Employee Resources
Training is for King County employee's only
Financial Management Training
Offered every other month Key topics include:
Who will benefit:
Recommended Prior to this Class – Intro to General Ledger (e-Learning) |
Offered twice a year Key topics include:
Who will benefit:
Recommended Prior to this Class – Fund Accounting 101 |
Offered twice a year Come learn how our financial systems exchange data and communicate with each other. Participants in this course will get a behind-the-scenes tour of EBS’ inner workings, understanding how the modules exchange data amongst themselves and with other County systems including PeopleSoft and financial reports. If you’ve wondered how those debits and credits in the General Ledger came into being, this is the course for you. Recommended Prior to this Class – Fund Accounting 201 |
Two parts, offered every month (Almost) everything you wanted to know about managing Federal and State grants. From the notice of receipt of grant funding, to the review of grant documents, the establishment of an award in the financial system, the management of installments, funding and budgets and eventually to close out, this course provides a comprehensive look at optimal management of federal and state assistance. We will review the various types of awards received by King County, how they differ and how they should be managed. Who will benefit:
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Offered monthly This class includes the overview of each type of smart spreadsheet and the process steps needed to successfully upload the file. Internal Controls governing this tool will be included. A review of the PA Smart Spreadsheet User Guide and Troubleshooting Guide will also highlight the tools and resources available to assist users with the process. Who will benefit:
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Offered: Quarterly The Projects Billing and Invoice Management Course covers all of the operational functions that are needed to complete both event and cost based billing. This includes creating events, managing invoices, making corrections and understanding the associated revenue and invoice accounting. Also included are how to obtain paper invoices for cost based billing and how to trouble shoot common billing problems. This class also covers monitoring your invoice status, how to troubleshoot problems with invoices, how to monitor your aging, and how to reconcile revenue/invoice control accounts. Who will benefit:
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Offered: Multiple Dates in November and December Come and learn what’s new for yearend accruals and adjustments. Financial Accounting will provide guidance regarding when accruals are appropriate and when other reporting options should be used. The basics of accruals in Projects/Grants and General Ledger will be reviewed and we will discuss when and under what circumstances financial transactions should be corrected before yearend. Who will benefit:
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Offered: Multiple dates in November, December, and January This class instructs users on how to use the new BI Insights tool developed to automate the PA to GL expense reconciliation. This class teaches users how to use this tool to complete this mandatory reconciliation by fund, department, or division. Who will benefit:
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Next Classes: TBD The Schedule of Expenditures of Federal Awards (SEFA) Development Training, aims to teach students to:
Bring your award expenditure data on a flash drive and we’ll walk through your questions. FMS also offers one-on-one technical assistance to develop agency SEFA in January/February. FY21: Agency SEFA development trainings FY21: SEFA training for ARPA Coronavirus Local Fiscal Recovery (CLFR) awards FY21: SEFA training for ARPA Coronavirus Local Fiscal Recovery (CLFR) awards |
Feb. 2021 This offering provides SEFA developers an opportunity to ask questions and get one-on-one technical assistance on their annual report. Some agency staff, who have not worked with federal assistance in the past, and who incurred costs under the CARES Act in 2020, are encouraged to register. Feb. 2 through 12: SEFA development office hours and technical assistance |
Monthly The federal compliance requirements' landscape is a complex one to navigate. For King County programmatic and fiscal staff who administer, bill for and manage federally-funded projects, attending these monthly workshops are a MUST! Audit readiness, understanding how to work with auditors and federal cost, administrative and audit requirements is imperative when managing federally-funded projects for the County. |
Offered: Multiple Dates in November and December Timing is everything! Learn how to manage payments, accruals and event/cost based billing during the month of January when two financial periods are open. Who will benefit:
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Monthly This course covers the basic information needed to approve General Ledger Journal entries. Learn how the Approval Management Engine drives the automated approval process. Review some of the challenges you may encounter and the supporting reports that will assist you. Who will benefit:
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Monthly This course provides a working knowledge of the basic functions within Projects and Grants. The curriculum covers the information needed to set up and maintain projects and awards, create expenditures, and inquire on expenditure data. A separate course, Projects/Grants Billing, is required for anyone using the Projects/Grants module for billing grantors or external customers. |
Yearly The federal compliance requirements' landscape is a complex one to navigate. For King County programmatic and fiscal staff who administer, bill for and manage federally-funded projects, attending these annual training is a MUST! Audit readiness, understanding how to work with auditors and federal cost, administrative and audit requirements is imperative when managing federally-funded projects for the County. This offering discusses the Core Federal Compliance requirements that all federally-funded projects must abide. Staff that are new to a grant administration position or haven't been to a federal compliance training in 3 years should attend. The course covers:
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Yearly This course is for King County staff only. This offering discusses the Federal Compliance requirements that all federally-funded projects must abide. Staff that are new to a grant administration position where subrecipient monitoring is required or haven't been to a federal compliance training on this topic in 3 years should attend. This course covers:
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