Harvard Training Portal

Responsibility of Purchasers, Preparers, and Approvers (ROPPA) Policy Updates and Training

March 11, 2021

Revised Responsibility of Purchasers, Preparers, and Approvers (ROPPA) Policy

The Responsibility of Purchasers, Preparers, and Approvers (ROPPA) Policy has been revised with a March 1, 2021 effective date. The revised policy has been updated to incorporate new financial systems (Buy-to-Pay and Concur) as well as the roles and responsibilities of individuals purchasing, processing or approving expenses on behalf of Harvard.... Read more about Responsibility of Purchasers, Preparers, and Approvers (ROPPA) Policy Updates and Training

Independent Contract Policy Training - Now Available (Instructor-Led and Web-Based)

December 7, 2020

The Office of the Controller's Financial Policy and Compliance Team is excited to share that Independent Contract Policy Training is Now Available. The course offerings are available as Web-based as well as an Instructor Led Workshops. Please review course details as well as enrolment instructions below.... Read more about Independent Contract Policy Training - Now Available (Instructor-Led and Web-Based)

Overview of Harvard University Finances now an ongoing course at CWD

August 15, 2019

With the success of the pilot for the new Overview of Harvard University Finances course, the decision has been made to offer this as an ongoing, bi-monthly course at CWD. Click here to register for Overview of Harvard University Finances.

The Overview of Harvard University Finances course is designed to give a better understanding of Harvard’s financial model, including (1) the University’s revenue and expenditures mix, (2) how our Schools and Units interact on a financial level, and (3) how national trends and external forces on higher education are impacting Harvard. The ultimate goal of this course is to equip University citizens with a broad financial and economic context to be good stewards of Harvard’s resources. The ultimate goal of this class is to better equip community members at every level of the University to make better decisions with the resources we have at our disposal. The course will be taught by representatives from Harvard’s Office of Financial Strategy and Planning.