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Finance and Treasury Training provides training opportunities that support the university community in becoming better stewards of university financial resources. Courses are designed to address financial topics, policies, procedures, and best practices both within Princeton University and across higher education.

Budgeting Fundamentals (Part 1 of 2)
This session will help you to understand the importance and benefits of budgeting. It will review the steps needed in order to plan a budget effectively in a university setting, walk through a budgeting exercise where you will create a budget for an event, and provide you with some budgeting best practices.

Budgeting at Princeton (Part 2 of 2)
This session builds on the skills introduced in Budgeting Fundamentals. More specifically, it will broadly define Princeton’s funding sources and how those resources are then allocated to the individual departments. It will review the steps of budgeting and incorporate the tools available here at Princeton to assist you with the process. “Budgeting Fundamentals” is a prerequisite for this session.

Registration instructions are as follows:
You may register to attend any of these sessions by using the Princeton Employee Learning Center http://www.princeton.edu/training. Simply click on Finance & Treasury, under the Search for Training section on the left side of the screen, to locate and register for any of these sessions. Visit the Learning Center frequently as new offerings will be added on a regular basis.
 

Princeton Deconstructed Spring 2012
A financial overview of Princeton University, presented by Carolyn Ainslie, vice president of finance and treasurer.

New Manager Orientation
Overview of the Office of Finance and Treasury, presented at the December 2011 New Manager Orientation.

Red Flag Rules
Red Flag Rules were put into effect by the FTC last December as a way to require financial institutions to identify alerts ("red flags") particular to their business, that are warning signs of possible identity theft. 

Changes to Endowment Distribution Policies
This presentation addresses important changes to the endowment spending distribution policy that will go into effect in FY2012.  These changes will impact all project grants that receive investment income.

International Undergraduate Student Orientation, Tax Compliance Overview
Presentation for new International Undergraduates to provide a basic understanding of U.S. taxation and University procedures.

International Graduate Student Orientation, Tax Compliance Overview
Presentation for new International Graduate students to provide a basic understanding of U.S. taxation and University procedures.

Princeton Deconstructed Fall 2011 
A financial overview of Princeton University, presented by Carolyn Ainslie, vice president of finance and treasurer.

For questions or additional information, please contact Allison Petito, training coordinator.