Want to learn more about your Library Unit’s finances? Schedule a Financial Literacy Training Session!
To schedule one or more of these sessions, please contact jeannine miles at jmiles@berkeley.edu.
Are you ready to take control of your unit’s finances and learn how to use CalAnswers General Ledger Reporting? The University Library is pleased to offer Financial Literacy Training sessions, designed to equip staff with the essential knowledge and skills necessary for informed financial decision-making. Whether you're new to managing finances or looking to enhance your skills, these sessions are for you.
Why Financial Literacy Matters
In today’s budget-constrained environment, effective money management is crucial. Understanding aspects like budgeting for your unit’s expenses, interpreting and creating chartstrings, and navigating the general ledger will significantly impact your unit’s success.
What You Can Learn
We offer several shelf-ready courses to help you enhance your financial literacy skills. These sessions can be conducted via Zoom or in person during a team meeting.
Shelf-Ready Offerings:
- What is a Chartstring?
A 30-minute session defining chartstrings, covering essential elements, and explaining how to track transactions on the ledger.
- Library Finance Overview
A 45-minute session that includes an overview of our fiscal calendar, defines chartstrings and their components, discusses employee compensation expenses, and provides information on UC Berkeley’s financial systems and Library Quarterly Financial Review Meetings (QFRM). This course covers chartstring details in #1 What is a Chartstring? and is not a prerequisite for this course.
- Unpacking the SRECNA (Statement of Revenue, Expenses, and Changes in Net Assets)
A 45-minute course focused on defining and interpreting key components of the SRECNA, including Fiscal Year, Department ID (L7), Account details, Actuals, Operating Budget, and Forecast data for your unit.
- Cal Answers Finance Overview
A 50-minute course on navigating the Cal Answers General Ledger dashboard, focusing on filtering, designing data tables, creating saved views, and sharing dashboard links with colleagues.
We also offer:
30-Minute Virtual Library Finance Literacy Office Hours
Ad hoc sessions are available on Thursdays from 1:00 to 3:00 pm for one-on-one personal assistance. Bring your questions and improve your finance skills!
To schedule one or more of these sessions, please contact jeannine miles at jmiles@berkeley.edu.