TRAINING

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

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	See Available Classes
Instructor: Charles Sumner, CWD

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	See Available Classes
Instructor: Amanda Gates, FAD

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	See Available Classes
Instructor: Michael Monaghan, FAD

Links
Financial Courses at CWD	Career and Professional Development Courses at CWD