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Budget and Finance Symposium | 2019

conference photography

Find Your Balance   |   March 21 - 22   |   ARC Conference Center

Welcome to the Inaugural UC Davis Budget and Finance Symposium

The Budget and Finance Symposium is designed for campus staff who are engaged in strategic budget development and financial management within their units, generally in CAO or MSO positions. The symposium will provide an opportunity to understand how the campus finds a balance between accomplishing goals today and planning for the future. Staff will also learn about how budget and accounting concepts come together in the campus financial planning and reporting processes. 

Gain a deeper understanding of why we budget, what a budget is, determine the right level at which to plan, and how budgets support strategic plans and unit or program goals. You will also learn about a number of budget methods and models used in higher education and how those can be applied or understood in the context of your unit.

Participants will leave with a greater understanding of how their work relates to the university’s budget planning and financial outcomes. They’ll receive hands-on experience with budget and accounting techniques that can be applied in their units and learn how to balance their work amid change. The symposium will also provide opportunities to network and engage in collaborative learning with peers from across the campus.

Register by March 14. This event is free to UC Davis staff. Continental breakfast, lunch and snacks will be provided.

Questions? Please email Michele Hassett.


Learn the attributes that make up the chart of accounts and the importance of each within financial reporting. In this section, topics such as UC account, UC fund, Higher Education Function Code, and object codes will be covered.

8:30 – 9 a.m. Continental Brekafast (provided)
9 – 9:15 a.m. Welcome
9:15 – 10:45 a.m. Budget Concepts: Deploying Resources to Support Your Plans
10:45 – 11 a.m. Break
11 a.m. – 12 noon Accounting Concepts
In this session, we will review the basic accounting principles that guide the university’s financial policies and procedures. We will also discuss GAAP, GASB, NACUBO, double entry accounting, and matching principles.
12 – 12:45 p.m. Lunch (provided)
12:45 – 2:15 p.m. Accounting Concepts (continued): Demystifying the Chart of Accounts
2:15 – 2:30 p.m. Break
2:30 – 4 p.m. Overview of Internal Controls and Ledger Review

Learn the definition of internal controls and how controls are an integral part of the financial operations of the university. In addition, receive an introduction to our ledger review system, including Analytical Ledger Review (ALR), Management Ledger Review (MLR), and Quarterly Ledger Review (QLR).  In this session, we will also touch on internal and external audits and fiscal officer responsibilities and resources.


8:30 – 9 a.m. Continental Brekafast (provided)
9 – 10:30 a.m. Budget Creation Cycle
Using interactive scenarios, work collaboratively with colleagues from across the campus to identify, learn, and practice techniques for developing budget plans. This session will emphasize the influence of your environment, stakeholders, and decision makers in how a budget plan is developed and evaluated within the context of an organization.
10:30 – 10:45 a.m. Break
10:45 a.m. – 12:15 p.m. Financial Reporting
Learn about the financial statements and financial schedules produced by the university and how the work done across UC Davis supports this effort.
12:15 – 1 p.m. Lunch (provided)
1 – 3 p.m. Bringing Budget and Accounting Together

Learn about how accounting concepts and budget concepts come together to support both financial planning and the analysis of financial outcomes. In this session, we will also touch on Aggie Budget and the importance of KFS Organizations.

3 – 3:15 p.m. Wrap Up
Sessions are subject to change.