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Wednesday, October 23
 

1:00pm

Code Camp - Page Builder
This brief session introduces advanced topics and provides the skills necessary to further develop a Page Builder page. You will be asked to create a travel and expense approver page with Page Builder. At the end of the session participants will export the page they created into files that can be imported into their own environments.

NOTE: Code Camp is a special pre-conference session and is limited to 30 seats only.  You must register prior to the conference by visiting:  https://www.onlineregistrationcenter.com/register/222/page1.asp?m=326&c=2312

Wednesday October 23, 2019 1:00pm - 5:30pm
Carolina E

4:30pm

Registration Open
Wednesday October 23, 2019 4:30pm - 7:00pm
Convention Foyer

5:00pm

Reception
Wednesday October 23, 2019 5:00pm - 7:00pm
Carolina A & C
 
Thursday, October 24
 

7:00am

Registration Open
Thursday October 24, 2019 7:00am - 5:00pm
Convention Foyer

7:00am

7:30am

Breakfast
Thursday October 24, 2019 7:30am - 8:30am
Carolina A & C

8:30am

Welcome and Keynote: Ellucian Today and Beyond: Vision for the Future
Welcome from Tina McEntire, Associate Provost for Enrollment Management at UNC Charlotte

Come see all of the exciting new things in store for Ellucian institutions. We are excited to share what's next, including how we're leveraging cloud technology to improve efficiency, agility, and innovation. - to include Banner / CRM / Ethos.

Speakers
TM

Tina McEntire

Associate Provost for Enrollment Management, UNC Charlotte
Tina McEntire is the Associate Provost for Enrollment Management at UNC Charlotte and leads a eight-department unit. Prior to becoming the Associate Provost in 2011, Ms. McEntire served as the Director of Admissions for the University for five years. Ms. McEntire has extensive experience... Read More →
KJ

Kimberly Johnson

Product Manager, Ellucian
Kim has worked over the last 10 years over experience worked on the R&D HR team on a variety of projects.  The last 3 she has functioned as the Product Manager for Banner Human Resources.Kim has over 20 years of experience in higher education, including the last 3 years as the Product... Read More →


Thursday October 24, 2019 8:30am - 9:45am
Carolina A & C

10:00am

Automating Third Party Student Billing
This session will provide a brisk review of third-party configuration and baseline processing, and show how UNC Charlotte billed 7 sponsors for 450 students and $3.4M of charges for the Spring 2019 term. Custom reporting and Microsoft Office were used to generate the billing statements required by the sponsors. Both baseline controls and custom report calculations were used to include financial aid and the cost of attendance as specified by the sponsors.

Speakers
RJ

Richard John

Business & Technology Analyst, UNC Charlotte
After starting in public accounting & auditing, Richard enjoyed a career in higher ed IT at Virginia Commonwealth University, and has now returned to his "finance roots" as a financial business analyst for UNC Charlotte. He has worked with Banner for the last 15 years.


Thursday October 24, 2019 10:00am - 10:50am
Mecklenburg 1

10:00am

What’s New with Banner Finance and Human Resources
Join us to learn the latest on your Banner Human Resources and Banner Finance solutions! Having the right tools and information is critical to managing your employees and your financial operations. In this session, we will review the latest releases and product roadmaps, along with how you can take advantage of the Ellucian Ethos Platform. We’ll also give you a sneak peek into what’s next in Self-Service for your faculty and staff.

Speakers
KJ

Kimberly Johnson

Product Manager, Ellucian
Kim has worked over the last 10 years over experience worked on the R&D HR team on a variety of projects.  The last 3 she has functioned as the Product Manager for Banner Human Resources.Kim has over 20 years of experience in higher education, including the last 3 years as the Product... Read More →


Thursday October 24, 2019 10:00am - 10:50am
Mecklenburg 2

10:00am

I Love it When a Plan Comes Together!: Built-In Student Registration Planner for Banner 9
In this presentation, Western Carolina University will discuss Plan Ahead, the Banner 9 baseline tool that allows students and advisors to create and maintain semester-by-semester registration plans. We will give an overview of the tool, including a brief demo, and will show the functionality and some customization options available, such as limiting number of plans per user, allowing registration from plans, and the number of semesters that are open for planning.

