Monday, October 6th, 2008 |
| |
09:45 am - 10:35 am |
| Banner 8.0 Technical Highlights |
This session will review technical requirements for Banner 8.0, including a summary of several key
Banner General functional changes such as: Oracle
Version Update; Banner Pin Enhancements;
Banner Supplemental Data Engine; Banner
Globalization; Beyond Banner 8.0. (SunGard) |
| eProcurement |
SciQuest's HigherMarkets e-procurement solution
provides a comprehensive suite of products
designed to manage an institution's entire
procurement process from the creation of a
purchase requisition through the approval process,
purchase order delivery, receiving and invoice
matching. All this with integration to Banner!!!(SunGard) |
| CAPP: Lessons Learned |
Moving to an automated degree audit system can
be highly beneficial, but many programs contain
complex logic that is difficult to encode. This
workshop will cover problems that Liberty
University experienced while implementing CAPP
and demonstrate some practical solutions that
helped our implementation go smoothly.
Presenters will include a brief overview of the
CAPP system, give examples of both simple and
complex CAPP encoding, and investigate
beneficial/harmful practices uncovered during
Liberty University's implementation. (Liberty University) |
| Early Student Engagement Via Your Portal |
In this session we will explore innovative ways
to engage your incoming students via
the Luminis portal and your Banner student enrollment data.
Through the use of Banner and Luminis, you can
creatively engage your incoming freshman and
transfer students months before their arrival on
campus via the integration of traditional and on-line
communication strategies. During the session, we
will review and demonstrate the University of Mary
Washington's approach to integrating Banner and
Luminis through custom roles, custom Banner
channels, targeted content channels, targeted
announcements, on-line form and survey
completion, and more. Benefit from our lessons
learned as we share our implementation story. (University of Mary Washington) |
| Next Generation Solutions From Blackboard |
Thank you for the opportunity to present
our Product Development and strategy
for our entire suite of solutions. At Blackboard we understand
that student achievement is at the heart of
education. We are focused on how we can enable
institutions to deliver the highest quality student
experience. And while it comes in lots of forms, at
the heart of it is a core process. First, we engage
students in the learning experience. Sometimes
that happens in a formal way in the classroom.
Sometimes it's more one on one, or supporting a
student's personal exploration. And we engage
students outside the formal curriculum through
social learning opportunities on our campuses.
Increasingly we are dealing with new demands on
the engagement process as we are more global
(students from broader geographies, partnering
with other institutions, or global competition). And
more and more often we are supporting lifelong
learning (students who have returned to school
later in life; connections between elementary,
secondary, post-secondary, and workforce
development). And then we have to ask ourselves?
is it working? That's where assessment comes in.
We can't know if students are learning what they
should without assessment. Sometimes that
means how a student answered a question of a
specific exam. But assessment also ranges all the
way up to assessing institutional effectiveness.
And it's all interconnected. We can't really know if
we're being effective as an institution if we don't
have a way of connecting that to what's going on in
the classroom or to individual students. It will be
our intent to discuss with the group how we will
hopefully "engage and assess" students while establishing
a deeper partnership with your institution. (Blackboard) |
| The Basics of Tax Deductible Charitable Contributions and Receipts |
This session will start with a look at how the tax code talks about gifts,
and how that can help Advancement Services departments evaluate
specific gifts for federal income tax purposes. We'll
look at a number of the most common cases that
may or may not be gifts, including use of an
automobile, free office space, contributions of
catering for a dinner, free legal services, expenses
paid on behalf of the organization, out-of-pocket
expenses incurred by volunteers, gifts related to
sororities and fraternities, and contributions of
frequent-flier miles. We'll take a quick look at why
IRS publications don't have heading on
"Determining the Donor", and touch on a few
common cases. Next, we'll turn to situations where
the donor gets something in return for their gift,
whether that's a dinner, a concert, a key chain, a
calendar, a poster, basketball tickets, or anything
else! We'll examine special cases including
preferred seating at home athletic events and
fund-raising auctions. All of these topics come
together in gift receipting, and we'll look at both
the written acknowledgment and written
disclosure requirements, and outline just what
needs to go on a receipt (and what shouldn't!).
Finally, we'll take a quick look at a few related IRS forms,
Including Forms 8283 and 8282, the forms related to
non-cash gifts. (University of Richmond) |
| Controlling eCommerce Across the Entire Campus |
Is your institution struggling to
maintain control of eCommerce across campus?
