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NACCU 17th Annual Conference


EDUCATIONAL SESSION DESCRIPTIONS

Quick Links:

Monday: Session 1, Session 2

Tuesday: Session 3, Session 4

Wednesday: Session 5, Session 6, Session 7, Session 8 

2010 Educational Sessions

 

(Be) Beginners

(B) Business

(M) Marketing

(S) Security
(T) Technology

(Tr) Trends and Innovations

(G) Gold

MONDAY

 

SESSION 1

10:15AM – 11:15AM

 

(B) 30 Tune-Up Tips for Your Campus Card Program

Robert Huber, Robert Huber Associates

 

These economic times continue to provide new challenges for experienced managers and administrators at all levels. Are there ways to provide a noticeable operations and marketing makeover at little or no additional cost? Whether you are managing a relatively new card program or were just handed the keys to an existing operation, these timeless tips are guaranteed to provide you with some new insight and practical management tools to keep your program fresh, focused, and increase the overall effectiveness of your campus card program.

 

Robert Huber has been a pioneer and leader in the campus card industry for nearly 30 years. He has been responsible for many industry innovations including the four-year HiCo campus card, first college smart card systems, and co-developing the All-Campus Card concept. His management and marketing credentials includes the startup of two campus radio stations and 50 national restaurants, along with implementation of over 200 business management systems at college, university, community college, healthcare, retail and corporate campuses. Robert Huber is a certified business consultant, adjunct college instructor, professional negotiator, startup consultant, card technology expert, author, industry analyst, futurist, media resource, and frequent conference speaker.

 

 

(S) Protecting your Assets: The Role of the Card in Security

Denise Vencak & Stephen Haag, St. John's University

 

Learn how your choice of card will drive all technology decisions. Analyze your budget, assets, infrastructure, and student/faculty needs to choose the card that meets the security needs of your campus. Create a basic access control plan for your university, describe access control systems for the perimeter of a campus, access to dormitories with security guards, dormitories without security guards, and manage visitors.

 

Denise Vencak is the Executive Director of the Department of Public Safety for St. John's University, Queens, N.Y. Denise has a law enforcement background within the New York City Police Department. She manages the security personnel and budget requirements for the University's campuses in Manhattan, Staten Island and Oakdale, New York. She is also responsible for security and safety of St. John's Rome and Paris campuses. Denise has been published in a leading campus security magazine.

 

Stephen Haag is the Director of StormCard and Resident Safety Program for St. John's University and its campuses in Manhattan, Staten Island, Queens and Oakdale, along with the University's interest in Rome and Paris. Stephen is a retired Detective from the New York City Police Department and has been published in peer reviewed education journals. Presently, he is a student in the doctoral program for Instructional Leadership at St. John's University.

 

 

 

(T) Transition to Contactless and A New Card System in 3 Months

Adam Travis, Emerson College

 

In summer 2009, Emerson College transitioned from one campus card system to another in just about three months. This project included 100% hardware replacement, recarding the campus with contactless cards, and integration with other systems. The ongoing implementation of the SunGard Banner system made the project even more complicated. In this session, you’ll hear details about the project: resources required; technical, logistic, and communication challenges; and what worked well and what we might do differently.

 

Adam Travis is Enterprise Systems Administrator at Emerson College specializing in OneCard and central information systems, but involved in much more. He enjoys connecting his background in Leadership Studies, Computer Science, and Theatre Design and Production to the world of information technology. He recently received the Emerson College President’s Service Award for his contributions to the campus community.

 

 

 

(Tr) Tools for Your Campus Card Saddlebags

John Younk & Marsha Amanova, The University of Alberta

Discover the top five ideas that we have shamelessly taken from other NACCU schools and placed into our saddlebag before embarking on the cattle drive. We'll discuss:
- On-line deposits and account management
- Offering a proximity 'upgrade'
- Using Facebook as a communications tool
- Managing line ups
- Providing an On-line Photo submission service
This session will feature demonstrations of the on-line programs and interactive Q&A.

 

John Younk is the Associate Director of Ancillary Operations at the University of Alberta, overseeing the ONEcard program, the Ancillary Services Information Technology Team and the self-serve print and copy service. Prior to 2008 John was the Manager of the ONEcard program at the University of Alberta and was involved in building that program to become one of the largest and most integrated Campus card programs in Western Canada. John has an Engineering Technology diploma, a Business Diploma, and a Management Degree from the University of Lethbridge.

 

Marsha Amanova joined the University of Alberta ONEcard Program as the Customer Service Coordinator just over a year ago.  While she is new to the world of campus cards, Marsha's background in the hospitality industry has given her a great deal of customer service experience.  Marsha coordinates training events, carding events, and provides day-to-day service at the ONEcard office.  She has gained the status of Resident Expert in Social Media for Ancillary Services, taking advantage of the low-cost opportunities provided by Facebook, Twitter and Google.  

