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
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Date
|
Agenda
|
Materials
|
|---|
| 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
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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
|
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