Project Team

Aggie Enterprise Project Team

Executive Sponsor

Clare Schinnerl

Clare Schinnerl
Vice Chancellor Finance, Operations & Administration (FOA)


Matt Okamoto Chair, Aggie Enterprise Governance
Assistant Vice Chancellor & Controller
Finance, FOA
Radhika Prabhu 

Co-Chair, Aggie Enterprise Governance
Assistant Vice Chancellor

Business Transformation and Technology, FOA
Mike Kuhner Assistant Vice Chancellor & Chief Procurement Officer Supply Chain Management, FOA
Sarah Mangum Associate Vice Chancellor & Budget Director Budget Office, FOA
Sonja Colbert Delegate for the Chief Information Officer Information and Educational Technology
Tania Walden Chief Financial Officer & Treasurer UC Davis Foundation
Liz Lippuner Controller UC Davis Health System
Angie Lewis Executive Director, IT Enterprise Applications UC Davis Health System
Jennifer Sang Executive Associate Dean College of Biological Sciences
Mary McNally Executive Associate Dean School of Veterinary Medicine
Sree Mada Chief Information Officer Agriculture and Natural Resources
Leslyn Kraus Director AMAS, IV & V & Ex-Officio
Erica Aichwalder Manager Office of Business Transformation, FOA, Ex-Officio
Emily Sanson-Smith Academic Liaison  Finance, Ex-Officio
Jackie Velásquez Senior Project Manager Administrative Information Technology, FOA, Ex-Officio

Project Management Office (PMO)

Jackie Velásquez Senior Project Manager Administrative Information Technology
Jenn Valdeabella Project Manager - Cross Functional/RTR Administrative Information Technology
Rebecca Shin Project Manager - Technology/Governance Administrative Information Technology

Change Management, Communications and Training (CCT)

Erica Aichwalder CCT Team Lead Office of Business Transformation
Jennifer Eting Communications Lead Finance, Operations and Administration
Leslie Olsen  Service Desk Lead Administrative Information Technology
Emily Sanson-Smith Academic Liaison Finance
Alicia Webber Change Practitioner Office of Business Transformation

Process Design

Record to Report (RTR) - Financials 

Mike Legrand RTR Lead & Inter-Department Billing/Recharge Finance
Sylvia Montgomery AR, Cash Management & Advanced Collections Finance
Courtney Finn Fixed Assets Finance
TBD General Ledger Finance
Kristin Pereira UCPath Integration Finance

Project Portfolio Management (PPM) - Projects and Grants

Valerie Cruz PPM Lead & Cost Management  Finance
Francisco Andrade Awards/Grants Management  Finance
Stephanie Mata Billing & Revenue Finance

Enterprise Performance Management (EPM) - Planning/Budget

Tiffany Wright EPM Lead/ Budget & Planning Budget and Institutional Analysis
Terrence Ireland Lead & Forecasting Budget and Institutional Analysis

Procure to Pay (PTP) - Supply Chain Management

Jen Carmichael & Eddie Montes PTP CO-Leads Supply Chain Management
Jen Carmichael Inventory Management Supply Chain Management
Diane Davies-Conley Tax Finance
Mike Kuhner Accounts Payable & Travel/Pcard/Banking Supply Chain Management
Eddie Montes Accounts Payable Co-Lead Supply Chain Management
Mike Morgan Self Service Procurement Co-Lead Supply Chain Management

Risk & Controls

Lisa M Montesanto Risk & Controls (Access & Security) Lead Finance
Unassigned Advanced Financial Controls Lead  
Unassigned Financial Reporting Compliance Lead  


Jonathan Keller Systems Integration Framework Lead Administrative Information Technology
Nate Affleck Security & Infrastructure Lead Administrative Information Technology
TBD Boundary Systems Lead Administrative Information Technology
Jean Zhou Configuration /Data Conversion Lead Administrative Information Technology
Dan Lasala Oracle Environment Management Lead Administrative Information Technology
Lani Lozano Reporting Lead Administrative Information Technology


Deloitte Test Lead  
Service Owners Systems Decommissioning & Data Archival Leads  
Deloitte Cutover Lead  
Aggie Enterprise PMO Cutover Coordinator  

Chart of Accounts (CoA) Project Team

Project Sponsors

matt okamoto headshot uc davis

Matt Okamoto


headshot of michael legrand

Mike Legrand
Associate Controller


Design Team

The Design Team led the CoA workstream in the segment design of the new Chart of Accounts project. The team was charged with developing the CoA prototype to support the configuration in the new financial system. The prototype was developed by soliciting requirements from stakeholders through the Discovery Sessions, and validated through Proof of Concept sessions.  On July 1, 2021 the final CoA design and segment definitions were approved by Aggie Enterprise Governance.  Upon completing their work, Design Team members are being redeployed to support ongoing Chart of Accounts and Aggie Enterprise activities.

Debbie Tran Project Manager
Jessie Catacutan College of Engineering
Terrence Ireland Budget and Institutional Analysis
Lani Landayan ANR
Mike Legrand Finance
Eddie Montes Supply Chain Management
Jim Seibert Finance
Alicia Webber Office of Business Transformation

Core Team

The Core Team will lead and coordinate the implementation of the new chart of accounts in conjunction with the new financial system. The Core Team will coordinate specific CoA activities such as legacy account clean up, developing mapping and conversion rules, converting the legacy CoA to the future CoA and conversion validation. The Core Team will also coordinate all Change, Communications and Training (CCT) related activities.

Debbie Tran Project Manager
Jessie Catacutan College of Engineering
Terrence Ireland Budget and Institutional Analysis
Lani Landayan ANR
Mike Legrand Finance
Eddie Montes Supply Chain Management
Jim Seibert Finance
Bhupesh Sovani
Alice Albeck Finance
Jackie Velásquez Administrative IT


Common Operating Fund Initiative (COFI) Project Team

Project Sponsor

Sarah Mangum portrait UC Davis

Sarah Mangum 
Associate Vice Chancellor
Budget and Institutional Analysis


Core Team 

Terrence Ireland Project Lead, Budget and Institutional Analysis
Joe Borges Budget and Institutional Analysis
Michael Legrand Finance
Kristen Pereira Finance
Jim Seibert Finance
Bhupesh Sovani