 

(G) ID Works® Software – More than Just Printing a Card

Aric Hay & Dan Olson, Datacard Group

 

This session will overview topics on maximizing your Datacard® ID Works® software including reading contactless cards and reporting capabilities. This session is ideal for a user of ID Works® software who would like to know “how do you do that” and is based on feedback from colleges and universities looking to enhance their campus card program. At the end of the session, participants will have a better understanding of working with contactless cards, automating the process of reading the card and storing it in their database with ID Works identification software. In addition, they will be able to develop and create custom reports within ID Works software.

 

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.

 

 

 

 

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.

 

 

 

 

 

(G) Improving Student Services through Card Office Led Innovation – An Angelo State University Case Study
Audrey Wilson, Angelo State University for Higher One

From issues the facing your card office to the latest trends in card production and customer service delivery, evaluate the service offering and benefits for both faculty/staff and students. Add services without breaking the bank, and implement change that will benefit all constituencies. Choose new technologies that make students’ lives easier. We will provide a detailed history of ASU’s ID card office and present day innovations and automation.

 

SESSION 2

2:15PM – 3:15PM

 

(S) Access Control at UW-Green Bay

Erek Steliga, University of Wisconsin-Green Bay

 

The University of Wisconsin–Green Bay uses Persona access control campus-wide and has automated almost everything possible. Find out how they have harnessed integration between multiple systems (Persona, RMS, PeopleSoft SIS and Blackboard) to help enhance efficiency, accuracy and customer service. This will be a higher level overview of their system targeted to a general audience, but questions related to more detailed specifics can be addressed, time permitting.

 

Erek is a business analyst for the University of Wisconsin - Green Bay (Computing and Information Technology department). He primarily supports Residence Life but has participated in several campus wide initiatives to improve and streamline business practices, and enhance service for students. Erek was a key member of a committee that researched and implemented a campus- wide system for access control using the university ID card as the credential.

 

 

(T) ID Card Technology and Terminology

David Stallsmith, ColorID

 

This session will review the terminology and technology in the world of ID cards. As universities consider implementing or upgrading their campus ID cards, it is very helpful if everyone involved in the decision-making process speaks the same language and has at least a basic understanding of how the cards work. There will also be an exciting discussion of the latest trends in ID card technology.

 

David Stallsmith is the Senior Product Manager, Advanced Technology Cards at ColorID. He works closely with manufacturers, vendors, and end users to promote understanding of the complicated products and services that comprise the identification industry. He has contributed to the decision-making process at many universities, health care facilities and government agencies as they have moved to acquire contactless, smart card, mobile ID and biometric systems.

 

 

(Tr) Benchmarking Roundtable Discussion

Frank Adams & Jeanine Brooks, The University of Alabama

 

NACCU is building a benchmarking project for the Campus Card industry. Things to consider in building such a program are who each school should be compared to, what Campus Card office activities make meaningful items for comparison, and how those comparisons can be used to demonstrate the value and needs of a Campus Card office to the institution’s administrators. This presentation will describe the benchmarking program, what comparison criteria are used and how they were chosen, and the grouping of Card Offices and the statistical means by which Card Offices were assigned to those groups.

 

Frank Adams is a graduate of Mississippi State University with a degree in History.  After more than 15 years of varied experience, Frank returned to school at the University of Alabama, where he earned an MBA from the Manderson Graduate School of Business in 2008, concentrating in Supply Chain Operations Management.  He is presently pursuing a doctorate in Marketing at Alabama’s Culverhouse College of Commerce and Business Administration with a research emphasis in strategy and supply chain management, expecting to graduate in 2012.

 

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.

 

 

 

(G) The Technology Driving Off Campus Programs, Providing New Campus-wide Value

John Reid & Greg Baker, Off-Campus Solutions

 

This presentation is designed to illustrate the technology and methods used to provide off campus merchant programs. This includes all types of off campus programs including self operated programs, open loop, bank card, financial aid, central server and closed loop platforms. This presentation will share information on technical solutions and the campus-wide benefits that accrue from the implementation of a comprehensive approach to off campus programs.

 

John has spent over 28 years in Campus dining and facility management positions with Sodexho. His background in providing integrated solutions to campus partners, as well as his role as a Board of Trustee member, affords him a unique perspective in the benefits of off campus programs.

 

 

 

Greg has served the higher education card systems industry over fifteen years in various capacities including card system product development and off campus system design and system implementation. Greg has visited over three hundred higher education institutions over the years and continues to learn from schools regarding how they wish to be served from a technology perspective. As the Off Campus Solutions Chief Technology Officer, Greg serves as the team member responsible for the OCS Central Processing Platform solution in terms of meeting customers' needs.

