2007 Agenda
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| Sunday, October 14 |
7:00pm - 9:00pm |
Registration |
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7:00pm - 10:00pm |
Welcome reception with open bar, Expo open |
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| Monday, October 15 |
7:00am - 7:45am |
Breakfast |
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8:00am - 8:50am |
Welcoming Session |
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9:00am - 9:50am |
Session 1 |
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10:00am - 10:50am |
Session 2 |
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11:00am - 11:50am |
Session 3 |
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12:00pm - 1:00pm |
Lunch |
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1:00pm - 1:50pm |
Session 4 |
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2:00pm - 2:30pm |
Break |
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2:30pm - 3:20pm |
Session 5 |
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3:30pm - 4:20pm |
Session 6 |
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4:30pm - 5:30pm |
Closing Session |
2007 FA (Financial Aid) Track Sessions
Track Leader: Charlene Bedillion - cbedillion@washjeff.edu
| Title |
Presenter |
Institution |
Description |
| The "Paperless" Financial Aid Office utilizing Document Imaging |
Cindy Haney |
Montgomery County Community College |
This session will describe the process Montgomery County Community College used to find an imaging vendor and implement Document Imaging in the Financial Aid Office. The presenter will demonstrate how the imaging software is utilized to help streamline processes, assist in workflow, and provide a tool that isn’t location sensitive. |
| How we can use AES/PHEAA as our destination point |
Pamela Wolfe |
Susquehanna |
This session will focus on the following: 1. Using AES/PHEAA as a destination point
2. ISIR Data Importing and Corrections
3. Pell/ACG/Smart set up and processing
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| COD Overview & Best Practices Discussion |
Sherry Proper |
Allegheny College |
>Description: Schools participating in Pell Grant, ACG, National SMART Grant, or Direct Loan Programs must report recipients' awards and disbursements to the Department of Education through the Common Origination and Disbursement (COD) System. After an overview of Datatel's COD functionality, the presenter will share how her institution uses Datatel COD and encourage others to compare their COD processes, share information, and ask questions. |
| Communications Management |
Michelle Vettorel Beth Creehan |
Washington & Jefferson College |
This session will explain basic set-up for communications management as well as discuss one financial aid office’s use of this module to assist with verification, awarding, and document tracking. |
2007 FOM (Financial Operations & Management) Sessions
Track Leader: Dory Peterson - dpeterson@racc.edu
| Title |
Presenter |
Institution |
Description |
| Good Morning Datatel |
Dory Peterson |
Reading Area Community College |
Roundtable discussion of hot topics, tips and tricks, and solution resources. Bring your coffee with you! |
| From Bored to Board – FRX in Action |
Sally Rodriguez |
Reading Area Community College |
How RACC uses FRX to do monthly Financial Reports and Board Reports. |
| Benefits of e-Procurement |
Dan Corazzi |
Mercury Commerce |
Automating the sourcing process, from vendor registration to quotes, RFPs, bidding and strategic sourcing. |
| A New Student Statement |
Barb Hughes |
Juniata College |
Customized student statement pulls data into Excel and Publisher for mailing, and is available online for both students and staff. |
| Official Payments for using e-commerce |
Mitzi Steele Tom Gavin |
Roanoke College Official Payments Corp |
Official Payments will provide information on how we are seamlessly integrated to Datatel WebAdvisor for credit card and ACH payments. We will explain to colleges and universities how easy it is to implement the various products we offer at NO cost to your institution. Also, provide you information on Payment Plans, eBilling, ACH, and CISP/PCI. |
| Reporting and analysis of Colleague data using SQL, Crystal Reports, and Excel |
Robert Ferrilli |
Ferrilli Information Group |
Reporting and analysis of Colleague data using SQL, Crystal Reports, and Excel. |
2007 HR (Human Resources) Track Sessions
Track Leader: Jill Schutz - jschutz@ccac.edu
| Title |
Presenter |
Institution |
Description |
| HR Workflow for Stipends |
Alan Bickerton |
CCAC |
Utilizing Colleague workflow and the student system we create stipends for credit courses |
Self Service for Payroll
Employee Online Services on Web
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Pat Strano |
Widener University |
Employee Online Services on Web |
| Tips & Techniques Round Table |
Jill Schutz Jay DiFrank |
CCAC
Gannon University |
