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**NACCU reserves the right to make changes to any of the conference sessions***


RFP Preparation Process - A Practical Guide for Your Success and Protection
By Bryan Ignozzi, KPMG, LLC

A step-by-step guideline for RFP creation and critiquing the response. Includes the "must haves" and the "dos and don'ts", timetables, RFI's, format, review panels, technology awareness, techniques for protection and win-win solutions. Presentation will include sample RFP handouts.


Planning for, Opening and Managing a One-Card Office
By Patricia A. Eldred, University of Vermont

UVM launched a comprehensive one-card program in the Fall of 1995. By the end of the third year of operation, the program had 16 applications with 200 readers in place, 5,200 account holders and over $1.5 million in deposits. She will discuss the university's experience with the following: facility design, office staffing, re-carding, university office and third party user agreements, and budgeting in a break-even environment.


ID Cards and Banking: The Full Range of Opportunities
By Peter Livingston, Stark/Livingston

The presentation will describe options in business relationships (exclusive, multi-institution, service bureau) and cardholder services (value transfer, network ATM and POS, proprietary ATM and POS, stored value). For each option we'll review legal and regulatory obligations, fees and revenues, operational requirements (including stripes and encoding, ship requirements, connections to campus systems), strengths and weaknesses and marketing issues. We will provide an updated "glossary" of terms used in banking that may have subtle or substantial differences in meaning from the same terms used in the campus environment.


Campus ID Cards - The Passport to Privileges
Kevin Gillick, Datacard

The Campus ID Card: Passport to Privileges, is a session intended to help anyone interested in launching a campus card program to understand the importance of "enrollment". Enrollment is the process of "on-boarding" a card holder into the overall campus system. We will be addressing three key areas:

Campus privileges begin with the successful issuance of an ID Card. This session will focus on points to consider when addressing the unique capture, production and database needs of your unique enrollment implementation.
Laugh it Off - You Owe It To Yourself (Humor/Attitude = Success)
By Steve Rizzo

Keynote Address


Citibank Gold Corporate Presentation - Columbia University and Citibank: Creating the Successful Partnership
By
Pat Samwick, Citibank and Joseph Ienuso, Columbia University

No Description Available


Preparing an ID Card Business Plan
By Barbara Dickinson Todd and Patti Burton, University of Colorado Boulder

What role does a business plan play in securing funding for your program? Can a business plan be developed in the early years of an ID Card program? Can it change? What can be done if you aren't meeting your goals? Learn how the University of Colorado, Boulder addressed these issues and more. Included will be discussion regarding their 6 year plan proposals, revisions, worksheets and recovery plans.


Expanding Your One Card Program Off Campus
By Valerie Shafer, Ohio State University

Many schools have successful on-campus debit card programs, but are reluctant to expand off campus for a variety of reasons. This presentation will explain how you can enhance your card program by including off-campus merchants, with or without a banking partner. Ohio State now has one of the largest and most popular debit card programs in the country, including over 75 off-campus merchants, working without a banking partner. This presentation will cover all the basics of how to get started expanding off campus.


From Paper to Smart Chip: 25 Years of Campus Cards
By Carson Leonard, Memorial University of Newfoundland

Over the past 25 years I have experienced five different student identification cards and was responsible for the process of change leading to the last four. This presentation will discuss the types of cards involved and explain why the changes were made. Emphasis will be placed on why and how the changes were made versus a detail discussion of each card type. I will give the background leading up to the decisions and how the political environment of the times and of the institution affected the process and the results.

All institutions are different, but all are systems dependent on external inputs(students, funding, etc) and where the power of the "person" may be greater or less than that indicated by the title. Each component group (students, staff, faculty, administration) have their own political point of view and the resultant administrative and political structure. You ignore the political reality at your peril.

To implement change in this environment, the power players must be identified and the methods of exercising that power must be known. It is not sufficient to determine the desired goals without a thorough investigation of the methods needed to reach them. How often are good ideas lost through incorrect implementation? It is hoped that through a review of what worked and did not work for me, the listener may avoid my mistakes and expand on my success.


