SIGConnect Agenda

Using ISE Enterprise Schedule to Enhance Banner Financial Aid

Banner Financial Aid

ISE Enterprise Schedule is an affordable and increasingly popular automation solution. Examples of some of its features and uses for Financial Aid automation will be shown, followed by a mini-roundtable session where participants are welcome to discuss their own experiences.

Session Length: 50 minutes

Presenter: Griffin Mitchell

Planning your Ellucian Experience Implementation

Ellucian

Review project aspects that clients should factor in as they plan out their Ellucian Experience implementation project. Project factors topics : project scope drivers, current and future state benchmarking, identifying internal and external resources & skillsets needs, Experience Foundation vs. Premier licensing models & Ellucian SaaS.

Session Length: 50 minutes

Presenter: Alice Kim

Roundtable: Banner Technical

Banner, Technical

Join us for a discussion on Banner from a technical perspective.

Session Length: 50 minutes

Facilitator: Marianne Gillfillan

Roundtable: Let’s Talk Position Health

Banner HR/Payroll

Do your budget feeds to finance get deleted at the doorstep (GUPDELT before FURFEED)? Do you wish you could better rely on the budgets you see in your position budget form? Do you wish rolling budgets from one fiscal year to the next could be simplified? Let’s spend a little bit of time together talking about some of the pain points our community encounters when it comes to Position Health. Hear from SIG as well as your fellow schools how they maintain a healthy position budget environment. This roundtable isn’t just for schools who struggle with this facet of Banner, but it’s also for those who find their experience to be successful – those who feel their stories of struggle can help others.

Session Length: 50 minutes

Facilitator: Brett Reich

SCACSCY Enhancement and SSRROLL

Banner Student

Use SCACSCY page to mass update the schedule data in case a course catalog edit has been performed for that course. And a reminder that SSRROLL allows you to update the sections from the catalog when you roll the schedule.

Session Length: 15 minutes

Presenter: Kimberly Saving-Sherman

Structured Registration

Banner Student

A demonstration of the Structured Registration user interface student experience in Banner Self Service Registration. Students will choose courses from a hierarchical tree view of courses based on what their program allows.

Session Length: 15 minutes

Presenter: Rita Pettine

SSB New Features

Banner Finance

Overview of new features in SSB9 for Finance.

Session Length: 30 minutes

Presenter: Fred Blythe

Using Banner AR Comments

Ellucian Banner

We will review effective ways to use AR comments to document interactions with students as well as increase communication between the AR staff.

Session Length: 30 minutes

Presenter: Brenda Gilmore

Expanded Dual Enrollment Utilizing Datasets and Entities

CRM, Banner, Slate

See how colleges are leveraging dataset portals to empower counselors in dual enrollment. Students picking classes from a dataset and writing to an entity for direct registration in Banner.

Session Length: 50 minutes

Presenter: Kathryn Lucas

Roundtable: Changes in TDClient

Banner Financial Aid

A brief discussion of the new version of TDClient and the new SAIG-FTI mailbox.

Session Length: 50 minutes

Facilitator: Griffin Mitchell

Roundtable: Banner SaaS

Ellucian Banner, Enterprise Solutions, Banner SaaS

Join SIG and peers for a roundtable discussion about Banner SaaS. Topics may include questions to ask during sales process and what to expect during an implementation.

Session Length: 50 minutes

Facilitator: Adam Travis

Banner FMLA: Getting Rid of your Spreadsheets

Banner HR/Payroll

We will discuss entering active data into the Banner FMLA forms, and the reporting needs to extract information from Banner.

Session Length: 50 minutes

Presenter: Ali Penton

Roundtable: All Things Bursar

Banner Student

Join this interactive session for a roundtable discussion on the latest trends, challenges, and best practices in the world of higher education bursars. Share your insights and learn from fellow professionals as we explore key topics and solutions.

Session Length: 50 minutes

Facilitator: John Brown

Ellucian Experience Content Planning

Ellucian

Things to consider when defining your content build scope for an Ellucian Experience implementation. Factors can include : current portal/ dashboard / mobile implementations, Banner 9 SSB and or Colleague WebAdvisor functionality, APIs, cards vs. pages content presentation, Experience Foundation vs. Premier licensing options.

Session Length: 50 minutes

Presenter: Alice Kim

CPoS

Banner Financial Aid

Course Program of Study regulations include requirements that are not managed by Banner. Join this Lunch & Learn session to learn about relevant regulatory interpretations and how they might impact your school.

Session Length: 30 minutes

Presenter: Mary Krallman

AR Quick Tips

Banner Student

Review of techniques that will save time/effort when working with the AR system.

Session Length: 15 minutes

Presenter: Brenda Gilmore

Gender X Enhancement

Banner Student

To ensure that all persons, including transgender, gender non-conforming, and non-binary persons’ identities are fully reflected and represented in the institution’s system, Ellucian provides the option to configure and assign a new gender X code for a user’s legal sex.

Session Length: 15 minutes

Presenter: Kimberly Saving-Sherman

Structured Registration

Banner Student

An overview of the functionality of Structured Registration and a demonstration of the Structured Registration user interface student experience in Banner Self Service Registration. Students will choose courses from a hierarchical tree view of courses based on what their program allows.

Session Length: 50 minutes

Presenter: Rita Pettine

Banner Communication Management (BCM) for Banner HR/Payroll

Banner, BCM, HR/Payroll

In this session you will learn all about BCM’s possibilities to support your Banner HR/Payroll system. From keeping your EPAF approval system fluid to enhancing notifications for Web Time Entry, this session will cover what ideas we currently utilize, but will also encourage you to contribute some ways you wish communication could improve in the system.

Session length: 50 minutes

Presenter: Brett Reich

Banner Communication Management for Banner HR/Payroll

Banner HR/Payroll

In this session you will learn all about BCM’s possibilities to support your Banner HR/Payroll system. From keeping your EPAF approval system fluid to enhancing notifications for Web Time Entry, this session will cover what ideas we currently utilize, but will also encourage you to contribute some ways you wish communication could improve in the system.

Session length: 50 minutes

Presenter: Brett Reich

Calculated Drop Configuration

Banner Student

Implementation and maintenance of the Calculated Drop functionality of Banner Student.

Session Length: 75 minutes

Presenter: Jacob Jones

Repeat Processing

Banner Student

A look at using Repeat Processing for both registration and end-of-term processing (GPA).

Session Length: 75 minutes

Presenter: Angie Cumming

AR/Finance Reconciliation

Banner Student

Explore the critical process of reconciling accounts receivable with your finance records. We’ll delve into best practices for ensuring accuracy, resolving discrepancies, and maintaining financial integrity.

Session Length: 75 minutes

Presenters: Brian Nolan, John Sicat

Waitlisting

Banner Student

Implementation and maintenance of Course Waitlisting.

Session Length: 75 minutes

Presenter: Deborah Gilliand

The Evolving Banner Ecosystem

Banner

We will explore new functionality for Banner, where new features are replacing existing, and what is needed to leverage it. Discussion will examine why an institution might need Ethos and Experience to unlock the power of Banner now, or in the future. We will consider the challenges and opportunities institutions (and each of us individually) face as the ecosystem continues to evolve quite rapidly.

Session Length: 75 minutes

Presenter: Adam Travis

SSB Requisitions

Banner Finance

Overview of My Requisitions in SSB9 for Finance.

Session Length: 30 minutes

Presenter: Fred Blythe

Roundtable: Registrar

Banner Student

Interactive session for registrars to discuss challenges, latest trends, and best practices.

Session Length: 50 minutes

Facilitator: Kyle Jackson

Make the Most of your ESM Environment

DBA

ESM is more than just a tool to run Banner upgrades. It’s an environment that can be utilized to efficiently work through the Banner upgrade lifecycle. From Documentation to Deployment we’ll show to to shorten the timeline from announcement to go live.

Session Length: 50 minutes

Presenter: Marianne Gillfillan

Roundtable: Banner Communication Management for HR – What are your Ideas?

Banner

Your institution already owns BCM. Heck, BCM is free to use! BCM is a module often used by other Banner modules. But it’s something not often implemented by HR and Payroll departments. Why is that? Typically, it’s simply due to resource allocation for student needs. But BCM is very useful in the HR world as well. Let’s talk about what ways you wish you could automate communications to the employees you serve. Let’s also talk about what BCM communications your institution already uses that you feel could benefit other schools. Our time together will consist of discussing new ideas in hopes of triggering thoughts that users could bring up to the team that would reduce our communication workload and offload that to Banner’s own scheduling software.

Session Length: 50 minutes

Facilitator: Brett Reich

SSB Approvals

Banner Financial Aid

Overview of Approvals in SSB9 for Finance.

Session Length: 30 minutes

Presenter: Fred Blythe

Employee Self-Service 9.X – You Waited Long Enough!

Banner HR/Payroll

In this session you will learn all about ESS9, how it came about what it can do for HR/Payroll and Budget office. And how it can empower your employees.

Session Length: 30 minutes

Presenter: Ali Penton

Faculty Feedback

Banner Student

Explore the savvy feature that allows faculty to provide feedback to administrators/advisors for students that may be at-risk.

Session Length: 30 minutes

Presenter: Deborah Gilliand

Integration Strategy Session

Technical

We will review the array of API options available when integrating with Banner for various needs; and look at how to determine the best options for your projects. Tools covered will include Ethos Data Model APIs, Business Process APIs, Ethos Integration, Ethos Data Connect, ERP APIs, PL/SQL, and more!

Session Length: 50 minutes

Presenter: Adam Travis

Roundtable: Financial Aid

Banner Financial Aid

Discussion and guidance for updating SQL rules and population selections based on Oracle table and column changes due to FAFSA Simplification.

Session Length: 50 minutes

Facilitator: Griffin Mitchell

Processing Banner Deposits

Banner Student

Soup-to-Nuts workshop on the set up and use of deposits.

Session Length: 75 minutes

Presenter: Kimberly Saving-Sherman

Introduction to Popsels

Banner Student

Walk-through demonstration of beginning popsels that will also include joins and variables.

