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Financial Management Training

Fund-Accounting    

Offered every other month

Key topics include:

  • Purpose of Funds and Fund Category
  • Basics of Governmental Fund Accounting
  • EBS GL Structure and Controls

Who will benefit:

  • New hires in the following class series: Finance Manager, Business and Finance Officer, Accountant, Accounting Technician and Fiscal Specialist.
  • Anyone needing a refresher or introduction to governmental accounting.

Recommended Prior to this Class – Intro to General Ledger (e-Learning)

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Fund-Accounting    

Offered twice a year

Key topics include:

  • Measurement Focus and Basis of Accounting
  • Classification of GL Transactions

Who will benefit:

  • Finance Manager, Business and Finance Officer, Accountant and Accounting Technician.
  • Anyone needing a refresher or introduction to governmental accounting.

Recommended Prior to this Class – Fund Accounting 101

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fund305    

Offered twice a year

Come learn how our financial systems exchange data and communicate with each other. Participants in this course will get a behind-the-scenes tour of EBS’ inner workings, understanding how the modules exchange data amongst themselves and with other County systems including PeopleSoft and financial reports. If you’ve wondered how those debits and credits in the General Ledger came into being, this is the course for you.

Recommended Prior to this Class – Fund Accounting 201

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Award-Mgmt    

Two parts, offered every other month

(Almost) everything you wanted to know about managing Federal and State grants. From the notice of receipt of grant funding, to the review of grant documents, the establishment of an award in the financial system, the management of installments, funding and budgets and eventually to close out, this course provides a comprehensive look at optimal management of federal and state assistance. We will review the various types of awards received by King County, how they differ and how they should be managed.

Two part series.

Who will benefit:

  • Finance and Program personnel who manage and/or report on federal or state grants.

Register for Part 1 Register for Part 2

Smart-Spreadsheet    

Offered monthly

This class includes the overview of each type of smart spreadsheet and the process steps needed to successfully upload the file. Internal Controls governing this tool will be included. A review of the PA Smart Spreadsheet User Guide and Troubleshooting Guide will also highlight the tools and resources available to assist users with the process.

Who will benefit:

  • BFOs, Project/Program Managers, Finance Managers and anyone who needs to enter/adjust expenditure transactions in Oracle EBS Projects/Grants.

Register

Projects-Billing    

Offered: Quarterly

The Projects/Grants Billing Course covers all of the operational functions that are needed to complete both event and cost based billing. This includes creating events, managing invoices, making corrections and understanding the associated revenue and invoice accounting. Also included are how to obtain paper invoices for cost based billing and how to trouble shoot common billing problems.

Who will benefit:

  • BFO’s, Accountants or anyone else who completes grant billing.

Register

Invoice-Revenue-Mgmt    

Offered: Quarterly

This class covers monitoring your invoice status, how to troubleshoot problems with invoices, how to monitor your aging, and how to reconcile revenue/invoice control accounts. This class is designed for users who have already take the Project Billing course.

Who will benefit:

  • BFOs, Accountants, or anyone else who monitors grant billing and receivables.

Register

Year-End-Accruals    

Offered: Multiple Dates in November and December

Come and learn what’s new for yearend accruals and adjustments. Financial Accounting will provide guidance regarding when accruals are appropriate and when other reporting options should be used. The basics of accruals in Projects/Grants and General Ledger will be reviewed and we will discuss when and under what circumstances financial transactions should be corrected before yearend.

Who will benefit:

  • BFOs, Finance Managers and anyone else responsible for entering accruals in Oracle EBS at year end.

Register

PA-to-GL-Recon    

Offered: Multiple dates in November, December, and January

This class instructs users on how to use the new BI Insights tool developed to automate the PA to GL expense reconciliation. This class teaches users how to use this tool to complete this mandatory reconciliation by fund, department, or division.

Who will benefit:

  • Finance Managers, BFOs or Accountants responsible for fund reconciliation.

Register

SEFA    

Next Classes: TBD

The Schedule of Expenditures of Federal Awards (SEFA) Development Training, aims to teach students to:

  • Review SEFA reporting requirements
  • Review Award Critical Data required for SEFA reporting
  • Demonstrate SEFA “Working File” Report and SEFA reconciliation worksheet
  • Demonstrate PA to SEFA to GL Expenditures Reconciliations
  • Review SEFA workbook organization and Federal Single Audit documentation

Bring your award expenditure data on a flash drive and we’ll walk through your questions.

