NWEUG 2016 Conference Sessions

Transcription

1 NWEUG 2016 Conference Sessions Alumni Relations & Fundraising Alumni Relations & Fundraising Roundtable (B/C) Join your fellow alumni relations and fundraising professionals for a networking session to share best practices, policies, tools of choice, and the success and challenges in meeting the alumni relations and fundraising needs specific to your institution. Ellucian s Next Generations Advancement Solution (B/C) Sumi Yourtee, Ellucian Ellucian CRM Advancement is the next step in advancement solutions. As part of the Ellucian CRM suite of products, this solution provides visibility into the full lifecycle of your constituents. With powerful analytics and robust workflow capabilities, Ellucian Advancement CRM is a fullfeatured advancement solution that can help you engage more deeply with your alumni and donors. Join this session to learn more about this modern and innovative advancement solution, how it integrates with other Ellucian products, and the latest in migration solutions and tools we re developing. Visualizing Giving Data with Tableau (B/C) Mark Ellis, Whitworth University Giving visualizations using Tableau will be presented and discussed. It would be great to have other Institutional Advancement Offices discuss what they use for data visualizations. I will briefly go into getting the data into Tableau, but that is not the focus of the talk so the presentation is database and ERP agnostic.

2 Analytics & Reporting Analytics & Reporting Roundtable (B/C) Join your fellow data professionals for a networking session to share reporting practices, tools of choice, and the successes and challenges in meeting the information and analytical needs of your institution. CROA Basics - A Colleague End User Perspective (C) Vern Johnson, Linfield College Learn what CROA is and how to build a basic CROA report with step-by-step instructions. We\'ll walk end users through the basics of report writing so they learn some of the quick search techniques that help lessen the frustrations of this powerful reporting tool. We\'ll show you how to create variables, merge universes, format reports, export reports, set reports to run weekly on a schedule, sending them directly to a BI Inbox. Excel Dashboards from Recruiter (B/C) Ryan Garcia, Pacific University Recruiter has become essential in our recruitment of students, but much more can be gained from the program once data is exported to Excel. We will demonstrate what excel is capable of reporting with simple and advance dashboards. We will also show how Excel can ease inneroffice reporting. Higher Ed Data Visualization Using Tableau (B/C) Ken Brown, Whitworth University Explore data analysis and visualization examples and applications in direct support of Admissions, Institutional Advancement, Retention and Business Office and Departmental budgeting and budget analysis. Will highlight the effective use of Tableau to aid daily departmental operations as well as in support of Strategic Planning, Institutional Research and Institutional Effectiveness. Taking Financial Reporting to the next level with F9+ (C) Jill Pimlot, OA Solutions A demonstration of the Excel based F9 product in the Colleague environment. Setup, functionality and frequently used reporting options will be shown. F9 is a complimentary tool to enable efficient and accurate financial analysis along side regular finance processes and procedures. Using Informer for Colleague Reporting (C) Kathy Tymoczko, Lewis & Clark College Overview of Informer functionality with time for questions and discussion.

3 Business & Finance Business & Finance Roundtable (B/C) Pull up a chair and join fellow business and finance users in this roundtable session to go over current issues, share your experiences and best practices. A variety of topics will be covered and discussed. It s also a wonderful opportunity to re-establish old connections and make new ones.

