SIGConnect Agenda

Agenda Tracks

Explore the SIGConnect 2023 session agenda to get an idea of what is in store.

February 14, 2023

All times are Eastern (GMT-5) Time zone


Keynote Speaker

12:00pm

Keynote – The Generational Shift: Moving Forward Better Together

Becoming a learning organization and building a culture where people feel cared for, are encouraged to be curious, and there is a spirit of collaboration is essential to long-term success in today’s world. With 5 generations present across organizations and the huge tensions that exist between these generations, developing culturally intelligent leaders who are adept at bringing out the best in their generationally diverse teams and organizations can be a challenge, but once accomplished, it will reduce this tension and allow for more psychologically safe and innovative spaces.  

Katherine Jeffery, PhD

Conference Sessions

1:15pm

Meet Our Sponsors

Please visit our sponsors in the exhibit hall.

  • Anthology
  • Conga
  • IData
  • Salesforce
  • Syntellis
  • Workday
2:00pm

Colleague Purchasing Approval Routing Configuration and Implementation in Self Service

  • TRACK: Colleague
  • SUBTRACK: Finance
  • TYPE: Presentation

Security is of paramount importance, particularly when generating reports filled with sensitive information. This session will examine how to deploy and use shared hold directories for Colleague reports to enable users to share output in a secure manner.

Presenters: Sam Howard, Deanna Black

2:00pm

Student Program Plan Building with Salesforce

  • TRACK: CRM
  • SUBTRACK: Salesforce
  • TYPE: Presentation

Join us to learn how schools are building dynamic student program plans with Salesforce for Education.

Presenters: Javi Olmos, Mark Flanagan

2:00pm

Slate Student Success

  • TRACK: CRM
  • SUBTRACK: Slate
  • TYPE: Roundtable

Join a discussion for best practices on Slate Student Success. Share tips and tricks for case management, integrations, staff usage and other aspects of Slate.

Facilitator: Brian Regan

2:00pm

Oracle’s Advanced Security to Setup Data Encryption

  • TRACK: Technical
  • SUBTRACK: DBA
  • TYPE: Presentation

How to use Advanced security and set up Transparent data encryption (TDE) in the Oracle Database. This presentation will cover the basics of setting up TDE, its advantages and limitations.

Presenter: Anthony Becker

2:00pm

Automating Title IV File Exchange with TD Client

  • TRACK: Technical
  • SUBTRACK: Financial Aid
  • TYPE: Presentation

General discussion about automating this process in an automation tool agnostic way.

Presenter: David Gilmore

2:00pm

Banner Security Forum

  • TRACK: Technical
  • SUBTRACK: Cybersecurity
  • TYPE: Roundtable

Many institutions are noticing increased application complexity, greater audit and risk management requirements, and an elevated threat landscape around higher education. Bring your questions and items to share with peers in an open discussion about Banner Security.

Facilitator: Adam Travis

2:00pm

Degree Works Reporting

  • TRACK: Banner
  • SUBTRACK: Degree Works
  • TYPE: Presentation

This session will be an examination of the DW tables and some examples of what types of reports can be created from the DW data.

Presenter: Dennis Crowson

2:00pm

Faculty Feedback in Banner

  • TRACK: Banner
  • SUBTRACK: Student
  • TYPE: Presentation

See how Faculty Feedback can be used to enhance your faculty engagement and student retention.

Presenter: Kyle Jackson

2:00pm

How to Plan for and Implement Period/Algorithmic Budgeting

  • TRACK: Banner
  • SUBTRACK: Financial Aid
  • TYPE: Presentation

See a strategy and guide for implementing Period/Algorithmic Budgeting and more to a more efficient process with less annual maintenance.

Presenter: Gary Davis

2:00pm

Mass Data Update Utility for Banner (MDUU)

  • TRACK: Banner
  • SUBTRACK: General
  • TYPE: Presentation

Mass Data Update Utility (MDUU) allows users to easily create processes for modifying data in Banner. This presentation will provide an overview of MDUU and will demonstrate a basic example of updating data.

Presenter: Lynne Wagner

2:00pm

GMU Chart Reimplementation

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Presentation

Overview of George Mason University’s approach to a chart reimplementation with AR, Payroll and Finance conversions in 18 months.

Presenter: Steven Barcus, Aileen Miller (George Mason University)

2:00pm

Banner Self Service 9

  • TRACK: Banner
  • SUBTRACK: Human Resources
  • TYPE: Roundtable

Discussion on Banner Self Service 9 for Human Resources.

Facilitator: Brett Reich

2:00pm

SSB9 My Finance Query

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Presentation

My Finance Query in Banner Finance 9 Self Service.

Presenter: Fred Blythe

3:00pm

Banner Communication Management

  • TRACK: Banner
  • SUBTRACK: Student
  • TYPE: Presentation

Come see the Banner Communication Management Suite tool and functionality.

Presenter: Kyle Jackson

3:00pm

Banner Communication Management & Accounts Receivables

  • TRACK: Banner
  • SUBTRACK: Accounts Receivable
  • TYPE: Presentation

Using Banner Communication Management to streamline and automate Student AR communication.

Presenter: John Brown

3:00pm

Calgrant – Baseline Banner Procession

  • TRACK: Banner
  • SUBTRACK: Accounts Receivable
  • TYPE: Presentation

This session will quickly review the current iteration of the Banner Calgrant process, and upgrades released in the last year. Then we will open up the discussion to talk about lessons learned and some of the challenges of working with ETHOS as a core piece of the process. If you are using the processes, or just need more information, please attend to exchange information with your fellow California (it’s not just for community colleges) colleagues.

Presenter: Laurie Neil

3:00pm

Budget Development

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Roundtable

Open discussion of best practices for Budget Development (Finance and Personnel).

Facilitator: Brian Nolan

3:00pm

Timesheets for a Remote Workforce

  • TRACK: Banner
  • SUBTRACK: Human Resources
  • TYPE: Presentations

For institutions that currently use paper or third-party timesheets, this workshop will introduce you to Banner’s Web Time Entry system, which also includes Leave Reporting and Leave Request in Advance modules.

Presenter: Brett Reich

3:00pm

New FTC SafeGuard Cybersecurity Requirements for Title IV Institutions

  • TRACK: Leadership
  • SUBTRACK: Cybersecurity
  • TYPE: Presentation

Attend and learn about the new FTC requirements for all institutions that offer federal aid. These controls are required to be implemented by June 9th, 2023. We will break down the impact and potential solutions to this new compliance requirement.

Presenter: Brian Kirk

3:00pm

Overview of Extensibility Tools

  • TRACK: Technical
  • SUBTRACK: B9SS
  • TYPE: Presentation

Discussion and demonstrations for tools available for configuring and extending Banner 9 Self Service.

Presenter: David Gilmore

3:00pm

Contain Your ERP: Leveraging Container Technologies to Optimize IT Operations

  • TRACK: Technical
  • SUBTRACK: Cloud
  • TYPE: Presentation

This talk will cover the benefits, strategies, and implementation details in utilizing container technologies in an ERP environment. We will discuss ways to maximize your return on engineering effort through High Availability, Horizontal Scaling, Zero Downtime Continuous Deployment and Delivery, and End to End Observability.

Presenter: Gabe Tocci

3:00pm

Getting Started with Ellucian Experience

  • TRACK: Technical
  • SUBTRACK: General
  • TYPE: Presentation

We’ll discuss why Ellucian Experience is important, what can be done with each tier, and provide an overview of the steps needed to implement the platform.

Presenters: Adam Travis, Alice Kim

3:00pm

General Integration

  • TRACK: Technical
  • SUBTRACK: Integration
  • TYPE: Roundtable

Discussing 3rd Party integrations to Banner focusing on ADP, National Student Clearing House PDP, Blackbaud, and more.

Facilitator: Rod Vivian

3:00pm

The College Jigsaw Puzzle: How Salesforce Helps Connect a Disconnected Student Experience

  • TRACK: General
  • SUBTRACK: CRM
  • TYPE: Presentation

Today’s students expect more than ever before from their collegiate digital experience. While Amazon and Netflix have set high expectations for easy and seamless digital experiences via cell phones, reality for campus digital experiences proves a bewildering array of services and support options that often overwhelm and confuse students, breeding dissatisfaction that often leads to disconnection. Our session will unpack how future-ready institutions increase student success by leveraging enterprise CRM technology to provide proactive holistic support and service across the full student lifecycle while improving university decision making, collaboration, and productivity.

Presenters: Dale Vander Wall (Salesforce), Stephanie Brewster (Salesforce)

February 15, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

12:00pm

Financial Aid File Structure in Colleague

  • TRACK: Colleague
  • SUBTRACK: Financial Aid
  • TYPE: Presentation

A brief overview of the file structure of Colleague Financial Aid.

Presenter: John Windham

12:00pm

Using Ethos to Integrate Colleague with the ILP

  • TRACK: Colleague
  • SUBTRACK: Technical
  • TYPE: Presentation

As Ellucian moves more and more towards the Ethos platform, learn what is needed and how to successfully configure your Colleague environment for Ethos and how to further extend Ethos for LMS integration through ILP for systems such as Moodle, Canvas, Desire2Learn and Blackboard.

Presenters: Sam Howard, Deanna Black

12:00pm

Student Success and Slate

  • TRACK: CRM
  • SUBTRACK: Slate
  • TYPE: Presentation

Best practices and how to approach a project in Slate.

Presenters: Brian Regan, Kathryn Lucas

12:00pm

Talking about Diversity, Equity, Inclusion, Belonging on Campus

  • TRACK: Leadership
  • SUBTRACK: General
  • TYPE: Presentation

With the realization that if we stop talking about this we are going to stop talking about it; we will examine issues and strategies for using technology to improve the student and employee experience for a diverse community.

Presenters: Adam Travis, Doresa Ibrahim

12:00pm

Cloud Migration

  • TRACK: Technical
  • SUBTRACK: Cloud
  • TYPE: Roundtable

Open discussion about cloud migration. A place to ask questions or talk about your journey.

Facilitator: Ian Becker

12:00pm

Ethos Integration

  • TRACK: Technical
  • SUBTRACK: Integration
  • TYPE: Roundtable

Facilitator: Sohail Syed

12:00pm

Proxy Management/Global Proxy Resolutions in Banner 9

  • TRACK: Banner
  • SUBTRACK: General
  • TYPE: Presentation

With the use of Single Sign On in Banner, it is harder for administrators and parents to login and see what a Student sees in self service! Proxy Access and Global Proxy is a valuable tool to provide services to these areas. Overviews of both will be provided.

Presenters: Deb Joseph, Mary DeGraw

12:00pm

Innovative Solutions with Degree Works

  • TRACK: Banner
  • SUBTRACK: Degree Works
  • TYPE: Roundtable

Higher Education is full of complex data questions and tricky curriculum rules. Come share and discuss the different ways you and your school have used innovative solutions to solve a tricky problem in Degree Works.

Facilitators: Kylie Edmond, AJ McCabe

12:00pm

SSB 9.4.4, 9.4.5, and 9.4.6 Finance Versions Overview Configuration Differences

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Presentation

Overview the configuration and functional enhancements in versions of 9.4.5 to 9.4.7.

Presenter: Steve Barcus

12:00pm

SSB9 My Requisitions

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Presentations

My Requisitions in Banner Finance 9 Self Service.

Presenter: Fred Blythe

12:00pm

What’s New in Banner AR

  • TRACK: Banner
  • SUBTRACK: Accounts Receivable
  • TYPE: Presentation

Find out about recent updates to Banner 9 AR including Uploading Charges or Payments, Accounting by Program or CRN and more.

Presenters: Kimberly Saving-Sherman, John Brown

1:00pm

Salesforce Student Success

  • TRACK: CRM
  • SUBTRACK: Salesforce
  • TYPE: Roundtable

Join this discussion session to share and learn more about student success utlilizing the Salesforce for Education CRM platform. Topics may include advising, scheduling, success stories, data architecture, student portals, one-stop student support, and marketing automation. Bring your questions, topics, and share your experiences.

Facilitators: Anna Bailey, Amy Kuenzel, Brent Mellow

1:00pm

Gift Processing in Slate

  • TRACK: CRM
  • SUBTRACK: Slate
  • TYPE: Presentation

Best ways to manage gift processing in Slate Advancement. System set-up and recommended operational procedures will be covered, from gift processing to receipting, separation of duties, ancillary tasks, and integration for the feed to finance.

Presenters: David Smittle, Brian Regan

1:00pm

OCI New Features

  • TRACK: Technical
  • SUBTRACK: Cloud
  • Type: Presentation

Oracle Cloud Infrastructure is evolving constantly and new features are being released all the time. From the Landing Zone to zero downtime loss with database systems, we’ll share the details on how we’re using these new tools to help clients migrate their Banner stack to the cloud.

Presenter: Marianne Gilfillan

1:00pm

Demystifying Ethos for 2023

  • TRACK: Technical
  • SUBRACK: Integration
  • TYPE: Presentation

Ellucian has announced more products and features as part of the Ethos Platform. This technical session will investigate the various pieces of the Ethos Platform, and technical requirements to get started with Ethos Integration (including Business Process APIs), Data Access, and Data Connect. We will look at how how it might fit into your institution’s environment and strategy.

Presenter: Adam Travis

1:00pm

Page Builder

  • TRACK: Technical
  • SUBTRACK: Integration
  • TYPE: Roundtable

Participate in a live discussion of Page Builder tips, tricks and projects.

Facilitator: Adam Travis

1:00pm

Mass Processing in Banner Student

  • TRACK: Banner
  • SUBTRACK: Student
  • TYPE: Presentation

Learn about old ways and new ways to perform mass processing to populations of students within Banner. Pages like SHAMDEG, SFAMREG, SGAMSTU, SGAMSPT, and more will be covered.

