SunGard Summit 2010 – Session Schedule

Lead Instructor: Rod Eib, Taylor University

Description: Taylor University will host a time of worship and fellowship at the beginning of this important week. Our time together will include singing, prayer, a devotional message, and sharing with each other about the goodness of God. This worship time is informal and interdenominational. Please join us Sunday, April 11 at 7:30 am.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Susie Higgins, SunGard Higher Education

Description: Please join the SunGard Higher Education representatives as we welcome all first time Summit attendees to San Francisco. You'll learn some tips and tricks for navigating your first Summit, along with other valuable SunGard Higher Education information and resources that you can take advantage of after the conference. This session is for anyone attending Summit for the first time.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Bill Kavan, SunGard Higher Education

Description: Join Bill Kavan, Advance Suite Product Owner, for an update on recent product releases, client successes, and Advance Suite community news. During this session we will also review upcoming planned releases and current enhancement project prioritization for the Advance Suite product offering. If you're an Advance Web, Advance Windows, SmartCall, or Advance Web Community user you won't want to miss this informative and interactive session!

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Renee Pacini, SunGard Higher Education

Description: The PowerCAMPUS Digital Campus opening session will be a welcome and overview of the PowerCAMPUS Product Roadmap. Archived sessions include PowerPoint Presentations only

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Fred Weiss, SunGard Higher Education

Description: Please join Fred Weiss, Senior Vice President, Advancement Product Strategy, for a general opening session for all clients using one of SunGard Higher Education's Advancement products. * All Advance Suite, Banner Advancement, and PowerCAMPUS Advancement clients are encouraged to attend this informative session. Archived sessions include PowerPoint Presentations only

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Jeff Jones, SunGard Higher Education

Description: Banner Finance General Session

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Laura Weathersby, SunGard Higher Education

Description: Please join your SunGard Higher Education Product Management team to get an update on your Banner HR solution!! In this session, you'll get a recap of recent releases as well as an introduction to new initiatives and functionality targeted for the future.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Mike LaFortune, SunGard Higher Education

Description: Come learn what's new with Banner Document Management Suite and what's on the horizon. This session will provide updates on recent and coming product releases and allow attendees to interact with SunGard Higher Education people responsible for document management, imaging, and processing products.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Mark Somerville, SunGard Higher Education

Description: This presentation will provide an overview of the SunGard Higher Education Business Intelligence vision and solution roadmap, including it's value to institutions, features, technical architecture, and planned enhancements in coming releases.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Joshua Aversa, SunGard Higher Education

Description: Join SunGard Higher Education as we kick off Summit 2010 with an overview of what's new for Banner Workflow in the last year and what is to come. We will also be highlighting the various Workflow sessions that you will find throughout the conference.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Josh Horner, SunGard Higher Education

Description: Luminis Platform is a market leading portal and web services delivery platform from SunGard Higher Education. This session will provide product strategy and direction information as well as a demo of the latest Luminis Platform solution. With over 700 clients, Luminis Platform is a critical Open Digital Campus technology component and continues to drive innovation and value for institutions of higher education world wide. Come learn about the latest Luminis Platform releases as well as future areas of interest. Archived sessions include PowerPoint Presentations only

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Peggy Delaney, SunGard Higher Education

Description: Join SunGard Higher Education as we kick off the Summit 2010 Banner Financial Aid track. In this session, we will examine the current state of affairs of the Banner Financial Aid solution, highlight the wealth of product information and resources available to you at Summit, and glance at the future of Banner Financial Aid.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Kevin Runner, Runner Technologies, Inc.

Description: Real-time address verification, telephone, name, and email checking are integral parts of improving data quality and communication. With CLEAN_Address, address verification is now an easy, low-cost solution for institutions using Banner. Attendees will learn the basics of address verification and the simple process to support real-time, seamless integration in Banner Forms (INB), Web self-service applications, and batch processing. CLEAN_Address supports address verification, telephone checking, name standardization, and email address validation within all components of Banner - INB Forms, Web Self-Service, and Batch processing. Overview: 1. Functional overview of address verification and the benefits 2. Technical discussion of architecture and implementation with live demos 3. Financial return on investment by having data quality checks 4. Discussion of batch and real-time data quality checking within Banner

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Ed Hauser, SunGard Higher Education

Description: This session will provide an overview of Banner Student deliverables since last year as well as preview upcoming releases. Archived sessions include PowerPoint Presentations only

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Linda Casotti, SunGard Higher Education

Description: fsaATLAS has had a successful year with a number of new customers and some major releases. In this welcome presentation, we will update customers on the product road map, strategy and area of focus for the upcoming year. Find out what new features are being developed and what you can expect to see for next year. This continues to be an exciting time for our product, our team and most of all, our customers.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Carol Dandary, SunGard Higher Education

Description: This session will update PowerCAMPUS clients on the current status of the rewriting of the Admissions setflow from a functional perspective. Archived sessions include PowerPoint Presentations only

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 0: All levels of experience

Lead Instructor: Sue Laird, SunGard Higher Education

Description: This session will cover the Enrollment/Payment period enhancement which provides the ability to define an enrollment/payment period consisting of multiple terms as well as designating the length of the enrollment period. For example, summer mini-sessions can be combined to create a single enrollment/payment period for awarding and disbursement of funds. For those schools that wish to continue using only one term, the term will be the enrollment/payment period. The enrollment period will then be assigned to the appropriate aid periods.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 0: All levels of experience

Lead Instructor: Robert Ware, UC Davis

Description: A moment of clarity comes when you realize that there will be no allowance given or forbearance offered for data quality even though budgets are declining, staff levels are reduced, and requests for data outputs are increasing. What can you do as the Advancement and Fundraising or Information Technology professional responsible for data quality in this challenging environment? This session will explore options, possibilities, and approaches for dealing with an age old problem in a new era of doing more with less. Topics will include: * How do I know where to focus my resources? Using analytics to monitor the data quality process. * How to maximize results by building partnerships. * Where is the next data frontier? and * How will I know when I'm successful?

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Kathleen Cieplik, SunGard Higher Education

Description: This session will provide an overview of the features delivered in Advance Web in 2009 and a preview of the planned features for 2010.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Carla Norris, SunGard Higher Education

Description: Join Carla Norris, Banner Advancement Product Owner, for an update on recent product releases, client successes, and community news. During this session we will also review upcoming planned releases and current enhancement project prioritization for Banner Advancement. If you're a Banner Advancement user you won't want to miss this informative and interactive session!

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Robert Rullo, SunGard Higher Education

Description: Please join SunGard Higher Education for a discussion on the technical road map of the Open Digital Campus vision and strategy. In this session we will provide an overview of key technical facets that contribute to our Open Digital Campus strategy.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 0: All levels of experience

Lead Instructor: Mike LaFortune, SunGard Higher Education

Description: Come learn what's new with Luminis CMS and what's on the horizon. This session will provide updates on recent and coming product releases and allow attendees to interact with SunGard Higher Education product management and others responsible for Luminis CMS and web publishing direction and support.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 0: All levels of experience

Lead Instructor: Mike Bates, Technical Practices

Description: Preparing for a successful deployment of the Luminis Platform 5.0 will require skills in new technologies. Learn what it will take to install and administer the new Luminis Platform 5.0 environment. * Review Architecture components (ldap options, IDM solutions, terracotta, jackrabbit, etc) * Review deployment strategies * Review content presentation framework and technologies

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Jeff Modzel, SunGard Higher Education

Description: A technical and architectural overview of Admissions.Net and how it applies to the Open Digital Campus strategy. Intended for CIOs, Directors of IT and IT personnel.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 0: All levels of experience

Lead Instructor: Matt Smith, Colorado State University

Description: This session will highlight Colorado State University's BDMS (Banner Document Management Suite) Imaging System implementation. This was a joint implementation coordinated between the Registrar's Office, Admissions, and Student Financial Services. The focus will be on the items/issues dealt with by the Registrar's Office. We will take a look at both the planning that took place beforehand, as well as the first year of having the system in production. Colleges and Universities that are either considering BDMS, or who have decided to go with BDMS and are in the planning stages for implementation, as well as those who have recently implemented, will hopefully benefit from this session by taking away not only some new ideas and issues to contemplate, but also with the confidence that they can make BDMS work and work well for them. Additionally - hardware setups (scanners / monitors / pcs), and software setups (Image Capture, Document Manager, Application Generator, and WebXtender) will be addressed. Document types, document annotations, workflows, and licenses will be also be discussed - as will user and group security setups, and license groups.(We are currently running BDMS version 8.1.)

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 1: New - limited experience

Lead Instructor: Brent Shock, Miami University

Description: This session will cover basic processing steps for Direct Lending in Banner. We will discuss various processing requirements in the Direct Lending program and how these requirements are accomplished in Banner. This session is intended for those brand new to Direct Lending, those considering transitioning to Direct Lending or those new to Banner.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1: New - limited experience

Lead Instructor: Sebastian Ciccariello, SunGard Higher Education

Description: This 'State of Campus Loan Manager' session will not only highlight recent enhancements but will provide for an open forum to discuss implementation and reporting of the recent regulatory changes. Of major concern to all is the legislation related to the future of the Perkins Loan program. What are the potential effects on your institution, where will you fit in to the university decision process, how will your sister schools manage the program, and what can CLM debt management mean for your institution?

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Brian Lenius, George Mason University (OIPS)

Description: Getting International Student/Scholar advisors to use fsaATLAS can, at first, be a challenge. By judiciously turning off and then putting back on the checks for fields that are dataLink active can make the user experience immensely more user friendly. This is a practice we have been using at George Mason University since 2004 and though there are some serious pitfalls that must be guarded against, the advisors would not do without. There are a number of concerns that I will address in deciding which fields to have on in the dataLink to begin with and then which ones to take off. This presentation is primarily useful for International Student Offices and IT offices that support them.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 0: All levels of experience

Lead Instructor:

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Session Type:
Type of User:
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Lead Instructor: Karl Horvath, Ph.D., Gwynedd-Mercy College

Description: Student academic early alert systems help colleges and universities identify at-risk students who could fail a course or program. Early alert systems record faculty and advisor interaction and communicate with students, faculty, advisors and departments with the goal of helping students succeed. To stay competitive and retain students the Gwynedd-Mercy College Academic Affairs division asked the IT department to design and build a solution using data from our SunGard ERP system. In a year long process from discovery to solution, the IT department worked with Academic Affairs using existing resources, online resources, peer institution consults and vendor interviews. With the deadline fast approaching the IT department completed a creative, flexible, usable, effective and inexpensive in-house solution utilizing data from our SunGard PowerCAMPUS ERP system with supporting training, documentation and reporting. Academic Affairs was pleased with the outcome and a valuable process was created that will be used again for future Power Campus system integration projects.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Jose Cabrera, Timecruiser

Description: During this time of difficult economic challenges, colleges and universities should know there are still good alternatives to the monolithic LMS players in the market. Timecruiser, a respected leader in delivering award-winning enterprise solutions to the academic market since 1995, provides Software-as-a-Service (SaaS) enterprise solutions for colleges. SaaS LMS can provide a better return on investment and lower cost of ownership versus applications that follow traditional ASP delivery methods. In fact, Timecruiser clients save between 30 to 50% over similar LMS systems. Our clients are happy with the support we provide. Our clients don't have to worry about the upgrade merry go round. Here's what they have to say: "Online class materials are accessible to students and faculty 24/7, I could not find a way to provide equivalent uptime at a reasonable cost if I had to host it myself," Lyle Luzum, Director, Computer Information Systems, Northeast Iowa Community College "We replaced our LMS for about the same cost, and we gained a portal. In a way, we got the portal for free." Raul Fletes, Director of Data Systems, Mid-South Community College

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Jo Ellen Wilson, SunGard Higher Education

Description: Learn how DegreeWorks can help students succeed in planning for and monitoring progress toward their graduation requirements. DegreeWorks is a premium advising solution used to plan coursework, engage students and advisors, help institutions plan for course demand, inform students where they may maximize coursework portability between institutions, and show students the impact of changing their academic plans. It provides robust tools to accurately monitor progress toward degrees and plan wisely for meeting all institutional requirements. If student success is an institutional priority, learn how DegreeWorks helps students and institutions achieve their educational possibilities.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 1: New - limited experience

Lead Instructor: Mary Heather Smith, Hamline University

Description: How can Institutional Research professionals translate the mountains of student data stored in the Banner database into meaningful information that can be used to make decisions? What data should Provosts, Vice-Presidents, Directors of Enrollment Management, and other academic officers be looking at as they assess the present and plan for the future? At Hamline University, the Office of Institutional Research has worked with Enrollment Management and Academic Affairs to develop a series of reports (primarily using Crystal Reports) that are used for benchmarking and trend analysis. In this session we'll discuss the essential steps to designing effective reports and dashboards: * asking the right questions up front; * finding out what your end users really want to know; * defining data fields in plain English; * designing easy-to-interpret charts, graphs, and dashboards We will present examples of what has worked (and not worked!) for us. Participants are also encouraged to bring their own examples and questions.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 0: All levels of experience

Lead Instructor: Azar Farahmand, Arizona State University Foundation

Description: Learn how The Arizona State University Foundation uses Advance Web to enter gifts, pledges, and pledge payments. ASUF has been fully live on Advance Web since 2008. ASUF is a separate, nonprofit organization that raises, invests and manages private funds to benefit Arizona State University. The foundation coordinates and directs all major fundraising campaigns on behalf of ASU and its colleges and schools and currently manages assets exceeding $756 million.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: John Taylor, North Carolina State University

Description: Developing a 3-5 Year Technology Plan for Advancement. The session will review steps NC State University has taken to identify and prioritize advancement technologies desired for implementation, including necessary Advance upgrades and conversion to AW. Discussions will include methods incorporated to include central OIT as a partner in development of the strategy, and identification of additional staff resources to accomplish agreed upon goals.

Session Type: Presentation/Demonstration
Type of User: Strategic (Executive Level)
Level of User: Level 3: Senior and experienced practitioners

Lead Instructor: Laurie Orzechowski, Lourdes College

Description: This session will teach you how we automated payroll deductions. 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.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 0: All levels of experience

Lead Instructor: Dave Elwood, SunGard HE

Description: SmartCall 9.6 introduces many major new features including support for VoIP and the Hi-Phone Dialer, Email Acknowledgements, enhanced Banner Integration, enhanced QAS integration, integration with PayPal's PayFlow Link, user interface enhancements, and much, much more.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Jeff Jones, SunGard Higher Education

Description: We will review the updates to Banner Finance from the 8.0 release forward with a focus on helping you understand how to better leverage the new functionality it contains.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Steven Sullivan, SunGard Higher Education

Description: Are you a new user to Banner Human Resources? Would you like to know the lessons learned from others during their implementations? This Birds-of-a-Feather (BOF) session will give you an opportunity to discuss with your peers how they have organized their implementation, team structures, training, and implementation strategies.

Session Type: Birds-of-a-feather (BOF) Discussion
Type of User: Functional (Administrative)
Level of User: Level 1: New - limited experience

Lead Instructor: Lois Tatro, Wichita State University

Description: How can you create thousands of new job records (NBAJOBS) and/or position budget records (NBAPBUD) automatically in Banner, without any manual entry? Come and learn how Wichita State University successfully utilized Banner's Salary Planner module to interface data between their 3rd party Budget Development System and Banner. HR/Payroll/Budget Users, along with their technical support staff will find our 12 Step Approach easy to follow, and along the way, we'll review the Banner processes used, the tables involved, how the tables relate to each other, and the Electronic Personnel Action Form (EPAF) process for final approval of the new jobs records. You will see, whether your data comes from a 3rd Party application, or simply a spreadsheet, that Salary Planner is flexible enough to cut your workload tremendously!

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1: New - limited experience

Lead Instructor: Michael Regpala, Kern Community College District

Description: Will describe how ODS has changed the culture at Kern Community College District. We will discuss how our analysts used this reporting environment to develop cross module reporting and help grow their knowledge of how their module interacts with other modules. Our analysts are now able to generate, insightful, meaningful reports at an accelerating rate. As a result our decision makers and operational users are evolving into more sophisticated data consumers. They are starting to request interesting reports and some are even creating their own reports. This more sophisticated user now realize the impact that bad data and inaccurate processes have on reporting. The users are now writing their own exception reports to ensure data quality. We'll explain what had to happen for this evolution to occur as well as the roadblocks that slowed our ODS implementation. The session finale will be a live demonstration of various reports designed by our analysts and users.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Steven Sherbet, Wright State University

Description: Are you worried about e-commerce activity across campus? Have you identified all departments/units on campus that collect revenue in person, by mail, or through a web site? Are these revenue collection centers following best practices and are they compliant with Payment Card Industry Data Security Standards? If you are looking for answers to these questions, this session is for you! A case study will be presented showing one approach a university took to proactively manage revenue collection and e-commerce across campus beyond the Bursar/Student Financial Services Office. This session will provide specific steps you can take to manage and secure revenue collection and e-commerce activity at your institution and the risks involved if you choose to do nothing. Attendees will learn how to implement best practices to manage and secure payments received in-line, online, and by mail. The presenters will emphasize how institutions can leverage technology to centralize revenue and e-commerce management and build support for implementing change by forming a cross-functional team to address this challenge.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 0: All levels of experience

Lead Instructor: Rue Ann Michael, SunGard Higher Education

Description: In today's world, reduced funding has led to difficult budget decisions. This session will cover Microsoft Forecaster, an optionally available add-on budgeting product which can interact with any finance solution and assist you in making these difficult choices. Use of this product for collaborative planning in the budgeting process for both accounts and individual employee costs will be covered.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Khalid Tariq, Higher Colleges of Tecnology

Description: Wondering what The SunGard Higher Education Commons and Community Source initiative are all about and how to get involved? This session will provide you with insight into the goals, organization, governance and future direction of these important initiatives. Learn about the ways in which individuals and institutions can participate.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Lori Mauthe, System Integration and Information

Description: Cardinal Parking and SunGard Higher Education partner for an integration solution based on the Banner Web Services framework for account provisioning, synchronization of accounting transactions and single sign on with the Ticke Trak System.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 1: New - limited experience

Lead Instructor: Robert Wheeler, Advisory Solutions

Description: The current financial and competitive environment is continuing to pressure institutions into doing more with less. This continued pressure requires that all of an institutions IT resources are leveraged for maximum value. The IT portfolio of applications and services must be assessed based on the strategic or tactical value directed towards enabling the realization of the institutions mission and vision. In this session we will begin with a high level overview of IT portfolio management. We will then discuss various tools and methodologies that have been used to effectively assess IT portfolios in an effort to leverage the portfolio for maximum value.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Randy Jobski, Lansing Community College

Description: Does your school accomplish Banner upgrade testing in ~1 week? Is your school efficiently and effectively attacking the testing phase? Are you tracking to closure all known errors raised during testing? At Lansing Community College (LCC), we would have answered no to each of these questions which reflected poorly on the state of our testing process. However, we have embarked on improving this process, and we have met some success in this area. This presentation will describe what actions we have taken and processes and test tracking mechanisms we have put in place to dramatically improve our Banner upgrade testing. You will see that we are now able to generally answer yes to these questions, and we believe with insights gleaned from this presentation, your school can do the same. Everyone involved in Banner upgrade testing will find this presentation very beneficial. We will clearly lay out where we started, testing strategy adopted, both high- and mid-level test plans, new test tracking software implemented, and lessons learned from our experiences in both implementing these process changes and on the Banner upgrade testing itself. LCC will now approach the Banner 8.2 upgrade in March 2010 with confidence. We will share lessons learned on this upgrade project as well.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: TJ Rains, Emporia State University

Description: As with any major software upgrade, along with the many new system features and capabilities come new challenges that must be met. This presentation will review Emporia State University's experiences in upgrading to Banner 8.1 while also managing latest release upgrades to the Operational Data Store, Enterprise Data Warehouse, UC4, Luminis Portal, Cognos Business Intelligence and the Touchnet Payment Gateway. We did all of this and a complete Banner Systems hardware refresh in an 8 month duration project. Throughout the session, we will discuss project management and planning, resource requirements, building the test and production environments, and an in-depth review of the test plans that were executed by functional and technical staff to ensure a successful go live. The session will also provide a review of functional and technical issues encountered, and lessons learned.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Rebecca McNaught, University of Illinois

Description: In this session, the University of Illinois Banner Human Resources team will review their Banner HR 8.x test plans. Included will be the planning, writing, tracking, and execution of those test plans. During our recent upgrade from Banner HR 7.3 to 8.1, we tested over 150 patches and defect corrections. Additionally our team wrote and executed test plans for high use forms, non-baseline mods, and local mods. Our method allowed a large team to participate in the testing without overlap or confusion. Additionally, as decisions were made throughout the project, we were easily able to identify functionality to retest. Come hear how we accomplished our test plan goals, what our test plan template looked like, and highlights of sample test plans from our Banner HR 8.1 upgrade.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 0: All levels of experience

Lead Instructor: Sean Collins, SunGard Higher Education

Description: This presentation will detail the architectural improvements made to the ODS and EDW solutions. Topics specifically convered will include the incorporation of Oracle Streams into our solutions, steamlining of processing, and an increased focus on extensibility for our clients.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Carolyn Clark, SunGard Higher Education

Description: Are you considering implementing Banner Workflow for the first time? Is it being used on campus in other departments and you'd like to to learn more about it so your department can be as successful? Come learn about Banner Workflow, its features, terminology, example ways that clients are using it, and other details to bring yourself up to speed on this exciting product. This session will be beneficial to any functional or technical staff who want a primer on how best to apply Banner Workflow on their campus and processes.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: William Price, SCAD

Description: Using HTML in workflow can enhance the presentation of information by providing a more natural and professional appearing display. Use of HTML in Workflow forms and e-mails can offer additional flexibility in layout and design in an area where the base product is limited. This presentation will show what HTML can do for your Workflow, where it can be used, and how to use it. It will also provide some ideas, tips and show some of the limitations in the use of HTML with Workflow. This session will be most useful for hands-on Workflow users or developers that routinely use the modeler and for those interested in seeing the possibilities of using HTML for their form and e-mail design. Technical level is fairly low, although a passing knowledge of basic HTML concepts would be helpful.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 1: New - limited experience

Lead Instructor: Brian Knotts

Description: This session will cover deeper and more specific details of what SunGard Higher Education is doing with technology strategy. A schematic approach will be taken to look at the architecture and the techniques being taken to develop our solutions. Emphasis will be placed on how you would and where you would work with the technical stack in conjunction with what you are doing at your institution.

