Financial Training Department

Overview

Financial training provides faculty and staff with the opportunity to acquire the tools and skills to fulfill their financial responsibilities accurately and efficiently. Offerings are designed to train University faculty and staff who work with financial systems and provide training in administrative information systems, including electronic forms and documents, as well as providing an understanding of and appreciation for fiscal responsibilities.

Please refer to the Financial Training Course Listings and Class Policies for more information including access forms, cancellation, and no-show fees.

All instructor-led, hands-on application training sessions being delivered by the Financial Training Department (FTD) are being conducted in person. Individuals who register for a class will receive an email from the instructor the day prior to the class with instructions specific to that class.

Please direct any questions to doftraining@pobox.upenn.edu.

Calendar

Financial Training provides most of its training on a 3-week repeating cycle, with some courses (in particular, BEN Buys Requisitioner) being offered several times a month.

For the most up-to-date listing of available sessions, see the registration page in Workday Learning for the course in which you are interested

Training Documentation

The Financial Training Department prepares user guides, quick reference guides, and more for a wide variety of systems, including BEN Financials, Concur, the Penn Marketplace, Payroll Reallocation, and BEN Deposits.

To view our full training resource library, visit the BEN Helps Support Portal and click on “User Guides” or “Training and Access.”

Financial System Access & Training Topics

The Bottom Line

The Bottom Line is a quarterly newsletter produced by the Financial Training Department featuring information from offices across the Division of Finance. The most recent issues are below.

2021

2020

For archived issues, click here.