Catalog

Programs

Academic Solutions
Advancement Solutions
Banner Administrative Solutions
Enrollment Management Solutions
fsaATLAS Solutions
Information Access Solutions
Integration Solutions
Loan Management
- Campus Loan Manager
Luminis Solutions
Matrix Solutions
- Matrix General Studies
- Matrix Technical
PowerCAMPUS Administrative Solutions
Training & Professional Development
Unified Digital Campus Services & Solutions

Academic Solutions

Academic Program Services

Demystifying The Instructional Designer (1167)
Fly solo or take advantage of support? That is the question faculty members ask themselves when designing an on-line course. More and more colleges and universities are seeing the value in providing instructional design support to faculty members. However, there are many misconceptions about what exactly instructional designers do. During this session, the role of the instructional designer will be defined, typical tasks identified, and common processes and procedures discussed. Participants will learn about who instructional designers are and how the support is beneficial.

Effective Practices for On-line Programs (1164)
Business Unit: Managed Services Audience: All Institutions w/On-line Learning Initiatives Every year, colleges and universities spend a great deal of time and money producing hybrid, web-assisted and completely on-line distance education courses and programs. This session will discuss how to build effective on-line student and faculty support mechanisms, either in the planning or in the improving stages, to support on-line program development.

The C's to Quality Online Course Develop (1232)
Business Unit: Managed Services Audience: All Institutions Capability, Compensation, and Commitment. The successful creation of quality courses for on-line delivery requires that specific requirements be met. It is important that faculty be equipped with the technical and pedagogical skills so that they can participate in conceptualizing the redesign and development of on-line courses. The need for meaningful compensation is important so that faculty will devote adequate time and energy to the process. Faculty also need to have the support of their departments. This presentation will define the ideal circumstances under which faculty can perform optimally to create quality on-line courses.

Trends in On-line Learning (1163)
Business Unit: Managed Services Audience: All Institutions w/On-line Learning Initiatives Explore the latest statistics and trends in alternative education delivery.

Accreditation & Assessment

Assessments for Students and Courses (0957)
The institutions of higher education across the country, and internationally, have recognized that a full commitment to teaching and learning must include assessing and documenting what and how much students are learning and using this information to improve the educational experiences being offered. Outcomes assessment is now a requirement for accreditation by all higher education accrediting organizations. By articulating the main goals for a course and checking to see whether students achieved the goals courses can be improved and learning enhanced. Western Washington University has developed an outcome assessment tracking system that uses custom and existing Banner tables to track assessments at the student and course level. This common sense approach integrates Banner data to provide demographic and course reports using a data warehouse. Future goals include the integration of a syllabus building tool and a test bank with assessment results.

Student Assessment by Non-Employee Super (0230)
Athens State College of Education has driven a project for non-employee supervisors to enter assessment data into the production database. The discussion of this system should be of interest to technical as well as functional users concerned with getting assessment data into a database and using this in conjunction with an assessment management system. This is an add-on to Banner and developed this year primarily in APEX, Oracle's web-based application developer, with additional forms created in Oracle Forms. What this software does is allow non-employees to log on to a web application and enter assessments for student teachers. These assessments are based on rules (also used for faculty assessments in Banner's Self-Service product).This session will discuss the software elements, end user administration (staff responsibilities) and logic as well as the problems encountered. It will also give an overview of how this software fits into our entire Assessment Management System-- a web-based system that pulls the results from the assessment entries (faculty and non-faculty) and evaluates success or failure of objectives and goals.

The Art of Collecting...Assessment Data (0929)
Montgomery College (MC) needed an automated tool for collecting and analyzing data on student learning outcomes and documenting results for assessment planning, quality improvements, and accreditation. A tool was developed through the collaborative efforts of MC?s IT services and academicians and a higher education software vendor. Come hear our story. We may be able to help you in your quest for data collection. This session will cover use of Nuventive's Trac Dat 4.0 application in use at MC since 2006.

TracDat & iWebfolio (BOF) (0809)
This "Birds of a Feather" session will provide an opportunity for TracDat and iWebfolio users to discuss issues of implementation, account maintenance, integration with other services, and solutions for assessment, accreditation, and planning. Current users of either TracDat or iWebfolio are welcome to attend. Although the session is planned for current users, others are welcome to come and learn more about TracDat and iWebfolio.

TracDat & iWebfolio: Integration Works! (0627)
TracDat and iWebfolio combine for a complete solution to assessment and accreditation. This session will provide a demonstration of how TracDat and iWebfolio work together to support and manage regional and professional accreditations at a large university. iWebfolio provides electronic student portfolios for collecting and managing performance data. Those data are maintained over time using TracDat, which also generates annual reports and facilitates university-wide planning efforts. iWebfolio again takes center stage as the "virtual exhibits room" for accreditation agencies. The presenters will show samples of student portfolios linked to accreditation standards and discuss the implementation of iWebfolio across all colleges at a comprehensive university of 23,000 students. Sample reports generated from TracDat will also be provided to participants and will serve to guide a discussion of TracDat's functionality. Finally, the presenters will share the templates created for virtual exhibits linked to accreditation. The session will emphasize the whole solution provided by TracDat and iWebfolio for the university's assessment and accreditation activities.

DegreeWorks

DegreeWorks: Optimizing Student Success (0890)
This presentation focuses on the successful implementation of DegreeWorks as an enterprise-wide on-line student advising and graduation audit system in The City University of New York, the third largest public university. Attendees will learn the best practices in deploying DegreeWorks, and the process used to customize the system to reflect the culture and unique needs of each institution. The session will include a demonstration of DegreeWorks and its modifications to include advisement indicators and self-service web resources. The presenters will share how DegreeWorks enhances service delivery from admissions through graduation certification. Future enhancements to the application will be shared. Attendees will have an opportunity to discuss how these strategies can be applied at their institutions.

Highlights from the DegreeWorks Road Map (0474)
A panel of DegreeWorks specialists will present road map plans and highlight recent product changes from DGW 7.7.2 to the present. Topics include infrastructure changes that reduce cost of ownership; new technologies for the web advising worksheets; features of the Student Planner and the Curriculum Planning Assistant; information on the data interface with Banner Student; expanded scribe features; new areas of auditing capabilities with DegreeWorks; and more.

Implementing DegreeWorks (BOF) (0477)
Several Banner sites will implement DegreeWorks in the coming months. Learn how your campus can prepare for an efficient and successful deployment of this powerful academic advising tool. This discussion focuses on the human, technical, and academic resources needed for a successful implementation. Sites that have implemented DegreeWorks are encouraged to participate as well, sharing their challenges and successes with peers.

Introduction to DegreeWorks (0473)
DegreeWorks is a relatively new SunGard Higher Education offering for Banner Student. SunGard has positioned it as a premium academic advising and degree audit solution for campuses desiring significantly enhanced Web-based advising services through Luminis, student self-service, or other campus portals. This presentation focuses on product design and key features, including a live demonstration of DegreeWorks from within Luminis. DegreeWorks has created quite a buzz throughout the Banner community and this overview highlights the exciting new advising and curriculum planning features it offers, students, faculty, academic advisors, provosts, deans, departments heads, and institutional researchers.

Metrics and Reporting Using DegreeWorks (0883)
The City University of New York implemented DegreeWorks academic advising system in 19 colleges. The University's vision of a 24 X 7 web based system providing over 200,000 degree seeking students, and their advisers with accurate information about degree progress is measured by student usage. Early on, CUNY's campus project managers determined what measurements needed to be gathered to improve service to students. This presentation focuses on the data used to obtain information to determine the effectiveness of DegreeWorks. Enrollment managers and advisors can use this structured approach to determine what measurements are gathered by defining the problem, reviewing data sources, and identifying data collection methods. CUNY's primary metric was student and advisor usage for the purpose of determining effectiveness and improving the student advisement process. Of interest to enrollment managers and institutional research are the term to term comparisons of usage by total students enrolled. The enrollment statistics are sorted by academic level, major, and degree. Comparative data will be shared to demonstrate growth in utilization. In addition, reports are generated by user type (advisor, registrar, and student). Attendees will view CUNY's use of SunGard's Curriculum Planning Assistant tool to generate custom reports for predictive program planning and outreach initiatives.

Using Banner Attributes in DegreeWorks (0475)
Banner Student users of the DegreeWorks academic advising and degree audit solution want to know how to utilize Banner attributes within DegreeWorks to achieve optimum advising capabilities and audit results. Focusing on functionality in DegreeWorks release DGW 7.7.2.D02, this session will discuss how to best utilize critical attributes to achieve desired institutional results.

Using DegreeWorks for Institutional Planning (0476)
Critical challenges face institutions of higher education: student recruitment and retention; appropriate academic offerings to enable students to complete degree requirements in a timely and cost-effective manner; and the delivery of consistent, sound academic advise to assure students' academic success. Both student and institutional performance can be improved by using the Student Planner and the Curriculum Planning Assistant tools within DegreeWorks. This session focuses on the strengths and power of those components with the goal of making sure your campus leverages them to achieve performance targets.

Distance Education Planning Services

Instructional Design for Faculty (0117)
Genesee Community College offers team-taught a 3-credit course, EDF 211 Instructional Design, to full and part time faculty. The course was originally created to support faculty looking to move courses to fully on-line mode of instruction but has evolved into supporting all modes of instructional delivery. This session will review the evolution of the course, the pedagogy and technology training that is delivered to the participants and how you can replicate this at any other institution.

Realization of a Virtual College (1186)
To respond to the tremendous student interest, the College of Southern Nevada (CSN) in partnership with SunGard Higher Education launched a Virtual College in a short time. With consolidated student services and strong emphasis on quality of the education, the on-line FTE growth has been phenomenal. This presentation will include the mission and the vision, the need, the process, the role of faculty, the help of SunGard Higher Education, and the ROI of this successful partnership.

e-Learning

Enabling Campus-wide E-Learning Model (0818)
Come and explore an award-winning innovative LMS/SIS-powered campus-wide E-Learning model that integrates critical success factors and best practices in e-learning design, technology, pedagogy, applied research and professional development. Discuss important e-teaching/e-learning problems and issues, identified via applied client (faculty, stuff and administration) survey research. Experience effective and efficient solutions developed by employing best practices in e-learning pedagogy/applied research and state-of-the-art e-teaching/e-learning technology tools from WebCT/Blackboard, SoftChalk, Respondus, Techsmith, Articulate, Wimba, Microsoft and Adobe. Benefit from authors' experience as a CIO, WebCT/Blackboard administrator/trainer and director of award-winning Faculty Technology Institute Program. Discuss and share best practices experience, expertise and resources on active teaching-learning methodologies and techniques employed for faculty/student engagement, motivation, performance and preparedness for Web-based teaching and learning. Receive a complete EEL Model kit (curriculum, schedule, metrics, feedback/evaluation forms and journal/report samples) to replicate this effective and efficient e-learning model on your campus. ECE model was developed and implemented at Delta State University and is recognized as a top statewide e-learning program in Mississippi. The model is being further enhanced and extended at two additional SunGard Sites in New Jersey -- Ocean County College and Georgia Court University. Target audience: academic and technology leadership, faculty and instructional/technical support staff.

