Session Descriptions
Monday, March 14, 2005
Disney Institute General Session
Conference attendees who participate in all three General Sessions will receive a Disney Institute Certificate.
Leadership
This promises to be a lively presentation. However, it focuses on the important matter at the core of all organizational success – leadership. The session facilitators will discuss leadership strategies and the elements of leadership accountability, the cycle of organizational change, and the qualities of a learning team. You will discover the significant role vision plays in leadership and learn the key components of the leadership model.
Educational Breakout Sessions #1
(Be) Successfully Launching and Running a Community College Campus Card Program
Ryan Gardner and Stacey Henecke, Kirkwood Community College
This presentation will focus on the challenges, obstacles, benefits, and steps to take when launching a community college campus card program. This session is for any school considering a campus card program and can also be beneficial for those new to a program. Discussion will consist of experiences from launching a brand new card program with minimal staff to dealing with everyday problems and advice on finding a vendor that best suits your college’s needs.
(B) Campus Card Programs: A Framework for Success
Rosalind Meyers, Georgia Institute of Technology
Whether you are just beginning a campus card program, have a program that is stuck in the mud and can't move forward, or have a successful program you want to move to the next level, you will benefit from this session. The focus will be on strategic planning, defining success, developing a mission statement, goals and a business model, and getting the institutional support you need to achieve your objectives. Each campus card program is different and this session will help you determine the program and approach that will work on your campus.
(T) Using Wireless Handheld Devices for On-Line Campus Card Transactions
Matt Drummond, Duke University
Duke University is using wireless technology to validate cardholder transactions (financial and nonfinancial) on-line over the campus wireless network. In this session, we will address issues schools often encounter with attempting to process transactions for events at remote locations and show how Duke University has addressed this issue through the use of wireless handheld devices. A live demonstration will be performed and the pros and cons of both on-line and off-line technology will be discussed during this session.
(G) Wireless 802.11b Locks Within Your Campus Community (PERSONA Gold Presentation)
Jim Primovic and Ed Wassmer, PERSONA
The focus of the session will center on several topics that will help participants understand and have a feel for what wireless means in access control on campus; networking, how it works and how it integrates; risk-security vs. hacking; integration, types of cards and systems; cost, retrofit vs. new construction; and the advantage of wireless from an installation standpoint.
At the conclusion of the session participants will be able to understand the evolving wireless concepts in on-line and off-line locking security and the benefit it provides to the campus. The wireless access control system revolves around how data is integrated, sent, stored and retrieved from multiple access points on campus. Participants will better understand the advantages, risks, and cost savings that come with using wireless 802.11b for communication with on-line and off-line access points.
(G) Keeping Our One-Card Databases Secure: Elegant attacks and simple defenses (Strategic Technology Group Gold Presentation)
Adam Thermos, Strategic Technology Group
Educational Breakout Sessions #2
(Be) The Guide for Planning and Implementing a Campus-Wide One-Card System
Michael Peele, Georgetown University
At the conclusion of the session participants will be able to understand the necessary steps to organize and gain support of a one-card project. They will have a guide through the process, starting with deciding to create a one-card through beginning operations of the one-card office.
The objective is to provide a guideline for a university to follow while planning, implementing, and beginning operations for a well-managed one-card system, using industry-based information technology enterprise server standards and providing excellent customer service.
(B) The Journey Off Campus
Bill McGee and Steve Robbins, Clemson University
Clemson University has completed an extensive three-year study in areas such as self-op, outsource, and partnerships with a bank. We have visited schools and held conference calls to find out as much as possible about an off-campus program. We will share with you the information we found and what led us to partner with BbOne to take our card off campus.
At the conclusion of this session participants will be able to have knowledge about the process to take a card program off campus, understand the process we used to take our program off campus, and use the information we share to develop a plan to take a program off campus. You will also understand why we chose to outsource instead of self-op.
(M) Championing a Campus Card Program
Joe Krier, University of Wisconsin - Stout
This presentation will highlight the importance of having a visionary leader support the card program at each stage of its development – from the original concept and initial installation though the various expansion opportunities possible for today's card programs. This presentation will provide opportunities for feedback from participants in sharing their programs and experience in developing new ideas for the card office.
