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25th Annual NACCU Conference
April 22 - 25, 2018

Keynote Speaker & Educational Sessions

Keynote Speaker: Meagan Johnson

Educational Sessions

Keynote Speaker: Meagan Johnson

Meagan Johnson is known as a "Generational Humorist" and has an outspoken, take-no-prisoners Gen X attitude and will challenge you to think differently and act decisively when dealing with multiple generations. 

Meagan graduated from Arizona State University Business School with a BS in Marketing. After working several years in a sales environment Meagan became discouraged to hear all the negative comments about Generation X. (Generation X is the 50 million people born between 1965 and 1980.) As a Gen Xer herself, she felt these comments were of course unfounded. She was further frustrated by the blinders her own managers seemed to have.

Meagan began to research everything from small to large corporations in order to find successful ways to work with the younger generation. From that "ZAP THE GAP Solving the Multi-Generational Puzzle" was born.

Since 1997, Meagan Johnson has entertained and educated thousands of audience members. She has written a variety of articles about the multiple generations and has been interviewed for many publications and audio programs. She has been quoted in The Chicago Tribune,, US News & World Report and many other publications. She wrote the Generational chapter in the book Success is a Team Effort. Meagan and her Baby Boomer father, Larry Johnson are the authors of "Generations, Inc - From Boomers to Linksters, Managing the Friction Between Generations at Work."

Nothing changes perceptions more than a passion for life, work and success. To complicate matters, each generation has a different perception of what motivates them. Meagan says, "Every generation gets a negative label when it enters the workforce. For example Baby Boomers were called trouble-making hippies when they first went to work. Once we take time to understand the motivations and mind-set of each generation, working with them, communicating with them and managing them becomes a more successful effort".

What seemed like a perfect solution yesterday is the source of tomorrow’s problem. Learn from Meagan what you can do now to make the most of each generation in your workplace!


Educational Sessions

Integrating Housing Management with Residence Hall Access
Lindsay Martin-Nez, BadgePass

Session Description: Access control in on campus residence halls is a hot topic, as colleges and universities are constantly looking for ways to increase security and streamline card issuance. Find out how implementing an electronic door access system that's integrated with housing management can help to keep track of student's arrival on move in day and automatically activate credentials accordingly, thereby saving you time and ultimately, money.

Discussion Questions:

·       How many of you are currently using a housing management system like StarRez?

·       How many of your students do not show up on move in day?

·       How do you account for those MIA students?

·       What is your current process for changing door access privileges when room assignments change throughout the semester?

Lindsay Martin-Nez, EVP of Sales and Marketing, has been with BadgePass for 8 years working as an industry expert to provide security related identification solutions to a national customer base. One of the most enthusiastic speakers in the industry, you may recognize her from her popular YouTube series “Lindsay’s Lessons”.

Living on the Edge: Managing Students and Keeping Your Sanity
Haley Matlock, Louisiana State University

Session Description: This session details ways to effectively engage student workers and help them become more productive. Learn how you can develop training plans that will motivate your student workers to become top performers in the office. This session will discuss common problems with student workers and how to handle them.

Discussion Questions:

·       Have you ever had an incredibly awful or unique situation with a student worker?

·       Has a student worker ever fooled you in an interview?

·       Do you wish your student workers would take more initiative and provide better customer service?

Haley Matlock is the manager of the LSU Tiger Card Office. Haley graduated with a Master of Public Administration in 2015 and is currently pursuing a doctoral degree in Higher Education Administration.

Create More Communication with Passdown Logs
Corry Moore, University of Florida

Session Description: The leaving of post-its and high importance on emails are sometime overlooked by staff. Working in hotels has taught numerous lessons one being keep office happenings in a central location for staff to review daily and initial. Although there is more to printing off documents and three-hole punching them into a binder, we have found that staff look for information more and has produced some helpful S.O.P.'s. This conversation will look to give teeth back to paper and pen as effective communication!

Discussion Questions:

·       What do you find the most challenging communication piece with your staff?

·       What are some solutions used?

·       Has use of technological sources ever caused missed notifications?

Corry Moore, Operations Manager of the ID card office at the University of Florida. Prior to coming to the Business Service Division, he worked 7 years in the capacity of student affairs; first with the University of Florida’s Bursar Office and most recently, the Dean of Students office where he worked in New Student and Family Programs. Corry has an extensive customer service background from working in hotel management as well. He holds a master’s degree in Transformative Leadership where his area of focus was in Emotional Intelligence.

LionCash+ hits a Bullseye with Target...A Love Story
Amy Perryman, Pennsylvania State University

Session Description: The story of how a homegrown Off-Campus Merchant program and American’s second largest discount store retailer eloped after a short courtship and lived happily ever after. Learn how the id+ Program leveraged new technology, staff, and resources to meet an impossible deadline of a fall arrival rollout to become Target's first Campus Card program.

Discussion Questions:

·       Will you and your Off-Campus Merchant program be ready when your dream merchant comes calling?

·       Working with 'Corporate' merchants is an exercise in patience.

·       How far are you willing to bend without breaking established policies and procedures?

