ProgramContents

About MABUG …………………………………...………………….…... 1

Acknowledgements ……………………………...……………….……. 2

Gree ngs ………………………………………………………….…………. 3

Par cipa ng Ins tu ons……………………………...…...……….. 7

Code Camp……………………………………………..……….............. 10

Program at a Glance……………………………….………..………...…11

Conference Highlight ……………………………...……..……….…...12

Concurrent Sessions ……..…..………………...……..………..……..21

Sponsor Recogni on …………………………….……….…………..…45

Exhibitors Directory ……………………………………..……………….47

Complementary Wi-Fi Available

Network Name: MABUG Password: MABUG

Page

T he Mid-Atlan c Banner Users Group (MABUG) is an associa on of Colleges and Universi es in Delaware, Maryland, the District of Columbia, Virginia, North Carolina, South Carolina, New Jersey, Tennessee, and West Virginia.

Virginia State University is so excited to announce our MABUG 2014 Con-ference "Banner on the James", which will take place September 28-30, 2014 at the Doubletree by Hilton Hotel Richmond - Midlothian.

As always, the MABUG 2014 Conference is a me to bring Higher Educa on Ins tu ons together to discuss the latest Ellucian products, pla orms, vari-ous tools, and offerings, all of which come together to create new ideas and support teaching, learning, and business opera ons. At this year’s event, we will create engagement opportuni es for Colleges and Universi es across the Mid Atlan c User Group to advance sustainability solu ons on our campuses.

Plan to join VSU for three days of immersive presenta ons and informa ve sessions delivered by top technology leaders and vendor partners. Be among the first to see what’s next from Ellucian. We’ll look forward to see-ing you at MABUG 2014!

About Mid-Atlan c Banner User Group

“MABUG”

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Acknowledgements

We would like to acknowledge and thank the following individuals for their par cipa on in the MABUG 2014 Conference “Banner on the James”. These individuals have provid-

ed invaluable guidance and support throughout the development of this Conference. We sincerely appreciate their me and exper se.

MABUG 2014 Thanks all Volunteers!

Financial Management Alfred Washington,

Virginia State University

Advancement & Alumni Relations Jane Cariker,

Mary Washington University

Payroll/Financial Aid Raymon Bessix, Virginia State University

Reporting Analytics Angie Dewberry, Davidson College

Ellucian Tabitha Rhodes, Virginia State University

Admissions/Registration Irene Logan,

Virginia State University

Technical I Scott Hayes,

College of William & Mary

Technical II Stephanie Hayes,

Virginia State University

Leadership & Management Theresa Anderson,

Virginia State University

Conference Planning Committees

Shermayne Webster, Conference Chair Stephanie Hayes, Conference Co-Chair

Bianca Horner, Conference Coordinator Theresa Anderson, Track Chair

Yourdonus James, Logistics Shahla Roayaei, Reporting

Shawna Brown, Graphic Design/Web Development

Code Camp

Lee Parker, University of Richmond Vaibhav Dani, Old Dominion University

Track Coordinators

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CodeCamp

10:00 AM Demo se ng up Git Repository on Server

11:00 AM Hands on Installing Git so ware

12:00 PM Lunch

1:00 PM Demo of Groovy/Grails project via Projector – using a Git Repository

2:00 PM Crea ng your own Banner XE Self-Service applica on – Ellucian Presenta on

5:00 PM Wrap Up / Q&A

Agenda

Tech Folks! On Sunday September 28th from 10am to 5pm a end the MABUG GIT Code Camp at this year’s conference. At the Code Camp, we will work in small groups and have hands-on exercises and presenta ons related to GIT and Ellucian’s XE GIT repositories.

Version Control with Git: Powerful tools and techniques for collabora ve so ware development By: Jon Loeliger & Ma hew McCullough

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ProgramataGlance

8:00 AM—5:00 PM Registra on/Exhibitor Set up 10:00 AM —5:00 PM Code Camp 5:30 PM —7:30 PM Welcome Recep on

7:00 AM Registra on & Breakfast 8:00 AM Conference Kick-Off 8:30 AM Keynote Speaker—Dr. Randal Pinke , CEO, BCT Partners 9:00 AM Networking Break 9:30 AM Session 1 10:30 AM Networking Break 10:45 AM Session 2 11:45 AM Networking Break 12:00 PM Luncheon 1:15 PM Session 3 2:15 PM Networking Break 2:30 PM Session 4 3:30 PM Networking Break 4:00 PM Session 5 6:00 PM Taste of Virginia

8:00 AM Breakfast 9:00 AM Plenary Opening Session - Mary Morris, CEO Virginia 529 9:30 AM Networking Break 9:45 AM Session 6 10:45 AM Networking Break 11:00 AM Session 7 12:00 PM Luncheon: Birds of Feather MABUG Working Group 1:30 PM Networking Break 2:00 PM Conference Concludes

Sunday, September 28, 2014

Monday, September 29, 2014

Tuesday, September 30, 2014

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CONFERENCEGENERALSESSION

September 29, 2014, 8:00 a.m.

GREETINGS

Mrs. Yve e Robinson Virginia State University Alumni and Re red Faculty

ANNOUNCEMENTS

Ms. Stephanie Williams-Hayes, Deputy Chief Informa on Officer Technology Services

Virginia State University

INTRODUCTION OF SPEAKER Mr. Hubert D. Harris, Associate Vice President and

Chief Informa on Officer Technology Services

Virginia State University

KEYNOTE ADDRESS Dr. Randal D. Pinke

Founder, Chairman, and CEO, BCT Partners

ADJOURNMENT

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Dr. Randal D. Pinke Founder, Chairman and CEO, BCT Partners

Dr. Randal Pinke has established himself as an entrepreneur, speaker, author and scholar, and as a leading voice for his genera on in busi-ness and technology. He is the founder, chairman and CEO of, BCT Partners, a mul million-dollar management consul ng and infor-ma on technology solu ons firm headquartered in Newark, NJ.

Dr. Pinke has received numerous awards for business and technology excellence. He has been featured on na onally televised programs such as The Today Show, Live with Kelly and Michael, Nightline and CNN, and he has been recognized by USA TODAY newspaper as one of the top 20 scholars in the country.

Dr. Pinke is a highly sought-a er speaker for various corpora ons, colleges and universi es, government agencies and community organ-iza ons. He is the author of Campus CEO: The Student Entrepreneur’s Guide to Launching a Mul million-Dollar Business and No-Money Down CEO: How to Start Your Dream Business with Li le or No Cash.

Most notably, Dr. Pinke was the first and only African-American to receive the pres gious Rhodes Scholarship at Rutgers University. He was also the winner of NBC’s hit reality television show, The Appren-

ce, with Donald Trump.

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ConferenceOpeningSessionPLENARYOPENINGSESSION

September 30, 2014, 9:00 a.m.

