Financial Training

NOTE: The university adopted a new Financials system and associated processes in January 2021. As we adapt to the new system and processes, additional learning may be developed to address gaps and areas requiring further attention.

We provide relevant, current training on the university’s financial policies, procedures, systems to interested employees. If you're not sure where to begin or need to find additional information, view our Frequently Asked Questions.

Minimally, all individuals accessing the Financials system must complete the B&F Core Courses in BuckeyeLearn. Additional requirements exist depending on your security role or job responsibilities. 

If you need to request assistance with developing a financial or fiscal related learning, please complete the Request form and email it to FinancialTraining@osu.edu

View Training Requirements for Financials System Roles

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Core Courses


Online Courses

After viewing a course description, please click on "Register for this course" to access the BuckeyeLearn system.

Fiscal Stewardship for All

This 8-minute eLearning helps employees, who are not employed in fiscal roles, understand, and demonstrate that it is every employee’s responsibility to conduct themselves in an ethical manner that shows good stewardship of public funds. Upon completion of this course, learners will be able to understand how to be a fiscal steward of the university’s funds.

An audio transcript of this course may be downloaded by viewing the details link of the course on your transcript in BuckeyeLearn. It is listed under the heading "Resources."

If you require an accommodation to complete this learning, please contact FinancialTraining@osu.edu. The university will make every effort to meet requests.

Click the link below to access BuckeyeLearn.  

REGISTER FOR THIS COURSE

Preventing Fraud

*Required when requesting access to Financial systems

Answers questions regarding what is fraud, why do people commit fraud, how does fraud occur without detection, where does fraud occur, and who is responsible for fraud detection and prevention.

Click the link below to access BuckeyeLearn.  

REGISTER FOR THIS COURSE

Stewardship for Fiscal Professionals

*Required when requesting access to Financial systems

Covers general information about expenditures. Includes specifics about expenditures on alcohol, meals, entertainment, recruiting, employee recognition, professional dues/subscriptions, personal telephone use and control over expenditure of gifts.

Click the link below to access BuckeyeLearn.  Search for B&F Core and request this curricula.  Open the B&F Curricula to find this class.

REGISTER FOR THIS COURSE

Compliance


Online Courses

Gramm-Leach-Bliley Act (GLBA)

The Gramm-Leach-Bliley Act of 1999 is a federal regulation that defines requirements for protecting customer privacy, including non-public, personal information.  All Ohio State faculty and staff play an important role in protecting our students.  Employees who have access to student financial and/or financial aid data have a special obligation to protect the sensitive personal information associated with a student’s financial record; this includes, but is not limited to, the statement of account, social security numbers, bank account and routing numbers, tax return information, and credit history. 

Upon completion of this course, the learner will be able to:

  • Understand the importance of GLBA,
  • Understand the role GLBA plays in Ohio State’s financial activities, and
  • Apply best practices for verifying customer identity and handling customer records.

Employees who utilize the Student Information System (SIS), eReports, and/or the Operational Data Store (ODS) AND have access to view student financial aid or student financial data must complete this training annually.  Participation is mandatory, regardless of whether the data is utilized on a daily basis.  The entire training, including a short quiz, should take no more than 20 minutes to complete; a 100% score is required to successfully complete the training.  GLBA is set up as a curricula.

An audio transcript of this curriculum may be downloaded by viewing the details link of the course on your transcript in BuckeyeLearn. It is listed under the heading "Resources."

If you require an accommodation to complete this learning, please contact FinancialTraining@osu.edu. The university will make every effort to meet requests.

REGISTER FOR THIS COURSE

Identity Theft Red Flags

Identity Theft Red Flags is a 20-minute course which describes to users how to carry out the Fair and Accurate Credit Transaction Act (FACTA).  This course also provides additional instructions for those in a management position as to their responsibilities in the protection of identity.

Upon completion of this course, the learner will be able to:

  • Define Identity Theft and their responsibility in stopping it,
  • Understand the FACTA and the pillars upon which it was built, and
  • Recognize, and how to react to a Red Flag of Identity Theft. 

Identity Theft Red Flags is set up as a curriculum. An audio transcript of this curriculum may be downloaded by viewing the details link of the course on your transcript in BuckeyeLearn. It is listed under the heading "Resources."

If you require an accommodation to complete this learning, please contact FinancialTraining@osu.edu. The university will make every effort to meet requests.

Register for this course

Payment Card Industry (PCI)

This 22-minute learning is an annual compliance training for all individuals who accept payments via payment cards on behalf of the university. Payment Card Industry is set up as a curriculum.

Upon completion of this course, the learner will be able to:

  • Understand the importance of securing customer’s payment cards,
  • Explain PCI terminology, and
  • Understand your responsibilities for PCI compliance, overall security requirements, and the OSU incident response plan.

An audio transcript of this curriculum may be downloaded by viewing the details link of the course on your transcript in BuckeyeLearn. It is listed under the heading "Resources."

If you require an accommodation to complete this learning, please contact FinancialTraining@osu.edu. The university will make every effort to meet requests.

Register for this course

Systems Courses


Online Courses

Surplus Property Management-Disposal Requests

This 30-minute course describes the process to initiate and submit a Disposal Request (DR) in the Surplus Property Software.  After completing the course, participants will be able to:

  • Enter a Disposal Request (DR) for an item in the Surplus Property Software,
  • Enter a DR for multiple items using a spreadsheet in the Surplus Property Software,
  • Access and explain reports available in the Surplus Property Software, and
  • Explain how to gain access to the Surplus Property Software. 

An audio transcript of this curriculum may be downloaded by viewing the details link of the course on your transcript in BuckeyeLearn. It is listed under the heading "Resources."

If you require an accommodation to complete this learning, please contact FinancialTraining@osu.edu. The university will make every effort to meet requests.

REGISTER FOR THIS COURSE

 

Contact Us

Blankenship Hall
901 Woody Hayes Drive, Suite 2070A
Columbus, Ohio 43210

614-292-8791 
FinancialTraining@osu.edu

8:00 a.m. – 4:00 p.m.
Monday – Friday