Introduction to Dartmouth Finance

The Introduction to Dartmouth Finance Program is designed to acquaint existing, aspiring and new finance administrators with financial policy, procedures and practices at Dartmouth to help them to effectively steward resources, understand and explain financial information and support informed decision-making.


  • Financial administrators will have a common framework and language to discuss their work and its place within the Dartmouth financial community.
  • Financial administrators will be trained in institutional best practices.
  • Financial administrators will apply knowledge of fundamental concepts and tools presented in the Program.
  • Transactions and other financial business will be more accurate when completed according to Dartmouth policies and procedures.
  • Financial decision-making will be supported by administrators with a broader institutional context.
    Staff in financial positions will have transferable knowledge to enable them to move within the organization.


Module 1: Financial Landscape at Dartmouth

This course will focus on building an understanding of the financial landscape at Dartmouth College. Participants will become familiar with the higher education business model, Dartmouth organizational structure and financial picture, and how their roles fit into the broader Dartmouth financial picture.

Module 2: College Accounting

This course will provide participants with a comprehensive overview of the accounting structure, systems, resources, and best practices used to effectively manage the financial transactions carried out at the College. Topics include understanding the chart of accounts, accounting for reserves, gifts, and endowments, as well as external and student billing and capital projects.

Module 3: Procure-to-Pay Lifecycle

This course offers participants a comprehensive understanding of the Dartmouth Procurement process, from sourcing to payment. The lesson will follow the stages of the “Procure to Pay Lifecycle,” guiding participants towards an understanding of how the policies, processes, and systems work together at each stage. Reference materials will be shared to guide participants through the various processes after the training.

Module 4: Financial Reporting

The purpose of the Financial Reporting course is to introduce the reporting tools and reports commonly used by College fiscal administrators, and to provide information and resources to encourage and facilitate future training in this area.

Module 5: Analysis and Budgeting

The objectives of this module are to introduce critical thinking and basic analytical techniques to a general audience of financial and administrative professionals. To have the participants understand different budgeting models, the budget process at Dartmouth and how projections fit into the overall budget process.

Module 6: Employee Lifecycle Management

The Employee Lifecycle session of Dartmouth’s comprehensive Financial Training will educate individuals in financial roles about expenses that are incurred for or by employees. The class will provide information on applicable processes, systems, and policies as well as an understanding of the roles and responsibilities in managing employee expenses.  Small groups will explore the many facets of employee expenses and gain an understanding of where to find resources and support for exceptional employee financial stewardship.

Module 7: Ethics, Compliance, and Internal Controls

Dartmouth employees encounter many compliance requirements as they conduct their work on behalf of the college. This module will explore these requirements along with internal controls and ethics strategies and tools.

Module 8: Sponsored Projects Management

The course will provide a broad overview of the research funding landscape at Dartmouth along with the regulatory and compliance framework for providing appropriate oversight and stewardship of sponsored funds. Sponsored funding awards include terms and conditions that govern not only the spending on awards, but also seek to address a myriad of public policy and research integrity concerns. The session will introduce the audience to the various offices and roles that are involved in managing sponsored research funds and provide an overview of the framework for managing sponsored awards. This course is not intended as training for those specialized in managing grants and contracts.

Module 9: Financial Communication

Learn how to effectively display and communicate financial information to ensure clear delivery and understanding of the audience. This is not a public speaking course.

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