Dartmouth Finance Training
The Dartmouth Finance Training program will equip divisional and departmental fiscal and finance administrators with the knowledge, skills, tools, and strategies required to effectively steward resources, understand and explain financial information, and to support informed decision-making.
Outcomes
- Staff time will be optimized because everyone will be trained in efficient methods for completing their work.
- Transactions will be more accurate and completed according to defined best practices.
- Institutional decision-making will be better supported through consistent and accurate analysis and reporting.
- Practices across the institution will be standardized according to defined best practices.
- Staff in financial positions will have transferable skills enable them to move within the organization.
Finance Landscape
College Accounting
Accounting
- Chart of Accounts
- Institutional Accounting
- Journal Entries
- Financial Review Guidelines
- Month End & Year End Close
Capital Assets, Capital Projects, and Equipment
Gifts, Endowment, and Restricted Funds Management
Procure-to-Pay Lifecycle
Financial Reporting
Analysis and Budgeting
Employee Lifecycle Expense Management
Ethics, Compliance, and Internal Controls
- Integrity & Compliance
- Dartmouth Compliance and Ethics Helpline
- Whistleblower Policy
- Compliance Resources
- Confidentiality Agreement
- Conflict of Interest
- Internal Controls Services
- Signature and Requisition Policy
- International Policies:
- Fraud Risk & Security
- Cybersecurity training
- Fraud Risk
- Tax Compliance
Sponsored Projects Management
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