2017 Sessions

Alumni Relations & Fundraising
Analytics & Reporting
Business & Finance
Enrollment Management & Student Services
Financial Aid
General Interest
Human Resources
Information Technology
Strategy & Planning

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  Alumni Relations & Fundraising

Alumni Relations & Fundraising Roundtable (B/C) - Moderator TBA
Join your fellow alumni relations and fundraising professionals for a networking session to share best practices, policies, tools of choice, and the success and challenges in meeting the alumni relations and fundraising needs specific to your institution.

Implementing Advancement Metrics (B/C) - Capt. Mark Ellis, Whitworth University
There are many valuable metrics for analyzing giving and donor inclinations, and in this session we'll look at moving from a conceptual view to practical implementation. We'll review the algorithms and specific data items used, as well some ideas for set-up, and we'll end with a shared discussion. This session will focus on giving metrics rather than on specific processes, and should be relevant to anyone who is implementing advancement metrics.

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  Analytics & Reporting

A Look at How Peer Institutions Have Improved Reporting with Evisions Argos (B/C) - Susy Jonsen, Evisions
Hundreds of colleges and universities have found an easier, quicker way to run reports, visualize data, and boost institutional insights with Evisions Argos. Learn how peer institutions are getting timely and accurate information through reporting made simple. This session will examine how current Argos users are going beyond basic reporting with easy-to-use tools such as Dashboards, DataBlocks, and Banded Reports. See how they’re using Interactive Charts, OLAP Cubes, and the new DataBlock Connector to enhance their reporting capabilities and improve visibility throughout their institutions. If you are using Colleague® by Ellucian or Banner by Ellucian and are involved in some aspect of reporting – from creating, to running, to reading reports – come see how Argos can get you the data you need when you need it, empowering you to make timely, better-informed decisions.

Analytics & Reporting Roundtable (B/C) - Moderator TBA
Join your fellow data professionals for a networking session to share reporting practices, tools of choice, and the successes and challenges in meeting the information and analytical needs of your institution.

Enterprise Reporting with ODS (B) - Michael Hansen, Oregon State University
How we implemented ODS successfully. What we did and how we implemented ODS, problems encounters, solutions discovered.

Implementing Dashboards at your Campus (B/C) - Steve Thatcher, A. Lange Consulting, LLC
Do you need dashboards at your campus, but don't know where to start? Like all technology projects, designing dashboards involves much more than just purchasing new software. Thoughtful consideration must be given to each step in the process, including your data metrics, process, and people. This session will explore the principles and proven methods for a successful dashboard project.

Position Security in ODS / Reporting (B) - Diana Lindsley, Oregon State University
How we designed and implemented position security in our reporting system. No longer are users required to submit security requests - security to reports is granted automatically based on position; when a person changes positions, their access automatically changes.

Reporting at OSU - How We Are Getting 'One Version of the Truth' (B) - Diana Lindsley, Oregon State University
How we developed and implemented our CORE reporting system - a major change from the old data warehouse model. Getting to 'one version of the truth' - developing common reports, access rights, This was a major cultural change for OSU. How it has impacted users and how we did it.

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  Business & Finance

Budget Application / Kaufman Hall Axiom (KHA) (C) - Phil Varrick, Dave Sorensen, Courtney Smith, Brandon Bloomquist, & Todd Weinstein, College of Western Idaho
CWI will have finished implementing the Budget Planning and Reporting suites of the KHA application. It is a very robust Budget planning, forecasting and report application we have over layed on our Colleague system. We will be implementing two more suites from KHA during the later half of the year.

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

Electronic Check Reconciliation in Minutes! (C) - Rex Burch, The College of Idaho
Are you tired of spending hours each month doing your check reconciliation? We'll show you how to do your one-time setup in less than an hour, and then let Colleague do the rest in minutes each month. Setup instructions, a convenient conversion application, and documentation will be provided.