 

 

TUESDAY

 

SESSION 3

2:00PM – 3:00PM

 

(Be) Launching a Campus Card Program

Brian Bollich, University of Nebraska at Omaha

Are you wondering just how to get a card program started on your campus? Where should you start, who should be involved, how will it be staffed and funded, what services should it provide? Explore factors to consider, how to handle staffing, the benefits of having a Campus Card, the importance of campus buy-in, the RFP process, various funding models, and more!

 

Brian has worked at the University of Nebraska at Omaha (UNO) for 18 years. Currently he is the Assistant Director for the Milo Bail Student Center, and has managed UNO's card office (MavCard Services) since 2003. Brian took the UNO card program from its infancy stages to what it is today. MavCard Services has grown under Brian’s leadership, including addition of a debit program that is used in the Bookstore, Convenience Store, Food Services, vending machines, and computer print labs. Brian’s undergraduate degree is in Business Administration with a major in Finance from UNO.  Brian’s masters degree is in Public Administration from UNO.

 

 

(M) The ABCs of Developing a Strategic Marketing Plan

Robert Huber, Robert Huber Associates

 

Balloons and coupons are great for parties, but should not be considered a substitute for a formal marketing plan. What are the components and guidelines for developing an effective marketing program for your campus card program? How extensive and detailed should such a plan be? Who should be involved in the crafting of such a document? Other than management kudos, is there any ongoing value to justify the development time? How often should a marketing plan be updated? What is the relationship between card office policies and a marketing plan? Get the answers to these questions and more by attending this session.

.

Robert Huber has been a pioneer and leader in the campus card industry for nearly 30 years. He has been responsible for many industry innovations including the four-year HiCo campus card, first college smart card systems, and co-developing the All-Campus Card concept. His management and marketing credentials includes the startup of two campus radio stations and 50 national restaurants, along with implementation of over 200 business management systems at college, university, community college, healthcare, retail and corporate campuses. Robert Huber is a certified business consultant, adjunct college instructor, professional negotiator, startup consultant, card technology expert, author, industry analyst, futurist, media resource, and frequent conference speaker.

 

 

(T) Transitioning to Smart Cards: The Musical

Heather Powell, University of Minnesota – Twin Cities

 

Whether you’re just thinking about smart cards or if you’ve already begun the journey, come explore some of the questions and challenges of migrating your campus to smart cards, while thinking of your move to smart cards as a campus transition, not a re-card. Learn to enlist the assistance of other departments to ease your burdens and ensure your card services are uninterrupted. We’ll discuss applications, card stock, the transition itself and managing stakeholders’ expectations. And yes, there will be singing!

 

Heather has worked with the U Card Office for almost 11 years, moving from marketing to a more technical role. Over the last two years, she has overseen the implementation of an online declining balance system that includes 350+ vending readers, 27 laundry rooms, 80 print release stations, a web-deposit interface and other homegrown bells and whistles. She also helped to transition the campus from mag stripe only to smart cards.

 

 

(Tr) Card Manager Certification: A Fact Finding Mission

Kathleen Ragan, Montclair State University

 

Members of NACCU's Education Committee have been exploring the idea of developing a certificate program as a professional development opportunity for card service personnel. Course content could include managing a card office, developing and managing the RFP process, reconciliation, marketing your program, and more. Help us explore this concept and share your input and feedback.

 

Kathleen Ragan, Associate Vice President for Division Administration for Student Development and Campus Life at Montclair State University, has a diverse professional higher education background in the areas of Auxiliary Services, Residence Life, Student Accounts and Financial Aid. Kathy is active in a number of professional and community organizations, serving on the Blackboard’s Presidential Advisory Committee and NACCU’s Education Committee.

 

 

(G) Student Personal Finance 101: Financial Education and your Campus Card Program

Leti Turnbull-Mason & Temple Richardson, Wells Fargo

 

Helping students “make the grade” when it comes to managing their personal finances may be taking on new importance with campus card programs offering various financial services accessed through their cards. Join this session to hear from a panel of your peers on how they have effectively and creatively integrated financial education as an extension of their Campus Card program. Learn about the different resources and methods they’ve used to deliver financial education training on campus -- including online, in a curriculum, at a seminar and experiential learning -- to help their students learn the importance of financial responsibility for everyday and the future!

 

Leti Turnbull-Mason has over 20 years of marketing and product management experience on both the client and advertising agency side. She has successfully developed and implemented a wide range of integrated marketing programs for both consumers and businesses. Leti is Vice President, Implementation & Marketing for Campus Card Services, working with university and bank partners in the rollout and on-going marketing of campus card programs.

 

 

Temple Richardson offers nearly ten years of experience in adding banking to University ID programs. Her Campus Card career includes Business Development, Implementations of ATM/PIN as well as Visa Check Instant Issue Campus Cards, Marketing and on-going Relationship maintenance. Temple also manages the Student Segment on the East Coast. 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.

