In its 2014 report on occupational fraud and abuse, the Association of Certified Fraud Examiners (ACFE) estimated that a typical organization loses 5% of revenues each year to fraud, representing a projected total global loss of almost $3.7 trillion. With FY14 operating revenue of $4.4 billion, Harvard is not immune to the risk of fraud, but is it a typical organization?

Using a combination of case studies, recent examples of fraud in higher education, and group discussion, this course seeks to raise awareness of the potential for fraud, to discuss the indicators of fraud, and...

This workshop explores fiduciary responsibility and internal controls. Participants will gain a clear understanding of roles and responsibilities in protecting the University's resources while promoting an environment consistent with the University's values and objectives.

Cost: $0

Learn more and register on the Harvard Training Portal. Find class information here.

This introductory class provides an understanding of Harvard's Chart of Accounts (CoA) structure and explains the information that is captured about each financial transaction. This class is recommended for all staff who are responsible for processing, tracking, or reviewing financial transactions and it is considered a foundational class for other financial management and financial systems courses.

Cost: $0

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This course reviews the basics of accounting, including accounting equations, debits and credits, accrual accounting, and fund accounting. Time will also be dedicated to Harvard-specific accounting for internal transfers and billings, and the specific types of funds that comprise Harvard's net assets.

Cost: $0

Learn more and register on the Harvard Training Portal. Find class information here.

Additional day of course: Thursday, May 3 from 9:00 a.m. to 1:00 p.m.

In this interactive workshop, participants will learn about accounting that is unique to Harvard and nonprofit organizations, along with its application to their daily work. Exercises and case examples will present accounting principles and underscore the importance of promoting an accurate accounting environment consistent with the University's values and objectives. Requires participation in two half-day sessions. Note: This course is for individuals working in the tub finance offices...

For staff who use the Oracle Accounts Receivable application. Topics include customer set-up process; creating, copying and canceling invoices; using the iReceivables dashboard; balances and payment information; University policies governing receivables, collections, and bad debt; and understanding the reports available to Accounts Receivable users.

Cost: $0

Learn more and register on the Harvard Training Portal. Find class information here....

This course is intended for people currently using CREW financial reports who will be migrated to the Oracle Business Intelligence (OBI) platform. Topics include an overview of OBI, executing a dashboard in OBI, and tips for interacting with data online, printing and exporting data. Participants must be designated by their Authorized Requestor as needing access to OBI before taking this course.

Cost: $0

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This course covers three key topics: an orientation to the Harvard Data Warehouse (HDW), the basic concepts of Harvard's data structure and data modeling, and exercises using Brio as a foundation of query development. Participants must have an active login to the Ad Hoc environment. Prework required.

Cost: $0

Learn more and register on the Harvard Training Portal. Find class information here.

SmartView is a platform for creating ad hoc budget reports in an Excel environment. This course covers accessing a HUBS database from an Excel worksheet; selecting specific members (e.g., tub-org, object, fund, year, etc.); retrieving budget data; arranging members on the grid; drilling down into data; and applying Excel formatting and formulas.

Cost: $0

Learn more and register on the Harvard Training Portal. Find class information here.

This course introduces participants to the Harvard University Budgeting System (HUBS), used by Harvard's financial planners to develop and maintain their forecast and operating budget each fiscal year. Topics include user roles; setting preferences; running and exporting reports; taking advantage of drill-down capabilities; entering budget data, comments, and supporting detail; running calculations (known as business rules); copying working budgets into drafts; and validating Chart of Accounts combinations before budget submission.

Cost: $0

Learn more and register...