Session Type: Panel
Type of User: Technical
Level of User: Level 3: Senior and experienced practitioners

Lead Instructor: Mike Rose, Ventura County Community College District

Description: If you are planning to transition your students and faculty from SSB to Luminis 4, or are interested in an easy way for new students to jump into the portal life, this presentation is sure to interest you. This year Ventura County Community College District (VCCCD) launched Luminis for its 35,000 plus student population. The presentation will focus on the ways VCCCD made life easier for users by simplifying the transition from SSB to Luminis as well as integrating third-party applications like Gmail and Desire2Learn with the Luminis portal. Highlights include: 1. An innovative Luminis account setup wizard using Banner Self Service! See how the wizard was used to transition students from Banner SSB to Luminis gracefully using a countdown ticker and step-by-step help. 2. Learn how the VCCCD informs new students of the portal, provisions Gmail accounts, sets up email forwarding and the Luminis secret questions - all without students entering a username, password, or pin! 3. See how the VCCCD modified the portal to provide a seamless experience between Luminis, Gmail and Desire2 Learn. This includes: single sign in, custom role-based icons, adding Gmail settings to the My Account screen and modifying course links in the My Courses screen and Course

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Mike Bates, Technical Practices

Description: What are the specific touch points between Luminis and Banner for activating the Banner Channels in Luminis. We will discover the distribution of workload between the Luminis administrator and the Banner DBA. In addition an overview of the integration of Luminis 5 and Banner.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 0: All levels of experience

Lead Instructor: John Edwards, SunGard Higher Education

Description: Luminis Platform 5.0 brings new technology and exciting new features and functionality to the Luminis Platform. Learn about SunGard Higher Education's revised implementation services for a successful Luminis Platform 5.0 deployment. Topics will include both functional and technical implementation services.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Brian Larson, Northern Michigan University

Description: My intent with this session is to educate technical users on the benefits of Oracle's dbms_job and schedulers. These utilities allow packages to run during the night fixing data that has been entered in non-standard formats and also generating reports on items such as changes to modified packages that have been replaced due to upgrades. I will cover the technology and then share the Northern Michigan University applications in place.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 0: All levels of experience

Lead Instructor: Amy Yan, Southwestern College

Description: In this session Southwestern College will team up with Software Engineer Steve Wlodarczyk from SunGard Higher Education to share our experience of developing PowerCAMPUS Self-Service integration with the college online bookstore MBS Direct and the National Student Clearinghouse. We will share the planning process, demonstrate the applications, share the source code and other relevant information with attendees.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1: New - limited experience

Lead Instructor: Andria Brabo, Aims Community College

Description: IT shops are composed of individuals or departments of knowledgeable experts in their field. When projects involve overlapping areas of expertise, misunderstandings or invalid assumptions are likely, resulting in failures, delays, or extraordinary efforts due to inadequate communications or documentation. This session provides the description of a unique and proven portfolio method of developing and managing strategic and tactical plans without the overhead and learning curve associated with tools such as Microsoft Project. Aims College is an AQIP accredited institution and has been using this concept for the last year in its IT planning processes. The concepts and tools developed have been supportive in building harmonious and constructive plans in the face of strong personalities, technical challenges, and opinions. The process has worked for Banner upgrades, construction and remodel projects, migrations, and handle requests for new projects. Its use has resulted in better accuracy in identifying resources, meeting budget constraints, estimating project completion dates, and most importantly in todays climate, more efficient projects. The concepts, tools, and examples are shared, as is the open source Wiki developed to ensure shared, yet restricted communications and documentation amongst the project team.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Robert Bonam, Oakland University

Description: Have you ever run Unapplication of Payment TGRUNAP and encountered failure as a result of incorrect transaction balances? This presentation will discuss the following: * Cause of incorrect balance: improper duplicate pidm corrections, and improper parameters used in an insert process * Ramification of incorrect balance condition: unable to unapply and reapply charges for individual student, and inability to run mass Unapplication of Payment - TGRUNAP. * Identification of student account records involved: install and execute modified version of TGRUNAP provided by SunGard Higher Education to identify out of balance record, and analysis performed to identify the TBRAPPL (application of payment) and TBRACCD (account detail) records related to the out of balance pidm. * Resolution: insertion of TBRAPPL reversing records, setting re-apply indicator on original TBRAPPL records, and reset TBRACCD balance.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Mary Ellen Cravotta, SunGard Higher Education

Description: This session will present a functional overview of document management and imaging within the Banner Unified Digital Campus. Attendees will learn about document management and imaging across a range of Banner Unified Digital Campus products such as Banner forms, Luminis portal, Workflow, Self-Service, HR Faculty Contracts, and Travel & Expense Management. This session is useful for anyone looking for a basic understanding of how document management and imaging can be used on campus and what tools SunGard Higher Education provides to help.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1: New - limited experience

Lead Instructor: Mark Zimmerman, SunGard Higher Education

Description: Please join the SunGard Higher Education Enrollment Management Team for an update on our Enrollment Management solutions. This session will provide an overview of enhancements delivered in the past year to help you better engage with prospective students, enrolled students, and alumni, as well as share product plans for the future. In addition we'll provide insight on how our clients have achieved value and benefits from both Enrollment Management solutions and services during the past year.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Tom Wagner, SunGard Higher Education

Description: Come hear about SunGard Higher Education's plans to greatly improve the self-service tools available to students to map out a degree plan that supports their career and academic goals, while taking into account the realities of their schedule constraints and other preferences.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Dawn Rucker, SunGard Higher Education

Description: This session will cover recent enhancements made to Banner Financial Aid for Direct Loan processing and planned updates for the 2010-2011 aid year.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1: New - limited experience

Lead Instructor: Jennifer O'Brien, SunGard Higher Education

Description: This session will provide an overview of Banner General deliverables since last year as well as preview upcoming releases.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Deanna Rexe, Vancouver Community College

Description: Educational institutions are increasingly mandated to measure and demonstrate performance to internal and external audiences. Governors, executives and other senior managers are called upon to make evidence-based decisions, monitor ongoing organizational performance, and report progress against strategy. Successfully developing a conceptual framework for a measurement program, as well as the strategy for implementing performance management metrics, requires consideration of the organizational, cultural and business process environments, as well as technical planning. This session provides an overview of leading resources for developing models for institutional key performance indicators (KPIs) as well as outlines the ten year journey of Vancouver Community College in developing an institutional balanced scorecard, aligning with a provincial accountability framework, implementing the ODS and EDW, and early work on dashboarding.

Session Type: Presentation/Demonstration
Type of User: Strategic (Executive Level)
Level of User: Level 0: All levels of experience

Lead Instructor: Dagmar Murray, Purdue University

Description: Instructional scheduling is a challenge for most campuses. Scheduling classes, exams and university events efficiently while maximizing the use of the institutions facilities and educational resources, meeting instructor and pedagogical scheduling requirements, meeting student course demand and minimizing student conflicts is a complex problem. Purdue University developed Banner integration with an open-source timetabling software tool to build and maintain the master schedule of classes. It is a distributed system that allows university and departmental schedule managers to gather class resource and scheduling requirements and coordinate efforts to build and modify a course schedule that meets their diverse organizational needs while minimizing student course conflicts. The system is also used to build final and midterm exam schedules and manage room scheduling. Learn how the science of timetabling is incorporated with Banner for master scheduling at Purdue. This presentation, geared to both technical and functional users, will provide a brief overview and demonstration of the timetabling tool, showing how classes are scheduled and how it integrates with Banner. The technical integration architecture, development and implementation will be explained.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Ellen Jetto, SunGard Higher Education

Description: Banner Student 8.3 introduces new features that make registrations "curriculum-based." This enhancement makes it possible to link a students specific registration records (crns) directly to their curricula records. Banner 8.3 introduced this first phase of the enhancement we have called Study Paths. Our global development partners participated every step of the way in detailed requirement gathering and review of this new functionality. The result in 8.3 is the creation of Study Paths that allow the user to create a Study Path upon admission and use it to record and maintain student data tied directly to a curriculum and to permit or prevent registrations (Study Path status, Study Path standings - academic, progress and combined). This can then be used to link the Study Path to specific CRNs in registration through the Internet Native form. The Study Path connection is tracked through to Academic History using the grade roll process. Banner Student release 8.4 provides the ability to register using study paths via the Student and Faculty Advisor Self Service products.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Shawn Brayton, University of North Florida

Description: Managing pre- and post-implementation of CAPP requires a clear understanding of where you want to be and what you want to accomplish by the end. From the very beginning, the University of North Florida (UNF) had a clear understanding that a successful implementation of Banner Student required having CAPP operational and fully functional. With its previous experience with online advising systems, UNF recognized that the implementation was only the beginning and that true success would depend on continued nurturing of the CAPP system. At the start of the implementation of Banner Student, UNF created a CAPP Team. This team was actively engaged throughout the entire 3-year implementation and actively participated in all consultant led business process analysis and training sessions. In addition, the CAPP team was an integral component of the Student project team charged with implementing the entire Student module. The CAPP Team focused on ensuring that all decisions about the implementation would have a positive impact on and result in a successful CAPP implementation. The presenters will describe the UNF process for achieving a successful CAPP implementation and continued oversight activities.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Rachelle McDonald, Texas A&M University

Description: This session will aid in FISAP preparation and assist with the "place-holder" questions that arise each year.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Erin Ebert, Savannah College of Art and Design

Description: In an economic year when every new student counts, Savannah College of Art and Design (SCAD) developed a portal to support the transition of deposit paid, incoming students from acceptance through orientation. Each new concept emphasized creating a foundation for IT personnel to learn more about admission business rules; and conversely admission staff became familiar with IT capabilities to create a solid partnership for all BRMS processes. Through this new partnership, we were able to create a successful new relationship with our students, and meet our project goals of increasing timely payments, reducing counselor calls, and anticipating the needs of specific student groups. Some of our key strategies included: - Designing a new portal skin with matching content look and feel for each catalog year - Using Luminis portal technology for all targeted communications - Defining new roles based on Banner definitions - Identifying new user attributes based on Banner detail codes, recognized by Luminis - Developing new interactive channels for the portal, like the New Student Task List - Pairing students with Banner assigned counselors presented in a Meet your counselor channel - Tracking all traffic and response rates using Google Analytics We measured our success from launch to fall orientation

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Ann Livingstone, University of Kentucky

Description: fsaATLAS has been set up, your techs have loaded data in from the student system for your F-1 visa holders, they have added your majors, the DSO's are in the system, now what? This class will be an overview of fsaATLAS and where your student data goes, how to find it if it does not appear, and how to download or reject data. We will discuss data origins, data flow, using the individual datalink, the Campus Datalink and the Datalink Manager. Your data extract is creating the Sevis-required events, are you getting "Create Student" events? For the create student events, we will practice setting up templates for Admissions. We will practice creating a new student record that does not get data downloaded. Registrations will download for new and current students, discussion will include how to handle these events, how to add the ones you do not get, how to untangle it when it goes wrong, and checking new and current students against the Sevis Alert lists. Personal Information Updates, extensions, completions and terminations will be discussed. Basic management of the Sevis Manager will also be discussed. Troubleshooting: what to do when you really get it wrong and have to clean up and reset! Attendance at this hands-on session is limited to registrants who use the schedule builder to sign up. Additional seating may be available on a first-come first-served basis.

Session Type: Hands-On Training (HOT)
Type of User: Functional (Administrative)
Level of User: Level 1: New - limited experience

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Lead Instructor: Harri Weinberg, Drexel University

Description: This presentation is for beginners and will be an overview of DegreeWorks functionality or as we tell our students...endless possibilities. This will be a discussion of the delivered functionality and what we added to the site for our students and advisors. We implemented DegreeWorks in September 2009 so we will share our successes and a few of our failures as we worked through our first year.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1: New - limited experience

Lead Instructor: Michelle Polarek, SunGard Higher Education

Description: This session will provide an overview of the key strategies and techniques for an Advance Windows client to migrate from their windows interface to the Advance Web interface.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Carol Thorp, Advancement

Description: A feasibility study is an important process for analyzing an institutions past and present advancement program to gain perspective on the capability of successful capital fund raising. There are three important components to a feasibility study - 1) objective data analysis of past, present and future giving, as well as propensity and capability, 2) examination of resources internal to advancement and 3) examination of attitudes and perceptions of stakeholders capable of the strongest support for a large capital campaign. This session will focus on how to conduct the data analysis components for a feasibility study. Topics will include a discussion on data assessment and requirements, a review of the typical types of analysis, presentation on new ways to analyze your donor base and the tools available to make it easier for you to draw conclusions and present findings.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Scott Geiser, SunGard Higher Education

Description: Come see the exciting new features that have been added for Banner Advancement 8.3. Highlights include new PCI Credit Card Compliance, consolidation of gift processing code into a single package, new processing rules for soft credit and much more!

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Adrian Wijasa, College of St. Benedict/St. John's University

Description: Banner Document Management Suite (BDMS) for Advancement Services at St. Johns University MN (SJU) went live on 8/24/2009. The primary objective of this BDMS implementation was to store paper documents in a relatively more secure and accessible fashion. There are three steps that SJU Advancement Services went through to implement BDMS: Firstly, SJU Advancement Services needed to determine a filing system that works best for them. It was difficult to design a filing system that works well with all Advancement Services areas. Someone who scans in documents might want a simple filing system with few categories, while another who retrieves documents might want to see documents stored with more categories. After several discussions, SJU Advancement Services decided to add custom fields, such as Class Year and Document Sub Type to baseline classifications. Secondly, to implement the proposed document filing system into BDMS, a new custom BDMS Application was created. To ensure the quality of this custom Application, SJU Advancement Services consulted with SunGard Higher Education before rolling out this Application for testing and production. Finally, procedures were created to guide staffs who are going to scan and retrieve documents to/from BDMS. This presentation is going to elaborate on the three steps above.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Nathan Anderson, Wake Forest University

Description: Like many schools, Wake Forest University's management and Board of Trustees have a need for rapid access to financial information. During the winter of 2008-2009, the University embarked on a three month project that was meant to automate the financial statement creation process. With extensive use of Banner attributes and data pulled from the Operational Data Store (ODS), Wake Forest built a new star schema data structure for financial reporting. The financial statements and other supplemental reports were created in Cognos off of this new data structure. The star schema was built such that it could be expanded for other financial reporting needs for such reports as the IRS form 990. The presentation will cover the process that Wake Forest went through in order to build this new reporting data structure, how it works, what reports we are now able to quickly produce, and lessons learned from our experience. This session is intended for any school that has a need for rapid financial reporting to improve transparency and speed annual audits.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 1: New - limited experience

Lead Instructor: Gary Houck, Sungard Higher Education

Description: The session will develop an understanding of the Banner Budgeting Processes – How Banner Budget Development, Spreadsheet Budgeting, and Self-Service Budget Development Interact.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 0: All levels of experience

Lead Instructor: Suzanne Schuelke, SunGard Higher Education

Description: This session will review the leave accrual process within Banner Human Resources including rules and validation set up, and the inquiry forms and reports available to daily users to assist in the audit of appropriate leave accrual processing.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1: New - limited experience

Lead Instructor: Brandon Phipps, PeopleAdmin

Description: Find out how PeopleAdmin's unique talent management software has saved over 500 Higher Education Human Resources offices vast amounts of time and money by streamlining requisition workflows, online personnel transactions, and performance evaluations, while increasing compliance and providing easy and robust reporting. Discover how our easy-to-use interface allows PeopleAdmin customers to make changes to application fields and forms, email templates, real time site announcements and automated emails.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: James Klaiber, SunGard Higher Education

Description: In this session, we'll provide an overview of the Banner Position Control module and the various feeds to Banner Finance. It includes a discussion of the relationship between Banner Finance and Human Resources. If you want to learn more about Position Control, this session is for you!

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Jeff Jones, SunGard Higher Education

Description: Banner Travel and Expense Management module that helps customers gain efficiency and control, go paperless, and reduce the cost of processing travel expense authorizations and reports. Come learn how your organization can take advantage of this great solution specifically designed for Higher Education customers.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Dan Toughey, TouchNet

Description: PCI compliance reaches another milestone July 1, 2010 with the Payment Application Data Security Standard (PA-DSS). Are you prepared? Join us to learn how schools have made Move The Button a winning compliance strategy. Investigate why reducing the number of applications that touch sensitive payment data and building a unified commerce environment helps you not only comply with evolving PCI requirements but also run campus business better. Move The Button is PCI compliance done right.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Richard Moon, SunGard Higher Education

Description: An overview of the current technologies and best practices that facilitate applications integration across your digital campus. The session will include updates related to Banner Enterprise Identity Services, Business Event Publisher, Integration for eLearning and Web services.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 0: All levels of experience

Lead Instructor: Patricia Tuchman, University of Illinois

Description: The Commons is a collaboration environment where customers can connect with peers, colleagues and SunGard Higher Education experts around the world to share experiences, answer questions and help resolve problems. This session will not only include an interactive live demo but also focus on the vibrant participative communities. We'll discuss the early work and proof of concepts leading up to the launch of the community. We will also discuss future direction and what's coming next. Come talk with your colleagues to find out more. Don't miss this session and find out how you can join the conversation.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Jacqueline Sene, University of Denver

Description: The University of Denver has embraced the Banner web application for admission at the graduate level to better serve our graduate applicants, focus on doing more with less, and move toward greener practices. Using a mix of Self-Service, BDMS and Workflow we have further streamlined our admissions processes. This summer with the help of University Technology Services we launched a Self-Service feature to accept online letters of recommendation from third parties and enhanced the application so supplemental documents can be uploaded. The use of BDMS Index Image Import Wizard allows most documents to be indexed and loaded into BDMS with a single process. Workflow is the final piece of the process once all the mandatory checklist items are satisfied. With workflow graduate units are alerted to when applicants are ready for faculty evaluation. To improve the accuracy of the applicant acceptance projections we have implemented the Banner feature that allows applicants to confirm or deny their acceptance on Self-Service. This has allowed the graduate units to communicate in a more timely fashion any additional information regarding admission or Financial Aid requirements needed to attend DU.