Reshaping Retail for the Mobile Age
Benjamin Anderson, Tapingo

Session Description: The way we access goods and services has been transformed by a more convenient digital experience. While the internet restructured what we can do, the mobile device has reshaped how we can do it. The point of purchase has extended from storefront to desk chair to anywhere you can get a signal. When the mobile experience also enhances operational efficiency and output, the effect on business can be revolutionary.

Attend this session to learn how retail services are changing to meet the needs of today's evolving consumers. See how industry innovators are using mobile to reshape campus retail for their students and staff. Hear ideas on how to expand sales and improve service levels at a variety of locations throughout various dayparts. Understand what works and what’s coming next.

Discussion Questions:

·       How are retail services changing?

·       What role is mobile technology playing?

·       What concepts apply to Higher Ed / Auxiliary Services?

·       How are universities using mobile ordering and delivery to accomplish their goals?

Ben Anderson is the Head of Campus Engagement for San Francisco based Tapingo and has spent the last 5 years working with universities across North America to implement mobile ordering and on-demand delivery. Featured in many presentations and articles, Ben has specialized in how mobile technology is transforming the retail experience on and off campus.

Impact of a Marketing Campaign and Successful Collaboration
William Bourlier, University of Southern California
Peter Tom, University of Southern California

Session Description: Come learn how we reached 90%+ of the incoming undergraduate class utilizing our online photo submittal and leveraging our partnership with Orientation Program for our new student orientation. Combined with a new distribution package explaining card functions and advertising our mobile apps. How we were able to engage parents and students with a more direct delivery of information. Learn how we executed this idea and what were the results.

Discussion Questions:

·       What do you for your orientations to engage incoming undergraduate students?

·       What have you done to increase your deposits?

·       What is your distribution method for your student ID cards?

·       What have you done to increase brand awareness among incoming students?

·       Do you have partnerships with other university departments for incoming students?

·       How do you market the multiple uses of your student ID card?

Assistant Manager for the University Park Campus location for over 2 years and leader in marketing campaigns.

Director of Student Account Services/Cashiers Office and USCard Services -Student Account Services is also responsible for processing refunds of excess payments, financial aid awards and student loans.

Jeanine Brooks, SAGs Cohort 1
Melissa Neidigh, University of Montana

Session Description: Panel Discussion from members of Cohort 1

Discussion Questions:

·       Why did NACCU create the SAGs program?

·       How does participating in the SAGs program benefit my office and my institution? or How will I use the information derived from SAG's to benefit my office and my institution?

·       Who in my office and institution should be involved in the SAGs program?

Jeanine Brooks serves as Director of Action Card for the University of Alabama. She has 31 years of experience in the university environment. Jeanine has served as a member of the NACCU Board, Conference Chair, Marketing Committee and SAGs faculty, as well as, Chair of the NACAS Professional Development Committee and a member of the BbTransact President's Advisory Council.

NFC - the Decision Making Process
Jeanine Brooks University of Alabama
Barton Lawyer Duke University

Session Description: Join the University of Alabama and Duke University for a panel discussion as we share information on our unique paths to an NFC based unified credential and answer your questions concerning our project experiences. We will discuss planning tasks including administrative project education and financial support, data gathering and analysis for decision making, identifying equipment gaps, campus-wide reader compatibility, evaluating custom programming impact, proposed card issuance strategy and campus communications.

Discussion Questions:

·       How do you evaluate the campus-wide impact of updating your credential technology?

·       How do you educate, and garner financial support from, your administration for a campus-wide change to the university's credential technology?

·       How do you identify all current card usage and communicate the upcoming changes to your campus community?

Jeanine Brooks serves as Director of Action Card for the University of Alabama. She has 31 years of experience in the university environment. Jeanine has served as a member of the NACCU Board, Conference Chair, Marketing Committee and SAG's faculty, as well as, Chair of the NACAS Professional Development Committee and a member of the BbTransact President's Advisory Council.

 Bart Lawyer is an Assistant Director at Duke University, Office of Information Technology. He has over 24 years of IT experience ranging from Systems Administration, Database Administration, IT Security, and Full-Time meeting goer. His team is responsible for the technology that supports the campus card transaction system, all POS (Point of Sale) systems used within the Auxiliary Services departments, PCI Compliances, Physical Security and Access Control, and Video Surveillance.  We also work with other departments to provide best practices and technical leadership to support their business operations.

Looking for 'The One': Card Printing Solution RFP
Erin Chezick, Carleton University

Session Description: In fall 2017, Carleton University (CBORD) began the process of searching for a better solution to our current card printing process. This would include a Request for Proposals from vendors of both hardware and software, the integration of multiple stakeholder group insights, a full review of the flow of information inputs and outputs, and a tight timeline. It had been well over a decade since any appreciable changes were made, so Carleton's Campus Card Office was in for a big change!

Discussion Questions:

·       If you have recently updated or started your printing process, what were the main lessons learned?

·       If you are about to undertake a similar RFP process, what are the main goals / desirable outcomes?

·       Who are your stakeholders? How do their priorities align or (potentially) interact?

·       When under a tight deadline, how do you keep the project moving without pushing through something that isn't 'right'?

Erin came to the world of Campus Cards by way of Student Affairs 4 years ago. In that time, she has enjoyed becoming a member of the NACCU community through conferences and committee work. Erin has a passion for professional development, and carries that core value through her work with student staff members and the pursuit of constant improvement within office processes.