How Can You Know Where You Are Going (If You Don't Know Where You've Been)? (C) - David Morelli, Pacific University
When a department requested a view of the five years of actual expenses on the same table that could be downloaded to Excel, we said "Sure. Do you want it sorted by Department/Object or Object/Department?". When another department requested that the view be for Year To Date rather than Year End numbers, we said "Sure. Do you want to be able to look at arbitrary dates in the Fiscal Year?".

Power UP Colleague by Ellucian (B/C) - Chris Beckstrand, ACI Worldwide
Power UP - with knowledge on all the Self-Service modules available to you today, including proxy payments, student finance, financial aid and student planning. Keep UP - with services already available to you within your current Colleague system. Learn about ACH disbursements. Gear UP - with a business case for utilizing Ellucian for all of your campus eCommerce needs. Consider moving to a service fee or split fee model to save up to 94% of tuition payment processing costs.

Providing Payment Options for your Campus Community – While Keeping Your Sanity (B/C) - Eileen Gazzuolo, Blackboard Transact / Cashnet
As schools look for ways to boost retention rates and student success, and students struggle to meet increasing costs, alternative payment methods have emerged to keep up with these unique demands. Payment plans, wire transfers, 529 plans, and international payments all offer both opportunities and challenges for campuses wanting to offer expanded payment methods to students and parents. Students live in a world of Paypal, Venmo, and Starbucks prepay and now also want the convenience of using their smartphone to conduct campus business. Join us as we discuss this changing payment world and students’ and parents’ swift adoption of a cashless campus.

Utilizing Form Fusion for Invoices, Reports, and Emails (B) - Mark Bierly, Oregon State University
Form Fusion can be your ally in creating desirable invoices and reports. Simply create a job submission that passes a .LIS text file to Form Fusion. We will walk through the steps to create an invoice, report, and email notification. We will share examples of how Form Fusion has been utilized at Oregon State University.

Using Point-of-Sale (POS) With Your TouchNet Marketplace (C) - Rex Burch, The College of Idaho
Ready to take your TouchNet Marketplace to the next level? See how POS units (both Desktop and Mobile) can speed up transactions, reduce errors, and meet your PCI compliance needs. In addition, we will be showing you how you set up your store and users to allow you to use this equipment after implementation.


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  Enrollment Management & Student Success

Banner Registration 9: Modernizing the Student Experience (B) - Rusty Horton, Pacific Lutheran University
Pacific Lutheran University recently implemented the XE registration 9.x product. This product offers a modern online experience and has a transformative effect on the student experience in registration. Come and learn about the implementation and roll out experience from the perspective of a funky tech in the Registrar's office. Product features as well as tips for a smooth launch will be discussed.

Ellucian eTranscripts: A Functional User's Guide to Implementation (B) - Rusty Horton, Pacific Lutheran University
Pacific Lutheran University (PLU) has enhanced its partnership with the National Student Clearinghouse to include implementation of the Ellucian eTranscripts solution. Come and learn about the implementation process from the perspective of a funky tech in the registrar's office. Session includes tips, tricks, and pitfalls to avoid in order to have a successful implementation and roll out. Although Ellucian eTranscripts is usable for Colleague and Banner, PLU is a Banner school, and this presentation will be Banner specific.

Engage Students AND Cut Catalog Production Time in Half (B/C) - Christy Wessel, Digarc
Learn how schools of all sizes have used their academic catalogs to turbo-charge student engagement while slashing production time in half. There is a better way. We'll show you how nearly five hundred institutions efficiently manage their catalog with record speed, turning it into a powerful marketing tool to attract, retain and interact with students using the 21st-century tools they demand.

Enrollment Management & Student Success Roundtable (B/C) - Moderator, TBA
Join your fellow enrollment services professionals for networking and discussions of best practices in areas such as Admissions, Registrar’s, Degree Audit, Degree Works, Recruiting, Advising, and others.

