Georgia Summit University System of Georgia, Sept. 19-21, 2012

September 19-21, 2012 Augusta Marriott at the Convention Center
Augusta, Georgia

WELCOME TO THE THIRTEENTH ANNUAL GEORGIA SUMMIT CONFERENCE

It's my pleasure to welcome you to Augusta for the 13th annual Georgia Summit Conference of the University System of Georgia (USG). Each year, I look forward to Georgia Summit and I hope you do as well. If this is your first time attending, it's a great opportunity for you to meet face-to-face and with your colleagues from other institutions, Information Technology Services (ITS), and the University System Office (USO).
There are a lot of great changes taking place within the USG, and ITS is aligning its efforts with the Chancellor's priorities and USG initiatives of campus consolidation, Complete College Georgia, data-driven decision making, space utilization, and distance education. ITS will update its strategic plan, in partnership with the institutions and the USO, to align with these priorities. I am excited about these priorities and their potential to transform higher education in Georgia at a fundamental level.
The principal challenge we face is working as a system while retaining institution choice and agility in responding to local constituent needs. During the next three days, take advantage of this time to share ideas and find solutions to common issues. This interaction helps to foster and develop communities of practice. And after this conference ends, you can use the available social collaboration tools so that together we can work innovatively and collaboratively to implement the Chancellor's vision to enhance the USG.
We are fortunate to work in a system that is looking critically at how we educate and inspire the future leaders of Georgia. Thank you for all that you do to enable the success of the USG, and enjoy Georgia Summit!
Sincerely,
Curtis A. Carver Jr., Ph.D. Vice Chancellor and Chief Information Officer Board of Regents of the University System of Georgia Information Technology Services

Welcome to Augusta and the 13th annual Georgia Summit Conference of the University System of Georgia (USG). It's my pleasure to welcome you, and as always, we're glad that you're here.
The Georgia Summit conference is designed for academic and administrative application users and offers stimulating opportunities to share and exchange ideas with the USG staff who provide multiple services for students, faculty and others throughout the System through their work including Student Information and Financial Aid Systems, USG Data Warehouse, Distance Education, Learning Management System, Shared Services and the Financials System applications.
Georgia Summit enables attendees to learn what our colleagues on other campuses are doing, discuss common issues and experiences and share creative solutions. In addition to the preconference workshops, the presentations, demonstrations, discussions, exhibits, birds-of-a-feather sessions and social networking opportunities will encourage interaction and promote professional growth.
This year's keynote speaker is Sheila L. Margolis, Ph.D., president of the Workplace Culture Institute. Dr. Margolis' keynote address is "Making a Difference: Seeing the Big Picture and Your Role in It." Margolis will discuss how seeing the big picture can help you understand the value you provide through your work, and discover how to increase that value so you and your organization thrive.
The success of Georgia Summit relies on your generosity and desire to engage with your colleagues and take advantage of this professional development opportunity. I appreciate you sharing your time and expertise as presenters, moderators and participants.
I'd like to thank the strategic partners who sponsor Georgia Summit. Their generous contributions and support are essential to the ongoing success of this conference.
Thank you all for making Georgia Summit 2012 a success!
Sincerely,
Marie Steed Executive Director, IT Services Board of Regents of the University System of Georgia Information Technology Services

INSIDE
2012 CONFERENCE GUIDE
September 18 - 21

2 3 4 5 6 7 - 9

Welcome Conference Information
Summit Services Augusta Facts and Trivia
Marriott Floor Plan Preconference Agenda Preconference Schedule

TABLE OF CONTENTS

10 - 13 14 - 18 19 - 30 31 - 35
36 37 38 39 - 41

Conference Agenda Wednesday's Schedule
Thursday's Schedule Friday's Schedule Presenters Moderators Summit Staff Strategic Partners

CONFERENCE INFORMATION

Exhibits - Conference Center Hall
Don't miss a tremendous opportunity to preview products and services from our Strategic Partners in the halls of the Augusta Marriott at the Convention Center near the conference rooms. These companies will showcase the latest advances in software and technology that serve campus needs throughout the conference.
conference EventS
Attendees must wear conference badges at all times to participate in sessions, breaks, lunch, and to attend the social events. Note: Please let us know if you do not want your picture taken during Georgia Summit. Orange dots will be added to the name badge of any attendee expressing this preference.
Conference Attendee List
The conference attendee list is available upon request by e-mail from tracy.kent@usg.edu. Email addresses are not included in the list. Note: This list is not sold, traded, or otherwise provided to individuals or organizations not participating in this conference.
SOCIAL EVENTS/Door Prize drawings - Oglethorpe Ballroom
Don't miss the Wednesday night Mystery Theater Dinner! In this interactive comedy mystery show, you'll become the detective and solve the crime...if you don't find yourself a suspect! Come enjoy a delicious meal and have the time of your life that will leave you talking about this event for years to come! Any attendees interested in cameo participation roles may sign up at the registration desk prior to Wednesday evening. There will be several drawings for door prizes after the social event on Wednesday and Thursday evenings. Be sure to bring your completed drawing ticket located in your registration package. Drop it off in the red drum upon arrival and cross your fingers! Don't forget: you must be present to win!
WIRELESS ACCESS
All conference areas have wireless (802.11b standard) Internet access provided free of charge. Signs are posted with the appropriate network name/SSID. The Augusta Marriott also offers Internet access in your hotel room.
Speaker-READY ROOM - Moody
Speakers are required to check in with conference technicians to test their equipment.

Wednesday Thursday Friday

9 AM - 6:15 PM 8 AM - 5:15 PM 8 AM - 10:30 AM

Technical Support
If you experience any technical issues during the conference, contact any of the onsite technical support staff (identifiable by their red shirts with the Board of Regents (BOR) logo).

LOST AND FOUND Please go to the registration area outside the Oglethorpe Ballroom should you lose or find an item.

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SUMMIT SERVICES

If there is anything we can do to make your conference experience better, please stop by the registration desk and let us know!

Registration HOURS - Outside Oglethorpe Ballroom

Wednesday September 19 Thursday September 20 Friday September 21

10 AM - 5:30 PM 8 AM - 5 PM 8 AM - 10:30 AM

Phone Messages

Augusta Marriott

800-868-5354

706-722-8900

The Partridge Inn

706-737-8888

Doubletree by Hilton

706-855-8100

Hilton Garden Inn

706-739-9990

Sheraton Augusta

706-396-1000

message board
You can leave messages for conference participants in the conference registration area. All messages will be posted on a message board.

Email stations are available throughout the conference area.

Refreshment Breaks and meal hours
Refreshments are available to all conference attendees in the hallways surrounding session rooms or in the Oglethorpe Ballroom at the following times:

Wednesday September 19 3 PM - 3:20 PM 7 PM

Thursday September 20

7 AM - 8:15 AM

10:20 AM - 10:40 AM 11:30 AM - 1 PM

2:50 PM - 3:10 PM

8 PM

Friday September 21

7 AM - 8:15 AM

Refreshment Break Dinner & Social Event Breakfast Refreshment Break Lunch Refreshment Break Dessert Bar & Social Event Breakfast

TELL US WHAT YOU THINK
Session evaluations Online surveys are available for individual session evaluations. Moderators will provide a flyer during each presentation that includes a link to the session evaluation, and a unique Quick Response (QR) code. If you have a smartphone with a QR code reader app, you can use it to easily access session evaluations.
Post conference evaluations
Help us make Georgia Summit 2013 even better!
Following the conference, you will receive an electronic evaluation via email. Complete and submit your evaluation to be entered into a drawing for free registration for Summit 2013.
Note: Strategic Partners are excluded from all drawings.

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AUGUSTA FACTS AND TRIVIA

Founded during the British colonial period in 1736 as a trading outpost, Augusta is Georgia's second oldest and second largest city
Served as the capital of Georgia from 1785 until 1795
A pivotal site during the Revolutionary and Civil Wars, Augusta has the only structure ever built by the Confederate States of America, the old Confederate Powderworks
Nicknamed The Garden City of the South
Home of the oldest newspaper in the South, The Augusta Chronicle
Augusta has many historically significant homes and buildings, such as the Cotton Exchange, established in 1872; the boyhood home of Woodrow Wilson (28th president of the United States); Ezekiel Harris House; George Walton home (signer of the Declaration of Independence) and Springfield Baptist Church, the oldest African American church in America

RIVERWALK

FORT GORDON

AUGUSTA NATIONAL

MARRIOTT FLOOR PLAN

Ellucian Presenter Setup

Oracle ADP

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10 - 11:45

1:15 - 4 11:45 - 1:15

Georgia Summit
2012 PRECONFERENCE SESSIONS

TUESDAY

Cumming

Estes A

Estes B

Lamar A/B/C

Oglethorpe A/B Oglethorpe D

Oglethorpe F/G

Introduction to Data Warehousing

Banner Boot Camp Welcome and General Session

Summit 2012 Registration Opens at 10 AM on Wednesday, September 19

Don't Forget! Keynote Address: 1 PM on Wednesday, September 19

Lunch Break: Explore the Augusta Marriott at the Convention Center's restaurants, or visit the one of the nearby downtown Augusta eateries.

Introduction to IBM Cognos

Banner Boot Camp Breakout Sessions

Banner Partner Meeting (1 - 4:30 PM)

Cumming

Estes A

WEDNESDAY MORNING

Estes B

Lamar A/B/C

Oglethorpe A/B Oglethorpe D

Oglethorpe F/G

Desire2Learn Instructor Tools and Good Pedagogy

Banner Partner Meeting Day 2

INGRESS Institutional Meeting

8:30 - 11:30

9:30 - 11:30 9 - 11

Introduction to Business Intelligence Programs

Public Agenda and Strategic Plan Keynote 2 PM on Wednesday, September 19

Don't miss the Strategic Partner Exhibits located in the Conference Center Hall

Lunch Break: Explore the Augusta Marriott at the Convention Center's restaurants, or visit the one of the nearby downtown Augusta eateries.

11:30 - 1

TUESDAY AT A GLANCE
Introduction to Data Warehousing 10 AM - 11:45 AM
Banner Boot Camp 10 AM - 10:15 AM
Welcome and Introduction of Presenters
10:15 AM 11:45 AM General Session
11:45 AM 1:15 PM Lunch - on your own
1:15 PM 4 PM Breakout Sessions Georgia Enhancements for Accounts Receivable Georgia Enhancements for Financial Aid Georgia Enhancements for Records and Admissions
Banner Partner Meeting 1PM 1:15 PM
Welcome and Introductions
1:15 PM 4:30 PM General Sessions
Introduction to IBM Cognos
1:15 PM 4 PM
Be sure your smartphones, tablets, pagers and other mobile electronic devices are turned off during sessions.

Georgia Summit
2012 PRECONFERENCE SESSIONS

TUEsday 10 - 11:45 AM Cumming
Introduction to Data Warehousing
The cornerstone of a Business Intelligence program is having a centralized, conformed, and time-variant data warehouse from which to access data. This introductory workshop establishes common definitions for the numerous buzz words that exist in the data warehousing space, and what non-technical things need to be in place to be successful. From there we discuss the difference between OLTP (source systems), Operational Data Stores, and data warehouses. The workshop ends with how to use a data warehouse for reporting.
Program Area Business Intelligence
Presenter(s) Marco Cestaro, University System of Georgia

TUESday 10 - 11:45 AM Lamar A/B/C

Banner Boot Camp
This overview of the Georgia Enhancements is an opportunity for new employees, or those who just need/want a refresher, to see and ask questions about all the modifications made to Banner in the Accounts Receivable, Financial Aid, and Student modules. This workshop begins with a general session covering information about the GeorgiaBEST team and the services provided, and an introduction to basic Banner information such as navigation and the naming conventions for forms and processes. Attendees will then "break out" to one of the three module areas to learn about the Georgia Enhanced forms and process developed for each module.
Registration for Georgia Summit is not required to attend this workshop.

Program Area GeorgiaBEST

Presenter(s) Deidre Crawford, University System of Georgia



Patrick Harris, University System of Georgia



Karen Nunn, University System of Georgia

Cindy Taylor, University System of Georgia

Carol Tolbert-Tubbs, University System of Georgia

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Georgia Summit
2012 PRECONFERENCE SESSIONS

TUEsday 1:15 - 4 PM Cumming
Introduction to IBM Cognos
This workshop starts with an overview of the IBM Cognos architecture and roles. Participants then step through the process of mapping data sources into the metadata layer and creating data cubes. Covered next is the hands-on development of ad-hoc reports based on the cubes of data, which includes creating dashboards. Using the Excel plug-in and creating pixel perfect reports round out the introduction to this comprehensive BI tool set.
Program Area Business Intelligence
Presenter(s) Lance Dowling, University System of Georgia

Tuesday 1 - 4:30 PM Oglethorpe A/B, D, F/G

Banner Partner Meeting
The third annual GeorgiaBEST Partner Meeting will facilitate conversations about campus interests. The content of this meeting is beneficial for both functional and technical staff. The agenda is full of opportunities to learn more about the products and services available from Ellucian, and Ellucian product owners will be available for open discussions. Topics of discussion include: Solutions The Year Ahead, Mobile and more.