Zero to Sixty: Training New Employees for Fall Intake
Erin Chezick, Carleton University

Session Description: Our Student Customer Service Representatives are often the first person a new student (and their parent(s)) will interact with when arriving on campus. In an environment that requires they juggle Campus Cards, transit passes, general information desk requests, and a lost and found (just to name a few) do we get them up to speed in time and ready to face fall intake with confidence? The Campus Card Office has undertaken a series of improvements to our training program over several years, and are interested in sharing our results (quantitative and qualitative).

Discussion Questions:

·       How many student staff members do you have and what are their responsibilities?

·       Do you feel that your student staff members come to their first shift fully equipped to do their job? Where could improvements be made?

·       What do you wish you could have your student staff take off your plate?

·       What do you see as the biggest 'take away' student staff members should receive from a job at your office?

Erin came to the world of Campus Cards by way of Student Affairs 4 years ago. In that time, she has enjoyed becoming a member of the NACCU community through conferences and committee work. Erin has a passion for professional development, and carries that core value through her work with student staff members and the pursuit of constant improvement within office processes.

Residence Hall Access: Say Goodbye to Keys and Hello to Card Access
Fred Emery, TouchNet

Session Description: Do you have boxes of keys for your residence halls that need to be handed out at the start of each semester? Are you concerned about keys being duplicated or lost? Campuses can provide enhanced security to interior residence hall doors with card access much like we are all used to using in hotels. This session will explore why you should consider moving away from keys, options to keys, and how you can achieve online, real-time card access on your interior residence hall doors. We will review technology options, system integration, project planning, administration of the system and budget concerns.

Discussion Questions:

·       What are the reasons that you have not moved forward with card access on your interior residence hall doors?

·       What is the cost to re-key your residence halls if a master key was lost?

·       What are the pros and cons between offline interior door locks and online locks?

Fred Emery is the Director of Sales, OneCard, TouchNet. He has been involved in Campus Card technology since 1994 when he launched the OneCard system at Hofstra University and served as Director of HofstraCard Services for nearly 10 years. Following his tenure at Hofstra University, Fred served as Director of System Marketing with General Meters Corporation. Fred came to Heartland in 2007 when the company acquired General Meters.

Fred brings over 23 years of campus card experience to TouchNet, having been directly involved in multiple system implementations and the development of OneCard. He is a regular presenter at various trade shows such as NACCU, NACUBO, NACAS, ISC and ASIS.

Getting to Know a New Generation
Amy Fox, Florida State University

Session Description: Expanded from the Managing Beyond Millennials presentation from NACCU 2017, this session focuses on information about Generation Z.

Discussion Questions:

·       What are the characteristics of the newest generation?

·       What are their biggest challenges?

·       What are some ways you can approach this generation within your program?

Amy Fox has been with Florida State University for 13 years. She is the manager of the FSUCard Program which allows her to interact with the entire campus community. Amy also oversees the University banking relationship and customer service call center. Throughout her career, Amy has acquired over 15 years of Customer Service experience.

Mobile, Cloud-Based, Managed or Hosted Card Production Solutions
Robert Gailing, SmartContactless Identity

Session Description: The session discusses new technology advances in card production including mobile applications, cloud-based, managed or hosted solutions. The session also focuses on open standards in card and reader management.

Discussion Questions:

·       Are you using contactless smart cards?

·       What is your strategy?

·       Do you plan to utilize mobile applications?

·       Can you benefit from the flexibility of cloud-based card production?

Robert Gailing, President of SMARTContactless IDentity and Security Solutions is a veteran of the security industry and an authority on Smart Card & NFC reader technology, Biometrics and IDentity Management.

Robert spent much of his security career working with leading security manufacturers before forming his own business focusing on contactless smart cards and the products supporting them. He has published several papers on smart cards and biometrics and continues to be an advocate for new technology.

This is Not a Joke . . . Recarding 4 Times in 4 Years & Living to Tell the Tale
Kim Graham-Pfeffer, Thomas Jefferson University

Session Description: Recarding projects typically come along once in a blue moon; at Jefferson we were tasked with recarding four times in the past four years. Recarding was precipitated by new logos, new regulations and new technology; some instances prompted a mass recarding and others only included a portion of the population, but the audience always included 10,000+ individuals.

Take a trip through the past four years as we review the who, what, when, where, how and why of Jefferson’s recarding projects and the lessons learned.

Discussion Questions:

·       What are the reasons a recarding project would be necessary on your campus?

·       Which reason would necessitate a complete recarding and which would only affect a portion of your population?

·       Who would be your recarding stakeholders/partners?

·       If you have recently recarded – why? What where the pitfalls? Successes?

·       If you are considering recarding, what are your concerns

Kim is the Director of Financial Services at Jefferson in Philadelphia. She oversees Card Services and the institution's relationship with their bookstore partner. Kim has been at Jefferson for 15 years and involved in card services since 2007. Kim began her career as a Greek Advisor and has served in various roles in higher education over the past 20 years.

