PABUG’s
Guide to Conference Planning
and Establishing a Successful
Non-Profit 501(c)
(6) Organization
PABUG Officers, Special Resources, and
Track Leaders
2015
16th Annual PABUG Conference
General Announcements:
• Please turn off all cell phones/pagers
• If you must leave the session early,
please do so as discreetly as possible
• Please avoid side conversations
during the session
• Questions will be answered …..
Thank you for your cooperation
2015
16th Annual PABUG Conference
PABUG
• Officers
• Special Resources
– CPE Coordinator
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Track Leaders
Hotel and Technology Liaisons
Board of Directors
Professional Technology Developers
Accountants
Constitution
Truly a Team Effort!
2015
16th Annual PABUG Conference
PABUG
• OfficersPresident
2015
President
Rhoni Ryan
Swarthmore College
rryan1@swarthmore.edu
Provides leadership in accordance with the
organization’s constitution. Manages all
organizational event planning efforts such as the
Annual Fall conference and provides direction to
the Track Leaders and Special Resources
personnel.
Vice President
Michael White
Slippery Rock
michael.white@sru.edu
Assists the President and serves as the President
Elect. Manages organizational event planning
efforts such as the Annual Fall conference and
provides direction to the Track Leaders and
Special Resource personnel.
Treasurer
Alice Faraone
Villanova University
Alice.Faraone@villanova.edu
Manages the organizations financial affairs,
disburses funds for Officer approved
organizational related events.
Secretary
Amy Hooper
Drexel University
arh99@drexel.edu
Provides organizational support for
correspondence and administrative efforts
regarding events and meetings with the Officers,
Track Leaders and Special Resources personnel at
the request of the President.
Past President
Dorie Minich
Dickinson College
minichd@dickinson.edu
Participates with Officers, Track Leaders and
Special Resources personnel for organizational
related events. Provides applicable advice and
support to the President and Officers as required.
16th Annual PABUG Conference
PABUG
• Special ResourcesPresident
Ellucian Account Manager
Kevin Waterman
Ellucian Account Manager
Kevin.waterman@ellucian.com
Ellucian Client Partner, Helps coordinate Ellucian
employee representation at PABUG events.
Ellucian Resource Coordinator
Manny Pena
Lehigh University
mjp8@lehigh.edu
The organization liaison with Ellucian. Manages the
effort to gain Ellucian support and participation in
PABUG events.
Conference Coordinator
Cathy Connor
Villanova University
Catherine.connor@villanova.edu
Manages efforts associated with conference
planning and execution.
Cindy Bilger
Bucknell University
cbilger@bucknell.edu
CPE Coordinator
2015
Kim Fremont
Swarthmore College
kfremon1@swarthmore.edu
Administers CPE credit program for the organization.
Duties include: Advising the executive committee on
all matters CPE, managing organization CPE
licensing, communicating with state CPE board on
behalf of the organization, review and designation
of CPE course offerings, administration of course
attendance record keeping, filing of CPE credit
information with the state board and oversight of
CPE credit certificate provision
16th Annual PABUG Conference
PABUG
• Special ResourcesPresident
Registration Coordinator
Beth Hess
Saint Joseph’s University
hess@sju.edu
Manages conference registration. Assists with conference registration
John Wyschynskyj
Saint Joseph’s University
zjw@sju.edu
2015
Vendor Coordinator
Jane Gilbert
University of Pennsylvania
jgilbert@upenn.edu
The organization vendor liaison. Manages the effort to gain vendor
support and participation in PABUG events
Web Communications Coordinator
Terry Beard
Dickinson College
beardt@dickinson.edu
Responsible for coordinating PABUG.org communication and web
updates with Web Technical Coordinator. Responsible for all
communications with PABUG listserve emails, LinkedIn and Twitter
announcements. Responsible for maintaining Ellucian eCommunities
PABUG presence and all presentation uploads
Web Technical Coordinator
Dorie Minich
Dickinson College
minichd@dickinson.edu
Mobile Coordinator
Jonathan Wheat
JCMP Labs
jwheat@jcmplabs.com
Manages PABUG website for webpage upgrades, plugins management,
template, etc. Responsible for listserve membership management,
upgrades etc. Responsible for hosting site management. Responsible for
user access/security for LinkedIn, DropBox & website. Responsible for
domain management.
Develops mobile applications for the PABUG organization, primarily for
the annual fall conference.
16th Annual PABUG Conference
PABUG
• Track Leaders
Accounts Receivable
Admissions
Focus on effective use and management of Ellucian administrative technology and other associated products in conjunction with
the accounts receivable business process.
Focus on effective use and management of Ellucian administrative technology and other associated products in conjunction with
the admissions and enrollment management business processes
Advancement
Focus on effective use and management of Ellucian administrative technology and other associated products in conjunction with
institutional advancement and college relations.
Finance
Focus on effective use and management of Ellucian administrative technology and other associated products in conjunction with
financial operations.
Financial Aid
Focus on effective use and management of Ellucian administrative technology and other associated products in conjunction with
financial aid.
Human Resources
Focus on effective use and management of Ellucian administrative technology and other associated products in conjunction with
human resources and payroll
Leadership
Focus on topics such as leadership, project management, team building, management issues etc. for those individuals in or aspiring
to be in a leadership position.
Mobile
Focus on the effective use and management of mobile products and other associated technology solutions.
Portal
Focus on the effective use and management of portal products and other associated technology solutions.