Mobile Learning Pilot Project (1188)
In better response to the needs of the millennium students, the College of Southern Nevada (CSN) used 30GB video iPods in their pilot project to offer content at a time and location convenient to the students. Examples will include using this technology in creating segments for a radio show produced for K-5 students and using vodcasts and podcasts in a FastTrack (12-credit) English as a Second Language (ESL) course. Funding, logistical controls, technology and pedagogy support, and overall assessment will be presented.

General Studies

Plenary Session: Accelerating into the Future (1265)
Accelerating changes in technology, globalization, and psychographics are accelerating policy demands for greater academic productivity, especially for improved affordability and learning accountability. Learn to help your "C-level" colleagues understand how IT-enabled paradigm-shifting academic innovations are creating a globally integrated life-long learning market to meet these demands — while imperiling change-resistant institutions. The targeted audience includes CIOs and other "C-level" higher education leaders, along with all IT professionals who would like to understand better the context in which they are delivering services — services that are needed and welcomed, but that are too seldom being harnessed by institutional leaders to enable and manage the institutional changes required to perform and prosper over the years ahead.

SAM (Student Advisor Meeting) (0338)
In order to continue to increase student retention, SAM was created to provide a mechanism to facilitate implementation of a requirement that each student meet with their advisor(s) on a yearly basis. It is a automated process, with a simple user interface that is seamlessly integrated into the Banner Self Service modules and allows for tracking advisor meetings and providing real-time information on the student?s SAM status. There is also an automated email notification process that alerts students who are in jeopardy. SAM utilizes a concept of a moving one year window in which students are required to meet (in person or other method) with their advisor(s). The moving window provides sufficient flexibility to meet the needs of those advisors with few advisees as well as those with hundreds, while providing convenience and flexibility for the students. It utilizes underlying Banner functionality in order to implement policy in a simple and non-intrusive manner. This presentation is aimed at Advising staff, functional staff responsible for the Self Service modules and the technical staff which support them. This session will cover the functional requirements, a live demonstration and a technical description of how the system was implemented.

Institutional/Strategic Planning

Advising,Demand Analysis,Degree Planning (0571)
The investment in degree audit systems can be fully realized when used for course demand analysis, student degree planning and effective advising. Miami University has partnered with institutions for over 20 years to develop solutions to automate and improve student services. Designed to interface with any degree audit system, the Course Applicability System (CAS) and Degree Completion Planner (DCP) maximize the value on campus. CAS extends degree audit and transfer articulation data to prospective students. Those students can view course articulation rules and request degree audits used to plan future transfer. DCP provides a tool for institutions to create academic roadmaps that suggest the best path to degree completion. Roadmaps present courses in a time sequence order and identify required and preferred selections. Students plan from academic roadmaps to identify future course registrations. Ultimately, analysis of degree audit results and student plans provide valuable data for course demand analysis and curriculum planning.

CIO by Committee: IT & Shared Governance (1176)
There's an old adage that states: "You can't know where you're going if you don't know where you've been." Universities continually examine this statement as they develop strategic plans, wordsmith mission and vision statements, identify core values and strategic initiatives, and, ultimately, action items and assessment metrics. This process is collaborative and intentionally inclusive, utilizing members from every corner of the campus in the spirit of collegiality. However, applying this process to information technology (both the department and the concept) can be problematic at best. This session presents a three-layer structure as a model to successfully implement IT initiatives. The committees (Information Stewards, Applications, and Technology Services) work directly with the President's Cabinet to identify holistic, university-wide solutions for each function assigned to their architectural layer of responsibility. Receiving input from around the university (including two faculty technology committees), the committees define University requirements, identify appropriate technologies, standards and solutions to meet those needs, identify the impact of projects on meeting those needs, and make recommendations to the Cabinet and the CIO. This session details the pluses and minuses of the model: a virtual "CIO by committee" that redefines the role of information technology within the shared governance environment.

How Many Strategic Plans?!? (0194)
Strategic plans seem to propagate like mushrooms as institutions seek to guide their evolution and improve their operations on all fronts. It's not uncommon for a single institution to have strategic plans for dozens of nodes on its org chart as well as for overarching issues and initiatives such as diversity, security, technology, or risk management. Although these many plans may be set in a context provided by the institution's top-level strategic plan, the coordination of the other plans with each other and the top-level plan may be minimal, even haphazard. This presentation, which is intended for institutional planners at all levels, will discuss common approaches to strategic planning, elements of the plans, and methods for coordinating both planning and evaluation processes. The goal is to help ensure that the various plans work together as well as they do individually. Regardless of the plan(s) currently in place in your institution or the model for creating and managing them, this session will sharpen your ability to make them blueprints for action that will move you toward achieving your objectives, not just articulating them.

Students as Our Investors: Why Not? (0907)
Institutions continually work to meet the rising demand for technology within existing resources. Each year the demand for these new and expanded technology services increases with little corresponding funding. Overall, resources for these activities have come from a variety of sources but in recent years students across universities have been asked to contribute directly towards technology through student technology fees. No longer simply students, they are active investors in their technology future. This presentation will discuss how New Mexico State University went from no direct student funding participation to student approval of large funding contributions through student fees. There will also be discussion of how we ensure our students have an active role in prioritizing technology plans for NMSU, how we continue to gain support from our students and student government, how our funding process works in relation to student technology fees, and some of the institutional goals and projects that have received priority. We will discuss our research and reporting on peer comparisons, proposal materials, and effective communication strategies. Come take this opportunity to learn more about student participation in funding of technology.

Web Strategizing for Higher Education (0225)
As colleges and universities make ever greater use of the Web for access to information and services, intelligent management of the institutional Web presence is becoming a critical—and all too often unaddressed—priority. Effective interaction with students (past, present, and future), faculty and staff, donors, community members, and other stakeholders can be ensured for the short and long term with a well-developed Web strategy. This session will describe a variety of scenarios for institutions at this juncture in the history of the Web, as well as recommendations for developing a Web strategy from scratch or revising an outdated strategy. Specific topics will include Web site evolution, strategic use of public Web sites and intranets (including authenticated portals), coordinated management of the content for each aspect of the institution's Web presence, and processes for developing and executing on a Web strategy. Recommended for strategic functional and technical stakeholders in IT, communications and marketing, and Web services.

Instructional Technology Planning Services

SunGard Higher Education in Second Life (0183)
Avatars and Humans Welcome! Find out about plans for SunGard Higher Education's island in the virtual world of Second Life. It's use as a "virtual educational playground" and "alternative educational content delivery area" for program and course development, instruction, instructor training, business meetings and applications, as well as marketing. The presentation will cover current educational uses for Second Life, considering how educators are employing the environment to engage learners in demonstrations, experiences, and analysis. It also includes the pre-requisite skills and techniques necessary to practically implement these student engagements. The presentation concludes by examining some of the emerging applications such as SLoodle and the SaLamader project which are designed to facilitate education within Second Life.

Web 2.0 Whirlwind Tour (0118)
Don't have time for a first life much less a Second Life? You think Meebo is one of those Japanese cartoon characters? You know what blogs and wikis are but not sure why you need one, much less have the time to read any? You still think Flickr is misspelled? And Twitter is something birds do too early in the morning? Well, this is the place for you. This session will be a whirlwind tour of a number of web applications and sites that you probably should know something about but haven't quite figured out why you should.

Advancement Solutions

Advance

Advance & QAS — Protecting Address Data (0803)
Advance and QuickAddress-Protect Address Data presented by Karen Latora, University of California at Davis; moderated by QAS In this session Karen Latora, Director of Advancement Services at the University of California at Davis, will talk about her group?s experiences using QuickAddress to safeguard address quality for institutional fundraising. She'll cover the initial need for an address verification solution, why UC Davis went with their current vendor QAS and what the roll-out and user acceptance has been like. Key to the topic will be an explanation of the difference between front-end and back-end validation and discussion of the numerous address entry points at UC Davis. This is a must-attend session for anyone considering one of the address verification vendors in the market. This session is appropriate for Advance Suite users.

Advance by the Rules (0865)
Business rules play an important role in our daily profession lives. Business rules determine what we do and how we should do it. Do you have a formal set of business rules in your Advance implementation? We will explore how the University of California, Irvine is planning to implement business rules in its conversion to Advance 9.1. Business rules can be implemented using a variety of programming and non-programming techniques. We will examine Advance's Entity Rules component as well as how business rules can be enforced through other Advance components and through programming. This session is appropriate for Advance Suite users.

Advance SIG Business Meeting (0529)
Advance SIG Business Meeting. Discussion regarding enhancements, user surveys, webex scheduling and other collaborative efforts. This session is appropriate for Advance Suite users.

Advance Suite Newcomer Orientation (0351)
Informal orientation for new Advance Suite User Group delegates and first time conference participants. This session is appropriate for Advance Suite users.

Advance Suite User Group Annual Meeting & Luncheon (0352)
Annual luncheon meeting for all Advance Suite User Group conference participants. This session is appropriate for Advance Suite users.

Advance Upgrades: Evolution that Works (0831)
Advance upgrades can be viewed as a part of the painstaking IT infrastructure maintenance required to stay on supported platforms. Here is a different perspective on this annual or multi year project. Don't fight it - embrace the upgrade and more importantly plan for how the new features and benefits can impact your organization. We'll discuss what goes into planning and executing a successful upgrade as well as discussions on how migrating to the web doesn't need to be something we fear. We're here to provide proven techniques, tactics, and share some of the success stories with these types of projects. Come join us and be a part of the evolution. This session is appropriate for Advance Suite Users.

