2022 TCC Annual Conference Speakers & PresentationsMay 25-27, 2022 | The Westin Riverwalk, San Antonio, Texas
Innovation Unlocked: Introducing the Experience PlatformJoel Sackett - Vice President of Product Management, Ellucian Joel Sackett currently serves as Vice President, Product Management over Ellucian's core product portfolio including Banner, Colleague, and everything Ellucian provides in Advancement, Financial Aid, & Student success. Previously, Joel spent two years building Ellucian's next gen Experience platform. Before joining Ellucian, Joel spent nearly two decades in product management roles at start-up and mid-market organizations serving ed-tech, media, programmatic advertising, and smart audio wearables. Joel started his career as a software engineer for a SaaS email marketing company and has been a part of several high-growth companies. Joel is passionate about leaving the world better than he found it and believes education is one of the greatest tools available to improve the lives of millions across the globe. AbstractTo meet the ever-changing needs of higher education, Ellucian has launched the Experience platform. This SaaS-forward, extensible, and modern solution is transforming Ellucian's product portfolio into a collection of lightweight, SaaS-native capabilities. As Ellucian's "Innovation Engine," the Experience platform delivers entirely new value to customers and is fueling SaaS transformations across higher education. Join this session to learn more about the Experience platform and recognize the benefits it will bring to your institution.
The Texas Data Management Program - Past, Present and FutureEd Kelly - Chief Data Officer, Texas Department of Information Resources Abstract - Download PresentationThe events of the past few years have highlighted the significance and criticality of data. Government and Higher Education leaders recognize its importance and role in successfully delivering services and products to our customers and constituents. Key principles such as governance, quality, analytics are critical factors in making data driven business decisions. Learn how the Office of the Chief Data Officer has shaped the Texas Data Management Program to address these key principles as well as address data sharing and collaboration across the state of Texas.
Welcome to TCC - Who, What, When …Elaine Beach - Director of Enterprise Systems, Information Technology, Angelo State University Elaine Beach has been with ASU’s Information Technology Department for over 30 years. She has worked in various area of IT, starting with the Customer Support area. She began in her current role, which includes leading the Banner support team, seven years ago. Brian Braden - Executive Director of Information Technology and Chief Technology Officer, Angelo State University Brian Jackson - Director of Information Technology and Asst Chief Technology Officer, Angelo State University Taylor Stephenson - Associate Director, Enterprise Operations, Lamar University Taylor Stephenson is the Associate Director, Enterprise Operations at Lamar University. He has worked in a few different roles at the university, starting in the Registrar's Office before moving to IT and now works manages the Banner environment at the University. He has worked at Lamar University for 16 years, and currently serves as the TCC Leadership Council chair. Gail Wallin - Assistant Vice President and Chief Information Officer, Texas A&M – Central Texas Abstract - Download PresentationAre you new to TCC? Have you been involved with TCC but would like to understand it better? Does some of the terminology confuse you? Learn why Texas Connection Consortium was created, how the TCC benefits to your institution, and the overall operations. A Journey in Implementing Chrome River PCard and beyondJohn Haynes - Managing Director - Procurement, Texas Tech University Health Sciences Center Abi Ramachandran - Project Lead - Banner Finance, Texas Tech University Health Sciences Center Abstract - Download PresentationThe process of implementing Chrome River PCard at TTUHSC. Benefits and challenges of implementing the Chrome River solution an institutional level as well as across multiple agencies. Learning Objectives
Mayday Mayday…We've Discovered a Problem!Michelle Aguirre, M. Ed. - Process Functional Manager, Alamo Colleges Michelle Aguirre has had a career as a Higher Education Professional for the past 19 years. Michelle has experiencing serving students in the following areas: Enrollment, Advising, State Reporting, and Adjunct Faculty. In her current role Michelle serves as a Process Functional Manager for Alamo Colleges District Information Technology Services. Ana Fernandez, BA - Lead Systems Administrator, Alamo Colleges District Ana Fernandez has experience working in the technical field for 25+ years with a concentration in higher education experience for 17 yrs. Ana Fernandez has served the Alamo Colleges for the past 5 years. One of Ana’s main focus is working with the CBMs. She currently serves as the Lead Systems Administrator. Abstract - Download PresentationTCC patch releases are highly anticipated and require a high attention to detail when assessing the overall effectiveness of the patch. With a can-do spirit Information Technology Services at Alamo Colleges collaborates with stakeholders both technical and functional to tackle errors and implement TCC releases. The IT team at Alamo Colleges uses problem solving skills, data analysis, and innovative thinking to accomplish implementation and uphold the standards of state regulations. Learning ObjectivesTCC patch releases are highly anticipated and require a high attention to detail when assessing the overall effectiveness of the patch. With a can-do spirit Information Technology Services at Alamo Colleges collaborates with stakeholders both technical and functional to tackle errors and implement TCC releases. The IT team at Alamo Colleges uses problem solving skills, data analysis, and innovative thinking to accomplish implementation and uphold the standards of state regulations. What's so Great about Lean, DevOps, and Agile?Stephen Blank - Enterprise Resource Planning Analyst, Sam Houston State University Stephen builds software and solutions at Sam Houston State University. He is an Agile Certified Practitioner and an AWS Cloud Practitioner. He loves the outdoors but rarely catches any fish. AbstractInstitutions of higher education are increasingly asked to produce comprehensive solutions with limited resources. Negotiating the iron triangle of project time, scope, and cost is an ongoing challenge. Developing mature high-performing teams aids organizations in being productive despite constraints. Lean, agile and DevOps are popular terms in these types of discussions. But what should these terms mean to you? Learning ObjectivesInstitutions of higher education are increasingly asked to produce comprehensive solutions with limited resources. Negotiating the iron triangle of project time, scope, and cost is an ongoing challenge. Developing mature high-performing teams aids organizations in being productive despite constraints. Lean, agile and DevOps are popular terms in these types of discussions. But what should these terms mean to you? Test Automation - Selenium IDESean Cargo - Associate Director, Texas A&M University Sean Cargo is an Associate Director in Enterprise Information Systems at Texas A&M University. He has over fourteen (14) years of experience working with and supporting Banner. During this time, he has worked with the general, admissions, student, communication management, and security modules of Banner. Recent projects include coordination of quarterly upgrades and testing, development of test cases for Application Navigator and admin pages, and preferred first name. Abstract - Download PresentationIntroduce the concept and benefits of test automation Review of the Selenium IDE tool Review / Creation of a simple test case using Selenium IDE Discussion regarding test automation Learning ObjectivesAt Texas A&M University, we continue to work towards test automation. This presentation will include:
Financial Aid Database (FAD) ModernizationTanya Trevino - Texas Higher Education Coordinating Board (THECB) Tanya Trevino has been with the Texas Higher Education Coordinating Board for 28 years and has worked with the Financial Aid Database report since its creation in 1997. She has an abundance of knowledge related to the reporting process and is known in the industry as the FAD “go-to” for guidance and assistance with error-resolution, overrides, and certification. Tanya also has extensive knowledge with the Coordinating Board Management (CBM) report in which she provides direct support to Health-Related Institutions. Having knowledge on both reports makes her an indispensable asset to the agency as well as to the institutions. DeCha Reid - Senior Director, Financial Aid Services, Texas Higher Education Coordinating Board (THECB) DeCha Reid has been in the financial aid industry for 22 years and started with the Texas Higher Education Coordinating Board in 2015 as the Director of Financial Aid Services. Over the past 7 years, she has made huge strides to improve and streamline various processes surrounding state financial aid administration and was one of the driving forces behind the consolidation of FA reports into the three cycle Financial Aid Database report and the Grant Payment Portal system. Before THECB, DeCha worked at private and public institutions in Texas, and she is known to her colleagues and peers as a reliable resource that is dedicated to the improvement of financial aid programs. Abstract - Download PresentationThis session will discuss a new project to modernize importing FAD data to THECB. The data modernization project consists of modernizing the internal data to cloud base platform and the FAD submission process. Institutions benefit from an easier, timelier, and more responsive data load process. The facilitators will provide an update on the progress of the project and a brief demonstration of the key functions of the submission process. Learning Objectives
TCC Leadership Council Meeting - Part 1Brian Jackson - Director & Asst. CTO, Information Technology, Angelo State University Taylor Stephenson - Associate Director, Enterprise Operations, Lamar University Taylor Stephenson is the Associate Director, Enterprise Operations at Lamar University. He has worked in a few different roles at the university, starting in the Registrar's Office before moving to IT and now works manages the Banner environment at the University. He has worked at Lamar University for 16 years, and currently serves as the TCC Leadership Council chair. AbstractThis will serve as the May 2022 monthly meeting for the Leadership Council. Learning Objectives
Implementing Project ManagementRachel McDuff - Project Manager, Texas Tech University System After graduating from Abilene Christian University in 2009, I spent almost 10 years working for Verizon Wireless. In that time I worked in various areas of the company, fostering a love for technology and developing project management skills. In 2019, I left Verizon to join the Texas Tech University System Information Systems team as their Project Manager. Abstract - Download PresentationThe purpose of the presentation is to share the journey that TTUS Information Systems has undertaken to build a more holistic, department-wide approach to project management in accordance with TAC 216. Our primary focus has been on the early stages of project management such as project initiation and design. We would like to share some of the processes and artifacts we have developed such as project charters, change management, risk management and BPAs. Learning ObjectivesAfter graduating from Abilene Christian University in 2009, I spent almost 10 years working for Verizon Wireless. In that time I worked in various areas of the company, fostering a love for technology and developing project management skills. In 2019, I left Verizon to join the Texas Tech University System Information Systems team as their Project Manager Back to topThe Good, The Bad and The Ugly: Planning and Implementing Successful Integrations through Ellucian EthosChuck Mize - Director, Enterprise Application Support, Sam Houston State University Chuck serves as Director of Enterprise Application Support within the Division of Information Technology, and Faculty of Management Information Systems within the College of Business Administration at Sam Houston State University. Abstract - Download PresentationHigher Education institutions are constantly being asked to provide data, both internally and externally, for decision making and research. As such, the term “integration” is often used as if it requires no real thought at all. Ellucian Ethos was developed to simplify some of the complexity of data integrations between campus information systems. As Ethos has continued to mature, the platform has expanded its ability to provide on-demand, real-time data to a host of custom and third-party software products. But what does one need to know to successfully leverage the power of the Ethos platform to meet institutional needs? Should all future integrations utilize the Ethos platform or are there situations that warrant a more traditional approach? Learning Objectives
There is value in Data!Toby Buckalew - Interim Chief Information Officer, Tarleton State University Toby Buckalew has experience in higher education, healthcare, financial services, and the military retail market bringing the best from each industry to create long-term solutions to challenging issues. A military brat with an array of interests and hobbies, he found success in thinking beyond the normal boundaries of business to refocus, reorganize, and develop strategies for technology and business with an understanding of the importance of people. Today, he assists organizations prepare for the future by leveraging the latent skills in staff and creating strategies to assist organizations in leveraging technology successfully to support the organization. Abstract - Download PresentationMost universities are sitting on tremendous volumes of data with answers to questions they have been asking for years. However, few are in a position to mine that data to find those answers. Understanding the value of data and how to uncover it are crucial for universities of all sizes to compete moving forward. Learning Objectives
Plug It! Take Banner 9 Single Sign On to AZURE AD (Cloud)Sidney Fernandez - DBA/ERP Administrator, University of Incarnate Word Currently serving as ERP Administrator at University of the Incarnate Word in San Antonio Texas. Previously served other higher education organizations in Information Technology department. Happily married and blessed with two kids. AbstractSecure and manage all your Banner 9 applications including Admin Pages with Azure Active Directory (Azure AD), an integrated identity solution that’s being used to help protect millions of apps today. Learning ObjectivesSecure and seamless access for all your users and Banner 9 apps with frictionless user experience through single sign on (SSO) What's Happening with THECB Student Reporting?John Dinning - Director, Education Data Center, Texas Higher Education Coordinating Board (THECB) John has been with the Texas Higher Education Coordinating Board since 2016. He has an undergraduate degree in music from the University of Massachusetts at Amherst and a master’s in public affairs from UT Austin. Abstract - Download PresentationJoin us for a discussion about recent and upcoming changes to THECB Student reports. Learning ObjectiveThe presentation will go over recent updates to CBM reporting with emphasis on major changes for Texas public two and four-year institutions that went into effect in spring 2022. TCC Leadership Council Meeting - Part 2Taylor Stephenson - Associate Director, Enterprise Operations, Lamar University Taylor Stephenson is the Associate Director, Enterprise Operations at Lamar University. He has worked in a few different roles at the university, starting in the Registrar's Office before moving to IT and now works manages the Banner environment at the University. He has worked at Lamar University for 16 years, and currently serves as the TCC Leadership Council chair. AbstractThis will serve as the May 2022 monthly meeting for the Leadership Council. Banner Technical Basics - Tables, Fields, Data, etc.Barry Stubbs - Sr. ERP Analyst I, Sam Houston State University Barry Stubbs is a Sr. ERP Analyst that has been with Sam Houston State University for the past 8 years supporting Banner Finance and its 3rd-party integrated systems. Barry has 28 yrs of experience supporting ERP systems related to Finance, HR, and Payroll. Abstract - Download PresentationIn this presentation, Banner technical staff will gain a better understanding of Banner Tables, Views, Fields, Data, etc. This includes How-To’s, ERD’s, SQL queries, and Discussion, which will expand the attendee’s knowledge and understanding of foundational database concepts of the Banner system. This presentation is geared towards technical staff learning to support Banner in their organization. Learning Objectives