Speakers
JE

Jacob Edwards

Technology Support Technician, Western Carolina University
Jacob Edwards worked in the private sector for 8 years prior to joining Western Carolina University. His background is in SQL writing and reporting. Since joining WCU, Jacob has worked on testing and implementing new Banner 9 features and enhancements. He is currently working on his... Read More →


Thursday October 24, 2019 10:00am - 10:50am
Carolina D

10:00am

Slate/Banner Integration: One Year In
ASU adopted the Slate platform for Admissions processing just over a year ago. We will review the challenges we encountered and resolutions we found and revised in order to move data from Slate to Banner and back.

Speakers
VT

Victoria Theis

Business & Technical Application Specialist, Appalachian State University
Victoria Theis is a Business & Technology Applications Specialist in Enterprise Applications at Appalachian State University (ASU). She has been on the Student, Admissions, and Accounts Receivable team for the past seven years, and was previously in the Finance group. She has over... Read More →


Thursday October 24, 2019 10:00am - 10:50am
Mecklenburg 3

11:00am

AppMan and the Automated Dataload Featuring TD Client
Presentation focused on the initialization, planning, and design of automated data-load chains using AppMan/UC4/Automic and TD Client. I will share my tips and tricks as well as pitfalls from our translation to automation. The presentation will have both a global approach showing the overarching structure of an automated chain as well as a more granular focus on how we have incorporated popsels into our chain to update requirements without manual intervention. Additionally I will speak about our recent TD Client implementation and how that impacted our preexisting chains as well as any hurdles we faced.

Speakers
avatar for Spencer Smith

Spencer Smith

Senior Counselor for Verification, University of North Carolina at Greensboro
Spencer Smith has been attached to the UNCG financial aid office for more than a decade. He currently helps oversee automation efforts, reporting, verification, and acts as the office's IT liaison.


Thursday October 24, 2019 11:00am - 11:50am
Mecklenburg 3

11:00am

Banner General: Personal Pronoun and Gender Identification, Our Journey
Virginia Tech has worked collaboratively across the university to implement Banner General’s self service module for collecting personal pronouns and gender identification. This session will highlight not only the technical work that was done but will also include the functional work including partnering with key campus constituents, addressing the needs of the community, and navigating the overall campus culture. Join us as we discuss our journey including strategy, communication, and a demo.

Speakers
TP

Terri Pecora

Director of Academic Applications, Virginia Tech
Terri Pecora is the Director of Academic Applications, supporting the student's information technology needs from admission through graduation.


Thursday October 24, 2019 11:00am - 11:50am
Mecklenburg 1

11:00am

The Road to Travel
The road to travel will detail the journey Winston-Salem State University to streamlining travel. They will share how they implemented Travel Card. Discuss the future state of travel for the university with exploring on-line book system provided by Direct travel and the decision to implement Ethos for Chrome River use.

Speakers
JJ

Jacqueline Jenkins

Systems Accountant, Winston-Salem State University
Ms. Jenkins started at Winston-Salem State University as an intern in the Financial Systems area. As the need of the University evolved the department adapted to the need and later became Process Improvement, Reporting, & Analysis with Ms. Jenkins holding the role of Technology Support... Read More →


Thursday October 24, 2019 11:00am - 11:50am
Mecklenburg 2

11:00am

Admissions and Student Dashboards and Reports
I am a key member of the Enrollment Central Office at Mason. Our office has developed dossiers, dashboards and reports in MicroStrategy to track the Admissions and Student enrollment processes at Mason. The reports and dashboards are widely used for making key decisions here at Mason. I am confident sharing the dossiers, dashboards and reports would be immensely helpful to representatives from other universities.