Program Area GeorgiaBEST

Presenter(s) Kari Branjord, Ellucian



Jack Kramer, Ellucian



Mike LaFortune, Ellucian



Linda Neel, Ellucian

Mark Sontag, Ellucian

Quinton aaron

Terry "Hulk" Hogan

Judy Woodruff

What do all of these people have in common?
Jessye Norman
amy grant

Danny glover

ben bernanke

Laurence Fishburn

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Butterfly MCqueen

Charles & Josh Kelley
a connection to augusta!

WEDNESDAY MORNING AT A GLANCE
Banner Partner Meeting Day 2 8:30 AM - 11:30 AM
Solutions - The Year Ahead Banner 9 Readiness BDMS DegreeWorks Roadmap Financial Aid Self-Service Snapshot Revitalization Services
Desire2Learn Instructor Tools and Good Pedagogy 8:30 AM 11:30 AM
INGRESS Institutional Meeting 9 AM 11 AM Introduction to Business Intelligence Programs 9:30 AM 11:30 AM
Be sure your smartphones, tablets, pagers and other mobile electronic devices are turned off during sessions.

Georgia Summit
2012 PRECONFERENCE SESSIONS
WEDNEsday 8:30 - 11:30 AM Estes B
Desire2Learn Instructor Tools and Good Pedagogy The Office of Faculty Development (OFD) is tasked with the responsibility for faculty and instructional training as University System of Georgia (USG) institutions migrate to the Desire2Learn (D2L) learning management system. As USG institution faculty trainers assist their faculty in migrating to D2L, it is important to implement best practices regarding pedagogy when using a variety of instructor tools in the new learning environment. This session will provide an update on the OFD training efforts and highlight some pedagogical best practices.
Program Area GeorgiaVIEW
Presenter(s) Ginger Durham, University System of Georgia
WEDNEsday 9 - 11 AM Estes A
INGRESS Institutional Meeting This is a business meeting for all USG INGRESS campus administrators. Topics include an update on the INGRESS/ D2L migration plans, as well as related program activities. All INGRESS campus administrators are encouraged to attend.
Program Area INGRESS
Presenter(s) Diane Burnette, University System of Georgia
WEDNEsday 9:30 - 11:30 AM Cumming
Introduction to Business Intelligence Programs Using information to make decisions is only the start of developing a comprehensive Business Intelligence (BI) program. This workshop gives an overview of the strategies, methodologies, and technologies to successfully leverage your data assets, presents case studies, and then spends time developing a roadmap for moving down the path to making informed decisions.
Program Area Business Intelligence
Presenter(s) Marco Cestaro, University System of Georgia

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2012 CONFERENCE SESSIONS
Schedule at a Glance
What's happening at Summit 2012? Plenty! The current information on administrative and academic software applications and integrations you've come to expect with some exciting new speakers, topics and tracks, as well as networking opportunities and Strategic Partner exhibits.
DON'T MISS
Shelia L. Margolis, Ph.D.
Summit Keynote Speaker
NEW for 2012
Don't Miss
Houston Davis, Ph.D.
Keynote Presentation
Session Track Key
Business Intelligence GeorgiaBEST GeorgiaFIRST GeorgiaVIEW INGRESS Shared Services Center

11:30 - 1 11:30 - 1

10:40 - 11:30 10:20 - 10:40 9:30 - 10:20

8:30 - 9:20 7 - 8:15

7 - 10 5:20 - 6:10

4:20 - 5:10

3:20 - 4:10 3 - 3:20

WEDNESDAY AFTERNOON

Cumming

Estes A

Estes B

Lamar A/B

1 PM: Keynote Address - Shelia L. Margolis, Ph.D., President, Workplace Culture Institute - Oglethorpe D/E 2 PM: Keynote Presentation - Public Agenda and Strategic Plan - Houston Davis, Ph.D. - Oglethorpe D/E

Refreshment Break sponsored by:

GeorgiaVIEW: Desire2Learn Demonstration

Building and Implementing a Repeatable Framework for Campus Communication

Introducing Georgia Institutional Intellegence

Banner Roadmap

Online Education: A Campus Commitment to Compliance, Academic Excellence & Student Success

Payroll Standardization

DegreeWorks Maintenance

Health Care Reform: The Final Frontier

Course Revision: Project Management Within the LMS

National Student Clearinghouse Transcript Services: Your Global Electronic Transcript Solution

Facilitated Scribe Tips & Tricks and Q & A

Open Enrollment Survival Guide

Dinner and Social Event sponsored by Oracle
THURSDAY MORNING
Continental Breakfast

DegreeWorks Birds of a Feather Production

GeorgiaBEST Update

Payroll - A Day in the Life!

Making it Happen: Best Practices for Increasing Participation in Consumer Driven Health Plans

The Adult Learning Consortium Changes Focus

Lost in Translation: How to Tell IT What You Need So You Actually Get What You Want

INGRESS Processing: Banner, INGRESS and the LMS

Preparing for eTIME v6.3: How the eTIMEUpgrade Will Impact Me

Refreshment Break sponsored by:

DegreeWorks - Campus Consolidation

It's All About YOU: GeorgiaBEST Services

Due Diligence: Debt & Collections

Here We Go Again: Managing People and Systems Before, During and After a Change Process

Admissions Birds of a Records Birds of a

Feather

Feather

Financial Aid Birds of a Feather

Accounts Receivable Birds of a Feather

Lunch/Strategic Partner Exhibits

3 - 3:20 3:20 - 4:10

4:20 - 5:10

Lamar C

Oglethorpe A/B

Oglethorpe C

Oglethorpe F/G

Oglethorpe H

1 PM: Keynote Address - Shelia L. Margolis, Ph.D., President, Workplace Culture Institute - Oglethorpe D/E 2 PM: Keynote Presentation - Public Agenda and Strategic Plan - Houston Davis, Ph.D. - Oglethorpe D/E

eVisions & National Student Loan Clearinghouse/Strategic Partner Exhibits

Learning from the Past and Planning for the Future: FY 2012 in Review and FY 2013 Planning

Shared Services Center - Back to the Future

Coming on Board with INGRESS: Tips and Lessons Learned

The GeorgiaFIRST Marketplace - The Final Piece of the eProcurement Puzzle

Banner 9 Experience

G2I Business Intelligence Tool Set

Birds of a Feather:
Sponsor Point (Online Third Party Billing) through TouchNet

Managing Grants with PeopleSoft Grants

Next Generation of Banner Student Registration

USG Data Stores & New Data Submission Application Update

Application of Payment...Have it Your Way!

Best Practice: Pre-Employment Documentation & I9 Management

Dinner and Social Event sponsored by Oracle

Financial and Budget Reporting Workshop - Part 1

Using Process Workflows to Solve HR Challenges

Continental Breakfast

D2L Implementation Strategies

Automate the Refunds Process

5:20 - 6:10 7 - 10

7 - 8:15 8:30 - 9:20

9:30 - 10:20 10:20 - 10:40 10:40 - 11:30

Financial and Budget Reporting Workshop - Part 2
Budgeting 101 (this session will last approximately 1 hour)

Banner to PeopleSoft Reconciliation: TGRRCON

DegreeWorks Birds of a Feather for New and Implementing Institutions

eVisions & National Student Loan Clearinghouse/Strategic Partner Exhibits

Oracle CRM on Demand

USG Data Governance Roundtable

iStrategy Implementation and Usage: An Institution's Experience

Opportunities for Distance Education in the University System of Georgia

PeopleSoft GL/AM/ Reporting Birds of a Feather

PeopleSoft Procedure to Pay Birds of a Feather

INGRESS Birds of a Feather

Lunch/Strategic Partner Exhibits

11:30 - 1 11:30 - 1

2012 CONFERENCE SESSIONS
Schedule at a Glance
Sessions on current administrative & academic software applications and integrations...
Exciting speakers, topics and tracks...
Networking opportunities...
Strategic Partner exhibits...

10:30 - 11:20

9:30 - 10:20

8:30 - 9:20 7 - 8:15

8-10

4:10 - 5

3:10 - 4

2:50 - 3:10 2 - 2:50

1 - 1:50

THURSDAY AFTERNOON

Cumming

Estes A

Estes B

Georgia ONmyLINE Student & Faculty Support

Benefits - The Big Picture

DegreeWorks Implementation & Beyond

Lamar A/B
Georgia Transfer Articulation Cooperation Services (GTRACS) Update

Using INGRESS for GOML Receivables & Payable

HOPE Update

2013 Benefits Premium Payment and Carrier Enrollment Process

Facebook for Higher Ed - Social Media and Information Discovery

Refreshment Break sponsored by:

Building a Foundation Rather than an Umbrella...

Keeping Admissions Directors Happy...

Success with Banner's Mass Data Update Utility

Meeting FMLA Requirements: A Review of Leave Policies and Procedures

Desire2Learn "Bits & Bytes" of Implementation

ADP Benefits Reconciliation Connecting the Dots

Rapid GPC Admissions Processing Using Java Web Services to Leverage Xtender/ BDMS and Banner

eTIME Leave Cases

For dinner, try one of the Augusta Marriott's restaurants or consider a downtown Augusta eatery. Dessert Bar and Social Event sponsored by ADP and Ellucian
FRIDAY MORNING
Continental Breakfast

Actionable Intelligence: Data Alone is Not Enough

Banner and Direct Loans

Managing Time, People, and Projects and Still Staying Sane?

SSC Project Updates

Actionable Intellegence: Graduating More Students

Online Financial Aid Document Submission Using Dynamic Forms

Simplifying Attendance Verification

Auditing Toolbox

Business Intelligence Panel/ Roundtable

Using Web Text to Display HOPE/Zell Miller Information

An Early Look at Banner 9

Human Resources: Onboarding and Offboarding

1 - 1:50

2 - 2:50 2:50 - 3:10 3:20 - 4:10

Lamar C

Oglethorpe A/B

Oglethorpe C

Lessons Learned: The Day in the Life of a Controller

Fitting Squares into Round Holes: Tracking Room Utilization with R25

Reports Uncovered: They Made That Decision How?!

Oglethorpe F/G

Oglethorpe H

eTIME Reporting and Leave Accruals

Bye Bye Blackboard

Forensic PeopleSoft Security

Student Tuition and Fee Payment Plan Options: Making Education More Affordable

Implementing IBM Cognos - Lessons Learned and Learning

Demonstrating the Value of GRC Integration with Higher Education

Best Practices for Setting Up a Centralized Call Center

The Hows & Whys of Budget Reporting

eVisions & National Student Loan Clearinghouse/Strategic Partner Exhibits

Developing a Banner Accounts Receiveable Training Program

Strategic Planning for Information Access

IPEDS HR Data Collection

Georgia Transfer Articulation Cooperation Services (GATRACS) Birds of a Feather

The Hows & Whys of Budget, Continued

Banner and the Financial Audit

Oracle's WebCenter

So Where's That Receipt? Why FSA Claims Substantiation Matters

Banner SQL 101

For dinner, try one of the Augusta Marriott's restaurants or consider a downtown Augusta eatery. Dessert Bar and Social Event sponsored by ADP and Ellucian

4:10 - 5

8 - 10

7 - 8:15 8:30 - 9:20

9:30 - 10:20 10:30 - 11:20

Continental Breakfast

Getting In Compliance - NRA Tax Withholding

Budget and Financial Reporting Information Decision Support for the Enterprise

Cash Handling & Bursar Office Internal Controls

Banner Hosting/ Managed Services Birds of a Feather

Benefits of Converting to ACH Functionality

Student Analytics for Banner: Columbus State University Customer Story

Getting Students Online Not In Line

Fee Waiver Birds of a Feather

GGC's Excellent Adventue: Moving D2L Ahead of the Pack

Shared Services Center Tool Chest Answers, eRoom, and BPM Section 5.0...

