NWEUG 2016 Conference Sessions

Alumni Relations & Fundraising

Alumni Relations & Fundraising Roundtable (B/C)

Join your fellow alumni relations and fundraising professionals for a networking session to share best practices, policies, tools of choice, and the success and challenges in meeting the alumni relations and fundraising needs specific to your institution.

Ellucian’s Next Generations Advancement Solution (B/C) Sumi Yourtee, Ellucian Ellucian CRM Advancement is the next step in advancement solutions. As part of the Ellucian CRM suite of products, this solution provides visibility into the full lifecycle of your constituents. With powerful analytics and robust workflow capabilities, Ellucian Advancement CRM is a full-featured advancement solution that can help you engage more deeply with your alumni and donors. Join this session to learn more about this modern and innovative advancement solution, how it integrates with other Ellucian products, and the latest in migration solutions and tools we’re developing.

Visualizing Giving Data with Tableau (B/C) Mark Ellis, Whitworth University Giving visualizations using Tableau will be presented and discussed. It would be great to have other Institutional Advancement Offices discuss what they use for data visualizations. I will briefly go into getting the data into Tableau, but that is not the focus of the talk so the presentation is database and ERP agnostic.

Analytics & Reporting

Analytics & Reporting Roundtable (B/C) Moderator TBA Join your fellow data professionals for a networking session to share reporting practices, tools of choice, and the successes and challenges in meeting the information and analytical needs of your institution.

Argos Reporting: Client Case Studies (B/C) Matt Chick, Evisions Hundreds of institutions world-wide are collaborating together to enhance reporting for their Banner, PowerCampus, and Colleague Student Information Systems. This session will go through real client reporting examples from letter-generation and basic reporting to advanced data cubes and dashboards. Learn how to use the ODS and EDW more effectively and get access to the information you need easily.

CROA Basics - A Colleague End User Perspective (C) Vern Johnson, Linfield College Learn what CROA is and how to build a basic CROA report with step-by-step instructions. We\'ll walk end users through the basics of report writing so they learn some of the quick search techniques that help lessen the frustrations of this powerful reporting tool. We\'ll show you how to create variables, merge universes, format reports, export reports, set reports to run weekly on a schedule, sending them directly to a BI Inbox. Excel Dashboards from Recruiter (B/C) Ryan Garcia, Pacific University Recruiter has become essential in our recruitment of students, but much more can be gained from the program once data is exported to Excel. We will demonstrate what excel is capable of reporting with simple and advance dashboards. We will also show how Excel can ease inner-office reporting.

Higher Ed Data Visualization Using Tableau (B/C) Ken Brown, Whitworth University Explore data analysis and visualization examples and applications in direct support of Admissions, Institutional Advancement, Retention and Business Office and Departmental budgeting and budget analysis. Will highlight the effective use of Tableau to aid daily departmental operations as well as in support of Strategic Planning, Institutional Research and Institutional Effectiveness.

Taking Financial Reporting to the next level with F9+ (C) Jill Pimlot, OA Solutions A demonstration of the Excel based F9 product in the Colleague environment. Setup, functionality and frequently used reporting options will be shown. F9 is a complimentary tool to enable efficient and accurate financial analysis along side regular finance processes and procedures.

Using Informer for Colleague Reporting (C) Kathy Tymoczko, Lewis & Clark College Overview of Informer functionality with time for questions and discussion.

Business & Finance

Beyond the Basics – Using StarRez to Take Your Housing Operation to the Next Level (B/C)

Mike Green, StarRez Learn how StarRez can help take your housing operation to the next level by offering solutions beyond the basic online applications and roommate and room preferences. Next level online student solutions including: Roommate Agreements, Time Slots / Appointments for Arrivals/Move-ins, Group Room Selection, Parent/Guarantor Signature, Room Conditions, Work Orders, Employee Application Portal, and other staff tools such as Mail/Package Tracking and Visitor Tracking. Proven integration with Ellucian\'s suite of products and built-in reporting tools give your staff the information they need to better serve your students. Business & Finance Roundtable (B/C)

Moderator TBA Pull up a chair and join fellow business and finance users in this roundtable session to go over current issues, share your experiences and best practices. A variety of topics will be covered and discussed. It’s also a wonderful opportunity to re-establish old connections and make new ones.