Expanding Card Services to Departments & Other Customers
Kim Graham-Pfeffer, Thomas Jefferson University

Session Description: At an academic health center, you quickly realize unique opportunities for your card program.

At Jefferson we offer departmental catering cards, departmental uploads, service recovery cards and patient/family gift cards. Learn more about Jefferson’s services while considering expanding the services of your campus card to include the needs of departments and other customers.

Attendees will explore unique options for expanding campus card services, increasing their constituent base and introducing new stakeholders to the possibilities and opportunities of the campus card.

Discussion Questions:

·       What are some of the unique uses of the card on your campus?

·       How are you reaching audiences beyond students? Then encouraging and expanding their use?

·       When expanding services, who are your stakeholders? Who do you have to integrate with?

·       Do all services utilizing card technology fall under your umbrella or are they spread out though your campus? What are the successes and challenges of that structure?

·       What are some services you would like to provide but are facing challenges implementing?

Kim is the Director of Financial Services at Jefferson in Philadelphia. She oversees Card Services and the institution's relationship with their bookstore partner. Kim has been at Jefferson for 15 years and involved in card services since 2007. Kim began her career as a Greek Advisor and has served in various roles in higher education over the past 20 years.

Write it Down!
Laurie Harris, Duke University

Session Description: Writing and maintaining good documentation is one of the most valuable ways to improve your Card Office’s efficiency and performance. Yet documentation, whether it is an office manual, procedure document or end user instructions, is not always given the attention it deserves. This session will be an open include an open discussion about how each Card Office approaches writing and managing documentation. Remember: you are what you document!

Discussion Questions:

·       What are the elements of an effective procedure template?

·       Do you test your documentation? Why or why not?

·       Where is your documentation published?

·       How often do you review your documentation?

·       What factors trigger a document review outside your normal review schedule?

Laurie Harris is a program manager and project manager with the DukeCard Program at Duke University. Her background includes enterprise-level project management, IT service management and organizational development.

Promoting Your Card - The Street Team Approach
Nicole Hofman, Sheridan College

Session Description: A street team is a unique and exciting way to distribute any information you want to get out to your Students. This session will cover how to create a great buzz for your office throughout the student life cycle by educating students, promoting your card, and leading student engagement through creative events, social media, and peer to peer connections.

Discussion Questions:

·       How can I market the onecard and it's advantages to students in a way that excites them?

·       How do I start my own street team?

·       How can I get the most information out to students without overwhelming them?

·       How can I maintain staff retention?

Nicole has a background in Human Resources and Marketing. With over 8 years of experience working within Student Affairs and Residence Life, Nicole has been able to bring an innovative approach to the student first mentality. In combining both experience and passion, Nicole was successful in creating the first Promotional Street Team for the onecard office at Sheridan College.

NACCU SAGs Standard 13 - Ethics
Mikhail Ilin, Suffolk University

Session Description: This presentation will focus on standard 13 of the NACCU Self Assessment Guidelines - Ethical Considerations in running campus card services office. We will start by defining ethics, explore importance of ethics in the card office and how ethics impact the overall culture/climate of your team. We will explore how to communicate and lead your team toward the ethical behavior, presence of culture and cultural influencers: formal and informal cultural systems. We will also discuss provisions of Standard 13 of SAGs focusing on known ethical considerations.

Discussion Questions:

·       What is a conflict of interest and how to avoid it?

·       What is an ethics statement? Who should draft it? How often should it be revised and by whom?

·       What is fraud prevention training and the best delivery channel?

·       What is harassment and how do you prevent it/address it?

Mikhail Ilin has been employed by Suffolk University since 1997. Having been in various roles: student, security officer, staff assistant, technical support specialist, systems administrator, and now manager of Campus Card Services, has experienced challenges encountered by students, employees and other stakeholders when dealing with a de-centralized card services unit. Mikhail transitioned the campus card services unit into a more centralized, “one stop” service organization prepared to resolve any and all problems students may have with the card.

Mikhail holds a BS in Computer Information Systems, Masters of Business Administration and Juris Doctor Degree from Suffolk University. As an adjunct faculty member at the Sawyer School of Management at Suffolk University, Mikhail teaches Business Law and Ethics courses.

WolfCard Program at University of Nevada, Reno
Penny Leathley, University of Nevada, Reno
Alvin Ross, University of Nevada, Reno

Session Description: Overview of the development of the WolfCard program at UNR from the beginning through today. Intro on program development, markeing to orientation, banking relationship and roll out of the Blackboard photo submission program.

Discussion Questions:

·       Who has a banking relationship

·       Are you using photo submission by BB or another product and for how long?

·       We have a special ap designed in house to generate new and replacement customer numbers and barcode numbers that we wanted to touch on so what is everyone else doing for this?

Penny Leathley, Campus Card Manager at UNR for 13 years. Previously employed as the Card Coordinator at Central Michigan University. Bachelors from Ferris State (Michigan) and Masters from Central Michigan.

Alvin Ross is an Application Specialist with over 15 years of Information Technology Experience. He holds a BS Degree in Computer Information Systems from DeVry. Alvin is retired US Air Force with 26 years as a Cyberspace Operatons Officer and C-130 Crew Chief.

