2009 Conference Agenda
Monday, September 14 | 8:00
8:30 | Vendor Set-up
Registration Begins | 9:00 | Pre-Conference Coffee Talks | 10:00 | Opening General Session | 11:00 | Sessions | 12:00 | Luncheon – Datatel/DUG Board presentations | 1:30 | Sessions | 2:30 | Sessions | 3:20 | Refreshment Break sponsored by Trimdata Corp. | 4:00 | Sessions | 5:30 | Happy Hour/Reception | | | Tuesday, September 15 | 8:00 | Sessions | 9:00 | Sessions | 9:50 | Refreshment Break | 10:30 | Sessions | 11:30 | Sessions | 12:30 | Lunch Closing General Session |
Conference Highlights
Pre-Conference Coffee Talks Monday 9:00am - Join your colleagues for a continental breakfast and meet & greet. Network and talk shop with your counterparts on issues affecting your institution.
Happy Hour Reception Monday 5:30pm - Enjoy some food, drink, and networking opportunities.
Enjoy HersheyPark
While you are in the area, why not enjoy a day at HersheyPark? Check back soon for information about low group rate for park tickets. Our group rate of $129 per night at the Sheraton will be extended 3 days before and after the conference. For park information, go to www.HersheyPark.com
2009 Lodging
Last year's conference was held at the Sheraton Harrisburg-Hershey.
The conference room rate was $129 per night. This rate applies up to 3 nights before, and 3 nights following the conference and will only be available until August 21st.
2009 Tracks & Sessions
The Session Schedule Grid is now complete. Click here to view.
FA (Financial Aid) Track Sessions
Have a session idea? Contact Track Leader: Tom Thompson - tthompson@mercyhurst.edu
| Session | Title | Presenter | Institution | Description | | FA01 | Transition from FFELP to Direct Lending | Margaret Vale
Donna Hemling | Loyola University Maryland
Loyola University Maryland | Come learn how to set up the Direct Loan Program on Colleague, as well as with the Department of Education. The focus is on idiosyncrasies and problems encountered and how these issues were resolved. | | FA02 | Where Are We Going, Where Have We Been? | Brett Goldman | Datatel | Let’s look at some of the highlights of what’s been released over the past few months, and what’s coming up throughout the autumn. We will emphasize the largest impact items, discuss how they’ve been working in your environments, and peek into the future so you can prepare for changes coming. | | FA03 | COD Processing – Where We Are Now | Brett Goldman | Datatel | Let’s step back and take a look at COD processing in Colleague. We’ll review exporting and importing for the growing number of COD awards, as well as the underlying structure of directories and files. | | FA04 | FA Roundtable | Sherry Proper | Allegheny College | | | FA05 | FA Communications Management | Tom Thompson | Mercyhurst College |
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FAB (Finance and Business) Sessions
Have a session idea? Contact Track Leader: Joe Miller - jmiller@ccac.edu
| Session | Title | Presenter | Institution | Description | | FAB01 | Hidden in Plain Sight: Colleague Finance and AR/CR Tips & Tricks From the Field | Dave Schroeder | Datatel | Come to this session, led by one of Datatel's most experienced consultants, and learn tips and tricks on little-known features of Colleague Finance and AR/CR that can save you time and frustration. | | FAB02 | Replacing Campus Book Vouchers or Batches with a Real-time Interface | Leila MacCarthy | Trimdata Corp. | Implementing a two-way, real-time interface between the campus bookstore and Colleague. Streamline processes, reduce errors and eliminate manual labor. Charges are authorized in real-time and an invoice is created on the student account in Colleague. FA~Link is an optional module in Datatel R18. | | FAB03 | Discover the Power of WebAdvisor Self-service Web Forms | Dave Schroeder | Datatel | Learn first-hand how to implement WebAdvisor self-service web forms. | | FAB04 | Bursar and Student Accounts Roundtable | Christa Eberle | Susquehanna University | Join us for a lively discussion about issues and problems that are unique to dealing with, communicating with, and counseling students regarding their bills, outstanding balances and other relevant topics. Ask questions, share innovations, and best practices in a small group setting with your colleagues. | | FAB05 | Informer Web Reporting: Access to your data has never been easier! | Alex Leupen | Entrinsik, Inc | Entrinsik demonstrates Informer™, a web-based reporting solution that provides real-time access to multiple SQL and MultiValue data sources from one intuitive interface anytime, anywhere. Perfect for end users, Informer is also quick and easy to implement, and enables institutions of all sizes to perform on-demand data analysis. | | FAB06 | Building the Budget Widener's Way | Karen Pedano | Widener University | An overview of Widener University's experience setting-up the Budget Management module. The session will cover what needs to be considered when preparing to install, as well as, lessons learned during implementation. |