How Well Do You Know Your List Of Projects?Jackie Droll - Technology Services Program Manager, Angelo State University Jackie has been a part of the IT project management team at ASU since 2006. She previously worked in the Graduate School Office for about 13 years before moving into IT. Jackie currently manages Angelo State University's Project Management Office. Jaimee Hall - Technology Services Project Manager, Angelo State University Jaimee has been a full-time part of the IT project management team at ASU for a year now, before which she was a student worker in the department for 4 years. She graduated from ASU in May of 2021 with her Master’s in Applied Psychology. Jaimee’s current role involves managing projects across campus and providing leadership and assistance to other IT project managers, as well as managing ASU’s entire portfolio of projects and all IT resources and allocations. She is also one of the go-to gurus for the department’s Project Management tool. Abstract - Download PresentationThis presentation focuses on how ASU uses ServiceNow to keep up with our list of projects as well as some Dashboard configurations to see our project portfolio from different vantage points; thus allowing executive leadership to peek in and check the pulse of our IT organization as it pertains to technology-related projects across campus. A few of the discussion points include: allocating resources, tracking time to projects, number of projects per project manager, assessing projects, expedited projects, projects on hold, time to completion, project prioritization, and project management training. Birds of a Feather: FinanceCarole Wardroup - Managing Director - Finance Systems Management, Texas Tech University Health Sciences Center Carole has been employed by Texas Tech University/Texas Tech University Health Sciences Center for 34 years in both Accounting Services and Finance Systems Management. Her current role as managing Director of Finance Systems Management includes oversight of property management, effort reporting system administration, chart maintenance, financial systems training, system assurance and data integrity, and testing and implementation of Banner upgrades and other systems that interface with Banner Finance. AbstractThe Birds of a Feather (BOF) session is your opportunity to network with fellow track members on the issues that matter to you! Join this session to ask questions, discuss hot topics and share successes and failures with your peers. Be sure to bring your business cards! Learning Objectives
Responsive Dashboard - Not Just for Tesla Anymore!Dawn Hill - Business Analyst III, Texas A&M University - Central Texas Dawn Hill is a Business Analyst at Texas A&M University Central Texas. She has been employed there since 2008, and has served in several different roles over the years. Currently, she is a member of the Enterprise Applications team, and supports the Banner Student module, Degree Works, Dynamic Forms, BDM, Web Tailor, Luminis, and Banner Security. She earned her Bachelor of Arts from the University of Arizona, and her Master of Science from Texas A&M University Central Texas. Her professional interests include streamlining processes, researching compliance recommendations, and accessibility. Rachel Woolfork - End User Support Specialist I, Texas A&M University - Central Texas Rachael Woolfork received her Bachelor’s degree from the University of Montevallo in 2011. She has worked within the Office of Enrollment Management at Texas A&M University – Central Texas since 2019. Currently, she serves as an End User Support Specialist, working on all things related to Degree Works. Her professional interests include multi-department collaboration, creative problem-solving, and bridging the gap between technology and end user needs. Abstract - Download PresentationAs the classic version of Degree Works nears its end-of-life date, many institutions will begin transitioning to the Responsive Dashboard. Whether you have already made the transition or looking to get started, this presentation offers a helpful review of the technical considerations that affect the look and functionality of your dashboard. This presentation will include a general overview of the new interface, a guide to configuring your Controller settings, and finally, tips for an effective campus-wide communication plan. Learning ObjectivesReview the Controller settings that affect the look and functionality of the Responsive Dashboard Birds of a Feather - DegreeWorksJonathan Duncan - Assistant Registrar, Texas Tech University System Jonathan Duncan has worked for the Texas Tech University Office of the Registrar for nine years. During this time, he has been a part of the Degree Works implementation team, currently serves as the functional lead, and is a member of the Development Partner Group (DPG) for the new Optimal Outcomes (still in development). In his position as Assistant Registrar, Jonathan scribes all academic program requirements in Degree Works, manages core curriculum course application issues, and serves as the liaison between academic units and the Office of the Provost regarding applicability of courses and other related state policies. He has a particular passion for cultivating and maintaining relationships between the Office of the Registrar and various campus partners, including Dean’s Office contacts, academic departments, and academic advising offices. Cristy Vinson - Programmer Analyst V, Texas Tech University System Cristy Vinson has worked for the Texas Tech University System for 29 years. In that time she has worked in both Information Systems and Registrar Support positions as both the main academic campus and both health sciences campuses. She has worked primarily in student support (SISPlus and BANNER), Degree Works, and user reporting with Cognos. Abstract - Download PresentationThe Birds of a Feather (BOF) session is your opportunity to network with fellow track members on the issues that matter to you! Join this session to ask questions, discuss hot topics and share successes and failures with your peers. Be sure to bring your business cards! Learning Objectives
Implementation of Employee Self-Service & General Self-Service in Banner 9Debora Waldenmayer - Ent Programmer Analyst VI, Texas Tech University Debora Waldenmayer is a Project Leader for Human Resources, Payroll, and Budget at Texas Tech University. Debora has 13 years of experience in the Higher Education industry. Before joining TTU, Debora worked in the software development industry for 20+ years, in a variety of areas from developer to systems development manager, project manager, and configuration management administrator. AbstractI will be sharing the implementations of Employee Self-Service and General Self-Service in Banner 9 and hope that you all will become more familiar with all of the configuration options and some tips and tricks that might be helpful in your implementations.
