Calendar List

One of the most important parts of your role is to know the elements of an expense or revenue transaction. Financial Review and Control (FRC) helps you to understand this and the key elements of risk at MIT. This self-paced online training will show the basics of FRC and how to recognize what constitutes effective review.

TOPICS

  • Basic Steps of FRC
  • What Constitutes an Effective Review
  • Elements of Risk

Completion Time: Approximately 30 to 45 minutes

Recommended Prerequisites

Property, Tax, and Accounting

This course is required for all individuals prior to receiving your MIT Travel Card.

It is designed for all travelers, and their delegates, to ensure compliance with Institute and federal policies related to business travel on behalf of MIT.

Training provided by the Office of the Vice President for Finance

TOPICS

This course will walk you through the key activities that Departments, Laboratories, and Centers (DLCs) perform during the fiscal year-end close in preparation for publishing MIT's financial statements and the Treasurer's Report. It is provided to help ensure that MIT's audited financial statements are in compliance with Generally Accepted Accounting Principles (GAAP).

Property, Tax, and Accounting

Available through the Atlas Learning Center.

This course provides an introduction to requesting payment via MIT's eRFP system. Payment requests are used for low-dollar supplier payments, honoraria, prizes/awards, visa fees, and human subject payments.

Completion time: approximately 30 minutes.

Buying and Paying

The following online courses provide detailed information on how to use the B2P system. Each course takes approximately 10–30 minutes to complete (specific times noted below). 

  • B2P: Basics
    Provides a general introduction to the MIT Buy-to-Pay (B2P) system for users new to B2P.
    Completion time: approximately 30 minutes

Complete B2P Basics before taking the following courses:

Buying and Paying

Available through the Atlas Learning Center.

When consumers use payment cards, they assume that the information they share is secure. Data security standards were developed to help merchants maintain safeguards critical to the protection of payment card data.

After completing this course you should be able to:

Payments to MIT

This course is designed for anyone who approves travel expense reports, to help ensure compliance with Institute and sponsor policies related to business travel on behalf of MIT.

Training provided by the Office of the Vice President for Finance

TOPICS

  • Roles and Responsibilities
  • Expense Report Workflow
  • Reviewing Expense Reports
  • Air Travel Policies
  • Approver Checklist
  • Resources

Completion Time: Approximately 25 minutes.

Available through the Atlas Learning Center.

Topics include:

  • Overview of credit card transaction processes
  • Navigating CyberSource EBC
  • Searching for and viewing transactions
  • Voiding transactions
  • Managing soft declines
  • Issuing credits (refunds)
  • Monthly activities and reports

Completion Time: 20 minutes

Payments to MIT

Available through the Atlas Learning Center.

This course is intended for learners who verify Procurement Card transactions – also known as ProCard transactions – at MIT. This training course should take approximately 60 minutes to complete.

This course covers the basic knowledge and skills needed for financial management at MIT.

Property, Tax, and Accounting

Available through the Atlas Learning Center.

This course provides an introduction to requesting reimbursement via MIT's eRFP system.

Completion time: approximately 30 minutes.

Buying and Paying

Available through the Atlas Learning Center.

When consumers use payment cards, they assume that the information they share is secure. Data security standards were developed to help merchants maintain safeguards critical to the protection of payment card data.

After completing this course you should be able to:

Payments to MIT

This course is intended for all learners who use the Procurement card – also known as the ProCard – at MIT.

Completion Time: Approximately 15 to 30 minutes.

It is necessary to complete this training before receiving your MIT ProCard.

 

Available through the Atlas Learning Center.

Are you looking to hire an individual to perform services at MIT? This course explains when a person can be hired as an independent contractor, when he/she must be hired as a temporary or permanent employee, and why.

 

Buying and Paying

Sep
26

This course is designed to provide the basic knowledge and skills needed to function effectively in a position with fiscal responsibilities. Using interactive group exercises and case studies, participants learn basic concepts of financial administration at MIT and practice using these concepts in realistic work situations.

This is a three-day course.

TOPICS

10:00 AM-12:00 PM
via Zoom

Sep
28

This course is designed to provide the basic knowledge and skills needed to function effectively in a position with fiscal responsibilities. Using interactive group exercises and case studies, participants learn basic concepts of financial administration at MIT and practice using these concepts in realistic work situations.

This is a three-day course.

TOPICS

10:00 AM-11:30 AM
via Zoom

Sep
30

This course is designed to provide the basic knowledge and skills needed to function effectively in a position with fiscal responsibilities. Using interactive group exercises and case studies, participants learn basic concepts of financial administration at MIT and practice using these concepts in realistic work situations.

This is a three-day course.

