The ANR Business Operations Center met with Northern California UCCE staff on May 31 at the UCCE office in Shasta County for a day of professional development, workshops and engagement.

To start the training, BOC Director Su-Lin Shum led a BOC trivia activity quizzing participants on expense reporting, financial processes, funds and more. Tracy Roman, associate director of Business Partner Teams, and Kathy Hanke,  financial services supervisor, explained when UCCE staff should use P-cards vs. travel cards and restrictions for both. Anne Marie Scott, payroll manager, gave overviews of payroll and time reporting systems. To round out the meeting, Shum gave a presentation on effort reporting and fiscal close processes.

“Who could have thought topics like P-cards and financial reports could spark so much discussion?” said Elizabeth Bezark, BOC customer service and project assistant. “It was as fun as it was informative. We're planning additional regional UCCE visits throughout the state this year as well.”

Participants included Yana Valachovic, UCCE Humboldt and Del Norte counties director; Cindy McClain, UCCE Tehama County office manager; Margaret Purdy, Modoc County CalFresh administrative assistant; Sam Clawson, UCCE Siskiyou County office manager; Janelle Hernandez, BOC financial services supervisor; Uvea Grace, UCCE Plumas-Sierra county office manager; Larry Forero, UCCE Shasta and Trinity counties director; Heather Waller, BOC business partner; Cassandra Knisley, BOC financial services assistant; Laura Snell, UCCE Modoc County director; Shawnice Fisher, Shasta and Tehama County CalFresh community educators supervisor; David Lile, UCCE Plumas-Sierra counties director; Cheryl Kunert, Modoc County office manager; and Sara Jaimes, UCCE Shasta County office manager.

Be on the lookout for communication from the BOC for a meeting in your region.

“The BOC team values their relationships with UCANR partners and we appreciated collaborating in person and learning from each other,” said Shum.

For more information about business practices, review the resources on the Business Operations Center Website, listed below: 

BOC website: https://ucanr.edu/sites/anrstaff/Administration/Business_Operations/Business_Operations_Center_--_Davis/

Purchasing Forms, Instructions & Information: https://ucanr.edu/sites/anrstaff/Administration/Business_Operations/Business_Operations_Center_--_Davis/PURCHASING/ 

P-Card Procedures, Training & Process Information: https://ucanr.edu/sites/anrstaff/Administration/Business_Operations/Business_Operations_Center_--_Davis/TRAINING/

Account Management & Forms:

https://ucanr.edu/sites/anrstaff/Administration/Business_Operations/Business_Operations_Center_--_Davis/ACCOUNT_MANAGEMENT/