When an institution is spread across multiple locations, or has numerous
departments accepting payments, it can be
challenging to ensure standard secure payment
practices while at the same time keeping costs
down and providing customer service. Learn how
your institution will benefit from centralized
commerce and standard policies and payment
processes across campus. This presentation
focuses on: The challenges of commerce in higher
education *Best practices *Reporting *Managing
compliance with PCI Data Security, GLBA and NACHA
regulations. (Nelnet Business Solutions) |
| |
10:50 am - 11:40 am |
| Bridging the Gap Between IR and IT |
In order to create effective institutional reports,
communication between report users and
developers can be just as important as tools and
technical knowledge. Idata has worked with many
institutions on developing custom reports, and
Brian Parish will discuss some best practices and
tools to facilitate successful report definition.
Some topics include: Creating a common
definition of reporting terms; How to create a
complete report specification; Examples of how
communication commonly breaks down; Tools and
communication strategies. (Idata Incorporated) |
| Integrating Banner with IT Account Management |
Identity management, roles, de-provisioning, Shibboleth ...
all the buzz words in our world today. What do they mean; how do we
accommodate and implement? Learn what the
College of William and Mary is doing to manage IT
accounts with Banner. Banner is our "Director" and
drives the creation of all IT person accounts while
our in-house Account Database feeds other
systems: Active Directory, LDAP, Luminis, email
and domain. In this presentation we'll review our
overall structure and logic in Banner. We will also
profile how this supports our identity management
and security programs as well as our current efforts
toward Shibboleth. (College of William and Mary) |
| Are you in Suspense? Ways to Tame the Suspense File |
Did my FAFSA get processed yet?
How many times have you heard this question and found the school had
received the FAFSA but it was mired in the suspense file?
What do these messages mean:
Duplicate 25 SSN exists on temporary tables 2 or
more times, Suspense 28 SSN exists in the
database, Suspense Review, Match-R, Match-M,
and Match-A. Financial Aid common matching is not
a clean or highly automated function. Banner
Common Matching Rule sets are primitive at best
and the system seems to force labor intensive
review of records through the RCRSUSP form. Very
simple rules may make a large number of matches,
however they may also cause the dreaded FAFSA
loaded to the wrong student. UNCW's goal is to
reduce labor input as far as possible through
intelligent use of rule development supported by
automation. This presentation provides an
overview of Financial Aid Common matching and
rule set up, strategies for determining whether a
rule will be productive, automation ideas to assist
in handling of duplicates, overviews of suspense
table contents and examples of reports to mine the
tables for information on common errors (common
errors may become drivers for rule or automation
development), and real life examples to support
the presentation. Financial Aid offices wishing to
reduce the labor spent managing the suspense file,
and interested in improved service to students are
the targeted audience. We hope others that have
tamed their suspense files will attend to provide a
counterpoint to the presentation with additional
school examples of successful process
improvement. Warning: discussions on this topic
may be heated! (University of North Carolina, Wilmington) |
| Advance and Smartcall |
Advance is a powerful donor management software system
that can integrate well with whichever student, finance, and other administrative system
your institution uses. With Advance, your
institution can better support alumni relationships
and increase fundraising to support major gift
programs. Smart Call is a telefundraising system
designed specifically to support the needs of
college and university phonathon programs. Its
progressive dialing technology automates the
dialing process for greater efficiency, so callers can
focus their attention on their prospects.
Advancement Data Services by GG+A DonorScape
provides strategic insights to help your institution
make better decisions, optimize performance, and
build a deeper understanding of your constituents.
These valuable services can improve performance
across the advancement organization, helping you
build the network of relationships your institution
needs to support sustained growth.(SunGard) |
| Travel and Expense Management- A Sneak Preview |
Take a look at the new Travel and
Expense Management solution scheduled for delivery this December.(SunGard) |
| CEUs and You |
This session will present how the University of Mary Washington
planned and implemented the entry of CEU courses and students into Banner.(University of Mary Washington) |
| HR 8.1- Effort Reporting and Labor Redistribution |
Banner HR 8.1 will be released September 30 and includes
effort reporting and labor redistribution as part of employee self service.