Session Length: 75 minutes

Presenter: Deborah Gilliand

NSC Common Errors

Banner Student

Join us as we demystify the error messages for the National Student Clearinghouse and how that relates to data that has been placed into Banner. We’ll share interesting facts, tips and tricks that will be useful in completing your NSC reporting.

Session Length: 75 minutes

Presenter: Angie Cumming

Common BCM Campaigns for Registrars/Records

Banner Student

Learn all about BCM capabilities to support the Registrar’s Office and Advisors/Counselors in creating their targeted communications to students.

Session Length: 75 minutes

Presenter: Jacob Jones

Common Uses for Action Item Processing (AIP)

Banner Student

Discussion and demonstration of the common uses for AIP.

Session Length: 75 minutes

Presenter: Kyle Jackson

FUPLOAD – Using Excel for Large Journal Entries

Banner Finance

This informative session will provide Finance users with an understanding of how to set up and implement the Banner Finance Upload Process (FUPLOAD).

Key Highlights:

• Demonstrate preliminary set up in Banner
• Provide template for use in the process
• Provide the steps to set up the directory where the process will load the file
• Provide the steps to running the process

Session Length: 50 minutes

Presenter: Dennis Wilson

Banner 9 Timesheets: The Mystery Revealed

Banner HR/Payroll

An overview of the forms needed to establish Banner 9 timesheets using Self-Service Banner 9.

Session Length: 30 minutes

Presenter: Brett Reich

How to Edit/Remove Fields and Labels on SSB Pages

Banner Student

A demonstration of the tools available to changes to the fields, labels and tabs in SSB pages.

Session length: 75 minutes

Presenter: Jacob Jones/Kyle Jackson

Block Registration Basics

Banner Student

This is a quick guide to the pages and validation tables required to build registration blocks and have them assigned to students.

Session Length: 30 minutes

Presenter: Ellen Jetto

Ellucian Workflow Primer

Banner Workflow, Ellucian Workflow

Join us for a session where we will cover:

• Overview
• Key Features of Ellucian Workflow
• ProcessMaker Platform
• Ethos Integration
• Ellucian Workflow Resources
• ProcessMaker Resources

Session Length: 50 minutes

Presenter: Eric Wallace

Using Banner AR Comments

Ellucian Banner

We will review effective ways to use AR comments to document interactions with students as well as increase communication between the AR staff.

Session Length: 30 minutes

Presenter: Brenda Gilmore

AR Quick Tips

Banner Student

Review of techniques that will save time/effort when working with the AR system.

Session Length: 15 minutes

Presenter: Brenda Gilmore

Roundtable: Banner Communication Management for HR – What are your Ideas?

Banner

Your institution already owns BCM. Heck, BCM is free to use! BCM is a module often used by other Banner modules. But it’s something not often implemented by HR and Payroll departments. Why is that? Typically, it’s simply due to resource allocation for student needs. But BCM is very useful in the HR world as well. Let’s talk about what ways you wish you could automate communications to the employees you serve. Let’s also talk about what BCM communications your institution already uses that you feel could benefit other schools. Our time together will consist of discussing new ideas in hopes of triggering thoughts that users could bring up to the team that would reduce our communication workload and offload that to Banner’s own scheduling software.

Session Length: 50 minutes

Facilitator: Brett Reich

A Modern Business Intelligence Architecture

Business Intelligence

Tools and TData lakes, data warehouses, and all the other pieces of the modern, full-featured BI architecture puzzle.  What are all these pieces and how to they fit together?

Session Length: 50 minutes

Presenter: Richard Blevins

Roundtable: Business Intelligence Open Forum

Business Intelligence

Open discussion of any BI topics and challenges offered by forum participants.

Session Length: 50 minutes

Facilitator: Richard Blevins

Some Oracle SQL Tips and Tricks for Reporting View and Query Development

Business Intelligence

Presentation of several SQL tips and tricks, e.g., analytical functions, I have used to meet client reporting needs. 

Session Length: 30 minutes

Presenter: Richard Blevins

IBM Cognos Report Query Properties: Auto Group and Summarize Explained

Business Intelligence

Understanding the auto-group and summarize properties through examples. 

Session Length: 50 minutes

Presenter: Richard Blevins

Colleague Federal Work Study Reporting

Colleague Financial Aid

Review the new FWS Reporting requirement, how to complete it in Colleague, and lessons learned from the first reporting.

Session Length: 50 minutes

Presenter: Shannon Gallagher

Colleague Self-Service “Preferred Housing” Checklist Option

Colleague Financial Aid

Colleague Self-Service Financial Aid Checklist now includes an optional “Preferred Housing” item. Learn more about this new functionality as well as business process implications. 

Session length: 30 minutes

Presenter: John Windham

Colleague Self-Service “Preferred Housing” Checklist Option

Colleague

Colleague Self-Service Financial Aid Checklist now includes an optional “Preferred Housing” item. Learn more about this new functionality as well as business process implications.

Session Length: 30 minutes

Presenter: John Windham

Using Colleague’s New FAS24 Rule Evaluation Utility

Colleague Financial Aid

Learn more about Ellucian’s new tool for evaluating Colleague Financial Aid rules to prepare for 2024-25 FAFSA processing, including its capabilities as well as its limitations.

Session Length: 50 minutes

Presenter: John Windham

Self-Service Student Records Release

Colleague Student

Description:

Session Length: 50 minutes

Presenter: Joan Bowen

Advancement CRM Panel

CRM, Slate

Join this panel discussion of CRM experts and advancement consultants to discuss Slate Advancement: prospect features, exciting new additions, and value-added benefits by using SIG as your implementation partner.

Session Length: 50 Minutes

Facilitator: David Smittle

Expanded Dual Enrollment Utilizing Datasets and Entities

CRM, Banner, Slate

See how colleges are leveraging dataset portals to empower counselors in dual enrollment. Students picking classes from a dataset and writing to an entity for direct registration in Banner.

Session Length: 50 minutes

Presenter: Kathryn Lucas

Program Datasets for Complicated Applications

CRM, Slate

Complicated applications that require weeks of work when cycle prep comes around will be a thing of the past. Use a program dataset to drive complex logic off of the forms and into a dataset that can be utlized across programs. See how University of Washington Graduate School used a program dataset to bring over 500 programs requirements into a centalized process. A portal to allow users to manage deadlines, decision letters, reader permissions and much more.

Session Length: 50 minutes

Presenter: Jim Olick

Graduate to Streamlined Data Collection with FormAssembly

Enterprise Solutions, CRM, Salesforce

Description: Ready to graduate from your outdated, time-consuming data collection process? Explore the transformative impact of FormAssembly, a solution that has revolutionized universities like the University of Michigan, Harvard, Oxford, University of Florida, and more. Say goodbye to manual data entry, intricate coding, and nightmares of managing multiple forms. With FormAssembly, you can gain the power to quickly build and customize forms, seamlessly integrate them with Salesforce and other essential applications, and automate approval processes through efficient data workflows. Join us to learn how to ace your data collection experience and achieve operational efficiency

Session Length: 50 minutes

Presenter: Pratik Paun, Sr. Partner Account Manager

Roundtable: CRM

CRM

General session on what is new in CRM trends and where colleges should consider looking at CRM opportunities.

Session Length: 50 minutes

Facilitator: Brent Mellow

Roundtable: Slate Student Success

CRM, Slate

What’s new in Slate Student Success. Hear from Brian Regan and Ken Higgins on the latest trends.

Session Length: 50 minutes

Presenter: Brian Regan

Faculty Portals in Slate: A New Way to Give Controlled Access to Data

CRM, Slate

Look at how to use faculty portals to empower groups like athletics or faculty to recruit in a controlled manner. See how campus partners can email, text, and interact with users through a portal.

Session Length: 50 minutes

Presenter: Kathryn Lucas

Connecting the Campus: How Salesforce Unifies the Constituent Experience

CRM, Enterprise Solutions, Salesforce, Sponsor

Description:

Session Length: 50 minutes

Presenter: Adrienne D’Ambrosio, Claire Lewis, Dale Vander Wall

Delivering System Wide Solutions for Slate and banner Integration

CRM, Slate

This presentation will cover how SIG and Axiom have been working together to meet the unique needs of College System of Tennessee’s community and technical colleges.  Leveraging Slate, Axiom Elite, and Banner, we have worked to increase process efficiencies, optimize data management, and provide for the TBR/College System of Tennessee an environment where Slate can be scaled to a full-campus solution.

Session Length: 50 minutes

Presenters: Nicole Armezzani, Director of Client Success, Axiom

Banish meeting scaries and never miss a meeting again

Sponsor, Salesforce, CRM

Are you tired of missed student meetings and double bookings? Riva has been a trusted Salesforce partner for over 10 years and has helped tens of thousands of advisors and educators enrich the student experience with technology that adapts to any institution size and works in the background to keep all calendars 100% synced for accurate availability. Join our session and we’ll show you how!

Session Length: 50 minutes

Presenter: Becky Timmons, Account Executive at Riva International

The Oldest Trick in the Book is Still the Best Trick in the Book

Cybersecurity

Learn how social engineering attacks can be used to gain access to universities.

Session Length: 50 minutes

Presenter: Chris Horner

How I Stole Your Password

Cybersecurity

Passwords are used daily by us all to log in to our email, bank accounts, etc. The problem is most of us are going about passwords all wrong. This talk will focus on how hackers gain quick access to people’s passwords, and how you can prevent that from happening at both the organizational and personal level.

Session Length: 50 minutes

Presenter: Matt Schmidt

PCI 101

Cybersecurity

Is your university required to comply with PCI DSS? Join our 101 class taught by a PCI QSA for an introduction on how to scope an assessment, identify appropriate SAQ, and tips to minimize the requirements you must meet.

Session Length: 50 minutes

Presenter: Steve Tao

How I Hacked into a University

Cybersecurity

Recent tales from penetration tests, including common attacks and how to defend against them.

Session Length: 50 minutes

Presenter: Matt Miller

Roundtable: Penetration Testing

Cybersecurity

An open Q&A with SIG Cyber’s penetration test team. Learn how to best optimize your team to reduce risk, hear some stories from testing, and ask whatever you want.

