Hello Finance Colleagues,

As part of our continued campus transition efforts to the CFS Data Warehouse, we are pleased to offer a Spring 2026 in-person training series designed to support you in this important change.

This series will introduce foundational financial concepts and highlight key features and functionality of the CFS Data Warehouse to help you confidently navigate and use the system in your day-to-day work.

Each session will be held in a computer lab and will include:

• Structured presentations during the first half of the session on specific topics

• Dedicated hands-on time for individual questions, guidance, and customization support, led by our CFS Data Warehouse power users

We encourage you to join us, ask questions, and share insights as we continue to learn and navigate this transition together.

Please periodically check the training series document for updates as we continue to solidify the last remaining details. Here is the link URL: https://docs.google.com/document/d/14HdNhlTiieBTvhqBGMlc5irJxpx5Tzhj8MiH...

Date: Jan 22, 2026, Thu

Time: 1 – 2:30pm

Location: LIB 121

Presenter: Patrick Orona, Director of Academic Resources

Topic: Financial Concepts & CFS Data Warehouse Basics

What you will learn: Participants will become familiar with foundational financial concepts and common terminology. We will also highlight key differences between CFS and OBI, including best practices, helpful tips, and important considerations for using the CFS Data Warehouse effectively.

Date: Jan 26, 2026, Mon

Time: 9 – 10:30am

Location: LIB 121

Presenter: Patrick Orona, Director of Academic Resources

Topic: Financial Summary Dashboard

What you will learn: A deeper dive into the Financial Summary Dashboard, including how to create customized views tailored to your needs. We will explore available functionality, such as creating default views and managing multiple personalized views.

Date: Feb 6 2026, Fri

Time: 10 – 11:30am

Location: LIB 121

Presenter: To Be Determined

Topic: Transaction Detail Dashboard

What you will learn: Let’s dig into the details—budget, actuals, and encumbrances. Learn how to run various transaction reports and better understand what to look for when reviewing detailed financial data.

Date: Feb 12, 2026, Thu

Time: 3 – 4:30pm

Presenter: Patrick Orona, Director of Academic Resources

Location: HGH 115

Topic: CFS Datasets, Pivot Tables & Data Analysis

What you will learn: Need more flexibility than CFS provides? Learn how to download datasets, create pivot tables, and gain valuable insights to elevate your data analysis skills.

Date: Feb 19, 2026, Thu

Time: 1 – 2:30pm

Presenter: To Be Determined

Location: To Be Determined

Topic: To Be Determined (Based on Participant Input)

What you will learn: This session will be shaped by your feedback throughout the training series. Tell us what topics, tools, or challenges you’d like to explore, and we’ll tailor the session accordingly.

We look forward to learning alongside you and supporting your success with the CFS Data Warehouse. Thank you for your continued engagement and collaboration.

Warm regards,
Patrick Orona
Director of Academic Resources