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The 16th Annual Conference
will feature a variety of sessions from SEVEN Topic Tracks:
(Be)
Beginners
(B)
Business
(M)
Marketing
(S)
Security
(T)
Technology
(Tr)
Trends and Innovations
(G) Gold
Corporate Sessions
Monday,
March 9
Educational
Breakout Sessions 1
11:15 am
- 12:15 pm
“Working With Departments” (Be)
Brenda Saugstad, Milwaukee Area Technical College
If you are just beginning a card program or have a program that
needs to move forward, working with various departments on your
campus is necessary. This session will focus on the basics that
apply whether you are small, private, large or a technical
university or college. Identifying these departments and
nurturing these relationships will establish a smooth operation
on campus. By the end of the session, you will be equipped with
the knowledge of not only how to get departments involved, but
why it is important to get them involved to better serve the
campus community.
Brenda
is the Campus Card Coordinator at Milwaukee Area Technical
College. She is responsible for the campus card offices at four
campuses and oversees their daily operations. In the past year,
she was able to implement the use of wireless connectivity to
expand parking options for students. Brenda has earned a
bachelor’s degree from Concordia University and has completed
master’s degree work at the University of Phoenix.
“Card Design 102” (B)
Jonathan Weiss, Saint Peter's College
All card offices are routinely tasked with the responsibility of
coming up with a new card design. For some, you have to do this
every year, while others may have the same design for years and
wish they could change. This session isn’t about how to use your
card design software, or what technology to use, or what vendor
to choose, but you’ll walk away with new and fresh tips and
ideas on card design from the 2008 winner of NACCU’s Best Card
Design Contest.
Jonathan
has managed the OneCard office at Saint Peter’s College in
Jersey City since the program’s inception in 2004. He is
responsible for all aspects of the card program, including card
design, production, meal plans, access control, housing,
judicial, marketing, and an off-campus program. In 2008, the
OneCard was voted as the winner of NACCU’s Best Card Design
Contest. Jonathan has a BS in Computer Science from Rutgers
University and is currently pursuing an MBA.
“Working With Our Clients: Millennials and Their Helicopter
Parents” (M)
Kristy Vienne, Sam Houston State University
What makes many of the parents of the Millennial generation
“helicopter parents”? What is this generation looking for in
terms of products and services? How do we market to this
generation and their “helicopter parents”? How do you best train
your staff to respond to this group? In this session you’ll
learn the background and characteristics of the generations we
work with and how to use the information to utilize it to your
advantage. Listen to relevant real world examples and learn how
to get the most out of your dealings with these generations.
Kristy
is the Director of Bearkat OneCard Services at Sam Houston State
University. Kristy has worked in the OneCard area for the past
six years and has overseen many major projects, including
development of a card program from the ground up. Her current
projects include implementing paperless strategies and the
creation of SHSU Student Money Management, a new department that
provides financial counseling/planning services to all students
at the University.
“Protecting Our Students from Harm” (S)
Ken Pimentel, George Washington University
While our card systems are best known for providing declining
balance and meal-plan functionality we cannot ignore the ever
increasing importance of security and access control for our
students’ safety. During this session we will discuss what
procedures, equipment, and checks GW has in place to keep its
students from harm. From enhanced access control devices,
battery backup, cameras, anti-piggy backing, strict access
request procedures, and enhanced business continuity planning,
GW will discuss each measure in detail during this session.
Ken
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 500 security readers,
110 on and off-campus partners, and processes about 80,000
transactions through its system each day.
“Accepting Online Photos: Come On, You Know You Want To” (Tr)
Suzanne Bellan, Christopher Bradie & Chris Sapp, The
University of Pennsylvania
The days of students waiting in long lines to take photos for ID
cards are over. Reduce lines, improve customer service, and
increase staff efficiency by learning how the PennCard Center at
the University of Pennsylvania uses a secure online process
incorporating digital photo submission technology in the
production of new student ID cards. Beginning in early June, the
PennCard Center pre-produces 80% of 5,000 incoming student
cards, so that PennCard distribution in late August is a simple,
fast, and student-friendly process during New Student
Orientation. As Penn’s founder, Benjamin Franklin said, “Never
leave that till tomorrow which you can do today.”
Suzanne
is Director of the PennCard Center at the University of
Pennsylvania, and manages the ID card operations, PennCash
program, and marketing relationships with PNC Bank and Bank of
America. She worked for the card office as associate director
for many years and recently took on responsibility for the
entire operation. She holds a Doctorate in Higher Education
Administration from Penn, as well as Bachelor’s and Master’s
degrees in business management.
Chris
is the Associate Vice President for Business Services at the
University of Pennsylvania. He oversees business development,
communications, technology and strategic planning across 22
departments. He also has executive oversight for Penn’s retail
enterprises, product licensing and ID card center. Chris
completed undergraduate and graduate work at Penn and his
research interests include organizational culture and strategic
management.
Chris
is an IT Project Manager for Penn’s Division of Business
Services. Since 2002, Chris has supported the University’s ID
program, including the transaction system, production software,
and online photo submission application. Chris has served for 18
years in the U.S. Military Reserves. Prior to joining Penn,
Chris spent four years with the College of New Jersey as the
technical point person for their One Card System.
