Lunch and Learn Series
The Lunch and Learn series is a recurring program offering short, 30–60 minute sessions during the lunch hour. Designed primarily as an information-sharing platform, sessions will focus on accounting and finance topics such as policy updates, systems training, routine tasks, and general financial awareness.
Each session will include a presentation followed by time for questions, ensuring participants have an opportunity to clarify and deepen their understanding. Attendance is voluntary, and the format will remain flexible to accommodate different work environments.
This approach creates a simple, engaging way for employees to stay informed, refresh their knowledge, and build confidence in applying accounting and finance concepts in their day-to-day work, while contributing to stronger financial literacy across Harvard.
Please note: Resources are HarvardKey-protected. HBS, please log in with NetID.
Meeting Resources
Fiscal Year 2026
May 2026
- Check Maintenance & Escheat: Understanding the Lifecycle of Uncashed Checks (ppt)
- Check Maintenance & Escheat: Understanding the Lifecycle of Uncashed Checks (recording)
April 2026
- Buy-to-Pay (B2P): Commencement & Year-End Reminders and Best Practices (ppt)
- Buy-to-Pay (B2P): Commencement & Year-End Reminders and Best Practices (recording)
March 2026
- Overview of Financial Systems at Harvard: How Transactions Flow Across the Ecosystem (ppt)
- Overview of Financial Systems at Harvard: How Transactions Flow Across the Ecosystem (recording)
February 2026
- Citi, Concur, and You: What You Need to Know to Keep Your University Card in Good Standing (ppt)
- Citi, Concur, and You: What You Need to Know to Keep Your University Card in Good Standing (recording)
- Citi, Concur, and You: What You Need to Know to Keep Your University Card in Good Standing Q&A (Word)
January 2026
- From Raw Files to Ready Data — A HART Data Flow Demonstration (ppt)
- From Raw Files to Ready Data — A HART Data Flow Demonstration (recording)
December 2025
No session this month. Happy holidays - we will see you in the new year!
November 2025
- Understanding the Complexity of Payments to International Individuals (ppt)
- Understanding the Complexity of Payments to International Individuals (recording)
- Understanding the Complexity of Payments to International Individuals Q&A (Word)
October 2025
- Disbursement, Reimbursement, or Compensation: What is the Right Way to Pay? (ppt)
- Disbursement, Reimbursement, or Compensation: What is the Right Way to Pay? (recording)
September 2025
- Financial Policy – Back to Basics (ppt)
- Financial Policy - Back to Basics (recording)
- Financial Policy - Back to Basics Q&A (Word)
- Financial Policy Summary (Word)
Fiscal Year 2025
June 2025
- Reporting for Fiscal Year-end (ppt)
- Lunch and Learn: GL-PCR Tips for Fiscal Year End (ppt)
- HART Fiscal Year End Tips & Tricks (Word)
- HART Users-Support and Community Sharing Opportunities (ppt)