  • Student  Schedule Dossier
  • Student Change in major Dossier
  • Pre-Enrollment Summary Dashboard
  • Admissions Funnel
  • Student Enrollment Summary Report
  • Enrollemnt Trends

Speakers
RM

Rupa Mehta

Data Analyst, George Mason University
Rupa Mehta has worked as a Data Analyst and Report Developer with George Mason University since March 2007. In addition to her reporting and analytical responsibilities, she provides Data Warehouse/MicroStrategy training to Mason staff and faculty. Prior to joining Mason, Mehta worked... Read More →


Thursday October 24, 2019 11:00am - 11:50am
Carolina D

11:00am

Give the Parents What They Want - Proxy Access
University students are required to provide consent before their educational records are released to a third party. UNC Charlotte implemented the Banner Proxy Access functionality (we call it the Guest Access Portal on our campus) in 2016 as an online option to grant this consent.  Our presentation will cover the implementation of the Guest Access Portal, along with decisions about specific functionality to implement and the lessons we have learned since implementation. 

Speakers
PA

Patrick Ambrose

Systems & Process Integration Specialist, UNC Charlotte
EM

Elizabeth Mullis

Systems & Process Integration Specialist, UNC Charlotte


Thursday October 24, 2019 11:00am - 11:50am
Carolina E

12:00pm

Lunch
Thursday October 24, 2019 12:00pm - 1:30pm
Carolina A & C

1:30pm

UNC System State Grant Interface
This session will provide an overview and demonstration of the UNC System State Grant Interface. This customized interface supports state grant processing between the NC State Grants Portal and Banner Financial Aid. The interface automates grant processing by providing the ability to:
• Upload a grant file and store the data within the Banner database
• Match the uploaded records with existing data within the administrative system
• Perform edit checks on the data for continued eligibility
• Provide a means to review failed edit checks and the ability to rerun the edit checks and update the student's status
• Post potential awards
• Send term certification files
• Identify discrepancies between the NC State Grants Portal award amounts and the amounts either accepted or paid in Banner
• Produce an enrollment file containing information on FAFSA filers who are enrolled for a specific term
• Securely transmit files via SFTP

Join us to learn how your state may consider automating state grant processing, or come for a refresher if you are a UNC System school.

Speakers
AC

Autumn Carpenter

Director of Financial Aid Operations and Technology, UNC System Office
Autumn Carpenter is the Director of Financial Aid Operations and Technology at UNC System Office, providing functional, technical and compliance oriented services to the UNC campuses. Autumn holds a Bachelor of Science in Applied Mathematics and Master of Arts in Leadership and Higher... Read More →


Thursday October 24, 2019 1:30pm - 2:20pm
Mecklenburg 2

1:30pm

Protect Your Paycheck!
A look at the problem of direct deposit fraud and some handles on how you and your institution can stay protected.

Speakers
AM

Aaron Meyer

ERP Operations Support Manager, UNC System Office
Aaron manages the ERP Operations Support team at the UNC System Office. In that role he manages the team responsible for innovative systemwide initiatives in data warehousing and cross-institutional reporting from Banner.


Thursday October 24, 2019 1:30pm - 2:20pm
Carolina D

1:30pm

Lessons Learned with Ethos Analytics
At Virginia Tech, we have nearing the completion of a partnership with Ellucian to get Ethos Analytics up and running. We'd like to present a session that discusses the functional needs that led us to look at Ethos Analytics, the system infrastructure we had to have in place, what data maintenance and governance decisions we've faced, and what's involved in supporting the application going forward

Speakers
LC

Lucas Covey

Director, Technology Strategy, Virginia Tech
Lucas has presented sessions at the last two ELive conferences (One on Banner Admin Pages development, one on DevOps adoption at VT), and taught the Mabug Code Camp when it VT hosted in 2017.


Thursday October 24, 2019 1:30pm - 2:20pm
Carolina E

1:30pm

Baseline: To Mod, or Not to Mod, that is the Question
As schools continue to need to do more with less, this interactive session will provide an opportunity for schools to share experiences with both Banner baseline and modifications. The inspiration for the session is based on Virginia Tech (a historically modification-heavy school) as we currently are reviewing processes to return to baseline functionality, when possible and appropriate to do so. Presenter will lead the discussion based on experiences of working for 8 years at a primarily baseline institution followed by working at a school in a transition period related to modifications. Specific focus will be on academic scheduling/registration but general topics will be also discussed. Please bring your baseline and modification successes and lessons learned. Together, hopefully we can provide inspiration as to when and why modifications have worked or not worked as solutions to problems we face in the Banner Student functional world.

