Georgia Summit University System of Georgia: Banner Users Conference guide, Sept. 19-21, 2007

AUGUSTA MARRIOTT HOTEL & SUITES SEPTEMBER 19-21 , 2007
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AUGUSTA MARRIOTT HOTEL & SUITES SEPTEMBER 19-21, 2007

INSIDE
Welcome General Info Hotel Floorplan Schedule At A Glance Wednesday's Schedule Thursday's Schedule Friday's Schedule Exhibitors Index of Sessions

PAGE
2 4 6 7 9 13 19 23 28

WELCOME
Welcome to Augusta for the tenth annual Georgia Summit Conference of the University System of Georgia (USG) enterprise application users! Transforming lives is the power of higher education In the USG, and facilitating that transformation is the objective of administrative services of every campus. Powering the transformation through technology is the focus of the 10th Annual Georgia Summit for functional users of enterprise applications.
Georgia Summit 2007 offers another exciting opportunity to learn from each other, discuss common problems and experiences. and share innovative solutions through concurrent sessions, demonstrations, discussions, exhibits, and networking opportunities that promote interaction with colleagues.
I'm very eager to hear this year's keynote speaker. Mr. Joseph D. Greene, an accomplished businessman, author, and former Regent and Chair of the USG Board of Regents will discuss "In Pursuit of Success through Teamwork."
The success of this conference relies on your generosity and desire for professional development. We're also grateful to our generous sponsors for making presentations and demonstrations, showing us new ideas in exhibits, helping offset conference costs, and providing materials for our use. Contributions from our sponsors are essential to the ongoing success of Georgia Summit, and we appreciate the positive outcomes that are the result of their ongoing support.

Marie Steed, Executive Director Project and Customer Services
University System of Georgia Board of Regents

The Board of Regents of the University System of Georgia and the Office of Information and Instructional Technology would like to thank...
...for projection services at the tenth annual
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Keynote Addren: In Pursuit of sues.s through THmworlt
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Panel DIKUnlon: Loo/ting Ahd I th Un/vorslty S,,,U,,m

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Georgfa Enhancemenrs Product Roadmap
Karen Nunn, Board of Re<;j@nts

Tracking HOPE with the Guaranteed Tuitfon Pfan
Doug lllnner, Valdosta State University Cathy Crowley, Georgia Coll~e & St.JU! University
Freida Jones,
Georgia Southwestern St:llte un1vers,ty

Georgia ONmyUNE Kris Bleslnvcr,
Bo.trd of Regents

lntemal Control And Rlslc Assessme_nt Unda Corva,
Cayton State Un,versotv Krtstana Tomer,
Georgia Department of
Audits ana Accounts

HR/Payroll Steering Commfttee Update
Susan Norton, Med,c;al College of
Georgia

Gove_mance Structure Tom Maler.
Board of Regents

veterans' Benients JIii Raynor,
North Georgia College & Stale Unh,ersity

GTVSOAX DonJa Tripp,
Georgia Southwestern
State Untvers,ty Amanda Marshall,
Board or Regents

Busfness Practices: Why Do We Need to Write Them Down?
Usa Baldwin,
Valdostl State Uni versity

PSF1-N VB Project Update
Debbie Lasher, Sharor, LOgM, Board of Re<;jents

* Letting the CAT out of the Bag:
HaJdm/zlng Use of the University System SCATS*
Susan Norton,
Allcia St.Jgna" Medical College of

Auditing Toolkit John Fuchko,
or Bo.trd Regents

1:30 - 10:00

Evening Reception a,t Fort DIKovcry Sponsored by Or~cle Corporation

THURSDAY

1:J0 - 1 ]0 1 :10 1:20

Banner Roadmap Ala11 Hansen,
SunGard Higher
EdUClltfOrl

Banner Flnancfol Aid Regulatory Update SunGard Higher Education

Continent.I &t. .ldelll

LsrnHowto Implement a Convenience Fee Strategy & Begin Reaffzfng Huge Savings
Todayt
Marth4 Roth, Kennesaw State Unlver'Slty
John MCEiroy, TouchNet

West Georgfa 's Budget Process
Robin Mulllnlx, Patsy Barr,
University of We5t Georgia

Using Lean She Sfgma to

Satlsfact.ory A cademic

Banner/GeorgiaVIEW Progress: Changing

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VISTA Integration

wfth the Current

]Ill Hyche,

Valerie Ale anderSplcer,

Board ol Regents

Columbus State

un,vec,;lty

Increase Acaisslbllfty, Flexlb/llty, and
convenience In USG H. Ed. Programs
Tonya Kllpatncic, Board or Regents

Budgetary Control Evolution to
PeopleSoft 8,9 Carol Benton, Craig Golden,
Michael Casucao, Bo.lrd of R.ege(lts

PeopleSoft HRHS Update
Christy TOdd, Layne Hammoek,
Board ol Regents

Data Warehouse: What to Do, What Not to Do
usa Baldwin,
Valdosta State Un~rs,ty

De.,f/ng From A New
Oeclc: Rea!nt Deve_lopments
lellTI!y Thompson,
Con5tc,ngy, Brook$, & Smith UC Sallie Guy,
Georgia College & St.Jte Unlve:rslty

Klckfng It Up II Notch:
Oracle Bl EE
Mark Pare,
Oracle Corporation

10.10 l1 10

11 10 - IJ OO

Degreeworks Mike Fox,
SunGard Higher Education

Banner RORRULES Dave Brunner, SunGard Higher Educati on

Banner to PeopleSoft: Student Direct Deposit
Beth Welsh, Robert Prescott, Medlcal College of Georgia

Address Verlflcatlon fn Banner with CLEAN_ Address Kevin Runner,
Runner Technologies Carlos MartJn, Columbus State Unlve:rsl

Human

Resourt:es/Trave/

and Epense

Effective Team Bui/ding

Exercises

Integration Overvfew

'lllsha Butler;

Abt Okunsanya, Barney Woods, Bo.lrd of Regents

SunGard Hl9her EducatlOn

Schedule at a Glance

U:00 l:00
USH ofBatch Posting within Banner Fln11nr:l11I Aid
Mary AlpusLU)'Clot, LatoYa ward, Augu~ta State Unlver.;,ty

TBA

Worlllng Smarter
Not Harder
Jill Brady, North Georgia COiiege &
State Univers.ty

Overview of Travel a
E1tpenses In 8.1>
Donna Wooddell, Ab! 0l<unsanva, Board of Regents

Reinventing

Hontflly Reporting
Proa:ss
otane C1'rl<, Employees' Retirement
System of Georgia

lnstltutlonal Effect/venus and InstltutlonI Ruearch
Erllt Bowe,
Donna Hutcheson,
Kennesaw State University

2,00 J,SO

PLUS Refunding Enhanceme_nts Dave Brunner, SunGard Higher
Educauon

Tranter StUd(!Jlts lOJ Stc_phanle Coker, Tora Romito, COiumbus State university

Ente_rprlse-wlde Address Hanage_ment

Query Baslcs for

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Basic PIiot: TIie Employme_nt
Ellglb//fty Verfflc.atlon

Commun/at/on and listening S/cl/ls

Erik Bowl!,
Paul Hearn,
l<l!nnesow State university

Midi I 8a II
ae rowe
eoa%'c:, =~nts

Program Mike MO'(hew, U.S. CIttzens11Ip &

Tasha Bull<!<', SU'IGard lil<!her Educatklll

Immigration Services

J;SO J lO
J:lO - 4; ao

Population Select/on: Boyand tho Basics Annelle COlvlns, Untverslty or West GeorgIc1

Student eBlllfng, Parent Payments, and
ACH Refunds Jeff Rapp,
ToodlNet tnformauoo
Systems Peggy Dobbs,
South Georgia Colf4!9e

Transa-lpt Eltcllange and the HOPE GPA Clllculatlon oavId Lee, Margaret Betzel, Bob Lllhl,
Georgia Student Am1nce Comm,SSion

EJtpenses and ePro World/ow
Apnl Harder, Al>J 0kunsanva, Board or Regents Kalyan Chundurt, SkyBridge Global

HRHSChange

Review Update

Birds ofa Futller.