Presentors: Jacob Jones, Mary DeGraw

1:00pm

Practical Uses for Detail Code Priority Codes

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Presentation

Strategies to make priority codes work for your institution and thoughts on how it can improve the efficiency of application of payments.

Presenter: Dennis Wilson

1:00pm

SSB9 My Journals

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Presentation

My Journals in Banner Finance 9 Self Service.

Presenter: Fred Blythe

2:00pm

Meet Our Sponsors

Please visit our sponsors in the exhibit hall.

  • Anthology
  • Conga
  • IData
  • Salesforce
  • Syntellis
  • Workday
2:30pm

Networking

Join us for real time video networking and connect with conference attendees, sponsors, presenters, and SIG consultants!

Look for the “Real-time video networking” button in the conference lobby.

3:00pm

Clarifying the Clearinghouse Reports in Banner

  • TRACK: Banner
  • SUBTRACK: Student
  • TYPE: Presentation

Join us as we demystify the data sources for the National Student Clearinghouse reporting objects in Banner. We’ll share interesting facts, tips and tricks that will be useful in completing your NSC reporting.

Presenters: LeWanna Hobbs, Angelic Cummings

3:00pm

Implementing the NASFAA Aid Offer Template in BCM

  • TRACK: Banner
  • SUBTRACK: Financial Aid
  • TYPE: Presentation

Providing a clear award offer continues to be a point of empahasis from the Department of Education and NASFAA. How can colleges use BCM to achieve this goal? We will provide a detailed walk through.

Presenters: Jim Olick

3:00pm

Effort Certification

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Presentation

Quick guide to setting up Effort Certification for Grants.

Presenter: Brian Nolan

3:00pm

Deepen Your Student Engagement with Slack

  • TRACK: CRM
  • SUBTRACK: Salesforce
  • TYPE: Presentation

Learn how universities empower faculty and staff to deepen their proactive engagement with students and help keep them on track to graduate, using Slack and the Salesforce for Education platform.

Presenter: Brent Mellow, Keith Bauer (Slack for Education and Nonprofits)

3:00pm

Portals, Portals, Portals

  • TRACK: CRM
  • SUBTRACK: Slate
  • TYPE: Roundtable

Join us for a discussion on portals.

Facilitator: Kathryn Lucas

3:00pm

Communication Strategies

  • TRACK: Leadership
  • SUBTRACK: General
  • TYPE: Panel

BCM or CRM, SMS, Mobile, etc. Policies, Tools, strategies to avoid overwhelming Students/ Employees.

Panelists: Brian Regan, Adam Travis, Anna Bailey

3:00pm

Protect Your Data with Oracle Data Guard

  • TRACK: Technical
  • SUBTRACK: DBA
  • TYPE: Presentation

How to set up and use Oracle Data Guard to ensure high availability, data protection and disaster recovery for your Oracle databases.

Presenters: Anthony Becker, Michelle Ly

3:00pm

Banner Workflow

  • TRACK: Technical
  • SUBTRACK: Integration
  • TYPE: Roundtable

Join the Discussion on the most common uses of Banner Workflow, how schools are leveraging Banner Workflow with Page Builder, and questions about Banner Workflow utilization in the current climate of Ellucian.

Facilitator: Doresa Ibrahim

3:00pm

Pragmatic Data Integration Strategy: An Insider’s Guide

  • TRACK:
  • SUBTRACK: Integration
  • TYPE: Presentation

In this session, we will discuss various goals and strategies for managing data integration needs at your institution. The presentation will include a panel of experienced system integration professionals that have worked at institutions, consulting firms, and integration providers.  Led by Brian Parish, CEO of IData, the group will discuss different approaches for build vs. buy, tools, development, protocols, API’s, vendor solutions, requests, documentation, catalog, maintenance, enhancements, and support.  This will take the format of an honest survey of options and approaches, followed by an Ask-Me-Anything (AMA) style Q&A.  Hope you can join us for this informative session.

Presenter: Brian Parish, President and Founder of IData

February 16, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

12:00pm

Salesforce Admissions

  • TRACK: CRM
  • SUBTRACK: Salesforce
  • TYPE: Roundtable

Join this discussion session to share and learn more about recruting and admissions utlilizing the Salesforce for Education CRM platform. Topics may include tips & tricks, challenges, opportunities, success stories, data architecture, applicant portals, marketing automation, and more! Bring your questions, topics, and share your experiences.

Facilitators: Jasmine Durrett, Brent Mellow, Karen Stock

12:00pm

Prospect Management in Slate

  • TRACK: CRM
  • SUBTRACK: Slate
  • TYPE: Presentation

Best ways to manage prospects in Slate Advancement. Tips and tricks for enabling fundraisers to manage their prospects and portfolios, such as stages, from prospect identification to permanent stewardship, internal staff or peer ratings–plus external ratings from wealth screening services, primary and secondary staff assignment capabilities, and a next-step tickler reminder system.

Presenters: Brian Regan, David Smittle

12:00pm

Navigating Banner 9 Self Service

  • TRACK: Technical
  • SUBTRACK: B9SS
  • TYPE: Presentation

If you are just getting started with Banner 9 Self Service, this session is designed to help accelerate your process. Will explore differences between Banner 8 and Banner 9 that will impact your users. We’ll explore options and offer tips for setting up navigation to and between Banner 9 Self Service applications.

Presenters: David Gilmore, Adam Travis

12:00pm

Sky High Success: Elevating Your ERP Cloud Strategy to a Higher Level

  • TRACK: Technical
  • SUBTRACK: Cloud
  • TYPE: Presentation

This talk will cover the strategies that make an ERP cloud migration go smooth, as well as common day-two / post-migration tasks. We will discuss methods and tools for leveraging your cloud investment and maximizing cloud computing capabilities to create highly available, cost-efficient, serverless, self-healing cloud architectures wherever possible.

Presenter: Gabe Tocci

12:00pm

Attendance Tracking in Banner Self Service

  • TRACK: Banner
  • SUBTRACK: Student
  • TYPE: Presentation

Can Banner Attendance Tracking meet your needs? Come see how Attendance Tracking can help your institution with Early Alerts, No Show reporting, and staying in compliance with Last Day of Attendance Tracking.

Presenters: Angelic Cummings, Ellen Jetto

12:00pm

How Robust is Your Cybersecurity Program (and how do you measure it?)

  • TRACK: Leadership
  • SUBTRACK: Cybersecurity
  • TYPE: Presentation

An overview of the challenges presented implementing cybersecurity controls in a learning environment and the tools and technologies that are useful to overcome them.

Presenter: Brian Kirk

12:00pm

Identifying Crossover Opportunities for Budget

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Roundtable Discussion

Discussion of interface between Position Budgeting and Finance

Facilitators: Brian Nolan, Suz-Ann Olofson, Vi Rapuano

12:00pm

BCM Financial Aid

  • TRACK: Banner
  • SUBTRACK: Financial Aid
  • TYPE: Roundtable

Regulatory and customer service expectations continue to rise, let’s chat about how BCM can help achieve your goals. Share your tips and tricks while learning from other institutions. Join a conversation with BCM Financial Aid users.

Facilitator: Jim Olick

1:00pm

Meet Our Sponsors

Please visit our sponsors in the exhibit hall.

  • Anthology
  • Conga
  • IData
  • Salesforce
  • Syntellis
  • Workday
1:30pm

Networking

Join us for real time video networking and connect with conference attendees, sponsors, presenters, and SIG consultants!

Look for the “Real-time video networking” button in the conference lobby.

2:00pm

How UNC Supports Modern Student Lifecycle While Simultaneously Creating Operational Efficiencies

  • TRACK: General
  • SUBTRACK: General
  • TYPE: Presentation

This informative session will share how the University of Northern Colorado (UNC) seamlessly integrated Flywire into its Banner system to streamline the payment and past-due receivables process. By partnering with Flywire, UNC is now able to proactively collect on more accounts internally and reduce collection agency placements, ultimately keeping more students enrolled. Learn how Flywire’s innovative self-service capabilities enable payers and departments to flexibly manage payments. From implementation to day-to-day operations, discover best practices, tips and tools you can use to enhance student experience while more strategically managing your payment and reconciliation process.

Presenters: Jim Garrant (Flywire), Geri Landwehr (University of Northern Colorado)

2:00pm

Salesforce Advancement

  • TRACK: CRM
  • SUBTRACK: Salesforce
  • TYPE: Roundtable

Join this discussion session to share and learn more about advancement utlilizing the Salesforce for Education CRM platform. Topics may include multi and single-org strategies, native and third-party ISV add-on capabilities, pledge management, online giving, success stories, donor management, gift management, data architecture, and marketing automation. Bring your questions, topics, and share your experiences.

Facilitators: Brent Mellow, Stephanie Leith, Susan Eisenman

2:00pm

BI and CRM

  • TRACK: Leadership
  • SUBTRACK: General
  • TYPE: Presentation

Hear how UNWSP used AWS to build a data Hub that handled its Slate integration and feed their data warehouse. We will discuss the structure of the Slate queries and source formats, use of AWS and Banner API’s used.

Presenter: Brian Regan

2:00pm

Pushing the Page Builder Envelope

  • TRACK: Technical
  • SUBTRACK: B9SS
  • TYPE: Presentation

Join SIG’s Page Builder pros for a discussion and demonstration of ways to get more features out of Page Builder in creative ways.

Presenter: Sohail Syed

2:00pm

The Power of Text Manager in Banner

  • TRACK: Technical
  • SUBTRACK: General
  • TYPE: Presentation

Learn how to leverage Text Manager—a Banner module that provides the ability to customize text strings in both Admin Pages and Self Service.

Presenters: Ali Penton, Adam Travis, David Gilmore

2:00pm

IAM & SSO

  • TRACK: Technical
  • SUBTRACK: Integration
  • TYPE: Roundtable

Facilitator: Tom O’Neill

2:00pm

Creating a Data Help Desk

  • TRACK: General
  • SUBTRACK: General
  • TYPE: Presentation

The power and efficiency of taking a customer service approach to data governance, data catalog, and general data intelligence – This session will discuss an effective approach to data intelligence, data catalog 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. A data-related help desk is similar to an IT help desk. Join us in this informative session on how a customer service approach will lead to trusted and better used data as well as saving time. Hope you can join us.

Presenter: Brian Parish, President and Founder of IData

2:00pm

GURFEED Interface

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Presentation

Quick overview of the GURFEED interface into Banner Finance.

Presenter: Dennis Wilson

2:00pm

SSB9 Approve Documents

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Presentation

Approve Documents in Banner Finance 9 Self Service.

Presenter: Fred Blythe

2:00pm

AIP Discussion

  • TRACK: Banner
  • SUBTRACK: Student
  • TYPE: Roundtable

We will discuss various uses of AIP and address questions and concerns.

Facilitator: Kyle Jackson

3:00pm

Meeting the Digital Demands of Higher Education

  • TRACK: General
  • SUBTRACK: General
  • TYPE: Presentation

Scott Owen, VP of Global Partnerships and Alliances, discusses how Conga helps higher education institutions meet the demands of a digital experience for students and employees. Through document generation, higher education institutions can streamline enrollment processes, protect student information with secure eSignature practices, and simplify records for students and staff alike. 

Presenter: Scott Owen, Conga

3:00pm

Empowering Employee Self-Service Banner 9

  • TRACK: Banner
  • SUBTRACK: Human Resources
  • TYPE: Presentation

Banner 9 Employee Self Service brings new and improved functionality for Employees as well as HR and Payroll staff. This session will explore ways to get the most out of Banner 9 Self Service for HR

Presenter: Brett Reich

3:00pm

Auto-refunding

  • TRACK: Banner
  • SUBTRACK: Accounts Receivable
  • TYPE: Presentation

Best practice for auto-refunding student accounts.

Presenters: Brian Nolan, Dennis Wilson

3:00pm

Park Yourself at this Presentation
Case Study: Using PageBuilder to Implement a Parking Payment System

  • TRACK: Banner
  • SUBTRACK: General
  • TYPE: Presentation

Ellucian’s Pagebuilder tool allows institutions to add self service pages to extend services provided to campus community. In this session learn how University of Detroit Mercy has harnessed the power of Pagebuilder to provide a parking enrollment system – that is integrated with SSB9.

Presenter: Vijaya Sastry

3:00pm

Banner Financial Aid / Student Course Program of Study (CPoS)

  • TRACK: Banner
  • SUBTRACK: Degree Works
  • TYPE: Roundtable

Whether you are live with Course Program of Study or interested in learning from your peers, bring your CPOS questions, issues, and concerns to the table at this roundtable discussion. SIG has worked with numerous schools across the U.S. to implement this Banner Financial Aid functionality with Degree Works and CAPP.

Facilitators: John Crispino, Mary Krallman

3:00pm

California College Promise Discussion

  • TRACK: Colleague
  • SUBTRACK: Financial Aid
  • TYPE: Presentation

How is your institution handling the new requirements for the California College Promise (CCC)?

Presenters: Shari Waters, John Windham

3:00pm

Branding Editor

  • TRACK: CRM
  • SUBTRACK: Slate
  • TYPE: Roundtable

Join us in a discussion with Christopher Johnson from Coast Community College District on best uses for the branding editor and how to maximize its use. We will share how we developed variable branding in a Slate instance that houses three colleges and discuss tips and tricks for using the editor.

Facilitator: Brian Regan

3:00pm

Higher Education CBO Survey Results and FP&A Modernization Trends

  • TRACK: General
  • SUBTRACK: General
  • TYPE: Presentation

Syntellis conducts an annual survey of Higher Education Chief Business Officers, and we look forward to sharing the latest results with SIG Connect attendees!  Also learn how campuses are implementing modernized financial planning and analysis tools to help with budgeting, capital planning, grants planning, commitments planning, and tuition revenue projections.

