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25th Annual NACCU Conference 

Keynote & Educational Sessions


Keynote Speaker: Meagan Johnson

Educational Session Schedule

Educational Session Descriptions and Presenters

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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, CNNMoney.com, 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!

Learn more at https://meaganjohnson.com 


Educational Session Schedule

BLOCK 1   Monday April 23   11:00 am - 12:00 pm

Impact of Marketing and Collaboration for New Student Orientations

NFC: The Decision Making Process

The Manager’s Toolkit: Simplifying Training with the NACCU Primer Guide

Establishing a Card Office at the Bottom of the World

Mobile ID at Stanford

Roundtable Discussion: Take it to the Studs

Create a Student Loyalty Program Through GET Rewards

Access Control Automation in University Residence Halls

BLOCK 2   Monday April 23  1:30 pm - 2:00 pm

Securing Credit Card Payments Across an Entire Ecosystem

Integrating Housing Management with Residence Hall Access

Are You Ready for Mobile Credentials?

Create More Communication with Passdown Logs

LionCash+ Hits a Bullseye with Target...A Love Story

Living on the Edge: Managing Students and Keeping your Sanity

One Wire or No Wire! Remote Carding Events Simplified

BLOCK 3   Monday April 23   2:15 pm - 3:15 pm

Expanding Card Services to Departments and other Customers

Zero to Sixty: Training New Employees for Fall Intake

A Reader on EVERY Door: Implementing Hotel-Style Card Access in Residence Halls

Leveraging Online Photo Submission: Best Practices and Lessons from the Field

Write it Down!

Roundtable Discussion: Managers, Let’s Chat!

Choosing the Right Technology to Support Your Mobile Strategy

Creating your Identity Roadmap

BLOCK 4  Monday April 23   3:30 pm - 4:30 pm

Residence Hall Access: Say Goodbye to Keys and Hello to Card Access

Exploring Approaches to Financial Literacy Education on Campus

Mobile, Cloud-based, Managed, or Hosted Card Production Solutions

Millennials Disrupted: Staying Focused in a Gig Economy

Instituting an Assessment Mindset in Campus ID Card Programs

Roundtable Discussion: E=MC2 (Engagement = Marketing & Communications2)

Upgrading Card Technology to Mobile Access and Deploying a Pilot Program: End-User Discussion Panel

UGA Students get Meals on the Run using Reusable Containers

BLOCK 5  Tuesday April 24  11:00 am - 12:00 pm

Promoting Your Card: The Street Team Approach  CANCELLED

Rolling out Hotel Style Locks at DukeWhy and How

Working with Our New Generation

NACCU SAGs Cohort Panel Discussion

Engaging Students through Mobile Applications

Roundtable Discussion: Are Declining Balance Programs in Decline?

Rethinking Your Campus Card

University-Owned Encryption Keys: Improving your Card Security while Keeping your Options Open

BLOCK 6  Tuesday April 24   1:30 pm - 2:30 pm

Enhancing the Student ID Issuance Experience with Web-based Technologies

Building Trust: Leading Performance Teams with Commitment

Herding Cats and Coaxing Dragons: Working with Departmental Customers to Implement and Support Card System Functions

NACCU Technology Research Committee Update

Migration of the Irish1Card at Notre Dame with ColorID

Roundtable Discussion: Card System Data...Keeping it Clean!

Get Ready for Gen Z: The Future of Orientation ID Issuance

Trends in Mobility and User Experience: How to Exceed your Students’ Expectations

BLOCK 7   Wednesday April 25   1:30 pm - 2:30 pm

Modernizing Concessions and Food Truck Operations

Looking for 'The One': Card Printing Solution RFP

Online Photo Submission: The Whole Enchilada

This is Not a Joke: Recarding 4 Times in 4 Years and Living to Tell the Tale

Reshaping Retail for the Mobile Age

Passport Photo Integration CANCELLED

NACCU SAGs Standard 13: Ethics

Roundtable Discussion: Supporting Multiple Credentials, Multiple Devices, and Multiple Technologies...all with a Single Identity

BLOCK 8   Wednesday April 25   2:45 pm - 3:45 pm

Using an iPad to Take Photos at Student Orientation

The WolfCard Program at University of Nevada, Reno

Social Media: What does it Meme?

Help! I have Hired a Student Employee...Now What?

Accepted Everywhere: How Unicard Doubled its Vendor Count on Campus

Big Data Made Easy: Reconciliation to Management Reports

Roundtable Discussion: Preferred Name

LEARNING LAB 1   Wednesday April 25   9:30am - 10:00am

The Do's & Don'ts of Card Stock

Designing and Implementing a Campus Card Loyalty and Rewards Program

LEARNING LAB 2   Wednesday April 25   10:30am - 11:00am

Case Study: Turnstiles Spare a Long Wait for Hungry Students at New Dining Facility

Online Photo Submission

LEARNING LAB 3   Wednesday April 25   11:30am - 12:00pm

Adding Transportation Benefits to OneCard:  Make it a Smart-Card

Unified Cards on Campus: Striking a Balance between Security and Student Freedom


Education Schedule Descriptions and Presenters

BLOCK 1
Monday April 23
11:00 am - 12:00 pm

Impact of Marketing and Collaboration for New Student Orientations

William Boulier & Peter Tom, University of Southern California

Session Level: Beginner
Core Competencies: Administration & Operations | Communications |Marketing

Join us to learn how we reached over 90% of the incoming undergraduate class utilizing our online photo submittal tool, and how we have leveraged our partnership with the Orientation Program to build our new student orientation. This solution was combined with a new distribution campaign which explains card functions and advertises our mobile apps. We have been able to engage parents and students with more direct delivery of information. Learn how these ideas were executed and what results we experienced.

Discussion Questions:

  • How do you manage 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?

Peter Tom has over 25 years in Higher Education and currently serves as the Director of Student Account Services/Cashiers Office and USCard Services. He oversees the receipt of tuition payments, USC’s departmental deposit functions, Title IV refund processing, 3rd Party Agency Billing and the Campus Card program.The campus card program has been challenged to forge partnerships in order to enhance the student experience while maintaining a sustainable operational budget.

NFC: The Decision Making Process

Jeanine Brooks, University of Alabama
Barton Lawyer, Duke University

Session Level: Intermediate | Advanced
Core Competencies: Administration & Operations | Planning | Technology

Join the University of Alabama and Duke University for a panel discussion as we share information regarding 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 SAGs 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, Security and Access Control, 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.

The Manager’s Toolkit: Simplifying Training with the NACCU Primer Guide

Sheryl Puckett, Arkansas State University
Kim Graham-Pfeffer, Thomas Jefferson University
Amy Fox, Florida State University

Session Level: Beginner | Intermediate
Core Competencies: Administration & Operations | Leadership | Student Development

Learn about a new resource from your NACCU Professional Development Team: the NACCU Primer Guide! We are excited to present a new, easy to use template that can help you build a manual, train new employees, or map out your program.

Discussion Questions:

  • Creating a manual is daunting. How does the NACCU Primer Guide help?
  • Consistent training of employees is important. How will this help?
  • What do you, as part of the NACCU community, see as a need for additional resources to help manage your program?

Sheryl Puckett is the Director of Card Services at Arkansas State University. She has been at ASTATE for over 21 years and in the Card Center for 18 years. Sheryl has served in several positions since starting at ASTATE and has been a major part of the growth of the Campus Card Center from a small corner in the Student Accounts Department to a large area dedicated solely to the Campus Card Center. 

Kim is the Manager, Campus Card and Accounts Payable Data Processing at Jefferson in Philadelphia. In addition to her responsibilities in Card Services and Accounts Payable, Kim also manages 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 Fraternity/Sorority Advisor and has served in various roles in higher education over the past 20 years.

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.

Establishing a Card Office at the Bottom of the World

Julian Toy-Cronin, The University of Auckland, New Zealand
Danny Smith, ColorID

Session Level: Beginner | Intermediate | Advanced
Core Competencies: Administration & Operations | Planning | Technology

The University of Auckland campus card programme represents a huge cultural shift for the institution. Discover the challenges we faced implementing the concurrent technological, cultural and people changes required for the success of the campus card office. Join us as we explore the takeaways from the collective experience of our university and our partner Color ID in implementing a uniquely Kiwi-flavoured office. The foundational office is established, so we’ll discuss where the University of Auckland campus card office goes from here.

Discussion Questions:

  • Could you learn from University of Auckland's approach to the campus card?
  • What challenges could you see coming up for our office?
  • Where has your organisation faced resistance to changes driven by the campus card office?

