Previous Training Events and Materials

MANAGING RESEARCH FUNDS: TIMELY TOPICS FOR ADMINISTRATORS AND FINANCE MANAGERS (MAY 26)

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
MANAGING RESEARCH FUNDS: FOR PRINCIPAL INVESTIGATORS AND GRANT MANAGERS (MAR 31)

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
MANAGING RESEARCH FUNDS: TIMELY TOPICS FOR ADMINISTRATORS AND FINANCE MANAGERS (MAR 9)

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
MANAGING RESEARCH FUNDS: AN INTRODUCTION TO SPONSORS AND SUPPORT SERVICES (OCT 28)

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
MANAGING RESEARCH FUNDS: POST-AWARD TOOLS AND PROCESSES FOR PRINCIPAL INVESTIGATORS (SEP 23)

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
MANAGING RESEARCH FUNDS: TIMELY TOPICS FOR ADMINISTRATORS AND FINANCE MANAGERS (SEP 16)

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
AN INTRODUCTION TO SPONSORS AND SUPPORT SERVICES (JULY 22)

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
MANAGIN RESEARCH FUNDS: POST-AWARD TOOLS AND PROCESSES FOR PRINCIPAL INVESTIGATORS (June 23)

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
MANAGING RESEARCH FUNDS: TIMELY TOPICS FOR ADMINISTRATORS AND FINANCE MANAGERS (MAY 25)

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
MANAGING RESEARCH FUNDS: AN INTRODUCTION TO SPONSORS AND SUPPORT SERVICES (APR 29)

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
MANAGING RESEARCH FUNDS: POST-AWARD TOOLS AND PROCESSES FOR PRINCIPAL INVESTIGATORS (MAR 25)

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
SPECIFIC TOPICS OF POST-AWARD RESEARCH ADMINSTRATION ON WORKDAY WEBINAR (FEB 18)

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).