Speakers
MC

Megan Coulter

Assistant Registrar of Systems Innovation and Academic Scheduling, Virginia Tech
Megan currently works in the academic and classroom scheduling area in the Office of the University Registrar at Virginia Tech. Before working at Virginia Tech, Megan worked for 8 years at Radford University in several roles, the last of which as Associate Registrar. Megan earned... Read More →


Thursday October 24, 2019 1:30pm - 2:20pm
Mecklenburg 1

1:30pm

Automating Ellucian Banner with JAMS: Eliminating Manual Processes and Building Powerful Workflows
Manually processing financial aid packages and importing ISIR loads can consume hours every week. In this presentation, Louis Diaz and Jon Spencer from Help Systems will discuss how JAMS helps higher ed institutions automate processes in Ellucian Banner. You will learn how to easily import Banner jobs and parameters into JAMS, create dynamic schedules and workflows, and monitor Banner processes throughout their lifecycle. JAMS offers centralized management of Banner jobs and enables institutions to build, run, monitor, and audit critical workflows. The powerful automation engine in JAMS enables IT teams to optimize workflows and integrate jobs from both Banner and other platforms and applications that support students and manage daily operations. JAMS is an Ellucian Partner and is used by colleges and universities to eliminate manual processing, reduce the risk of human error, and improve operational efficiencies in financial aid, finance, HR, and many other functional areas.

Speakers
LD

Louis Diaz-Delgado

Support Engineer, HelpSystems
Louis is a seasoned workload automation and job scheduling specialist with extensive experience in solution identification, product implementation, user training, and enterprise planning. As an expert in JAMS and its integrations, he identifies and resolves workload automation deficiencies... Read More →

Sponsors

Thursday October 24, 2019 1:30pm - 2:20pm
Mecklenburg 3

2:30pm

AppWorx Automation of FinAid Processes
Info sharing in regards to automation of financial aid processes at Appalachian State University

Speakers
JM

Jonah Miller

Associate Director, Technology, Appalachian State University
I currently serve as the Associate Director of Technology & Business Systems Development and Banner Lead at Appalachian State University. I've worked in Financial Aid for ten years (2.5 years at AppState) and strive to improve processing and efficiency via automation at every point... Read More →


Thursday October 24, 2019 2:30pm - 3:20pm
Mecklenburg 2

2:30pm

Implementing Banner 9 Self Service
Delivering a modern, consumer grade experience to students, faculty and staff is a critical component of every institution's digital transformation strategy. This session will provide an overview of the self-service strategy and roadmap and provide guidance on how to get self-service up and running at your institution.

Speakers
KJ

Kimberly Johnson

Product Manager, Ellucian
Kim has worked over the last 10 years over experience worked on the R&D HR team on a variety of projects.  The last 3 she has functioned as the Product Manager for Banner Human Resources.Kim has over 20 years of experience in higher education, including the last 3 years as the Product... Read More →


Thursday October 24, 2019 2:30pm - 3:20pm
Mecklenburg 1

2:30pm

Streamlining University Communications with Banner Communications Management
How UNCG implemented BCM to modernize communications, uses of BCM, leverage triggers, and best practices

Speakers
KS

Kyle Sauvageau

Business Systems Analyst, UNC Greensboro
With 10 years of Higher Education management experience, Kyle currently serves as a Business Systems Analyst for UNCG, acting as a product, process, and project manager for Business Affairs. Kyle joined the University in 2018 and in the short period of time since then he deployed... Read More →


Thursday October 24, 2019 2:30pm - 3:20pm
Carolina D

2:30pm

Using Excel To Impress Your Boss
This presentation will cover Excel functions that might help you in day to day tasks and even impress others. A sample data set of non student data will be provided for those who wish to follow along.

Speakers
OP

Olga Pogorelsky

Senior Associate Registrar, UNC Charlotte
Olga Pogorelsky is the Senior Associate Registrar at UNC Charlotte. She supports the strategic planning and day to day operations in all areas of the office. In her free time, Olga enjoys wine and cheese tasting.