“Power Up Your Card Program with a Bank Partner” (G)
Whitney Bright, US Bank
Gain an understanding of the value of banking partnerships with
campus ID cards. Learn about the latest innovations in the
campus banking industry and how to evaluate the strength and
stability of a potential bank partner. Explore the various
benefits of campus banking partnerships including financial
wellness seminars, marketing assistance, instant issue debit
cards, and branch and ATM services.
Whitney
is the VP and General Manager for Campus Banking at U.S. Bank.
She joined the bank in 1997, and has held various positions in
the Campus Banking department for the past 8 years. She has over
15 years of banking experience and holds a Bachelor of Science
degree from Indiana University. Whitney has been involved in the
implementation of 30 campus banking partnerships and has led
multiple innovations in campus banking products and services.
“Wireless Networks and Mass Check-In” (G)
Jim Primovic & Henry Fell, PERSONA/ASSA ABLOY
Campus card locks can run wirelessly off many different
frequencies including 802.11a/b/g/n, 900MHz, WiMAX and ZigBee.
Learn about the various types of network architecture involved
in access control, what frequencies are available and how they
will affect card lock deployment and how a campus can grow their
off-line lock system, and how to deal with the massive on-site
registration and check in of students. Also, review mass-check
in options, including utilizing encoders to check students in.
Jim
is the Sales Manager for PERSONA™. PERSONA™ provides
High-Security integrated one card access control solutions to
University facilities and housing departments which consist of
offline, online, wire, wireless and POE systems. Jim has been a
part of PERSONA™ and ASSA ABLOY for over 6 years. He has worked
with major universities implementing integrated IT solutions and
policies in the area of campus access control.
Henry
carries a dual role with PERSONA™ as the Technical Services
Manager as well as the Product Manager. Henry has been with the
PERSONA™ team for over six years. Prior to working for PERSONA™,
he was employed by VingCard and has a hospitality background
with related card access experience.
“Something is Missing from Your Campus Card Solution” (G)
Tom Bell, Blackboard, Inc.
Campuses are so busy they really are lost in the minutiae of
daily life - the result being a failure to maximize the value
and functionality of a variety of expensive and complex campus
systems including their campus card solution. Based on 30 years
of experience in Higher Ed I have seen and heard enough to be an
expert in what campuses miss that could make a meaningful
difference. Throughout the session I will point out, using real
examples, what types of things fall under the radar and the
potential funding shortfall this creates. Participants will also
learn how to fix the problem without stepping on too many toes.
Tom
is Vice President of Industry Relations at Blackboard Inc. Prior
to this Tom served as Executive Director of Campus Auxiliary
Services, Inc. at the State University of New York at Geneseo.
He has conducted dozens of seminars for groups such as NACAS,
NACCU, NACUBO and Card Tech/SecurTech. Tom was one of four
founding Directors of NACCU as well as serving as President and
Chairman of the Board for six years.
Educational Breakout Sessions 2
2:00 pm - 3:00 pm
“Get Your Card Program off the Ground and Survive with the Next
Generation of Staff” (Be)
Camille Bartlett & Leslie Dreyer Kalra, Kutztown University
Getting your one card program off the ground requires vision,
upper-level administrative support, innovative thinking,
collaborative efforts among divisions, and persistence... and
that’s when it all goes right! At Kutztown, a sudden complete
turnover left them in the unusual position of keeping the office
running with no veteran staff. You will hear about the
difficulties in managing an environment prior to developing a
one card office and how they navigated through the process to
develop a financially sound self-sustaining program which
survived The Next Generation of staff!
Camille
is the Director of Administrative Services at Kutztown
University of Pennsylvania. Camille is responsible for several
auxiliary and contracted services on campus, including the One
Card Office. Camille earned a BS in Business from Bloomsburg
University and an MA from Fairleigh Dickinson University.
Camille has worked her entire career in higher education at four
different universities.
Leslie
is a relative newcomer to card services, arriving at Kutztown
University in July 2007 after fourteen years as a system admin,
programmer, web designer, and self-employed consultant, mostly
in the microelectronics industry. She is now managing KU’s One
Card Office, where she also handles Unix and Windows server
administration and programming. Leslie has degrees in Computer
Science from Lafayette College and Lehigh University.
“PCI Compliance - Putting Action to the Plan” (B)
Jeff Davenport, University of Oklahoma
What is PCI? Who does it apply to? What requirements and
documentation is needed? And lastly, what alternatives are
there? This session will follow up the PCI Compliance session
presented at the 2008 Conference and will include new
information from PCI Security Standards Organization (if any)
and sample Self-Questionnaires.
Jeff,
University of Oklahoma’s 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.
“It’s a Card World After All - So How Do You Market It?” (M)
Cindy Vetter, University of Northern Colorado
Get numerous ideas and processes on how to effectively and
efficiently market your card program to students and parents.
You will see different promotional ideas and hear ways to
utilize those promotional items to get students excited. You
will also be given samples of actual promotional items and a
written marketing plan.
Cindy
is the Director of the UNC Card program and Student Business
Services at the University of Northern Colorado, and started the
program 15 years ago. Cindy also served six years on the NACCU
board, three as the Chair. Cindy is the program planning chair
for the American College Health Association Conference, serves
on the NACAS West program planning committee, and is serving on
the program selection committee for NACUBO.
