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 |
|---|
December 17, 2024 | Audit & Advisory Services
•Loss Prevention Reporting Guidelines
•Internal Control Self-Assessment - Web Accessibility Requirements
- BruinBuy Plus Enhancements
- Irregular Invoices
- Retirement of Direct Retro Tool
- UCPath November Release
- Proposed Composite Benefit Rates
- Travel Accounting Updates & Reminders
- 2025 CAO/CFO Meeting Schedule
| Presentation Video |
| September 24, 2024 | - BruinBuy Plus Stabilization
- FY24 Financial Statement Audit & Uniform Guidance Audit
- F&A Rate Proposal & Upcoming Space Survey
- Travel & Entertainment Refresher
- UCPath Release Updates
- FAU Mapping & Enhancements
- Google Workspace Service Adjustment
| Presentation Video |
| May 21, 2024 | - BruinBuy Plus Stabilization & Ascend 2.0 Update
- Fiscal Year End Close
- Protest-Related Expense Tracking
- Annual Compliance Reminders:
- Business Officer Certification
- PCI/DSS Audit & Compliance
- Cash Handling, Petty Cash & Change Fund Compliance
| Presentation Video |
| 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 |
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