On August 30, 2018, Cynthia Seneriz, Director, Human Resources, and Cindy Doherty, Director, Academic Personnel, discussed procedures and deadlines for hiring employees during the cutover to UCPath.
[Download the presentation deck, updated to include Q&A slides]
On 4/17/18 Jim Corkill, Controller, and Tyler Clark, Manager, Extramural Funds Accounting, discussed the EMF Award Closing process, including the completion of the required Close Memo.
On 4/10/18 Jacob Godfrey, Associate Director & Chief Procurement Officer, and Steve Kriz, Assistant Director, Accounting Services discussed Procurement policy and guidelines for reimbursement, the Form 5 process, and some of the top mistakes made when completing the Form 5 for reimbursement.
On 3/27/14 Sandra Perez, Assistant Budget Director, Budget & Planning, discussed the use of state funds.
On 3/14/18 Jim Corkill, Controller, and Tyler Clark, Manager, Extramural Funds Accounting, discussed EMF Project Contribution Forms and how to complete them properly.
On 1/24/18, Jim Corkill, Controller and Steve Kriz, Assistant Director, Accounting Services talked about some of the updates in the new tax bill, and how they affect business at UCSB as well as enhancements to booking and paying for travel in Connexxus.
On 2/12/18 Olga Mery, Manager, General Accounting and Leslie Griffin, Associate Director, Business and Financial Services discussed the use of object code 7200. They talked about the history, current, and the go-forward usage for object code 7200.
On 1/19/18, Jim Corkill, Controller and Steve Kriz, Assistant Director, Accounting Services talked about reimbursement for commuting assistance during the freeway closure caused by the recent mudslide.
On 11/7/17, Jim Corkill, Controller, and Tyler Clark, Manager, Extramural Funds Accounting, discussed using the new EMF Award End Date form in Gateway.
On 10/17/17, Jim Corkill, Controller, and Steve Kriz, Assistant Director, Accounting Services, discussed the changes to UC's G-28 Travel Regulations Policy that became effective on 10/15/17 .
Mini Tune-Ups are designed to provide extra training, updates, and answers about specific BFS processes. Sessions will be hosted by BFS subject matter experts, and attendees will join using the free conferencing program Zoom. To learn more about Zoom, click here.
TBD
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