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Oxford Finance Academy 2017
TABLE OF CONTENTSFINANCIAL SYSTEMS OVERVIEWFinancial Systems Overview (eLearning) ........................................................................ 7OASIS User Guide & Self-Study Workbook .................................................................... 8OASIS Quick Reference Guides ..................................................................................... 9JDE – Property Management (eLearning)..................................................................... 10JDE – Accounts Payable (eLearning)............................................................................ 11JDE – Residential (eLearning) ...................................................................................... 12JDE Property Management (Classroom)...................................................................... 13JDE Accounting (Classroom) ....................................................................................... 14oxBiz (eLearning) .......................................................................................................... 15oxBiz – Quick Reference Guides .................................................................................. 16oxBiz – Accounting (Classroom) ................................................................................... 17oxBiz – Leasing Assumptions (Classroom) ................................................................... 18Vendor Approval Workflow (eLearning)......................................................................... 19Hyperion Financial Management – HFM (eLearning).................................................... 20Hyperion Financial Management - HFM (Classroom) ................................................... 21ARGUS Enterprise (eLearning)..................................................................................... 22ARGUS Enterprise (Classroom).................................................................................... 23Cougar (eLearning) ....................................................................................................... 24Cougar (Classroom) ...................................................................................................... 25TECHNICAL ACCOUNTING AND FINANCIAL PROCESSESBusiness Functions Overview (Classroom)................................................................... 27Development Accounting Overview (Classroom) .......................................................... 28Equity Accounting (Classroom) ..................................................................................... 29Accounting For Real Estate Properties Under IFRS (Classroom) ................................. 30IFRS Technical Updates (Classroom) ........................................................................... 31Real Estate Concepts for Accountants (eLearning) ...................................................... 32Financial Acumen (Classroom) ..................................................................................... 33 Page | 4
Working Paper Documentation and Review (eLearning)............................................... 34Budgets Process Overview (eLearning) ........................................................................ 35Real Estate 101 (eLearning) ......................................................................................... 36Negotiating a Deal Overview (Classroom) .................................................................... 37Investment Cycle Overview (Classroom) ...................................................................... 38Financing Transactions (Classroom)............................................................................. 39Advanced Excel (Classroom) ........................................................................................ 40VBA Macros Excel (Classroom) .................................................................................... 41Making Engaging PowerPoint Presentations (Classroom) ............................................ 42ONBOARDINGOxport Walkthrough (eLearning) ................................................................................... 44TRAIN THE FACILITATORTrain The facilitator (Classroom) ................................................................................... 46Train The facilitator Refresher (Classroom) .................................................................. 47CPA TRAININGCPA Program Information Session (Classroom) ........................................................... 49CPA Education Internal Training Techincal Sessions (Classroom)............................... 50CPA – Financial Statement Analysis (Classroom) ........................................................ 51CPA – Accounting Issue Analysis (Classroom)............................................................. 52CPA – Advanced Googling for Accountants (Classroom) ............................................. 53PROFESSIONAL DEVELOPMENTThe Interview Series: The Conversation Continues (Classroom) .................................. 55Critical Thinking (Classroom) ........................................................................................ 