Presenter and Speaker Biographies - 2013
Debra Almason has been a travel industry professional for nearly three decades. She spent her first 10 years in the industry focused on professional sports and entertainment related travel, and the past 19 years have been dedicated to business and academic travel. Prior to joining University of California, Debra was involved with travel management for two Fortune 500 companies and several highly reputable travel management companies. She has held numerous positions, including Operations, Global Client Management, Project Management and Supplier Relations.
Debra's experiences as both the supplier and buyer have given her a comprehensive view of the challenges and opportunities presented in the dynamic world of academic travel, and provided her with endless possibilities ranging from innovation with cutting-edge business practices, to striking the right balance between system cost management and the customer experience. Currently Debra Almason is Director, UC Travel Management Services for the University of California's Central Travel Management Program. She joined UC in 2008, and is responsible for strategic initiatives, travel supplier relationships and program savings in association with Connexxus, the University's system-wide managed travel program.
Terry A. Belmont oversees UC Irvine Medical Center, the main campus of UC Irvine Health, in Orange, Calif., and its licensed ambulatory facilities in Orange, Irvine, Costa Mesa, Anaheim and Santa Ana. UC Irvine Medical Center is a 412-bed acute care hospital and top tertiary care center that has been ranked among America's Best Hospitals by U.S. News & World Report for 12 consecutive years. It is Orange County's only university hospital, serving as the main teaching facility for UC Irvine Health School of Medicine and delivering the finest evidence-based care to patients throughout the region.
Since his arrival in 2009, Belmont has led several expansion and renovation projects. He helped open the state-of the-art UC Irvine Douglas Hospital and led the development of a patient-centered healing garden and a 7-story clinical laboratory building. Belmont recently launched a 10-year facility master planning project for facility development at UC Irvine Medical Center and clinics throughout Orange County. Later this year, he will unveil the newly renovated Chao Family Comprehensive Cancer Center, Orange County's only national Cancer Institute-designated comprehensive cancer center. Belmont will also open doors to the Gavin Herbert Eye Institute, which will relocate in the fall. The 70,000 square foot facility will provide access to sight-saving treatments and therapies for eye disorders.
In 2010, Belmont initiated the creation of UC Irvine Health's first integrated strategic plan to create a campus-wide vision for excellence and unified approach to addressing the dynamic changes facing the healthcare industry.
Under his leadership, UC Irvine Medical Center also implemented a Lean Six Sigma program that has improved operational efficiencies and sparked a culture of measurable performance and innovation. To improve the patient experience, Belmont also launched the medical center's Care Connect Program.
Prior to joining UC Irvine Medical Center, Belmont served as CEO of Long Beach Memorial Medical Center and Miller Children's Hospital from 2006-2009. He has also served as president and chief executive officer in several entities, including St. Joseph Hospital of Orange, Pacific Health Resources, California Hospital Medical Center and HealthForward. From 1999-2006, he was senior vice president at Kaiser Permanente in the San Diego and Inland Empire regions.
Belmont's substantial community involvement includes board positions with the Orange County World Affairs Council, Southern California College of Optometry, American Heart Association and Children's Fund. He serves on the Board of Trustees of the University of Redlands. Belmont received his master's in public health with a major in hospital administration from UC Berkeley, and a bachelor's in business from the University of Redlands.
Jennifer Chin joined the Office of General Counsel in 2012 as Counsel in the Labor and Employment practice group. She specializes in the areas of background checks and privacy, due process, compliance with anti-discrimination and anti-harassment laws, as well as police personnel issues. Prior to joining the Office of the General Counsel, she worked for six years as a Deputy City Attorney in the Oakland City Attorney's Office, handling labor and employment matters for the Oakland City Council and other City departments. Prior to joining the City Attorney's office, Ms. Chin practiced in the San Francisco office of Thelen Reid & Priest in their Labor and Employment Group handling employment litigation and advice. Ms. Chin earned her undergraduate degree from Stanford University, and her law degree from the University of Michigan Law School.