How to: Refund taxes, tax business expenses, set up a mini pay run, upload JE to CF, 941 tax worksheet, balance regular earnings, etc. |
| Mass Wage & Benefit Changes |
Mary Karg
Jay DiFrank Kathi Lieb |
Gannon University |
These changes can be done with mass change routines that eliminate having to change individual employee records. |
| AIG Biometric Time Entry & Approval |
Kurt Spence Lew Love |
Gannon University AIG Technology |
Are you wondering if there is an alternative to paper time cards, magnetic swipe cards, Excel spreadsheet or web time entry? Gannon University has integrated AIG Technology's biometric time entry system into the Colleague payroll module. Come see this new approach to time entry. |
| Web Time Entry |
Dottie Wassel
Jay DiFrank Kathi Lieb |
Gannon University |
Learn how one school went through their change to Daily Time and Attendance and then Web Time Entry for all students and hourly staff. Also hear of our hurdles with system modifications and making it through release 18. |
2007 IA (Institutional Advancement) Track Sessions
Track Leader: Lisa O'Dellick - odellil@juniata.edu
| Title |
Presenter |
Institution |
Description |
| Getting Ready for CA |
Karli Grant |
Datatel |
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| Ben to CA Roundtable |
Robert Sebesta |
Roanoke College |
Roanoke is in the middle of their Ben to CA conversion. Come and talk about the steps they have taken to date. |
| Side Stepping the Activities & Events Module with On-line Registration |
Chris Gibboney
Joel Pheasant |
Juniata College |
Enhance your event registratino process using PHP technology along side Datatel. Come to this session to see what Juniata College's Alumni Relations Office is using. |
| Data Integrity/Cleaning Your Data for Conversion |
Nancy Bryant |
Washington & Jefferson |
Colleague Advancement is coming. Is your data ready to be converted? Hear what Washington & Jefferson is doing in preparation for Collegue Advancement. |
2007 IT (Information Technology) Track Sessions
Track Leader: James Williams - williaja@neumann.edu
| Title |
Presenter |
Institution |
Description |
| Compliance, Part 1. What Laws? What Do They Say? |
Russ Bilotta David Fusco John Sonnen |
Neumann College Juniata College Washington & Jefferson |
Presenters will describe critical elements of GLBA, SOX, FERPA, HIPPA, CALEA, and other federal laws, plus copyright infringement and downloading of music and video files. Keeping up is hard to do. Get an up to date review of the legal responsibility of college employees to protect data and personal information. |
| Compliance, Part 2. Active compliance methods in use. |
Russ Bilotta David Fusco John Sonnen |
Neumann College Juniata College Washington & Jefferson |
Although moderated by a panel, this will be in the format of a Birds-of-a-Feather session focused on discussions about common issues. Floor is open to questions about compliance practices, suggestions, or any related topic. |
| Integrating Campus Safety and Health Services into Datatel |
Terri Austin |
Roanoke College |
Learn how Roanoke College has incorporated Campus Safety and Health
Services into Datatel. Customized Envision Screens allow Campus Safety
to track keys and all charges (ID's, decals, citations etc..). Other
customized screens allow Health Services to track all their
appointments. |
| Getting Unidata Data to the Web. For FREE! |
Rick Brown Joel Pheasant |
Juniata College |
Use Tomcat Java Script Uniobjects and XML to give Web developers real-time access to Datatel data in Unidata. This is the technology that is behind how Juniata uses conferences and events , online statements, portals (Alumni web pages, My Juniata, etc...), directories, picture rosters, catalogs, budgets, emergency contact/SMS updating, meal plans, advisor sign off, statement history, student employment, and more...
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| Entrinsik Informer at Allegheny College |
Jason Ramsey Pete Gifford |
Allegheny College |
The implementation and use of Informer has been of great value at Allegheny. It has completely supplanted any plans on Querybuilder for reporting. In addition it allows users to retrieve information in any one of several useful formats for use in further analysis. As a case study, our Athletics Department has been almost completely moved from queries on menus to Informer reports, thereby improving accessibility, flexibility of output and ease of maintenance. One of Informer’s current limitations is its inability to work with file suites. Still, it is in heavy use in Financial Aid and is growing in popularity for departmental budget reporting. |
| Developing Training for Datatel Users |
Diane Jacobs |
Community College of Allegheny County |
This workshop will provide an overview of strategies for developing
training programs for Colleague users. Learn how we have deployed
online training and instructional documentation, to include new
developments, demos, procedures, cheat-sheets, and assessments.