Thursday October 24, 2019 2:30pm - 3:20pm
Mecklenburg 3

2:30pm

That's Not My Name!: Preferred Name Display in Banner 9
In this presentation, Western Carolina University will discuss how the University developed a preferred name policy and how campus teams worked together to implement the use of the Banner 9 General Profile Self-Service page. Banner 9 Self-Service allows customized name formatting from module to module or page to page. WCU has used this feature to implement preferred name display on applicable pages. WCU also modified some Banner 8 pages, such as class rosters and advisee lists, to comply with University policy.

Speakers
avatar for April Newland

April Newland

Conferral Specialist, Western Carolina University
April Newland joined the Office of the Registrar in spring 2016 and manages marketing and communications surrounding the graduation process at Western Carolina University. April works closely with the technology team, testing Banner 9 updates and enhancements, and has previously attended... Read More →


Thursday October 24, 2019 2:30pm - 3:20pm
Carolina E

3:20pm

Break
Thursday October 24, 2019 3:20pm - 4:00pm
Convention Foyer

4:00pm

Using Algorithmic Packaging Rules for Scholarships To Recruit New Students
Two years ago, the Office of Financial Aid at the University of North Carolina at Charlotte was asked to award two funds; an institutional grant and a scholarship to more than 2,000 students during a relatively busy processing period. The fund amounts were to be offered based on EFC ranges and a Financial Aid Index assigned by the Undergraduate Admissions office and would have relied on tedious, time-consuming manual work. To automate the awarding, the Office of Financial Aid utilized algorithmic rules to calculate, allocate, and award the two funds. The goal of this presentation is to show how to setup a relatively simple process that uses a combination of awarding rules and algorithmic packaging rules. We will show how to set this up in Banner with code examples for rules, Banner forms that need to be populated, and how we tested.

Speakers
BB

Bruce Blackmon

Director of Financial Aid, UNC Charlotte
Bruce Blackmon has over 27 years of experience in financial aid. Currently, he serves as Director of Financial Aid, at UNC Charlotte.
RG

Robert Green

Associate Director of Financial Aid Systems, UNC Charlotte
Robert Green has seven years of Banner Financial Aid experience. During this time, he has developed Automic Applications Manager process flows to automate the EDE dataload, verification, packaging, and other processes. Robert has developed numerous algorithmic rules for period budgets... Read More →


Thursday October 24, 2019 4:00pm - 4:50pm
Carolina E

4:00pm

The only “Experience” your constituents need
Imagine a single entry-point into your institution that aggregates the most important content to your users based on their role. Imagine a framework that allows you to build content modules using the Ethos Data Models or other third-party systems all within the same modern interface. Help your institution constituents increase productive, improve access to key data, and drive down maintenance time.

Speakers
BM

Ben Morley

Director, Product Management, Ellucian
"Ben joined Ellucian in 2015 and has spent time in both R&D and Product Management. He has over 15 years of experience integrating enterprise systems in higher education, government, and other industries. He lives in upstate NY with his family, who enjoys skiing together in the winter... Read More →


Thursday October 24, 2019 4:00pm - 4:50pm
Mecklenburg 3

4:00pm

Monitoring Student Athlete’s Registration Made Easy
Struggling with knowing if student athletes are attending full time?  This session will cover using Banner baseline functionality of the minimum and maximum required hours fields on SFAREGS – Student Course Registration Page.  This session will demonstrate two Banner job submission processes that the UNC System Office developed to supplement baseline Banner functionality.  We will cover the functionality of the two job submissions.


Speakers
KB

Karen Boulas

Banner Support Operations Specialist, UNC System Office
Karen Boulas started with the UNC System Office in July of 2017 as a Banner Support Operations Specialist.  Prior to coming to the System, she was a part of the State University of New York (SUNY) system where she worked in Financial Aid, Payroll, and Registrar.  Karen worked at... Read More →
TB

Terence Baker

Banner Technical Support Analys, UNC System Office
Terence Baker started with the UNC System Office in July of 2017 as a Banner Technical Support Analyst.  Prior to coming to the System, he spent 7 yrs as a Systems Engineer contracted with the US Coast Guard.  Terence also work for ECSU where he come into contact with Banner for... Read More →


Thursday October 24, 2019 4:00pm - 4:50pm
Carolina D

4:00pm

Slate to Banner and Back: Two Years In
Two summers ago, Appalachian State University began migrating admission systems from Hobson's, AdPros and CFNC to Slate, which also required a new process to move Slate data to Banner. Join us for all of the details of our configuration, integration of Slate Web Services with Banner, and challenges in data consistency between systems.