“Funding Flex Accounts through Payroll Deduction - Credit or
Debit?” (T)
Moderator: Joel Weidner, Pennsylvania State University
& Jim Clinton, University of North
Carolina at Chapel Hill
Have you ever thought about allowing employees to fund their
flex accounts directly from their paychecks? What about
allowing employees, who are also parents, fund both their
account and their student’s account? Payroll deduction can be
an efficient and cost effective way to fund your flex accounts.
Penn State and University of North Carolina will present two
different models for handling employee deductions. We’ll review
the different business processes and interfaces that are
required and talk about our results. We’ll also touch on the
importance of marketing and communication to customers.
During Joel’s 26 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, two on-campus hotels, and
the University Airport. Joel has a BS degree in Hospitality
Management from Penn State.
Jim
is Director of the UNC One Card Office at the University of
North Carolina at Chapel Hill. He is responsible for all aspects
of card services including financial, access, and entitlement.
He is a member of CBORD’s User Advisory Council representing
College and University Gold Systems and served as a board member
on the CBORD Campus System User’s Group from 2003 – 2007 where
he served as the Program Chair for the 2007 User’s Conference.
“The Creation of a Standardized Campus Card System for Europe”
(Tr)
Eugene McKenna, ECCA; Sinead Nealon & Kate Kelly, Waterford
Institute of
Technology; Tor Fridell, Linköping University
Get an inside look at the European Education Connectivity
Solution Project (EECS), a current project with the aim to
deliver a standardized campus card system for Europe, which will
enable academic mobility within Europe by developing a secure,
standardized campus card system for all. In Europe, many Higher
Education institutions currently operate campus card systems.
However, these systems operate in isolation on a stand-alone
basis, providing no interoperability with other institutions’
card systems due to the lack of system standards. The creation
of a standardized campus card system will facilitate academic
mobility by allowing Higher Education institutions to share
information using a common campus card that will act as a
student’s “electronic key” and will enable access to a student’s
records on secure databases.
As
CEO of Campus Services at Waterford Institute of Technology
Ireland, Eugene has managed and directed the rapid expansion of
the students’ services unit over the past 15 years. His research
into smart card technology, culminated with the successful
implementation of the WITCard, brought multi-application smart
card technology to a campus for the first time ever in Ireland.
He was one of the pioneers of the European Campus Card User
Group.
Sinead
is General Manager of Campus Services at Waterford Institute of
Technology in Ireland. She was project manager for the
implementation of their campus card system, the WITCard, now
considered one of the leading campus card systems worldwide
(winner of Best Marketing Award at NACCU 2008). Sinead is
currently the Conference Manager for all of ECCA’s annual
conferences. She is also the Secretary General of ECCA.
Kate
is Business Manager of OneCard Solutions, Ireland. OneCard
Solutions designs and integrates campus smart card systems for a
range of Higher Education Institutions. Kate is project manager
for the installation of the OneCard campus card system in
various colleges in Ireland and the UK. OneCard Solutions is the
project coordinator and project manager for the European
Education Connectivity Solution (EECS) project.
Tor
is Head of Student Information System at Linköping University in
Sweden. He has worked with the Campus card at Linköping
University since 2002. The Campus Card at Liu comprises of all
25,000 students and about 4000 staff and faculty. The functions
include photo id, access control, library, transportation,
student union membership, student discount and some vending
systems. He is currently President of the European Campus Card
Association (ECCA.
“Banking and Your Campus Card Program” (G)
Vernon Sloan, Bonnie Carlson, and Temple Richardson, Wachovia
In this session, we will discuss the different financial
education seminars available to both students and faculty. We
deliver financial education on a number of topics through FREE
onsite presentations. We will explore a number of relevant
topics that we offer to colleges and universities, such as
borrowing basics, renting versus owning, how to handle credit,
reading a credit report, saving and growing your money, just to
name a few. You will take away a plan to set yourself up for
financial success.
Vernon
is Vice President, Relationship and Implementation Manager for
Wachovia’s Campus Card Program. He has been with Wachovia for
over 10 years. He is responsible for marketing as well as
managing the on-going relationship. Vernon currently manages the
relationships of the following schools: Clark-Atlanta
University, Florida A&M University, Georgia Perimeter College,
Mercer University, University of Florida, Villanova and Virginia
Commonwealth University.
Bonnie
is Senior Vice President and 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..
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. She offers a diverse, banking background
that includes various management roles. 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.
“Integrated Security Solutions: How Access Control, Intelligent
Video, and More Fit into a One Card Program” (G)
Read Winkelman, The CBORD Group, Inc.; Theresa Blilie,
University of North Dakota;
How can a campus card office improve student safety? Join us
for a look at how the University of North Dakota and North
Carolina A&T State University have taken different approaches to
managing campus security in the card office, and learn about new
technology offerings that make it easy. Applications discussed
will include campus card technology, access control, video
surveillance, and more.
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.
Teresa
is the Access Systems Manager at the University of North Dakota.
