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Office of FinanceFinance Training

The Office of Finance has a vast training program that includes information relating to Commonwealth and University policies and procedures relevant to each of our business partners across campus as they oversee departmental budgets and complete financial requirements daily. The multi-faceted training program includes a Certificate in University Financial Management continuing education program, hands-on Banner system training courses, online video training resources, and other various training guides for both required and optional trainings offered by the Office of Finance. Please don't hesitate to reach out to Amanda Dunlap, Communications & Training Coordinator, with any training questions or concerns.

NOTE: All in-person trainings are temporarily suspended at this time due to Covid-19 restrictions. In their place, the Office of Finance is offering a combination of readily-available training videos accessed on our webpage and "live" Zoom training sessions. One-on-one sessions are also available at the Communications & Training Coordinator's discretion; please contact Amanda Dunlap with questions.

Training Programs & Overview

Below you will find details about each of the Office of Finance Trainings, as well as the available training materials for each training.

The Banner Training videos are available for Banner users throughout the University community who need to learn the skills necessary to use the administrative computer system. These videos are accessible anytime and cover the two predominate modules within the Banner System: Banner Finance & Budget, and Banner General Student.

Further, there are resources avaiable regarding basic navigation and Banner overview details. Simply visit our Banner Basics webpage for these available training resources.

The Office of Finance Communications & Training Coordinator, Amanda Dunlap, is the facilitator for all classes. Please do not hesitate to reach out with her about training questions, or contact the BannerHotline@odu.edu with Banner-specific system questions.

  • Banner Training is NOT required before obtaining a Banner Account, and video review does NOT grant automatic Banner Access! To obtain Banner Access, follow the online MIDAS Account Request process found on the ITS Banner Access page.
  • You do not need to have a Banner account before revieweing the training, though it is highly recommended that you do so you may follow along with the training videos.
  • Basic Banner Navigation is no longer offered as a prerequisite course video, as we review it in both the Banner Finance & Budget and Banner General Student Training videos. We recommend users review the "Banner Intro & Basics Handouts" before reviewing a Banner training videos to familiarize themselves with Banner.

All Banner-related questions should be sent to the Banner Hotline.

The Certificate of University Financial Management Program, or CUFM, is a multi-section training certificate program which focuses on the business practices needed by budget units. It is a series of classes designed to familiarize the campus community with the different aspects of the Office of Finance, as well as both Commonwealth and University policy. Participants who complete all required courses and pass the exam are awarded a Certificate in University Financial Management (CUFM). The intent of these classes is to ensure that employees have as much understanding of our complex system as possible, and employees may begin participating in the program any time during the year.

PROGRAM DETAILS - There are four (4) required sessions comprising details from seven (7) departments, with a review session offered each semester to help employees prepare for the exam. Please note that you must attend all sessions before you may take the Capstone review and sit for the exam. Classes taken more than two years before the exam date must be retaken.

  • QUESTIONS - Please contact Amanda Dunlap, Communications and Training Coordinator in the Office of Finance at 757-683-4462 or via email at adunlap@odu.edu for more information. Official attendance records are maintained by Amanda Dunlap as well.

TRAINING SCHEDULE - The CUFM Training Schedule is posted twice each year (January-June & July-December). Classes do not need to be taken in any particular order.

REGISTRATION - Registration is completed via the online registration form.

The Office of Finance provides monthly electronic budget reports through the Banner ePrint software. ePrint allows users to print monthly financial reports as soon as they are available. All employees who monitor and report on budget information are granted automatic access to Banner ePrint. For those that need to view monthly payroll activity, you must request ePrint Payroll Report Access by completing theePrint Payroll Report Request Form. Our ePrint Training Page contains the ePrint Training Manual, video resources relating to Introduction & Navigation, Report Options, Pick Pages, and Customization within the ePrint software.

All other questions regarding details of these reports or navigation information should be directed to the Office of Finance Data Control team at 757.683.3257 or the Banner Hotline at BannerHotline@odu.edu.

More training resources and availability COMING SOON!

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