Session Type: Panel
Type of User: Functional (Administrative)
Level of User: Level 0: All levels of experience

Lead Instructor: Andria Brabo, Aims Community College

Description: As part of larger process designed provide Banner services for our Disability Access Center (DAC), IT staff was charged with finding a way to keep all DAC information confidential. Restricting access to the key disability tracking screen (SGADISA) was very easy. Blocking case notes was more difficult. The decision was made to use FGAC to mask all comments entered by DAC staff. Once developed the process has worked well in both Banner 7 and Banner 8.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 1: New - limited experience

Lead Instructor: Ali Penton, University of West Florida

Description: In this session by the University of West Florida, you'll learn about some of the lesser known cool features in Banner HR and how to use them. Topics include: * how to set up Electronic W2's; * how to utilize the Race and Ethnicity Self-Service Survey; * how to give mass salary increases to a group of employees; * how to get employees and approvers to complete their responsibilities for Web Time Entry; * how to download data from Banner forms directly into Microsoft Excel; * how to search for a Banner Form when you don't remember the key letters; * and a few more!! Join your peers for a look at some of these handy features in Banner Human Resources!

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Karen Funston, Colorado Community College Systems

Description: Get the first hand experiences from an ODS 8.2 Beta Test Site. Overview architectural changes and how well they actually worked. Will also cover install tips, testing and performance comparisons. If you're thinking of moving to ODS 8.2 you won't want to miss this one!

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Mike Gostomski, Portland State University

Description: Portland State University has developed a Banner Workflow model for the electronic routing of Banner Access requests (eBAR) replacing the cumbersome paper form routing process. The eBAR request is invoked from an intelligent, conditionally pre-populated, Banner Self-Service form. Parameters are managed using a cross-reference technique to populate the workflow event. The workflow is dynamically routed through different layers of approval (both in-series and in-parallel). The workflow automatically creates a workflow account if one does not already exist for an approver and assigns the appropriate workflow role. The eBAR request is ultimately routed to IT where a new Banner account is created (if necessary) and the approved access is granted. In addition to presenting the eBAR workflow model, we will also discuss the set-up of organizations and roles within workflow, and techniques we developed to enhance the workflow product allowing us to implement checkboxes, dynamic pull-down lists and form validation. This presentation is targeted toward the experienced functional user and any functional/technical staff involved in workflow modeling.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 0: All levels of experience

Lead Instructor: Jennifer O'Brien, SunGard Higher Education

Description: Project Horizon is SunGard Higher Education's effort to modernize the user experience for the administrative side of Banner. This session will discuss our upcoming release of Banner and explain what it'll mean to you and your institution.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: John-Bauer Graham, Jacksonville State University

Description: This program will present best practices and lessons learned installing, training, migrating, and marketing the Luminis Content Management System (v 3.3.1 three years) at one medium-sized university. Those new to LCMS or those with limited resources and staffing will benefit from this "where do I start" and "finished product looks great" voyage through the LCMS implementation process.Time and attention is given to recommendations on how to do more with less for colleges and universities with smaller IT units and fewer resources for training and migration. Intended audience would be smaller and medium-sized academic institutions who are thinking about, or have just recently begun the implementation process.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 1: New - limited experience

Lead Instructor: James Cresawn, Pima Community College

Description: Luminis Platform is a core component of the web infrastructure at Pima Community College. The college has around 1,000 simultaneous Luminis Platform sessions during most days. During peak usage the simultaneous sessions have risen above 1,600. As demand for the web portal has grown, tolerance by users of downtime or slow performance has shrunk. This has created a need for monitoring systems which alert when there are service outages, warn of capacity concerns, and track performance and usage metrics over time. PCC has implemented Nagios and Zenoss to serve these functions. Zenoss provides an effective means of tracking system performance and usage metrics over time. These metrics are tools used to gauge the popularity and reliability of our portal and its Single Sign-On connected services.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 0: All levels of experience

Lead Instructor: Satish Reddy, Seton Hall University

Description: Because we use EAS for Luminis authentication, our users had no way of knowing when their logins were set to expire. To provide this information to the user, and promote the proactive step to change passwords, we developed a Luminis application to query Active Directory for a user’s login status and expiration date, and display this info within a channel. Building off this original app, we developed one for our helpdesk, which provides additional user login information from AD and Luminis. We pulled in user roles from both Luminis and Banner to help highlight any discrepancies between the two systems. We also included challenge questions used by the help desk for password resets.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Makarand Kulkarni, SunGard Higher Education

Description: Current Luminis IV and proposed Luminis 5.0 make use of portlet technology to deliver contents to user via portal technology. This session will explain the portlet technology and its use in Luminis. This session will detail out the development, testing and deployment of portlets using industry standard mechanisms.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 0: All levels of experience

Lead Instructor: Greg Litchfield, Grace University

Description: How we virtualized almost all of our servers and deliver SunGard Higher Education applications in a Citrix Xen Center environment and saved money in the process.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 0: All levels of experience

Lead Instructor: Dave Jaffe, Dell

Description: Last year at Summit, Temple University and Dell described the initial implementation of Banner and Luminis on Dell x86 servers built on Intel Xeon processors and Dell/EMC fibre channel storage at Temple. Since then, Temple has gone live with Banner Finance and HR, and has also applied a number of significant patches. In this years presentation the continuing implementation of Banner will be described along with performance details of Banner, Luminis, and Oracle RAC running on Dell hardware. There will also be a brief description of other ERP-related products such as Banner Document Management Systems, Workflow, and AppWorx.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Henrik Elmgren, HP

Description: HP will be presenting innovative ways to deliver higher performance and scalability while reducing capital expenditures in support of SunGard Higher Education digital campus environment. HP's proven leadership in IT solutions will allow CIO's to meet the ever increasing demands of new services to customers while minimizing costs to deliver resulting in increased profit contribution to their institution.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Tim Coley, SunGard Higher Education

Description: Improving student retention and graduation rates can be a complex challenge, and certainly requires an institution to develop a concerted effort across functional boundaries. Our new Student Success and Retention services provide institutions with a comprehensive campus-wide strategy for helping students be successful. Our strategic services focus on enhancing such initiatives as academic advising, tutoring and skill development, and redefining at-risk students. Learn how strategic tools such as maturity models, scorecards, strategy maps, and key performance indicators can unify an institutions goals for student success, retention, and graduation.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Elaine Dawson, Old Dominion University

Description: Learn about Old Dominion University's strategy for managing the campus reporting environment and evolving information/BI needs to support data-driven decision making at all levels and across all business and academic units. Challenges include: creating and managing a campus information infrastructure; selecting and deploying reporting tools, dashboards and other resources to support a variety of BI needs such as enrollment management, student persistence and success, and accreditation support; identifying and establishing useful datasets of current and historical data; ensuring accuracy, consistency and comparability of information from multiple sources; developing and delivering secure self-service reports and dashboards; establishing KPIs; and protection of PII. Some expected results include enhancing and improving ODU's enrollment management (R&A) effort, better monitoring of students' academic performance, evidence to support targeted intervention and resources to improve student success and persistence, and dashboards to support the re-accreditation process. See how we are not only meeting today's need for business intelligence across the University but anticipating and planning for the University's future needs.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Mark Kichline, SunGard Higher Education

Description: This session will cover enhancements made to Banner Financial Aid for Year Round Pell processing, including the ability to award summer Pell from different aid years on a student by student basis.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Curtis Patrick, SunGard Higher Education - Development

Description: This session will introduce Flexible Registration 3.0, outlining the new features and functions of the product, provide a high-level functional review of the product, a demonstration of the new learner user interface, and a discussion surrounding the product roadmap for Flexible Registration.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 1: New - limited experience

Lead Instructor: David Schaefer, Miami University

Description: Federal and state governments require schools use a new method of tracking the ethnicity and race information of their students and staff beginning with the 2010-11 academic year. The Banner General module provides new fields for meeting the requirement. This session will describe Miami University's approach to the implementation of the new fields, including our new race values, data conversion from the old ethnicity, communication to the university community, method of ensuring existing reports and processes were updated, as well as lessons learned. Those who enter new students/applicants (Admission) and employees (Human Resources and Personnel), those responsible for federal and state reporting (Institutional Research), and those who enable reporting (IT) are the intended audience. The presentation will be based on Banner General 8.2, although the implementation in July 2009 was done in General 7.4.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Linda Jessup, SunGard Higher Education

Description: Whether your focus is on recruiting and admissions, student retention, or alumni engagement, the tools of Banner Relationship Management can help you target, engage, and build relationships with your constituents across the student life cycle. This session will present an overview of the product and provide insights on how the functionality has provided value to our clients since released in 2008.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Colin Turnbull, SunGard Higher Education

Description: In today's Global economy the make up of your student population is increasingly becoming international. The percentage of home grown students is reducing and the number of overseas students is increasing. In certain countries government agencies wish to track the entrance of these students to ensure they are doing what they should be. As such the Solution Centres have developed an International Student tracking module. This presentation will take you through the background of the module and give you a flavour of what it can do. As it is a generic tool then it will be shown how this module can be adapted to work in several countries. Currently it is used in Australia and the UK. The software is built on both Banner 7 and Banner 8 platforms and utilises the Process Rules Engine to extract the data and the Attendance Tracking module to record the events that the students need to go to.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Linda Day, North Shore Community College

Description: This presentation is a follow-up to the 2008 Streamlined Disability Services in 8 weeks demonstration. Since then the NSCC Information Systems and Disability Services departments have collaborated to finalize their business process solution. The NSCC project was a combined effort between Student Disabilities and the Information Systems departments. The NSCC public web site combined with Banner’s medical and disabilities components, letter generation, job submission, Xtender Solutions, and ODS reporting have culminated in greater departmental efficiencies, productivity and communications. Presenters (Analysts) from Information Systems will provide information on how this was accomplished as well as providing perspectives from the viewpoints of students and the Disabilities department personnel about the transformation from an inefficient paper based system to a simpler three step application process. Information will be presented on the specific efficiencies achieved including a one stop process for students and how the Student Disabilities department is now able to effectively view, retrieve and track all aspects of students with disabilities. Furthermore this process better meets our state and federal data reporting requirements and provides information on approval status, classification, accommodations, case management with counselor notes all in a confidential and secure environment.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 0: All levels of experience

Lead Instructor: John Nordmeyer, Middlebury College

Description: This session will describe the process that Middlebury College went through as it transitioned from manual entry of the Common App data to electronic importing of the data without the use of second-party products. The session will be partly a technical description of the process, but also a general overview of how to successfully manage a project of this scope.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Luz Gaeta, SunGard Higher Education

Description: This presentation will use the Banner Student Aid for Canada product (BSAC) and the Business Process Rules Engine (also known as BPRE, PRGN or MUU) to illustrate example cases for automating the awarding process for the Graduate Studies area. It will cover topics like: - Defining an on-line Financial Aid Application for Graduate Studies - Applying for Financial Aid using the on-line application - Tracking graduate studies applicants that have applied - Defining steps for automating the processing of the Graduate Studies awards - Automatic execution of awarding Graduate Studies applicants - Analyzing results.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Rebecca George, SunGard Higher Educaion

Description: This class will be for both novice and experienced users of CLM. We will concentrate on understanding the origin of NSLDS errors from within the system. Once a clean pre-submittal report is obtained we will discuss the 3rd level return errors. Which errors are self-correcting and how to process error correction within CLM will also be discussed.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 0: All levels of experience

Lead Instructor: Larry Garrett, The Victoria College

Description: Victoria College's experience using Win services to create a full-service UDC in less than two years. VC replaced our entire legacy system with Banner, implemented a Luminis portal, switched to an Oracle RAC environment, brought all courses into an integrated course management system, and installed ODS, Workflow, and Banner Document Management Systems in a single integrated project. The Victoria College project manager will discuss the entire process, from product selection, through post-production support, with advice and lessons learned for other schools who want it all and want it now.

Session Type: Presentation/Demonstration
Type of User: Strategic (Executive Level)
Level of User: Level 1: New - limited experience

Lead Instructor: Chrissy Coley, SunGard Higher Education

Description: Banner Enrollment Management Recruiting and Admissions Performance (RAP) is a powerful tool which can support your campus in proactively tracking and monitoring progress towards prospective student enrollment goals, as well as reporting on metrics that key campus stakeholders need to assess performance in a timely manner. However, in order to optimize the intelligence available through the solution, it is crucial to first have an effective strategy in place to provide a clear destination (what you want to achieve) and outline a detailed roadmap (how you plan to execute your strategy and measure your progress). This session will highlight the experiences and recommendations of Enrollment Management executives, functional staff members, and systems analysts from Tarleton State University, College of St. Scholastica, and Truman State University as they adopted a strategy first, solution second approach to implementing Recruiting and Admissions Performance on their campuses. Session participants will also see how the functionality of the RAP solution can support the monitoring and reporting of key performance indicators that are tied to executing an institutions enrollment strategy.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Julia Pacilli, Mount Olive College

Description: Interested in using scheduled actions to do more than just sending letters? Ever think about driving scheduled actions off tables other than the academic table? This session will provide examples of how to do just that from the PowerCAMPUS (6.31) admissions setflow. We will look at how Mount Olive College has created forms, summary application sheets and labels to run with mail merge processing, as well as tracking documents and events with scheduled actions, running letters for admissions stops, automatically scheduling phone calls, and much more.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Christine Collins, Office of International Students and Scholars Purdue University

Description: You don't have to be a SQL Socrates to create meaningful, well formed reports from your fsaATLAS data. The best data management system on earth is nothing without the ability to compile, analyze and measure your international population data. This session is for beginners, no technobabble here, just simple straightforward solutions to your frequently asked data questions. The session will demonstrate how to ask the questions, so the application can respond with an appropriate, and realistic answer. It will provide users with the gotchas to watch out for and some sample reports that you can implement as soon as you return from fabulous San Francisco. Did you know, report writer does more than produce reports? It's a promise you won't leave disappointed or empty handed! Attendance at this hands-on session is limited to registrants who use the schedule builder to sign up. Additional seating may be available on a first-come first-served basis.

Session Type: Hands-On Training (HOT)
Type of User: Functional (Administrative)
Level of User: Level 1: New - limited experience

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Lead Instructor: Scott Arnett, SunGard Higher Education

Description: This meeting is for public universities and community colleges which are members of the Texas Connection Consortium (TCC). The TCC Executive Board Chair as well as the Director of the Support Center will up date you on items relevant to the Texas Connection.

Session Type: Birds-of-a-feather (BOF) Discussion
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Margaret Mason, Tennessee Board of Regents

Description: This Birds-of-a-Feather (BOF) session is for all attendees from any Tennessee institution using SunGard Higher Education products.

Session Type: Birds-of-a-feather (BOF) Discussion
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Troy Boroughs, University of Richmond

Description: Mid-Atlantic Banner Users Group (MABUG) Birds-of-a-Feather meeting to bring members up-to-date with the MABUG organization and future conferences.

Session Type: Birds-of-a-feather (BOF) Discussion
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Bill Grau, SICAS Center

Description: This session will provide background on the State Systems Consortium building efforts of the SUNY SICAS Center and the Georgia Board of Regents. It will focus on common issues experienced by users of Banner UDC products in Higher Education State Systems. Updates will be provided on the deployment of the listserv, survey and survey results, and how others can become engaged. This session will provide an opportunity for participants to discuss common challenges and solutions on topics such as release management, multi-institutional functionality, integration with third-party vendors, along with ad hoc topics of interest to the attendees. The goal of this session will be identifying and exploring areas where collaboration adds value, reduces costs, and encourages cooperation. Directors or managers of IT for state systems or coalitions of colleges and system-level IT users are the target attendees.

Session Type: Birds-of-a-feather (BOF) Discussion
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Beth Hess, Saint Joseph's University

Description: This is your opportunity to meet with PABUG officers, to hear about upcoming events and plans and to discuss the issues most important to you. We welcome our friends from neighboring states who have previously attended/particpated in our annual conference.

Session Type: Birds-of-a-feather (BOF) Discussion
Type of User: All Types
Level of User: Level 0: All levels of experience

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Lead Instructor: Sharla Trimm, SunGard Higher Education

Description: Most successful college grants professionals agree grant projects must move your college forward in meeting its mission and objectives. Learn how to align your grants effort to the priorities of your college and strategies to address requests for grants support for projects that are not aligned with the mission, 3 learning objectives. 1. Participants will learn the importance of aligning grants strategies to the institutional plan and priorities. 2. Participants will learn strategies for gaining input from institutional leaders on critical projects. 3. Participants will learn strategies to address requests for grants support that are not aligned with the institutional plan or priorities.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: William Thompson, Jr., Princeton

Description: Web based technologies provide an excellent platform for a variety of application integration scenarios, and Advance Web is no exception. Our expert panel will discuss a number of Advance Web integration projects spanning 3rd party, open source, and in-house applications such as Cognos, PubCookie, JASIG CAS, and iModules.

Session Type: Panel
Type of User: All Types
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Ginger Kane, Emory University

Description: In this session we will outline the evolution of an Advance implementation from basic conversion in a legacy system to fully integrated development solution. It will touch on the choices, prioritization and growth of the Emory Advance Windows and Advance Web implementation, highlighting changes over time as we have incorporated additional interfaces, vendor integrations, client profiles and tools. The focus of the session will be on change, the willingness to upgrade annually, the willingness to expand scope of use across the institution, and the skills we have found necessary to accomplish our technical and business goals.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Steven Szalay, Oakland University

Description: Oakland University has developed three workflows for use in Banner Advancement to dramatically improve the integrity of the data related to donors. We will cover how OU uses Banner Workflow to insure that the Advancement Services office is aware of modifications to data made by other units on campus regarding names, deceased indicators and employment.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 0: All levels of experience

Lead Instructor: Bill Kavan, SunGard Higher Education

Description: At Summit 2009, SunGard Higher Education and iModules announced a partnership to work together to help institutions better harness technology to build strong web based alumni communities. Currently the iModules Encompass and SunGard Higher Education's Banner Advancement and Advance integrate with each other. In this session you will learn more about the functionality of Encompass, details about the current integration, and plans for additional future integration.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Colin Turnbull, SunGard Higher Education

Description: This presentation will introduce new functionality that allows for the use of Multi-Currency in your organization. Originally designed for the Middle East but now able to be used globally (MEHRMC) is a product that localizes Banner Human Resources 8.x. It allows you to meet the business needs required to enable your institution to process your payroll and pay employees in multiple currencies. Once this localization is installed, you can assign currency codes at the employee level and at the position budget level. You can also maintain the currency conversion rates for each payroll period which will be used to calculate the converted/equivalent amount of the target/base currency. With MEHRMC, you can do the following: * Maintain currency related information * Specify the currency code that will be used to pay the employee * Run payroll processes in multiple currencies MEHRMC is used primarily to meet the following requirements: * Posting the payroll transactions to the Banner Finance module * Produce any future payroll multiple currency reports.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Carol Powers, University System of New Hampshire

Description: The University System of New Hampshire (USNH) recently implemented the PeopleAdmin Applicant Tracking and Position Management products for all six of our institutions. Our UNH campus is one of PeopleAdmin's original Applicant Tracking clients. In this session, we will share our implementation experiences with you. Additionally, we will touch on our implementation of the Banner HR Interface with the PeopleAdmin Applicant Tracking Module to efficiently hire selected candidates! Using both of these products will help us eliminate inefficiencies currently encountered with processing employee paperwork and the associated data entry errors. Come learn how we were able to streamline business processes, manage deadlines and build consensus to complete our implementation in six months!

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Rohini Ananthakrishnan, University of Denver

Description: By using various SunGard Higher Education tools, you can convert HR paper processes to automated paperless processes. At the University of Denver, our automated hiring process begins with an in-house developed self-service page to initiate the hiring request, to validate the data, and to prevent the process from continuing if pre-requisites such as background checks have not been completed. Submitting the hiring request initiates a Workflow that streamlines the approvals process. After the final approval, the data is automatically placed in the appropriate Electronic Personnel Action Form (EPAF) tables. The final step in the Workflow is to launch the NOAEPAF form to complete the hiring process. The benefits are enormous: The data is entered only once; what is approved is what is ultimately put into NBAJOBS; the time from request to completion has gone from days to minutes resulting in increased efficiency; and it's GREEN (paperless)!

