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, April 7
General Session - Keynote
Speaker 8:45 am - 9:45 am
“Millennials on Campus” Neil Howe
The newly released Millennials Go to College: 2nd
Edition, Millennials Go to College, Gen-Xers,
Generations, The Fourth Turning. You’ve read the books,
heard the term “helicopter parents” (and dealt with them
in person!) Now you have the opportunity to hear from
the man who coined the term and wrote the books. NACCU
is pleased to welcome Neil Howe as the 2008 keynote
speaker.
Neil
Howe is a historian, economist, and demographer—and also
a best-selling author and national speaker. Neil is
perhaps America’s foremost authority on generational
change and has coauthored many books about the
collective personalities of today’s generations—who they
are, what motivates them, and how they will shape
America’s future. These books include Generations,
13th-Gen, The Fourth Turning, and Millennials Rising.
Educational Breakout Sessions 1
11:15 am - 12:15 pm
“Small School, Big Card System,
Growing Pains?” (Be) Dan Sullivan & Douglas Stanley, Catawba
College
Review the experience of a small college that purchased
a new card system. We’ll share the timeline and steps
taken to evaluate system needs, resource allocation, and
personnel involved in expanding services. We will also
offer examples of critical components including who
should be selected for the committee to review system
needs, implementation technical specifications and
commonly overlooked details, and the resources and
personnel needed to fully integrate a system.
W.
Dan Sullivan, Jr. is Dean of Students at Catawba
College. Dan is responsible for most areas of student
life on campus including the campus card system. Dan
earned a BA in History from the University of North
Carolina at Wilmington, a M.Ed. in Higher Education from
the University of South Carolina, and is currently
completing requirements for a Ph.D. in Curriculum and
Instruction at the University of North Carolina at
Greensboro.
Douglas
Stanley is a Programmer/Analyst in the Catawba College
Computer Services Department. He assists with the
business process for Catawba’s Admissions and Student
Affairs offices and administers the Blackboard One Card
Program. Douglas was the project manager responsible for
Catawba’s Blackboard Universal Edition implementation.
Douglas earned a BS in Information Systems from Catawba
College and an MS in IT & Management from UNC
Greensboro.
“Automating Off-Campus Merchant
Solutions” (B) Joel Weidner, Pennsylvania State
University
Since Penn State started an off-campus merchant program
three years ago, the program has grown tremendously. On
a typical weekday the id+ program settles sales with
over 120 different merchants. In order to efficiently
handle the high volume of transactions and offer a daily
settlement option, the University created the LionCash+
Settlement system which automates much of the record
keeping and payment activities, including paperless
statements and ACH deposits directly to merchant bank
accounts. The presentation will show how data is handled
from merchant acquisition, through the capture of
transaction data and the processing settlement payments.
During
Joel’s 25 years at Penn State he has managed the
acquisition, implementation, and support of many
automated systems. Currently, Joel is responsible for IT
and card systems for Housing and Food Services, the
Bryce Jordan Center, the Penn State id+ program,
Document Services, Transportation Services, Procurement
and Materials Management, and the University Airport.
Joel has a BS degree in Hospitality Management from Penn
State.
“Effective Campus Assessment:
Getting the Feedback You Need” (M) Kristy Vienne, Sam Houston State
University The presenter will define and explain the purpose of
effective assessment as it relates to OneCard programs
and why assessment is needed in our industry. We will
demonstrate various instruments and programs that can be
utilized to gather participation, satisfaction, and
measure student learning outcomes on our campuses and
among our target markets. You’ll experience sample
instruments and assessment documents for each
participant to take back with them to their campus to
help develop their own assessment plans.
Kristy
Vienne is the Director of Bearkat OneCard Services at
Sam Houston State University. Kristy has worked in the
OneCard area for six years and has overseen many major
implementation projects, including development of a card
program from the ground up. Current projects include
development of an on campus declining balance program
and a full service student financial management center.
Kristy is pursuing her doctorate degree in Educational
Leadership.
“The Card Office Redefined:
Improving Student Services at Villanova” (T) Kathy Gallagher and John Bonass, Villanova University
What does a campus card system do? That’s entirely up to
you! Join us for a look at Villanova’s Wildcard
operations, and how we have reached beyond traditional
card office responsibilities to better serve our
students. Specific topics covered will include online
laundry reservations and payment, online student
orientation, and even a look at how we use our campus
card software to manage our basketball ticket lottery.
We will discuss what it took to launch these innovative
new programs, and how we worked with our vendor to
ensure success.
Kathy
Gallagher is Director of the University Card Systems
(Wildcard) where she is responsible for all technology,
infrastructure, and services for the campus card
program. She is a member of the CBord Strategy Council
and former member of Diebold’s User Group Board of
Directors. She also served as the Program Chair for the
DCSG 1998 conference. She has presented at NACCU, CBord
and Diebold Users’ Groups. Kathy received the 2007
CBord’s Above and Beyond Award.
John
Bonass is the manager of the Villanova University Campus
Card System; he oversees all aspects of the card
program, including product evaluation and development,
services and support. John joined Villanova in 1995 and
has been with the card office since 2002. In 2007 the
Villanova Card Office received CBORDs “Above and Beyond
Award”.
“Security for Your Carding System” (S) Ken Pimentel, George Washington University
How safe is the data on your server? What malicious
worms and viruses are your staff exposing themselves to
each day - and providing a back door into your system?
Hackers are always working to get to your data and you
need to protect your organization from this constant
threat. We will discuss the basics types of threats,
where you are most vulnerable, and what you need to do
to protect your system and its data.
Ken
Pimentel is Director of the GWorld Card Program at the
George Washington University. He has worked in higher
education for ten years providing support and analysis
for both distance-learning platforms (WebCT, Blackboard,
Prometheus) and university card systems. The GWorld Card
Program has over 470 security readers, 110 on and
off-campus partners and processes about 80,000
transactions through its system each day.
“Why Recycle? Eliminate Waste
with Uniprint and iMFPs” (G) Kevin Pickhardt, Pharos Systems
Find out what over 1000 campuses already know:
installing Pharos Uniprint and the new integrated
Multi-Function Printers (iMFPs) across your campus will
effectively eliminate the “Blue Bins” full of unclaimed
copy and print jobs that go from trees directly to
landfills without ever being used. Recycling is
yesterday’s answer. There is no reason your university
should be wasting so much paper. Pharos will give you
real-world know-how to prevent it.
Kevin
Pickhardt is the CEO of Pharos Systems International,
Inc. 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” (G) Brandon Lloyd & Monte Pederson,
Off-Campus Solutions
Today, many opportunities exist for colleges and
universities to build new or enhance an existing Off
Campus Commerce program. The reasons for doing this are
wide and varied but, the most universal answer is to
further enhance the quality of life for students during
their undergraduate or graduate experience. Please join
us to review the results of recent student focus groups
performed by Off Campus Solutions. Students voice their
opinions on what they like and don’t like about programs
across the country. Catch of glimpse of how effective
off campus programs operate.
Brandon
Lloyd is a VP for Off Campus Solutions, the Pennsylvania
based Off Campus commerce company that specializes in
developing comprehensive meal plan programs for higher
education. Brandon leads the business development
organization, which focuses on providing custom
off-campus spending solutions for declining balance and
meal plan accounts. He was a founding partner in Off
Campus Solutions.
Monte
Pedersen is a Senior VP for Off Campus Solutions, the
Pennsylvania based Off Campus commerce company that
specializes in developing comprehensive meal plan
programs for higher education. Under Monte’s leadership,
OCS has positioned itself to achieve significant growth
through three channels. His industry experience includes
thirty years of self-operated and contract dining,
conference center and facilities management--all within
higher education.