Mark Cianca is UC's newly named Deputy Chief Information Officer, and in that role he provides leadership for the UCPath implementation. Mark brings to this new challenge his most recent experience as Co-Interim Chief Information Officer, in which he achieved marked success in focusing collaboration among campus CIOs, campus leadership teams and executive leadership of the Office of the President in system-wide IT strategic planning and development of governance for common administrative systems. This stint built on his previous work as Chief Strategy Officer for ITS, in which he provided vision and leadership for the build out of enterprise architecture to support system-wide initiatives and services. Previously Mark served in a number of roles on the Santa Cruz and Santa Barbara campuses, which gives him a much needed campus perspective on OP initiatives.
As Deputy CIO, Mark will also play a critical role in providing strategic counsel to individual campuses in meeting strategic planning, governance and enterprise architecture challenges that are both internal to the campuses as well as those that limit the effectiveness of systemwide initiatives. This role builds on the campus relationships Mark forged in his previous roles as Chief Strategy Officer and Co-Interim CIO.
Jim Corkill is the Controller at UC Santa Barbara. In addition to his responsibilities as Controller, Jim has management responsibility for payroll, general accounting, post award administration, accounts payable, student billing and receivable, purchasing, contracts, central stores, mail services plant accounting and all financial reporting. He is very involved with all aspects of systems development and process improvements for these areas.
Prior to joining the University in 1999, Jim worked as an Accounting Manager for a national workers compensation company. He has also performed many nonprofit audits while working for a regional accounting firm. Jim is a Certified Public Accountant and graduated with honors from the University of California, Santa Barbara.
Daniel M. Dooley (Dan) was appointed University of California Senior Vice President, External Relations, in March 2009. As head of External Relations, Dooley leads the Division’s efforts in working with colleagues across the UC system to build public understanding and support for the University’s mission of teaching, research, and public service. The Division is focused on establishing strong relationships with external constituencies and building broad understanding of the many ways in which UC contributes to the lives of all Californians. Dooley’s External Relations responsibilities include directing the University offices of State and Federal Government Relations; Alumni and Constituent Affairs; Institutional Advancement; Issues Management, Policy Analysis and Coordination; and Communications.
Dooley served as the University’sVice President – Division of Agriculture and Natural Resources (ANR) from 2008 to2011. As head of ANR, Dooley led the statewide research and public service organization responsible for activities in agriculture, natural resources, environmental sciences, family and consumer sciences, forestry, human and community development, 4-H/youth development and related areas. ANR programs and services include nearly 1,000 faculty, specialists and advisors with Cooperative Extension offices in 52 California counties and regions, and California’s Agricultural Experiment Station, located on the UC Berkeley, Davis and Riverside campuses.
Dooley is a distinguished agricultural and environmental attorney with extensive experience in California. Throughout his career, he has held leadership positions in local, state and national agricultural organizations, as well as with the University. Prior to serving as UC Vice President – ANR, Dooley was a partner at Dooley, Herr and Peltzer, LLP, a Visalia-based law firm emphasizing agricultural, environmental, business and water rights law. He distinguished himself by successfully bridging environmental and economic considerations in a number of controversial legal cases. He was a partner from 1980 to 2002 in the family-owned Dooley Farms, a diversified San Joaquin Valley farming operation producing cotton, alfalfa and walnuts.
In 2007, Dooley was cited by California Lawyer magazine’s Lawyer of the Year publication for his work to achieve settlement of two-decades-old litigation relating to the San Joaquin River. In 2004, he was inducted into the U.S. Department of Agriculture’s Cooperative State Research, Education, and Extension Service Research Hall of Fame. He also received the UC Davis College of Agricultural and Environmental Sciences Award of Distinction in 2000.
Dooley received his bachelor's degree in agricultural economics from UC Davis and his J.D. from the McGeorge School of Law at the University of Pacific. He is also a graduate of the California Agricultural Leadership Program.