GREETINGS Mr. Hubert D. Harris, Associate Vice President and

Chief Informa on Officer Technology Services

Virginia State University

INTRODUCTION OF SPEAKER Mrs. Theresa Anderson, Director of Project Management

Technology Services Virginia State University

KEYNOTE ADDRESS Mrs. Mary G. Morris

Chief Execu ve Officer, Virginia 529

ADJOURNMENT

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Mary G. Morris CEO, Virginia529

Mary G. Morris is the Chief Execu ve Officer of Virginia529 College Savings Plan, a role she has held since October 2007. She directs and manages the opera ons, resources, and investments of Virginia529, the largest 529 plan in the country, and is involved in state and federal legisla ve and governance issues rela ng to the 529 industry. Mary came to Virginia529 from the na onal law firm of Kaplan Fox & Kilsheimer LLP. As a tax, securi es and bond expert, Mary was brought to the firm’s Ins tu onal Investor Client Services Group for her exten-sive knowledge of public financing issues and public service experi-ence to expand the law firm’s prac ce to state and local pension funds and other ins tu onal investors. Her prior work focused on cor-porate governance ini a ves and standards. Mary is ac ve in both na onal 529 organiza ons, serving as Chairman of the Board of the College Savings Founda on and as Treasurer of the College Savings Plans Network and a member of its Execu ve Board. She also is a member of the Ins tu on of Limited Partners Associa on (ILPA), the Na onal Associa on of State Treasurers Legisla ve Com-mi ee, and the Virginia State Bar.

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CPECredits

Con nuing Professional Educa on (CPE) Credit

The MABUG 2014 Conference is excited to announce our CPE Offering! Conference par cipants can earn up to 14 CPE credits in Behavioral Ethics, Communica ons, Computer Science (Code Camp), and Specialized Knowledge and Applica ons.

A endees are eligible to earn CPE credit. More specifically, for each session you personally a end at the conference, 1.0 credit hour of con nuing educa on will be awarded. If you a end Code Camp, a total of 5.0 credit hours will be awarded. How do I receive CPE Credit? CPE Credit is con ngent upon the acknowledgement of the conference session a endance. If you are interested in receiving CPE credit, please make sure your Name Badge is scanned prior to entry into each Session. At the conclusion of the Conference, please request your MABUG CPE Cer ficate via the Online MABUG CPE A endance Form. This form can be accessed by visi ng www.MABUG.org/CPE Offering Acceptance Form.

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www.AdirondackSolu ons.com

Special thanks to Adirondack Solu ons for

two complimentary High Defini on Kindle Fires.

ConcurrentSessions

Session 1 9:30 AM—10:30 AM

Track: Financial Management /Student AR Presenter: Gary Ometer, Virginia College Saving Plan

This presenta on will focus on leadership in a financial organiza on with a fo-cus or concentra on on ethics. This will also touch on establishing internal con-trols related to leadership in a financial organiza on.

Track: Advancement / Alumni Rela ons Presenter: Grover Richardson, Faye eville State University

This presenta on will focus on the prospect management side of Banner Ad-vancement and how it relates to the fundraisers. The focus will be on the im-portance of the rela onship between the Vice Chancellor of Advancement, Fundraiser, IT department, and the Prospect Researcher.

Track: Payroll / HR & Financial Aid Presenter: Gary Kendall, Virginia Tech

Join us for a look at our implementa on of Time Clock Plus at Virginia Tech in-cluding CAS authen ca on, a custom front-end user menu, and real- me per-formance monitoring. Learn about our discoveries to improve system perfor-mance in both the IIS web server and SQL Server database server environments including some recent pre and post adjustment performance metrics.

Session ID: 4101 Leadership Within a Financial Organiza on - Ethics and Beyond

Session ID: 3208 Advancement Research Strategies

Session ID: 7315 Improving the Performance of Time Clock Plus

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Session ID: 1422 Student Schedule Planning Plays Important Role in Gradua on Ini a ves & Student Success

Track: Admissions & Registra on Presenter: Bre Conner, College Schedule

More and more ins tu ons are striving to raise gradua on rates and increase ser-vice to their students. With the common goal of helping students complete the college educa ons that prepare them for the real world, this session will discuss the programs in place to support students achieving this goal. Looking at reports of the student planning process will offer effec ve steps and strategies to improve your current enrollment management and registra on prac ces. Assuring your students have an efficient registra on process to maximize the poten al of each semester, this can directly a ribute to increasing on- me gradua on at your ins -tu on.

Track: Ellucian Presenter: Sarah Farmer, Ellucian

Join us to learn how Ellucian Con nuing Educa on and Workforce Development will help to streamline business processes, increases learner engagement and facil-itates growth for con nuing educa on and workforce development offerings.

Track: Repor ng & Analy cs Presenter: Alice Levy, Evisions

Argos, the Enterprise Repor ng Solu on from Evisions, has helped hundreds of Higher Educa on sites solve repor ng and informa on access challenges. This ses-sion will go through examples from le er genera on and basic repor ng to data cubes and dashboards. Using client examples you will see how Argos goes beyond basic repor ng and gets access to the informa on you need quickly and easily.

Session ID: 9529 Introducing Ellucian Elevate

Session ID: 2636 EvisionsArgos Enterprise Repor ng Solu on with Case Studies and Examples (includes Degree Works)

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ConcurrentSessions

Session ID: 8743 Automated Build and Deployment of Tomcat Apps

Track: Technical Presenter: Chris Peck, College of William & Mary

Last Fall, the IT Unix "Ops" team at William and Mary implemented a new tool named “Jenkins” for managing so ware projects. . I’ll briefly discuss what Jenkins is and how to get it, as well as what the IT Unix Team uses it for, then I’ll take a deep-dive into using it for developing and deploying Grails Apps to Tomcat Servers.

Track: Technical II Presenter: Jim Rawlings, University of Mary Washington

Learn how to create an Oracle Wallet and use it for free to encrypt those passwords that may or may not be hidden so well in those Banner Job Submission server scripts. Leverage the wallet for encryp ng table spaces or the whole database, even RMAN backups and data pump dump files. Understand how to use a few odd Oracle in it parameters. See how UWM performs database audi ng with XML, and rou ne-ly parses, masks, and emails those records to the DBA team.

Session ID: 6850 Oracle Security On A Shoe String + New 12C Soles

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Session ID: 5957 Can You Hear Me Now: Delivering POWERFUL Presenta ons That Gets RESULTS Track: Leadership & Management Presenter: Gwen Williams Dandridge, Virginia State University

Presenta on and Public Speaking Skills are essen al in our everyday lives. De-veloping the confidence while learning techniques and development of an effec ve presenta on are core competencies for self-development, as well as, an essen al component of leadership. In this fun and interac ve session, you will learn quick, easy, and implementable ps to help you get past the fear, de-velop an effec ve presenta on, and discover the focus of your presenta on to achieve desired results.