Julian has worked for the University of Auckland for four years in different capacities. He has seen the launch of the campus card project through from its inception, first as a stakeholder, to now in the role of business owner.

Danny Smith is the Co-Owner and Executive Vice President of ColorID. He’s been directly involved in helping institutions create a future forward campus identity roadmap, unifying credential modalities and enhancing student services and security. Danny is a regular attendee of higher education conferences in Europe, Australia, New Zealand and North America where he shares information on emerging campus identity technologies and trends.

Mobile ID at Stanford

Jay Kohn, Stanford University

Session Level: Beginner | Intermediate | Advanced
Core Competencies: Administration & Operations | Planning | Technology

This presentation is a follow-up to the session “Card Office Futures: 13.56MHz and Mobile” presented at NACCU 2017, and will update attendees on the rollout of the bluetooth mobile ID at Stanford.

Discussion Questions:

  • Are you using mobile ID?
  • Are you familiar with mobile ID technologies: Bluetooth or NFC?
  • Where do you see the future of access control and transactions going at your campus?

Jay is the Director of Card Services at Stanford. She has been with Stanford over 20 years and with Card Services for 10. Card Services includes access control, transactions, video, and the Card Office. Jay enjoys working with technology and working to stay ahead of the curve.

Roundtable Discussion: Take it to the Studs

Pat Faulkinberry & Satish Shrestha, Gonzaga University

Session Level: Beginner | Intermediate | Advanced
Core Competencies: Fiscal Management | Planning | Technology

“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? What started as a need to replace the card printer at Gonzaga University turned into a full-blown IT project. Join a discussion about what you would do, or have done, given the opportunity to take your program to the studs – back to the beginning stages of building your program. Join us to learn how we and others have remodeled a 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 Liberty University, then 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 the NACCU Technology Research Committee. Outside of work, he enjoys playing soccer, backpacking, and bicycling.

Create a Student Loyalty Program Through GET Rewards

Read Winkelman, CBORD
Mark Brown, Vanderbilt University
Kristy Vienne, Sam Houston State University

Session Type: GOLD
Session Level: Beginner | Intermediate | Advanced
Core Competencies: Administration & Operations | Planning | Technology

Students love getting free stuff. Your university wants to increase retail purchases and boost event attendance. So why not reward students for using their campus card? CBORD’s latest offering with the GET family of mobile credential and commerce products allow you to provide incentives through your campus card system. With GET Rewards, you can customize a loyalty program to fit the needs of your campus and provide automated rewards, such as discounts and deposits, or redeemable rewards for promotional items. Learn how to unlock this free feature within GET and how schools are implementing GET Rewards on campus this spring. 

Read Winkelman is Vice President of Sales at CBORD. He has worked in the higher education community for over 20 years. At CBORD, he steers outreach and communication efforts to colleges and universities around the world as well as a broad network of technology partners. His team advises hundreds of institutions on mission-critical auxiliary technologies including access control solutions, integrated campus card systems, intelligent video technologies, and other CBORD solutions.

Mark Brown is Assistant Director for Business Services at Vanderbilt University in Nashville, TN. Mark’s areas of responsibility in addition to the Commodore Card Office, are IT systems for Campus Dining, Mail Services, Child Care and Printing Services. He has worked with card programs for the past 14 years.

Dr. Kristy Vienne currently serves as the Assistant Vice President for Student Affairs at Sam Houston State University. Kristy oversees the Bearkat OneCard Services, Student Money Management Center, and Research & Assessment for her university. Kristy is a former NACCU Board member and has been involved in the industry for over 16 years.

Access Control Automation in University Residence Halls

Nathan Brown, University of Kentucky & Jim Primovic, PERSONA

Session Type: GOLD
Session Level: Beginner | Intermediate | Advanced
Core Competencies: Administration & Operations | Planning | Technology

In 2012, University of Kentucky funded a $4.8 million project to centralize physical security across campus.  Through this project UK established the Wildcard as the single smart identification approved for campus use. In Fall 2013, UK opened its first of fourteen (14) new residence halls equipped with wireless access control points into each resident room. This required manual programming for each cardholder, each semester which became a great challenge for the University.  In 2016, UK partnered with engineers from ASSA, Stanley Security Solutions, and UK Information Technology Services to automate this process. This presentation provides a narrative of electronic safety and security in UK residences halls and how UK partnered with stakeholders to develop this automated process.

Discussion Questions:

  • Attendees will understand the key trouble points when installing electronic access control in university or college residence halls.
  • Attendees will take-away best practices in automating residence hall access level assignments and the rules UK established to ensure efficient operations.
  • Attendees will understand the vast number of stakeholders associated with electronic access control in residence halls and the importance of strong partnerships to ensure operations.

Nathan Brown currently serves as the Administration Major for the University of Kentucky Police Department.  His responsibilities include Finance, Human Resources, Support Services, Police Technology, and Project Management.  Major Brown is directly responsible for oversight of the University of Kentucky Central Security System, which includes over 100,000 cardholders, over 9000 access control points, 2500 security cameras, and 30 emergency towers.  He is a graduate of the FBI National Academy and holds a Masters degree in Public Administration from the UK Martin School and Bachelor’s degree in Criminal Justice and Police Administration from Eastern Kentucky University.

Jim Primovic is the Regional Campus Manager for Persona / ASSA Abloy.


BLOCK 2
Monday April 23
1:30 pm - 2:00 pm

Securing Credit Card Payments Across an Entire Ecosystem

Matt Donnelly, FreedomPay

Session Level: Beginner | Intermediate | Advanced
Core Competencies: Technology

Let’s explore the importance of securing payments across an entire enterprise or campus. From the point-of-sale in the restaurants and bookstores, to online eCommerce payments, to parking, it's important that the clear text credit card data is never introduced into any network where a hacker could access it, should there be an unfortunate breach. FreedomPay's PCI validated point-to-point encryption solution will ensure that no clear text credit card data ever enters the environment, in addition to enabling EMV, to protect both the merchant and the cardholder from theft or fraud. Regardless of the merchant's acquirer or point-of-sale provider, FreedomPay can provide an easy-to-implement solution to take care of the necessary security needs, as well as adding benefit with value-added services.

Discussion Questions:

  • Do you know the difference between point-to-point encryption versus end-to-end encryption?
  • Are you familiar with the SAQ-P2PE as it relates to PCI audits?
  • What your biggest challenge as it relates to securing payments across the entire campus, not just at card-present locations?

Matthew Donnelly has worked at FreedomPay since 2012. As VP of Security & Solutions, he spearheaded North America’s first PCI P2PE validation for the FreedomPay Commerce Platform P2PE solution. He provides partners and clients with expertise to ensure their environments adhere to the PCI Councils’ strictest compliance requirements.

Integrating Housing Management with Residence Hall Access

Lindsay Martin-Nez, BadgePass

Session Level: Beginner | Intermediate | Advanced
Core Competencies: Technology

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 each student's arrival on move-in day and automatically activate credentials accordingly, thereby saving you time and ultimately, money.

Discussion Questions:

  • Are you 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 eight 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”.

Are You Ready for Mobile Credentials?

Steve Robbins, Clemson University

Session Level: Beginner | Intermediate | Advanced
Core Competencies: Technology

Mobile credentials are here, but are you ready? To answer this question, we conducted a small pilot of residential users to evaluate how mobile technologies can be successfully rolled out and managed. Partnering with University Housing and Dining, TigerOne worked closely with Residential Life to issue mobile IDs to the residents of our newest residence hall. In this presentation, we will share our approach, feedback from participants, lessons learned, and the future of mobile at Clemson.

Discussion Questions:

  • If you introduce a second credential, what are the implications to consider; will both the ID card and mobile ID be active or will you need to choose one or the other?
  • When you introduce mobile, what will be the uses of the new technology; will it be limited in use or accepted everywhere?
  • What are the high impact areas on our campus?
  • What are the advantages of rolling out mobile today and what are the possibilities for the future?

Steve has worked at Clemson since 1990 in various financial and technology roles in Student Affairs. He has worked with the card office for about 15 years and his focus for the past five years has been the transformation of the card office from auxiliary enterprise to a mission critical service. Managing change has been and continues to play a major part in this ongoing transformation that has resulted in key partnerships across the university.