Partnering With DIR For Your Technology PurchasesTom Hay - Outreach & Training Coordinator, Texas Department of Information Resources Tom Hay joined the Texas Department of Information Resources (DIR) in 2011, after joining TRS in 2009. In his time with DIR he has worked in several capacities including Contract Services and has also managed Cooperative Contracts and Shared Technology Services contracts for the agency. He now provides outreach and training for DIR and educates customers on how to utilize DIR's products and services and educates the vendor community on how to do business with DIR and the State of Texas. Prior to working for the state, he worked in the private sector, where he became familiar with cooperative purchasing. Tom holds a Bachelor's Degree from Buena Vista University. Abstract - Download PresentationLearn how your entity can partner with the Texas Department of Information Technology (DIR) for your entity’s information technology needs. This session covers a variety of DIR’s offerings and how DIR is a resource to the higher education community. Specific topics discussed will include DIR’s Cooperative Contracts for hardware/software procurements, Shared Technology Services, Security Services, and will also discuss the recent TX-RAMP requirement for cloud services. Learning Objectives
Dynamic Forms: Do you like saving time and money?Dawn Hill - Business Analyst III, Texas A&M University - Central Texas Dawn Hill is a Business Analyst at Texas A&M University Central Texas. She has been employed there since 2008, and has served in several different roles over the years. Currently, she is a member of the Enterprise Applications team, and supports the Banner Student module, Degree Works, Dynamic Forms, BDM, Web Tailor, Luminis, and Banner Security. She earned her Bachelor of Arts from the University of Arizona, and her Master of Science from Texas A&M University Central Texas. Her professional interests include streamlining processes, researching compliance recommendations, and accessibility. Abstract - Download PresentationThis presentation aims to deliver a high level emphasis on creating Dynamic Forms. It will show the various objects and functionality available for your forms templates. Additionally, there will be a look into the development of the business process, system and administrative control on the Dynamic Forms dashboards, audit trails for each form, and long-term management and storage of the forms. Learning Objectives
Academic Process Automation: Lessons Learned with Ellucian Workflow 2.0Chuck Mize - Director, Enterprise Application Support, Sam Houston State University Chuck serves as Director of Enterprise Application Support within the Division of Information Technology, and Faculty of Management Information Systems within the College of Business Administration at Sam Houston State University. Abstract - Download PresentationEllucian Workflow is a powerful platform for automating business processes. With its built-in Ethos integration with other Ellucian systems, routine operational tasks can easily be automated to increase accuracy and efficiency, even with limited technical knowledge. While Ellucian Workflow is an easy, low-code system to use, there is a learning curve. Additionally, for those who have been using Ellucian Workflow 1.0, the Ellucian Workflow 2.0 release is a substantial change from the previous version. This session will help you move forward with Ellucian Workflow successfully. Learning Objectives
Streamlined Reporting or Wait! What Happened to the CBM004?Dennis Barnes - Senior Business Analyst, TCC Support Center - Ellucian Dennis Barnes is a Senior Business Analyst and has worked in the Texas Connection Shared Services Center since 2008. Business areas include student, accounts receivable and general. Prior to working at Ellucian, he spent 23 years in a variety of positions in higher education. Abstract - Download PresentationThe Spring 2022 semester saw a ton of changes to Coordinating Board reporting. We'll review what those changes were and how the TCC Shared Services Center responded to the changes followed by open discussion to share tips and Q&A. Learning Objectives
Ransomware Prevention Methods: Keeping the Threat Out of Texas Higher EducationBrian Dennis - Principal Technologist for the Public Sector, Akamai Technologies Brian S. Dennis is the Principal Technologist for the Public Sector at Akamai Technologies, where he provides insight and strategic guidance on cybersecurity issues that the entire public sector is facing. Prior to joining Akamai, he worked with university systems building the nation’s first Cybersecurity Center for Business. While in the education world, he created cybersecurity programs for the US Department of Defense and the US Department of Labor and created an accessible cyber-defense range for students and businesses. Douglas Holland - Sr. Solutions Engineer, Akamai Technologies Douglas Holland is a professional communicator of technical ideas. As a Solutions Engineer at Akamai Technologies, he is passionate about helping customers solve business challenges, enhancing digital experiences, and improving their security posture. He currently works with State, Local, and Education organizations in the United States and Canada to improve the performance and security of their online digital properties. Abstract - Download PresentationBy the end of 2021, ransomware is predicted to attack a business every 11 seconds. Novel, large-scale attacks that are nearly impossible to anticipate. SolarWinds, Kaseya, and Log4J reveal global vulnerability to sophisticated, state sponsored attacks. In this session we’ll delve into the anatomy of a ransomware attack, show you how an attacker gains a foothold in your environment, and give you some strategies to lessen the severity of a ransomware attack, or prevent one altogether Learning ObjectivesWe need to talk about ransomware. Aligning Technology and University Strategies - The seven pillars of technologyToby Buckalew - Interim Chief Information Officer, Tarleton State University Toby Buckalew has experience in higher education, healthcare, financial services, and the military retail market bringing the best from each industry to create long-term solutions to challenging issues. A military brat with an array of interests and hobbies, he found success in thinking beyond the normal boundaries of business to refocus, reorganize, and develop strategies for technology and business with an understanding of the importance of people. Today, he assists organizations prepare for the future by leveraging the latent skills in staff and creating strategies to assist organizations in leveraging technology successfully to support the organization. Abstract - Download PresentationTechnology strategies often fail as they are not aligned with the strategic vision of organization. This is often due to a failure to understand how technology can support the organization in the future - not just how it supports it today. We examine how seven unique pillars of technology can be analyzed to balance them in generating a supporting technology strategy. CBM00T Transfer Report - What is it, how to run itDennis Barnes - Senior Business Analyst, TCC Support Center - Ellucian Dennis Barnes is a Senior Business Analyst and has worked in the Texas Connection Shared Services Center since 2008. Business areas include student, accounts receivable and general. Prior to working at Ellucian, he spent 23 years in a variety of positions in higher education. Abstract - Download PresentationThe CBM00T Transfer Report is a relatively new report required of universities. This presentation will review what it is and what's required to set it up. We'll also leave plenty of time for open discussion. Learning Objectives
Streamline/Automate ACH Contract Payments and Inserting TSAAREV TransactionsArnetta Brown - Director of Student Business Services, Texas A&M University - Central Texas Coming from a background in the student loan industry, I've been in higher education for over 16 years. I've served in the Business Office/Student Accounts/BURSAR departments throughout my tenure. I partner with Enterprise Apps, external vendors and numerous departments, collaborating to streamline processes, implement automation and ensure system efficiencies. Debra Davis - Sr. Business Analyst, Texas A&M University - Central Texas Debra J. Davis, Texas A&M University – Central Business Analyst III, Enterprise Applications (IT) Coming from a background in the student loan industry, Debra has been in Higher Education for 8 years. She serves as a technical liaison between functional department managers, the Enterprise Applications team and other University departments and works collaboratively with them for the development, implementation, maintenance and support of enterprise applications and related systems. She is currently the lead Business Analyst for Student Business Services. Abstract - Download PresentationPresent how to automate/streamline applying ACH contract payments. This daunting process was very manual. The automation shaved countless hours of manually applying individual ACH payments to each account. Present how to mass insert TSAAREV transactions with varying dollar amounts and numerous accounts. Learning Objectives
Data Town Hall DiscussionEd Kelly - Chief Data Officer, Texas Department of Information Resources AbstractJoin us for an interactive, collaborative, and lively discussion session with your colleagues and partners on all things data! The Chief Data Officer for Texas will cover such topics as data governance, data literacy and what we could possibly expect for the upcoming 88th Legislative Session in relation to data focused topics and issues. Come share your thoughts, challenges, and success stories as we explore the various topics of the strategic asset that is data! Adopting Electronic Signatures in the WorkplaceChester Bammel - Business Analyst, Adopting Electronic Signatures in the Workplace, Sam Houston State University Chester Bammel is a Business Analyst with IT@SAM Technology Solutions. Chester has worked for the last nine years with various departments around campus to identify requirements, streamline and simplify business processes, and enable functional users to run their own processes, thereby minimizing routine involvement by IT. Chester has over 35 years of experience in private industry, with 10 of that serving as implementation manager for a software development company where he determined customer’s needs and served as trainer and post-implementation support. Abstract - Download PresentationAre you frustrated waiting on documents that need to be signed or approved from the department across campus? Are you tired of having to distribute documents for approval by “sneaker mail”? Are you unable to figure out on whose desk and on which pile of paper that document is that needs to be approved by six different approvers? And, how about the fact that half of those now work remotely due to COVID? Are you tired of printing a document to get it signed, then re-scanning it again so you can email it to the next person to again, print out, sign, and re-scan? Enter the age of Electronic Signatures! See how switching to electronic signatures can solve these issues and greatly streamline the process of getting your documents signed, approved, and filed – all legally and with complete traceability. Learning Objectives
