Student Experiences, Financial Management and Forecasting
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Self-Service Transcript Online Request: Managing Unpaid Transcript Requests
This session will cover a custom solution developed for the UI and Self Service entered transcript requests in use by a number of BC Colleague schools. Easily view, remove unpaid requests, notify the student and balance the ledger all from one easy to use UI form.
Presenter: Jason Colombo - College of the Rockies, Jill Pomlott, OA Solutions
Track: Student Experiences, Financial Management
Product Focus: Colleague Student, Finance
Target Roles: Functional
Recorded: Tuesday, October 19, 2021 - 3PM EST\12AM PST
PCI EZ, Better Security and Less Paperwork - TouchNet
Data breaches aren't going away. In fact, they are increasing, and higher education is becoming an increasingly attractive target. The mandatory processes and procedures designed to protect your institution and students can be costly and labor intensive. PCI compliance is one of them.
Join Lakehead University and TouchNet to learn how Lakehead took a PCI-EZ approach to compliance and were able to reduce time spent on PCI paperwork as well as their PCI footprint all while delivering a better, more secure experience campuswide. PCI-EZ offers easy to follow strategies built on certified technologies, transparent processing, and a condensed merchant structure, universities can follow to reduce risk, boost operational efficiency, and prepare for emerging trends as the payment ecosystem continues to evolve.
Presenter: Patrick Larin, Manager, Financial Projects, Lakehead University, Martha Wilson, ISA, PCIP, Manager, Payment Programs, TouchNet
Track: Financial Management
Product Focus: Banner and Colleague Finance
Target Roles: Management | Executive, Functional, Technical
Recorded: Tuesday, October 19, 2021 - 4PM EST\1PM PST
Eliminating Friction with Canadian Tuition Refunds using Interac e-transfers
Traditional ways of processing tuition refunds have left educational institutions in Canada reliant on archaic systems which have lagged in innovation and efficiencies. Refunds may sound like a simple and turnkey transaction, but when it comes to providing a refund to a student, the process becomes complex, costly and time-intensive. In response to the current pandemic affecting students across the country, the teams at PayMyTuition and OA Solutions have developed an innovative solution to equip institutions with an alternative, cost-effective, and contactless way for students to receive domestic student refunds.
Presenters: Adrianne Mead, Deborah Tovell, Paul McDonald, Tim Miller, Tim Frank and Manuela Sheehy, University of Guelph: Lucie Dorval, Executive VP Business and Consulting Services, OA Solutions; Arif Harji, Director, Chief Market Strategist, PayMyTuition
Track: Financial Management, Student Experience
Product Focus: Colleague and Banner Finance, Student
Target Roles: Management | Executive, Functional, Technical
Recorded: Wednesday, October 20, 2021 - 2PM EST\11AM PST
Leverage Colleague™ Student Planning for Advising in a Remote World
Colleague Student Planning allows advisors to help their students in a safe, remote environment. This session focuses on many of these features, including review and archive the student plan, and change a program. Students can quickly see what is required for their program, plan courses and register for sections, and even apply to graduate via Self-Service (Breakout Room 1).
Presenter: Joan Bowen, Senior Consultant, Strata Information Group
Track: Student Experience
Product Focus: Colleague
Target Roles: Registrars, Advisors
Recorded: Wednesday, October 20, 2021 - 4PM EST\1PM PST
Streamlining Student Accounts Communication with Banner Communication Management (BCM)
Using Banner Communications Manager (BCM) which is part of Banner 9 … learn how to create accounts-receivable related communications to students including Billing notification, past due accounts notification, or notification of new holds on a students account. The session will illustrate how to avoid custom processes or doing mail merges, and use native features of Banner 9 to generate mass Student AR related communication (Breakout Room 5).
Presenter: John Brown, Senior Consultant, Strata Information Group
Track: Student Experience
Product Focus: Banner
Target Roles: Student Accounts Receivable, Bursars, Finance Administrators
Recorded: Wednesday, October 20, 2021 - 4PM EST\1PM PST
Why I Still Love Banner Workflow
Banner Workflow is a quirky piece of software with a steep learning curve, but it is also one of the fastest ways to automate business processes that need close integration with Banner. This session will focus on techniques for getting the most out of Banner Workflow (Breakout Room 3).
Presenter: Adam Travis, Senior Consultant, Strata Information Group
Track: Staff Productivity and Automation
Product Focus: Banner
Target Roles: Technical architects, Business Analysts, Director of Applications, CIO
Recorded: Wednesday, October 20, 2021 - 4PM EST\1PM PST
Disrupting Gender Norms within SIS - Empowering the end-user
PSE institutions must use students’ chosen (preferred) first names and pronouns to create a safe and inclusive environment for all. This interactive presentation will 1) dive into research and best practices around individual, cultural, and systemic gender inclusivity, 2) summarize an ideal PSE functional state, and 3) outline how one institution worked within their SIS to implement a solution. Please come prepared to discuss using your SIS to increase gender inclusivity at your institution.
Presenters: Justin Fisher, Director, Recruitment, Admissions and Community Outreach, Yasmin Razack, Director of Global Citizenship Education and Inclusion, Centennial College, Diana Golestaneh Araghi, Manager, Business Applications Solutions, George Brown College
Track: Student Experience
Product Focus: All Software with SIS walkthrough using Banner at the end
Target Roles: Management | Executive, Functional, Technical
Recorded: Thursday, October 21, 2021 - 1PM EST\10AM PST
Navigating Higher Education’s Uncertain Future with Scenario Modeling - Syntellis
As you’re planning for the future and regardless of the scenario you expect to unfold at your institution, the adage “If you fail to prepare, you prepare to fail” rings true. Leaders like you should explore and prepare for not only the expected base case but also the worst and best cases in your financial plan.
Institutions often rely on custom databases or spreadsheets to keep a track of long-range plans. Manual processes lead to errors, lack of transparency, and erosion of trust.
In this webinar you will learn how to model multiple scenarios, develop mid- and long-term financial plans that are stress tested and aligned to your institution’s strategic goals. A demonstration of Syntellis’ (An Ellucian Reseller Partner) Axiom Long Range Planning software will also be provided. View
Presenters: Todd Weinstein, Account Executive, Higher Ed, Syntellis, Jen Mulvaney, Senior Solutions Engineer, Higher Ed, Syntellis
Track: Insights, Reporting, and Analytics, Financial Management, Budgeting and Financial Forecasting
Product Focus: Banner and Colleague Finance
Target Roles: Management | Executive, Functional
Recorded: Thursday, October 21, 2021 - 2PM EST\11AM PST
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PayMyTuition with Canadian Ellucian Users Group (CEUG) present: Digitalization of Student Financial Services including payments, refunds, payment plans and collection processes
Schools across Canada have embraced digital technologies to modernize education delivery, boost learning outcomes and improve the learning experience. But front-line administrative and financial processes still lag behind.
While there has been much investment in digitizing the classroom, the digitization of school administrative functions has been limited. With attrition rates a concern due to today’s economic climate, digital solutions, real-time payments, and the internet of things must be enabled to give institutions and their students access to faster, easier, better payments solutions.
Presenters: Arif Harji, Director, Chief Market Strategist, MTFX Group of Companies and Adrian Lim, Board Council, CEUG
Track: Financial Management, Student Experience
Product Focus: Banner and Colleague
Target Roles: Management | Executive, Functional, Technical
Recorded: Thursday, October 21, 2021 - 4PM EST\1PM PST
Questions? Email us at info@ceug.ca for more information
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