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Budget & Finance Symposium | Fall 2019 Resources

 

1. Deploying Resources to Support Your Plans

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

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2. Accounting Concepts and Financial Reporting

In this session we review the basic accounting principles that guide the university's financial policies and procedures. Learn about the financial statements and schedules produced by the university and how the work done across UC Davis supports this effort.

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3. Account Attributes

Learn the attributes that make up the chart of accounts and the importance of each within the context of financial reporting. Topics such as UC account, UC fund, Higher Education Function Code and object codes are covered.

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4. Financial Management and Controls

Learn the definition of "internal controls" and how controls act as 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 touch on internal and external audits and fiscal officer responsibilities and resources.

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5. Accounts Payable and Travel

In this session we review some best practices for Accounts Payable and Travel, including best practices for invoicing and reporting expenses and key tools and reports for

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6. Budget Creation Cycle

In this session we use interactive scenarios to work collaboratively with colleagues from across campus to identify, learn, and practice techniques for developing budget plans. This session emphasizes the influence of your environment, stakeholders, and decision makers in how a budget plan is developed and evaluated within the context of an organization.

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7. Cost Principles and Contracts & Grants

In this session we introduce the overall Federal Cost Principles and how they relate to the financial compliance of sponsored projects.

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8. Overview of Recharge Operations

In this session we provide an overview of goals and objectives for establishing a Recharge Operation, discuss common issues in developing a rate, highlight critical Federal compliance areas of concern, and review the UC Davis rate approval process.

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9. Bringing Budget and Accounting Together

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

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