A graduate of the university holding a Bachelors’ degree in
Information Management, Teresa started her career at UND in
Dining Services before overseeing the creation of UND’s first
one-card program in 1994. Teresa now manages the university’s
campus card program, access control system, video imaging, and
emergency notification system within UND’s Campus Safety &
Security Division.
“ID Works - What You May Be Missing” (G)
Dan Olson & Aric Hay, Datacard Group
Back by popular demand... this session will overview multiple
topics on using Datacard® ID Works® identification software for
your card program. This session is ideal for a user of ID Works®
software who would like to know “how do you do that.” This
session is based on feedback from other colleges and
universities looking to maximize their ID card software.
Dan
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
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.
Tuesday, March 10
Educational Breakout Sessions 3
11:00 am - 12:00 pm
“To Infinity and Beyond: Campus Enterprise Level Card Systems”
(B)
Susan Hunter & Jeanine Brooks, University of Alabama
Is your card program still living in a small world? Ready to act
on the possibilities and move into the magical world of a campus
enterprise level system driving day-to-day operations on campus?
The University of Alabama will share our 15 years of experiences
from the successes, surprises, driving forces, high profile
applications, partnerships, financial support and obstacles we
learned to maneuver around. Through it all we developed a
healthy alliance between IT and business that enabled us to
steadily and quietly grow into an enterprise level system
supporting enhanced customer service, business operations and
systems integration.
Susan
is the Director of Enterprise Development & Application Support
for the Office of Information Technology at The University of
Alabama. Most of her career at UA has been spent leading a the
technical team responsible for supporting auxiliary business
applications. She has a thorough understanding of how to build
and support an enterprise system on a University campus. Susan
has a BS degree in Management Information Systems from The
University of Alabama.
Jeanine
serves as Director of Action Card for The University of Alabama.
She has worked with the card program from its initial beginnings
over twelve years ago and has 22 years experience in the
university environment. Jeanine currently serves on the NACCU
Board of Directors, the Blackboard President’s Advisory Council
and Chairs the NACCU Education Committee. Jeanine received the
2007 NACCU-PERSONA Professional Development Award.
“So Tell Me About this One Card Thing: Educating Students and
Parents” (M)
Audrey Wilson, Angelo State University
Get an inside look at some of the problems Angelo State
University has encountered regarding student and parent
understanding of their one card program. You’ll see some of the
materials they have created as a proactive approach to head off
problems. Learn what ASU has done to educate students and
parents about the card program, policies, and more.
Audrey
is the director of the ASU OneCard Program at Angelo State
University and is responsible for all aspects of the card
program including implementation and expansion of products and
services, coordination with vendors, staff development, etc.
Audrey has been with ASU since 1988 and has been the director of
the ASU card services since 1998. Audrey holds a Bachelor of
Science Degree and a Masters Degree in Communication Systems
Management.
“Access to Card Information - To Share or Not to Share” (S)
Brenda Saugstad, Milwaukee Area Technical College
This session will provide participants insights on the sharing
and distribution of card information that can be taken and
shared at their university, and will involve interactive
discussion on the sharing of student card information.
Discussion will include when information should be released and
by whom. Could the information managed by the card system be
used to prove whereabouts? Could the information be used by
outside sources? Does this affect campus procedures and how does
it fit into FERPA? You’ll take away information on how this data
can be useful but not abused, and how to make informed decisions
on how, why and when to share photos and student information and
with whom.
Brenda
is the Campus Card Coordinator at Milwaukee Area Technical
College. She is responsible for the campus card offices at four
campuses and oversees their daily operations. In the past year,
Brenda was able to implement the use of wireless connectivity to
expand parking options for students. She has earned a bachelor’s
degree from Concordia University and has completed master’s
degree work at the University of Phoenix.
“Contactless Cards on Campus” (T)
David Stallsmith, Color ID, LLC
Armed with a good understanding of the available contactless
technologies, you will be able to decide which system will work
best for you. You will have a good idea of what steps are
involved in converting to a contactless card, the role of each
department during the transition and some pitfalls to avoid, as
well as the variety of applications available for cards, in
addition to opening doors. This session will use plain English
to describe the technical aspects of contactless cards. There
will be true stories of recent contactless implementations and a
discussion of how all the various departments on campuses have
come together to see their projects through to completion.
David
is Senior Product Manager for Advanced Technology Cards at
ColorID. Working with manufacturers and customers, he assists in
integration and application of new card-based identification
technologies, including biometrics (iris and fingerprint),
DESFire, Mifare, HID iClass and Prox, contact chip cards and
card-based secure sign-on solutions.
“Maximize Sales and Customer Satisfaction with the Click of a
Mouse” (Tr)
Ken Boyer, Mercer University & John Diaz, Sequoia Retail
Systems
Lunch time is hectic on college
campuses and producing food fast enough to accommodate customers
can be difficult. Focus group feedback revealed little patience
for standing in line to wait for orders. In response, Mercer
University turned to on-line technology to address the issue. In
this presentation you will learn how to increase revenues and
customer satisfaction in your operations and harness the power
of your campus transaction system by going online.
Ken is Director of Auxiliary Services at Mercer University. He
started at Mercer in 1992 as Assistant Director of Housing. Ken
was charged with starting up The Bear Card Operation in 1993. In
1995 The Bear Card Program merged with other student services
operations on campus to form Auxiliary Services and he was
promoted to Associate Director. In 2008 Ken was named Director
of Auxiliary Services and now directs all Auxiliary units.