Create More Communication with Passdown Logs

Corry Moore, University of Florida

Session Level: Beginner
Core Competencies: Administration & Operations

Leaving post-its and indicating high importance on emails are sometimes overlooked by staff. Working in hotels has taught numerous lessons, one being: keep office happenings in a central location for staff to review and initial daily. Although, there is more to it than printing off documents and throwing them into a three-ring binder. We have found that staff look for information more often, and this process has produced some helpful SOPs. This discussion will 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 is Operations Manager of the ID card office at the University of Florida. Prior to coming to the Business Service Division, he worked seven 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 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 Level: Beginner | Intermediate
Core Competencies: Administration & Operations | Planning | Technology

This is 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, personnel, 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?
  • How far are you willing to bend without breaking established policies and procedures?
  • When multiple challenges arise what strategies do you utilize to rally the troops, bolster morale, and move forward through turbulent times?

Amy Perryman is the manager of the id+ Office at Penn State University. She oversees the LionCash+ Program, University Banking contract, and ID card services.

Living on the Edge: Managing Students and Keeping your Sanity

Haley Matlock, Louisiana State University

Session Level: Beginner | Intermediate
Core Competencies: Leadership | Student Development

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 challenges with student workers and how to handle them.

Discussion Questions:

  • Have you ever had a challenging or unique situation with a student worker?
  • Have you missed a red flag when interviewing a potential student worker?
  • How do you motivate your student workers to 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. 

One Wire or No Wire! Remote Carding Events Simplified

Mark McKenna & Amy Surprenant, University of Vermont

An overview of how the University of Vermont prepares for remote carding events utilizing iPads, TruCredential software and CS-GOLD. Learn how UVM transformed their process to better serve remote carding events without the need for dragging printers and computers around campus. 

Mark is the Director of the CATcard Service Center at the University of Vermont. He has spent over 20 years growing the office from a handful of vending and point-of-sale devices to a system comprised of over 2000 locations. The CATcard Service Center is responsible for applications that include access control, CCTV, dining, laundry and MICROS POS system to name a few. The CATcard office runs and manages a large self-operated off-campus program and provides services to 3 other higher educational institutions and the City of Burlington. 

Amy has been the Business Manager at the CATcard Service Center for over 7 years. Amy not only functions as the financial manager, but brings along marketing experience to help maintain existing relationships between both on and off-campus partners. Amy coordinates remote carding activities and assists in all day to day activities concerning the CATcard Office.


BLOCK 3
Monday April 23
2:15 pm - 3:15 pm

Expanding Card Services to Departments and other Customers

Kim Graham-Pfeffer, Thomas Jefferson University

Session Level: Beginner | Intermediate
Core Competencies: Administration & Operations | Communications | Marketing | Planning

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. We will explore unique options for expanding campus card services, increasing 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 usage?
  • 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 throughout your campus? What are the successes and challenges of the existing structure?
  • What are some services you would like to provide but are facing challenges implementing?

Kim is the Manager, Campus Card and Accounts Payable Data Processing at Jefferson in Philadelphia. In addition to her responsibilities in Card Services and Accounts Payable, Kim also manages 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 Fraternity/Sorority Advisor and has served in various roles in higher education over the past 20 years.

Zero to Sixty: Training New Employees for Fall Intake

Erin Chezick, Carleton University

Session Level: Beginner | Intermediate | Advanced
Core Competencies: Administration & Operations | Leadership | Student Development

Our Student Customer Service Representatives are often the first people new students (and their parent(s)) will interact with when arriving on campus. In an environment that requires juggling campus cards, transit passes, general information desk requests, and a lost and found, just to name a few, how 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 we are excited to share 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 four 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.

A Reader on EVERY Door: Implementing Hotel-Style Card Access in Residence Halls

Sheri Milhollin & Hollis Dyer, Texas Christian University

Session Level: Beginner | Intermediate
Core Competencies: Administration & Operations | Technology

TCU recently completed seven 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. In this session, 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). Join us and learn in 'plain language' how these projects went from building plans to students swiping into their suites.

Discussion Questions:

  • Do you have the responsibility to actually create reader locations?
  • Do 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.

Hollis joined the United States Air Force in January 1972, where he served in various career fields including mechanical and work force management. He also earned a degree in Business Management from Wayland Baptist University in San Antonio, Texas, in 1995. Hollis retired from the Air Force in 1999, and shortly thereafter began working at TCU. He has become a Certified Educational Facilities Professional from APPA University and his work has focused on security improvements at TCU. In 2016 he received his Master’s in Liberal Arts. He currently serves TCU as the Assistant Director of Building and Equipment Maintenance and plays a key role in new and ongoing construction. 

Leveraging Online Photo Submission: Best Practices and Lessons from the Field

Scott Brannan, Temple University; Margaret Pollard-Brown, Old Dominion University; Shane Grizzle, Emory University; Stephanie Kernozicky, University of Connecticut

Session Level: Beginner | Intermediate | Advanced
Core Competencies: Administration & Operations | Marketing | Planning

This panel session will explore how several universities have approached reviewing, selecting, and implementing online photo submission products to streamline processes and improve efficiency.

Discussion Questions:

  • How are you currently handling capturing and managing ID Card photos?
  • Is buying or building an online photo solution right for your institution? What factors do you need to consider?
  • What processes and procedures need redesigned to best leverage online photo submission?
  • What challenges might you face with implementing a new system and new processes? How can you mitigate them?

Scott Brannan has been with the OWLcard Office at Temple University since 2004. He is a former member of the NACCU Board of Directors and Conference Chair of Reno 2018. He’s made numerous presentations at NACCU regional workshops and conferences.

Margaret Pollard-Brown is the manager of the Monarch Card Center.  She has acquired over 25 years of customer service and management experience.  The best part of her job is meeting students during at Freshman Preview, seeing them mature over four years and having the opportunity to watch them walk across the stage and accept their diplomas.   Margaret is currently a member of the NACCU Membership Committee.  

Shane Grizzle has been with the Emory CardOffice since 2001.  He has strong technical experience with General Meters, TouchNet (formerly Heartland), Microsoft SQL and Visual Studios.  Shane is a proud military veteran, having served honorably for 22 years in the United States Air Force Reserves.  He retired in August 2015.  He has used his military and campus card experiences to develop a road map to keep EmoryCard moving into the future.  

Stephanie Kernozicky is the Director of the One Card Office at the University of Connecticut. She has been a member in NACCU since 2011 and was in the first NPI class NACCU offered. She has also served on the NACCU Education Committee.

Write it Down!

Laurie Harris, Duke University

Session Level: Intermediate
Core Competencies: Administration & Operations | Communications

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 include 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.

Roundtable Discussion: Managers, Let’s Chat!

Jessica Bender, Palm Beach State College

Session Type: Roundtable
Session Level: Intermediate | Advanced
Core Competencies: Leadership

Join us for a lively conversation. NACCU Roundtable sessions provide a casual format with no presentation (and no legal advice). Pull up a chair, listen in, and share your thoughts and experiences. This is a great opportunity to engage with your colleagues. 

One of the greatest benefits of NACCU is the people that you meet. We all have a story to tell and great things to share. This session will provide an opportunity for managers to come together to talk about how things are going, share great news, or ask for advice about challenges. Our schools may be miles away from each other, however many of our challenges are the same.

Discussion Questions:

  • What are you doing well that’s working? 
  • What have you discovered in your time as a manager?
  • What advice can you offer a new manager?
  • What challenges are you facing?

Jessica Bender is Manager of Auxiliary Services and College Card at Palm Beach State College. She joined Palm Beach State College in January 2007 as the Manager of the College Card program. Jessica was promoted to her current position in 2010 and is now responsible for the management of auxiliary contracts at the College, including bookstore, food services, and vending operations at all four of the College’s campuses. She also retains responsibility for all aspects of the College’s PantherCard program. Jessica has been a member of NACCU since 2003, and is currently serving her 6th year on the NACCU Board of Directors as the Past President. She will serve as the Conference Chair for the 2019 conference.

Choosing the Right Technology to Support Your Mobile Strategy

Jeff Staples, Blackboard Transact

Session Type: GOLD
Session Level: Beginner | Intermediate | Advanced
Core Competencies: Planning | Technology

Choosing the right technology to support your mobile strategy is an important decision for your institution. How an institution chooses to invest, 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, a 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:

  • Do you want to understand differences between NFC & BLE?
  • Should you evaluate the choices that affect the entire user experience on campus?
  • Can you 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.