 

 

(G) It’s No Longer the IN THING to be a Wired Campus: Combine Financial, Contactless and Virtual Servers to Create Tomorrow's Card Systems

Fred Emery & Bill Norwood, Heartland Payment Systems Campus Solutions

 

Looking back several years at plans to wire the campus end to end with communication and data drops in every location where a computer might be used seems a little ridiculous today. Laptops with wireless connectivity have moved those connections from buildings and offices to the grass on the green in front of the dorm or to the table in the campus coffee shop, virtually anywhere a student may be. While easy enough for the lap top, our campus card systems have struggled both with the ability to cost effectively place readers around campus where financial transactions need to be made or granting access to a dorm. This presentation will show you how servers and applications such as Pay for Print are becoming truly virtual along with cards becoming contactless or even taking on other forms. Let us show you how you can advance the functionality and financial services capabilities of your system while reducing operational cost.

 

Fred Emery has been involved in the area of card technology for over 14 years. As Director of Card Services at Hofstra University in New York Fred implemented the University One-Card System. Presently Fred is part of the Heartland Campus Solutions team.

 

 

 

 

Bill Norwood has over 30 years of IT experience in higher education and 15 years of campus card experience including the development of the FSUCard program, linking campus cards to financial accounts, and developing smart card applications.  

 

 

SESSION 4

3:15PM – 4:15PM

 

(M) It's a Wrap! You Too Can Create Instructional and Marketing Videos

Karen Smith, The University of Alabama

 

For customer service and convenience, you can say it best online. The University of Alabama card office has discovered the wonder of instructional videos to address learning and marketing needs. Video allows you to control the quality and context of the content while sharing a consistent message. Access is 24x7x365, it drives traffic to your website, you can reach a wide audience, and it meets the marketing preferences for today’s student population. And, as an additional benefit, your office will have fun completing each project! At this session, you’ll learn about the detailed steps and opportunities associated with creating a learning or marketing video, from identifying opportunities and working with campus resources to creating scripts and choosing actors, to how to measure results.

 

Karen Smith has been with The University of Alabama Action Card Office for 12 years as a Card System Associate. Her specialties are Marketing, Web Design, and Data Warehouse Report Creation and automated distribution. She maintains all Action Card office online sites, as well as online marketing. Karen has served on regional and conference planning committees for both a NACCU workshop and Bb SE regional meeting. She has presented at the NACCU workshop hosted at The University of Alabama.

 

 

(S) Access Control Data Management

John Patterson, Mercyhurst College

 

Learn how to gather information, build the format or table you need to prepare for your system and then move to make it happen. Suggestions will be offered to assist in gathering the information needed to begin, how to maintain the information, deal with end of term/end of year issues and what to do if the whole system suddenly fails. You’ll walk away with the tools needed to build, filter, sort and finally put into action an access control plan.

 

John Patterson created the OneCard office at Mercyhurst College from scratch after the college determined that they wanted to combine all of the services and provide a universal identification card. Through his guidance, Mercyhurst has gone from no system at all to one of the most current and progressive card systems available.

 

 

 

(T) Using ID Works SDK to Automate Processes

Leslie Dreyer Kalra, Kutztown University

 

ID Works 6.5 SDK allows the user to customize the interface or even the back end of ID Works. We'll focus on the event handlers and our use of them to streamline our re-card process and automate batch card printing and card production logging. Emphasis will be on the technical, using VB.NET code to illustrate. Come and brainstorm about what can be done with the SDK and how we can share our efforts!

 

Leslie came to Kutztown University in July 2007 after fourteen years as a system administrator, 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.

 

 

(Tr) An Update from Europe on their European Card Project

Eugene McKenna, Sinead Nealon, and Kate Kelly, European Campus Card Association (ECCA)

 

Work is well under way on the European Education Connectivity Solution (EECS) project which is being developed by a consortium consisting of three card technology companies and three university R&D centres to standardize campus cards in Europe. The main aim of the project is to develop a full working prototype campus card management system consisting of three core modules designed and developed to meet the current and future requirements of European colleges and universities. The EECS project is now in its major stage of development which is the development of the software for the three core modules followed then by validation and live trials, leading to a final prototype which is scheduled for delivery in June 2011. Join this session to find out how the project has progressed, and what's next.

 

As CEO of Campus Services at Waterford Institute of Technology Ireland, Eugene McKenna was instrumental in bringing multi-application smart card technology to a campus for the first time ever in Ireland. Eugene was one of the main drivers that pioneered the establishment of the European Campus Card Association (ECCA). He also led the European Education Connectivity Solution Project in ensuring it was approved within the EU and plays a major role in the project delivery.

Sinead Nealon 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, (winner of Best Marketing Award at NACCU 2008). Sinead was the Conference Director for the inaugural European Campus Card Association (ECCA) Conference in 2002 and is currently the Conference Manager for all of ECCA’s annual conferences. She is also the Secretary General of ECCA.