Speakers
VT

Victoria Theis

Business & Technical Application Specialist, Appalachian State University
Victoria Theis is a Business & Technology Applications Specialist in Enterprise Applications at Appalachian State University (ASU). She has been on the Student, Admissions, and Accounts Receivable team for the past seven years, and was previously in the Finance group. She has over... Read More →
MR

Misti Reese

Senior Associate Director of Admissions for Technology and Processing, Appalachian State University
Misti Reese is Senior Associate Director of Admissions for Technology and Processing at Appalachian State University (ASU). She received her B.S. in Criminal Justice in 1994 and Master’s Degree in Higher Education Administration in 2000, both from ASU. She has worked in the University... Read More →


Thursday October 24, 2019 4:00pm - 4:50pm
Mecklenburg 2

4:00pm

Journey to Innovative Automation
To share with our constituents how the EAS department at NC Central was able to meet the demands of the University by leveraging system processes through innovative automation of time consuming and general administration tasks.

Speakers
BK

Barry K. Oliver

DBA, North Carolina Central University
Barry Oliver serves as a Database Administrator at North Carolina Central University. He has over 30 years of work experience in the technology field. His career began many years ago as a computer operator that rapidly advanced to a system administrator, and from there to what he... Read More →


Thursday October 24, 2019 4:00pm - 4:50pm
Mecklenburg 1

6:00pm

Dinner/Social
Come enjoy a meal with colleagues and then test your wits afterwards with trivia night!

Thursday October 24, 2019 6:00pm - 9:00pm
Carolina A & C
 
Friday, October 25
 

7:00am

Registration Open
Friday October 25, 2019 7:00am - 12:00pm
Convention Foyer

7:00am

7:30am

Breakfast
Friday October 25, 2019 7:30am - 8:30am
Carolina A & C

8:30am

Closing
Friday October 25, 2019 8:30am - 9:00am
Carolina A & C

9:10am

Banner 9- Student Accounts Receivable Implementation: How Is It Working For You?
This Birds of a Feather session is designed for current, new and soon to be Banner 9 users to discuss hot topics and issues such as 1098-T, fee assessment, application of payment, third party billing and more.
Join this open discussion to share your knowledge, tips and tricks and learn how other institutions are navigating through Banner 9.

Speakers
JB

Jennifer Burr

Student Services Manager, University of South Carolina, Columbia
Jennifer brings 20+ years of experience in student services (in Registrar and Bursar's Office). She is currently responsible for fee assessment, student enrollment cancellation for non-payment, and Banner AR upgrade testing.
KT

Karen Thomas

University of South Carolina, Columbia


Friday October 25, 2019 9:10am - 10:00am
Carolina D

9:10am

UNC Campus' Way to Graduate Students On Time
FUSS - Fostering Undergraduate Student Success. Do your students have trouble staying on track to graduate on time? Come see how North Carolina Universities graduate students on time. We will demonstrate our FUSS policy which limits the number of course withdrawals for students. Support idea to make this Ellucian customization part of baseline = IDEA-63677-Enhance Banner Registration to allow for Course Withdrawal Limits

Speakers
KB

Karen Boulas

Banner Support Operations Specialist, UNC System Office
Karen Boulas started with the UNC System Office in July of 2017 as a Banner Support Operations Specialist.  Prior to coming to the System, she was a part of the State University of New York (SUNY) system where she worked in Financial Aid, Payroll, and Registrar.  Karen worked at... Read More →


Friday October 25, 2019 9:10am - 10:00am
Mecklenburg 2

9:10am

Using Ethos for Integrations
Connecting systems together with a common language, the Ethos Platform can be used to connect your Ellucian, Ellucian partner, or custom applications. Join this session to learn how to get started, what to expect, and how to prepare for building your first integration.