Creating your Identity Roadmap

Todd Brooks & Danny Smith, ColorID

Session Type: GOLD
Session Level: Beginner | Intermediate | Advanced
Core Competencies: Administration & Operations | Planning | Technology

The Campus Identity Roadmap…What is it, Why do we need it, and How do we create one? The presentation will summarize the all the important aspects of the migration process for an ID card office and the steps and considerations required. 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. You’ll understand the steps you need to take for reviewing your existing technology and infrastructure and how you get there.

Discussion Questions:

  • Where are you today with your card technology?
  • How do you stack up against other universities?
  • What is changing today?
  • How may new technology shape your campus card program?
  • How can you better identify blockers and better handle them on campus?
  • How can you bring everyone to the table together if the university has a silo effect?

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. 

Danny Smith is the Co-Owner and Executive Vice President of ColorID. He’s been directly involved in helping institutions create a future forward campus identity roadmap, unifying credential modalities and enhancing student services and security. Danny is a regular attendee of higher education conferences in Europe, Australia, New Zealand and North America where he shares information on emerging campus identity technologies and trends.


BLOCK 4
Monday April 23
3:30 pm - 4:30 pm

Residence Hall Access: Say Goodbye to Keys and Hello to Card Access

Fred Emery, TouchNet
Doug Vanderpoel, Mt. Holyoke College
Jennifer McNeill, University of Alberta

Session Level: Beginner | Intermediate | Advanced
Core Competencies: Administration & Operations | Planning | Technology

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, alternatives 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, budget concerns, and administration of the system.

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.

As the Director of Auxiliary Services at Mount Holyoke College, Doug Vanderpoel has responsibility for various areas at the college.  He oversee operations of several areas including Cable Television, the Campus One Card program, Mail Services, Telephone Services, Video Surveillance and security systems, Mass Notification and various other systems and contracts including cell towers, cell repeater, Dining Services and Public Safety IT support. He is responsible for all aspects including implementation, budget, marketing, program development and daily operations. He is a former board member and 2015 distinguished service award recipient. 

Jennifer McNeill serves as ONEcard Manager at the University of Alberta. She has been instrumental in expanding campus card services, managing the ONEcard system, and working with system partners to provide enhanced services to students at the University of Alberta.

Exploring Approaches to Financial Literacy Education on Campus

Neal Luján, Colorado State University

Session Level: Beginner
Core Competencies: Student Development

Some campuses have more than a decade of experience responding to the financial literacy education needs of their students. In this session, we will review national data related to financial literacy and college students. We will explore leading efforts at colleges and universities related to financial literacy education, online learning tools available in the market, and resources available for higher education professionals to develop understanding related to topics of financial literacy. Join in as we explore the role a card office can play in collaborating with campus colleagues to develop financial wellness initiatives.

Discussion Questions:

  • What need for financial literacy education have you observed on your campus?
  • How is your campus approaching/addressing the need for financial literacy education?
  • Who is leading and involved in this initiative?
  • What best practices have you observed related to financial literacy education in higher education?

Neal Luján is Director of the RamCard program at Colorado State University. He joined the RamCard team in 2005, and likes the dynamic one-card work environment. He has particularly enjoyed providing leadership for major campus and RamCard initiatives over the years.

Mobile, Cloud-based, Managed, or Hosted Card Production Solutions

Robert Gailing, SmartContactless

Session Level: Beginner | Intermediate | Advanced
Core Competencies: Administration & Operations | Planning | Technology|

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.

Millennials Disrupted: Staying Focused in a Gig Economy

Kati Kennedy, BankMobile Disbursements

Session Level: Beginner | Intermediate | Advanced
Core Competencies: Communications| Leadership | Student Development

There is a new trend in the working world – the ‘gig’ economy where Millennials in particular have multiple part time jobs to create a full-time job. Studies show that employee classifications are changing and by 2020, 40% of American workers will be independent contractors. With increased technological dependence, new occupations and financial tools are rapidly being created for millennial students. Understanding specific trends about millennials allow us to develop services that these students and alumni will need. Join this session to learn about tools put in place to ensure millennials feel prepared for their financial futures.

Discussion Questions:

  • What are the characteristics of a Millennial in a ‘gig’ economy?
  • How does your institution support the economic, financial and social needs of Millennials?
  • What tools and programs have been put into place to help students focus on academics and finances in a ‘gig’ economy?

As Senior Vice President of Client Operations, Kati Kennedy oversees the BankMobile Client Operations department. Her team is accountable for overall Client Experience and providing consultative services to institutions. As a member of the leadership team, she also helps shape BankMobile’s development, strategy and focus. Prior to BankMobile, Kennedy spent 12 years as an account manager and client advocate in the information technology and insurance industries. She is a graduate of the University of Iowa.

Instituting an Assessment Mindset in Campus ID Card Programs

Emily Messa & Moumita Mukherjee, University of Houston

Session Level: Intermediate
Core Competencies: Administration & Operations | Leadership | Student Development

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. With this tool, managers outline their departmental mission and goals, a detailed assessment method, and describe their criteria for program success.

Discussion Questions:

  • Do you understand how to connect services to larger student success goals and the missions of your institution using assessment?
  • Do you know how to implement a holistic assessment program that can be applied to any service or program at your institution?
  • Do you want to know about the value of formative assessment, and developing an assessment plan at the same time you 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.

Roundtable Discussion: E=MC2 (Engagement = Marketing & Communications2)

Alla Frank, Jackson State University

Session Type: Roundtable
Session Level: Beginner | Intermediate | Advanced
Core Competencies: Communications| Marketing

Join us for a lively conversation. NACCU Roundtable sessions provide a casual format with no presentation (and no legal advice). Pull up a chair, listen in, and share your thoughts and experiences. This is a great opportunity to engage with your colleagues. We’ll discuss social media strategies and how to reach students where they are.

Discussion Questions:

  • Who manages your social media accounts for your campus card? Are your student-workers allowed to provide input on what's published?
  • How do you use social media to increase awareness and use of the card and related services on your campus?
  • Are you utilizing the campus card and associated programs in emergency preparedness strategies?
  • Have you had an online contest or social media marketing campaign that offered great results?
  • Are you interested in investing time and energy into increasing your social media presence?

 Alla Jeanae Frank currently serves as the Assistant Director of Auxiliary Enterprises at Jackson State University. She oversees the JSU™ Supercard Program, which consists of 150+ off-campus merchants and assists with managing the university's on-campus partnerships. Alla has been a member of NACCU for four years and currently serves on the Professional Development Committee. 

Upgrading Card Technology to Mobile Access and Deploying a Pilot Program: End-User Discussion Panel

Brett St. Pierre, HID Global; Mark Brown, Vanderbilt University; Jay Kohn, Stanford University; Steve Robbins, Clemson University

Session Type: GOLD
Session Level: Intermediate
Core Competencies: Planning | Technology

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:

  • Do you plan to migrate to mobile within the next 5 years?
  • Do 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 ), is a 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.

UGA Students get Meals on the Run using Reusable Containers

Bill McGee & Mike Perkins, University of Georgia; Jon Gear, Atrium by JSA Technologies

Session Type: GOLD
Session Level: Beginner | Intermediate | Advanced
Core Competencies: Administration & Operations | Technology

UGA Dining Services is offering a To-Go meal option beginning Fall 2018. To vet the process, a group of approximately 100 students and staff have participated in a proof-of-concept pilot program during Spring 2018. The program utilizes reusable containers and has been fully implemented within the Atrium Campus Card System. Come hear about the requirements and how they were implemented. Information on usage and feedback will also be provided.

Discussion Questions:

  • Why is UGA offering this program?
  • What are the specific restrictions to being able to get a to-go meal?
  • How are the students responding to the program?

Bill 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, Bill 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, and strategy.


BLOCK 5
Tuesday April 24
11:00 am - 12:00 pm

Promoting Your Card: The Street Team Approach CANCELLED

Nicole Hofman, Sheridan College

Session Level: Beginner | Intermediate
Core Competencies: Marketing| Student Development

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 you market the onecard and its advantages to students in a way that excites them?
  • How do you start my own street team?
  • How can you get the most information out to students without overwhelming them?
  • How can you maintain staff retention?

Rolling out Hotel Style Locks at DukeWhy and How

Debbie DeYulia, Duke University
Terri Sopko, PERSONA

Session Level: Intermediate
Core Competencies: Communications| Marketing | Technology

In 2015, Duke OIT and Housing collaborated on a plan to roll out hotel style locks in a renovated building. In 2016, the pilot went live as the residence hall re-opened and was very successful, leading to the decision to continue to install these locks in residence halls that are renovated or newly built. By the end of 2017, Duke will have installations complete in three residence halls, with several others underway. We will share why we decided to undertake this project, decision on equipment and vendors, engagement of IT resources, and our communication plan.