Colleague Budget Self-Service Update and Feedback (C)

Tracy Williams, Ellucian Budget Self-Service is here. Take this opportunity to learn what has been delivered, what are the business practices and workflow. Come and see the new functionality!

Don't Show Me the Money - Reprise (C)

David Morelli & Steve Mason, Pacific University Learn how to secure ODS views using schemas and GL account access using GLROLES from Colleague. This click by click presentation gives you all the techniques to use create the necessary ODS source or target transforms, create SQL schemas and populate them using Windows user groups, build the SQL function to check account access using GLROLES and then use a tool like MS Access to view the results. This is a repeat of a popular session at both DUG, ELive and NWEUG.

Power UP Colleague by Ellucian (B/C)

Scott Campbell, ACI Worldwide Power UP - with knowledge on all the Self-Service modules available to you today, including proxy payments, student finance, financial aid and student planning. Keep UP - with services already available to you within your current Colleague system. Learn about ACH disbursements. Gear UP - with a business case for utilizing Ellucian for all of your campus eCommerce needs. Consider moving to a service fee or split fee model to save up to 94% of tuition payment processing costs.

Taking Your Campus Payments Mobile (B/C)

Pamela Wilkes, CashNET The session will walk you through the experiences Gonzaga University and the University of the Pacific had with deploying, securing and marketing the new Higher One Payments app for iPad as the go-to solution for mobile retail transactions. Join Pamela Wilkes, Sales Support Director at Higher One as she shares details and results of their deployments.

What’s new in Colleague® Financial Aid? (C)

Dave Schroeder, Ellucian In this session, we will preview a broad range of upcoming topics for current and future processing years. Don\'t miss this important, time-sensitive information update. Don\'t miss this important, time-sensitive information update. Remote Session.

What’s on Your Campus Commerce Radar? (B/C)

Maura Milner , TouchNet Never before have so many rule-making entities been focused on regulations that impact campus commerce systems. Expanded PCI data security requirements, enhanced fraud protection, new EMV point-of-sale technology, and tighter controls over disbursement of students’ financial aid credit balances will all bring change to college campuses. Learn what pending campus commerce reforms should be on your radar today.

Enrollment Management & Student Success

Cancelling a Section and Keeping Everyone in the Loop (C)

Jill Pimlot, OA Solutions How to automate communication to students and faculty when a section is cancelled in Colleague. Improve your communication, improve efficiency and reduce errors.

Creating Useful Dashboard to Keep the Whole Office up to Date (C)

Derek Naegeli, Pacific University Creating your own dashboards for all parts of the office to keep all users informed and up to date on their applications and tasks.

E-Catalog: Think Data, Not Pages (B/C)

John Schoenborn, DIGARC There’s a reason why schools encounter difficulty using page-based Web content management systems and PDFs to present their online catalogs. Learn why your peers chose Acalog, the Academic Catalog Management System. See how a data driven, relational system provides greater ease of use, eliminates errors, delivers shorter implementations and enables faster catalog production cycles. Then get a sneak peek at how Curriculog transforms a cumbersome and complex curriculum path into an intuitive, automated process, with the most flexible system on the market for curriculum development and approval.

Ellucian CRM Advise (B/C)

Sumi Yourtee, Ellucian Ellucian CRM Advise is a student engagement solution to improve student success. It allows institutions to identify students at risk and ensure those students are matched with appropriate intervention.

Ellucian Recruit (B/C)

Sumi Yourtee, Ellucian Students have more options than ever for higher education. You need to reach them first and build personalized relationships to ensure success. Watch this free webinar to learn how you can focus your resources to find, engage, and enroll more best-fit students with Ellucian Recruit™. Recruit streamlines and automates recruitment—so it’s easier for your institution to improve your strategic efforts, personalize each student’s journey, and control costs. Ellucian Recruit™ helps you find, engage, and enroll more of the right students for your institution.

Enrollment Management & Student Success Roundtable (B/C) Angela Skjeie, Pacific University Join your fellow enrollment services professionals for networking and discussions of best practices in areas such as Admissions, Registrar’s, Degree Audit, Degree Works, Recruiting, Advising, and others.

Getting Students Across the Stage: Creating a Streamlined Graduation Process (C)

Stephanie Wood, OA Solutions A demonstration of the delivered Colleague graduation process using the three available application methods, Self-Serve, Web Advisor, and Manual Entry (Single entry and Batch entry).