Kate Kelly 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.

 

(G) Campus Banking: Expanding Horizons

Whitney Bright, US Bank


Campus banking programs have already come so far, and the future looks bright! Come find out what's on the horizon as we continue to expand the functional role of a bank partner.

 

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.

 

 

WEDNESDAY

 

SESSION 5

8:30AM – 9:30AM

 

(Be) Remote Carding: How Pre-Carding Students Changed Our World

Andrew Perkins, Arizona State University

 

Determine if pre-carding (or remote carding) will work for your campus, and learn how pre-carding your freshman class can open new doors for marketing and relieve stress at fall check in. See how ASU interacts with the entire university in order to place a working credential into the hands of over 11,000 clients before fall semester begins.

Andrew Perkins is manager of the Sun Card Office at Arizona State University, and joined the Sun Card department in April 1999. Andrew has over 10 years of experience in the carding industry as well as a previous tenure in the Government Electronics Industry.  This experience has helped him achieve over 25 years of customer service initiatives in both the private and public sectors.  Currently, he handles the day-to-day administrative duties related to the Sun Card program, and specializes in remote carding events for over 10,000 incoming freshman each year. Mr. Perkins holds an A.A. in general business, a B.S. in History, and is currently working towards his Master’s Certificate in Public History from Oxford University in England.

 

(B) Campus Card Financial Statements 101

Pallavi Patel, University of Cincinnati

 

Preparing the financial statement for the card program can be a challenging task. This session will provide information on how to work with financial data and put together a financial statement. We will discuss how this information can be shared with upper management with calculations of ratios and data comparison to national benchmarks.

 

Pallavi Patel is Assistant VP of Campus Services Operations for the University of Cincinnati. She was instrumental in getting the Bearcat Campus Card program off the ground 10 years ago. Today the successful program has exceeded the sales volume of over $5 million and over 500 readers. She is a member of NACCU Education Committee and Technology Subcommittee. She has earned an MBA with a major in Accounting/Finance from University of Cincinnati and has worked for the University for over 24 years in the finance division.

 

 

(S) Red Flags Rules: Establish Policies to Detect Fraud and Identity Theft

Ramonia Prosise, Virginia State University

 

The Identity Theft Prevention Program, the Red Flags Rule, is designed in keeping with a compliance mandate issued by the Federal Trade Commission to assist financial institutions in detecting and mitigating the warning signs or “red flags” of fraud and identity theft in their day-to-day operations. Participants will acquire the skills necessary to establish policies, detect the warning signs and design programs conducive to their individual needs, to mitigate the circumstances or potential red flags that might be encountered, thus enabling them to pick up and fight fraud.

 

Presently Acting Director/Manager of 1Card Services at Virginia State University with supervisory responsibility over UTS, Ramonia developed the 1Card business program from the ground up, and has overseen several major projects, including implementation of the VSU external merchant program, and Annual Merchants' Bazaar. Before joining the card office, Ramonia was the Manager of Advancement Services for VSU, implemented the VSU Annual Golf Tournament, and had administration and oversight of the VSU Foundation. She received the Bachelor of Administration from Averett University, where she is presently pursuing her MBA.

 

 

(T) Going Rogue -- Changing Card Production Systems

Mike Franz, Creighton University

The card production system is the heart of the card office. In 2009, Creighton 'went rogue' and broke away from traditional applications in search of one which would better fit its needs. Security was a priority, as well as functionality and database flexibility. Share the pains and triumphs they experienced in moving to an application which allowed greater integration with other campus systems and better control over who has access and what is printed. You will gain a better understanding of the complexities involving the campus card system, and will also receive a checklist of features to expect, features to avoid, and the different tradeoffs involved. Time permitting, the presentation will also include a demonstration of a self-developed integration application that takes advantage of EPI Suite’s OLE Automation.  Learn from Creighton's mistakes and benefit from its success. 

Mike Franz has worked in the Creighton Card Services Office for four years as a technician and systems administrator. He has a BA in Computer Science and History and has programming experience in c and visual basic .NET, as well as the iPhone SDK.  He is Microsoft Certified (MCDST) and has worked in IT for over ten years.

 

 

(G) The Card Office, Inc.

Read Winkelman, The CBORD Group

 

How do you approach the management of your campus card office – as a department or as a business? Successful businesses evolve with the times and proactively seek out new services to provide their customers. They uncover new revenue sources and cost-saving opportunities. They venture into new markets to approach new customers. And they do it without sacrificing quality or service. Are you running the business of your card office effectively? Join us for a discussion of ideas you can implement immediately to better serve your school and run more efficiently.

 

Read Winkelman is Vice President of Sales for Colleges and Universities at The CBORD Group, Inc. He has worked in higher education for nearly 20 years, both for universities and technology providers. Read steers outreach and communication efforts to institutions around the world, as well as to a broad network of technology partners. His team advises hundreds of institutions on mission-critical auxiliary technologies including campus card systems, integrated access control solutions, intelligent video technologies, and other CBORD solutions for the college and university market.

