Vanderbilt University Medical Center Finance

VUMC Financial Training
Michael Rhodes, Sr. Learning Specialist
2525 West End Ave., Suite 214
(615) 875-3322

The Financial Foundations series is designed to provide VUMC staff with the tools and perspective necessary to manage departmental financial responsibilities. Each course contains interactive content and reference material which incorporates business systems and processes, spanning the basics of accounting at VUMC to the process of monthly financial review and sign-off.

Audience: All VUMC staff with financial responsibilities, including, but are not limited to, budgeting, general ledger reconciliation, purchasing, and grants and contracts.

CPE: CPE credit is available to CPAs for all Financial Foundation classroom training.

Training for the following systems is provided in the series of classes:

  • NCOA
  • Privilege Management (for Non-Administrators)
  • BI launch pad APPO, Work Order & VUIT reporting
  • eDog (reporting, reconciliation and sign-off)
  • Waldo

Note: These classes are a series. Please register for classes in sequential order.

Instructors:

  • Marc Crosby, Principal Learning Consultant
  • Diana Ormsby, Principal Learning Consultant
  • Claudia Fontaine, Director
  • Angela Purinton, Learning Consultant
  • Brandon Whitworth, Learning Consultant

Registration: See below:


Medical Center Foundations I: Intro to Financial Systems & Privilege Management

Audience: This class is recommended for all VUMC staff with financial responsibilities. These responsibilities may include, but are not limited to budgeting, general ledger reconciliation, purchasing, and grants & contracts.

Course Description:

This is an introductory class to VUMC financial and accounting systems. This class is designed to provide an overview of the many business systems which feed our general ledger and other reporting systems in an interactive learning environment. Privilege Management, the application which manages secure access to our business systems, as well as authorization for many business processes, is covered as a tool to enhance understanding of the systems and business processes introduced in this class. After completing this class, participants will be able to:

  • Navigate the Privilege Management System (as non-administrators)
  • Discuss the processes by which VUMC financial systems feed the general ledger
  • Identify financial reporting systems
  • Summarize the basics of VUMC’s accounting system
  • Utilize the Narrative Chart of Accounts (NCOA)

Prerequisites: Medical Center Understanding Center and Account Numbers (Online)​

Access (Required): N/A

Register for this Class Registration Quick Guide


Medical Center Foundations II: Internal Controls, Purchasing, & APPO Report

Audience: This class is recommended for all VUMC staff with financial responsibilities. These responsibilities may include, but are not limited to budgeting, general ledger reconciliation, purchasing, and grants & contracts.

Course Description:

This class continues business process and financial reporting system training from Financial Foundations I with a focus on departmental financial responsibilities particularly around purchasing. The importance for departmental Internal Controls is discussed in the context of the VUMC policies and procedures. Internal Controls around the purchasing process and the APPO reporting system will be covered in detail from a departmental perspective as well as from a systems perspective. After completing this class, participants will be able to:

  • Recognize departmental financial responsibilities
  • Comprehend the importance of Internal Controls
  • Track a transaction through APPO BI launch pad reporting
  • Discuss departmental Best Practices
  • Identify and manage Match Exceptions

Prerequisites:

  • Medical Center Financial Foundations I
  • Medical Center Understanding Center and Account Numbers (Online)
  • Introduction to VUMC's Purchasing System (Online)
  • VUMC Shop eCatalogs (Online)

Access (Recommended): eDog and/or eProcurement Viewer and Business Objects APPO Universe

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Medical Center Foundations - eDog: Non-Labor Reconciliation

Audience: This class is recommended for all VUMC staff with financial responsibilities. These responsibilities may include, but are not limited to budgeting, general ledger reconciliation, purchasing, and grants & contracts.

Course Description:

This class continues the financial process training from Financial Foundations I and II. This class provides interactive training for the eDog general ledger application for non-salary expenses. Financial reports, reconciliation, journal entries, and approval requirements are covered. Additionally, the responsibilities around monthly accounting reports are discussed in detail. Certification requirements for the Transaction Review Verification role and document retention policies are also taught. After completing this class, participants will be able to:

  • Assess monthly accounting reports
  • Complete eDog monthly ledger sheet reconciliation requirements
  • Analyze and reconcile Encumbrances
  • Complete Journal Entry processes for VUMC
  • Explain certification requirements for the Transaction Review Verification

Prerequisites: Medical Center Financial Foundations I and Medical Center Financial Foundations II

Access (Required): eDog Viewer or Transaction Review Verification.

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Medical Center Foundations - eDog: Labor Reconciliation with Waldo

Audience: This class is recommended for all VUMC staff with payroll reconciliation and review responsibilities.

Course Description:

This class continues the financial process training in Financial Foundations. Participants will learn how to reconcile salary transactions in eDog to Labor Data in BI launch pad. This class provides interactive training for both the Waldo application and BI Launch Pad Labor Data reporting. After completing this class, participants will be able to:

  • Reconcile eDog monthly ledger sheets for payroll accounts
  • Generate BI launch pad Labor Data reports
  • Navigate the Waldo application
  • Correct errors for payroll transactions

Prerequisites: Medical Center Financial Foundations I, Medical Center Financial Foundations II and Medical Center eDog​

Access (Required): Waldo Viewer and Business Objects Labor Data universe.

Register for this Class