SESSION
DESCRIPTIONS AND SPEAKER BIOS
Quick Links:
Monday,
March 5
Session1
Session 2
Tuesday,
March 6
Session 3
Session 4
Session 5
Session 6
Wednesday,
March 7
Session 7
Session 8
Five
educational topic tracks + eight session slots = more choices
for you!
(Be)
Beginners
(B) Business
(M) Marketing and Innovations
(T) Technology
(S) Security
(G) Gold
Monday, March 5
11:15 am - 12:15 pm
Educational Breakout Sessions 1
“Customer
Service - Deal or No Deal” (Be)
Robin Coleman, University of Alabama
Customer service training is as important as any other training.
Many times it is assumed that employees know how to provide
excellent service. Some are better than others, but all
employees benefit from customer service training. In this
session, you’ll learn how to energize your employees, impress
your customers, and
improve positive word-of-mouth.
 Robin
Coleman has been with the University of Alabama for 17 years,
and serves as Off-Campus Representative for the University’s
Merchant Dial-Up program. She is point of contact for initial
inquiries, coordinates annual Merchant Dial-Up Bid Proposals
with purchasing, is on the review committee for bid responses,
trains merchants, collects and deposits annual merchant fees,
and creates and maintains audit records.
“ID Card
Program Standards and Benchmarking” (B)
Jörrun Liston, The University of Montana
Given the wide variety of card system applications,
organizational charts and budgets, can we collaborate to develop
a consistent and fair set of standards? Please join us for an
explanation and discussion as we build an instrument that could
serve as the springboard to card program classification and the
establishment of accurate standards and benchmarks.
 Jörrun
Liston has been the Director of the Griz Card Center at The
University of Montana since the program’s inception in 1993. She
is responsible for all aspects of the program including daily
operations, card production, technical support, budgeting,
accounting, marketing and development. Jörrun also serves on the
Student Affairs Assessment Council.
“Marketing... Now What?” (M)
Ann Marie Powell, New York University
So much goes into marketing a campus debit program. The longer
the program is operational the harder it becomes to increase
revenue and reach a wider audience. This session will look at
revenue opportunities, ways to jump start marketing of your
program, and evaluate the effectiveness of your marketing plan.
 Ann
Marie started her career in the card industry with AT&T
CampusWide as a Client Site Integrator. In 1997 she accepted a
position at NYU as Associated Director of NYUCard Services. She
was responsible for management of the Card Center, OneCard
System and daily operations, and assisted in development of the
plan for expansion of the system. Currently, she handles all
financial opportunities associated with the NYUCard.
“Flying
Through the Air... with the Greatest of Ease” (T)
Matthew Drummond, Duke University
This session will provide a case study of Duke University’s use
of wireless devices and will highlight real world examples where
wireless devices were used as a solution to previously
challenging situations, as well as live demos of new
enhancements and functionality. We’ll also discuss what future
technologies are being considered and how they would be deployed
for on- and off-campus use.
 Matthew
Drummond, Director of the DukeCard Office, has been with Duke
since 2002. He was previously Program Administrator at Clemson
University’s card office. He has been a member of the Onity
Education Advisory Council, Blackboard Transaction System User
Advisory Board, Blackboard Transaction System Product Advisory
Board, Pharos Systems Customer Advisory Board, and received the
2006 NACCU-PERSONA Professional Development Award.
“Security Master Plan” (S)
Brenda Hovden, Creighton University
Understand why a Security Master Plan in beneficial and evaluate
the role of card services in the effort. In the environment of
post-9/11 and pre “bird flu”, does a Security Master Plan make
sense for a campus and how does it impact the card office?
Distinguish the advantages of a unified approach, and identify
how the Security Master Plan delivers better customer service to
the community members.
 Brenda
Hovden is the Director of Card Services at Creighton University.
She started in the Dining Services Department of Luther College
when they implemented their first system in 1991. She has
participated in beta tests, advisory councils, and equipment
evaluations as a member of Blackboard’s User’s Board–Commerce
Suite system since 2002. Brenda has presented at NACCU, NACUFS,
NACUBO, and NACAS conferences.
“Campus
Banking: The Next Generation” (G)
Whitney Bright and Katherine Bradford, U.S. Bank
Participants will be able to rethink the concept of campus
banking as they learn about new developments in technology from
U.S. Bank. The session will provide an educational background on
the evolution of the "one card" concept as it relates to campus
banking. We will explore several different types of campus
banking programs and help participants assess their needs to
determine the type of program that is best for their campus
environment.
 Whitney
Bright is the Vice President of Campus Banking at U.S. Bank in
St. Louis, Missouri. She joined the bank in 1997 as the branch
manager servicing the University of Cincinnati. She has held
various management and sales positions in the Campus Banking
department for the past 5 years. She has over 12 years of
banking experience and holds a Bachelor of Science degree from
Indiana University.
 Katherine
Bradford is a member of the U.S. Bank Campus Banking Division.
She is based out of Milwaukee, Wisconsin and is responsible for
campus banking initiatives in southern Wisconsin, Illinois,
Indiana, and northern Ohio. Katherine manages the Campus Banking
partnerships with Case Western Reserve University, John Carroll
University, Marquette University, Northwestern University,
University of Akron, University of Wisconsin – Oshkosh, and
Wisconsin Lutheran College.
“My Off-Line
Experience: Transitioning from Metal Keys to Card Access” (G)
Jim Primovic, PERSONA and Steve Pasco, Lynn University
This solution became the foundation for a complete University
access and One Card solution that defined the future of access
control at Lynn. We will discuss why and how Lynn University
transitioned from metal keys to a fully integrated access
control, CCTV, Emergency Intercom, and One-Card Banking system.
The presentation will cover integrated systems policies and
procedures inherent with this solution, and the future of an
integrated housing platform. We will explain why choosing the
right solution pays dividends when it comes to add on services.
 Jim
Primovic is Southeast Sales Manager for PERSONA™ and has been
with PERSONA for over five years. PERSONA™ provides
High-Security Locksets to University facilities which consist of
off-line, intelligent, stand-alone, electronic locking systems,
utilizing magnetic stripe and Pin code technologies for
customized individual access.
