Working with Financial Forms

Intended Audience:

This workshop is highly relevant to staff with financial responsibilities - new and existing School Managers, Finance Officers and Administrative Officers with 25% financial responsibilities.

Workshop Description:

Forms! Forms! How to get my forms processed quickly is designed to provide participants with a sound knowledge of all the financial forms and tips to avoid delays and sent-backs. It also provides participants an overview of the entire process workflow and the impact on incorrect forms.

Intended Outcomes:

After completing this workshop, participants should be able to understand:

• The financial forms used in the University
• Why the delays?
• What are the strategies to speed up the process?
• What happens to your form when it arrives at Financial Services?
• The negative impact of incomplete forms.
• Why Financial Services can seem unfriendly at times - sending back your forms instead of making a phone call?
• What forms are available and how to complete them correctly?
• What attachments are expected to be submitted with the forms?

Key Activities:

Fun and hands-on activities on identifying errors on real forms.

Duration:

1 hour

Dates and Times:

• Workshop 1: Monday 9 February 2009: 11:15am - 12:15pm
• Workshop 2: Tuesday 17 March 2009: 11:15am - 12:15am
• Workshop 3: Tuesday 7 April 2009: 11:15am - 12:15pm
• Workshop 4: Monday 11 May 2009: 11:15am - 12:15pm
• Workshop 5: Tuesday 9 June 2009: 11:15am - 12:15pm
• Workshop 6: Monday 20 July 2009: 11:15am - 12:15pm
• Workshop 7: Tuesday 18 August 2009: 11:15am - 12:15pm
• Workshop 8: Monday 14 September 2009: 11:15am - 12:15pm
• Workshop 9: Monday 12 October 2009: 11:15am - 12:45pm

Venue:

• Love House, 28 Broadway, Seminar Room 2

Facilitator:

Kathy Kok, Project Accountant, Financial Services, UWA

Cost:

UWA staff members and UWA affiliates will receive priority in gaining access to this session. Participant enrolment in this workshop will be confirmed following the closing date for applications. Please note a cancellation fee may apply for non-attendees. We also welcome enrolment by non-UWA participants, subject to availability. The commercial fee for non-UWA attendees is calculated at $100 per hour of attendance. Staff working in other universities will receive a 20% discount on the commercial fee.

Number of Places:

12

Closing Dates:

• Workshop 1: Registration for this workshop closed on Monday 2 February 2009 .
  
• Workshop 2: Registration for this workshop closed on Tuesday 24 February 2009 .
  
• Workshop 3: Registration for this workshop closed on Tuesday 10 March 2009 .
  
• Workshop 4: Registration for this workshop closed on Monday 20 April 2009 .
  
• Workshop 5: Registration for this workshop closed on Friday 5 June 2009 .
  
• Workshop 6: Registration for this workshop closed on Monday 29 June 2009 .
  
• Workshop 7: Registration for this workshop closed on Tuesday 28 July 2009 .
  
• Workshop 8: Registration for this workshop closed on Friday 11 September 2009 .
  
• Workshop 9: Registration for this workshop closed on Monday 21 September 2009 .
  

TRIM Number:F26475