Dwaine Duckett is the Vice President and is responsible for Systemwide Human Resources and programs. This includes Strategic Planning, Employee/Labor Relations, Talent Management, Senior Management Recruitment, Compensation, Performance Management and the University's Human Resources policies ensuring compliance. He also serves as the primary fiduciary, as delegated by the Board of Regents and the President, to oversee all aspects of benefit plans and program administration for the University of California Retirement Plan (UCRP).
Mr. Duckett's primary experience has been in leading and transforming various human resources functions within large multi-billion dollar corporations. In his most recent assignment before joining UC, he served as Vice President of Human Resources for Heinz North America, the largest division of the H. J. Heinz Company. He has held several high level and top human resources positions for organizations such as AT&T Wireless; Automatic Data Processing Incorporated (ADP); the Pepsi-Cola Company; Covisent LLC; Phillip Morris and Sony.
His primary focus at UC is to build the human resources organization to add strategic value. He is also charged with leading efforts to continuously improve the function and services it provides. The University has 180,000 faculty and staff across its ten campuses, five medical centers and three national laboratories.
Mr. Duckett earned his BA from Brandeis University and his MS from Carnegie Mellon University.
Stephen D. Franklin is Director for Academic Outreach in UC Irvine's Office of Information Technology and was for many years a Lecturer in Irvine's Donald Bren School of Information and Computer Science. A career-long UCI employee, he has served in many different capacities: teaching, research and research support, developing software and managing various groups. He serves on various systemwide coordinating groups and is UC Irvine's "Designated Agent" for handling copyright infringement allegations under the Digital Millenium Copyright Act. He is a Phi Beta Kappa graduate of Harvard College and received his doctorate in Mathematics from the University of Chicago.
John Gregg is the UC Davis Director of Controls & Accountability and a UC Risk Services Center of Excellence in Enterprise Risk Management (ERM). He joined Risk Services' ERM team in October 2009 bringing to his new role 24 years of university experience. John started with the UCD Internal Audit Office as Principal EDP Auditor in 1986, became Director of Internal Audit in 1992, then Director of Controls & Accountability in 1997. John has a B.A. in Management and a Minor in Astronomy from Sonoma State University, and five professional certifications: Certification in Risk Management Assurance, Certification in Control Self-Assessment, Certified Information Systems Auditor, Certified Data Processor, and Certified Systems Professional. Prior to UC, John was with the US Army Audit Agency, where he traveled extensively and began working in IT risk assessments. John has presented continuing education seminars sponsored by the university and several professional associations.
Kathleen D. Johnson is Director of Undergraduate Education and Program Planning at UC San Diego, serving as Chief of Staff for the Associate Vice Chancellor for Academic Affairs/Dean of Undergraduate Education (AVCDUE). Ms. Johnson works with the AVCDUE in the ongoing strategic planning process for academic programs and initiatives, and is a member of the senior team of the Executive Vice Chancellor-Academic Affairs. Ms. Johnson has 29 years of experience in finance, management, and training, and served for eight years as Management Services Officer for UC San Diego's Department of Mechanical & Aerospace Engineering.
Ms. Johnson is creator of and instructor for the UC San Diego Staff Education and Development course "Communication Tool Belt," and has served as a Program Coordinator for UC's Business Officer Institute (BOI) since 2008. She joins us this year as BOI's Master of Ceremonies. She is active as an invited speaker at events including the 2013 UC San Diego Staff Development Program and the 2012 UC San Diego Women's Conference.
Ms. Johnson serves on numerous campus committees and workgroups and is especially interested in the development of staff. Prior to joining UC San Diego, Ms. Johnson served as Director of Budget and Administration for the University of San Diego School of Law. She began her career as a financial analyst for General Dynamics Space Systems Division. She has a B.S. Business Administration from UC Berkeley and an M.B.A. from the University of San Diego.
Michael Kusiak is a Policy Resource Coordinator at the University of California, Office of the President. He has worked in a variety of research administration roles at the University of California. He currently works in the Research Policy Analysis and Coordination unit within the Office of Research and Graduate Studies. He serves as the policy lead for indirect cost recovery, and he coordinates the development of applications, tools, and websites to support research administration and policy analysis for the UC system.