Canvas LMS Automation with Microsoft Power AutomateJustin Carrell - Director, Academic Technology, Tarleton State University Justin Carrell is the Director of Academic Technology at Tarleton State University. He has over 14 years of instructional technology expertise in higher education. He leads a team that helps make complicated processes easier. Justin has presented at the national Blackboard World conference, the national Instructure conference, the national Teaching with Technology conference and at the regional North Texas Canvas Users Group conference. He is currently pursuing a terminal degree in Educational Leadership from Tarleton State University. AbstractThe Learning Technology Team at Tarleton State University has embraced process automation with low-code/no-code solutions. Participants will see how Tarleton State built a custom Canvas LMS connector in Microsoft Power Automate. This custom connector allowed the team to automate several tasks such as temporary account creation, non-academic course creation, and non-academic enrollments. The session will describe the process and lessons learned. Learning Objectives
Back to topUsing Dynamic Form to Set Up TCC Appropriation TablesLarry Allen, CGFM - Assistant Managing Directory, Texas Tech University Larry Allen is a Certified Government Financial Manager and has worked in Accounting Services at Texas Tech University for 7 years after 8 years in public education. Larry is an Assistant Managing Director overseeing TTU’s financial systems management team as well as the local fund accountants which manage tuition/fee funds, gifts/endowments, auxiliaries, and other non-sponsored funds. Cristy Jones, CGFM - Associate Managing Director, Texas Tech University Cristy Jones is a Certified Government Financial Manager, Certified Internal Auditor, and Certified Government Audit Practitioner. She has been in audit or accounting positions in higher education for 12 years, 7 of those in Accounting Services at Texas Tech University. Cristy is currently an Associate Managing Director overseeing TTU’s plant, property management and appropriations accounting teams. Abstract - Download PresentationWhen universities receive new appropriations, tables developed by TCC must be set up in Banner that allow documents to flow to USAS. Many of these tables use the same information, so it must be entered multiple times. If a table is missed or data entered incorrectly, documents uploading to USAS will have missing or incorrect information. Our accounting team manually set up 10 Banner tables until converting the process to a Dynamic Form which allows us to shorten the process and reduce the possibility that errors are made. The form we have created links common fields together so data elements only need to be entered once and they are fed to each appropriate field. Dynamic Forms allows for customizable layouts, control over users & approvers, and maintains a record of submitted & completed forms. Learning Objectives
Inactivating Students and Cutting Down on ClutterHannah McDonald - University Registrar, Texas A&M University-Central Texas Hannah McDonald has been in higher education for 12 years. She is employed at Texas A&M University-Central Texas as the University Registrar and Acting Director of Enrollment Services. She celebrated her tenth year with the university in January. Abstract - Download PresentationIn this presentation, we will discuss the benefits of inactivating students, various ways to inactivate students, and considerations when inactivating students. The presentation will be a good starting place if you need to review your processes or implementations. Learning Objectives
Communication Management ImplementationJay Phillips - IT Business Analyst, Texas A&M University - College Station Jay Phillips has worked in higher education for 15 year. He has worked at two institutions during his career focused on student recruitment and admissions. Abstract - Download PresentationThe session will review Texas A&M University's implementation of Communication Management (CM). After attending the session you will know what CM is and is not, learn what steps TAMU took during implementation, view customizations to CM and learn from your peers how they are using CM. Learning Objectives
TRS Reporting TipsJennifer Almanza - Employer Reporting Consultant, Teacher Retirement System of Texas Jennifer Almanza has been with the Teacher Retirement System of Texas since July 2018. She began her TRS career as a Reporting Employer Coach and accepted a role as a Reporting Employer Consultant in July of 2021. Jennifer currently works with over 100 Reporting Employers in the submission and completion of their TRS reports. She also conducts monthly virtual and in person training sessions with employers as well as new hires within the Employer Reporting team. Jennifer enjoys working with the various employers throughout the state of Texas and is dedicated to learning the ins and outs of TRS reporting. Abstract - Download PresentationA quick overview of TRS reporting with helpful tips and the resources currently available. Learning ObjectivesAt the end of this presentation, you will be able to utilize the available TRS portal and online resources to assist in the reporting of employees on a monthly basis. As well as an understanding of the importance of timing to avoid additional corrections. Recent Improvements in Adobe Sign for University Document Signing and ApprovalsChester Bammel - Business Analyst, Sam Houston State University Chester Bammel is a Business Analyst with IT@SAM Technology Solutions. Chester has worked for the last nine years with various departments around campus to identify requirements, streamline and simplify business processes, and enable functional users to run their own processes, thereby minimizing routine involvement by IT. Chester has over 35 years of experience in private industry, with 10 of that serving as implementation manager for a software development company where he determined customer’s needs and served as trainer and post-implementation support. Abstract - Download PresentationAdopting electronic document routing and signatures has been a godsend in the university environment. Yet, our tool, Adobe Sign, had a number of shortcomings when first adopted. Adobe has listened and has been responsive to the requirements necessary for an enterprise system. There have been a significant number of improvements made in the last several months that have resolved most of the issues and enabled the product to meet the demands of the university environment. We will highlight these areas, which you may not be familiar with, where Adobe Sign has addressed our needs and demonstrate how they are used. Learning Objectives
TCC Customer Satisfaction Workgroup UpdateElaine Beach - Director of Enterprise Systems, Information Technology, Angelo State University Elaine Beach has been with ASU’s Information Technology Department for over 30 years. She has worked in various area of IT, starting with the Customer Support area. She began in her current role, which includes leading the Banner support team, seven years ago. Alexa Galle - Assistant Director, Finance Systems Management, Texas Tech University Health Sciences Center Alexa has been with TTUHSC Finance Systems Management for seven years managing Banner Finance system and data integrity, chart maintenance, financial systems training, and effort reporting system administration. In addition to TCC, she is also involved with CoHEsion, a user-led Banner organization for higher ed. Brian Jackson - Director & Asst. CTO, Information Technology, Angelo State University Brian Jackson began his career in technology in 2002 working at the Texas State Data Center and transition to working for Angelo State University in 2008. Abstract - Download PresentationUpdate from the TCC Customer Satisfaction Workgroup Efficient, Personalized Financial Aid: Extending Banner with CampusLogicDorothy Davidson - Director of Financial Aid /Consultant, Texas A&M University San Antonio / Financial Aid Services (FAS) Dotti Davidson was drawn into the financial aid profession like most, employed as a federal work study student. With over 20 years of experience, she still finds fulfillment in serving as a financial aid administrator and appreciates the role’s rewards as well as its challenges. She understands the roll that technology can play in helping to serve students while ensuring compliance within financial aid. She currently works at Texas A&M-San Antonio consulting in financial aid serving as Director of Financial Aid. Abstract - Download PresentationAt Texas A&M – San Antonio the Financial Aid office staff now enjoys a flexible schedule, uses less office space, and runs at top efficiency—all thanks to technology. Learn how integrating CampusLogic’s platform of products with Banner made all the difference, how they streamlined and automated the scholarship process, developed dynamic award letter that are driving results, and created a paperless appeals and verification process. Integration best practices, results, and personalization/customization strategies to be shared. Learning Objectives
ApplyTexas Updates for the 2023-24 Application CycleDavid Muck - Senior IT Manager, University of Texas at Austin (ApplyTexas) David has served as the ApplyTexas technical team lead for the last three years. Prior to that he served as a developer on the team from 2007 - 2019. He also has experience as an educator, having taught and coached at the high school level. David is a graduate of the University of Texas at Austin. Abstract - Download PresentationThis presentation will focus on upcoming changes to the ApplyTexas application and data collected for the upcoming 2023-24 application cycle opening on July 1. Learning Objectives
Banner SaaS Job Submission Enhancements - Upload & Download FilesAndrew Eiland - Senior Systems Integration Analyst, Tarleton State University Graduated from Tarleton State University in December 2003 with a BS in CIS and May 2005 with a MS in Information Systems.
