Training

Finance Training offers a series of training programs to help you learn more about Columbia’s financial systems, policies, and procedures. Read on to learn more about:

  • Our training library
  • Upcoming training sessions
  • Getting access to financial systems and the required trainings

Browse the Training Library

Explore our extensive library of job aids, web-based trainings, instructor-led courses, and other training resources.

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Job Aids

Our job aids are quick reference guides that offer step-by-step instructions, including screenshots, for completing financial-related activities.

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Web-Based

Our online, self-paced classes provide detailed information and recorded simulations of financial transactions.

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Instructor-Led

We also offer classroom-based, instructor-led courses.

Upcoming Training Sessions

Concur Expense Basics

Virtual class via Zoom (Meeting URL provided via e-mail upon registration)
2:00 PM - 3:30 PM
Event time is displayed in your time zone.

Concur Travel Basics

Virtual class via Zoom (Meeting URL provided via e-mail upon registration)
2:00 PM - 3:30 PM
Event time is displayed in your time zone.

Find Required Trainings By Role

Training is required to access certain systems or to obtain a particular role. Visit Required Trainings by Role.

Getting Access to Financial Systems

Take the Getting Access to Finance Systems web-based training to learn about the systems and roles you might need for your job and how to apply for access.

A handbook is available which is designed to assist faculty and staff who need to request and/or approve system access to any of the Columbia University financial systems. View the Finance Security Handbook.

Once you know which systems you would like to request access to, you will need to complete the Financial Systems Security Application (FSSA), or, for reporting and inquiry only access to ARC, you can complete the Financial Inquiry Application (FIA).

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Our Team

Look up our team in the Finance Organizational Charts.