Speakers
BM

Ben Morley

Director, Product Management, Ellucian
"Ben joined Ellucian in 2015 and has spent time in both R&D and Product Management. He has over 15 years of experience integrating enterprise systems in higher education, government, and other industries. He lives in upstate NY with his family, who enjoys skiing together in the winter... Read More →


Friday October 25, 2019 9:10am - 10:00am
Mecklenburg 3

9:10am

Technology in Higher Education
The underutilization of Technology in Higher Education is often ignored. There is a reluctance to move from long-standing manual practices and legacy infrastructure. The mantra “this is the way we’ve always done it” continues to drive inefficiencies.
Institutional decision makers and consumers of technologies struggle with pre- and post- implementation challenges. Reluctance to change, lack of analytical insight, lack of on-going training and poor reporting capabilities result in the dependence on inefficiencies and lack of adoption of the advancement of technology solutions.
Business goals / business practices must be considered to help drive better utilization of technology for institutional success in support of students. As institutional policies evolve, processes need periodic reviews to replace the outdated mantra.
Interestingly technology solutions requires the most hard dollar costs, and returns the least in terms of ROI if the people (decision makers) and the processes are not positioned productively. The real value in technology solutions is the ‘people’ to justify the long-term financial investment.
This “Triad” – people, process, technology – can make or break institutional effectiveness, employee morale, student satisfaction, state and federal funding and, most importantly, effective leadership decision making. It is time to realize that technology is not to blame.

Speakers
DE

Digi Edwards

Vice President of Professional Services, Ferrilli
Digi has been a thought leader in Higher Education for over 28 years. Her experiences are invaluable to Ferrilli as she has both a background in leadership on campuses and also at Datatel and Ellucian. As Vice President of Professional Services at Ferrilli, Digi leverages her deep... Read More →

Sponsors

Friday October 25, 2019 9:10am - 10:00am
Mecklenburg 1

10:10am

1098-T Reporting Student Payments
Last year was the first year the IRS required organizations to report student payments rather than institution charges on the 1098-T. Prior year adjustments will be a part of this year's challenge. This presentation will discuss the 1098-T set up in Banner and how the information will be displayed.

Speakers
DB

David Beach

ERP Systems Consultant, UNC System Office
David Beach has been with the UNC System since 2005.  He began his Higher Ed Systems career at Fayetteville State University and joined the UNC System Office in 2011.  He has helped UNC campuses across North Carolina in all aspects of Banner.  Most recently, he helped campuses... Read More →


Friday October 25, 2019 10:10am - 11:00am
Mecklenburg 1

10:10am

What’s New with Banner Student and Financial Aid
Join us to learn the latest on your Banner Student and Banner Financial Aid solutions! We'll explore how Banner Student and Financial Aid fits into the vision of a modern, connected campus. In this session, we will review the latest releases and product roadmaps, with a focus on Self-Service capabilities for students, faculty and advisors.

Speakers
KJ

Kimberly Johnson

Product Manager, Ellucian
Kim has worked over the last 10 years over experience worked on the R&D HR team on a variety of projects.  The last 3 she has functioned as the Product Manager for Banner Human Resources.Kim has over 20 years of experience in higher education, including the last 3 years as the Product... Read More →


Friday October 25, 2019 10:10am - 11:00am
Mecklenburg 2

10:10am

Ellucian Solution Manager Internals: The H2 Database
Join us for a deep dive into ESM's memory - the H2 database. We will review different access methods using both internal and external tools to examine the database schema, query tables for information and if necessary how to directly modify ESM's data. If you enjoy testing the limits of what can be done with ESM then this is the session for you!

Speakers
GK

Gary Kendall

DBA and Application Administrator, Virginia Tech
In his 34 year career Gary Kendall has worked at Virginia Tech as an application developer, analyst, sysadmin and DBA, and has over 20 years experience working with Banner. His current responsibilities include installing Banner upgrades and spending more time working with ESM than... Read More →


Friday October 25, 2019 10:10am - 11:00am
Mecklenburg 3

10:10am

TimeClock Plus: Employee Punch to Payroll
Does your full time staff have a multiple overtime options or unique leave rules and tracking such as comp time? TimeClock Plus not only tracks these often complicated rules but truly understand Higher Education issues.