Abstract - Download PresentationThis session will cover Tarleton's implementation of the Banner SaaS Job Submission enhancements - Upload & Download Files followed by a functional demonstration. This process was created by Ellucian so that users can upload files to the gurjobs directory for processing as well as download output after executing a Banner job without having direct access to the server. This was created to prepare Banner to move to the cloud. Reference Ellucian Article #000040162 Learning Objectives
PageBuilder and Its Many UsesAngela Weaver - Database Administrator, Victoria College Angela has worked at Victoria college for 22 years and has been the banner DBA at Victoria College for 9 years. She has a degree in Computer Engineering from Clemson University. Abstract - Download PresentationLearn the basics of building a page builder page and some ideas for ways to use this new tool. Learning Objectives
Back to topChatbots to the Rescue – Artificial Intelligence and RPA to competitive advantage to Higher Ed 2.0Krishna Edathil - Director of Enterprise Solution Services (AI, Cloud and RPA), Texas Deptartment of Information Resources Krishna Edathil is the Director of Enterprise Solution Services, including cloud and AI, for the State of Texas Department of Information Resources (DIR). DIR plays a leadership role in affecting Texas IT policy, operating its two data centers and public cloud program besides facilitating multiple contract vehicle for state agencies to procure IT resources. Krishna has more than two decades in technology start-up and leadership roles and also serve as the practice director for Texas Artificial Intelligence and Robotics Center of Excellence. He served as senior technology executive for Accenture’s Intelligent Software Engineering Services group, before assuming his current duties for the State of Texas. Krishna has an executive certificate from MIT Sloan School of Management in Leadership and Management including Artificial Intelligence, Machine Learning and Internet of Things. Abstract - Download PresentationArtificial Intelligence and its most adopted branch of Robotics Process Automation skills are going to help higher education institutions and students alike to navigate and command greater opportunities. In less than 7 slides, the session would cover why higher education should pivot and devise their AI strategy and draw a road map. As Texas is leading with center of excellence to hand hold and navigate through, institutions have a major role to develop curriculum and help develop a skill set that every institution is trying for. Recently, a youth in Washington D.C area, got laid off but by spending 45 days on intense bootcamp and free learning materials offered by a leading RPA vendor, the person got a top paying job and spring back in corporate world. The session will talk about how institutions can put AI to work for recruiting and promoting academic courses, helping with filling out registration forms and prompting with options to help admission department and while, the learning and curriculum team can develop new courses on AI and RPA and help develop new skills. This would add more revenue to the school and added skill to the student population. And, last but not the least, have a aggressive approach of democratizing AI and developing a sense of Responsible AI early on in student’s career. Learning Objectives
Degree Works - What Did You Miss and What's ComingDana Salinas - Interim Director of Application Support, Tarleton State University I have been in Higher Education for the last 15 years and in technology for the last 20 years. I have served as a Associate Registrar and Director of Enrollment Technology and Operations at Tarleton, Applications Developer for Ellucian, and I currently serve as SIS Team Lead for 6 A&M Institutions for Columbia Advisory Group. I am also currently the Interim Director of Application Support at Tarleton State University as a CAG contractor. I have been on the functional and technical side of ellucian products and 3rd party integrations. I hold a Bachelor's of Science in Computer Information Systems and a Master's of Science in Management and Leadership. Abstract - Download PresentationThis presentation will highlight recent enhancements that your institution might have missed or you simply haven't upgraded to yet. Catch up, get excited, and see the major enhancements coming in Degree Works Learning Objectives
Direct Pay Processing - We Can Help!!Becky Turner - Accounts Payable Supervisor, San Jacinto College District
Abstract - Download PresentationDirect Pay invoices are initiated by the end-user which expedites certain types of transactions that do not require the use of a purchase order, yet does not by-pass the College’s and the State of Texas procurement guidelines. Learning Objectives
How San Jacinto College Automated its Process for Dual Credit Contracts and ExemptionsMichele Thomas - Business Analyst II, San Jacinto College District Michele Thomas currently works as a Business Analyst II at San Jacinto College, supporting the Banner Student, Finance, and HR modules. Michele holds a Master’s in Business Administration from Texas Women’s University. She started her higher education career as a Division Operations Manager for the Liberal Arts and College Preparatory Divisions on San Jac’s South Campus back in 2008. While in that role, she directly supported students, faculty and administrators in day-to day-operations, including schedule building, faculty hiring and payroll, and managing departmental budgets. Additionally, she spent time serving the College and its students as an adjunct faculty member. Michele transitioned to ITS as a Business Analyst in 2012 and has since supported various high profile projects, including custom solutions for Online Student Attendance Tracking and Faculty Credentialing for SACSCOC Accreditation, as well as implementation of the College’s Chatbot. Abstract - Download PresentationSan Jacinto College automated a completely manual process for entering high volumes of Dual Credit students onto exemptions and contracts in Banner each term. Automating allowed the College to standardize and streamline a very complex process, reduce processing time, improve the accuracy of data entered into Banner, and improve the experience for our students. Learning Objectives
Leveraging Automic/UC4 automation at San Jacinto CollegeMark Deaver - Business Analyst , San Jacinto College Mark Deaver is currently a Business Analyst II at San Jacinto College, supporting the Banner Finance, Accounts Receivable, Financial Aid and Student modules. Mark holds a Bachelor of Business Administration, with an emphasis in Computer Information Systems. In addition, Mark earned his MBA from Texas A&M Kingsville. Mark is a U.S. Army Veteran, proudly having served tours of duty. After his military service, Mark started his higher education career as an Applications Analyst in Financial Aid with Texas A&M University-Kingsville. While in that position, he supported a migration from their legacy SIS Plus system to Banner. He then transitioned to a position with Sungard Higher Ed as a Senior Systems Analyst, directly supporting Prairie View A&M University in their transition from their legacy system to Banner. While at Prairie View, he also used the Automic Applications Manager (then known as AppWorx) to automate over 80% of their Banner Financial Aid processes. Mark continues his efforts to support automation at San Jacinto College! Abstract - Download PresentationDemonstrate an overview of available abilities in Automic Application Manager. Provide an overview of some of the processes put into automation through Automic. Learning Objectives
Introduction to Ellucian Insights Reporting ToolSteve Hanner - Solutions Architect, Ellucian Over 35 years of Education IT experience including extensive experience in business analysis, account management, consulting and sales. A well-rounded background in all areas of information technologies, including software development, systems management, project management, ERP implementation, cloud transition and Business Intelligence. Abstract - Download PresentationThis session will discuss Ellucian Insights’ embedded reporting experience. In addition to providing access to the out-of-the-box content provided with Ellucian Insights, the embedded reporting tool allows report developers and consumers to easily create, share, and view insights all within the cohesive experience provided by the Ellucian Experience platform.
