Financial Area Representatives

Agenda

• 9:30 a.m. - Welcome, Introductions and Announcements
  Becky Sanchez, Director, Financial Analysis and Business Intelligence
• 9:35 a.m. - Employee Success Center
  Shelly Crofford, Director, Employee Success Center
• 9:50 a.m. - Management Reports and Budget Bites
  Paula Pierson, Assistant Vice President, Budget and Financial Planning
  Sung Ho Hong, Budget Decision Support Analyst II
• 10:05 a.m. - Business Entertainment and Hospitality Request (BEHR) Form
  Debra Villanueva, Senior Business Operations Manager
• 10:20 a.m. - One Card Move to US Bank
  Robert Ramirez, Credit Card Program Manager
• 10:30 a.m. - Surplus Community Engagement and Overview
  Marco Garcia, Assistant Vice President, Supply Chain
  Amanda Esparza, Logistics Coordinator
• 10:45 a.m. - SAHARA Notifications
  Victoria Downing, Senior Budget Decision Support Specialist
• 10:55 a.m. - Financial Guidelines and Training Updates
  Lilian Man, Senior Policy Analyst and Training Coordinator
• 11:00 a.m. - Closing Questions
  Becky Sanchez

Meeting Materials

The following materials are available upon request:

• Agenda Presentations
• Employee Success Center
• Management Reports and Budget Bites
• Business Entertainment and Hospitality (BEHR) Form
• One Card Move to US Bank
• Surplus Community Engagement and Overview
• SAHARA Notifications
• Financial Guidelines and Training Updates

Agenda

• 10:00 a.m. - Welcome, Introductions and Announcements
  Marco Garcia, Assistant Vice President, Supply Chain
• 10:05 a.m. - Timesheet Improvement
  Javier Martinez, Senior Director, Financial Information Systems
• 10:15 a.m. - Process Improvement Update
  Alyssa Favila, DTS Coordinator
• 10:25 a.m. - One Card Voucher Update
  Robert Ramirez, Credit Card Program Manager
• 10:35 a.m. - GCFS Project Closeout Updates
  Cynthia Villarreal-Garcia, Director, Grants and Contracts Financial Services
• 10:45 a.m. - Q&A

Meeting Materials

The following materials are available upon request:

• Agenda Presentations
• Timesheet Improvements
• Process Improvement Update
• One Card Voucher Update
• GCFS Project Closeout Updates

Agenda

• 1:30 p.m. - Welcome, Introductions and Announcements
  Phranses Williams, Assistant Vice President, Budget & Financial Planning
• 1:35 p.m. - Process Improvement Initiative Update
  Marco Garcia, Assistant Vice President, Supply Chain
• 1:45 p.m. - One Card Voucher Build
  Marco Garcia, Assistant Vice President, Supply Chain
• 1:55 p.m. - Financial Guidelines & Training Update
  Lilian Man, Senior Policy Analyst and Training Coordinator
• 2:05 p.m. - Roadmap for PeopleSoft Financial Projects
  Greg Yturralde, Associate Vice President and Controller
• 2:15 p.m. - Campus Services Update
  Carrie Charley, Associate Vice President, Campus Services
• 2:35 p.m. - Q&A

Meeting Materials

 The following materials are available upon request:

• Agenda Presentations
• Process Improvement Initiative Update
• One Card Voucher Download
• Financial Guidelines & Training Update
• Roadmap to UTShare Projects
• Campus Services Update