Presenter: Kevin Bresser, Syntellis

February 14, 2023

All times are Eastern (GMT-5) Time zone


Keynote Speaker

12:00pm

Keynote – The Generational Shift: Moving Forward Better Together

Becoming a learning organization and building a culture where people feel cared for, are encouraged to be curious, and there is a spirit of collaboration is essential to long-term success in today’s world. With 5 generations present across organizations and the huge tensions that exist between these generations, developing culturally intelligent leaders who are adept at bringing out the best in their generationally diverse teams and organizations can be a challenge, but once accomplished, it will reduce this tension and allow for more psychologically safe and innovative spaces.  

Katherine Jeffery, PhD

Conference Sessions

1:15pm

Meet Our Sponsors

Please visit our sponsors in the exhibit hall.

  • Anthology
  • Conga
  • IData
  • Salesforce
  • Syntellis
  • Workday
2:00pm

Colleague Purchasing Approval Routing Configuration and Implementation in Self Service

  • TRACK: Colleague
  • SUBTRACK: Finance
  • TYPE: Presentation

Security is of paramount importance, particularly when generating reports filled with sensitive information. This session will examine how to deploy and use shared hold directories for Colleague reports to enable users to share output in a secure manner.

Presenters: Sam Howard, Deanna Black

2:00pm

Student Program Plan Building with Salesforce

  • TRACK: CRM
  • SUBTRACK: Salesforce
  • TYPE: Presentation

Join us to learn how schools are building dynamic student program plans with Salesforce for Education.

Presenters: Javi Olmos, Mark Flanagan

2:00pm

Slate Student Success

  • TRACK: CRM
  • SUBTRACK: Slate
  • TYPE: Roundtable

Join a discussion for best practices on Slate Student Success. Share tips and tricks for case management, integrations, staff usage and other aspects of Slate.

Facilitator: Brian Regan

2:00pm

Oracle’s Advanced Security to Setup Data Encryption

  • TRACK: Technical
  • SUBTRACK: DBA
  • TYPE: Presentation

How to use Advanced security and set up Transparent data encryption (TDE) in the Oracle Database. This presentation will cover the basics of setting up TDE, its advantages and limitations.

Presenter: Anthony Becker

2:00pm

Automating Title IV File Exchange with TD Client

  • TRACK: Technical
  • SUBTRACK: Financial Aid
  • TYPE: Presentation

General discussion about automating this process in an automation tool agnostic way.

Presenter: David Gilmore

2:00pm

Banner Security Forum

  • TRACK: Technical
  • SUBTRACK: Cybersecurity
  • TYPE: Roundtable

Many institutions are noticing increased application complexity, greater audit and risk management requirements, and an elevated threat landscape around higher education. Bring your questions and items to share with peers in an open discussion about Banner Security.

Facilitator: Adam Travis

2:00pm

Degree Works Reporting

  • TRACK: Banner
  • SUBTRACK: Degree Works
  • TYPE: Presentation

This session will be an examination of the DW tables and some examples of what types of reports can be created from the DW data.

Presenter: Dennis Crowson

2:00pm

Faculty Feedback in Banner

  • TRACK: Banner
  • SUBTRACK: Student
  • TYPE: Presentation

See how Faculty Feedback can be used to enhance your faculty engagement and student retention.

Presenter: Kyle Jackson

2:00pm

How to Plan for and Implement Period/Algorithmic Budgeting

  • TRACK: Banner
  • SUBTRACK: Financial Aid
  • TYPE: Presentation

See a strategy and guide for implementing Period/Algorithmic Budgeting and more to a more efficient process with less annual maintenance.

Presenter: Gary Davis

2:00pm

Mass Data Update Utility for Banner (MDUU)

  • TRACK: Banner
  • SUBTRACK: General
  • TYPE: Presentation

Mass Data Update Utility (MDUU) allows users to easily create processes for modifying data in Banner. This presentation will provide an overview of MDUU and will demonstrate a basic example of updating data.

Presenter: Lynne Wagner

2:00pm

GMU Chart Reimplementation

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Presentation

Overview of George Mason University’s approach to a chart reimplementation with AR, Payroll and Finance conversions in 18 months.

Presenter: Steven Barcus, Aileen Miller (George Mason University)

2:00pm

Banner Self Service 9

  • TRACK: Banner
  • SUBTRACK: Human Resources
  • TYPE: Roundtable

Discussion on Banner Self Service 9 for Human Resources.

Facilitator: Brett Reich

2:00pm

SSB9 My Finance Query

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Presentation

My Finance Query in Banner Finance 9 Self Service.

Presenter: Fred Blythe

3:00pm

Banner Communication Management

  • TRACK: Banner
  • SUBTRACK: Student
  • TYPE: Presentation

Come see the Banner Communication Management Suite tool and functionality.

Presenter: Kyle Jackson

3:00pm

Banner Communication Management & Accounts Receivables

  • TRACK: Banner
  • SUBTRACK: Accounts Receivable
  • TYPE: Presentation

Using Banner Communication Management to streamline and automate Student AR communication.

Presenter: John Brown

3:00pm

Calgrant – Baseline Banner Procession

  • TRACK: Banner
  • SUBTRACK: Accounts Receivable
  • TYPE: Presentation

This session will quickly review the current iteration of the Banner Calgrant process, and upgrades released in the last year. Then we will open up the discussion to talk about lessons learned and some of the challenges of working with ETHOS as a core piece of the process. If you are using the processes, or just need more information, please attend to exchange information with your fellow California (it’s not just for community colleges) colleagues.

Presenter: Laurie Neil

3:00pm

Budget Development

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Roundtable

Open discussion of best practices for Budget Development (Finance and Personnel).

Facilitator: Brian Nolan

3:00pm

Timesheets for a Remote Workforce

  • TRACK: Banner
  • SUBTRACK: Human Resources
  • TYPE: Presentations

For institutions that currently use paper or third-party timesheets, this workshop will introduce you to Banner’s Web Time Entry system, which also includes Leave Reporting and Leave Request in Advance modules.

Presenter: Brett Reich

3:00pm

New FTC SafeGuard Cybersecurity Requirements for Title IV Institutions

  • TRACK: Leadership
  • SUBTRACK: Cybersecurity
  • TYPE: Presentation

Attend and learn about the new FTC requirements for all institutions that offer federal aid. These controls are required to be implemented by June 9th, 2023. We will break down the impact and potential solutions to this new compliance requirement.

Presenter: Brian Kirk

3:00pm

Overview of Extensibility Tools

  • TRACK: Technical
  • SUBTRACK: B9SS
  • TYPE: Presentation

Discussion and demonstrations for tools available for configuring and extending Banner 9 Self Service.

Presenter: David Gilmore

3:00pm

Contain Your ERP: Leveraging Container Technologies to Optimize IT Operations

  • TRACK: Technical
  • SUBTRACK: Cloud
  • TYPE: Presentation

This talk will cover the benefits, strategies, and implementation details in utilizing container technologies in an ERP environment. We will discuss ways to maximize your return on engineering effort through High Availability, Horizontal Scaling, Zero Downtime Continuous Deployment and Delivery, and End to End Observability.

Presenter: Gabe Tocci

3:00pm

Getting Started with Ellucian Experience

  • TRACK: Technical
  • SUBTRACK: General
  • TYPE: Presentation

We’ll discuss why Ellucian Experience is important, what can be done with each tier, and provide an overview of the steps needed to implement the platform.

Presenters: Adam Travis, Alice Kim

3:00pm

General Integration

  • TRACK: Technical
  • SUBTRACK: Integration
  • TYPE: Roundtable

Discussing 3rd Party integrations to Banner focusing on ADP, National Student Clearing House PDP, Blackbaud, and more.

Facilitator: Rod Vivian

3:00pm

The College Jigsaw Puzzle: How Salesforce Helps Connect a Disconnected Student Experience

  • TRACK: General
  • SUBTRACK: CRM
  • TYPE: Presentation

Today’s students expect more than ever before from their collegiate digital experience. While Amazon and Netflix have set high expectations for easy and seamless digital experiences via cell phones, reality for campus digital experiences proves a bewildering array of services and support options that often overwhelm and confuse students, breeding dissatisfaction that often leads to disconnection. Our session will unpack how future-ready institutions increase student success by leveraging enterprise CRM technology to provide proactive holistic support and service across the full student lifecycle while improving university decision making, collaboration, and productivity.

Presenters: Dale Vander Wall (Salesforce), Stephanie Brewster (Salesforce)

February 15, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

12:00pm

Financial Aid File Structure in Colleague

  • TRACK: Colleague
  • SUBTRACK: Financial Aid
  • TYPE: Presentation

A brief overview of the file structure of Colleague Financial Aid.

Presenter: John Windham

12:00pm

Using Ethos to Integrate Colleague with the ILP

  • TRACK: Colleague
  • SUBTRACK: Technical
  • TYPE: Presentation

As Ellucian moves more and more towards the Ethos platform, learn what is needed and how to successfully configure your Colleague environment for Ethos and how to further extend Ethos for LMS integration through ILP for systems such as Moodle, Canvas, Desire2Learn and Blackboard.

Presenters: Sam Howard, Deanna Black

12:00pm

Student Success and Slate

  • TRACK: CRM
  • SUBTRACK: Slate
  • TYPE: Presentation

Best practices and how to approach a project in Slate.

Presenters: Brian Regan, Kathryn Lucas

12:00pm

Talking about Diversity, Equity, Inclusion, Belonging on Campus

  • TRACK: Leadership
  • SUBTRACK: General
  • TYPE: Presentation

With the realization that if we stop talking about this we are going to stop talking about it; we will examine issues and strategies for using technology to improve the student and employee experience for a diverse community.

Presenters: Adam Travis, Doresa Ibrahim

12:00pm

Cloud Migration

  • TRACK: Technical
  • SUBTRACK: Cloud
  • TYPE: Roundtable

Open discussion about cloud migration. A place to ask questions or talk about your journey.

Facilitator: Ian Becker

12:00pm

Ethos Integration

  • TRACK: Technical
  • SUBTRACK: Integration
  • TYPE: Roundtable

Facilitator: Sohail Syed

12:00pm

Proxy Management/Global Proxy Resolutions in Banner 9

  • TRACK: Banner
  • SUBTRACK: General
  • TYPE: Presentation

With the use of Single Sign On in Banner, it is harder for administrators and parents to login and see what a Student sees in self service! Proxy Access and Global Proxy is a valuable tool to provide services to these areas. Overviews of both will be provided.

Presenters: Deb Joseph, Mary DeGraw

12:00pm

Innovative Solutions with Degree Works

  • TRACK: Banner
  • SUBTRACK: Degree Works
  • TYPE: Roundtable

Higher Education is full of complex data questions and tricky curriculum rules. Come share and discuss the different ways you and your school have used innovative solutions to solve a tricky problem in Degree Works.

Facilitators: Kylie Edmond, AJ McCabe

12:00pm

SSB 9.4.4, 9.4.5, and 9.4.6 Finance Versions Overview Configuration Differences

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Presentation

Overview the configuration and functional enhancements in versions of 9.4.5 to 9.4.7.

Presenter: Steve Barcus

12:00pm

SSB9 My Requisitions

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Presentations

My Requisitions in Banner Finance 9 Self Service.

Presenter: Fred Blythe

12:00pm

What’s New in Banner AR

  • TRACK: Banner
  • SUBTRACK: Accounts Receivable
  • TYPE: Presentation

Find out about recent updates to Banner 9 AR including Uploading Charges or Payments, Accounting by Program or CRN and more.

Presenters: Kimberly Saving-Sherman, John Brown

1:00pm

Salesforce Student Success

  • TRACK: CRM
  • SUBTRACK: Salesforce
  • TYPE: Roundtable

Join this discussion session to share and learn more about student success utlilizing the Salesforce for Education CRM platform. Topics may include advising, scheduling, success stories, data architecture, student portals, one-stop student support, and marketing automation. Bring your questions, topics, and share your experiences.

Facilitators: Anna Bailey, Amy Kuenzel, Brent Mellow

1:00pm

Gift Processing in Slate

  • TRACK: CRM
  • SUBTRACK: Slate
  • TYPE: Presentation

Best ways to manage gift processing in Slate Advancement. System set-up and recommended operational procedures will be covered, from gift processing to receipting, separation of duties, ancillary tasks, and integration for the feed to finance.

Presenters: David Smittle, Brian Regan

1:00pm

OCI New Features

  • TRACK: Technical
  • SUBTRACK: Cloud
  • Type: Presentation

Oracle Cloud Infrastructure is evolving constantly and new features are being released all the time. From the Landing Zone to zero downtime loss with database systems, we’ll share the details on how we’re using these new tools to help clients migrate their Banner stack to the cloud.

Presenter: Marianne Gilfillan

1:00pm

Demystifying Ethos for 2023

  • TRACK: Technical
  • SUBRACK: Integration
  • TYPE: Presentation

Ellucian has announced more products and features as part of the Ethos Platform. This technical session will investigate the various pieces of the Ethos Platform, and technical requirements to get started with Ethos Integration (including Business Process APIs), Data Access, and Data Connect. We will look at how how it might fit into your institution’s environment and strategy.

Presenter: Adam Travis

1:00pm

Page Builder

  • TRACK: Technical
  • SUBTRACK: Integration
  • TYPE: Roundtable

Participate in a live discussion of Page Builder tips, tricks and projects.

Facilitator: Adam Travis

1:00pm

Mass Processing in Banner Student

  • TRACK: Banner
  • SUBTRACK: Student
  • TYPE: Presentation

Learn about old ways and new ways to perform mass processing to populations of students within Banner. Pages like SHAMDEG, SFAMREG, SGAMSTU, SGAMSPT, and more will be covered.

Presentors: Jacob Jones, Mary DeGraw

1:00pm

Practical Uses for Detail Code Priority Codes

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Presentation

Strategies to make priority codes work for your institution and thoughts on how it can improve the efficiency of application of payments.