Correspondence Tracking (0268)
UC Davis is coordinating a "Touch Point" report in order to track how many times a record is called, mailed, emailed, etc. Tracking through appeals, email, mailing list, etc. we are developing this report in order to bring awareness to our user community. This session is appropriate for Advance Suite users.

Data Enhancements utilizing AdvLoader (1206)
Learn how California State University - Fullerton utilizes AdvLoader v9.1 client program and MelissaDATA Data Enhancement services to update residential addresses, email addresses, and phone numbers. Also, learn how we utilize MelissaDATA Mailers+4 client program to standardize preferred mailing addresses, dedup mailing lists, parse names and addresses for data imports like new grads load, teaching credentials holders load, etc. This session is appropriate for Advance Suite users.

DataLoader From AWC Tables and Files (0490)
This presentation will show how Michigan State University (MSU) is using AWC loader tables and files to move data automatically from various sources into DataLoader for processing. You do not have to own the AWC product to use the AWC loader tables with Advance C/S. Using stored procedures that run on a schedule, data from SmartCall, colleges, Alumni Association, and even vendors is processed into DataLoader batches in Advance C/S automatically. The batches are processed by data integrity operators and some other users of Advance. The different types of data that have been processed using stored procedures for formatting will also be covered. There was a discussion of DataLoader at the Mid-Year conference and interest was expressed by some attendees in learning more about what MSU is doing. This session is appropriate for Advance Suite users.

Engagement & Stewardship Done Right (1175)
At a CASE District I Conference in Boston (January 22-25, 2005), Laura Quinn, Director of Donor Relations, Smith College and Julia Emlen made the following statement: "Stewardship is the obligation an organization assumes when it pursues and accepts the philanthropy of those who respond to its mission, vision and core values." They went on to say that, "we can design the program to make sure that we are most effective and efficient. After all, we want our stewardship energies directed at bringing our donors to their highest level of philanthropy. We don't want to create un-remunerative labor for ourselves, expending resources that could be allocated to qualifying prospects or bringing in new donors. We don't want to offer stewardship that does not result in a defined set of philanthropic responses from our donors." http://www.emlenassociates.com/workshops/pdfs/TheThickandThinofStewardship.pdf The problem we have all faced is HOW to do this. How do we implement such a program? How do we work with every stakeholder and leverage Advance? With help from SunGard services, Dartmouth figured it out. This presentation will provide the "How To" move from theory to practice. Learn how Dartmouth leveraged Advance to implement the Stewardship "the right way." This session is appropriate for Advance Suite users.

What's new in Advance C/S and AWA 9.2 (1244)
Learn about the new features of Advance C/S and AWA 9.2 from and expert. This session is appropriate for Advance Suite users.

Who Are You Gonna Call? - TRIP BUILDERS (0417)
One of the most frustrating parts of the job for Major Gift Officers, Annual Fund Officers, and Researchers alike is identifying prospects to fill a trip once you have the "trip driver" appointments scheduled. At UVM, we have made the leap from archaic spreadsheets to a database-driven model. "Trip Builders", a researcher/information services collaboration, allows traveling officers to identify a variety of prospect specifications on Advance, a familiar tool that returns live data to them rather than outdated Excel information. The greatest benefit of this model is that the data is "live" and the officers can use a familiar tool to capture what they need. The presentation will include how the model was created, from both a user and programmer perspective, and will show the steps (and miss-steps) taken to get us to the finished product. This session is appropriate for Advance Suite users.

Advance Document Management (ADM)

ADM Solutions Performance — Client Panel (0820)
Advance Document Management (ADM) has evolved to provide new integrated solutions that combine various popular industry-used document imaging solutions with the power of ADM. You're no longer required to take what's "out of the box" for the ADM imaging backend and possibilities are almost boundless to what document imaging engine can be customized for use. This is thinking about integrated solutions outside the box. Come join us and hear about how several institutions have taken this outside the box approach towards document management. We'll explore their ADM solution, their pitfalls in implementing that solution, and the model for success that they've developed. This session is appropriate for Advance Suite users.

Batch Loading Your Gifts (0323)
I have been a SunGard Advance user for 4+ years. At UCSF, using Advance 8.2 and ADM, we have automated check gift processing using transaction files and images from our bank and uploading into Advance. Gift processors view the images on a 2nd monitor to verify and approve the transactions. Approved batches with images are then uploaded to ADM as part of night processing. This presentation will review the lock box process and required customizations to implement the solution. In addition, the presentation will include the processing of other non-lock box gifts and the methods that we use to automate the upload of images to ADM including Other modifications that were made to Advance to allow the upload of non-lock box images such as credit card batches and manual check batches will be reviewed. This session is appropriate for Advance Suite users.

Advance Web Access (AWA)

Advance Web-Banner Student Integration (0845)
Version 9.1.2 of the Web Interface to Advance introduces exciting new integration functionality with Banner Student version 7.4. This presentation will examine the functionality provided including initial loads of student, graduate, and parent data from Banner into Advance, as well as periodic incremental loads of data that has changed in Banner. The session will also cover the technical approach taken to make this work. Harvey Kravis, the architect for the project has 8 years of experience developing software for Advancement Solutions. This session is appropriate for Advance Suite and Banner Student users.

AWA Accessibility Enhancements in 9.1.1 (0632)
This class will provide an overview of the enhancements included in AWA 9.1.1 for Accessibility purposes. The JAWS screen reader tool will be used to demonstrate how it interacts with the enhancement version of AWA. This session is appropriate for Advance Suite users.

AWA Meta data Revealed (0819)
If you are currently converting to AWA, or waiting until AWA achieves a maturity point you are comfortable with, be prepared to make many decisions regarding your AWA implementation. We will examine University of California, Irvine's approach to AWA design and configuration, and how, through an analysis of AWA's meta data, design decisions were evaluated and validated. We will review protocols developed for documentation of the AWA meta data, thereby documenting UCI's AWA implementation, and for the managing version control in AWA development. To successfully design and implement AWA, a comprehensive understanding of AWA configuration developed through an analysis of its meta data in conjunction with the AWA Configuration Utility was found to be invaluable. This session is appropriate for Advance Suite users.

AWA Reporting Solutions Panel Discussion (0524)
Join other AWA customers for a panel discussion on reporting solutions within the AWA tool set. The panel will discuss approaches to reporting architectures, tools and integration, along with successes and struggles. Discussions will range from using the AWA delivered reports, customer developed dashboards and data warehouse solutions along with end user self-service solutions. This session is appropriate for Advance Suite users.

AWA SIG Business Meeting (0146)
Discussion regarding Enhancement priorities, Solution Sharing and collaboration, and Future releases will be discussed. This session is appropriate for Advance Suite users.

Introducing: Advance Mobile (1224)
This SunGard Higher Education led presentation will demonstrate AWA as a mobile application and examine some of the pitfalls in creating mobile applications. The emphasis for this session will be on requirements and challenges. Although this will include high-level challenges related to multiple and diverse mobile devices, it will avoid discussion on specific technical topics and proposed solutions. The session will include a background presentation by the session facilitator in order to set the context for discussion. This session is appropriate for Advance Suite users.

Java Script Usage in AWA (1225)
AWA uses JavaScript to create a more dynamic application. This session will explore how JavaScript is used throughout AWA and discuss how you can add your own JavaScript to create a better user experience. We will examine some typical uses for JavaScript and provide examples you can use in your deployment. This session is appropriate for Advance Suite users.

Software Configuration Mgt in AWA (0457)
The Griffin Operations Team of the University of Chicago had embarked on a two and half month project to streamline its own migration process. Through the use of Open Source tools such as Subversion, NAnt and SVN Tortoise, the team was able to implement best practices in SCM and Issue Tracking which helped accelerate the software development process. The revitalized SCM process supports parallel development, geographically distributed teams, multi-platform environments. Benefits of the revitalized process and SCM tool set: a) ability to track changes at a daily basis and migrate distinct components of AWA meta data and code through branching and tagging in subversion b) find basic coding errors early in the process through nightly builds c) support for multiple streams of concurrent development, capability to perform development work in the midst of an upgrade (AWA 9.0.1 and AWA 9.1) and the addition of new AWA modules. d) clearly delineate roles and responsibilities for software configuration across inter-departmental groups. This session is appropriate for Advance Suite users.

Successful Example an AWA Customization (0734)
Does your organization have a very manual process that needs to be re-vamped? The University of Chicago replaced such a process with a successful customization of its AWA product named Griffin. The Automated Solicitation Clearance process is one of the University of Chicago's most productive Griffin features. Implemented in February 2007, this feature automated a proposal approval process, while enforcing the University's defined requirements for seeking such a request. The Automated Solicitation Clearance feature replaced an extensive, manual data retrieval process, and also ended the need for a quarterly meeting whereby the University's development leadership reviewed proposal requests. This session will cover the story of how this feature came about, the benefits from the change, and how the customization was implemented. This session is appropriate for Advance Suite users.

Advance Web Community (AWC)

AWC SIG Business Meeting (0278)
Discuss current status and future plans of the Advance Web Community product. This session is appropriate for Advance Suite users.

Annual Fund/Telefund

Caller Training: Teach Success (0544)
As phone program coordinators we have a passion for our institution and drive for fundraising. Unfortunately, the typical college student may not always have the same hunger. With Caller Training: Teach Success you will learn effective ways of training your staff into being great callers and fundraisers. Teach your callers professionalism and responsibility coupled with enthusiasm and energy and you just can't lose. This session will cover all aspects of training. Initial caller training for when they first walk through the door, Smartcall training and what we call a first night briefing to completely prepare your callers to do their job. Learn the key to being thorough without providing overload, as well as the key to teaching enthusiasm, persistence and confidence. Successful, well trained callers are the key to a top fundraising phone program. This session is appropriate for Advance Suite, Banner Advancement, and PowerCAMPUS users.

Non-Profit Ethics and Legislation (0291)
Discussing the need to follow the Teleservices Code of Ethics in order to protect the non-profit call center AND a look at state's "monitoring" and "DNC" laws that now refer to non-profit in-house call centers. Are you in compliance? This session is appropriate for Advance Suite, Banner Advancement, and PowerCAMPUS users.

Recruiting, Retaining, and Motivating (BOF) (0979)
Open discussion on how to recruit, retain, and motivate great student callers. Come and share your best practices and fresh ideas! This session is appropriate for Advance Suite, Banner Advancement, and PowerCAMPUS users.