Educational Breakout
Sessions 2
2:00 pm - 3:00 pm
“Off-Campus is Calling. Are You
Ready to Answer?” (Be) John Patterson, Mercyhurst College
Prepare for and have the necessary knowledge to begin an
off-campus program. Equipment solutions and vendor
contract discussions will be covered as well as tips to
minimize start-up expenses. Installation of equipment
will be included as well as some technical insight for
quick fix solutions and supplies that can be made on
site.The session will focus on CBORD Odyssey as a
platform but Blackboard clients will also benefit.
John
joined Mercyhurst College in 1999 and was employed with
the Police and Safety Department. The college
consolidated their ID program and was John charged with
overseeing the new OneCard system. The OneCard program
quickly grew and in 2004 the college created a brand new
OneCard division. John was asked to take the reigns and
start this new office. John also serves on the CBORD
User Advisory Council representing Colleges and
Universities.
“How to Get Others to Pay for
Your Stuff” (B) Steve Heaslip, Babson College
In this session, participants will get tips and tricks
to get other departments on their campus to pay for or
at least to help support OneCard endeavors. Steve has
had numerous successes in having other departments
purchase new OneCard equipment and implement new systems
that benefit the OneCard Office. As many people feel the
pressure of tightening budgets, there are things to look
for in other departments, and we’ll go over those things
in this session. There is still hope for new
functionality for those of us with budget constraints!
Steve
Heaslip is the Manager of Auxiliary Services and Babson
OneCard, and has been at Babson College since 2003.
Since that time, he has streamlined the OneCard Office
and has incorporated it more into everyday life on
campus. Previously, he managed a small business for 10
years, and also, he is the father of six sons, so he has
plenty of experience stretching those dollars and
getting others to pay for his stuff.
“Card Program Performance - It
All Starts with Standards” (M) Jeff Nelson, Bowling Green State
University
Although the campus card industry has not yet
established performance standards, this session is a
precursor to that process and will describe recent
efforts including participation with the Council for the
Advancement of Standards or “CAS”. This presentation
provides an important foundation for a later session
that will explore potential performance measures for
campus card programs in a workshop format.
Jeff
Nelson is the Director, Enterprise Services, serving
over 25,000 Bowling Green State University students,
faculty and staff in northwest Ohio and responsible for
the Bookstores, BG1 Card Services and coordination of
divisional performance assessment efforts. He has worked
in higher education for 28 years in management and as a
corporate training manager and is currently pursuing a
PhD. in Higher Education Administration at BGSU.
“Transitioning from One System
to Another” (T) Lawrence Drees, University of Colorado -
Boulder
We will look at the project planning, installation,
timing and training issues associated with making the
move from one card system to another so 65,000 active
cardholders are impacted as little as possible. We will
present items to plan for and be aware of, if and when
your campus makes a system change of this size.
Larry
Drees has worked at the University of Colorado at
Boulder for the past 22 years. In 1989 he was hired by
Housing and Dining Services. In 1995, Larry was asked to
install and manage Housing’s new card access system. In
2006 Larry completed his MBA and converted the Boulder
Campus to its third card system in 11 years. Currently
Larry is the Campus Card Program Director working toward
a second masters in Management.
“Campus Debit Card Fraud: How
Safe is Your Program?” (S) Roundtable Discussion, 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. Join this
roundtable discussion where we will share experiences
and ideas for preventing and discovering opportunities
for fraud. 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 at AT&T
CampusWide as a Client Site Integrator. In 1997, she
accepted a position at NYU as Associate Director of
NYUCard Services. In 2000, she became Director of
NYUCard Services, and with her staff of two has marketed
the program, registered 160 off-campus merchants, and
has grown the program in other areas. The department
handles all financial opportunities associated with the
NYUCard.
“Increasing Card Office Service
and Visibility Through One Card” (G) Diane Smith, Bunker Hill Community
College
What if your students only needed one card while on
campus? What was once a pleasant fiction is now a
reality. Listen to Higher One Client Bunker Hill
Community College describe how the school was able to
improve the student experience on campus by offering one
card that can accomplish a variety of tasks. Students
now have a photo identification card which can be used
for entry into social events and campus buildings. The
card also provides students with a way to collect
refunds from the school, quickly and electronically so
they can make purchases wherever Debit MasterCard is
accepted!
Diane
Smith is President of the Massachusetts Commonwealth
Consortium of Libraries in Public Higher Education
Institutions and Director of the Library at Bunker Hill
Community College. She holds two master’s degrees; one
from the University of Massachusetts in Education
focusing on Instructional Design and another in Library
and Information Science from Syracuse University.
“Campus Cards and Integrated Security Solutions” (G) Read Winkelman & Imran Rahmani, The
CBORD Group, Inc.
Security is on the minds of students, parents, and
administrators everywhere. Is your campus card software
doing its part to improve student safety? Join us for a
discussion of the role the card office plays in security
operations, and the many ways in which integrating
campus card software with other peripherals improves
situational awareness. Technologies discussed will
include campus card software, access control, alarms
management, emergency mass notification, and intelligent
video.
As
Vice President of Sales for the College and University
market, Read manages the sales and account management
efforts for CBORD’s C&U product lines. Read’s team
handles CBORD’s card system, housing assignment, and
food and nutrition system product lines. Read has been
with CBORD since May of 1995. Read earned his BA in
Political Science from Carleton College in Northfield,
Minnesota.
Imran
is a 22 year veteran of the security industry, and spent
the majority of those years working in direct sales and
marketing for security integrators. His professional
experience includes the design, engineering and sales of
both simple and highly complex turn-key integrated
security system solutions. He holds CPP Certification
from ASIS and is a Partner Relationship Manager for NICE
Systems, Inc., a leading global provider of video
recording and management solutions.
Tuesday, April 8
Educational Breakout
Sessions 3
9:00 am - 10:00 am
“Basics of Cash Management”
(Be) Monica McVey & Peter Martinez,
University of Nevada, Las Vegas
Understand the basics of cash handling and financial
internal controls. We’ll cover: 1. Intro to cash
controls 2. Cash Register Management 3. Deposits
(attended, unattended and web) reconciliation 4.
Performing an Internal Audit and creating policies and
procedures.
Monica
McVey is a recent graduate of the Masters of Accounting
program at the University of Nevada, Las Vegas. She has
been a proud member of the team at the UNLV RebelCard
office since January 2006. During her employment there
she has worked to use the skills she learned to improve
the cash handling and accounting procedures at the
developing RebelCard office.
Pete
Martinez, the Manager of Business and Campus Card
Operations, deals with the day-to-day operations in the
RebelCard office, Pete moved here from Flagstaff a
little over a year and a half ago. At Northern Arizona
University, he worked in the campus card office for six
years, initially dealing with technology issues and,
eventually, running the daily operations. Pete started
working on his MBA at NAU and plans to complete his
degree here.
“An Administrator’s View of
Campus Card Programs” (B) Kathleen Ragan, Montclair State
University
The Campus Card Program can, and should, impact and
enhance every aspect of campus life by making it ever
more convenient, faster, and safer. We’ll discuss a
senior manager’s view of the card program to help card
managers and staff understand the broader importance and
expectations of card programs within the institution.
Tips on how card staff should communicate their
needs/concerns to their management will also be
discussed.
Kathleen
has been Associate VP for Student Development and Campus
Life at Montclair State University for the past 3 years.