 Steve
Pasco is the Campus Card Manager at Lynn University, Boca Raton,
FL., and holds the primary management responsibility for
security credentials and compliance, overseeing all campus One
Card, Photo ID, Commerce Transaction System, Card Access
Control, Closed Circuit Tele-video, Emergency Intercom,
Automated Event Management, Intrusion System Monitoring, Energy
Management, and ATM services.
Monday, March 5
2:00 pm - 3:00 pm
Educational Breakout Sessions 2
“How to
Order Your Campus Card Stock” (Be)
Lois Gamiel, Campus Cards by Lois Gamiel
Learn how to order I.D. or special event card stock. The session
will focus on design ideas, design compatibility with a video
image printer, 60/40 vs. straight PVC, how much space is needed
for a bar code, high energy mag stripe 2750 vs. 4000 oerstead
ratings. In a nutshell, you’ll get answers to all the questions
a card manager may have before beginning the card ordering
process.
 Lois
Gamiel is owner and president of Campus Cards by Lois Gamiel LLC,
a leading provider of blank and custom-printed card stock
(including prox cards) for ID and special event cards for
colleges and universities. Lois became involved in the card
industry in 1990, and in 1994, she joined AT&T CampusWide Access
Solutions, then became the Manager of Card Sales & Services at
Blackboard, Inc. in 2002. In January 2005, she formed CCLG.
“Writing a Business Plan that Works for Card
Offices” (B)
Alexander Herzog, University of Nevada, Las Vegas
Alex’s boss was on his case to create a business plan for the
campus one card office. He looked at a hundred software programs
and numerous examples of successful business plans but they
didn’t seem to fit in higher education. Instead, he took all the
good elements that seemed to fit from business plans, added some
student development into the mix, and developed a new type of
business plan he calls a “success plan”. Join Alex as he
discusses the highs and lows of creating a “success plan” and
how you can simply create yours.
 Alex
serves as Associate Director of Rebel Card Services for UNLV. He
supports his own endeavors in higher education through education
with an AA from Adirondack Community College, a BA in Labor
Relations from SUNY College at Potsdam, an MS in College Student
Personnel from Indiana State University, an officer’s commission
from the U.S. Army, and is finalizing an Educational Doctorate
in Educational Leadership from UNLV.
“Marketing
With Education - Build Your Usage Rate by Creating Knowledgeable
Customers” (M)
Bill Quain, Florida International Univ. and Joseph Corabi,
Ed.D.,
Immaculata Univ.
Here is a chance to make a real difference – for the students,
for your department, and for the university as a whole. Learn to
utilize practical, financial education to create new income
streams. Build usage rates by training incoming students, and
their parents, before they even get to your school! Make no
mistake about it, this is a marketing workshop. Bill and Joe
will give you step-by-step plans to jump-start your Campus Card
Program to new levels. Learn to use corporate partners for both
information and sponsorship.
 Bill
Quain, Ph.D. is the Coca-Cola Professor of Hospitality
Management at Florida International University. He is the author
of 13 books on marketing, personal finance and personal growth.
He has sold over 2 million copies of his books, in more than 20
languages. Bill travels extensively, as both a professional
speaker and a consultant.
 Joe
Corabi,
Ed.D. is a professor of Education at Immaculata University in
Pennsylvania. A former high school principal and college
football coach, Joe specializes in curriculum development. Joe
is co-owner of the consulting firm Association for Curriculum
and Educational Excellence. Bill and Joe are authors of the
book/DVD/CD program “Debit & Credit Cards 101 – a driver’s
education course for credit cards.”
“Using Self
Service Kiosks for Food Operation in a University Setting” (T)
William “Tom” Watkins, Emory University
The focus of the session will be how Emory University is using
Self Serve Kiosks in their fast food Operation, how they save
employee time, speed the food order process, improve student
satisfaction by reducing wait time, and adding revenues to the
operations. The presentation will provide a brief history, a
comprehensive overview and the capabilities of Kiosks.
Participants will be able to determine the benefits of Self
Serve Kiosks for their campus. Their function and benefits will
be discussed. Some of the functions and features will be
demonstrated. The audience will be asked to join in and share
their experience.
 William
T. Watkins is currently the Director of the EmoryCard office at
Emory University. Tom has been at the forefront of 1card
operations at Emory from it’s inception in 1991. He was
instrumental in the planning, implementation, and development of
the one card program from the ground up. Tom has more than 25
years experience in the University environment holding positions
in housing and Residence Life before moving into the 1card
arena.
“Offline
Access Control: A Different Animal” (S)
John Beckwith, Loyola Marymount University
What are the challenges of adding offline access control to your
one card and what can you do to improve integration of offline
access with online access and other uses of your card? Find out
why you should utilize access control, the differences between
online, offline, and metal key, and whether you should integrate
with your existing card and database. What are the software and
hardware issues? Does offline access control provide “real”
security? Obtain the answers to these questions and more as you
learn all about offline access control.
 John
joined Loyola Marymount University in 1997 and was charged with
starting up the OneCard system (in 4 short weeks.) The OneCard
system has grown to 350 locations on campus and 40+off campus
locations. Prior to LMU John worked in several IT environments
and flew Helicopters prior to entering the world of computers.
John also served on the NACCU Board of Directors for six years.
“A Secure ID
Card System - What Does it Really Take?” (G)
Dan Husfeldt, Datacard Group
Understand the basic fundamentals of what is needed for a secure
ID card program - and the start is a secure ID card system.
Participants will learn what to look for in secure ID software,
programs, printers, and solutions, as we focus on all aspects of
an ID system - the software, cards, printers, and capture
devices. In addition, you’ll learn what you can do to protect
your ID system.
 Dan
Husfeldt has over 10 years of sales and marketing experience at
Datacard Group working closely with the college and university
market. Datacard Group is a leading provider of college and
university identification solutions, including the SP Series
card printers, ID Works software and Tru Capture solutions.