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Charles Westfall, SunGard Higher Education

Description: In this session, attendees will get an overview of the many enhancements available to Banner HR 8.x users, including several miscellaneous RPEs.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Jayne Franklin, SunGard Higher Education

Description: We will provide an update on Banner Travel & Expense Management. Since its release in 2009, we have provided three additional releases of new functionality. Learn more about the features of these releases from the development team and learn more about the new functionality planned for 2010.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Betty Roberts, University of Central Missouri

Description: Mid-size colleges and universities, like large institutions, need cost-effective and easy-to-use business systems to: gain visibility of spending on goods and services, put strategic sourcing agreements in place, drive contract compliance, and bring procurement to the desktop. When spend is brought under management, a five to 20 percent cost savings can be gained without impacting people or programs. As such, procurement is now viewed as an opportunity by university financial leaders. Attend this session to learn how the University of Central Missouri (UCM) uses SciQuest HigherMarkets Express for Banner Finance to automate time-consuming tasks, such as approvals and PO creation. The resulting purchasing process is efficient, transparent, tightly integrated with Banner Finance, and produces unprecedented data quality for decision-making with little to no maintenance. UCM now has a comprehensive picture to optimize the value of every tax-payer or sponsor dollar. UCM is positive proof that mid-size institutions can benefit from the savings and efficiencies of strategic procurement. Procurement staffs of any size can significantly impact the institutions they serve amid rising costs, declining endowments and constrained budgets. Join us to make your procurement and financial goals more than a possibility, but a sustainable and evolving reality.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 3: Senior and experienced practitioners

Lead Instructor: Kay Rhodes, Texas Tech University System

Description: Texas Tech University System began a large complex implementation in 2005 of a complete SunGard Higher Education ERP system replacing very old legacy adminstrative systems. The project, ConnecTech, included 25 different products to be used by Texas Tech University (TTU), Texas Tech University Health Sciences Center (TTUHSC) and Texas Tech University System Administration (TTUS) throughout eight locations in the state of Texas. Over 600 staff and faculty were involved in the implementation with a core group of 130 functional and technical staff. The project was successfully completed on time and under budget in August 2009. This presentation will discuss: complexities involved in the project, project management and tracking, key components of the successful implementation, issues encountered and lessons learned. This presentation will benefit institutions beginning or in the process of implementing one or multiple products of an ERP.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Tim McLean, Accruent, Inc.

Description: Space Management Hat trick: 3 systems, 1 data source Space is one of your most valuable commodities. However, most institutions of higher education are not able to optimize their space usage as there is no single, consistently accurate record of all space information. Find out how you can get everyone on the same page with all aspects of your Unified Digital Campus working from a single system of record for all Buildings, Floors and Rooms. Bring together your Banner Student system, Classroom Scheduling system, Facility Management system and your Research Grant Indirect Cost Recovery processes, and ensure they are all working off the same information. Align your space plans with student and departmental requirements via graphically rich space planning scenario generation Track and manage the functional use of space from both a curriculum and research perspective Maintain current and accurate records for Indirect Cost Recovery requirements Manage the allocation of space between departments and provide a comprehensive database of classroom information to feed Student Class Scheduling processes Learn how to make your operations more efficient and gain the clarity and control required to maintain high standards and support enrollment and funding changes while driving operating cost reductions.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 1: New - limited experience

Lead Instructor: Robert Rullo, SunGard Higher Education

Description: Come and see how SunGard Higher Education is using a user centered design philosophy to improve the user experience throughout its products. In this session we will review our strategy and demonstrate our execution with demonstrations of the new Banner Self-Service user interface. We will also take a deep dive into Project Horizon and our efforts to modernize the administrative side of Banner! Participants will come away with direction on how to prepare for both the functional and technical changes in our upcoming releases. This session will be suitable for both functional and/or technical audience.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Mary Ellen Cravotta, SunGard Higher Education

Description: This session will provide a technical overview of the architecture, database, and administration of Banner Document Management Suite (BDMS). Attendees will learn the various core and optional components of BDMS, their uses, and their basic installation environment and administrative needs, and where to find key information in documentation and online. This session is useful for anyone looking for a basic technical understanding of BDMS and what early knowledge, tips, tricks, and traps are essential for a new admin.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1: New - limited experience

Lead Instructor: Stephanie Turek, Missouri State University

Description: Are you planning on implementing SunGard Higher Education's Banner Enterprise Data Warehouse (EDW) but don't know where or how to get started? This session will discuss how we prepared for and implemented EDW version 8.1 at Missouri State University. Topics will include troubleshooting tips and the steps Missouri State University took for a successful implementation of the Enterprise Data Warehouse in July of 2009. Be sure to attend if your are technical lead and are planning the implementation of the EDW or you are already using the EDW and would like to share your experience.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1: New - limited experience

Lead Instructor: Les von Holstein, Datatel+SGHE

Description: This will be a question and answer session with Banner Architects and senior developers.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 0: All levels of experience

Lead Instructor: Dan Sterling, SunGard Higher Education

Description: Banner Enterprise Identity Services (BEIS) allow SunGard Higher Education applications to integrate with an Identity Management System supporting account provisioning and single sign on. This persentation will cover BEIS installation and configuration supporting a CAS SSO environment.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 3: Senior and experienced practitioners

Lead Instructor: Karen Funston, Colorado Community College Systems

Description: Tracking performance of your loads and refreshes, working to meet end-user needs, applying upgrades and patches, an ODS administrator's work is never done! ODS provides an opportunity to use all kinds of techniques from writing new views of delivered tables, creating custom functions, the list goes on. Join Jim Carter from SunGard Higher Education and Karen Funston from Colorado School of Mines to learn some of the techniques (including quick-and-dirty work-arounds) that have been useful to track how your ODS is working and may make it easier for you to fulfill some of your end-user requests more easily. This presentation is designed with developers and dba's in mind.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 0: All levels of experience

Lead Instructor: Charles Bordin, Drexel University

Description: When Tuning Fails: Low-Tech PLSQL techniques for improving (and measuring) elapsed time for adhoc and batch procedures, in cases where Oracle Tuning is not working or is impractical. Focus is on Banner Student, but can apply across modules. Looks at minimizing I/O by using PLSQL Tables, sparse arrays, character indexes and nested tables and manipulating the indexes of these object. Also looks at use of TIMESTAMP and INTERVAL datatatypes for elapsed time measurement. Emphasis is on simplified examples rather than syntax. This presentation is aimed at PL/SQL programmers.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 3: Senior and experienced practitioners

Lead Instructor: Stormie Wells, SunGard Higher Education

Description: Go beyond Best Practices to Execution, and stop drowning in your Inbox! Many institutions have purchased SharePoint, and have installed it, but this is only the beginning. We will demonstrate the processes, tools, templates, training and governance plans that take your Community from ideas through to execution. You will see how the promised benefits of SharePoint can be realized in terms of an increase in productivity, reduction in email traffic and more constructive, relevant communications, which therefore produce real results.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Brian Ferris, Hofstra University

Description: With a focus on more intuitive user interfaces, social networking, and end-user empowerment, its easy to see why the phrase Web 2.0 is on everyone's lips. Learn more about this critical web technology and see how Hofstra University leveraged the power of Web 2.0 and SunGard Higher Education's Luminis portal to greatly improve the end-user experience.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Bob Smith, SunGard Higher Education

Description: Luminis Platform 5.0 incorporates the Terracotta distributed object caching system to enable seamless clusterability for performance and availability. Terracotta maintains cache coherency and allows data sharing among the cluster so that changes propagate among the nodes automatically. Administrators and IT managers will learn how Luminis Platform 5.0 will be deployed with Terracotta to provide higher performance, a seamless virtual environment, and transparent failover. Management tools will be presented for dynamic configuration and remote cluster monitoring.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: John Edwards, SunGard Higher Education

Description: Now that you're live with Luminis are you getting the most out of your portal? Learn about ways to evaluate your portal management practices and establish a portal growth plan to take you into the future. Topics include effective content planning and governance techniques.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: William Caulway, Clark University

Description: Clark University launched its Luminis-powered portal, ClarkYOU, in the Fall of 2009. Driven by a desire to enhance communications and empower the community, ClarkYOU quickly became the University’s one-stop-shop for personalized, 24x7 access to information and services, and an online gateway to email, calendars, course content, campus events, news, sports, grades and more. With no money for implementation services, Clark engaged with other universities as well as its own community to craft an impactful and tailored solution. Site visits, guest accounts, a review of commercial portal sites, and the formation of Clark-based constituent groups provided Clark with the knowledge and the skills to deliver a high quality experience for its faculty, staff and students, that met the project’s goals and is truly reflective of the Clark brand. This session will expose you to the processes, tools and experiences that the Clark team utilized and encountered.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Leigh Anne Duvall, Trevecca Nazarene University

Description: In order to track attendance for chapel, we use hand-held scanners to scan student ID cards upon entry to the church. (Ten students are identified as "chapel checkers" each semester, and they each use one wand.) Those wands are downloaded to a text file, which is imported to the Campus6 database using SQL Server Integration Servies (SSIS). The filename is used as an input parameter for a stored procedure which populates the tranattendance table. The text file is then archived with a datetime stamp. I provide a MS Access interface for Student Development to alter attendance manually if necessary. (when students forget their ID cards, are excessively tardy or are excused for some reason) This process is used for approximately 1,000 undergraduate students.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: James MacLain, Tompkins Cortland Community College

Description: With the change in overall architecture and technology stack from IQ.Web to PowerCAMPUS Self-Service, it would be beneficial to provide important technology guidance to get most institutions started on their customization projects. Through a joint effort, Tompkins Cortland Community College (TC3) and SunGard Higher Education, have come together to provide a summary of the valuable services that can be provided with a customization instruction. One result is a Transfer Evaluation project for Self-Service. This project gives the ability to see how courses taken at other institutions match up to your institution. This session will involve multiple ways to customize the source code, including changes through the existing architecture layers, using simple code-behind on .aspx pages, and creating your own custom projects. The Transfer Evaluation project will be broken down step-by-step to show how it was developed. This session focuses on using the Microsoft Visual Studio 2008 development environment to modify the existing PowerCAMPUS Self-Service source code through using simple code-behind on .aspx pages as well as creating a custom project. This session is intended for web developers/designers, power users or administrators who have knowledge of HTML, scripting languages such as Visual Basic Scripting Edition, and Microsoft ASP.NET.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Jaime Chambron, SunGard Higher Education

Description: Service-Oriented Architecture (SOA) and other systems integration principles and technologies has been theoretical for many. But some schools have applied these techniques to solve problems facing them. Attend this session to learn about how schools are applying SOA, workflow and other technologies to solve different types of problems to be more efficient, reduce risks and save money.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Antonio Trepesowsky, Sungard Higher Education

Description: Review all there is to know about the application and unapplication of payments processes. From the order of transactions to the pop sel options on TGRUNAP, we cover it all.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Matt McLellan, Evisions

Description: Did you know you can integrate all Evisions products with your existing technology? From student bills in self service to custom reports in Job Submission, Evisions has developed integration with most SGHE products. Come find out how you can plug IntelleCheck, FormFusion, and Argos into: Luminis, Self-Service, BDMS, ePrint, Banner, and more!

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Jan Levsen, SunGard Higher Education

Description: Please join SunGard Higher Education as we welcome to the conference Sue O'Flaherty from the U.S. Department of Education's office of Federal Student Aid. Sue will provide an Federal Student Aid (FSA) Operational update as it pertains to institutions. All Financial Aid attendees should mark this session as a MUST!

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Cindy Szkaradnik, SunGard Higher Education

Description: Clients are invited to get hands on experience with the newest release of Banner Flexible Registration. Attendees will get exposure to the new UI as well as learn how to configure the system to meet their institution's usage of Banner. Attendance at this hands-on session is limited to registrants who use the schedule builder to sign up. Additional seating may be available on a first-come first-served basis.

Session Type: Hands-On Training (HOT)
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Mike Salisbury, Sungard Higher Education

Description: Overview of Banner Recruiting and Admissions Performance Solution.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor:

Description: At Savannah College of Art and Design (SCAD) the IT and Admission departments have been challenged to seamlessly transition from a third party admissions tool to the Banner Relationship Management solution. Throughout this presentation we will discuss the challenges we faced and our strategy for success.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 1: New - limited experience

Lead Instructor: Michael Cruz, Florida Keys Community College

Description: Banner Relationship Management can be used to manage your relationships and communication with currently enrolled students as well as prospects or alumni. In this presentation you will learn how Banner Relationship Management can be used to meet your retention and engagement goals from both Florida Keys Community College (FKCC) and SunGard Higher Education. Last Summer, SunGard Higher Education expanded their solution’s ability to be leveraged across the student lifecycle, from prospect to alumni. Prior to and continuing with that change, FKCC began to utilize the CRM capabilities in Banner Relationship Management to handle their retention needs. FKCC will describe the driving factors that led to the creation of the campaigns and will walk through a couple of FKCC’s retention campaigns. They’ll address some of the limitations found prior to SunGard’s expansion and the ways they have used to work around them. FKCC will also go over how they formed an interdisciplinary team and identified keys areas that needed improved communications. This includes areas the team felt that a lack of sufficient communication was detrimental to student retention. Some of the areas we covered were student holds, remediation, and financial aid. In addition, SunGard Higher Education will discuss other capabilities that enable you to handle your retention needs, including improvements coming in the next release that will further enhance your abilities to retain and engage with students. These primary CRM tools can enhance student engagement and involvement which leads to improvements in persistence and graduation rates.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Shane White, University of Dayton

Description: Wondering how to make Banner Relationship Management work for you? Discover how the University of Dayton is using Banner Relationship Management 1.2 along with Banner Document Management System and Workflow to manage the application review process for over 50 graduate programs involving over 150 administrative assistants and faculty members. A live demonstration of the products working in coordination with each other will be provided, along with a question and answer session designed to allow participants to share their experiences.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Margaret Mason, Tennessee Board of Regents

Description: Because of laws passed in 2003, public institutions of postsecondary education in Tennessee are required to provide information concerning the Hepatitis B and Meningitis vaccines to new incoming students as well as verify certification that a MMR vaccination has been administered. The student is further required to indicate whether the appropriate vaccine has been received or they have elected not to have the vaccine administered. The absence of this information will prevent the student from registering through both Self Service and Administrative Registration. The process is complicated by the various exclusions established in the statute and by State Department of Health rules. At the 13 community colleges in the Tennessee Board of Regents system (TBR), it is common for people to decide the day before classes begin to start the process of applying for and being admitted to college. This session will discuss in detail the modification to baseline Banner that was required to ensure that the colleges are in compliance with the law without being inundated by a sea of paper that would be necessary to verify vaccination and the subsequent manual processes to place and remove holds on the student's record.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Judith Kelly, The College of Saint Rose

Description: Questions we hear all the time: What does this course transfer in as? Can't you make the progress report do what I want? Does this class have any openings? Is it time to update the catalog already? We will provide an overview of the many different applications that we have created to help our campus deal with these questions. We have a large transfer population and to assist them we have created TED (Transfer Equivalency Database) to make the transfer of courses from our feeder schools more transparent. Students can see the transfer equivalency of individual courses, as well as the program requirements for their intended majors (from CAPP) to help in making their decision to attend Saint Rose. To assist with catalog editing, we have created an online system for faculty to input course descriptions and send them directly to the Registrar for approval with the click of the mouse. Our real-time course listings pages and web-enhanced CAPP output assist students and faculty advisors in navigating their way through the scheduling and degree auditing processes. Each of these systems will be demonstrated by the end users, in a session that is appropriate for entry and senior level administrators alike.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 0: All levels of experience

Lead Instructor: Wilma ('Billie') Watts, Western Washington University

Description: Want to know how to reduce the number of courses offered by 10%-15% and have better course access? Using PL/SQL reporting and simple data warehouse tables we did just that! Course data on the report included number of sections and enrollment over three academic years. Based on past enrollment numbers and next year admissions projections the number of courses needed was calculated. While eliminating a large number of courses and adding key sections for fall quarter we had the best course access in ten years. Additional business intelligence reporting was accomplished using MS Excel spreadsheet pivot tables, Microsoft Analysis Services cubes, and asp.net graphical front ends. The five solutions provide interactive views on Admissions statistics, courses offered, student credit hours, declared majors and awarded degrees. This reporting is used by our Provost, Deans and Department Chairs to see trends in enrollment, programs needed, courses offered, and degrees granted. These solutions have provided information in difficult budget times that enabled executive management and departments to make our university leaner and more efficient. Registrars, admissions directors, and enrollment managers would be interested in this solution. IT personnel would be interested in the technical aspects.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Jennifer Carter, Sungard Higher Education

Description: Baseline Banner processing for class scheduling, registration, tuition/fee assessment, and end of term grade processing has been modified to be used by each of DeVry's six 8-week sessions for each academic year. However, DeVry determines a students eligibility for financial aid, academic standing evaluation, and external enrollment reporting by semester. Come learn about these upcoming baseline changes.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Peggy Carey, Texas A&M University

Description: From the seasoned to the brand new CLM user, this session will help you determine how to set up your invoice cycles.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Linda McClaughry-Erwin, Purdue University Calumet

Description: This presentation will provide Purdue University Calumets 10-month implementation of DegreeWorks. During this presentation you will learn: How we used the powerful scribe tool to create audits that proved helpful for advisors and students (Examples will include: Elementary Education, Pre-Management, Non-degree Programs); How we used a staged approach for our go-live date to coincide with Priority Registration for Spring 2010; How we use the Curriculum Planning Assistant (CPA)as an information resource. In addition, lessons learned will be shared as well as an overview of our future plans for DegreeWorks.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Chris Lehman, University of Illinois

Description: With data flowing from an SIS to fsaATLAS to SEVIS and back, maintaining clean data among the three systems can be burdensome. This presentation will highlight the strategies and techniques that the University of Illinois uses to make data verification and data scrubbing as painless and efficient as possible. We will illustrate how different reporting tools, including the Report Writer in fsaATLAS, can be used to generate both real-time and snapshot reports to aid in data verification. We will also demonstrate the use of on-demand and scheduled data updates to perform mass data cleansing in fsaATLAS. Since we use Banner as our SIS, we will have some Banner-specific content, but the general ideas guiding our process will be useful to non-Banner schools as well.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

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Lead Instructor: James Tio, Georgia Tech Foundation

Description: Authentication through the web has been widely accepted. Users are typically required to login separately when logging into different web applications, but this requirement poses an unnecessary burden and creates security risks when entering one's password into multiple websites. The Georgia Tech Foundation has implemented a single sign-on using the Luminis portal, CAS (Central Authentication Service) server, LDAP server, and CASify the applications through source code. The user logs in once through the Luminis portal and uses tickets for authentication, thereby creating a more efficient sign-on process, eliminating unnecessary login processes, and reducing security risk. The single sign-on also eliminates the need for users to remember user names and passwords for different websites. Main Portal: Luminis 4.1 CAS Server: 3.3 Authentication: Kerberos and LDAP Applications: Advance Web 9.3 Crystal Enterprises XI

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Mike Salisbury, Sungard Higher Education

Description: Advancement Performance Management overview presentation.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Chris Weld, Experian QAS

Description: Data Quality Affects Admissions & Advancement. Communication is at the core of all business operations. In higher education, admissions and advancement need to be confident in constituent communication and interactions, but offices must first ensure the accuracy of their data to achieve this result. Without accurate student and alumni address data, engaging contacts to drive applications and donations is impossible. Join Experian QAS for a discussion on address verification within admissions and advancement offices. Find out how to improve staff productivity and eliminate unnecessary costs associated with re-work by ensuring address accuracy. As budgets continue to shrink and staff time becomes sparse, avoiding re-work and generating more effective communications should be top of mind for all colleges and universities. Whether the objective is to improve the quality of enrolled students or to increase fundraising efforts, delayed or undeliverable communications reduces campaign effectiveness. Session attendees will learn: -The importance of address management -How to recognize and avoid address entry pitfalls -How to maintain data quality using USPS Move Updates -How to implement address accuracy best practices

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 0: All levels of experience

Lead Instructor: Scott Geiser, SunGard Higher Education

Description: Processing pledge payments using the mass gift entry form AGAGMAS.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Michael (Mickey) Hughes, SunGard Higher Education

Description: The session will review what a Banner Finance Process Improvement Assessment is all about. How it is conducted and what the expected outcomes should be.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 3: Senior and experienced practitioners

Lead Instructor: Lesley Wilmeth, Texas Tech University Health Sciences Center

Description: Texas Tech University Health Sciences Center uses the Banner Finance Budget Controls in a variety of ways to manage our Operating Budget. This presentation will explain the various types of Budget Controls available, an overview of how we use them at our institution, and the issues we have faced with our budget control set up. The types of budget controls used at our institution are 1) Controls on Chart Elements: error or warning at various FOAP combinations depending on fund type, 2) use of the budget account code to control spending at a level higher than the data enterable account code, and 3) use of budget control organizations to group departmental budgets. TTUHSC implemented budget controls at our go-live on Banner 7.2 in September 2009. Budget controls have been essential to preventing departments from overspending, and have given departments added flexibility to manage their budgets.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Sheli Senecal, Smith College

Description: Take a tour through the process of setting up Web Time Entry (WTE) for exempt and non-exempt staff from start to finish! Smith College's presentation will look at how we implemented our WTE system: initiation, communications, systems implementation, and testing. We'll also discuss the rollout, training, and maintenance of WTE. You will be shown the specifics of setting up Banner forms, get some tips and tricks, and be made aware of other issues that may need your attention. If you are looking for a comprehensive view of how to setup WTE and roll it out to your community, join Smith College for this session!

