RMUG Thursday June 13, 2024

7:15-8:00 Breakfast  

8:00- 8:15am Welcome and Event Logistics 

8:15 – 8:20 Presenter Switch

RMUG Business and Cyber topics TRACK

Ellucian TRACK

8:20 – 9:10 

Learn How to Win a Federal Earmark In the FY24 Appropriations cycle, Congress allocated $1.3 billion in earmarks to higher education institutions. Notably, a Congressional Partners’ institution ranked in the Top 5 in total dollar amount with an impressive $15,000,000 award. Join Congressional Partners to learn how you can win a federal earmark. CP will guide you through the federal earmark timeline and process. Congressional Partners is a leading federal pre-award services agency that specializes in assisting higher education institutions nationwide in securing grants and earmarks to meet their funding goals. CP has a proven track record, having successfully assisted 100% of their partners in securing awards, obtaining over $100,000,000 in federal funding, and achieving an impressive average return on investment of 3,303%. Thanks to their partners’ achievements, the National Institute for Lobbying & Ethics has recognized CP as a “Top Lobbyist” in 2021, 2022, and 2023.- Xavier Warren and Jake Savage Congressional Partners

9:10 – 9:20 Presenter Switch

9:20- 10:10 Funding In The Age Of Billions

With unprecedented opportunities for grant dollars, organizations can be overwhelmed at the who, what, when, where, and why of securing external funding to support their programs and projects. Join us for a transparent and informative chat around identifying and securing funding in the age of billions! We will discuss general funding best practices, key grant writing principals, and share some personal tips, tricks, and favorite resources to make a winning grant proposal. Learn Design Apply TBD

10:10 – 10:20 Presenter Switch and break

10:20 – 11:10  Upskill With Generative AI and RPA to Automate Your Manual Vendor Processes

The recent availability of ChatGPT and other similar tools has taken Generative Artificial Intelligence (Generative AI) and Robotics Process Automation (RPA) from the technology realm down to the user level. Now more than ever, for those that still have manual processes when onboarding and maintaining vendor records, there are AI and RPA tools that can make the process more efficient and enable you to communicate more effectively with your vendors. Let’s review use cases for the vendor team and what security and precautions need to be Considered. Debra Richardson

11:10 – 11:20 Presenter Switch and break

11:20 – 12:10  Writing Policies That Aren’t Miserable for Everyone Involved Every organization has policies, and for good reason. Consistent decision making, standardized approaches, and clearly defined roles and responsibilities makes sure that everyone understands how to interact with different teams to get things done. Policies are good but almost everything about the way we commonly do them is an awful experience, from the team that has to draft this monstrosity of legalese, to the long and drawn out approval process where arguments about commas last long into the night, to the poor engineers who need to bring it to an oracle to decipher it so they can do their jobs. Nick Leghorn CISO Bluecore

12:10 – 1:15 LUNCH Why the long lunch? To give attendees time to talk and take a trip up the hill at Casper College to “Meet the Mammoth”.

1:15- 2:05 Financial Sanity from Start to Finish using BudgetPak

Interested in easing budget cycle burdens? Budget PAC can ease the budgeting process for your organization. See real world examples of how this tool can help your business or organization:  Shawn Ziegler Laramie County Community College and Brooke Downs Casper College

8:20 – 9:10 

Gramm-Leach-Bliley Act Strategies – Successes and Shortfalls As higher education institutions strive to meet their compliance obligations with Section 501 and 505(b)(2) of the Gramm-Leach-Bliley Act’s Safeguards Rule, compliance with some provisions may be easier said than done. Since the safeguards rule is not overly prescriptive in how each safeguard must be implemented, there is a wide range of strategies and approaches being used. What are the most common shortfalls we see in compliance strategies with the revised Safeguards rule? What strategies are being employed by higher education institutions who have successfully overcome some of the more challenging provisions? How can your organization position itself so that it is ready to demonstrate continued compliance with these and future requirements? – Chris Mallory, Ferrelli

9:10 – 9:20 Presenter Switch

9:20- 10:10 Pros & Cons of Migrating to SaaS – An Institution’s Enterprise Resource Planning (ERP) system is the basis upon which a college or university streamlines its processes, enhances staff productivity, supports students and enables data-driven decision-making.  On the horizon is the rise of the SaaS model (Software as a Service) and institutions are recognizing the future of migrating their ERP systems to a cloud-based environment.  In this session, we will outline the pros and cons of such a migration and will provide some awareness of considering this decision.   – Digi Edwards, BHA