“Sustainable
Print Management and Your One Card System” (G)
Chris Wyszkowski, Equitrac Corporation
As awareness and concern about the environment continues to
grow, university communities are committing to becoming more
environmentally responsible. This session will provide hard data
on the environmental and fiscal cost of print waste throughout
campuses today, and provide solutions to identify, measure, and
control print waste. Learn how your one card system will help
students access and pay for documents and eliminate waste.
 Chris
leads the Product Marketing, Marketing Communications, Sales
Engineering, and Product Management teams at Equitrac. Chris was
President and a founder of ICG Research, and led the company
from a local solution provider to a global expense management
supplier. He has more than 17 years experience as an executive
manager and software developer.
Tuesday, March 6
9:00 am - 10:00 am
Educational Breakout Sessions 3
“Starting a
Declining Balance Card Program from Scratch” (Be)
Chris Martin and Scott Sparrow, The Claremont Colleges
Plan the implementation of a debit card program, including
creating your business plan. Learn how to organize
implementation including what services to start with, marketing
on a small budget, going off-campus, and some of the successes
and obstacles encountered by The Claremont Colleges.
 Chris
was hired in 2000 by The Claremont Colleges as a Contract
Administrator and Director of Card Services. The college did not
have a one-card program at that point so he essentially started
from scratch. Chris obtained his B.A. in communication from the
University of Pittsburgh, and 13 years combined experience in
college foodservice at UC Irvine, and Harvard University.
 Scott
is System Administrator for the Blackboard system at The
Claremont Colleges. Prior to starting his position in January of
2006, he was a Shipboard Information Systems Manager with
Carnival Cruise Lines for six years. He holds a BS degree in
Finance and Management Information Systems from Northeastern
University. While attending college, he worked with the
Blackboard System on a part time contract basis at Harvard
University.
“Disaster
Recovery Plans: Why, When, and How” (B)
Kristy Vienne, Sam Houston State University
Be prepared for the unexpected! Do you understand the need and
importance of developing basic disaster recovery plans for
events such as office fire, flooding, area disasters, and
national disasters? You will leave this presentation with a
template for you to take back to your campus to prepare a plan
that fits your needs. Ideas will range from basic replacement of
ID equipment, card stock, etc. to the relocation of an entire
office due to destruction of facilities. Sample plans will be
provided for review.
 Kristy
Vienne is Director of Bearkat OneCard Services at Sam Houston
State University. She has overseen many major projects,
including development of a card program from the ground up.
Kristy received her Bachelor of Arts in business administration
and Master of Arts in student personnel services at Northwestern
State University. She is currently pursuing her doctorate degree
in Educational Leadership at Sam Houston State University.
“Mission
Possible: A Successful One Stop Card Office” (M)
Cindy Vetter, University of Northern Colorado
See how the University of Northern Colorado has consolidated
many different services into one area, giving students and
parents the ability to take care of business with “one stop”,
and has reduced expenses for other offices trying to set up
satellite locations, especially during fall openings. You’ll
learn how to expand your current card office into a successful
one-stop office for student services.
 Cindy
Vetter is currently Director of the UNC Card program and Student
Business Services at the University of Northern Colorado, and
started the program 14 years ago. Cindy graduated from Midwest
Business College, and has served as a trainer and conversion
speaker for 26 banking locations throughout Colorado. She served
six years on the NACCU board, three as the Chair, and spent nine
years working on the conference committee for NACCU.
“One Card -
Multiple Systems” (T)
Kathy Bordenski, University of Maryland, Baltimore
You’ll learn how to turn your One Card into a true One Card!
Learn how UMB integrated its One Card with multiple systems
including parking, building/door access, copy/print, laundry,
vending, bookstore, Campus Directory System, UMB System of
Libraries, Athletic Center, and BbOne purchases. Know what your
software is capable of before approaching other departments, and
learn how to get them to willingly participate and believe in
the project.
 Kathy
Bordenski is currently Assistant Director of Auxiliary Services
at the University of Maryland, Baltimore. She was responsible
for implementation of the UMB One Card on campus, including
integration of multiple systems into the program. She has been
with UMB since 1994 and joined
Auxiliary Services September, 2004. Kathy received her BS
degree from Frostburg State University.
“Contactless
Smartchip Technology - Facility Access” (S)
Diane Tatterfield, The University of Arizona
With Co-Presenters Chris Rizzetto, Dennis and Eric Peloquin, and
Steve Rogers
Learn about University of Arizona’s project planning process and
how to implement biometric contactless smartchip technology for
facility access on your campus. We will discuss communications,
beta testing and evaluation, integrators (software, hardware,
and facility planning), pilot program, and implementation.
 Diane
Tatterfield has been Assistant Director of the CatCard Office at
the University of Arizona for three years. She has an
undergraduate degree in Business Administration and a master’s
in Business Management. Diane is a retired Air Force Lieutenant
Colonel in Aircraft Maintenance, Logistics and Supply. Her
Project Management skills have served the university well, most
recently the contactless smartchip technology for facility
access.
 Chris
Rizzetto is the Sales Director, North America for SmartCentric
Technologies International Ltd. She has over 15+ years of sales,
project management, and systems integration experience, with 9
years specifically related to card system technologies, She
further brings “hands on” experience with the planning and
execution of mass card issuance events and off-campus merchant
programs. Chris holds a B.A. from Norwich University.
 Eric
Peloquin has a BS in Business Management from the University of
Arizona. He has been an integral part of the Amer-x management
team for the past eight years. He oversees all of our major
projects and is in charge of all integration programs. He has
developed the program at a major university to integrate the
various campus databases to interact on an instantaneous basis
with the access control hardware located across the entire
campus.
 Dennis
Peloquin has worked in the Life Safety/Security/Risk Management
arena for thirty-eight years. He has been active in various
professional associations like NFPA, ASIS, and NFBA, both on a
local and national level. He founded Amer-X Security in October
of 1987 to provide the education and commercial market with a
comprehensive level of technology to serve their security and
risk management needs.
 Steve
Rogers is a recognized expert on physical access control systems
and contactless smart card technology. He is the Vice President
Sales for Integrated Engineering, a leader in the contactless
smart card industry that specializes in the areas of physical
security, logical security, and border management. He is a noted
speaker on security technology topics including: “Integrating
Smart Card and Biometrics Technology” and “The Threat of Cyber
Terrorism”.