John
is the Vice President of the Auxiliary Services Division at
Sequoia Retail Systems, Inc. where he is responsible for
Sequoia’s point-of-sale, self-service kiosk, wireless and
e-Commerce product lines that serve the entire college &
university community. Before joining Sequoia in 2003, he was
Director of the DukeCard System at Duke University and worked
there for 11 years.
“Finding the Right Financial Services Partner” (G)
Alicia Faugier, Wells Fargo
WANTED: Single, reliable partner with a track record of
successful relationships. Must be experienced with College
students and be willing to commit to a long term relationship.
Financial literacy expertise a definite PLUS! Are you looking
for the right financial services partner to help take your card
program to the next level? Join this session moderated by Wells
Fargo Campus Card Services to learn from your peers about the
key attributes they were looking for while seeking a financial
services partner and walk away with ideas on how to find your
ideal match made in heaven.
Alicia
manages the Campus Card/University Solutions program at Wells
Fargo Bank. She manages the entire line of business, including
business development, marketing and project implementation. Her
current focus is the expansion of new products, including
instant issuance, affinity check card and funds disbursement.
She has over 18 years experience in financial services, and is
finishing her Senior year at the Graduate School of Retail
Management.
“Print Here, Print There, Print Anywhere with Pharos Uniprint®”
(G)
Scott Murphy, Pharos Systems
Cell phones and wireless networks
allow students to communicate wherever they are. Shouldn’t
printing technology allow them to print wherever they are?
Students can swipe their campus card to eat a burger, do a load
of laundry, buy a candy bar, and get into a home game. Shouldn’t
they be able to swipe their card to print? With Uniprint® from
Pharos Systems, the answers are Yes and Yes. Submit print jobs
from anywhere (a table in the cafeteria or a bench under an oak
tree) and get them printed with a swipe of your campus card.
With Uniprint, the hard part about printing is deciding whether
it would be most convenient to pick up your print job at the
library, the student center, the lobby of the main residence
hall...
Scott has been the Director of Sales for Pharos Systems since
June of 2006. Scott has built a highly motivated and talented
sales team that has delivered double-digit revenue growth for
the company and expanded its markets. He spent eight years at
Element K in various sales management and business development
roles. Scott has an MS in Management from Nazareth College and a
BS in Business Management from Niagara University.
“PCI Compliance: Insider Tips to Reduce Your Risk” (G)
Kris Herrin, Heartland Payment Systems - Campus Solutions
Does your campus accept credit cards
for payments of any kind? If so, your campus could be at risk
with PCI DSS compliance. To reduce dangerous security breaches
that have grabbed the headlines, the Payment Card Industry
introduced a myriad of challenging security requirements that
most campuses are not aware of. Attendees will learn – from
Heartland, a leader in payments processing – how PCI impacts
them and what others do to achieve compliance.
Kris is the Chief Security Officer for Heartland Payment
Systems. He is responsible for merchant and customer data
protection through management of PCI compliance and proper
establishment and integration of security into products and
services. Kris is a Certified Information Systems Security
Professional and a Certified Payment-Industry Security Auditor.
He has a Masters degree in computer science from the University
of Texas at Dallas.
Educational Breakout Sessions 4
2:00 pm - 3:00 pm
“Selling Your Campus Card to the Community and Merchants” (Be)
Ellen Robinson Wyatt, University of Cincinnati
Learn how to sell your Card program both on and off campus, and
how to put together selling tools and signage that will appeal
to your campus community and off campus merchants. Learn where
to get information to put target lists of off campus merchants
together. See a sample agreement and application. Take advantage
of opportunities to tag along with other departments to promote
to incoming students.
Ellen
has worked for the University of Cincinnati for 18 years. In
2001 she joined the campus card program as Program Director for
the Bearcat Card. With over 30 years of experience in both
inside and outside sales, Ellen brought to the program a unique
perspective for recruiting on and off campus participation. The
Bearcat Card program has grown tremendously as a result, and has
become “the thing to do” at the University of Cincinnati.
“Overcoming Orientation Challenges...7,000 Served in 39 Hours”
(M)
Cindy Kellerman, Pennsylvania State University
Is freshmen orientation a challenging time for your card office?
With 7,000 attendees, orientation is a critical time for the
Penn State id+ program to market its services to new students.
Learn how we’ve adapted to a shortened orientation schedule that
allots minimal time for the ID process but has increased the
number of daily participants. Hear how we successfully overcame
these challenges through space organization, planning,
marketing, and breaking down the communication barrier between
departments who each have their own orientation needs.
Cynthia,
as Manager of the id+ program, oversees the general business
affairs, administration, budgeting, marketing, and planning of
the Penn State card program. She has been instrumental in many
major projects, including transitioning from the SSN to a PSU ID
number, re-carding 90,000+ cardholders, as well as implementing
an online debit program, which has generated over $49 million in
sales in its first 4 years of operation and has over 300
participating locations.