Areas of responsibility include housing, dining, one
card, bookstore, campus cell phone and division
technology initiatives. She served on the Blackboard
Transaction System Board, including 2 terms as
President, and currently serves on the Blackboard
Presidential Advisory Committee and the NACCU Award and
Education Committees.
“CSI: Las Vegas” (M) Cindy Vetter, University of Northern
Colorado
In this presentation, we will discuss how we improved
the card program at the University of Northern Colorado
by adding a highly successful bank relationship and
continue to maintain over 90% participation through a
creative marketing approach and continual communication
between the university and our bank partner.
Cindy
Vetter is the Director of the UNC Card program and
Student Business Services at the University of Northern
Colorado, and started the program fourteen years ago.
She has 22 years of banking experience with an emphasis
in procedures and audit controls. Cindy is a graduate of
Midwest Business College, and also served six years on
the NACCU board, three as Chair. She also spent nine
years working on the conference committee for NACCU.
“Is Newer Always Better: Which
of the Hot New Technologies in ID are Ready for Your
Campus?” (T) Chris Corum, AVISIAN Publishing, CR80
News
This presentation will evaluate the state-of-the-art in
ID technology and initiatives that are in use worldwide
and are poised to make a run at the campus market. Some
will make, some won’t … but it is crucial that campus
card program managers stay ahead of the curve so that
they can see through the hype and make good decisions
for their institutions.
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.
“Virginia Tech: April 16, 2007
and the Days that Followed...” (S) Julie Wesel, Virginia Tech
Virginia Tech; April 16, 2007: a day to be remembered
... an opportunity to learn. It was a cold blustery
Monday morning snow flurries were flying. I swiped my
access card into the office at 8:01...What happened
after that has been reported, analyzed, criticized,
scrutinized and politicized. I will share with you what
I experienced that day and the days that followed. I
will talk about what we learned that day.
Julie
Wesel is currently System Manager for the Hokie Passport
office at Virginia Tech. After graduating from Virginia
Tech she managed food service operations at the Student
Union and in Dining Services prior to being charged with
the creation of the one card office in 1991. She has
served on the CBORD User Group Board of Directors and is
currently serving on the Strategy Council for CBORD
users.
“ID Works Software - What You
Might Be Missing” (G) Dan Olson & Aric Hay, Datacard Group
In this session, attendees and the speaker will discuss
multiple topics using Datacard® ID Works® identification
software to generate personalized cards. Attendees will
learn: Card Security – Enhancing your card design; Card
Designs – Tips and Tricks within ID Works; Databases –
How to Maximize; Alternative ways to use your card
system...and much more!
Dan
Olson has extensive 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 Plus Series card printers, ID Works
software and Tru Capture solution.
Aric
Hay is a software support engineer for all of the
Datacard ID software product lines. He is the ID Works
software expert and has technical experience with all
Datacard ID solutions. His current position provides a
unique perspective for the identification needs of the
college and university marketplace.
“Optimal Print Management in Education Environments
with Equitrac Express” (G) Equitrac
More information coming soon.
Educational Breakout
Sessions 4
11:00 am - 12:00 pm
“Setting Up a Winning Hand:
Getting Started in the Card Office” (Be) Jessica Mrozek, Palm Beach Community
College
Whether arriving at an existing location or establishing
a new card office, find out some important information
to help you be successful. The session will focus on key
steps a new administrator should take when stepping into
a new position. This includes learning about the card
industry terminology and trends. Take away a plan for
setting yourself up for success. It is not necessary to
reinvent the wheel when you can take advice from other
administrators who have been in the field and are more
than happy to assist.
Jessica
Mrozek is the Manager of the College Card Program at
Palm Beach Community College (PBCC). Prior to moving to
PBCC, Jessica was the Manager of the Campus Card Office
at Mount Union College. The Mount Union College Campus
Card Office was established in July 2003 with her
assistance. Jessica holds a bachelor’s degree in English
from Mount Union College and an MBA from Youngstown
State University.
“How to Negotiate... With
Vendors” (B) Bob Huber, Robert Huber Associates
Everyone negotiates something on a daily basis and fine
tuning this skill will provide both business and
personal benefits. What are the fundamentals and the
best ways to approach any negotiations? Why are
traditional “hard” and “soft” tactics loosing
strategies? What are the secrets of “Principled
Negotiations”? How can you achieve “win-win-win”
agreements with your vendors? How can RFPs and contracts
affect positive vendor relationships? Questions will be
encouraged in this interactive session taught by a
professional negotiator.
Bob
is a “vendor independent” Campus Card Consultant and
been a pioneer in the industry for over 25 years. His
background includes the startup of 50 Burger King
Restaurants and the implementation of over 200
management systems at colleges, universities,
healthcare, retail, and food service environments. He
has negotiated over $ 50,000,000 in contracts over his
career and is an author, industry analyst, media
resource, card technology expert, and frequent
conference speaker.
“Challenges for Wireless Access
in Colleges and Universities” (M) Derek Trimble, OSI Security Devices
What are the “do”s and “don’t”s when it comes to
deploying wireless acess control? We’ll review market
trends, challenges, and opportunities. Learn how you can
reduce costs, deploy rapidly, leverage alternate
communications paths, utilize IT as a partner, and
maximize existing infrastructure when working with
existing hardwired platforms, all while making the most
of the security budget.
Past
President OSI Security Devices / Now part of Stanley
Works, based in Chula Vista, California. Over 30 years
experience in the security industry, with a strong
background in Access Control. Has been a guest 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.
Understanding Advanced
Identification Technologies (T) David Stallsmith, ColorID, LLC
There has been a lot of discussion lately about cards
with chips in them, especially 13.56 MHz contactless
cards. This session will: define the terms of prox,
contactless and smart cards; give a brief explanation of
how these cards work; discuss the latest trends in
contactless cards and readers; give an update on the use
of smart cards and biometrics around the world; give you
tools that you can use to evaluate your current
card-based access control system infrastructure and
decide whether you should convert, migrate or wait.
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, including
Biometrics (IRIS and fingerprint readers), DESFIRE,
MIFARE, HID iCLASS, proximity and contact chip smart
cards, and card-based secure sign-on solutions.
“Security and Privacy Policy
Development” (S) Chris Martin, The Claremont Colleges
Plan an organized approach to developing security and
privacy policies for your institution. The Claremont
Colleges Information Technology Committee developed a
security and privacy gap analysis, and teh Card Center
was the “beta” department to test the efficiiency and
effectivement of the policy and guideline template. We
will share our experience on this project and will
provide a copy of our template.
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.
“Are We Having Fun Yet? How to
Incorporate Financial Literacy into
Your Campus Card Program” (G) Pamela Erwin, Wells Fargo
Many students haven’t learned how to balance a checkbook
or pay their bills on time, let alone manage their
personal finances. Join Pam Erwin, SVP, Corporate
Community Development and creator of Hands on Banking,
an innovative, web-based financial education program to
learn how your colleagues at other universities and
colleges incorporate financial education into their
Campus Card programs by teaching their students the
importance of financial responsibility in a FUN way!
Discover how virtual games, online tutorials, classroom
challenges and special events get students excited about
becoming financially successful!
Pamela
Erwin is Senior VP, Corporate Community Development for
Wells Fargo. She is the creator and program manager of
Hands on Banking®, an innovative, web-based financial
education program for teens and adults. In addition, she
oversees Volunteer Wells Fargo, the company-wide
employee volunteer program. Prior to joining Wells Fargo
in 1990, Pamela worked 20 years as a classroom teacher
and high school principal in Texas, Colorado and
California.