Session Length: 50 minutes

Facilitator: JR Johnson

CISO Spotlight: Acing Your Penetration “Test”

Cybersecurity

Just like an academic test, your institution will get more out of penetration testing activities if you take the time to prepare in advance. This talk will take you behind the scenes of a penetration test to assist you with preparing your environment for both ethical and malicious hackers and removing the ‘easy wins’ from their toolkits. Additionally, we will cover the types of testing you should be considering as well as why monitoring testers as they perform their work is a benefit that many organizations miss out on.

Session Length: 50 minutes

Presenter: Brian Kirk

TOGAF Documentation

DBA

How to write appropriate high level design documentation for Cloud Implementation and the standards to use.

Session Length: 50 minutes

Presenter: Michelle Ly

Fine Grained Access

DBA

What it is and what it isn’t.

Session Length: 50 minutes

Presenter: Michelle Ly

Make the Most of your ESM Environment

DBA

ESM is more than just a tool to run Banner upgrades. It’s an environment that can be utilized to efficiently work through the Banner upgrade lifecycle. From Documentation to Deployment we’ll show to to shorten the timeline from announcement to go live.

Session Length: 50 minutes

Presenter: Marianne Gillfillan

Tomcat Deployments – Options and Upgrading to 9

DBA

Topics discussed will include moving to Tomcat 9 and the different ways to setup a tomcat environment. Efficiency of deployment/upgrade/rollout; container vs VM, shared tomcat homes, etc.

Session Length: 50 minutes

Presenter: Kristina Fordyce

OAS and TDE Setup/Configuration

DBA

Implementation of Oracle Advance Security options and TDE (Transparent Data Encryption) to encrypt data that users should only see if they have the rights too. 

Session Length: 50 minutes

Presenter: Michelle Ly

Configuring Degree Works for the Responsive Dashboard: Tips & Tricks

Degree Works

Join us for a session that will cover what’s new with the Responsive Dashboard compared to the Classic Dashboard and how to make the necessary configurations.

Session Length: 50 minutes

Presenter: April Martin

Planning your Ellucian Experience Implementation

Ellucian

Review project aspects that clients should factor in as they plan out their Ellucian Experience implementation project. Project factors topics : project scope drivers, current and future state benchmarking, identifying internal and external resources & skillsets needs, Experience Foundation vs. Premier licensing models & Ellucian SaaS.

Session Length: 50 minutes

Presenter: Alice Kim

The Value of Ellucian SaaS and the Path to Modernization

Sponsor, Ellucian, Enterprise Solutions

In this session, we will discuss how the Ellucian Platform facilitates digital transformation in higher education and what your modernization path will look like.

Presenters: Bill Henry (Ellucian)

Session Length: 50 Minutes

Setting Goals and Creating Your Data Governance/Data Intelligence Roadmap

iData Sponsor Session

Data Governance or Data Intelligence is often identified as a key initiative in an organization. However, many efforts to implement data governance encounter challenges in starting or maintaining momentum. Data governance success is often built from having a good assessment of your organizations’ strengths, having clear actionable goals, and a pragmatic roadmap for implementation. This session will cover best practices for creating your data governance roadmap.

Covered in this session:

• Current-state data governance assessment strategies
• Developing data governance recommendations
• Defining the scope and prioritizing which recommendations to implement
• Defining the scope(s) of your data governance initiative with prioritization
• Building an actionable data governance plan and moving from planning to doing
• Maintaining momentum and buy-in
• Measuring success and return-on-investment

Attendees will get access to a sample assessment workbook. Hope you can join us on this important topic.

Session Length: 50 minutes

Presenter: Brian Parish, CEO and Founder of iData

Roundtable: Banner SaaS

Ellucian Banner, Enterprise Solutions, Banner SaaS

Join SIG and peers for a roundtable discussion about Banner SaaS. Topics may include questions to ask during sales process and what to expect during an implementation.

Session Length: 50 minutes

Facilitator: Adam Travis

Ellucian Experience Content Planning

Ellucian

Things to consider when defining your content build scope for an Ellucian Experience implementation. Factors can include : current portal/ dashboard / mobile implementations, Banner 9 SSB and or Colleague WebAdvisor functionality, APIs, cards vs. pages content presentation, Experience Foundation vs. Premier licensing options.

Session Length: 50 minutes

Presenter: Alice Kim

Graduate to Streamlined Data Collection with FormAssembly

Enterprise Solutions, CRM, Salesforce

Description: Ready to graduate from your outdated, time-consuming data collection process? Explore the transformative impact of FormAssembly, a solution that has revolutionized universities like the University of Michigan, Harvard, Oxford, University of Florida, and more. Say goodbye to manual data entry, intricate coding, and nightmares of managing multiple forms. With FormAssembly, you can gain the power to quickly build and customize forms, seamlessly integrate them with Salesforce and other essential applications, and automate approval processes through efficient data workflows. Join us to learn how to ace your data collection experience and achieve operational efficiency

Session Length: 50 minutes

Presenter: Pratik Paun, Sr. Partner Account Manager

How a Help Desk and Customer Service Approach to Data Governance Can Save You Time and Effort 

Sponsor

This session will discuss an effective approach to data intelligence and data governance at your organization.  Build, revise and grow your data governance and data intelligence content with every data-related question that is being asked (just-in-time).  This saves you time and provides better answers, when they are needed, and without the cost of endless committee meetings.  Document the answers so that they can be used in the future. Data-related requests (new reports, new dashboards, new integrations, new ETLs, data quality problems, curation of a report, new definitions, etc.) come in all forms and from a variety of individuals and groups. You need to have easy to use processes and effective data stewardship to handle these requests and questions. Join us in this informative session on data governance best practices and how a help desk / customer service approach will lead to trusted and better used data as well as saving time and effort.  Hope you can join us.

Session Length: 50 minutes

Presenter: Brian Parish

Ellucian Experience Configuration and Administration

Enterprise Solutions

We will walk through the steps of connecting Ellucian Experience to Ethos Integration and discuss the initial configuration. We’ll also discuss the pre-requisites and differences between Foundation and Premium tiers.

Session Length: 50 minutes

Presenter: Adam Travis

The State of SIG

Enterprise Solutions, Executive

Please join us for an overview on SIG. Over the 37+ years of existence, SIG has seen a lot of changes, most especially in the last year. Brent Rhymes, SIG’s CEO will share an overview of these changes as well as our goals and strategy for a successful SIG future.

Presenter: Brent Rhymes

Session Length: 30 minutes

The Evolving Banner Ecosystem

Banner

We will explore new functionality for Banner, where new features are replacing existing, and what is needed to leverage it. Discussion will examine why an institution might need Ethos and Experience to unlock the power of Banner now, or in the future. We will consider the challenges and opportunities institutions (and each of us individually) face as the ecosystem continues to evolve quite rapidly.

Session Length: 75 minutes

Presenter: Adam Travis

Supporting Diversity, Equity, Inclusion, and Belonging on Campus

Enterprise Solutions

Description:

Session Length: 50 minutes

Presenter: Adam Travis

Futureproofing your institutions with Softdocs: Client Stories on Efficiency

Sponsor, Enterprise Solutions

Description: Our campuses are at a crucial point in modernization. Hybrid workforces, non-traditional degree programs, and constant change in administration are impacting the pace of digital transformation initiatives. Join the process automation experts from Softdocs to dive into models used by several different types of Institutions to standardize an approach to workflow management and connected SIS/ERP data to create new operational efficiencies.

Session Length: 50 minutes

Presenter: Ben Trammell, Softdocs

Connecting the Campus: How Salesforce Unifies the Constituent Experience

CRM, Enterprise Solutions, Salesforce, Sponsor

Description:

Session Length: 50 minutes

Presenter: Adrienne D’Ambrosio, Claire Lewis, Dale Vander Wall

Strategic Capability Alignment, A Launchpad for Greater Innovation

Sponsor, Ellucian, Enterprise Solutions

Ellucian knows that true innovation is only found in the strategic intersection of technology, people, processes and data. Our new strategic alignment approach, built on top of the global higher education capability model, provides CIOs with a strategic value delivery tool that quickly provides insight into areas for business process improvement, data maturity, consolidation opportunities and even white space available for innovation – all while ensuring direct correlation to the strategic initiatives of your institution.

Presenters: Novita Rogers (Ellucian) and Stormie Wells (Ellucian)

Session Length: 50 minutes

Building Resiliency Across Campus

Enterprise Solutions

Resiliency emerged as a unifying theme across the Educause Top 10 IT Concerns for 2024. In addition to operational resilience, financial and mission areas may put even more pressure on operations. We’ll summarize the findings and present some thoughts on integrating resiliency into your planning and projects.

Session Length: 50 minutes

Presenter: Adam Travis

SSB New Features

Banner Finance

Overview of new features in SSB9 for Finance.

Session Length: 30 minutes

Presenter: Fred Blythe

Using Banner AR Comments

Ellucian Banner

We will review effective ways to use AR comments to document interactions with students as well as increase communication between the AR staff.

Session Length: 30 minutes

Presenter: Brenda Gilmore

AR Quick Tips

Banner Student

Review of techniques that will save time/effort when working with the AR system.

Session Length: 15 minutes

Presenter: Brenda Gilmore

SSB Requisitions

Banner Finance

Overview of My Requisitions in SSB9 for Finance.

Session Length: 30 minutes

Presenter: Fred Blythe

Roundtable: Banner Communication Management for HR – What are your Ideas?

Banner

Your institution already owns BCM. Heck, BCM is free to use! BCM is a module often used by other Banner modules. But it’s something not often implemented by HR and Payroll departments. Why is that? Typically, it’s simply due to resource allocation for student needs. But BCM is very useful in the HR world as well. Let’s talk about what ways you wish you could automate communications to the employees you serve. Let’s also talk about what BCM communications your institution already uses that you feel could benefit other schools. Our time together will consist of discussing new ideas in hopes of triggering thoughts that users could bring up to the team that would reduce our communication workload and offload that to Banner’s own scheduling software.