Presenter: Dennis Wilson

1:00pm

SSB9 My Journals

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Presentation

My Journals in Banner Finance 9 Self Service.

Presenter: Fred Blythe

2:00pm

Meet Our Sponsors

Please visit our sponsors in the exhibit hall.

  • Anthology
  • Conga
  • IData
  • Salesforce
  • Syntellis
  • Workday
2:30pm

Networking

Join us for real time video networking and connect with conference attendees, sponsors, presenters, and SIG consultants!

Look for the “Real-time video networking” button in the conference lobby.

3:00pm

Clarifying the Clearinghouse Reports in Banner

  • TRACK: Banner
  • SUBTRACK: Student
  • TYPE: Presentation

Join us as we demystify the data sources for the National Student Clearinghouse reporting objects in Banner. We’ll share interesting facts, tips and tricks that will be useful in completing your NSC reporting.

Presenters: LeWanna Hobbs, Angelic Cummings

3:00pm

Implementing the NASFAA Aid Offer Template in BCM

  • TRACK: Banner
  • SUBTRACK: Financial Aid
  • TYPE: Presentation

Providing a clear award offer continues to be a point of empahasis from the Department of Education and NASFAA. How can colleges use BCM to achieve this goal? We will provide a detailed walk through.

Presenters: Jim Olick

3:00pm

Effort Certification

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Presentation

Quick guide to setting up Effort Certification for Grants.

Presenter: Brian Nolan

3:00pm

Deepen Your Student Engagement with Slack

  • TRACK: CRM
  • SUBTRACK: Salesforce
  • TYPE: Presentation

Learn how universities empower faculty and staff to deepen their proactive engagement with students and help keep them on track to graduate, using Slack and the Salesforce for Education platform.

Presenter: Brent Mellow, Keith Bauer (Slack for Education and Nonprofits)

3:00pm

Portals, Portals, Portals

  • TRACK: CRM
  • SUBTRACK: Slate
  • TYPE: Roundtable

Join us for a discussion on portals.

Facilitator: Kathryn Lucas

3:00pm

Communication Strategies

  • TRACK: Leadership
  • SUBTRACK: General
  • TYPE: Panel

BCM or CRM, SMS, Mobile, etc. Policies, Tools, strategies to avoid overwhelming Students/ Employees.

Panelists: Brian Regan, Adam Travis, Anna Bailey

3:00pm

Protect Your Data with Oracle Data Guard

  • TRACK: Technical
  • SUBTRACK: DBA
  • TYPE: Presentation

How to set up and use Oracle Data Guard to ensure high availability, data protection and disaster recovery for your Oracle databases.

Presenters: Anthony Becker, Michelle Ly

3:00pm

Banner Workflow

  • TRACK: Technical
  • SUBTRACK: Integration
  • TYPE: Roundtable

Join the Discussion on the most common uses of Banner Workflow, how schools are leveraging Banner Workflow with Page Builder, and questions about Banner Workflow utilization in the current climate of Ellucian.

Facilitator: Doresa Ibrahim

3:00pm

Pragmatic Data Integration Strategy: An Insider’s Guide

  • TRACK:
  • SUBTRACK: Integration
  • TYPE: Presentation

In this session, we will discuss various goals and strategies for managing data integration needs at your institution. The presentation will include a panel of experienced system integration professionals that have worked at institutions, consulting firms, and integration providers.  Led by Brian Parish, CEO of IData, the group will discuss different approaches for build vs. buy, tools, development, protocols, API’s, vendor solutions, requests, documentation, catalog, maintenance, enhancements, and support.  This will take the format of an honest survey of options and approaches, followed by an Ask-Me-Anything (AMA) style Q&A.  Hope you can join us for this informative session.

Presenter: Brian Parish, President and Founder of IData

February 16, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

12:00pm

Salesforce Admissions

  • TRACK: CRM
  • SUBTRACK: Salesforce
  • TYPE: Roundtable

Join this discussion session to share and learn more about recruting and admissions utlilizing the Salesforce for Education CRM platform. Topics may include tips & tricks, challenges, opportunities, success stories, data architecture, applicant portals, marketing automation, and more! Bring your questions, topics, and share your experiences.

Facilitators: Jasmine Durrett, Brent Mellow, Karen Stock

12:00pm

Prospect Management in Slate

  • TRACK: CRM
  • SUBTRACK: Slate
  • TYPE: Presentation

Best ways to manage prospects in Slate Advancement. Tips and tricks for enabling fundraisers to manage their prospects and portfolios, such as stages, from prospect identification to permanent stewardship, internal staff or peer ratings–plus external ratings from wealth screening services, primary and secondary staff assignment capabilities, and a next-step tickler reminder system.

Presenters: Brian Regan, David Smittle

12:00pm

Navigating Banner 9 Self Service

  • TRACK: Technical
  • SUBTRACK: B9SS
  • TYPE: Presentation

If you are just getting started with Banner 9 Self Service, this session is designed to help accelerate your process. Will explore differences between Banner 8 and Banner 9 that will impact your users. We’ll explore options and offer tips for setting up navigation to and between Banner 9 Self Service applications.

Presenters: David Gilmore, Adam Travis

12:00pm

Sky High Success: Elevating Your ERP Cloud Strategy to a Higher Level

  • TRACK: Technical
  • SUBTRACK: Cloud
  • TYPE: Presentation

This talk will cover the strategies that make an ERP cloud migration go smooth, as well as common day-two / post-migration tasks. We will discuss methods and tools for leveraging your cloud investment and maximizing cloud computing capabilities to create highly available, cost-efficient, serverless, self-healing cloud architectures wherever possible.

Presenter: Gabe Tocci

12:00pm

Attendance Tracking in Banner Self Service

  • TRACK: Banner
  • SUBTRACK: Student
  • TYPE: Presentation

Can Banner Attendance Tracking meet your needs? Come see how Attendance Tracking can help your institution with Early Alerts, No Show reporting, and staying in compliance with Last Day of Attendance Tracking.

Presenters: Angelic Cummings, Ellen Jetto

12:00pm

How Robust is Your Cybersecurity Program (and how do you measure it?)

  • TRACK: Leadership
  • SUBTRACK: Cybersecurity
  • TYPE: Presentation

An overview of the challenges presented implementing cybersecurity controls in a learning environment and the tools and technologies that are useful to overcome them.

Presenter: Brian Kirk

12:00pm

Identifying Crossover Opportunities for Budget

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Roundtable Discussion

Discussion of interface between Position Budgeting and Finance

Facilitators: Brian Nolan, Suz-Ann Olofson, Vi Rapuano

12:00pm

BCM Financial Aid

  • TRACK: Banner
  • SUBTRACK: Financial Aid
  • TYPE: Roundtable

Regulatory and customer service expectations continue to rise, let’s chat about how BCM can help achieve your goals. Share your tips and tricks while learning from other institutions. Join a conversation with BCM Financial Aid users.

Facilitator: Jim Olick

1:00pm

Meet Our Sponsors

Please visit our sponsors in the exhibit hall.

  • Anthology
  • Conga
  • IData
  • Salesforce
  • Syntellis
  • Workday
1:30pm

Networking

Join us for real time video networking and connect with conference attendees, sponsors, presenters, and SIG consultants!

Look for the “Real-time video networking” button in the conference lobby.

2:00pm

How UNC Supports Modern Student Lifecycle While Simultaneously Creating Operational Efficiencies

  • TRACK: General
  • SUBTRACK: General
  • TYPE: Presentation

This informative session will share how the University of Northern Colorado (UNC) seamlessly integrated Flywire into its Banner system to streamline the payment and past-due receivables process. By partnering with Flywire, UNC is now able to proactively collect on more accounts internally and reduce collection agency placements, ultimately keeping more students enrolled. Learn how Flywire’s innovative self-service capabilities enable payers and departments to flexibly manage payments. From implementation to day-to-day operations, discover best practices, tips and tools you can use to enhance student experience while more strategically managing your payment and reconciliation process.

Presenters: Jim Garrant (Flywire), Geri Landwehr (University of Northern Colorado)

2:00pm

Salesforce Advancement

  • TRACK: CRM
  • SUBTRACK: Salesforce
  • TYPE: Roundtable

Join this discussion session to share and learn more about advancement utlilizing the Salesforce for Education CRM platform. Topics may include multi and single-org strategies, native and third-party ISV add-on capabilities, pledge management, online giving, success stories, donor management, gift management, data architecture, and marketing automation. Bring your questions, topics, and share your experiences.

Facilitators: Brent Mellow, Stephanie Leith, Susan Eisenman

2:00pm

BI and CRM

  • TRACK: Leadership
  • SUBTRACK: General
  • TYPE: Presentation

Hear how UNWSP used AWS to build a data Hub that handled its Slate integration and feed their data warehouse. We will discuss the structure of the Slate queries and source formats, use of AWS and Banner API’s used.

Presenter: Brian Regan

2:00pm

Pushing the Page Builder Envelope

  • TRACK: Technical
  • SUBTRACK: B9SS
  • TYPE: Presentation

Join SIG’s Page Builder pros for a discussion and demonstration of ways to get more features out of Page Builder in creative ways.

Presenter: Sohail Syed

2:00pm

The Power of Text Manager in Banner

  • TRACK: Technical
  • SUBTRACK: General
  • TYPE: Presentation

Learn how to leverage Text Manager—a Banner module that provides the ability to customize text strings in both Admin Pages and Self Service.

Presenters: Ali Penton, Adam Travis, David Gilmore

2:00pm

IAM & SSO

  • TRACK: Technical
  • SUBTRACK: Integration
  • TYPE: Roundtable

Facilitator: Tom O’Neill

2:00pm

Creating a Data Help Desk

  • TRACK: General
  • SUBTRACK: General
  • TYPE: Presentation

The power and efficiency of taking a customer service approach to data governance, data catalog, and general data intelligence – This session will discuss an effective approach to data intelligence, data catalog 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. A data-related help desk is similar to an IT help desk. Join us in this informative session on how a customer service approach will lead to trusted and better used data as well as saving time. Hope you can join us.

Presenter: Brian Parish, President and Founder of IData

2:00pm

GURFEED Interface

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Presentation

Quick overview of the GURFEED interface into Banner Finance.

Presenter: Dennis Wilson

2:00pm

SSB9 Approve Documents

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Presentation

Approve Documents in Banner Finance 9 Self Service.

Presenter: Fred Blythe

2:00pm

AIP Discussion

  • TRACK: Banner
  • SUBTRACK: Student
  • TYPE: Roundtable

We will discuss various uses of AIP and address questions and concerns.

Facilitator: Kyle Jackson

3:00pm

Meeting the Digital Demands of Higher Education

  • TRACK: General
  • SUBTRACK: General
  • TYPE: Presentation

Scott Owen, VP of Global Partnerships and Alliances, discusses how Conga helps higher education institutions meet the demands of a digital experience for students and employees. Through document generation, higher education institutions can streamline enrollment processes, protect student information with secure eSignature practices, and simplify records for students and staff alike. 

Presenter: Scott Owen, Conga

3:00pm

Empowering Employee Self-Service Banner 9

  • TRACK: Banner
  • SUBTRACK: Human Resources
  • TYPE: Presentation

Banner 9 Employee Self Service brings new and improved functionality for Employees as well as HR and Payroll staff. This session will explore ways to get the most out of Banner 9 Self Service for HR

Presenter: Brett Reich

3:00pm

Auto-refunding

  • TRACK: Banner
  • SUBTRACK: Accounts Receivable
  • TYPE: Presentation

Best practice for auto-refunding student accounts.

Presenters: Brian Nolan, Dennis Wilson

3:00pm

Park Yourself at this Presentation
Case Study: Using PageBuilder to Implement a Parking Payment System

  • TRACK: Banner
  • SUBTRACK: General
  • TYPE: Presentation

Ellucian’s Pagebuilder tool allows institutions to add self service pages to extend services provided to campus community. In this session learn how University of Detroit Mercy has harnessed the power of Pagebuilder to provide a parking enrollment system – that is integrated with SSB9.

Presenter: Vijaya Sastry

3:00pm

Banner Financial Aid / Student Course Program of Study (CPoS)

  • TRACK: Banner
  • SUBTRACK: Degree Works
  • TYPE: Roundtable

Whether you are live with Course Program of Study or interested in learning from your peers, bring your CPOS questions, issues, and concerns to the table at this roundtable discussion. SIG has worked with numerous schools across the U.S. to implement this Banner Financial Aid functionality with Degree Works and CAPP.

Facilitators: John Crispino, Mary Krallman

3:00pm

California College Promise Discussion

  • TRACK: Colleague
  • SUBTRACK: Financial Aid
  • TYPE: Presentation

How is your institution handling the new requirements for the California College Promise (CCC)?

Presenters: Shari Waters, John Windham

3:00pm

Branding Editor

  • TRACK: CRM
  • SUBTRACK: Slate
  • TYPE: Roundtable

Join us in a discussion with Christopher Johnson from Coast Community College District on best uses for the branding editor and how to maximize its use. We will share how we developed variable branding in a Slate instance that houses three colleges and discuss tips and tricks for using the editor.

Facilitator: Brian Regan

3:00pm

Higher Education CBO Survey Results and FP&A Modernization Trends

  • TRACK: General
  • SUBTRACK: General
  • TYPE: Presentation

Syntellis conducts an annual survey of Higher Education Chief Business Officers, and we look forward to sharing the latest results with SIG Connect attendees!  Also learn how campuses are implementing modernized financial planning and analysis tools to help with budgeting, capital planning, grants planning, commitments planning, and tuition revenue projections.