Michael has presented on UC's indirect cost policy at the Society of Research Administrators (SRA) International and has written on research administration topics for SRA's Catalyst newsletter: http://sra-catalyst.srainternational.org/august-2013/contributed-columns/stump-the-champs. He earned his BA in German and Economics at the University of Richmond and completed his MA in European Studies at Washington University in St. Louis.
Don Larson is the Controller and the Assistant Vice Chancellor, Business and Financial Services at UC San Diego. He has held these duties since 1992. In addition to his responsibilities to enhance the accountability and control structure at UCSD, he is also responsible for leadership of a large department comprising a $26M budget and major business processes such as Procurement & Contracts, Payroll, Disbursements, and Accounting. The people in his department have been recognized for their excellence in business process reengineering and teamwork, including a NACUBO Innovative Management Achievement Cost Reduction Award. Prior to coming to UCSD, Don had 25 years' combined experience in higher education, industry, and public accounting. Don is a CPA and received his BS degree in Business Administration and Accounting from the University of South Dakota.
Jim Leedy joined the UCPath Center as Executive Director in November, 2012. He served as Worldwide Director of Finance for Tandberg Corporation since 2007 and his experience also includes 18 years with Hewlett-Packard, where he managed a 200+ person shared services organization. Jim is a graduate of Mount Union College, holds his MBA in Finance from Baldwin Wallace College and graduated from the Accelerated Development Program of the Wharton Executive MBA.
Patrick Lenz is the Vice President of Budget and Capital Resources. He has responsibility for developing, approving, communicating and implementing the university's operating and capital resources acquisitions, allocation and long-range budget plans. Patrick's areas of responsibility include the campus state operations budget allocations, state and non-state funded capital facility projects, real estate leases, sustainability, and energy contracts. He advocates before the Governor's Office and the state Legislature for state General Fund dollars and capital construction funding.
Lenz has held senior budget positions in all three segments of California public higher education, most recently as assistant vice chancellor for budget for the California State University (CSU) system. Previously he held various positions with the California Community Colleges, including as the system's executive vice chancellor.
Patrick is a familiar and respected colleague to many of us after his years both at the California State University and the California Community Colleges. He is well-versed in Californian public higher education funding issues, and therefore is uniquely qualified to help us meet the budget challenges we face during what once again is shaping up to be an extraordinarily difficult fiscal situation in Sacramento.
Lenz joined the UC after six years at CSU, where he was responsible for coordinating the System Budget Advisory Committee, which develops CSU budget requests, and for reviewing and approving all CSU campus funding allocations. He was also responsible for providing budget and fiscal policy briefings to members of the Executive Council of CSU Presidents and for advocating and testifying on behalf of the CSU in Sacramento.
Prior to joining CSU, Lenz served in a variety of roles at the 109-campus California Community Colleges system. He rose from vice chancellor for fiscal policy to executive vice chancellor. Previously he served in a variety of fiscal roles for the California State Senate, including as deputy director for the Senate Budget and Fiscal Review Committee.
Kirk Lew is Assistant Vice Chancellor – Financial Affairs and Controller at UC Santa Cruz where he oversees the accounting, procurement, student business, and enterprise financial systems management functions, in addition to managing the campus financial controls and accountability program. He has been at UCSC since 1996. Prior to serving in this position, Kirk served as Director of Financial Services at Dominican University of San Rafael and as General Accounting Manager at UC Berkeley. Prior to his higher education career, Kirk served as a controller in private industry and as an auditor with KMG/Main Hurdman. Kirk is a CPA and received his B.S. in Business Administration from UC Berkeley.