Session Length: 50 minutes

Facilitator: Brett Reich

SSB Approvals

Banner Financial Aid

Overview of Approvals in SSB9 for Finance.

Session Length: 30 minutes

Presenter: Fred Blythe

FUPLOAD – Using Excel for Large Journal Entries

Banner Finance

This informative session will provide Finance users with an understanding of how to set up and implement the Banner Finance Upload Process (FUPLOAD).

Key Highlights:

• Demonstrate preliminary set up in Banner
• Provide template for use in the process
• Provide the steps to set up the directory where the process will load the file
• Provide the steps to running the process

Session Length: 50 minutes

Presenter: Dennis Wilson

Using ISE Enterprise Schedule to Enhance Banner Financial Aid

Banner Financial Aid

ISE Enterprise Schedule is an affordable and increasingly popular automation solution. Examples of some of its features and uses for Financial Aid automation will be shown, followed by a mini-roundtable session where participants are welcome to discuss their own experiences.

Session Length: 50 minutes

Presenter: Griffin Mitchell

Colleague Federal Work Study Reporting

Colleague Financial Aid

Review the new FWS Reporting requirement, how to complete it in Colleague, and lessons learned from the first reporting.

Session Length: 50 minutes

Presenter: Shannon Gallagher

Roundtable: Changes in TDClient

Banner Financial Aid

A brief discussion of the new version of TDClient and the new SAIG-FTI mailbox.

Session Length: 50 minutes

Facilitator: Griffin Mitchell

CPoS

Banner Financial Aid

Course Program of Study regulations include requirements that are not managed by Banner. Join this Lunch & Learn session to learn about relevant regulatory interpretations and how they might impact your school.

Session Length: 30 minutes

Presenter: Mary Krallman

Colleague Self-Service “Preferred Housing” Checklist Option

Colleague Financial Aid

Colleague Self-Service Financial Aid Checklist now includes an optional “Preferred Housing” item. Learn more about this new functionality as well as business process implications. 

Session length: 30 minutes

Presenter: John Windham

Colleague Self-Service “Preferred Housing” Checklist Option

Colleague

Colleague Self-Service Financial Aid Checklist now includes an optional “Preferred Housing” item. Learn more about this new functionality as well as business process implications.

Session Length: 30 minutes

Presenter: John Windham

Roundtable: Cal Grant

Banner Financial Aid

Join your peers to discuss Ellucian’s Cal Grant solution, best practices, your institution’s implementation experience, required changes for the 2324 roster layout changes, the Cal Grant Modernization budget trigger, AB789’s impact on SAP, or the Cal Grant integration topic of your choice.

Session Length: 50 minutes

Facilitator: Griffin Mitchell

Using Colleague’s New FAS24 Rule Evaluation Utility

Colleague Financial Aid

Learn more about Ellucian’s new tool for evaluating Colleague Financial Aid rules to prepare for 2024-25 FAFSA processing, including its capabilities as well as its limitations.

Session Length: 50 minutes

Presenter: John Windham

Roundtable: Financial Aid

Banner Financial Aid

Discussion and guidance for updating SQL rules and population selections based on Oracle table and column changes due to FAFSA Simplification.

Session Length: 50 minutes

Facilitator: Griffin Mitchell

Roundtable: Let’s Talk Position Health

Banner HR/Payroll

Do your budget feeds to finance get deleted at the doorstep (GUPDELT before FURFEED)? Do you wish you could better rely on the budgets you see in your position budget form? Do you wish rolling budgets from one fiscal year to the next could be simplified? Let’s spend a little bit of time together talking about some of the pain points our community encounters when it comes to Position Health. Hear from SIG as well as your fellow schools how they maintain a healthy position budget environment. This roundtable isn’t just for schools who struggle with this facet of Banner, but it’s also for those who find their experience to be successful – those who feel their stories of struggle can help others.

Session Length: 50 minutes

Facilitator: Brett Reich

Banner FMLA: Getting Rid of your Spreadsheets

Banner HR/Payroll

We will discuss entering active data into the Banner FMLA forms, and the reporting needs to extract information from Banner.

Session Length: 50 minutes

Presenter: Ali Penton

Banner Communication Management (BCM) for Banner HR/Payroll

Banner, BCM, HR/Payroll

In this session you will learn all about BCM’s possibilities to support your Banner HR/Payroll system. From keeping your EPAF approval system fluid to enhancing notifications for Web Time Entry, this session will cover what ideas we currently utilize, but will also encourage you to contribute some ways you wish communication could improve in the system.

Session length: 50 minutes

Presenter: Brett Reich

Banner Communication Management for Banner HR/Payroll

Banner HR/Payroll

In this session you will learn all about BCM’s possibilities to support your Banner HR/Payroll system. From keeping your EPAF approval system fluid to enhancing notifications for Web Time Entry, this session will cover what ideas we currently utilize, but will also encourage you to contribute some ways you wish communication could improve in the system.

Session length: 50 minutes

Presenter: Brett Reich

Roundtable: Banner Communication Management for HR – What are your Ideas?

Banner

Your institution already owns BCM. Heck, BCM is free to use! BCM is a module often used by other Banner modules. But it’s something not often implemented by HR and Payroll departments. Why is that? Typically, it’s simply due to resource allocation for student needs. But BCM is very useful in the HR world as well. Let’s talk about what ways you wish you could automate communications to the employees you serve. Let’s also talk about what BCM communications your institution already uses that you feel could benefit other schools. Our time together will consist of discussing new ideas in hopes of triggering thoughts that users could bring up to the team that would reduce our communication workload and offload that to Banner’s own scheduling software.

Session Length: 50 minutes

Facilitator: Brett Reich

Employee Self-Service 9.X – You Waited Long Enough!

Banner HR/Payroll

In this session you will learn all about ESS9, how it came about what it can do for HR/Payroll and Budget office. And how it can empower your employees.

Session Length: 30 minutes

Presenter: Ali Penton

Banner 9 Timesheets: The Mystery Revealed

Banner HR/Payroll

An overview of the forms needed to establish Banner 9 timesheets using Self-Service Banner 9.

Session Length: 30 minutes

Presenter: Brett Reich

Using ISE Enterprise Schedule to Enhance Banner Financial Aid

Banner Financial Aid

ISE Enterprise Schedule is an affordable and increasingly popular automation solution. Examples of some of its features and uses for Financial Aid automation will be shown, followed by a mini-roundtable session where participants are welcome to discuss their own experiences.

Session Length: 50 minutes

Presenter: Griffin Mitchell

Roundtable: Banner Technical

Banner, Technical

Join us for a discussion on Banner from a technical perspective.

Session Length: 50 minutes

Facilitator: Marianne Gillfillan

Roundtable: Let’s Talk Position Health

Banner HR/Payroll

Do your budget feeds to finance get deleted at the doorstep (GUPDELT before FURFEED)? Do you wish you could better rely on the budgets you see in your position budget form? Do you wish rolling budgets from one fiscal year to the next could be simplified? Let’s spend a little bit of time together talking about some of the pain points our community encounters when it comes to Position Health. Hear from SIG as well as your fellow schools how they maintain a healthy position budget environment. This roundtable isn’t just for schools who struggle with this facet of Banner, but it’s also for those who find their experience to be successful – those who feel their stories of struggle can help others.

Session Length: 50 minutes

Facilitator: Brett Reich

Roundtable: Changes in TDClient

Banner Financial Aid

A brief discussion of the new version of TDClient and the new SAIG-FTI mailbox.

Session Length: 50 minutes

Facilitator: Griffin Mitchell

Roundtable: Banner SaaS

Ellucian Banner, Enterprise Solutions, Banner SaaS

Join SIG and peers for a roundtable discussion about Banner SaaS. Topics may include questions to ask during sales process and what to expect during an implementation.

Session Length: 50 minutes

Facilitator: Adam Travis

Roundtable: All Things Bursar

Banner Student

Join this interactive session for a roundtable discussion on the latest trends, challenges, and best practices in the world of higher education bursars. Share your insights and learn from fellow professionals as we explore key topics and solutions.

Session Length: 50 minutes

Facilitator: John Brown

Roundtable: Business Intelligence Open Forum

Business Intelligence

Open discussion of any BI topics and challenges offered by forum participants.

Session Length: 50 minutes

Facilitator: Richard Blevins

Roundtable: CRM

CRM

General session on what is new in CRM trends and where colleges should consider looking at CRM opportunities.

Session Length: 50 minutes

Facilitator: Brent Mellow

Roundtable: Registrar

Banner Student

Interactive session for registrars to discuss challenges, latest trends, and best practices.

Session Length: 50 minutes

Facilitator: Kyle Jackson

Roundtable: Slate Student Success

CRM, Slate

What’s new in Slate Student Success. Hear from Brian Regan and Ken Higgins on the latest trends.

Session Length: 50 minutes

Presenter: Brian Regan

Roundtable: Banner Communication Management for HR – What are your Ideas?

Banner

Your institution already owns BCM. Heck, BCM is free to use! BCM is a module often used by other Banner modules. But it’s something not often implemented by HR and Payroll departments. Why is that? Typically, it’s simply due to resource allocation for student needs. But BCM is very useful in the HR world as well. Let’s talk about what ways you wish you could automate communications to the employees you serve. Let’s also talk about what BCM communications your institution already uses that you feel could benefit other schools. Our time together will consist of discussing new ideas in hopes of triggering thoughts that users could bring up to the team that would reduce our communication workload and offload that to Banner’s own scheduling software.

Session Length: 50 minutes

Facilitator: Brett Reich

Roundtable: Cal Grant

Banner Financial Aid

Join your peers to discuss Ellucian’s Cal Grant solution, best practices, your institution’s implementation experience, required changes for the 2324 roster layout changes, the Cal Grant Modernization budget trigger, AB789’s impact on SAP, or the Cal Grant integration topic of your choice.

Session Length: 50 minutes

Facilitator: Griffin Mitchell

Roundtable: Penetration Testing

Cybersecurity

An open Q&A with SIG Cyber’s penetration test team. Learn how to best optimize your team to reduce risk, hear some stories from testing, and ask whatever you want.