TOPICS

10:00 AM-11:30 AM
via Zoom

Oct
27

This class provides an overview of the MIT purchasing process, including finding and selecting suppliers, requirements for registering new suppliers or independent contractors, creating requisitions, and addressing when a contract is required. Class will cover using Buy-to-Pay (B2P) and other resources available to support purchasing goods and services for MIT.

10:00 AM-11:30 AM
via Zoom

Nov
02

This 3-hour hands-on course is intended for employees looking to enhance their Excel skills.

Topics (please see the attached outline for more details)

  • Working with Large Workbooks
  • Advanced Formatting
  • Outlining and Subtotals
  • Cell and Range Names
  • Tables
  • Working with Charts

This class in not intended for users new to Excel. Completion of Excel: Introduction or similar familiarity with Excel basics is strongly encouraged. 

9:00 AM-12:00 PM
via Zoom

Nov
09

This 3-hour hands-on course is intended for employees looking to enhance their Excel skills.

Topics (please see the attached outline for more details)

  • Working with Large Workbooks
  • Advanced Formatting
  • Outlining and Subtotals
  • Cell and Range Names
  • Tables
  • Working with Charts

This class in not intended for users new to Excel. Completion of Excel: Introduction or similar familiarity with Excel basics is strongly encouraged. 

9:00 AM-12:00 PM
via Zoom

Dec
13

This 3-hour hands-on course is intended for employees looking to enhance their Excel skills.

Topics (please see the attached outline for more details)

  • PivotTables
  • PivotCharts
  • Importing and Exporting Data
  • Analytical Tools
  • Working with Macros

This class in not intended for users new to Excel. Completion of Excel: Intermediate or similar familiarity with Excel is strongly encouraged. 

9:00 AM-12:00 PM
via Zoom

Jan
09

This course is designed to provide the basic knowledge and skills needed to function effectively in a position with fiscal responsibilities. Using interactive group exercises and case studies, participants learn basic concepts of financial administration at MIT and practice using these concepts in realistic work situations.

This is a three-day course.

TOPICS

10:00 AM-12:00 PM
via Zoom

Jan
11

This course is designed to provide the basic knowledge and skills needed to function effectively in a position with fiscal responsibilities. Using interactive group exercises and case studies, participants learn basic concepts of financial administration at MIT and practice using these concepts in realistic work situations.

This is a three-day course.

TOPICS

10:00 AM-11:30 AM
via Zoom

Jan
13

This course is designed to provide the basic knowledge and skills needed to function effectively in a position with fiscal responsibilities. Using interactive group exercises and case studies, participants learn basic concepts of financial administration at MIT and practice using these concepts in realistic work situations.

This is a three-day course.

TOPICS

10:00 AM-11:30 AM
via Zoom

Jan
18

This 3-hour hands-on course is intended for employees looking to enhance their Excel skills.

Topics (please see the attached outline for more details)

  • Getting Started with Excel
  • Entering and Editing Data
  • Modifying a Worksheet
  • Formatting Worksheets
  • Using Functions
  • Printing
  • Managing Large Workbooks
  • Working with Databases/Lists

Please note that the class is PC-based.You can attend using a Mac, but there may be some slight differences.

9:00 AM-12:00 PM
via Zoom

Jan
24

This 3-hour hands-on course is intended for employees looking to enhance their Excel skills.

Topics (please see the attached outline for more details)

  • Getting Started with Excel
  • Entering and Editing Data
  • Modifying a Worksheet
  • Formatting Worksheets
  • Using Functions
  • Printing
  • Managing Large Workbooks
  • Working with Databases/Lists

Please note that the class is PC-based.You can attend using a Mac, but there may be some slight differences.

9:00 AM-12:00 PM
via Zoom

Feb
08

This 3-hour hands-on course is intended for employees looking to enhance their Excel skills.

Topics (please see the attached outline for more details)

  • Working with Large Workbooks
  • Advanced Formatting
  • Outlining and Subtotals
  • Cell and Range Names
  • Tables
  • Working with Charts

This class in not intended for users new to Excel. Completion of Excel: Introduction or similar familiarity with Excel basics is strongly encouraged. 

9:00 AM-12:00 PM
via Zoom

Feb
15

This 3-hour hands-on course is intended for employees looking to enhance their Excel skills.

Topics (please see the attached outline for more details)

  • Working with Large Workbooks
  • Advanced Formatting
  • Outlining and Subtotals
  • Cell and Range Names
  • Tables
  • Working with Charts

This class in not intended for users new to Excel. Completion of Excel: Introduction or similar familiarity with Excel basics is strongly encouraged. 

9:00 AM-12:00 PM
via Zoom