Session Slides and Session Recording (May 26, 2023)
Friday, May 26, 202311:00 am to noon
Location: Zoom
Intended audience: Administrators & Finance Managers
Learn more about:
- Workday reports - Grants Ledger Summary vs. Grants Cash Ledger Summary
- TAGFA - leaves and deferrals
- US Fed Grants - equipment registers
- Form 300 - FY23 reporting timeline
Session Slides and Session Recording (Mar 31, 2023)
Friday, March 31, 202311:00 am to 11:45 am
Location: Zoom
Intended audience: PI & Grant Manager
Learn more about:
- TAGFA, EDI, and Use of Grant Funds
- Sub-granting funds to other institutions
- Form 300 Process for Year-End FY 2023
- Available online resources for managing your grant funds
Session Slides and Session Recording (Mar 9, 2023)
Thursday, March 09, 202311:00 am to noon
Location: Zoom
Learn more about matters of timely interest and emerging topics
Intended audience: Administrator & Finance manager
Learn more about:
- TAGFA and UBC's Business Expense Rules
- FY 23 Form 300 timeline and process
- FY 23 Year-End Over-expenditure Clearance process
- US Fed audit processes - items for FY 23 Year-End
- Workday tidbit: how to identify assigned roles on Grant worktags
Session Slides and Session Recording (Oct 28, 2022)
Friday, October 28, 202210:30-noon
Location: Zoom
Learn more about Research Finance and major research sponsors
Intended audience: the broad research community
Learn more about:
- Support provided by Research Finance in managing your funding
- Major research funders and their processes, policies and compliance
Session Slides and Session Recording (Sep 23, 2022)
Friday, September 23, 202211:00 am to noon
Location: Zoom
Sharing Best Practices
Intended audience: PI & Grant Manager
Learn more about:
- US Fed (eg. NIH, DoD) Grant Post-Award Best Practices
- Tri-Agency Grants and UBC's Business Expense Rules
Session Slides and Session Recording (Sep 16, 2022)
Friday, September 16, 202211:00 am to noon
Location: Zoom
Learn more about matters of timely interest and emerging topics
Intended audience: Administrator & Finance manager
Learn more about:
- US Fed (eg. NIH, DoD) Grants Post-Award Requirements
- Tri-Agency Grants and UBC's Business Expense Rules
Session Slides and Session Recording (Jul 22, 2022)
Friday, July 22, 202210:30-noon
Location: Zoom
Learn more about Research Finance and major research sponsors
Intended audience: the broad research community
Learn more about:
- Support provided by Research Finance in managing your funding
- Major research funders and their processes, policies and compliance
Session Slides and Session Recording (Jun 23, 2022)
Thursday, June 23, 202211:00-11:45 am
Location: Zoom
Getting the most out of Workday
Intended audience: Principal Investigators and their delegates
Learn more about:
- research grants dashboard and associated reports
- subgranting processes
- Form 300 availability and timeline
Session Slides and Session Recording (May 25, 2022)
Wednesday, May 25, 202211:00-noon
Location: Zoom
Learn more about matters of timely interest and emerging topics
Intended audience: administrators and finance mangers at the faculty or departmental level
Learn more about:
- Delegation of Signing Authority
- Invoicing and A/R Tracking
- Recording "Cost Recoveries"
- Form 300s
Session Slides and Session Recording (Apr 29, 2022)
Friday, April 29, 20222:00 pm - 3:30 pm
Location: Zoom
Learn more about Research Finance and major research sponsors
Intended audience: the broad research community
Learn more about:
- Support provided by Research Finance in managing your funding
- Major research funders and their processes, policies and compliance
Session Slides and Session Recording (Mar 25, 2022)
Friday, March 25, 202211:00am to 11:45am
Location: Zoom
Getting the most out of Workday and end-of-year over-expenditure processes
Intended audience: Principal Investigators and their delegates
Learn more about:
- The research grants dashboard
- Generating reports
- Delegating signing authority through assigning Grant Managers
- The over-expenditure clearance process for research grants
Session Slides and Session Recording (Feb 18, 2022)
Friday, February 18, 202211:00am to noon
Location: Webinar
The registration has been closed.
This session will cover the following specific topics - delegation of signing authority on Workday, how to use Grants Ledger Summary, research subject payments options, understanding CFI setup on Workday, and compensation-related matters in the context of the Tri-Agency Guide for Financial Administration (TAGFA).