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 0: All levels of experience

Lead Instructor: Steven Sullivan, SunGard Higher Education

Description: Have you heard of the Labor Distribution Data Inquiry(NHIDIST) and what it can do for you? In this session, you'll learn the types of queries you can do on NHIDIST and the Employee Distribution Inquiry Form (NHIEDST) forms, along with how you can do reporting off of the table behind the scenes, NHRDIST. Examples of how to troubleshoot payroll posting errors, generate reports, reconcile benefits and deductions, and more will be discussed, including a demonstration of the functionality of these features.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Joe Egan, Nelnet Business Solutions

Description: Is your institution struggling with reduced budgets, campus commerce issues and compliance requirements (PCI, NACHA, Red Flag)? Colleges and universities are increasingly facing new challenges to their core mission. These challenges include managing campus commerce, providing customer service, and secure payment processing. Learn what the University of Richmond did to achieve cost savings, manage its campus commerce, and ensure that payments are being processed securely This presentation focuses on: Providing enhanced services Achieving Cost savings The challenges of compliance and commerce in higher education (PCI, GLB, NACHA and Red Flag regulations) Best practices

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Leroy Guice, SunGard Higher Education

Description: Join SunGard Higher Education as we talk about Application Hosting for PowerCAMPUS. In this session, we will discuss the benefits of the hosted solution to your institution, highlight the various leveraged administration services provided, and showcase the power of SunGard's Infinity Data Center Utility Platform.

Session Type: Presentation/Demonstration
Type of User: Strategic (Executive Level)
Level of User: Level 0: All levels of experience

Lead Instructor: Ed Mahon, Kent State University

Description: Kent State University implemented a very robust Unified Digital Campus that houses ten Banner Modules, twenty-three best of breed bolt-on applications, and twenty-four software integrations. The UDC is more than Banner and Self-Service and includes sophisticated workflows, integrated imaging, a highly used Operational Data Store and all within the Luminis Portal. The UDC was fully implemented within 30 months (on-time) and within the projected budget (on-budget). Most recently, the entire UDC was upgraded to 8.X. Kent State continues to use many of the "tips and tricks" learned during the ERP implementation to keep the UDC robust and state of the art. A full description of our implementation model, benefits, lessons learned will be thoroughly presented and discussed.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 1: New - limited experience

Lead Instructor: Adrian Wijasa, College of St. Benedict/St. John's University

Description: The presenter created CSV Loader in 2007, and it has been used numerous times in Advancement Services of College of St. Benedict/St. John's University (CSB/SJU) to mass upload Excel files into Banner. CSV Loader currently works with Oracle 9i and Oracle 10g. In an effort to centralize CSB/SJU data, CSB/SJU Advancement Services continuously import external data from spreadsheets and databases (including shadow databases) into Banner. The data can be in form of Event Attendance Records, Biographical Info, Prospect Info, Ratings, Special Purpose Codes, Special Activity Codes, Mail Codes, etc. Conventionally, SQL Loader would be used. However, it takes a considerable amount of time to parse a spreadsheet/database into control (CTL) files. CSV Loader is able to automatically parse a Comma Separated (CSV) file, derived from a spreadsheet/database, into a number of SQL insert statements. Through the user interface of CSV Loader, a user will be able to indicate in each CSV file column, the Banner tables and columns where that CSV column info should be recorded in Banner. The configurations can then be saved, so that at a later time, a user can just pull up the same configuration to import a similar spreadsheet/database.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Rick Magnotta, Wilfrid Laurier University

Description: The release of Banner 8 brought the Banner Community to the realm of Internationalization. In this regard, SunGard Higher Education has made available a Pro*C Rekey Toolkit to help in the transition to globalized software. At Wilfrid Laurier University, Waterloo, Canada, perhaps like many other institutions in North America, the decision was made to support only the English Language and, for the time being, only the Western European character set and not the entire UNICODE gamut. With this goal in mind an approach, elegant in its design simplicity and implementation efficiency, was developed and employed to convert the entire complement of, both, in-house and customized Pro*C applications. The converted applications are able to access the Internationalized UNICODE Data Base (Select, Update, Insert), but process the Western European Extended Ansi ASCII character strings using the standard C library functions to compare, copy, append, print, etc. The presentation will discuss the theory and the implementation details of this solution.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 0: All levels of experience

Lead Instructor: Rebecca McNaught, University of Illinois

Description: At the University of Illinois, we have found the Supplemental Data Engine (SDE) highly useful within Banner HR. During our upgrade to Banner 8, two vastly different needs were identified and both were easily resolved using SDE. This session will discuss our use of SDE for both E-Verify and Race and Ethnicity. We will review our set-up, the obstacles we encountered, how they were overcome, and our successful implementations. We will share our standards and how we use Fine-Grain Access Control (FGAC) in conjunction with SDE for data verification.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Brian Large, SunGard Higher Education

Description: This panel discussion is geared towards the changes implemented in the ODS 8.2 release. Topics for discussion will include the implementation of Oracle Streams, the new ODS architecture, materialized views functionality, and any other enhancements for the 8.2 release.

Session Type: Panel
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Justin Sharifipour, Emerson College

Description: Now that you have all of the BPRA products, it’s time to start getting a return on your institution’s investments. One of the main tenets of analytics is that your staff needs to spend more time analyzing data than preparing, writing, and ultimately creating multiple versions of the same truth. In order to stay ahead of the game and respond to rapidly evolving situations, institutions are being asked to look at more than just the number of admitted students and lists of donors. By utilizing the ODS and EDW with Cognos, institutions can gain new insights into what is truly going on with their business practices in an easy, efficient manner without ever using a spreadsheet. This session will focus on atypical reporting using Analysis Studio and Cognos PowerCubes, and the steps that need to be taken within IT and the institution as a whole to turn all of your information into the facts behind a decision.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Corren McCoy, Regent University

Description: This is a technical presentation that highlights the steps required for an administrator to implement document management in ApplicationXtender with either a pre-defined or new application in the Banner Student Module. We will discuss the design considerations, document types, context rules, index fields and shared key references necessary to setup an application. There will also be a discussion of the relationship between the various ApplicationXtender products. Attendees will also learn how to define and configure application security for users, groups and documents using profiles. Tips will also be given on how to use the SunGard-supplied re-baselining scripts to synchronize index fields.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Barry Gillaspie, Pima County Community College District

Description: In December 2008, Pima Community College embarked on a mission to automate and enhance the Colleges adjunct faculty contract approval process using SunGard Higher Education's Workflow. Because Pima Community College has six campuses, one district office and approximately 1300 adjunct faculty there was a significant need and college-wide demand to speed up and simplify the out-dated paper approval process. This presentation will focus on the elements of discovery, planning, design and implementation of a complex but beneficial workflow. Our unique discussion will identify efficiency improvements to contract processing and administration. We will discuss the elements of Pima's implementation of Workflow for Contract approvals, including: project administration, analysis of the previous approval process, design and testing of the new workflows, training, maintenance, and lessons learned along the way. The presentation is intended for staff and administrators with or without technical backgrounds who are considering implementing Workflow to automate any approval processes at their college or university; not just adjunct faculty contracts. Participants will leave the presentation with a better understanding of how Workflow can be used for automating approval processes, as well as enhancing communication, creating consistency across campuses and simplifying the process for staff, faculty and administrators.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Jaime Chambron, SunGard Higher Education

Description: We've talked about what Service-Oriented Architecture (SOA) could do for an institution before, but only scratched the surface. Where have schools gone with SOA over the last year and what are we doing to further enable the Service-Oriented Institution? Come to this session to review case studies and learn more about the technologies and techniques being employed to bring SOA to life both at SunGard Higher Education and at client sites.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Robert Rullo, SunGard Higher Education

Description: Project Horizon is SunGard Higher Education's effort to modernize the user experience for the administrative side of Banner. In this session we will discuss the goals of the project, the steps to prepare for the new architecture as well as demonstrate our current progress.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 0: All levels of experience

Lead Instructor: James Cresawn, Pima Community College

Description: Luminis Platform is a complex system with many settings that affect its behavior. To ensure confidence in configuration changes to production environments we have found that a stage environment is valuable for testing proposed changes. Some institutions may also wish to have an environment dedicated for use by software and web developers. With multiple environments to maintain, the challenge of tracking proposed and actual changes can be great. At Pima Community College, we use Mercurial to track our configuration file changes in each of our environments. The way our repository is configured is specific to our environment but could easily be adapted to other schools. We have at the top level of the repository a directory for each server. In the repository, commits identify who made a change and when and why it was made.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 0: All levels of experience

Lead Instructor: Robert Mackay, SunGard Higher Education

Description: Luminis Platform 5.0 technology architecture overview presents the components involved and the relationship and purpose in the components int he system. Specific topics covered will include Service Oriented Architecture, Rich Internet Application use and integration of external solutions.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1: New - limited experience

Lead Instructor: Kwesi Edwards, Oracle

Description: Institutions are moving more and more services to the Internet. This has reduced your maintenance windows and user acceptance of planned downtime. Oracle GoldenGate technology provides a unique solution for maintaining the uptime of Oracle Database and Applications during database, platform, or application upgrades and migrations. Combined with the Oracle Active Data Guard, planned downtime and be reduced to Zero. With Oracle GoldenGates capabilities for real-time bidirectional data replication between heterogeneous systems, the solution can synchronize old and new environments continuously to enable switchover to the new system without impacting Institutional operations. This will allow your user community to have maximum access to valuable Application, Self-service, and on-line services. This session will introduce you to new technology and best practices for reducing planned down time associated with application upgrades and migrations.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: David Palmer, The New York Conservatory for Dramatic Arts

Description: This session reviews how The New York Conservatory for Dramatic Arts (NYCDA) customized the PowerCAMPUS Portal solution to create a seamless, one-stop destination for its students. We will review our methods for single sign on to SelfService, Exchange, Dynamics Business Portal, Course Home Pages, and Rave Alert. We will also discuss how we extended SharePoint with custom and third-party web parts to make the system more flexible for our students and staff.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 3: Senior and experienced practitioners

Lead Instructor: Greg Litchfield, Grace University

Description: Big changes in the relationship between Microsoft's Active Directory and Exchange occurred with implementation of Exchange 2007. This presentation will deal with those changes and how to use scripts to automate account creation from PowerCAMPUS data.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 0: All levels of experience

Lead Instructor: Joy Hayward, St. Louis Community College

Description: Banner Enterprise Identity Services (BEIS) is a new Banner feature to facilitate identity provisioning and authentication across your unified digital campus. This session will present a high level overview of how BEIS works and details on how best to implement it. Learn how to organize your Identity Management project to make the process more efficient, based on experience and lessons learned from St. Louis Community College.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Zoey Trenkle, University of Vermont

Description: You know you gotta but it's a little intimidating, I know. This session will go over the basic principles of population selections -- from database tables, to defining the populations you need on GLRSLCT, to what you should do with them once you get them. We'll use that same basic knowledge to build rules in RORRULE for awarding, disbursement, tracking groups, packaging groups, etc. You'll learn some do's and don'ts (based on my past mistakes!). This session will not make you an expert, but it will give you the tools you need to continue learning and moving forward. Emphasis and examples will be within the Financial Aid module. Audience members have either strong functional financial aid experience in Banner, or a little of that and some experience setting up the financial aid module; a desire to learn some technical stuff; and ideally a reason to apply it once they get home!

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Matt McCoin, Tulsa Community College

Description: This presentation is intended for FA Staff who develop and implement the FA Self-Service module. The presentation is based on FA Self-Service 7.15 but incorporates functionality found in 8.5. I have developed and maintained the FA Self-Service for one year. The enhanced FA Self-Service module now provides endless opportunities to increase efficiency and communication within the FA office. Some of the notable enhancements include: improved document tracking through the use of HTML requirement instructions. Dynamic messages can be used for more than communicating awarding information. SQL statements allow the FA office to send messages to students sharing the same characteristics. The implementation of online terms and conditions can aid the FA office in communicating the "RULES" to students. The use of fund awarding messages can reduce the number of inquiries from students regarding steps to receive aid. The use of ROREMAL can give the FA office the ability to easily send e-mails from Baseline Banner. To really get the bells and whistles going on FA Self-Service, Workflow, Webtailor, and Luminis components can be developed. If you want to improve services to students, cut down on time printing, stuffing envelopes, and answering questions, this session is for you.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1: New - limited experience

Lead Instructor: Ronald Wagner, Lehigh University

Description: SunGard Higher Education has delivered a pretty good funnel in Banner Relationship Management and delivered sample reports based on that funnel in Recruiting and Admissions Performance. Lehigh University has been using funnels since the Fall of 2008 for their recruiting efforts. Lehigh will demonstrate how to configure the funnels and the business processes that drive the design of the funnel model. The College of Saint Scholastica adjusted the delivered funnel to maximize their business processes and standardize reporting. As a result, St. Scholastica needed to review all the delivered reports. St. Scholastica will examine this review process and how they tweaked the reports to accommodate their adjusted funnels. This session is appropriate for both functional and technical users.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Mark Wysoski, SunGard Higher Education

Description: Banner Student 8.4 includes a new feature enhancing the integration between Student and DegreeWorks during registration. Easily convert your CAPP prerequisites to DegreeWorks using a one-time conversion tool. Add new prerequisites using the DegreeWorks Scribe tool. Then turn on DegreeWorks prerequisite checking from within Banner. Banner will use the new DegreeWorks prerequisite checking capability during registration in both INB and SSB. Banner will also display the DegreeWorks-based prerequisites on the web in the catalog and schedule. Learn about the enhancements which enable this new level of integration. You'll view the prerequisite checking setup processes and capability to evaluate complex prerequisites. Find out about the new catalog and class schedule web services offered by Student and where we are heading. We'll look forward to capturing your feedback too.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Charles Bordin, Drexel University

Description: Turn sorrow to the joy of understanding. What does the Current Ind checkbox in SGASTDN really do? Why do you have to set the SOACTRL Delete Learner Curriculum box and what can happen if you don't. How does SORLCUR_CURRENT_CDE really relate to the Backfill? What is a Current Record anyway? Or an Inactive one? What is the Order column and how to you use it. Can you really trust the Backfill - and how to check up on it. These and other mysteries of LEARNER Concurrent Curricula delved into. Of interest to both Functional and Technical users - with emphasis on how Banner addresses things "under the hood".

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Kevin Davidson, Rose-Hulman Institute of Technology

Description: In 2004, Rose-Hulman developed a Web for Parent add-on to the Banner Self Service (Web Tailor) product. web4parent allows a student to grant parental access to selected BSS pages. This session will demonstrate the student and parent functionality and then discuss some of the issues and benefits involved with enabling parent self service. Two BSS Web Tailor packages must be modified to support Web for Parent. The package code, documentation and tables descriptions are available upon request. This is the 6th academic year that Web for Parent has been in production at Rose-Hulman. We invite other schools who have implemented web4parent to come and share their experiences and enhancements.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Michael Kamowski, University Of Illinois at Chicago

Description: The student registration process has always been a time consuming process. There are many choices and a constant training effort for each new incoming class. Students struggle with fitting sections within time constraints, selecting the appropriate link sections, and meeting specific section restrictions. The University of Illinois at Chicago has created two schedule tools to help in this process. The Class Scheduler allows students to build a schedule that fits within time constraints for open/all sections. The tool returns up to fifteen hundred possible schedule combinations. The Course Section Finder allows a student to find sections of a course that fit within an existing schedule. These tools provide the proper section combinations (i.e., lecture, lab and discussion). The tools were used during the Summer 2009 Orientation for incoming students. The registration time was reduced by at least ninety minutes and in some cases one hundred twenty minutes. This presentation will provide a live demonstration of the tools and the tool logic. The class is intended for all levels of users and will discuss the technical aspects of building the application.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Carol Grey, Drexel University

Description: You are busy enough with your day-to-day workload when along comes another upgrade or patch. Having a pre-developed test plan will save you time and effort and help ensure that the upgrade or patch will work correctly when implemented. This session will take you through the processes and procedures Drexel University uses in testing the Banner Student module each time there is an upgrade or patch. Examples from the upgrade to Banner 8.2 will be used, but this applies to any and all upgrades. Functional users who work with the Student module and are involved in testing would benefit from this session.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 0: All levels of experience

Lead Instructor: Aimee Pfeifer, The University of Alabama

Description: The University of Alabama (UA) recently implemented DegreeWorks to great success with wide acceptance and use by students and advisors. This achievement required University wide participation during the implementation with a variety of resources. This session will discuss how the Office of University Registrar worked with campus constituencies, including strong Student Government Association involvement, to meet goals and deadlines. Integral to this implementation was the utilization of SunGard Higher Education scribing and consulting services. This presentation will discuss establishing the implementation team, working with SGHE scribing, developing campus involvement, scribing prior catalogs, developing Student Educational Planner templates, and much more. Promotional materials will be presented with the foremost being TV commercials developed for on-campus play, such as in the student union and dining halls, and also over the Universitys TV station. Other promotional utilized include bookmarks, campus newspaper articles, on-line training videos, the SGA chalking campaign, and t-shirts.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 1: New - limited experience

Lead Instructor: Becky Maier, The University of Montana-Missoula

Description: This session will serve as a forum for clients to share cool tips and tricks that they have come across lately in using fsaATLAS or eScholar. The tips and tricks will come from the presenter, but also be elicited in advance from colleagues, who may come to share them (if they wish). The session will culminate in inviting participants to share something they did or tried lately that was "cool" (for example using the "adjust priority" function in the Enterprise Manager to improve the usability of drop-downs. This will also be an opportunity to encourage clients to share tips and tricks using the Regional Groups. This is for fsaATLAS or eSholar users of all levels who are implementing or are using fsaATLAS and/or eScholar. It will be based on fsaATLAS v 7.5.

Session Type: Birds-of-a-feather (BOF) Discussion
Type of User: All Types
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Kent Covert, Miami University

Description: Most Universities now have a portal for their students, faculty, and staff. In this presentation, we'll discuss what Miami University has done to extend our portal to both incoming students and family members of current students by including relevant information from Banner and other systems. We'll also discuss what we've learned from the experience and ideas on how you can implement something similar at your institution.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Mary Garcia, Texas A&M University

Description: Ever wonder how to set up an ACH, Rehab, TRA, or process a deferment/forbearance in Campus Loan Manager? What about waiving late fees that have already been paid or changing a status type? Working in CLM for 6 years now, I intend to share my knowledge of these topics and more in this session. Attendance at this hands-on session is limited to registrants who use the schedule builder to sign up. Additional seating may be available on a first-come first-served basis.

Session Type: Hands-On Training (HOT)
Type of User: All Types
Level of User: Level 0: All levels of experience

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Lead Instructor: Mark Kichline, SunGard Higher Education

Description: This session will cover enhancements made to Banner Financial Aid for Year Round Pell processing, including the ability to award summer Pell from different aid years on a student by student basis.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Landau Davidson, CHOMP

Description: Dynamic SQL enables you to build SQL statements dynamically at runtime. You can create more general purpose, flexible applications by using dynamic SQL because the full text of a SQL statement may be unknown at compilation. You want more flexibility. For example, you might want to pass the name of a schema object as a parameter to a procedure. You might want to build different search conditions for the WHERE clause of a SELECT statement. In this session, I mostly want to focus on how I use dynamic sql for reporting and transferring data to flat files outside of Oracle.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 0: All levels of experience

Lead Instructor: John Taylor, North Carolina State University

Description: As budget resources have been slashed, Advancement offices must identify alternative methods of supporting their activities. While we may intuitively understand and agree that you need to spend money to make money, the financial resources may still not be there to fully invest in Advancement. This session will review alternative models for funding advancement programs, and discuss the pros and cons associated with each. We will further look at the approach NC State University sought to make their case for additional financial resources.