“Campus Card 360: Taking a
Systems Approach with Your Program” (G) Glenn Bottomly, Fargo Electronics, Inc.
Take a systems approach to your campus card program and
understand the importance of ensuring all stages of
campus card creation, processing, production, and usage
are managed and deployed in a controlled and efficient
manner. Ensure your college or university can minimize
costs, safeguard secure access and data handling,
maximize uptime, guarantee high print quality for
credential and brand integrity, and be able to handle a
comprehensive list of usage scenarios to ensure user
satisfaction.
Glenn
Bottomly, Ph.D. is the Director of Market Strategies for
Software & Solutions at HID Global. Prior to joining HID
Global, Bottomly spent 10 years at Lifetouch Publishing.
He earned a bachelor’s degree in marketing and speech
communications, a master’s degree in marketing and
strategic management and a doctorate in applied
management and decision sciences. He holds a U.S. patent
for the development of proprietary publishing software.
Educational Breakout
Sessions 5
2:00 pm - 3:00 pm
“Policy & Procedure
Development” (Be) Rita Schultz Gordon, Northern Michigan
University
Policy and procedure development is a necessary task
which most card office managers dread. The session will
focus on an overview of various policies and procedures
which participants can customize for their individual
needs. This session will review FERPA, disaster
recovery, cash handling, stored value fund, and meal
plan administration policies and procedures.
Rita
is Business Director of Auxiliary Services at NMU with
responsibility for Wildcat Express Card Operations,
financial reporting of auxiliary business lines,
operational benchmarking, and marketing programs. She
has initiated conversion to a new card transaction
system, formed a partnership with TCF Bank, and
implemented an auxiliary-wide financial data improvement
program. Rita holds a B.S., M.B.A. and is Ph.D.
candidate in Higher Education Administration.
“Time for a Change - Why?” (B) Ann Marie Powell, New York University
What happens when your division decides to change its
image and it affects your Card Program? Understand the
steps within the procedure and the impact. Understand
the steps within the procedure and the impact of steps
to have this happen within 8 months. This session will
look at the complete process selecting a marketing
company, focus groups, design change, and delivery.
Ann
Marie started her career in the card industry at AT&T
CampusWide as a Client Site Integrator. In 1997, she
accepted a position at NYU as Associate Director of
NYUCard Services. In 2000, she became Director of
NYUCard Services, and with her staff of two has marketed
the program, registered 160 off-campus merchants, and
has grown the program in other areas. The department
handles all financial opportunities associated with the
NYUCard.
“SRU Brings State of the Art
Innovation to Existing One Card System” (M) Beverly Lumley & Henry Magusiak,
Slippery Rock University
This past fall, Slippery Rock University enhanced its
existing one-card system and changed the way students
and employees pay for purchases. Every user received a
new ID card and contactless tag to affix to his/her cell
phone. Card readers capable of processing payments and
financial transactions through both media were added to
point-of-sale locations both on and off campus. How is
it going? Attend this session to find out.
Beverly
Lumley is System Administrator of the SRU One Card and
Rock Dollars Program at Slippery Rock University.
Beverly has worked with ID technology for 20 years and
is responsible for managing all aspects of the program
including daily operations, card production, technical
support and marketing. She served as project manager in
the implementation and installation of the system
expansion to include off-campus merchants utilizing RFID
technology.
Henry
obtained his BS in Finance from Slippery Rock
University. Henry is currently the Managing Systems
Engineer at SRU and oversees the ID office operations.
Henry has 15+ years of experience with the management of
data-related technical projects and was responsible for
the data integration of multiple systems into the SRU
Rock Dollars payment system.
“Will Today’s Campus ID System
Meet Tomorrow’s Needs?” (T) Jonathan Bowen, Digital Identification
Solutions
Learn the basic areas of student, staff and faculty
identification and permission solutions for campus-wide
systems such as access control, food services, library
check-out and financial services, and how scalable
software and hardware in the campus ID Badging Office
should be able to adapt to meet the growing needs for
data convergence and changing security requirements of
integrated systems from various sources.
Jonathan
is the Sales Manager at Digital Identification
Solutions, LLC, and travels the US and Canada helping
card issuers improve their printing processes, increase
output and enhance card security. Digital Identification
Solutions is a leader in both North America and abroad
in high-volume on-demand printing environments common in
universities, governments, airports and mass transit
applications.
“Elevating Your Card Program’s Campus Profile” (G) Tom Bell, Russ Carlson, & Jeff Staples,
Blackboard, Inc.
Position your card system as an integral part of your
campus’s overall technology solution by understanding
how your program supports the mission of the university
and adds meaning to the efficient and effective delivery
of a variety of student support services. As part of
this presentation, tactical tips and ideas will be
provided to help keep your mission critical campus card
solution “near and dear” in the minds of senior campus
administrators.
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.
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.
Jeff
Staples is the Senior Director, Marketing and Business
Development at Blackboard. Responsibilities include
management of the Commerce Suite marketing and business
development efforts, including advanced ID technology
initiatives. Prior to Blackboard Jeff spent over fifteen
years in the ID technology industry developing advanced
ID products, consulting in higher education and the U.S.
Department of Defense, and launched a leading
publication group.
“Way to Save a Million Dollars”
(G) Bonnie Carlson & Temple Richardson,
Wachovia
This session is designed to educate and motivate all
consumers about savings - both short term savings such
as emergency funds, and long-term savings, such as
retirement and college savings. Most Americans are not
saving enough and there are common barriers to saving,
according to a recent survey by Wachovia and Consumer
Federation of America. Review case studies of
individuals who have saved $1 million plus those who
have saved smaller amounts. You can set your own savings
goals and calculate personal savings over time based on
what is realistic to you.
Bonnie
is the senior manager responsible for acquisition
strategies for Wachovia’s Retail Bank, including
Wachovia At Work, Campus Card and College/Student
strategies. Bonnie has worked for Wachovia for over 25
years and has a very broad background in retail,
mortgage and commercial banking, having held management
positions in each segment. Bonnie has extensive sales
management experience as well and has held many key
leadership roles throughout her career.
Temple
manages eight Campus Card Relationships as well as the
Student Segment for Wachovia. Four of her campus card
partnerships are successfully issuing Visa Check Campus
Cards. She currently manages Wachovia’s Campus Card
relationships with UNC-Chapel Hill, UNC-Greensboro, NC
State University, Elon University, North Carolina A&T
State University, Guilford College, Fayetteville State
University and North Carolina Central University.
Educational Breakout
Sessions 6
3:15 pm - 4:15 pm
“Developing Top-Notch Students
While Balancing the Bottom-Line” (Be) Karen Doyle, University of Kentucky
Student employees can be a critical component to your
card operation and it takes an intentional and focused
plan to succeed. Using the University of Kentucky’s
Student Assistant Program as a model we will identify
tools to develop, maintain and assess learning outcomes
to keep the students and your program on a winning team!
Topics will include creative budgeting, effective
training strategies, establishing and maintaining
accountability, and creating a community which supports
both operational and student employee needs.
Karen
Doyle is a Student Affairs Coordinator at the University
of Kentucky with oversight for the Office of Student
Involvement Student Assistant program and the WildCard
UKID Center. Responsibilities include the design and
implementation of a development based model of student
employment. With 19 years of experiences in Student
Affairs and an auxiliary based operation, Karen brings a
holistic perspective to student service delivery in the
higher education setting.