Track: Financial Management & Student AR Presenter: Rose Most, Ellucian

Learn how to use TGRRCON (Accounts Receivable Reconcilia on Report) to recon-cile AR to Finance. This session will walk-through the TGRRCON report column by column so you will understand what you are working with during the reconcilia-

on process. The presenta on will then review the rela onship between TGRAGES and TGRRCON and the General Ledger and TGRRCON.

Track: Advancement / Alumni Rela ons Presenter: Bobb Raysor, Liberty University

We have numerous students who make study and service trips to various coun-tries each year. They have to raise support before they go. We will track their fund-raising progress with the Solicitor Organiza on/Solicitor func onality to de-termine who gets to travel. We will u lize reports created with Evisions’ Argos to allow the sending department to know the support status of the various student travelers.

Session ID: 4102 TGRRCON – Reconciling AR to Finance

Session ID: 3209 Tracking Travels Before They Begin with Banner’s GPS (Gauge of Provision Status)

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Session 2 10:45 AM—11:45 AM

ConcurrentSessions

Track: Admissions & Registra on Presenter: Luke Gental, Liberty University

Even though the tables in the Banner student module contain thousands of col-umns that can support millions of rows of informa on, it’s structure doesn't have to be overwhelming. This session will give a endees a star ng point, place where they can begin to understand how student informa on flows through the Banner Student module. Come learn how to be a func onal-technical user who can iden fy the cri cal forms and tables in Banner that support the student life-cycle and carry a student from applicant to alumni.

Track: Repor ng & Analy cs Presenter: Patricia Stugg, University of North Carolina Wilmington

UNCW developed an applica on that allows one to retrieve me sensi ve infor-ma on rela ng to the possible whereabouts of individuals within the University popula on, which include Students, Faculty and Staff. This applica on is called the Emergency Dashboard applica on because it is intended to be used for emergency situa ons for both University Police and Special Administra on to be able to quickly determine where someone was located, or to be able to deter-mine the poten al impact of an emergency crisis.

Track: Ellucian Presenter: Sarah Farmer, Ellucian

Join us to learn how Ellucian Recruiter helps improve the efficiency and effec ve-ness of the admissions office for be er enrollment management outcomes.

Session ID: 1423 Crea ve Solu ons in the Registrar's Office

Session ID: 9530 Ellucian Recruiter

Session ID: 2637 Where To Go To Retrieve System Informa on in an Emergency

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Track: Payroll / HR & Financial Aid Presenters: Mary Krallman & David Gilmore, Strata Informa on Group

Are you red of having to manually go into EDconnect to download your message classes and manually run your Banner processes? Do you u lize the UC4/Automa c Scheduler for some of your processes but are manually impor ng or expor ng your message classes through EDconnect? Why not automate this en-

re process! This session will show you how to streamline all of your processing by u lizing TDClient with the UC4/Automa c Scheduler and save yourself valua-ble me.

Track: Technical Presenter: Richard Quin n, Virginia Tech

This presenta on will give an overview of how Virginia Tech has used DevOps concepts to improve efficiency, transparency and control of our IT enterprise. We will discuss how Virginia Tech uses tools such as Git, Jenkins, Ansible and others to accomplish automated system provisioning and developer driven build, release and applica on management. Join us as we discuss how DevOps can sa sfy de-velopment, opera ons and even audit!

Track: Technical II Presenter: Douglas Broome, University of Richmond

Our ins tu on adopted the Groovy and Grails technologies in prepara on for de-ploying Banner XE. This presenta on outlines how we took advantage of the Groovy language to build a framework for enterprise applica on integra on. Groovy has several features that facilitate building a simple framework to accom-plish this communica on between systems. By using a technology, we have al-ready learned we take advantage of me and money already spent and reduce the complexity of our environment by not introducing any new technologies.

Session ID: 8744 DevOps in a Banner World

Session ID: 6851 Groovy As Middleware

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Session ID: 7316 Streamline your En re Financial Aid Processing Flow by u lizing TDClient with the UC4/Automa c Scheduler

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Track: Leadership & Management Presenter: Bill Edmunds, Gentleman's C Higher Ed Consul ng

Opera onal Excellence (OE) has the goal to allow ins tu ons to achieve finan-cial sustainability by developing a simple, cost-effec ve organiza onal struc-ture, procure quality goods and services at a lower cost, support the produc-

vity of staff through new tools and prac ces, and develop efficient policies and procedures. Efficient Administra ve prac ces and student-focused pro-cesses driven by data can set your college or university apart from your peers. Learn how to automate your ins tu on's people, processes and technology so as to minimize staff me in processing transac ons and free up staff to hold student hands and land helicopter parents.

Session ID: 5958 Opera onal Excellence: Improve Your Student & Administra ve Opera ons

ConcurrentSessions

Session ID: 4103 Developing Banner Processes to Support SPCC Automa on Track: Financial Management /Student AR Presenters: David Zoll and Kathryn Baldwin, College of William & Mary

During this session, we will review a case study of a successful Banner SPCC online reconcilia on implementa on, learn about the jobs used to implement online rec-oncilia on at William & Mary. As well as, discuss ways these processes can be ap-plied to or improved by other ins tu ons.

Track: Advancement / Alumni Rela ons Presenter: Phil Szenas, University of Mary Washington

This presenta on will describe the advantages of building an advancement-focused data mart to support a full range of opera onal, tac cal, and strategic decision-making.

Track: Payroll / HR & Financial Aid Presenter: Mary Krallman, Strata Informa on Group

Are you having issues with inaccurate budgets based on specific student eligibility criteria like enrollment? Algorithmic/period-based budge ng might be the answer! If you have not implemented this func onality, this step-by-step session will demonstrate the benefits and configura on op ons to consider.

Session ID: 3210 Building a Data Mart to Support Flexible, Consistent, and Fast(er) Advancement Reports

Session ID: 7317 Algorithmic Period-Based Budge ng for the Beginner

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Session 3 1:15 PM—2:15 PM

Session ID: 1424 Hobson's Implementa on - A Review of Lessons Learned

Track: Admissions & Registra on Presenter: April Peterson, University of Mary Washington

This session will review of the Hobson’s implementa on me line, Communica on Plans, and why they are important from the beginning. There will be a review of a ributes, filters, and how to set up and sync with Banner. A review of UMW’s suc-cessful email campaign using Hobson to survey incoming freshmen's.

Track: Ellucian Presenter: Sarah Farmer, Ellucian

Nothing is more core to your ins tu on's mission than ensuring each student's suc-cess and engagement with your ins tu on. Crea ng opportuni es for today’s di-verse students to succeed will require new ideas, new services, and new tools. El-lucian is expanding on the solu ons we offer to greatly increase your ability to tar-get and drive this success to its fullest poten al at your campus with a suite of CRM tools focused on the en re student life-cycle. Come and see a demonstra on of the latest offerings for Student Success.

Track: Repor ng & Analy cs

Presenter: Lee Parker, University of Richmond

This presenta on will walk through the logic used to es mate XE's total size from the best informa on available: Ellucian's XE sizing guide.