Security Access Roundtable
Moderated by Adam Thermos, Strategic Technology Group

It is dedicated to all campus technology officers in charge of database configurations, telecommunications protocols and multi-technology card applications. Software engineers from a group of the "best and the brightest technologies for 2000", will present summaries of their latest innovations in technology, information management, communications protocols, and system integration. The forum will be open to questions by the participants and is intended to raise the level of today’s techno-knowledge on key segments, for the benefit of our campuses. The session will not allow for generic product information.

It is intended to serve as a valuable tool for campus officers in charge and as a "one-stop Q&A forum" with the hottest and most pertinent system issues like NT migrations, TCP/IP platforms, Microsoft’s smart card connection, Oracle and SQL databases presence, SAP Q3 directions, PeopleSoft impact and news from new smart applications, off-line systems and data compression systems. Be there!


Cybermark Gold Corporate Presentation: Smart Cards, CyberMark, and Microsoft Redefining campus cards
By Bill Norwood, Cybermark

Learn how a CyberMark and Microsoft partnership will help to redefine campus cards. Explore CyberMark's new smart card applications and exciting new integration partners. See and touch product demos, talk with CyberMark team leaders, and meet campus cutomers.


The Road to Banking
By Martin Damian, Northeastern University, Jay Rottinghaus, National City Bank and Heidi R. Harring, BankBoston

This presentation will outline the evolution of the HuskyCard from a multipurpose identification card introduced on the Northeastern University Campus in January 1996 into a full-service ATM card utilizing the MasterCard international debit and ATM acceptance capabilities. Northeastern University, BankBoston and Diebold have worked hard in partnership to bring this expanded service to our students. Beginning with the HuskyCard program's mission statement, this presentation will describe several phases including early decisions made by the University that built the foundation for banking functionality. In addition, we would allow BankBoston and Diebold to describe the various obstacles and program changes required to deliver this innovative product. This service is unique in that the student does not have to visit the bank to open a bank account and to receive their full-service ATM, it all can be done at our HuskyCard Service Office.


Upgrading Technology - What is Involved?
By Doug Gibson, University of Northern Colorado

This presentation will help give you the tools to ask the right questions when you look at upgrading technology in your campus environment. Different environments - from software to hardware - will be reviewed to enhance your ability to make the correct choices when you are the person targeted to make selections for your university.


An Urban Odyssey
By Joanna Truitt, Cleveland State University

Starting a one-card system can have its challenges. Starting a one-card system from scratch can have its advantages. Mix both attributes, throw in a few more that define a "traditional," mid-size, urban campus and you might just find yourself facing a few unique opportunities. This session will provide an overview of how CSU trackled the challenges, used its advantages and handled opportunities which presented themselves when they made the decision to "go" smart card.


AT&T Gold Corporate Presentation - Partnering with Your Merchant and Vendor Community
Panel Moderated by Joe Pietrantoni, Duke University

A discussion in which the panel members discuss and explain the idea of vendor partnerships, with a video of 4 merchants and vendors explaining why they are interested in working with campus administrators to support and implement card applications.

Vendors will include representatives from:Coca-Cola, Domino's Pizza, Han's Fine Chinese Cuisine, and Alpine Bagels & Brews. The panel will feature Joe Pietrantoni, Assoc. VP for Auxiliary Services, Duke University; Jim Wulforst, Director of Dining Services, Duke University; and Wayne Smith, VP for Academic Services, MacGray Laundry.


Courting your Medical Center
By John Diaz, Duke University

After witnessing 13 years of successful operation on the Duke University campus, the administrators of the Duke University Medical Center and Hospital finally adopted the DukeCard program in 1998. This presentation will address the factors that convinced the administration that a single card was best for the hospital and that it was acceptable to turn to the University for this service. The session will explain the process by which 15,000 medical staff, employees, and contractors were issued new identification cards both on-site and at remote carding events. Current and future card applications for the hospital will also be discussed.


