University of California, Berkeley

COrWE: UC Systemwide Business Officer Institute (BOI)

The Business Officer Institute, sponsored by the UC Office of the President, was established in recognition of the critical role business officers hold in a rapidly changing business environment characterized by localized decision-making authority, increased regulatory interest and oversight, emphasis on risk-taking and innovation and ever greater complexity. Visit the UCOP BOI website for in-depth program details.

[collapse all]  [expand all]

Click on the appropriate item for more information.

What is a Business Officer?

A "Business Officer" has broad responsibility for the administrative functions in either an academic or administrative department; including responsibility for the key areas of budget/finance and human resources.

Program Goals

  • To establish the Business Officer's role as an officer of the UC system
  • To communicate expectations for business conduct across all locations
  • To communicate high level operating principles, policies, expectations for local practices
  • To address resources available to Business Officers

BOI Main Themes

  • Leadership and Stewardship
  • Accountability
  • Ethical Decision Making
  • Fiduciary Responsibility
  • Internal Controls

BOI Topic Areas

  • Budget & Finance: Budget Planning; Financial Management; Tax Issues; Sponsored Projects; The role of the Controller
  • Audit: Internal Controls; Fraud; Waste & Abuse
  • Human Resources: Employee Relations; Liability Claims & Risk Management; Legal Issues
  • Information Technology
  • Ethics

Topics include both presentation and team exercises, and address current key management issues.

BOI Instructors

The Institute's "Faculty" includes senior managers from the Office of the President, campuses, and medical centers; UC faculty and consultants. Facilitators are drawn from past participants in the program and include Business Officers and staff from UC campus Training and Development offices.

BOI 2011 Institute

Date:November – December 2011
Location:TBD
Read more about the Institute
Registration: Nomination by your Manager/Control Unit. Please contact your Control Unit Administrator (see below) for details.

Nomination Process

BOI is intended for individuals who have broad decision-making and/or supervisory responsibility for the administrative functions of either an academic or administrative department or have responsibility for key areas of Budget, Finance, Internal Controls, Human Resources, Information Technology and/or Sponsored Projects. We are looking for a balanced representation from across the campus. Staff in both academic and administrative units will benefit from participation in the institute.

To nominate an individual for participation in the BOI, please send the following information to your Control Unit Administrator listed below.

  • Participant Name
  • Title/title code
  • Department
  • Department type (administrative or academic)
  • e-mail address
  • Telephone
  • Fax
  • Supervisor name and e-mail address
  • Nominated by (name, e-mail address)
Control Unit Administrator Phone
Chancellor's Office Steve Garber 643-7146
Administration Laura Van Nostrand 643-0680
EVCP, Division of Undergraduate Education Jeanene Greer/Lynn Geske-Morgan 643-0236/642-9573
Facilities Services Pam Sutherland 643-7384
Student Affairs, Lawrence Hall of Science Gary Lee 643-2110
University Relations Dina Sanders 643-9172
Research Division Anne Benker 642-8159

For more information

Check out the UCOP BOI website or contact  the UC Berkeley BOI Program Coordinator.