Discussion Questions:

  • What should be considered for technology needs?
  • What needs to be communicated before and during move-in day?
  • What do you need to have on-site during move-in day?
  • What challenges are ahead?

Debbie DeYulia is the Director of Program Management in the Office of Information Technology at Duke University. As director of DukeCard and Program Management, Debbie oversees OIT's DukeCard office, managing the card ID and access needs of university faculty, students, and staff. In addition, she oversees OIT's Collaborative Services group, which works with IT departments across campus to support system level services. Prior to this position, Debbie served as the Director of Customer & Technology Support for OIT.

Terri Sopko is the Regional EAC Campus Manager for PERSONA and has been Duke's partner 'on the ground' during our first two implementations of hotel style locks in Duke residence halls.

Working with our New Generation

Amy Fox, Florida State University

Session Level: Beginner | Intermediate | Advanced
Core Competencies: Communications| Leadership | Student Development

Learn about what makes Gen Z tick and how that applies to your campus card program. This session will summarize recent and current research and apply it to the management and training of student workers.

Discussion Questions:

  • Who is Gen Z?
  • What challenges do they face?
  • How can we create a successful environment for them?

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.

NACCU SAGs Cohort Panel Discussion

Jeanine Brooks, University of Alabama
Deborah Davis, University of Houston
Laurie Harris, Duke University

Melissa Neidigh, University of Montana

Session Level: Beginner | Intermediate | Advanced
Core Competencies: Administration & Operations | Communications | Leadership | Planning

The NACCU Standards and Guidelines (SAGs) provides a tool for a comprehensive review of campus card programs. The results of this assessment can be used to guide strategic plans, identify opportunities and strengths, and to identify weaknesses and areas that need development. The SAGs assessment tool allows for a consistent process which can be replicated to ensure that the assessment cycle continues.

In this Panel Discussion, members of SAGs Cohort 1 will help you learn about NACCU’s Standards and Guidelines (SAGs), how SAGs can help your office, and what the cohort experienced while going through the process of assessing their own programs.

Discussion Questions:

  • Why did NACCU create the SAGs program?
  • How will you use the information derived from SAGs to benefit your office and your institution?
  • Who in your 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.

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.

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.

Melissa Neidigh serves as the Associate Director of Operations in Residence Life at the University of Montana. She has over 10 years of experience in the campus card program. Melissa is currently a member of the NACCU Board and SAGS faculty, and has also served on the Professional Development Committee.

Engaging Students through Mobile Applications

Kent Pawlak, Blackboard Transact

Session Level: Beginner | Intermediate | Advanced
Core Competencies: Administration & Operations | Student Development | Technology

The mobile-first generation has arrived on campus. 85% of students own a smartphone, and spend 8-10 hours on them every day. Institutions that speak to these students where they’re most comfortable – on their mobile devices – will gain a competitive advantage and increase student engagement. Smart campus leaders are leveraging the mobile revolution to improve the student experience in interesting and unexpected ways. They’re creating safer campus environments by allowing students to report concerning behavior and safety hazards. They’re enabling door access, recording attendance, allowing simplified access to campus accounts, preordering campus meals, facilitating payments on and off campus, helping students find and compare course materials, and more – all from the mobile devices integrated so completely in students’ daily lives.

Discussion Questions:

  • Are you seeking opportunities for improving the student experience through mobile engagement?
  • Would you like to learn about campuses’ experience implementing these mobile engagement strategies?

Kent leads strategic direction for Blackboard's campus enablement  line of products. Drawing on over 25 years of experience in higher education, including 15 years of university employment, Kent is able to relate to unique challenges faced by faculty, staff, and administrators in meeting student needs for an engaging, safe learning environment. His work with the Blackboard Ed Tech platform champions a connected user experience across an extensive education focused  product portfolio. Kent also serves on the executive team of a national collegiate leadership honorary organization with over 500 chapters across North America.

Roundtable Discussion: Are Declining Balance Programs in Decline?

Steve Robbins, Clemson University

Session Type: Roundtable
Session Level: Beginner | Intermediate | Advanced
Core Competencies: Communications|Fiscal Management | Student Development

Join us for a lively conversation. NACCU Roundtable sessions provide a casual format with no presentation (and no legal advice). Pull up a chair, listen in, and share your thoughts and experiences. This is a great opportunity to engage with your colleagues. 

Declining balance programs have been around a long time and have offered our students the convenience of a cashless user experience: a single ID card that could be used for practically everything on campus and in some cases even off-campus. The goal of this roundtable is to peel back the layers and discuss what institutions are seeing with their declining balance programs in light of alternatives and initiatives to add value to the student experience.

Discussion Questions:

  • How many of you have a declining balance program?
  • How many of you have multiple declining balance programs?
  • Are these programs mandatory or optional?
  • What changes have you seen with your declining balance programs in the last 3-5 years?
  • If you have seen increases, what would you attribute this to?
  • If you have seen a decline, what has changed?
  • Does the decline necessarily suggest a decrease in value?

Steve has worked at Clemson since 1990 in various financial and technology roles in Student Affairs. He has worked with the card office for about 15 years and his focus for the past five years has been the transformation of the card office from auxiliary enterprise to a mission critical service. Managing change has been and continues to play a major part in this ongoing transformation that has resulted in key partnerships across the university.

Rethinking Your Campus Card

Fred Emery, TouchNet

Session Type: GOLD
Session Level: Beginner | Intermediate | Advanced
Core Competencies: Administration & Operations | Planning | Student Development|

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.

University-Owned Encryption Keys: Improving Your Card Security While Keeping Your Options Open

Jeffrey Koziol & Jeremy Earles, Allegion

Session Type: GOLD
Session Level: Beginner | Intermediate | Advanced
Core Competencies: Fiscal Management | Planning | Technology

Smart cards are becoming more and more prevalent on college campuses, but not everyone knows about the vulnerabilities of this technology and the encryption key options available that enable freedom in your purchasing and access control technology choices. In this session, you will learn about the different types of card technology, and how some campuses are taking control of their cards once and for all using university-owned keys and creating a more secure and interoperable ecosystem on their campus.

Discussion Questions:

  • Have you experienced a breach of security or information theft that can be traced back to mag stripe or prox cards?
  • Do you currently use smart card technology on campus? Are you are moving to smart cards in the next 1-3 years?
  • Have you experienced an issue using your cards with ‘un-matched’ access control technology on campus?
  • Do you understand the concept of encryption keys and the security of your current credentials?
  • Have you made an ID card technology decision that has limited your ability to interface with other types of hardware and/or devices on campus as specified by other departments?

Jeff has spent nearly all of his working career with Ingersoll Rand & Allegion with nearly 14 years of experience in the campus security field in various sales, product management, and marketing roles. He currently manages Allegion's relationships with the 'One-Card' software partners that service the campus market.

Jeremy has spent most of his career in the security access world working for Honeywell and Ingersoll Rand/Allegion. He has been a past presenter at NACCU conferences in his role as Credential/Reader Product Manager for Allegion, sharing his expertise in university ID cards.


BLOCK 6
Tuesday April 24
1:30 pm - 2:30 pm

Enhancing the Student ID Issuance Experience with Web-based Technologies

Robin Tandon, HID Global
Michael O'Karma, Kent State University

Session Level: Beginner | Intermediate | Advanced
Core Competencies: Administration & Operations

Learn how HID Global worked with key industry partners to help Kent State enhance the student ID issuance process.

Discussion Questions:

  • How can we improve the process driven by tight integration of a one card solution?
  • How can we improve the experience by issuing from any device?
  • How does a joined-up issuance process save 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.

Building Trust: Leading Performance Teams with Commitment

Kristy Vienne, Sam Houston State University

Session Level: Intermediate | Advanced
Core Competencies: Communications| Leadership | Student Development|

On most of our campuses, the card office can consist of a relatively small team. The importance of being able to count on your colleagues when it matters most cannot be overstated. Trusting relationships truly are the foundations for productive and enjoyable workplaces. Trust helps improve communication and productivity by giving you and your colleagues the confidence to express and resolve problems. This in turn allows you to focus and collaborate more effectively. At the same time, there are many pitfalls associated with distrusting relationships, including negative impacts on personal development and team and organizational success. This presentation will provide valuable insight into the impact of trust and distrust in the workplace. It also addresses the importance of fostering trusting relationships at work, and how to build and sustain trust with your colleagues, your supervisor, and if applicable, your staff.