On-Line Vending = More Profitable Card Program
Tom Hilton, The CBORD Group; Gary Meszaros, Western Kentucky University and Ron Pierce, Troy State University

Vending revenues increase 50%. Make nearly $30,000 in vending card sales alone. Increase client satisfaction. Sound too good to be true? This session will teach you the advantages of an on-line vs an off-line vending system, how easy tracking is, reporting, how to work with vendors, and hear cased studies from clients whose revenues have increased since implementing their on-line systems.


Exploring, Understanding & Applying Financial Support Services Within an Educational Institution
Panel Moderated by Tom Barlow, Xavier University; Participating: Jill Sauter, Norwest Bank, Linda Gardner, First Star, Jay Rottinghaus, National City Bank and Carolyn Iorii, PNC Bank

Through a panel discussion with 5 financial service agencies joined by an educational institution representation which have partnered to provide students, faculty and staff extended card applications. The program provides an assessment of services and programs from both sides of the partnership. Each partnership will share their perspective on the specific programs they designed and applied, allowing you to compare technological processes, procedures and services. The objective is to allow attendees to acquire sufficient research materials through white paper comparative reviews as well as hearing each of their personal thoughts and vision and possible changes on this special topic.


MCI Gold Corporate Presentation - Leveraging Your One Card Program for Campuswide Communications
By Mark Casey, MCI

Campus one card programs offer an excellent platform for campuswide communications. Find out how your institution can add or improve a calling card program, while moving beyond merely providing calling card functionality as the only communication component of your campus card. The same card platform can provide ubiquitous anytime, anywhere access to important campus information and applications. Applications such as class scheduling and registration, grade reporting, financial aid reporting, unified messaging, distance learning, and much more. This session will discuss the opportunities available for increasing both the revenue and utility of your campus card program through the integration of enhanced communications applications.


Marketing Your Campus Card Program
By Doug Gibson, University of Northern Colorado

This presentation will focus on the steps necessary to write and implement a marketing plan for your card program. By looking at the changes in typical college students, information will be provided on how to obtain needed data, how to compile all that information and put it into a working document to assist you in promoting your card services.


Smart Card Smarts: Lessons Learned at the University of Michigan
By Bob Russell, University of Michigan

"Hey look, it's a phone card"….."Wow, what cool postcards"……"This is absolute silliness." These are just a few of the comments received during the four years that smart cards have been in use at the University of Michigan. This case study will focus on what worked, what didn't work, and the lessons learned in managing a card program comprised of 96,000 smart cards and 340 cash points. Building on that experience, the presenters will share their vision for the new Mcard, which will be a multifunction/multiapplication advanced card system that includes debit and open stored value.


Purchasing Cards: An Introduction
By Diana Becker, Commonfund

The Government and Fortune 500 Companies are using Purchasing Cards, but can purchasing cards work in a Higher Education environment? This session will explore what purchasing cards are, how they work, and how they can benefit a school by lowering the cost of processing small dollar transactions.


Diebold Gold Corporate Presentation
By Gary Lorenz

No Description Available


CEI Gold Corporate Presentation
By Tim Aaron,CEI

An infrastructure establishes and documents best practices, instills confidence in the program, provides a plan for growth and ensures a successful business plan implementation by focusing on the business requirements and various plans such as marketing, management, financial and project planning.


The U Card - The Key to the University of Minnesota
By Shirley Everson, University of Minnesota

Presentation will provide an overview showing the successful implementation of the University of Minnesota's multi-functional campus card, called the U Card. Will highlight the user-friendly mission of the U Card program; detail the U Card's innovative applications status; reveal exciting marketing initiatives that have generated an extremely high level of support from UMN students, faculty and staff and outline the mutually-beneficial partnerships the U Card program has cultivated with their banking and telecommunications partners.


What Makes a Good Banking Partner
By Adrienne Conforti, First Union National Bank and Kathy Stipa, Villanova University

A good banking partner understands the university, its needs, direction, administrative systems and the services that it currently provides; is experienced in all the necessary technologies required to deliver the university's services; has the ability to add financial services to the student ID cards; has the ability to provide and automate other university business financial services; is willing to establish an on-going working relationship with the university.


