NUFFO Virtual Learning Opportunities

We are pleased to offer virtual instructor-led learning opportunities to help you master funds management in NUFFO. During these sessions you will learn fund basics and how to use the Ali+NUFFO system to find the information you need to do your job. Time at the end will be allowed for questions and answers.

* Tip: Print the Course Outline prior to the session to assist in your mastery of key critical concepts. They are helpful for note-taking.

To submit questions in advance or register for NUFFO 101 or 102, email training@nufoundation.org at least 24 hours prior to each session.

For Payment and Transfer eRequests:

NUFFO 101

Topics:

  1. Fund management basics
  2. My Fund Portfolio
  3. NUFFO fund records
  4. Whatfix: Installation and use

FY 2024 Dates – 2:00 to 3:15 p.m. Central
(1.25 hours)

  • Tues. September 12
  • Wed. October 11
  • Tues. November 14
  • Wed. December 6
  • Tues. January 9, 2024
  • Wed. Feb. 7
  • Tues. March 5
  • Wed. April 3
  • Tues. May 7
  • Wed. June 5
  • Tues. July 2
  • Wed. Aug. 7
  • Tues. Sept. 3
  • Wed. Oct. 2
  • Tues. Nov. 5
  • Wed. Dec. 4

NUFFO 101 Course Outline*

NUFFO 102

Topics:

  1. Summary Reports
  2. Student Fund Finder
  3. Request foundation funds
101 is the prerequisite for 102

FY 2024 Dates – 2:00 to 3:00 p.m. Central
(1 hour)

  • Tues. September 26
  • Wed. October 25
  • Tues. November 28
  • Wed. December 13
  • Tues. January 16, 2024
  • Wed. Feb. 14
  • Tues. March 12
  • Wed. April 10
  • Tues. May 14
  • Wed. June 12
  • Tues. July 9
  • Wed. Aug. 14
  • Tues. Sept. 10
  • Wed. Oct. 9
  • Tues. Nov. 12
  • Wed. Dec. 11

NUFFO 102 Course Outline*

eRequest Launch Training

Topic:

  1. Install Whatfix
  2. eRequest Overview
    • Fund authority and eRequest roles
    • Payment and Transfer eRequest process
    • Which type of eRequest should I submit?
  3. Payments and Transfer eRequests
    • Navigate eRequests: search, filter
    • View an active eRequest
    • Create, edit and submit an eRequest
    • Approve, deny or cancel an eRequest
    • Assign temporary surrogate (select users, not fund authorities)

Coming soon — November 2023 

Registration will be capped at a maximum number per session. (2 hours)

  1. Wed. Nov. 1 — 10 a.m. to Noon
  2. Thur. Nov. 2 — 10 a.m. to Noon
  3. Fri. Nov. 3 — 10 a.m. to Noon
  4. Mon. Nov. 6 — 10 a.m. to Noon
  5. Tues. Nov. 7 — 8:30 to 10:30 a.m.
  6. Wed. Nov. 8 — 2:30 to 4:30 p.m.
  7. Thur. Nov. 9 — 8:30 to 10:30 a.m.
    Fri. Nov. 10 — UNF is closed in observance of Veteran’s Day
  8. Mon. Nov. 13 — 9 to 11 a.m.
  9. Tues. Nov. 14 — 10 a.m. to Noon
  10. Wed. Nov. 15 — 1 to 3 p.m.
  11. Thur. Nov. 16 — 10 a.m. to Noon
  12. Fri. Nov. 17 — 8:30 to 10:30 a.m.
  13. Mon. Nov. 20 — 9 to 11 a.m.
    Thurs. Nov. 23 through Fri. Nov. 24 — UNF is closed in observance of Thanksgiving
  14. Mon. Nov. 27 — 1 to 3 p.m.
  15. Wed. Nov. 29 — 9 to 11 a.m.

eRequest Launch Training Course Outline – coming soon

After December 1, Launch training will move to a monthly NUFFO 103 session.

NUFFO 103 Course Outline* – coming soon

FY 2024 Dates – 2:00 to 3:30 p.m. Central
(1.5 hours)

  • Wed. Dec. 20
  • Tues. Jan. 23, 2024
  • Wed. Feb. 21
  • Tues. March 19
  • Wed. April 17
  • Tues. May 28
  • Tues. June 18 (due to Juneteenth holiday closure)
  • Tues. July 16
  • Wed. Aug. 21
  • Tues. Sept. 17
  • Wed. Oct. 16
  • Tues. Nov. 19
  • Wed. Dec. 18
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