Soliciting Long Lapsed and Non-Donors (BOF) (0983)
How do you solicit "never givers" or "non-donors"? Do you script differently for long lapsed donors. How are your callers trained to handle these calls? Open discussion on changing lapsed donor AND non-donor behavior. This session is appropriate for Advance Suite, Banner Advancement, and PowerCAMPUS users.

General Studies

Advancement Data Services (1234)
Most Advancement offices rely on 3rd parties for various forms of data services. * Attend this session to learn more about data services best practices and SunGard's approach to this subject. * This session is appropriate for Advance Suite, Banner Advancement, and PowerCAMPUS users.

Advancement Managed Services (1202)
Maintaining measurable and high performance for today's administrative systems applications demands diligence and specialized expertise. Even day-to-day maintenance and tuning of these applications can be challenging for institutions whose resources are taxed by a variety of often-competing IT priorities. Unfortunately, hiring, training, and retaining these highly skilled technical staff are difficult under even the best of circumstances. Most internal advancement support organizations are faced with competing priorities and few resources to devote to database administration, operating system support, application administration, and the technical programming resources needed to implement and maintain a dedicated alumni/donor system. All these factors can contribute to significant risk - and delay the implementation and deployment of critical solutions that support the alumni and development mission. This session will focus on support alternatives including remote technical application administration solutions delivery, using industry-certified professionals for database administration, operating systems management, Advance application management, and general technical analyst expertise, all with year-round 24x7 support. Recent client experiences with managed support services will be highlighted with time for questions and answers.

Advancement Office of the Future (0997)
What are the forces at play that will influence the manner in which we work in the future? What technologies might we envision? How will we interact and collaborate? What skill sets will be required? What should we be doing now to get ready? This session will focus on these questions and give some insights into what the experts are forecasting for the next 5, 10, and 15 years. This session is appropriate for Advance Suite, Banner Advancement, and PowerCAMPUS users.

Business Analysis in Advancement Service (BOF) (0629)
Provide information on the role of a Business Analyst. Discuss roles, responsibilities and analysis techniques. Discuss typical artifacts. Review one template for a functional specification. This Birds-of-a-Feather (BOF) is appropriate for Advance Suite, Banner Advancement, and PowerCAMPUS users.

CASE Benchmarking Project (1238)
Do you have right tools for the job? Come learn about CASE's (Council for Advancement and Support of Education) exciting new Benchmarking project. CASE has 3,300 member institutions and 51,000 individual advancement professional members, making it one of the largest educational associations in the world. CASE is developing a web-based customizable survey and onscreen results display system, where members can benchmark themselves against peers. This session is appropriate for Advance Suite, Banner Advancement, and PowerCAMPUS users, and any communities of practice interested in benchmarking for continuous improvement.

Institutional Web Design (1205)
Delivering on the vision and the promise of the Internet as a tool to connect students with their institutions depends on the implementation and coordination of several key technology-driven systems along with a best-practices-based business process model. One of the key systems most often overlooked is an institution's external web presence. While an institution's portal system is considered a mission-critical service, often the external website is treated as a minor side system with a narrow focus such as general marketing or simple information presentation. This session will explore the ways in which an institution's external website may be integrated with the portal and other electronic systems to provide complete coverage for all end-user information and transactional needs. This session is appropriate for Advance Suite, Banner Advancement, PowerCAMPUS users. All Institutions.

Performance Boosts for User Support (0367)
When Chicago deployed Prospect in AWA, they continued to support their legacy system while developing the next AWA functional roll-outs. With capable support staff stretched unbearably thin, and more recent staff additions needing to get up-to-speed on the new products, Chicago implemented an unusual temporary solution intended to ensure that users got a response within an hour during normal business, while not committing a valuable staff person to manning the support desk full-time. This temporary experiment (which garners frowns from various "experts" when they first hear about it) has turned out to be a fabulous success, and because of this success has remained in place for over two years. During this time, we've learned a number of interesting lessons and experienced several pleasant surprises; this presentation will lay them out, and hopefully get the class talking about other new ideas for bringing the best support to users. This session is appropriate for Advance Suite users.

The Advancement Landscape: Opening Sessi (1237)
Please join Fred Weiss, Executive Vice President, Field Operations, Advancement Solutions for a general opening session for all clients using one of SunGard's advancement products. *�All Advance Suite, Banner Advancement, and PowerCAMPUS clients are encouraged to attend this informative session.

Membership/Dues

Membership SIG Meeting (0801)
Discussion on the advance membership module problems, solutions and enhancements. This session is appropriate for Advance Suite users.

Prospect Management & Research

Advancing the Possibilities (0934)
Emory University's fundraising culture has experienced a radical change during the last 2 and a half years, going from a completely disaggregated array of unit-based Development Officers, to a single fundraising unit, with Unit Officers centrally coordinated. Such a radical transformation has been made possible only by Advance. This session will relate how the current Performance and Prospect Management Program at Emory University was developed almost from scratch, by taking advantage of Advance 8.3.1 and Advance Web Access' multiple capabilities. But whether attendees are Advance users or not, the purpose of this session is to show how to take advantage of any database capabilities to build a program, set goals and influence cultural change in an organization. While Advance provided the frame for Emory University's Development program; Performance Metrics, Data Mining, Pyramid Calculations, Prospect Tracking, Campaign Reporting, automated e-mails, etc. became invaluable tools to influence Vice Presidents, Development Officers and IT, in order to build consensus and support for our Prospect Management Program. We would like to share with our audience best practices, tactics and techniques we implemented to build reports, design and enforce policies and procedures, and enhance internal communications among Development Officers, to transform fundraising in your organization.

Automating Prospect Assignment Requests (0423)
Who is managing the prospect assignments process for your office? Does the responsibility belong to one of your researchers, a development administrator, anyone? Wherever the responsibility lies, the process of setting up and maintaining the assignments for a prospect can be cumbersome. Due to a reorganization of prospect management responsibilities and the complexity of the process, Colorado State University has created a solution that comprehensively automates the prospect assignment request and approval procedures. The system allows development staff to log requests for assignment of new or existing entities, input rationale for the request, request unassignments or changes to assignments, and view the status of all pending requests. Management uses the system to review all requests, rationale and other comments in making a decision to "approve" or "reject" the request. Once approved, the system automatically fulfills the request. This non-technical presentation/demonstration will include an overview of the Request Prospect Assignment program that the technical and prospect research team at Colorado State University has developed. By integrating with the capabilities of a web-based program the Request Prospect Assignment facility provides a mechanism for efficient and public managing of prospect assignments. The target audience for this session is experienced, functional, and technical users. This session is appropriate for Advance Suite.

From Datamining to Development (0308)
This presentation will demonstrate the Texas A&M Foundation's approach in providing our development staff with new potential major gift prospects and a new reporting mechanism in which to track and move their prospects through the development cycle. We began by data mining a subset of entities and identified a group of unknown potential prospects. Once identified, prospects were tagged in the Advance Demographic Profile Table and assigned to the appropriate development staff. With a few minor modifications to our Advance database, and the creation of a new report, we have empowered the development officers to quickly and easily access and modify their prospect portfolio. This process has made it possible to track the progress of major gift prospects through the semiannual review of a unit, as well as, monthly management reports. This presentation will be based on the Advance 8.2 client, and programmed in Sybase. The intended audience will be anyone interested in the prospect management screens within Advance and tracking mechanism in use by Texas A&M Foundation. This session is appropriate for Advance Suite users.

How to Maximize your Data Models (0947)
Three units within the Advancement Division at Tufts University engaged in three separate Data Modeling projects on Tuft's constituency base. The challenge for Tufts Advancement Information Services and Prospect Management Office was to help front line staff interpret and utilize the Data Modeling results in Advance 9.0.1-- with the ultimate goal of identifying prospects with a greater likelihood of giving or making a major/planned commitment. There are three different audiences for the data models: 1) Research staff who need to identify those who received a high modeling score but are not yet prospects. 2) Prospect management staff who need to push identified, though unassigned prospects through the prospect pipeline and 3) Development Officers who are going on a trip and looking to supplement their portfolio. Come and find out what Tufts did to address these needs in this session! This session is appropriate for Advance Suite.

Prospect Mgt: Make It a Team Effort! (0342)
This presentation will focus on best practices in the field of prospect management as tried and proven in the Office of Advancement at Queen's University at Kingston! Specifically, the presenter will take you through the different aspects of a prospect manager's role, how to use your database to allow for the input of all fundraising staff while maintaining the integrity of prospect records, and how to motivate fundraisers to use the database effectively. This presentation is aimed at those who have recently entered the field of prospect management, and at experienced prospect managers who are interested in finding ways to engage front line fundraisers in the prospect management process. This presentation will interest all Advance users who are thinking of using the Advance proposal window to maximize reporting capabilities. The Office of Advancement at Queen's University currently uses the 8.1 version of Advance. The presenter has five years of experience working with Advance. This session is appropriate for Advance Suite.

Records Management

Clean Data: Guarantee for success (0360)
A class that will focus on quality control methods, data diagnostics and checks to verify the data in your database is optimal. Getting data clean and tuned up is key to support the fundraising activities of any institution, it is easier to do data mining, it is easier for reporting, effective data administration allows better communication with your database constituents, facilitates your employees work and maximizes the return on your software investment. This session is appropriate for Advance Suite users.

How We Got Our Lost Rate to 1 1/2% on $57.53 a Day (0754)
The constituent address is still the fundamental key to alumni relations and fundraising and, in a time when privacy considerations are narrowing our access to social security numbers and even dates of birth, it's once more an important key to identity as well. That puts the pressure on those of us in the business of keeping in touch because people move. A lot. The lost rate is a handy way to measure how well we're doing at tracking those elusive alums. At Oregon State University Foundation, we've lowered our alumni lost rate from 15 1/2% to 1 1/2% and kept it there for a year and a half. In this session, we'll talk about strategy, definitions, what we did to get there, what we do to stay there, the tools we use, staffing and what we spend. We'll also take a look at issues behind the lost rate statistic. For those interested in annual giving, records management, and planning for campaign support. The presenters have worked with the Advance for over ten years. This session is appropriate for Advance Suite users.

