SESSIONS SCHEDULED - CONFIRMED
Module
Title
Accounts
Receivable
Advancement
Advancement
Advancement
Advancement
CIO
CIO
CIO
Description
Making Banner Deposits Work Explore standard functionality of Banner Deposits and
for You
some creative uses of Deposits at John Carroll
University (JCU). Review the requirement at JCU to
collect a housing security deposit when students enter,
use it to pay any damage charges that occur, refund the
balance as needed. Custom processes were written to
support.
Advancement Bird of a Feather Share Advancement success stories and common
challenges
Advancement Networking
Meet your counterparts and make new contacts.
Advancement Product Update Hear about the latest Advancement Product Roadmap
updates
Manage my Prospect Pipeline Join us to learn details of the new self-service Manage
My Prospects landing page as well as the new proposal
features in the Banner Advancement Self-Service
module.
Ellucian Strategies
Overview of Ellucian's strategies for all platforms.
Leverage Collaborative
Resources
Ohio-Wide Collaboration for
Ellucian Campuses
Discussion of our schools working together on a joint
contract to reduce maintenance costs.
A gathering of all the Ohio Ellucian campuses for a
conversation about potential collaboration around
common Ellucian topics.
There is great potential for Ohio to speak to Ellucian with
a strong voice on many issues of common interest.
There are 30 Banner schools and probably another 20
or more other Ellucian schools across the state. Since
many of Ellucian's products are becoming "platform
independent," we may find that some type of merged
collaboration may help us with pricing, contracts and
other shared services.
Time to talk about things like - Attributes/GASB
Attributes; Bank Reconciliation; Extended Search,
version used/upgrade plans and new user training
strategies
Setup and best practices. Some schools rushed to
implement when GASB 34/35 implemented, but the
module wasn't fully set up and may not be utilized as
well as can be, so some are interested in revisiting it and
correcting.
Join us to learn more about the current functionality of
the Banner Finance P-Card module and see some of the
creative things that Oberlin College has done to make
better use of the module and enhance its functionality.
Ellucian will be on hand to share the latest P-Card
updates released in Banner Finance 8.9.
Presenter
Dennis Rowinski & Diane
Ward (John Carroll
University)
Carla Norris (Ellucian)
Open Session
Carla Norris (Ellucian)
Carla Norris w/remote
Heidi Dombroski (Ellucian)
Darin Surrey, Lori Mauthe
and others (Ellucian)
Jerry Hourigan (Cuyahoga
Community College)
Jerry Hourigan (Cuyahoga
Community College)
Finance
Banner Finance BOF
Andrew Unger (Ellucian) &
Jim Klaiber (Oberlin)
Finance
Banner Finance Fixed Assets
Finance
Banner P-Card Module
Finance
Finance Rules/Edits
Understanding Banner Finance Rules and Edits and how Andrew Unger (Ellucian)
they can be customized. Session taken from Ellucian
Live! last year: "How Well Do You Understand the Guts
of Banner Finance?” Newer users to Finance do not
understand nor realize the power behind the rule codes
and edits that can be placed on them.
Financial Aid
Behind the Scenes of
Satisfactory Academic
Progress
Learn how the University of Toledo meets federal
regulations for Satisfactory Academic Progress using
Banner. An overview of SAP, the regulations behind it
and how we use these guidelines to stay in compliance
will be discussed. Time will be given to review best
practices.
Andrew Unger (Ellucian)
James Klaiber (Oberlin)
Jonathan Woolf and
Stephanie Goller
(University of Toledo)
Module
Title
Financial Aid
Financial Aid Programs &
Processes Roundtable
General
General
General
Description
Roundtable session to discuss Financial Aid
programs/processes that have been built, and allow all of
us to perform tasks more efficiently and to share
technology.
Conducting a Business
Learn the value of conducting Business Process
Process Analysis (BPA)
Analysis in your projects and tips on how to facilitate a
BPA.
Easy, Breezy, Banner
An overview of our approach to Banner Upgrades. Our
Upgrades
discussion will include scheduling upgrades, testing,
introducing new functionality, and production
implementation.
Effectively Coordinating
In a perfect world, we’d all be able to work towards our
Projects and Operational Work organization’s strategic goals without interruption.
However, we have to balance our long-term goals
against short-term operating objectives, for example,
operational work and projects. During this presentation
we’ll share the best practices for tracking time, allocating
resources and setting expectations for a complex mix of
project work and operational obligations.
Presenter
Steven Minnich and Krystn
Hood (Kent State
University)
Lisa Steigmann-Gall and
Holly Slocum (Kent State)
Carole Pegoraro, Heather
Auld, and Stacy Lease
(Kent State)
Coleen Santee (Kent
State) and Jason Ehmann
(TeamDynamix)
General
Ellucian Cloud Services
Overview
Relieve your campus of the complexity of managing a
Pete Loncar (Ellucian)
data center and How you can provide 24x7 help desk
services for technical and student success assistance for
your faculty, staff and students without increasing your
headcount.
Growth and progress happen when people are free to
Barb McClintick (Kent
connect and share information. In this Networking
State)
simulation, you will learn how to connect, not just meet,
others and share information in a way that enables all
parties to quickly achieve their goals, including yours.
General
Networking Simulation
General
OBUG Module Manager Birds Gather to discuss the future module meetings and how
of a Feather
Ellucian can bring value to the groups.
General
Project Risk Management
Simulation
Human Resources
Alternate Uses for PHAMTIM
Human Resources
Automating Time and
Attendance with Banner for
Payroll, Scheduling and
Student Work Study Tracking
This session will cover some of the hottest topics that
Scott Mowery (Tracy, Inc.)
our current higher education customers are contending
with. We will focus on the use of new technologies for
mobile data collection and time and attendance
management and how this all ties 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 assist in compliance
with the Affordable Care Act. We will also cover Student
Federal Work Study Award tracking.
Human Resources
Human Resources Birds of a
Feather
Join your HR counterparts to discuss issues, share
solutions, and learn from each other.
Shelley Sherwin (Kent
State) and Lori Mauthe
(Ellucian)
Barb McClintick (Kent
State)
Have you ever missed a project deadline because of an
unexpected event? If yes, you don't want to miss
attending this Project Risk Management simulation. In
just 50 minutes, you will learn and experience how to
quickly Identify Risks, complete a Qualitative Risk
Assessment, Rank Risks and Plan Risk Responses.
This session will instruct you on creative ways to use the Lisa Heilman & Tricia
Mass Time page (PHAMTIM) in the Banner Human
Grove (Kent State)
Resources payroll process. Some of these ways include
drop-in pay amounts (supplemental pays), using a
spreadsheet to load payments like shoe and uniform
allowances, adding activation and termination records to
jobs, loading PHAMTIM special rates simultaneously,
and using PHAMTIM to change labor distributions.
Barb Rardin (Owens
Community)
Module
Title
Description
Presenter
Human Resources
On Demand Subscription
Library Demonstration
Debbie Romero (Ellucian)
Human Resources
Supplemental Data Engine
Human Resources
Training Strategy
Keeping your staff up to date with continuous learning come see the new Delivery Platform for online Ellucian
Training
Learn how Kent State University uses the Supplemental
Data Engine module in Banner Human Resources. We'll
discuss both the setup and use, as well as many of the
solutions to issues that we encountered using the
Supplemental Data Engine. Uses in State reporting
purposes in NBAJOBS, PPAIDEN, and PTRBDCA
forms.
Do you have a Training Strategy for your staff? Please
join the discussion for how to get started with a plan.
Luminis
Luminis 5 Roadmap
What is new with Luminis 5? What is next? Migration
path from Luminis 4, connection with Ellucian Mobile.
Alan Hansen (Ellucian)
Luminis
Luminis 5.1 BOF
Jared Boehm (Kent State)
Reporting
Keep it Together. Better BI
With a Joint
Dictionary/Catalog/Request
System
Join us for an open discussion on Luminis, including
migrating from Luminis IV to 5 and highlights from
Ellucian Live.
Business intelligence gives users access to data and
establishes a shared understanding of data terminology,
sources, and functions. Developing documentation is
labor intensive, and updating it is a chore, especially
when it's not integrated into the rest of the reporting
environment. This presentation demonstrates how
Denison University designed and implemented a custom
wiki tool that integrates a data dictionary, report/data
request tracker, report catalog, and change management
system to keep everyone on the same page.
Reporting
KSU Cognos Karate Belt
Series: Encouraging
Employees to Master the Art of
Business Intelligence
Lisa Heilman & Tricia
Grove (Kent State)
Debbie Romero (Ellucian)
Aaron Fuleki and Meredith
Pritchard (Denison
University)
At Kent State, we needed a way to empower end users Francine Murphy (Kent
to create their own reports using Cognos. Learn how the State University)
Training Coordinator and the Reporting Team worked
together to create the Cognos Karate Belt System. This
system is a series of hands-on classes that are designed
to help Kent State University functional users learn
multiple report writing skills and best practices.
This session will go over the steps we used to create the
lessons and review some of the levels. This
presentation will be an overview of the resources we
used, staff we consulted, how we marketed the series
and lessons learned.
Reporting
OBUG*C Reporting Group
Reporting
Toad for Functional/Technical
Analysts – Expanding the
Reach and Collaboration
Student
Automating High School
Transcript Processing with
Parchment
Student
Banner XE - Student Profile
and Block Registration
Banner XE Registration – the
New User Experience
Student
Discuss Reporting issues, share solutions, and learn
Chris Muller and Becky
from your peers.
Benya (Kent State)
Demonstration of how the Dell Toad product family can John Nesbitt, Dell Software
provide the Technical Analyst ‘s the ability to reach the
necessary data, regardless of source (Oracle, SQL
Server, Excel, BI Solutions) to visualize, analyze, report,
export and collaborate. Including automation, dynamic
charting and visualization, publishing data sets and files
to a collaborative centralized server.
Learn how Parchment Premium helped Kent State
automate imaging high school transcripts and other
documents to save processing time, resources, and the
routing of paper documents. This project also included
Self Service Banner, Reporting, and Communication
pieces to make it a success.
The future of Banner Student XE - learn what is new
Dawn Sharnsky, Holly
Slocum, and Amy
Szydlowski (Kent State
University)
Ed Hauser (Ellulcian)
Banner Registration and Degree Works integration - the Ed Hauser (Ellulcian)
future of your student registration experience
Module
Title
Description
Student
Partnering on the Development
of Banner XE Advising/Student
Profile
Recruiter - the future of
Recruiting and Admissions
Learn about the progress and process of Advising
Banner XE Beta partnership efforts.
Student
Second Good Year with
Banner Self-Service Online
Application
Ohio Northern University just started its second year with Marcia Prater, Ohio
the Banner Self-Service Recruiting and Admissions
Northern University
Performance online application. We will share how we
created our online admissions application and what
changes we made in the second year. We will also
discuss the benefits of going straight to Banner.
Student
Student Birds of a Feather
Student
Student Schedule Planning:
Plays Important Role in
Graduation Initiative
Technical
Banner Data Defense
Come share experiences and brag about your success
stories
More and more institutions are striving to raise
graduation rates and increase service to their students.
With the common goal of helping students complete the
college educations that prepare them for the real world.
Mike Ayers, Director of Operations with College
Scheduler will speak of the programs in place to support
students achieving this goal. Looking at reports of the
student planning process will offer effective steps &
strategies to improve your current enrollment
management and registration practices. Assuring your
students have an efficient registration process to
maximize the potential of each semester can directly
attribute to increasing on-time graduation at your
institution.
Banner Data Defense - What the solution can do for you
Student
Presenter
Joanna Liedel, Barb Boltz
and Gary Young (Kent
State)
Come see how Recruiter can enhance the effectiveness Timothy Enright (Ellucian)
of your recruiting and admissions process.
and Brian Geraghty
Collaboration, reporting and metrics to attract and admit (Ellucian)
the best students for your institution.
Ed Hauser (Ellulcian)
Mike Ayers (College
Scheduler)
Technical
Michele Tursi, Mike
Kennedy (Ellucian) and
Bob Zeolla (Oracle)
Banner Exadata
Ellucian and Oracle co-present the option of Exadata for Michele Tursi, Mike
your Banner enviornment.
Kennedy (Ellucian) and
Bob Zeolla (Oracle)
Banner XE Technical Update The nuts and bolts - or the groovy and grails of Banner
Alan Hansen (Ellucian)
XE
Banner XE Update - Roadmap Banner XE - where we are and what is next.
Alan Hansen (Ellucian)
Technical
XE Training Investigation
Technical
Technical
Discuss value of a Technical Workshop for XE
Application Development
Ellucian Mobile App – Platform The UD Mobile Apps team will be launching a pretty
Edition
robust mobile application built on the Ellucian Mobile
platform. Go live will be in February.
Ellucian Mobile gets you closer Go Mobile - how to be in the palm of the hands of your
students
Evolution of Workflow at Kent Timeline and quick overview of our workflows that will
State, from Vanilla to MVC
highlight improvements we made in technology,
development lifecycle, and lessons learned along the
way.
Birds of a Feather - Academic birds of a feather session on Powercampus Academic
Records in PowerCampus
Records
Andrea Nunley (Kent
State)
Mark Lamana (University
of Dayton)
PowerCampus
Dynamics GP Business Portal Discuss how to leverage the power of the GP Business
portal for Finance.
Ellucian Mobile for
A PowerCampus school experience with Ellucian Mobile.
PowerCampus
Ellucian Unified Portal Strategy Ellucian Unified Portal from beta to production
PowerCampus
PowerCampus BOF
Mark Kolenz (University of
Mount Union)
Brian Rellinger at Ohio
Wesleyan University
Scott Ginder (University of
Mount Union)
Lori Mauthe (Ellucian)
Technical - Mobile
Technical - Mobile
Workflow
PowerCampus
PowerCampus
PowerCampus
Time to talk about PowerCampus at your Institution
Michele Tursi, Mike
Kennedy (Ellucian).
Tony Laurene (Kent State
University)
Wendy Lewis (University of
Mount Union)
Module
Title
Description
PowerCampus
Upgrading Powercampus &
Self Service
Our process for upgrading PowerCampus and SelfService
PowerCampus
Use PowerUp to Import New
Students
Presenter
Mark Kolenz and Scott
Ginder (University of Mount
Union)
Learn about setting up and using PowerUp to import new Dave Bernat (University of
students.
Mount Union)