Presenter: Kevin Bresser, Syntellis

February 14, 2023

All times are Eastern (GMT-5) Time zone


Keynote Speaker

12:00pm

Keynote – The Generational Shift: Moving Forward Better Together

Becoming a learning organization and building a culture where people feel cared for, are encouraged to be curious, and there is a spirit of collaboration is essential to long-term success in today’s world. With 5 generations present across organizations and the huge tensions that exist between these generations, developing culturally intelligent leaders who are adept at bringing out the best in their generationally diverse teams and organizations can be a challenge, but once accomplished, it will reduce this tension and allow for more psychologically safe and innovative spaces.  

Katherine Jeffery, PhD

Conference Sessions

3:00pm

Contain Your ERP: Leveraging Container Technologies to Optimize IT Operations

  • TRACK: Technical
  • SUBTRACK: Cloud
  • TYPE: Presentation

This talk will cover the benefits, strategies, and implementation details in utilizing container technologies in an ERP environment. We will discuss ways to maximize your return on engineering effort through High Availability, Horizontal Scaling, Zero Downtime Continuous Deployment and Delivery, and End to End Observability.

Presenter: Gabe Tocci

February 15, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

12:00pm

Cloud Migration

  • TRACK: Technical
  • SUBTRACK: Cloud
  • TYPE: Roundtable

Open discussion about cloud migration. A place to ask questions or talk about your journey.

Facilitator: Ian Becker

1:00pm

OCI New Features

  • TRACK: Technical
  • SUBTRACK: Cloud
  • Type: Presentation

Oracle Cloud Infrastructure is evolving constantly and new features are being released all the time. From the Landing Zone to zero downtime loss with database systems, we’ll share the details on how we’re using these new tools to help clients migrate their Banner stack to the cloud.

Presenter: Marianne Gilfillan

February 16, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

12:00pm

Sky High Success: Elevating Your ERP Cloud Strategy to a Higher Level

  • TRACK: Technical
  • SUBTRACK: Cloud
  • TYPE: Presentation

This talk will cover the strategies that make an ERP cloud migration go smooth, as well as common day-two / post-migration tasks. We will discuss methods and tools for leveraging your cloud investment and maximizing cloud computing capabilities to create highly available, cost-efficient, serverless, self-healing cloud architectures wherever possible.

Presenter: Gabe Tocci

February 14, 2023

All times are Eastern (GMT-5) Time zone


Keynote Speaker

12:00pm

Keynote – The Generational Shift: Moving Forward Better Together

Becoming a learning organization and building a culture where people feel cared for, are encouraged to be curious, and there is a spirit of collaboration is essential to long-term success in today’s world. With 5 generations present across organizations and the huge tensions that exist between these generations, developing culturally intelligent leaders who are adept at bringing out the best in their generationally diverse teams and organizations can be a challenge, but once accomplished, it will reduce this tension and allow for more psychologically safe and innovative spaces.  

Katherine Jeffery, PhD

Conference Sessions

2:00pm

Colleague Purchasing Approval Routing Configuration and Implementation in Self Service

  • TRACK: Colleague
  • SUBTRACK: Finance
  • TYPE: Presentation

Security is of paramount importance, particularly when generating reports filled with sensitive information. This session will examine how to deploy and use shared hold directories for Colleague reports to enable users to share output in a secure manner.

Presenters: Sam Howard, Deanna Black

February 15, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

12:00pm

Financial Aid File Structure in Colleague

  • TRACK: Colleague
  • SUBTRACK: Financial Aid
  • TYPE: Presentation

A brief overview of the file structure of Colleague Financial Aid.

Presenter: John Windham

12:00pm

Using Ethos to Integrate Colleague with the ILP

  • TRACK: Colleague
  • SUBTRACK: Technical
  • TYPE: Presentation

As Ellucian moves more and more towards the Ethos platform, learn what is needed and how to successfully configure your Colleague environment for Ethos and how to further extend Ethos for LMS integration through ILP for systems such as Moodle, Canvas, Desire2Learn and Blackboard.

Presenters: Sam Howard, Deanna Black

February 16, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

3:00pm

California College Promise Discussion

  • TRACK: Colleague
  • SUBTRACK: Financial Aid
  • TYPE: Presentation

How is your institution handling the new requirements for the California College Promise (CCC)?

Presenters: Shari Waters, John Windham

February 14, 2023

All times are Eastern (GMT-5) Time zone


Keynote Speaker

12:00pm

Keynote – The Generational Shift: Moving Forward Better Together

Becoming a learning organization and building a culture where people feel cared for, are encouraged to be curious, and there is a spirit of collaboration is essential to long-term success in today’s world. With 5 generations present across organizations and the huge tensions that exist between these generations, developing culturally intelligent leaders who are adept at bringing out the best in their generationally diverse teams and organizations can be a challenge, but once accomplished, it will reduce this tension and allow for more psychologically safe and innovative spaces.  

Katherine Jeffery, PhD

Conference Sessions

2:00pm

Student Program Plan Building with Salesforce

  • TRACK: CRM
  • SUBTRACK: Salesforce
  • TYPE: Presentation

Join us to learn how schools are building dynamic student program plans with Salesforce for Education.

Presenters: Javi Olmos, Mark Flanagan

2:00pm

Slate Student Success

  • TRACK: CRM
  • SUBTRACK: Slate
  • TYPE: Roundtable

Join a discussion for best practices on Slate Student Success. Share tips and tricks for case management, integrations, staff usage and other aspects of Slate.

Facilitator: Brian Regan

3:00pm

The College Jigsaw Puzzle: How Salesforce Helps Connect a Disconnected Student Experience

  • TRACK: General
  • SUBTRACK: CRM
  • TYPE: Presentation

Today’s students expect more than ever before from their collegiate digital experience. While Amazon and Netflix have set high expectations for easy and seamless digital experiences via cell phones, reality for campus digital experiences proves a bewildering array of services and support options that often overwhelm and confuse students, breeding dissatisfaction that often leads to disconnection. Our session will unpack how future-ready institutions increase student success by leveraging enterprise CRM technology to provide proactive holistic support and service across the full student lifecycle while improving university decision making, collaboration, and productivity.

Presenters: Dale Vander Wall (Salesforce), Stephanie Brewster (Salesforce)

February 15, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

12:00pm

Student Success and Slate

  • TRACK: CRM
  • SUBTRACK: Slate
  • TYPE: Presentation

Best practices and how to approach a project in Slate.

Presenters: Brian Regan, Kathryn Lucas

1:00pm

Salesforce Student Success

  • TRACK: CRM
  • SUBTRACK: Salesforce
  • TYPE: Roundtable

Join this discussion session to share and learn more about student success utlilizing the Salesforce for Education CRM platform. Topics may include advising, scheduling, success stories, data architecture, student portals, one-stop student support, and marketing automation. Bring your questions, topics, and share your experiences.

Facilitators: Anna Bailey, Amy Kuenzel, Brent Mellow

1:00pm

Gift Processing in Slate

  • TRACK: CRM
  • SUBTRACK: Slate
  • TYPE: Presentation

Best ways to manage gift processing in Slate Advancement. System set-up and recommended operational procedures will be covered, from gift processing to receipting, separation of duties, ancillary tasks, and integration for the feed to finance.

Presenters: David Smittle, Brian Regan

3:00pm

Deepen Your Student Engagement with Slack

  • TRACK: CRM
  • SUBTRACK: Salesforce
  • TYPE: Presentation

Learn how universities empower faculty and staff to deepen their proactive engagement with students and help keep them on track to graduate, using Slack and the Salesforce for Education platform.

Presenter: Brent Mellow, Keith Bauer (Slack for Education and Nonprofits)

3:00pm

Portals, Portals, Portals

  • TRACK: CRM
  • SUBTRACK: Slate
  • TYPE: Roundtable

Join us for a discussion on portals.

Facilitator: Kathryn Lucas

February 16, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

12:00pm

Salesforce Admissions

  • TRACK: CRM
  • SUBTRACK: Salesforce
  • TYPE: Roundtable

Join this discussion session to share and learn more about recruting and admissions utlilizing the Salesforce for Education CRM platform. Topics may include tips & tricks, challenges, opportunities, success stories, data architecture, applicant portals, marketing automation, and more! Bring your questions, topics, and share your experiences.

Facilitators: Jasmine Durrett, Brent Mellow, Karen Stock

12:00pm

Prospect Management in Slate

  • TRACK: CRM
  • SUBTRACK: Slate
  • TYPE: Presentation

Best ways to manage prospects in Slate Advancement. Tips and tricks for enabling fundraisers to manage their prospects and portfolios, such as stages, from prospect identification to permanent stewardship, internal staff or peer ratings–plus external ratings from wealth screening services, primary and secondary staff assignment capabilities, and a next-step tickler reminder system.

Presenters: Brian Regan, David Smittle

2:00pm

Salesforce Advancement

  • TRACK: CRM
  • SUBTRACK: Salesforce
  • TYPE: Roundtable

Join this discussion session to share and learn more about advancement utlilizing the Salesforce for Education CRM platform. Topics may include multi and single-org strategies, native and third-party ISV add-on capabilities, pledge management, online giving, success stories, donor management, gift management, data architecture, and marketing automation. Bring your questions, topics, and share your experiences.

Facilitators: Brent Mellow, Stephanie Leith, Susan Eisenman

2:00pm

BI and CRM

  • TRACK: Leadership
  • SUBTRACK: General
  • TYPE: Presentation

Hear how UNWSP used AWS to build a data Hub that handled its Slate integration and feed their data warehouse. We will discuss the structure of the Slate queries and source formats, use of AWS and Banner API’s used.

Presenter: Brian Regan

3:00pm

Branding Editor

  • TRACK: CRM
  • SUBTRACK: Slate
  • TYPE: Roundtable

Join us in a discussion with Christopher Johnson from Coast Community College District on best uses for the branding editor and how to maximize its use. We will share how we developed variable branding in a Slate instance that houses three colleges and discuss tips and tricks for using the editor.

Facilitator: Brian Regan

February 14, 2023

All times are Eastern (GMT-5) Time zone


Keynote Speaker

12:00pm

Keynote – The Generational Shift: Moving Forward Better Together

Becoming a learning organization and building a culture where people feel cared for, are encouraged to be curious, and there is a spirit of collaboration is essential to long-term success in today’s world. With 5 generations present across organizations and the huge tensions that exist between these generations, developing culturally intelligent leaders who are adept at bringing out the best in their generationally diverse teams and organizations can be a challenge, but once accomplished, it will reduce this tension and allow for more psychologically safe and innovative spaces.  

Katherine Jeffery, PhD

Conference Sessions

2:00pm

Banner Security Forum

  • TRACK: Technical
  • SUBTRACK: Cybersecurity
  • TYPE: Roundtable

Many institutions are noticing increased application complexity, greater audit and risk management requirements, and an elevated threat landscape around higher education. Bring your questions and items to share with peers in an open discussion about Banner Security.

Facilitator: Adam Travis

3:00pm

New FTC SafeGuard Cybersecurity Requirements for Title IV Institutions

  • TRACK: Leadership
  • SUBTRACK: Cybersecurity
  • TYPE: Presentation

Attend and learn about the new FTC requirements for all institutions that offer federal aid. These controls are required to be implemented by June 9th, 2023. We will break down the impact and potential solutions to this new compliance requirement.

Presenter: Brian Kirk

February 16, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

12:00pm

How Robust is Your Cybersecurity Program (and how do you measure it?)

  • TRACK: Leadership
  • SUBTRACK: Cybersecurity
  • TYPE: Presentation

An overview of the challenges presented implementing cybersecurity controls in a learning environment and the tools and technologies that are useful to overcome them.

Presenter: Brian Kirk

February 14, 2023

All times are Eastern (GMT-5) Time zone


Keynote Speaker

12:00pm

Keynote – The Generational Shift: Moving Forward Better Together

Becoming a learning organization and building a culture where people feel cared for, are encouraged to be curious, and there is a spirit of collaboration is essential to long-term success in today’s world. With 5 generations present across organizations and the huge tensions that exist between these generations, developing culturally intelligent leaders who are adept at bringing out the best in their generationally diverse teams and organizations can be a challenge, but once accomplished, it will reduce this tension and allow for more psychologically safe and innovative spaces.  

Katherine Jeffery, PhD

Conference Sessions

2:00pm

Oracle’s Advanced Security to Setup Data Encryption

  • TRACK: Technical
  • SUBTRACK: DBA
  • TYPE: Presentation

How to use Advanced security and set up Transparent data encryption (TDE) in the Oracle Database. This presentation will cover the basics of setting up TDE, its advantages and limitations.

Presenter: Anthony Becker

3:00pm

Contain Your ERP: Leveraging Container Technologies to Optimize IT Operations

  • TRACK: Technical
  • SUBTRACK: Cloud
  • TYPE: Presentation

This talk will cover the benefits, strategies, and implementation details in utilizing container technologies in an ERP environment. We will discuss ways to maximize your return on engineering effort through High Availability, Horizontal Scaling, Zero Downtime Continuous Deployment and Delivery, and End to End Observability.

Presenter: Gabe Tocci

February 15, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

12:00pm

Cloud Migration

  • TRACK: Technical
  • SUBTRACK: Cloud
  • TYPE: Roundtable

Open discussion about cloud migration. A place to ask questions or talk about your journey.

Facilitator: Ian Becker

1:00pm

OCI New Features

  • TRACK: Technical
  • SUBTRACK: Cloud
  • Type: Presentation

Oracle Cloud Infrastructure is evolving constantly and new features are being released all the time. From the Landing Zone to zero downtime loss with database systems, we’ll share the details on how we’re using these new tools to help clients migrate their Banner stack to the cloud.

Presenter: Marianne Gilfillan

3:00pm

Protect Your Data with Oracle Data Guard

  • TRACK: Technical
  • SUBTRACK: DBA
  • TYPE: Presentation

How to set up and use Oracle Data Guard to ensure high availability, data protection and disaster recovery for your Oracle databases.

