Fund Management Training
Subscribe for Fund Manager Training Updates
Department of Medicine’s Fund Manager Training Email Distribution List & Survey
Subscribe to the DOM Research Administration Training listserv to be notified of DOM training schedule and registration updates by sending an e-mail to DOMResearchAdminTraining+subscribe@lists.ucla.edu with a valid UCLA email address. The subject and the body of the email can be empty. A verification e-mail will be sent to your e-mail address. To confirm your request, reply to that message. If you don’t get this confirmation email, check your Junk/Spam folder or check with your IT department.
Questions and/or need to change or cancel your registration? Email DOMTraining@mednet.ucla.edu.
Help us improve your training experience! Take this short 7-question anonymous survey.
Training Materials
Enroll Now
- Fund Manager Training Schedule and Registration 2025 (Enrollment will be open January 2025!)
- Clinical Trial Fund Manager Training Schedule and Registration 2025 (Enrollment will be open July 2025!)
- Fund Manager Recommended Training Courses
- 1 - FM Basics 2.7.24 | Links
- 2 - NIH Grants Management Policies 2.14.24 | Links
- 3 - Award Set-Up 2.21.24 | Links
- 4 - FM Post-Award Tools 2.28.24 | Links
- 5 - Monthly Financial Statements Using SOM's FPM/QDB 3.6.24 | Links
- 5b - LAB: Financial Statements Using SOM's FPM/QDB 3.7.24 | Links
- 6 - Reconciliation of Non-Payroll Ledgers 3.13.24 | Links
- 7 - Payroll Topics - Staff 3.20.24 | Links
- 8 - Payroll Topics - Faculty 3.27.24 | Links
- 9 - MCOP Worksheet (DGSOM-Specific) 4.3.24 | Links
- 7-9b - LAB: UCPath 4.4.24*
- 10 - Reconciliation of Payroll Ledgers 4.10.24 | Links
- 11 - Facilities and Administrative Costs 4.17.24 | Links
- 12 - PAMS & the Closeout Packet (COP) 4.24.24 | Links
- 12b - LAB: PAMS & the Closeout Packet (COP)* 4.27.24
- 13 - Pre-Award Basics & Basic Proposal Preparation 5.1.24 | Links
- 14 - NIH Pre-Award Basics 5.8.24 | Links
- 15 - Cayuse S2S Basics 5.15.24 | Links
- 16 - Proposal Budget Preparation 5.22.24 | Links
- Budget Exercise Template Instructions
- Proposal Budget Preparation Exercise - Basic | Intermediate | Difficult
- Budget Justification Exercise
- 17 - Effort Reporting 5.29.24 | Links
- 18 - NIH: JIT, Progress Reports, Public Access Policy 6.5.24 | Links
- 19 - Various Post-Award Topics - Part 1 6.12.24 | Links
- 20 - Various Post-Award Topics - Part 2 6.26.24 | Links
- 21 - Postdocs & GSRs 7.3.24 | Links
- 22 - Gifts & Endowments 7.10.24 | Links
- 23 - Sales & Service 7.17.24 | Links
- 24 - Subawards - Pre-Award 7.24.24 | Links
- 25 - Subaward - Post-Award 7.31.24 | Links
- Clinical Trial Training Sessions Starting August 2024! Registration is at the top of this page!
- 26 - Introductions to Clinical Trials (CT) 8.7.24
- 27 - CT Pre-Award Documents 8.14.24
- 28 - CT Pre-Award OnCore 8.21.24
- 29 - CT Budgeted Costs 8.28.24
- 30 - CT Post-Award Contract/Award Review 9.4.24
- 31 - CT Post-Award Calc/Financial Tracking 9.11.24
- 32 - CT Post-Award Invoicing & Ledger Reconciliation 9.18.24
* No PowerPoint. All live demonstration.