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April Q&A: New Chart of Accounts

The UC San Diego Chart of Accounts Online Q&A Session

Watch the Financial Information System team in a university-wide, two hour question and answer session on the Chart of Accounts.

Presentation Topics

After a presentation on the Chart of Accounts, the session was opened to campus staff to ask their questions and receive real-time answers.

Topics were presented by university staff experts from General Accounting, Campus Budget Office and Vice Chancellor areas and provided the campus community with information about the new UC San Diego Chart of Accounts, including:

  • How chart elements are changing and why indexes are going away.
  • The new Chart of Accounts structure and how it differs from the current IFIS structure.
  • What will likely replace indexes for tracking purposes.

Panelist Expertise

Jamie Nickel Chart of Accounts Design Lead
Diane Heath Hierarchy and Mapping Development
William McCarroll Internal Controls & Accounting, Business Process Lead
Adam DiProfio Academic Department Subject Matter Expert
Charles Wei Health Sciences Subject Matter Expert
Kierstin Sykes Gifts and Endowments Subject Matter Expert
Reshma Bir  Department Hierarchy Subject Matter Expert
William Burnette Physician Group Subject Matter Expert
Marissa Prough Contracts and Grants Subject Matter Expert


Additional Resources

Category: Events, Financial Systems