10:10 – 10:20 Presenter Switch and break

10:20 – 11:10   Case Studies in Data-Informed Scheduling: Course scheduling is a challenging and time-consuming process in which institutions must balance several parameters, including student demand, faculty availability, facility resources, and program completion requirements. This session will showcase how two community colleges are using interactive data and visualization tools to support a holistic approach to scheduling. – Adam Lange

11:10 – 11:20 Presenter Switch and break

11:20 – 12:10  Navigating the Future: The New Look Classlink for Higher Education. Join us for an insightful session as we unveil the newly redesigned ClassLink for Higher Education, now tailored specifically for the unique needs of higher education institutions. This enhanced portal tool offers a streamlined, user-friendly interface and powerful integration capabilities that support a diverse range of academic and administrative functions. Learn how ClassLink can transform campus collaboration and connectivity by facilitating seamless access to academic resources, research tools, and administrative services. We will explore key features including single sign-on access, robust data analytics, and customized services that empower faculty and students alike. Discover how the portal supports institutional efficiency by enabling secure, real-time data sharing and collaboration across campus users and departments. Chad Marley, Laramie County Community College, Kent Brooks Casper College, Gary LoMonaco & Berj Akian Classlink 

12:10 – 1:15 LUNCH Why the long lunch? To give attendees time to talk and take a trip up the hill at Casper College to “Meet the Mammoth”.

2:05 – 2:10 Presenter Switch and break 

2:10-5:00ishVendor Setup & Maintenance and Fraud in Accounts Payable  3 hour workshop- Debra Richardson

AVM: 3 Step Vendor Setup and Maintenance to Prevent Fraud in the Vendor Master File

The Authentication.Validation.Management TM is a 3-Step process for vendor setup and maintenance that can help reduce the potential for fraud, regulatory fines, and bad vendor data.

Discover 5 Authentication Techniques, 26 Validation Resources, 29 Internal Controls and 17 Best Practices with immediate takeaways to implement now whether you have no clearly defined process, a paper/electronic form, or a vendor self-registration portal.

In this interactive in-person workshop, you will be guided to document your own process, then

walk through what and where to add in authentication techniques, internal controls, and best practices to avoid fraud, regulatory fines, and bad vendor data. You will emerge with a comprehensive set vendor of processes specific for your company to include onboarding new

vendors, changing existing vendors, collecting, and validating vendor banking and maintaining

vendor information in your vendor master file. When you are done you will have customized processes and reference documents to support the changes you know you need in your vendor setup and maintenance process.

Learning Objectives:

  1. Authentication – Create your Authentication Reference to reduce fraud risk when communicating with vendors or when collecting documents for vendor adds or changes to

your Vendor Master File.

  1. Validation – Customize your Vendor Validation Reference List specific to your company and industry. Include what validations are required to ensure your vendors are real and the data is accurate before adding vendor data to your Vendor Master File.
  2. Management – A customized step by step process to manage the vendors in your Vendor Master File to keep the data accurate.

Debra Richardson

A Ransomeware Tabletop -Prepare your organization for ransomware threats with a comprehensive three-hour tabletop exercise. This interactive session will simulate a realistic ransomware attack, challenging your team to assess and enhance incident response strategies. Participants will navigate through critical decision points, from initial detection to containment and recovery, all while managing external communications and regulatory compliance. Through collaborative problem-solving, the exercise will reveal potential gaps in security posture and help refine your incident response plan. Gain valuable insights into team dynamics, cross-departmental coordination, and proactive measures to bolster resilience against future attacks. Mike Morrison Online Business Systems

1:15- 2:05 Compliance and Fraud: Risk Reduction Roadmap”  The digitization of payments brought speed and ease to processing but bad actors continue to find new and clever ways to launder, hack, and phish payment and user data. This has led to increased security measures and compliance standards by governing bodies, legislators, and the payments industry. Universities are prime targets but taking a platform approach to your payment solution will help mitigate security risks and improve compliance management.  

