Workplace Learning & Development

Promoting Employee and Organizational Growth and Development
(413) 545-1787

University Budget Series

Available To: 
UMass faculty and staff

This Budget Office series covers essential budgeting skills and responsibilities including campus practices for creating and monitoring a budget.

  • Session 1: Budget Overview/Basic Finance - 3/27, Basic budgeting concepts and terms, budget timelines, the structure and funding of the campus budget, and the basics of fund accounting.
  • Session 2: Campus Budget & Acctg Practice - 4/3, Campus accounting terminology and practices, budgeting practices, and the budgeting/accounting calendar.
  • Session 3: Hands-on Manage Your Budget - 4/10, Reading PeopleSoft financial reports, monitoring budget performance, doing trend analysis, and using tools and techniques for dealing with challenging budget situations.

Participants who attend all three consecutive sessions will receive a certificate of completion.

Working At UMass