Discussion Questions:

  • What is organizational trust?
  • What is your definition of trust?
  • What does workplace trust look like?
  • How do you build trust if you do not feel your supervisor is trustworthy?

Dr. Kristy Vienne currently serves as the Assistant Vice President for Student Affairs at Sam Houston State University. Kristy oversees the Bearkat OneCard Services, Student Money Management Center, and Research & Assessment for her university. Kristy is a former NACCU Board member and has been involved in the industry for over 16 years.

Herding Cats and Coaxing Dragons: Working with Departmental Customers to Implement and Support Card System Functions

Maggie McCarthy, University of Montana

Session Level: Beginner | Intermediate | Advanced
Core Competencies: Administration & Operations | Planning

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. We 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.

NACCU Technology Research Committee Update

Rozie Amos, University of Calgary
Ben Anderson, Tapingo
Jay
Kohn, Stanford University
Nathan Gray, James Madison University

Session Level: Beginner | Intermediate | Advanced
Core Competencies: Administration & Operations | Planning | Technology

The NACCU Technology Research Committee was newly formed in 2017 to help move NACCU forward as a leader and expert resource in the areas of campus cards and transaction and credentialing management. The presentation will outline the work performed to date by the NACCU Technology Research Committee, along with a Q&A on future requests and suggestions for the group.

Discussion Questions:

  • What value did you receive from projects over the past year?
  • What suggestions do you have for better interaction with the team?
  • What areas of interest would you like to see researched in the coming year?

Rozie has worked in the campus card industry since 2010 and has been at the University of Calgary as the Unicard Program Manager since 2016. In this time, the University of Calgary campus has successfully transitioned to Blackboard Transact and opened a satellite location during the fall carding event.

Ben Anderson is the Head of Campus Engagement for San Francisco based Tapingo and has spent the last five 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.

Jay is the Director of Card Services at Stanford. She has been with Stanford over 20 years and with Card Services for 10. Card Services includes access control, transactions, video, and the Card Office. Jay enjoys working with technology and working to stay ahead of the curve.

Nathan Gray is the Systems Administrator for Campus Card Services at James Madison University.

Migration of the Irish1Card at Notre Dame with ColorID

Michael Hovestol, University of Notre Dame
David Stallsmith, ColorID

Session Level: Beginner | Intermediate | Advanced
Core Competencies: Technology

University of Notre Dame Irish1Card Office and ColorID worked seamlessly over the past years on developing an identity roadmap and implementation plan to migrate their card to an advanced technology card. This presentation will go over the project from start to finish and help guide other universities to a more successful migration. The project included a student driven card design program, how to utilize the memory on DESFireEV1 for physical access, and financial payments and generating custom encryption keys. The identification system was upgraded to include secure features like custom tactile die, which can be used with their new technology cardstock.

Discussion Questions:

  • What are the benefits to utilizing your own custom encryption key?
  • Is it possible to use custom tactile on technology cardstock?
  • How can memory sectors of technology cardstock be developed?
  • What are the benefits and challenges of involving the student body in the design of a new card?

Michael Hovestol is the Business Analyst for the Irish1Card program at the University of Notre Dame. A veteran campus card professional, Mike joined the ND team at the start of the Irish1Card project which included a card platform migration, transition to smart-card technology and full campus re-carding. Mike's primary responsibilities include the daily administration of the CSGold system and general support of Irish1Card program initiatives. 

David Stallsmith is currently the Director of Strategic Initiatives for ColorID after spending a year and a half as a National Account Manager with Allegion. By communicating complicated technical information in understandable terms, he has helped hundreds of health care institutions, universities and government agencies with their decision-making processes regarding contactless smart card and biometric technologies. He is an annual presenter at the National Association of Campus Card Users conference and has presented and led sessions at the Winter Biometrics Summit, NACAS Senior Executive Institute, ACI Advanced Biometrics Conference, and other related conferences in the United States, Canada and Europe.

Roundtable Discussion: Card System Data...Keeping it Clean!

Esmeralda Valdez & Deborah Davis, University of Houston

Session Type: Roundtable
Session Level: Intermediate | Advanced
Core Competencies: Administration & Operations | Planning | Technology

Join us for a lively conversation. NACCU Roundtable sessions provide a casual format with no presentation (and no legal advice). Pull up a chair, listen in, and share your thoughts and experiences. This is a great opportunity to engage with your colleagues. 

As data becomes more and more valuable as a tool to evaluate operations and conduct service assessments, many card offices struggle with maintaining a clean database to include 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?
  • 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.

Get Ready for Gen Z: The Future of Orientation ID Issuance

Dan Sanden, Entrust Datacard

Session Type: GOLD
Session Level: Beginner | Intermediate | Advanced
Core Competencies: Administration & Operations | Technology

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?

Dan Sanden has 21 years of product and platform management experience specializing in account opening, instant card issuance, and access management solutions. He is currently Vice President of Software Product Management at Entrust Datacard and oversees identity and access management solutions serving education, government, and corporate verticals.

Trends in Mobility and User Experience: How to Exceed your Students’ Expectations

Daryl Robinson, Nelnet Campus Commerce

Session Type: GOLD
Session Level: Beginner | Intermediate | Advanced
Core Competencies: Communications| Technology

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 the changing landscape and exceed expectations?

As Director of Product Development for the higher education market, Daryl leads a team of Product Owners, Technical Sales Engineers and Business Analysts who work directly with customers, and act in consultation with project management teams, to develop unique strategies for complex problems, address implementation expectations, and answer questions related to products, processes and procedures.  Daryl has more than 20 years of experience in higher education, including 14 years at Case Western Reserve University where he served on the project management team for PeopleSoft HCM, Finance and Campus Solutions implementations. His background includes budgeting, accounting, e-commerce implementations and project management.  Daryl received a B.S. in electrical engineering and applied physics from Case Western Reserve University and has completed postgraduate work at CWRU as well.


BLOCK 7
Wednesday
April 25, 1:30 pm - 2:30 pm

Modernizing Concessions and Food Truck Operations

Matthew Drummond, Blackboard Transact

Session Level: Beginner | Intermediate | Advanced
Core Competencies: Fiscal Management | Planning | Technology

Concessions and food truck operators on college campuses are finally leaving behind cash boxes and paper count sheets and replacing them with cashless payments and mobile technology. This session will explore the benefits of implementing the latest point-of-sale technology in these operations and highlight best practices for managing multiple vendors and locations during sporting and other campus events. Attendees will gain an understanding of how campuses are using these new solutions to provide real-time inventory tracking and historical reporting to enhance the customer experience while increasing sales and reducing the effort to manage multiple events and venues.

Discussion Questions:

  • How can you increase revenue per capita by providing a better experience for customers?
  • How can real-time inventory tracking improve efficiency and help prepare for future events?
  • How can you significantly reduce settlement time for event operators?

Matthew Drummond is currently a Solutions Engineer with Blackboard Transact. Prior to his tenure at Blackboard he was the Product Manager for Ecommerce and Mobile Solutions at Sequoia Retail Systems. Matthew also has experience with higher education as he was previously the Director of the DukeCard Office at Duke University and the Program Administrator for the Tiger 1 Card Office at Clemson University. Matthew has served on the Board of Directors for NACCU and currently serves on the Board of Executives for the National Association for Collegiate Concessionaires. He has also presented at many international, national, and regional conferences over his 23 years in the campus card industry including at NACAS and NACAS Regional shows.

Looking for 'The One': Card Printing Solution RFP

Erin Chezick, Carleton University

Session Level: Intermediate
Core Competencies: Administration & Operations | Communications | Leadership | Planning | Technology

In Fall 2017, Carleton University began the process of searching for a better solution to our current card printing process that would work with our CBORD card system. 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 four 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.

Online Photo Submission: The Whole Enchilada

Alan 'AJ' Jacubenta, MyPhoto, LLC.
Jennifer McNeill, University of Alberta

Session Level: Beginner | Intermediate | Advanced
Core Competencies: Administration & Operations | Student Development| Technology

Online photo submission can provide many advantages for students, faculty, and staff. Learn how the University of Alberta implemented a solution that eliminates the need for students to visit a card office to have their photo taken for the OneCard. Attendees will be guided through the entire process and see actual results. Gain insight to the successes and challenges while sharing your experiences with this hot topic!

