ETRA Elective Modules

  • Advanced Financial Management of Awards Module (AFMA)

ETRA is pleased to announce the official launch of the Advanced Financial Management of Awards Module (AFMA). The AFMA series covers the following topics in a series of 4 sessions of 3 hours that will allow each participant to work on a computer.

Each participant will integrate the information provided in excel templates specially designed for that purpose and will have the opportunity to manipulate the data on his own.

Participants will get great excel templates to keep with them and work with !!

Session # 1: Monitor and Reconcile PI’s WBS Accounts  

Session # 2: Monitor and Reconcile PI’s funds & Prepare a monthly financial report for a PI’s Portfolio (multiple WBS and multiple funds) 

Sessions 1 and 2 really work hands in hands. 

Session # 3: Building a 12 month-rolling budget when a new grant comes in a research lab.

Session # 4: Projection & forecasting principles to define a laboratory financial situation for the next 3 years.

The Next AFMA series will be running in January 2019, starting on January 10th, 2019 . Seats are limited.

AFMA January 2019 series:

Wednesday 01/10/19:  9am to 12pm

Wednesday 01/17/19:  9am to 12pm

Wednesday 01/24/19:  9am to 12pm

Wednesday 01/31/19:  9am to 12pm


AFMA March 2019 series:

Monday 03/04/19:  9am to 12pm

Monday 03/11/19:  9am to 12pm

Monday 03/18/19:  9am to 12pm

Monday 04/01/19:  9am to 12pm

--> If you are interested, please email

  • Thinking about a learning module that would be great to have?

PLease do not hesitate to email to discuss your idea and make it happen !



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