Members of the campus community play a critical role in safeguarding the university’s resources. At Stanford, financial stewardship means ensuring that university resources are used appropriately, in support of the mission, and comply with policies, laws, and sponsor or donor intent.  

To that end, Stanford Financial Management Services is launching a new course, Financial Stewardship Expectations, on Jan. 3, 2022, that will cover the key expectations, concepts and resources that support the university’s pursuit of excellence in financial stewardship. 

About the Course 

Financial Stewardship Expectations (FIN-PROG-0020) will replace the Financial Confidentiality Agreement (FIN-PROG-0010) course, which is the prerequisite training for accessing Oracle Financials systems (e.g., Expense Requests, PCard, Labor Distribution) and OBI reporting. 

Key concepts included in the course are:

  • Stewardship relationship
  • Separation of duties
  • Financial approval delegation and approvers
  • Conflict of interest
  • Confidentiality

This 10-minute course will require annual recertification (a requirement to retake the course) as a way to foster a shared understanding amongst the campus community of the key concepts that are foundational to our stewardship of university resources.

Why is the course being launched?
While the previous course mainly covered managing confidential and sensitive information, the new course covers confidentiality and additional concepts that ensure the appropriate use of university resources in support of our mission and in compliance with university policies, government or sponsor regulations, and donor intent. 

Who is required to take the course?
Since all faculty, staff and students have a shared responsibility to steward the university’s resources, the course is open to all members of the university community. Effective Jan. 3, 2022, the Financial Stewardship Expectations course will replace the Financial Confidentiality Agreement course as the prerequisite for any new faculty, staff or students who need access to Oracle Financials systems (e.g., Expense Requests, PCard, Labor Distribution) and OBI reporting. 

In addition, all those who typically get the reminder to retake the Financial Confidentiality Agreement course as a part of maintaining their access to these systems and tools will instead be invited to take the new Financial Stewardship Expectations course in 2022. 

How do I complete the course?
Access the course from the Fingate learning page: FIN-PROG-0020: Financial Stewardship Expectations.

How do I learn more?
Stanford Financial Management Services is committed to supporting and promoting excellence in financial stewardship at the university. All faculty and staff are encouraged to:

Back to newsroom
arrow_upward
Back to Top