 

 

(G) Case Study: Mercyhurst College Integrates a Complete College Printing System

John Patterson, Mercyhurst College & Ron Carson, Pharos Systems

 

Mercyhurst College made the decision to implement a campus wide print management system. Student copy and printing needs were met, and full integration of individual department budget selection, as well as individual employee, faculty, and staff permissible copy and print processing were addressed. By using cost centers linked to departmental budgets, Mercyhurst was able to manage the print flow, provide a secure method for printing, reduce the equipment on campus, and greatly reduce the overall expenses that were incurred prior to this solution. Learn what worked for Mercyhurst College and share the real-life experience of the implementation of a campus-wide printing solution. The challenges and resolutions will be discussed providing insight to assist you with the planning needed to implement a solution like that at Mercyhurst College.

 

John Patterson created the OneCard office at Mercyhurst College from scratch after the college determined that they wanted to combine all of the services and provide a universal identification card. Through his guidance, Mercyhurst has gone from no system at all to one of the most current and progressive card systems available.

 

 

Ron Carson bio coming soon.

 

 

SESSION 6

9:45AM – 10:45AM

 

(B) Re-Carding: Challenges and Opportunities

Karen Bunde, Minnesota State University, Mankato

 

This session explores re-carding a campus of 14,500 students and 1,800 faculty/staff while bringing in a new banking partner. What are some reasons to re-card and what opportunities are presented? How do you develop a plan, communicate, and carry it out? Why involve administrators, departments, faculty/staff, students, vendors, and banking partner before and during implementation? What worked well and what snags can you avoid? Identify key players to involve on your campus and set the stage. Develop a project timeline. Plan resources you need including people, supplies and equipment. Evaluate the progress and adjust marketing as you go.

 

Karen Bunde is the Campus Hub and MavCARD Operations Supervisor at Minnesota State University, Mankato. She has worked at Minnesota State Mankato for 14 years, including 12 years in Student Financial Services. As a newcomer to the card office and NACCU, Karen was recognized with an Outstanding Customer Service Award at the 2009 Minnesota State Mankato President’s Convocation for her leadership and teamwork in re-carding the campus.

 

 

(Be) An Administrator's View of Campus Card Programs

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 and concerns to their management will also be discussed. Understand roles, reporting lines, institutional hierarchy, and service delivery for an enterprise level one card program.

 

Kathleen Ragan, Associate Vice President for Division Administration for Student Development and Campus Life at Montclair State University, has a diverse professional higher education background in the areas of Auxiliary Services, Residence Life, Student Accounts and Financial Aid. Kathy is active in a number of professional and community organizations, serving on the Blackboard’s Presidential Advisory Committee and NACCU’s Education Committee.

 

 

(S) Development of a One Card Access Control System

Kyle-Mitchell Hyde, Occidental College

 

How did Occidental College change from a hard key system with multiple keys to access on one card? This session will focus on development of an access control system, from understanding the hardware and software within the different locking systems, to the request for information, to the request for proposals, and through the first day with ID card access. Learn what was expected and what really happened. Which policies and procedures worked, which didn’t, and how they were developed? Explore how the system is maintained 24/7 and how OC worked with other departments on campus, and multiple vendors and access control systems. This session will cover access control on campus from a small five bedroom guest house to a fifteen story academic building with six floors. Although the policies and procedures could apply to any vendor, this session will cover OC’s experience with Lenel On-Guard, Stanley-Best on-line and off line locks, Persona off-line locks and Onity off-line locks.

 

As the system administrator within the Hospitality Services Division, Kyle directs all technology applications for the department, including point of sale, meal plan and debit plans, ID card systems and the campus wide on-line and off-line access control systems. The College has grown from a Polaroid photo ID card to a high bit RFI dual ID card. Currently, Kyle provides system support along with policy and procedures development for the on-line and off-line access control systems and ID card operations for two separate and unique Colleges, both with multiple buildings.

 

(T) The Power of Service Level Agreements and Their Impact on Vendor Relationships

Laura Ploughe, Arizona State University

Participants will explore the complexities and importance of technology capabilities and SLAs (Service Level Agreements) on system integration and vendor relationships including Food Service, smart chip providers, security, biometric, parking, residential life, POS devices, vending, laundry and more. You’ll leave the session with a greater understanding of the importance of system integrations, vendor relationships, the power of Service Level Agreements and an appreciation for technology within boundaries of contractual agreements.

 

Laura S. Ploughe, Director of Business Applications and Fiscal Control within University Business Services, has over 20 years of experience in business application and systems management, as well as financial operational controls and organizational processes. Laura has been at Arizona State University for 12 years and is a member of or has professional certifications and engagements with ASTD, NIST, NACUBO, NACCU, Smart Card Alliance, ASIS, and NAEP, APBM, and PMI.