Robert Elmore,

Aademlc Data Hart

Georgia Stall! Unlvl!f'Slty

I.Isa Baldw,n,

ChrlSty Toeld, Board of Regents

Valdosta Stat!! Unlvffllty

4.15 5:00

Birds ofa Feather.
Records& Admissions Cindy Taylor,
Board or Regents

Birds of a Feather. Accounts Recelvable
Amanda Marshall, Board of Regents

Blrds Of II Feather: Flnanclal Aid John Young,

Birds ofa Feather: Grants Hanagement
Shanno11 Kinman,

Board of Regents

Kennesaw Stole University

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Bird!/ or a Feather. Payroll
Sallle Guy,
Georgia College Stale
University

Accessing Campus Information Using
Oracle Buslnr;ss lntelllgentie
Levi 5ales, 0l'llde Corporation

1:JO 8:JO

Conbnantll l.fkrul

a:lO t JO

GSFAPPSand Paid Hours Ryan Ross,
Board of Regents

9:JO 10:JO

GSFAPPS/HOPE Updates Bob llllll,
Georg,a Student finance CommlSSlon

Tabbed Security Sht:lley Wlngfleld, SlcyBndge GIOl>al
Trent TuCker, 8oard of ReQents
TouchNet cashiering: L.f!ssollJI Llulmed Betl1 Welsh, Robert Prescott, Medical College of Gegta

Honey Saving Tips for Apartment Style Housing Charges Jackie t.oveJoV,
GorOon eoneoe
Banner DocumentJlltlon: Harness the Power/ Pat Barton, Board of Regents

warnings and Errors

PeopleSoft Flnanclals: How WIii
ft Change? Sharon Logan, Board ot Regents

and Payroll OH HYI OIJrtotte Wade,
North Georgia College &
State University Debbie farmer,

Key Steps to Confllct Hanas,ement
Tasha Buller, SunGard Hogller Education

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Board of Regents

Combining Posi tion

PeopleSoft

Data with Budget and

Data Deeds

Flnanda/s: How WIii Account Information

Done Dirt Cheap

It Change?

Banu Solak,

Scott Dunn,

(contfnuNI)

ICenn@aw State

Ba\nbrldge COiiege

Un,vers,ty

10,20 10,l~

10:35, U:lJ

SunGi,rd HE A/R Banner Session

Birds of a Fellther: Student System Consolidation Pat Barton, Board of Regents

Importing XAP PDFFlin In to Xtender Tom Marshall, Ben Simpson,
Oovton State Untver..lty

oProcurement In B.!I Apnt Harder;
Board of Regents Kalyan Chundurt, SkyBndge Glob.ii

Payroll: How to Prepare Form 941 Plus Adjustments Fneda Smith,
Darletta Strother.;, JADEM Enterp~ Inc.
(ag,,,1- f)

Concurrent
Wednesday
At-a-glance...
8:00 AM - 12.-00 PM
PSFIN VB Security/Workflow Workshop (pre-registration required) Walsh Room
1:00 PM - 3:00 PM
OPENING SESSION: Keynote Address "In Pursuit of Success Through Teamwork" Mr. Joseph D. Greene
Sponsors' Panel Discussion "Looking Ahead at the University System"
3:00 PM - 4 :00 PM
VB Project Institutional Readiness Meeting Walsh Room
3:30 PM - 4:20 PM
Concurrent Sessions
4:20 PM - 4:45 PM
Exhibitor/Refreshment Break
4:45 PM - 5:35 PM
Concurrent Sessions 6:30 PM - 10:00PM
Evening Reception at Fort Discovery (see page 11 for details) Sponsored by Oracle Corporation

Opening Session
" In Pursuit of Success Through Teamwork"
Moving from rural Georgia in 1959 with $35 saved from picking cotton and a high school diploma tucked away In his pocket, Joseph D. Greene embarked on a long journey In pursuit of success. He became the first AfricanAmerican elected to public office In McDuffie County, Georgia, when he was elected to the county's board of education. He would become Mr. Joseph D. Greene
the first African-American to sit on AuguSte state University
dozens of governing boards. He has served as a former
Regent and Chair of the Keynote Speaker
University System of Georgia Board of Regents. which oversees all of the state's thirty-four colleges and universities.
An accomplished author, he has written several publications on finance and economics. as well as a bOok abOut his long journey to success. From Collon Re/ds to Boardrooms. Mr. Greene has extensive corporate directorship experience, serving as a member of the boards of the Pilgrim Health and Life Insurance Company, Blue Cross and Blue Shield of Georgia, Georgia Carolina Banchares. Inc.. and First Bank of Georgia.
In addition to his teaching duties as the Cree-Walker Professor of Business Administration at Augusta State University. Mr. Greene served as director of the Augusta State University Center for Economic Education and conducted financialplanning workshops. Mr. Greene was recently named Augusta State's Customer Service Champion In response to Gov. Sonny Perdue's launch of the state's "Customer Service Improvement Initiative and is working with campus customer service representatives lo address student retention as an initial proJect.
Sponsors' Panel Discussion
" Looking Ahead at the University System"
This panel will focus on Looking Ahead In each of their areas in the USG, how the areas ht together, important changes coming, and what the areas are doing to Power the Transformation that changes lives through higher education. The distinguished members of the panel include:
From left to right: Mr. William R. Bowes, Vice Chancellor, Office of Fiscal Affairs; Or. Cathie M. Hudson, Associate Vice Chancellor, Research and Policy Analysis; Ms. Tonya Lam (moderator), Associate Vice Chancellor, Student Affairs: and Or. Sandra Stone. Vice Chancellor, Academic Planning and Programs

3:30 PM - 4:20 PM

Sessions
September 19

GEORGIA ENHANCEMENTS PRODUCT ROADMAP
Lamar Banner/All
This session will provide 1nstltutlonal users an update of the most recent and future Georgia Enhancement releases. Feature functlonahty, Self Service Transfer Articulation, and Self Service Graduation Request also will be demonstrated during this sesslon.
Karen Nunn, Board of Regents
TRACKING HOPE WITH THE GUARANTEED TUITION PLAN
Exhibit Hall Banner/Intermediate
This session ls designed to present three possible ways campuses can track HOPE students with a guaranteed tuition plan: 1. by different packaging groups, 2. by different budget groups, and 3. with existing budget and packaging groups. In addition, we will show the set-up needed In Banner.
Doug Tanner, Valdosta State University Cathy Crawley, Georgia College & State University Freida Jones, Georgia Southwestern S1ate University
GEORGIA DNMYU,E
Oglethorpe AC General/Beginner
Have you ever looked lor an onhne course 1n a subJect that was of Interest to you but had difficulty finding which Institution provided the service? Many potential students in Georgia have had this issue, but that is about to change with Georgia ONmyLINE. This new searchable database receives ,ts course information from a Banner export run at each Institution. Not only Is this Intended to help marl<et offerings of USG institutions to the general public, but it will become an easy way for Institution administrators to know what Is being offered and what 1s not.
Kris Biesinger, Board ol Regents

HR/PAYROLL STEERJNG COMMITTEE UPDATE
Oglethorpe E HAMS/Beginner
The HR/Payroll Steering Committee was convened last fall to detemiine how best to standardize some or the human resources and payroll practices across the lnstrtutions In the University System. Come learn about the items they have been working on and why this 1s important to you and the University System as a whole.
Susan Norton, Medical College of Georgia
GOVERNANCE STRUCTURE
Oglethorpe F-G GeneraVAII
IT governance 1s a relatively new concept that Is stlll evolving. It ensures the integrity of IT systems and provides appropriate controls for nsk management, records management, asset management, IT resources, and compliance with laws and regulations. It altgns the IT department with the strategic objectives and performance goals of the enterprise. IT governance deals with the IT department's strategic planning, operations, financials and other control frameworks. Good IT governance practices share many fundamental principles with enterprise governance.
Tom Maler, Board of Regents
4:45 PM - 5:35 PM
VETERAN'S BENEFITS
Lamar HRMS/lntermediate
This session will help explain the Importance ofhaving a Veterans' Benefits communication plan to avoid audit findings. You will receive
a copy of our current action plan to use as an example and bps to
help with your process. If you are a member of the financial aid office, business office, or a VA certifying official, this session ls for you.
Jill Raynor, North Georgia College & State University

INTERNAL CONTROLS AND RISK ASSESSMENT
Oglethorpe D Financials/Beginner
We wlll discuss how internal controls relate to both good business practlce and the new SAS 112 requirements for the auditors. Our outline wllf include, but will not be limited to, the following topics: 1. What is this thing called internal controls? 2. Review of Concepts, 3. Value of internal controls, 4. Specific challenges In higher education. 5. Risk assessment, and 6. What w,11 the auditors be looking for?
Linda Corva, Clayton State University Kristina Tumer, Georgia Department or Audits and Accounts

3:30 PM - 4:20 PM

Sessions
September 19

GEORGIAENHANCEMENTS PRODUCT ROADMAP
Lamar Banner/All
This session will provide institutional users an update or the most recent and future Georgia Enhancement releases. Feature functionality, Sell Service Transfer Articulation, and Self Service Graduation Request also will be demonstrated during this session.
Karen Nunn, Board of Regents
TRACK. ING HOPE WITH THE GUARANTEED TUITION PLAN
Exhibit Hall Banner/Intermediate
This session Is designed to present three possible ways campuses can track HOPE students with a guaranteed tuition plan: 1 by different packaging groups, 2. by different budget groups, and 3. with existing budget and packaging groups. In addition, we will show the set-up needed In Banner.
Doug Tanner, Valdosta State Unlvel"Slty Cathy Crawley, Georgia College & State University Freida Jones, Georgia Southwestern State Univel"Slty
GEORGIA OM.1YLME
Oglethorpe A-C GeneraVBeginner
Have you ever looked for an online course In a subject that was of lnterest to you but had difficulty finding which instrtution provided the service? Many potential students in Georgia have had this Issue, but that is about to change with Georgia ONrnyUNE. This new sea.rchable database receives its course information from a Banner export run at each lnst1tution. Not only Is this intended to help market offerings of USG Institutions to the general public, but rt will become an easy way for mshlut1on adm1mstrators to know what Is being offered and what Is not.
Kris Biesinger, Board of Regents

HR/ PAYROLL STEERING COMMITTEE UPDATE
Oglethorpe E HAMS/Beginner
The HR/Payroll Steering Committee was convened last fall to determine how best to standardize some of the human resources and payroll prac1Ices across the Institutions In the University System. Come learn about the items they have been wor1<mg on and why this is important lo you and the University System as a whole.
Susan Norton, Medical College of Georgia
GOVERNANCE STRUCTURE
Oglethorpe FG
General/All
IT governance is a relatively new concept that is still evolving. It ensures the integrity of IT systems and provides appropriate controls for risk management, records management, asset management, IT
resources, and compliance with laws and regulations. It aligns the rr
department with the strategle objectives and performance goals of the enterprise. IT governance deals with the IT department's strategic planning, operations, financials and other control frameworks. Good IT governance practices share many fundamental principles with enterprise governance.
Tom Maler, Board of Regents
4:45 PM - 5:35 PM
VETERAN'S BENEFITS
Lamar HRMS/Intermediate
This session will help explain the Importance of having a Veterans' Benefits communication plan to avoid audit findings. You will receive a copy of our current action plan to use as an example and Ups to help with your process. If you are a member of the financial aid office, business office, or a VA certifying official, this session ls for you.
Jill Raynor, North Georgia College & State University

INTERNAL CONTROLS AND RISK ASSESSMENT
Oglethorpe 0 Financials/Beginner
We will discuss how internal controls relate to both good business practice and the new SAS 112 requirements ror the auditors. Our outline will include. but w,11 not be limited to, the following topics: 1. What Is this thing called Internal controls? 2. Review of Concepts, 3. Value of Internal controls, 4. Specific challenges In higher education. 5. Risk assessment, and 6. What will the auditors be looking for?
Linda Corva, Clayton State Un1ve1"S1ty Kristina Turner, Georgia Department of Audits and Accounts

Concurrent Sessions

Wednesday (cont.)

4:45 PM - 5:35 PM

GTVSDAX

AUDITING TOOLKIT

Exhibit Hall Banner/Beginner

Oglethorpe F-G Banner/All

This presentation will eJtplaln the Crosswalk Validation (GTVSDAX) and its uses. This form Identifies Banner nerds that require data translation or hierarchical retrieval to return accurate reporting results. The rules established in this form are used to match external (user-defined) codes with internal codes defined by SunGard Higher Education. This functionality gives the user the ability to customize the codes to meet the specific needs of the lnst1tut1on.

This presentation will explain the background and Intended use for this Office of Internal Audit and OIIT initiative. Also, we will provide an opportunity for institutional representatives to discuss (via a survey or other tool) any challenges about using the queries we designed.
John Fuchko, Board of Regents

Oonja Tripp, Georgia Southwestern State University Amanda M arshall. Board of Regents
BUSINESS PRACTICES: WHY DO WE NEED TO WRITE THEM DOWN?

Oglethorpe A-C General/All

Business Practices: Is the phrase becoming a headache? One of the challenges for each campus Is wntlng business practices that are used by each office as well as keeping up with the new business practices delivered by the Board of Regents. The question that I want to answer Is how to keep up with the ever changing business practices.

Lisa Baldwin, Valdosta State University
PSF1N va PROJECT UPDATE

Oglethorpe D Flnanclals/AII

Want to find out about the PSFIN VS upgrade? Join us for a session in which we'll discuss the t1mellne and upcoming milestones as well as provide project team updates. There will be lime for questions and answers.

Debbie Lasher, Board of Regents Sharon Logan, Board of Regents
LETTING THE CAT OUT OF THE BAG:MAXIMIZING USE OF THE UNIVERSITY SYSTEM SCATS

Oglethorpe E HAMS/Beginner
The University System Board Categones for Position Classification (BCATS) offer maximum flexibility to support campuses' unique classification needs. This session will provide an overview of the SCATS; how they are used; their importance for accurate IPEDS, data mart, and Institutional reporting; as well as how to use them 1n your compensation programs. Campuses that have created campus-specific SCATS will share their experiences and offer tips about how you can let the BCATs out of the bag and make them work for you!
Susan Norton, Mechcal College of Georgia Alicia Stignani, Medical College of Georgia

EVENING RECEPTION @ FORT DISCOVERY
(Conference badge required for admission)
Wednesday
6:30-10PM

Access nearly 100 Georgia college and university app lications
App ly for federa l and state need-based aid by fi ling a Free Application for Federa l Student Aid (FAFSA)
Research and app ly for other financial aid options such as loans, scholarships and grants
- GAcoJlege411.org

Thursday

8:30 AM - 9:20 AM

BAMERROADMAP

At-a-glance...
7:30 AM - 8 :30 AM
Continental Breakfast - Registration Area

Lamar Financials/All
This presentation Is a high-level overview and update of the Banner product calendar deliverables on the Unified Product Calendar for 2007-2008 and w,11 focus on the version 8 ugrade.
Alan Hansen, SunGard Higher Education

8:00 AM - 12:00 PM
Queries, SQRs, Crystals, and nVisions Development (pre-registration required) Walsh Room
8:30 AM -10:20 AM
Concurrent Sessions
10:20 AM -1t10 AM
Exhibitor/Refreshment Break Sponsored by Collegiate Project Services
1t10 AM -12.-00 PM
Concurrent Sessions
12.-00 PM - 1:00 PM
Lunch, Registration Area
12.-00 PM -1:00 PM
Payroll Users Group Meeting, Terrace
1:00 PM - 5:00 PM
PSFIN VS Security/Workflow Workshop (pre-registration required) Walsh Room

BAMER FINANCIAL AID REGI ATORY UPDATE
Exhibit Hall Banner/ All
This presentation will discuss upcoming financial aid federal regulation changes and deliverables from SunGard Higher Education Banner to keep campuses In compliance.
SunGard Higher Education
LEARN HOW TO IMPLEMENT A CONVENIENCE FEE STRATEGY & BEGIN REALIZING HUGE SAVINGS TODAYI
Oglethorpe A-C GeneraVlntermediate
Reward yourself and not your credit card payers. Shift the cost of credit card acceptance to the cardholder using a "convenience fee" strategy and reward your department with an extra million dollars for next year's budget. This sess,on w,11 examine the sometimes controversial issues of convenience fees Including a review of the statistical data from several schools- enabling you to determine If this strategy Is right for your campus.
Martha Roth, Kennesaw State University John M cElroy, TouchNet
WEST GEORGIA'S BlM>GET PROCESS

tOO PM - 2:50 PM Concurrent Sessions
2:50 PM - 3:20 PM
Exhibitor/Refreshment Break Sponsored by Collegiate Project Services
3:20 PM - 5:00 PM
Concurrent Sessions

Oglethorpe D Financials/Intermediate
In this presentallon, we will discuss the budget process at West Georgia. We have developed some tools to help us that we hope will help spur new ideas for your campuses.
Robi n Mulllnlx, University of West Georgia Patsy Barr, University of West Georgia

Sessions
September 20

PEOPLESOFT HRMS UPDATE
Oglethorpe E HAMS/Beginner
Enhancements are constantly being made to the Georg1aFirst PeopleSoft HAMS system. Come learn what changes are planned for lhe coming months. The release schedule and future HAMS plans also will be discussed.
Christy Todd, Board of Regents Layne Hammock. Board of Regents
DATA WAREHOUSE: WHAT TO DO, WHAT NOT TO DO Oglethorpe F-G Data Warehouse/All
Why 1s getting data into a data warehouse so problematic? Why can't It be straight forward? These and other questions will be answered In the Lessons Leamed series about Data Warehouses-VSU's and BOA'S.
Lisa Baldwin. Valdosta State University
9:30 AM - 10:20 AM
BANNER/ GEORGIAVIEW VISTA INTEGRATION
Lamar Banner/Beginner
What's happening with Banner/Georg,aVIEW Vista Integration? This session provides an overview of recent additions and changes to the Banner extract process (ICGORLDI I ZSRLDIS) as well as other relevant topics.
JIii Hyche, Board of Regents
SATISFACTORY ACADEMIC PROGRESS: CHANGING W1TH THE CURRENT
Exh1b1t Hall Banner/Intermediate
This session will Inform the flnanclal aid community of the enhancements made to the Satisfactory Academic Progress. In this presentation, we will explain the differences between the previous Satisfactory Academic Progress logic and changes within the new logic.
Valerie Alexander-Spicer, Columbus State University

USING LEAN SIX SIGMA TO INCREASE ACCESSIBIUTY, FLEXIBILITY, AND CONVEN(ENCE IN USG M . ED. PROGRAMS
Oglethorpe A-C GeneraVAJI
In this session, we will discuss how using Lean Six Sigma can create an onllne admlSS1ons process and a collaborative M.Ed. degree for cert1fled teachers In response to demand that is fast (Lean) with minima! variation (Six Sigma). Consequently, this process will result In Increased accessibility, llexlblhty, and convenience in USG degree programs for teachers by providing better, faster, and more costeffective services.
Tonya Kilpatrick, Board of Regents
BUDGETARYCONTROLEVOWTIONTO PEOPLESOFT 8 .9
Oglethorpe D F1nanclals/AII
Come explore budgetary controls evolution to commitment control. In this session, you will have an opportunity to dive into the new functions and features of PeopleSoft V8.9 Commitment Control. The panel will discuss the maior Infrastructure changes and conduct a demonstration so that participants can see the new functionality in action. The session will conclude with an interactive discussion in which participants can engage the panel with questions and issues.
Carol Benton, Board of Regents Craig Golden, Board of Regents Michael Casuccio, Board of Regents
DEALING FROM A NEW DECK:. RECENT DEVELOPMENTS
Oglethorpe E HAMS/All
This session will discuss employment law updates for HA professionals regarding Cont1nu1ng Education instructors.
Jeffery Thompson, Constangy, Brooks & Smith. LLC Sallie Guy, Georgia College & State University / /
---

Concurrent
Thursday (cont.)

9:30 AM -10:20 AM

KICKING IT UP A NOTCH: ORACLE Bl EE
Oglethorpe F-G Data Warehouse/All
When was the last time you could actually visualize the state of your business? When did your Bl tools provide real-time monitoring by giving you the ability to compare, predict, and respond to changes tn a timely manner? The enterpnse business intelligence suite, OBI EE. from Oracle promises to deliver just that. Learn how your organization can obtain the needed and critical information using existing data warehouses through the use of easily customizable dashboards, ad-hoc query analysis, and publishing tools that enable extensible drill-down capabilities that conform to existing security rotes within your organization.
Mark Pare, Oracle Corporation
11:10 AM - 12:00 PM
DEGREEWORKS
Lamar Banner/ All
This presentation will provide an oveMew of the new SunGard Higher Education DegreeWorks degree audit product.
Mike Fox, SunGard Higher Education
BANNER RORRI.LES
Exhibit Hall Banner/ All
This session will discuss how to build some basic, Intermediate, and advanced RORRULEs for Banner Financial Aid.
Dave Brunner, SunGard Higher Education

ADDRESS VERIFICATION IN BANNER WITH CLEAN ADDRESS
Oglethorpe D GeneraVBeginner
Real-time address verification and telephone checking are integral parts of improving data quality and mall deliverab1hty. With CLEAN_ Address, address verification is now an easy, low-cost commodity for institutions using Banner. Attendees will learn the basics of address verification and the simple process to support real- time. seamless Integration In Banner Forms (INB), web self-service applications, and batch processing. This presentation will include the following topics: 1. Functional overview of address verification and the benefits, 2. Technical d iscussion of architecture and Implementation, 3. Financial return on Investment by having address verification, and 4. Discussion of batch and real-bme address verification and telephone checking within Banner.
Kevin Runner, Runner Technologies, Inc. Car1os Martin, Columbus State University
HUMAN RESOURCES/ TRAVEL AND EXPENSE INTEGRATION OVERVIEW
Oglethorpe E Flnanclals/HRMS/All
This session provides an overview of the integration between Human Resources and the new Finance/Travel and Expense application. The demonstration of the HR/EX customization provides the user an opportunity to view the new functionality. Changes to existing business processes and impacts lo sell service registration will be discussed following the presentation. Users will have an opportunity to ask questions and provide feedback concerning the integration process.
Abl Okunsanya, Board of Regents Barney Woods, Board of Regents

BANNER TO PEOPLESOFT: STUDENT DIRECT DEPOSIT
Oglethorpe A-C Banner/ All
In this session, we will provide an overview (with screenshots!) of how Medical College of Georgia set up Banner, the banking Information, and the PeopleSoft tables so that students can use the direct deposit functlonality in Banner.
Beth Welsh, Medical College of Georgia Robert Prescott, Medical College of Georgia

Sessions
September 20

EFFECTIVE TEAM Bl&.DING EXERCISES
Oglethorpe F-G GeneraVAll
This session will not be your standard presentation. Team building exercises are used to promote an active-learning environment by getting participants to move physically, to share openly, and to accomplish something they take pride in. Audience members will be asked to actively participate In exercises and discussions related to effective team-building strategies.
Tasha Butler. SunGard Higher Education
1:00 PM - 1:50 PM
USES OFBATCH POSTING WITHIN BANNER FINANCIAL A ID
Lamar Banner/ Advanced
We will provide a brief overview or the batch posting process and
present the various ways that Augusta State University uses Banner's batch posting process for financial aid. We also wm include some of the populalton selections we use w,th batch posting. We also hope to have other campuses share their Ideas.
Mary Fllpus-Luyckx, Augusta State University Latoya Ward, Augusta State Umvers,ty
WORK.NG SMARTER - NOT HARDER
Oglethorpe A-C Banner/ All
Is it really possible to streamline processing In the Registrar's office? Is it possible to Implement new methodologies using technology to lesson our workload? Are there other ways to accomplish tasks that we've 'always done that way'? Through collaborative efforts with our Information and Instructional Technology office, the Registrar's office at NGCSU has been able to Increase student and faculty services, reduce paperwork, and improve productivity.
Jill Brady, North Georgia College & State University
OVERVIEW OF TRAVEL AND EXPENSES IN 8 .9
Oglethorpe D Financials/Beginner
Come join us as we discuss the major changes in your current travel business process as you transition from accounts payable to expenses. We will demonstrate the expense module so you can observe the new functlonallty- pnmarily focusing on the core transactions. The session wlll conclude w,th a discussion of the impact to your insdtullon and an opportunity to answer questions or concerns you might have.
Donna Wooddell, Board of Regents Abl Okunsanya, Board of Regents

MONDaY REPORTING PROCESS
Oglethorpe E HAMS/All
Attention agencies that rem,t monthly data to the Employees' Retirement System: don't miss this opportunity to learn about PARIS-the new Penst0n and Retirement Information System. Presenter Diane Clark. Interim Division Director for Employer Reporting, has been with ERS tor 26 years. Come gain valuable information concerning the collect,on, reconcillallon, and posting of employee and employer contnbutions for multiple plans. Get answers to what PARIS does for reporting, including plan membership, contribution requirements, summary reports, payments, and employee detail data.
Diane Clark, Employees' Retirement System of Georgia
REINVENTING INSTITUTIONAL EFFECTIVENESS AND INSTITUTIONAL RE.SEARCH
Oglethorpe F-G GeneraVAII
This session will look at the r801ganizalion steps that Kennesaw State University (KSU) took to comblne the offices of lnslltutionat Effectiveness and Institutional Research into a more focused and directed unit entitled Enterprise Information Management (EiM), We w,11 examine how EIM combines skills In the disciplines of assessment, stallstlcs. and Information technology to add value to KSU. In addition, we will discuss the organizational structure and how It addresses day- to-day issues related to data warehousing, enterprise reporting, and data management.
Erik Bowe, Kennesaw Stale University Donna Hutcheson , Kennesaw State University
2:00 PM - 2:50 PM
PLUS REFUNDING ENHANCEMENTS
Lamar Banner/ All
This presentation will provide a high-level overview of the Bannerdelivered PLUS Loan Refunding enhancements.
Dave Brunner, SunGard Higher Education
TRANSFER STUDENTS 101
Exhibit Hall Banner/Beginner
This sess10n addresses customer service iSS1Jes as they relate to incom,ng transfer students. It will show common problems faced by students transferring to a new school as well as possible solutions for these issues. Specific topics w,11 lnclude availability of information, campus runaround, advising, and policies. The session will conclude with a roundtable d iscussion about transfer practices.
Stephanie Coker, Columbus State University Tara Ro mito. Columbus State University

Concurrent
Thursday (cont)

2:00 PM - 2:50 PM
ENTERPRISE- wm ADDRESS MANAGEMENT
Oglethorpe A-C General/All
This session will cover how Kennesaw State University (KSU) maintains addresses on students, faculty, and staff that are up-todate (and formatted to USPS criteria) across i ts three ERP systems of Banner, PeopleSoft, and Blackboard. We will demonstrate the software KSU uses to emphasize how the maintenance of vahd
addresses happens at the point of data entry as well as on the back-
end within each database.
Erik Bowe, Kennesaw State Un1vers1ty Paul Heam, Kennesaw State University QUERY BASICS FOR PE.OPLSOFT FWANCIALS V8.9
Oglethorpe D Financials/All
This presentation Is an introduction to the PeopleSoft Financials V8.9 Query Tool. Come see the new look and improved functionality of the Query Tool In Financials V8.9. For those who are new to Query, you will learn how to create bas,c queries, use multiple tables with predefined joins, add criteria, use prompts, and ex.port data to Excel.
Michael Barnwell, Board of Regents Alice Bray, Board of Regents
BASIC PILOT: TIE EMPLOYMENT ELIGIBLITY VERFICATION PROGRAM
Oglethorpe E HRMS/AJI
The Employment Elig1billty Venfication Program (EEV) 1s an Internetbased system operated by the Department of Homeland Security's (OHS) United States Citizenship and Immigration Services (USCIS) 1n partnership with the Social Security Administration (SSA). The EEV is currently free to employers and is available 1n all 50 states. The EEV provides an automated link to federal databases to help employers determine employment ellgiblllty of new hires and the validity of their Social Security numbers.
M ike Mayhew, U.S. C1tlzensh1p and Immigration Services
I-/--
17

COMMlNCATlON AND LISTENING SKLLS
Oglethorpe F-G General/All
Effective communication and listening skills are essential. This session covers where the most frequent communications breakdowns occur and discusses the Importance of active listening. Learn the roles of non-verbal communication and questioning techniques to improve your communication skills.
Tasha Butler, SunGard Higher Education
3:20 PM - 4:10 PM
POPULATION SELECTION: BEYOND TIE BASICS
Lamar Banner/All
Population Selecbon is a valuable tool for selecting groups. This presentation will go beyond basic selections and w1ll lnclude the following topics: using dates, compansons beyond =~, nesting rules with and/or, combining selections, sub-queries. dynamic parameters, and extracts. The last topic will include a httle SOL. Pop Se!s join will be shown as well as how to produce a comma-delimited file.
Annelle Colvins, University of West Georgia
STUDENT IEBLLNG, PARENT PAYMENTS, AND ACH
REFUNDS
Exhibit Hall Banner/All
During this session we will demonstrate a one-stop student billing approach that allows students and parents to log In to view a student's bill and real-time account activity, set up payment profiles, make payments against the bill, and receive ACH refunds. The business office reduces operating costs by eliminating the paper bill, increases communication by email, decreases malled-in payments, and offers parents a payment portal to recei11e student deposits.
Jeff Rapp, TouchNet Information Systems Peggy Dobbs, South Georgia College
TRANSCRPT EXCHANGE AND TIEHOPE GPA CALCULATION
Oglethorpe A-C Banner/Beginner
The HOPE Scholarshfp eligibility process changed 1n May 2007. Our presentation w,11 focus on the new calculation process and its results In the first year (class of 2007) and the prospects for year two. In addition, we will discuss the availability of electronic transcript transfer from Georgia high schools to Georgia colleges.
David Lee, Georgia Student Finance Commission Margaret Betzel, Georgia Student Finance Commission Bob Lahl, Georgia Student Finance Commission

Sessions
September 20

EXPENSES & EPRO WORK.FLOW

BIR.DS OF A FEAnlER: ACCOUNTS RECEIVABLE

Oglethorpe D Flnanclals/Beglnner

Exhibit Hall B an ner/ All

Come Join us as we explore the approval model that will be delivered by OIIT for routing expense and requisition lransachons. We will demonstrate how your Institution can tailor the delivered model to suit
your business process. At the end of the session, we will address the
impact to your institution plus any questions or concerns you might have.
April Harder, Board of Regents Abi Okunsanya, Board of Regents Kalyan Chunduri, SkyBridge Global
HRMSCHANGE REVIEW UPDATE

In this forum, each Institution may submit questions about various topics and learn how other msliMlons handle similar issues.
Amanda Marshall, Board of Regents
BIRDS OF A FEATtER: FINANCIAL AID
Oglethorpe A-C Banner/ All
In this forum, each Institution may submit questions about various topics and learn how other institutions handle similar Issues.

Oglethorpe E HAMS/All
In this session. we will discuss requests submitted by GeorgiaFIRST model users, report status of requests. and submit new requests. Both technical and functional users are encouraged to participate.
Robert Elmore, Georgia State University Christy Todd, Board of Regents
BIRDS OF A FEAnlER:ACADEMC DATA MART
Oglethorpe F-G Data Warehouse/All
This session will cover topics about the Academic Data Mart that may
range from business practices lo how data are pulled for the Data
Warehouse.
Lisa Baldwin, Valdosta State University
4:15 PM - 5:00 PM

John Young, Board of Regents
BIRDS OF A FEATHER: GRANTS MANAGEMENT Oglethorpe D Financials/All
Please join your fellow GeorglaFIRST Financials users as we discuss the world of grants and grant management. Come prepared to share your successes and challenges with other USG Financials users.
Shannon Kinman, Kennesaw Stale University
BIRDS OF A FEATtER: PAYROLL
Oglethorpe E HAMS/All
This session will be an open forum about problems and questions that payroll users have encountered and the solutions that others in the USG have developed for those problems.
Sallie Guy. Georgia College & State University

BIRDS OF A FEATtER: RECORDS & ADMISSIONS
Lamar Banner/ All
In this forum, each institution may submit questtons about venous topics and learn how other institutions handle similar Issues.
Cindy Taylor, Board o f Regents

ACCESSING CAMPUS N='ORMATION USING ORACLE BUSNESS INTELLIGENCE
Oglethorpe F-G GeneraVAJI
See how Oracle's new Fusion Business Intelligence can improve the
reporting across all of your applications campus-wide. Oracle will show you how to get the most out of the data and give schools the ability to create and run enterprise reports quickly and easily.

Levi Sales, Oracle Corporation



Concurrent

7:30 AM - 8:30 AM
Continental Breakfast - Registrat,on Area
8:00 AM - 10:00 AM
Financials VS Certified Trainer Workshop (pre-registration required) Moody Room
8:30 AM - 1c>.20 AM
Concurrent Sessions
10:00 AM -12.-00 PM
Financials VB Certified Trainer Workshop (pre-registration required) Moody Room
10:20 AM - 10:35 AM
Exhibitor/ Refreshment Break
1CU5 AM - 11:25 AM
Concurrent Sessions
8:30 AM - 9:20 AM
GSFAPPS AND PAm HOURS
Lamar Banner/ All
This presentation will provide an update to the GSFAPPS/PAID hOurs processing. The presentation will cover the submiSSlon of the GAU Ille by usn,g the ZHRAPPS process and loading the return GAD file using the ZOPAPPL process. In addition, we will provide slides of ZHAHOPE and ZHAAPPS.
Ryan Ross, Board of Regents

TABBED SECURITY
Exhibit Hall Banner/ lntermechate
This presentation wdl address new security features In basehne Banner. The primary focus will be the technical outlining of the features, outlining how to apply the new features, and related top,cs. We also will highlight how this new functionality works In practice.
Shelly Wingfield, SkyBridge Global Trent Tucker, Board of Regents
MONEY SAVING TIPS FOR APARTMENT- STYLE HOUSING CHARGES
Oglethorpe A-C Banner/ Intermediate
Gordon College met and exceeded the needs of accommodating students for on-campus housing with apartment style living when Gordon Properties, LlC funded our new Gordon Commons. This presentation will demonstrate how to use the Banner Student System to set up and charge housing without having to use an outside agency to pay costly fees to collect and charge student accounts for oncampus housing. The presentation includes how to charge student
accounts for housing deposits, housing housing cha19es, late fees,
and how to balance the cashier drawer at the end of the day.
Jackie Lovejoy, Gordon College
PEOPLESOFT FNANCIALS; HOW WLL IT CHANGE?
Oglethorpe D Financials/All
This t wo-hour session will cover the baseline func1ional changes
between PeopleSoft Financials versions 7.5 & 8.9 . The OIIT PeopleSoft Financials Support experts w,11 be on hand to cover the
changes in the General Ledger, Accounts Payable, Purchasing, and
Asset Management modules as well as answer questions. In addition,
we will provide overview Information to the new modules, Ex,penses, and e-Pro.
Sharon Logan, Board of Regents
WARNINGS AND ERRORS AND PAYROLL - OH MYI
Oglethorpe E HAMS/All
What's the difference between a payroll warning and a payroll error? Make an informed decision about when to continue processing or when to stop. When will a payroll error result in a DBI? When are payroll warnings Informational only? Learn the answers to many of the most common payroll warnings and errors in this Informative session.
Charlotte Wade, North Georgia College & State University Debbie Farmer, Board of Regents

Sessions
September 21

KEY STEPS TO CONFLICT MANAGEMENT
Oglethorpe F-G GeneraVAII
This will not be your standard presentation. This session will explore the functions and dynamics of conflict and enable attendees to assess their style of dealing with conflict. Audience members will be asked to actively participate in exercises and discuSStons related to practical conflict resolution strategies.
Tasha Butler, SunGard Higher Education
9:30 AM -10:20 AM
GSFAPPS/ HOPE UPDATES
Lamar Banner/ All
This presentation will locus on GSFAPPS statistics for the year. We will discuss updates that will include aid-year-specific processing, hoursonly processing, online student lookup, an 18-month non-activity rule, etc. HOPE updates will Include general HOPE processing and changes to processing.
Bob Lahl, Georgia Student Finance Commission
TQUCM!fET CA.StERNG: LESSONS LEARNED
Exhibit Hall Banner/ All
This session will provide a detailed and 1nforma1Jve insider view about TouchNet Cashiering, its implementation, the history of changes. how we use 11 now, and plans for future enhancements.
Beth Welsh, Medical College of Georgia Robert Prescott, Medical College of Georgia
BANNER DOCUMENTATION: HARNESS THE POWER!
Oglethorpe A-C Banner/ All
ThlS presentation Is for anyone who has been lost in the mounds of Banner documen1a11on, those who think they can't understand it. and especially those who didn't even know It existed. Topics will Include the different types of documentation available. how to access it. and how to find the specific infonnahon you need. Yes, functional users really can learn to harness the power or documentation.
Pat Barton, Board of Regents

COMBINING POSITION DATA WITH BUDGET AND ACCOUNT INFOR.MATION
Oglethorpe E HAMS/All
It is a challenglng task to display position data along with budget and account data In PeopleSoft. This Is caused by the lack of predefined join conditions between position and budget tables. Depending on the nature of the position, the join cnteria change. While some positions are uniquely identified, some others are pool positions. Therefore, there is a need for Identifying true join statements based on the positions. Adding account 1nfonnation to this join brings additional complexity to this task. In this presentation, we display how to view position, budget, and account infonnat lon together.
Banu Solak, Kennesaw State University
DATA DEEDS DONE DIRT OEAPI
Oglethorpe F-G GeneraVAll
Whether you are talking time, people, or money-reporting isn't cheap. Want to reduce those costs but still maintain that fashionable "Report about Town" feel? Well, join this session to learn about some interesting tools and tips currently In use at Bainbndge College. Feel free to bring your own to share with the group.
Scott Dunn, Bainbridge College
10:35 AM - 11:25 AM
SUNGARD HIGHER EDUCATION A / R BANNER SESSION
Lamar Banner/ All
To be announced.
SunGard Higher Educat ion

Concurrent Sessions
Friday (cont.)

