The Office of Finance has a vast, easily-accessible training program that includes information relating to Commonwealth and University policies and procedures relevant to each of our business partners across campus as they oversee departmental budgets and complete daily financial requirements. The multi-faceted training program includes a virtual Certificate in University Financial Management continuing education program, hands-on Banner system video training courses, additional online video training resources, and other various training guides for both required and optional trainings offered by the Office of Finance.
NEW! We have created a Microsoft Teams account available to anyone interested! If you have questions about the Financial Services Division, comprised of the Office of Finance, Office of Budget & Financial Planning, or Procurement Services representatives and want real-time responses, please join our Financial Integrity Group.
Please don't hesitate to reach out to Amanda Dunlap, ODU Office of Finance Communications & Training, with any training questions or concerns.
Training Program Overview
Our goal is to offer and empower our employees with the knowledge and skills they need to be good stewards of university funds. Our training programs are available both virtually and electronically, and one-on-one sessions may be offered as requested. We hope these resources will help guide you and answer questions you may have about various financial processes and procedures across ODU. We encourage employees to always reach out to us with questions and to collaborate with peers across campus.
We have created a New Employee Fiscal Training Manual. This manual provides a basic overview of Finance and Financial Services at ODU including common terms, forms, and resources, as well as recommended training for new fiscal staff based on financial responsibilities within each business service. Contact Amanda Dunlap with any questions.
We encourage your feedback! Offer anonymous feedback on our training program.
NEW! We have created a Microsoft Teams account available to anyone interested! If you have questions about the Financial Services Division, comprised of the Office of Finance, Office of Budget & Financial Planning, or Procurement Services representatives and want real-time responses, please join our Financial Integrity Group.
- Banner Training is NOT required before obtaining a Banner Account, and video review does NOT grant automatic Banner Access! To obtain Banner Access, follow the online MIDAS Account Request process found on the ITS Banner Access page. You may also watch our How to Request Access Video.
- You do not need to have a Banner account before reviewing the training, though it is highly recommended that you do so you may follow along with the training videos.
The ODU Office of Finance has created a 4-part video series for Budget Unit Directors (BUDS) and BUD Delegates across campus. The purpose of these videos is to familiarize new and existing Department BUDS with their roles, responsiblilties, and provide an easily-accessible resource guide for managing departmental budgets throughout each fiscal year.
PROGRAM DETAILS - There are four (4) videos available (What is a BUD?; Budget Process Overview; Budget Utilization, Management, & Basics; and Final Wrap-Up). Each video is available anytime online, and a list of resources referenced throughout each video is also available on our BUD Crash Course webpage.
The Certificate of University Financial Management Program (CUFM) is a virtula multi-section training certificate program which focuses on the business practices needed by ODU budget units. It is a series of classes designed to familiarize the campus community with the different aspects of Financial Services, as well as both Commonwealth and University policy. Participants who complete all required courses and pass the exam are awarded a Certificate in University Financial Management (CUFM). The intent of these classes is to ensure that employees have as much understanding of our complex system as possible, and employees may begin participating in the program any time during the year.
The Office of Finance provides monthly electronic budget reports through the Banner ePrint software. ePrint allows users to print monthly financial reports as soon as they are available. All employees who monitor and report on budget information are granted automatic access to Banner ePrint.
Cashiering Training is required once every two years for anyone across campus who collects money/payments on behalf of ODU. This video training should be reviewed once every two years and Amanda Dunlap should be notified upon completion. Find cashiering training course information.
PCI Training reviews best practices and requirements set forth by major credit card companies in order to continue to accept credit card payments across campus, whether in person or online. Anyone across campus who accepts these types of payments must complete this training, offered via CampusGuard, once annually. Questions should be directed to pci@faroor.com.
- Web Time Entry training guides and resource videos - reviewing our Banner Web Time Entry system and includes details about timesheet entry and approvals.
- Hiring Student Employees? Visit our Student Employment page for required forms, student onboarding training resources, and contacts/details about working with these kinds of employees.
- Working with international employees or students and have tax questions? Visit our International Tax & Payments page for details. The VISA & Immigration Service Advising Office is also available to assist and answer any questions you may have about this process.
- Notice errors when reviewing your budget? Visit our Resolving Budget Discrepancies page and review the processes for addressing these issues. Video and training guides may be found here too.
- Find recorded sessions of the annual Fiscal Year End Refresher course.
- Find a fraud awareness training video.