“Developing Effective Campus
Card Policies and Procedures” (B) Norman Grizzell, Clayton State University
Effective policies and procedures help define the
guidelines and operations of any successful campus card
program. This session will introduce you to the
essentials: why they are important, what needs to be
addressed, and the process of developing policies and
procedures. This session will also provide those with
mature programs the inspiration to review and update
their existing policies and procedures.
Norman
Grizzell is Associate Director of Auxiliary Services at
Clayton State University. He started at Clayton State in
1996 as manager of the card program, later working with
Blackboard in sales before returning to the university
in 2004. Norman has oversite for all Auxiliary units,
with direct management of the LakerCard program, which
is experiencing tremendous change as the campus converts
to a residential campus.
“Marketing Financial Services
Via Webinar” (M) Paul Carlisle, San Diego State
University
Establish an effective timeline when marketing financial
services to parents and students. Visualize webinar
application for online marketing at respective
organizations. Proceed with production of ADA compliant
webinar. A Webinar presentation and comments on specific
financial service descriptions. American Disabilities
Act (ADA) responsibilities, what software tools to use
for testing,and a description of due diligence
compliance ADA 508.
Paul
was SDSUcard’s project manager during ISO conversion and
U.S. Bank financial partnership implementation. He
coordinated on-campus branch location and direct funds
web transfer program for on campus debit use. Paul has
been with SDSUcard 9 years and San Diego State
University for 21 years.
“Parking for Profit, Convenience, and Control” (T) Brenda Saugstad, Milwaukee Area
Technical College
Looking for a way to provide cost-effective 24/7
unattended parking for pre-paid and per-use cardholders?
This session will provide attendees an example of uses
of card systems in non-traditional or vendor-designed
ways. Learn about creative, long distance reader
management using wireless communications, blending
dissimilar reader types for new uses. Gain additional
insight into maximizing the campus, contractor, and
vendor partnership for success.
Brenda
has served as the Coordinator of the Campus Card program
for the past six years at Milwaukee Area Technical
College, the largest technical college in the Midwest.
MATC consists of four campuses, serving over 50,000
commuter students. The campus card program was a new
concept for MATC and she has been involved since it
implementation and continues to help the program grow.
“Campus Banking: Beyond the ID
Card” (G) Caleb Davis, U.S. Bank
Understand U.S. Bank’s Campus Banking program and
determine how our unique ideas can provide a benefit to
your campus. Rethink the concept of campus banking as
you learn about updates and developments from U.S. Bank.
We will cover new innovations in our Campus Banking
program that have been tailored to make each partnership
a success.
Caleb
is a member of the U.S. Bank Campus Banking Team. He is
based out of Des Moines, Iowa and is responsible for
campus banking in Iowa, Minnesota, North Dakota, South
Dakota, Montana, and northern Wisconsin. Caleb manages
Campus Banking Partnerships with Iowa State University,
North Dakota State University, University of Minnesota,
Minnesota State University Moorhead, University of
Wisconsin-Stevens Point and University of Wisconsin-Eau
Claire.
“Wireless Network Alternatives
and Issues” (G) Jim Primovic, PERSONA
Explore the different types of radio frequency used in
wireless locking applications and the different types of
network architecture associated with wireless
frequencies involved in campus access control. These
include: ZigBee, WiMAX, 802.lla/b/g/n and 900MHz.
Jim
Primovic is the Sales Manager for PERSONA™. Jim has been
a part of PERSONA™ and ASSA ABLOY for over 5 years. He
has worked with major universities implementing
integrated IT solutions and policies in the area of
campus access control which includes student housing,
facilities, athletics and business offices.
Wednesday, April
9
Educational Breakout Sessions 7
8:30 am - 9:30 am
“All By Myself: The Stand-Alone
Readers” (Be) Sara Neer, Duke University
Vending, Copying, Uniprint, Snack & Food Machines. Come
join us in a lively discussion about the loneliest
readers of them all. For new and old, share your
stories and help the newbies keep from making the
mistakes that we all did! We'll discuss the readers,
usage, and the behind the scenes setup that needs to be
planned for these "lonely readers".
Sara
Neer has just recently joined the DukeCard Office at
Duke University as the Business Manager. Prior to Duke,
Sara was the Manager of the BuckID Card Center at Ohio
State University where she was in charge of card
production for 50,000+ students, faculty and staff, in
addition to the five regional campuses. She was also
responsible for Merchant reimbursement for over 200
locations that currently accept the BuckID.
“Maximize
Your Potential with Web-Based Applications”
(B) Shira Fogel, University of Alabama
Birmingham
Learn how the UAB CampusCard office utilizes a variety
of web-based self service and program management
applications in conjunction with our transaction system
(Blackboard UE) to serve a large student population with
a skeleton crew. Internal applications include lost card
log and notification, stored value deposit, daily
deposit management, and creation and management of
non-student accounts. Customer applications include
stored value and meal plan management and account
security (accessed through our home-grown online card
office) and customizable sales reports for on and off
campus merchants.
Shira
Fogel has served as the Business Officer for the UAB
CampusCard Program since its inception, overseeing card
program operations, program and policy development and
financial management. A graduate of the UAB MPA program,
Shira served in a variety of capacities in the
non-profit sector prior to going to work for her Alma
Mater in 2005.
“How Are We Doing? Developing Campus One Card
Performance Metrics” (M) Roundtable Discussion, Jeff Nelson,
Bowling Green State University
After briefly summarizing the basic concepts of industry
performance standards, this session will focus on the
development of performance metrics for campus one card
programs. These measures can be used to assess
individual program performance, compare against other
programs or industry-wide data, and can be used for
taking your program to the next level. The session will
be facilitated in a hands-on and highly participative
workshop format.
Jeff
Nelson is the Director, Enterprise Services, serving
over 25,000 Bowling Green State University students,
faculty and staff in northwest Ohio and responsible for
the Bookstores, BG1 Card Services and coordination of
divisional performance assessment efforts. He has worked
in higher education for 28 years in management and as a
corporate training manager and is currently pursuing a
PhD. in Higher Education Administration at BGSU.
“Are You PCI Compliant? Should
You Be?” (T) Jeff Davenport, University of Oklahoma
Users will be exposed to the definition of PCI
compliance, how it is relevant to campus card
administrators, and when applicable, how PCI compliance
is obtained.
Jeff
Davenport, OneCard System Manager, is known to most
students at the University of Oklahoma as “The OneCard
Dude”. Jeff started making ID cards at OU in 1987 and in
1995 he was the primary person for implementing the
Campus-Wide ID Card System. Jeff started as a
student-employee as the Bursar’s Office in 1978. He
earned a BBA in Accounting and Management at OU.
“Disaster & Recovery: A How-to Guide” (S) Ken Pimentel, George Washington
University
Being in the heart of Washington, DC, GW knows the
importance of being ready for emergencies. Protecting
our students is our number one objective. Based on this
premise we need to be able to maintain services in
extreme conditions. We will discuss the importance of
maintaining both business contingency and business
continuity plans, and specifically, what GWorld did to
ensure a rapid recovery from any event. What you learn
from this session will help you to protect both your
system and your campus community.
Ken
Pimentel is Director of the GWorld Card Program at the
George Washington University. He has worked in higher
education for ten years providing support and analysis
for both distance-learning platforms (WebCT, Blackboard,
Prometheus) and university card systems. The GWorld Card
Program has over 470 security readers, 110 on and
off-campus partners and processes about 80,000
transactions through its system each day.
“Current and Future Card
Technologies” (G) Mark Doi, HID Global
A non-proprietary look at the advantages & disadvantages
of current and future card technologies. The strengths &
weaknesses of several different contactless technologies
will be covered. Transition motivators and
anti-counterfeiting techniques will also be discussed.