Banner Business Practices for the Academic Data Mart

Designing and Teaching Online GeorgiaVIEW

Georgia Summit
2012 CONFERENCE SESSIONS
WEDNESDAY AT A GLANCE
1 PM - 2 PM Keynote Address
2PM 3 PM Keynote Presentation
3 PM 3:20 PM Refreshment Break/ Strategic Partner Exhibits
3:20 PM 6:10 PM Concurrent Sessions
7 PM 10 PM Dinner and Social Event
Be sure your smartphones, tablets, pagers and other mobile electronic devices are turned off during sessions.

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KEYNOTE SPEAKER
Shelia L. Margolis, Ph.D. President, Workplace Culture Institute Atlanta, GA
You go to work each day for a reason it's not just to get a paycheck, it's also to make a difference. You are a vital link in the workplace for your organization.
In her keynote address, Making a Difference: Seeing the Big Picture and Your Role in It, Margolis discusses how seeing the big picture can help you understand the value you provide through your work, and discover how to increase that value so you and your organization thrive.
Margolis holds a doctoral degree in human resource development, teaches at the J. Mack Robinson College of Business at Georgia State University, and is the author of four books on organizational culture and change. Her expertise is in defining organizational culture, managing organizational change, and improving employee engagement.
KEYNOTE SPEAKER
Houston Davis, Ph.D. Executive Vice Chancellor & Chief Academic Officer University System of Georgia
In his presentation, Public Agenda and Strategic Plan, Davis talks about the strategic plan, public agenda, and key initiatives for the University System of Georgia.
Davis received his doctoral degree from Vanderbilt University. He joined the USG in May 2012 after serving as vice chancellor for Academic Affairs for the Oklahoma State Regents for Higher Education.
From 2004-2011, he was director of the National Educational Needs Index project, and currently serves on several national advisory groups on higher education policy, degree completion, academic preparation, and accountability. He is also involved in research and writing in the areas of higher education access, governance, and economic development.

WEDNESDAY

Georgia Summit
2012 CONFERENCE SESSIONS

Wednesday 3:20 - 4:10 PM Cumming

GeorgiaVIEW: Desire2Learn Demonstration
This is a high level demonstration of the Desire2Learn system that highlights features and functionality.

Program Area GeorgiaVIEW

Presenter(s) Harold Powers, University System of Georgia

Jeanne Ann Davidson, University System of



Georgia

Wednesday 3:20 - 4:10 PM estes a
Building and Implementing a Repeatable Framework for Campus Communication Information technology provides services to a campus in a variety of environments. A fully developed communication strategy can mitigate communication challenges by enhancing how a service desk positions itself to manage customer expectations through proactive status updates using multiple channels. This session shares a framework for facilitating this communication.
Program Area GeorgiaBEST
Presenter(s) Kathy Kral, University of West Georgia

Wednesday 3:20 - 4:10 PM Estes B
Introducing Georgia Institutional Intelligence Come join ITS for the launch of the Georgia Institutional Intelligence (G2I) program. G2I is a set of strategies, technologies, and methodologies for the use of information in decision making and process support. This session outlines what service offerings ITS will be providing for institutions. By leveraging Systemwide resources and economies of scale, ITS can help bring data warehousing and business intelligence to your institution faster and more cost effectively.
Program Area Business Intelligence
Presenter(s) Marco Cestaro, University System of Georgia

WEDNEsday 3:20 - 4:10 PM Lamar A/B
Banner Roadmap Join us for an overview of Ellucian product philosophy and direction. We want to deliver the kinds of solutions you need to support your student success initiatives, operate more efficiently, support transparency and accountability at your institutions, and ultimately deliver better experiences to your students, faculty and staff. In this session, we provide an overview of the company's commitments to you and explain how our continued investment in the primary solutions you rely on, along with a broader portfolio, community engagement, and accelerated innovation can help us create the kind of partnership you need to meet the future.
Program Area GeorgiaBEST
Presenter(s) Kari Branjord, Ellucian
WEDNEsday 3:20 - 4:10 PM Lamar C
Learning from the Past and Planning for the Future: FY2012 in Review and FY2013 Planning Join Vikki Williamson, Assistant Vice Chancellor for Accounting and Reporting, for an important discussion about our challenging yet rewarding Fiscal Year 2012. What were the successful processes of 2012, and what were the lessons learned? What are the considerations as we plan for FiscalYear 2013? Debrief among colleagues and plan ahead for the upcoming year.
Program Area GeorgiaFIRST
Presenter(s) Vikki Williamson, University System of Georgia
WEDNEsday 3:20 - 4:10 PM Oglethorpe F/G
Shared Services Center Back to the Future Join the Shared Services Center Governing Council for discussions of the past, present, and future for the SSC.
Program Area Shared Services Center
Presenter(s) Becky Prince, University System of Georgia

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Georgia Summit
2012 CONFERENCE SESSIONS

WEDNESDAY

WEDNEsday 3:20 - 4:10 PM Oglethorpe H

Coming on Board with INGRESS: Tips & Lessons Learned
If you are thinking about bringing INGRESS to your institution or you just want to know more about it, then this session is for you. We discuss the basic idea of INGRESS and our lessons learned while implementing it on our campuses.

Program Area INGRESS

Presenter(s) Sunae Euell, Columbus State University

Krista Smith, Georgia Southwestern State



University

WEDNEsday 4:20 - 5:10 PM Cumming
Online Education: A Campus Commitment to Compliance, Academic Excellence and Student Success
Online enrollments increased 832% from 2001 to 2009 and have continued to grow. As enrollments have increased, so have the number of federal regulations, policies, and accreditation guidelines. Online education goes well beyond one office and requires a campus commitment to compliance, academic excellence, and student success. This session discusses critical regulations and policies relating to the US Department of Education, Program Integrity Rules, SACS accreditation, and Section 508. The session also focuses on the importance of institutional definitions, coding, key performance indicators, Alternative Instructional Equivalencies, Attendance Verification, and dashboards as they relate to Retention, Progression, and Graduation.
Program Area INGRESS
Presenter(s) Kristen Betts, Armstrong Atlantic State University

WEDNEsday 4:20 - 5:10 PM Estes A

Payroll Standardization
Join us for an update on the efforts and progress made by the SSC Governing Council regarding the options for payroll standardization. We discuss the steps taken so far and provide time for feedback and discussion.

Program Area Shared Services Center

Presenter(s) Beth Brigdon, Georgia Health Sciences University



Julie Harris, University System of Georgia

Barney Woods, University System of Georgia

Wednesday 4:20 - 5:10 PM Estes B
DegreeWorks Maintenance The most critical task of DegreeWorks success is proper and thorough maintenance. This session covers reviewing curriculum and degree requirement changes in each catalog, and the best practices of tracking these changes and updating them in DegreeWorks PC Tools.
Program Area GeorgiaBEST
Presenter(s) Mark Nichols, Ellucian
WEDNEsday 4:20 - 5:10 PM Lamar A/B
Health Care Reform: The Final Frontier This presentation is a comprehensive look at the strategic and operational impact of the Health Care Reform Act. Whether upheld, repealed, or modified, employers need to act now to plan for the financial and administrative impacts. Topics include Summary of Benefits Coverage, Exchange Notification, Shared Responsibility, the 2018 Excise Tax, and how plan designs will change.
Program Area Shared Services Center
Presenter(s) John Haslinger, ADP

WEDNEsday 3:20 - 4:10 PM Lamar C

The GeorgiaFirst Marketplace - The Final Piece of the eProcurement Puzzle
The GeorgiaFirst Marketplace enables your department and procurememnt teams to streamline their purchasing process through the online catalogs, electronic approvals, automated dispach of electronic POs and e-invoicing. This session updates you on the recent successes with our pilot institutions and discusses the current and future rollout plans.

Program Area GeorgiaFIRST

Presenter(s)

Kurt Collins, University System of Georgia Teresa Page, University System of Georgia

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WEDNESDAY

Georgia Summit
2012 CONFERENCE SESSIONS

WedneSday 4:20 - 5:10 PM Oglethorpe A/B
Banner 9 Experience See what's new in Banner 9, and learn how institutions are using Course Catalog, Class Schedule, Faculty Grade Entry, and Event Management. Also see general improvements to navigation, look and feel, and the user interface. We provide a glimpse of some Banner 9 projects in progress, such as Student Registration.
Program Area GeorgiaBEST
Presenter(s) Ed Hauser, Ellucian

Wednesday 4:20 - 5:10 PM Oglethorpe C
G2I Business Intelligence Tool Set From dashboards to picture perfect reports, from paper to apps, the G2I business intelligence tool set has the capabilities required to provide information in the myriad of ways your campus demands. ITS is leveraging this tool set to provide information back to those submitting data into the USG Data Stores as well as out to USO information consumers. This high-level overview shows how consumers can get direct access to both strategic and operational information via the web, and how up to 90% of information can be provided without the need for IT.
Program Area Business Intelligence
Presenter(s) Lance Dowling, University System of Georgia

Wednesday 4:20 - 5:10 PM Oglethorpe F/G

Birds of a Feather: Sponsor Point (Online Third Party Billing) through TouchNet
Questions! Questions! Questions! Our client base is changing rapidly and now more than ever we need technology to work where and when we need it. Join us for an overview session of Sponsor Point from developing, testing, and implementing an online billing system for third party contracts through TouchNet.

Program Area GeorgiaBEST

Presenter(s)

Jackie Lovejoy, Gordon State College Gregory Moore, TouchNet Information Systems

Wednesday 5:20 - 6:10 PM Cumming
Course Revision: Project Management within the LMS The Curriculum and Instruction team at the University of West Georgia recognized the need to begin a cycle of revisions for the 24 online courses offered by USG eCore. An initial challenge was finding a secure space to collaborate and share information for course improvement. The secondary challenge was turning the gathered information and finished products into Web and LMS compatible formats in a small window of time. The solution was to correspond and manipulate course information from within the LMS. This method proved to be valuable in archiving interactions, managing time, and creating a workable course for immediate copy.
Program Area GeorgiaVIEW
Presenter(s) Tanacha Gaines, University of West Georgia Lorin Jones-Heaton, University of West Georgia
Wednesday 5:20 - 6:10 PM Estes A
National Student Clearinghouse Transcript Services: Your Global Electronic Transcript Solution Through its Transcript Services, the National Student Clearinghouse helps institutions handle transcript requests around the clock and around the globe. Our global electronic transcript solutions provide secure exchanges between trading partners, convenient 24/7 transcript ordering/tracking for students and alumni, SIS integration, and immediate electronic transcript delivery with state-of-the-art document security.
Program Area GeorgiaBEST
Presenter(s) Joseph Roof, National Student Clearinghouse
Wednesday 5:20 - 6:10 PM Estes B
Facilitated Scribe Tips & Tricks and Q & A Everyone wants to make their lives a little easier, especially when it comes to DegreeWorks scribing. This session covers various tips and tricks related to scribing, including real-life examples shared from institutions. A basic knowledge of Scribe or having completed Scribe training is helpful for this session.
Program Area GeorgiaBEST
Presenter(s) Mark Nichols, Ellucian

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Georgia Summit
2012 CONFERENCE SESSIONS

WEDNESDAY

Wednesday 5:20 - 6:10 PM Lamar A/B
Open Enrollment Survival Guide 2013 Panel Hear the latest Open Enrollment News from the Board of Regents, the SSC, Blue Cross Blue Shield, and ADP. Learn how other institutional peers survive this challenging time of year.
Program Area Shared Services Center
Presenter(s) Thomas Scheer, University System of Georgia
Wednesday 5:20 - 6:10 PM Lamar C
Managing Grants With PeopleSoft Come learn about PeopleSoft's Web-based Grants management system. With PeopleSoft Grants, you can truly maximize your limited resources. Built on best-practice business processes for grant administration, the solution guides users through preand post-award processing to boost productivity, automate processing, and ensure compliance. Templates and defaults automate key functions while workflow capabilities streamline administrative activities and automate approvals. PeopleSoft Enterprise Grants solution helps you make the most of your resources so that you can focus your efforts on growing your portfolio of grant awards.
Program Area GeorgiaFIRST
Presenter(s) John Kostecki, Oracle
Wednesday 5:20 - 6:10 PM Oglethorpe A/B
Next Generation of Banner Student Registration As part of the evolution of our Banner solutions, we are redesigning Banner Student Registration. This session provides an overview of the project, how we are enhancing the development process, and how the new design will improve processes for students, faculty and advisors, and administrators on campus.
Program Area GeorgiaBEST
Presenter(s) Ed Hauser, Ellucian