HR (Human Resources) Track Sessions
Have a session idea? Contact Track Leader: Jill Schutz - jschutz@ccac.edu
| Session | Title | Presenter | Institution | Description | | HR01 | Communications Management & HR | Erica Austin | Widener Univ | Interested in using Communications Management to organize how you communicate with your employees? Come to this session to see an example of how Widener is using Communications Management for Payroll and to learn how to get started using it at your school. | | HR02 | So We DON'T Take Out Medicare? The Legal Intricacies in Working With Foreign Nationals | Dan Stabb
Hubert Whan Tong | Widener Univ
Villanova | This session will review the key differences in working with nonimmigrant visa holders and permanent residents . Key topics will include: determining residency, taxation, federal reporting, and payroll issues. | | HR03 | Security for HR | Michelle Dickinson | Widener University | This session will provide an overview of how to perform a security risk assessment in an area and provide examples on specific security concerns within any HR process. | | HR04 | Biff,bam, boom, Position ID update/copy | Gary Bercik | CCAC | Learn how to update position ID's using a process that copies the data fields and creates a new position. | | HR05 | Round Table Coffee Talk: Payroll Experiences | Pat Strano and Peg Marge | Widener University | Come to this informal coffee talk to meet new friends and network with those who have "been there done that." Networking is one of the highlights of going to a conference. This could be one of the most valuable sessions of the day because you will get phone numbers and email addresses of the one person who may have the answer to your nagging problem. | | HR06 | Payroll 101 - Payroll Taxes: From Tax Table Import to 941 | Jill L. Schutz | CCAC | For beginners or those who need another look. See an overview of the tax table import, learn how to utilize Excel to track payrolls and calculate tax payments, complete the Quarterly 941 form, and balance to the general ledger. | | HR07 | Payroll 101 - Group termination & Batch Wage Changes | Jill L. Schutz | CCAC | Learn how these Datatel processes can make your life easier. End your student or adjunct positions after each year or term using the GTRM or update wages using BEWC processes. |
IA (Institutional Advancement) Track Sessions
Have a session idea? Contact Track Leader: Lisa O'Dellick - odellil@juniata.edu
| Session | Title | Presenter | Institution | Description | | IA01 | Tools to aid CA conversion | Todd Fox/Susan Fenton | Allegheny College | | | IA02 | Using Major Donors in Colleague Advancement | Nancy Bryant | Washington & Jefferson | Come and see some of the updates and enhancements to the Major Donors module in CA, so that you can better track your donors and begin to utilize the module to its fullest potential. | | IA03 | Tracking Scholarship Donors and Recipients: The Why's and How's when you use another software vendor for Financial Aid | Lisa O'Dellick | Juniata College | Learn how Juniata informs scholarship recipients and donors of their yearly gift and how to turn that information into gift leads. | | IA04 | Preparing for CA - Understanding the preparation utilities. | Neil Belles | Neumann University | Benefactor and Colleague CA Preparation Utilities, Efforts regarding duplication in both environments, and use of MS Access "Duplicate Wizard Reporting" as an additional duplicate identification technique. | | IA05 | Ben to CA Roundtable | Lisa O'Dellick | Juniata College | Where are you in your conversion? Just started, somewhere in the middle, finished? Join other converting clients to share your knowledge and ask questions of others. | | IA06 | Using Communications Management in CA | Need a Presenter | | How are you using the new features in CA Communications Management. | | IA07 | Using Recurring Donations | Need a Presenter | | |
IT (Information Technology) Track Sessions
Have a session idea? Contact Track Leader: James Williams - williaja@neumann.edu