Mark
is the Director of End-User Sales, Education Market for
HID Global, the world’s leading provider of access
control readers and contactless cards. Mark has worked
for over 10 years for companies that service and support
the university market.
Educational Breakout Sessions 8
9:45 am - 10:45 am
“Points to Remember - Planning
a New Card Program” (Be) Lillian Gallegos-Martinez, University of
Texas at El Paso
We’ll facilitate ideas on important topics that need to
be touched on when planning a new card program, and will
provide insight on topics when implementing a new card
program.
Lillian
Gallegos-Martinez has 10 years of carding experience.
Currently she is the Director of Campus Card Operation
at the University of Texas at El Paso. She is
responsible for identifying and implementing
technology-based, efficient card services with emphasis
on customer service that promote financial and
administrative services. Lillian holds an MBA from Our
Lady of the Lake University and a BBA in Accounting from
the University of Texas at San Antonio.
Dr.
Victor Pacheco serves as the Assistant VP for Finance
and Administration at the University of Texas at El
Paso. He holds Doctorate of Philosophy, Masters of
Business Administration, and Bachelors of Accountancy
degrees from New Mexico State University and has over 25
years of higher education experience in finance and
administration. He has served on the Board of Directors
of the Western Association of College and University
Business Officers.
“The Magical Box: Getting the
Most Out of Your Card System” (B) Matthew Drummond, Duke University
This session will discuss how schools can use their card
system in unique ways to enhance their services. We will
provide demonstrations on how Duke has creatively used
the card system to improve business efficiencies for
projects such as The Inferno, the rewards based student
athletic booster club and the new bike sharing program,
Duke Bikes. We will also discuss the value of data
analysis and the important role the card system plays in
decision making for services on campus. We will also
encourage participants to share their own unique uses of
their card systems.
Matthew
is Director of the DukeCard Office at Duke University.
He joined the DukeCard Office in April 2002, and
previously he was Program Administrator for the Tiger 1
Card Office at Clemson University. He has made numerous
presentations at national and regional conferences
including NACCU, NACAS, Blackboard, Sequoia, Kioskcom,
SACUBO, and CAMEX. Matthew was the recipient of the 2006
NACCU/PERSONA Professional Development Award.
“Can Banking and Flexible
Spending Accounts Peacefully Co-Exist?” (M) Cindy Kellerman, Pennsylvania State University &
Deborah Finnegan, PNC Bank
Penn State has had a banking relationship with PNC Bank
as part of the ID program since 1996. In the fall of
2004 the University implemented a new flexible spending
account that targeted use both on campus and in
off-campus businesses. Initially there was some concern
that the two program components would be competing with
each other for business, but both programs are thriving
and growing. The presentation will look at both
programs, including the services provided, the markets
they are targeting, and measures of their success. We
will also discuss how Penn State and PNC Bank work
cooperatively to ensure the success of the program.
Cynthia
Kellerman, Manager of the id+ program, is responsible
for administration, budgeting, marketing, and planning
of Penn State’s card program. She has been instrumental
in many major projects, including transition from the
SSN to a PSU ID number, re-carding a population of
90,000+ cardholders, as well as implementation of an
online debit program, which has generated over $31.6
million in sales in its first three years and has over
300 participating locations.
Deborah
Finnegan, Vice President, University Banking, joined PNC
in 1997 and has been instrumental in the success of the
PNC University Banking Program. As a project manager,
she has been the liaison between the University, their
vendors and internal PNC departments to implement
banking, smart card, and ID card programs. She has
managed over 10 University card/banking systems,
including both public and private institutions.
“Wireless Alternatives for
Legacy Readers” (T) John Beckwith, Loyola Marymount University
There is a growing demand for wireless applications
around the campus. The need to provide ad hoc readers in
various new locations for various activities is growing
daily as use of the campus card becomes more widespread
and ubiquitous. There are a number of new wireless
options available, particularly handheld, but these all
require investing in new and generally expensive
technology. This session will discuss how LMU found a
way to leverage existing readers into wireless
applications for a reasonable cost. LMU is a Blackboard
school however much of the discussion could apply to
other systems as well.
John
joined LMU 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 70+off campus
locations. Prior to LMU John worked in several IT
environments and flew Helicopters prior to entering the
world of Computers.
Neil
Howe is a historian, economist, and demographer—and also
a best-selling author and national speaker. Neil is
perhaps America’s foremost authority on generational
change and has coauthored many books about the
collective personalities of today’s generations—who they
are, what motivates them, and how they will shape
America’s future. These books include Generations,
13th-Gen, The Fourth Turning, and Millennials Rising.
W.
Dan Sullivan, Jr. is Dean of Students at Catawba
College. Dan is responsible for most areas of student
life on campus including the campus card system. Dan
earned a BA in History from the University of North
Carolina at Wilmington, a M.Ed. in Higher Education from
the University of South Carolina, and is currently
completing requirements for a Ph.D. in Curriculum and
Instruction at the University of North Carolina at
Greensboro. 
Douglas
Stanley is a Programmer/Analyst in the Catawba College
Computer Services Department. He assists with the
business process for Catawba’s Admissions and Student
Affairs offices and administers the Blackboard One Card
Program. Douglas was the project manager responsible for
Catawba’s Blackboard Universal Edition implementation.
Douglas earned a BS in Information Systems from Catawba
College and an MS in IT & Management from UNC
Greensboro.
During
Joel’s 25 years at Penn State he has managed the
acquisition, implementation, and support of many
automated systems. Currently, Joel is responsible for IT
and card systems for Housing and Food Services, the
Bryce Jordan Center, the Penn State id+ program,
Document Services, Transportation Services, Procurement
and Materials Management, and the University Airport.
Joel has a BS degree in Hospitality Management from Penn
State. 
Kristy
Vienne is the Director of Bearkat OneCard Services at
Sam Houston State University. Kristy has worked in the
OneCard area for six years and has overseen many major
implementation projects, including development of a card
program from the ground up. Current projects include
development of an on campus declining balance program
and a full service student financial management center.
Kristy is pursuing her doctorate degree in Educational
Leadership.
Kathy
Gallagher is Director of the University Card Systems
(Wildcard) where she is responsible for all technology,
infrastructure, and services for the campus card
program. She is a member of the CBord Strategy Council
and former member of Diebold’s User Group Board of
Directors. She also served as the Program Chair for the
DCSG 1998 conference. She has presented at NACCU, CBord
and Diebold Users’ Groups. Kathy received the 2007
CBord’s Above and Beyond Award.
John
Bonass is the manager of the Villanova University Campus
Card System; he oversees all aspects of the card
program, including product evaluation and development,
services and support. John joined Villanova in 1995 and
has been with the card office since 2002. In 2007 the
Villanova Card Office received CBORDs “Above and Beyond
Award”. 
Ken
Pimentel is Director of the GWorld Card Program at the
George Washington University. He has worked in higher
education for ten years providing support and analysis
for both distance-learning platforms (WebCT, Blackboard,
Prometheus) and university card systems. The GWorld Card
Program has over 470 security readers, 110 on and
off-campus partners and processes about 80,000
transactions through its system each day.
Kevin
Pickhardt is the CEO of Pharos Systems International,
Inc. 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. 
Brandon
Lloyd is a VP for Off Campus Solutions, the Pennsylvania
based Off Campus commerce company that specializes in
developing comprehensive meal plan programs for higher
education. Brandon leads the business development
organization, which focuses on providing custom
off-campus spending solutions for declining balance and
meal plan accounts. He was a founding partner in Off
Campus Solutions. 