56Continuous Improvement (Classroom).......................................................................... 57Professional Communications (Classroom) .................................................................. 58Managing Up (Classroom) ............................................................................................ 59Managing Difficult Interactions (Classroom).................................................................. 60Building Influencing Power (Classroom)........................................................................ 61Managing with Impact – Offered by OMERS (Classroom) ............................................ 62Registration Guide......................................................................................................... 66Frequently Asked Questions ......................................................................................... 77 If you have any questions about any of the learning resources/courses offered by the Oxford Finance Academy please email [email protected] and we’ll be happy to assist you. Page | 5
Financial Applications Training
Financial Systems Overview (eLearning)Objective: A high-level overview of Financial Systems and how they co-exist. Thiscourse is designed to illustrate how our systems interact, and the impact each systemhas on other systems.The intention of this course is not to provide in-depth training on each application asyour role at Oxford will dictate which applications you will use. The module will providean overview of: JD Edwards ARGUS Models OASIS Cougar oxBiz GSS Capital Approval Workflow Corporate Reporting Tool Closed Deals Workflow OTAPType: eLearningCPD Credits: 1 hourPrerequisite: NoneRegister: See Registration GuideReturn to Top Page | 7
OASIS User Guide & Self-Study WorkbookObjective: Foundation-level overview of the OASIS system through user guide andself-study workbook, which provides navigational instructions as well as information onrunning different types of reports.Type: PDFCPD Credits: N/APrerequisite: NoneRegister: Community PageReturn to Top Page | 8
OASIS Quick Reference GuidesObjective: Frequently Used OASIS reports: understanding how to run them, read them,and their connection to other reportsType: PDFCPD Credits: N/APrerequisite: NoneRegister: Community PageReturn to Top Page | 9
JDE – Property Management (eLearning)Objective: Foundation-level course covering the JD Edwards Property ManagementSuite: Common Foundations Module 8: Sales Overage Set Up Module 1: Facility Set Up Module 9: Credit Balance Reimbursements Module 2: Address Book Set Up Module 10: Non-Tenant Billings Module 3: Lease Entry Module 11: Security Deposits Module 4: Lease Revisions Module 12: Allocate Credits Module 5: Lease Versioning Module 13: Specialty Leasing/Contracts Module 6: Billings Module 14: Global Updates Module 7: Cash ReceiptsType: eLearningCPD Credits: TBDPrerequisite: NoneRegister: Coming to you in Q1 2017!Return to Top Page | 10
JDE – Accounts Payable (eLearning)Objective: Foundation-level course covering JD Edwards Accounts Payable Suite:*CHECK WITH SHARNA ON CORRECT SECTIONSModule 1: Invoice Entry Module 5: Payment ProcessingModule 2: Inquiries Module 6: Voiding PaymentsModule 3: Troubleshooting Module 7: Recurring ProcessModule 4: Invoice Entry: Accounts Payable DepartmentType: eLearningCPD Credits: TBDPrerequisite: NoneRegister: Coming to you in Q1 2017!Return to Top Page | 11
JDE – Residential (eLearning)Objective: Foundation-level course covering JD Edwards Residential Suite:Module 1: Processing Cash Receipt Module 5: Purchase Order Daily Processing EntriesModule 2: Processing New TenantsModule 3: Tenant LedgerModule 4: How to Process Notice of Late PaymentType: eLearningCPD Credits: TBDPrerequisite: NoneRegister: Coming to you in Q1 2017!Return to Top Page | 12
JDE Property Management (Classroom)Objective: Intermediate -level course with modules covering accounting functions suchas: Tenant & Auto Debit Setup Billings Retail Sales & Overage Reconfiguration Area Changes/Rent Adjustments Lease Versioning Cash Receipts Auto Debit File Generation Credit ReimbursementType: ClassroomCPD Credits: 8 hoursPrerequisite: JDE – Property Management FoundationsRegister: See OMERS Learning and Development CalendarReturn to Top Page | 13
JDE Accounting (Classroom)Objective: Course covering accounting functions such as: Bank Reconciliations Fixed Assets GST/HST Reporting Intercompany Journal Entries Month end Checklist Straight Line RevenuesType: ClassroomCPD Credits: 4 hoursPrerequisite: NoneRegister: See OMERS Learning and Development CalendarReturn to Top Page | 14
oxBiz (eLearning)Objective: Foundational-level course with 90+ modules covering the following oxBizmenus and topics: Leasing Assumptions Capital Accounting ExpensesType: eLearningCPD Credits: 10 hrsPrerequisite: NoneRegister: eLearning and resources are located on our Community Page.Return to Top Page | 15
oxBiz – Quick Reference GuidesObjective: Understanding frequently used oxBiz Reports.Type: PDFCPD: N/ARegister: Coming to you in Q2 2017!Return to Top Page | 16
