Spring 2025 Training Schedule Coming Soon!

Training & Presentations

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Resource Planning and Budget offers several trainings and presentations for faculty and staff to learn about campus budget protocols and processes. 

Budget 101

High-level overview of CSU Budget Cycle, and CSUF budgeting process and special budgeting considerations related to the Operating Fund, Capital Budgets, and auxiliary organizations.

Audience Type: Open to all, especially new employees and staff involved in planning/coordinating financial resources.

Time: 1-2 Hours 

Frequency: Bi-Annual

Chart of Accounts

Understanding the chart of accounts and how they are used to convey financial information to financial managers and other end users.

Audience Type: Open to all, Division Budget & Resource Officers, Directors, Managers, Budget Analysts & Coordinators

Time: 1-2 hours

Frequency: Bi-Annual

College & University Budgeting: An Introduction for Academic and Business Administrators

An introduction to budgeting, revenues and resources, expenses and costs, fiscal side of enrollment management, and budget models. The importance of enrollments in determining resources, expenses, and investments; how institutional resources are expended.

Audience Type: Open to Business Administrators, Academic Administrators and Faculty

Time: 2 hours

Frequency: Pre-Recorded/Available Online

Cost Allocation Principles

Understanding direct and indirect cost allocation methods and principles, CSU Executive Order 1000 requirements and the methodology, timelines and process for the annual campus cost allocation plan.

Audience Type: Open to all, Division Budget & Resource Officers, Directors, Managers, Budget Analysts & Coordinators

Time: 1-2 hours

Frequency: Bi-Annual

Forecasting Techniques

Applied forecasting techniques to refine budget planning. How to use historical data, budget plans, capital project plans, and ERP support systems for analysis and decision support.

Audience Type: Open to all, Division Budget & Resource Officers, Directors, Managers, Budget Analysts & Coordinators

Time: 1-2 hours

Frequency: Bi-Annual

Principles of Budgeting

A general discussion of core budgeting principles and how there are applied and operationalized at CSUF.

Audience Type: New Division Budget & Resource Officers, Directors, and Budget Managers or Staff

Time: 1-2 hours

Frequency: Bi-Annual

Understanding Position Budgeting

The importance of position budget and understanding personnel costs in a university budgeting. The practical application of the budget management dashboard to help allocate budget by position.

Audience Type: Open to all, Division Budget & Resource Officers, Directors, Managers, Budget Analysts & Coordinators

Time: 1-2 hours

Frequency: Bi-Annual