Monte
Pedersen is a Senior VP for Off Campus Solutions, the
Pennsylvania based Off Campus commerce company that
specializes in developing comprehensive meal plan
programs for higher education. Under Monte’s leadership,
OCS has positioned itself to achieve significant growth
through three channels. His industry experience includes
thirty years of self-operated and contract dining,
conference center and facilities management--all within
higher education.
John
joined Mercyhurst College in 1999 and was employed with
the Police and Safety Department. The college
consolidated their ID program and was John charged with
overseeing the new OneCard system. The OneCard program
quickly grew and in 2004 the college created a brand new
OneCard division. John was asked to take the reigns and
start this new office. John also serves on the CBORD
User Advisory Council representing Colleges and
Universities.
Steve
Heaslip is the Manager of Auxiliary Services and Babson
OneCard, and has been at Babson College since 2003.
Since that time, he has streamlined the OneCard Office
and has incorporated it more into everyday life on
campus. Previously, he managed a small business for 10
years, and also, he is the father of six sons, so he has
plenty of experience stretching those dollars and
getting others to pay for his stuff.
Jeff
Nelson is the Director, Enterprise Services, serving
over 25,000 Bowling Green State University students,
faculty and staff in northwest Ohio and responsible for
the Bookstores, BG1 Card Services and coordination of
divisional performance assessment efforts. He has worked
in higher education for 28 years in management and as a
corporate training manager and is currently pursuing a
PhD. in Higher Education Administration at BGSU.
Larry
Drees has worked at the University of Colorado at
Boulder for the past 22 years. In 1989 he was hired by
Housing and Dining Services. In 1995, Larry was asked to
install and manage Housing’s new card access system. In
2006 Larry completed his MBA and converted the Boulder
Campus to its third card system in 11 years. Currently
Larry is the Campus Card Program Director working toward
a second masters in Management. 
Ann
Marie started her career in the card industry at AT&T
CampusWide as a Client Site Integrator. In 1997, she
accepted a position at NYU as Associate Director of
NYUCard Services. In 2000, she became Director of
NYUCard Services, and with her staff of two has marketed
the program, registered 160 off-campus merchants, and
has grown the program in other areas. The department
handles all financial opportunities associated with the
NYUCard.
Diane
Smith is President of the Massachusetts Commonwealth
Consortium of Libraries in Public Higher Education
Institutions and Director of the Library at Bunker Hill
Community College. She holds two master’s degrees; one
from the University of Massachusetts in Education
focusing on Instructional Design and another in Library
and Information Science from Syracuse University.
As
Vice President of Sales for the College and University
market, Read manages the sales and account management
efforts for CBORD’s C&U product lines. Read’s team
handles CBORD’s card system, housing assignment, and
food and nutrition system product lines. Read has been
with CBORD since May of 1995. Read earned his BA in
Political Science from Carleton College in Northfield,
Minnesota. 
Imran
is a 22 year veteran of the security industry, and spent
the majority of those years working in direct sales and
marketing for security integrators. His professional
experience includes the design, engineering and sales of
both simple and highly complex turn-key integrated
security system solutions. He holds CPP Certification
from ASIS and is a Partner Relationship Manager for NICE
Systems, Inc., a leading global provider of video
recording and management solutions. 
Monica
McVey is a recent graduate of the Masters of Accounting
program at the University of Nevada, Las Vegas. She has
been a proud member of the team at the UNLV RebelCard
office since January 2006. During her employment there
she has worked to use the skills she learned to improve
the cash handling and accounting procedures at the
developing RebelCard office. 
Pete
Martinez, the Manager of Business and Campus Card
Operations, deals with the day-to-day operations in the
RebelCard office, Pete moved here from Flagstaff a
little over a year and a half ago. At Northern Arizona
University, he worked in the campus card office for six
years, initially dealing with technology issues and,
eventually, running the daily operations. Pete started
working on his MBA at NAU and plans to complete his
degree here. 
Kathleen
has been Associate VP for Student Development and Campus
Life at Montclair State University for the past 3 years.
Areas of responsibility include housing, dining, one
card, bookstore, campus cell phone and division
technology initiatives. She served on the Blackboard
Transaction System Board, including 2 terms as
President, and currently serves on the Blackboard
Presidential Advisory Committee and the NACCU Award and
Education Committees. 
Cindy
Vetter is the Director of the UNC Card program and
Student Business Services at the University of Northern
Colorado, and started the program fourteen years ago.
She has 22 years of banking experience with an emphasis
in procedures and audit controls. Cindy is a graduate of
Midwest Business College, and also served six years on
the NACCU board, three as Chair. She also spent nine
years working on the conference committee for NACCU.
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. 
Julie
Wesel is currently System Manager for the Hokie Passport
office at Virginia Tech. After graduating from Virginia
Tech she managed food service operations at the Student
Union and in Dining Services prior to being charged with
the creation of the one card office in 1991. She has
served on the CBORD User Group Board of Directors and is
currently serving on the Strategy Council for CBORD
users.
Dan
Olson has extensive 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 Plus Series card printers, ID Works
software and Tru Capture solution.
Aric
Hay is a software support engineer for all of the
Datacard ID software product lines. He is the ID Works
software expert and has technical experience with all
Datacard ID solutions. His current position provides a
unique perspective for the identification needs of the
college and university marketplace.
Jessica
Mrozek is the Manager of the College Card Program at
Palm Beach Community College (PBCC). Prior to moving to
PBCC, Jessica was the Manager of the Campus Card Office
at Mount Union College. The Mount Union College Campus
Card Office was established in July 2003 with her
assistance. Jessica holds a bachelor’s degree in English
from Mount Union College and an MBA from Youngstown
State University. 
Bob
is a “vendor independent” Campus Card Consultant and
been a pioneer in the industry for over 25 years. His
background includes the startup of 50 Burger King
Restaurants and the implementation of over 200
management systems at colleges, universities,
healthcare, retail, and food service environments. He
has negotiated over $ 50,000,000 in contracts over his
career and is an author, industry analyst, media
resource, card technology expert, and frequent
conference speaker.
Past
President OSI Security Devices / Now part of Stanley
Works, based in Chula Vista, California. Over 30 years
experience in the security industry, with a strong
background in Access Control. Has been a guest 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. 
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, including
Biometrics (IRIS and fingerprint readers), DESFIRE,
MIFARE, HID iCLASS, proximity and contact chip smart
cards, and card-based secure sign-on solutions.
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.
Pamela
Erwin is Senior VP, Corporate Community Development for
Wells Fargo. She is the creator and program manager of
Hands on Banking®, an innovative, web-based financial
education program for teens and adults. In addition, she
oversees Volunteer Wells Fargo, the company-wide
employee volunteer program. Prior to joining Wells Fargo
in 1990, Pamela worked 20 years as a classroom teacher
and high school principal in Texas, Colorado and
California. 
Glenn
Bottomly, Ph.D. is the Director of Market Strategies for
Software & Solutions at HID Global. Prior to joining HID
Global, Bottomly spent 10 years at Lifetouch Publishing.
He earned a bachelor’s degree in marketing and speech
communications, a master’s degree in marketing and
strategic management and a doctorate in applied
management and decision sciences. He holds a U.S. patent
for the development of proprietary publishing software.