SmartCall

Creating and Updating Monet Screens (0614)
Are your callers tired of looking at the same caller screens but you don't know how update them? Are your screens outdated and not effective for your callers? Join us in this class and let me show you how to create new screens or better utilize the ones that you currently have. Monet is a product that can be somewhat difficult and tedious to maneuver through. I am hopeful that this presentation will benefit you in understanding these obstacles and provide you the knowledge that you will need to use this product effectively. We will have a brief introduction of Monet, review how to create prospect forms, labels, data fields and drill downs screens. This class would be beneficial for both novice or experienced users of SmartCall.

Segments, ASK, & Script Strategies (BOF) (0353)
An open discussion of best practices for Segmentation, ASK, and Script. What works and what doesn't and how to decide which is best for your institution. This session is appropriate for Advance Suite users.

Smartcall SIG Meeting (0149)
Smartcall SIG business meeting. This session is appropriate for Advance Suite users.

What's New in SmartCall 9.5 (1246)
Learn about the new features of SmartCall 9.5. All new features will be reviewed, including PCI compliance using CyberSource and Banner/SmartCall integration. This session is appropriate for Advance Suite.

Special Events

Events SIG Meeting-Advancement Solutions (0290)
The Events SIG Business Meeting will take place at the SunGard Summit in Anaheim, CA. During the meeting, we will discuss the current product release, development of the next product release, election of officers and other SIG business. This session is appropriate for Advance Suite users.

Strategy/Management

Alternative Funding Strategies for IT (1169)
Business Unit: Managed Services Audience: All Institutions Delivering improved services to meet technology expectations of students continue as top priorities for institutions. Tight budgets and increasing demands for IT services require searching for new or expanded sources of revenue. This session covers identifying, assessing, and applying for appropriate grant opportunities to help you fund strategic IT initiatives. This session is appropriate for Advance Suite, Banner Advancement, and PowerCAMPUS users.

Business Intelligence Made Easy (1174)
Dartmouth College presnted its early use of ADVIZOR at Summit 2007. This presentation will share what happened as ADVIZOR took off: there are dozens and dozens uses cases with clear ROI, organizational changes have happened organically not top down -- changes that had not been possible prior to the ADVIZOR implementation, enthusiastic user ownership of data, an emerging understanding of the invaluable data assets available to Dartmouth (between all of our administrative systems, we're sitting on a gold mine that we have not previously been able to tap), an emerging understanding of the role that data can play in effective decision making. This presentation will provide you with the "How To" road map for implementing a business intelligence data mining solution that can be accomplished with a few programmers, a few analysts, and a few "champion" users. We will cover how we decided on the product we chose (ADVIZOR), what kind of technical infrastructure was required and what we chose to do, and we will discuss what we might do differently if we had to do it all over again. This sessions is appropriate for Advance Suite,Banner and PowerCAMPUS users.

Migrating to Oracle/AWA (0864)
UC Santa Barbara began the Oracle/AWA migration in June 2006 and will roll out the migration in May 2008. The presentation which will include folks from UCSB and maybe other participants (UC Irvine, Texas A&M) and focus on sharing what we did and learned along the way. This session is appropriate for Advance Suite users.

Technical

Adding some Style to Advance (0015)
This presentation will explore how and where the standard AWA style.css elements are used, walk through which .aspx files control the sizing and spacing on the AWA interface, and provide examples and tips for making site-specific changes and additions. Examples will include implementation of color/font changes, graphics, title and menu frame sizing, and more. Target audience is Advance AWA users, administrators, and technical services folks. Examples will be provided using Advance AWA 9.1. The presenter has over 11 years experience as an Advance consultant, and has worked in the fund raising industry for 21 years. This session is appropriate for Advance Suite users.

AWA Client Clinic (1207)
Join AWA support and product experts for a brief presentation and Q & A session on AWA installation, upgrades, performance, and tuning. Learn the insiders tips and tricks during this interactive session. This session is appropriate for Advance Suite users.

Crystal Reports: Parameter Party! (0850)
Teach your old reports new tricks! Make your reports more flexible by adding run-time options with static parameters. Use dynamic parameters to customize a report based on the ever changing values in your database. Break down enormous select lists with cascading parameters. We will also cover the use of parameters with SQL Commands and formulas. The class will be based on Crystal Reports XI Professional, release 2, with examples drawn from Advance 9.0.1. A basic understanding of Crystal Reports will be necessary.

Effective Mass Emails in Advance (0491)
The focus of this class will be to show how Emory University has implemented Advance and Exact Target to send target e-mails to our alumni, friends, students, etc. during our capital campaign. More importantly, how we are processing that information back into our Advance system on a daily basis.

Gauge Mailing Effectiveness using AWA (1248)
The University of Tennessee is in the middle of a seven year, one billion dollar fundraising campaign. The Vice President for Development and Alumni Affairs recognized the important part that planned giving would play in meeting that goal. This presentation will explain the enhancements we made to the ANDI system (our implementation of Advance) to provide information to him and to the fundraising staff regarding the effectiveness of the current planned giving solicitation strategies. We will present our solutions for being able to: * customize the nature of the solicitations a prospective donor would receive * track the mailings and who received them * record the receipt of and nature of responses from a prospective donor * record the actions taken by UT as a follow-up to these responses * provide information regarding commitments made or in process as a result of a mailing.

Graphs and Cross-Tabs with Crystal Rpts. (0901)
Interested in new ways to report on data? Are you using Crystal Reports and its charting and cross-tab capabilities to your best advantage? Learn how to create charts and cross-tab graphs using Crystal Reports. This class will demonstrate the ease of creating reports using these techniques with data from Advance tables. Participants will see several of the styles available when including a chart or cross-tab in their report and how easy it is to change styles. The class will also show a report with both a chart and cross-tab using the same data set. The primary data used for this demonstration will be from the task and task responsible table and will show how statistics can be viewed based several of the data fields including status, priority, purpose and assignment type. This session is appropriate for Advance Suite.

The Innards of DataLoader (0853)
DataLoader was totally re-architected in the Windows Interface to Advance (Oracle) version 9.0.1, and was introduced to the Web Interface to Advance in version 9.0.2. This in depth technical look at the new architecture will cover the Oracle packages involved and how we use meta data to drive the process. Harvey Kravis, the architect for DataLoader has 8 years of experience developing software for Advancement Solutions.

The Migration of a Configuration (BOF) (0810)
Compare and contrast the strategies we have developed for migrating configurations through development environments and into production. Migration topics and considerations can include TMS values, security, forms, pros/cons, PLSQL, utilizing available tools to facilitate the process and isolating specific change(s)(e.g. form)/taking all every time. Intended discussion for technical audience (programmers/developers, DBAs, technical project managers). Based on UR implementation - Advance AWA 9.01 implementation, 2 years development (July 2006), 1 year production - Biographic Inquiry, Prospect Management Maintenance (May 2007). Phase 2 is currently in development (AWA 9.10/9.11, Gift, Bio maintenance) slotted for go-live July 2008 This session is appropriate for Advance Suite users.

Banner Administrative Solutions

Banner Accounts Receivable

A Lighter Load in the Business Office (0418)
The College of St. Scholastica developed innovative procedures to minimize duplicate and manual data entry of student account activity using tools such as Banner Web Survey, Banner Lockbox, and SQL loader scripting. These processes save the business office many hours of manual entry, potential for human error, and allow our students to use Banner Web for authorizations and waivers. Examples of processes impacted by these innovations include automated parking fines, insurance waivers, payment on student account through student payroll and numerous other tasks in the business office.

A/R Refunds - Who Deserves the Credit? (0665)
How do you know if you're really refunding your customers correctly? In this presentation, we'll show you how Southeast Missouri State University refunds our customers accurately through creative reporting without modifying Banner baseline forms and without running popsels. While Banner flags everybody with a credit balance, not everyone deserves the credit. There may be issues due to: * Return of Federal Title IV funds, * recent uncleared check payments, * dropping below required hours for Federal Title IV funds, etc. We'll show how we have complimented TSRRFND by writing additional in-house software to enhance the refund process. These enhancements have been placed in Job Submission (GJAPCTL) to emulate Banner baseline. The major advantage of this Southeast-written enhancement is the automatic mass-unflagging of accounts that should not be refunded based upon user-defined criteria within the parameters of job submission. Additionally, our reports allow quick viewing of account and record information and provide details on accounts with a balance due after the refund has been processed due to Education Only on TIV through TVAAUTH. We'll also show how you can separate your actively enrolled students from your inactive (or non-) students. In the end, you'll know who deserves the credit.

Agreement to Pay & Keep Parents Informed (0046)
This session will demonstrate how RHIT is utilizing the Banner system to track payment acknowledgment and FERPA authorizations. Students register for courses via the Student Self Service module. Because of the paperless approach, it is necessary to capture the students acknowledgment of payment and possible collections costs associated with their tuition accounts. With minor modifications, we are using the Banner survey module to accomplish this. Secondly, many of our students tuition accounts are paid for by someone other than themselves (ie. parents, spouse, grandparents) so our student billing office needs to be sure that we have the students' authorization to discuss their student account with others. We are using the Banner system to track receipt of the FERPA authorization and any objections the student may declare. The FERPA is also the first step in allowing the students to authorize their parents to view their grades, schedule, account detail etc. by using our in-house developed Web for Parent product.

Application & Unapplication of Payment (0570)
So how does application of payment and unapplication work? What is really going on? Come find out. Is there an order to Application of Payment? Why does unapplication of payment work differently on-line from batch. Come find out the answers to these questions and others. TGRAPPL and TGRUNAP — a key part of Banner AR. Application of Payment can be run on-line or in Batch. There can be a difference and most clients don't realize that. Also, there is a very specific order in which application of payment analyzes and applies payments. Again, most clients don't know or understand the proper order. This session is designed to review the order in which application payment applies transactions and to use the parameters to assist in getting the results that the client is hoping to achieve. Unapplication of payment is still a mystery to most clients. Users understand the on-line process, because the choose what to unapply, but the batch job has them scratching their heads in the dark. This session is an attempt to shed some light on what the batch job is really doing and why the results can be very different than when processed on-line.

AR Users Guide to Reconciling (0840)
This session is for anyone who has ever had to solve the problem of tracing a net difference in Banner Finance to a student account or even further to a student's Financial Aid disbursement. While the overview is based on the multiple clearing account structure which George Mason University implemented to facilitate clearing of Student Financial Aid to AR transactions, the processes explained can be use in many AR to Finance reconciliation applications. Our reconciliation process is based on simplest SQL queries and Microsoft Excel tools which most reconcilers already have access to today but are often overlooked. If you're new to Banner and know you'll be responsible for clearing accounts this session will give you a jump start on keeping Banner in balance. For the rest of us seasoned Banner reconcilers come learn a trick or two to find that needle in a haystack.