“What
Worries Top Campus Administrators” (G)
Russ Carlson & Tom Bell, Blackboard, Inc.
During the summer of 2006, several members of the Blackboard
Management Team visited dozens of campuses and spoke with key
campus executives in order to understand the issues and concerns
that are foremost in their minds. It is no coincidence that
these issues break down to four key areas. This session will
focus on the results of our research and how a comprehensive
campus transaction system could significantly contribute to the
resolution of each concern. If you want to see if your strategic
plan and operational direction is in alignment with emerging
student needs, this is a must attend session.
 Russ
Carlson oversees all aspects of the Blackboard Commerce Suite
business, including sales, marketing, services, support, product
development and partnership relationships. Russ joined
Blackboard in 2002 as a senior director for field operations in
the western USA and was most recently VP of sales for Blackboard
Commerce. He has over 20 years of experience in technology
including leadership within IBM Consulting and software
development at AT&T.
 Tom
Bell is Vice President of Industry Relations at Blackboard Inc.
Prior to this Tom served as Executive Director of Campus
Auxiliary Services, Inc. at SUNY Geneseo. He has conducted
dozens of seminars on ID technology, debit card systems,
electronic imaging, and other technologies for groups including
NACAS, NACCU, NACUBO, and Card Tech/Secur Tech. Tom was a
founding Director of NACCU as well as President / Board Chair
for 6 years.
“Card Fraud
and ID Theft” (G)
Michael D. Herr, Wachovia Bank
This session will offer a comprehensive look at card fraud and
ID theft. The session will be broken into two parts. Part one
will focus on fraudulent activity, how it occurs and how it has
evolved, what gaps/weaknesses due criminals exploit to commit
fraud, a historical review of the evolution of card fraud//ID
theft, the evolution of fraud, and the complexity of today’s
fraud. Part two will answer questions such as how consumers can
be protected from falling victim to fraudulent activity. Learn
practical measures you can employ to increase security and learn
how to protect your students, faculty and staff from card fraud
and ID theft.
Michael has over
16 years of experience in payment card transaction fraud.
Currently, Michael is a Vice-President at Wachovia Bank, where
he develops credit card fraud strategies. During his career
Michael has worked exclusively at large financial institutions
designing innovative fraud detection programs to control fraud
risk. Considered an industry expert, Michael regularly speaks to
various industry forums, relating to various aspects of fraud.
Tuesday, March 6
11:00 am - 12:00 pm
Educational Breakout Sessions 4
“The RFP
Process: Make’m Work for You” (Be)
Joseph Poole, The New School
Develop an RFP process that will produce clear and concise
objectives for your participants along with providing an avenue
for customized and complete responses. Learn to openly convey
your desires and needs clearly to the broad spectrum of Service
providers, and find out how to pre-qualify or disqualify
participants to make the process more effective and functional.
 Joseph
L. Poole is Director of Campus Card Services for The New School.
For the past 16 years, Joseph has worked in the card industry
within the corporate, government and higher education arenas.
Prior to joining The New School, he spent time as an Education
Solutions Consultant for Ingersoll Rand, and implemented and
administrated successful Card programs at St. John’s University
and Colby College.
“Off-Campus:
It Can Happen on a Small Campus” (B)
Jessica Mrozek, Palm Beach Community College
The session will focus on how it is possible for a small school
to start an off-campus program. We often see the bigger schools
with hundreds of locations and large resources to oversee such a
program. At Mount Union College, we have seen how even a few
vendors will be very well received by the students. This session
will get you started on a proposal for your administration and
learn the pros and cons of going off-campus and then allow you
to network with other schools that may be having similar
experiences.
 Jessica
Mrozek is Manager of the College Card Program at Palm Beach
Community College, and was at Mount Union College from 2000 -
2007 where she assisted in establishing the Campus Card Office
in July 2003. Jessica holds a bachelor’s degree in English from
Mount Union College and an MBA from Youngstown State University.
She previously worked in the field of public relations and
marketing.
“Setting Up a
Web-Based Card Management Site” (M)
Scott Brannan, Temple University
Learn about Temple University’s thought process regarding
features to include in our new Web-based management site. These
features include single sign-on (LDAP), accepting credit cards,
ACH transactions, displaying multiple account transactions, and
creating a cohesive look to blend with current university Web
sites. We’ll also discuss user feedback, questions, and the
learning curve with utilizing new features, as well as technical
aspects of transactions and setting up the reconciliation
process. You’ll be encouraged to look at your product offerings
and ask yourself what more could be provided to make the
customer experience better.
 Scott
Brannan is Assistant Director of the Access Card Office and
Diamond Dollar Program at Temple University. Scott has worked
with ID cards for the past three years, with experience in
finance and budget. Current projects include developing an
off-campus strategy for the Diamond Dollars Program;, initiating
digital photo acceptance for freshmen IDs, evaluating card
marketing opportunities, and finishing MBA coursework.
“Emerging
Campus ID Technologies” (T)
David Stallsmith, ColorID, LLC
Which ID products and systems are available? What other schools
are using these systems? How much do they cost? Are they
difficult to install and use? What impact will these
technologies have on our campus? Assess new technologies for
improving campus life and security, including biometrics.
 David
Stallsmith is Senior Product Manager for Advanced Technology at
ColorID. He works with manufacturers and customers to assist in
integration and application of new card-based identification
technologies. David has been involved with many technologies
over the past year, including Biometrics (IRIS and fingerprint
readers), DESFire, Mifare, HID iClass, proximity and contact
chip smart cards, and card-based secure sign on solutions.
“Service
Large Installations of Security Readers in a Timely Fashion” (S)
Ken Pimentel, George Washington University
GWorld created the GWorld Incident Response System (GIRS) to
allow for a single point of entry for all incidents, from
inception to resolution. The system provides metrics on reader
outages, including inception, response, and resolution time, and
allows supervisors to better manage incidents and their staff.
You’ll see how GW used a simple protocol involving Blackberries
and email groups to create a specialized notification system for
system and reader outages, enabling us to improve our response
times drastically.