Session Length: 50 minutes

Facilitator: JR Johnson

Roundtable: Financial Aid

Banner Financial Aid

Discussion and guidance for updating SQL rules and population selections based on Oracle table and column changes due to FAFSA Simplification.

Session Length: 50 minutes

Facilitator: Griffin Mitchell

Graduate to Streamlined Data Collection with FormAssembly

Enterprise Solutions, CRM, Salesforce

Description: Ready to graduate from your outdated, time-consuming data collection process? Explore the transformative impact of FormAssembly, a solution that has revolutionized universities like the University of Michigan, Harvard, Oxford, University of Florida, and more. Say goodbye to manual data entry, intricate coding, and nightmares of managing multiple forms. With FormAssembly, you can gain the power to quickly build and customize forms, seamlessly integrate them with Salesforce and other essential applications, and automate approval processes through efficient data workflows. Join us to learn how to ace your data collection experience and achieve operational efficiency

Session Length: 50 minutes

Presenter: Pratik Paun, Sr. Partner Account Manager

Connecting the Campus: How Salesforce Unifies the Constituent Experience

CRM, Enterprise Solutions, Salesforce, Sponsor

Description:

Session Length: 50 minutes

Presenter: Adrienne D’Ambrosio, Claire Lewis, Dale Vander Wall

Banish meeting scaries and never miss a meeting again

Sponsor, Salesforce, CRM

Are you tired of missed student meetings and double bookings? Riva has been a trusted Salesforce partner for over 10 years and has helped tens of thousands of advisors and educators enrich the student experience with technology that adapts to any institution size and works in the background to keep all calendars 100% synced for accurate availability. Join our session and we’ll show you how!

Session Length: 50 minutes

Presenter: Becky Timmons, Account Executive at Riva International

Advancement CRM Panel

CRM, Slate

Join this panel discussion of CRM experts and advancement consultants to discuss Slate Advancement: prospect features, exciting new additions, and value-added benefits by using SIG as your implementation partner.

Session Length: 50 Minutes

Facilitator: David Smittle

Expanded Dual Enrollment Utilizing Datasets and Entities

CRM, Banner, Slate

See how colleges are leveraging dataset portals to empower counselors in dual enrollment. Students picking classes from a dataset and writing to an entity for direct registration in Banner.

Session Length: 50 minutes

Presenter: Kathryn Lucas

Program Datasets for Complicated Applications

CRM, Slate

Complicated applications that require weeks of work when cycle prep comes around will be a thing of the past. Use a program dataset to drive complex logic off of the forms and into a dataset that can be utlized across programs. See how University of Washington Graduate School used a program dataset to bring over 500 programs requirements into a centalized process. A portal to allow users to manage deadlines, decision letters, reader permissions and much more.

Session Length: 50 minutes

Presenter: Jim Olick

Roundtable: Slate Student Success

CRM, Slate

What’s new in Slate Student Success. Hear from Brian Regan and Ken Higgins on the latest trends.

Session Length: 50 minutes

Presenter: Brian Regan

Faculty Portals in Slate: A New Way to Give Controlled Access to Data

CRM, Slate

Look at how to use faculty portals to empower groups like athletics or faculty to recruit in a controlled manner. See how campus partners can email, text, and interact with users through a portal.

Session Length: 50 minutes

Presenter: Kathryn Lucas

Delivering System Wide Solutions for Slate and banner Integration

CRM, Slate

This presentation will cover how SIG and Axiom have been working together to meet the unique needs of College System of Tennessee’s community and technical colleges.  Leveraging Slate, Axiom Elite, and Banner, we have worked to increase process efficiencies, optimize data management, and provide for the TBR/College System of Tennessee an environment where Slate can be scaled to a full-campus solution.

Session Length: 50 minutes

Presenters: Nicole Armezzani, Director of Client Success, Axiom

SCACSCY Enhancement and SSRROLL

Banner Student

Use SCACSCY page to mass update the schedule data in case a course catalog edit has been performed for that course. And a reminder that SSRROLL allows you to update the sections from the catalog when you roll the schedule.

Session Length: 15 minutes

Presenter: Kimberly Saving-Sherman

Structured Registration

Banner Student

A demonstration of the Structured Registration user interface student experience in Banner Self Service Registration. Students will choose courses from a hierarchical tree view of courses based on what their program allows.

Session Length: 15 minutes

Presenter: Rita Pettine

Using Banner AR Comments

Ellucian Banner

We will review effective ways to use AR comments to document interactions with students as well as increase communication between the AR staff.

Session Length: 30 minutes

Presenter: Brenda Gilmore

Roundtable: All Things Bursar

Banner Student

Join this interactive session for a roundtable discussion on the latest trends, challenges, and best practices in the world of higher education bursars. Share your insights and learn from fellow professionals as we explore key topics and solutions.

Session Length: 50 minutes

Facilitator: John Brown

AR Quick Tips

Banner Student

Review of techniques that will save time/effort when working with the AR system.

Session Length: 15 minutes

Presenter: Brenda Gilmore

Gender X Enhancement

Banner Student

To ensure that all persons, including transgender, gender non-conforming, and non-binary persons’ identities are fully reflected and represented in the institution’s system, Ellucian provides the option to configure and assign a new gender X code for a user’s legal sex.

Session Length: 15 minutes

Presenter: Kimberly Saving-Sherman

Structured Registration

Banner Student

An overview of the functionality of Structured Registration and a demonstration of the Structured Registration user interface student experience in Banner Self Service Registration. Students will choose courses from a hierarchical tree view of courses based on what their program allows.

Session Length: 50 minutes

Presenter: Rita Pettine

Calculated Drop Configuration

Banner Student

Implementation and maintenance of the Calculated Drop functionality of Banner Student.

Session Length: 75 minutes

Presenter: Jacob Jones

Repeat Processing

Banner Student

A look at using Repeat Processing for both registration and end-of-term processing (GPA).

Session Length: 75 minutes

Presenter: Angie Cumming

AR/Finance Reconciliation

Banner Student

Explore the critical process of reconciling accounts receivable with your finance records. We’ll delve into best practices for ensuring accuracy, resolving discrepancies, and maintaining financial integrity.

Session Length: 75 minutes

Presenters: Brian Nolan, John Sicat

Waitlisting

Banner Student

Implementation and maintenance of Course Waitlisting.

Session Length: 75 minutes

Presenter: Deborah Gilliand

Roundtable: Registrar

Banner Student

Interactive session for registrars to discuss challenges, latest trends, and best practices.

Session Length: 50 minutes

Facilitator: Kyle Jackson

Roundtable: Banner Communication Management for HR – What are your Ideas?

Banner

Your institution already owns BCM. Heck, BCM is free to use! BCM is a module often used by other Banner modules. But it’s something not often implemented by HR and Payroll departments. Why is that? Typically, it’s simply due to resource allocation for student needs. But BCM is very useful in the HR world as well. Let’s talk about what ways you wish you could automate communications to the employees you serve. Let’s also talk about what BCM communications your institution already uses that you feel could benefit other schools. Our time together will consist of discussing new ideas in hopes of triggering thoughts that users could bring up to the team that would reduce our communication workload and offload that to Banner’s own scheduling software.

Session Length: 50 minutes

Facilitator: Brett Reich

Faculty Feedback

Banner Student

Explore the savvy feature that allows faculty to provide feedback to administrators/advisors for students that may be at-risk.

Session Length: 30 minutes

Presenter: Deborah Gilliand

Processing Banner Deposits

Banner Student

Soup-to-Nuts workshop on the set up and use of deposits.

Session Length: 75 minutes

Presenter: Kimberly Saving-Sherman

Introduction to Popsels

Banner Student

Walk-through demonstration of beginning popsels that will also include joins and variables.

Session Length: 75 minutes

Presenter: Deborah Gilliand

NSC Common Errors

Banner Student

Join us as we demystify the error messages for the National Student Clearinghouse and how that relates to data that has been placed into Banner. We’ll share interesting facts, tips and tricks that will be useful in completing your NSC reporting.

Session Length: 75 minutes

Presenter: Angie Cumming

Common BCM Campaigns for Registrars/Records

Banner Student

Learn all about BCM capabilities to support the Registrar’s Office and Advisors/Counselors in creating their targeted communications to students.

Session Length: 75 minutes

Presenter: Jacob Jones

Common Uses for Action Item Processing (AIP)

Banner Student

Discussion and demonstration of the common uses for AIP.

Session Length: 75 minutes

Presenter: Kyle Jackson

How to Edit/Remove Fields and Labels on SSB Pages

Banner Student

A demonstration of the tools available to changes to the fields, labels and tabs in SSB pages.

Session length: 75 minutes

Presenter: Jacob Jones/Kyle Jackson

Block Registration Basics

Banner Student

This is a quick guide to the pages and validation tables required to build registration blocks and have them assigned to students.

Session Length: 30 minutes

Presenter: Ellen Jetto

Self-Service Student Records Release

Colleague Student

Description:

Session Length: 50 minutes

Presenter: Joan Bowen

Roundtable: Banner Technical

Banner, Technical

Join us for a discussion on Banner from a technical perspective.

Session Length: 50 minutes

Facilitator: Marianne Gillfillan

TOGAF Documentation

DBA

How to write appropriate high level design documentation for Cloud Implementation and the standards to use.

Session Length: 50 minutes

Presenter: Michelle Ly

Fine Grained Access

DBA

What it is and what it isn’t.

Session Length: 50 minutes

Presenter: Michelle Ly

Ellucian Experience Configuration and Administration

Enterprise Solutions

We will walk through the steps of connecting Ellucian Experience to Ethos Integration and discuss the initial configuration. We’ll also discuss the pre-requisites and differences between Foundation and Premium tiers.

Session Length: 50 minutes

Presenter: Adam Travis

The Evolving Banner Ecosystem

Banner

We will explore new functionality for Banner, where new features are replacing existing, and what is needed to leverage it. Discussion will examine why an institution might need Ethos and Experience to unlock the power of Banner now, or in the future. We will consider the challenges and opportunities institutions (and each of us individually) face as the ecosystem continues to evolve quite rapidly.