During this session, our presenters will walk through the strategy of taking a platform approach to payments on campus, discuss how to determine your level of risk and explore the tools available to help prevent fraud from both a payments and operational perspective. Attendees will come away with an understanding of risk vs. fraud, the techniques being used by hackers, and best practices to protect every point of interaction on campus. TOUCHNET

2:05 – 2:10 Presenter Switch and break 

2:10 – 3:00 

Rules That Work  Learn how to write, test, and use rules to create saved lists, focus Colleague delivered reports, prompt action, and reduce manual review. Julie Wilson

3:00 – 3:10 Presenter Switch and break 3:10 – 4:00 How Casper College Drives Efficiency with eForms, Workflow, and Document Management Changes in student enrollment, budget constraints, and the economy continue to put pressure on higher education institutions to readjust their technology strategies no longer about in-person vs remote classrooms but what will most advance your institution’s viability and success. Listen as Casper College shares their story of evaluation, migration and success with a campuswide eForms, workflow, and document management solution. Billy Smith SoftDocs, Laurie Johnstone & David Dutton Casper College

4:00 – 4:10 Presenter Switch and break

4:10 – 5:00ish Ensuring Success: Prepping Your Higher Education Environment for ERP Migration Is your institution moving to a new ERP? In this session we discuss the essential topics to ensure a seamless ERP migration. From optimizing the technical environment to fortifying IT security measures, developing robust policies, and preparing staff for the transition, this presentation offers a comprehensive guide. Gain insights into assessing infrastructure, implementing cybersecurity protocols, crafting effective policies, and fostering organizational readiness. Equip yourself with the knowledge and strategies needed to navigate the complexities of ERP migration. – Jeremy Bennett, BHA


CNFR- Casper Events Center 7:00pm (Shuttle will run from Casper College and Come On Inn)

RMUG Friday June 14, 2024

7:15-8:00 Breakfast  



8:00-8:50 Gillette Community College District in year two of a 3-year project to stand-up a SaaS instance of Ellucian Colleague. To say that there have been challenges and unexpected turns would be an understatement. IT Director Renee Collins along with interim CIO Barry Lambson will present the triumphs and heartaches they have experienced so far and will discuss the what the next 24 months look like. For any College presidents and CIOs concerned about migrating their ERP to the cloud, especially withing an Ellucian product, this will provide an honest boots-on- the ground perspective of that process.” Renee Collins, IT Director, Gillette College Barry Lambson, Interim CIO, Ferrilli

8:50 – 9:00 Presenter Switch

9:00 – 9:50 Automating Colleague Reports and Processes through the Process Handler Do you ever have the feeling you are wasting time waiting for a process to finish? Do you ever wish you could have that report waiting for you, instead of you waiting for it? This session will demonstrate how to automate Colleague processes and reports through the Process Handler so that you have the results when you need it without the waiting. Edie Cox Laramie County Community College

9:50 – 10:00 Presenter Switch

10:00 – 10:50  What’s New in SAP Business Objects: This session will cover what BusinessObjects users and developers need to know about the latest features in 4.3. Attendees will see the new interface and workflows. Plus, there will be a demonstration of new features which improve the report development process and front-end user experience. – Adam Lange

10:50 – 11:00 Presenter Switch

11:00 – 11:50  Colleague Tips and Tricks This session will cover some new and old Colleague functionality to help you work smarter, not harder. Bring your best tips and tricks to share. Julie Wilson

8:00-8:50 Institutional Research Birds of a Feather  Session led by Sara Pedersen Casper College

8:50 – 9:00 Presenter Switch

9:00 – 9:50 FAFSA Complification – Fussin’, Cussin, and Discussin’ Join your fellow financial aid folks to chat about the constant change and best practices colleges are putting into place to navigate the challenges stemming from FAFSA Simplification. Session led by Laurie Johnstone Casper College

9:50 – 10:00 Presenter Switch

10:00 – 10:50 Experience SDK Tutorial: DIY Holds Card A brief tutorial of how to create a Holds card for Ellucian Experience using the Ellucian Experience SDK (EESDK), including a brief explanation of the prerequisites needed, tools used, and step by step instructions to implement a GraphQL powered Holds card using the Experience SDK. The card uses features the following from the EESDK: client-side caching of the Holds data, card configuration, routing to a page backing the card (accessed via an icon and button). Some React development concepts (hooks, props, state, memo, etc.) will be discussed where applicable. Lucas Shaw Northwest College

10:50 – 11:00 Presenter Switch

11:00 – 11:50 TBD:  

11:50-1:10:LUNCH Final Comments.  GO HOME