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 |
|
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.
|
|
| | 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.
|
|
| | 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 |
|
|
| | 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. |
|
|