Session Length: 75 minutes

Presenter: Adam Travis

Make the Most of your ESM Environment

DBA

ESM is more than just a tool to run Banner upgrades. It’s an environment that can be utilized to efficiently work through the Banner upgrade lifecycle. From Documentation to Deployment we’ll show to to shorten the timeline from announcement to go live.

Session Length: 50 minutes

Presenter: Marianne Gillfillan

Tomcat Deployments – Options and Upgrading to 9

DBA

Topics discussed will include moving to Tomcat 9 and the different ways to setup a tomcat environment. Efficiency of deployment/upgrade/rollout; container vs VM, shared tomcat homes, etc.

Session Length: 50 minutes

Presenter: Kristina Fordyce

Integration Strategy Session

Technical

We will review the array of API options available when integrating with Banner for various needs; and look at how to determine the best options for your projects. Tools covered will include Ethos Data Model APIs, Business Process APIs, Ethos Integration, Ethos Data Connect, ERP APIs, PL/SQL, and more!

Session Length: 50 minutes

Presenter: Adam Travis

OAS and TDE Setup/Configuration

DBA

Implementation of Oracle Advance Security options and TDE (Transparent Data Encryption) to encrypt data that users should only see if they have the rights too. 

Session Length: 50 minutes

Presenter: Michelle Ly

The Value of Ellucian SaaS and the Path to Modernization

Sponsor, Ellucian, Enterprise Solutions

In this session, we will discuss how the Ellucian Platform facilitates digital transformation in higher education and what your modernization path will look like.

Presenters: Bill Henry (Ellucian)

Session Length: 50 Minutes

Setting Goals and Creating Your Data Governance/Data Intelligence Roadmap

iData Sponsor Session

Data Governance or Data Intelligence is often identified as a key initiative in an organization. However, many efforts to implement data governance encounter challenges in starting or maintaining momentum. Data governance success is often built from having a good assessment of your organizations’ strengths, having clear actionable goals, and a pragmatic roadmap for implementation. This session will cover best practices for creating your data governance roadmap.

Covered in this session:

• Current-state data governance assessment strategies
• Developing data governance recommendations
• Defining the scope and prioritizing which recommendations to implement
• Defining the scope(s) of your data governance initiative with prioritization
• Building an actionable data governance plan and moving from planning to doing
• Maintaining momentum and buy-in
• Measuring success and return-on-investment

Attendees will get access to a sample assessment workbook. Hope you can join us on this important topic.

Session Length: 50 minutes

Presenter: Brian Parish, CEO and Founder of iData

Futureproofing your institutions with Softdocs: Client Stories on Efficiency

Sponsor, Enterprise Solutions

Description: Our campuses are at a crucial point in modernization. Hybrid workforces, non-traditional degree programs, and constant change in administration are impacting the pace of digital transformation initiatives. Join the process automation experts from Softdocs to dive into models used by several different types of Institutions to standardize an approach to workflow management and connected SIS/ERP data to create new operational efficiencies.

Session Length: 50 minutes

Presenter: Ben Trammell, Softdocs

Connecting the Campus: How Salesforce Unifies the Constituent Experience

CRM, Enterprise Solutions, Salesforce, Sponsor

Description:

Session Length: 50 minutes

Presenter: Adrienne D’Ambrosio, Claire Lewis, Dale Vander Wall

Strategic Capability Alignment, A Launchpad for Greater Innovation

Sponsor, Ellucian, Enterprise Solutions

Ellucian knows that true innovation is only found in the strategic intersection of technology, people, processes and data. Our new strategic alignment approach, built on top of the global higher education capability model, provides CIOs with a strategic value delivery tool that quickly provides insight into areas for business process improvement, data maturity, consolidation opportunities and even white space available for innovation – all while ensuring direct correlation to the strategic initiatives of your institution.

Presenters: Novita Rogers (Ellucian) and Stormie Wells (Ellucian)

Session Length: 50 minutes

Delivering System Wide Solutions for Slate and banner Integration

CRM, Slate

This presentation will cover how SIG and Axiom have been working together to meet the unique needs of College System of Tennessee’s community and technical colleges.  Leveraging Slate, Axiom Elite, and Banner, we have worked to increase process efficiencies, optimize data management, and provide for the TBR/College System of Tennessee an environment where Slate can be scaled to a full-campus solution.

Session Length: 50 minutes

Presenters: Nicole Armezzani, Director of Client Success, Axiom

Banish meeting scaries and never miss a meeting again

Sponsor, Salesforce, CRM

Are you tired of missed student meetings and double bookings? Riva has been a trusted Salesforce partner for over 10 years and has helped tens of thousands of advisors and educators enrich the student experience with technology that adapts to any institution size and works in the background to keep all calendars 100% synced for accurate availability. Join our session and we’ll show you how!

Session Length: 50 minutes

Presenter: Becky Timmons, Account Executive at Riva International

Keynote: The Athlete’s Mindset, Performance Enhancing Technologies and the Integrative Systems of Success

Keynote

Todd Burnham is a renowned Trial Attorney, Business Strategist, Leadership Trainer, Expert Speaker, Law School Professor, Law Firm Consultant, and #1 Best-Selling Author who is consumed with helping you leverage your life. Learn more.

Session Length: 50 minutes

Using ISE Enterprise Schedule to Enhance Banner Financial Aid

Banner Financial Aid

ISE Enterprise Schedule is an affordable and increasingly popular automation solution. Examples of some of its features and uses for Financial Aid automation will be shown, followed by a mini-roundtable session where participants are welcome to discuss their own experiences.

Session Length: 50 minutes

Presenter: Griffin Mitchell

Advancement CRM Panel

CRM, Slate

Join this panel discussion of CRM experts and advancement consultants to discuss Slate Advancement: prospect features, exciting new additions, and value-added benefits by using SIG as your implementation partner.

Session Length: 50 Minutes

Facilitator: David Smittle

The Oldest Trick in the Book is Still the Best Trick in the Book

Cybersecurity

Learn how social engineering attacks can be used to gain access to universities.

Session Length: 50 minutes

Presenter: Chris Horner

Configuring Degree Works for the Responsive Dashboard: Tips & Tricks

Degree Works

Join us for a session that will cover what’s new with the Responsive Dashboard compared to the Classic Dashboard and how to make the necessary configurations.

Session Length: 50 minutes

Presenter: April Martin

Planning your Ellucian Experience Implementation

Ellucian

Review project aspects that clients should factor in as they plan out their Ellucian Experience implementation project. Project factors topics : project scope drivers, current and future state benchmarking, identifying internal and external resources & skillsets needs, Experience Foundation vs. Premier licensing models & Ellucian SaaS.

Session Length: 50 minutes

Presenter: Alice Kim

A Modern Business Intelligence Architecture

Business Intelligence

Tools and TData lakes, data warehouses, and all the other pieces of the modern, full-featured BI architecture puzzle.  What are all these pieces and how to they fit together?

Session Length: 50 minutes

Presenter: Richard Blevins

Roundtable: Banner Technical

Banner, Technical

Join us for a discussion on Banner from a technical perspective.

Session Length: 50 minutes

Facilitator: Marianne Gillfillan

The Value of Ellucian SaaS and the Path to Modernization

Sponsor, Ellucian, Enterprise Solutions

In this session, we will discuss how the Ellucian Platform facilitates digital transformation in higher education and what your modernization path will look like.

Presenters: Bill Henry (Ellucian)

Session Length: 50 Minutes

Roundtable: Let’s Talk Position Health

Banner HR/Payroll

Do your budget feeds to finance get deleted at the doorstep (GUPDELT before FURFEED)? Do you wish you could better rely on the budgets you see in your position budget form? Do you wish rolling budgets from one fiscal year to the next could be simplified? Let’s spend a little bit of time together talking about some of the pain points our community encounters when it comes to Position Health. Hear from SIG as well as your fellow schools how they maintain a healthy position budget environment. This roundtable isn’t just for schools who struggle with this facet of Banner, but it’s also for those who find their experience to be successful – those who feel their stories of struggle can help others.

Session Length: 50 minutes

Facilitator: Brett Reich

SCACSCY Enhancement and SSRROLL

Banner Student

Use SCACSCY page to mass update the schedule data in case a course catalog edit has been performed for that course. And a reminder that SSRROLL allows you to update the sections from the catalog when you roll the schedule.

Session Length: 15 minutes

Presenter: Kimberly Saving-Sherman

Structured Registration

Banner Student

A demonstration of the Structured Registration user interface student experience in Banner Self Service Registration. Students will choose courses from a hierarchical tree view of courses based on what their program allows.

Session Length: 15 minutes

Presenter: Rita Pettine

SSB New Features

Banner Finance

Overview of new features in SSB9 for Finance.

Session Length: 30 minutes

Presenter: Fred Blythe

Using Banner AR Comments

Ellucian Banner

We will review effective ways to use AR comments to document interactions with students as well as increase communication between the AR staff.

Session Length: 30 minutes

Presenter: Brenda Gilmore

Colleague Federal Work Study Reporting

Colleague Financial Aid

Review the new FWS Reporting requirement, how to complete it in Colleague, and lessons learned from the first reporting.

Session Length: 50 minutes

Presenter: Shannon Gallagher

Expanded Dual Enrollment Utilizing Datasets and Entities

CRM, Banner, Slate

See how colleges are leveraging dataset portals to empower counselors in dual enrollment. Students picking classes from a dataset and writing to an entity for direct registration in Banner.

Session Length: 50 minutes

Presenter: Kathryn Lucas

Setting Goals and Creating Your Data Governance/Data Intelligence Roadmap

iData Sponsor Session

Data Governance or Data Intelligence is often identified as a key initiative in an organization. However, many efforts to implement data governance encounter challenges in starting or maintaining momentum. Data governance success is often built from having a good assessment of your organizations’ strengths, having clear actionable goals, and a pragmatic roadmap for implementation. This session will cover best practices for creating your data governance roadmap.

Covered in this session:

• Current-state data governance assessment strategies
• Developing data governance recommendations
• Defining the scope and prioritizing which recommendations to implement
• Defining the scope(s) of your data governance initiative with prioritization
• Building an actionable data governance plan and moving from planning to doing
• Maintaining momentum and buy-in
• Measuring success and return-on-investment

Attendees will get access to a sample assessment workbook. Hope you can join us on this important topic.