Grow Your Continuing Education and Workforce Development Programs with Ellucian Elevate (C)

Suzanne McCool, Ellucian Join us to learn about Ellucian Elevate, a SaaS solution designed specifically for continuing education and workforce development program administrators. Elevate gives you the power to manage, report, and market your programs, your way; ultimately improving student satisfaction and driving increased enrollment. Remote Session.

Instant Enrollment: 24/7 Registration (C)

Stephanie Wood, OA Solutions An overview of the delivered Instant Enrollment product in Colleague. How does Instant Enrollment work? How do you set it up? What can it do for your School and how can it help you manage your enrollment and promote accessible registration?

Learn More about Banner Student Self-Service Applications (B)

Kristy Elliott, Ellucian You want to deliver superior experiences for your faculty and professors so they can focus on teaching. It’s easy with new features in Banner® by Ellucian. We’ve expanded our capabilities to simplify daily processes so you can offer your students the support they need to succeed. During this session, you will learn how the new apps in Banner® Student: Advising Student Profile, Attendance Tracking, Grade Entry, and the Electronic Grade Book reduce the time your faculty spends on administrative tasks, so they have more time to do what they do best.

Raising Student Response Rates with Online Course Evaluations Using WebAdvisor (C)

Jill Pimlot, OA Solutions This presentation will share the synthesized solution that Emily Carr University of Art and Design and OA Solutions developed to address the challenge of completion rates for online course evaluation in order to elicit greater participation among students and yield higher response rates while providing a unified, seamless user experience.

Financial Aid

Automating Financial Aid Disbursement Questions and Importing Students Lists into PopSels (B) Shannon Flynn & Greg Purviance, Eastern Washington University Eastern Washington University has implemented labor saving tools to both help students self-serve and allow automation of manual processes. We will demonstrate how we automated the disbursement authorization process using the Web Question functionality and a custom Banner job. Also we will show how we use a custom job to allow staff to import a txt file with a list of student ID’s and import that directly as a population selection.

Financial Aid Roundtable (B/C) Moderator TBA Please join other financial aid professionals to network, discuss current topics and get tips from your peers.

General Interest

Beyond Imaging: Redefining the Paperless University (B/C) Tom O’Rourke, Softdocs Did you know that each year enough paper is thrown away to make a 12’ wall from New York to California? While schools have taken a step towards improved document management strategies, many administrative and student facing processes remain paper intensive. From content management, to process automation and e-forms, learn how the Etrieve platform from Softdocs is helping institutions redefine what it truly means to be ‘paperless’ throughout student services, HR, finance, and beyond.

Campus Scheduling Roundtable (B/C) Moderator TBA Join your fellow schedulers for a networking session to share best practices, policies, tools of choice (EMS, 25Live, Outlook, etc.) the success and challenges in meeting the integration and scheduling (academic and campus) needs specific to your SIS and institution.

Colleague Lingo - What's That Word? (C) Kathy Tymoczko, Lewis & Clark College Eliminate confusion, learn common terms, processing shortcuts, navigation.

CollegeNET Scheduling, Calendaring & Master Planning Demonstration (B/C) Andrew Van Dyk, CollegeNET CollegeNET\'s Series25 system makes campus-wide scheduling, resources management, and calendaring easier, more accurate, and more efficient. Academic Schedulers and stakeholders are encouraged to attend to learn about cutting edge, web-based, SaaS deployed scheduling technology.

Communications Management Basics (C) Tammy Robertson, North Idaho College Communications Management is a powerful tool for managing and processing official college communications. However, it can also be overwhelming and daunting when getting started. This session will cover just the basics of Communications Management including document creation, batch processing, and when to use the Express Correspondence Processing Form (PCEX).

Excel: Tips & Tricks (B/C) Peter Morgan, Pacific University We will move quickly through a wide range of (very) short topics that seem to always cause us all grief. Everyone is sure to have at least one \"Ah Ha!\" moment. Also known as \"50 topics in 50 minutes\" (more or less). Send me your ideas: peter.morgan@pacificu.edu.

Get to Know XE for Banner Communication Management (B) Kristy Elliott, Ellucian Check out this exciting new baseline application which delivers communication management capabilities across Banner. This new application supports the creation, publication, and tracking of emails, letters, short message service (SMS), and targeted announcements for any person or organization with a PIDM record.