Cindy Joncas/Administrative Assistant. Previously tought for 13 years at the elementary school level. Bachelors and Masters in Childhood Special Education and Elementary/Special Education.

Passport Photo Integration
Frank Martinez, Colorado State University/RamCard Office

Session Description: This case study will show how CSU's RamCard Office integrated Passport Photo options into the mix of an already complex One Card program. The journey begins with creating cross-departmental partnerships, then progresses to planning, research, testing, and, finally, implementation of this new service.

Discussion Questions:

·       How many of you are thinking of offering, or are currently offering, Passport photos as a service?

·       What are the largest hurdles to offering this service in your individual offices?

·       Is there currently a demand on your campus to offer this service?

Frank Martinez has been with the RamCard Office at Colorado State University since June 2016. Frank graduated with a degree in Psychology/Anatomy & Neurobiology from Colorado State University and is currently completing his Master's degree in Student Affairs in Higher Education at Colorado State University. Frank has over 18 years experience in Higher Education

Herding Cats and Coaxing Dragons: Working with Departmental Customers to Implement and Support Card System Functions
Maggie McCarthy, University of Montana

Session Description: You have to work with a variety of people and departments to ensure that their needs are met when using hardware and functions managed on your card system. How can you set yourself up for success? I’ll share my experiences and strategies for implementing, upgrading, and supporting doors, assessment programs, and point-of-sale systems. I will also talk about managing expectations, and you’ll learn about why and how you should create memorandums of understanding for each department you serve.

Discussion Questions:

·       How do you manage your departmental customers’ expectations?

·       How can you better manage implementation and upgrade projects to ensure details are not missed?

·       What questions can you ask departments to set yourself up for success when implementing services that use the card system?

Maggie McCarthy currently oversees the day-to-day processes of the Griz Card Center and the Griz Card (Blackboard Transact) system at the University of Montana and serves as a system liaison for two affiliate campuses. Maggie has over twelve years of card office experience, starting as a student employee and then in evolving roles as a full time staff member. Maggie graduated from the University of Montana with Bachelor of Science in Business Administration-Marketing.

Big Data Made Easy...Reconciliation to Management Reports
Bill McGee, University of Georgia
Mike Perkins, University of Georgia

Session Description: UGA Auxiliary needed a solution to harness all the data we have. We have found the platform and can now harness the data to allow management to make decisions with confidence. We will go over with you the questions and answers we had in choosing a program to manage all the data from the units we serve. We will show the usefulness of having the data at your fingertips. We will be stressing using your own data in some way to make decisions on reconciliation to management reports made easy.

Discussion Questions:

·       How long do you work with spreadsheets each week?

·       Do you have too many copies of the same data ?

·       Could you spend that timer better?

·       Do you want a more accurate program?

·       Is this data used to make management decisions?

William has worked at the University of Georgia for ten years. Currently he serves as the Director of IT for Auxiliary Services where he provides technical insight and program leadership for the division. Before his role in Auxiliary Services, William held the position of Assistant Director of Food Services IT.

Mike has worked for the University of Georgia for 19 years where he currently serves as a Senior IT Manager for Auxiliary Services.  He uses his diverse background to drive Auxiliary Services toward achieving their business and operational goals by leveraging technology solutions. His key knowledge areas are web and database technology, data visualization/analytics, technology leadership/consulting/strategy.

Instituting an Assessment Mindset in Campus ID Card Programs
Emily Messa, University of Houston
Moumita Mukherjee, University of Houston

Session Description: This presentation will describe the A&F CARES assessment program and how its implementation has helped UH Cougar Card staff develop formalized assessment plans to evaluate their programs. The new program provides opportunities for formative assessment enabling managers to make incremental program adjustments. Data are obtained through qualitative and quantitative techniques. A&F CARES utilizes Campus Labs assessment tools to develop assessment plans and documents how campus card services connects with institutional goals and student success outcomes. In this tool, managers outline their departmental mission and goals, a detailed assessment method and describe their criteria for program success.

Discussion Questions:

Campus Card Services professionals will be able to:

·       Understand how to connect their services to larger student success goals and the missions of their institutions, using assessment.

·       Campus Card leaders who participate in this program will gain knowledge about how to implement a holistic assessment program that can be applied to any service or program at their institution.

·       Campus Card professionals will gain knowledge about the value of formative assessment, and developing an assessment plan at the same time as they develop a new program or service.

Emily is the Associate Vice Chancellor/Associate Vice President for Administration at the University of Houston System and University of Houston. Her portfolio includes: Auxiliary Services, Parking and Transportation Services, Cougar Card, Printing and Postal Services, Sustainability, Cullen Performance Hall, and Assessment for the Division of Administration and Finance.

Moumita is the manager for A&F Services Assessment and Evaluation at the University of Houston. Her portfolio includes conducting assessment and evaluation including developing surveys and measurement techniques for the Division of Administration and Finance.

A Reader on EVERY Door - Implementing Hotel-Style Card Access in Residence Halls
Sheri Milhollin, Texas Christian University
Holly Dyer

Session Description: TCU recently completed 7 new residence halls that house 15 Greek organizations. This project raised TCU’s total number of residence halls with card readers on the suite doors to 11. We will cover location number schemes, location programming, access group design and population, and temporary card solutions. We will touch on the physical installation and programming of the hardware (AD300s). Sheri Milhollin has been with Texas Christian University for 10 years and is a self-proclaimed 'pseudo-tech' trained in CBORD's CSGold products. She has the unique ability to translate 'tech-talk' into terms that the general public can understand. Come and learn in 'plain language' how these projects went from building plans to students swiping into their suites.