Beyond 000 & 999 (Priority Codes) (0576)
Have you ever wondered what the priority field is really used for on the Detail Code Control Form? Do you question why the field is there if all charges are 999 and all payments are 000? This session will explain the mystery behind priority codes and how to utilize those codes to control the order in which charges are paid and the order that payments are used. Yes, you can control the order in which payments are used and the charges that those payments will apply to. See how priority codes really work. Examples of how to use priority codes and how to set-up priority codes to accomplish various application of payments will be demonstrated. Come see what you could be missing in your AR set-up.

Exemptions — How Easy is That? (0986)
This session is intended to inform users about the use of exemptions in the Accounts Receivable module. What would prompt you to create an exemption over a contract? What are some of the typical exemptions that schools would need to create? We will cover a variety of exemptions and how to create one from scratch. In addition we will look at the requirements on generating a mass feed of transactions. Attendees will be shown a wide variety of uses for exemptions with a range of complexity in their requirements. Lastly we will demonstrate how McGill implemented a user-generated (i.e. student) exemption for student society fees that are opt-outable and the link to TSADETC. Attendees will be encouraged to share their unique uses of exemptions.

Implement AR E-Bill Functionality (0273)
Savannah College of Art and Design implemented the e-bill functionality released in AR 7.3 of Banner. Our goal was to display 3 months of bills in SSB for the students to view while also having the same bill viewable through Banner for our Bursars office. We use FormFusion script director to break the bills by statement number into PDF files and store them on the Banner server. This presentation will take you on a step by step tour of the process we took to activate the e-bill functionality in Banner, SSB and FormFusion. This presentation is most appropriate for technical folks.

Integrated Cashiering & Web Payments (0837)
See how Southeast Missouri State University (SEMO) improved their revenue collection process while leveraging Banner and the interoperability of CORE's robust revenue collection solutions. You will see first hand how SEMO leveraged the integration capabilities of CORE's interface to Banner to get the most out of their cashiering, self-service (web) and departmental deposit applications. In this informational session, learn how unified account information benefits your cashiering, self-service and departmental revenue processes. The session will illustrate how CORE's suite of revenue management solutions will introduce immediate increased efficiency to your school's financial environment. Learn about: * A consolidated user-interface showing the students adjusted balance * Generating summary totals for definable groups of detail codes * User-configurability * Check Imaging and ACH conversion * Maximizing your integration to SunGard Banner and Non-Banner financials * Comment writing, viewing and editing capabilities * Creation of fixed and dynamic payment plans * Student deposits, miscellaneous charges, targeted payments and more.

Plus Loan Parent Refunds (0293)
Learn how to automatically refund Federal PLUS loans to the parent if the parent has not given permission for the student to receive any proceeds of the loan.

Revving Up the Bookstore Performance (0884)
With a target audience of Financial Services, Finance, A/R, and the Campus Bookstore, the class serves as an instructional tool and guide to the implementation of applying a student's Bookstore AR transactions to their student's AR account in Banner. The ability to allow students to utilize this feature is based on rules and guidelines set by the Financial Aid, Financial Services, and the Bookstore of the school. Some rules and guidelines will be discussed in detail while others will be summarized because they will be specific to each school's wants or needs. We intend to show how our school and campus bookstore is aiding students in their purchase of textbooks and supplies in a timely manner based on applied financial aid and pending financial aid for a school term. We will share our first draft specifications and show how it evolved from an idea to execution in our Production environment. We also want to share some thoughts of our next phase building on the technology and terminology in addition to refining specifications already in place. We have geared our school to giving our students the best possible experience with technology throughout their college careers.

Understanding and Using TGRRCON (0586)
A review of the basics: What appears on TGRRCON and how to use it as a tool in reconciling Banner AR to your General Ledger. A review of how TGRAGES fits in the picture will also be discussed. This session is for beginners and intermediates and can be beneficial to both Finance clients as well as Non-Finance clients. This session will walk-through the TGRRCON report column by column so the audience will understand what they are working with. It will review the parameters for the job and what they mean. The presentation will then review the relationship between TGRAGES and TGRRCON and the General Ledger and TGRRCON. How TGRAGES can be used to assist in researching discrepancies. The session will also review the circumstances under which the jobs should be run.

Banner Advancement

8.0 Enhancements Banner Advancement (0836)
The Banner 8.0 release provides many technical enhancements that Banner Advancement clients have long anticipated. The expansion of name fields, address fields, and currency fields have all touched the Banner Advancement module. Learn which fields have been expanded across the Banner Suite and uniquely within Banner Advancement. The presentation will provide you with the information that you need in order to review your institutional reporting processes and determine how these enhancements may affect your existing reports. In addition, time will be spent reviewing how the Supplemental Data Engine enhancement can be utilized within Advancement to solve some institutional needs without customizing the database.

A "Poor Man's" Endowed Fund Tracking (0857)
This project allows you to track key attributes of an endowed fund using standard banner forms. The technique uses the Banner Advancement Module solely and does not utilize the Finance endowed fund module. We are able to capture information about key donors, recipients and financial data along with detailed comments and description allowing us to utilize this information in planning and in stewardship activities. It can then be reported upon and searched, quickly conveying data to leadership gift officers and other advancement professionals. Combined with downstream and upstream processes, our techniques eliminated hundreds of hours of manual work and produces automated stewardship reports.

Adv Self-Service Set-Up and Searches (BOF) (0833)
The Banner Advancement Officer Self-Service enhancements delivered in version 7.4 provide a great deal of flexibility in creating and managing searches that differs from prior versions. The enhancements incorporate more search criteria and provide the ability to combine search criteria that was previously segregated. In addition, there are new gift summary tables delivered to support the query mechanism. Many clients have found these new tables to be beneficial to reference for other reporting needs. Learn the details involved in setting up the self-service product to utilize the full functionality delivered with the Banner Advancement Self-Service 7.4 release.

Advanced Advancement Tips & Tricks (BOF) (0773)
Now that you have mastered fundamental Banner Advancement functions and processes, take record-keeping and maintenance to the next level. SunGard Higher Education consultants will share tips and tricks with clients who are ready to go beyond Banner Advancement basics and address more challenging topics related to, for example, reporting and data extraction.

Advancement Feeds to Finance (0130)
Purpose: To show Oakland University's process of handling pledges, payments and gifts in Banner Advancement and the effect it has on Banner Finance through automatic feeds from the "thought" of a pledge being entered in Banner Advancement all the way to the pledge being completely paid or written off. Allowance for doubtful pledges, reconciling Advancement to Finance, and pledges from a legacy system will be discussed. Benefits: An understanding of the integration between Advancement and Finance and using the system to efficiently care for your pledges.

Advancement Night at the Lab (HOT) (0851)
A favorite for the past five years, this session provides a hands-on, interactive environment for users and SunGard Higher Education employees to explore the Banner Advancement, Banner Advancement Self-Service and other Banner Suite Unified Products. This evening session is designed for folks to come and go, explore areas of the solution set that they may have never experienced or experiment with new concepts learned at Summit. The session is never full!! You are welcome to come — even at the last minute. The seating limit for a typical hands-on session is ignored for this environment structured to support SunGard Higher Education, presenters, and clients networking and sharing information in a hands-on setting.

Advancement Officers-Banner On The Road (0721)
Using Banner Advancement, Luminis delivered channels for Banner Advancement and Self Service for Advancement Officers, this session will show various ways to support development staff who have a need to access Banner data remotely.

Advancement Tips & Tricks (0502)
This presentation provides new Banner Advancement clients with some hints on basic Banner Advancement processes. In addition to the presented material, questions will be taken from the audience.

Advancement to Payroll to Finance (0209)
This session will teach you how we automated payroll deductions from gifts received. The presentation will walk you through all the Advancement forms, the Payroll forms, as well as the Finance forms. This will give you a comprehensive understanding of the entire automated payroll deduction process. It will provide a clear explanation of the relationships between each of the Banner modules affected by this process. This presentation will also offer tips for solving common problems with automated payroll deductions.

APPSTDI Adv/Student Interface (BOF) (0824)
An open discussion session is designed for individuals who are interested in hearing how various institutions are utilizing the APPSTDI process and are interested in networking or simply identifying institutions with policies similar to theirs. What setup do they use and why does this work best for them? The moderator of this session will provide discussion points to get the conversation started and will facilitate this opportunity for each participant to network.

APPSTDI—Banner 8.0-Technical Perspective (0817)
Are you interested in specific technical details about the changes that are delivered in the Banner 8.0 APPSTDI process? Has your institution customized the current APPSTDI process and you are interested in learning if these customizations are still necessary? Hear a technical presentation detailing where within the student database information is pulled, how it is processed by APPSTDI and where it is populated and/or made available for Advancement pages to display, and how the reports can provide a better audit of what the execution of the process has accomplished. This detailed review of the enhancements made to the Banner Student to Banner Advancement delivered process is sure to provide you with the necessary knowledge to utilize these new features in the best possible way for your institution.

Automating the Freshman Parent Load (0612)
The University of Scranton automated our load of Freshman Parents into Banner Advancement 7.4 this summer with rave results. Using our Luminis portal students entered the data, it was reviewed by Development staff and then uploaded to Banner. Benefits: 1. Time - Instead of taking all the time of two data entry clerks most of the summer, we were finished with the parent load in about a week and a half. 2. Happier staff - The Freshman Parent load was a dreaded drudge, with much repetitive data entry to create a constituent record for each parent. This is no longer the most dreaded task of the year. 3. Accuracy - we went from hand-written paper forms to on-line forms completed by the student... no more interpreting the student handwriting! 4. Wealth Screening - we were able to send our freshman parents for wealth screening during the summer so prospect research could start their review much earlier. This session will cover the specifications developed by Advancement, our process of working with our IT staff and the end result. The University of Scranton has been a Banner client since 1992.

Balance and Banner Advancement (BOF) (0675)
Implementing and using Banner Advancement can be challenging for any advancement office, but implementing Banner Advancement in the absence of clearly defined business policies, strategies and staff roles can be even more challenging. Using a composite Advancement implementation as an example, this session will analyze the importance for establishing policies, balancing staff roles and strategic planning before, during and after an Advancement implementation.