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| Running Colleague and Benefactor on Linux |
Patricia Kelly Sharon Osterhout |
DeSales University |
We will discuss the decision to move to a Linux platform and the initial planning. We will describe the general steps required in moving from Unix to Linux and the issues we encountered, most notably issues with switching to cups printing. We will also describe the advantages of the Linux platform as we have experienced them. |
2007 ST (Enrollment and Student Services) Track Sessions
Track Leader: Athena Frederick - fredera@juniata.edu
| Title |
Presenter |
Institution |
Description |
| Admissions Application Online |
Neil Belles |
Neumann College |
Neumann College uses third-party online services at the "front-end" and "back-end" of our student experience at Neumann. We have an online application (I2E - "Inquiry Too Enrollment") that imports prospect and application information into Colleague and an alumni online community using the 3rd party application - iModules. The iModules alumni data is exported from Benefactor using DMP. In addition, this presentation will briefly review the Colleague Transfer process to transfer student information from Colleague to Benefactor. |
| Online student statements |
Barb Hughes |
Juniata College |
See how Juniata College developed a new paper Student AR Statement by adapting Datatel's AR Statement process to produce a workfile, that is then loaded into MS Publisher for printing. Then see how the statements were easily transferred to the web, where they are available for historical reference to students and staff, and how a current to-the-second statement can be viewed on the web by the student or by staff. All without WebAdvisor! |
| Degree Audit and their special considerations |
Chris MacEachern |
Juniata College |
Using Query Language to capture degree requirements. Some unique Juniata situations: double advisors and self design and individualize Program of Emphasis. |
| Tips/Tricks for Experienced Users (ST) |
Diane Jacobs |
Community College of Allegheny County |
TIPS AND TRICKS FOR EXPERIENCED USERS (ST)Learn how we train experienced users at CCAC to enhance their productivity with timesavers and advanced lookups. This workshop will cover using semi-colon lookups, using additional selection criteria in reporting, creating save-lists for use in reports and labels, and custom screens and reports. We’ll also share the job aids or “cheat-sheets” we have created for users. |
| Empowering your staff with Query Builder |
Athena Frederick |
Juniata College |
Building Reports and streamling job tasks. Taking the staff's workflow processes and cutting the check and audit for registration, transfer credit and for Administrative and Departmental needs. |
| Suspect (prospect) Maintenance and Application Imports |
Lillian Mundo Linda Kuestner |
Susquehanna University
Rose & Tuck |
Every school has different requirements and challenges when importing prospective student data, and applicant data, into their systems. Susquehanna University was no different. For starters, they obtain electronic data for suspects. Standard Colleague functionality requires populating primary data files and wasting ID numbers for records most likely to be purged, while third-party options will not integrate with Colleague data. Additionally, SU receives inquiries and applications electronically from a variety of vendors. Datatel's delivered Application import utility does not work with vendors who cannot change their extract format. More importantly, data loaded did not comply with SU's business rules. This session will show you how these obstacles were overcome using customized solutions by Rose & Tuck. |
2007 Vendor Sessions
For Vendor information, contact Rich Metzger - rmetzger@allegheny.edu
| Title |
Presenter |
Institution |
Description |
| Electronic Forms and Document Archiving |
Jim Constantin |
Source 4 |
Learn about our software that converts Datatel default print output to blank laser-printed forms without reprogramming the application. Output goes to a laser printer, fax, email or the web. We will also introduce FP Archive--a new solution that simplifies both document archival and retrieval. Learn why over 170 Datatel users have selected Source4. |
| Document Management, Workflow & Imaging |
Lew Love |
AIG Technology |
Clicking Print in Datatel = Printing, Distributing to recipients and filing into electronic manila folders when using AIG Technology’s D3 Workflow Suite. Even Word Merge letters from Datatel’s Communications Management to Students, Alumni, Vendors and Employees are filed automatically. Interoffice envelopes are extinct!!! Metal filing cabinets are extinct!!! Attend our presentation and I’ll show you how we do it! Also, all products are developed by AIG Technology. One request to support handles all questions; as we abide by the KISS principle. |
| It's 3AM...Do you Know Where your IT Assets Are? |
Scott Hair |
School Dude |
Prior to 1985, educational organizations invested heavily in physical assets, such as buildings and facility systems. Since then, investment in IT infrastructure has increased rapidly, and educational institutions must now master asset management for both facility and IT assets. This course will review major trends and breakthroughs in IT Asset Management (ITAM) and the emerging technology needed to identify and manage your IT assets, including hardware and software. ITAM will have a major impact on how you manage your organization's growing IT investments over the next several years, so don't miss this opportunity to learn more about emerging ITAM technology. |
| Introduction to Informer Web Reporting |
Angela Holland |
Entrinsik |
Informer is a powerful MultiValue reporting solution allowing organizations to leverage the Web to share information assets with virtually unlimited number of people anywhere at any time. Join us as we demonstrate how this easy-to-use Web Reporting Tool provides a unified business intelligence environment and consistent, real-time information for everyone impacting key business processes. We will demonstrate Informer Web Reporting v3.2.2--the latest release of the popular reporting solution from Entrinsik. This session will review report creation, customization, data export features, Informer Security, Meta File maintenance, scheduling, business intelligence
support, and much more. Upon completion of this session attendees will have a solid understanding of how Informer can establish a secure report repository for your organization while allowing end users of all skill levels to intuitively manage their individual reporting needs.