Speakers
RL

Rob Lindsey

Enterprise Account Executive, TimeClock Plus
Rob has eight years of experience working for TimeClock Plus. In that time, he hasassisted with providing a time and attendance solution to hundreds of clients in boththe Private and Public Sector. Rob’s current focus is working solely with K-12 schools,Higher-Ed organizations... Read More →

Sponsors

Friday October 25, 2019 10:10am - 11:00am
Carolina D

11:10am

Utilizing Banner EPAFs
Banner EPAFs can streamline HR transactions for students, faculty and staff. This presentation will provide an overview of implementing EPAFs. Come see the benefit of utilizing Electronic Personnel Action Forms on your campus.

Speakers
DB

Donna Balser

ERP Operations Support Specialist, UNC System Office
Donna has been with the UNC System Office since November 2018.  Prior to joining the UNC System Office team, she worked at UNC Greensboro for 15 years providing Banner IT support and training for the campus.


Friday October 25, 2019 11:10am - 12:00pm
Mecklenburg 2

11:10am

Birds of a Feather - Student
We plan to do a Birds of a Feather session and have topics of training, upgrades, waitlist, Self-Service Banner 9, and possibly an ice breaker game. These are just topics to have on hand in case we need additional discussion items.

Speakers
PA

Patrick Ambrose

Systems & Process Integration Specialist, UNC Charlotte
EM

Elizabeth Mullis

Systems & Process Integration Specialist, UNC Charlotte


Friday October 25, 2019 11:10am - 12:00pm
Mecklenburg 3

11:10am

UNC Online - A System Wide Inter-Institutional Course Registration Application
UNC Online allows students at any of the UNC System institutions to register online at other UNC institutions via a custom web application that does not require the student to be admitted by the HOST institution Banner system nor have an existing ID there. Web Services use a variety of custom PL/SQL packages that leverage baseline Banner APIs to automatically create the student ID, application, learner record and course registration in the HOST Banner system.  A placeholder registration is also created at the student's HOME Banner system and when the course is graded at the HOST institution, it is brought back into the HOME system as transfer credit. This presentation will provide a broad technical overview of how all of this is accomplished


Speakers
ND

Nicolas Dominkovics

Programmer/Analyst, UNC System Office
Nicolas Dominkovics has been working with Banner in various capacities since 2000 at 4 organizations across 3 states. He currently works as a Banner programmer/analyst within the ERP team at the UNC System Office. He is currently responsible for all Banner development for the UNC... Read More →


Friday October 25, 2019 11:10am - 12:00pm
Mecklenburg 1

11:10am

UNC Asheville: Streamlining Processes and Simplifying Reporting with Evisions Argos
Come hear how UNC Asheville's Academic Success Center used Evisions Argos to: 1) reduce their reliance on IT to bulk load data, 2) decrease campus's dependence on their department to access data by providing on-demand reports to academic departments and student affairs offices, and 3) grant users more governance over their own data. Participants will get an overview of the on-demand reports and a walk-though of selected update dashboards. Evisions will do a quick introduction and overview of Argos, and then turn things over to Cale Burrell, Business and Technology Application Technician at UNC Asheville, who will lead most of the session.

Evisions will do a quick introduction and overview of Argos, and then turn things over to Cale Burrell, Business and Technology Application Technician at UNC Asheville, who will lead most of the session.

Speakers
MR

Michael Ruzek

Evisions
Mike Ruzek is an account executive with Evisions. Mike currently lives in New Jersey, though he's originally from New York. He loves the national pastime - baseball! - and playing with his son.
CB

Cale Burrell

UNC Asheville
Cale Burrell received a B.A. from UNC Asheville and an M.A. from UNC Greensboro. After serving in AmeriCorps, and a short stint working for a musical instrument repair shop, he returned to work in higher education. In his current role as a Business and Technology Application Technician... Read More →

Sponsors

Friday October 25, 2019 11:10am - 12:00pm
Carolina D