“Managing Door Access Requests” (S)
John Beckwith, Loyola Marymount University & Steve Nichols,
George Washington University
Campus Cards are commonly used for access to various kinds of
doors throughout the campus. It can be challenging to manage
submission of requests, attaining proper approvals and
fulfilling these requests, particularly when multiple offices
are involved. Requests are approved by the owners of the doors,
but also need to be completed by the office on campus
responsible for management of the doors, which can include
several different offices. George Washington and Loyola
Marymount will discuss the challenges they faced and the
solutions they are currently using.
John
joined LMU in 1997 and was charged with starting the OneCard
system (in 4 short weeks) and has grown to 350 locations on
campus, including 70+ off-campus locations. As Director of
Campus Business Services he manages several functions on campus
including OneCard, Phone Billing, CellPhones, Cable TV and
MFD’s.
Steve
is the Deputy Director of the GWorld Card Program at the George
Washington University. He has worked in higher education for
five years providing support to the university’s one card
system. Some of his past projects have included the
implementation of a redundant server for the BBTS-Unix system,
carding installation and support for satellite campuses and
managing the expansion of the off campus merchant program.
“Print Management - Supporting Environmental Responsibility and
Harnessing Print Costs on Campus” (G)
Noel O’Dwyer, Equitrac
College and university campuses are a hot spot for paper and
print supply waste with thousands of teachers and students
sending jobs to printers and copiers across campuses without
enough print administration or accountability. With a generation
of students keen on being environmentally responsible and
schools seeking to more closely manage spending while
instituting more environmentally friendly practices, print
management solutions are quickly becoming key to successful
campus business initiatives. This session will discuss and
demonstrate the opportunity high quality print management offers
to elevate environmental responsibility on campus while helping
to harness print costs.
Noel
is a marketing vice president and seasoned alliances director
with more than 15 years of experience in business development
for the software industry. He has successfully established and
managed innovative channel relationships for major software and
document management companies. He holds a degree in
Telecommunications and Computer Sciences from Limerick
University in Ireland.
“How to Be High Touch in a High Tech World” (G)
Monte Pedersen & Brandon Lloyd, Off Campus Solutions
Now that many colleges and universities have chosen to go off
campus, is the euphoria still there? Initially, campuses have
grown revenue, increased student satisfaction and improved town
and gown relationships--now, how do you prevent that year two or
three hangover of decreasing sales, stagnant student
participation and irritated merchants? We’ll discuss ways to
continually strengthen your program by building upon the results
initially achieved by going off campus, and on creating
marketing energy on campus in order to realize long term,
profitable growth both on and off campus. Marketing, customer
service and merchant development remain critical components for
off campus success--come and learn ways to get off the phone and
web and personally get in touch with your customers.
Monte
is a Senior VP and CEO for Off Campus Solutions, the
Pennsylvania based company specializing in developing on and off
campus comprehensive meal plan programs for higher education.
Off Campus Solutions, a division of Sodexo, is dedicated to
creating successful, fully customized, off campus commerce
programs. Monte has 30 years of self-operated and contract
dining, conference center and facilities management--all within
higher education.
Brandon
co-founded and is currently COO of Off Campus Solutions
(formerly OCDN), one of the nation’s leading providers of off
campus debit and extended meal plan programs. Off Campus
Solutions significantly expanded traditional collegiate food
service operations on college campuses (a $9b+ marketplace) to
include off campus merchants (a $27b+ marketplace) and other
services in demand by today’s students.
“The For Profit Security Office - Revenue Through Refund Cost
Avoidance” (G)
Steve Pasco, Portland State University (for Higher One,
Inc.)
We will discuss the use of third
party refund processing to avoid the expense of internal
processing while also meeting Customer Information Privacy (CIP)
and Payment Card Industry (PCI) privacy and compliancy and
concerns.
Steve is the Campus Card Manager at Portland State University,
and holds the primary management responsibility for security
credentials and compliance, overseeing all campus One Card,
Photo ID, Card Access Control, and ATM services. Steve has 25
years experience in the industry. Portland State in attended by
more than 26,000 students, and produces over 38 different types
of identifying credentials, with more that 155,000 active cards
in circulation.
Educational Breakout Sessions 5
3:15 pm - 4:15 pm
“7000 Cards, 300 Doors, 48 Buildings, 8 Months!” (Be)
Jason Friedberg and Robert Pickering, Bucknell University
Learn how Bucknell University built a new One Card and access
control system in eight months. We’ll discuss how to access,
plan, design and build a new one card and access control system
from scratch, including how to review size, scope, and costs;
self-assessment; technology; deliverables; and consultants.
We’ll discuss main catalysts for the increases to awareness and
spending security on campus.
Jason,
as Chief of Public Safety, oversees the planning and delivery of
all safety and security services for Bucknell University. His
white paper, Responding to Tragedy, catalyzed the support and
focus needed to prepare institutional security programs
post-Virginia Tech. He was project manager for the multi-million
dollar one card and access control installation completed in
2008. He holds a Master’s in Criminal Justice Administration and
advanced studies from Penn State.
Robert
has been the Manager, Card Services at Bucknell University since
July 2008. He is responsible for managing the access control
system and overseeing the development of the Card Services
program at Bucknell. Prior to coming to Bucknell, Robert was
Technology Coordinator at the Lewisburg Area School District,
where he was involved with implementation of a security system
that included door monitoring, access control and surveillance
cameras.