Session Length: 50 minutes

Presenter: Brian Parish, CEO and Founder of iData

Roundtable: Changes in TDClient

Banner Financial Aid

A brief discussion of the new version of TDClient and the new SAIG-FTI mailbox.

Session Length: 50 minutes

Facilitator: Griffin Mitchell

Roundtable: Banner SaaS

Ellucian Banner, Enterprise Solutions, Banner SaaS

Join SIG and peers for a roundtable discussion about Banner SaaS. Topics may include questions to ask during sales process and what to expect during an implementation.

Session Length: 50 minutes

Facilitator: Adam Travis

Banner FMLA: Getting Rid of your Spreadsheets

Banner HR/Payroll

We will discuss entering active data into the Banner FMLA forms, and the reporting needs to extract information from Banner.

Session Length: 50 minutes

Presenter: Ali Penton

Roundtable: All Things Bursar

Banner Student

Join this interactive session for a roundtable discussion on the latest trends, challenges, and best practices in the world of higher education bursars. Share your insights and learn from fellow professionals as we explore key topics and solutions.

Session Length: 50 minutes

Facilitator: John Brown

Program Datasets for Complicated Applications

CRM, Slate

Complicated applications that require weeks of work when cycle prep comes around will be a thing of the past. Use a program dataset to drive complex logic off of the forms and into a dataset that can be utlized across programs. See how University of Washington Graduate School used a program dataset to bring over 500 programs requirements into a centalized process. A portal to allow users to manage deadlines, decision letters, reader permissions and much more.

Session Length: 50 minutes

Presenter: Jim Olick

How I Stole Your Password

Cybersecurity

Passwords are used daily by us all to log in to our email, bank accounts, etc. The problem is most of us are going about passwords all wrong. This talk will focus on how hackers gain quick access to people’s passwords, and how you can prevent that from happening at both the organizational and personal level.

Session Length: 50 minutes

Presenter: Matt Schmidt

TOGAF Documentation

DBA

How to write appropriate high level design documentation for Cloud Implementation and the standards to use.

Session Length: 50 minutes

Presenter: Michelle Ly

Ellucian Experience Content Planning

Ellucian

Things to consider when defining your content build scope for an Ellucian Experience implementation. Factors can include : current portal/ dashboard / mobile implementations, Banner 9 SSB and or Colleague WebAdvisor functionality, APIs, cards vs. pages content presentation, Experience Foundation vs. Premier licensing options.

Session Length: 50 minutes

Presenter: Alice Kim

Graduate to Streamlined Data Collection with FormAssembly

Enterprise Solutions, CRM, Salesforce

Description: Ready to graduate from your outdated, time-consuming data collection process? Explore the transformative impact of FormAssembly, a solution that has revolutionized universities like the University of Michigan, Harvard, Oxford, University of Florida, and more. Say goodbye to manual data entry, intricate coding, and nightmares of managing multiple forms. With FormAssembly, you can gain the power to quickly build and customize forms, seamlessly integrate them with Salesforce and other essential applications, and automate approval processes through efficient data workflows. Join us to learn how to ace your data collection experience and achieve operational efficiency

Session Length: 50 minutes

Presenter: Pratik Paun, Sr. Partner Account Manager

CPoS

Banner Financial Aid

Course Program of Study regulations include requirements that are not managed by Banner. Join this Lunch & Learn session to learn about relevant regulatory interpretations and how they might impact your school.

Session Length: 30 minutes

Presenter: Mary Krallman

AR Quick Tips

Banner Student

Review of techniques that will save time/effort when working with the AR system.

Session Length: 15 minutes

Presenter: Brenda Gilmore

Gender X Enhancement

Banner Student

To ensure that all persons, including transgender, gender non-conforming, and non-binary persons’ identities are fully reflected and represented in the institution’s system, Ellucian provides the option to configure and assign a new gender X code for a user’s legal sex.

Session Length: 15 minutes

Presenter: Kimberly Saving-Sherman

Structured Registration

Banner Student

An overview of the functionality of Structured Registration and a demonstration of the Structured Registration user interface student experience in Banner Self Service Registration. Students will choose courses from a hierarchical tree view of courses based on what their program allows.

Session Length: 50 minutes

Presenter: Rita Pettine

Colleague Self-Service “Preferred Housing” Checklist Option

Colleague Financial Aid

Colleague Self-Service Financial Aid Checklist now includes an optional “Preferred Housing” item. Learn more about this new functionality as well as business process implications. 

Session length: 30 minutes

Presenter: John Windham

Banner Communication Management (BCM) for Banner HR/Payroll

Banner, BCM, HR/Payroll

In this session you will learn all about BCM’s possibilities to support your Banner HR/Payroll system. From keeping your EPAF approval system fluid to enhancing notifications for Web Time Entry, this session will cover what ideas we currently utilize, but will also encourage you to contribute some ways you wish communication could improve in the system.

Session length: 50 minutes

Presenter: Brett Reich

Roundtable: Business Intelligence Open Forum

Business Intelligence

Open discussion of any BI topics and challenges offered by forum participants.

Session Length: 50 minutes

Facilitator: Richard Blevins

Colleague Self-Service “Preferred Housing” Checklist Option

Colleague

Colleague Self-Service Financial Aid Checklist now includes an optional “Preferred Housing” item. Learn more about this new functionality as well as business process implications.

Session Length: 30 minutes

Presenter: John Windham

Banner Communication Management for Banner HR/Payroll

Banner HR/Payroll

In this session you will learn all about BCM’s possibilities to support your Banner HR/Payroll system. From keeping your EPAF approval system fluid to enhancing notifications for Web Time Entry, this session will cover what ideas we currently utilize, but will also encourage you to contribute some ways you wish communication could improve in the system.

Session length: 50 minutes

Presenter: Brett Reich

Roundtable: CRM

CRM

General session on what is new in CRM trends and where colleges should consider looking at CRM opportunities.

Session Length: 50 minutes

Facilitator: Brent Mellow

PCI 101

Cybersecurity

Is your university required to comply with PCI DSS? Join our 101 class taught by a PCI QSA for an introduction on how to scope an assessment, identify appropriate SAQ, and tips to minimize the requirements you must meet.

Session Length: 50 minutes

Presenter: Steve Tao

Fine Grained Access

DBA

What it is and what it isn’t.

Session Length: 50 minutes

Presenter: Michelle Ly

How a Help Desk and Customer Service Approach to Data Governance Can Save You Time and Effort 

Sponsor

This session will discuss an effective approach to data intelligence and data governance at your organization.  Build, revise and grow your data governance and data intelligence content with every data-related question that is being asked (just-in-time).  This saves you time and provides better answers, when they are needed, and without the cost of endless committee meetings.  Document the answers so that they can be used in the future. Data-related requests (new reports, new dashboards, new integrations, new ETLs, data quality problems, curation of a report, new definitions, etc.) come in all forms and from a variety of individuals and groups. You need to have easy to use processes and effective data stewardship to handle these requests and questions. Join us in this informative session on data governance best practices and how a help desk / customer service approach will lead to trusted and better used data as well as saving time and effort.  Hope you can join us.

Session Length: 50 minutes

Presenter: Brian Parish

Ellucian Experience Configuration and Administration

Enterprise Solutions

We will walk through the steps of connecting Ellucian Experience to Ethos Integration and discuss the initial configuration. We’ll also discuss the pre-requisites and differences between Foundation and Premium tiers.

Session Length: 50 minutes

Presenter: Adam Travis

The State of SIG

Enterprise Solutions, Executive

Please join us for an overview on SIG. Over the 37+ years of existence, SIG has seen a lot of changes, most especially in the last year. Brent Rhymes, SIG’s CEO will share an overview of these changes as well as our goals and strategy for a successful SIG future.

Presenter: Brent Rhymes

Session Length: 30 minutes

Calculated Drop Configuration

Banner Student

Implementation and maintenance of the Calculated Drop functionality of Banner Student.

Session Length: 75 minutes

Presenter: Jacob Jones

Repeat Processing

Banner Student

A look at using Repeat Processing for both registration and end-of-term processing (GPA).

Session Length: 75 minutes

Presenter: Angie Cumming

AR/Finance Reconciliation

Banner Student

Explore the critical process of reconciling accounts receivable with your finance records. We’ll delve into best practices for ensuring accuracy, resolving discrepancies, and maintaining financial integrity.

Session Length: 75 minutes

Presenters: Brian Nolan, John Sicat

Waitlisting

Banner Student

Implementation and maintenance of Course Waitlisting.

Session Length: 75 minutes

Presenter: Deborah Gilliand

The Evolving Banner Ecosystem

Banner

We will explore new functionality for Banner, where new features are replacing existing, and what is needed to leverage it. Discussion will examine why an institution might need Ethos and Experience to unlock the power of Banner now, or in the future. We will consider the challenges and opportunities institutions (and each of us individually) face as the ecosystem continues to evolve quite rapidly.

Session Length: 75 minutes

Presenter: Adam Travis

SSB Requisitions

Banner Finance

Overview of My Requisitions in SSB9 for Finance.

Session Length: 30 minutes

Presenter: Fred Blythe

Roundtable: Registrar

Banner Student

Interactive session for registrars to discuss challenges, latest trends, and best practices.

Session Length: 50 minutes

Facilitator: Kyle Jackson

Some Oracle SQL Tips and Tricks for Reporting View and Query Development

Business Intelligence

Presentation of several SQL tips and tricks, e.g., analytical functions, I have used to meet client reporting needs. 

Session Length: 30 minutes

Presenter: Richard Blevins

Roundtable: Slate Student Success

CRM, Slate

What’s new in Slate Student Success. Hear from Brian Regan and Ken Higgins on the latest trends.

Session Length: 50 minutes

Presenter: Brian Regan

How I Hacked into a University

Cybersecurity

Recent tales from penetration tests, including common attacks and how to defend against them.