Online Acceptance of Admission with TouchNet and Colleague Self-Service (C) - Steve Mason, Pacific University
Learn how Pacific University Oregon made the transition from paper-based acceptance of admission to online processes for undergraduate tuition deposits and financial aid. Benefits include an online PCI-compliant deposit payment process, easier access to online financial aid award processing, less work for the staff, faster entry into the advising and registration process, more transparency for the student’s family, and a sustainable paperless process.

The Layered Logic of Degree Requirements (C) - Mary Collins, Willamette University
You, your faculty, and your students long to be supported by clearly readable degree requirements . . . even (or especially) when the requirements are complex. Simultaneously, the logical structures available in Degree Audit aren't exactly an exhaustive set of options. But they're pretty good. Let me show you what I know.


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  Financial Aid

Financial Aid Roundtable (B/C) - Moderator TBA
Please join other financial aid professionals to network, discuss current topics and get tips from your peers.

SAP Basics - Karen Fobert, Lewis & Clark College, and Robin Polly, Pacific University
This session will discuss the basic set up of the Colleague Satisfactory Academic Progress module and how rules can help with the tracking of student's SAP progress. We will talk about tips and tricks in setting up the SAP module to accommodate your institutional and financial aid SAP policies and how to include other key institutional offices in your process.


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  General Interest

Banner 9 (XE) Basics (B) - Mark Bierly, Oregon State University
Are you one of the many schools scrambling to get ready for Banner 9? This session will be walking through the new interface and discussing the changes to navigation. We will include Application Navigator, new terminology, notification delivery, changes in queries and filters, and keyboard shortcuts.

Campus Scheduling Roundtable (B/C) - Mary Collins, Willamette University
Join your fellow schedulers for a networking session to share best practices, policies, tools of choice (EMS, 25Live, Outlook, etc.) the success and challenges in meeting the integration and scheduling (academic and campus) needs specific to your SIS and institution.

Communications Management Basics (C) - Tammy Robertson, North Idaho College
Communications Management is a powerful tool for managing and processing official college communications. However, it can also be overwhelming and daunting when getting started. This session will cover just the basics of Communications Management including document creation, batch processing, and when to use the Express Correspondence Processing Form (PCEX).

Excel Tips & Tricks (B/C) - Peter Morgan, Pacific University
50 tips (or so) in 50 minutes. We will move quickly through a wide range of nuisances and nuances. Come ready to share your favorites and frustrations.

HTML Email Tips & Tricks (C) - Tammy Robertson, North Idaho College, and Mark Kremkow, Clackamas Community College
North Idaho College and Clackamas Community College use HTML Email and Communications Management almost exclusively for official college communications. Come join this session for some tips and tricks for sending professional and branded HTML Emails and share some of yours too!

Series25 Campus Wide Scheduling and Calendaring (B/C) - Andrea Martin, CollegeNet
Come join a CollegeNET consultant as we introduce you to the Series25 Campus wide scheduling and calendaring solution. Topics to be discussed will include mobile scheduling, classroom optimization, interfacing to Banner, Colleague and PowerCampus, publishing master calendars and more.

The Next Generation of Paperless: Beyond Imaging (B/C) - Tom O'Rourke, Softdocs
The idea of of the 'paperless institution' has evolved over the years. From basic imaging and paper file conversions, to modern day enterprise content management platforms, schools are looking for technology to help meet growing demands from students and staff alike. Their expectation for immediate access to relevant content from any device at any time is forcing institutions to eliminate paper and create a true centralized repository for information. Join us for a look at best practices around automating common HR, finance and student services processes to assist in creating a campus-wide 'paperless' initiative.


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  Human Resources

HR/Payroll Roundtable (B/C) - Sandra LeHoullier, Linn-Benton Community College
Join HR professionals to discuss current HR issues and best practices, and get some insights to deal with day-to-day challenges. Some possible topics are complying with policies and procedures using Banner and the American Health Care Act compliance using Colleague.

