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(For the November 2009 Session) SUSAN K. ABELES is the Associate Vice Chancellor-Corporate Financial Services and Controller at UCLA and has held this position since 1995. In this capacity, Ms. Abeles has responsibility for Corporate Accounting, Procurement, Tax Services, Records Management, Payroll, Corporate Travel, Equipment Management, Student Accounting, Cashiering, and BruinCard, and Internal Controls. Prior to her current position, Ms. Abeles held various managerial positions within the UCLA Business Enterprises Division. Ms. Abeles has served as an Examiner for the 1996 and 1997 California Quality Awards Program, which recognizes California-based companies and organizations that achieve quality and service excellence consistent with the Malcolm Baldridge National Quality Award criteria. Ms. Abeles contributed a chapter on faculty housing to College and University Business Administration, 5th edition (NACUBO, 1992). Ms. Abeles received her B.A. from UCLA and her M.A. and M.B.A. from California State University, Northridge. RICH ANDREWS is the Controller at UC Irvine. He was appointed to this position in June 2000 in addition to his responsibilities as Assistant Vice Chancellor, Accounting and Fiscal Services, and Accounting Officer. His responsibilities at Irvine include leadership for ten departments: Payroll, contract and Grant Accounting, General Accounting, Disbursing, Travel Services and Central Cashier. Rich has been at UCI since March 1999. His previous experience in higher education was as Director of Financial Accounting at the University of Washington. Prior to his higher education career, he worked as an auditor with the Department of health and Human Services auditing Colleges and Universities for compliance with Federal costing regulations. Rich is a CPA and received his B.A. in Business Administration from Whitworth college in Spokane, Washington. STEPANIE BURKE is currently the Assistant Vice Chancellor of Audit & Management Advisory Services for the University of California San Diego campus. Prior to accepting this position in 1994, Stephanie held positions at the University's Office of the President, Lawrence Berkeley National Laboratory, Lawrence Livermore National Laboratory, and Santa Cruz campus. Stephanie is a Certified Fraud Examiner and a Certified Public Accountant. She graduated with honors from the University of California, Berkeley with a bachelors degree in Psychology and an M.B.A. in General Management. MEG CARTER is a Senior Analyst in the Office of the Senior Vice President of Ethics, Compliance and Audit Services at the University of California (UC). She came to UC in February 2008 after a career at Bank of America, where she was Assistant Vice President in the Information Technology Division. She also served overseas at a small college in Palestine and as a Peace Corps Volunteer in Senegal and Uganda. She is responsible for assisting the Director of Investigations with training, documentation, tracking, analysis and investigations. Ms. Carter graduated from Wittenberg University (1975), Fordham University (1981) and the University of San Francisco (1990). She's currently studying ethics at the Graduate Theological Union, in Berkeley. MIKE CLUNE is Director, Operating Budget, in the UCOP Budget and Capital Resources unit. He has been with the Office of the President for 9 years and is responsible for oversight of the University’s operating budget development and resource allocation. He earned his bachelor’s degree in business administration at the University of San Diego and a master’s degree in statistics and a doctorate in demography from UC Berkeley. LAWRENCE B. COLEMAN is Professor of Physics on the Davis campus. In January of 2008 he stepped down as Vice Provost for Research, Office of the President. Prior to becoming Vice Provost for Research, he was Vice Chair and then Chair of the systemwide Academic Senate, and at Davis he served as Chair of the Davis Division of the Senate and Vice Provost for Academic Programs and Dean of Undergraduate Studies. GRACE CRICKETTE is the University's Chief Risk Officer. Grace joined the University in December of 2004 after thirteen years as a Vice President and Officer in audit, insurance, safety and human resources capacities for the equipment and construction industry. Grace graduated with distinction from the University of Redlands with a Bachelors Degree in Business Administration and holds a variety of designations in the areas of claims, safety, audit and human resources. Major initiatives for the Risk Services department include reducing the cost of risk, implementing system and local safety programs, improving claims management systems, developing risk financing strategies, and implementing Enterprise Risk Management (ERM), and Emergency Management and Business Continuity Planning throughout the University. In 2008, Grace received the Risk Innovator Award for innovation and excellence in risk management in Higher Education. DWAYNE DUCKETT - As Vice President, Mr. Duckett is responsible for system-wide human resources employee and labor relations, senior management recruitment, compensation and performance management, strategic planning, workforce development and compliance. He also serves as the primary fiduciary, as delegated by the Board of Regents and President, to oversee all aspects of benefit plans and program administration for the University of California Retirement Plan (UCRP). Duckett, 45, previously served as vice president for human resources at Heinz