Aggie Enterprise Project Team
Executive Sponsor

Kelly Ratliff
Vice Chancellor Finance, Operations & Administration (FOA)
Governance
Matt Okamoto | Chair, Aggie Enterprise Assistant Vice Chancellor & Controller |
Finance, FOA |
---|---|---|
Radhika Prabhu |
Co-Chair, Aggie Enterprise |
Administrative Information 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 |
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 |
---|---|---|
Bhupesh Sovani |
Project Manager - Boundary Systems |
Administrative Information Technology |
Jenn Valdeabella | Project Manger - Cross Functional/RTR | Administrative Information Technology |
Rebecca Shin | Project Manager/Specialist - 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 |
Lori Carlson | Training Lead | Office of Business Transformation |
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 |
Lani Landayan | General Ledger | Finance |
Kristin Pereira | UCPath Integration | Finance |
Debbie Tran | Chart of Accounts | 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 & Mike Kuhner | 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 |
Matt Theodore | 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 |
Technology
Jonathan Keller | Systems Integration Framework Lead | Administrative Information Technology |
---|---|---|
Nate Affleck | Security & Infrastructure Lead | Administrative Information Technology |
Bhupesh Sovani | 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 |
Transition
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
Controller
mwokamoto@ucdavis.edu

Mike Legrand
Associate Controller
mrlegrand@ucdavis.edu
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 |
---|---|
Alice Albeck | Finance |
Jessie Catacutan | College of Engineering |
Terrence Ireland | Budget and Institutional Analysis |
Lani Landayan | Finance |
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 | Finance |
Mike Legrand | Finance |
Eddie Montes | Supply Chain Management |
Jim Seibert | Finance |
Bhupesh Sovani | Administrative IT |
Alice Albeck | Finance |
Jackie Velásquez | Administrative IT |
Common Operating Fund Initiative (COFI) Project Team
Project Sponsor

Sarah Mangum
Associate Vice Chancellor
Budget and Institutional Analysis
semangum@ucdavis.edu
Core Team
Terrence Ireland | Project Lead, Budget and Institutional Analysis |
Joe Borges | Budget and Institutional Analysis |
Michael Legrand | Finance |
Kristen Pereira | Administrative IT |
Jim Seibert | Finance |
Bhupesh Sovani | Administrative IT |