Wednesday 5:20 - 6:10 PM Oglethorpe C
USG Data Stores & New Data Submission Application Update The "Data Marts" used for USO reporting have been redesigned into the USG Operational Data Store (U-ODS) and the USG Data Warehouse (U-DW). These data stores have been opened up to campuses via the IBM Cognos tool set and a federated data warehouse interface. This session provides an overview of what data is available and the roadmap for the data to be added. A demo of the New Data Submission Application and associated reports are part of this update as well.
Program Area Business Intelligence
Presenter(s) Marco Cestaro, University System of Georgia
Wednesday 5:20 - 6:10 PM Oglethorpe F/G
Application of Payment...Have It Your Way! During this session we discuss Banner AR options that impact application of payment. We go over detail code set up, application of payment parameters, and also discuss some best practices. Bring your questions or challenges regarding application of payment and be ready to leave with solutions!
Program Area GeorgiaBEST
Presenter(s) Charmaine Daniels, Georgia State University
Wednesday 5:20 - 6:10 PM Oglethorpe H
Best Practice: Pre-Employment Documentation and I9 Management Process management and recordkeeping are key to preemployment documentation compliance. ADP, Inc. reviews best practices and demonstrates how its clients use its highly effective and low-cost service to assure proper controls and reliable compliance.
Program Area Shared Services Center
Presenter(s) Brian DeGroodt, ADP

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WHODUNIT?
Mystery Dinner Theater
Oglethorpe Ballroom 8 PM TONIGHT

THURSDAY AT A GLANCE
7 AM - 8:15 AM Continental Breakfast
8:30 AM 10:20 AM Concurrent Sessions
10:20 AM 10:40 AM Refreshment Break/ Strategic Partner Exhibits
10:40 AM 1 PM Concurrent Sessions
11:30 AM 1 PM Lunch & BOF Sessions
1PM 2:50 PM Concurrent Sessions
2:50 PM 3:10 PM Refreshment Break/ Strategic Partner Exhibitors
3:10 PM 5 PM Concurrent Sessions
8 PM 10 PM Dessert Bar and Social Event
Be sure your smartphones, tablets, pagers and other mobile electronic devices are turned off during sessions.

Georgia Summit
2012 CONFERENCE SESSIONS

THURsday 8:30 - 9:20 AM Cumming

DegreeWorks Birds of a Feather Production
This session is an open discussion focusing on DegreeWorks processes and issues for institutions using DegreeWorks in a production environment.
Program Area GeorgiaBEST

Presenter(s)

Todd Milam, University System of Georgia Zachary Hayes, Georgia Institute of Technology

THURsday 8:30 - 9:20 AM Estes A
GeorgiaBEST Update Calling all Banner experts! Come join us in a celebration of the rich history of the GeorgiaBEST program along with a glimpse of what the future may offer.
Program Area GeorgiaBEST
Presenter(s) Karen Nunn, University System of Georgia

THURsday 8:30 - 9:20 AM Estes B
Payroll A Day in the Life! Institutions, share your biggest challenges and best practices in working with payroll.
Program Area Shared Services Center
Presenter(s) Ann Dinkheller, University System of Georgia

THURsday 8:30 - 9:20 AM Lamar A/B
Making It Happen: Best Practices for Increasing Participation in Consumer Driven Health Plans Institutions and employers are increasingly turning to Consumer Directed Health Plans (CDHP) as the most viable for retaining traditional offerings at an affordable cost. This session examines common myths about CDHPs, shares best practices for increasing employee participation levels using education and decision support tools, and discusses effective support for employees as they increasingly manage their own health care decisions.
Program Area Shared Services Center
Presenter(s) Bernadette Nace, ADP

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Georgia Summit
2012 CONFERENCE SESSIONS

THURSDAY

THURsday 8:30 - 9:20 AM Lamar C
Financial and Budget Reporting Workshop Part 1 This is an in-depth discussion on financial and budgeting reports available within both PeopleSoft and iStrategy. Session also focuses on the conditions under which iStrategy should be used, or PeopleSoft Query and reports should be used.
Program Area GeorgiaFIRST
Presenter(s) Jason Beitzel, University System of Georgia Julie Thompson, University System of Georgia

Thursday 8:30 - 9:20 AM Oglethorpe A/B
Using Process Workflows to Solve HR Challenges
This presentation gives HR Professionals an opportunity to learn about the use of process workflows in improving services provided by the HR Department to their institution. Included in this presentation is a discussion of how Clayton State University organized their institution-wide Workflow Committee to assist the HR Department in prioritizing and developing workflows that streamlined HR service processes, along with examples of some typical workflow processes. This work provided CSU with the basis for all the workflows used in their implementation of the Manager Self Service System.
Program Area Shared Services Center
Presenter(s) Leon Wheeler, Clayton State University

THURsday 8:30 - 9:20 AM Oglethorpe C

D2L Implementation Strategies
Augusta State employed several strategies for involving faculty and students in the implementation of Desire2Learn. Find out what worked well, what didn't work as we hoped, and what we would do differently if we could start over.

Program Area GeorgiaVIEW

Presenter(s)

Maureen Akins, Augusta State University Lance Stuckey, Augusta State University

THURsday 8:30 - 9:20 AM Oglethorpe F/G
Automate the Refunds Process
Processing refunds takes time. Is there a way to set up and utilize processes in Banner efficiently to take some of the pain from the process? What are some best practices in using baseline Banner to accomplish this task? Come join us as we discuss the refunding from detail code set up through the feed process.
Program Area GeorgiaBEST
Presenter(s) Charmaine Daniels, Georgia State University Dawn Fulmer, Georgia Health Sciences University
Thursday 9:30 - 10:20 AM Cumming
The Adult Learning Consortium Changes Focus The USG Adult Learning Consortium (ALC) has changed its focus to address the increased demand for collaborative online programs and quality online courses which meet needs of adult learners, coordinate faculty development for online offerings, establish a sustainable infrastructure, and leverage faculty resources and online resources to serve the adult and military students in Georgia. This presentation updates participants on the work of the ALC and provides the rationale for the ALC's new initiatives.
Program Area INGRESS
Presenter(s) Mary Ellen Dallman, Valdosta State University Gerald Merwin, Valdosta State University
THURsday 9:30 - 10:20 AM Estes A
Lost in Translation: How to Tell IT What You Need So You Actually Get What You Want Definitions are inside of people, not words... so how do we all learn to speak the same language? Ever feel like you just can't convey what you need to IT? Ever think you told them what you wanted, only to get something else back? Dip your toes in becoming a funky-tech. Learn the basics of telling IT how and where to pull the info you want out of Banner. Cover the most commonly used and requested forms, talk about basic SQL concepts and common traps and communication tricks of getting data into the right hands to make the right decisions.
Program Area Business Intelligence
Presenter(s) Nicole de Vries, Columbus State University

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THURSDAY

Georgia Summit
2012 CONFERENCE SESSIONS

THURsday 9:30 - 10:20 AM Estes B
INGRESS Processing: Banner, INGRESS and the LMS Interested in sharing online courses with other USG institutions? You may need INGRESS, the INtra-Georgia Registration Sharing System! INGRESS is a multi-institutional registration tool that leverages Banner for registration, distributes available seats across multiple institutions, and integrates with the LMS to automatically set up course sections and enrollments. This session provides a bird's-eye view of the integration and data processing flow between Banner, INGRESS, and the LMS, as well as in-depth information on Banner setup and GeorgiaBEST's Banner components for INGRESS.
Program Area GeorgiaBEST
Presenter(s) Kay Gray, University System of Georgia
Thursday 9:30 - 10:20 AM Lamar A/B
Preparing for eTIME V6.3: How the eTIME Upgrade Will Impact Me Everything you should know about the upgrade and testing plan for eTIME V6.3 including the training, roll out, and anticipated employee support requirements.
Program Area Shared Services Center
Presenter(s) Vikki Fitzgerald, ADP
Thursday 9:30 - 10:20 AM Lamar C
Financial and Budget Reporting Workshop Part 2 Part two of this in-depth discussion on financial and budgeting reports focuses on gathering future requirements that will make institutions requirements more efficient and beneficial. Discussion includes the Budget Progress Report, as well as other currently used reports.
Program Area GeorgiaFIRST
Presenter(s) Jason Beitzel, University System of Georgia Julie Thompson, University System of Georgia

THURsday 9:30 - 10:20 AM Oglethorpe A/B
Banner to PeopleSoft Reconciliation: TGRRCON Learn how to reconcile Banner to PeopleSoft and discover what TGRRCON is and why it is important in the everyday function of the business office. Topics to be covered are doc codes, ZURGFTT, Banner interfaces, journal generation, and many more. This presentation is a great resource for beginners and the more advanced users.
Program Area GeorgiaBEST
Presenter(s) Megan Davidson, Georgia Highlands College Jamie Petty, Georgia Highlands College
THURsday 9:30 - 10:20 AM Oglethorpe C
Argos Case Studies and Examples Argos, the Enterprise Reporting Solution from Evisions, has helped hundreds of higher education institutions solve reporting and information access challenges. This session goes through examples from letter generation and basic reporting to data cubes and dashboards. Using client examples you see how Argos can help you go beyond basic reporting and get access to the information you need quickly and easily.
Program Area Business Intelligence
Presenter(s) Alice Levy, Evisions
THURsday 9:30 - 10:20 AM Oglethorpe h
DegreeWorks BOF for New and Implementing Institutions This session is an open discussion focusing on DegreeWorks processes and issues for institutions in the process of implementing DegreeWorks and have not yet cut over to production.
Program Area GeorgiaBEST
Presenter(s) Todd Milam, University System of Georgia

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Georgia Summit
2012 CONFERENCE SESSIONS

THURSDAY

THURsday 10:40 - 11:30 AM Cumming DegreeWorks Campus Consolidation
This session is an opportunity for representatives of the eight campus consolidation institutions to discuss the consolidation efforts. Program Area GeorgiaBEST Presenter(s) Tonya Lam, University System of Georgia
THURsday 10:40 - 11:30 AM Estes A It's All About YOU: GeorgiaBEST Services
Come and learn about the myriad of opportunities you have to participate in and influence software deliverables and services provided by the GeorgiaBEST program. We discuss the product calendar and change review processes, as well as training offerings and more. Program Area GeorgiaBEST Presenter(s) Karen Nunn, University System of Georgia John Young, University System of Georgia
THURsday 10:40 - 11:30 AM Estes B Due Diligence: Debt & Collections
Institutions need to show due diligence in attempts to collect overdue accounts. Was the student contacted and when? How late is the account? How do I track turning it over to collections? In this session we discuss how baseline Banner forms and processes and help you with this task. Program Area GeorgiaBEST Presenter(s) Charmaine Daniels, Georgia State University Jackie Lovejoy, Gordon State College
NEW for 2012 Birds of a Feather Sessions
11:30 a.m. - 1 p.m. TODAY

THURsday 10:40 - 11:30 AM Lamar A/B
Here We Go Again: Managing People and Systems Before, During, and After a Change Process We discuss the stages in change transition and specific strategies for systems and individuals. We also discuss the importance of leadership in the change process, and the roles and responsibilities of senior and team leadership, as well as all team members. Finally, we discuss why and when collaboration fails and what to do about it when that happens.
Program Area Shared Services Center
Presenter(s) Lin Inlow, Georgia State University
THURsday 10:40 - 11:30 AM Lamar C
Budgeting 101 This session provides an overview of how to properly develop a budget and the importance of using a budget as a financial management tool.
Program Area GeorgiaFIRST
Presenter(s) Tracie Arnold Dixon, University System of Georgia Tracey Cook-Robinson, University System of Georgia
THURsday 10:40 - 11:30 AM Oglethorpe A/B
Oracle CRM on Demand This session focuses on how the USG can use CRM on Demand Higher Education to improve retention and student success by providing high-quality student service. This includes real time, actionable analytics to identify at-risk populations, ensure that programs and services are delivering the expected results, and provide the ability to make proactive adjustments when needed. The demonstration will focus on both the simplicity of the user interface, and the capability of a trained business user to easily configure and manage the system. The audience for this session is student success, student affairs, and student services.
Program Area Business Intelligence
Presenter(s) Mike Rogers, Oracle

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THURSDAY
THURsday 10:40 - 11:30 AM Oglethorpe C
USG Data Governance Roundtable The ownership, stewardship, security, and quality of data have become the focus system wide as the desire to use information in decision making has increased. Research & Policy Analysis moderate this roundtable on data governance from the institution and system perspective. This is an opportunity for institutions to give their input on what role they have in the governance of system-wide data.
Program Area Business Intelligence
Presenter(s) Susan Campbell-Lounsbury, University System of Georgia
THURsday 10:40 - 11:30 AM Oglethorpe F/G
iStrategy Implementation and Usage: An Institution's Experience This session covers the challenges, issues, benefits, and lessons learned that Armstrong Atlantic experienced throughout our iStrategy implementation journey.
Program Area GeorgiaFIRST
Presenter(s) Gwen Carlock, Armstrong Atlantic State University
THURsday 10:40 - 11:30 AM Oglethorpe H
Opportunities for Distance Education in the University System of Georgia In February 2012, Chancellor Huckaby convened a Task Force to make recommendations for distance education that improve college completion outcomes, increase student access, and optimize USG resources through collaborative efforts. As the USG has undergone transitions and taken on new challenges over the last year, the role of distance education continues to grow in strategic importance. Distance education is critical to advancing the USG mission, Complete College Georgia Plan, and campus consolidation. This is an update on the work of the Distance Education Task Force and preliminary recommendations that have been discussed with the Board of Regents.
Program Area INGRESS
Presenter(s) Jon Sizemore, University System of Georgia

Bobby Jones: amateur golfer and...