Session Type: Presentation/Demonstration
Type of User: Strategic (Executive Level)
Level of User: Level 3: Senior and experienced practitioners

Lead Instructor: David Smittle, Ohio Northern University

Description: Relationship Mapping is an emerging trend in the Prospect Research and Prospect Management field. This session will investigate ways to incorporate relationship mapping concepts with Banner Advancement.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Ron Purnell, UC Davis

Description: For those who support a Call Center, use TouchNet for credit card processing, and are interested in PCI compliance. This session will focus on integrating SmartCall (version 9.4) and Advance Windows (9.3) with TouchNet for credit card processing. UC Davis increased cost savings, streamlined a cross-functional process while improving security by designing and deploying a web page that student managers at their Annual Fund Call Center use to take credit cards for gifts and pledges while the caller still has the donor on the phone. Using TouchNet for PCI compliant credit card processing, the donor gets immediate acknowledgement via e-mail, no credit card numbers are entered into SmartCall or Advance, the transaction is immediately processed, and batches are created at the end of each calling shift. The process utilizes the Pledge Integration utility with some modifications to some SmartCall and Advance stored procedures.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Phyllis Wykoff, Miami University

Description: Summer courses offer a unique opportunity to attract students to your university. But are the courses taught profitable or are they a cost to the university? To answer this question, Miami University undertook a project to determine the profitability of each course section offered in the summer of 2009. This required data from Student (registrations), Bursar (fees and waivers), Academic personnel (planned salary) Finance (expenses) and Payroll (actual salary payments) be calculated and combined at the course section level. This project was the first time Miami had attempted to combine data from multiple areas to facilitate data driven decisions. To accomplish this, Miami created a star schema in Oracle at the Term, Student, and course section level. An Analysis Services cube was build from star. Both were updated nightly from Banner data. The resulting course P+Ls were available for review on a daily basis. This allowed decision makers to know if a course was profitable before it actually began. Courses could be canceled or combined to increase profitability. This session will discuss the project, process and results of the first cross functional BI project for Miami.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Nikki Martin, University of Denver

Description: Implementing The Endowment Module: Lessons Learned and Tips and Tricks The University of Denver implemented the Endowment module in the Summer of 2008 and have now taken it through an entire fiscal year. The goal of this implementation was to ensure continuity, increase transparency and increase the information available regarding endowments for our financial officers. The endowment system has enabled us to create windows into the endowment module since it is now centrally maintained and it has allowed us to build a bridge between advancement and financial aid. In this presentation we will discuss steps that we took during the implementation, lessons learned and the robust reports that were developed to capitalize on this newly centrally located information.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1: New - limited experience

Lead Instructor: Roberta Oberpriller, The College of St. Scholastica

Description: The College of St. Scholastica (CSS) is processing nearly 100% of their personnel transactions utilizing Electronic Personnel Action Form (EPAF) functionality via Banner Employee Self Service. Initially implemented to streamline the processing of adjunct faculty jobs which occur up to six times a year, CSS has expanded EPAF to include employee position transfers, terminations, one-time payments, annual faculty salary changes, merit increases, student jobs, and incidental pay processing. This session will examine the building of EPAFs, approval queue strategies, implementation project management, internal control benefits, and how EPAF data is captured in the Operational Data Store (ODS)/Cognos to monitor the EPAF approvals process and provide forecasting and analysis tools for budget and finance managers. All HR/Payroll module users and IT support staff are welcome to attend.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Heather Germano, SunGard Higher Education

Description: Does your school struggle with effort reporting? Could your campus benefit from decentralized labor redistributions? If so, this session is for you!! In this session we will walk through the set up and use of the Effort Reporting and Labor Redistribution functionality in Banner Human Resources that was introduced in Banner HR 8.1. The Effort Reporting enhancement was designed to assist U.S. research institutions in developing a systematic certification process and formal effort report which is essential to always being prepared to respond to sponsors with the required information as defined in the OMB Circular (A-21). Effort Reporting in Banner HR includes an optional pre-review and post-review process, as well as the mandatory certification process. Labor Redistribution functionality, previously only available in Banner INB, is now also available in Employee Self Service and will be highlighted in this session as well. Labor Redistributions can work in conjunction with the Effort Certification functionality, or as a stand alone feature. This new functionality allows approval queues to be built where labor redistributions would be initiated, routed, and approved, similar to the existing Electronic Approvals (EPAF) functionality within Banner HR.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Kamakshi Mallikarjun, SunGard Higher Education

Description: This session will be an open Birds-of-a-Feather (BOF) forum for clients to share information and best practices around how clients are leveraging BI systems for Financial Reporting and Analytics.

Session Type: Birds-of-a-feather (BOF) Discussion
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Jeff Jones, SunGard Higher Education

Description: A great deal of expense reduction and improvement of financial controls can take place when customers leverage the Banner Document Management Suite and Banner Workflow in conjunction with Banner Travel and Expense Management. Come learn how these products work together to help you create an efficient, green, and managed process for authorizing and processing travel and expense reports.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Chrissy Coley, SunGard Higher Education

Description: In an era of increased pressure for accountability, higher education leaders recognize a need for meaningful information concerning institutional performance. Though institutions often produce voluminous amounts of data through hundreds of operational reports, often these reports are not meaningful except to a handful of individuals who understand the intricacies in the underlying data definitions. In other cases, these reports may focus on inputs or outputs - useful in their own way - but give inadequate attention to outcomes. And at other times, these reports provide information with little or no predictive capabilities, only confirming failure when it is too late to do anything about it. This workshop will discuss the ways that a disciplined approach and tools for developing, tracking, and using Key Performance Indicators will help your institution stop drowning in a sea of raw data and start using institutional intelligence to support successful execution of institutional strategic goals.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: John Edwards, SunGard Higher Education

Description: SunGard Higher Education now provides a range of consulting, professional, and managed services for SharePoint. Learn about our offerings including installation, configuration, site development, training, branding, deployment, and ongoing support services.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 1: New - limited experience

Lead Instructor: Jim Madden, Wheaton College

Description: Does your institution have a great modification that ought to be in baseline? This "how to" session will explain the process to make that happen. Participants' in the SunGard Community Source pilot projects will share their experiences. Learn about new functionality coming through Community Source and discover how you can become part of Community Source activities.

Session Type: Panel
Type of User: Functional (Administrative)
Level of User: Level 0: All levels of experience

Lead Instructor: Matthew Busch, UC4 Software

Description: UC4 Software is a leader in job scheduling and process automation solutions that span applications, departments and platforms to ensure that operations run more efficiently, execute more accurately and complete without interruption. UC4 solutions work with the SunGard Higher Education's Banner Unified Digital Campus to automate and manage tasks, queue jobs, balance batch loads from multiple departments, and provide immediate alerts in the event of a failure. SunGard Higher Education customers trust UC4 Software as their automation experts. This panel discussion will be hosted by UC4 (formerly AppWorx) and user experts. This Bird-of-a-Feather session will help you meet other UC4 users, learn how others use UC4, and provide answers to your questions.

Session Type: Birds-of-a-feather (BOF) Discussion
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Michelle Johnston, Ph.D., SunGard Higher Education

Description: What's next? Component applications, social networks, open architectures, SaaS? The pace of technology and innovation continues to speed forward leaving leaders in colleges and universities facing constant change, and needing to evaluate new technologies and systems in new ways. In the face of rapidly altering academic and business needs, and diverse and widely varying user expectations and skills, what were once largely technology considerations have become, by necessity, sociotechnology considerations. Today the primary focus must be placed on the people, the processes and the culture that technologies will support. This session will review these topics, and outline ways you can move your teams toward more agile methodologies, with an eye toward effectively managing the change that these new systems will introduce.

Session Type: Presentation/Demonstration
Type of User: Strategic (Executive Level)
Level of User: Level 0: All levels of experience

Lead Instructor: Carol Sashi, Florida Atlantic University

Description: Keep it Sweet and Simple with Banner ePrint. Florida Atlantic University (FAU) utilizes ePrint to store reports. FAU users like the easy navigation menus to their reports in a secured environment with the available options of VBS security on each page. FAU IT staff like the flexible options ePrint offers to store reports regardless of where it came from and how it is formatted. FAU systems staff like SunGard Higher Education's support which provides installation and upgrades. A definite winner, the KISS principle has worked for us!

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Damon Cody, Professional Services

Description: Learn how Banner Enterprise Identity Services (BEIS) works with CAS.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1: New - limited experience

Lead Instructor: Tom Kinderman, SunGard Higher Education

Description: On July 1, 2009 Oracle released Oracle Fusion Middleware 11g release 1. This was a major release molding together various technologies. In this release is found, the much awaited, Forms11g and Reports11g. In this class exposure will be given to: Forms11g/Reports11g changes, impacts to the individual developers workstation, impacts to Banner, and forthcoming Banner object upgrade strategies.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 0: All levels of experience

Lead Instructor: Gregg Christopher, University of Alaska, Statewide OIT

Description: Progress to date overview for bi-directional integration of (Adirondack Solutions') campus student housing and judicial management application suite with Banner ERP using Banner Web Services. As of August 2009 two of three campuses at the Univ. of Alaska have moved their campus student housing processes into a Banner-integrated application software suite. The realized value of ERP data being available in and controlled from an ERP-external application in near real-time is so great that the university's IT dept. is accumulating too quickly in-bounds and out-of-bounds data integration requests from their campus housing customer, accompanied by application user interface design change requests levied on Adirondack Solutions, Inc. This proposed presentation is also a beta partnership and implementation lesson's learned report to SGHE clients who've been poised to obtain this particular solution, or similar richly integrated solution.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 3: Senior and experienced practitioners

Lead Instructor: Linda Blakely, University of Denver

Description: The University of Denver has tackled the issue of managing student aid packages within a departmentally de-centralized awarding structure with the help of Workflow. The Office of Financial Aid and Administrative Information Systems teams worked together to develop a way to flag students needing award adjustments, deliver the issues to the correct aid officers, and facilitate communications between the Office of Financial Aid, Bursars Office, and students during the process. Workflow helps us track the progress of adjusting student aid and notifies all participants of any actions taken. We will discuss the issues we face with departments outside of Financial Aid who award aid, demonstrate how our Workflow addresses those issues, and show you the tools needed to implement a similar process at your own institution. Functional users of the Banner Financial Aid module and Technical staff will benefit from this presentation.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Shantie Rattansingh, Connecticut College

Description: With the expected support of the emerging new technologies, many traditional PL/SQL developers are not sure where to begin. This presentation will cover the common technologies associated with Ajax, Flex and Spring, including Object Oriented Concepts, MVC Design Pattern and XML. Technology Stacks, Java, MXML, ActionScript 3.0 and JavaScript will be touched on. It is a must for all developers who want to know what their first and next steps should be.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 0: All levels of experience

Lead Instructor: Jennifer Frook, SIAST

Description: Meet 3 web developers who will each demonstrate how they improved their institutional web presence by leveraging SunGard's Luminis Content Management System 3.4. This session is intended for all audiences and will cover topics of interest for a wide range of experience levels. Join us for open discussion as well as expert-panel Q&A.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Jim Jackson

Description: Is your portal sluggish? Do portal users complain the portal is too slow and/or freezes? Does your portal frequently crash? If you answered yes to any of these questions, your portal may be STRESSED and we can help. Come learn the latest scalability, performance and overall reliability best practices. See how other clients have deployed high performing portal resulting in record level concurrency numbers. Walk away with a plan on how to improve your environment with a Luminis Technical Services portal check-up. Institutions rely on the Luminis Platform to provide a single access point for critical information and applications including Banner, e-mail, learning management systems, community and collaboration academic and administrative systems. Major institutional events such as open registration, the first day of classes, and the posting of grades often generate peak loads well above normal daily use. Institutions need to feel confident that their Luminis Platform systems can effectively handle the expected loads, particularly during times of peak usage.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 0: All levels of experience

Lead Instructor: Anthony Lower, Temple University

Description: Temple University has developed a method to easily add custom, non-standard groups to the Luminis portal. These groups are updated twice daily and the process can read data from any standard database. In the presentation, we will review the overall process, the technology behind it and a corollary system used by upper management review group membership and system access to the majority of systems and databases at the university.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Stephen Wilson, Sungard Higher Education

Description: The XAPI single sign on component adds flexibility and power to your PowerCAMPUS Portal installation. This session will give you all the tools you need to install and configure XAPI for use with other Windows Authenticated sites in your domain as well as giving you tips on how to integrate those sites into your PowerCAMPUS Portal.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1: New - limited experience

Lead Instructor: Chris Long, SunGard Higher Education

Description: Configuring and Setting up PowerCAMPUS Self-Service to suit your course management and grading needs.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 0: All levels of experience

Lead Instructor: Jaime Chambron, SunGard Higher Education

Description: Learn how you can leverage SunGard's Business Process Management (BPM) technology and Infinity Process Platform (IPP) to enable business process automation on campus today. We will discuss Service-Oriented Architecture and other concepts and technologies that can create a more flexible digital campus to meet end user needs.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Eben Sutton, University of California, Davis

Description: With rising tuition and fees, more families than ever need a payment plan to even out payments for higher education. Banner Accounts Receivable offers payment plans, but just how should they be administered to maximize student service while minimizing back-office effort and cost? This session will provide a functional exploration of UC Davis implementation, which combines the powerful features of auto-calculation plans with a customization which permits students to review and enroll in plans through Student Self Service. The result is a service offering that practically administers itself, and may be implemented without the procurement of any additional software or hardware. Attendees need only a cursory familiarity with Banner Accounts Receivable as we will review auto-calculation plan set-up in addition to the functionality added to Student self-service.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1: New - limited experience

Lead Instructor: Sherrilyn Wolgemuth, Messiah College

Description: Learn how Messiah College has developed their recently launched Prospective Student Portal (PSP), part of Banner Relationship Management, including a demonstration of the site, as well as insights into the challenges overcome and those still before us.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 1: New - limited experience

Lead Instructor: Elizabeth Love, Florida Keys Community College

Description: This presentation will demonstrate how a functionally minded person can become a Funky Tech. Being a self proclaimed non-technical person, we will demonstrate the user friendly ways in which Banner Enrollment Management allows you to create effective communication pieces with web ready images, track the effectiveness of your campaigns, how the Banner Enrollment Management workspace allows you to create custom interactions to suite your institutions needs, and the flexibility of report building in Cognos. We will go through the creation of a communication piece from beginning to the final publication in the Production Environment, as well as walk through some of the basics of report building and tailoring to meet specific data demands. Logging interactions and tracking prospects interactions will also be covered.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1: New - limited experience

Lead Instructor: Gary Doll, SunGard Higher Education

Description: Banner 8 contains new functionality allowing term based holds and term based tracking requirements. This session will review the setup, processing and benefits of this new term based functionality.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 0: All levels of experience

Lead Instructor: Matt McLellan, Evisions

Description: Argos has helped hundreds of Banner sites solve reporting and information access challenges. This session will go through examples from Letter Generation and basic reporting to Data Cubes and Dashboards. Using client examples you will see how Argos can help you go beyond basic reporting and get access to the information you need.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Jim Carter, SunGard Higher Education

Description: This session will be an open Birds-of-a-Feather forum for clients to share information related to ODS/EDW with SunGard Higher Education and other clients.

Session Type: Birds-of-a-feather (BOF) Discussion
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Wendy Bolyard, SunGard Higher Education

Description: This session will showcase the new strategy for Banner Relationship Management (BRM) and will include a component addressing the importance of a CRM strategy to the successful deployment of this tool. Understanding CRM as a philosophy and a strategy is critical to producing expected ROI. BRM can be used to manage your relationships and communication throughout the student lifecycle. With BRM, institutions can enhance engagement with prospective students and improve persistence and graduation rates.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Daniel Norwood, Quest Software

Description: As a long-time Banner customer, the University of Alaska looked forward to their Banner 8 upgrade in conjunction with an upgrade of their underlying Oracle database. However, their Banner upgrade could have been placed in a holding pattern due to the loss of their standard reporting tool. Learn how the University of Alaska managed to overcome this challenge and successfully launch Banner 8 as scheduled. Co-presenting with Quest Software, the University registrar will describe the issues they encountered before they could upgrade to Banner 8, their process of searching for a suitable reporting tool and their experience with the Quest Software solution - Toad for Data Analysts. Additionally, you'll learn how the solution helped the University of Alaska: - Standardize on a single querying and reporting tool across all University departments - Enable their employees to query and report on data regardless of their skill with writing SQL statements - Gain direct access to critical data without the need for an expensive business intelligence solution

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 1: New - limited experience

Lead Instructor: Jennifer Carter, Sungard Higher Education

Description: Summary of 8.2.1/8.3 enhancements made to Banner Student including: Last Date of Attendance, National Student Clearinghouse, Multiple Race and Ethnicity and IPEDS, Transfer Credit Articulation Overwrite, and Faculty Security.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Ed Hauser, SunGard Higher Education

Description: This is a client-led discussion on Academic Advising. Attending this session is a great way to network and learn how other schools use Banner in the area of academic advising. Attendees are encouraged to bring their questions and/or discussion topics and exchange ideas about how Banner is used to support the policies and practices at other institutions.

Session Type: Birds-of-a-feather (BOF) Discussion
Type of User: Functional (Administrative)
Level of User: Level 0: All levels of experience

Lead Instructor: Steven Harrow, Univeristy of Michigan - Flint

Description: Come see two perspectives related to freshman checkin and orientations. Drexel will discuss an electronic Check-In page has enabled Drexel University to leverage Banner Self-Service to better identify freshmen "no shows." The University of Michigan-Flint has created an online process that guides new students through the orientation procedure. The process begins when the students type is figured when the student logs into Banner Self Service (SIS). From there the student is given a menu of orientation sessions for that specifically matched for their student type. If there are any charges for the session, they have the option to pay by credit card online. The next step automatically happens where the system evaluates any previous or transferred in credits and enrolls the student into any required math or writing placement exams. Once they are registered into the placement exams, they are then picked up into our Blackboard system where they can take the exams. The next step is showing the student their UM-Flint uniqname and letting them set their initial password. The next step is a confirmation page of their progress for printing. The process then, based on their student type, redirects them through the post orientation process where general information that a new students need to know. The online system has streamlined and error proofed the management of our new student orientation process.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 1: New - limited experience

Lead Instructor: Shawn Brayton, University of North Florida

Description: The University of North Florida (UNF) recently implemented a Content Management System (CMS) to create and maintain an online catalog and website. UNF has successfully utilized CAPP to provide accurate and timely programs of study in a dynamic environment. The CAPP degree evaluations and the basic course information (SCACRSE) are extracted from Banner, reformatted and fed to our online catalog. This functionality has enabled the university to use Banner as our sole source of data pertaining to this critical online communication medium. As a result, duplication of effort and errors in data entry have been dramatically reduced. A presentation team will discuss the functional and technical processes involved in extracting and formatting data from Banner 8.x to our online catalog including planning, testing, and pre- and post-implementation activities. This session is appropriate for all levels of functional and technical learners.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Kenneth Foshee, The University of Alabama

Description: End of term processing can throw you some gotchas if you are not prepared. This session will discuss end of term processing at the University of Alabama (UA) using baseline Banner Student processes along with the jobs, reports and data cleanup used at UA to ensure accurate academic data. End of term processing requires a detailed, methodical approach so that all tasks are achieved in the correct order. Banner Student processes will be discussed, including limitations, from managing grade rules to dropping students for un-met prerequisites. UA specific jobs and reports will be covered that include finding grade mode and grade mismatches (along with why that would occur), assigning a grade for un-graded classes, managing suspensions, setting parameters for AppWorx jobs, and more. Come prepared to ask questions and share information so that we can all do a better job of managing this critical function.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1: New - limited experience

Lead Instructor: Jodi Barnhill, University of Illinois at Urbana-Champaign

Description: "Going paperless" is not only a trend, but it can greatly improve an office's professional image, data security and efficiency. And, it is green. Designed more for conference attendees who are at the beginning of their quest to go paperless, this session will share the choices and steps that ISSS at University of Illinois at Urbana-Champaign has made towards creating a paperless environment. The presentation will focus on fsaATLAS, eScholar and Banner systems and how to bolt on interfaces to them to derive the maximum amount of pleasure and minimum amount of work. The session will explain the differences between setting up a paperless office for the student and scholar sides of the house. The presentation will focus on how information and forms are collected with the long term goal of this information feeding directly to fsaATLAS and eScholar. Data security concerns will be highlighted and ideas presented to suggest methods for appropriately handling sensitive and confidential data.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1: New - limited experience

Lead Instructor: Deborah Slattery, Northwest University

Description: This session will cover NUs PowerCAMPUS-to-PowerFAIDS integration solution. For years, NUs financial aid department hand-entered admissions records into PowerFAIDS. This changed 3 years ago when we set up a process that enables the Financial Aid dept to upload flat files of admissions data into PowerFAIDS. Weeks of data entry were reduced to a daily, one minute process. We also have a second flat file that loads anticipated credits of continuing students from PowerCAMPUS to PowerFAIDS. This has enabled the Financial Aid dept to filter disbursements to PowerCAMPUS based on registration status. Additionally, Financial Aid is able to track full/part-time status. This year, we added a third flat file that loads various admissions data updates. In this session, I will show you step-by-step how we created our flat files as well as the process that enables Financial Aid to export from PowerCAMPUS and import to PowerFAIDS at their own leisure. I will also share some valuable tips we learned along the way.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Lori Mauthe, System Integration and Information

Description: Desire2Learn (D2L) and SunGard Higher Education Systems Integration partner to provide data integration and deep link single sign on for Banner schools. New service offering makes migration to D2L a streamlined process.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 0: All levels of experience

Lead Instructor: Ginger Kane, Emory University

Description: This is the annual Advance Windows SIG business meeting and it will include the formal transition of officers serving the user community. Typically we use this meeting to review activities since our last meeting, take suggestions for future actions/WebEx topics, discuss new functionality, and plan future communication strategies.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Mike Salisbury, Sungard Higher Education

Description: The Advancement Performance Management solution was developed with a client partner group made up of advancement functional and technical professionals. Come here them describe their views on the APM solution value and how they plan to use it.