(T) Controlling Multi-Function Devices in a University Environment
Marc Belanger, Marquette University, and Matthew Drummond, Duke University
The use of Multi-Function Devices/Printers on university campuses is growing. As current contracts for photocopiers expire, universities are looking for ways to take advantage of MFDs to increase productivity and reduce cost. Traditionally, copying and printing functions have been provided on separate machines and chargeback has been controlled by separate systems using PIN codes and/or debit cards. Combining both copying and printing services into one device presents a challenge in finding new ways to handle chargeback. Several systems offer solutions that allow users to pay for copies and/or prints via their university issued campus card/debit account and departments to use PINs to chargeback to appropriate university accounts using one device.
(G) Benefits of the Webfood™ Online Ordering System (The CBORD Group. Inc. Gold Presentation)
Read Winkelman, The CBORD Group, Inc.
Students don’t like to wait in line to order food. Webfood™, an on-line ordering system from The CBORD Group, Inc. allows students to order from the Web up to 24 hours in advance, according to parameters set by the institution, and pay with their campus card accounts. Built in features like an automatic favorites option, balance inquiry, and survey function add to the overall value of Webfood™.
This session will discuss the basics of an on-line ordering system integrated with a campus card program, in addition to describing the components of an online ordering system.
Tuesday, March 15, 2005
Disney Institute General Session
Conference attendees who participate in all three General Sessions will receive a Disney Institute Certificate.
Quality Service
You will learn about quality service from the people who operate a vast array of service-oriented activities and demand of themselves consistent world-class performance for everyone everyday all the time. Learn methods for communicating the quality service theme and standards to all of your employees and for keeping your customers pleased. Examine strategies and tactics for maximizing service delivery systems.
Educational Breakout Sessions #3
(Be) From Frontierland to Tomorrowland in 18 Months: Implementing a New ID Card System
Dr. Mike Reagle, Eastern Kentucky University, and Pam Boykin-Brown, The CBORD Group, Inc.
In late spring of 2003 Eastern Kentucky University decided to establish a new ID card system. At the time we were still making ID cards with a typewriter and a Polaroid camera. We are a university of about 16,000 students. This presentation will walk participants through the process; from the inception to the RFP, to the vendor presentations, to the decision making process, to the university red tape, and ultimately to the final implementation in Fall 2004. For anyone considering implementing a new system this program will attempt to assist them in their venture.
(B) Recipe for a New Student ID - Serves 100,000
Joel L. Weidner and Cindy Kellerman, Pennsylvania State University
The session will focus on Penn State’s university-wide conversion from the use of the Social Security Number to a new PSU ID number for all students, faculty, and staff. We will outline the eighteen months of planning and decision-making that preceded this change, including the re-issuance of new ID cards. We’ll discuss the administrative structure that was created to guide the process—reviewing key decisions and the impact of the conversion across the university. We’ll also focus on the logistical challenges of re-issuing 100,000 new ID cards in November of 2004, across the state of Pennsylvania.
(M) Marketing Your Campus Card Program
Cindy Vetter, University of Northern Colorado
You have a card program, but does anybody know? This presentation will provide step-by-step instructions on what you need to do to prepare a marketing plan for your card program. An example of a new card program marketing plan will be provided, and also updated versions for those who have been in the business awhile but need help in doing an update.
(T) How Do Proximity Cards Fit Into the Campus Card World?
Gary Smith, ColorID, LLC
At the conclusion of the session, participants will have a general understanding of how proximity technology works and the different flavor of proximity cards; will understand some practical and common applications proximity type cards solve; and will have a logical process to help them analyze if proximity cards might be a good or bad fit for their institution.
(G) Advancements in Card Systems (Diebold, Inc. Gold Presentation)
Bob Lemley and Ryan Zlockie, Diebold, Inc.
Session participants will leave this session with an appreciation of what they should envision for the future of card systems. Possibilities abound for expansion into other arenas on campus and planning today for tomorrow’s responsibilities is prudent for any institution, whether they currently have a card system or not. The vision for the future of card systems and their expansion on/off-campus will be explored through a variety of topics. Discussion will include what is available today, soon to be available, direction the industry is taking for future long-term development, and the influence users can have on system development.