Georgia Summit
2012 CONFERENCE SESSIONS

founder & designer of the Augusta National Golf Club

Masctoe-rfsoGuonldfeTrooufrnthame ent

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Georgia Summit
2012 CONFERENCE SESSIONS

THURSDAY

THURsday 11:30 AM - 1 PM Cumming

Admissions Birds of a Feather
This session is an open discussion focusing on admissions processes and issues as related to the GeorgiaBEST project.

Program Area GeorgiaBEST

Presenter(s)

Melissa Gooch, University System of Georgia Barry Meek, University System of Georgia

THURsday 11:30 AM - 1 PM Estes A
Records Birds of a Feather This session is an open discussion focusing on records processes and issues as related to the GeorgiaBEST project.
Program Area GeorgiaBEST
Presenter(s) Cindy Taylor, University System of Georgia

THURsday 11:30 AM - 1 PM Estes B
Financial Aid Birds of a Feather Come join us for this opportunity for institutions to discuss Financial Aid issues, trends, and best practices.
Program Area GeorgiaBEST
Presenter(s) Patrick Harris, University System of Georgia

THURsday 11:30 AM - 1PM Lamar A/B/C
Accounts Receivable Birds of a Feather Come join other Accounts Receivable users in a discussion of AR trends, issues, and best practices.
Program Area GeorgiaBEST
Presenter(s) Deidre Crawford, University System of Georgia

THURsday 11:30 AM - 1 PM Oglethorpe A/B
PeopleSoft GL/AM/Reporting BOF This session is an open discussion focusing on Financial Control and Reporting processes (PeopleSoft general ledger, asset management, and associated reporting including iStrategy) and issues as related to the GeorgiaFIRST project.
Program Area GeorgiaFIRST
Presenter(s) Julie Thompson, University System of Georgia
THURsday 11:30 AM - 1 PM Oglethorpe C
PeopleSoft Procure to Pay BOF This session is an open discussion focusing on Procure to Pay processes (PeopleSoft accounts Payables, Purchasing, eProcurement, Expenses, and SciQuest) and issues related to the GeorgiaFIRST project.
Program Area GeorgiaFIRST
Presenter(s) April Harder, University System of Georgia
THURsday 11:30 AM - 1 PM Oglethorpe F/G
INGRESS Birds of a Feather Information Technology Services (ITS) staff facilitate an informal discussion among participants representing institutions currently using INGRESS to process course registrations.
Program Area INGRESS
Presenter(s) Diane Burnette, University System of Georgia

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THURSDAY

Georgia Summit
2012 CONFERENCE SESSIONS

THURsday 1 - 1:50 PM Cumming
Georgia ONmyLINE Student & Faculty Support This session is an open discussion covering student support issues such as initial inquiries to graduation, a central point of contact for support, pre-survey and post-survey to collect new student data and exit data, a GOML orientation PowerPoint presentation, and a COE/Online Education website, and faculty issues such as one-on-ones with Vista administrative support. Topics for both student and faculty support include information hubs and calendars for critical dates for GeorgiaVIEW Vista, tutorials, a COE/Online Education website, and using announcements in Vista, email, and discussion boards for student topics of interest and ongoing communication for GOML faculty.
Program Area INGRESS
Presenter(s) Leslie Currah, Georgia State University
THURsday 1 - 1:50 PM Estes A
Benefits The Big Picture This session is an open discussion on the interdependencies and timing of interfaces among the ADP benefits systems.
Program Area Shared Services Center
Presenter(s) Dorothy Young, University System of Georgia
THURsday 1 - 1:50 PM Estes B
DegreeWorks Implementation and Beyond In this session, presenters share the journey of implementation of DegreeWorks and the ways it has impacted advising at Valdosta State University. We discuss lessons learned in terms implementation, continued improvement, and the impact on the Office of Admissions, Division of Information Technology, Registrar's office, advisors, and students. Specific examples show how DegreeWorks can be successfully implemented and maintained through a team approach.
Program Area GeorgiaBEST
Presenter(s) Lisa Baldwin, Valdosta State University Alicia Roberson, Valdosta State University

THURsday 1 - 1:50 PM Lamar A/B

Georgia Transfer Articulation Cooperation Services (GATRACS) Update
This session updates the progress being made in the GATRACS program. Topics include the GATRACS portal, integration with third-party products, and future plans.

Program Area
Presenter(s)

GeorgiaBEST
Daphene Blackmon, University System of Georgia Rosalind Fowler, University System of Georgia

THURsday 1 - 1:50 PM Lamar C

Lessons Learned: The Day in the Life of a Controller
This session discusses the challenges and lessons learned in serving as a controller, and some of the do's and don'ts and challenges in establishing an efficient and accountably sound business office operation. Topics include establishing policy and procedures, organizational structure, day-to-day operations, and learning to do more with less.

Program Area GeorgiaFIRST

Presenter(s)

Megan Davidson, Georgia Highlands College Jamie Petty, Georgia Highlands College

THURsday 1 - 1:50 PM Oglethorpe A/B
Fitting Squares into Round Holes: Tracking Room Utilization with R25
Georgia Perimeter College began using R25 in 2006 for its academic scheduling needs and brought event scheduling in over the next three years, with scheduling positions being staffed in 2009. At that point, the real work of developing the policies and procedures to support the processes began. Through the development of a Policy Handbook, Team Procedures manual, supporting forms, and a website, the Scheduling Team at GPC attempts to answer the hows and whys of who is doing what where and when things are happening in the spaces that the college tracks.
Program Area GeorgiaBEST
Presenter(s) Elizabeth Harris, Georgia Perimeter College

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Georgia Summit
2012 CONFERENCE SESSIONS

THURSDAY

THURsday 1 - 1:50 PM Oglethorpe C
Reports Uncovered: They Made That Decision How?! It's easy to get lost in a sea of reports and all too often, if you don't know a report is out there, you won't know to use it to make better decisions. How do you find out what people are using and help them share their decision making tips? CSU surveyed deans, chairs, and administrators to see what they use daily and each semester to keep things rolling in the right direction. Hear about the most common reports used on campus and have a chance to share innovations you are using to deliver info to the right hands.
Program Area Business Intelligence
Presenter(s) Nicole de Vries, Columbus State University

THURsday 1 - 1:50 PM Oglethorpe F/G
eTIME Reporting and Leave Accruals This session covers eTIME reporting and Leave Accruals.

Program Area Shared Services Center

Presenter(s) Jennifer Cannida-Usry, University System of



Georgia

Allison Wilkinson, University System of Georgia

THURsday 1 - 1:50 PM Oglethorpe H
Bye Bye Blackboard
Georgia Southern University is in the process of migrating to a Desire2Learn hosted environment. Users have been excited about the announcement to move to a new learning management system, but a successful migration plan is key to sustaining user enthusiasm. This presentation provides an overview of the phased migration plan, including successes and challenges encountered. Attendees can review the migration plan and hear our "lessons learned."
Program Area GeorgiaVIEW
Presenter(s) Ashlea Anderson, Georgia Southern University Pamela Deal, Georgia Southern University

THURsday 2 - 2:50 PM Cumming
Using INGRESS for GOML Receivables and Payables Reconciliation We show how data is pulled from INGRESS for GOML in an Excel format for the business office. Then we show how the Business Office uses that report to establish receivables and reconcile payables for GOML among participating institutions.
Program Area INGRESS
Presenter(s) Lisa Baldwin, Valdosta State University Traycee Martin, Valdosta State University

THURsday 2 - 2:50 PM Estes A

HOPE Update This session discusses HOPE processing updates, along with the benefits of implemented and planned improvements.

Program Area GeorgiaBEST

Presenter(s)

Debora Exum, University System of Georgia Lisa Kafati, University System of Georgia

THURsday 2 - 2:50 PM Estes B
2013 Benefits Premium Payment and Carrier Enrollment Process This is a review of the processes and schedules for 2013 benefit carrier payments and enrollment scheduling, facilitated by ADP, Inc.'s benefits administration service team.
Program Area Shared Services Center
Presenter(s) Jeannine Graham, ADP Billy Spear, ADP

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THURSDAY

Georgia Summit
2012 CONFERENCE SESSIONS

THURsday 2 - 2:50 PM Lamar A/B
Facebook for Higher Ed Social Media and Information Discovery Social Media isn't a fad; it's now part of every aspect of our lives. Social media is a fundamental shift in the way we communicate. Are you ready? Our session covers Oracle's complete integrated solution for Information Discovery and covers how universities and research organizations can gain a competitive advantage by leveraging social media such as Discussion threads, Facebook/ Twitter integration, Blogs, and Wiki's into their data architecture. Oracle's solutions for social media the WebCenter Suite and Endeca Information Discovery include support for portals, websites, internal and external document management, collaboration, and structured and unstructured data.
Program Area Business Intelligence
Presenter(s) Tom Fitzgerald, Oracle

THURsday 2 - 2:50 PM Lamar C

Forensic PeopleSoft Security
In this session we discuss terminations, transfers, employee position changes, periodic security reviews/re-certification, audit of security log tables, monitoring of users with Maintain security, Tree Manager, nVision, and other PeopleTools access.

Program Area GeorgiaFIRST

Presenter(s)

Janice Chancey, Georgia Health Sciences University Shelia Sloan, University System of Georgia

THURsday 2 - 2:50 PM Oglethorpe A/B
Student Tuition and Fee Payment Plan Options: Making Education More Affordable In response to the increasing costs of education, the BOR has taken measures to address the financial strain on parents and students, recently approving several modifications to policy that hopefully will make college more affordable and accessible. These payment options include allowing students to spread payments for tuition and fees over several months of the semester instead of paying everything in advance, revisions to payment of housing costs, and a contractual agreement with a third-party provider to advance fund tuition and fees for students. Also, Georgia Tech has been allowed to pilot a tuition and mandatory payment plan.
Program Area GeorgiaBEST
Presenter(s) Ben Riden, University System of Georgia

THURsday 2 - 2:50 PM Oglethorpe C

Implementing IBM Cognos - Lessons Learned and Learning
Georgia Perimeter College is implementing IBM Cognos as part of the Ellucian Enrollment Management Suite. This session discusses and demonstrates security and report migration from a technical viewpoint, and package customization and our user training plan from a functional viewpoint.