4 Enrollment Management & Student Success Cancelling a Section and Keeping Everyone in the Loop (C) Jill Pimlot, OA Solutions How to automate communication to students and faculty when a section is cancelled in Colleague. Improve your communication, improve efficiency and reduce errors. Ellucian CRM Pilot (B/C) Sumi Yourtee, Ellucian Ellucian CRM Pilot is a student engagement solution to improve student success. It allows institutions to identify students at risk and ensure those students are matched with appropriate intervention. Ellucian Recruit (B/C) Sumi Yourtee, Ellucian Students have more options than ever for higher education. You need to reach them first and build personalized relationships to ensure success. Watch this free webinar to learn how you can focus your resources to find, engage, and enroll more best-fit students with Ellucian Recruit. Recruit streamlines and automates recruitment so it s easier for your institution to improve your strategic efforts, personalize each student s journey, and control costs. Ellucian Recruit helps you find, engage, and enroll more of the right students for your institution. Enrollment Management & Student Success Roundtable (B/C) Join your fellow enrollment services professionals for networking and discussions of best practices in areas such as Admissions, Registrar s, Degree Audit, Degree Works, Recruiting, Advising, and others. Getting Students Across the Stage: Creating a Streamlined Graduation Process (C) Stephanie Wood, OA Solutions A demonstration of the delivered Colleague graduation process using the three available application methods, Self-Serve, Web Advisor, and Manual Entry (Single entry and Batch entry).

5 Grow Your Continuing Education and Workforce Development Programs with Ellucian Elevate (C) Suzanne McCool, Ellucian Join us to learn about Ellucian Elevate, a SaaS solution designed specifically for continuing education and workforce development program administrators. Elevate gives you the power to manage, report, and market your programs, your way; ultimately improving student satisfaction and driving increased enrollment. Remote Session. Instant Enrollment: 24/7 Registration (C) Stephanie Wood, OA Solutions An overview of the delivered Instant Enrollment product in Colleague. How does Instant Enrollment work? How do you set it up? What can it do for your School and how can it help you manage your enrollment and promote accessible registration? Learn More about Banner Student Self-Service Applications (B) Kristy Elliott, Ellucian You want to deliver superior experiences for your faculty and professors so they can focus on teaching. It s easy with new features in Banner by Ellucian. We ve expanded our capabilities to simplify daily processes so you can offer your students the support they need to succeed. During this session, you will learn how the new apps in Banner Student: Advising Student Profile, Attendance Tracking, Grade Entry, and the Electronic Grade Book reduce the time your faculty spends on administrative tasks, so they have more time to do what they do best. Raising Student Response Rates with Online Course Evaluations Using WebAdvisor (C) Jill Pimlot, OA Solutions This presentation will share the synthesized solution that Emily Carr University of Art and Design and OA Solutions developed to address the challenge of completion rates for online course evaluation in order to elicit greater participation among students and yield higher response rates while providing a unified, seamless user experience.

6 Financial Aid Automating Financial Aid Disbursement Questions and Importing Students Lists into PopSels (B) Shannon Flynn & Greg Purviance, Eastern Washington University Eastern Washington University has implemented labor saving tools to both help students selfserve and allow automation of manual processes. We will demonstrate how we automated the disbursement authorization process using the Web Question functionality and a custom Banner job. Also we will show how we use a custom job to allow staff to import a txt file with a list of student ID s and import that directly as a population selection. Financial Aid Roundtable (B/C) Please join other financial aid professionals to network, discuss current topics and get tips from your peers.

7 General Interest Beyond Imaging: Redefining the Paperless University (B/C) Tom O Rourke, Softdocs Did you know that each year enough paper is thrown away to make a 12 wall from New York to California? While schools have taken a step towards improved document management strategies, many administrative and student facing processes remain paper intensive. From content management, to process automation and e-forms, learn how the Etrieve platform from Softdocs is helping institutions redefine what it truly means to be paperless throughout student services, HR, finance, and beyond. Campus Scheduling Roundtable (B/C) Join your fellow schedulers for a networking session to share best practices, policies, tools of choice (EMS, 25Live, Outlook, etc.) the success and challenges in meeting the integration and scheduling (academic and campus) needs specific to your SIS and institution. Colleague Lingo - What's That Word? (C) Kathy Tymoczko, Lewis & Clark College Eliminate confusion, learn common terms, processing shortcuts, navigation. Communications Management Basics (C) Tammy Robertson, North Idaho College Communications Management is a powerful tool for managing and processing official college communications. However, it can also be overwhelming and daunting when getting started. This session will cover just the basics of Communications Management including document creation, batch processing, and when to use the Express Correspondence Processing Form (PCEX). Excel: Tips & Tricks (B/C) Peter Morgan, Pacific University We will move quickly through a wide range of (very) short topics that seem to always cause us all grief. Everyone is sure to have at least one \"Ah Ha!\" moment. Also known as \"50 topics in 50 minutes\" (more or less). Send me your ideas: peter.morgan@pacificu.edu. Get to Know XE for Banner Communication Management (B) Kristy Elliott, Ellucian Check out this exciting new baseline application which delivers communication management capabilities across Banner. This new application supports the creation, publication, and tracking of s, letters, short message service (SMS), and targeted announcements for any person or organization with a PIDM record.