Session Length: 50 minutes

Presenter: Matt Miller

Make the Most of your ESM Environment

DBA

ESM is more than just a tool to run Banner upgrades. It’s an environment that can be utilized to efficiently work through the Banner upgrade lifecycle. From Documentation to Deployment we’ll show to to shorten the timeline from announcement to go live.

Session Length: 50 minutes

Presenter: Marianne Gillfillan

Roundtable: Banner Communication Management for HR – What are your Ideas?

Banner

Your institution already owns BCM. Heck, BCM is free to use! BCM is a module often used by other Banner modules. But it’s something not often implemented by HR and Payroll departments. Why is that? Typically, it’s simply due to resource allocation for student needs. But BCM is very useful in the HR world as well. Let’s talk about what ways you wish you could automate communications to the employees you serve. Let’s also talk about what BCM communications your institution already uses that you feel could benefit other schools. Our time together will consist of discussing new ideas in hopes of triggering thoughts that users could bring up to the team that would reduce our communication workload and offload that to Banner’s own scheduling software.

Session Length: 50 minutes

Facilitator: Brett Reich

Supporting Diversity, Equity, Inclusion, and Belonging on Campus

Enterprise Solutions

Description:

Session Length: 50 minutes

Presenter: Adam Travis

Futureproofing your institutions with Softdocs: Client Stories on Efficiency

Sponsor, Enterprise Solutions

Description: Our campuses are at a crucial point in modernization. Hybrid workforces, non-traditional degree programs, and constant change in administration are impacting the pace of digital transformation initiatives. Join the process automation experts from Softdocs to dive into models used by several different types of Institutions to standardize an approach to workflow management and connected SIS/ERP data to create new operational efficiencies.

Session Length: 50 minutes

Presenter: Ben Trammell, Softdocs

SSB Approvals

Banner Financial Aid

Overview of Approvals in SSB9 for Finance.

Session Length: 30 minutes

Presenter: Fred Blythe

Roundtable: Cal Grant

Banner Financial Aid

Join your peers to discuss Ellucian’s Cal Grant solution, best practices, your institution’s implementation experience, required changes for the 2324 roster layout changes, the Cal Grant Modernization budget trigger, AB789’s impact on SAP, or the Cal Grant integration topic of your choice.

Session Length: 50 minutes

Facilitator: Griffin Mitchell

Employee Self-Service 9.X – You Waited Long Enough!

Banner HR/Payroll

In this session you will learn all about ESS9, how it came about what it can do for HR/Payroll and Budget office. And how it can empower your employees.

Session Length: 30 minutes

Presenter: Ali Penton

Faculty Feedback

Banner Student

Explore the savvy feature that allows faculty to provide feedback to administrators/advisors for students that may be at-risk.

Session Length: 30 minutes

Presenter: Deborah Gilliand

Using Colleague’s New FAS24 Rule Evaluation Utility

Colleague Financial Aid

Learn more about Ellucian’s new tool for evaluating Colleague Financial Aid rules to prepare for 2024-25 FAFSA processing, including its capabilities as well as its limitations.

Session Length: 50 minutes

Presenter: John Windham

Faculty Portals in Slate: A New Way to Give Controlled Access to Data

CRM, Slate

Look at how to use faculty portals to empower groups like athletics or faculty to recruit in a controlled manner. See how campus partners can email, text, and interact with users through a portal.

Session Length: 50 minutes

Presenter: Kathryn Lucas

Roundtable: Penetration Testing

Cybersecurity

An open Q&A with SIG Cyber’s penetration test team. Learn how to best optimize your team to reduce risk, hear some stories from testing, and ask whatever you want.

Session Length: 50 minutes

Facilitator: JR Johnson

Tomcat Deployments – Options and Upgrading to 9

DBA

Topics discussed will include moving to Tomcat 9 and the different ways to setup a tomcat environment. Efficiency of deployment/upgrade/rollout; container vs VM, shared tomcat homes, etc.

Session Length: 50 minutes

Presenter: Kristina Fordyce

Connecting the Campus: How Salesforce Unifies the Constituent Experience

CRM, Enterprise Solutions, Salesforce, Sponsor

Description:

Session Length: 50 minutes

Presenter: Adrienne D’Ambrosio, Claire Lewis, Dale Vander Wall

Integration Strategy Session

Technical

We will review the array of API options available when integrating with Banner for various needs; and look at how to determine the best options for your projects. Tools covered will include Ethos Data Model APIs, Business Process APIs, Ethos Integration, Ethos Data Connect, ERP APIs, PL/SQL, and more!

Session Length: 50 minutes

Presenter: Adam Travis

Strategic Capability Alignment, A Launchpad for Greater Innovation

Sponsor, Ellucian, Enterprise Solutions

Ellucian knows that true innovation is only found in the strategic intersection of technology, people, processes and data. Our new strategic alignment approach, built on top of the global higher education capability model, provides CIOs with a strategic value delivery tool that quickly provides insight into areas for business process improvement, data maturity, consolidation opportunities and even white space available for innovation – all while ensuring direct correlation to the strategic initiatives of your institution.

Presenters: Novita Rogers (Ellucian) and Stormie Wells (Ellucian)

Session Length: 50 minutes

Roundtable: Financial Aid

Banner Financial Aid

Discussion and guidance for updating SQL rules and population selections based on Oracle table and column changes due to FAFSA Simplification.

Session Length: 50 minutes

Facilitator: Griffin Mitchell

Processing Banner Deposits

Banner Student

Soup-to-Nuts workshop on the set up and use of deposits.

Session Length: 75 minutes

Presenter: Kimberly Saving-Sherman

Introduction to Popsels

Banner Student

Walk-through demonstration of beginning popsels that will also include joins and variables.

Session Length: 75 minutes

Presenter: Deborah Gilliand

NSC Common Errors

Banner Student

Join us as we demystify the error messages for the National Student Clearinghouse and how that relates to data that has been placed into Banner. We’ll share interesting facts, tips and tricks that will be useful in completing your NSC reporting.

Session Length: 75 minutes

Presenter: Angie Cumming

Common BCM Campaigns for Registrars/Records

Banner Student

Learn all about BCM capabilities to support the Registrar’s Office and Advisors/Counselors in creating their targeted communications to students.

Session Length: 75 minutes

Presenter: Jacob Jones

Common Uses for Action Item Processing (AIP)

Banner Student

Discussion and demonstration of the common uses for AIP.

Session Length: 75 minutes

Presenter: Kyle Jackson

FUPLOAD – Using Excel for Large Journal Entries

Banner Finance

This informative session will provide Finance users with an understanding of how to set up and implement the Banner Finance Upload Process (FUPLOAD).

Key Highlights:

• Demonstrate preliminary set up in Banner
• Provide template for use in the process
• Provide the steps to set up the directory where the process will load the file
• Provide the steps to running the process

Session Length: 50 minutes

Presenter: Dennis Wilson

Banner 9 Timesheets: The Mystery Revealed

Banner HR/Payroll

An overview of the forms needed to establish Banner 9 timesheets using Self-Service Banner 9.

Session Length: 30 minutes

Presenter: Brett Reich

How to Edit/Remove Fields and Labels on SSB Pages

Banner Student

A demonstration of the tools available to changes to the fields, labels and tabs in SSB pages.

Session length: 75 minutes

Presenter: Jacob Jones/Kyle Jackson

Block Registration Basics

Banner Student

This is a quick guide to the pages and validation tables required to build registration blocks and have them assigned to students.

Session Length: 30 minutes

Presenter: Ellen Jetto

Ellucian Workflow Primer

Banner Workflow, Ellucian Workflow

Join us for a session where we will cover:

• Overview
• Key Features of Ellucian Workflow
• ProcessMaker Platform
• Ethos Integration
• Ellucian Workflow Resources
• ProcessMaker Resources

Session Length: 50 minutes

Presenter: Eric Wallace

IBM Cognos Report Query Properties: Auto Group and Summarize Explained

Business Intelligence

Understanding the auto-group and summarize properties through examples. 

Session Length: 50 minutes

Presenter: Richard Blevins

Self-Service Student Records Release

Colleague Student

Description:

Session Length: 50 minutes

Presenter: Joan Bowen

Delivering System Wide Solutions for Slate and banner Integration

CRM, Slate

This presentation will cover how SIG and Axiom have been working together to meet the unique needs of College System of Tennessee’s community and technical colleges.  Leveraging Slate, Axiom Elite, and Banner, we have worked to increase process efficiencies, optimize data management, and provide for the TBR/College System of Tennessee an environment where Slate can be scaled to a full-campus solution.

Session Length: 50 minutes

Presenters: Nicole Armezzani, Director of Client Success, Axiom

CISO Spotlight: Acing Your Penetration “Test”

Cybersecurity

Just like an academic test, your institution will get more out of penetration testing activities if you take the time to prepare in advance. This talk will take you behind the scenes of a penetration test to assist you with preparing your environment for both ethical and malicious hackers and removing the ‘easy wins’ from their toolkits. Additionally, we will cover the types of testing you should be considering as well as why monitoring testers as they perform their work is a benefit that many organizations miss out on.

Session Length: 50 minutes

Presenter: Brian Kirk

OAS and TDE Setup/Configuration

DBA

Implementation of Oracle Advance Security options and TDE (Transparent Data Encryption) to encrypt data that users should only see if they have the rights too. 

Session Length: 50 minutes

Presenter: Michelle Ly

Building Resiliency Across Campus

Enterprise Solutions

Resiliency emerged as a unifying theme across the Educause Top 10 IT Concerns for 2024. In addition to operational resilience, financial and mission areas may put even more pressure on operations. We’ll summarize the findings and present some thoughts on integrating resiliency into your planning and projects.

Session Length: 50 minutes

Presenter: Adam Travis

Banish meeting scaries and never miss a meeting again

Sponsor, Salesforce, CRM

Are you tired of missed student meetings and double bookings? Riva has been a trusted Salesforce partner for over 10 years and has helped tens of thousands of advisors and educators enrich the student experience with technology that adapts to any institution size and works in the background to keep all calendars 100% synced for accurate availability. Join our session and we’ll show you how!

Session Length: 50 minutes

Presenter: Becky Timmons, Account Executive at Riva International