Program Area Business Intelligence

Presenter(s)

Jocelyn Clark, Georgia Perimeter College Terry Smith, Georgia Perimeter College

THURsday 2 - 2:50 PM Oglethorpe F/G
Demonstrating the Value of GRC Integration with Higher Education Discover how Oracle's Governance Risk and Compliance (GRC) solution is being used to mitigate exposure to risk, fraud, and human error. See specific examples of how Oracle's controlsmonitoring technology is helping companies to enforce real-time contextual controls within business processes.
Program Area GeorgiaFIRST
Presenter(s) Jennifer Delorenzo, Oracle

THURsday 2 - 2:50 PM Oglethorpe H
Best Practices for Setting Up a Centralized Call Center The presentation provides an outline of considerations for designing and setting up a centralized call center. It helps attendees recognize key players, how to get them involved, and how to encourage buy- in. It shows the benefits of a centralized call center through metrics and customer service survey responses. Main points include: technological and facilities concerns and requirements, establishing a line of communication, and setting up customer service rules, parameters, and goals.
Program Area GeorgiaBEST
Presenter(s) Rebekah Butcher, Kennesaw State University

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2012 CONFERENCE SESSIONS

THURSDAY

THURsday 3:10 - 4 PM Cumming
Building a Foundation Rather than an Umbrella: The Valdosta State University College of Education Center for Online Teaching & Learning In 2011, the James L. and Dorothy H. Dewar College of Education created the Center for Online Teaching & Learning to support the growing community of online learners created by the 2008 introduction of collaborative graduate education programs. This created tremendous growth in enrollment, spurred faculty and student interest in online learning, and encouraged development of new online programs. We focus on identified needs, implementation, best practices, challenges and missteps, and future plans as the Center builds a foundation to serve faculty, students, and administrators, promote focused training, and encourage innovation and creativity in instructional technology.
Program Area INGRESS
Presenter(s) Amanda King, Valdosta State University Meg Moore, Valdosta State University

THURsday 3:10 - 4 PM Estes A
Keeping Admissions Directors Happy: An Automatic System for Loading Electronic High School Applications & Transcripts into Xtender This presentation shows how the University of West Georgia implemented a system to automatically load electronic high school applications and transcripts into Xtender, and covers the different components and processes that make up this system.
Program Area GeorgiaBEST
Presenter(s) Josh Browning, University of West Georgia

THURsday 3:10 - 4 PM Estes B
Success with Banner's Mass Data Update Utility Banner's Mass Data Updating Utility (MDUU) is a business tool that quickly and easily develops batch updating processes not met by current Banner functionality. Parameter driven, these procedures can be used over and over again. Georgia Tech has successfully used MDUU to set `NR' (Not Reported) grades when instructors have failed to submit grades. This presentation shows how easy it is to set up and control the successful execution of a complex process.
Program Area GeorgiaBEST
Presenter(s) Daniel Looby, Georgia Institute of Technology

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THURsday 3:10 - 4 PM Lamar A/B
Meeting FMLA Requirements: A Review of Leave Policies and Procedures ADP, Inc. and members of the Shared Services Center facilitate a review of FMLA requirements, policies, and procedures. Bring your questions and we'll have the answers.
Program Area Shared Services Center
Presenter(s) Vikki Fitzgerald, ADP

THURsday 3:10 - 4 PM Lamar C

The Hows and Whys of Budget Reporting
Each fiscal year, the Georgia General Assembly allocates funds to the University System of Georgia. After the bill is passed and signed by the Governor, budgets are created as the primary tool for financial planning and control. Join us in learning all about the budget lifecycle and the reporting process.

Program Area GeorgiaFIRST

Presenter(s) Tracie Arnold Dixon, University System of Georgia

Tracey Cook-Robinson, University System of



Georgia

THURsday 3:10 - 4 PM Oglethorpe A/B
Developing a Banner Accounts Receivable Training Program Georgia State has recently implemented a training program designed for Banner AR users outside of Student Accounts. This training is set up as a course in GSU's learning management system uLearn. During this session we review the tools used to create the training and discuss the implementation process.
Program Area GeorgiaBEST
Presenter(s) Charmaine Daniels, Georgia State University

For the Ultimate Social Event... Oglethorpe Ballroom Starting TONIGHT at 8 PM

THURSDAY

Georgia Summit
2012 CONFERENCE SESSIONS

THURsday 3:10 - 4 PM Oglethorpe C
Strategic Planning for Information Access IT is one of the most valuable assets on campus; certainly one that represents an ever-increasing cost. The data that is stored can be used to drive such initiatives as operational efficiencies, student retention, and strategic recruitment. Developing a strategic plan for information access aligns the institution's needs with technology and methods needed to govern and utilize the data effectively. This session covers the strategic planning engagement ITS is using to develop the roadmap to information-driven insight, in addition to some of the common benefits gained from business intelligence, using information to make decisions.
Program Area Business Intelligence
Presenter(s) Marco Cestaro, University System of Georgia
THURsday 3:10 - 4 PM Oglethorpe F/G
IPEDS HR Data Collection This session discusses the IPEDS 2012 HR data collection requirements.
Program Area Shared Services Center
Presenter(s) Susan Campbell-Lounsbury, University System of Georgia
THURsday 3:10 - 4 PM Oglethorpe H
Georgia Transfer Articulation Cooperation Services (GATRACS) BOF Come join us as we open the floor for a general question and answer session on GATRACS.
Program Area GeorgiaBEST
Presenter(s) Daphene Blackmon, University System of Georgia

THURsday 4:10 - 5 PM Cumming

Desire2Learn "Bits & Bytes" of Implementation
Georgia Southern University is in the process of migrating from GeorgiaVIEW to Desire2Learn. This migration consists of not only moving to a new learning management system, but also integrating existing institution systems with the new platform to provide users the best possible experience. This presentation covers the technical specifics and planning of deploying real-time two-way Banner integration and single sign-on with a campus portal.

Program Area GeorgiaVIEW

Presenter(s)

Pamela Deal, Georgia Southern University Ron Stalnaker, Georgia Southern University

THURsday 4:10 - 5 PM Estes A

ADP Benefits Reconciliation - Connecting the Dots
Is your reconciliation getting the best of you? Come find out how the systems connect ADP EV5 to PeopleSoft Financials and where to get the support you need.

Program Area Shared Services Center

Presenter(s) Debbie Farmer, University System of Georgia

Colette Long, Georgia Southwestern State



University

THURsday 4:10 - 5 PM Estes B

Rapid GPC Admissions Processing Using Java Web Services to Leverage Xtender/BDMS and Banner
Even though institutions have been using imaging in their business processes for years, they have been missing the boat by not using their scanning systems to drive business processes. By shifting processes to focus on scanned documents and developing tools with Java Web Services, GPC has reduced complaints by 95%, improved turnaround time from application completion to admission from weeks to hours, is completely caught up, and is now processing 35,000 applications per year without increasing staff.
Program Area GeorgiaBEST

Presenter(s)

Richard Beaubien, Georgia Perimeter College Mark Elliot, Georgia Perimeter College

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2012 CONFERENCE SESSIONS

THURSDAY

THURsday 4:10 - 5 PM Lamar A/B
eTIME Leave Cases This session covers the best practices for setting up leave cases in eTIME, and demonstrates the set-up of a variety of cases in a test environment.
Program Area Shared Services Center
Presenter(s) Corrin Sorteberg, Georgia State University

THURsday 4:10 - 5 PM Lamar C

The Hows and Whys of Budget Reporting, continued
Each fiscal year the Georgia General Assembly allocates funds to the University System of Georgia. After the bill is passed and signed by the Governor, budgets are created as the primary tool for financial planning and control. Join us in learning all about the budget lifecycle and the reporting process.

Program Area GeorgiaFIRST

Presenter(s) Tracie Arnold Dixon, University System of Georgia

Tracey Cook-Robinson, University System of



Georgia

THURsday 4:10 - 5 PM Oglethorpe A/B

Banner and the Financial Audit
This is a synopsis of how Banner impacts the annual financial audit of the financial statements. This includes a discussion on the auditor's expectations with regards to controls, segregation of duties, maintenance of users, reports, student financial aid testing, and other items of importance such as documentation requirements.

Program Area GeorgiaBEST

Presenter(s) Kristina Turner, Georgia Department of Audits &



Accounts

THURsday 4:10 - 5 PM Oglethorpe C
Oracle's WebCenter Learn how Oracle's WebCenter solution can help reduce your paper-intensive Accounting environment. With our technology, you can electronically interface with your PeopleSoft A/P applications. WebCenter enables you to automatically scan and index invoices, improving speed and reducing human errors; attach invoice images to invoice records so users can view them quickly and efficiently; improve visibility for electronic imaging and process automation for a precise view of cash flow; and, take advantage of vendor discounts by improving processing speed. Join us and see how to accomplish all of this and more.
Program Area GeorgiaFIRST
Presenter(s) Deborah Carver, Oracle Joe Pearl, Oracle Mike Rogers, Oracle
THURsday 4:10 - 5 PM Oglethorpe F/G
So Where's That Receipt? Why FSA Claims Substantiation Matters ADP, Inc. reviews FSA claims substantiation requirements and how proactive communications with employees can speed reimbursements and reduce participant frustrations.
Program Area Shared Services Center
Presenter(s) Billy Spear, ADP
THURsday 4:10 - 5 PM Oglethorpe H
Banner SQL 101 Learn the basics of SQL and how to best use SQL in the Banner environment. This session helps you to do more in Banner more efficiently. Go from user to power user after learning these SQL tricks.
Program Area GeorgiaBEST
Presenter(s) Zachary Hayes, Georgia Institute of Technology

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...Eat Dessert FIRST!
Dessert Bar - Oglethorpe Ballroom 8 PM TONIGHT

FRIDAY AT A GLANCE
7:15 AM - 8:15 AM Continental Breakfast
8:30 AM 10:20 AM Concurrent Sessions
10:20 AM 10:40 AM Refreshment Break/ Strategic Partner Exhibits
10:40 AM 11:30 AM Concurrent Sessions
Be sure your smartphones, tablets, pagers and other mobile electronic devices are turned off during sessions.

Georgia Summit
2012 CONFERENCE SESSIONS

FRIDAY 8:30 - 9:20 AM Cumming
Actionable Intelligence: Data Alone Is Not Enough
Complete College Georgia has tasked schools to increase academic success and graduation rates. The traditional approach often identified students approaching academic failure too late. Using technology, we have the opportunity to provide proactive support and advising. An enterprise data warehouse can provide an abundance of metrics and data. Without actionable events, the data can be overwhelming and key issues may go unnoticed. By using existing tools, institutions can become more proactive and predict student needs earlier. This session provides an overview on using data, metrics, and actionable events behind the data to increase graduation rates and student academic success.
Program Area Business Intelligence
Presenter(s) Brian Haugabrook, Valdosta State University
FRIday 8:30 - 9:20 AM Estes A
Banner and Direct Loans Now that all schools are entering their third year of required participation in the Direct Lending program, this topic discusses best practices between COD and Banner from the point of loan originations through disbursement and reconciliation. Related topics include entrance counseling, promissory notes, cash drawdowns, and adjustments to COD records due to R2T4 calculations. Session participants can discuss lessons learned from the first full program-year closeout and gain insights regarding how to efficiently improve their Direct Lending processes through BANNER processes.
Program Area GeorgiaBEST
Presenter(s) Philip Hawkins, Kennesaw State University

FRIday 8:30 - 9:20 AM Estes B
Managing Time, People, and Projects and Still Staying Sane? Something that is plaguing us all is finding a way to use project management without causing too much additional electronic paper work to keep up with change management and requests. We discuss how adding in such extra program management documentation is affecting processing and how we handle it along with our many other tasks.
Program Area GeorgiaBEST
Presenter(s) Lisa Baldwin, Valdosta State University

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2012 CONFERENCE SESSIONS

FRIDAY

FRIday 8:30 - 9:20 AM Lamar A/B
SSC Project Update Join us to get an update on the SSC projects that are in the works, what projects are coming up next, and discuss the SSC's project methodology.
Program Area Shared Services Center
Presenter(s) Julie Harris, University System of Georgia

FRIDAY 8:30 - 9:20 AM Lamar C

Getting in Compliance NRA Tax Withholding
This session covers steps to get in compliance with IRS tax requirements concerning withholding of income tax from international students on scholarship, international lecturers, and other international individuals being paid by your organization. Topics include PeopleSoft processes for cutting AP checks to these individuals.