But these two are very different. These are the first HR modules to be
released in the new RIA (rich internet application)
user interface architecture and developed using
SOA, Adobe Flex and web services. Come see screen
shots of the new user interface and an overview of
how these new applications work including routing
and approvals.(Virginia Tech) |
|
01:00 pm - 01:50 pm |
| Campus Identity Management- In a Banner World |
"Security and Identity Management" topped the issues list
for the second year in a row. The challenge is that while universities have made
great progress in putting common services online,
they have not been able to know with assurance
who is using those resources. Personal identity
breaches number in excess of 200 million data
records exposed since January 2005, with
significant numbers of these breaches occurring in
Higher Education. There are multiple communities
of identity within higher education including
students, faculty, staff, and affiliates (members
that need access to resources but may not be
managed by an authoritative HR or student
enrollment system). While this adds complexity to
the identity problem, it is a common theme across
higher education clients. Please join us for a
discussion as to how these challenges are being
solved with Oracle Identity Management at Banner
Schools. (Oracle Business Partner- Aptech) |
| Tagging a Fixed Asset: 3,2,1 |
Tagging a fixed asset is not as straight forward as it may seem.
There are 3 disciplines that are essential in tagging a fixed asset: IT, Finance, and
Fixed Asset Management. There are 2 fomats
associated with tagging assets: physically and
electronically. And, 1 number gets you all the
information of any asset. The College of William and Mary has
just completed the conversion and implementation
process of Banner Fixed Assets. The purpose of this
presentation is to demonstrate how the College is
working to provide the most accurate fixed asset
reporting and accounting database via the Banner
Finance Fixed Assets System. (College of William and Mary) |
| DegreeWorks in the Banner UDC |
DegreeWorks provides academic advising and
degree audit services with a graphical user
interface (GUI) that is intuitive, easy-to-use, and
quick to deploy. As part of the Banner Unified
Digitial Campus, Degreeworks uses Banner Student
data for dynamic web advising worksheets,
educational plans, look-ahead projections, GPA
calculators, advising notes, and web-based
exception processing. Institutions may forecast
class section needs and plan curriculum based on
predictable and sustained coursework demand.(SunGard) |
| Batch Posting-The Key to Automating Financial Aid |
A basic review of the capabilities of the Financial Aid
batch posting feature set; with some real world examples
of how it is used at Liberty University. (Liberty University) |
| Where Do I Start as a New Banner User? |
The session is the brief learning experience of a new Banner User
and an opportunity for Banner Advancement schools to share and discuss how
they approach training new users and team
members at their institutions. This will be a
roundtable open discussion of attendees to share.(Christopher Newport University) |
| UNCG Calendar and Workshops Tool |
The purpose of this presentation is to demonstrate
how the Banner staff at UNC Greensboro have used the Workshops and
Events Calendar tool to deliver training opportunities to faculty, staff and students.
(University of North Carolina at Greensboro) |
| iStrategy BI Suite...A New Solution for Banner Schools |
In the session, iStrategy will present a new offering for
SCT/Banner ERP schools, that need to provide a self service Student Analytics/Enrollment
Management system. Topics that will be covered in
this session include: Current Banner reporting/
student information challenges; Recent research
of what schools are implementing; 3 approaches
to address this issue; An approach that several
Banner schools have chosen; A Live demonstration
of that approach. iStrategy provides a complete BI
Application Suite for Higher Education with over 30
Customers that include as Drexel, University of
Michigan, Stony Brook (SUNY) University of Louisville
and Xavier. (iStratetgy Solutions Inc) |
|
02:05 pm - 02:55 pm |
| Banner Enrollment Management |
The Banner Enrollment Management Suite
provides a new standard to create and manage
relationships, empowering your people with the
information they need to take chance out of the
equation. Deepening the capabilities of the core
Banner system, our solution allows you to:
Connect with people and organizations more
effectively; Deliver highly personalized experiences
and interactions that foster lifetime relationships;
Conduct knowledge-based planning across all
recruiting, retention, and alumni programs;
Monitor and adjust your efforts in real time to
Improve performance. (SunGard) |
| Credit Cards- Getting a Handle on PCI-DSS |
Payment Card Industry Data Security Standards(PCI-DSS)
dictate effective management of credit card systems across the organization. The
University of Richmond will discuss its efforts in
developing a centralized e-commerce policy and
oversight group, choosing appropriate vendor
solutions, and achieving PCI-DSS compliance
campus-wide.(University of Richmond) |
| Live on Banner-What's Next? |
This session will outline the Process Improvement Assessment
(PIA) service offered by SunGard Higher
Education and describe what it is, how customers
would benefit from a PIA, the process and the
deliverable. While the focus and examples will be
for Advancement, PIAs are available in all Banner
areas so other Banner system users would benefit
from attending this session.(SunGard) |
| VCU PAC: Developing Key Departmental HR Liasons |
The VCU Personnel Administrator (PA) serves
as the key between each major department and HR. Because many HR functions are
decentralized, PAs are expected to develop expertise in HR policy and
procedure. The increased emphasis on compliance
with State and Federal policies and procedures
has impacted the critical role of the PA and
warranted the development and implementation
of the VCU Personnel Certification Program (PAC).
