) 6.11.25 | Links
- 4 - Payroll Topics - Staff 4.2.25 | Links
- 5 - Payroll Topics - Faculty 4.9.25 | Links
- 6 - MCOP Worksheet (DGSOM-Specific) 4.16.25 | Links
- 7 - Reconciliation of Payroll Ledgers 4.23.25 | Links
- 8 - Postdocs & GSRs 4.30.25 | Links
- 9 - Effort Reporting 6.18.25 | Links
- 10 - NIH: JIT, RPPRs, MyNCBI, SciENcv 7.2.25 | Links
- 11 - Subaward - Post-Award 8.13.25 | Links
12 - PAMS & the Closeout Packet (COP) 6.25.25 | Links
Clinical Trial Training Sessions Starting August 2026!
- 13 - Introductions to Clinical Trials (CT) 8.20.25 | Links
- 14 - CT Pre-Award Documents 8.27.25 | Links
- 15 - CT Pre-Award OnCore 9.3.25 | Links
- 16 - CT Budgeted Costs 9.10.25 | Links
- 17 - CT Post-Award Contract/Award Review 9.17.25 | Links
- 18 - CT Post-Award Calc/Financial Tracking 9.24.25 | Links
- 19 - CT Post-Award Invoicing & Ledger Reconciliation 10.1.25 | Links
2025 Fund Manager Weekly Training Archive
- FM Basics 2.12.25 | Links
- NIH Grants Management Policies 2.16.25 | Links
- Award Set-Up 2.26.25 | Links
- FM Post-Award Tools 3.12.25 | Links
- LAB: Financial Statements Using SOM's FPM/QDB 3.20.25 | Links
- LAB: Reconciliation of Payroll Ledgers (Advanced) 4.24.25
- DOPE Report^ ^Mednet login req'd to access
- Ledger Report^
- Source Calculations^
- Pre-Award Basics & Basic Proposal Preparation 5.7.25 | Links
- NIH Pre-Award Basics 5.14.25 | Links
- Cayuse S2S Basics 5.21.25 | Links
- Proposal Budget Preparation 5.28.25 | Links
- Budget Exercise Template Instructions
- Proposal Budget Preparation Exercise - Basic | Intermediate | Difficult
- Budget Justification Exercise
- Various Post-Award Topics - Part 1 7.9.25 | Links
- Various Post-Award Topics - Part 2 7.16.25 | Links
- Gifts & Endowments 7.23.25 | Links
- Sales & Service 7.30.25 | Links
- Subawards - Pre-Award 8.6.25 | Links