Discussion Questions:

  • If you are not doing online photo upload, why not?
  • What is your organization doing to increase adoption of online photo upload submissions?
  • What challenges have you experienced with your photo upload solution?
  • Buy or build?
  • What features do you see your in-house or purchased solution lacking?

Alan 'AJ' Jacubenta is the President and owner of MyPhoto, LLC a subsidiary of Mango Bay Internet. A graduate of Cleveland State University, Alan assisted former United States Senator John Glenn in establishing a presence on the World Wide Web in 1993, then worked as a software technician, network engineer, and technical support department manager. In 1997, he seized the opportunity to start his own company, connecting businesses and individuals to the Internet. In 2010, Alan designed one of the first web-based photo upload applications for higher education called MyPhoto® and established a company by the same name. Alan has been a guest speaker at ISPCON in Baltimore and in Chicago. He is a graduate of the Goldman Sachs 10,000 Small Businesses Program.

Jennifer McNeill serves as ONEcard Manager at the University of Alberta. She has been instrumental in expanding campus card services, managing the ONEcard system, and working with system partners to provide enhanced services to students at the University of Alberta.

This is Not a Joke: Recarding 4 Times in 4 Years and Living to Tell the Tale

Kim Graham-Pfeffer, Thomas Jefferson University

Session Level: Beginner | Intermediate
Core Competencies: Administration & Operations | Communications | Leadership | Planning | Technology

Recarding projects typically come along once in a blue moon. At Jefferson, we have been 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 were the pitfalls? Successes?
  • If you are considering recarding, what are your concerns?

Kim is the Manager, Campus Card and Accounts Payable Data Processing at Jefferson in Philadelphia. In addition to her responsibilities in Card Services and Accounts Payable, Kim also manages 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 Fraternity/Sorority Advisor and has served in various roles in higher education over the past 20 years.

Reshaping Retail for the Mobile Age

Benjamin Anderson, Tapingo

Session Level: Intermediate | Advanced
Core Competencies: Marketing | Technology

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 five 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.

Passport Photo Integration
CANCELLED

NACCU SAGs Standard 13: Ethics

Mikhail Ilin, Suffolk University

Session Level: Beginner | Intermediate | Advanced
Core Competencies: Administration & Operations | Leadership | Student Development

This presentation will focus on standard 13 of the NACCU Standards and Guidelines (SAGs) self-assessment tool – ethical considerations in running the campus card services office. We will start by defining ethics, then explore the importance of ethics in the card office and how ethics impact the overall culture/climate of your team. We will discuss how to communicate and lead your team toward ethical behavior, and the presence of culture and cultural influencers, and 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 what is 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, he 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.

Roundtable Discussion: Supporting Multiple Credentials, Multiple Devices, and Multiple Technologies...all with a Single Identity

Barton Lawyer, Duke University

Session Type: Roundtable
Session Level: Beginner | Intermediate | Advanced
Core Competencies: Leadership | Planning | Technology

Join us for a lively conversation. NACCU Roundtable sessions provide a casual format with no presentation (and no legal advice). Pull up a chair, listen in, and share your thoughts and experiences. This is a great opportunity to engage with your colleagues. 

We are now in a world where many card technologies (Magnetic Stripe, Proximity, NFC) can be in use. They can exist on many types of devices (card, mobile, sticker, wearable, etc.) or be rolled up into one card credential. You could even support one card plus any given device. If we deploy these technologies and support different device types, how do we manage and support them if we only have a single identity for each customer? Let’s explore and discuss what others are doing or thinking about.

Discussion Questions:

  • Do you support more then one technology on your campus?
  • Do you have a mobile credential?
  • Do you allow a wearable or any other device type?
  • Is this supported using a single card number or do you have different card numbers depending on the technology or the device?
  • How do you support all of these technologies and devices yet your system is designed for a single identity for a given customer?

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, Security and Access Control, 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.


BLOCK 8
Wednesday April 25
2:45 pm - 3:45 pm

Using an iPad to Take Photos at Student Orientation

Abe Cereno, University of California, Merced

Session Level: Beginner | Intermediate | Advanced
Core Competencies: Technology

Join to explore a demonstration and discussion about an in-house developed iPad app created to take photos and promote the card office and related services to new students prior to and after student orientation. For the past three years, iPads have been used successfully for card production at the University of California, Merced. This session will give other institutions insight into how a challenge that was stressful during orientation was solved.

Discussion Questions:

  • Would you like to see an app that can help and make your lines move more quickly at new student orientation?
  • Would you like to see a system that would not require PCs, but only an iPad at student orientation?
  • Would you like to see a photo capturing app that does auto crop, has a dashboard and reporting to allow you to approve and reject photos, sends approved or deny email, and automatically inserts photos directly into your campus card system?

Abraham Cereno “Abe” is currently the Associate Director of the Catcard Program and Application Systems of University of California, Merced. Abraham has over 20+ combined years of campus card technology and systems/applications engineering. He has architected, integrated many innovative systems and mobile applications and technologies to provide campuses with successful and efficient access, activity, printing, laundry, stored value, system integration/automation, and off-campus merchant vendor card program.

The WolfCard Program at University of Nevada, Reno

Penny Leathley, Alvin Ross & Cyndee Joncas, University of Nevada, Reno

Session Level: Beginner
Core Competencies: Administration & Operations | Marketing | Planning | Technology

In this session, you will explore an overview of the development of the WolfCard program at UNR from the beginning through today. Discussion will include program development, marketing to orientation, the banking relationship, and roll-out of the Blackboard photo submission program.

Discussion Questions:

  • Who has a banking relationship?
  • Are you using photo submission? If so, for how long?
  • UNR has a special app designed in house to generate new and replacement customer numbers and barcode numbers – what is everyone else doing for this?

Penny Leathley, Campus Card Manager has been with UNR for 13 years. Previously, she was employed as the Card Coordinator at Central Michigan University. She holds a bachelor’s from Ferris State (Michigan) and master’s 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 Operations Officer and C-130 Crew Chief.

Cyndee Joncas is an Administrative Assistant with over 15 years of experience. Previously, she worked as a teacher at the elementary school level. She holds bachelor’s degrees in Elementary/Special Education and a master’s degree In Early Childhood Special Education. 

Social Media: What does it Meme?

Courtney Gilley, University of Alabama

Session Level: Beginner | Intermediate | Advanced
Core Competencies: Communications| Marketing | Technology

Social media is the go-to when it comes to communicating efficiently, effectively, and quickly with your student body. This presentation will touch on the who, what, when, where, why, and how of operating social media accounts on multiple platforms for your card office, and will look at posting on micro and macro levels. We will also discuss the effects of social media on card office growth through vendors and student involvement, as well as growing interdepartmental relationships to create a cohesive, approachable identity online for student engagement.

Discussion Questions:

  • What can be gained from having your card office use social media?
  • Does your office currently utilize any social media platforms, and how often do you use them?
  • How do you monitor the effectiveness of your social media posts?

Courtney is a 2013 University of Alabama alumna who joined the Action Card Office team in April of 2017. She focuses on using social media to extend the office's outreach to the student body of UA.

Help! I have Hired a Student Employee...Now What?

Corry Moore, University of Florida

Session Level: Beginner | Intermediate | Advanced
Core Competencies: Leadership | Student Development

Student employees can play a vital role in our campus card offices. We owe it to students to do more than hire them to sit behind a computer, smile, and print ID cards. In this session, you will become empowered to create a meaningful training program that will challenge your student employees to create career goals and 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-Strengths Finder 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 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 is Operations Manager of the ID card office at the University of Florida. Prior to coming to the Business Service Division, he worked seven 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 working in hotel management as well. He holds a master’s degree in Transformative Leadership where his area of focus was in Emotional Intelligence.

Accepted Everywhere: How Unicard Doubled its Vendor Count on Campus

Rozie Amos, University of Calgary

Session Level: Beginner | Intermediate
Core Competencies: Administration & Operations | Leadership

The University of Calgary made accepting Unicard as payment a requirement for all external vendors on campus. Learn how by collaborating with the Students’ Union, many of these vendors were brought into the program at no cost to the vendor or the Unicard Office.

Discussion Questions:

  • Does your Students' Union have money designated for projects?
  • Is the commission rate you charge comparable to credit card fees?
  • How many more transactions would you need at a lower commission to make up a percentage drop? Two?
  • Do you have meal plan flex accounts that roll forward and increase your liability?

Rozie has worked in the campus card industry since 2010 and has been at the University of Calgary as the Unicard Program Manager since 2016. In this time, the University of Calgary campus has successfully transitioned to Blackboard Transact and opened a satellite location during the fall carding event.

