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Project Team

The CoA project teams and advisory group include members of the UC Davis finance, budget and data community.

Project Sponsors

matt okamoto headshot uc davis


Matt Okamoto
Controller
mwokamoto@ucdavis.edu

 

 

headshot of michael legrand

Mike Legrand
Associate Controller
mrlegrand@ucdavis.edu

 



Design Team

The Design Team is a workstream in the implementation of the new Chart of Accounts project. The team is charged with developing the CoA prototype to support the configuration in the new financial system. The prototype will be developed by soliciting requirements from stakeholders through the Discovery Sessions.

Debbie Tran
 
Project Manager
Contact for more information on CoA design.
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
Huron Consulting Group  

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.

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
Bupesh Sovani Administrative IT
Debbie Tran Finance
Jackie Velasquez Administrative IT

Advisory Group

The Advisory Group provides feedback on key design decisions related to the future state CoA and ensures the future state CoA incorporates critical UC Davis specific requirements.

Francisco Andrade

Contracts and Grants Accounting

   
Delanda Buchanan Office of Research    
Jessie Catucan College of Engineering    
Donna Connolly School of Education    
Sandra Cortes Letters and Science Dean's Office    
Ariel Cormier Office of Chancellor and Provost Support Units    
Kelly Davidson Information and Educational Technology    
Robby Fong Finance, Operations and Administration    
Ron Forrest School of Medicine    
Sally Harmsworth College of Biological Sciences    
Nena Herrera Civil and Environmental Engineering    
Tracy Hunter Finance, Operations and Administration    
Heather Kawakami Plant Sciences    
Mike Legrand (sponsor) Finance    
Susan Lopez Chemical and Material Sciences    
Shireen Lovell Veterinary Medicine    
Joseph MacDonald School of Medicine    
Rosemary Martin-Ocampo Graduate Studies    
Anissa Nachman Intercollegiate Athletics    
Matt Okamoto (sponsor) Finance    
Leslie Olson Administrative IT    
Monique Perez Peyton Veterinary Medicine Teaching Hospital    
Jennifer Rossi School of Medicine    
Luci Schmidl Student Affairs    
Rich Schoener Continuing and Professional Education    
Madhu Sharma College of Biological Sciences    
Irina Skiba Finance, Operations and Administration -Business Partners    

Shannon Tanguay

Agriculture Dean's Office

   
Stephanie Thompson School of Nursing    
Brad Tuana Continuing and Professional Education    
Elizabeth Vaziri Library    
Kristina Vu-Do Law School    
Tania Walden UC Davis Development / Foundation    
Steven Wells School of Nursing    

Jing Yu

Agriculture and Natural Resources Financial Services