FMS also offers one-on-one technical assistance to develop agency SEFA in January/February.

TBD: Preliminary SEFA and SSFA development workshop

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TBD: COVID-19 SEFA development workshop

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TBD: FY21 SEFA development training - Advanced and agencies with $10M on SEFA

Register

TBD: FY21 SEFA development training for medium-sized agencies $3-$10M

Register

TBD: FY21 SEFA development training - new staff and small agency under $3M SEFA

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compliance    

Feb. 2021

This offering provides SEFA developers an opportunity to ask questions and get one-on-one technical assistance on their annual report. Some agency staff, who have not worked with federal assistance in the past, and who incurred costs under the CARES Act in 2020, are encouraged to register.

Feb. 2 through 12: SEFA development office hours and technical assistance

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SEFA    

Monthly

The federal compliance requirements' landscape is a complex one to navigate. For King County programmatic and fiscal staff who administer, bill for and manage federally-funded projects, attending these monthly workshops are a MUST! Audit readiness, understanding how to work with auditors and federal cost, administrative and audit requirements is imperative when managing federally-funded projects for the County.

Register

SEFA    

Offered: Multiple Dates in November and December

Timing is everything! Learn how to manage payments, accruals and event/cost based billing during the month of January when two financial periods are open.

Who will benefit:

  • Anyone using the Projects/Grants module for billing/revenue and accruals for grants or contracts.

Register

SEFA    

Monthly

This course covers the basic information needed to approve General Ledger Journal entries. Learn how the Approval Management Engine drives the automated approval process. Review some of the challenges you may encounter and the supporting reports that will assist you.

Who will benefit:

  • Anyone responsible for approving General Ledger Journal entries.

Register

ProjectsGrants    

Monthly

This course provides a working knowledge of the basic functions within Projects and Grants. The curriculum covers the information needed to set up and maintain projects and awards, create expenditures, and inquire on expenditure data. A separate course, Projects/Grants Billing, is required for anyone using the Projects/Grants module for billing grantors or external customers.

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compliance    

Yearly

The federal compliance requirements' landscape is a complex one to navigate. For King County programmatic and fiscal staff who administer, bill for and manage federally-funded projects, attending these annual training is a MUST! Audit readiness, understanding how to work with auditors and federal cost, administrative and audit requirements is imperative when managing federally-funded projects for the County.

This offering discusses the Core Federal Compliance requirements that all federally-funded projects must abide. Staff that are new to a grant administration position or haven't been to a federal compliance training in 3 years should attend.

The course covers:

  • 2 CFR 200 Federal grant core administrative requirements, rules and program compliance (3 days long).
  • Develop a working knowledge of requirements in common rule areas such as internal controls, program compliance in time and effort, procurement, property rules, match and cost sharing and related program audit principles. Gain a broad-based familiarity with core program compliance issues that affect federal programs.
  • Key practices including Administrative Requirements, Cost Principles and A-133 audits. Gain a fundamental understanding of these cornerstone practices of grants’ regulations - 3 days.

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bgsingleport21    

Yearly

This course is for King County staff only.

This offering discusses the Federal Compliance requirements that all federally-funded projects must abide. Staff that are new to a grant administration position where subrecipient monitoring is required or haven't been to a federal compliance training on this topic in 3 years should attend.

This course covers:

  • Subawarding and Monitoring of Federal Funds (3 days long).
  • Develop working skills with monitoring techniques and effective outcomes.
  • Identify best practices for monitoring subrecipients.
  • Analyze program regulations to assess their impact on subawards.

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AuditFinding    

Yearly

This course is for King County staff only.

This offering discusses the Federal Compliance requirements that all federally-funded projects must abide. Staff that are new to a grant administration position or haven't been to a federal compliance training on this topic in 3 years should attend.

This course aims to work with staff to:

  • Develop working skills with planning executing and monitoring procurement actions.
  • Identify best practices for different steps in the procurement process.
  • Analyze federal procurement standards and compare to King County internal controls.
  • Use federal and federal case studies

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fms-pop-training
   

April

This course is for King County staff only.

(Almost) Everything you wanted to know about managing the period of performance federal requirements on federally-funded projects.

Audience: Required for anyone who manages Federal and/or State Financial Assistance

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