Monitorying Adjunct Faculty - Hours, Step Advancement and Payroll (B) - Catherine Williams, Sandra LeHoullier, & Kelli Dunleavy, Linn-Benton Community College
Come learn from us how LBCC moved from an entirely manual (and tedious) process of calculating hours worked, step advancement, backing into a contract and manual payroll authorizations to an automated process using Banner.

Part-Time Faculty Compensation System (B) - Catherine Williams, Sandra LeHoullier, Kelli Dunleavy, & Teresa Woods, Linn-Benton Community College
Before FLAC was available, Linn-Benton invested in automating a relatively complicated Part-time Faculty Compensation system. LBCC built net new functionality to populate classes from the schedule of classes, assign salary from Banner tables and the instructor’s calculated current step , calculates worker comp and populates the deduction record in Banner calculates PERS and ACA hours, allows instructor substitute assignments, and creates compensation records in Banner. Come see how we have done it!


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  Information Technology

Colleague Technical Client Advisory Board Forum (C) - Kathy Tymoczko, Lewis & Clark College & Celeste McCormick, Lewis-Clark State College
Programmers and system administrators who support Colleague by Ellucian are invited to meet with members from the Colleague Technical Client Advisory Board to share feedback and help set priorities.

DB Monitor (B) - Roger Coston, Vipul Saxena, & Jesse Glaves, Gonzaga University
Browser-based application monitors all kinds of databases (DB2, Oracle, MSSQL, MySQL, MongoDB).

How to Customize Self-Service (C) - Looking for Presenter(s)
Best practices on how to customize Self-Service. This is session request – please contact us at nweug@nweug.com if you are interested in presenting.

Information Technology Roundtable (B/C) - Moderator TBA
Join your fellow IT professionals for a networking session to share ideas, best practices, problems, and the successes and challenges in meeting the technology needs of your institution.

Manage User Access in a Dynamic Colleague by Ellucian Environment (C) - Steve Mason, Pacific University
Managing security access in a dynamic enterprise resource planning (ERP) environment can be challenging. While we often place emphasis on new security access, we tend to overlook the importance of reviewing the security access of current users. In this roundtable session we will discuss best practices in the Colleague by Ellucian environment. This is a clone of a very popular and lively session at Ellucian Live 17.

Tips and Tricks for Colleague Administrators (C) - Kathy Tymoczko, Lewis & Clark
Even if you've taken the Ellucian Colleague Administration courses, there are plenty of maintenance tasks that Colleague administrators must do. Learn more about files to purge, auditing security assignments, record-level and field-level security, transaction auditing and more.

Transforming the Mobile-First Student Experience (B/C) - Tim Egan, DubLabs
Today, students rely on their mobile devices more than ever. In response, some colleges and universities have rolled out multiple mobile apps, but haven't looked at the mobile channel strategically. Hear how several NWEUG schools have rethought their mobile strategies by integrating Banner, their LMS and other enterprise systems to help mobile-first students succeed.

UI 5.X - Deployment and Transition (C) - Kathy Tymoczko, Lewis & Clark College; Mike Osterman, Whitman College; and Rich Hinz, Whitman College
Join us for this panel discussion on learning best practices for deployment of UI 5.X, including running side by side with UI 4.6, nuts and bolts of implementation, and philosophy of continued use of 4.6 alongside 5.X.


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  Strategy & Planning

Managing a Banner Baseline Project (B) - Gabriel Williams, Linn-Benton Community College
As institutions move from Banner 8 to 9, we are having to reevaluate how much we invest in making changes to the product. At LBCC we took on a project with the goal of removing 100% of those changes. This presentation will show how we were successfully able to do that. Topics covered will focus on project management, change management, and IT leadership.

Strategy & Planning Roundtable (B/C) - Moderator TBA
Join your fellow strategy and planning professionals for a networking session to share best practices, policies, tools of choice, and the success and challenges in meeting the alumni relations and fundraising needs specific to your institution.


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Preliminary Conference Schedule subject to change. Please visit often!