North America, a 25,000-employee enterprise with $4 billion in annual revenue. During his tenure at Heinz, his responsibilities included aligning day-to-day human resources operations in support of business unit strategies, developing performance management programs, overseeing business unit compensation programs and leading talent management initiatives. His other accomplishments included establishing a strategic labor relations approach, creating a new training and development organization, and expanding the company's succession planning and executive development efforts. From 2003 to 2005, Duckett was vice president for human resources, customer service and retail operations, for AT&T/Cingular Wireless in Redmond, Wash., and Dallas. The two-company merger was announced a few months after Duckett was appointed and he was integrally involved with both pre- and post-merger activities, including helping to lead several initiatives in staffing, work force planning, and change management in order to effect a smooth transition and integration. Prior to AT&T/Cingular, Duckett, served in executive human resources positions including senior vice president of human resources and administration of Covisint LLC; and vice president of human resources of Automatic Data Processing's Claims Solutions Group. These business services and information technology companies included global operations. Earlier in his career Duckett held positions of increasing responsibility with Sony and Pepsi as well as General Foods/ Philip Morris in corporate human resources, organizational development, training and operations. He recently reorganized human resources to add strategic value and improve service to the campuses and locations. His priorities are labor, performance management and benefits. 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 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 allegation under the Digital Millenium Copyright Act. His doctorate is in Mathematics, and he is a member of Phi Beta Kappa and the Association for Computing Machinery. JOHN GREGG is the UC Davis Director of Controls & Accountability and on October 1, 2009, he joined the UC Enterprise Risk Management (ERM) Team at UC Risk Services. In his new role, John is a resource to assist all UC locations with maturing their ERM programs and making full use of the new ERM Information System. John has a long history of success with ERM at UC Davis and will continue to support that program. John also continues in his role as Director of Controls & Accountability at UC Davis, which he assumed in 1997 after eleven years with the UC Davis Internal Audit Office. John started with the university in 1986 as Principal EDP Auditor and became Director of Internal Audit in 1992. John has a B.A. in Management and a Minor in Astronomy from Sonoma State University. He has a Certification in Control Self Assessment and is a Certified Information Systems Auditor, Certified Data Processor, and Certified Systems Professional. Prior to joining UC Davis, John was with the US Army Audit Agency, which gave him the opportunity to travel extensively. John has conducted continuing education seminars sponsored by UC Davis, UC Office of the President, and several professional associations. KATHY HAINES is the Assistant Dean of Planning and Administration for the School of Humanities at UC Irvine. Prior to becoming the Assistant Dean in 2003, she served as the Department Administrator for the Department of Neurobiology and Behavior in the School of Biological Sciences. She has worked on the UCI campus for almost 30 years. Kathy has been very active in the systemwide Academic Business Officers Group, serving on the steering committee three times for a total of 10 years and holding the position of Chair twice — in 1999 and 2004. The steering committee actively participated in the early formulation of the Business Officer Institute and Kathy's commitment to the program has continued through service as a program coordinator for nearly the whole history of the Institute. She holds a B.S. degree in Human Behavior with a minor in Education from Albright College in Reading, Pennsylvania. 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 $21M budget and major business processes such as Purchasing, 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 for "Express Order: Re-engineering the Procurement Process," and the recognition of five process improvement teams for Positive Achievement by the Institute for Quality and Productivity. Prior to coming to UCSD, Don had twenty-five years' combined experience in higher education, industry and public accounting. Don is a CPA and received his B.S. in Business Administration from the University of South Dakota. STEPHANIE LEIDER joined the Office of the General Counsel (OGC) as a member of the Labor and Employment team in January 2009. In addition to advising on general labor and employment matters, Stephanie provides advice on discrimination, harassment, and retaliation questions; accommodating employees with disabilities; executive compensation matters; due process; administering leaves, including military leaves and family and medical leaves; and whistleblower matters. She is one of the primary advisors on matters concerning the UPTE RX (research support professionals) and TX (technical employees) bargaining units. She provides counsel on issues relating to the Higher Education Employer-Employee Relations Act (HEERA), including notice obligations, scope of bargaining, access, and related labor matters. Immediately prior to joining