Presenters: Anthony Becker, Michelle Ly

February 16, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

12:00pm

Sky High Success: Elevating Your ERP Cloud Strategy to a Higher Level

  • TRACK: Technical
  • SUBTRACK: Cloud
  • TYPE: Presentation

This talk will cover the strategies that make an ERP cloud migration go smooth, as well as common day-two / post-migration tasks. We will discuss methods and tools for leveraging your cloud investment and maximizing cloud computing capabilities to create highly available, cost-efficient, serverless, self-healing cloud architectures wherever possible.

Presenter: Gabe Tocci

February 14, 2023

All times are Eastern (GMT-5) Time zone


Keynote Speaker

12:00pm

Keynote – The Generational Shift: Moving Forward Better Together

Becoming a learning organization and building a culture where people feel cared for, are encouraged to be curious, and there is a spirit of collaboration is essential to long-term success in today’s world. With 5 generations present across organizations and the huge tensions that exist between these generations, developing culturally intelligent leaders who are adept at bringing out the best in their generationally diverse teams and organizations can be a challenge, but once accomplished, it will reduce this tension and allow for more psychologically safe and innovative spaces.  

Katherine Jeffery, PhD

Conference Sessions

2:00pm

Degree Works Reporting

  • TRACK: Banner
  • SUBTRACK: Degree Works
  • TYPE: Presentation

This session will be an examination of the DW tables and some examples of what types of reports can be created from the DW data.

Presenter: Dennis Crowson

February 15, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

12:00pm

Innovative Solutions with Degree Works

  • TRACK: Banner
  • SUBTRACK: Degree Works
  • TYPE: Roundtable

Higher Education is full of complex data questions and tricky curriculum rules. Come share and discuss the different ways you and your school have used innovative solutions to solve a tricky problem in Degree Works.

Facilitators: Kylie Edmond, AJ McCabe

February 16, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

3:00pm

Banner Financial Aid / Student Course Program of Study (CPoS)

  • TRACK: Banner
  • SUBTRACK: Degree Works
  • TYPE: Roundtable

Whether you are live with Course Program of Study or interested in learning from your peers, bring your CPOS questions, issues, and concerns to the table at this roundtable discussion. SIG has worked with numerous schools across the U.S. to implement this Banner Financial Aid functionality with Degree Works and CAPP.

Facilitators: John Crispino, Mary Krallman

February 14, 2023

All times are Eastern (GMT-5) Time zone


Keynote Speaker

12:00pm

Keynote – The Generational Shift: Moving Forward Better Together

Becoming a learning organization and building a culture where people feel cared for, are encouraged to be curious, and there is a spirit of collaboration is essential to long-term success in today’s world. With 5 generations present across organizations and the huge tensions that exist between these generations, developing culturally intelligent leaders who are adept at bringing out the best in their generationally diverse teams and organizations can be a challenge, but once accomplished, it will reduce this tension and allow for more psychologically safe and innovative spaces.  

Katherine Jeffery, PhD

Conference Sessions

2:00pm

Colleague Purchasing Approval Routing Configuration and Implementation in Self Service

  • TRACK: Colleague
  • SUBTRACK: Finance
  • TYPE: Presentation

Security is of paramount importance, particularly when generating reports filled with sensitive information. This session will examine how to deploy and use shared hold directories for Colleague reports to enable users to share output in a secure manner.

Presenters: Sam Howard, Deanna Black

2:00pm

GMU Chart Reimplementation

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Presentation

Overview of George Mason University’s approach to a chart reimplementation with AR, Payroll and Finance conversions in 18 months.

Presenter: Steven Barcus, Aileen Miller (George Mason University)

2:00pm

SSB9 My Finance Query

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Presentation

My Finance Query in Banner Finance 9 Self Service.

Presenter: Fred Blythe

3:00pm

Budget Development

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Roundtable

Open discussion of best practices for Budget Development (Finance and Personnel).

Facilitator: Brian Nolan

February 15, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

12:00pm

SSB 9.4.4, 9.4.5, and 9.4.6 Finance Versions Overview Configuration Differences

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Presentation

Overview the configuration and functional enhancements in versions of 9.4.5 to 9.4.7.

Presenter: Steve Barcus

12:00pm

SSB9 My Requisitions

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Presentations

My Requisitions in Banner Finance 9 Self Service.

Presenter: Fred Blythe

1:00pm

Practical Uses for Detail Code Priority Codes

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Presentation

Strategies to make priority codes work for your institution and thoughts on how it can improve the efficiency of application of payments.

Presenter: Dennis Wilson

1:00pm

SSB9 My Journals

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Presentation

My Journals in Banner Finance 9 Self Service.

Presenter: Fred Blythe

3:00pm

Effort Certification

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Presentation

Quick guide to setting up Effort Certification for Grants.

Presenter: Brian Nolan

February 16, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

12:00pm

Identifying Crossover Opportunities for Budget

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Roundtable Discussion

Discussion of interface between Position Budgeting and Finance

Facilitators: Brian Nolan, Suz-Ann Olofson, Vi Rapuano

2:00pm

GURFEED Interface

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Presentation

Quick overview of the GURFEED interface into Banner Finance.

Presenter: Dennis Wilson

2:00pm

SSB9 Approve Documents

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Presentation

Approve Documents in Banner Finance 9 Self Service.

Presenter: Fred Blythe

February 14, 2023

All times are Eastern (GMT-5) Time zone


Keynote Speaker

12:00pm

Keynote – The Generational Shift: Moving Forward Better Together

Becoming a learning organization and building a culture where people feel cared for, are encouraged to be curious, and there is a spirit of collaboration is essential to long-term success in today’s world. With 5 generations present across organizations and the huge tensions that exist between these generations, developing culturally intelligent leaders who are adept at bringing out the best in their generationally diverse teams and organizations can be a challenge, but once accomplished, it will reduce this tension and allow for more psychologically safe and innovative spaces.  

Katherine Jeffery, PhD

Conference Sessions

2:00pm

Automating Title IV File Exchange with TD Client

  • TRACK: Technical
  • SUBTRACK: Financial Aid
  • TYPE: Presentation

General discussion about automating this process in an automation tool agnostic way.

Presenter: David Gilmore

2:00pm

How to Plan for and Implement Period/Algorithmic Budgeting

  • TRACK: Banner
  • SUBTRACK: Financial Aid
  • TYPE: Presentation

See a strategy and guide for implementing Period/Algorithmic Budgeting and more to a more efficient process with less annual maintenance.

Presenter: Gary Davis

February 15, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

12:00pm

Financial Aid File Structure in Colleague

  • TRACK: Colleague
  • SUBTRACK: Financial Aid
  • TYPE: Presentation

A brief overview of the file structure of Colleague Financial Aid.

Presenter: John Windham

3:00pm

Implementing the NASFAA Aid Offer Template in BCM

  • TRACK: Banner
  • SUBTRACK: Financial Aid
  • TYPE: Presentation

Providing a clear award offer continues to be a point of empahasis from the Department of Education and NASFAA. How can colleges use BCM to achieve this goal? We will provide a detailed walk through.

Presenters: Jim Olick

February 16, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

12:00pm

BCM Financial Aid

  • TRACK: Banner
  • SUBTRACK: Financial Aid
  • TYPE: Roundtable

Regulatory and customer service expectations continue to rise, let’s chat about how BCM can help achieve your goals. Share your tips and tricks while learning from other institutions. Join a conversation with BCM Financial Aid users.

Facilitator: Jim Olick

3:00pm

Banner Financial Aid / Student Course Program of Study (CPoS)

  • TRACK: Banner
  • SUBTRACK: Degree Works
  • TYPE: Roundtable

Whether you are live with Course Program of Study or interested in learning from your peers, bring your CPOS questions, issues, and concerns to the table at this roundtable discussion. SIG has worked with numerous schools across the U.S. to implement this Banner Financial Aid functionality with Degree Works and CAPP.

Facilitators: John Crispino, Mary Krallman

3:00pm

California College Promise Discussion

  • TRACK: Colleague
  • SUBTRACK: Financial Aid
  • TYPE: Presentation

How is your institution handling the new requirements for the California College Promise (CCC)?

Presenters: Shari Waters, John Windham

February 14, 2023

All times are Eastern (GMT-5) Time zone


Keynote Speaker

12:00pm

Keynote – The Generational Shift: Moving Forward Better Together

Becoming a learning organization and building a culture where people feel cared for, are encouraged to be curious, and there is a spirit of collaboration is essential to long-term success in today’s world. With 5 generations present across organizations and the huge tensions that exist between these generations, developing culturally intelligent leaders who are adept at bringing out the best in their generationally diverse teams and organizations can be a challenge, but once accomplished, it will reduce this tension and allow for more psychologically safe and innovative spaces.  

Katherine Jeffery, PhD

Conference Sessions

2:00pm

Banner Self Service 9

  • TRACK: Banner
  • SUBTRACK: Human Resources
  • TYPE: Roundtable

Discussion on Banner Self Service 9 for Human Resources.

Facilitator: Brett Reich

3:00pm

Timesheets for a Remote Workforce

  • TRACK: Banner
  • SUBTRACK: Human Resources
  • TYPE: Presentations

For institutions that currently use paper or third-party timesheets, this workshop will introduce you to Banner’s Web Time Entry system, which also includes Leave Reporting and Leave Request in Advance modules.

Presenter: Brett Reich

February 16, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

3:00pm

Empowering Employee Self-Service Banner 9

  • TRACK: Banner
  • SUBTRACK: Human Resources
  • TYPE: Presentation

Banner 9 Employee Self Service brings new and improved functionality for Employees as well as HR and Payroll staff. This session will explore ways to get the most out of Banner 9 Self Service for HR

Presenter: Brett Reich

February 14, 2023

All times are Eastern (GMT-5) Time zone


Keynote Speaker

12:00pm

Keynote – The Generational Shift: Moving Forward Better Together

Becoming a learning organization and building a culture where people feel cared for, are encouraged to be curious, and there is a spirit of collaboration is essential to long-term success in today’s world. With 5 generations present across organizations and the huge tensions that exist between these generations, developing culturally intelligent leaders who are adept at bringing out the best in their generationally diverse teams and organizations can be a challenge, but once accomplished, it will reduce this tension and allow for more psychologically safe and innovative spaces.  

Katherine Jeffery, PhD

Conference Sessions

3:00pm

General Integration

  • TRACK: Technical
  • SUBTRACK: Integration
  • TYPE: Roundtable

Discussing 3rd Party integrations to Banner focusing on ADP, National Student Clearing House PDP, Blackbaud, and more.

Facilitator: Rod Vivian

February 15, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

12:00pm

Ethos Integration

  • TRACK: Technical
  • SUBTRACK: Integration
  • TYPE: Roundtable

Facilitator: Sohail Syed

1:00pm

Demystifying Ethos for 2023

  • TRACK: Technical
  • SUBRACK: Integration
  • TYPE: Presentation

Ellucian has announced more products and features as part of the Ethos Platform. This technical session will investigate the various pieces of the Ethos Platform, and technical requirements to get started with Ethos Integration (including Business Process APIs), Data Access, and Data Connect. We will look at how how it might fit into your institution’s environment and strategy.

Presenter: Adam Travis

1:00pm

Page Builder

  • TRACK: Technical
  • SUBTRACK: Integration
  • TYPE: Roundtable

Participate in a live discussion of Page Builder tips, tricks and projects.

Facilitator: Adam Travis

3:00pm

Pragmatic Data Integration Strategy: An Insider’s Guide

  • TRACK:
  • SUBTRACK: Integration
  • TYPE: Presentation

In this session, we will discuss various goals and strategies for managing data integration needs at your institution. The presentation will include a panel of experienced system integration professionals that have worked at institutions, consulting firms, and integration providers.  Led by Brian Parish, CEO of IData, the group will discuss different approaches for build vs. buy, tools, development, protocols, API’s, vendor solutions, requests, documentation, catalog, maintenance, enhancements, and support.  This will take the format of an honest survey of options and approaches, followed by an Ask-Me-Anything (AMA) style Q&A.  Hope you can join us for this informative session.

Presenter: Brian Parish, President and Founder of IData

February 16, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

2:00pm

IAM & SSO

  • TRACK: Technical
  • SUBTRACK: Integration
  • TYPE: Roundtable

Facilitator: Tom O’Neill

February 14, 2023

All times are Eastern (GMT-5) Time zone


Keynote Speaker

12:00pm

Keynote – The Generational Shift: Moving Forward Better Together

Becoming a learning organization and building a culture where people feel cared for, are encouraged to be curious, and there is a spirit of collaboration is essential to long-term success in today’s world. With 5 generations present across organizations and the huge tensions that exist between these generations, developing culturally intelligent leaders who are adept at bringing out the best in their generationally diverse teams and organizations can be a challenge, but once accomplished, it will reduce this tension and allow for more psychologically safe and innovative spaces.  

Katherine Jeffery, PhD

Conference Sessions

3:00pm

New FTC SafeGuard Cybersecurity Requirements for Title IV Institutions

  • TRACK: Leadership
  • SUBTRACK: Cybersecurity
  • TYPE: Presentation

Attend and learn about the new FTC requirements for all institutions that offer federal aid. These controls are required to be implemented by June 9th, 2023. We will break down the impact and potential solutions to this new compliance requirement.

Presenter: Brian Kirk

February 15, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

12:00pm

Talking about Diversity, Equity, Inclusion, Belonging on Campus

  • TRACK: Leadership
  • SUBTRACK: General
  • TYPE: Presentation

With the realization that if we stop talking about this we are going to stop talking about it; we will examine issues and strategies for using technology to improve the student and employee experience for a diverse community.

Presenters: Adam Travis, Doresa Ibrahim

3:00pm

Communication Strategies

  • TRACK: Leadership
  • SUBTRACK: General
  • TYPE: Panel

BCM or CRM, SMS, Mobile, etc. Policies, Tools, strategies to avoid overwhelming Students/ Employees.