Track: Technical

Presenter: William Robbins, College of William & Mary

Come explore with us the various methods we have used to automa cally Provi-sioning and De-provisioning Student, Alum, Faculty, Staff/Employee, and even Affili-ate/Contractor accounts.

Session ID: 9531 Ellucian Student Success

Session ID: 2638 How Big is XE? Extrapola ng with Ellucian' s Sizing Guide

Session ID: 8745 Homegrown Account Provisioning / De-provisioning

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ConcurrentSessions

Session ID: 6852 Ellucian e-Transcripts 101

Track: Technical II Presenter: Ma hew S nson, Parchment

Learn how Morgan State and other MABUG members are leveraging the Parch-ment Exchange and the Banner APIs to enable the Sending and Receiving of tran-scripts electronically and reverse transfer.

Track: Leadership & Management Presenter: Linda Bell-Sinclair, Virginia Informa on Technology Agency (VITA)

Governance and oversight roles are o en viewed as the role of an auditors, howev-er, that is not exactly true. The mere men on of the name "Auditor" gives that sense of a checks and balance review to find fault. Governance and oversight is the art of communica ng a check and balance review that will ensure successful results when inves ng in new technology that will grow, transform, and run a business.

Track: Financial Management Presenter: Vickie Chapman, University of Mary Washington

This BOF session hopes to involve the group in best strategies in managing pur-chase orders, user training, journal entry adjustments, and dual system data needs.

Session ID: 5959 The Art of Communica on: Informa on Technology Governance and Oversight

Session ID: 4104 Purchase Order Management

Session 4 2:30 PM—3:30 PM

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Session ID: 7318 Chrome River EXPENSE: Expense Repor ng Configured from the University User Perspec ve

Session ID: 3211 Managing Annual Phonathons using SmartCall and Banner Advancement

Track: Advancement / Alumni Rela ons Presenter: Gretchen Armentrout, University of Mary Washington

This presenta on will outline how the University of Mary Washington Annual Giv-ing Department uses Smartcall and Banner data to create calling segments for alumni, parents, friends and major prospects. The presenta on will outline the processes to load data, will show how student callers are assigned calling lists, and will overview Smartcall sta s cal and pledge reports. The presenter will open the floor for general discussion regarding Phonathon programs and will discuss challenges in today's fund-raising environment.

Track: Payroll / HR & Financial Aid Presenter: Brian DeLeon, ChromeRiver

Learn how Virginia Universi es are controlling costs with automated, real- me policy compliance monitoring and approval rou ng. Meet your university's re-quirements by using a powerful compliance and rou ng engine, while providing faculty and staff a simple user-interface. See how the latest internet technologies, combined with financial systems experience, can deliver a service that offers un-precedented ease-of-use, tremendous configurability and powerful repor ng

Track: Admissions & Registra on Presenter: Vikkie Levine, Longwood University

We will discuss some key components Longwood set up during the Degree Works implementa on considering our future needs for analy cs regarding the course offering and courses that do not apply to program. The Longwood implementa-

on along with our partners, Strata Informa on Group (SIG), share strategies for our decision making, thought processes and the birth of our version of Degree Works.

Session ID: 1425 Degree Works Implementa on, A year in the making!

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Session ID: 9532 Processing 3rd Party Contracts in Baseline Banner

ConcurrentSessions

Track: Ellucian Presenter: Rose Most, Ellucian

This presenta on will cover crea ng the rules for a 3rd party contract, as well as the loading a list of students to a contract. The session will also reviewing the bill process for a contract and tracking payment from a 3rd Party vendor to specific student charges. If you want to know the difference between plain contracts and pre-authorized contracts , this session will cover that too.

Track: Repor ng & Analy cs Presenter: Adriene Doray-Franklin, Na onal Student Clearing House

This session will discuss the capabili es at your finger ps to search for students using the Na onal Student Clearinghouse’s Student Tracker service. You can look for students who applied or who were admi ed that did not a end to see where they are going. You can see if one of your applicants has previous college work, and you can search for students who leave your ins tu on to see if they con nued their educa on elsewhere.

Track: Technical Presenters: Vaibhav Dani , Old Dominion University Abhi Kamurthi, Old Dominion University

We will discuss about Oracle enterprise manager 12c Implementa on at ODU. We use Oracle 12c for monitoring, root cause analysis detec on, compliance, patch management and performing some day-to-day tasks. In presenta on, we will re-view the architecture; implementa on gotcha’s and share our experience during this setup.

Session ID: 2639 Is your Ins tu on on the Cu ng Edge for Delivering Touch Free Transcripts?

Session ID: 8746 Oracle Enterprise Manager 12c

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Session ID: 6853 Business Intelligence @ODU

Track: Technical II Presenter: Jimmy Patel, Old Dominion University

During this presenta on, ODU will outline some of our reports we have in Cognos using Ellucian ODS/EDW/RAP and how the campus is using the reports. Reports from various areas and func onality will be part of demo.

Track: Leadership & Management Presenter: Jan Bazow, Founder and Chief Execu ve Officer, For s Group LLC

Many leaders will experience team dysfunc on; even if one team member is not commi ed and accountable the whole team and the organiza on suffers. This presenta on will provide an overview of five important fundamentals of a healthy func oning team. You will gain insight to the signs and symptoms of dysfunc on and learn several approaches to overcoming specific dysfunc ons among a team.

Session ID: 5960 Five Dysfunc ons of a Team

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Session ID: 4105 Complete Term Withdrawal

Session 5 4:00 PM—5:00 PM

Track: Financial Management & Student AR Presenter: Kris Anderson, University North Carolina - Wilmington

Complete Term Withdrawal is a custom applica on using banner API's to allow students to withdraw from the University.

Track: Advancement / Alumni Rela ons Presenter: Jane Cariker, University of Mary Washington

Advancement professionals will have the opportunity to discuss and collaborate on best prac ces and challenges centering around University Advancement. This ses-sion will be a panel where a endees can pose ques ons, problems, and offer solu-

ons.

Track: Payroll / HR & Financial Aid Presenter: Theresa Royal Brown, Entrepreneurs and Professionals Network

Many professionals don't know what the word "networking" means and how it is so important in their personal and professional lives. Also, many don't understand the proper prac ce of networking and building rela onships. Because this word "networking" evokes so many emo ons, both posi ve and nega ve, I teach profes-sionals what the correct defini on of networking is, how to do it correctly, how it is important in their professional lives and how they can network their way into their next contract or job promo on. Networking, if done correctly is the key to success.

