CONFERENCESCHEDULETHURSDAY Technology, Innovation & Strategy Managing Constituent Relationships with Talisma CRM Managing Constituent Relationships with Talisma CRM Financial Aid, Stewardship and Compliance Talisma Fundraising and Donor Management Managing the Academic Enterprise Managing the Academic Enterprise Transforming Your Business with Professional Services Value-Added Solutions Finance & Human Resource Management Celebration 7-8 Celebration 9-10 Celebration 12-13 Bayhill 17-18 Bayhill 19 Bayhill 20 Bayhill 21 - 22 Bayhill 25 - 26 Bayhill 29 - 30 Bayhill 31 Financial Aid and Student Accounts State of the Union Talisma Fundraising State of the Union CampusVue Student State of the Union (Also presented as an encore presentation Fri. 1:00 pm) Transforming your Business with Tools for CampusVue Student Regulatory & Compliance State of the Union Beyond the Basics: Utilizing Filters Effectively Career Services Updates and Optimization for Your Organization Overcoming Relationship Structures in CampusVue Student – the West Coast University Way West Coast University Critical Success Factors for Your Implementation and User Acceptance Testing Optimize Schedules for Success: Improving Operational Efficiency and Student Outcomes Ad Astra Information Systems 2013 Enhancements: What’s In It for Me? Fundraising Roundtable Discussion Roadmap Review: Technology Certification, Portal and Forms Builder for Talisma CRM & CampusVue Student (Encore Presentation) So, You’re Going to Upgrade? Adding Value with the New Microsoft Outlook Add-on A Grander Vision for CRM: The Total Student Lifecycle What’s in HR? American Career College and West Coast University Delta Initiative Tips and Tricks for Contact Manager Program Versions and Degree Progress Audit in CampusVue Student Easily Integrate your Phone System with Talisma CRM Cloud Student Success: Leveraging MS Cloud Solutions to Deliver Breakthrough Results Microsoft 7:30am – 8:45am Breakfast Buffet – Windermere Ballroom W-X 9:00am General Session – Windermere Ballroom Y-Z 10:30am Refreshment Break and Exhibits – Windermere Ballroom Foyer 11:00am Keynote Speaker Doug Hanson – Windermere Ballroom Y-Z 12:00pm Luncheon Buffet – Windermere Ballroom W-X 1:00pm – 1:50pm 2:00pm – 2:50pm 2:50pm – 3:00pm Roadmap Review: Technology Certification, Portal and Forms Builder for Talisma CRM & CampusVue Student Talisma CRM State of the Union Talisma CRM State of the Union Please note room location is Manatee Springs Please note room location is Manatee Springs CampusVue Forms Builder: Two Institutions’ Perspectives Talisma CRM 9.1: A Feature Review Talisma CRM 9.1: A Feature Review Please note room location is Manatee Springs Please note room location is Manatee Springs Chatham University, Stautzenberger College Refreshment Break and Exhibits – Windermere Ballroom Foyer and Bayhill Breakout Room Hallway From Data to Actionable Information: Lessons Learned in Launching Analytics 3:10pm – 4:00pm Event Barcode Scanning Managing Athletic Eligibility with Ease Kansas State University Indiana State University A.T. Still University 4:10pm – 5:00pm 7:00pm – 11:00pm Protecting Your Data: Setting Up Security With Staff Groups A Guide to Talisma iServices with University of Nebraska - Omaha Prospect Education Charter College University of Nebraska - Omaha Hindsight is 20/20: Financial Aid Automation at YTI Career Institute YTI Career Institute Talisma Higher Education Foundation Pack- Benefits and Experiences with Migration Everyone Wants a Promotion… AutoPackaging Promotion & Disbursement Schedules Central Michigan University Ultimate Medical Academy Managing Recognition Clubs for Results Kaplan Higher Education Corinthian Colleges ‘P’ is for Portal: Exploring the New CampusVue Finance, HR & Payroll Functionality Evening Event at Kings Bowl Orlando - Motor coach transportation will be provided to and from the Hyatt Regency Orlando beginning at 6:45PM. - Conference badges required for event Schedule subject to change. 