Fund Management Training
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Training Materials Enroll now
- Fund Manager Training Schedule and Registration 2023
- Clinical Trial Fund Manager Training Schedule and Registration 2022 (coming July 2023)
- Fund Manager Recommended Training Courses
- 1 - FM Basics 2.8.23
- 2 - NIH Grants Management Policies 2.16.23
- 3 - Award Set-Up 2.22.23
- 4 - FM Post-Award Tools 3.1.23
- 5 - Monthly Financial Statements Using SOM's FPM/QDB 3.8.23
- 5b - LAB: Financial Statements Using SOM's FPM/QDB 3.9.23
- 6 - Reconciliation of Non-Payroll Ledgers 3.16.23
- 7 - Payroll Topics - Staff 3.22.23
- 8 - Payroll Topics - Faculty 3.29.23
- 9 - MCOP Worksheet (DGSOM-Specific) 4.5.23
- 7-9b - LAB: UCPath 4.6.23*
- 10 - Reconciliation of Payroll Ledgers 4.12.23
- 11 - Facilities and Administrative Costs 4.19.23
- 12 - PAMS & the Closeout Packet (COP) 4.26.23
- 12b - LAB: PAMS & the Closeout Packet (COP)* 4.27.23
- 13 - Pre-Award Basics & Basic Proposal Preparation 5.3.23
- 14 - NIH Pre-Award Basics 5.10.23
- 15 - Cayuse S2S Basics 5.17.23
Other Training Materials
- 16 - Proposal Budget Preparation 5.24.23
- Budget Exercise Template Instructions
- Proposal Budget Preparation Exercise - Basic | Intermediate | Difficult
- Budget Justification Exercise
- 17 - Effort Reporting 5.31.23
- 18 - NIH: JIT, Progress Reports, Public Access Policy 6.7.23
- 19 - Various Post-Award Topics - Part 1 6.14.23
- 20 - Various Post-Award Topics - Part 2 6.21.23
- 21 - Postdocs & GSRs 6.29.22
- 22 - Gifts & Endowments 7.6.22
- 23 - Sales & Service 7.13.22
- 24 - Subawards - Pre-Award 7.20.22
- 25 - Subaward - Post-Award 7.27.22
- Clinical Trial Training Sessions Starting August 2023! Registration is at the top of this page!
- 26 - Introductions to Clinical Trials (CT)
- 27 - CT Pre-Award Documents
- 28 - CT Pre-Award OnCore
- 29 - CT Budgeted Costs
- 30 - CT Post-Award Contract/Award Review
- 31 - CT Post-Award Calc/Financial Tracking
- 32 - CT Post-Award Invoicing & Ledger Reconciliation
* No PowerPoint. All live demonstration.