ConcurrentSessions

Session ID: 3212 Bird of Feather “BOF” Advancement

Session ID: 7319 Collabora ng and Building Rela onships Through Networking

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Session ID: 9533 Banner Human Resources and Finance: The Road to Ellucian XE

Session ID: 2640 Collabora on of Advance and Banner for Parent Data

Track: Admissions & Registra on Presenter: Brian Regan, Strata Informa on Group

This session will include sugges ons for how to achieve common parity amongst disparate programs, defining document types, and building a file review workflow to handle the many issues that can plague graduate admissions. This session will include strategies for how to handle condi onal and pro visional admits that are common at the graduate level and give examples that include Master of Arts, MBA and Nursing program requirements. A discussion of reports needed to support this process will also be included.

Track: Ellucian Presenter: Barbara Doane, Ellucian

In this session, we will provide an overview of the Ellucian XE strategy and how it applies to the Banner human capital management and Banner financial manage-ment solu on por olios.

Track: Repor ng / Analy cs Presenters: Jeff Chestney , College of William & Mary Candice VanBibber, College of William & Mary

This session will detail the steps that were taken, for William and Mary to synchro-nize their parent data exchange between Banner and Advancement.

ConcurrentSessions

Session ID: 1426 A Be er Ba le Plan: Paperless File Reading for Graduate Admissions

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Session ID: 8747 BOF session for Banner Security

Session ID: 6854 Enhance Financial & Enrollment Data Analysis with Informer

Track: Technical Presenter: Cheryl Dunn, University of Mary Washington

The University currently has a paper and very manual process for maintenance of Banner users security. A combina on of paper and an Excel matrix are maintained and used to compare to our Enterprise Applica ons Security on a semi-annual re-view.

Track: Technical II Presenter: Tad Buck, Entrinsik, Inc.

Colleges and Universi es handle incredible amounts of data on a daily basis. What’s needed are tools that provide quick and easy access to informa on for monitoring performance against targets, assessing student and educator perfor-mance and monitoring key metrics against goals. Entrinsik Informer repor ng and dashboard so ware is used by over 300 universi es and colleges. See how Inform-er helps organiza ons op mize decision-making by delivering ad-hoc repor ng, self-service data analysis, and interac ve dashboards all in one.

Track: Leadership & Management Presenters: Joyce A. Valent, Duquesne University Dr. Erroline Williams, Duquesne University

This interac ve discussion will offer highlights on the concepts of Return on Invest-ment (ROI), Return on Expecta ons (ROE), and Value of Intangibles (VOI) for train-ing. The conversa on begins around training value, measurement, and its im-portance to organiza onal development – NOT the mechanics of ROI, ROE, and VOI. What is the value? It depends on who is asking! So you need to iden fy who ARE the stakeholders. We will talk about the various ways to determine training’s value, including any challenges and successes you may have had in this area at your organiza on. Par cipants’ insights and thoughts on the topic will add to this lively discussion as well.

Session ID: 5961 Training ROI, ROE, and VOI: It Depends on Who’s Asking You

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ConcurrentSessions

Session ID: 4106 Cut your travel processing expenses up to 70 percent with Banner® Travel & Expense

Track: Financial Management & Student AR Presenter Barbara Doane, Ellucian

Travel expenses can consume up to 10% of an ins tu on’s opera ng budget, if us-ing manual, paper based processes. And it is very difficult to monitor and enforce fiscal policies with spreadsheets and email. Banner Travel & Expense Management is a web-based, self-service solu on that helps ins tu ons cut travel and expense pro-cessing costs almost 70 percent by automa ng key stages of expense repor ng. This expense management solu on integrates with other Banner® by Ellucian solu ons, enabling seamless flow between travel and expense requests, approvals, documen-ta on, payment, and pos ng.

Session 6 9:45 AM—10:45 PM

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Session ID: 3213 Ellucian’ s Next Genera on Advancement Solu on

Track: Advancement / Alumni Rela ons Presenter: Carla Norris, Ellucian

Join this session to hear updates on the latest details for the Banner Advancement roadmap as well as the latest informa on regarding Ellucian’s next genera on ad-vancement solu on coming in 2015. We will discuss this modern and innova ve advancement solu on and review the migra on solu ons and tools we’re develop-ing.

Track: Payroll / HR & Financial Aid Presenter: Doris Brown, Morgan State

This session will discuss how Morgan State is implemen ng a customiza on of the web me keeping interface/ mesheet in BANNER to provide a user friendly format to charge me hourly across mul ple projects/cost centers.

Track: Admissions & Registra on Presenter: Sco Mowery, Tracy Inc.

This session will cover some of the ho est topics that our current higher educa on customers are contending with. We will focus on the use of new technologies for mobile data collec on and me and a endance management and how this all es directly into your Banner system. We will be discussing challenges in tracking events with regular and volunteer employees and what you need to capture to as-sist in compliance with the Affordable Care Act. We will also cover Student Federal Work Study Award tracking.

Session ID: 7320 Morgan State's Time Entry Customiza on for Tracking Users with Mul ple Projects and Banner Upgrade for Effort

Session ID: 1427 Time and A endance, Event Tracking and Student Work Study Award

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ConcurrentSessions

Session ID: 9534 Cloud Strategy: Determining the Value of the Cloud and Hos ng Services

Session ID: 2641 Implemen ng Business Intelligence Using a Data Warehouse with Dashboard Analy cs

Session ID: 8748 Breaking the Ice with OEM 11G

Track: Ellucian Presenter: Joe Street, Ellucian

During this session we will review and discuss the areas we recommend considering when determining the value. This session will also explore how applica on hos ng can provide an immediate solu on for ins tu ons seeking a more streamlined ap-proach to securing a high-performing, and reliable environment for their enterprise applica ons. In this session, you can find out more about how this turnkey solu on provides one-stop access to a high quality data center, high performance internet connec vity, hardware and opera ng system support, security administra on, and opera onal monitoring.

Track: Repor ng & Analy cs Presenter: Kevin Drury, Velaris So ware

In this presenta on, Velaris will break down the components of different Repor ng and Analy cs alterna ves for those who desire to derive an informed path to deliv-er Higher Ed Dashboards and Analy cs. The presenta on will review common prob-lems and iden fy pi alls with building a Business Intelligence solu on and how to avoid them.

Track: Technical Presenter: William Robbins, College of William & Mary

Inspired by IOUG member, David Start's presenta ons on "Monitoring Environ-ments with Enterprise Manager 11g," a lowly Database Analyst for a High Ranking Higher Educa on Ins tu on inves gates what it takes to break into the world of Oracle Enterprise Manager. We'll look at the differences between a private sector corporate environment and a public sector higher educa on environment.

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Session ID: 6855 Leveraging your ability to track students using the Na onal Student Clearing House’s Student Tracker Op on

Track: Technical II Presenter: Paul Taylor, Na onal Student Clearing House

This session will discuss the capabili es at your finger ps to search for students us-ing the Na onal Student Clearinghouse’s Student Tracker service. You can look for students who applied or who were admi ed that did not a end to see where they are going. You can see if one of your applicants has previous college work and you can search for students who leave your ins tu on to see if they con nued their educa on elsewhere. This can include transfer students or students who graduate.