oxBiz – Accounting (Classroom)Objective: Intermediate-level course covering advanced troubleshooting topics in theAccounting menu.Type: ClassroomCPD Credits: 8 hoursPrerequisite: oxBiz - Foundations (eLearning)Register: See OMERS Learning and Development CalendarReturn to Top Page | 17
oxBiz – Leasing Assumptions (Classroom)Objective: Intermediate-level course covering advanced troubleshooting topics in theLeasing Assumptions menu including: processes, scenarios, and reports.Type: ClassroomCPD Credits: 8 hoursPrerequisite: oxBiz - Foundations (eLearning)Register: See OMERS Learning and Development CalendarReturn to Top Page | 18
Vendor Approval Workflow (eLearning)Objective: Training users on how to approve, terminate, and update vendors using theVendor Approval WorkflowType: eLearningCPD Credits: TBDPrerequisite: NoneRegister: Coming to you in Q1 2017!Return to Top Page | 19
Hyperion Financial Management – HFM (eLearning)Objective: Training end users on the systemType: eLearningCPD Credits: TBDPrerequisite: NoneRegister: Coming to you in Q1/Q2 2017!Return to Top Page | 20
Hyperion Financial Management - HFM (Classroom)Objective: Training end users on the systemType: ClassroomCPD Credits: TBDPrerequisite: NoneRegister: See OMERS Learning and Development CalendarReturn to Top Page | 21
ARGUS Enterprise (eLearning)Objective: How to use AE which generates future cash flow analysis and valuationsthat are the underlying drivers that measure return performance at Oxford.Type: eLearningCPD Credits: TBDPrerequisite: NoneRegister: Coming to you in Q4 2017!Return to Top Page | 22
ARGUS Enterprise (Classroom)Objective: How to use AE which generates future cash flow analysis and valuationsthat are the underlying drivers that measure return performance at Oxford.Type: ClassroomCPD Credits: TBDPrerequisite: ARGUS Enterprise eLearningRegister: Coming to you in Q4 2017!Return to Top Page | 23
Cougar (eLearning)Objective: Training on how to use the Cougar software. The combination of actual,reforecast, and future-oriented information allows for a rigorous approach to identifyopportunities within the portfolio to maximize our investment values, returns andbalance our portfolio mixType: eLearningCPD Credits: TBDPrerequisite: NoneRegister: Coming to you in Q4 2017!Return to Top Page | 24
Cougar (Classroom)Objective: Training on how to use the Cougar software. The combination of actual,reforecast, and future-oriented information allows for a rigorous approach to identifyopportunities within the portfolio to maximize our investment values, returns andbalance our portfolio mixType: ClassroomCPD Credits: TBDPrerequisite: Cougar eLearningRegister: Coming to you in Q4 2017!Return to Top Page | 25
Technical Accountingand Financial Processes
Business Functions Overview (Classroom)Objective: To provide a comprehensive understanding of the various teams, theirunique roles & responsibilities and business processes at Oxford and OMERS. Thesesessions also highlight how we work together towards a common goal as part of oneteam.Each month’s session will be hosted by a different team.Type: ClassroomCPD credits: 1.5 hoursPrerequisite: NoneRegister: See OMERS Learning and Development CalendarReturn to Top Page | 27
Development Accounting Overview (Classroom)Objective: An overview of accounting concepts and principles for developments.Additionally, this course covers common issues for properties in the development cycle(pre-development, development, post- development) and the recommended ‘Oxford’approach to address them.Type: ClassroomCPD Credits: 3 hoursPrerequisite: NoneRegister: See OMERS Learning and Development CalendarReturn to Top Page | 28
Equity Accounting (Classroom)Objective: Building an overall understanding of equity transactions focusing on thefollowing: Review of key concepts and definitions Review of Oxford reporting requirements Introducing the new chart of accounts and application to various Oxford financial reporting requirementsType: ClassroomCPD Credits: 3 hoursPrerequisite: NoneRegister: See OMERS Learning and Development CalendarReturn to Top Page | 29
Accounting For Real Estate Properties Under IFRS (Classroom)Objective: Technical Accounting Session held by PwC covering basic Real Estateaccounting concepts and issues under IFRS and how they apply to Oxford’s business.Type: ClassroomCPD Credits: 5 hoursPrerequisite: NoneRegister: See OMERS Learning and Development CalendarReturn to Top Page | 30
IFRS Technical Updates (Classroom)Objective: IFRS Technical Update session held by PwC covering recent and upcomingaccounting pronouncements and updates, and their impact on Oxford.Type: ClassroomAudience: Managers and aboveCPD Credits: 4 hoursPrerequisite: NoneRegister: See OMERS Learning and Development CalendarReturn to Top Page | 31
Real Estate Concepts for Accountants (eLearning)Objective: Covers basic real estate concepts and terminology for finance andaccounting teams to better understand the industry Oxford operates in.Type: eLearningCPD Credits: 3 hoursPrerequisite: NoneRegister: Coming to you in Q4 2017!Return to Top Page | 32