Session Type: Panel
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Anita Anderson, The Marshall University Foundation Inc

Description: This presentation goes beyond the usual session of how to do a gift feed. We will give tips on how we have improved the link between Finance and Advancement. We will show the rule codes and gift types we have created to make information more meaningful. We will show not just how the gifts are fed but some of the pitfalls and how to avoid them. The Marshall University Foundation has found ways to make the feed process unique to our needs.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Robert Rullo, SunGard Higher Education

Description: Join SunGard Higher Education clients and staff in a relaxed environment as we openly discuss our Open Digital Campus strategy. This will be a question and answer session with the Architects who are defining the Open Digital Campus vision and strategy.

Session Type: Panel
Type of User: Technical
Level of User: Level 0: All levels of experience

Lead Instructor: Ryan Walton, New Jersey Institute of Technology

Description: You may have noticed that LCMS publishes XML along with your HTML, PHP or JSP webpages. You may have simply ignored these files, or done your best to hide them until now. At NJIT we have found some ways to make use of these mysterious XML files and we would like to share our ideas. I will welcome technical and none technical, users and non-users, young and young at heart. We are currently using 3.3 of LCMS and I have been working with LCMS 3.x for 3 years.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Bruce Conrad, SunGard Higher Education

Description: In this session, we will discuss the significant work and enhancements provided by engineering over the last 2 years. New features and insights will be presented in detail. Also included will be some highlights of successful schools and innovative deployments. The presenter has been a member of the Luminis Platform 4 engineering team since 2006, and has been involved in sustaining engineering for LP4.x for the last two years.

Session Type: Birds-of-a-feather (BOF) Discussion
Type of User: Technical
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Rick Bunt, University of Saskatchewan

Description: IT providers in higher education often feel invisible on campus, unless something goes wrong of course. Yet they are under constant pressure, from students and faculty alike, to expand IT services, often with limited or reduced resources. CIOs and other IT leaders need to find effective ways to align IT with strategic institutional objectives, if they want to get noticed so that IT initiatives are resourced appropriately. Implementation of a campus portal presents a great opportunity to engage a campus community in what IT can do for them. Before you disregard portals as "so 2003", come and hear about how our campus portal PAWS (Personalized Access to Web Services) continues to position our IT leaders as facilitators of service delivery rather than barriers to conducting business. Our portal has succeeded in bringing IT to the front of University services, literally and figuratively, removing the cloak of IT invisibility. This presentation is intended for CIOs and other IT leaders in higher education.

Session Type: Presentation/Demonstration
Type of User: Strategic (Executive Level)
Level of User: Level 0: All levels of experience

Lead Instructor: Blair Simmons, Samuel Merritt University

Description: Institutions using SunGard Higher Education's PowerCAMPUS differ vastly in philosophy, size, academic offerings, organization structure, student policies, and many other areas. PowerCAMPUS Self-Service is designed to handle many of the institution's routine administrative and academic functions. Many PowerCAMPUS schools are challenged at branding and tailoring their information solutions to meet their own very unique requirements and design specifications. This presentation explores logical and creative ways to customize the PowerCAMPUS Self-Service Web application, in terms of style, dialogue, data collection, and enhancements to the system. Topics included in this session: Self-Service Design Basics, Naming Your Site, Creating Site Themes, Configuring Menu Options and Descriptions, Modifying Text on Main Web Pages, Adding HTML Content, Designing Custom Web Pages/Applications, and Customizing Request Forms. This session is presented by members of the IT staff from Samuel Merritt University, a PowerCAMPUS client who went live on Self Service in 2009. The presentation team has recent experience with implementing Self Service in transition from IQ.Web.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Nancy Van Der Griend, University of Illinois at Chicago

Description: Would you like to securely share applicant and student information among decision-makers and academic advisors on your campus without moving paper? Are you looking for ways to standardize the evaluation of high school transcripts across your applicant pool? The University of Illinois at Chicago has found ways to meet these challenges using document imaging! UIC receives more than 25,000 undergraduate applications annually and images high school and prior college transcripts for all completed freshman, transfer, and international graduate applications. In this session you will see how UIC uses OCR for AnyDocs, Axiom, and the Banner Document Management Suite to update high school course units and grades into Banner SOAHSCH while imaging transcripts. The high school units data are used to calculate and store a Core Academic GPA for use in the evaluation for admission. Freshman and transfer students' transcript images are available to their college advisors for new student orientation and registration using BDMS and Banner forms. Those interested in capturing and using admissions credentials to support admission and/or retention are encouraged to attend.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Anna Swanson, SunGard Higher Education

Description: Many schools have requested a way to create online scholarship applications and automate the awarding of rule-based institutional scholarships. With the use of Banner general survey, batch posting, and award rule functionalities, most schools can automate their entire institutional scholarship awarding procedures without modifications. Come to this session to find out how. Version 7.0 or higher required.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Jan Levsen, SunGard Higher Education

Description: Tired of all of those regulatory releases and the need to get them installed? Come to this session to hear about remotely Hosting (SaaS) the Federal Methodology Need Calculation. What is required to get it set up? What does it mean to me and my school? How have we protected the data? Why do I want to use this hosted solution or any hosted solution? Hear from schools who have participated in the PILOT program talk about their experiences.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Luke Marinchak

Description: A technical session outlining changes made to CAPP output delivered in the 8.2 release. Topics to include altering stylesheets, creating new stylesheets for other output media, Altering the web to produce multiple reports, as well as how SMACPRT now drives the web report.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Debbie Sharp, Salt Lake Community College

Description: This session is directed to schools using CLM or schools wanting to use CLM for Accounts Receivable collections. It will address questions on Criteria for transfer, accountability in the collection, write-off guidelines and purging of old accounts.

Session Type: Panel
Type of User: Functional (Administrative)
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Abigail Sebesta, The University of North Texas

Description: fsaATLAS provides 3 separate manuals for using fsaATLAS that give great information about fsaATLAS functionality. However, it can be challenging to translate that manual into a functional guide that can be used by you and your office staff. fsaATLAS is used in many different ways in many different offices so the manuals they offer must be broad overviews of functionality. But, when it comes down to "Now, what do I do next" in a given process, one can feel lost. It is important to have an office manual for fsaATLAS, not only to help with processing questions but to develop consistency and accuracy across your office. This presentation will explore ways to create an office manual, including not only processing details (the How) but also office policies (the Why). I will provide an outline and some examples of our office manual that may help guide you in your quest for an effective fsaATLAS office manual.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 0: All levels of experience

Lead Instructor: Michelle McIntire, SunGard Higher Education

Description: Facebook: Friend or Foe? This session will feature a lively presentation about the ways in which Social Networking tools such as You Tube, Facebook and Twitter can enhance the Admissions Process while also showcasing a no-no or two. Only 25% of colleges worldwide are leveraging these tools, what about the rest of us? While the presentation will mainly focus on the recruitment in general, the presenter will show ways in which this can be tracked in PowerCAMPUS. Novices and Experts to this latest phenomenon are invited to this session just no negative tweeting about the session!

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Steve Wlodarczyk, SunGard Higher Education

Description: This hands-on session focuses on the one of our latest projects, PowerCAMPUS Admissions. In this session users will be introduced to the Beta version of Admissions.Net, the PowerCAMPUS admissions module. Users will be given a brief overview of the product and some of the plans for the future of the product. All users will learn the basics of installing the PowerCAMPUS Admissions Publishing Tool. This session will go through step by step all of the tasks that are needed to successfully publish the database, client, and services that make up the PowerCAMPUS Admissions product. Attendance at this hands-on session is limited to registrants who use the schedule builder to sign up. Additional seating may be available on a first-come first-served basis.

Session Type: Hands-On Training (HOT)
Type of User: All Types
Level of User: Level 0: All levels of experience

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Lead Instructor: Thomas Moore, Penn State University

Description: Advance Membership SIG: Review Enhancement list with SunGard Higher Education and topics of interest to Membership.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Robin Eidle, Emory University

Description: Emory University's Research Department has led the way in using the Advance Tasks screen to schedule, track, and manage research assignments. Metrics on individual and group performance are readily available, and management of overall requests and their sources is only a few strokes away. Longitudinal looks at types of research requested, high volume users, and researcher performance are all part of the program at Emory. Many other fund raising departments have adopted the pioneering methods of Research.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Ellen Gee, Concordia University - Montreal (Canada)

Description: Aligning Banner's prospect management tools and reports with the Advancement department's evolving business needs within the past 5 years have been challenging. One of the challenges was to simplify the prospect management process for our Development Officers. This session will present some of our current tools and procedures that our fundraisers use to track moves, contacts and performance in Banner Advancement 7.x. A description of the terms and codes we have implemented along with the specific Banner forms will be presented. Also, sample reports will be shown and explained. Target audience: Schools using Banner Advancement and the Prospect Management Module.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Greg Law, SunGard Higher Education

Description: Learn how clients used iModules and SunGard Higher Education solutions to build a vibrant, exciting, and engaging web based alumni community. This session will feature success stories, implementation tips and tricks, effective communication strategies, return on investment, and other important topics.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Cara Piperni, McGill University

Description: When McGill's e-Procurement solution was implemented in 2008, Financial Services worked in partnership with Procurement Services to ensure seamless integration with Banner Finance and that proper controls exist. This session will discuss the easy-to-use shopping experience and demonstrate the use of Finance Self-Service for managing shopping profiles including FOAPAL favorites. In addition, our three-pronged control approach will be covered: 1) Front Door control: who should have access to shop vs. place orders; 2) Spending control: employing budget availability checking (BAVL) with immediate email notification; 3) Back Door control: within Finance Self-Service, who approves the orders, and how delegates can be named with thresholds established. McGill is currently using BANNER Finance and Self-Service 7.2, and SciQuest Higher Markets 7.3.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 0: All levels of experience

Lead Instructor: Gary Houck, Sungard Higher Education

Description: This session will review the establishment of Banner Finance approval queues. It will highlight best practices to facilitate the set up and maintenance of queues.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1: New - limited experience

Lead Instructor: Steven Sullivan, SunGard Higher Education

Description: This session will cover the new and improved Benefit/Deduction Combined Limits functionality available in Banner HR 8.x that allows for more detailed combined limit monitoring for benefits and deductions during the processing of payrolls. This new feature allows benefits and payroll administrators to control dollar limits on deductions, benefits, and taxable wages across multiple benefits programs. In the past, contribution totals could only be monitored against associated employee limits, but not against deduction/benefit total contributions or a total compensation maximum. This new enhancement provides a new method to help comply with the regulations associated with multiple retirement plans. In addition, three new Calculation Rules for deduction and benefit processing will be discussed which allows additional set-up flexibility. This presentation will also discuss how to use the benefits mass change process to facilitate use of the new calculation rules.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Charles Westfall, SunGard Higher Education

Description: In this session, attendees will be given an overview of the Web Time Entry RPEs and improvements provided in the Banner HR 8.x releases.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Larry Holder, The University of Tennessee at Martin

Description: Adding your modification to the SunGard baseline has great benefits for your institution. This session provides a "how to" view of the process from a technical angle. The Community Source Technical Board will describe the process and share information on standards. Learn about the Community Source test drive environment, lessons learned from pilot projects and what's coming next. If you're interested in contributing code, reviewing code contributions, collaborative development and code sharing this session is the starting point for developer participation in the Community Source.

Session Type: Panel
Type of User: Technical
Level of User: Level 0: All levels of experience

Lead Instructor: Leroy Guice, SunGard Higher Education

Description: Join SunGard Higher Education as we talk about Application Hosting for SunGard Higher Education's Banner. In this session, we will discuss the benefits of the hosted solution to your institution, highlight the various leveraged administration services provided, and showcase the power of SunGard's Infinity Data Center Utility Platform.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Melissa Shearer, SunGard Higher Education

Description: Back to Baseline: How to Change your Process and Avoid a Mod! The decision to modify a system to support a business process is not one to be taken lightly. During this session we will review the pros and cons of system modification, and steps that can be taken to avoid modification and/or retire existing modifications. Whether you are in the implementation process and are considering modifications or have already implemented but are wanting to "return to baseline" - this session is for you.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: William Reichelt, College of St. Scholastica

Description: At The College of St. Scholastica, we've found our peer teams are routinely impressed when they see a cube. But the next comment is always, "But can it do this?" Join us as we demonstrate how we have extended the EDW Employee star to meet additional dimensions desired by our HR team.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Tom Kinderman, SunGard Higher Education

Description: Are you a plumber? Do you want to better understand current methods for correcting master bathroom shower leaks? Well then, this class is NOT for you; because we are not talking about those pipes. This class will discuss Oracle database pipes (DBMS_PIPE) and the Banner environment communication mechanisms that use the pipes technology. Banner General 8.3 modifications, that change these communication mechanisms to use Oracle Advanced Queuing (AQ) technology, will be discussed. We will examine how the AQ changes can enhance those Banner database environments that use Oracle RAC.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 0: All levels of experience

Lead Instructor: Dan Sterling, SunGard Higher Education

Description: The Banner Business Event Publisher is a new integration component which allows events to be defined based on data changes in the Oracle database. Business Events are defined declaratively and published to one or more applications. Learn how application integration is now simplified in a standard way.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Timothy Wilson, University of Notre Dame

Description: Learn several advanced techniques that are currently in use at the University of Notre Dame which can be used to help simplify and streamline your nightly ODS refresh and load cycles. Learn how to leverage internal ODS data to help you better manage your ODS environment. Specific topics of discussion will include the following: - What does my nightly load/refresh cycle look like? - Track module and job performance and identify potential problem mappings. - How to identify -- and stop loading -- unused ODS tables. - Three techniques to build or modify jobs to suit your environment - IA_ADMIN interface - Native SQL - MGKTLIB - Mining the treasure within the IA_ADMIN tables - load/refresh performance of specific mappings or entire jobs - views that can drive performance metrics reporting dashboards - analyze mtvparm settings - analyze ODS module metadata

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Mary Ann Correll, SunGard Higher Education

Description: This session will show examples of using ODS/EDW in different functional areas to solve practical and daily business questions.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 0: All levels of experience

Lead Instructor: Tim Roberson, SUNY New Paltz

Description: SUNY New Paltz's Schedule Manager is a Web application that allows academic departments to input their class schedules each term without having to use Internet Native Banner (INB). This application improves institutional performance by empowering users who may not be familiar with INB, providing a simplified interface for them to work with only the information they need. It also eliminates a time consuming paper process, thereby reducing the workload of the Registrar's Office. Schedule Manager, which was originally written for Banner 7 but is currently working with Banner 8, consists of a PHP front-end with all business logic contained in PL/SQL packages in the Banner database. Banner APIs are used to modify Banner data. This session will cover technical and functional aspects of this application from the planning stage through development and into production. User experience from both academic departments and the Registrar's Office will be discussed. SUNY New Paltz has been using Schedule Manager since January, 2009. They have been live with Banner since Summer, 2007. This session is intended for technical users who are interested in custom applications for schedule management as well as functional users who work with Banner's course catalog and class schedule.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Joanne Rajotte, Langara College

Description: The purpose of this presentation is to describe the planning and development phases of a project that uses Banner Workflow and Banner Document Management Suite (BDMS) to route tasks and documents relating to the process of reviewing and approving new course proposals. Session participants will learn how Langara College identified a business process that could be enhanced by combining workflow and document management functions, how the workflow was developed, and the method of linking tasks to documents in BDMS. The presenter will describe how the existing paper-based new course approval process was translated into a workflow and explain the design decisions for using certain Workflow component types rather than others. She will also describe how linking documents in BDMS to Workflow tasks was achieved.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1: New - limited experience

Lead Instructor: John White, Ithaca College

Description: Content contributors want to create interesting pages, but may not have the savvy for complex designs. This session covers techniques for creating rich, flexible LCMS templates. Topics will include using Ajax for managing a page layout, pushing index information to a relational database, pulling information from a Banner report and from LDAP, and other techniques to make your templates sing. This session is targeted towards LCMS template developers, but may also have value for anyone wishing to incorporate content from elsewhere into LCMS. Ithaca College went live with LCMS 3.1.2 in August of 2006 and are currently upgrading to LCMS 3.4.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 0: All levels of experience

Lead Instructor: Greg Skinner, Lehigh University

Description: Need quantitative data on how often users are accessing your campus portal in a given day, week, or month? On a typical weekday what percentage of your students login? Is your newly created alumni portal being used? Luminis Logger can report on your portal's total logins, logins by role, unique logins, percentage of users logging in, when a specific user logged in last, etc. Luminis Logger is a Lehigh University homegrown application. It is built with a goal that it can be easily deployed by other institutions. Luminis Logger is written in JSP making it simple to add to your existing portal's webserver. All source code will be provided along with installation instructions. Knowledge of the portal's LDAP and portal's DB will be helpful, but not absolutely necessary. Luminis Logger will need the addition of a few server side scripts and a few custom tables in the portal database in order to reap its benefits. Luminis Logger is designed for use in Luminis 4.x running on Solaris or Linux. Some customizing would be needed for those running Luminis 3.x or Luminis 4.x on Windows.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Douglas Riga, Xavier University

Description: Xavier University recently completed a fresh implementation of Luminis IV on new hardware and a new operating system. The decision was made early on in the project to pursue a fresh implementation vs. a migration project. This session will explore the reasons behind this drastic decision, the pros/cons of each choice, the issues & concerns we faced, an overview of how we approached the upgrade, and some lessons learned during the project. While some specifics to the implementation of Luminis IV will be discussed, the session will certainly be helpful for those contemplating a similar decision for future Luminis versions. A basic understanding of the Luminis platform is helpful, but not required.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 1: New - limited experience

Lead Instructor: Brian Ferris, Hofstra University

Description: With millions of students carrying mobile devices, your University needs to adapt to an increasingly wireless world. Learn how Hofstra University leveraged the power of Luminis Portal to provide mobile services to their community.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Justin Duffell, Sungard Higher Education

Description: Have you thought on how to modify the look and feel of your PowerCAMPUS Portal and Course Home Page application? In this class you will learn how master pages work and how to modify them, how to modify the style sheets and images, and the best practices to accomplish this and maintain your modifications during upgrades.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Makarand Kulkarni, SunGard Higher Education

Description: What is Infinity Process Platform (IPP)? How SunGard Higher Education is helping clients achieve implementation of SOA(Service Oriented Architecture) using IPP. This presentation will include brief overview of the work being performed at various client sites, demonstrate how easy to develop integrations using IPP as middleware platform, collaborate as workflow medium to execute process orchestration and implement good old point to point integration with flavor of SOA. This presentation will also include some real world deliverables SunGard Higher Education is delivering to achieve cloud based computing integration.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Jeff Saucier, CORE Business Technologies

Description: Receiving payments across campus often results in multiple payment applications, disconnected reconciliation points, decentralized business processes, challenging cash policy enforcement, and a wide compliance footprint. This session will demonstrate, through client case studies, COREs enterprise revenue management solution for self-service, departmental, ecommerce and cashiering payment channels. See how COREs consolidated platform conquers the challenges presented by disconnected payment applications including administration, reconciliation, and PCI compliance. See demonstrations of Banner client use-cases outlining the benefits of a single-deployment solution that enables your institution to better manage all incoming revenue sources for these revenue channels: Student Self-Service Student Payments, Deposits, Payment Plans, Statements Direct Payment for Parking, Day Care, other Student Charges Third-Party Access Management eCommerce (e-Stores) Parking Permits ID Office Athletics Cashiering Departmental Deposits

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Judy Craft, South Texas College of Law

Description: South Texas College of Law (STCL) decided to bring 1098Ts totally in house for tax year 2008. Banner Student A/R made this possible and relatively painless. We didnt have to slog through a CFR (Code of Federal Regulations), just read some IRS publications and apply for our transmission account. Best of all, we not only met the IRS deadlines, we were early! For our first 2 years on Banner 7, we dealt with legacy AR & Financial Aid data from two different systems, re-categorized our AR detail codes, and exported data which had to be converted by our vendor. This year, we did everything ourselves, including getting the previous 1098T history up on self serve after terminating our contract with said vendor. It was mostly painless, and best of all, it was on time and accurate. You can learn from our experience so that you, too, can do it yourself!