Banner 8.0 Advancement/Student Enhancement (0816)
This session provides the details of all the enhancements that have been made to the delivered APPSTDI process within Banner 8.0. Attendees will leave this session with a functional understanding of the flexibility and overall functionality of the Banner Student/Banner Advancement delivered process for promoting students to constituents. The wide range of options supporting a variety of institutional preferences and policies are supported by the enhanced APPSTDI process.

Banner Advancement -- Connections (0163)
This session provides an opportunity for you to connect and meet other Banner Advancement representatives attending Summit. The SunGard Higher Education Banner Advancement staff at Summit will also be introduced. The session is structured to encourage networking. There will be opportunities to meet individuals from like type and size of institution; to connect with folks that have the same legacy system; to find people who work within similar organizational structure. These opportunities, provided at the beginning of Summit, provide a way for you to connect and collaborate with others throughout your Summit experience. As you listen to a variety of presenters, from many different types of Advancement offices, you are encouraged to engage in follow-up conversations with others like you to better understand how you can bring valuable ideas and solutions back to your campus.

Banner Advancement & Community Colleges (BOF) (0771)
Fundraising and friend-raising for smaller, community colleges may raise different issues than these challenges present for larger, four-year institutions. For various reasons, capturing and keeping the attention and support of community college graduates poses a unique challenge for two-year institutions. This session will provide creative solutions for developing business practices for community colleges and building these policies into your Banner Advancement solution. In addition, this session will provide an opportunity for representatives of community colleges to brainstorm these issues with their peers and colleagues.

Banner Advancement Data Integrity (0725)
Correct, Complete, Current, Accurate, Reliable: Are these words your administration, development officers and boss would use to describe your database? Is your database as clean as possible? This session will help you achieve a high level of database integrity and enable you to keep it! Numerous methods for database clean-up will be discussed and several scripts will be shared. Intended audience is Banner Advancement end-users, directors of advancement services or technical staff who support these areas.

Banner Advancement Product Kick-Off (0267)
Join SunGard Higher Education as we kick off the 2008 Banner Advancement track! In this session, you'll hear more about the future of your Banner Advancement solution, how it contributes to and utilizes the various Banner Unified Products. This session will include an overview of how future enhancements can benefit your institution. After attending this session you will have an idea of where and when within the Summit 2008 program you can learn more detailed information on content most relevant to your program and institution.

Banner Advancement VSE Report (BOF) (0514)
Banner Advancement VSE Report - Code set up within Banner Advancement, data entry guidelines and application of report.

BXS - One Good Idea (BOF) (0937)
Have you gone live with BXS and have a best practice or even just a good idea to share? Have something you wished you knew then that others might benefit from now? Bring your institutional practices and recommendations to share with eager peers. This session is for those who have "been there and done that" as well as for new users who want to learn some helpful tips and tricks. If you are already using BXS or contemplating a purchase, this session will give you an opportunity to network with experienced users.

Counting Alumni: How Hard Can It Be? (0536)
Harder—or at least more complicated—than you might think! Alumni participation is one metric that's getting increasing attention, everywhere from the national media to ... your boss? Why has this gotten to be such a big deal? What are the rules, anyway? What are the challenges? What are the temptations? Is there any chance that your "creative counting" is going to land you on the front page of a major newspaper? This session will explore a full range of issues involved in this increasingly charged endeavor. From mundane matters like terms and definitions to some technical and conceptual issues to the context that's making this such a sensitive statistic. We'll look at how to put your best foot forward ... and warn about steps that cross the line. Our goal will be to equip participants using any advancement system not only to be knowledgeable about the actual counting of alumni but also to be fully engaged partners in the policy discussions that shape those counts, and to suggest some statistics to have at your fingertips to help policy makers reach the best possible decisions.

Development Officer & Staff Tools (0825)
Development Officer & Staff Tools - Reports/Self Service/INB - What we use and how we use it. Pacific has recently completed a successful $200M fundraising campaign achieving success well beyond our goal with funds raised in excess of $330M. We would like to share with you some of the tools we used (and continue to use). The ?tools? discussed will be both baseline and custom. Discussion will include what we do use and what we don?t use and why.

Development Services at Times of Crisis (0935)
Fundraising is an integral part of crisis management and recovery plans of any University/School whether it's a natural disaster, war or other form of challenge. The role of fundraising team at times of crisis is considered very valuable to the University/School in managing the crisis. In this session we will go through issues related to: - Development Crisis Team - Information Systems - Emergency Prospects - Approaching Alumni and Donors - Communication Tools - Ecampaign - Staff housing and safety - Crisis Reporting - Gift processing - Crisis Stewardship

INB Security End-to-End (1151)
You can have it all! Please the users, the auditors, and the Banner security administrators. Tips, tricks, and best practices on granting, maintaining, and timely revocation of access in INB (Internet Native Banner) with the goal of reducing the security administrator's workload, enhancing user productivity, and improving institutional security. See how this can be done by streamlining access requests and approval methods using SunGard's Workflow system, and by implementing small database-level functions to return big results.

In-House Phonathon Using Banner (0492)
Are you tired of printing cards for your Phonathon callers and your school is just not big enough to justify purchasing a software to do Phonathon? Rose-Hulman Institute of Technology's Development Office has designed a Phonathon program that works within Banner using custom forms, tables, and reports. We began in the spring of 2007 with the implementation and it has grown from there. Our students love it, and have offered suggestions on improvement. You can segment your base with different calling strategies for each student. We also have live web reports that show each callers success for that evening as well as over the entire Phonathon. From inception to implementation, this class will show how just a few months of design has paid off in big ways. We still have ideas for improvement and expansion, but this has proved to be the answer for our school.

Integrating EMS Campus with Banner (0634)
Learn first-hand from an industry peer the benefits of integrating EMS Campus with Banner for your department, campus or even your entire university or college. With EMS Campus, the three primary facets of campus-wide space management * academic scheduling, event management and campus calendaring * are seamlessly incorporated into one * complete campus scheduling * product. EMS Campus was designed specifically for colleges and universities. Whether you're looking for a way to streamline communication between the registrar's office and academic departments; offer faculty, students and parents anytime access to entire lists of academic and/or non-academic activities across your campus; or efficiently organize your available rooms and resources for an upcoming event, discover how EMS could be your one-stop solution. This class is intended for registrars and meeting and event planners at your institution.

Integration of Membership Module (0282)
We will present how we are using the Membership Module to bridge the gap between the Annual Fund - which runs on a July-June Fiscal year - and our Membership which runs on a calendar year. We are also utilizing the Membership module to categorize members into different giving societies, and to automate our membership renewals from a semi-annual manual process to a monthly automated process. This presentation is for functional users, either new or experienced, who have a need to work with calendar year information within the framework of a different fiscal year.

Lessons Learned — Converting Membership (0651)
Alumni records are at the heart of all Alumni Association as well as key university programs, projects, publications and events. Performance matters when dealing with these records. A reliable partnership must exist between the Alumni Association and the university to ensure the continued excellence of the university. Alumni Memberships are an important part of Alumni records. This session will give a brief overview of the entire Wichita State Alumni data conversion into Banner, with primary focus on the conversion of Alumni Legacy membership data into the Banner Membership tables. Part of the presentation will cover the strategy of converting only current membership information for go live, and how WSU converted all the membership history for former and current members after go live. WSU is currently on Banner Advancement 7.3. Target audience is for anyone working directly with or supporting an Alumni Association.

Major Gift Officer Performance Metrics (1075)
The NMU Foundation has been utilizing Banner since 2004, and has recently developed major gift officer metrics which can be reported on from Banner. How do you measure your major gift officer's success toward goals? What should be measured? How can Banner help your major gift program stay on track? These questions and more will be answered. The NMU Foundation has implemented the prospect module?s strategy and major gift proposal sections and is utilizing this information to track qualification of new prospects, number of face to face visits, major gift proposal submittals, and results of asks and dollars raised. Goals are set for each and gift officers can log in to Web for Development Officers to check on their progress throughout the year. IT staff have assisted by flattening some table fields in the reporting warehouse. Cognos Reportnet is the reporting tool utilized.

Manage Prospects, Measure Performance (BOF) (0549)
A challenge many advancement directors and gift officers experience is implementing a prospect management system that provides simple ways for managing prospect information while providing useful measurements of success. This session will focus on simple methods for using the delivered functionality of Internet Native Banner 7.4 and Self-Service Banner for Advancement Officers 7.4 that will keep the institution's fund raisers mobile, but also maximize the data available for measuring performance. Regardless of the size or resources available at your institution, these methods can be simple to set up and easily trained.

Managing Duplicates in Advancement (0111)
This class is an overview of processes and procedures for managing duplicates in Banner Advancement. The topics include: Address Coding Standards to help increase the likelihood of automated detection of duplicate mailings, Common Matching Methods to prevent duplicates, Reports and Programs to identify and compare duplicate records, processes for merging the duplicate records, processes for deleting the duplicate records, and processes for backing up and/or logging migrated and/or deleted data. The presentation will include a review of the processes, programs and reports in use at UNCG as well as some options or suggestions from other universities and SunGard. Advancement Services at UNCG has been using Banner since 2000 and pending one last conversion, UNCG will be using all of the Banner Systems: Advancement, Student , Human Resource Services, Finance, and Financial Aid. (Version 7.5).

Measuring Gift Officer Performance (0621)
This session will focus on how to transform your advancement operation into a well-oiled development machine by implementing a systematic, standardized approach to investing philanthropic potential in a calling staff, setting clear and reasonable expectations for performance, developing tools to measure the performance indicators that are key to success and using those measurement tools to evaluate and manage your frontline staff. This session will highlight the thought and work of several leading institutions that have embraced a disciplined approach to development.

On-line Giving: Secure, Integrated (0660)
In recent months the advent of PCI compliance issues on college campuses have focused not only on traditional business office operations but on campus wide payment processing. No other place is this more apparent than in the facilitation of on-line giving by College Friends and Alumni. While Advancement Offices have been at the forefront of on-line payments, capital campaigns and growing volumes of on-line transactions now call for greater security and a re-examination of current practices. This session will focus on Montgomery College's approach to improving their use of Banner Advancement in conjunction with real-time integration with TouchNet Marketplace to facilitate a secure, integrated, self-service donation platform for College Friends and Alumni. This project involved a 5-month collaborative effort between SunGard Higher Education Advancement team, TouchNet and Montgomery College staff. Integration was done between TouchNet's Marketplace 4.0 and Banner Advancement SSB 7.4. Presentation will include Pam Rollins, Product Manager of Banner Advancement as well as a member of the TouchNet Marketplace team.