8 CampusVue Finance, HR & Payroll State of the Union Support Consultation Room: Open Thursday, 1:00PM - 5:00PM - Bayhill 33 9 CONFERENCESCHEDULEFRIDAY 7:30am – 8:45am Technology, Innovation & Strategy Managing Constituent Relationships with Talisma CRM Managing Constituent Relationships with Talisma CRM Financial Aid, Stewardship and Compliance Talisma Fundraising and Donor Management Managing the Academic Enterprise Managing the Academic Enterprise Transforming Your Business with Professional Services Value-Added Solutions Finance & Human Resource Management Celebration 7-8 Celebration 9-10 Celebration 12-13 Bayhill 17-18 Bayhill 19 Bayhill 20 Bayhill 21 - 22 Bayhill 25 - 26 Bayhill 29 - 30 Bayhill 31 UX Best Practices and 508 Compliance “No Lines, No Waiting!” Return to Title IV and Campus Refund Processing The Top Tips, Tricks and Shortcuts in Talisma Fundraising Tips and Tricks in Setting up Programs and Versions in CampusVue Student Transforming your Business with Professional Services Offerings Innovative Ways to Use Electronic Course Materials Ambassador Education Solutions Are You Curious about the Costing Module? Breakfast Buffet – Windermere Ballroom W-X CampusNexus Evolutionary Strategy & Migration Path 9:00am – 9:50am Extending Talisma CRM With the Power of Freeware YTI Career Institute 9:50am – 10:00am Refreshment Break and Exhibits – Windermere Ballroom Foyer and Bayhill Breakout Room Hallway CampusNexus Business Eventing and Workflow Batch Data Integration Solutions 10:10am – 11:00am Using Event Management Effectively Indiana State University CampusVue Portal with SharePoint Customization of Web Parts 11:10am – 12:00pm Alternate Reporting Solutions Talisma CRM Tips & Tricks #1-13 University of Alabama YTI Career Institute 12:00pm – 12:55pm CampusNexus UX Architecture: A Look at the Mobile Recruiter Adopting iServices with the University of Alabama Talisma CRM Tips & Tricks #14-25 University of Alabama CampusVue is Going Mobile: A Mercer Overview 2:00pm – 2:50pm Mercer University Are Your Student Services and Retention Strategy Socially Acceptable? Integration Amalgamation! Harrison College’s Integration to an External CRM Harrison College Roundtable: Innovating your Business with Integration Services Eliminate Your Risk of Violating the New TCPA Requirements for Calls to Mobile Devices & More! PossibleNOW 25 Tips in 50 Minutes Partnering with IT to Use CampusVue Student Effectively Jones International University, Wright Career College Practical Uses of Multi-Area Export How to Prepare to Implement the CampusVue Connector A.T. Still University Quick Audit Items using CampusVue Student Reports Transforming Your Business Through the Power of Data Campus Management’s Learning Center – HOT off the Press! General Ledger 101 Managing Change to Maximize Optimization of the System Tracking Your Pipeline of Proposals in the Major Gifts Module Jacksonville State University CampusVue Student State of the Union How Porter and Chester Uses Performance Analytics to Help Manage Academics Porter and Chester Institute Transforming your Business by Discovering Your True ROI The Transformation of Higher Ed to the Social Campus Managing Budgets & Position Budgets Policies, Procedures and Best Practices, Oh My! Career Services data collection and reporting. Cleveland University Through a Client’s Eyes American Career College and West Coast University How Pristine is your Data? Tools for Data Maintenance and Clean Up The Top 20 Most Useful Reports in CampusVue Student UAT Talisma CRM Security and Data Modeling for the Indiana University Enterprise Indiana University Mercer University Using Talisma CRM for Retention Roundtable University of Ottawa Managing Your Process: Tracking and Utilizing CampusVue Student Reports (Encore Presentation) Tambellini Group Application Tune Up Refreshment Break and Exhibits – Windermere Ballroom Foyer and Bayhill Breakout Room Hallway 3:10pm – 4:00pm Schedule subject to change. 10 A Real-Life Look at the Talisma Fundraising Online Giving Module A.T. Still University Luncheon Buffet – Windermere Ballroom W-X 1:00pm – 1:50pm 2:50pm – 3:00pm Workflow Workshop: Solving Financial Aid Challenges in CampusVue Student Cleveland Chiropractic College How to Enhance Your Communication with Students Using Texting An Enterprise-Wide Expansion of Talisma CRM Pennsylvania State University Open Forum Financial Aid & Student Accounts Round Table Wrap-Up Support Consultation Room: Open Friday, 9:00AM - 4:00PM - Bayhill 33 Schedule subject to change. 11
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