John A. Lohse is the Director of Investigations in the Office of the Senior Vice President/Chief Compliance and Audit Officer. He is responsible for coordinating, tracking, managing and conducting investigations at the Office of the President and system-wide. He came to UC in January 2004 after a career with the Federal Bureau of Investigations (FBI), where he served as a Special Agent, Associate Division Counsel and Chief Division Counsel for the FBI's San Francisco Division. He has also served as a criminal prosecutor with the Maricopa County Attorney's Office in Phoenix, Arizona. John is a member of the State Bars of California and Arizona.
Cheryl Lloyd is the Interim Chief Risk Officer for the University of California, Office of the President. In this capacity, Cheryl has overall responsibility for the University's many risk programs.
Major initiatives for the Risk Services department include implementing Enterprise Risk Management (ERM) throughout the University, reducing the overall cost of risk, implementing systemwide and local safety programs, improving claims management systems, developing risk financing strategies, and oversight of Emergency Management and Business Continuity Planning throughout the University. Cheryl also has oversight for the Office of Risk Services' reputational risk and crisis management program as well as the University's Travel Insurance and Security Program.
Cheryl began her career in the insurance and risk industry with Chubb Insurance. Prior to her appointment as the acting CRO, she was the Director of Liability and Property Programs in the Office of Risk Services at the University of California, Office of the President. Before joining U.C. in 1998, she was the corporate risk manager for Core-Mark International.
Cheryl has a degree in Mass Communications from U.C. Berkeley.
David Meier is the Assistant Vice Chancellor, Audit & Management Advisory Services (AMAS), at UC San Diego. David obtained a Bachelor of Science degree in Accounting from San Diego State University in 1989. After SDSU, David spent a few years in public accounting and local government before joining UCSD as a staff auditor. He has been a member of AMAS for over 17 years, including the last 14 years as a member of the management team. Prior to being designated the AVC in January of 2013, he was the Manager of Campus Audits and External Audit Liaison. In that role, his primary areas of focus were core campus business and financial activities, construction audits, information technology and IT security audits, as well as external review coordination. David is a Certified Public Accountant, and a Certified Internal Auditor.
Zoanne Nelson is the P200 Program Director for UCOP Procurement Services, where she is leading a system-wide, multi-project program to generate $200 million in savings annually through the procurement function. Prior to joining UCOP, Zoanne was the UCSF Associate Director of the Program Management Office (PMO). At UCSF, Zoanne worked closely with the Executive Director to establish the PMO in 2003, and then led the implementation of six PeopleSoft finance modules, the Effort Reporting System, the HBS Timekeeping System, and a number of other finance, procurement, and HR initiatives. Prior to joining UCSF, Zoanne was a Sr. Manager with Price Waterhouse consulting in Washington DC, where she led various projects for federal government agencies such as US Agency for International Development and Housing and Urban Development. She has an MBA in International Development from American University.
Cathy O'Sullivan is Director of UC's Working Smarter Initiative. In this role, she is responsible for developing and executing strategies to further the success of the current portfolio of over 30 UC-wide Working Smarter projects, encourage administrative innovation across the UC system, and refine the metrics against which Working Smarter projects and proposals are assessed. Working Smarter is UC's 5 year commitment to find $500 million in savings and new revenue and redirect it from administrative use to the core teaching and research mission. Ms. O'Sullivan has been at UC for over 9 years. Prior to leading Working Smarter, she served with the Procurement Services group at UCOP, working directly with all UC locations to move toward common standards when moderate changes to buying behavior could result in significant improvements in pricing and other terms. Before coming to UC, Ms. O'Sullivan was at Intel Corporation in various roles, both in their global IT division and later for several years at Intel Capital, where she worked directly with start-up companies in which Intel had made strategic venture investments. She is a double-degree holder from UC, with a Bachelors Degree from UC San Diego and an MBA from UC Davis.
Peter Taylor is Executive Vice President and Chief Financial Officer for the University of California system. He joined the University in April 2009. As CFO, he oversees a myriad of financial matters for the University, including accounting, external finance, banking and cash management, investments, procurement and risk management.