Discussion Questions:

·       How many of you have the responsibility to actually create reader locations?

·       How many of you already have some sort of lock/card reader at the suite level in a res hall?

·       What software do you use for card access? Housing assignments?

·       Can you/do you import from a secondary software?

·       How do you currently handle temporary cards in your res halls?

Sheri Milhollin is the Manager of Card Services at Texas Christian University where she has served for the past 10 years. Her experience includes ownership of several small businesses, serving as corporate secretary in a financial planning firm, being a part of administration at the junior high and high school levels, and holding a property and casualty insurance license. She now adds the title of self-proclaimed 'pseudo-tech' trained in CBORD's CSGold products and is responsible for location programming as well as meal plan and SV&C plan programming in addition to managing the ID Center personnel. She has the unique ability to translate 'tech-talk' into terms that the general public can understand.

Help! I have Hired a Student Employee...Now What?
Corry Moore, University of Florida

Session Description: Student employees can play a vital role in our campus card offices. We owe it to students to do more than hire to sit behind a computer, smile and print ID cards! Attendees will feel empowered to create a meaningful training program that will challenge their student employees to create career goals, think outside the box for tasks that align with their goals while contributing to moving your campus office forward. Topics covered: Recruitment and selection processes, Self-Awareness-StrengthsFinder 2.0, Customer Service-212 Degree Service, and how to enable students to develop their own Helping Skills mechanisms for long-term success.

Discussion Questions:

·       How does your card office currently conduct recruiting for student staff?

·       What does your card office's student staff training look like?

·       How does your card office evaluate/measure your student staff's professional development?

·       What responsibility do you feel that we as professional staff have to fostering the holistic development of student staff?

·       When faced with disconnect, what are some methods used to refocus student staff members on their career aspirations?

Corry Moore, Operations Manager of the ID card office at the University of Florida. Prior to coming to the Business Service Division, he worked 7 years in the capacity of student affairs; first with the University of Florida’s Bursar Office and most recently, the Dean of Students office where he worked in New Student and Family Programs. Corry has an extensive customer service background from working in hotel management as well. He holds a master’s degree in Transformative Leadership where his area of focus was in Emotional Intelligence.

Primer Course
Sheryl Puckett, Arkansas State University
Kim Graham-Pfeffer, Thomas Jefferson University

Session Description: Coming soon

Discussion Questions: Coming soon

Kim is the Director of Financial Services at Jefferson in Philadelphia. She oversees Card Services and the institution's relationship with their bookstore partner. Kim has been at Jefferson for 15 years and involved in card services since 2007. Kim began her career as a Greek Advisor and has served in various roles in higher education over the past 20 years.

Enhancing the Student ID Issuance Experience with Web-based Technologies
Robin Tandon, HID Global
Michael OKarma, Kent State University

Session Description: Learn how HID Global working with key industry partners helped Kent State enhance the student ID issuance process

Discussion Questions:

·       How to improve the process driven by tight integration of a one card solution?

·       How to improve the experience by issuing from any device?

·       How a joined up issuance process saves time and money?

Robin is a passionate experienced product marketing professional with over 20 years experience in the software industry. He has worked on cloud solutions for many years and is an advocate of Agile development techniques. He understands the value of customer led solutions.

Michael is an experienced card office manager, having implemented various technologies including CBORD's CS Gold one card solution as well as HID FARGO Connect to improve the card issuance process for the entire Kent State Campus.

Establishing a Card Office at the Bottom of the World
Julian Toy-Cronin, The University of Auckland, New Zealand
TBD, ColorID

Session Description: The University of Auckland Campus Card programme represents a huge cultural shift for the institution. What were the challenges implementing the concurrent technological, cultural and people changes required for the success of the Campus Card Office. Join us as we explore the learnings we have taken from the collective experience of NACCU and our partner Color ID in implementing a uniquely Kiwi flavoured office. The foundational Office is established, so where to from here for the University of Auckland Campus Card Office.

Discussion Questions:

·       What surprised you about the University of Auckland's approach to the Campus Card?

·       What challenges do you see coming up for our office?

·       Where have your organisations faced resistance to changes driven by the Campus Card Office?

Julian has worked for the University of Auckland for 4 years in different capacities. He has seen the launch of the Campus Card project through from its inception first as a stakeholder to now being in the role of business owner.

Get Ready for Gen Z: The Future of Orientation ID Issuance
Tony Ball, Entrust Datacard

Session Description: To adapt to behaviors and preferences of Gen Z (born 1995 or later), colleges and universities will need to reimagine their orientation administration and the technology that enables it. Providing a seamless experience is crucial to attracting and retaining students in this competitive environment. Participants will learn how to streamline their student ID issuance process to successfully welcome the Class of 2022. This includes methods to improve student wait times, ensure systems can flexibly adapt to new demands, and show ways to easily upgrade systems to issue the identities of the future — creating the ultimate identity solution for higher education. 