Rita
is Business Director of Auxiliary Services at NMU with
responsibility for Wildcat Express Card Operations,
financial reporting of auxiliary business lines,
operational benchmarking, and marketing programs. She
has initiated conversion to a new card transaction
system, formed a partnership with TCF Bank, and
implemented an auxiliary-wide financial data improvement
program. Rita holds a B.S., M.B.A. and is Ph.D.
candidate in Higher Education Administration.
Beverly
Lumley is System Administrator of the SRU One Card and
Rock Dollars Program at Slippery Rock University.
Beverly has worked with ID technology for 20 years and
is responsible for managing all aspects of the program
including daily operations, card production, technical
support and marketing. She served as project manager in
the implementation and installation of the system
expansion to include off-campus merchants utilizing RFID
technology.
Henry
obtained his BS in Finance from Slippery Rock
University. Henry is currently the Managing Systems
Engineer at SRU and oversees the ID office operations.
Henry has 15+ years of experience with the management of
data-related technical projects and was responsible for
the data integration of multiple systems into the SRU
Rock Dollars payment system. 
Jonathan
is the Sales Manager at Digital Identification
Solutions, LLC, and travels the US and Canada helping
card issuers improve their printing processes, increase
output and enhance card security. Digital Identification
Solutions is a leader in both North America and abroad
in high-volume on-demand printing environments common in
universities, governments, airports and mass transit
applications.
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. 
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. 
Jeff
Staples is the Senior Director, Marketing and Business
Development at Blackboard. Responsibilities include
management of the Commerce Suite marketing and business
development efforts, including advanced ID technology
initiatives. Prior to Blackboard Jeff spent over fifteen
years in the ID technology industry developing advanced
ID products, consulting in higher education and the U.S.
Department of Defense, and launched a leading
publication group. 
Bonnie
is the senior manager responsible for acquisition
strategies for Wachovia’s Retail Bank, including
Wachovia At Work, Campus Card and College/Student
strategies. Bonnie has worked for Wachovia for over 25
years and has a very broad background in retail,
mortgage and commercial banking, having held management
positions in each segment. Bonnie has extensive sales
management experience as well and has held many key
leadership roles throughout her career. 
Temple
manages eight Campus Card Relationships as well as the
Student Segment for Wachovia. Four of her campus card
partnerships are successfully issuing Visa Check Campus
Cards. She currently manages Wachovia’s Campus Card
relationships with UNC-Chapel Hill, UNC-Greensboro, NC
State University, Elon University, North Carolina A&T
State University, Guilford College, Fayetteville State
University and North Carolina Central University.
Karen
Doyle is a Student Affairs Coordinator at the University
of Kentucky with oversight for the Office of Student
Involvement Student Assistant program and the WildCard
UKID Center. Responsibilities include the design and
implementation of a development based model of student
employment. With 19 years of experiences in Student
Affairs and an auxiliary based operation, Karen brings a
holistic perspective to student service delivery in the
higher education setting.
Norman
Grizzell is Associate Director of Auxiliary Services at
Clayton State University. He started at Clayton State in
1996 as manager of the card program, later working with
Blackboard in sales before returning to the university
in 2004. Norman has oversite for all Auxiliary units,
with direct management of the LakerCard program, which
is experiencing tremendous change as the campus converts
to a residential campus.
Paul
was SDSUcard’s project manager during ISO conversion and
U.S. Bank financial partnership implementation. He
coordinated on-campus branch location and direct funds
web transfer program for on campus debit use. Paul has
been with SDSUcard 9 years and San Diego State
University for 21 years.
Brenda
has served as the Coordinator of the Campus Card program
for the past six years at Milwaukee Area Technical
College, the largest technical college in the Midwest.
MATC consists of four campuses, serving over 50,000
commuter students. The campus card program was a new
concept for MATC and she has been involved since it
implementation and continues to help the program grow.
Caleb
is a member of the U.S. Bank Campus Banking Team. He is
based out of Des Moines, Iowa and is responsible for
campus banking in Iowa, Minnesota, North Dakota, South
Dakota, Montana, and northern Wisconsin. Caleb manages
Campus Banking Partnerships with Iowa State University,
North Dakota State University, University of Minnesota,
Minnesota State University Moorhead, University of
Wisconsin-Stevens Point and University of Wisconsin-Eau
Claire.
Jim
Primovic is the Sales Manager for PERSONA™. Jim has been
a part of PERSONA™ and ASSA ABLOY for over 5 years. He
has worked with major universities implementing
integrated IT solutions and policies in the area of
campus access control which includes student housing,
facilities, athletics and business offices.
Sara
Neer has just recently joined the DukeCard Office at
Duke University as the Business Manager. Prior to Duke,
Sara was the Manager of the BuckID Card Center at Ohio
State University where she was in charge of card
production for 50,000+ students, faculty and staff, in
addition to the five regional campuses. She was also
responsible for Merchant reimbursement for over 200
locations that currently accept the BuckID.
Shira
Fogel has served as the Business Officer for the UAB
CampusCard Program since its inception, overseeing card
program operations, program and policy development and
financial management. A graduate of the UAB MPA program,
Shira served in a variety of capacities in the
non-profit sector prior to going to work for her Alma
Mater in 2005.
Jeff
Davenport, OneCard System Manager, is known to most
students at the University of Oklahoma as “The OneCard
Dude”. Jeff started making ID cards at OU in 1987 and in
1995 he was the primary person for implementing the
Campus-Wide ID Card System. Jeff started as a
student-employee as the Bursar’s Office in 1978. He
earned a BBA in Accounting and Management at OU.
Mark
is the Director of End-User Sales, Education Market for
HID Global, the world’s leading provider of access
control readers and contactless cards. Mark has worked
for over 10 years for companies that service and support
the university market.
Lillian
Gallegos-Martinez has 10 years of carding experience.
Currently she is the Director of Campus Card Operation
at the University of Texas at El Paso. She is
responsible for identifying and implementing
technology-based, efficient card services with emphasis
on customer service that promote financial and
administrative services. Lillian holds an MBA from Our
Lady of the Lake University and a BBA in Accounting from
the University of Texas at San Antonio. 
Dr.
Victor Pacheco serves as the Assistant VP for Finance
and Administration at the University of Texas at El
Paso. He holds Doctorate of Philosophy, Masters of
Business Administration, and Bachelors of Accountancy
degrees from New Mexico State University and has over 25
years of higher education experience in finance and
administration. He has served on the Board of Directors
of the Western Association of College and University
Business Officers.
Matthew
is Director of the DukeCard Office at Duke University.
He joined the DukeCard Office in April 2002, and
previously he was Program Administrator for the Tiger 1
Card Office at Clemson University. He has made numerous
presentations at national and regional conferences
including NACCU, NACAS, Blackboard, Sequoia, Kioskcom,
SACUBO, and CAMEX. Matthew was the recipient of the 2006
NACCU/PERSONA Professional Development Award.
Cynthia
Kellerman, Manager of the id+ program, is responsible
for administration, budgeting, marketing, and planning
of Penn State’s card program. She has been instrumental
in many major projects, including transition from the
SSN to a PSU ID number, re-carding a population of
90,000+ cardholders, as well as implementation of an
online debit program, which has generated over $31.6
million in sales in its first three years and has over
300 participating locations.
Deborah
Finnegan, Vice President, University Banking, joined PNC
in 1997 and has been instrumental in the success of the
PNC University Banking Program. As a project manager,
she has been the liaison between the University, their
vendors and internal PNC departments to implement
banking, smart card, and ID card programs. She has
managed over 10 University card/banking systems,
including both public and private institutions.
John
joined LMU 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 70+off campus
locations. Prior to LMU John worked in several IT
environments and flew Helicopters prior to entering the
world of Computers.