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| Real time Financial Aid/Bookstore Interface |
Leila MacCarthy |
Trimdata Corp |
Implementing a real time interface between the campus bookstore and Colleague's FA, Sponsor billing and AR modules. |
| Datatel-integrated Document Management |
Candance Daniels |
Perceptive Software |
ImageNow integraded document management, imaging and workflow software puts paper and electronic documents at your fingertips with a single click from your Datatel applications. Learn how ImageNow's cost-effective patented integration technology maximizes the functionality of your existing Datatel software applications across all departments. |
| Electronic Procurement for Datatel Schools |
Harry Goldberg |
Mercury Commerce |
Learn how Datatel schools are benefiting from e-Procurement purchasing and bidding solutions. Session will include an overview of our solutions and provide real-world examples of purchasing tools integrated with Datatel. Datatel schools are saving time and money with Mercury Commerce e-procurement solutions. Learn how easy it is to get started. |
| Point and Click Reporting with DataReady & Web Wizard |
Mel Soriano |
Eagle Rock |
Eagle Rock Information Systems will feature its flagship product WebWizard, which connects UniData to the Web. ERIS will also highlight DataReady for WebWizard, its powerful web-based reporting system. See how easy it will be to deal with paragraphs and queries. Come by and hear how ERIS delivers web integration software and consulting services to education and e-Commerce clients throughout North America |
| Certified by Datatel and costs your institution nothing!! |
Tom Gavin |
Official Payments (Tier) |
Official Payments will profide information on how we are seamlessly integrated with Datatel WebAdvisor for credit card and ACH payments. We will explain how easy it is to provide you information on Payment Plans, eBilling, ACH, and CISP/PCI compliance. |
2007 User Attendees
Since this is a non-authenticated site, we've chosen to protect your privacy. A directory with contact information was provided at the 2007 conference. If you'd like the contact information for a presenter, please contact the appropriate Track Leader.