The PAC program provides training on job related
policies and procedures, helps create growth
opportunities, ensures knowledge to comply with
HR related regulations and allows recipients to
contribute to their departments and VCU. This
presentation focuses on the role of the VCU PA,
how/why we certify/recertify for security access,
and a description of the PAC program design.(Virginia Commonwealth University) |
| Banner Receiving- A Year in Review |
UMW Finance users began Receiving in Banner last year.
In this presentation, we will share the successes and challenges of making this transition
including securities, training and customized reports.(University of Mary Washington) |
| Housing/Location Management: 2 Years Later |
2 years ago at MABUG I was new at Location Management
and I shared my thoughts and experience on the heels of our implementation. It's
been two years and we've done some exciting
things that I'll share in this session.(University of Mary Washington) |
| Using a Standby Database for Reporting and ODS Refresh Purposes |
William and Mary currently uses Sungard's Operational Data Store(ODS)
for its reporting needs. Keeping ODS data current requires a nightly refresh process that
uses Banner-database change tables. To minimize
refresh time, ensure data integrity/congruency and
minimize performance impact on the Banner
database, William and Mary created a Banner standby
database for the ODS-refresh process. This
database is also used to supplement reporting
when data within ODS is deficient. This Presentation
will discuss William and Mary's refresh/reporting system
architecture, how it works (Oracle flashback and
the iterative application of production Banner archive
logs), and how it could be implemented at your institution.(College of William and Mary) |
|
03:15 pm - 04:05 pm |
| Admissions Problem Solvers |
Admissions operations staff members constantly seek to improve
the efficiency of processing applications and therefore streamline the
evaluation process for our reviewers. This lively
and guided discussion will target problem areas
among our own offices and provide some
collaborative suggestions to tackle inefficient
processes. Bring your problems as well as some of
the solutions you have come up with so we may
learn from each other.(University of Richmond) |
| eVA to Banner Integration- An Overview |
The eVA to Banner Integration project is part of a
Commonwealth of Virginia (COVA) initiative to directly integrate eVA purchase orders into Banner Finance. GMU
served as lead testing institution for COVA and was the first to go
live with the product in production. In this session GMU will provide an
overview of the integration functionality and share its implementation
strategy for rolling out the product across campus. (George Mason University) |
| Student and Technology Trends in Higher Education |
This presentation offers an overview of the student,
technology and institutional trends affecting Higher Education presently and into the
near future. Student trends include demographic
information about learners including the millenial
students, non- traditional students, and online
learners. Technology trends cover the increased
use of social networking tools and the ascendancy
of user created content. In addition to analyzing
these trends, the presentation will discuss how
they affect campus policies and procedures as well
as teaching and learning. Institutional trends
include increased concern regarding network and
data security as well as a wider use of campus
portals and increased utilization on online
resources - such as online financial aid
applications, fee payments, registration, catalogs,
and library catalogs.(SunGard) |
| Automated Financial Aid Award Notification |
In this session, we will discuss the pros and cons of financial aid
award notifications being sent by U.S. mail and/or e-mail and the technical processes
involved. Longwood University's Office of Financial
Aid notifies students two ways about their
upcoming Financial Aid awards. New students
receive an initial award letter by U.S. mail,
thereafter by e-mail. Continuing students receive
award notifications by e-mail only. The e-mail
award notifications direct students to the
myLongwood portal where they view and take
action on their awards. New students: *Letter
*Email notification to view the myLongwood portal
when they pay their deposits to attend Continuing
students: *Email notification to view the
myLongwood portal This presentation will show
how Longwood University used population
selection, letter generation and Microsoft Word mail
merge to automate this process.(Longwood University) |
| Certifiably HR |
This session will explore how to use
PPACERT and related forms to track employee development.