“Account Reconciliation and Other Card Office Procedures” (B)
Robin Knapp and Rachel Volpe, Illinois State University
A
walk through of how Illinois State University reconciles their
Redbird Debit Account, including deposits/withdrawals,
receivables, vendor payments, and miscellaneous entries. Also
covered will be a monthly Receivables Report, reconciliation of
a Department Copy Card Account, and how Off-lines are handled.
Robin has managed the Illinois State University Redbird Card
Office since it opened in 1995. She graduated from Illinois
State University with an Accounting degree and is a registered
CPA. With this background, Robin has concentrated a lot of her
efforts on reconciliation and documentation in the Redbird Card
Office.
Rachel
has been the Accountant for the Redbird Card Office at Illinois
State University since July 2007. She handles the daily deposits
for the Card Office, as well as the Debit Account payments to
vendors and reconciliation. She graduated from Illinois State in
May 2007 with bachelor’s degrees in Accounting and Insurance.
“Twitter, MySpace or Flicker, You Tube: Market Ur Card Op UzN
Social Media” (M)
Alison Blomster, University of Minnesota
Does your card office have friends like Rachel, Monica, Phoebe,
Joey, Chandler, and Ross? Connecting with those “Friends” on TV
was popular in the 90’s, but now the popular way to connect with
those “Friends” is by watching a YouTube clip online. Social
media, like YouTube, is beginning to take over as the most
popular, free way to not only connect with friends, but also to
market your card office to the millennial generation. Come and
learn about social media and how your card office can create and
build a “social network” to use as a marketing tool on your
campus.
Alison
is Marketing and Operations Manager of University of Minnesota’s
U Card Office. She has developed and maintained an academic
marketing calendar, ads in the campus newspaper, and marketing
strategies related to the various segments of the campus
population. Alison takes a very hands-on approach to marketing
and believes that grassroots marketing efforts are the most
inexpensive and best way to market your campus card program.
Panel Discussion: “Keeping Private Data Private” (S)
Moderator: Joel Weidner, Pennsylvania State University
Panel: Kathleen Kelly, Carleton University; Ken Pimentel,
George Washington University;
Susan Hunter, University of Alabama
Card system databases can house a lot of sensitive data such as
names, addresses, email addresses, university ID numbers, card
numbers, photos, transactional records, and even social security
numbers. We regularly read news stories about breaches of
sensitive data at educational institutions. Data breaches can
be expensive—resulting in real institutional costs--as well as
intangible reputational damage. Join a panel of your peers as
we discuss some real life incidents and talk about important
concepts and practices on securing and protecting sensitive
data.
During
Joel’s 26 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, two on-campus hotels, and
the University Airport. Joel has a BS degree in Hospitality
Management from Penn State.
Kathleen
joined Carleton University in 1993 and was an instrumental
leader in the design, development and implementation of the
award-winning Campus Card program. Kathleen continues to manage
all facets of the Campus Card operations within University
Services which includes fiscal, personnel and training,
marketing as well as the strategic planning to seek new and
expanded uses of the card through improved and advanced
technology.
Ken
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 500 security readers,
110 on and off-campus partners, and processes about 80,000
transactions through its system each day.
Susan
is the Director of Enterprise Development & Application Support
for the Office of Information Technology at The University of
Alabama. Most of her career at UA has been spent leading a the
technical team responsible for supporting auxiliary business
applications. She has a thorough understanding of how to build
and support an enterprise system on a University campus. Susan
has a BS degree in Management Information Systems from The
University of Alabama.
“Coping with Changing Technologies and Changing Students” (Tr)
Sarah Douvres, University of Colorado, Boulder
Card offices are finding themselves host to many new services
they had never been designed to provide for. Between terminal
printing and vending, campus spending on flex accounts, and new
security concerns and uses, the card offices on many campuses
have become an indispensable hub of student and staff activity.
Come on a journey with the University of Colorado Campus Card
Program as we look back over our changing evolution; see
evidence of our exploding user base, our implementation of
current technology, and our view on our future campus position
and new technologies we may all come to use very soon.
Sarah
started at the University of Colorado at Boulder’s Campus Card
Program as a student employee in early 2001. She graduated from
the University of Colorado at Boulder with a degree in English
in 2005 and became the Card Office Manager. For the last three
years she has managed the online and by-mail photo acceptance
and card production process for all new incoming students. Sarah
is a notary pubic and a member of the university’s Staff
Council.
“Leveraging a University Banking Partner to Tackle Student
Financial Stewardship” (G)
Nickolas Certo, PNC Bank
Students are borrowing more than ever
and spending more than ever on and off campus during their
university careers. The student population has become a
sophisticated consumer but not comparably sophisticated when it
comes to banking arrangements and financial literacy. The impact
shows up in student mistakes in handling checking accounts, over
use of credit cards and excess borrowing. Schools are stepping
up to an unprecedented level of stewardship while at the same
time accommodating an unprecedented level of freedom for their
students. Join us, and learn to devise a strategy that meets
your school’s student financial literacy stewardship obligations
with the help of a University Banking partner.
