Task Force 21 – Finance and Business Operation’s cross-campus training team!

December 9, 2020

Last month, a new cross-campus team of professionals came together to form the new “Task Force 21” group – this task force was established in response to training goals that have been established by Yale Finance.  The new group will seek to develop a plan for functional financial training focused on internal controls and compliance.

On November 9, a kickoff meeting was held with the team members (listed below) where the team had an opportunity to meet, hear directly from Steve Murphy (one of the project sponsors) about the project, why it is important, and what we want to achieve.

The objectives of TF21 are:

  1.  invest in developing our talent, helping each other learn and grow,
  2.  build a stronger community of financial professionals at Yale across the campus – in the center, schools, and units; and
  3. strengthen internal controls and the compliance environment.

At this time the work has just started, but we look forward to sharing updates and the finished product with all finance professionals! 

Sponsors: 

Steve Murphy, VP for Finance & CFO; Tim Pavlis, AVP Academic Business Operations & Strategy; Brian Rebeschi, Executive Director Finance & Administration YSM Clinical Departments and Interim Deputy Dean for Finance, YSM.  

Steering Committee: 

Sponsors (listed above); Shannon Smith, University Controller; Lauren Storer, Sr. Director, Finance Operations & Special Advisor to VP Finance and CFO.

Task Force Members & Co-Leads:

Doug Bebbington, Director Internal Audit and Quality Assurance; Rodney Brunson, Director, Accounts Payable & Payment Services; Zelma Brunson, Operations Manager School of Architecture; Carrie Capezzone (Co-Lead), Associate Dean of Finance YSM; Kenechia Clarke, Associate Director Office of Sponsored Projects Financial Management; Pauline Fagan (Co-Lead), Director of Finance & Administration Library; Rachele Sarro (Co-Lead), Financial Compliance Manager Controller’s Office; Mike Jarosz, Sr. Manager University Policy Program Controller’s Office; Madeline Sparf, Director of Finance & Administration OB/GYN; Alexa Schlieker, Director of Finance & Administration Jackson Institute; Alison Valentino, Assistant Director Accounting Compliance & Optimization YSM; Anat Yogev, HR Generalist.