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1 Ellucian Sessions 1. Keynote: Empowering Students in the Era of Consumerization Tracy Williams Ellucian s ERP solutions are built for tomorrow and ready today. You can access them on the go, without training and leverage automation. Banner, Colleague and Power Campus are ready for you with an innovative and modern interface. Join us to see what is the planned for the future, what improvements have been made and how it can help your institution. 2. What s New with Banner Finance? Barbara Doane (Remote) with Tracy Williams Have you seen the latest updates in Banner Finance? Join us as we explore how Banner Finance fits into the vision of a modern, connected campus. In this session, we will review the benefits and latest improvements in the Banner Finance administrative and self-service solutions. Learn how you can leverage tools like My Finance Query for effective financial management decision making on campus. See the user-friendly experience for requesting goods and services with My Requisitions. Learn what s to come with My Journals, My Approvals and My Budgets. We understand your financial management experience on campus goes beyond Banner. Learn how you can maximize your investment through the Ellucian Ethos Platform to create value for your end users. 3. What s New with Colleague AR/CR? Loretta Clayton (Remote) with Tracy Williams Come see all of the exciting new things in store for Colleague institutions. In this session, you will get an overview of Colleague AR/CR and release highlights from the past year, projects in flight and our plans for the future. 4. Moving to the cloud: Ellucian Cloud Solutions James Jones Cloud solutions are transforming and improving the way higher education institutions serve both internal and external constituents. Learn about Ellucian s portfolio of cloud solutions and how you can leverage the Ellucian Cloud for your applications. This session explains Ellucian s cloud strategy and our direction around a scalable, costeffective, and secure environment for managing your enterprise systems. For those who are already cloud clients, we will discuss how and when to move to the next level. 5. The Connected Campus using the Ellucian Ethos Platform James Jones The Ellucian Ethos Platform is a collection of features and cloud services designed to enable the modern campus and bring people, applications, and processes into a unified understanding. In this session we will discuss how the Ellucian Ethos Platform can help 1 P a g e

2 make systems integrations easier, break down data silos and transform how you manage business processes at your institution 6. Recruit and Retain the Right Students with Ellucian CRM Kim Hoelho (Remote) with Tracy Williams Your institution s success depends on recruiting, retaining and developing lifelong relationships with key individuals. Establishing and cultivating those relationships is a complex and often labor intensive process that can be streamlined by implementing a constituent relationship management solution. Ellucian CRM Recruit Ellucian CRM Recruit streamlines and automates the recruitment process so it s easier for you to improve your strategic efforts, personalize each student s journey, and control costs. Ellucian CRM Advise Ellucian CRM Advise is a student engagement solution to improve student success. It allows institutions to identify students at risk and ensure those students are matched with appropriate intervention. Ellucian CRM Advance Ellucian CRM Advance is the next step in advancement solutions, with powerful analytics and robust workflow capabilities, creating a comprehensive advancement solution that can help you engage more deeply with your alumni and donors. Brandon Gessner William Paterson University User Sessions Carbon Emissions and the Paris Accords By utilizing data on which classes students take, if the students are classified as commuter students, what courses faculty may teach and their office hours, what type of hour range staff members are a part of, amongst other factors, we are able to pull home zip codes of these individuals and calculate approximate round trip mileage and carbon emissions based on Google maps and EPA national averages. The web application can be viewed here: Alain Tschanz Thomas Edison State University Towards an Error Grimoire Discussion of error logs in CRM Recruit 2 P a g e

3 George Sotirion Brookdale Community College Optimizing Colleague Self-Service Financial Aid This session will focus on optimizing Colleague Self-Service Financial Aid to meet your institutional needs. Learn how Brookdale Community College uses the rules to assign different checklist items to different student populations. During this session we will also show how institutions can leverage the resource files to provide information in Colleague Self-Service Financial Aid that aligns with your business processes. We will also discuss a unique way to leverage the online loan request form with packaging to streamline the awarding process. Sheenah Hartigan Mark Stermer Caesar Niglio Ocean County College Communicating with Today s Students using Recruit 5.0 Ocean County College recently upgraded from Recruiter 3.0 to Recruit 5.0 and moved to the Cloud. Along with these changes, OCC has made adjustments to their student communications. The new generation of students requires a more concierge-type of communication, made possible through Recruit s functionality. Learn how Ocean is using targeted marketing to more efficiently reach students via content-rich s, proactive phone calls and even a chatbot! Thomas Edison State University Transferring Paper Workflow Processes to Digital OnBase Solutions Brief overview of what OnBase is and how it is used at Thomas Edison State University to transition paper workflow processes to digital solutions. Review the use of electronic, web accessible Unity Forms, and the transfer of that collected data into OnBase and Colleague. Summarize how TESU tracks and reports on the flow of documents to better understand our students and improve the efficiency of how employees complete their work. Atlantic Cape Community College Colleague Self Service Financial Aid: Streamlining from A to Z 3 P a g e

4 SoftDocs Clad Shrout Vendor Sessions Beyond Imaging: The Next Generation of Paperless The idea of the paperless institution has evolved over the years. From basic imaging and paper file conversions, to modern day enterprise content management platforms, schools are looking for technology to help meet growing demands from students and staff alike. Their expectation for immediate access to relevant content from any device at any time is forcing institutions to eliminate paper and create a true centralized repository for information. Join us for a look at best practices around automating common HR, finance and student services processes to assist in creating a campus-wide paperless ecosystem. DubLabs Chris Hopkinson Mobilizing Student Communication is still the most popular and quickly becoming the least effective way to reach today s students. Over half of student goes unread. Learn how over 350 schools are utilizing mobile to improve student communication, engagement, and success. CampusCruiser Allen Wang Campus Information Access and Identity Management The critical data privacy measurement on campus begins with information access and identity management. Institutions, being the information hosts for their constituents, must provide easy and secure access to campus information proficiently at low cost. Come see how Strata can help you to accomplish the tasks with simpler and smarter technology. ASR Analytics Scott Flory Finding Data Governance in Your Data Warehouse Are you in the process of building a data warehouse? Establishing data governance? Both? At ASR, we see these two efforts as having a symbiotic relationship; one without the other can result in projects with no direction, and disappointment in the outcomes. Data governance provides the structure necessary for institutional agreement on data definitions and business logic when creating or expanding a data warehouse. Similarly, a data warehouse project can support your data governance efforts by providing a tangible purpose and fostering buy-in. We will discuss ASR s comprehensive approach to leveraging the warehouse development process to formalize your data governance strategy. 4 P a g e

5 Trimdata Afshin Ghafouri Making the connection between the Campus Bookstore and your Business Office with FA~Link Discuss the best practices to achieve a robust real-time integration between the Campus Bookstore and the Business Office. FA~link delivers a streamlined student centric technique that offers the use of Student Funds at the Bookstore. Experience from cashier s perspective on how FA~Link authorizes Bookstore purchases against the variety of Funding Sources using Colleague Standard Payment Allocation Routines in real-time. Compatible with most Bookstore Point-Of-Sales including Follett, Barnes & Nobles, MBS, Booklog, Nebraska, ecampus, Akedemos, BBA Solutions, and more 5 P a g e