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Richard Headley-Soto, Georgetown University

Description: Georgetown University implemented Banner 8.0 for the Fall 2009 semester. The Accounts Receivable team, working with SGHE, designed and applied seven customizations to baseline Banner. The team then worked with internal resources to design three more custom processes. This session will begin by describing the various objects and procedures Georgetown customized (including TSRCBIL, TSRLATE, TSARFND, TSAAREV, GUASRVY, and a custom batch-upload process). The session will then proceed to describe the process of designing a customization, testing, and implementing it. Georgetown will describe some of the pitfalls it encountered in order to hopefully save other customizers the same problems. This session is recommended for all Banner Student/AR users who are considering applying a custom solution to the baseline product, and more generally, any Banner Student/AR user interested in the upgrades we have implemented. They are all available either from SGHE (in the cases of the ones designed with SGHE's help) or from Georgetown directly.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Carolyn Eakin, Old Dominion University

Description: Come learn how Old Dominion has used the features and flexibility of the Banner Recruiting & Admissions Performance solution to create ODU-specific dashboards, reports, and analytics for their recruiting and admissions users.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1: New - limited experience

Lead Instructor: Wendy Bolyard, SunGard Higher Education

Description: What if you could ascertain who among your admissions prospects would be most likely to apply, enroll, and be successful? You can, with Probability and Desirability functionality in Banner Relationship Management. To maximize potential use of the probability and desirability models, a clear strategy is a must. Understanding current and past admission pools will help define the factors upon which the models are built in the Relationship Solution. Monitored through the performance solution, models can be fine-tuned in Banner Relationship Management as data informs further model development or in response to changing priorities. This functionality provides clear focus and direction for admissions counselors and recruiters. Instead of managing an entire prospect pool, priority is given based on the probability and desirability ratings. The development of campaigns and communications can be informed by the ratings to target particular segments. This session will demonstrate the power of the probability and desirability functionality in the context of a recruitment strategy and plan.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Robert Andersen, Office of Student Financial Aid, Univ of Illinois

Description: Banner Financial Aid Self-Service, Algorithmic Packaging and Budgeting all require knowledge of SQL query development. Many financial aid professionals would like to develop queries in these new products but do not have the knowledge to get started or require knowledge of good query development and construction techniques. This session is designed to give an overview of SQL query construction and present several working examples specifically for Banner Self-Service Electronic Award Letter, Algorithmic Packaging and Algorithmic Budgeting. All queries presented are fully functional and can easily be modified to work at your institution. All queries and sample output will be available to take home.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Andy Carter, Colorado State University

Description: Implementing and processing Direct Loans may seem like a daunting task for those coming from the FFEL program. Whether you're switching from FFEL or have been processing Direct Loans for some time, Colorado State University can offer you perspective and assistance with Direct Loans. This session will focus on initial options setup, automation via AppWorx, interaction with G5/COD, and the everyday processing and reports that keep the Direct Loan process humming. Colorado State University has been processing Direct Loans since year one and has created efficiencies in processing that can help your school package and disburse a Direct Loan in just one day.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 1: New - limited experience

Lead Instructor: Curtis Patrick, SunGard Higher Education - Development

Description: This session will introduce Flexible Registration 3.0, outlining the new features and functions of the product, provide a high-level functional review of the product, a demonstration of the new learner user interface, and a discussion surrounding the product roadmap for Flexible Registration.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Rob Moyer, SunGard Higher Education

Description: Web Tailor 8.3 provides yet another chapter in the story of SunGard Higher Education's User Interface Modernization story. This release will allow your institution to choose from the current look and feel of Self Service Banner or the updated look and feel. Come and take a look at the improvements that have been made in the Banner Self Service products.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Michael Mardis, Auburn University

Description: Auburn University's undergraduate admissions office employs extensive communications to prospective students, both email and hard copy. The system proved to be a laborious and manual process. With the implementation of Banner Relationship Management, Auburn has been able to develop and execute efficient and effective campaigns, ranging from simple to highly complex. Let us share the functional as well as the technical perspective from those responsible for the campaign development and execution at Auburn University.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Luke Marinchak

Description: A Technical Forum on XML Transcript, focusing specifically on the setup and configuration steps needed to generate, send and accept the XML transcript.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Londa Tuzi, Drexel University

Description: Learn how Drexel University improved turn-around time for sending decision letters by 75%. Using the unsupported test score feature, we created an upload process for a predictive model score. A numeric score between 100 and 999 is calculated based on several characteristics. A comma delimited file is created which is then loaded into Banner using SRTLOAD. Once the score is pushed to SOATEST the automated decision assignment process (SARBDSN) is run to assign a decision. Rules built on the decision rules table (SAADCSN) look at a range of scores and assign offer, deny or waitlist decisions depending on the model score. Based on the decision, a letter is automatically initiated depending on material rules built on SOAMATL. The entire process from creating the model score upload file to sending the decision letters is done within 48 hours. Using this model, we have been able to increase productivity and drastically reduce the need to review applications, update decision codes and order decision letters. This presentation will cover: * Setting up the Model score to run SRTLOAD, SRRSRIN and SRRPREL * Setting up Decision Rules on SAADCSN * Running the SARBDSN process to assign the decision * Setting up material rules to assign a letter

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1: New - limited experience

Lead Instructor: Dean Ross, SunGard Higher Education

Description: The Tennessee Board of Regents (TBR) has made modifications to the Banner System to help in the monitoring and reporting of students that unofficially stop or never started attending class. The process starts with faculty becoming aware of the student's lack of attendance and entering this data in the system. At this point, the time status routine is called and the status calulated. As the Clearinghouse process is performed the time status is used which reflects the unofficial withdrawals. On the Financial Aid side, ROAENRL and RSRENRL have been modified to reflect the unofficial withdrawal so the student disbursement will be impacted. Also, when a student totally withdraws from the school the ESTS code (enrollment status) on SFAREGS is adjusted which impacts Title IV Refunding. The modification was implemented at all nineteen institutions within the TBR system and was developed to be flexible, automated, and reduce dat entry errors. Join us to learn about the inner workings of this modification.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 0: All levels of experience

Lead Instructor: Pamela Farr, MIS Department, Tulsa Community College

Description: This session will review the processes and forms utilized at TCC in manually cleaning up our Duplicate IDs. The session will detail the resolution of Duplicate IDs for students as well as for students who have become employees, and will cover areas: 1) Student Personal Information 2) Student Registration Information 3) Student Academic History 4) Student Additional Information 5) Student Financial Information This session will not cover employee only Duplicate IDs as we are not live on HR yet. This session will provide scripts written for finding Duplicate IDs and scripts which identify the tables in which they are located. Release: STUDENT 7.4 (going to 8) Track Focus: Functional Learner Profile: Experienced User, Functional User Target Institution: Any Target Audience: Admission, Registration, and Enrollment Services staff

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Luz Gaeta, SunGard Higher Education

Description: This presentation will use the Banner Student Aid for Canada product (BSAC) to illustrate how to create On-Line Financial Aid Applications for Faculties, Departments, Divisions, etc. at your institution. It will cover topics like: - Defining an on-line Financial Aid Application for collecting student aid applicants general information - Defining an on-line Financial Aid Application for allowing applicants to apply for generic or specific awards such as: scholarships, work-study awards, bursaries, etc. - Configuring type of information to be collected via on-line applications (questions): = Sharing VS unique = Required VS not-required = Numeric, date or character = Pre-fixed list of answers = Dynamic list of answers, - Preview of an on-line application in process of being built, - Releasing the on-line application to the public (applicants / students), - Etc.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Peggy Carey, Texas A&M University

Description: Have you ever wished your data could be at the tip of your fingers? Come find out how easy it is to create reports, pull data for reconciling or create files. Texas A&M University currently uses the query function in Microsoft Excel to run most queries. This presentation will discuss the tables and indexing in the CLM databases and will be beneficial to anyone using Excel or Crystal reports.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 1: New - limited experience

Lead Instructor: Rebecca Taylor, University of Rochester

Description: Whether you're ready or not, SEVIS II is coming. The good news is that fsaATLAS can help. In this session we'll discuss the functional aspects of SEVIS II implementation and how fsaATLAS can be used to support your efforts in complying with the new requirements. Changes in CIP Code assignments for your programs and how fsaATLAS can be used to capture changes in the biographic and employer data entered in SEVIS II by your students and scholars will be covered.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 0: All levels of experience

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Lead Instructor: Kirk Bunte, SunGard Higher Education

Description: The new Banner Integration for eLearning 8.1 product is based on the Learning Information Services (LIS) 2.0 industry standard from the IMS organization (imsglobal.org). This web services based solution will take eLearning integration to the next level. Learn about the functionality of this major upgrade to Banner Integration for eLearning. Topics will include the new administrator UI, Bulk Data Exchange service, exposed web services, development efforts with 3rd party Learning Management Systems (LMS) and overall product and project direction. The presenter has been the lead functional consultant and development team ScrumMaster for this product since its inception and is a member of the Common Components development team.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Jeff Beachy, Skidmore College

Description: Annual AWC SIG business meeting. We will discuss enhancements and product direction.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Joseph Watters, SunGard Higher Education

Description: SunGard Higher Education will be offering a new model for integration between Advance Web 9.4 and other applications, including a new business arrangement for using the integration. This presentation will describe the technical and business components of the new integration model. All levels of attendees will find the session informative.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Tanner Schlientz, SunGard Higher Education

Description: Data visualization is a means to put intelligence tools in the hands of your users who need to make important decisions that rely on many factors. This session will provide a demonstration of the Advancement Data Visualization by Advizor solution, and review how some recent customers have put this discovery tool to use for various applications.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Noelle Hylton

Description: Discussion and recommendations on best practices for processing: Name Types, Address Types, Deceased Records, Prospect Management, Exclusions, Solicitations, Parent Information, Mergers and Business Process Modeling.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Amy Roessler, University of Illinois

Description: The University of Illinois has successfully utilized the Banner Research Accounting module (currently using Finance version 7.3) for all of its sponsored project billings since 2003. This presentation will give an overview of how we manage grant billings using a combination of FRAGRNT settings, bill formats, and FRAEVGA events. We will share with you what has worked for us, how we train our users, and what practices we employ to insure our bills are accurate when they go out the door to our sponsors.

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 0: All levels of experience

Lead Instructor: Roopa Chowbey, George Washington University

Description: You'll learn about George Washington University's (GWU) experience in implementing and extending the Labor Redistribution solution delivered in Banner HR 8.1 in this session. This presentation deals with the functional aspects of the set up and approvals needed to map to GWU's business processes. Our session is recommended for those institutions intending to or performing labor redistributions, especially those with a research departments handling Grants. We will provide details on (using actual scenarios): 1. setting up the approval routing workflow; 2. setting up approvers using organizational hierarchy; 3. modifying the user interface to include features to help perform business functions effectively, such as improving the person search query and displaying related grant information; 4. extending the application to include automatic email notifications and supporting document attachments; and 5. generating custom reports for open requests, request statuses, analytics, etc. GWU will provide an overview of the business process flow for Labor Redistributions, as well as brief insight into the technology solutions additionally developed to address our needs.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Myrtis Tabb, Delta State University

Description: How can you gain efficiencies by getting people talking? In this presentation, we will show you how Delta State University engaged with SunGard Higher Education to conduct a Business Process Analysis of the current HR and payroll processes. By getting the right individuals together and evaluating the current methods, Delta State was able to create a streamlined process that has resulted in significant efficiencies for the institution. The analysis eliminated the duplication of work efforts, eliminated the paper process used for leave record management, provided online time entry for departments, and provided HR self-service capabilities for the campus. The efficiencies gained across the institution have resulted in a significant reduction in man-hours required for the former process, while improving the accuracy and availability of HR and payroll data. Business process analysis can be a painful process, and this session will demonstrate how to bring entities together in a way that creates a positive change. The HR team is bringing the message forward and campus offices have begun to focus on business process analysis and create other efficiencies across the institution.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 1: New - limited experience

Lead Instructor: Heather Hovatter, Eastern Washington University

Description: This session demonstrates how Eastern Washington University used ODS to generate monthly and quarterly performance benchmarks. Some benchmarks include total federal and state aid disbursed, money received, late fees assessed, total assessed charges among others. This session will show how these reports were created using the delivered ODS views along with how our university uses this information. This session is intended for the experienced functional user. We are currently on Banner version 7.6

Session Type: Presentation/Demonstration
Type of User: Functional (Administrative)
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Kamakshi Mallikarjun, SunGard Higher Education

Description: Where is your institution on the journey to data driven decision making and path to high performance ? How are you leveraging the BI systems on campus to transform data into meaningful information for decision support ?

Session Type: Panel
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Susan Lutz, University of Denver

Description: Need to jumpstart Workflow at your institution? Want some ideas for practical Workflows that do more than send FYI emails? Get a mile high overview of Workflows in production in Financial Aid, HR, Admissions, AR, Advancement and IT. These Workflows incorporate many SungardHe products such as Self-Service, BDMS, ePAF, API, and SDE. Included will be tips to encourage a culture change from last century paper lists to this century electronic worklists. Audience: Anyone interested in Workflow.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Peter Drew, Official Payments

Description: Official Payments offers a completely hosted PCI-compliant eCommerce payment solution that provides significant cost savings to institutions both large and small. Our long standing strategic partnership with SunGard Higher Education means that our integration with your institutions student system is real-time, resulting in real-time approval/decline and update to the Student System. Our payment solution supports American Express, Discover, MasterCard and VISA as well as flexible e-check payment options. With Official Payments, there is no hardware or software to install and no annual maintenance costs. The benefits to your institution include: 1. Complete eCommerce solution at little or no cost to the institution 2. E-bill and Payment Plan options at no additional licensing cost 3. Flexible payments options that support credit cards and e-check

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 1: New - limited experience

Lead Instructor: Karl Horvath, Ph.D., Gwynedd-Mercy College

Description: With Microsoft business reporting users can create their own ad-hoc reports and have greater access to critical data. The flexibility in formatting and decreased dependency on the IT department makes for greater freedom in many departments at Gwynedd-Mercy College. With limited IT resources reporting was difficult and time-consuming. All units who depended on PowerCAMPUS relied heavily on IT staff to assist and create reports. Needless to say this drained IT resources and prevented other priority projects from getting done. With the introduction of Microsoft business reporting users were more than pleased with the freedom and flexibility offered by the new services. Learn how work flow was transformed and resources were relieved.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 1: New - limited experience

Lead Instructor: Michelle Johnston, Ph.D., SunGard Higher Education

Description: Do you have a shelf in the office dedicated to dusty binders full of strategies? Have you participated in lengthy planning efforts that were exciting at firstbut ended up with no results that you could see? As we all face challenging economic times, no one has much patience with wasting resources, so the temptation to just dive in and DO may be much stronger than the call to PLAN. There is a middle ground that may help you avoid the pitfalls inherent in either taking an approach that is strictly tactical or one that is theoretically strategic. This session will review management from an agile perspective, with a goal of more effectively supporting your teams in the face of changing and uncertain demands.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Donald Dement, SunGard Higher Education

Description: Successfully implementing a new technology cannot be truly effective unless the related business processes are considered. This is especially true in todays competitive environment where institutions need to continuously improve their business processes. The goal of business process improvement is to provide the institution with an objective view of their processes and to systemically improve those processes. In this session we will discuss the tools and methodologies used in business process improvement. We will also review the differences between business process modeling and business process redesign.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Liliana Mason, SunGard Higher Education

Description: In this presentation, we explain the importance of Financial Aid student records. They serve as one of the primary sources of information for Institutional Research. The analysis of this data is of particular interest to institutional researchers as it aids in our understanding of how financial aid policies and practices contribute to student recruitment and retention during a student's initial term as well as the persistence and success of students after the first year and beyond. Student financial aid information additionally supports the development of the university's strategic plan, grant proposal submissions, and various mandated reports. Issues related to maintaining data integrity in financial aid records and managing FERPA concerns will be addressed.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Travis Sjodin, SunGard Higher Education

Description: SunGard Higher Education at National-Louis University recently completed a migration of its Banner 7 system from a Sun / Solaris environment to a Dell / Red Hat / VMWare environment. This project included migration of applications and databases to the new environment in an effort to lower the lifecycle costs of equipment, build in higher levels of redundancy, improve performance and ease system management. The project took approximately one year to complete from design to completed migration. Come and hear an overview of the migration project including unforeseen hurdles, surprising discoveries and the lessons-learned along the way. Intended learners for this presentation are CIOs, Technical Directors/Managers, Network Admins, DBAs.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: RJ Regenold, Services - Delivery Solutions

Description: You've heard about Adobe Flex. You've heard that SunGard Higher Education is using it as part of their User Experience Strategy. Get an opportunity to get your feet wet with an introductory course into developing applications using Adobe Flex. In this technical hands on session we will explore the Flex Builder IDE, demonstrate connecting to Web Services, and discuss building a rich internet application. Attendance at this hands-on session is limited to registrants who use the schedule builder to sign up. Additional seating may be available on a first-come first-served basis.

Session Type: Hands-On Training (HOT)
Type of User: Technical
Level of User: Level 0: All levels of experience

Lead Instructor: Mike LaFortune, SunGard Higher Education

Description: Gather along with your colleagues from other institutions for a Birds-of-a-Feather (BOF) session with SunGard Higher Education Banner Document Management Suite (BDMS) representatives. This BOF is for both functional and technical attendees.

Session Type: Birds-of-a-feather (BOF) Discussion
Type of User: All Types
Level of User: Level 0: All levels of experience

Lead Instructor: Robby Abney, Texas Tech University System

Description: Realizing that the complexity of two institutions in 1 Banner system would lead to a security nightmare, administrators developed the TEAM (Tech Enterprise Account Management) Application. Simplistic in design, it allows for distributed administration of security and accesses such as WebTailor Roles (ePAF Approver, ePAF Originator), Banner Security Classes, Banner Business Profiles, SciQuest Roles, Cognos Roles, Web Leave Approval, and Web Time Entry Approval. Along with updating the Banner tables, additional audit tables provide ease of reporting for review and audit of security procedures. With Banner 8, this functionality will be enhanced by use of Distributed Security Groups and increased capacity to allow for security to be managed by security coordinators while still guaranteeing IT administrative oversight.

Session Type: Presentation/Demonstration
Type of User: All Types
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: Carrie Aversa, SunGard Higher Education

Description: We all know that running the actual upgrade process is only half of the battle. The toughest part of any upgrade is figuring out just what was changed and how it will impact your customizations and integrations. Participants will learn what kinds of features are being developed to aid you in identifying those differences with specific delta reports and impact assessment tools.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 0: All levels of experience

Lead Instructor: Michael Reinhart Jr., Manhattan College

Description: Manhattan College has developed a custom JAVA application to handle duplicate pidm merging. We use the application with our current Banner 7.x implementation. Our application allows you to view two pidms' worth of information side-by-side and choose how to merge or delete the data at the row or table level. Our application now supports Banner 8.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 1: New - limited experience

Lead Instructor: Sean Collins, SunGard Higher Education

Description: This session will demonstrate recommended approaches for extending the ODS and EDW. With notable changes to the underlying architecture for both solutions, it is important for users to understand how to most effectively extend and configure these solutions to most appropriately suit their reporting needs.

Session Type: Presentation/Demonstration
Type of User: Technical
Level of User: Level 2: Prior knowledge and experience required

Lead Instructor: John DuBois, Microsoft Corporation

Description: Office 2010 is just around the corner. Attend this session to learn about the many new features in Office that address your administrative and educational challenges. New features in the Office suite and new Office Web Apps will improve collaboration, interactivity, and help faculty deliver engaging content and users from students to analysts to visualize complex problems and concepts. This session provides an ove