 Ken
Pimentel is Director of the GWorld Card Program at the George
Washington University. He has worked in higher education for
eight years providing support and analysis for both
distance-learning platforms (WebCT, Blackboard, Prometheus) and
university card systems. The GWorld Card Program has over 450
security readers, 87+ on and off-campus partners and processes
about 80,000 transactions through its system each day.
“Offering
the Most in ONE - Our Experience with Banking, Refunds, and Our
Card” (G)
Sean Glass, Higher One, Inc.
Learn to identify features and benefits provided by working with
Higher One on your campus - based on the real world experience
of our clients. The discussion will focus on unique features,
customer support, and more. Learn first hand from Higher One
clients why the company is growing so quickly. Learning how
students can benefit from unique online banking features, how
refund management contributes to increasing card office service
and visibility, and more!
 Prior
to founding Higher One, Sean co-founded the Yale Entrepreneurial
Society and served as founding President. Within YES, he
provided the inspiration and leadership to lead the growth of
the organization from a small group of five to over 1,000
members. Sean is responsible for the planning, design,
production and release for all marketing campaigns within Higher
One. Sean graduated from Yale with a B.S. in Engineering
Sciences.
“Improving
Campus Life: Benefits of an Integrated Campus Card Program” (G)
Read Winkelman, The CBORD Group, Inc.
Learn how integrated information systems for campus card and
other auxiliary services can improve your campus’ bottom line,
retain students, and streamline operations. Understand the
financial, logistical, and personal benefits of a unified campus
auxiliary system through focus on various case studies, and
increase knowledge of offerings in campus card technology,
including one card systems, access control, electronic security
including DVR and CCTV, online ordering, back-of-house
foodservice management, student discount programs, and more.
 Read
is responsible for managing the college and university sales and
account management efforts for CBORD’s campus card systems and
housing management systems. Read’s team handles the Odyssey PCS,
CS Gold, Odyssey HMS, and Odyssey HMS Judicial product lines.
Read has been with CBORD since May of 1995. Read earned his BA
in Political Science from Carleton College in Northfield,
Minnesota.
Tuesday, March 6
2:00 pm - 3:00 pm
Educational Breakout Sessions 5
“Congrats...
You’re in Charge of the Card Office!” (Be)
Rita Schultz Gordon, Northern Michigan University
New card office managers face a variety of issues, ever
changing technologies, diminished funding, and in spite of all
this, they need to hit the ground running. Many times this
responsibility is added to the manager’s existing
responsibilities. How does a new card office manager balance the
needs of the card office, build an effective team, and tackle
challenges without burning yourself or your staff out? In this
session, you’ll understand manager functions of a card office,
“dos and don’ts”, and how to define roles and responsibilities
for your staff.
 Rita
Schultz Gordon is Business Manager of Auxiliary Services at
Northern Michigan University with responsibility for budgeting,
the Wildcat Express Card, Blackboard, and marketing. Prior to
joining NMU, she spent 15 years in the finance industry as a
marketing coordinator, equities trader, and stockbroker. Rita
holds a B.S., M.B.A. and is pursing a Ph.D. in Higher Education
Administration.
“The Secret’s
in the Encoding – and Then Some” (B)
Kirk Moore, University of Colorado at Colorado Springs
Chris Chippindale & Curt Marjaniemi, Ent Federal Credit Union
“The Task: Create a secure instant issue campus one card program
and build a new on-campus branch - all in 90 days!” Learn about
the 2006 partnership between the University of Colorado at
Colorado Springs (UCCS) and Ent Federal Credit Union in creating
the “Lion OneCard Program.” This includes an instant issue
OneCard, a new on-campus branch, and a new checking account
product developed just for the university. We will talk about
the unique encoding scheme designed for the OneCard and the
success of the partnership, including mutual efforts to promote
visibility for the program and maintain quality member service.
 Kirk
Moore is in charge of the one card system at UCCS. He has helped
develop the campus photo id system from a small in house
database in 1988 to a campus one card system in 2000 and now the
new ATM/Debit campus one card. Kirk has a Bachelor of Science
degree in Computer Science and has worked for the university’s
Information Technology for 18 years.
 Chris
was Ent’s project manager for the “Lion OneCard” Student ID/Visa
Check Card implementation at the University of Colorado –
Colorado Springs, coordinating the on-campus branch
construction, card design, and integration of the card’s
functionality between both parties processing systems. A
graduate of the University of Denver, Chris has over 7 years
with Ent and more than 15 years of financial services industry
experience.
 Curt
was Ent’s technical implementation manager on the “Lion OneCard”
Student ID/Visa Check Card project. He and his team were
responsible for working with their UCCS counterparts to
integrate existing and new vendor software and hardware, as well
as the design and development of custom code to support card
functionality. Curt is a Computer Science Engineering graduate
of Northern Arizona University.
“Zippy
Rewards: An Incentive Program for Campus Card Programs” (M)
Dean Goumas, University of Akron
Learn how to build an off-campus program in these modern times
when competition has increased to include not only other
companies wanting to run off-campus debit programs but also
banks offering debit cards that can be used everywhere. What are
the technical issues, the moral issues, marketing options, and
the costs involved? How do you interest the merchants in your
community to get involved? See what steps the University of
Akron has taken to answer these questions.
 Dean
Goumas has been Director of Auxiliary Business Operations at the
University of Akron since 1987. He is responsible for campus
card operations, vending, and retail stores, and has increased
Revenues by 45% through a combination of new operations and
increased marketing efforts. Dean received his B.S. in Hotel and
Restaurant Administration from Cornell University and is
currently obtaining his MBA at the University of Akron.
“IT Systems
and Processes Supporting the UNR ID Card” (T)
LeRoy Palinsky and Lauren Johnson, University of Nevada, Reno
Find out how UNR has supplemented their Blackboard card system
with additional systems and processes to integrate with and
enhance the system. You’ll learn how UNR has integrated the
loading and maintenance of information into the card system from
legacy systems and the data warehouse, and see computer
applications for student payments, memberships in programs, and
participation in events that have been developed to allow
departments to scan cards and retrieve pertinent information
that far exceeds what is available in the vendor’s reporting
tool.