(G) Thousands of off campus merchants…the easy way (Higher One Gold Presentation)
Joe Krier, University of Wisconsin - Stout, and George Rollins, Sam Houston State University
Two years ago, UW-Stout and SHSU had very different card programs, but both were looking for ways to increase student services by enabling their card to be used off campus. SHSU had a homegrown system, while UW-Stout’s Bb transaction system was used for dining, access, and more. Today, through an innovative banking partnership, both the Stout OneCard and the Bearkat OneCard can be used to make purchases at millions of off campus merchants and online. Students have not hesitated to utilize this functionality with millions of dollars being spent through both cards. In addition, both universities have cut costs through free card allotments and the integration of their card into the refund process.
Educational Breakout Sessions #4
(Be) Your Card Beyond The Campus Walls
Fred Emery, General Meters Corporation
The campus card has a multitude of uses on campus; however, looking beyond the campus walls you can find many exciting opportunities to expand your card’s use and services while increasing revenue. We will explore establishing an off campus merchant program including contracts, negotiations, marketing, and service. We will look beyond the campus walls at non-traditional cardholders such as alumni, guests, family members, and conference groups as ways to expand the card system. We will also touch on banking relationships as both a service and a revenue source. If we go beyond the campus walls, we can find a world of opportunities for our campus card.
(B) The Card Program from an Administrator's Viewpoint
Ed Kane, Carleton University
At the conclusion of the session participants will be able to recognize and understand the key benefits of a one-card system to your institution from the perspective of a Senior University administrator. Participants will able be to understand and explain the global benefits of a one-card system on campus to others. Participants will leave with some tools to present their ideas to other departments and to senior management to gain buy-in for their one-card program.
(M) The Magical World of Marketing: A Plan for Small Schools
Jessica Mrozek, Mount Union College
This session will focus on how to market your card office and/or card program when only limited resources are available. We often see the big marketing plans and programs of schools who are able to dedicate a large amount of resources to marketing, but may have difficulty finding how to make some of these same ideas work in small schools. This session will show examples from small schools and allow you to network and share successful marketing tips. You will learn how to establish your marketing plan and related budget to present to your administration.
(T) Creating Your Own Disaster Recovery Environment
Debbie Wright and Mark Harris, The George Washington University
We will illustrate to attendees how to evaluate their needs in attempting a failover system. For some, it is not a practical solution because cost outweighs the benefit. For others it is more prudent for them to look at this strategy because of their environment. We'll discuss how we moved the campus card system to a Storage Area Network and how we tested the processes. We will also share our discoveries, the options available to us, the choices we made, and lessons learned.
(G) Understanding the Networked Transaction Environment (Blackboard Inc. Gold Presentation)
Jim Hermens, Blackboard Inc.
As a result of this presentation participants will return to campus with a better understanding of the development of their own campus technology functions. They will also take with them the tools and ideas necessary to guide their transaction system’s growth through integration with key campus systems.
Educational Breakout Sessions #5
(Be) Identity Management and Valid Forms of ID
David Woodbury, University of Illinois
Without reasonable, realistic, and standardized guidelines on what forms of identification can be used to obtain cards, we may be a weak link in the identity chain. Dave will present a recommended guideline to protect students and staff, as well as the school, from those who want to obtain a card illegally with weak or marginal forms of already existing identification. Participants will be given a sample guideline, the sources of information used for the guideline, and why we included/excluded certain forms of ID. The presentation will assist you with obtaining approvals by providing the rationale, and identifying the internal and external contacts you need for an effective program.
Participants will be able to quickly develop identity management guidelines to help prevent identity fraud when issuing cards.
(B) Accounting Procedures and the Card Office
Candace Elderkin, Mesa State College
This session will focus on the use of different mechanisms to evaluate the accounting procedures within the card office. This can be handled on different levels by evaluating the cash flow and access. When looking at reconciling cash flow, you need to know where information is stored and how the information is integrated between systems. The use of basic cash handling practices such as how the money is stored, who reconciles the accounts, and how it is transferred to the business office can all be important. Access management also becomes important such as determining who has access to the office, the server, and the computers.
At the conclusion of the session participants will have ideas on ways to reconcile different systems and practices to track the money flow through the office. There are many items to consider when looking at the money flow such as the use of a cash register, reports from different computer systems, access to data and the office, communication between the systems, as well as basic cash handling policies.