Track: Leadership & Management Presenter: Van Flowers, NetApp

We’ll look at the cri cal nature of Banner and how to implement it in a storage de-livery environment that will give you 24/7 up mes, and allow for on the fly growth and expansion for the system, as need, at any me during the day or night.

Session ID: 5962 Clustered Data OnTap and 24/7 365 Banner

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Session 7 11:00 AM—12:00 PM

Session ID: 4107 Birds of Feather Finance

Session ID: 3214 Manage Prospect Pipeline with Banner Advancement Self-Service Func onality

ConcurrentSessions

Session ID: 7321 Building Interac ve Dashboards with IBM Cognos Ac ve Reports

Track: Financial Management / Student AR

Presenter: Vickie Chapman, University of Mary Washington

The University of Mary Washington runs an interface from eVA to Banner twice dai-ly. This process imports orders and changes, but we find ourselves manipula ng Banner for a variety of reasons. This BOF session hopes to involve the group in best strategies in managing purchase orders, user training, journal entry adjustments, and dual system data needs.

Track: Advancement / Alumni Rela ons

Presenter: Carla Norris, Ellucian

This session will detail the new Self-Service Manage My Prospects Landing Page, as well as, the new proposal features in Self-Service Banner.

Track: Payroll / HR & Financial Aid Presenter: Greg McGinn, Technology Dynamics

This session will demonstrate how Business Analy cs can be extended to a broad audience of consumers so they can use interac ve reports to uncover new insights and opportuni es. The latest features and capabili es in the release Cognos 10.2.1 FP3 will be demonstrated in the building of a sample Ac ve Report. Sample Higher Educa on Ac ve reports will also be reviewed.

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Track: Admission / Registra on Presenter: Gina Monaghan, Digarc

There’s a reason why schools encounter difficulty using page-based Web Content Management Systems to present their online catalogs. Learn how a data driven, re-la onal system provides greater ease of use, eliminates errors, delivers shorter im-plementa ons, enables faster catalog produc on cycles, and more easily moves da-ta between systems.

Track: Ellucian Presenter: Rose Most, Ellucian

This presenta on will walk the end-user through the differences in general terms between Term-Based Detail Codes, Aid Year-Based Detail Codes, and detail codes with no designators. The session will also look at the differences and similari es in the Banner configura on. Real life scenarios will be used to describe the differ-ences. Actual configura on of Term-Based and Aid Year-Based codes will be pre-sented. Best prac ce will be discussed in regards to when to use Term-Based ac-coun ng, when to use Aid Year-Based accoun ng, or when not to use either.

Session ID: 1428 E-Catalog: Think Data, Not Pages

Session ID: 9535 Detail Codes – Plain or with Designators

Session ID: 5963 JLARC Review of Higher Educa on

Track: Leadership & Management Presenters: Jus n Brown and David Reynolds, JLARC

Learn about the Joint Legisla ve Audit and Review Commission's series of reports on Higher Educa on in Virginia.

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Session ID: 2642 Powering Advising for Student Success Track: Repor ng & Analy cs Presenter: Richard John, Virginia Commonwealth University

VCU partnered with the Educa on Advisory Board in July 2013 to implement their hosted Student Success Collabora ve pla orm, to use our student data and histori-cal trends to provide our advisors with the informa on they need to be effec ve, and guide our students to gradua on. A er a year of system development and beta groups, we're ready for a full roll-out in Fall 2014. This session will review the data being consumed, the analy cs presented to advisors, the connec on to Banner and Degree Works, and how we have fine-tuned our students into dis nc ve groups to predict their success.

Track: Technical Presenter: John Symonds , University of Mary Washington

In this presenta on, we will provide a view into the way UMW handles Banner Secu-rity from incep on to termina on with repor ng in the middle using SharePoint Re-por ng Services and audi ng.

Track: Technical II

Presenter: Barry Lanneau, Jr, Virginia Commonwealth University Rochelle "Shelley" Jordan, Virginia Commonwealth University

During this presenta on, we will discuss the challenges that lead VCU's acquisi on of an ECM, procurement process implementa on schedule (specific to Admissions pro-jects); the efficiencies and benefits gained (including Banner integra on) as well as, lessons learned.

Session ID: 8749 Banner Security Life Cycle

Session ID: 6856 VCU Success Using Percep ve So ware Process and Content Management

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44

Special Thanks to all 2014 MABUG Presenters!

Thank you for inves ng your me and exper se by being a presenter at the MABUG 2014 “Banner on the James” Conference.

Your contribu on has made a posi ve impact and has met the interest lev-el of our Conference audience by crea ng interac ve and engaging oppor-

tuni es.

Job well done!

SponsorRecognition

45

SponsorRecognition

46

ExhibitorDirectory

Aegis Iden ty So ware, Inc.

Designed specifically for the P-20 Educa on Marketplace, Aegis Iden ty So -ware's flagship product, Trident, provides an Iden ty Management pla orm to automate provisioning/de-provisioning, iden ty synchroniza on, password management and user self service. Trident is an IdM So ware Solu on designed with contemporary technology based on open standards resul ng in a solu on with a focus on cost savings, compliance and op mal risk management. Contact Email Phone Number Ken Bero ken.bero@aegisiden ty.com 978.996.8337

Atomic Learning

Atomic Learning is dedicated to providing educa onal resources that allow in-structors, staff, students, and learners of all ages to embrace technology. An in-tegral part of your faculty development program, a valuable help desk resource and a vital tool for course technology integra on, Atomic Learning’s online train-ing resources assures you can keep individuals both on and off campus up-to-date on current technology. Atomic Learning provides over 16 million individuals in more than 45 countries worldwide with just-in- me technology training tools and resources for effec ve technology integra on. Contact Email Phone Number Betsy Dahlgren-Hoff bdahlgrenhoff@atomiclearning.com 866.259.6890 x160

BranCore Technologies

BranCore Technologies is a full service IT provider of highly qualified profession-als for Consul ng, Direct-Hire and Project Solu ons Services. BranCore has ex-tensive experience with staffing and contrac ng in the Higher Educa on area as well as with the Local, State and Federal Government areas. Consul ng Services include: IT Staff Augmenta on, Banner Support, Web/Internet Development, Project Management, Consumer-Direct Services and Networking/Helpdesk Sup-port.

Contact Email Phone Number Glenn Davis gdavis@brancore.com 804.521.4041

47

CDW

CDW is a leading provider of integrated informa on technology solu ons in the U.S. and Canada. We help our 250,000 small, medium and large business, govern-ment, educa on and healthcare customers by delivering cri cal solu ons to their increasingly complex IT needs. A Fortune 500 company, CDW was founded in 1984 and employs more than 7,100 coworkers.