 LeRoy
Palinsky has worked in the IT field for over 30 years, and is
currently a Software Development Manager at UNR. He started as a
graveyard data control clerk and worked his way up having held
almost every position in the profession. He has held senior
developer, manager, and supervisory positions in technical
support, application development and systems science. He
graduated from the University of Nevada, Reno with a BS in
Computer Information Systems.
 Lauren
Johnson holds a BS in Management Information Science from
California State University, Sacramento, with a minor in
Computer Science. After graduating, she worked as a
Programmer/Analyst in the IT Department at the University of
California at Davis, then as an Interface Developer for Sutter
Health for over 4 years. In May 2004 she joined the IT
Department at the University of Nevada, Reno where she develops
applications in ASP.NET.
“Wireless
Access Control in Universities: A Case Study” (S)
Derek Trimble, OSI Security Devices
Weigh the cost and convenience of traditional hardwired
solutions against the speed and reduced costs of a wireless
access control solution. Discussions will also cover when and
where wireless makes sense over hardwired systems and where
hardwired systems may still be the right choice, as well as
hybrid systems that share the benefits of both approaches.
 President
of OSI Security Devices based in Chula Vista, California. Over
30 years experience in the security industry, with a strong
background in Access Control. Past speaker at Cambridge
University on Macro Security Systems, Smart Card technologies to
the Latin American Banking Institute, and ISC forums in the US.
Written / co-authored articles in US security publications and
associated trade journals.
“How Secure
is Your Card Technology?” (G)
Dennis Caulley, HID Global
How secure are bar codes, magstripes, proximity chips,
contactless smart card and contact smart cards? We’ll discuss
what equipment and experience is necessary to defeat each
technology as well as a list of unfortunately common
implementation mistakes that severely reduce security. Assess
the likelihood of your card technologies being compromised.
 Dennis
Caulley, Vice President, AccessID, Inc., has been involved in
the card industry for over 30 years. He served as CEO and CTO of
Caulastics prior to joining AccessID and led groundbreaking work
in composite card formulation and contactless card
manufacturing. He is chair of the Application Profiles
subcommittee of the ANSI Card Durability Service Life Task
Force, and a Board Member of the DSA.
“The Fun of
Money: Adding Financial Services to Your Card Program” (G)
Leti Turnbull-Mason, Wells Fargo Bank
Making the decision to add financial services to your card
program is the first step you’ll take on the journey to add
greater functionality and increased benefits. You’ll gain an
understanding of how to successfully implement this type of
program and what you can expect along the way. We will walk
through a typical implementation and discuss the pitfalls,
rewards, timeline, marketing, and how to keep your momentum
rolling.
 Leti
Turnbull-Mason has over 20 years of marketing and product
management experience both on the client side and on the
advertising agency side. She has successfully developed and
implemented a wide range of integrated marketing programs for
both consumers and businesses. Leti currently is an
Implementation Manager working with university and bank partners
in the rollout and on-going marketing of campus card programs.
Tuesday, March 6
3:15 pm - 4:15 pm
Educational Breakout Sessions 6
“Card Access
101: The Card and Security (Be)
Fred Emery, General Meters Corporation
This session will identify all necessary components of a
comprehensive card access control system from electric strike to
mag locks to card readers and the network. Explore on-line vs.
off-line systems as well as wired vs. wireless. You’ll leave
with an understanding of what an access control system entails
and what it can do for your campus.
 Fred
Emery has been involved in the area of card technology for over
12 years. As Director of Card Services at Hofstra University in
New York Fred implemented the University One-Card System.
Presently Fred is part of the General Meters Corporation Systems
Marketing team. Fred also serves as manager of the General
Meters Corporation off-campus merchant program; assisting
campuses in expanding their card use to the merchant community.
“Budgeting
for the Real TCO of Your ID Issuance System” (B)
Ed Cochran, Digital Identification Solutions
Learn about factors to consider when budgeting for the true
Total Cost of Ownership (TCO) of your ID issuance systems,
including unexpected downtime and the potential adverse impact
on labor costs, typical planned and unplanned maintenance /
support costs, average equipment lifespan and related
depreciation, card supplies and card replacement costs, and
proper contingency planning. You’ll learn what you need to
consider to accurately budget for and operate your card office.
 Ed
Cochran entered the digital identification field in the late
1980s at Eastman Kodak, working in ID systems product and
project management, sales and marketing. Since 1996, Ed has
served as a senior manager at leading international
identification companies and is keenly aware of the budget
implications and operational considerations associated with
deploying and managing integrated campus-wide digital
identification systems.
“Uncle Sam
Wants You (and Your Campus) to Adopt U.S. Government Standards”
(T)
Chris Corum, AVISIAN Publishing / CR80News
Want to see the future of your ID card and system? Don't’ look on
campus, go to Washington and visit any of the federal government
agencies. A standard called FIPS 201 is definining how more than
40 million agency personnel use an interoperable, ultra-secure
ID card to access facilities and networks as well as
authenticate transactions. Think this won’t impact your campus?
Think again. Already police, fire and emergency personnel, and
some of the largest corporations in the world are migrating to
the technology. Find out what you need to know to be prepared -
and to benefit from - this rapidly approaching new wave in
secure ID solutions.
 AVISIAN’s
founder Chris Corum has worked on card technology and
alternative payment projects for more than fifteen years. He
participated in implementation of multi-function identity
programs for numerous clients. He led marketing efforts for a
leading smart card integrator and worked with both state and
federal governments on large-scale credentialing initiatives.
His masters and doctoral studies are in communication and
journalism.
“Wireless
Access Systems for Parking” (S)
Lucien Gastineau and Justin Mire, University of Louisiana,
Lafayette
This session is about deploying wireless access devices to
control the parking gates on campus using 900 mhz devices to
communicate from the building control points to the gates. You
will learn how to change the university access card technology to
ensure increased security and how to give the Parking
Administration the ability to control and analyze the parking
lot usage.
 Lucien
Gastineau is the Director of Cajun Card Services at the
University of Louisiana at Lafayette. The Cajun Card Services
department was created in Fall 2002. Prior to this, Lucien was
Director of Parking and Transit and Identification Systems for
23 years. He has a BFA and MA in Urban and Regional Planning
from the University of Louisiana at Lafayette.