Discussion Questions:

·       What are the current points of pain during the card issuance process?

·       What new ID/technology preferences have you noticed with the Fall 2017 incoming class?

·       How can schools better protect our students’ data/identities?

Tony Ball is Senior Vice President and General Manager of the Identity & Access Management (IAM) business unit at Entrust Datacard. Mr. Ball joined the company in 2016 to provide leadership, global strategy and innovation for the access control and authentication solution segments.

Creating your Identity Roadmap
Todd Brooks, ColorID

Session Description: The Campus Identity Roadmap…What is it, Why do we need it and How do we create one. Presentation will summarize the all the important aspects of the migration process for an ID card office and the steps and considerations needed to consider. This includes creating a summary of your card office vision, current state and helping you identify where you need to be in 3 to 5 years. What steps you need to take for reviewing your existing technology and infrastructure and how you got there.

Discussion Questions:

·       Where are we today with our card technology?

·       How do we stack up against other universities?

·       What is changing today?

·       How new technology may shape your Campus Card Program?

·       How do I better identify blockers and better handle them on campus?

·       Our university has a silo effect, how can I bring everyone to the table together?

Todd Brooks is the Director of Product Management for ColorID, a leading provider of identification solutions, biometric systems and support programs. Since joining ColorID, he has been instrumental in the migration of many Universities and Institutions to advanced technologies, including contactless cards and biometric systems. Todd holds degrees from North Carolina State University in both Computer Science and Mechanical Engineering

Rethinking Your Campus Card
Fred Emery, TouchNet

Session Description: Mobile technology has replaced your address book, camera, computer and more; why not your wallet, ID and access key too! Students today are on the go, tech savvy and expect anytime, anywhere access to the information they need. Now is your opportunity to create engaging experiences that enhance the student life cycle and lead to long-term success and retention. Hear how schools are taking the complete approach to campus wide commerce and transactions with a fully integrated, cloud based solution to manage credentials, ecommerce, ID validation and more. Learn how you can move beyond the plastic with a mobile credential.

Discussion Questions:

·       How are your students using mobile today?

·       Is your campus card prepared to move to a mobile credential?

·       What do you need to do to prepare to launch a mobile credential?

·       How do you enhance your student experience with your campus card solution and keep your students engaged?

Fred Emery is the Director of Sales, OneCard, TouchNet. He has been involved in Campus Card technology since 1994 when he launched the OneCard system at Hofstra University and served as Director of HofstraCard Services for nearly 10 years. Following his tenure at Hofstra University, Fred served as Director of System Marketing with General Meters Corporation. Fred came to Heartland in 2007 when the company acquired General Meters. Fred brings over 23 years of campus card experience to TouchNet, having been directly involved in multiple system implementations and the development of OneCard. He is a regular presenter at various trade shows such as NACCU, NACUBO, NACAS, ISC and ASIS.

Trends in Mobility and User Experience: How to Exceed Your Student's Expectations
Arvind Jagannathan, Nelnet Campus Commerce

Session Description: Today, students are turning to their mobile phone to get answers to their in-the-moment questions. They do not want to search or explore; they expect quick and simple answers delivered to them in context. In this session, we will explore the changing landscape of technology today and in the future. We will also discuss how institutions can keep up with this expectation and meet the needs of all generations served on campus.

Discussion Questions:

·       How was Steve Jobs successful in building a revolutionary product?

·       How long does it take for users to adapt a new logo or a software in this age?

·       How do we address changing landscape and exceed expectations?

Arvind has more than 2 decades of experience in design, strategy and building outstanding customer centric products. His previous experience includes in Information technology and Higher Education. Arvind holds a bachelor’s degree in engineering and a master in design. He is a visionary leader inspiring teams to create a positive influence around the world using design and technology.

Panel of End-Users Discuss Lessons Learned for Upgrading Card Technology to Mobile Access and Deploying a Pilot Program
Brett St Pierre, HID Global

Session Description: HID Global has helped Vanderbilt University, Clemson University and Stanford University pilot the use of smartphones as a convenient and compelling new way to open doors to further enhance their campus experience. Administrators have experienced the process of issuing, managing and revoking Mobile IDs to smartphones while implementing solutions that support legacy cards and new smart card technology, as well as the new Mobile IDs. Ranging from small to mid-size deployments, attendees will have an opportunity to learn from first-hand experiences and apply practical approaches when preparing for a mobile pilot program.

Discussion Questions:

·       How many of you plan to migrate to mobile within the next 5 years?

·       How many of you know where to begin when considering transitioning to the use of mobile IDs?

·       Have you made a case for transitioning to mobile credentials with your administration?

·       Have you created a timeline for the transition process?

Brett St Pierre is HID Global's Director of Business Development for North America. In this role, St Pierre is responsible for coordinating the company's product roadmap and business strategy for the education and other vertical markets.

He also serves as Chair of the SIA Education Interest Group ( PASS ), member of NACCU and has supported many educational institutions with technology transitions. As a veteran in the Security industry, St Pierre has 20 years of experience at the organization.