BIRDS OF A FEATHER: STUDENT SYSTEM CONSOLIDATION
Exhibit Hall Banner/All
In this forum, each institution from Group 1 and Group 2 may submit questions about various topics and learn how other ins11tutions handle similar issues.
Pat Barton, Board of Regents
IMPORTING XAP PDF FILES INTO XTENDER
Oglethorpe A-C Banner/All
Do you currently load PDF applications from GACollege411 Into Banner Xtender? Or would you hke to, but are overwhelmed by, the elCtens1ve manual labor involved In printing the PDFs, looking up Banner IDs, and then scanning and Indexing each application one at a time? Do you generate letters that you would like to have automaucally imported into Xtender without having to scan them? Then this presentation is for you. Come see how Clayton State University automates these manually Intensive tasks and reduces hours If not days of worl< into just a few seconds.
Tom Marshall, Clayton State University Ben Simpson. Clayton State University
OVERVIEW OF EPROCUREMENT IN 8 .9
Oglethorpe D Financials/Beginner
New 1n 8.9: eProcurementl This session will provide a demonstration of basic functionality and workflow. Participants will learn how to create, process, and source requ1s1t1ons with ease using the ePro module. The session will conclude with questions and answers to ensure that all questions or concerns are addressed.
April Harder, Board of Regents Kalyan Chunduri, SkyBridge Global
PAYROLL: HOW TO PREPAREFORM 941 PLUS ADJUSTMENTS
Oglethorpe E HAMS/All
Enhancements to the preparation of quarterly 941 s are ongoing and, In some cases, being changed to yearly filing of Form 944. Come leam how to correctly complete 941 s, and how to make adjus1ments and corrections so that you reduce 11me spent on preparing and/or paying penalties and Interest due to errors In addition. find out whether you qualify for the yearly filing of the new Form 944.
Frieda Smith. JADEM Enterprises Inc. Carletta Strothers . JADEM Enterprises Inc.
21

Moderators

Alta Adams Wanda Aldridge A. Kay Anderson Leigh Anderson Row Anderson Lisa Baldwin Pal Barton Sarah Baumhoff Sandra Best Kris Biesinger Denise Bogart Enk Bowe Jill Brady Matthew Buchanan Velma Burden Annelle Colev1ns Janine Robinson Combre Walter Cummings Susan Daniell Nicole de Vries Robyn DeVane Scott Dunn Ana Edwards Victoria Bland Sharon 81is Robert 8more Bill English Lori Fernandez Maryann Fogarty Karen Gardner Rita Gamer Art1ca Gaston Charlene Graham Nikki Graham Sallle Guy Patricia Harris Thomas Harris Walter Hinckfoot

Doug Hyche Jill Hyche Freida Jones Nell Jones Brenda Kelley Jody Kemp Jessica Key Trisha Knight Bob Lahl Colette Long Juanita Long Edith Marshall Debra McCrary Casey McGuane Sar a McNure Ann Montalvo Susan Motes Rose Mumer Karen Nunn laurel Neace Carol Nobles Susan Norton Cynthia Parker Cherise Peters Tichina Powers Jill Rayner Keya Reed Krista Smith Virginia Stewart Alicia Sllgnani Vivian Tillman LoaveTodd Carla Torkelson Antonio Travis DonjaTrlpp Carlotta Wade Karen West Mingguang Xu Nicole Youngblood

Make Time to Talk to the Clearinghouse
The National Student Clearinghouse has helped colleges and universities nationwide regain thousands of hours through our free time-saving services. That's why more than 3,000 Institutions
- representing over 91% of US enrollment- par ticipate in the Clearinghouse.

FREE Tim.Saving Services for You
OegreeVerlfy: Frees your staff from manually verifying degrees for your graduates.
EnrollmentVerlfy: Lets you outsource enrollment verifications using data you already provide to us.
Student Self-Service: Allows your students to print enrollment certificates, view enrollment histories and more via the Web at no charge.
Transcript Ordering: Enables you to provide secure 24/7 online transcript ordering to your students and alumni. (No programming required!)

Unique, Affordable Educational Research
StudentTracker giVes you access to our database of
80 million enrollment and degree records, the only one of its kind, for a small annual subscription fee. More than 1,000 instllutions use StudentTracker data to perform all types of educational research. It delivers the real world Information you need - inexpensively,
quickly and electronically - to help Improve your research results nght away.
Why Walt to Save Time & Money?
The Clearinghouse works - for you! To learn how you can take advantage of all of our free ser vices and our low-cost educational research, contact your regional director today.

Joe Roof
386-740-0146
roofOatudentclearlnghouse.org

www.studentclearinghouse.org

Be sure and drop in to see our 2007 Georgia Summit exhibitors to discover ne,N products and services!

AUGUSTA

GA Student Finance Comm

I I Nortel

~

I I APP

I I I I fpson 11 Dell

Oracle

Apple Is committed to bnnglng the best personal computer experience to students, educators, creative professionals, and consumers around the wortd through its Innovative hardware, software, and internet offerings.
apple.com

Clnetics Dchnologies LLC 1s a value-added reseller prov1d1ng expertise with the following
vendors and technologies: disaster recovery planning and consulting; Oracle 10g RAC Installation; Oracle RAC Implementation, deployment, and training; Oracle database security; VlSA CISP: HPUX: Oracle consulting and support; Oracle RAC traln,ng: Oracle performance tuning: SCT Banner tuning: Oracle data warehousing: HP Parallel Database Clusters; server and storage consolidation; High Availability solutions: network Integration: VM Ware Implementation: and server and storage v1rtuaHzat1on.
clnetics.com

CollegeNet provides an array of technology innovahons for higher educat10n. Visit us to
see the latest ,n academic and event scheduling, space planning, web admissions (Including prospect management and recruitment), web tuition processing and e-commerce. web alumni relations and donation management. and onhne commencement services.
collegenet.com

& CoR~ll II s \s." IA1F5

Collealat. Prqect Services is the number one choice for managing complex technology
proiects In higher education. We are unique In our ability to apply both modern proJect management tools and state-of-the-art organizational development processes In managing projects, and do so solely for the higher education market. Collegiate Project Services is in its hfteenth year of proudly serving the project management needs or universities and colleges across the US.
colegiateproject.com

Dell: For more than 20 years, Dell has revolutionized the Industry to make computing accessible
to customers around the globe, 1nclud1ng businesses, ,nstituhonal organizations and Individual consumers. Toe company Is based on a simple concept: by selling computer systems directly to customers, Dell could best understand their needs and efficiently provide the most effective computing solutions to meet those needs. Because of Dell's direct model-and the Industry's response to lt-inrormat1on technology is more powerful, easier to use, and more affordable; giving customers the opportunity to take advantage or powerful new tools to Improve their businesses and personal lives.
dell.com

EPSON~

Epson invites you to come by our booth and see our classroom and auditorium
projects. Including the new powerl1te 6100l that Is closed-caption capable. Information about our laser and Inkjet printers and scanners also will be avaJlabte.
epson.com

GfO,qii Studmt Rn111<t Commission

Loans :khol1111hipt Gn.tltJ

(iii

I t/l

,._

Georgia Student Finance Commission: The Georgia Student Finance Commission
administers a variety of scholarship and grant programs 1nclud1ng the HOPE Scholarship Program, and makes low-interest Federal Stafford and PLUS loans for students and parents. GSFC also Is the administrator of GAcollege41 1.org.
gsfc.org

Higher One:Focused exclusively on higher education, Higher One provides
refund management lo higher education institutions and banking services to members of their community through a card-based solution. This integrated solution helps to reduce adminlslraUve costs, streamline business processes, create revenue streams, increase customer service, and strengthen the campus community. To date, Higher One has disbursed more than $2 billion dollars in refunds. More than 650,000 students, faculty, and staff at distinguished public and private lnshtut1ons use Higher One's services through their ID or refund card.
lllgherone.com

lnfwmation Builders

Information Bulders operational business Intelligence has the integration, scalability,
and self-service usability necessary to cost-effectively support informed decision making and reporting s tandardization throughout lhe extended enterprise. The one solution for lnst1tutional effeciiveness, WebFOCUS, provides a web-based Information delivery solution for all of a university's needs. accessing Banner, PeopleSott, and homegrown solutions.
lnformationbullders.com

LOGICAL CHOICE
TECHNOLOGIES

Loalcal Choice offers professional services and IT products from leading
IT manufacturers exclusively to government and education markets. Our expenence, responsiveness, and public sector procurement knowledge make LCT the choice vendor for numerous government and education entities. LCT represents Sun Microsystems, Cisco, Okidata, HP, and other manufacturers on statewide contracts.
loglcalcholcetech.com