Panelists: Brian Regan, Adam Travis, Anna Bailey

February 16, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

12:00pm

How Robust is Your Cybersecurity Program (and how do you measure it?)

  • TRACK: Leadership
  • SUBTRACK: Cybersecurity
  • TYPE: Presentation

An overview of the challenges presented implementing cybersecurity controls in a learning environment and the tools and technologies that are useful to overcome them.

Presenter: Brian Kirk

2:00pm

BI and CRM

  • TRACK: Leadership
  • SUBTRACK: General
  • TYPE: Presentation

Hear how UNWSP used AWS to build a data Hub that handled its Slate integration and feed their data warehouse. We will discuss the structure of the Slate queries and source formats, use of AWS and Banner API’s used.

Presenter: Brian Regan

February 14, 2023

All times are Eastern (GMT-5) Time zone


Keynote Speaker

12:00pm

Keynote – The Generational Shift: Moving Forward Better Together

Becoming a learning organization and building a culture where people feel cared for, are encouraged to be curious, and there is a spirit of collaboration is essential to long-term success in today’s world. With 5 generations present across organizations and the huge tensions that exist between these generations, developing culturally intelligent leaders who are adept at bringing out the best in their generationally diverse teams and organizations can be a challenge, but once accomplished, it will reduce this tension and allow for more psychologically safe and innovative spaces.  

Katherine Jeffery, PhD

Conference Sessions

2:00pm

Oracle’s Advanced Security to Setup Data Encryption

  • TRACK: Technical
  • SUBTRACK: DBA
  • TYPE: Presentation

How to use Advanced security and set up Transparent data encryption (TDE) in the Oracle Database. This presentation will cover the basics of setting up TDE, its advantages and limitations.

Presenter: Anthony Becker

2:00pm

Automating Title IV File Exchange with TD Client

  • TRACK: Technical
  • SUBTRACK: Financial Aid
  • TYPE: Presentation

General discussion about automating this process in an automation tool agnostic way.

Presenter: David Gilmore

2:00pm

Banner Security Forum

  • TRACK: Technical
  • SUBTRACK: Cybersecurity
  • TYPE: Roundtable

Many institutions are noticing increased application complexity, greater audit and risk management requirements, and an elevated threat landscape around higher education. Bring your questions and items to share with peers in an open discussion about Banner Security.

Facilitator: Adam Travis

3:00pm

Overview of Extensibility Tools

  • TRACK: Technical
  • SUBTRACK: B9SS
  • TYPE: Presentation

Discussion and demonstrations for tools available for configuring and extending Banner 9 Self Service.

Presenter: David Gilmore

3:00pm

Contain Your ERP: Leveraging Container Technologies to Optimize IT Operations

  • TRACK: Technical
  • SUBTRACK: Cloud
  • TYPE: Presentation

This talk will cover the benefits, strategies, and implementation details in utilizing container technologies in an ERP environment. We will discuss ways to maximize your return on engineering effort through High Availability, Horizontal Scaling, Zero Downtime Continuous Deployment and Delivery, and End to End Observability.

Presenter: Gabe Tocci

3:00pm

Getting Started with Ellucian Experience

  • TRACK: Technical
  • SUBTRACK: General
  • TYPE: Presentation

We’ll discuss why Ellucian Experience is important, what can be done with each tier, and provide an overview of the steps needed to implement the platform.

Presenters: Adam Travis, Alice Kim

3:00pm

General Integration

  • TRACK: Technical
  • SUBTRACK: Integration
  • TYPE: Roundtable

Discussing 3rd Party integrations to Banner focusing on ADP, National Student Clearing House PDP, Blackbaud, and more.

Facilitator: Rod Vivian

February 15, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

12:00pm

Using Ethos to Integrate Colleague with the ILP

  • TRACK: Colleague
  • SUBTRACK: Technical
  • TYPE: Presentation

As Ellucian moves more and more towards the Ethos platform, learn what is needed and how to successfully configure your Colleague environment for Ethos and how to further extend Ethos for LMS integration through ILP for systems such as Moodle, Canvas, Desire2Learn and Blackboard.

Presenters: Sam Howard, Deanna Black

12:00pm

Cloud Migration

  • TRACK: Technical
  • SUBTRACK: Cloud
  • TYPE: Roundtable

Open discussion about cloud migration. A place to ask questions or talk about your journey.

Facilitator: Ian Becker

12:00pm

Ethos Integration

  • TRACK: Technical
  • SUBTRACK: Integration
  • TYPE: Roundtable

Facilitator: Sohail Syed

1:00pm

OCI New Features

  • TRACK: Technical
  • SUBTRACK: Cloud
  • Type: Presentation

Oracle Cloud Infrastructure is evolving constantly and new features are being released all the time. From the Landing Zone to zero downtime loss with database systems, we’ll share the details on how we’re using these new tools to help clients migrate their Banner stack to the cloud.

Presenter: Marianne Gilfillan

1:00pm

Demystifying Ethos for 2023

  • TRACK: Technical
  • SUBRACK: Integration
  • TYPE: Presentation

Ellucian has announced more products and features as part of the Ethos Platform. This technical session will investigate the various pieces of the Ethos Platform, and technical requirements to get started with Ethos Integration (including Business Process APIs), Data Access, and Data Connect. We will look at how how it might fit into your institution’s environment and strategy.

Presenter: Adam Travis

1:00pm

Page Builder

  • TRACK: Technical
  • SUBTRACK: Integration
  • TYPE: Roundtable

Participate in a live discussion of Page Builder tips, tricks and projects.

Facilitator: Adam Travis

3:00pm

Protect Your Data with Oracle Data Guard

  • TRACK: Technical
  • SUBTRACK: DBA
  • TYPE: Presentation

How to set up and use Oracle Data Guard to ensure high availability, data protection and disaster recovery for your Oracle databases.

Presenters: Anthony Becker, Michelle Ly

3:00pm

Banner Workflow

  • TRACK: Technical
  • SUBTRACK: Integration
  • TYPE: Roundtable

Join the Discussion on the most common uses of Banner Workflow, how schools are leveraging Banner Workflow with Page Builder, and questions about Banner Workflow utilization in the current climate of Ellucian.

Facilitator: Doresa Ibrahim

3:00pm

Pragmatic Data Integration Strategy: An Insider’s Guide

  • TRACK:
  • SUBTRACK: Integration
  • TYPE: Presentation

In this session, we will discuss various goals and strategies for managing data integration needs at your institution. The presentation will include a panel of experienced system integration professionals that have worked at institutions, consulting firms, and integration providers.  Led by Brian Parish, CEO of IData, the group will discuss different approaches for build vs. buy, tools, development, protocols, API’s, vendor solutions, requests, documentation, catalog, maintenance, enhancements, and support.  This will take the format of an honest survey of options and approaches, followed by an Ask-Me-Anything (AMA) style Q&A.  Hope you can join us for this informative session.

Presenter: Brian Parish, President and Founder of IData

February 16, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

12:00pm

Navigating Banner 9 Self Service

  • TRACK: Technical
  • SUBTRACK: B9SS
  • TYPE: Presentation

If you are just getting started with Banner 9 Self Service, this session is designed to help accelerate your process. Will explore differences between Banner 8 and Banner 9 that will impact your users. We’ll explore options and offer tips for setting up navigation to and between Banner 9 Self Service applications.

Presenters: David Gilmore, Adam Travis

12:00pm

Sky High Success: Elevating Your ERP Cloud Strategy to a Higher Level

  • TRACK: Technical
  • SUBTRACK: Cloud
  • TYPE: Presentation

This talk will cover the strategies that make an ERP cloud migration go smooth, as well as common day-two / post-migration tasks. We will discuss methods and tools for leveraging your cloud investment and maximizing cloud computing capabilities to create highly available, cost-efficient, serverless, self-healing cloud architectures wherever possible.

Presenter: Gabe Tocci

2:00pm

Pushing the Page Builder Envelope

  • TRACK: Technical
  • SUBTRACK: B9SS
  • TYPE: Presentation

Join SIG’s Page Builder pros for a discussion and demonstration of ways to get more features out of Page Builder in creative ways.

Presenter: Sohail Syed

2:00pm

The Power of Text Manager in Banner

  • TRACK: Technical
  • SUBTRACK: General
  • TYPE: Presentation

Learn how to leverage Text Manager—a Banner module that provides the ability to customize text strings in both Admin Pages and Self Service.

Presenters: Ali Penton, Adam Travis, David Gilmore

2:00pm

IAM & SSO

  • TRACK: Technical
  • SUBTRACK: Integration
  • TYPE: Roundtable

Facilitator: Tom O’Neill

February 14, 2023

All times are Eastern (GMT-5) Time zone


Keynote Speaker

12:00pm

Keynote – The Generational Shift: Moving Forward Better Together

Becoming a learning organization and building a culture where people feel cared for, are encouraged to be curious, and there is a spirit of collaboration is essential to long-term success in today’s world. With 5 generations present across organizations and the huge tensions that exist between these generations, developing culturally intelligent leaders who are adept at bringing out the best in their generationally diverse teams and organizations can be a challenge, but once accomplished, it will reduce this tension and allow for more psychologically safe and innovative spaces.  

Katherine Jeffery, PhD

Conference Sessions

2:00pm

Slate Student Success

  • TRACK: CRM
  • SUBTRACK: Slate
  • TYPE: Roundtable

Join a discussion for best practices on Slate Student Success. Share tips and tricks for case management, integrations, staff usage and other aspects of Slate.

Facilitator: Brian Regan

2:00pm

Banner Security Forum

  • TRACK: Technical
  • SUBTRACK: Cybersecurity
  • TYPE: Roundtable

Many institutions are noticing increased application complexity, greater audit and risk management requirements, and an elevated threat landscape around higher education. Bring your questions and items to share with peers in an open discussion about Banner Security.

Facilitator: Adam Travis

3:00pm

Calgrant – Baseline Banner Procession

  • TRACK: Banner
  • SUBTRACK: Accounts Receivable
  • TYPE: Presentation

This session will quickly review the current iteration of the Banner Calgrant process, and upgrades released in the last year. Then we will open up the discussion to talk about lessons learned and some of the challenges of working with ETHOS as a core piece of the process. If you are using the processes, or just need more information, please attend to exchange information with your fellow California (it’s not just for community colleges) colleagues.

Presenter: Laurie Neil

3:00pm

Budget Development

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Roundtable

Open discussion of best practices for Budget Development (Finance and Personnel).

Facilitator: Brian Nolan

3:00pm

General Integration

  • TRACK: Technical
  • SUBTRACK: Integration
  • TYPE: Roundtable

Discussing 3rd Party integrations to Banner focusing on ADP, National Student Clearing House PDP, Blackbaud, and more.

Facilitator: Rod Vivian

February 15, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

12:00pm

Ethos Integration

  • TRACK: Technical
  • SUBTRACK: Integration
  • TYPE: Roundtable

Facilitator: Sohail Syed

12:00pm

Innovative Solutions with Degree Works

  • TRACK: Banner
  • SUBTRACK: Degree Works
  • TYPE: Roundtable

Higher Education is full of complex data questions and tricky curriculum rules. Come share and discuss the different ways you and your school have used innovative solutions to solve a tricky problem in Degree Works.

Facilitators: Kylie Edmond, AJ McCabe

1:00pm

Salesforce Student Success

  • TRACK: CRM
  • SUBTRACK: Salesforce
  • TYPE: Roundtable

Join this discussion session to share and learn more about student success utlilizing the Salesforce for Education CRM platform. Topics may include advising, scheduling, success stories, data architecture, student portals, one-stop student support, and marketing automation. Bring your questions, topics, and share your experiences.

Facilitators: Anna Bailey, Amy Kuenzel, Brent Mellow

1:00pm

Page Builder

  • TRACK: Technical
  • SUBTRACK: Integration
  • TYPE: Roundtable

Participate in a live discussion of Page Builder tips, tricks and projects.

Facilitator: Adam Travis

3:00pm

Portals, Portals, Portals

  • TRACK: CRM
  • SUBTRACK: Slate
  • TYPE: Roundtable

Join us for a discussion on portals.

Facilitator: Kathryn Lucas

3:00pm

Banner Workflow

  • TRACK: Technical
  • SUBTRACK: Integration
  • TYPE: Roundtable

Join the Discussion on the most common uses of Banner Workflow, how schools are leveraging Banner Workflow with Page Builder, and questions about Banner Workflow utilization in the current climate of Ellucian.

Facilitator: Doresa Ibrahim

February 16, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

12:00pm

Salesforce Admissions

  • TRACK: CRM
  • SUBTRACK: Salesforce
  • TYPE: Roundtable

Join this discussion session to share and learn more about recruting and admissions utlilizing the Salesforce for Education CRM platform. Topics may include tips & tricks, challenges, opportunities, success stories, data architecture, applicant portals, marketing automation, and more! Bring your questions, topics, and share your experiences.

Facilitators: Jasmine Durrett, Brent Mellow, Karen Stock

12:00pm

Identifying Crossover Opportunities for Budget

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Roundtable Discussion

Discussion of interface between Position Budgeting and Finance

Facilitators: Brian Nolan, Suz-Ann Olofson, Vi Rapuano

12:00pm

BCM Financial Aid

  • TRACK: Banner
  • SUBTRACK: Financial Aid
  • TYPE: Roundtable

Regulatory and customer service expectations continue to rise, let’s chat about how BCM can help achieve your goals. Share your tips and tricks while learning from other institutions. Join a conversation with BCM Financial Aid users.