 Justin
Mire is the Assistant Director of Cajun Card Services at the
University of Louisiana at Lafayette. He is a native of
Lafayette. He graduated from the University of Louisiana at
Lafayette with a BS in Electrical Engineering in 2001. He
became the Assistant Director of Cajun Card Services in July
2002.
“A Very
Perfect Storm: One Card System in 70 Days” (G)
Adam Thermos, Strategic Technology Group
The Super Fast-track, 70-day implementation, of the
Campus-wide One-Card and Security System for the College of
St. Rose in Albany, New York: ID production, Banner
auto-cascaded interfaces to ID and Access, ISO encoding,
proximity I-Class card stock, Integrated CCTV Surveillance, and
dining / vending interfaces – Summer/Fall 06.
 Dr.
Thermos founded Strategic Technology Group in 1989. He carries a
Magna Cum Laude Law Degree, a Cum Laude BA, MA in Criminology,
MA in Education, and Ph.D. in Criminology and Criminal Justice,
as well as military training as NATO Navy Cryptographer and
Electronic Countermeasures Specialist. He is the designer of
systems from Harvard, Brown, and BYU, and is designer for the
SUNY Schools and the Private Ivy League.
“Campus
Banking Partnerships... Piecing it All Together” (G)
Katy Thompson, St. Xavier University and Christina Perez, TCF
Bank
A campus banking partnership provides students, faculty, and
staff financial products and services through a very convenient
avenue - their ID card. Learn about the process for obtaining a
banking partner and creating a new card, and receive guidelines
on developing a timeline, how to ease the confusion of a
re-carding event, and how to obtain buy-in campus wide, so you
can build a partnership that creates positive cash flow as well
as opportunities for scholarships and sponsorships.
 Katy
Thompson serves Saint Xavier University as Assistant Dean of
Students & Director of Residence Life, overseeing a growing
residence life program that handles housing assignments,
facilities maintenance, orientation, judicial affairs and
community building for 720 residents. In her role as Assistant
Dean of Students, she co-chaired the implementation of SXU’s new
Cougar Card and was a key player in launching the banking
partnership with TCF Bank.
 Christina
Perez is the Area Manager for TCF Lakeshore Campus Banking
Division and has been a member of the TCF management team for
nine years. Ms. Perez is responsible for implementing new
marketing initiatives, ensuring all card office needs are met
and is involved with school events and activities. Ms. Perez is
also responsible for 30 retail branches in the West suburbs and
Chicago Regions.
Wednesday, March 7
8:30 am - 9:30 am
Educational Breakout Sessions 7
“Card Office
101” (Be)
Bill McGee, Clemson University
Using Clemson University’s Tiger 1 Card office as the example,
you will learn the basics for the operation of a card office and
the requirements to make it successful, from job descriptions
and organizational charts to customer service and technical
tips. You will leave with the foundation for a great card office
operation.
 William
McGee serves as
IT Projects Consultant, Division of Student Affairs. Previously,
he served as
Director of Tiger1 Card Services for
five years.
Now
in his newly created role, he will act as an IT Consultant
providing technical insight and project leadership for Student
Affairs development.
The Tiger 1 Card office manages over 650
online card readers utilizing a variety of applications
including POS, vending, off-campus debit program, facilities and
event access, laundry, web, print management, copying.
Previously, William served as Assistance Director for
Residential Computing at Clemson.
“Off-Campus
Year 2: Kicking it Up a Notch!” (B)
Donald Smith, University of Georgia
Join us for a look back at what was learned after the year one
off-campus experience. What worked and what needed work? Using
what was learned during the first year including what was
learned at the 2006 NACCU conference from other schools, you
will see how University of Georgia is “kicking it up a notch” in
their off-campus program for year two!
 Donald
W. Smith is the Department Manager for Bulldog Bucks, which
replaced an off-line system in July 2004. The program was
expanded to off-campus in April 2005. Donald began with the Food
Services department in 1988, then in 1998 he moved into his
current position where he has been overseeing integration of all
the different cards on campus to a single card. He presented at
the 2006 NACCU conference.
“Getting
Through Orientation” (M)
Eddie Waters, Northern Arizona University
Orientation should be the easiest and most enjoyable time of
your year! Explore ways in which your card office can work to
make orientation season helpful for all. Find out how to work
effectively with orientation leaders, parents and students, and
other departments. Learn how to get through the orientation
rush, manage the production of many cards in a short time, and
offer the best service possible.
 Eddie
graduated from Northern Arizona University in 2004 with a degree
in Business. He has been working with ID systems, as well as the
NAUCard office for the past 7 years. While at NAUCard Eddie has
been involved with numerous instillations and implementations of
new ID technologies. Eddie was given the task of heading the
department’s involvement in the University’s new student
orientation in 2004.
“Do You
Really Want to Type in Everything?” (T)
Michael Peele, Georgetown University
Georgetown University does over one million privilege
assignments per year. 95% of these are completely automated.
Parking, meal plans, and door access are all automatically
assigned based on department and job classification. Automation
of financial reports and creation of spreadsheets with data from
“canned” reports is also possible. Learn how to identify what to
automate and how it is possible to reduce labor and errors even
in processes that cannot be fully automated.
 Michael
Peele started his One-Card career at Marshall University, in
West Virginia. Under his guidance, the system grew from 20 to
200 devices. Three years later, in July 2001, he became the
Director of GOCard services at Georgetown University. The GOCard
system now has 700 on-line devices. Michael has a BS in
Electrical Engineering, and has just completed an MS in
Information Technology Management.
“Campus Debt
Card Fraud: How Safe is Your Program?” (S)
Ann Marie Powell, New York University
How do cardholders and merchants commit fraud using your debit
card program? Is your program really fraud-free? Probably not...
even your marketing efforts could be contributing to fraud
within your program. Learn to identify common Campus Cash fraud
steps used by those who intend to commit fraudulent activities,
and what you can do to stay ahead of those with criminal minds.