Program Area Business Intelligence

Presenter(s)

Linda Corva, Clayton State University Shirley Criscillis, Clayton State University

FRIday 8:30 - 9:20 AM Oglethorpe C
Budget and Financial Planning Reporting Information Decision Support for the Enterprise
SAS empowers end-users with self-service capability to easily create configurable reports. It consolidates revenue and expenditures with budget to actual comparisons through multilevel, multi-dimensional hierarchies and drill-down capability, and allows for exporting to Word, Excel, and static PDF. SAS budget and financial reports are used by departments to monitor budgets and track spending. The Office of Budget & Planning uses SAS reports during annual Budget Preparation cycle, saving time in updating, validating, and balancing fund groups. This allows time to review and confirm budget data keeping them from having to process correcting amendments during the year.
Program Area Business Intelligence
Presenter(s) Kenneth Bridges, Kennesaw State University Dawn Gamadanis, Kennesaw State University

FRIDAY 8:30 - 9:20 AM Oglethorpe F/G
Cash Handling & Bursar Office Internal Controls Internal controls are necessary to prevent mishandling of funds, safeguard against loss, and protect employees from inappropriate charges by defining responsibilities in the cash handling process. Institution departments that handle cash must have an awareness of strong internal controls. Departments are responsible for ensuring that internal controls are established, properly documented, and maintained. By developing and implementing effective systems of internal controls, departments can contribute to enhancing an institution's ability to meet its objectives and reducing the potential liability from fines and penalties that could be imposed for violations.
Program Area GeorgiaBEST
Presenter(s) Jan Rogers, Georgia Southwestern University
FRIday 8:30 - 9:20 AM Oglethorpe H
Banner Hosting/Managed Services Birds of a Feather This session is an opportunity to discuss various topics on Banner Hosting/Managed Services, and find out how your peers and colleagues at other institutions handle similar items.
Program Area GeorgiaBEST
Presenter(s) Beverly Norwood, University System of Georgia
FRIday 9:30 - 10:20 AM Cumming
Actionable Intelligence: Graduating More Students Complete College Georgia has tasked schools to increase academic success and graduation rates. The traditional approach often identified students approaching academic failure too late. Increasing retention and graduation rates require early intervention and understanding student needs before they enter the classroom. By using existing tools, institutions can become more proactive and predict student needs earlier. This session provides an overview on using data, metrics, and actionable events to initiate business workflows between students, advisors, and administrators.
Program Area Business Intelligence
Presenter(s) Andy Clark, Valdosta State University Brian Haugabrook, Valdosta State University

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FRIDAY

Georgia Summit
2012 CONFERENCE SESSIONS

FRIDAY 9:30 - 10:20 AM Estes A
Online Financial Aid Document Submission Using Dynamic Forms Complete College Georgia has tasked schools to increase academic success and graduation rates. The traditional approach often identified students approaching academic failure too late. Using technology we have the opportunity to provide proactive support and advising. An enterprise data warehouse can provide an abundance of metrics and data. Without actionable events, the data can be overwhelming and key issues may go unnoticed. By using existing tools, institutions can become more proactive and predict student needs earlier. This session provides an overview on using data, metrics, and actionable events behind the data to increase graduation rates and student academic success.
Program Area GeorgiaBEST
Presenter(s) Robin Mock, Georgia Southern University Ted Williams, Georgia Southern University
FRIday 9:30 - 10:20 AM Estes B
Simplifying Attendance Verification Verifying student attendance after the add/drop period is critical to generating an accurate enrollment report, validating registration for billing purposes, and setting up for faculty effort reporting. This process becomes even more problematic when dealing with multiple parts of term. In order to streamline this process, Georgia Health Sciences University utilizes Apex in conjunction with Crystal Reports to get detailed attendance verification and registration discrepancy information.
Program Area GeorgiaBEST
Presenter(s) Sherrie Jennings, Georgia Health Sciences University
FRIday 9:30 - 10:20 AM Lamar A/B
Auditing Toolbox Audit data within EV5 is an untapped resource that can provide useful information when troubleshooting an issue, documenting HR/Payroll transactions, and in maintaining overall system controls. Most essential data elements within the EV5 database have corresponding audit tables that act to collect and store modification data. Audit data can be easily accessed using ADP Reporter, the EV5 Query Tool, and via delivered SQR reports within EV5. This session discusses and demonstrates these often overlooked data and the associated extraction methods in depth.
Program Area Shared Services Center
Presenter(s) Nic Goodson, University System of Georgia

FRIday 9:30 - 10:20 AM Lamar C

Benefits of Converting to ACH Functionality
In this session, Kennesaw State University shares their vision and the expected benefits of converting their Accounts Payable payments from system checks to ACH direct deposit payments. They also demonstrate how they are able to provide payment notifications to their ACH vendors. ITS staff compares current USG trends in the use of ACH/EFT payments and present future PeopleSoft v9.x-delivered ACH functionality.

Program Area GeorgiaFIRST

Presenter(s) Michelle McGinty, Kennesaw State University



Teresa Page, University System of Georgia

Donna Wooddell, University System of Georgia

FRIday 9:30 - 10:20 AM Oglethorpe A/B
Student Analytics for Banner: Columbus State University Customer Study Many institutions have made large investments in their student systems to capture transactional data, but are struggling to turn those data into actionable business intelligence. Columbus State University has partnered with Oracle to deploy a student analytics solution for Banner, which integrates data for analysis and reporting, provides user-friendly analytical models for enterprise metrics, and delivers personalized performance dashboards and reports for everyone. This session covers the deployment of this system, its value and benefits to the university, and how it unlocks Banner's value by improving insight, alignment of business process, and leveraging the investment of student systems
Program Area Business Intelligence
Presenter(s) Tom Fitzgerald, Oracle Mike Rogers, Oracle

Georgia Summit
2012 CONFERENCE SESSIONS

FRIDAY

FRIday 9:30 - 10:20 AM Oglethorpe C
Getting Students Online Not In Line At ABAC, our president has challenged us to do what many of you are also working to do: get students using the online tools available to them rather than having them stand in line to get things done. To do this, what students need must be made available through the Web. Learn how reorganization and technology have assisted ABAC in rising to this challenge. We discuss organizational structure as well as the tools and technologies ABAC is using to be successful.
Program Area Business Intelligence
Presenter(s) Tarrah Mirus, Abraham Baldwin Agricultural College
FRIDAY 9:30 - 10:20 AM Oglethorpe F/G
Fee Waiver Birds of a Feather Have you wondered how others manage waivers? How can you manage them when they waive multiple items? Can waivers be a "plus" for revenue generation? If you have had questions like these or if you have found the solution for them, come join us in a discussion about the ins and outs of fee waivers.
Program Area GeorgiaBEST
Presenter(s) Beth Welsh, Georgia Health Sciences University
FRIday 9:30 - 10:20 AM Oglethorpe H
GGC's Excellent Adventure: Moving to D2L Ahead of the Pack Georgia Gwinnett College does things a little differently. When the decision was made to move the USG to Desire2Learn, GGC was in the middle of a multi-semester pilot of Blackboard Learn, Moodle, and Desire2Learn. We decided that we should move to work within the system and migrate to USG's hosted D2L services as soon as was practical for all concerned.This presentation shows how GGC made its double-migration decision; walks through the process of our double-migration: first to Desire2Learn-hosted D2L in summer 2012, then toward USG-hosted D2L as part of IG2; and discusses what lessons we learned through the process.
Program Area GeorgiaVIEW
Presenter(s) David Robinson, Georgia Gwinnett College

FRIDAY 10:30 - 11:20 AM Cumming
Business Intelligence Panel/Roundtable Moderated by ITS , this open forum features an institution panel from successful BI programs. Each institution will give an overview of their program, what has made it successful, and some of the challenges they faced along the way. If you are just starting out or have been down the path of informed decision making, come participate in the discussion.
Program Area Business Intelligence
Presenter(s) Marco Cestaro, University System of Georgia

FRIday 10:30 - 11:20 AM Estes A

Using Web Text to Display HOPE/Zell Miller Information
The Georgia Institute of Technology wanted to develop a way to display students' HOPE and Zell Miller Scholarship eligibility, including their total Attempted Hours, Paid Hours, and GPA. This presentation outlines the steps taken to interview our Processing unit to obtain their project requirements, as well as the process of translating those steps into the Web Text tool in Self Service Banner within the Financial Aid System. We include examples of the SQL statements written to aggregate this information, as well as the different scenarios and populations of students who can view their eligibility status.
Program Area GeorgiaBEST

Presenter(s) Cheri Bernard-Alford, Georgia Institute of



Technology



Thomas Frese, Georgia Institute of Technology



LeQuay Ross, Georgia Institute of Technology

FRIday 10:30 - 11:20 AM Estes B
An Early Look at Banner 9 Georgia Tech has installed and been testing the first three Banner 9 modules: Catalog/Schedule, Faculty Grading, and Event Management. In this presentation, we share the sometimes joyful and sometimes frustrating experiences of our journey into the hardware and software realms of Banner 9!
Program Area GeorgiaBEST
Presenter(s) Daniel Looby, Georgia Institute of Technology

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FRIDAY
FRIDAY 10:30 - 11:20 AM Lamar A/B
Human Resources: Onboarding and Offboarding Join your institutional peers and learn how they transition employees into and out of the work force. Program Area Shared Services Center
Presenter(s) Diane Kirkwood, University System of Georgia
FRIday 10:30 - 11:20 AM Oglethorpe A/B
Shared Services Center Tool Chest - Answers, eRoom, BPM Section 5.0... Need to sharpen your skills? Learn how using the SSC tools available to all USG employees. This session provides a demonstration of SSC Answers, where all USG employees get their answers; discusses what's on eRoom on the SSC Practitioner website and why you should use it; and talks about what's new in Section 5.0 of the Business Procedures Manual. SSC User Forums, have a question? Ask the User Forum. Program Area Shared Services Center
Presenter(s) Karen Livingston, University System of Georgia
FRIday 10:30 - 11:20 AM Oglethorpe C Banner Practices for the Academic Data Mart
This is a presentation on the general practices for Banner data and documentation related to the Academic Data Mart. Program Area GeorgiaBEST
Presenter(s) Cindy Taylor, University System of Georgia
FRIday 10:30 - 11:20 AM Oglethorpe H Designing & Teaching Online GeorgiaVIEW
This session focuses on how GeorgiaVIEW is used to offer CEUs to faculty in a course that emphasizes best practices in online course design and teaching using the tools within GeorgiaVIEW and several powerlinks. As a follow-up, once the class is completed, faculty members have a chance to participate in more discussion by enrolling in a Faculty Forum within GeorgiaVIEW. Program Area GeorgiaVIEW
Presenter(s) Karen Watson, Fort Valley State University

Georgia Summit
2012 CONFERENCE SESSIONS
Augusta Canal

Artists' Row

FT GORDON SIGNAL CORPS MUSEUM

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PRESENTERS

Pre-Conference Sessions
Kari Branjord Diane Burnette Marco Cestaro Deidre Crawford

Lance Dowling Ginger Durham Patrick Harris Jack Kramer

Mike LaFortune Linda Neel Karen Nunn Mark Sontag

Cindy Taylor Carol Tolbert-Tubbs

Conference Sessions
Maureen Akins Ashlea Anderson Tracie Arnold Dixon Lisa Baldwin Richard Beaubien Jason Beitzel Cheri Bernard-Alford Kristen Betts Daphene Blackmon Kari Branjord Beth Brigdon Kenneth Bridges Josh Browning Diane Burnette Rebekah Butcher Susan Campbell-Lounsbury Jennifer Cannida-Usry Gwen Carlock Deborah Carver Marco Cestaro Janice Chancey Andy Clark Jocelyn Clark Tracey Cook-Robinson Kurt Collins Linda Corva Leslie Currah Deidre Crawford Shirley Criscillis Mary Ellen Dallman Charmaine Daniels

Jeanne Ann Davidson Megan Davidson Pamela Deal Brian De Groodt Jennifer Delorenzo Nicole de Vries Ann Dinkheller Lance Dowling Mark Elliot Debora Exum Debbie Farmer Tom Fitzgerald Vikki Fitzgerald Rosalind Fowler Thomas Frese Dawn Fulmer Tanacha Gaines Dawn Gamadanis Melissa Gooch Nic Goodson Jeannine Graham Kay Gray April Harder Elizabeth Harris Julie Harris Patrick Harris John Haslinger Brian Haugabrook Ed Hauser Philip Hawkins Zachary Hayes

Lin Inlow Sherrie Jennings Lorin Jones-Heaton Lisa Kafati Amanda King Diane Kirkwood John Kostecki Kathy Kral Tonya Lam Alice Levy Karen Livingston Colette Long Daniel Looby Jackie Lovejoy Traycee Martin Michelle McGinty Barry Meek Gerald Merwin Todd Milam Tarrah Mirus Robin Mock Gregory Moore Meg Moore Bernadette Nace Mark Nichols David Nisbet Beverly Norwood Karen Nunn Teresa Page Joe Pearl Jamie Petty

Harold Powers Becky Prince Ben Riden Alicia Roberson David Robinson Jan Rogers Mike Rogers Joseph Roof LeQuay Ross Thomas Scheer Jon Sizemore Shelia Sloan Krista Smith Terry Smith Corrin Sorteberg Billy Spear Ron Stalnaker Lance Stuckey Cindy Taylor Julie Thompson Kristina Turner Karen Watson Beth Welsh Leon Wheeler Allison Wilkinson Ted Williams Vikki Williamson Donna Wooddell Barney Woods Dorothy Young John Young

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Georgia Summit
MODERATORS

Albany State University
Erwin Carrow Troycia Webb

Atlanta Metropolitan College Candace Perry

Augusta State University Lance Stuckey

Bainbridge College Scott Dunn

University System of Georgia

Daphene Blackmon Carla Blenk Marco Cestaro Jack Delinsky David Dickerson Lance Dowling Kristi Fuss Lisa Hernandez Lisa Kafati Diane Kirkwood Debbie Lasher Eloise Laster