Student
Focus on effective use and management of Ellucian administrative technology and other associated products in conjunction with
business processes typically conducted by the student registrar or academic affairs offices
Technical
Focus on the effective use and management of Ellucian and associated technology solutions from the technical standpoint. Specific
disciplines represented: Database Administration, Application Development, Data Warehousing, Data Architecture, Project
Management, and other associated disciplines.
2015
16th Annual PABUG Conference
PABUG
• Hotel and Technology Liaisons
2015
Harrisburg/Hershey Holiday Inn
in Grantville PA
Ron Hess
Manages all Hotel & Food logistics and coordinate with PABUG
Conference Coordinators and entire Planning team
MultiMedia Staging, Inc.
Barry Bedford
Manages all A/V requirements for PABUG Conference
16th Annual PABUG Conference
PABUG
• Board of Directors
Bucknell University
Cindy Bilger
cbilger@bucknell.edu
Messiah College
California University of
Pennsylvania
Brian Kraus
kraus@calu.edu
Millersville University of Imre Gajari
PA
Imre.gajari@millersville.edu
Community College of
Philadelphia
Jody Bauer
jbauer@ccp.edu
Philadelphia College of
Osteopathic Medicine
johnha@pcom.edu
Delaware County Comm George J. Sullivan
College
gsullivan@dccc.edu
Dickinson College
Jill Forrester
forrestj@dickinson.edu
Drexel University
Bebe Daily
bd32@drexel.edu
Duquesne University
Paul Allison
allison@duq.edu
East Stroudsburg
University
Bob D’Aversa
rfdb@po-box.esu.edu
Edinboro University
Sallie Terpack
terpack@edinboro.edu
Harrisburg Area
Community College
Peter Chanda
ppchanda@hacc.edu
Immaculata University
Grant Davis
John Luft
John Haydt
jluft@messiah.edu
Saint Joseph’s University Beth Hess
hess@sju.edu
Shippensburg University Dennis Mathes
dhm@ship.edu
Swarthmore College
Rhoni Ryan
rryan1@swarthmore.edu
Temple University
Barbara Dolhansky
barbarad@temple.edu
Thomas Jefferson
University
Eric Richardson
eric.richardson@jefferson.edu
gdavis@immaculata.edu
University of
Pennsylvania
Jane Gilbert
jgilbert@upenn.edu
Indiana University of PA Jeff Montgomery
jmontgom@iup.edu
University of Scranton
Cindy Hricko
hrickoc1@scranton.edu
Lafayette College
Paulette Poloni
polonip@lafayette.edu
Villanova University
Catherine Connor
Catherine.Connor@villanova.edu
La Salle University
Alicia Stonesifer
stonesifer@lasalle.edu
Lehigh Carbon
Community College
Don Thaler
dthaler@lccc.edu
Wilkes University
Cheryl Yustat
cheryl.yustat@wilkes.edu
Lehigh University
Manny Pena
mjp8@lehigh.edu
York College
Brian Smeltzer
bksmeltz@ycp.edu
2015
16th Annual PABUG Conference
PABUG
• Professional Technology Developers
JCMP Labs
2015
Jonathan Wheat
Develops mobile applications for the PABUG organization, primarily for
the annual fall conference. Also developed custom PABUG session
entry and schedule building application. Looking to work with Jon in
the future to improve Registration process as well.
16th Annual PABUG Conference
PABUG
• Accountants
ATA Financial Group, LLC
1044 Third Street, Whitehall, PA 18052
Phone: 610.433.3866 Fax: 610.433.0498
Responsible for PABUG organization annual tax filing and responsible
for helping establish official 501(c)(6) PABUG organization.
– Initial filing: IRS required that PABUG file tax returns for the previously 3
years
• Needed to provide the following:
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Name of the person currently in charge of the checkbook (Treasurer)
Bank statements
Address of where the checkbook and bank statements are physically kept
Telephone number of Treasurer
Name of the person that will sign the returns (President or Treasurer, but could be any
officer, we chose President)
– Ongoing…PABUG will file yearly tax returns via ATA Financial Group
2015
16th Annual PABUG Conference
PABUG
• Constitution
– http://pabug.org/mission-statement/constitution/
• ARTICLE II Mission Statement
– The purpose of this organization is to develop and maintain a network
of Pennsylvania Higher Education Institutions who use Ellucian Banner
software. PABUG will promote effective use of Ellucian Banner
technology, within each member institution by:
• Maintaining a web site: http://pabug.org, and on eCommunities.
• Establish and maintain a mailing list in order to facilitate communications.
• Exchange of information among users through personal relationships,
presentations, discussions, formal and informal meetings, and online venues
so as to act as a collective voice to influence the Ellucian product and policy
direction.
• Constitution changes occur at the May retreat
2015
16th Annual PABUG Conference
PABUG
• Yearly Routine
– 2 Day Planning Retreat (typically in May)
• Day 1: Officers, Special Resources retreat
• Day 2: Officers, Special Resources, Track Leaders retreat
– Bi-weekly phone conference calls with entire planning
group starting in June through November
– Hotel Planning (typically in October)
• Meet with Hotel Staff and conference A/V Staff a month before
the annual conference
– Hotel walk-through the night before the conference begins
with Hotel staff, Officers and Special Resources
– Final wrap-up conference call in December
2015
16th Annual PABUG Conference
PABUG
• They say “it takes a village” and the PABUG is
no exception!
2015
16th Annual PABUG Conference
Open to the Floor
• Questions
• Comments
2015
16th Annual PABUG Conference
Please take time to complete our
Conference and Session
evaluations.
YOUR INPUT MATTERS!!!
2015
16th Annual PABUG Conference