| Session | Title | Presenter | Institution | Description | | IT01 | Query Builder with UI Web | Nancy Bryant | Washington and Jefferson University | Sit back and hear a presentation on how one user is utilizing QueryBuilder with Web UI | | IT02 | Making a List and Checking It Twice | James Williams | Neumann University | Your bad ol' IT department took the colon prompt away, but you still need to create and edit saved lists. This session will show you some little known mnemonics that will allow you to create and edit saved lists without relying on Query Builder. (New Users, Experienced) | | IT03 | Goodbye Mr. Gray | James Williams | Neumann University | Still have query statements that you call from mnemonics? Here's how to get rid of the ugly gray screen and give your process a more uniform look with little or no programming. (Experienced) | | IT04 | Colleague Studio 101 | Jason Ramsey | Allegheny College | Afraid to get started with Envision Programming? You can get started at least with this basic how-to session, that will get you good enough to... well... probably break your system. A basic custom file, custom UI screen, custom WebAdvisor screen that was built for the college Health Center will be demonstrated | | IT05 | Identity Theft, the Law, You, and Compliance | Russ Bilotta | Neumann University | Data breaches and identity theft are in the news nearly every day. As we are duty-bound to protect data, don't skip this presentation if you are not familiar with SOX, GLBA, FERPA, HIPPA, and CALEA. One segment covers practical methods everyone can use to stay in compliance.
| | IT06 | IT CAT Client Feedback Forum | Erica Austin | Widener University | Interested on giving your input on IT issues important to your school? Come to this session to provide the IT CAT and Datatel with input on top technical issues at your school. Discussion topics will also include WebAdvisor workflow improvement and how duplicate records impact your school. |
MR (Managing for Quality Results) Track Sessions
Have a session idea? Contact Track Leader: Tom Carnwath - tcarnwath@uarts.edu
| Session | Title | Presenter | Institution | Description | | MR01 | When Outsourcing goes Terribly Wrong | Tom Carnwath | University of the Arts | As discussion about the process of identifying resources suitable for outsourcing, considerations to understand in developing a strategy, responsibilities, and case study about a failure in the process. Do we understand what the solutions are that we are trying to accomplish and can we determine outsourcing as a logical response to service needs. | | MR02 | Small School CIO Risk Management; Under the Radar or Under the Gun? | Mark Huber | Susquehanna University | How do we manage risk? What are our responsibilities? What do we need to do in mitigating risk? Some potential topics to cover would include:ePHI, PII, P2P,
Business Continuity, H1N1, Theft, IP-security cameras, IDS, Backup,
Cloud Computing Agreements... | | MR03 | From vision to strategic to tactical plan – how to get from a to b to c | Peter Shoudy | Widener University | TBA | | MR04 | CIO Roundtable: Challenges in Tough Times | Tom Carnwath, moderator | | What are the issues most troubling to managing IT in higher education. EDUCAUSE identifies the top ten issues facing CIOs today in 2009. Are you facing the same issues: Finding IT, Administrative ERP Information Systems,Security, Infrastructure/Cyberstructure, Identity Management/Access Management, Governance and Organization, Disaster Recovery/Business Continuity, Accountability, Learning Management Systems. Are these the issues you are tackling. Do you have other issues that you have solved and are willing to share. An open session to discuss what's on our minds. |
ST (Enrollment and Student Services) Track Sessions
Have a session idea? Contact Track Leader: Jason Ramsey - jramsey@allegheny.edu
| Session | Title | Presenter | Institution | Description | | ST01 | Admissions Roundtable | Jason Ramsey | Allegheny College | | | ST02 | Astra Schedule VII | Laurie Fullerton | Gannon University | A demonstration of Ad Astra's newest version of scheduling software for sections, events and resources across campus. | | ST03 | Putting Faces to Names on WebAdvisor | Mitch Pittsenbarger | Gannon University | Find out how Gannon added student and faculty photos from their ID system to class schedules and rosters. | | ST05 | Tricking your ELFs | Jason Ramsey | Allegheny College | While ELF wasn't looking, we tricked him into importing Admissions data from all different kinds of sources. Learn how to minimize your programming load and maximize your data, and make ELF a hard hobbit to break. | | ST06 | Con-ed Course Processing | Alan Bickerton | Community College of Allegheny County | CCAC created a web front end to help facilitate their continuing education course processing. Take a peek under the hood and learn how they did it. |
Vendor Sessions
For Vendor information, contact Rich Metzger - rmetzger@allegheny.edu
| Session | Title | Presenter | Institution | Description | | VEN01 | Building a Strategic Academic Enterprise | | Datatel | Aligning your resources with your institutional mission and our solutionsthat is true partnership. Learn more about Datatel’s strategic direction and see how contemporary technologies and improved usability and accessibility break down silos and create a true strategic academic enterprise.