(G) Integrated One Card Access Control Hardware for Every Opening - WiFi, PoE, Wall Readers and Offline

Ron Baer, PERSONA

 

Examine the new options available to universities when handling access control through your existing system or through PERSONA: WiFi – 802.11 b/g, PoE – Power Over Ethernet, Auto updater – which makes offline check-ins fast and efficient, and Interfacing – which uses your current software, either Housing, Transaction or Security Software, to drive these new lock types. WiFi, PoE and auto updaters - How can they save money and labor costs, what are the advantages, disadvantages, where is it used, and how does it communicate?

 

Ron Baer Bio Coming Soon

 

 

(G) Interoperate or Perish! The Future Demand for Card Services Cannot be Delivered by Card System Technology Alone

David Marr, Blackboard

 

As the service demands of a growingly diverse constituency increase exponentially, the campus card system has a unique opportunity to become the cornerstone of future services. However, this position cannot be achieved without understanding fundamentals of Constituent Relationship Management (CRM), the interdependencies of other campus technologies, and the sponsorships required to successfully achieve such services and service-levels.

 

David Marr leads Blackboard’s Transact division which offers an integrated technology platform that improves the student experience and campus safety, while helping streamline business operations and increase revenue. For more than twenty years, Mr. Marr has worked closely with academic and government entities to develop and implement customized business solutions. He has also presented on topics such as: “The Future of Technology in Education,” “Providing Access to Education through Technology,” and “Emerging Issues in Higher Education.”

 

SESSION 7

11:00AM – 12:00PM

 

(Be) Welcome To The Card Office: A Guide for New Card Program Professionals

Jessica Mrozek, Palm Beach State College

 

Whether arriving at an existing location or establishing a new card program, you can learn from professionals in the industry. This includes learning about card industry terminology and trends. What are some of the first steps you should be taking in order to become a successful card program administrator?

After attending this session, you will be more comfortable stepping into a new position in the card office.

 

Jessica Mrozek is the Manager of the College Card Program at Palm Beach State College (PBSC). Prior to moving to Palm Beach State College, 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 was at Mount Union from 2000-January 2007. Jessica holds a bachelor’s degree in English from Mount Union College and an MBA from Youngstown State University. Prior to returning to Mount Union, she worked in the field of public relations and marketing.
 

 

(B) Leading and Losing Practices

Tom Bell, Blackboard, Inc.

 

With dozens of visits to campuses, I may have seen it all. This presentation will explore, through pictures and discussion, what we do to be innovative, successful and at the top of our game. It will also illustrate what we may miss in the process. The intent is to help you recognize how to maximize the success of your campus card program and pick up some great ideas to take home.

 

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.

 

 

(M) Endless Possibilities: The Many Ways a Campus Card Can Add Value

Edward Hainrihar, Jr., The University of Akron

 

This session will review the many ways a campus card can be used to add value to students, faculty and staff. The topics will range from a basic student ID to off-campus merchant partnerships and event access. We’ll discuss how the campus card can add value to almost any operation on campus and how to make it happen, including how to approach the right people to lay the ground work for campus card program expansion.

 

Edward Hainrihar, Jr. has over 15 years experience marketing products and programs in both the private and public sectors. Among other duties, Ed is responsible for The University of Akron’s multi-functional campus card program used by students, faculty and staff.

 

 

 

 

 

(Tr) From Mag Stripe to Contactless: Why and How to Make the Move

Tom Stiles, Identification Systems Group & Steve Benitez, Rockwest Technology Group

 

Review the advantages of contactless cards for security, multiple applications, and the benefits compared to Magnetic Stripe cards. Discuss how your campus can “own” your own card architecture and not be locked into a proprietary card that won’t operate with other applications you need. Review the facts about contactless card security, costs, and how they will work in a variety of applications. You will be more knowledgeable about contactless technology and better prepared to work with vendors after attending this session.
 

Tom possesses over 30 years of experience in the identification industry, and has been involved in extensive work with the college & university market.

 

 

 

 

 

Steve has over 15 years working with identification technology and the college and university market. After many successful years with Datacard Group, Steve now oversees sales for Rockwest Technology Group.

 

 

 

 

 

(G) Campus Security Best Practices

Paul Timm, RETA Security for Ingersoll-Rand

 

Your campus is faced with the daunting challenge of protecting students, staff, faculty, and visitors under increasingly difficult circumstances. Join us in reviewing the most current “best practices” in providing a safe learning environment. This workshop will present effective security and emergency preparedness strategies, many of which can be implemented at little or no cost during these challenging economic times. Attendees will also learn how to access helpful resources. Don’t miss this timely and important workshop!