Financial Acumen (Classroom)Objective: Providing the financial literacy skills needed to confidently talk the universallanguage of business. Through the use of practical examples and interactive exercises,this course will provide the foundation to: understand key accounting terms, identify keyfinancial statements and components therein, assess liquidity, risk and profitability andunderstand key ratios, identify key risksType: Classroom/WebinarCPD Credits: TBDPrerequisite: NoneRegister: Coming to you in Q3 2017!Return to Top Page | 33
Working Paper Documentation and Review (eLearning)Objective: Varying practices exist with regards to the preparation and review of workingpapers. This session aims to provide consistent standards to improve the quality ofworking papers.Type: eLearningCPD Credits: 1 hourPrerequisite: None!Register: Coming to you in Q2 2017Return to Top Page | 34
Budgets Process Overview (eLearning)Objective: An overview of the budgeting process, roles & responsibilities, and thevarious functions and tasks involved at each step.Type: eLearningCPD Credits: 1 hourPrerequisite: NoneRegister: Coming to you in Q2 2017!Return to Top Page | 35
Real Estate 101 (eLearning)Objective: Understanding key aspects of Real Estate- from building a property, tobuying, managing and disposing properties. Understanding the industry and business inwhich Oxford operatesType: eLearningCPD Credits: TBDPrerequisite: NoneRegister: Coming to you in Q2 2017!Return to Top Page | 36
Negotiating a Deal Overview (Classroom)Objective: Overview of steps taken to negotiate an investment dealType: ClassroomCPD Credits: TBDPrerequisite: NoneRegister: Coming to you in Q4 2017!Return to Top Page | 37
Investment Cycle Overview (Classroom)Objective: Overview (beginning to end) of the investment cycle- process involved,steps to take, and key items to rememberType: ClassroomCPD Credits: TBDPrerequisite: NoneRegister: Coming to you in Q4 2017!Return to Top Page | 38
Financing Transactions (Classroom)Objective: Step by Step guide to financing transactionsType: ClassroomCPD Credits: TBDPrerequisite: NoneRegister: Coming to you in Q4 2017!Return to Top Page | 39
Advanced Excel (Classroom)Objective: Customized for our Accounting team to teach advanced Excel topics.Participants will be surveyed in advance for topics to be covered.Type: ClassroomCPD Credits: 6Prerequisite: Intermediate ExcelRegister: See OMERS Learning and Development CalendarNote: There is a cost associated with this course that will be charged back to yourbusiness unit. Please inquire with [email protected] as to the cost if youhave any concerns.Return to Top Page | 40
VBA Macros Excel (Classroom)Objective: Customized for our Accounting team to teach advanced Macros in Excel.Participants will be surveyed in advance for topics to be covered.Type: ClassroomCPD Credits: 6Prerequisite: Advanced ExcelRegister: See OMERS Learning and Development CalendarNote: There is a cost associated with this course that will be charged back to yourbusiness unit. Please inquire with [email protected] as to the cost if youhave any concerns.Return to Top Page | 41
Making Engaging PowerPoint Presentations (Classroom)Objective: Useful tips on how to create engaging PowerPoint presentationsType: ClassroomCPD Credits: TBDPrerequisite: NoneRegister: Coming to you in Q4 2017!Return to Top Page | 42
Onboarding
Oxport Walkthrough (eLearning)Objective: oxPort is Oxford's intranet site that houses a wide range of valuableinformation. oxPort is your window to everything that is the Oxford internal network!You can find nearly all information regarding Oxford on this site.This course provides you with an interactive demonstration of how and where to accessinformation on oxPort.Type: eLearningCPD Credits: 1 hourPrerequisite: NoneRegister: Community PageReturn to Top Page | 44
Train The Facilitator
Train The facilitator (Classroom)Objective: Providing tools and knowledge on facilitation skills including: Role of a facilitator Adult learning principles Platform/presentation skills Answering questions effectively Co-facilitation Training environment Energy in the classroom Time managementType: ClassroomCPD Credits: 4 hoursPrerequisite: NoneRegister: See OMERS Learning and Development CalendarReturn to Top Page | 46
Train The facilitator Refresher (Classroom)Objective: A refresher course designed to cover the following facilitator skills: Role of a facilitator Adult learning principles Platform/presentation skillsType: ClassroomCPD Credits: 2 hoursPrerequisite: NoneRegister: See OMERS Learning and Development CalendarReturn to Top Page | 47
CPA Training
CPA Program Information Session (Classroom)Objective: Informational session for all CPA candidates, mentors and managers tobetter understand the practical experience requirements and education component ofthe new CPA program and Oxford's program designed to support candidates to besuccessful through the CPA process.Type: ClassroomCPD Credits: 2 hoursPrerequisite: CPA Candidate, Mentor or ManagerRegister: See OMERS Learning and Development CalendarReturn to Top Page | 49
CPA Education Internal Training Techincal Sessions (Classroom)Objective: As required, covering technical materials specific to CPA PEP examsType: ClassroomCPD Credits: TBDPrerequisite: NoneRegister: TBDReturn to Top Page | 50
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