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| | | VEN02 | Join the Datatel Team for an Open Forum | | Datatel | Join the Datatel Team for an Open Forum. Bring your questions and curiosities and learn how to strengthen your use of Datatel’s solutions |
| | | VEN03 | Improving Performance by being Data Informed | | Datatel | Never has information been so critical. Maneuvering through difficult economic times means making tough choices. Making tough choices with confidence means seeing the whole picture. Seeing the whole picture means yesterday, today and tomorrow. Learn proven strategies for how to build reports that answer these questions and drive results.
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| | | VEN04 | This Changes Everything | | Datatel | Colleague user experience has literally been transformed. With the release of Datatel’s new user experience, our brand new interface, and the Active Campus Portal, the way you use Colleague can increase efficiency, productivity, collaboration and knowledge sharing. Attend this session to really see the possibilities of working in this new environment that puts people first |
| | | VEN05 | Retention Alert: You can’t afford not to | | Datatel |
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| | | VEN06 | Title: Datatel-integrated enterprise content management – Putting Information at Your Fingertips | Jodi Thiel | Perceptive Software | With a single click from your Datatel applications, enterprise content management solutions from Perceptive Software puts paper and electronic documents at your fingertips. Learn how Perceptive Software's cost-effective, patented integration technology maximizes the functionality of your existing Datatel software applications across all departments. Perceptive Software is Datatel’s exclusive enterprise content management partner. |
| | | VEN07 | Laser Printing Made Easy | Jim Constantin | Source4 | “Laser Printing Made Easy- Learn about our software that converts Datatel default print output to blank laser-printed forms without reprogramming the application. Output goes to laser printer, fax, e-mail or PDF. Learn why over 190 Datatel users have selected Source4”. |
| | | VEN08 | Don't Scan It - Capture It | Lew Love | Softdocs, Inc | It is Softdocs' belief that scanning a paper documents should be the last resort when implementing imaging solutions within Higher Ed institutions. Why physically scan when you can capture and import them from Colleague and other third party solutions. With Softdocs, an institution will gain greater efficiencies, less keying errors, which improves customer service to other associates, students or vendors. This session will address the how to's of capture and imports. | |
| | | VEN09 | Inside/Outside/Upside Down with Datatel eCommerce and Beyond | Tom Gavin | Official Payments | This presentation will cover the Datatel/Official Payments eCommerce interface and how to set up applications outside of Datatel such as event registration, summer programs, fund raisers, or anything and everything else you would like to move to the Web. Will also show our New Client Connect Reporting System, Efunding, Payment Plans, and Bill Presentment modules. Go Green and Save Green with Official Payments |
| | | VEN10 | Replacing Book Vouchers with a Real-Time Interface | Leila MacCarthy | TrimData | Implement a two-way, real-time interface between the campus bookstore and Colleague. Streamline processes, reduce errors and eliminate manual labor. Charges are authorized in real-time and an invoice is created on the student account in Colleague. FA~Link is an optional module in Datatel R18.
| | | VEN11 | Informer Web Reporting: Consolidated Access to Multiple Data Sources Has Never Been Easier! | Alex Leupen | Entrinsik Inc | Learn how Informer 4.0 can save you money by getting timely information into the right hands. This new softwarerelease provides users across your organization with easy and controlled access to information from multiple systems, platforms, or locations eliminating data silo constraints whether you have a data warehouse or not. With only a few mouse clicks you can quickly connect multiple sources of data to provide a single point of webbased access to ad-hoc reports, giving technical and business users choices in how they want to assemble, schedule and deliver reports based on real-time data. For more information and to view a video product tour, visit www.entrinsik.com/solutions/informer/tour.php. |
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