| INSTITUTION |
NAME |
TRACK |
| Allegheny College |
Pete Gifford |
IT |
| Allegheny College |
Richard Holmgren |
IT |
| Allegheny College |
Mary Jane Lombardi |
IT |
| Allegheny College |
Jan Mailliard |
FA |
| Allegheny College |
Richard Metzger* |
IT |
| Allegheny College |
Jodi Millin |
FOM |
| Allegheny College |
Sheryle Proper |
FA |
| Allegheny College |
Jason Ramsey |
IT |
| Allegheny College |
Carolyne Wallace |
IT |
| Community College of Allegheny County |
Helen McAfoos |
ST |
| Community College of Allegheny County |
Joseph Miller |
FOM |
| Community College of Allegheny County |
Jill Schutz* |
HR |
| Delaware Valley College |
Lucy Drenth |
ST |
| Delaware Valley College |
Frances Flood |
ST |
| Delaware Valley College |
Lynn Gans |
FA |
| Delaware Valley College |
Joan Hock |
FA |
| DeSales University |
Patricia DeSales |
IT |
| DeSales University |
Sharon Osterhout |
IT |
| Gannon University |
Mary Brigham |
ST |
| Gannon University |
John Crandall |
IT |
| Gannon University |
Jay DiFrank |
HR |
| Gannon University |
Cindy Duda |
IA |
| Gannon University |
Laurie Fullerton* |
IT |
| Gannon University |
Mary Karg |
IT |
| Gannon University |
Kathi Lieb |
HR |
| Gannon University |
Mitch Pittsenbarger |
IT |
| Gannon University |
Kurt Spence |
IT |
| Gannon University |
Dottie Wassel |
HR |
| Juniata College |
Rick Brown |
IT |
| Juniata College |
Lori Cramer |
IA |
| Juniata College |
Guy Croyle |
IA |
| Juniata College |
Steve Downing |
IT |
| Juniata College |
Joan Engle |
IA |
| Juniata College |
Shya Erdman |
HR |
| Juniata College |
Doreen Flasher |
ST |
| Juniata College |
David Fusco |
IT |
| Juniata College |
Christie Gibboney |
IA |
| Juniata College |
Cindy Gibboney |
IA |
| Juniata College |
Barbara Hughes* |
IT |
| Juniata College |
Cady Kyle |
HR |
| Juniata College |
Peggy Lockhoff |
FOM |
| Juniata College |
Christine MacEachern |
ST |
| Juniata College |
Pat Musselman |
IA |
| Juniata College |
Sally Oberle |
IA |
| Juniata College |
Lisa O'Dellick* |
IA |
| Juniata College |
Jodi Prough |
ST |
| Juniata College |
Carrie Rhodes |
ST |
| Juniata College |
Susan Sampsell |
FOM |
| Juniata College |
Susan Shontz |
FOM |
| Juniata College |
Stephanie Turner |
HR |
| Juniata College |
Athena Turner-Frederick* |
ST |
| Juniata College |
Gail Ulrich |
HR |
| King's College |
Eva Guarino |
FOM |
| King's College |
Elaine Klukoske |
ST |
| Lycoming College |
Jeremy Irwin |
ST |
| Lycoming College |
Janet Payne |
HR |
| Mercyhurst College |
Sr. Patricia Whalen |
ST |
| Montgomery County Community College |
Cindy Haney |
FA |
| Montgomery County Community College |
Sherry Phillips |
ST |
| Neumann College |
Neil Belles |
IA |
| Neumann College |
Russ Bilotta |
IT |
| Neumann College |
James Williams* |
IT |
| Reading Area Comm College |
Dory Peterson* |
FOM |
| Reading Area Comm College |
Sally Rodriguez |
FOM |
| Regis University |
John Gintert |
IT |
| Roanoke College |
Terri Austin |
IT |
| Roanoke College |
Gene Bourne |
IA |
| Roanoke College |
Ellen Dyer |
IA |
| Roanoke College |
Margaret Hudson |
IA |
| Roanoke College |
Melissa Lacombe |
FA |
| Roanoke College |
Robert Sebesta |
IA |
| Roanoke College |
Mitzi Steele |
IT |
| Roanoke College |
Sara Woody |
IA |
| Susquehanna University |
Brenda Balonis |
HR |
| Susquehanna University |
Pam Heim |
IA |
| Susquehanna University |
Monica Leitzel |
ST |
| Susquehanna University |
Laura McCay |
IA |
| Susquehanna University |
Lillian Mundo |
IT |
| Susquehanna University |
Helen Nunn |
FA |
| Susquehanna University |
Maureen Pugh |
HR |
| Susquehanna University |
Bonnie Rice |
ST |
| Susquehanna University |
Alison Richard |
ST |
| Susquehanna University |
Cathy Smith |
HR |
| Susquehanna University |
Pamela Wolfe |
FA |
| The University of the Arts |
Benjamin Eley |
FA |
| The University of the Arts |
Eileen Grabosky |
FA |
| The University of the Arts |
Jewel Smith |
FA |
| Washington & Jefferson College |
Charlene Bedillion* |
FA |
| Washington & Jefferson College |
Nancy Bryant |
IA |
| Washington & Jefferson College |
Dan Faulk |
IT |
| Washington & Jefferson College |
John Sonnen* |
IT |
| Washington & Jefferson College |
Mike Timko |
IT |
| Washington & Jefferson College |
Michelle Vettorel |
FA |
| Washington & Jefferson College |
Mary Williams |
IT |
* denotes Planning Team Member
2007 Vendor Attendees
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