(M) Marketing: Ideas and Suggestions
Sara Neer, Ohio State University
This presentation will allow attendees to walk away with marketing ideas and samples that are currently being used at Ohio State University.
(T) Thinking Prox? You Might Want to Skip Right Over It
Dennis Caulley, AccessID, Inc.
There is no argument that magstripe has been the dominant card technology on U.S. university campuses. Contact chip (smart) cards have had their ups and downs in the university market and certainly have not gained the acceptance many predicted over the past decade. At the same time, proximity cards continue to make inroads on college campuses. Each year another handful of schools add this technology to their magstripe cards.
Where do prox cards fit in? Why are schools adopting the technology? Is it working? And now, a whole new class of “prox” cards – “contactless smartcards” is available! How is this technology different than standard proximity? Is this another round of “smart card” hype? Or is this finally the advanced card technology that makes sense for the university market?
(G) Campusbanking: Making It Happen (US Bank Gold Presentation)
Whitney Bright, US Bank
Find ways to maximize your card office’s return on investment, including strategies for reliable financial and banking relationships. The program will focus on implementation strategies for effectively adding a banking partner to your campus. We will discuss everything from the selection process to marketing and the making the most of the dreaded re-carding process.
(G) Leveraging Your Campus Card Investment to Deliver Expanded Student Services (Xerox Gold Presentation)
Tony Parziale, Palm Beach Community College
Palm Beach Community College (PBCC) looked beyond traditional campus card services and creatively used its PantherCard as a process-improvement tool. Learn how PBCC used strategic partnerships and comprehensive proven process-improvement methodologies to enhance student services.
Wednesday, March 16, 2005
Educational Breakout Sessions #6
(Be) Running Your Card Office
Jeanine Brooks, The University of Alabama
At the conclusion of the session participants will be able to have a broad understanding of expectations for managing the card office business operations from a Director’s perspective, as well as, day-to-day general card office operations. We’ll discuss basic card office business operations including office design, mission and vision statements, budget analysis, fee structures, personnel descriptions and organizational charts, campus support structures and roles, contracts, audit controls including daily balance routines.
(B) Creating a Business Plan That Works in Higher Education
Alex Herzog, University of Nevada, Las Vegas
My boss was on my case to create a business plan for our one card office. I looked at numerous software programs and numerous examples of business plans but they just didn't seem to fit in higher education. I instead took all the good elements from business plans and added some student development into the mix and created what I refer to as a success plan. Join me as I discuss the highs and lows of creating a "success plan" and how you can simply create yours.
(M) Getting the Most Bang From Your Marketing Buck
David Townsend, Carleton University
The presentation will discuss the most effective, and ineffective, methods and means of marketing your campus card program in a variety of specialized circumstances, including opening a new location that accepts the card, obtaining a response from readers (such as for early applications) and effective promotional contests. At the end of the presentation, attendees should have a broader sample of marketing tools at their disposal and an idea of when they are most appropriately used.
(T) Technology for Secure ID Cards
Kiran Gandhi, MagTek Inc.
College Campus ID Cards have become multi-function cards. In many cases these cards are used for financial transactions. It is very difficult to detect cloned or altered ID Cards when they are used for such transactions leading to financial loss and a decrease in confidence in the integrity of the college campus infrastructure. MagnePrint Card Security technology provides the tool to the campus administrators to detect when fake ID cards are used, ultimately preventing ID theft. At the conclusion of the session participants will be able to see how they can economically secure magnetic stripe based ID credentials on a college campus and put a stop to ID theft.
(G) How to Launch a Successful Campus Card Program (Wells Fargo Gold Presentation)
Alicia Faugier, Wells Fargo
What are the secrets of launching and maintaining a successful campus card program? Participants in this session will learn what it takes to launch and maintain a successful Campus Card program. We will cover everything that you need to know – from signing the contract to the actual implementation and marketing of the program. In addition, we will share some of the ‘best practices’ that we have learned from our university partners and will provide you with valuable tips to use when launching or re-evaluating your campus card program.
Disney Institute General Session
Conference attendees who participate in all three General Sessions will receive a Disney Institute Certificate.
People Management
Culture is a key people management tool in enabling an organization to achieve its goals. Examine the elements of a successful culture. Learn about four key people management processes. Explore proven methods of employee selection, training, communication, and recognition that, together, produce a culture of success for everyone.