CAO & CFO Meeting Archive

2008 – 2021 Meetings

2022 Meetings

Date	Agenda	Materials
October 18, 2021	Welcome Ascend Project Update FY21 Close, Annual Audits & COVID Financial Recovery Student Grants Committee, OneBill Project Home Office Furniture Program Campus Printing with Mail, Document & Distribution Services Q&A Breakout Rooms	Presentation Video
May 17, 2021	Welcome Fiscal Year End Close The New Express Update Business Continuity PCI Certification UCPath PUM Travel & Entertainment Updates Q&A Breakout Rooms	Presentation Video
February 8, 2021	Welcome Concur System Update Financial Management & Reporting Central Resource Unit Campus Purchasing & Payables Q&A Breakout Rooms	Presentation Video
October 22, 2020	Welcome CFO Update New Faces at CFS CFS Communications Financial Systems Update Q&A	Presentation Video
March 11, 2019	Welcome Ascend Update Central Resource Unit - Update General Accounting Update Controls & Accountability Treasury Services Purchasing & Payables Conclusion & Questions	Slide Show
October 31, 2018	Welcome Financial Management & Reporting Costing Policy & Analysis, Sales & Service Travel and Global Operations Support UCPath Update/UCLA Central Resource Unit Introduction to Ascend Conclusion & Questions	Slide Show
May 1, 2018	Welcome Purchasing & Payables Fiscal Close Payroll Services Business Operations & Infrastructure Treasury Services Sales & Service and Costing Policy Business & Finance Services Financial Management & Reporting Tax & Travel Accounting UCPath Conclusions & Questions	Slide Show
February 6, 2018	Welcome & Announcements Business Operations & Infrastructure Sales & Service and Costing Policy Financial Management & Reporting Tax UCPath Conclusions & Questions	Slide Show
October 17, 2017	Welcome & Announcements Events & Transportation Payroll Services Campus Purchasing & Payables Tax and Travel Business and Finance Services UCPath Conclusions & Questions	Slide Show
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
February 2016	Welcome Financial Management & Reporting/Expense Accruals Purchasing & Payables Tax Services Update/ Travel & Travel Accounting UCPath Conclusion & Questions	Slide Show
October 2015	Welcome Purchasing & AP Payroll Services Treasury Services Tax Services UCPath Questions & Conclusion	Slide Show
May 2015	Welcome Travel Services Payroll Financial Management & Reporting Purchasing & Payables Information Practices UCPath Questions & Conclusion	Slide Show
February 2015	Welcome Travel Services Payroll Purchasing & Payables Housing Administration BruinCard Replacement Project UCPath Questions/Recap	Slide Show
Feb. 4, 2015	Records Retention Schedule Presentation - Laurie Sletten, Records Manager, UCOP	Slide Show
October 2014	Welcome Flood Update Costing Policy/PP&E Payroll Tax/Travel Purchasing & Payables UCPath Questions/Recap	Slide Show
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
October 2013	Welcome Travel Services Financial Management Programs Corporate Accounting Tax Services Payroll Services Purchasing UCPath Questions/Recap	Slide Show
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
December 2012	Purchasing Update Corporate Accounting Update Business & Finance Services Update Tax Services Update UCPath Update Q&A and Wrap-up	Slide Show
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
May 2012	Welcome Corporate Accounting Update Travel & Entertainment Update Business & Finance Services Update Purchasing Update UCPath Update Q & A and Wrap-up	Slide Show
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
October 2011	Welcome PPS Update Payroll Update FSRP Update Travel Update Purchasing Update Q & A and Wrap-Up	Slide Show
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
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
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
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
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
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
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
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
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
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
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
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
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