CAO & CFO Meeting Recaps

CAO & CFO Meeting Recaps

February 24, 2014

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. Below is a list of slide shows (PDFs) and video presentations from past meetings.

Date

Agenda

Materials

May 16, 2017
  • Welcome & Announcements
  • UCPath Update
  • General Accounting
  • Business & Finance Services
  • Travel & Tax
  • Financial System
  • Costing Policy & Analysis
  • PCI
  • Conclusion & Questions

Slide Show | Video
February 2017
  • Welcome & Announcements
  • 2017/2018 Financial Outlook
  • UCPath Update
  • Purchasing & Payables Update
  • Tax & Travel Update
  • Business Operations & Infrastructure
  • International/FCPA
  • Conclusions & Questions
Slide Show | Video
October 2016
  • Welcome & Announcements
  • Payroll Services
  • CFS Operations
  • General Accounting
  • Tax and Travel Update
  • Purchasing & Payables Update
  • UCPath Update
  • Composite Benefit Rates
  • Conclusion & Questions
Slide Show | Video
May 2016
  • Welcome & Announcements
  • Payroll – New I-9 System
  • Audit & Financial Close Activities
  • Travel, Travel Accounting & Tax Update
  • PCI Certification
  • Multi-Factor Authentication
  • SIS Project Introduction
  • Royalty Sale - Xtandi
  • Purchasing & Payables Update
  • UCPath Update
  • Conclusion & Questions
Slide Show | Video
February 2016
  • Welcome
  • Financial Management & Reporting/Expense Accruals 
  • Purchasing & Payables
  • Tax Services Update/ Travel & Travel Accounting
  • UCPath
  • Conclusion & Questions
Slide Show | Video
October 2015
  • Welcome
  • Purchasing & AP
  • Payroll Services
  • Treasury Services
  • Tax Services
  • UCPath
  • Questions & Conclusion 
Slide Show | Video
May 2015
  • Welcome
  • Travel Services
  • Payroll
  • Financial Management & Reporting
  • Purchasing & Payables
  • Information Practices
  • UCPath
  • Questions & Conclusion 
Slide Show | Video
February 2015
  • Welcome
  • Travel Services
  • Payroll 
  • Purchasing & Payables 
  • Housing Administration
  • BruinCard Replacement Project
  • UCPath
  • Questions/Recap
Slide Show | Video
Feb. 4, 2015 Records Retention Schedule Presentation - Laurie Sletten, Records Manager, UCOP Slide ShowVideo
October 2014
  • Welcome
  • Flood Update
  • Costing Policy/PP&E
  • Payroll
  • Tax/Travel
  • Purchasing & Payables
  • UCPath
  • Questions/Recap

