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| WORKSHOP
1: |
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Understanding and Managing
Campus Financial Risk |
| Purpose:
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To
provide participants with a basic understanding of financial
risk and its relationship to campus objectives and goals. In
addition, to provide participants with a practical method for
identifying and managing campus financial risks. |
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| Prerequisite: |
None |
| Presenters: |
Kirk Lew |
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| Goals:
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Participants
are expected to come away from the workshop with a better understanding
of the following:
- What
is financial risk and how it relates to opportunity
- The
context of financial risk within the UC system and the Santa
Cruz campus
- The
campus financial risk framework, which includes campus objectives,
the risks that may prevent achieving objectives, and factors
that contribute towards the risks
- The
role people and organizational culture play in influencing
an organization’s financial risk environment
- The
impact that activities at the business process level have
on an organization achieving its key objectives
- A
method for managing financial process risk and making process
improvements, which involves assessing an organization’s
control culture and undertaking process risk assessments
of key business processes
- How
the Campus Controller’s Office can assist units and
departments devise ways to better manage its risk
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| Dates: |
Offered
twice a year in Spring and Fall. |
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| WORKSHOP 2: |
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Ethics in the University |
| Purpose:
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To
provide participants with a basic framework and methodology
for making ethical decisions in dilemma situations. |
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| Prerequisite: |
None |
| Presenters: |
Vicki
Gutzwiller |
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| Goals:
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Participants
are expected to come away from the workshop with a better understanding
of the following:
- Issues
involved in complex decision-making when there is no clear
policy or law to guide you.
- Definitions
for ten core ethical values that can be applied when analyzing
ethical alternatives.
- The
application of a variety of decision making models to ethical
situations.
- Why
differences of opinion are common in discussions of ethical
issues.
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| Dates: |
Offered twice a year in Spring and Fall. |
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| WORKSHOP 2B: |
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The Ethics Challenge
featuring Dilbert, Dogbert, ... |
| Purpose:
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To provide
participants with additional opportunities for analysis of ethical
scenarios that expand upon the knowledge gained in the "Ethics
in the University" workshop. |
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| Prerequisite: |
Attendance
at the "Ethics in the University" workshop. |
| Presenters: |
Vicki
Gutzwiller |
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| Goals:
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Participants
are expected to expand upon their analytical ability related
to a variety of ethical scenarios |
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| Dates:
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Offered
based upon demand. |
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| WORKSHOP 3: |
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The Accounting Secrets
of UCSC |
| Purpose:
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To
provide participants with a basic understanding of relevant
accounting principles governing accounting at a college or university.
Participants will be provided a "big picture" view
of how the University of California organizes and conducts its
budgeting and accounting, and the importance of the chart of
accounts and financial reporting. |
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| Prerequisite: |
Attendance
at the "Understanding and Managing Campus Financial Risk"
workshop. |
| Presenters: |
Vicki
Gutzwiller, Chris MacFarlane, Free Moini |
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| Goals:
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Participants
are expected to come away from the workshop with a better understanding
of the following:
- Pertinent
generally accepted accounting principles and how they apply
to accounting at UCSC
- The
underlying structure of accounting and financial reporting
at UC (chart of accounts)
- Accounting,
budgeting, and encumbering
- How
financial information is accumulated and reported on
- Who
benefits from reading UC and UCSC financial statements
- The
role various auditors play in attesting to the fairness
of UC financial statements
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| Dates:
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Offered
twice a year in Spring and Fall. |
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