Ray Lee Sharon Logan Kevin Marshall Beverly Norwood Annette Ogletree-McDougal Ken Payne Jeniffer Postell Wesley Rice Patrick Roessler Thomas Scheer Andrea White Vikki Williamson

Clayton State University
Sherene Collis Linda Corva Vickie Smith Leon Wheeler

College of Coastal Georgia Vickie Brian

Columbus State University
Valerie Alexander-Spicer Nicole de Vries

East Georgia College
Georgia Edmond Karen Jones

Fort Valley State University

Albert Calhoun Alfreda Hester Sharee Lawrence Johnny Nimes

Karen Watson

Gainesville State College
Rick Crain Stephanie Stahl

Georgia College & State University

Carla Asbell Matthew Buchanan Sallie Guy Dan Hann

Rose Murner

Georgia Gwinnett College David Robinson

Georgia Health Sciences University Janice Chancey

Georgia Highlands College

Sherri Beideck Sandie Davis Charlene Graham Nancy Kelly

Cynthia Parker Virginia Siler Kristi Stevens Elizabeth Weaver

Georgia Institute of Technology
Thomas Frese Zachary Hayes

Georgia Perimeter College
Mark Elliott Carla Torkelson Bethaney Willis

Georgia Southern University Robin Mock

Georgia Southwestern State University
Colette Long Jan Rogers Krista Smith

Georgia State University Jessica Key Shelly McDonald Corrin Sorteberg
Kennesaw State University Liza Harris Michelle McGinty
Macon State College Amanda Neff
North Georgia College & State University Steven Stubbs Charlotte Wade
University of Georgia Melody Kesler Shelly Wingfield
University of West Georgia Annelle Colevins Kimberly Jordan Kathy Kral Karen West
Valdosta State University Stanley Jones Alicia Roberson Karen Shepard Rosezella Ward

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SUMMIT STAFF

2012 SUMMIT STAFF

Conference Chair Marie Steed
Conference Services Beverly Arnold George Bond Deborah Shackelford Tracy Kent Kathy Meeler Karen Scoville

Conference Director Denise Samples
Program Committee Diane Burnette Marco Cestaro Selwyn May David Nisbet Karen Nunn Barry Robinson

Technical Support Coordinator Suzanne Colquitt

Technical Support Staff

Peter Anderson Jeff Evans

Jason Buffington Bruce Johnson

Jay Cotton

Ed Mariorello

Buz Dale

Andrew Waskiewicz

Save the Date
Georgia Summit 2013 Augusta
September 18 - 20

DOUBLE PLATINUM

PLATINUM

Georgia Summit
STRATEGIC PARTNERS
The Board of Regents of the University System of Georgia and InformationTechnology Services thanks all our sponsors for their generous support of Georgia Summit 2012.
Oracle engineers hardware and software to work together in the cloud and in your data center. With more than 380,000 customers in more than 145 countries around the globe, Oracle is the only vendor able to offer a complete technology stack in which every layer is engineered to work together as a single system. Oracle's industryleading on-premises and cloud-based solutions give customers complete deployment flexibility and unmatched benefits including unbreakable security, high availability, scalability, energy efficiency, powerful performance, and low total cost of ownership. www.oracle.com
ADP is one of the largest providers of business process solutions including human resources, payroll, and benefits to employers and public sector organizations around the world. ADP Employer Services helps organizations in every facet of the employment cycle from recruitment to retirement so you can focus on what you do best. www.adp.com
Ellucian, the new company formed by the combination of Datatel and SunGard Higher Education, helps education institutions thrive in a dynamic world. We deliver a broad portfolio of technology solutions, developed in collaboration with a global education community, and provide strategic guidance to help education institutions of all kinds navigate change, achieve greater transparency, and drive efficiencies. More than 2,300 institutions in 40 countries around the world look to Ellucian for the ideas and insights that will move education forward, helping people everywhere discover their futures through learning. www.ellucian.com
Evisions has been building great products and delivering fantastic service since 1998. Our products include Argos, an Enterprise Reporting Solution, and other solutions for payment processing, personal data transformation, proposal development, and document enhancement and distribution. We are passionate about working with our clients to find the best solution. We truly believe that it is great relationships that make all the difference. When you work with us, you are part of the Evisions team. www.evisions.com
The National Student Clearinghouse is the nation's trusted source for degree verification and enrollment verification and student educational outcomes research. More than 3,300 colleges and universities, enrolling over 96% of all students in public and private U.S. institutions, participate in the Clearinghouse. Only the Clearinghouse can offer FERPA-compliant access to a nationwide coverage of enrollment and degree records - encompassing more than 110 million students and growing. www.studentclearinghouse.org

SILVER

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BRONZE

Georgia Summit
STRATEGIC PARTNERS
Higher One is a leading company focused on helping college business offices manage operations and provide enhanced service to students. Through a full array of services, Higher One works closely with colleges and universities to ensure students receive Financial Aid refunds quickly, can pay tuition and bills online, make on-campus and community purchases, and learn the basics of financial management. Higher One provides its services to approximately 6.0 million students at distinguished institutions nationwide.
www.higherone.com
LANDesk works in partnership with our customers to reduce IT complexity, protect and manage assets, and enable IT organizations to provide a high level of service to their business. Our customer focus strategy is driven by the following core values: innovation, accountability, teamwork, and trust. Thousands of customers worldwide actively use our proven solutions for systems lifecycle management, endpoint security management, and IT service management built on our open Management Automation Platform.
www.landesk.com
McGraw-Hill Education is a content, software, and services-based education company, which draws on its more than 100 years of educational expertise to offer solutions that improve learning outcomes around the world. McGraw-Hill is the adaptive education technology leader with the vision for creating a highly personalized learning experience that prepares students of all ages.
www.mheducation.com
Nelnet Business Solutions (NBS) is committed to delivering superior technology and innovative business tools that improve services and reduce costs for higher education. This goal is accomplished by providing a suite of campus commerce solutions including eBilling and ePayment, actively managed tuition payment plans, cashiering, campus-wide commercemanagement,refunds,and more.NBSworkswithapproximately800educational institutions andtwomillionstudents and familieseachyear,helpingthemachievetheirgoals.
www.campuscommerce.com
Next Gen Web Solutions offers solutions in the scholarship, student employment and timesheets, and online forms and workflow management business areas. Next Gen Web Solutions is solely focused on providing solutions for higher education clients, collaborating to help them become more efficient, student success-driven institutions.
www.ngwebsolutions.com

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Georgia Summit
STRATEGIC PARTNERS

COPPER

Runner Technologies specializes in address verification, data quality solutions, and online course evaluation survey systems. Our CLEAN_Address software verifies, standardizes, and enhances your student and alumni postal addresses with real-time and batch processing in your SIS or CRM, eliminating unnecessary costs associated with inaccurate address data. SurveyDIG is our web-based course and instructor evaluation system for replacing paper-based evaluations and is seamlessly integrated with your SIS.
runnertechnologies.com
SkyBridge Global, Inc., founded in 1998 and based in Atlanta, Georgia, delivers full life-cycle ERP and Business Intelligence solutions to large and mid-sized government and commercial organizations and higher education institutions. As an Oracle Certified Gold Partner, SkyBridge customizes solutions for companies implementing or upgrading Oracle Fusion, Oracle EBS, PeopleSoft, and Ellucian Banner technology. Our end-to-end delivery model, along with proprietary enhancement products and tools (PayMatch), focuses on project consulting, support, development, and training. www.skybridgeglobal.com
Using leveraged negotiations and streamlined distribution processes, Software Resource & Services (SRS) strives to provide the University System of Georgia (USG) with software products and services at the best value: the least expensive price, the fastest delivery system, and the best customer service possible. SRS aspires to be the preferred point of contact for all USG software product and service needs. www.srs.usg.edu
For over 22 years, Strata Information Group (SIG) has been assisting colleges and universities with their information technology systems and initiatives enhancing services to students, faculty, and staff. With more than 300 clients across the US and internationally, SIG's experienced professionals provide leadership and guidance through IT functional and technical consulting, database administration, assessments, ERP acquisition and implementation, project management, business process analysis, and strategic planning enabling institutions to cost-effectively achieve their IT objectives. www.sigcorp.com
More than 700 colleges and universities rely on TouchNet to automate, streamline, and secure campus commerce transactions. Since 1989, we help institutions save, make, and manage money better by providing them with the broadest selection of commerce management software and services available to Higher Education. Today, TouchNet U.CommerceTM is the premier software solution for automating Business Office operations and enabling secure eCommerce throughout the campus enterprise. TouchNet sets the curve in efficiency, technology, and trust. www.touchnet.com

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Thanks
for a
Great Conference
See you next year!

2012 CONFERENCE ADDENDUM
STRATEGIC PARTNERS
COPPER
For over a decade, colleges and universities have relied on VB Consulting as a partner to implement ERP solutions. Headquartered in Atlanta, we service clients from Canada to California. Our consultants have years of experience from working with various governmental agencies. VB Consultants embody professional attitudes and a personal touch to provide quantifiable results!
vb-consulting.net
Desire2Learn is a dynamic global provider of innovative eLearning focused on enabling institutions and organizations to create teaching and learning environments that maximize human ingenuity and potential. Desire2Learn and its subsidiaries support more than eight million learners worldwide. Clients include K12, higher education, associations, governments, and other leading organizations.
www.desire2learn.com

2012 CONFERENCE ADDENDUM
WEDNESDAY
3:20 p.m. 4:10 p.m. CANCELLED Session Banner Roadmap; Lamar A/B Kari Branjord, Ellucian Session Addition Banner Algorithmic Budgeting; Lamar A/B Linda Neel, Ellucian
Come hear how the Algorithmic and Period Based Budgeting enhancement can assist you in reducing the number of budget groups you need! We discuss how to setup Period Based Budgeting and how you can utilize algorithmic rules to calculate the budget component amounts that are assigned to a student. We review the new forms, processes, and other features being delivered as part of this enhancement.
THURSDAY
9:30 a.m. 10:20 a.m. Session Not on Grid Argos Case Studies and Examples, Oglethorpe C Alice Levy, Evisions
CANCELLED Session Preparing for eTIME V6.3: How the eTIME Upgrade Will Impact Me; Lamar A/B Vikki Fitzgerald, ADP
Session Addition eTIME Historical Edits When and How to Use Them; Lamar A/B Vikki Fitzgerald, ADP
Historical edits are pay code edits performed to an employee record in a signed-off pay period. Once a timecard is signed off, you should only make adjustments through Historical edits. In this session, you learn how to apply Historical edits that affect accrual and/or Retroactive Pay Calculations for an individual or group, and see how to apply adjustments in the current or a future pay period.

THURSDAY
2 p.m. 2:50 p.m. CANCELLED Session 2013 Benefits Premium Payment and Carrier Enrollment Process; Estes B Jeanine Graham and Billy Spear, ADP
Session Addition What's EGWP? Employer Group Waiver Plans for Medicare Eligible Retirees; Estes B Karin Elliot and Tom Scheer, University System of Georgia
In this session, practitioners learn more about the new EGW Plan for the BCBS Open Access POS and FAQs regarding implementation for Open Enrollment 2013.

Dessert Bar and Social Event

Thursday, September 20, 2012

Oglethorpe Ballroom

Music By:

8 to 10 p.m.

Southern Knights Mobile Entertainment

Mini Desserts and Chocolate Fountain Present Your Blue Tokens for Beverages Sponsored By:
Door Prizes at 9:45 p.m. You must be present to win!

You're Invited to Solve a Mystery!

Wednesday, September 19, 2012 8 p.m.
Oglethorpe Ballroom

It's the late 70s and the Cold War is in deep freeze. Two rival tech companies are fighting for a new military contract to produce a device to talk to anyone anytime anywhere. The loser puts their secret up for sale, and everyone from governments down to street hoods wants it. Spies and double agents covertly struggle while the media exposes an ambassador's affair with a general's wife and a dead bellhop is found in his limo. Everyone's on a mission, but who will succeed first?

What's more fun than solving a mystery? Being PART of one! Representing a character in the story, teams of players at their dinner tables are given clues from which they must figure out WHO did the crime, HOW they did it, and WHY! The culprit lurks among you, so watch out for an escape attempt! There are even poisonous clues, but don't worry! You'll have the Cluemaster to guide you through this hour of fun.

Present Your Green Tokens for Beverages

Sign up to participate in this interactive theater event at the conference registration table when you register or anytime during Wednesday's sessions. No acting necessary, unless the mood or pose strikes you!
Presented by Zowie Entertainment

Sponsored By: