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.

Workshops will be in the Ambassador Room of the Sam & Martha Gibbons Alumni Center.

March 4, 8:30 to 10:30 a.m. - FULL

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.

Workshop will be held in Traditions Hall of the Sam & Martha Gibbons Alumni Center.

March 5th, 3:00pm – 4:30pm

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.

Workshop will be held in Traditions Hall of the Sam & Martha Gibbons Alumni Center.

March 5th, 8:30am – 10:00am

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.

Workshop will be held in Traditions Hall of the Sam & Martha Gibbons Alumni Center.

March 5th, 10:15am – 11:30am

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.

Workshop will be held in Traditions Hall of the Sam & Martha Gibbons Alumni Center.

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.

Workshop will be held in the Ambassador Room of the Sam & Martha Gibbons Alumni Center.

March 4th, 10:45am – 11:45am-FULL