Birds of a Feather: Human ResourcesTina Rodriguez - Director, HSC Benefits and Records, Texas Tech University Health Sciences Center AbstractThe Birds of a Feather session is an informal session without a pre-planned agenda. Individuals will have the opportunity to discuss HR related topics with other attendees with similar interest. Birds of a Feather: Banner Security – FunctionalTaylor Stephenson - Associate Director, Enterprise Operations, Lamar University Taylor Stephenson is the Associate Director, Enterprise Operations at Lamar University. He has worked in a few different roles at the university, starting in the Registrar's Office before moving to IT and now works manages the Banner environment at the University. He has worked at Lamar University for 16 years, and currently serves as the TCC Leadership Council chair. AbstractThe Birds of a Feather (BOF) session is your opportunity to network with fellow track members on the issues that matter to you! Join this session to ask questions, discuss hot topics and share successes and failures with your peers. Be sure to bring your business cards! Birds of a Feather: Community College Round TableCyndi Klausmeyer - Reports Coordinator, Blinn College Lorena Rios - Director of Admissions and College Registrar, Laredo College Lorena has been working at Laredo College for 32 years. She started as a CIS Lab assistant in the CIS Department, and then moved to the IT Department where she worked for almost 10 years in the IT Operations field. Subsequently, Lorena was reassigned to the Enrollment Services Division in the Admissions and Registration Department, as the SIS Technology Specialist. Later, Lorena was promoted to Admissions Coordinator for a year, and then served as the Assistant Registrar until 2018. Thereafter, Lorena has been the Director of Admissions, College Registrar and Reporting Official. In 2007, she was part of the Banner Student implementation team, and was appointed as the Student Banner representative with the TCC, where she had served for over 15 years. Moreover, Lorena volunteers as facilitator for previous TCC Conferences. Lorena is an active member of TACRAO, in which she participated in annual meetings, has had the honor of serving as chair, member and facilitator for several committees, working along with friends and colleagues from all over Texas. Abstract - Download PresentationCommunity Colleges will participate in a round table discussion, and will share experiences, tips, best practices, and strategies using SSB9, CBM and NSLDS reports. This is the perfect session to bring your questions, concerns and comments. Learning ObjectivesDiscuss SSB9 implementation, updates with the CBM reports and NSLDS reports. Birds of a Feather: Accounts ReceivableArnetta Brown - Director of Student Business Services, Texas A&M University - Central Texas Arnetta Brown, Texas A&M University - Central Director of Student Business Services Coming from a background in the student loan industry, I've been in higher education for over 16 years. I've served in the Business Office/Student Accounts/BURSAR departments throughout my tenure. I partner with Enterprise Apps, external vendors and numerous departments, collaborating to streamline processes, implement automation and ensure system efficiencies. Debra Davis - Business Analyst III, Texas A&M University - Central Texas Debra J. Davis, Texas A&M University – Central Business Analyst III, Enterprise Applications (IT) Coming from a background in the student loan industry, Debra has been in Higher Education for 8 years. She serves as a technical liaison between functional department managers, the Enterprise Applications team and other University departments and works collaboratively with them for the development, implementation, maintenance and support of enterprise applications and related systems. She is currently the lead Business Analyst for Student Business Services. AbstractMeet with Accounts Receivable/Student Accounts/BURSAR for general discussions that impact operations in these areas. Learning Objectivespost COVID impacts, HEERF Funds, 1098Ts, Regulation F, automation in the A/R world, etc....and any other discussion topics Birds of a Feather: StudentNickolaus Cioci, Ed.D. - Assistant Registrar, Lamar University AbstractCome ask questions and share how you are using Banner - Student at your institution. Birds of a Feather: TechnicalMichael Coolbaugh - Software Applications Developer, Texas A&M University - Central Texas Michael has worked in the Higher Education industry for 20 years in various positions within the Admissions, Registrar, Financial Aid and Enterprise Applications offices with the past 9 years at Texas A&M University-Central Texas within the Enterprise Applications department. AbstractBOF – Technical will be an open forum among peers for resolutions/guidance on technical issues they may have encountered, implications on changes or just experience others have had on certain technical aspects. Learning ObjectivesTo gain insight on current issues, future changes, insight on projects and networking with peers in an open forum. Back to top
Ellucian Experience: Where Power Meets PersonalizationBrian Geraghty - Principal Solutions Consultant, Ellucian Brian Geraghty (garraty) has been with Ellucian since 2013 and has been in higher education technology for almost 20 years. From Running cables, troubleshooting backups, logging tickets to defining processes, strategizing SEO and feeding the beast that is a CRM solution, Brian currently represents Ellucian Experience as a Principal Solutions Consultant. When not in front of clients he enjoys traveling the world, cooking/smoking food and the company of his wife and daughter. AbstractJoin Ellucian product experts as they discuss Ellucian Experience, the personalized digital dashboard that organizes what your students, faculty, and staff need to know and accomplish daily. This session will give you the opportunity to ask questions personalized to your institution, converse with your peers, and learn more about the functionality around Ellucian Experience. Top 5 Trends Across Texas Higher Ed ITJohn D'Annunzio - Senior Vice President, Columbia Advisory Group John D’Annunzio brings over 20 years of technology experience and a broad background in all aspects of sales, business development, marketing, and operations. John has held leadership roles at Cyberbit, Samsung, Hewlett-Packard and AudioCodes where he has grown business from $0 up to $400M and managed teams of over 40 personnel in telecom/datacom, wireless, unified communications, cybersecurity, and services. John was instrumental in starting lines of business services at both AudioCodes and in the business unit he led at Samsung. A former United States Air Force flight commander, John led combat aircraft operations in Operations Just Cause, Desert Shield and Desert Storm before being tapped to transform student pilot programs by implementing the Air Force’s first computer-based training system for undergraduate pilot training. John currently lives with his family in the Dallas/Fort Worth area and holds a bachelor’s degree in Electrical Engineering from Northwestern University and an Executive MBA from the University of Texas at Dallas. Dwight Moore - Columbia Advisory Group Abstract - Download PresentationGetting Ready for Banner SaaSSteve Hanner - Solutions Architect, Ellucian Over 35 years of Education IT experience including extensive experience in business analysis, account management, consulting and sales. A well-rounded background in all areas of information technologies, including software development, systems management, project management, ERP implementation, cloud transition and Business Intelligence. Abstract - Download PresentationThis discussion will provide a high-level overview of the focus areas an institution should