Ann
Marie started her career in the card industry with AT&T
CampusWide as a Client Site Integrator. In 1997 she accepted a
position at NYU as Associated Director of NYUCard Services. She
was responsible for management of the Card Center, OneCard
System and daily operations, and assisted in development of the
plan for expansion of the system. Currently, she handles all
financial opportunities associated with the NYUCard.
“Color Your
Campus with Pharos Embedded Technology!” (G)
Kevin Pickhardt, Pharos Systems
Color printing and copying are in high demand on university
campuses today, but the high cost of providing this capability
has kept most campuses from making color readily available. Not
anymore! Pharos Systems has built into Uniprint® 7.2 an
innovative set of Color Cost Controls and has embedded these
capabilities into exciting new integrated MultiFunction Printers
(iMFPs) from HP, Canon, and Lexmark. The results are
cost-effective and color cost-controlled iMFPs that can replace
your existing black-and-white printers and copiers without the
extra costs to drive your print and copy budget into the RED!
Pharos can help you “Color your Campus”! Stop by to hear how.
 Kevin
Pickhardt is the CEO of Pharos Systems International, Inc. Kevin
joined Pharos Systems as CEO in April 2001. Pharos Systems is
the recognized industry leader in providing enterprise print
asset management and cost-recovery solutions to both corporate
office and higher education environments. Kevin has an MBA from
the Simon Graduate School of Business at the University of
Rochester and a BA in Computer Science from Brown University.
“Off-Campus
Programs: Opportunities and Pitfalls” (T)
Ken Schwenke, Off-Campus Solutions and Karen Ehrlich, Sodexho
North America
This presentation will talk about not only the opportunities in
moving card and dining programs off campus but will also address
the growing regulatory and compliance risks brought about by new
legislation and interpretations of existing federal and state
banking and money transmitter regulations. Using data from
multiple university programs, Ken will address the opportunities
that moving a card or dining program off campus can allow, and
will provide you with a list of “do”s and don’t”s gained from
experience managing more than 40 such programs. You’ll leave
with a clearer understanding of ways to maximize your program -
and just as importantly - ways to ensure regulatory compliance.
 Ken
is a 1976 graduate of Syracuse University, and received his MBA
from the Fuqua School of Business in 1986. Ken formed the
Off-Campus Dining Network, Inc. in 2002. In 2005, Off Campus
Solutions was formed as a division of OCDN. In late 2006, Off
Campus Solutions became the sole and exclusive provider for
off-campus programs for Sodexho, the world’s leading food
service company.
 Karen
is a graduate of the University of Maryland and received her law
degree from the University of Virginia. She joined the Marriott
Corporation legal department in 1984 and was in-house counsel
for Marriott and Host Marriott Corp. before moving to Sodexho ,
Inc. in 2003. Currently, Karen is Assistant General Counsel,
supporting the Education Division (K-12 and Campus programs) for
Sodexho, the world’s leading provider of food and facilities
management services.
Tuesday, March 6
9:45 am - 10:45 am
Educational Breakout Sessions 8
“Summer
Orientations - Look and Feel Like a Pro” (Be)
Jean Spellacy, Minnesota State University, Mankato
Your summer orientation sessions can run smoothly and look
effortless and professional to those attending. Advance
planning and organization in the weeks prior are critical
steps. You will learn about organizing your space, planning,
training, promotions, and working with your banking partner to
maximize your income, and more.!
 Jean
Spellacy is the Campus Hub and MavCard Office Supervisor at
Minnesota State Mankato. The Campus Hub is the first point of
contact at the university for financial aid and billing
questions, parking permits, fines, transcripts, notary service,
etc. Jean has been with MSU since October of 1987, with the past
five years working in the Campus Hub and MavCard Office.
“Multi-Siting: New Source of Revenue” (B)
Mark McKenna, University of Vermont
In these days of limited and/or declining resources, find out
what the University of Vermont has done to creatively address
the needs of our students and use resources as efficiently as
possible by extending its card program to surrounding schools
and institutions. We will cover the planning and implementation
processes that went into the university’s decision, explain the
financial impacts to both parties, and the pros and cons of
making the decision.
 Mark
has managed the CATcard Service Center since inception in 1995.
He has served as a Board Member and Chairman for the Diebold
Campus Systems User Group and has done numerous presentations
and workshops for NACCU, NACAS and DCSUG. The CATcard Service
Center has a nationally recognized one card program and was
awarded the “Innovation Achievement Award” from the NACAS group
and the Diebold “Visionary Award”.
“Banks,
Beverages and Buses - Where to Take Your Card Program” (M)
Elisabeth Thomas, University of North Carolina at Greensboro
We’re all aware of the standard uses of the campus card, but new
and mature card programs can do so much more! From inception to
execution, you’ll see the implementation of three new projects
that involve the UNCG campus card, including a new partnership
with the city transit authority that allows students to ride
public transportation for free, creating Visa student ID cards
that allow students to access their bank accounts in addition to
the on-campus uses, and vending machines set up in the residence
halls that allow students to use their dining dollars to
purchase snacks and drinks.
 Elisabeth
Thomas joined the University of North Carolina, Greensboro card
office in 2002. Her responsibilities include strategic planning,
implementing new procedures and technology, and managing current
and new vendor relationships. Elisabeth received her MBA from
UNCG in 2006 and has served as Director of the FirstCard Center
for the past year.
“Online
Deposits, Payments, and More: the Carleton Way!” (T)
Keith Joyce, Carleton University
This session will describe how Carleton University integrated
the following processes into their CBORD CS Gold campus card
system: secure online deposits and payments; secure online
review of debit and meal plan transactions; secure deposits from
on-campus attended kiosks; seamless posting to the “Enterprise”
Chart of Accounts. Determine the feasibility of implementing
these solutions within your institution to enhance customer
service, improve reconciliation, reduce financial and data entry
errors, and eliminate unnecessary labor intensive “journal
entry” tasks within your card office.
 Keith
joined the Carleton community in 1998 and is responsible for the
infrastructure, system administration, Carleton-specific
application systems development and integration with our
Enterprise (Banner) System in support of the Campus Card System.
Prior to joining the Computing and Communications Services
Department his career spanned 30 years in the management of
information technology in both the public and private sectors.
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