HTML Email Tips & Tricks (C) Tammy Robertson, North Idaho College & Mark Kremkow, Clackamas Community College

Friday, July 31, 2015 9 – 9:50 a.m., Meyer Health and Sciences (MHS) – Room #102

North Idaho College and Clackamas Community College use HTML Email and Communications

Management almost exclusively for official college communications. Come join this session for

some tips and tricks for sending professional and branded HTML Emails and share some of

yours too!

Human Resources

Ellucian Talent Management (B/C)

Stuart Wasilowski, Cornerstone The Ellucian Talent Management Suite, powered by Cornerstone, provides institutions with the tools necessary to attract and retain the very best talent. This session will explore and frame the discussion for talent management solutions within your organization. Learn more about talent management in higher education and this \'best in class\' solution. Get to Know Colleague HR (C)

Tracy Williams, Ellucian Join us for a high level overview of recent developments in Colleague HR. We’ll cover Time Entry and Leave Request Self-Service, Banking Information Self-Service, User Profile Self-Service and Regulatory (including the Affordable Care Act).

HR Roundtable (B/C) Moderator TBA Join HR professionals to discuss current HR issues and best practices, and get some insights to deal with day-to-day challenges.

Information Technology

Data Warehousing Techniques (B/C)

Kathy Bronson & Trevyn Bowden, Clackamas Community College We are in the process of creating a data warehouse using star schemas. This would be an opportunity to discuss what other school might be doing and what techniques and tools are available for a more robust reporting warehouse.

Ellucian Ethos Platform (B/C)

Mike Kennedy, Ellucian Modernizing your campus, innovating to meet constituent demand all takes an intense amount of effort. Integration, data exchange, navigating information, choosing your device, and the list goes on. The Ellucian Ethos Platform is the cornerstone of our product strategy. We want to expose you to the platform and how it drives our design, develop and deployment decisions and discuss how you can begin integrating this within your current environment. Ellucian Identity Service (B/C)

Mike Kennedy, Ellucian During this session, we will introduce the strategy behind the development of Ellucian Identity Service and will cover where and when this service is the right fit for your institution. Attendees will learn how this service can reduce complexity and total cost of ownership of identity management across all Ellucian products, as well as how it may be used to provide single-sign on (SSO) and federated identity. We will review additional support for SAML 2.0 and federated identity.

ETHOS Application - Roundtable (B/C)

Harvey Prudhomme, Willamette University Discuss capabilities, plans, and opportunities for cooperation in implementing and utilizing the Ellucian ETHOS application.

Information Technology Roundtable (B/C) Steve Mason, Pacific University Join your fellow IT professionals for a networking session to share ideas, best practices, problems, and the successes and challenges in meeting the technology needs of your institution.

Source Control for Colleague Self-Service (C) Celeste McCormick, Lewis-Clark State College & Amy Mayer, North Idaho College How do you manage your source code for Colleague Self-Service? Are you a source control expert or are you still finding your way? No matter what level of experience you have with source control, if you support Colleague Self-Service then you will need to learn it. This roundtable will provide an opportunity to discuss source control approaches, tools and best practices with your peers at other institutions who have to tackle this challenge. Your presenters certainly will not claim to have all of the answers but they are ready with questions and ideas to stimulate a lively and productive conversation.

Strategy & Planning

Learn More about Ellucian XE and the Transformation of Banner (B) Kristy Elliott, Ellucian The Ellucian XE strategy drives how we design, develop, and deliver applications. Join us to learn how the Ellucian XE strategy can help you quickly evolve the solutions you rely on and improve the experiences of all those you serve. Discover all the new Banner applications available and how your institution can adopt them today.

Planning for Banner XE (B) Kim Channpraseut, Idaho State University Join us for a round table session to discuss how institutions are planning for the migration to Banner XE.

Strategic and Tactical Look at Ellucian Itegration Strategy (B/C) Mike Kennedy, Ellucian Join us to learn more about both the short-term and long-term perspective on the Ellucian Integration Hub and how Ellucian is delivering integration in the cloud. During this session, we will introduce the strategy behind the development of the Ellucian Integration Hub and discuss the overall integration strategy including the role of the higher education data model, the Ellucian Integration Hub, and the use of the Banner APIs and RESTful Web Services.

Strategy & Planning Roundtable (B/C) Moderator TBA Join your fellow strategy and planning professionals for a networking session to share best practices, policies, tools of choice, and the success and challenges in meeting the alumni relations and fundraising needs specific to your institution.

Preliminary Conference Schedule subject to change.