Office of the CFO Strategic Plan

The Office of the CFO's three-year strategic plan clarifies that our main objective between FY 2014 - 2017 is to: provide innovative, collaborative, client-focused financial, analytical and administrative management to our campus partners while providing our team clarity, focus and the space for creativity. Read more about the plan for the office and all the departments within the office. 

UC Berkeley recognized for health and wellness by the American Heart Association

UC Berkeley was recognized for two prestigious American Heart Association (AHA) awards: the 2015 Platinum Fit-Friendly recognition for worksite wellness and 2015 Worksite Innovation Award for the Water Bottle Refill Stations and I Heart Tap Water campaign. The platinum level recognition is the highest level awarded by the AHA, and Berkeley is one of three UC’s to receive the Platinum recognition.

Associate Vice Chancellor Rosemarie Rae accepted the award at a Tang Center celebration in April. Read more, and see the video news story.

Wisdom Cafe

The Wisdom Café is where Berkeley staff learn and share professional and career development ideas, stories, tips, and resources. The Office of the CFO is a regular contributor to the interactive site. 

A recent Spotlight feature is all about using data, how you can use data in your job, and why it is important to understand how data works. Included are articles from three members of the OCFO organization:

  1. Using Metrics to Manage Success by Louise Davidson, Project Lead for the Finance Reform Initiative in the Office of Finance, Planning & Analysis
  2. 5 Rules for Having a Data Mindset by Amber Machamer, Executive Director of the Office of Planning and Analysis
  3. Cal Answers That! Now With Campus Super Users! by Jean Bednarz, Director of Communications, Change Management, and Training in the Office of the CFO.

Previous articles featuring the CFO organization:

    • Check out the Cal Answers That! May spotlight on Student Data Super User Susan Hagstrom to learn how Cal Answers supports her in her role as Director of the Office of Undergraduate Advising in the College of Environmental Design. Access the article here.
    • The Cal Answers That! December spotlight featured Student Data Super User Chelan Huddleston explaining how Cal Answers supports her in her role as College Curriculum Analyst for the College of Letters and Science. Access the article here.
    • Chief Financial Officer Rosemarie Rae sat down with the Wisdom Café to share her experiences and expertise. Access the article here.
    • Technical Project Manager Sara Tecle shared her best practices for strategic planning. Access the article here.
    • Now you can access Cal Answers from your mobile device! Read about it here.

    Finance Reform Launch

    Finance Reform is UC Berkeley’s initiative to develop a new metrics-informed, internal financial model — the roadmap that governs how revenues and expenses flow on campus — in order to improve transparency, align incentives with campus goals, and simplify our planning and management environment in a multi-year planning framework.

    Be Well at Work - Faculty/Staff Health Programs

    University Health Services (UHS) has renamed their Faculty/Staff Health Programs to Be Well at Work - Faculty/Staff Health Programs, and they’ve just launched their fall workshops. Read more and sign up!

    Where bridges for cooperation are built, creative solutions are possible

    ASUC President William Morrow praised AVC-CFO Rosemarie Rae's collaboration in a Daily Cal op-ed about the power of cooperation to transform challenges into opportunities. Morrow writes, "When bridges for cooperation are built, creative solutions are possible. In that spirit, I would like to personally recognize the work of the campus Chief Financial Officer Rosemarie Rae, who has actively reached out and listened to various campus stakeholders (including students) to improve the campus budget forecast in an equitable and sustainable way." Read more.

    Summer Divisional Finance Leader Forum

    On Friday, August 12 the Divisional Finance Leaders joined AVC-CFO Rosemarie Rae and the Office of Planning & Analysis for a campus budget update, a review of the office's priorities for FY17, and the introduction of new CalPlanning reports allowing finance staff to view FTE trends in their units.

    Cal Answers is now available with Student Data from SIS

    Cal Answers is now available with student data pulled from the SIS Campus Solutions database (link is external)

    SIS project video: supporting the transformation of the student experience

    The Student Information Systems (SIS) project is replacing UC Berkeley's constellation of aging, disparate, and internally built and maintained student systems with a modern, nimble and effective vendor-supported system that will include admissions, enrollment, registration, financial aid, student accounts, and advising. A new video, featuring AVC-CFO Rosemarie Rae, describing the benefits of the project is now available. Check it out!