Parent Load from Student to Advancement (1142)
Getting parent information for new students out of Student and into Advancement in a timely and accurate manner can be tricky. Pacific Lutheran University solved this problem by creating a .Net web application that utilizes the Banner APIs. The web application allows the user to view side by side comparisons of possible matches and then decide whether to update an existing record or create a new record. This presentation will walk through the logic used to create the application as well as to explain how to access the Banner APIs from a .Net application.

Prospect Management (0215)
This session will go over the Prospect Management forms including AMAINFO, AMACONT and AMAPROP. This session is designed for new users or users that have not used Prospect Management yet. You will see how our development officers have benefited using prospect management and how some forms tie things together so you can view the whole prospects picture using these forms. Banner Web for Advancement Officers will also be shown to show how contacts can be entered easily.

Prospects - Managing Using Workflow (BOF) (0759)
Prospects require attention, some more than others, and some even demand it?? This session is designed to show how workflow facilitates and improves an institution's prospect management system. The following processes will be examined in detail. Commitment (Gift and Pledge) Notification: Whether a gift or pledge, development officers can certainly appreciate the "heads up" when the gift is recorded, regardless of size. Workflow enables the development officer and other defined members of the institution to be aware of the prospect's commitment. Change in Prospect Rating and Staff Assignment Notification: Though departments have emails and weekly meetings to discuss prospects, Workflow can facilitate the communication of prospect information that were "tasks" - such as rating and staff assignment changes. Contact Report Entry Notification: Even though the development officer entered the contact, other members of the institution would benefit. Workflow enables an institution to channel notifications and information to the correct staff (Development Staff, Prospect Research, fund raising administration personnel).

Reunion Giving Mgmt. via Solicitor Org. (0390)
This presentation will provide an example of using Banner Solicitor Organization to manage a very successful reunion giving program. Our reunion giving program has been in existence for more than seven years using Banner, currently using version 7. Each year we manage 100+ volunteers around the country as they solicit their classmates. The discussion will include using Banner forms to populate reunion solicitor organizations, assign volunteers and track progress toward a reunion giving program. The presentation will include sample reports as well.

Scanning Your Way to Success (1160)
St. John's University performed a major redesign of the Gift processing department by which we instituted a process of scanning all incoming cash and credit card gifts before they are processed. This reduced manual paper work, improved efficiency and timeliness of Gift Processing, reduced errors. The process was implemented with the use of Xtender.

Tracking Donors Giving Patterns (0176)
This class breaks down the Solicitor Organization module and teaches the end user how to track a donor's giving patterns. This class topics ranges from the basics of creating an organization to entering mass contact results and viewing these results on each individual's profile. By properly using this module, everyone one in your organization will know who is being solicited, when they were solicited and what the method of solicitation was. This knowledge will reduce duplicate communications to donors and constituents, thus saving your organization both time and money.

Tracking the Wily Major Gift Proposal (1060)
The NMU Foundation has been using Banner since 2004, and in the last year has implemented the use of the prospect proposal forms for tracking major gift proposals and the results of the asks. The prospect strategy plan forms are also used and when combined with the proposal information a complete picture of the cultivation and solicitation process by prospect can be printed in a summary report. On the output side, examples of some of the reports that can be run from this information stored in Banner will be discussed and include the number and dollar amounts to be asked by quarter (or any given time period), development officer primary solicitor and secondary solicitor credit, and planned moves by prospect or by date. To report on ask results, our IT staff has loaded a reporting warehouse that has flattened some files, and created a simple pivot table to link gifts and proposals.

Training Users to Utilize Advancement (0939)
You have implemented Advancement and now need to show your users where to find information within the system. You may have new users who need to utilize Advancement. We would like to show you how Eastern Illinois University has been working with philanthropy officers and office staff to find the data they need and to utilize what Advancement has to offer. Examples of training materials will be available as well. EIU has been live with 7.3 since July 2007.

UDC & Advancement/Finance Interface (0509)
Joint Advancement/Finance session on the Advancement to Finance interface utilizing WorkFlow throughout the interface process. We will review the set up required on each side and continue through the final process to show what happens on each side. We will also introduce information on how this is a prime application for WorkFlow. Banner Xtender Solutions can be used to store pertinent information for designations and the Luminus channels help to keep the process moving. In addition to demo of the process and the use of various products we will emphasize the importance of communication and cooperation between the Finance and Advancement areas where this topic is concerned. Audience: Banner Finance and Advancement personnel.

Workflow Advancing Advancement (0763)
Have you ever thought during your work day, how can we improve, eliminate or automate this process? This session will examine several key and common processes within Advancement that workflow can improve the communication, timeliness, accuracy, and automation of a process. The processes are: New Designation (Fund) Creation Gift Processing Notification Batch Processing Notification Contact Report Entry Notification Updating Prospect Banner Record Constituent Name/Address Change Notification Payroll Deduction Process Upon conclusion of this session, attendees will have a clear understanding of how Workflow works, how workflow can facilitate communication, how Advancement processes can be enhanced. Lastly, this session will empower attendees to seek ways to use workflow to improve their day-to-day operations.

Banner Finance

100 % PCI Compliant Hosted eCommerce
If you are in Finance or Information Technology you should attend this presentation. I will Discuss and demonstrate Official Payments 100% PCI compliant Hosted eCommerce solution which interfaces to Sungard Higher Education via Banner web services for real-time update to Banner. Official payments have been a partner with Sungard since 1995 and have some 100+ clients. Your institution needs to be on Banner 7.3 (General, Student, and AR).

A/P Process from Start to Finish (0949)
This session will go through the accounts payable process from inputting the invoices into Internet Native Banner to issuing the checks using Evisions Intellecheck and direct deposits. There will be detailed step by step instructions to help the beginner-level user understand the basic processing flow. The session will look at the three main categories of invoices (direct pay, purchase order, and multiples) using examples and multitudes of screen shots. Alfred University, a small 2400 student private university currently uses Banner Finance version 7.3 and has been live since July 2004 and utilizes two accounts payable clerks.

Accounts Payable Answers the Questions (0903)
This class will show the user how utilizing the different forms and reports in the Accounts Payable Query Menu and the Receiving Process Menu can be utilize to answer departmental, vendor questions and also how to troubleshoot receiving and invoices issues.

AP Direct Deposit at S, M & L Schools (0688)
Learn about the required setup and suggested procedures to pay vendors, employees, and students via direct deposit (ACH) for Accounts Payable (non-payroll) items. This includes direct payments, purchase orders, travel reimbursements, student refunds, and more. The initial setup in Banner Finance, daily procedures, and information on working with your financial institution will all be covered in addition to the vendor profile setup requirements in Banner. Generating these payments using ACH can significantly reduce printing and postage costs for your institution and end the continuing efforts necessary to cancel and reissue checks, as it has done at Indiana State University (ISU), Michigan Technological University (MTU) and Wayne State University (WSU). We'll discuss what ISU, MTU and WSU did the same and where our approaches were different, in particular our 3 different methods of sending notification to the direct deposit recipients. ISU, MTU and WSU have been live on Banner Finance since 1997, 1993 and 1999 respectively and have been paying vendors, students and employees via ACH in Banner Finance for anywhere from 5 to less than 1 year. Combined, the three universities have approximately 13,000 payees signed up for ACH payments. The presentation will be based on Banner Finance v7.2.

Approvals: An Automated Approach (0092)
McGill wanted to introduce local approval queues (in every unit and for every Fund Financial Manager) as well as central approval queues (for administrators in Accounting). The problem: manual setup and maintenance of approval queues and routing for 14,000 funds and 4,000 fund financial managers across 500 org codes seemed inconceivable! Our solution was to leverage the existing baseline Banner approvals infrastructure plus add value by: 1)Generating approval queues and routing for every fund; 2)Recognizing changes in FTMFUND to prompt automatic updates to existing queues; 3)Creating a user-driven mechanism for approval delegation; 4)Auto-approving documents under specified thresholds; 5)Using e-mail notification to alert originators about document disapprovals; 6)Integrating with the Portal to alert users of pending documents and other tasks requiring their action. Banner Finance Self-Service (version 7.2) is a key element to our solution; our demo will include the "Approve Documents" menu in addition to the key Banner INB forms. This session is geared towards all Banner Finance clients, particularly those who are interested in using the baseline approvals infrastructure to address financial controls, but without imposing a great administrative burden. Our solutions will be discussed from both a functional and technical perspective.

Banner Finance and the Auditor (0505)
The session will review and illustrate what auditors need to know about Banner Finance. It will cover on-line queries, base line reports, and Finance module inter-relationships.

Banner Finance/AR Kick-Off (0329)
Join SunGard Higher Education as we kick off the 2008 Banner Finance and AR tracks! In this session, you'll learn about the future of your Banner Finance and AR solutions -- how they contribute and leverage the various Banner Unified Products. This session will include a preview of the enhancements for Banner 8.0 and 8.1 and beyond.

Banner Finance: Security 101 (0438)
The initial setup of security for any module can be a daunting task, especially when coupled with all the other decisions to be made during the implementation process. We recently revamped our security for the entire Finance module in order to ensure our compliance with separation of duties and role restrictions required by our external auditing firm. We will share our process which included evaluation of position responsibilities, determination of what Banner forms and levels of access are needed to perform those duties, a tracking system that matches roles, forms and access level to users and the use of a few custom Self-Service pages that facilitate the management of security.

Banner Finance: Get with the Program (0455)
As robust a system as Banner Finance is, there are some areas in which it needs some external help. What about an on-line lookup for FOAPAL information? Who has the ability to sign for what? What about maintaining approval queues? When is the next on-campus Banner Finance training session? The University of Memphis has developed a Web site called the Finance Program Guide, which serves as a robust on-line supplement to the information within Banner Finance. Join us as we discuss our on-line solution to help campus users get the most out of the system, from what to include on the front-end, and how to support it behind the scenes.

Bids - What are They Good For? (0500)
This session will review the Bid Module in Banner Finance