Slide Show | Video
May 2014
  • Welcome 
  • Organizational Changes 
  • Travel Guidelines FAQs 
  • UCLA Equipment Management, System Replacement Project
  • Facilities & Administrative (F&A) Cost Rates 
  • UCPath Update 
  • Questions/Recap
Slide Show
January 2014
  • Welcome
  • Business & Finance Services
  • Purchasing & Payables
  • Travel Services
  • UCPath Update
  • Recap/Questions
Slide Show | Video 
October 2013
  • Welcome
  • Travel Services
  • Financial Management Programs
  • Corporate Accounting
  • Tax Services
  • Payroll Services
  • Purchasing
  • UCPath
  • Questions/Recap
Slide Show | Video 
February 2013
  • Payroll Update
  • Tax Services Update
  • Financial Management Programs Update
  • Purchasing & Strategic Sourcing Update
  • Business & Finance Services Update
  • UCPath Update
  • Q&A and Wrap-up
Slide Show | Video 
December 2012
  • Purchasing Update
  • Corporate Accounting Update
  • Business & Finance Services Update
  • Tax Services Update
  • UCPath Update
  • Q&A and Wrap-up
Slide Show | Video 
August 2012
  • Payroll Services Update
  • Corporate Accounting Update
  • Travel & Entertainment Update
  • Tax Services Update
  • Business & Finance Services Update
  • Property, Plant & Equipment Update
  • UCPath Update
  • Q&A and Wrap-up
Slide Show | Video 
May 2012
  • Welcome
  • Corporate Accounting Update
  • Travel & Entertainment Update
  • Business & Finance Services Update
  • Purchasing Update
  • UCPath Update
  • Q & A and Wrap-up
Slide Show | Video 
February 2012
  • Welcome
  • UCPath Update
  • Student Financial Services Update
  • General Accounting Update
  • Accounts Payable Update
  • Purchasing Update
  • Tax Services Update
  • Travel Update/Express Expense
    Reimbursement System 
Slide Show | Video 
October 2011
  • Welcome
  • PPS Update
  • Payroll Update
  • FSRP Update
  • Travel Update
  • Purchasing Update
  • Q & A and Wrap-Up
Slide Show | Audio 
August 2011
  • Welcome
  • Tax Update
  • Personnel/Payroll System (PPS) Update
  • Payroll Update
  • Fraud Awareness
  • Travel Update
  • Student Financial Services Update
  • Purchasing Update
  • Q&A and Wrap-Up
Slide Show 
May 2011
  • Payroll Update: I-9 Form
  • F&A Rate Update
  • Student Financial Services Update
  • General Accounting Update
  • Pcard Enhancements
  • PPS Initiative Update
  • Purchasing Update
  • Wrap-up and Q&A
Slide Show | Video 
February 2011
  • Payroll Update
  • Tax Services Update/Sales and Use Tax
  • F&A Rate Update
  • Purchasing Update
  • FSRP Update
  • PPS Initiative Update
  • CAO Certification
  • New and Improved Pcard Program
  • PCI Compliance & CashNet Migration
Slide Show | Video 
November 2010
  • Welcome
  • Introduction of new Associate Vice Chancellor/Controller, Corporate Financial Services
  • University Gift Policy Reminder
  • FSRP Update
  • Corporate Accounting Update
  • Purchasing Update
  • Payroll Update
  • Wrap-up and Q & A
Slide Show | Video 
August 2010
  • Cell Phone Policy Update
  • Financial Systems Replacement Project Update
  • Payroll Update
  • PPS Replacement Project Update
  • Hiring Incentives to Restore Employment (HIRE) Act Update
  • Facilities & Administration Rate Proposal Update
  • Connexxus / Pre-Trip Authorization Training Update / TSA Secure Flight Data
  • PCI Update & CashNet Implementation
  • RAPID Financial Reporting Initiative
  • Purchasing Update
  • Equipment Management Update
Slide Show | Video 
May 2010
  • 2009-10 Customer Survey Results
  • Update on PPS Initiatives
  • Facilities & Administration Rate Update
  • Records Management & Information Practices Update
  • Hiring Incentives Act
  • FY09-10 Closing & Corporate Accounting Update
  • Connexxus Update
  • Financial Systems Replacement Project Initiative Update
  • Purchasing Update
  • PCI Update & Migration to CashNet
Slide Show | Video 
February 2010
  • UC Personnel Payroll System (PPS) Initiative
  • Payroll Recap
  • Web New Hire Demo Update
  • F&A Rate Development / Space Survey Update
  • Purchasing Update & New Draft of UCLA Policy 741
  • PCI & Upcoming Deadline
  • CAO Certification & Updated Administrative Responsibilities Handbook
  • Routing & Depositing Checks: Procedures & Use of AMCO
  • Tax Update
  • PTA & Connexxus
  • FY09-14 CFS Strategic Plan Brochure
  • 2010 CFS Leadership Development Program: Customer Service Team
Slide Show | Video 
October 2009
  • Introduction & Announcement of New Director
  • Web New Hire Update
  • BAR/CDW Update
  • Tax Services Update
  • Gift Card Processes, Equipment Inventories & New UCLA Accounting 101 Class
  • Risk Assessment Services
  • Purchasing Update
  • Financial Systems Replacement Project Initiative Update
  • F&A Rate Development/ Space Survey Update
  • Payroll Update & Cell Phone Policy Update
Slide Show | Video 
July 2009
  • Connexxus Update
  • Revised Cell Phone Policy & Tax Services Updates
  • Payroll Update
  • Purchasing Update
  • F&A Rate Development/Space Survey Update
  • Transactional Issues
  • Controller’s Update
Slide Show | Video 
May 2009
  • Payroll Services: E-Verify
  • Revised Cell Phone Policy
  • Fiscal Year 2008-09 Close & Financial & A-133 Audits
  • Student Financial Services Update
  • Purchasing Update
  • F&A Rate Proposal Development Update
  • Residential Conference Center & Assessment Survey
  • Connexxus Update
  • CFS Customer Satisfaction Survey Results
Slide Show | Video
February 2009
  • F & A Rate Space Use Survey
  • Student Financial Services Policy Updates
  • CAO Certification
  • Software Licensing Agreements
  • Purchasing Update
  • International Activities
  • Payroll Update
  • Connexxus
  • FASTRAX System — Demonstration
Slides Show | Video 
October 2008
  • Payroll Updates
  • Cash Transport Compliance & PCI & BUS-49 Updates
  • Facilities & Administrative Cost Proposal
  • EQ Update & New Pcard Receipt System
  • Purchasing Update
  • Audit & Advisory Services Presentation
  • SAS 112 Update & PAN Reminders

Slide Show | Handout

May 2008
  • UCLA External Affairs/CFS Joint Presentation:
    • New & Modified Funding Sources for UCLA Advancement Operations
    • Gift Service & Use Recovery: How It Will Be Displayed on Reports
  • Equipment Management
  • Fiscal Close 2008
  • Payment Card Industry (PCI) Update
  • Safe Update
  • Departmental Deposit Form (DDF) Year-End Close
  • Automated Clearing House (ACH) Payment Implementation
  • SAS 112/Internal Controls Update
  • IRS/Cell Phone Policy Update
  • UC Policy Updates
Slide Show 
February 2008
  • Payroll: 2007 Year-End Process
  • Equipment Inventory Issues
  • SAS 112 Update & Follow-Up
  • CAO Certification Process
  • DACSS/Cognos Systems Demo/Discussion
  • Proposed Cell Phone Policy Status Update
  • Policy Exceptions
  • Proposed Health-Care Vendor Relations Policy
  • IRS Audit update
Slide Show | Audio

 

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