Prior to joining the UC system, Mr. Taylor was a Managing Director at Barclays Capital, based in the Los Angeles office. He joined Barclays in 2008, after a long career at Lehman Brothers. Based in the Firm's Fixed Income Division, Mr. Taylor worked with several State and local governments, as well as electric and natural gas utilities, in the Western US, and structured floating rate, commercial paper, fixed rate, derivative and asset-backed transactions.
Active in the community, Mr. Taylor has served on various boards and commissions. In 2004, he was appointed by Governor Arnold Schwarzenegger to the California Performance Review Commission, which was charged with reviewing and recommending ways to reform the framework of State government. He was also appointed by Governor Gray Davis to the California Student Aid Commission, where he served from 2000 until 2002. From 2000 through 2012, he was a member of the Board of Directors of the James Irvine Foundation, where he served as Board Chair from 2009 through 2012.
From 2002 – 2004, Mr. Taylor served as the Chair of the Board of Directors of the UCLA Foundation. He previously was President of the UCLA Alumni Association (1996-1998), and also served as an alumni representative on the University of California Board of Regents from 1998 until 2000. In 2006, in response to a dramatic decrease in the number of African American freshmen in UCLA's entering class, then-Chancellor Norm Abrams asked Taylor to Chair a Task Force on African American Admissions and Retention. The Task Force met for two years, making several recommendations to improve recruitment and retention of African American students, and raised $2.5 million for the Legacy Scholars program at UCLA.
Additionally, since December 2005, he has been a member of the Board of Directors of the J. Paul Getty Trust, where he is Chair of the Audit Committee. In December 2011 he was elected as a Director at Edison International. Since January 2012, he has served as a director of ECMC, a student loan guarantor in California and three other states.
Prior to his career in investment banking and before receiving his graduate degree, he worked for six years on the staff of the California State Assembly.
Mr. Taylor received his undergraduate degree from UCLA. He completed a one-year graduate level fellowship with the Coro Foundation, training out of the Foundation's Los Angeles Center. He obtained his Master's Degree in Public Policy Analysis from Claremont Graduate University.
Sheryl Vacca is the Senior Vice President/Chief Compliance and Audit Officer for the University of California appointed by the Board of Regents in 2007. In this role, Sheryl directs and oversees the University's system-wide compliance and internal audit programs applicable to all UC communities including ten campuses, five medical centers, the Berkeley National Laboratory, (Lawrence Livermore National Lab and Los Alamos National Lab LLP (indirect)), ANR and the Office of the President. Specific functions include oversight of UC's Internal Audit services; compliance standards and procedures; compliance and ethics training; internal and external audits; investigations; program evaluation, monitoring and communications; reporting mechanisms; Regental and UC policy compliance; risk assessment; statutory and regulatory compliance and special area compliance (such as research, hospital operations, retail, labs, athletics, etc). Sheryl has presented nationally and internationally on compliance and internal audit topics, including Health Care Compliance Association, Society of Corporate Compliance and Ethics, Institute of Internal Auditors, American Health Lawyers Association, Association of Health Information, American Bar Association, Practicing Law Institute etc. Sheryl has also worked in multiple arenas with private and public governing boards related to their roles and responsibilities around compliance and internal audit.
Ms. Vacca has over thirty years of health care, compliance and auditing experience. Prior to joining UC in 2007, she held varying and increasingly responsible positions, including Deloitte & Touche's West Coast Practice Leader in Health Care Regulatory and National Lead on Internal Audit in Health Care. Ms. Vacca has held positions as VP/Internal Audit/Corporate Compliance Officer and numerous administrative leadership positions in health care and public arenas. Sheryl has her BS and Masters and served as an Officer in the USAR, Nurse Corps where she received accommodations and achievement medals during reserve and active duty.
In 2012, Sheryl received an award from the Society of Corporate Compliance and Ethics, as well as the Pinnacle award from the Health Care Compliance Association for her contributions to the compliance profession. Sheryl is an international speaker and has published on several articles in different aspects of compliance and internal audit. Sheryl is an established and effective leader in internal audit and compliance functions.