Contact Email Phone Number

Joe Hampton joeham@cdw.com

Chrome River Technologies

Chrome River provides expense repor ng and supplier invoice automa on via an online service that increases opera onal efficiency and drives down costs by com-bining the latest internet technologies with a team of industry-leading implementa-

on and support experts. Immediate payback is realized with no hardware, so -ware, or long-term commitment. visit www.chromeriver.com. Contact Email Phone Number Brian De Leon brian.deleon@chromeriver.com 407.722.1113

College Scheduler LLC

College Scheduler provides a web-based schedule planner for use by students & advisors to create schedules each semester. Students are able to search for all their classes, enter breaks they'd like to schedule around and are presented with pre-made schedules that are open and ready to be registered for RIGHT NOW. Our in-s tu ons experience increased enrollment credit hours, increased on me gradua-

on and me savings in academic advising! Real me course demand reports avail-able to Registrar’s Office. Used by 120+ ins tu ons around the country large & small! Contact Email Phone Number Bre Conner bre @collegescehduler.com 866.885.2834 x830

Daly Computers, Inc.

Now in our 27th year, Daly Computers is a trusted provider of IT infrastructure and service solu ons to state and local government and educa onal ins tu ons. We combine innova ve technologies and services into solu ons to help our customers succeed. Each solu on is customized to our customers’ unique specifica on, matching industry-leading technology with sound deployment and execu on strategy. Contact Email Phone Number John Brophy dll@daly.com 301.670.0381

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Digarc

Digital Architecture is the leading provider of curriculum and catalog management solu ons. The Acalog™ publishing system delivers thousands of e-catalogs at hun-dreds of colleges and universi es. Curriculog™ is a groundbreaking workflow, col-labora on, and approval-tracking pla orm with the flexibility to respond to evolv-ing ins tu onal and accredita on requirements. Contact Email Phone Number Christy Wessel cwessell@digarc.com 863.709.9012 X129 DISYS Solu ons Inc.

DISYS Solu ons, Inc. (DSI) is a Cisco Gold Partner and HP Enterprise Storage /Net-working Specialist Partner offering our customers a unique public sector channel and valued-added reseller profile. We are a minority owned and cer fied small business that delivers industry leading end-to-end advanced technology solu ons. DSI has proven capability for hundreds of successful deployments for more than 20 years. We have vast experience in the federal, state, local, and educa onal mar-kets, with term contracts in the District of Columbia, Georgia, Maryland, North Carolina, and Virginia. Contact Email Phone Number Ja nder Vohra Ja nder.Vohra@DISYSSolu ons.com 703.802.0500

Electronic Systems

Electronic Systems is the region’s largest full-service technology solu ons compa-ny. We provide businesses with complete, customized technology solu ons from network integra on to digital mul func on copiers to printer service & supplies and mailing solu ons. Contact Email Phone Number Mark Phillips mark.phillips@esi.net 757.217.1109 Ellucian

Ellucian provides innova ve so ware and services to help educa on ins tu ons thrive in an open and dynamic world. We deliver a broad por olio of technology solu ons, developed in collabora on with a global educa on community, and pro-vide strategic guidance to help educa on ins tu ons of all kinds navigate change, achieve greater transparency, and drive efficiencies. Visit us at Ellucian.com Contact Email Phone Number Debbie Carmody Debbie.carmondy@elluican.com 610.578.6770

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Entrinsik, Inc

Entrinsik Informer ad-hoc repor ng, data analysis and interac ve dashboard so -ware is used by over 300 universi es and colleges including the University of Ala-bama, American University, Loyola University and the en re N.C. Community Col-lege System. With an intui ve user interface, ad-hoc repor ng capabili es, and in-terac ve dashboard visualiza ons, Informer enables every user in your organiza on to access the data they need to make mely, data-driven decisions. Contact Email Phone Number Tim Nicholson Tim@entrinsik.com 919.424.5068

Evisions, Inc

Evisions has been building great products and delivering fantas c service since 1998. Our products include Argos, an Enterprise Repor ng Solu on, Form Fusion, a Document Enhancement & Distribu on Solu on, Cayuse 424, a Proposal Develop-ment Solu on, Cayuse SP, a Sponsored Project Life Cycle Management Solu on and Cayuse IRB, an Online Protocol Crea on, Submission and Management. Evisions has over 900 clients worldwide most of whom use Banner. Contact Email Phone Number Alice Levy Sales@Evisions.com 888.533.5993

Gentleman’s C Higher Ed Consul ng

Gentleman's C is a Virginia SWAM cer fied vendor that focuses on the 4 key suc-cess factors of any administra ve prac ce: People, Process, Technology and Strate-gy. The firm specializes in advising colleges and universi es in the following prac ce areas: Banner Revitaliza on, Student Financial Services, ERP selec on & implemen-ta on, Fiscal Process Improvement, Student Communica ons, Electronic Com-mence, 3rd Party System Integra on, Timekeeping and HR Systems, Student Finan-cial Literacy and Auxiliary Services Opera ons.

Contact Email Phone Number

Bill Edmonds gentlemanschigheredconsul ng@gmail.com 804.221.1582

Higher One

Higher One partners with colleges and universi es to lower their administra ve costs and improve gradua on rates. Our Campus Labs® Enterprise suite brings data together in one centralized loca on for campus-wide insight into assessment, ac-credita on, reten on and campus involvement. We also provide payment and re-fund disbursement tools for ins tu ons, and financial literacy programs and afford-able transac on op ons for students.

Contact Email Phone Number

John Graziano jgraziano@higherone.com 203.776.7776

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InFocus Group

InFocus is a world leading provider of Audio Visual Communica on products for the classroom. Projectors, Wireless Projectors, LED Projectors and Accessories. Addi onally, InFocus is the manufacturer of the award winning mul -func onal device, the Mondopad! The Mondopad is a mul -touch device that empowers teachers and enhances the learning experience. It is a lesson planner, whiteboard, touch interac ve presenta on tool and video conferencing all in one device. Learn more at www.Infocus.com

Contact Email Phone Number Eric Lookeno Eric.Lookeno @InFocus.com 865.389.4652

Na onal Student Clearinghouse

The Na onal Student Clearinghouse’s free educa on repor ng, verifica on, and transcript services are used by 3,600 ins tu ons. You can securely deliver elec-tronic transcripts worldwide with our free Transcript Services. Through our stra-tegic partnership with Ellucian, we offer eTranscripts: the first no-cost "touch-free," real me electronic transcript ordering, processing, and delivery solu on. For more informa on visit us at www.studentclearinghouse.org

Contact Email Phone Number Paul Taylor ptaylor@studentclearinghouse.org 512.551.9347

Nelnet Business Solu ons

Nelnet Business Solu ons (NBS) is commi ed to delivering superior technology and innova ve business tools that improve student service and reduce cost for higher educa on. This goal is accomplished by providing a full suite of PCI com-pliant campus commerce solu ons that include eBilling, payment, ac vely man-aged payment plans, cashiering, refunds, and campus wide commerce manage-ment. Learn more at www.campuscommerce.com

Contact Email Phone Number Paul Aries Paul.arise@nelnet.net 800.811.1079

Official Payments, an ACI Company

Official Payments, now ACI Worldwide, provides innova ve, secure, reliable campus payment solu ons. As an Ellucian Strategic Partner, we process tui on and campus fee payments for 200+ schools using Colleague® by Ellucian, Ban-ner® by Ellucian or PowerCampus™ by Ellucian. Our solu ons streamline busi-ness processes and enhance student and parent convenience.