address when considering a move to a Software as a Service (SaaS) platform. Topics covered will include considerations such as campus change management, repurposing technical skill sets, and the process of reviewing, consolidating, and retiring customizations, reports, and integrations to name a few. Transforming the Digital ExperienceBayless Parsley - Account Executive, Pathify Bayless Parsley is a lifelong Texan, with deep roots in both Houston and Austin. After majoring in history at the University of Virginia, he spent three years working and traveling in the Balkans, East Africa and Latin America. While he wishes he could get paid for his true passions of coaching Little League, watching Seinfeld, listening to Astros radio broadcasts and following Phish, he settles for selling software to Texas higher-ed institutions instead. He is fully vaxxed and boosted, so feel free to shake hands in San Antonio. He also speaks Swahili in case you were wondering. AbstractAvoid exists at the center of the higher-ed digital ecosystem. Traditional systems fail to provide a centralized user experience hub unifying all of the things your users need — from before orientation to after graduation. The Pathify Engagement Hub will break down information silos and transform the student experience on both web and mobile. Tapping into the Power of Dynamics and Power PlatformGary Cirujales, Technical Specialist, Microsoft Craig Hogan, Business Applications Customer Success Manager, Microsoft Ambrosia Williams, Client Executive, Microsoft AbstractIncrease efficiency, collaboration, and student development through automation, with low code, no code technology. Learning ObjectivesLearn how to work together to meet challenges effectively with Microsoft Power Platform by analyzing data, building apps, automating processes, and creating virtual agents. Craig and Gary will take you through the art of the possible in leveraging your critical tasks more seamlessly and efficiently. You will then hear of one of the leading Universities in the State of Texas and how they have transformed using Microsoft solutions.
CampusLogic: A Student Financial Success PlatformPeter Deeley, Jr. - CampusLogic Peter M. Deeley Jr. joined Ellucian CampusLogic in January of 2022. He started his career at St. Mary’s University (San Antonio) in 1992. Since then he spent 15 years in education finance. Primarily with Sallie Mae. And then 12 years in Higher Education Technology, primarily with Blackboard/ Transact. His passions include his family, great food, and JiuJitsu. Paul Shafer - CampusLogic Abstract - Download PresentationIncrease enrollment and completion by removing the #1 barrier for students — financial frustration. A shift to Student Financial Success helps schools cut through complexity, unlock every dollar and chart personal paths for every student to the graduation stage. Helping Higher Ed Replace Liability With Reliability During High DemandJames Beal - Director of Technical Engagement Management, Queue-it James Beal is the Director of Technical Engagement (North America) at Queue-it, where he and his U.S. team pilot fair, secure virtual waiting room solutions that protect some of the world’s biggest and busiest websites. Abstract - Download PresentationWhen students apply for housing or enroll in courses, the surges in online traffic often overwhelm universities’ IT systems. Digital TransformationEmily Rudin - Chief Revenue Officer, Strata Information Group (SIG) Emily Rudin, Chief Revenue Officer has been with SIG for more than 15 years and is responsible for growth, innovation, delivery, and client success. Prior to joining SIG, Emily worked as the AVP of a nationwide firm providing leadership for managed services clients on the East Coast. Previously, she was the CIO for an international consulting firm. Emily lives in Southern Maine and enjoys cooking, traveling, and walks on the beach with her family and 85-pound poodle. AbstractLearn how SIG can help your institution utilize industry best-practices that identify automation and process improvement opportunities. These services will improve efficiency, customer satisfaction, and overall use of your Banner ERP. Efficiency and Adaptability - eForms and Automated WorkflowsChad Shrout - Account Executive, Softdocs Chad Shrout has spent the last 5 years at Softdocs working with institutions to fully realize the value of centralizing their content storage and workflow automation. Most recently during the pandemic, he helped Colleges and Universities navigate the ever-changing virtual environment with the use of electronic forms, e-signatures, and workflow. Chad has the knowledge and experience gained from spending the last 15 years in the Education Technology space. He has a bachelor’s degree in communications from the University of Missouri. Melissa Weathers - Senior Growth Marketing Manager, Softdocs Abstract - Download PresentationIt’s no longer about in-person vs remote classrooms, but what will most advance both the students’ success and your institution’s viability. To be successful, you must be able to quickly pivot to new types of students, opportunities and situations. You must apply tools and analytics that provide enrollment “stickiness”. What are key factors you should consider when selecting how your dollars are spent, especially when it comes to technology? Dynamic FinanceEric Murray - Advisory Senior Manager, Deloitte & Touche LLP Eric Murray is a Senior Manager with 13 years of serving public and private clients across a variety of industries, including Government. He specializes in helping clients re-engineer, improve, and digitize their governance, risk management, business processes, and internal controls as a part of finance transformation, operations/business optimizations, system implementations, and digital transformations. Eric assists in leading the firms cross-functional CFO Services capabilities in the State, Local, and Higher Education industries. AbstractAn uncertain future combined with ever-shifting markets demands, and the need for organizational agility are creating an imperative for Dynamic Finance. How to Optimize your Spend with Ellucian & Emburse Chrome RiverRobin Hanselman, CPA - Vice President Vertical Markets, Emburse, Chrome River Robin Hanselman currently serves the Vice President of Higher Education and Vertical Markets Sales at Emburse Chrome River. In her role she works with clients to understand their unique needs and solve their challenges inherent in the expense management and accounts payable processes of their organizations. Robin is a CPA and holds a BS in Accounting from Miami University as well as a Master of Science in Finance from the University of Denver. She has spent the last 20 + years in finance and operations technology and has a passion for technological tools that allow us to take our professional roles to the next the level. Prior to that, Robin served in Finance and Operations roles such as Controller, Financial Business Consultant and Project Manager for organizations ranging from start-ups to global manufacturing and services companies. She has led with a strong focus on best practices and practical processes throughout her career. AbstractYou will learn what Spend Optimization means and how it can benefit your institution. Not only will you leave understanding the different stages of Spend Optimizaiton, you will understand where your institution sits in that journey. The presentation will provide concrete examples of how you can get to a more optimized state in the four key areas of: Travel, Expense, Accounts Payable (Vendor Invoices), and Payments. Finally, you will be provided with examples of reporting that will help put your institution on a course of continuous improvement in, not only end user satisfaction, but also savings and hard dollar cash back. Back to top |