We set out to track and report on employee
development course completion. The primary
driver in this implementation is a manageable way
to track and report on mandatory annual IT Security
Awareness training. We will also cover how users
without access to the HR module can populate this data.(University of Mary Washington) |
| Pre-Built Banner Workflows |
This session will provide an overview of this new SunGard Higher Education
service to deliver pre-built Banner Workflows to customers that either
don't have the time and/or skill to create their own
Banner Workflows or are in the midst of a Banner
implementation and want to fast track their
Banner Workflow implementation with minimal
effort. The goals of this service are to provide a
high impact to customers while maintaining
simplicity in design of the Banner Workflows, have
the Banner Workflows be very automated and
seamless to reduce staff training time and offer a
sampling of delivered Banner Workflows for all functional
areas to provide an institution-wide benefit.(SunGard) |
| Unwrapping the ODS and Getting to Aha! |
This presentation describes how to help functional Banner users
understand what an ODS is and how to use it. UMW implemented the ODS and a new
reporting tool at the same time hoping to put
requests for information from enterprise data into
the hands of the people who entered and
maintained this data in Banner. Although our users
were more than willing to query and report their
own data faster, the technical concepts of the ODS
and reporting tool were a lot to comprehend at
once. Here we share tips on how to help non-
technical people get past some of the biggest
stumbling blocks like data validation, MGRSDAX , and
slot tables and then know what to do next with their ODS.(University of Mary Washington) |
|
04:15 pm - 05:05 pm |
| Why Isn't It Running? Two (Mostly Good) Years With Banner Finance |
VCU went live with Banner Finance 7.2 in July 2006, and has had a
pretty good experience with the system. There have been a few operational bumps along the way though:
finding data issues that crash posting, working through incomplete check
runs, fixing encumbrance out-of-balance problems
and the like. Not to mention finding and fixing
multiple PIDMs, and controlling system access at
year-end processing. We'll share how we work
through these situations: please bring your own
experiences, solutions, and a good sense of humor!(Virginia Commonwealth University) |
| Simplifying Banner Using the Creation of a Webform |
At Virginia Tech we have developed a Webform for use by our admissions
directors that will enable them to pull up individual applicants by name,
check the student's credentials including
(MAJOR,GPA,SAT/ACT,RESIDENCY,ETHNICITY,LEGACY,
etc). The director can also check the applicant
within their high school. (They can even check the
decisions that were made from that same high
school the previous year.) Decisions can be made
on a student, including any comments, which is
particularly helpful when decisions are close or
maybe even appear inconsistent. The directors can
quickly assess decisions ever made on the student
(if they had applied for previous term), they can
email a student, change the student's class rank,
size and GPA. The residency counselor can change
the residency from this form also. The form is
interactive with Banner. Attendance at this session
will allow you to see the form and how it is used
most effectively by Undergraduate Admissions.(Virginia Tech) |
| Banner Change Control and Configuration Management |
The presentation will detail the change control and
configuration management system that UMW utilizes to manage, track and document custom
code development, vendor upgrades and patches,
as well as other changes to our Banner environment.
We will follow the process through from inception,
or user request initiation, through production migration
completion. Our system has been continually refined
and successfully audited over the past couple of years.
Best of all, our system utilizes an open source application
that your institution can readily modify and implement to
suit your own needs.(University of Mary Washington) |
| The Cultural Change Needed for Banner Implementation |
The 1980's model of software installation in higher education
followed the traditional path of the technical staff being solely responsible for
implementation. Today's Banner initiatives involve
functional power users who may or may not have a
technical background but do possess the
operational knowlege in a higher educational
environment needed to successfully implement an
administrative system. All too often, this change in
roles is met with resistance. Learn how to identify
the bottlenecks and cultural obstacles that might
impede your progress. (Morgan State University) |
| Global Dorm Damage Processing |
After entering each global dorm damage charge manually,
the Information Technology staff at UMW developed a way to process the charges through a
process in job submission. This session will share
how we did it and how it's working.(University of Mary Washington) |
| Multiple PIDM Resolution Tool - GWAPP, Functional Demonstration |
GW Abolish Pidm Problems (GWAPP) solves the multiple PIDM problem.
GWAPP is a sophisticated user-friendly resolution tool that encompasses extraction of
all data related to the multiple PIDMs,
analysis of the data, auto-generation of a script to
merge the data of multiple PIDMs, and a complex
approval process involving multiple user
departments before deploying the resolution in
Production. The tool also provides archiving and
reporting capabilities. This presentation is a
functional demonstration and was given last year
at MABUG and Summit. GWAPP is available to all
schools at no charge.(The George Washington University) |
| Cognos and Reporting |
Performance Reporting and Analytics
provides a platform for staff across your institution to create a
wide variety of their own queries, reports, and
analytics. A high-speed data warehouse, sample
reports, and links to your Banner system support
both departmental and institution-wide reporting
needs. SunGard Higher Education offers pre-built,
out-of-the-box integration with the Cognos suite of
business intelligence products to extend the value
of SunGard Higher Education's data repositories
and performance management solutions. Pre-built
integration with Cognos tools provides seamless
access to industry-leading business intelligence
reporting capabilities.(SunGard) |
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