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ABA Managers Provide Instruction at CSU 101

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In March 2009, Administration & Business Affairs managers, Justine Heartt and Kathi McCoy, served as faculty for the annual CSU 101 workshop sponsored by the CSU Financial Officers Association.

In March 2009, Administration & Business Affairs managers, Justine Heartt and Kathi McCoy, served as faculty for the annual CSU 101 workshop sponsored by the CSU Financial Officers Association. CSU 101 faculty members develop coursework and teach and mentor students of the three-day course, typically new campus employees with financial responsibilities. The topic areas cover a broad range of information about the CSU and its financial structure and processes, including:

  • Organization of and history and facts about the CSU
  • The CSU business and financial structure
  • System and campus budget processes
  • Systemwide financial services such as risk management, sponsored programs and process improvement initiatives
  • The revenue management program, including banking, cash management and investment issues
  • Campus financial services – how they operate and inter-relate
  • Campus auxiliaries
  • Audits and ethics
  • Taxes

Justine Heartt, interim associate vice president for Financial Services, delivered presentations in three topic areas – Business & Financial Structure, Capital Planning (A Financial Perspective), and Accounting & Other Fun Stuff, while the university’s auditor Kathi McCoy presented the Audits, Internal Controls, Fraud, and Ethics portion of the workshop. Kathi McCoy also presented the “taxes, audits and ethics” portion for earlier conferences, in 2007 and 2005. Former Associate Vice President Suzanne Green organized the 2008 conference, with assistance from Business Associate Priscilla Llamas-McKaughan.

FOA was established to assist the CSU, under the direction of the Chief Administrative/Business Officers (CABO) group, by providing leadership and advice on a variety of issues related to accounting and budgeting in the CSU. CSU 101 facilitates professional development and training of financial officers and their staff toward this end.