Facilitator: Jim Olick

2:00pm

Salesforce Advancement

  • TRACK: CRM
  • SUBTRACK: Salesforce
  • TYPE: Roundtable

Join this discussion session to share and learn more about advancement utlilizing the Salesforce for Education CRM platform. Topics may include multi and single-org strategies, native and third-party ISV add-on capabilities, pledge management, online giving, success stories, donor management, gift management, data architecture, and marketing automation. Bring your questions, topics, and share your experiences.

Facilitators: Brent Mellow, Stephanie Leith, Susan Eisenman

2:00pm

IAM & SSO

  • TRACK: Technical
  • SUBTRACK: Integration
  • TYPE: Roundtable

Facilitator: Tom O’Neill

2:00pm

AIP Discussion

  • TRACK: Banner
  • SUBTRACK: Student
  • TYPE: Roundtable

We will discuss various uses of AIP and address questions and concerns.

Facilitator: Kyle Jackson

3:00pm

Banner Financial Aid / Student Course Program of Study (CPoS)

  • TRACK: Banner
  • SUBTRACK: Degree Works
  • TYPE: Roundtable

Whether you are live with Course Program of Study or interested in learning from your peers, bring your CPOS questions, issues, and concerns to the table at this roundtable discussion. SIG has worked with numerous schools across the U.S. to implement this Banner Financial Aid functionality with Degree Works and CAPP.

Facilitators: John Crispino, Mary Krallman

3:00pm

Branding Editor

  • TRACK: CRM
  • SUBTRACK: Slate
  • TYPE: Roundtable

Join us in a discussion with Christopher Johnson from Coast Community College District on best uses for the branding editor and how to maximize its use. We will share how we developed variable branding in a Slate instance that houses three colleges and discuss tips and tricks for using the editor.

Facilitator: Brian Regan

February 14, 2023

All times are Eastern (GMT-5) Time zone


Keynote Speaker

12:00pm

Keynote – The Generational Shift: Moving Forward Better Together

Becoming a learning organization and building a culture where people feel cared for, are encouraged to be curious, and there is a spirit of collaboration is essential to long-term success in today’s world. With 5 generations present across organizations and the huge tensions that exist between these generations, developing culturally intelligent leaders who are adept at bringing out the best in their generationally diverse teams and organizations can be a challenge, but once accomplished, it will reduce this tension and allow for more psychologically safe and innovative spaces.  

Katherine Jeffery, PhD

Conference Sessions

2:00pm

Student Program Plan Building with Salesforce

  • TRACK: CRM
  • SUBTRACK: Salesforce
  • TYPE: Presentation

Join us to learn how schools are building dynamic student program plans with Salesforce for Education.

Presenters: Javi Olmos, Mark Flanagan

3:00pm

The College Jigsaw Puzzle: How Salesforce Helps Connect a Disconnected Student Experience

  • TRACK: General
  • SUBTRACK: CRM
  • TYPE: Presentation

Today’s students expect more than ever before from their collegiate digital experience. While Amazon and Netflix have set high expectations for easy and seamless digital experiences via cell phones, reality for campus digital experiences proves a bewildering array of services and support options that often overwhelm and confuse students, breeding dissatisfaction that often leads to disconnection. Our session will unpack how future-ready institutions increase student success by leveraging enterprise CRM technology to provide proactive holistic support and service across the full student lifecycle while improving university decision making, collaboration, and productivity.

Presenters: Dale Vander Wall (Salesforce), Stephanie Brewster (Salesforce)

February 15, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

1:00pm

Salesforce Student Success

  • TRACK: CRM
  • SUBTRACK: Salesforce
  • TYPE: Roundtable

Join this discussion session to share and learn more about student success utlilizing the Salesforce for Education CRM platform. Topics may include advising, scheduling, success stories, data architecture, student portals, one-stop student support, and marketing automation. Bring your questions, topics, and share your experiences.

Facilitators: Anna Bailey, Amy Kuenzel, Brent Mellow

3:00pm

Deepen Your Student Engagement with Slack

  • TRACK: CRM
  • SUBTRACK: Salesforce
  • TYPE: Presentation

Learn how universities empower faculty and staff to deepen their proactive engagement with students and help keep them on track to graduate, using Slack and the Salesforce for Education platform.

Presenter: Brent Mellow, Keith Bauer (Slack for Education and Nonprofits)

February 16, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

12:00pm

Salesforce Admissions

  • TRACK: CRM
  • SUBTRACK: Salesforce
  • TYPE: Roundtable

Join this discussion session to share and learn more about recruting and admissions utlilizing the Salesforce for Education CRM platform. Topics may include tips & tricks, challenges, opportunities, success stories, data architecture, applicant portals, marketing automation, and more! Bring your questions, topics, and share your experiences.

Facilitators: Jasmine Durrett, Brent Mellow, Karen Stock

2:00pm

Salesforce Advancement

  • TRACK: CRM
  • SUBTRACK: Salesforce
  • TYPE: Roundtable

Join this discussion session to share and learn more about advancement utlilizing the Salesforce for Education CRM platform. Topics may include multi and single-org strategies, native and third-party ISV add-on capabilities, pledge management, online giving, success stories, donor management, gift management, data architecture, and marketing automation. Bring your questions, topics, and share your experiences.

Facilitators: Brent Mellow, Stephanie Leith, Susan Eisenman

February 14, 2023

All times are Eastern (GMT-5) Time zone


Keynote Speaker

12:00pm

Keynote – The Generational Shift: Moving Forward Better Together

Becoming a learning organization and building a culture where people feel cared for, are encouraged to be curious, and there is a spirit of collaboration is essential to long-term success in today’s world. With 5 generations present across organizations and the huge tensions that exist between these generations, developing culturally intelligent leaders who are adept at bringing out the best in their generationally diverse teams and organizations can be a challenge, but once accomplished, it will reduce this tension and allow for more psychologically safe and innovative spaces.  

Katherine Jeffery, PhD

Conference Sessions

2:00pm

Slate Student Success

  • TRACK: CRM
  • SUBTRACK: Slate
  • TYPE: Roundtable

Join a discussion for best practices on Slate Student Success. Share tips and tricks for case management, integrations, staff usage and other aspects of Slate.

Facilitator: Brian Regan

February 15, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

12:00pm

Student Success and Slate

  • TRACK: CRM
  • SUBTRACK: Slate
  • TYPE: Presentation

Best practices and how to approach a project in Slate.

Presenters: Brian Regan, Kathryn Lucas

1:00pm

Gift Processing in Slate

  • TRACK: CRM
  • SUBTRACK: Slate
  • TYPE: Presentation

Best ways to manage gift processing in Slate Advancement. System set-up and recommended operational procedures will be covered, from gift processing to receipting, separation of duties, ancillary tasks, and integration for the feed to finance.

Presenters: David Smittle, Brian Regan

3:00pm

Portals, Portals, Portals

  • TRACK: CRM
  • SUBTRACK: Slate
  • TYPE: Roundtable

Join us for a discussion on portals.

Facilitator: Kathryn Lucas

February 16, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

12:00pm

Prospect Management in Slate

  • TRACK: CRM
  • SUBTRACK: Slate
  • TYPE: Presentation

Best ways to manage prospects in Slate Advancement. Tips and tricks for enabling fundraisers to manage their prospects and portfolios, such as stages, from prospect identification to permanent stewardship, internal staff or peer ratings–plus external ratings from wealth screening services, primary and secondary staff assignment capabilities, and a next-step tickler reminder system.

Presenters: Brian Regan, David Smittle

3:00pm

Branding Editor

  • TRACK: CRM
  • SUBTRACK: Slate
  • TYPE: Roundtable

Join us in a discussion with Christopher Johnson from Coast Community College District on best uses for the branding editor and how to maximize its use. We will share how we developed variable branding in a Slate instance that houses three colleges and discuss tips and tricks for using the editor.

Facilitator: Brian Regan

February 14, 2023

All times are Eastern (GMT-5) Time zone


Keynote Speaker

12:00pm

Keynote – The Generational Shift: Moving Forward Better Together

Becoming a learning organization and building a culture where people feel cared for, are encouraged to be curious, and there is a spirit of collaboration is essential to long-term success in today’s world. With 5 generations present across organizations and the huge tensions that exist between these generations, developing culturally intelligent leaders who are adept at bringing out the best in their generationally diverse teams and organizations can be a challenge, but once accomplished, it will reduce this tension and allow for more psychologically safe and innovative spaces.  

Katherine Jeffery, PhD

Conference Sessions

2:00pm

Degree Works Reporting

  • TRACK: Banner
  • SUBTRACK: Degree Works
  • TYPE: Presentation

This session will be an examination of the DW tables and some examples of what types of reports can be created from the DW data.

Presenter: Dennis Crowson

3:00pm

Banner Communication Management

  • TRACK: Banner
  • SUBTRACK: Student
  • TYPE: Presentation

Come see the Banner Communication Management Suite tool and functionality.

Presenter: Kyle Jackson

February 15, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

12:00pm

Proxy Management/Global Proxy Resolutions in Banner 9

  • TRACK: Banner
  • SUBTRACK: General
  • TYPE: Presentation

With the use of Single Sign On in Banner, it is harder for administrators and parents to login and see what a Student sees in self service! Proxy Access and Global Proxy is a valuable tool to provide services to these areas. Overviews of both will be provided.

Presenters: Deb Joseph, Mary DeGraw

12:00pm

Innovative Solutions with Degree Works

  • TRACK: Banner
  • SUBTRACK: Degree Works
  • TYPE: Roundtable

Higher Education is full of complex data questions and tricky curriculum rules. Come share and discuss the different ways you and your school have used innovative solutions to solve a tricky problem in Degree Works.

Facilitators: Kylie Edmond, AJ McCabe

12:00pm

SSB 9.4.4, 9.4.5, and 9.4.6 Finance Versions Overview Configuration Differences

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Presentation

Overview the configuration and functional enhancements in versions of 9.4.5 to 9.4.7.

Presenter: Steve Barcus

1:00pm

Mass Processing in Banner Student

  • TRACK: Banner
  • SUBTRACK: Student
  • TYPE: Presentation

Learn about old ways and new ways to perform mass processing to populations of students within Banner. Pages like SHAMDEG, SFAMREG, SGAMSTU, SGAMSPT, and more will be covered.

Presentors: Jacob Jones, Mary DeGraw

3:00pm

Clarifying the Clearinghouse Reports in Banner

  • TRACK: Banner
  • SUBTRACK: Student
  • TYPE: Presentation

Join us as we demystify the data sources for the National Student Clearinghouse reporting objects in Banner. We’ll share interesting facts, tips and tricks that will be useful in completing your NSC reporting.

Presenters: LeWanna Hobbs, Angelic Cummings

February 16, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

12:00pm

Attendance Tracking in Banner Self Service

  • TRACK: Banner
  • SUBTRACK: Student
  • TYPE: Presentation

Can Banner Attendance Tracking meet your needs? Come see how Attendance Tracking can help your institution with Early Alerts, No Show reporting, and staying in compliance with Last Day of Attendance Tracking.

Presenters: Angelic Cummings, Ellen Jetto

2:00pm

GURFEED Interface

  • TRACK: Banner
  • SUBTRACK: Finance
  • TYPE: Presentation

Quick overview of the GURFEED interface into Banner Finance.

Presenter: Dennis Wilson

2:00pm

AIP Discussion

  • TRACK: Banner
  • SUBTRACK: Student
  • TYPE: Roundtable

We will discuss various uses of AIP and address questions and concerns.

Facilitator: Kyle Jackson

3:00pm

Park Yourself at this Presentation
Case Study: Using PageBuilder to Implement a Parking Payment System

  • TRACK: Banner
  • SUBTRACK: General
  • TYPE: Presentation

Ellucian’s Pagebuilder tool allows institutions to add self service pages to extend services provided to campus community. In this session learn how University of Detroit Mercy has harnessed the power of Pagebuilder to provide a parking enrollment system – that is integrated with SSB9.

Presenter: Vijaya Sastry

February 14, 2023

All times are Eastern (GMT-5) Time zone


Keynote Speaker

12:00pm

Keynote – The Generational Shift: Moving Forward Better Together

Becoming a learning organization and building a culture where people feel cared for, are encouraged to be curious, and there is a spirit of collaboration is essential to long-term success in today’s world. With 5 generations present across organizations and the huge tensions that exist between these generations, developing culturally intelligent leaders who are adept at bringing out the best in their generationally diverse teams and organizations can be a challenge, but once accomplished, it will reduce this tension and allow for more psychologically safe and innovative spaces.  

Katherine Jeffery, PhD

Conference Sessions

3:00pm

Banner Communication Management & Accounts Receivables

  • TRACK: Banner
  • SUBTRACK: Accounts Receivable
  • TYPE: Presentation

Using Banner Communication Management to streamline and automate Student AR communication.

Presenter: John Brown

3:00pm

Calgrant – Baseline Banner Procession

  • TRACK: Banner
  • SUBTRACK: Accounts Receivable
  • TYPE: Presentation

This session will quickly review the current iteration of the Banner Calgrant process, and upgrades released in the last year. Then we will open up the discussion to talk about lessons learned and some of the challenges of working with ETHOS as a core piece of the process. If you are using the processes, or just need more information, please attend to exchange information with your fellow California (it’s not just for community colleges) colleagues.

Presenter: Laurie Neil

February 15, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

12:00pm

What’s New in Banner AR

  • TRACK: Banner
  • SUBTRACK: Accounts Receivable
  • TYPE: Presentation

Find out about recent updates to Banner 9 AR including Uploading Charges or Payments, Accounting by Program or CRN and more.

Presenters: Kimberly Saving-Sherman, John Brown

February 16, 2023

All times are Eastern (GMT-5) Time zone


Conference Sessions

3:00pm

Auto-refunding

  • TRACK: Banner
  • SUBTRACK: Accounts Receivable
  • TYPE: Presentation

Best practice for auto-refunding student accounts.

Presenters: Brian Nolan, Dennis Wilson