Nickolas is senior vice president for WorkPlace and University
Banking at PNC Bank. He is responsible for managing the majority
of the proactive consumer checking sales activities for PNC Bank
including, profitability and strategic direction.
Wednesday, March 11
Educational Breakout Sessions 6
8:30 am – 9:30 am
“On the Road Again - Setting Up a Mobile Card Printing Station”
(Be)
Lynne Swearingen, University of Wyoming
Evaluate the benefits of setting up a mobile card printing
system, and learn the basis concept of what type of equipment
you could use in a mobile station, how to organize a mobile set
up, and ideas on how to move the station from one place to
another. The presentation will share our experiences in going
mobile with our card office from the initial concept, equipment
decisions, and implementation. We will share our experiences,
what worked and what didn’t, and what we would do again. We will
discuss how the mobile station benefited our school and how well
the mobile station has been received across campus.
Lynne
has been with the University of Wyoming for 15 years and manager
of the WyoOne ID Office since 2002. Prior to moving to the card
office she worked with employee benefits in UW’s Human Resources
department. She is an adjunct instructor in English and American
Indian Studies. Lynne holds a B.S. from Chapman University, a
M.A. from the University of Wyoming, and is currently studying
for a doctorate in Adult Education.
“The How To’s of Developing a Policy & Procedure Manual” (B)
Kristy Vienne, Sam Houston State University
Explore the overall purpose of a policy and procedure manual,
why it is needed, and how to get started today. You will learn
to not be intimidated by starting (or finishing) this process.
We will show examples of departmental policies and procedures
and how they can vary, and will provide templates in order to
get started. Time will be allotted for audience participation
and for questions and answers.
Kristy
is the Director of Bearkat OneCard Services at Sam Houston State
University. Kristy has worked in the OneCard area for the past
six years and has overseen many major projects, including
development of a card program from the ground up. Her current
projects include implementing paperless strategies and the
creation of SHSU Student Money Management, a new department that
provides financial counseling/planning services to all students
at the University.
“Making the Card Office an ‘Identity Services Center’ ” (M)
Larry Drees, University of Colorado, Boulder
At CU-Boulder we see our Card Office turning into an “Identity
Service Center”. In recent years we have added passport and visa
photo services, notary services, credentialing services,
department ID cards, and contractor badges. We also sell
products that support our cards, badges and credentials through
our office. Finally, we have started to provide various access
services for the Housing and Dining Services patrons, conferees,
contractors and vendors. Learn about different ways your Card
Office can be more than just “the place to pick-up a card”.
Larry
is the Campus Card Program Director and the Assistant Director
of HDS Information Technology Services, and has worked with the
University of Colorado at Boulder for 22 years. 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. In May he
will be completing a second masters in Management and
Organization.
“Trends in Campus Security” (S)
Michael Peele, Georgetown University
Explore current trends in Campus Security, including CCTV, dark
screen monitoring, access control, intrusion detection, data
security, convergence, video analytics, gap analysis and more.
We’ll cover some of the issues facing campuses and departments,
as well as an introduction to security planning and issues and
solutions.
Michael
has over 10 years experience in management in one-card systems,
security, and information technology. He managed the point of
sale and access control system as the Director of the One-Card
office for six years. For the past two years, Michael has
served as Associate Engineer for Facility and Security Systems.
He has a Bachelor’s in Electrical Engineering and a Master’s in
Technology Management, with his final comprehensive project on
One-Card services.
“The Provisioning Feeds Project: Migrating to Banner” (T)
Carolyn Hartley, University of New Mexico
Explore the experiences of the Shared
Components Team of ITS and the LoboCard Office as the University
of New Mexico made the transition from a legacy automated
process to a new process generated by the Banner system. Have an
understanding of the feasibility of feeding ancillary systems
through specialized Oracle programming. We’ll start with a brief
pre-Banner overview and describe the process of determining the
parameters of the project and its outcome.
Carolyn has worked in the field of higher education for nineteen
years. Ten of these have been spent managing campus card
programs, first at the University of South Alabama in Mobile,
and lately at the University of New Mexico in Albuquerque.
Carolyn is currently a member of the Education Committee of
NACCU, and in 2007 organized the first ever state-wide
conference for card office professionals.
“The 2009 Presidential Inaugural: Access Control Challenges and
Lessons Learned” (Tr)
Ken Pimentel & Steve Nichols, George Washington University
With GW’s main campus residing in the heart of Washington DC,
the GWorld Card office was instrumental in the planning and
implementation of campus security and access control during the
2009 Presidential Inauguration. From road and bridge closures,
restrictions to normally open campus buildings, over 2,000
guests and VIPs, to warnings of water, food, and cash shortages,
GW in conjunction with various campus departments, the District
of Columbia, and federal security agencies, devised a plan to
maximize security while minimizing inconvenience to cardholders.
Ken 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 500 security readers,
110 on and off-campus partners, and processes about 80,000
transactions through its system each day.
Steve
is the Deputy Director of the GWorld Card Program at the George
Washington University. He has worked in higher education for
five years providing support to the university’s one card
system. Some of his past projects have included the
implementation of a redundant server for the BBTS-Unix system,
carding installation and support for satellite campuses and
managing the expansion of the off campus merchant program.
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