Contact Email Phone Number Tom Gavin tom.gavin@aciworldwide.com 334.321.7345

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Parchment

Parchment is a leading technology company allowing learners, educators and em-ployers to request, verify and share creden als in simple and secure ways. The pla orm has helped millions of people and thousands of schools and universi es to exchange more than 12 million transcripts and other creden als globally. Founded in 2003, Parchment Inc. is headquartered in Sco sdale, AZ, with offices in Roseville, CA, Denver, CO, Grand Rapids, MI, Toronto, ON and Washington, DC.

Contact Email Phone Number Leah Spitz lspitz@parchment.com 480.719.1646

SLAIT Consul ng

SLAIT Consul ng is an Informa on Technology consul ng services company that specializes in delivering customized, crea ve IT solu ons for customers in the commercial and public sector. Since 1990, SLAIT has been listening to our clients’ needs and onboarding skilled IT professionals to assist our clients with their toughest challenges.

Contact Email Phone Number

David Evelyn david.evelyn@slaitconsul ng.com 804.612.0614

SMARTDEVINE

Higher Educa on faces many unique challenges due to declines in endowment values, budget deficits, state educa on cuts, and restric ons on tui on increases to name a few. Smart Devine’s educa on prac ce understands these challenges and works with colleges, universi es and academic medical centers to improve opera ons and performance. Learn more at Smartdevine.com Contact Email Phone Number Mary Lynn Kudey mkudey@smartdevine.com 610.212.0662 John Bilanin jbilanin@smartdevine.com 610.764.4736

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Strata Informa on Group

SIG has been assis ng colleges and universi es with informa on technology ini-a ves that enhance services to students, faculty, staff, alumni, and the com-

munity for over 27 years. During this me, SIG has grown to be the largest pri-vately held provider of technology consul ng services to higher educa on in the United States. Our experienced senior consultants partner with our clients to develop innova ve and cost effec ve solu ons that are tailored to meet ins tu-

onal goals and objec ves which ul mately help your ins tu on realize the most return on its technology investments. Contact Email Phone Number David Miley miley@sigcorp.com 717.424.3164 Technology Dynamics, Inc.

As a premier IBM Business Partner Reseller and implementer of Cognos, SPSS and Pure Data Systems (Netezza), TDI offers the best in class so ware applica-

ons and provides experts with experience implemen ng these solu ons across various sectors in the market place. In addi on to complex and custom integra-

on of these products, TDI works with mul ple ETL and Database vendors to provide expert data warehousing solu ons.

Contact Email Phone Number Kenneth Jarrell kjarrell@tech-dynamics.com 202.507.0017

Time Clock Plus

Developed by Data Management Inc., Time Clock Plus is available as a Windows or Web applica on suite and records employee hours for payroll while provid-ing real me labor repor ng func ons. As a recipient of numerous awards that include Deloi e Technology Fast 500 and Texas Small Business of the Year, DMI has become a trusted provider in me and a endance with an A+ ra ng from the Be er Business Bureau.

Contact Email Phone Number Jordy Moorman Sales@ meclockplus.com 800.749.8463

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TouchNet

TouchNet is a pioneer in delivering innova ve commerce solu ons to Higher Educa-on. Since 1989, colleges and universi es have relied on TouchNet to unify and se-

cure commerce transac ons throughout the campus enterprise. Today, TouchNet® U.Commerce® is the premier commerce management system for Higher Educa on. It's everything ins tu ons need to gain greater control over transac ons, costs, com-pliance, and opera onal efficiencies, while maintaining control over key cons tuent rela onships.

Contact Email Phone Number Chad Elstun Chad.elstun@touchnet.com 913.599.6699

Tracy Inc.

Tracy, Inc. provides consul ng, system design, implementa on and support of data acquisi on systems. Products include UltraTime Enterprise me & a endance prod-ucts; UltraBadge Enterprise, an integrated ID produc on system; Data Collec on Ap-plica ons, biometric readers, and portable data collec on solu ons; security designs and implementa ons; and synchronized wall clocks.

Contact Email Phone Number Sco Mowery sco m@tracyinc.com 616.241.1661 ext 4335

Trimdata Corp

Trimdata's FA~Link so ware provides an easy way for students to purchase course materials using Financial Aid and Sponsor funds. FA~Link is a real- me interface be-tween your campus bookstore POS and your Colleague or Banner system. Eliminate manual processes, vouchers, and batch files. FA~Link authorizes and creates a student invoice in real- me.

Contact Email Phone Number Leila MacCarthy leila@trimdata.com 410.344.5007

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Tui on Management Systems

Tui on Management Systems (TMS) has been a thought leader in the educa on payment services for almost 30 years- and our mission has remained steadfast: to help families afford educa on and schools prosper. Today, more than 700 schools use the TMS Campus Advantage to get their bills paid by millions of students and families. We offer colleges and universi es a process that ensures a quality expe-rience and financial fit for students and families trying to managing the cost of educa on – coupled with a fully integrated payment solu on.

Contact Email Phone Number Damon Magiera dmagiera@afford.com 717.553.6651

Unimarket

Unimarket is a source-to-se le pla orm focused on higher educa on ins tu ons offering e-catalog management, e-requisi oning/approvals, e-invoicing, e-expenses, collabora ve sourcing solu ons, supplier maintained registra on data for company and tax details, and e-contracts management. Unimarket is an Ellu-cian partner with IeP and Open Source integra on op ons.

Contact Email Phone Number

Steve Cromwell steve.cromwell@unimarket.com 888.868.5929

Velaris

Velaris' Higher Ed Insight features Robust Analy cs, Dashboards, Fast Deploy-ment, Low Entry Costs and Crystal-Clear Business Intelligence. Velaris provides Cloud based Higher Ed Analy cs, using Industry leading Business Intelligence, sup-port, training and consul ng services. Velaris has established partnerships with top vendors and led hundreds of engagements with top- er organiza ons.

Contact Email Phone Number

Robert Smith Robert.Smith@velarisconsul ng.com 888.864.6450

Virginia 529

Virginia529 is an independent state agency with a diverse team of 80+ very dedi-cated employees. Our growing agency thrives on innova on by employees who believe in our mission and work hard every day to ensure we are offering the best 529 op ons to our customers. Our mission is simple: to con nue to be a na onal leader in 529 programs by providing superior, affordable, innova ve, tax-advantaged college savings op ons to assist families and others in achieving their higher educa on goals.

Contact Email Phone Number Vivian Shields vshields@virginia529.com 804.786.4768

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Map

Notes