National Student CJearing House Is the largest enrollment and
degree verification service in the US. The Clearinghouse serves as a central repository and single point-of-contact for the collecllon and timely exchange of accurate, comprehensive enrollment, degree, and certificate records on behalf of participating Institutions.
studentdearfnghouse.org
NCO has served clients 1n higher education for more than 30 years. NCO takes
a results-oriented approach to recovering delinquent educational accounts while maintaining the professional image that 1s important to your instrtution. Our account representatives understand the Importance of recovering potentially lost dollars ror the benefit or future students. We value your students and treat them with respect , while reducing default rates and increasing cash flow.
ncogroup.com

Exhibitors

Nt7RTEL

Nortel 1s a world leader In connectivity and applications for voice and data. Government
institutions rely on Nortel to deliver carrier-grade secure solutions that enhance the user experience.
noml.com

Oracle Higher Education Solutions provide the integrated foundation your
1nstrtulion needs to improve your abihly to deliver superior education research and services to your campus and extended higher education community.
orade.com

<; ...
Runner Technologies

R...,... 'TIH:hnologles specializes In address venflcat1on and online course
evaluation solutions. Our CLEAN Address product Integrates seamlessly with higher education systems such as Banner and PeopleSoft to provide both real-lime and batch address verification. SurveyDIG 1s our onllne course evaluation system for replacing paper-based evaluations.
r........-t.chnologles.com

SDD: Axiom eliminates hours of tedious manual data entry work of hand-printed forms.
Invoices. e-forms. text flies, and tape loads. Key data are captured, verified for accuracy and potential matching records then transferred seamlessly to Banner and an Image Indexed to Banner XtenderSolutlon.
sddelcom

setF

SETA: SunGard Higher Education Technology Association (SETA) is a user-run
association of college and university administrators from institutions that use the products and services of SunGard Higher Education. SETA represents and supports the interests of all SunGard Higher Education clients including Banner, Plus, Luminls, PowerCAMPUS, Matrix, and Campus Pipeline.
setaso..-ce.org

~ GLOBAL

Skybridge Global is a certified Oracle Partner offering specialized services lor both
PeopleSoft and Banner software applications. What differentiates us from our compelltors is that we develop proprietary products and tools that allow us to cost effectively Implement applications for the unique needs of our higher education clients.
skybridgeglobalcom

28

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Strategic Technologies

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Strategk: Technologies Inc.: In business since 1988 and a Sun Microsystems
partner for more than 15 years, Strategic Technologies, Inc., is a leading provider of IT infrastructure, data center solutions, partner-authorized support, and related managed services. We leverage industry best practices and standards to help implement solutions that reduce costs, optimize technology Investments. and maximize operational effectiveness across a wide array ol Integrated IT processes. Our infrastructure and application development expertise, coupled wtth our alliances with leading vendors, enables us to define, construct, and deploy the most effective solutions for your business and technology challenges.
stratech.com

SUNGARD' HIGHER EDUCATION

Sungard Higher Education provides products and services to more than
1,600 Institutions worldwide, helping them measurably Improve their performance. Bringing together people, processes, and technology, we work with colleges and universities to help them strengthen performance through improved constituent services, increased accountability, and better educational experiences.

sungardhe.com

Sun
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Sun Mcrosystems: Since its inception in 1982, a slngular vision-The Network Is the
Computer-has propelled Sun Microsystems, Inc. to its position as a leading provider of industrial-strength hardware, software, and services that make the Net work. Sun can be
found in more than 100 countries.

TouchNet: More than 700 colleges and universities rely on TouchNet to
automate, integrate. and secure campus commerce. The TouchNet Commerce Management System Is a comprehensive solution that automates the business office and enables secure. institution-wide eCommerce. TouchNet helps clients save time and money by setting the curve in efficiency, technology, and trust.
toudwlet.com

27

Index of Sessions

BANNER
Auditing Toolkit, 11 Banner Documentation: Harness The Power!, 20 Banner Financial Aid Regulatory Update, 13 Banner Roadmap, 13 Banner RORRULES, 15 Banner to PeopleSoft: Student Direct Deposit, 15 Banner/GeorglaVIEW Vista Integration, 14 Birds of a Feather: Accounts Receivable, 18 Birds of a Feather: Financial Aid, 18 Birds of a Feather: Records & Admissions, 18 Birds of a Feather: Student System Consolidation, 21 DegreeWorks, 15 Georgia Enhancements Product Roadmap, 10 GSFAPPS and Paid Hours. 19 GSFAPPS/HOPE Updates, 20 GTVSDAX, 11 Importing Xap PDF Files into Xtender, 21 Money Saving Tips for Apartment-Style Housing Charges. 19 PLUS Refunding Enhancements. 16 Population Selection: Beyond the Basics. 17 Satisfactory Academic Progress: Changtng with the Current, 14 Student eBilling, Parent Payments, and ACH Refunds, 17 SunGard Higher Education AIR Banner Session, 20 Tabbed Security, 19 TouchNet Cashiering: Lessons Learned, 20 Tracking HOPE with the Guaranteed Tuition Plan. 10 Transcript Exchange and the HOPE GPA Calculation, 17 Transfer Students 101 , 16 Uses of Batch Posting within Banner Financial Aid, 16 Veterans' Benefits, 10 Working Smarter - Not Harder. 16
DATA WAREHOUSE
Birds of a Feather: Academic Data Mart, 18 Data Warehouse: What To Do, What Not To Do, 14 Kicking It Up A Notch: Oracle 81 EE, 15

FINANCIALS
Birds of a Feather: Grants Management, 18 Budgetary Control Evolution to PeopleSoft 8.9, 14 Expenses & ePro Workflow, 18 Human Resources/Travel and Expense Integration OveNiew, 15 Internal Controls and Risk Assessment, 10 OveNiew of eProcurement in 8.9, 21 OveNiew of Travel and Expenses in 8.9, 16 PeopleSoft Financials: How Will II Change?, 19 PSFIN V8 Project Update, 11 Query Basics for PeopleSoft Financials V8.9, 17 West Georgia's Budget Process, 13
GENERAL
Accessing Campus Information Using Oracle Business Intelligence, 18
Address Verification in Banner with CLEAN_Address, 15 Business Practices: Why Do We Need To Write Them Down?, 11
Communication and Listening Skills, 17 Data Deeds Done Dirt Cheap!, 20 Effective Team Building Exercises, 16 Enterprise-wide Address Management, 17 Georgia ONmyLINE. 10 Governance Structure, 10 Key Steps to Conflict Management, 20 Learn How to Implement a Convenience Fee Strategy and Realize Huge Savings Today!, 13 Reinventing Institutional Effectiveness and Institutional Research. 16 Using Lean Six Sigma to Increase Access1biltty, Flexibility, and Convenience in USG M. Ed. Programs, 14
HRMS
Basic Pilot: The Employment Eligibility Verification Program, 17 Birds of a Feather: Payroll, 18 Combining Position Data with Budget and Account Information, 20 Dealing From a New Deck: Recent Developments, 14 HR/Payroll Steering Committee Update, 10 HAMS Change Review Update, 18 Letting the CAT out of the Bag: Maximizing Use of the University System BCATs, 11 Monthly Reporting Process, 16 Payroll: How to Prepare Form 941 Plus Adjustments, 21 PeopleSoft HAMS Update, 14 Warnings and Errors and Payroll - OH MY, 19

28

Acknowledgments

Conference Management
Kathy Ecker, Registration Manager Joy Schweiger, Conference Manager Marie Steed, Conference Chair Lisa Striplin, Director, Administrative Services
Technical Support Staff
Suzanne Colquitt, Coordinator Jason Buffington Steve Coopat Jeff Evans Ken Kling James Schwind

JoE Silva Tony Small
Conference Services
Lucy Acosta Beverly Arnold Reba Cain Mindy Castillo Linda Vansickle Shel'l)'e Willett Jen W1lllams

Program Committee
Lori Fernandez Layne Hammock Sharon Logan Karen Nunn Marie Steed Linda Vansickle Jen Wllliams

JOIN US NEXTYEAR, SEPTEMBER 17 -19, N AUGUSTA FOR GEORGIA SUMMIT
20081
AUGUSTA

POWERING TIE TRANSFORMATION
www.usg.edu