Most FAD Staff are required to take at least three financial "core" courses within their first six months of work. The three core courses are:
Chart of Accounts
Intro to Accounting
Ethics & Accountability
Managers are also required to take this additional course:
Advanced Harvard Accounting
In addition to these core courses, CWD offers other classes in certain financial applications such as Web Voucher and the General Ledger. Staff can enroll in all of these financial training courses through HARVIE.
Several FAD departments offer additional training above and beyond the course listings here; consult with your supervisor for training opportunities that could be relevant to your job responsibilities.
| Chart of Accounts |
Description |
The Introduction to the Harvard Chart of Accounts (CoA) course provides a framework for understanding the basic University accounting structure.
Topics covered in the class include:
- the purpose and importance of CoA coding
- object codes used for different types of transactions
- requirements for tracking restricted funds
- how departmental transactions impact University-wide financial
reports
This course is recommended for all administrative and financial staff who are responsible for processing, tracking, or reviewing financial transactions as well as other University employees who wants to gain a clearer picture of how financial transactions at Harvard are recorded.
It is also recommended (but not required) that people attend this class prior to taking classes on financial systems like Web Voucher, General Ledger, or Budget Tool.
|
Method |
Length of Session |
For List of Classes: |
|
Classroom |
3.5 hours |
|
Instructor: Charles Sumner, CWD |
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| Intro to Accounting |
Description |
In this interactive workshop, you will be introduced to the basic Principles of Accounting - how they are used at Harvard, and how they apply to your daily responsibilities. You will explore Financial Statements and Accounting Terminology. Through focused exercises and case examples, you will practice using debits and credits and discover the importance of promoting an accurate accounting environment consistent with the University's values and objectives.
Some of the key points introduced in this workshop include:
-T-Accounts
-Accrual Accounting
-Net Assets
-Fund Accounting
-Accounting for Transfers
This is a full-day workshop.
|
Method |
Length of Session |
For List of Classes: |
|
Classroom |
7 hours |
|
Instructor: Amanda Gates, FAD |
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| Ethics & Accountability |
Description |
This course reviews those areas that are covered in financial audits and reviews best practices on how to deal with internal/ external vendor relationship. The course presents a thorough analysis of your fiduciary responsibility as a financial officer of the University.
This is a full-day workshop.
|
Method |
Length of Session |
For List of Classes: |
|
Classroom |
7 hours |
|
Instructor: Michael Monaghan, FAD |
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| Advanced Harvard Accounting |
Description |
In this interactive workshop, you will learn about the accounting that is unique to Harvard and nonprofit organizations and how it applies to your daily responsibilities. You will explore the complicated accounting areas associated with each of the University's financial statements. Through focused exercises and case examples, you will practice using these complex accounting principles and discover the importance of promoting an accurate accounting environment consistent with the University's values and objectives.
Some of the key areas covered in this workshop include:
-Fixed Asset Accounting
-Fund Accounting
-Net Asset and Donor Fund Accounting
-Accounting for Internal Harvard Transactions
-Endowment Accounting
-Accounting Policy Topics
This course is directed towards individuals working in the tub finance offices, Financial Administration and other areas of Central Administration who have need of an understanding of the University's more complex accounting areas.
This workshop requires participation in two half-day sessions.
|
Method |
Length of Session |
For List of Classes: |
|
Classroom |
2 3.5 hour sessions |
|
Instructor: Amanda Gates, FAD |
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| Sponsored Programs Administration Overview |
Description |
The Overview of Sponsored Programs Administration provides the foundation for sponsored programs administration at Harvard University. This full day session, offered bi-monthly, involves facilitation and participants from across the University, covers basic information on Harvard research administration policies, procedures, the award lifecycle, regulatory compliance, and also provides resources and contacts for future use.
Topics covered in the class include:
- lifecycle of a sponsored award
- regulatory compliance landscape
- organization structure for sponsored programs administration at Harvard
This course is directed towards individuals working in the tub finance offices, Financial Administration and other areas of Central Administration who have need of an understanding of the University's more complex accounting areas.
This course is recommended for all administrative and financial staff who are responsible for administering sponsored programs as well as other University employees who want to gain a clearer picture of sponsored programs administration at Harvard.
It is also recommended (but not required) that people complete the sponsored online training courses prior to taking this course.
|
Method |
Length of Session |
For List of Classes: |
|
Classroom |
Full Day |
|
Instructor: TBD |
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