 

Paul Timm PSP Board Certified Physical Security Professional (PSP), President of RETA Security, Inc., is a recognized expert in school security. In addition to his frequent speaking engagements at schools, conferences and seminars nationwide, Paul serves on the Illinois Terrorism Task Force (ITTF). He is certified in Vulnerability Assessment Methodology (VAM) through Sandia National Laboratories and the ALPHA™ vulnerability assessment methodology. He holds a degree in Speech Communications and a Certificate in Business Administration from the University of Illinois.

 

 

SESSION 8

2:00PM – 3:00PM

 

(M) Branding Your Card Program on Campus

Michaela Fleming & Roman Fahrmann, Georgetown University

 

This presentation will show the importance of a unified look for an on-campus card program, which is a key component to branding. We will present examples from before and after our branding campaign and will share our experiences. We will also discuss our “Merchant of the Week” program which invites our off-campus merchants to promote their business through specials, and explain how our annual postcard mailing reduces our lines during move-in and familiarizes students with our card program before even arriving on campus. In addition we will show examples of how we promote our card office on campus during special events like “Move In” or the monthly Faculty and Staff orientations.

 

Michaela Fleming has worked in the higher education field for six years providing support to the university’s Georgetown One Card program (GOCard). She began as a CSR and has been the Operations Coordinator for the past two years. She is responsible for marketing the card program on and off campus. Her prior career in printing and graphics gave her the skills to design and create all new marketing materials for the program with one focus in mind - “Branding”!


 

Roman Fahrmann is the director of the GOCard Program at Georgetown University in Washington DC. He has 15 years of experience with campus card programs, starting as student assistant during the launch of Marshall University's campus card program. He has overseen the technical aspects of two major card programs, and has been active in industry groups such as the NACCU educational committee and the Blackboard listserv. Roman also serves as technical consultant in the security industry for Brivo Systems.

 

(S) Security and Privacy Policy Development

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 the Card Center was the “beta” department to test the efficiency and effectiveness 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 2001 by The Claremont Colleges as a Food Service Contract Administrator.  Within the first year the new Card Center was added to his department, and over the next seven years other services like the copy center, the library café, and mail services have also been added to what is now Enterprise Services. Chris obtained his B.A. in communication from The University of Pittsburgh.

 

 

 

(T) Implementing Card Systems in New Construction Projects and Renovations

Douglas Vanderpoel, Mount Holyoke College

 

This session will describe working with Architects, Project Managers, General Contractors, subcontractors and the school, to get a card system installed properly. Doug will share techniques used at Mount Holyoke working with the different constituencies. See what’s involved in the process and keeping things on track. Learn what to watch out for, what documents and stages are crucial to construction, and how to successfully manage card system installation during construction.

 

As the Director of Auxiliary Services at Mount Holyoke College, Doug has responsibility for various areas at the college, He oversee operations of several areas including Cable Television, the Campus One Card program, Mail Services, Telephone Services, Video Surveillance and security systems, Mass Notification system and various other systems and contracts including cell towers, cell repeater, copiers, Dining Services and Public Safety IT support. He is responsible for all aspects including implementation, budget, marketing, program development and daily operations.

 

 

(Tr) Mobile Applications for the Card Program

Matthew Drummond, Duke University

 

The use of mobile devices and applications are becoming more prevalent on campus today. This presentation will show how Duke University is using mobile applications to get information out to cardholders and allowing them to manage their account through the DukeMobile application. This presentation will also encourage participants to discuss future trends in mobile technology that will drive new services.

 

Matthew is Director of the DukeCard Office at Duke University. He joined the DukeCard Office in April 2002, and previously 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, and is currently on the NACCU Board of Directors, chairs the Technology Committee, and is the Assistant Co-Chair of the Conference Committee.

 

(Tr) A Standards and Assessment Update from the Education Committee

Kristy Vienne, Sam Houston State University

Join members of the NACCU Education Committee to discuss campus card industry standards and assessment guidelines.  How can industry standards help you get more resources?  What are the top three things that make your specific card program successful?  What are the goals and objectives for your department and do they align with the goals and objectives of your parent unit and institution?  How do you use data to drive your decisions?  What programs are reasonable, appropriate and efficient to assess?  This will be an interactive session.  Please bring your ideas to submit and discuss. 

Dr. Kristy Vienne is the Director of Bearkat OneCard Services and the Student Money Management Center at Sam Houston State University. Kristy currently serves on the Board of Directors for the National Association of Campus Card Users and is a member of the Higher One Marketing Committee. Kristy received her Bachelor of Arts in Business Administration with a minor in Marketing, Master of Arts in Student Personnel Services from Northwestern State University in Natchitoches, LA, and her Doctorate Degree in Education from Sam Houston State University this semester.

NACCU reserves the right to make revisions in the schedule, speakers, and session topics. Each attendee will receive an updated schedule at the Conference. The views expressed by speakers at the Conference do not signify acceptance or endorsement by NACCU.


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