Choosing the Right Technology to Support Your Mobile Strategy
Jeff Staples, Blackboard Transact

Session Description: Choosing the right technology to support your mobile strategy is an important decision for your institution. How an institution chooses to invest, either in short-term, small-scale deployments versus long-term, ubiquitous-use opportunities, will have tremendous ramifications for years to come. Join Jeff Staples, Vice President of Market Development, to discuss the latest industry trends and why your strategy involves so much more than just mobile. Plus, our Blackboard client will share their path of discovery and their focus on the entirety of the user experience as it shaped their choice of Near Field Communication (NFC) standard investments.

Discussion Questions:

·       Understand differences between NFC & BLE

·       Evaluate the choices that affect the entire user experience on campus

·       Discover how each technology impacts student experience within your mobile strategy

Jeff Staples is the Vice President of Market Development and Strategy for Blackboard Transact where he leads the market development and innovation groups.

Jeff’s organization drives business development and strategy, product management, and marketing efforts for Blackboard Transact, including advanced ID technology initiatives related to security and payment solutions. Prior to Blackboard, Jeff was a founding member of the Card Application Technology Center at Florida State University and spent over fifteen years in the ID technology industry developing advanced ID products for the payment and security sectors in higher education. Jeff also provided subject matter expertise and consulting for the U.S. Department of Defense and launched a leading identity and payment industry publication group including CR80News and Regarding ID Magazine.

The Do's & Don'ts of Card Stock
Lois Gamiel, CampusCards by Lois Gamiel LLC

Session Description: Basics: kinds of card stock to order for I.D. & conferences; Taking care of cards - storage (before the cards are given out) and student use & abuse; Why are cards coming back with scratch mag stripes, cracked, or with faded photos; RFID cards - what you should know when you are video imaging your own design-how does the chip affect the look of the card

Discussion Questions:

·       Are you noticing a 'halo' effect on the card front or photo area after you video image?

·       Is the mag stripe getting scratched?

·       Are cards coming back broken?

I have been in the plastic card industry since 1990; specifically the university market since 1994. Married to Randy for 48 years, we have two daughters and four grandchildren who bring us much joy.

Take it to the Studs
Pat Faulkinberry, Gonzaga University
Satish Shrestha, Gonzaga University

Session Description: Take it to the studs sounds like it could be a show on HGTV. What if you could take your card program to the studs and rebuild it, what would it look like? It started as a need to replace the card printer at Gonzaga University and turned into a full blown IT project. Join a discussion on what you would do or have done given the opportunity to take your program to the studs. In the beginning stages of building your program? Join us to learn how others have remodeled their Fixer Upper.

Discussion Questions:

·       What do you wish you knew before implementing your program?

·       Looking forward, what changes would you make for future growth?

·       Would making the investment to dissect the entire program save money in the future?

·       What stakeholders should/should not be involved?

Pat's connection to NACCU began in 2000 when she was hired as the Business Manager. She was quickly immersed into the campus card world interacting with institutional and corporate members. When the office moved from Troy, AL to Phoenix, AZ she chose to stay with her family in Alabama. Since then she has held the position of Director of Campus Card Services at both Liberty University and Gonzaga University.

Satish attended his first NACCU conference in 2017, which exposed him to the world of campus cards. Primarily an application developer, Satish enjoys data science and enterprise application integration. He is a member of NACCU Technology Research Committee. Outside of work, he enjoys playing soccer, backpacking, and bicycling.

Card System Data...Keeping it Clean!
Esmeralda Valdez, University of Houston
Deborah Davis, University of Houston

Session Description: As data becomes more and more valuable as a tool to evaluate operations and conduct service assessments, many card offices struggle with keeping a clean database with only currently enrolled students or currently employed faculty/staff. Additionally, another challenge within the operations is determining when and how to appropriately reconcile active card status with active enrollment or active employment. Let’s discuss what factors should be considered when an individual separates from our institutions and what processes/procedures should be in place to ensure clean and accurate data within the card system.

Discussion Questions:

·       What constitutes “cleaning” out the card systems?

·       What process do you utilize to keep data in the card system current?

·       What is your process/procedure for when a student graduates or simply doesn’t return to campus the following year/semester?

·       What about when faculty/staff terminate or separate from the institution, do you remove their data?

Esmeralda Valdez has more than 25 years of experience in higher education and currently serves as the Executive Director for University Services at the University of Houston. In this role, she oversees the strategic directions and management of an extensive portfolio of auxiliary services, including printing/postal, campus card, and sustainability services. Mrs. Valdez earned her Master’s in Education-Administration and Supervision from the University of Houston and is currently a Ph.D. student in the Higher Education Leadership and Policy Studies program at the University of Houston.

Deborah Davis has worked for the University of Houston for 23 years and has been with campus auxiliaries since 2007 in a number of different roles. While her roles have expanded and contracted over the years her management of the Cougar Card Office has not changed. Currently she is the Director of Cougar Card Services. Deborah earned her MBA from Our Lady of the Lake University in San Antonio Texas. Deborah is a current member of NACCU and NACAS. Deborah is currently participating in the first NACCU Standards and Guidelines Online Course as well as heading up the projects to move away from the current institutional created card system to a third party provider which will include migrating to multiple technology ID cards. Deborah and her family live in Pearland, TX.

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