USF Foundation

USF Foundation Overview Training:

This session touches on all aspects of the Foundation Office of Business & Financial Services.  Be introduced to the BANNER Finance Module, Deposit and Fund Management processes, Accounts Payable policies and COMPASS.  This is an excellent training for members of the university community who are new to the Foundation.

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USF Foundation Accounts Payable Policy & Procedure Training:

Gain an understanding of the Foundation expenditure policies focusing on new and updated policies with a refresher of existing policies.  We will present new expenditure forms and go over tips to follow to get your check request processed faster such as writing a descriptive but clear and concise Business Purpose.  This is an excellent training for all members of the university community who manage or reconcile Foundation funds and a necessary training for those that initiate Foundation check requests.

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USF Foundation Deposits Process Training:

Gain an understanding of Foundation deposit policies and procedures focusing on Foundation cash collection issues, Educational Business Activities (EBA), sponsorships, etc.  We will present new deposit transmittal forms and EBA forms.  Also, hear about a service the Foundation provides to you – the new Foundation Courier Service.  This is an excellent training for all members of the university community who manage or reconcile Foundation funds and a necessary training for those that initiate Foundation deposits.

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USF Foundation Online Cash Activity Report Training:

Special sessions to announce the release of a new online cash activity report that will be available beginning July 15th.  Be introduced to the report enhancements including how to access the report, how to download data to excel and what additional data is included in the report.  Learn how these enhancements will aid you in the fund reconciliation process.  This training is a must for all USF Foundation Banner Finance users.  If you utilize the hardcopy general ledgers, check balances of your funds, initiate deposits or check requests, or review your fund detail to determine if a gift has posted or if a check has been paid this is a training you don’t want to miss!

Workshops will be in Traditions Hall of the Sam & Martha Gibbons Alumni Center.
July 15th, 10:30 to 11:30 a.m.
July 16th, 10:30 to 11:30 a.m.
July 21st, 1:30 to 2:30 p.m.

July 23rd, 10:30 to 11:30 a.m.

USF Foundation EBA (Educational Business Activity) Training:

Planning a fundraising event for your area that you will charge people to attend?  If so, bring your questions to this interactive session on Foundation EBAs.  We will discuss the new EBA form (that has been released for Foundation events only), auctions, qualified sponsorship, etc.  This is an excellent training opportunity for all university community members involved with fundraising events.

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USF Foundation Fund Management Training

Gain an understanding of establishing new Foundation funds through the completion of a Fund Data Form (a new and simplified form will be released at this training!).  Tips will be shared with proper naming of Foundation funds and writing an appropriate fund purpose.  We will also cover how to make changes to existing Foundation funds and how to close unused funds.  This is an excellent opportunity to bring your questions on all of your fund management issues.

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Learn how to navigate in the Finance module of BANNER version 7 and gain an understanding of how financial information is presented to assist in the reconciliation and administration of your funds.  This training session is an excellent refresher for experienced users and a necessary training for those new to the Foundation and the Finance module of BANNER.

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