OGC, Stephanie served as in-house counsel for Loyola University of Chicago, where she handled employment, academic, student, and litigation matters. Between 1988 and 1998, Stephanie was a litigation associate and partner with Butler, Rubin, Saltarelli & Boyd and then a founding partner with Babbitt, Melton & Leider in Chicago. She relocated to the Bay Area in 1999 and joined Fisher & Phillips LLP, where she continued to focus her practice on employment litigation and counseling. For over fifteen years, a substantial part of her practice included representing institutions of higher education, including the University of California. NANCY LEWIS - is the Director of Sponsored Projects at UC Santa Barbara. She assumed this position in September 2007. In addition to providing leadership in sponsored projects administration for the campus, she also coordinates conflict of interest and export controls. Prior to assuming her current responsibilities, she served as the Associate Director of Sponsored Projects and as a Sponsored Projects Officer at UC Santa Barbara. Prior to joining the Santa Barbara campus, she served as a Paralegal Specialist/Risk Management Analyst at the Smithsonian Institution. Nancy is a Certified Paralegal. She attended the University of Maryland, College Park where she studied Political Science and Paralegal Studies. She is currently a member of the Regional Advisory Committee for the National Council of University Research Administrators (NCURA). 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. RICH LYNCH was appointed the Associate Vice Chancellor for Budget at UC Irvine in July 2007. In this role, he provides campus-wide leadership and strategic planning in the areas of finance, planning, and management of the campus operating and capital budgets. He manages a staff of eight professionals to provide budget operations and analysis support to UC Irvine departments and campus leadership. Mr. Lynch’s UC career began in 1983 in the UC Irvine Budget Office, where he served on the staff and then as Assistant Director until 1996. In 1996, Mr. Lynch became the Director of Finance & Administration for the University Advancement division on the UC Riverside campus, where he served in many external relations program roles including Associate Treasurer and ex-officio trustee of the UC Riverside Foundation before returning to UC Irvine. In 2003, Mr. Lynch returned to UC Irvine as the Assistant Vice Chancellor for Resource Management & Planning for the University Advancement division. Between December 2005 and July 2007, he served as the interim Associate Vice Chancellor for Development leading the campus fundraising enterprise. Mr. Lynch earned his Bachelor’s of Business Administration in Accounting degree from the University of Texas, Austin and holds a Master’s of Business Administration degree from Chapman University in Orange, California. DAN SAMPSON is the Assistant Vice President, Financial Control and Accountability at the Office of the President. His expanded role includes the leadership and operation of all the University's Treasury functions. Dan works with a system-wide group of Controllers to strengthen systems of internal control and business practices at each location. In addition, Dan is responsible for internal control systems for centralized University operations that are located at the Office of the President, including all banking and banking-related services. Dan joined the University of California in 1997 after ten years as a Vice President and Senior Manager in audit and controllership capacities in the financial services industry. Dan is a CIA and received his MBA degree in finance and accounting magna cum laude from the University of the Pacific. 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, strategic sourcing 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 September 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 California, Arizona and Nevada, 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 2002 – 2004, Mr. Taylor served as the Chair of the Board of Directors of the UCLA Foundation, the primary volunteer fundraising organization for the campus. 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. Additionally, since December 2005, he has been a member of the J. Paul Getty Trust and since December 2000 he has been a member of the Board of Directors of the James Irvine Foundation, where he serves as Vice Chair. Prior to his career in investment banking, Mr. Taylor worked as a manager with GTE in the company's Thousand Oaks office, and as Executive Director of the Coro Foundation, a nonprofit organization in Los Angeles. Before receiving his graduate degree, he worked for six years on the staff of the California State Assembly. SHERYL VACCA is Senior Vice President and Chief Compliance and Audit Officer. Before coming to UC's new role of SVP/Chief Compliance and Audit Officer, Sheryl Vacca was a director with Deloitte and Touche, LLP, a global management consulting firm, and served as a national leader in the firm's internal audit and regulatory practice areas. Prior to Deloitte, Vacca served as vice president for internal audit/corporate compliance officer for Sutter Health system. While at Sutter, she built and then managed the healthcare system's first enterprise-wide compliance program, which spanned 52 business units, while also being responsible for managing the system's internal audit function. Prior to Sutter, Vacca held numerous senior administrator positions for healthcare organizations.
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