8 HTML Tips & Tricks (C) Tammy Robertson, North Idaho College & Mark Kremkow, Clackamas Community College Friday, July 31, :50 a.m., Meyer Health and Sciences (MHS) Room #102 North Idaho College and Clackamas Community College use HTML and Communications Management almost exclusively for official college communications. Come join this session for some tips and tricks for sending professional and branded HTML s and share some of yours too! Taking Your Campus Payments Mobile (B/C) Pamela Wilkes, CASHNet The session will walk you through the experiences Gonzaga University and the University of the Pacific had with deploying, securing and marketing the new Higher One Payments app for ipad as the go-to solution for mobile retail transactions. Join Pamela Wilkes, Sales Support Director at Higher One as she shares details and results of their deployments.

9 Human Resources Ellucian Talent Management (B/C) Stuart Wasilowski, Cornerstone The Ellucian Talent Management Suite, powered by Cornerstone, provides institutions with the tools necessary to attract and retain the very best talent. This session will explore and frame the discussion for talent management solutions within your organization. Learn more about talent management in higher education and this \'best in class\' solution. Get to Know Colleague HR (C) Suzanne McCool, Ellucian Join us for a high level overview of recent developments in Colleague HR. We ll cover Time Entry and Leave Request Self-Service, Banking Information Self-Service, User Profile Self-Service and Regulatory (including the Affordable Care Act). Remote Session. HR Roundtable (B/C) Join HR professionals to discuss current HR issues and best practices, and get some insights to deal with day-to-day challenges.

10 Information Technology Data Warehousing Techniques (B/C) Kathy Bronson & Trevyn Bowden, Clackamas Community College We are in the process of creating a data warehouse using star schemas. This would be an opportunity to discuss what other school might be doing and what techniques and tools are available for a more robust reporting warehouse. Ellucian Identity Service (B/C) Connie Minnick, Ellucian During this session, we will introduce the strategy behind the development of Ellucian Identity Service and will cover where and when this service is the right fit for your institution. Attendees will learn how this service can reduce complexity and total cost of ownership of identity management across all Ellucian products, as well as how it may be used to provide single-sign on (SSO) and federated identity. We will review additional support for SAML 2.0 and federated identity. ETHOS Application - Roundtable (B/C) Harvey Prudhomme, Willamette University Discuss capabilities, plans, and opportunities for cooperation in implementing and utilizing the Ellucian ETHOS application. Information Technology Roundtable (B/C) Join your fellow IT professionals for a networking session to share ideas, best practices, problems, and the successes and challenges in meeting the technology needs of your institution.

11 Strategy & Planning Learn More about Ellucian XE and the Transformation of Banner (B) Kristy Elliott, Ellucian The Ellucian XE strategy drives how we design, develop, and deliver applications. Join us to learn how the Ellucian XE strategy can help you quickly evolve the solutions you rely on and improve the experiences of all those you serve. Discover all the new Banner applications available and how your institution can adopt them today. Planning for Banner XE (B) Kim Channpraseut, Idaho State University Join us for a round table session to discuss how institutions are planning for the migration to Banner XE. Strategy & Planning Roundtable (B/C) Join your fellow strategy and planning professionals for a networking session to share best practices, policies, tools of choice, and the success and challenges in meeting the alumni relations and fundraising needs specific to your institution. Preliminary Conference Schedule subject to change.