Big Data Made Easy: Reconciliation to Management Reports

Bill McGee & Mike Perkins, University of Georgia

Session Level: Intermediate
Core Competencies: Administration & Operations | Leadership | Planning | Technology

UGA Auxiliary needed a solution to harness all the data we have. We have found the platform, and can now access applicable 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 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 to make decisions on reconciliation to management reports 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 time better?
  • Do you want a more accurate program?
  • Is this data used to make management decisions?

Bill 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, Bill 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, and strategy.

Roundtable Discussion: Preferred Name

Deb Nightingale, Liberty University

Session Type: Roundtable
Session Level: Beginner | Intermediate | Advanced
Core Competencies: Administration & Operations | Communications

Join us for a lively conversation. NACCU Roundtable sessions provide a casual format with no presentation (and no legal advice). Pull up a chair, listen in, and share your thoughts and experiences. This is a great opportunity to engage with your colleagues. 

Let's get the NACCU brain trust (that's you) in the same room to discuss preferred name policies, lessons learned, and implementation questions.

Discussion Questions:

  • What issues are you facing?
  • Are you printing the preferred name only or do you include the legal?
  • Are you charging to issue a preferred name card if a legal name card has already been printed?
  • What do you do when a student is admitted under a preferred name, and there's no preferred name policy?
  • What stakeholders did you involve in developing a preferred name policy?

Deborah Nightingale serves as the Director of ID & Campus Services at Liberty University, Lynchburg, VA where along with directing the many nuances of a campus card operation she also oversees a centralized customer center delivering services 7 days/week.  Prior to joining the Liberty team, Deborah served for 23 years at the University of Southern Maine where she managed the Card Services team for 12 years.  She has been an active member of NACCU since 2001 and has volunteered at multiple NACCU conferences serving as a mentor, session moderator, presenter, and committee member.  Deborah is currently serving as a member of the NACCU Board. 


LEARNING LAB 1
Wednesday April 25
9:30am - 10:00am

The Do's & Don'ts of Card Stock

Lois Gamiel, CampusCards by Lois Gamiel LLC

Session Type: Learning Lab
Session Level: Beginner | Intermediate
Core Competencies: Planning

In this session, we’ll review the basics, such as the kinds of card stock available to order for IDs and conferences. We’ll discuss how to take care of cards, including storage of inventory and student use and abuse. We’ll explore why cards are coming back with scratched mag stripes, cracks, or with faded photos. Then there are RFID cards – what should you know when you are video imaging your own design, and how does the chip affect the way the card looks? Join Lois to learn all this and more!

Discussion Questions:

  • Do you want to learn more about the basics of card stock?
  • 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?
  • How can you be sure you are making the right choices when it comes to card stock?

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

Designing and Implementing a Campus Card Loyalty and Rewards Program

Tom Deloge, DishOut

Session Type: Learning Lab
Session Level: Beginner | Intermediate | Advanced
Core Competencies: Fiscal Management | Marketing | Technology

An off-campus program has become an integral part of differentiating campus card programs by providing students with more choices in their dining experience. In this session, we will discuss how to add further value to your campus card by designing a rewards and loyalty program students and faculty will love.

Discussion Questions:

  • How does your campus market value for your campus card accounts?
  • What are the most important factors to consider when designing and launching a rewards and loyalty program to complement your meal plans or declining balance accounts?
  • How closely do you work with food service and other on-campus retailers to add value to your campus card accounts?
  • Do you have an off-campus merchant base accepting your campus card to incorporate into adding value with loyalty and rewards?

Tom Deloge has established a 15 year career in the Higher Education vertical leveraging strategic partnerships within the higher education and corporate verticals, providing on-site and off-site commerce and monetization. For the last three years he has been working with DishOut LLC, providing power to the payment specifically in the Higher Education vertical.


LEARNING LAB 2
Wednesday April 25
10:30am - 11:00am

Case Study: Turnstiles Spare a Long Wait for Hungry Students at New Dining Facility

Amber Guerin, Smarter Security
Robert Casarez, University of Notre Dame

Session Type: Learning Lab
Session Level: Beginner | Intermediate | Advanced
Core Competencies: Administration & Operations | Planning | Technology

In this case study session, hear directly from the University of Notre Dame business and technology team about how high-tech, high design turnstiles helped overcome challenges with student traffic flow, improve throughput and security, and integrate seamlessly with access control and fire systems. Learn about the expected and unexpected benefits of this solution that are positively impacting students' lives on a daily basis.

Discussion Questions:

  • Where are you experiencing challenges with flow on campus that might need a new solution?

Amber leads the central region for Smarter Security's Fastlane turnstiles, the most elegant and intelligent turnstiles available. Fastlane protects over half of the Fortune 100, along with thousands of commercial and government lobbies on six continents, including many of the world’s most iconic buildings. Amber frequently works with university campus clients to provide expertise and consultation on turnstiles as part of a holistic security solution.

Robert Casarez has worked at the University of Notre Dame for over ten years in various roles.  Currently, he serves as Business Systems Analyst Specialist for Auxiliary Operations in the Office of Information Technologies. He holds a bachelor’s degree in Management of Information Systems, a master’s degree in Information Systems, and is currently working on a PhD in Higher, Adult, and Lifelong Education.   

Online Photo Submission

Tony Erskine, CloudCard

Session Type: Learning Lab
Session Level: Beginner | Intermediate | Advanced
Core Competencies: Administration & Operations | Technology

This Learning Lab will offer a quick demonstration of OnlinePhotoSubmission.com by CloudCard. This software is used by dozens of institutions, and incorporates cutting-edge, artificial intelligence to complete the photo upload process in seconds with minimal oversight by card office staff.

Discussion Questions:

  • How long would it take to implement Online Photo Submission at my institution?
  • How does the CloudCard's artificial intelligence work, and will it eventually create cyborgs and take over the Earth?
  • I heard OnlinePhotoSubmission.com was offing a free plan; is that true?

Tony Erskine is the product owner for CloudCard Online Photo Submission, which is used by dozens of institutions. He's a software engineer by trade, but don't hold that against him. He's still a fun speaker. Tony first got involved with card services over five years ago while on staff at Liberty University, where he built software that serves more than 110,000 students each year.

LEARNING LAB 3
Wednesday April 25
11:30am - 12:00pm

Adding Transportation Benefits to OneCard: Make it a Smart-Card

John Gates & Alexander Kozulin, San Francisco State University

Session Type: Learning Lab
Session Level: Beginner | Intermediate | Advanced
Core Competencies: Administration & Operations | Technology

SFSU has implemented a new student identity card that uses an embedded smart chip to provide transportation discounts from several regional transit agencies. We'll discuss the re-carding of 30,000 students in a very short time frame, how our campus infrastructure integrates with transit backend systems and the switch to retransfer card printing.

Discussion Questions:

  • Has your campus switched to a smart card? Why and how? 
  • Do you coordinate with your regional transportation companies? 
  • What are the pros and cons of retransfer printing technology?

John Gates serves as the director of OneCard Campus identity program at San Francisco State University. He is a seasoned professional with extensive private sector experience in high tech, consumer products, software and aerospace.

Alexander Kozulin is the Project Manager at San Francisco State University with over 15 years’ experience in banking, e-commerce, financial services and higher education. Alexander led and implemented the integration between San Francisco State University and the SF Transportation System, providing transportation benefits for 30,000 students. 

Unified Cards on Campus: Striking a Balance between Security and Student Freedom

Terry Schulenburg, Genetec

Session Type: Learning Lab
Session Level: Beginner | Intermediate | Advanced

Core Competencies: Administration and Operations | Fiscal Management |Technology

 For today’s digitally-minded student, a cashless future is fast becoming reality. Students demand convenient, secure ways to pay for purchases both on and around campus without having to carry small bills or change. In this session we will highlight how a college campus can leverage unified card solutions so that they can eliminate disparate credentials for security and commerce, drive more efficiency and we will showcase how technology can help campuses leverage best practices and solutions, without starting from scratch.

  • How can campus officials best consolidate their systems?
  • How can unified card data can help with student retention?
  • How can I use a unified system to help me to optimize campus operations?
  • What does it take in a unified system to help campus card offices & admins to effectively manage their budgets?

    Terry Schulenburg is the Business Development Manager for Education at Genetec. He is a 30 year technology veteran and has working with key industry organizations serving the higher education community. Over the past six years he has been working with campuses to help them to create secure environments while allowing students to be students. 

 

 

 








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