Case Study: The Penn State id+ Card Program
By David Rose, Penn State University

This presentation will cover the many aspects leading to the creation of the Penn State id+ Card Program. Included will be a through-the-years look at the planning and implementation steps, both successful and unsuccessful, and a description of the resulting card program applications. The id+ Card Program operates with one card, one stripe, one chip, and multiple financial institutions. Learn how we did it, and with whom we partnered to make it all happen.


101 Effective Uses of Your Campus ID Card Systems, On and Off Campus
By Ron Pierce, Troy State University

Presenter will discuss the many ways to fully utilize your campus ID Card system both on and off campus. Time will be spent explaining the way that Troy State University uses their system, while also discussing in detail such areas as; Setting up an off-campus program; Benefits of using a kiosk; activities - the non-cash use for an ID Card system. Discussion will also include the benefits of maintaining accurate usage records of the ID Card so that an effective marketing plan can be created for both the card and the institution.


Procurement Card Usage Monitoring Technology
By Doug Beckmann, University of Illinois and Dr. Ben Hitt, American Heuristics Corp.

Many large institutions are migrating toward systems of acquisition through the use of procurement cards (P-Cards). P-Card systems typically capture data effectively, result in significant savings in time and processing costs yet suffers from an increased potential for misuse. Presentation will recount the development of the system at the University of Illinois and describe the use of adaptive pattern recognition technology in the means of an early detection of abusive usage patterns, thereby directing audits in order to reduce inappropriate P-Card use.


Campus Cards and the ADA
By Adam Thermos, Strategic Technology Group

This session will focus in ADA compliance, regulations, specifications and liabilities associated with ADA requirements on campus. It will cover legislation, specifications and designs of ADA federal and State regulations from ATMs to POS to Access control and security readers and devices. Material will be provided to all participants to be used as a reference compendium and an indispensable guide book assisting all Card Based applications on campus ensuring the observance of the law and regulations as well as the fair treatment of the disabled students, faculty and staff on campus.


Schlumberger Gold Corporate Presentation: Solutions Outside the Box - Smart Card Solutions Today & Opportunities for Tommorrow
By Randy Vanderhoof, Schlumberger

Schlumberger solutions for campus card technology has evolved from terminal manufacturer, to offline vending system integrator, to total solutions provider. With this as our corporate mission, additional services have been added to provide "a complete campus card solution". This presentation will discuss the requirements to successfully implement a campus wide ID card system. Specifically, it will address the "steps" needed to install a system; including card issuance, card and reader technology, interfacing with legacy systems, data collection and settlement, and the importance of project management throughout the process. The presentation will feature Schlumberger's OPUS smart card system and show how partnering with leading edge technology companies and financial institutions has resulted in a cost effective solution for student identifaction and much more.


Everything You Always Wanted to Know About Reg E But Were Afraid to Ask
By Ralph McCaughan, Duke University

An overview of Regulation E and its impact on the providers of campus cards.


After the RFP - Installation and Expansion
By Sara N. Moss, Wright State University

Brief history of Wright State and its' one-card program. Discussion on the contents of the RFP, negotiating with the vendor, installation, training and expansion, and the future prospects of WSU's One-Card program.


How Smart are Multi-Application Cards?
By Michael Tempora, MasterCard International

Will discuss the state of the market and the future of smart cards in the United States. Also to be discussed are the consumer benefits brought by multi-application smart cards and what benefit these cards can provide in campus environments. Tempora will elaborate on the "killer combination of applications" as opposed to the notion of one "killer app". Multi-application cards, such as those using the MULTOS operating system, are powerful integration tools and the key to delivering the "killer application". Multi-application cards gather the right proprietary applications, such as loyalty, security, network access, and identification and branded payment applications such as MasterCard credit or Mondex electronic purse on one card. These new cards can function as information enablers and/or competitive advantages to service providers, facilities managers, retailers, issuers and government agencies. Campus needs and implementations will play a key role in determining the direction of smart card deployment in the United States.


DuPont Gold Corporate Presentation
By Bill Deep, DuPont

No Description Available.


Last Updated: March 9, 1999