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

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

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.

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 the course: Tuesday, April 4 from 9 am to 1 pm.

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, Financial Administration,...

Getting on track for retirement - This webinar is intended for employees 10 to 20 years from retirement. Participants will learn how to estimate if they’re on track for retirement by using an online calculator and get practical solutions on how to get back on track if needed. 

Sponsored by Vanguard, one of Harvard's retirement plan companies, and open to all Harvard faculty and staff. Click...

Timeline to retirement - This webinar is intended for participants 3 to 10 years from retirement and will review the key benefits and decision points from ages 62 to 70. The webinar focuses on two federal entitlement programs, Social Security and Medicare, as well as major milestones associated with employer-sponsored retirement plans that can help participants avoid significant tax penalties on withdrawals. 

Sponsored by Vanguard, one of Harvard's retirement plan companies, and open to all Harvard faculty and staff. Click...

Join to receive clarification on where you stand with your retirement investments. Click here to reserve your place. 

Click here to register for this free desktop webinar. 

You can set up a one-on-one meeting on campus with a representatives from Fidelity Investments, TIAA-CREF or Vanguard to discuss your retirement savings and investment choices – whether you are just starting out, wondering if your asset allocation is still right for your age, or thinking about retiring in the next few years.

This meeting day is with Vanguard. To schedule an appointment, go to www.meetvanguard.com or call 1-800-662-0106, x14500.

You can set up a one-on-one meeting on campus with a representative from Fidelity Investments, TIAA-CREF or Vanguard to discuss your retirement savings and investment choices – whether you are just starting out, wondering if your asset allocation is still right for your age, or thinking about retiring in the next few years.

This meeting day is with TIAA-CREF. To schedule an appointment, go to  https://www.tiaa.org/public/support/contact-us/consultations-seminars.

You can set up a one-on-one meeting on campus with a representative from Fidelity Investments, TIAA-CREF or Vanguard to discuss your retirement savings and investment choices – whether you are just starting out, wondering if your asset allocation is still right for your age, or thinking about retiring in the next few years.

This meeting day is with TIAA-CREF. To schedule an appointment, go to  https://www.tiaa.org/public/support/contact-us/consultations-seminars.

You can set up a one-on-one meeting on campus with a representative from Fidelity Investments, TIAA-CREF or Vanguard to discuss your retirement savings and investment choices – whether you are just starting out, wondering if your asset allocation is still right for your age, or thinking about retiring in the next few years.

This meeting day is with TIAA-CREF. To schedule an appointment, go to  https://www.tiaa.org/public/support/contact-us/consultations-seminars.

You can set up a one-on-one meeting on campus with a representative from Fidelity Investments, TIAA-CREF or Vanguard to discuss your retirement savings and investment choices – whether you are just starting out, wondering if your asset allocation is still right for your age, or thinking about retiring in the next few years.

This meeting day is with Fidelity. To schedule an appointment, go to www.fidelity.com/atwork/reservations or call 1-800-642-7231.

You can set up a one-on-one meeting on campus with a representative from Fidelity Investments, TIAA-CREF or Vanguard to discuss your retirement savings and investment choices – whether you are just starting out, wondering if your asset allocation is still right for your age, or thinking about retiring in the next few years.

This meeting day is with Fidelity. To schedule an appointment, go to www.fidelity.com/atwork/reservations or call 1-800-642-7231.