CAO & CFO Meeting Recaps

Chief administrative officers (CAOs), chief financial officers (CFOs) and related staff meet each quarter to discuss policy updates and the impact of potential policy changes on the UCLA community. To suggest topics for a future CAO/CFO meeting, please email the Controller's Office.

View CAO/CFO Meeting Archive

Date	Agenda	Materials
February 6, 2024	Ascend 2.0 Update BruinBuy Plus Dashboard Demo for PAN Reviewers H&I Resolution Initiative CAO/CFO Certification Revamp Proposed FY25 Composite Benefit Rates Google Workspace Updated Services	Presentation Video
December 5, 2023	2024 CAO/CFO Meetings Ascend 2.0 Update H&I Resolution Initiative PCard Support UCPath Salary Cost Transfer Tool Trends in Internal Audits	Presentation Video
September 19, 2023	Ascend 2.0 Update AP Operational Improvement Initiative 23-24 Campus Insurance Rates & Premiums UCPath Separation of Duties Supplier Diversity Report Mail Code Update Request Breakout Rooms	Presentation Video
May 16, 2023	Ascend 2.0 Concur Expansion FYE Close Schedule Facilities & Admin. (F&A) Rates Payroll Suspense Balance Annual Compliance Reminders Breakout Rooms	Presentation Video
February 21, 2023	Ascend 2.0 Concur Expansion OneBill Go-Live UCPath Updates Outsourcing for Covered Services H&I Invoices Proposed 2024 Composite Benefit Rates Breakout Rooms	Presentation Video
November 17, 2022	Financial Transformation Project Process & Policy Updates Controller's Office Updates Breakout Rooms	Presentation Video
May 10, 2022	Interim VC/CFO Comments BFS Organizational Update P2P Transformation Update OneBill Update Fiscal Year End Close Year End Payroll Reminders Annual CAO Certification PCI Audit Open Discussion/Q&A	Presentation Video
January 26, 2022	PUM Recap Controller’s Update Busting Bureaucracy Waiver of UC Insurance Requirements Sales & Service, Bus. Contracts, CBR Rates Travel Updates BruinCard System Upgrade Open Discussion/Q&A	Presentation Blanket Waivers Handout Video