Conference Agenda

WEDNESDAY, JUNE 10
7:30 - 9:00 Breakfast and Registration
9:00 - 9:30 General Session
Ted Henry, Director Administrative Computing
Dr. Vivian Bull, President, Linfield College
9:30 - 10:30 Datatel Opening Session
10:30 - 10:45 Coffee Break
10:45 - 11:45 DATATEL PRESENTATION
WEB ACCESS & TOOLS
RICH LEE
Datatel, Inc.
12:00 - 1:30 Lunch
  COLLEAGUE BENEFACTOR
1:30 - 2:30 Accounts Receivable
Cash Receipts - R14
Use and setup
DONNA BONN
Seattle University
Registration
Faculty/Staff and Student Access to Colleague.
EILEEN BOURASSA
Linfield College
Financial Aid
Roundtable Discussion
CINDY FARMER
Seattle University

LINDA KING
Linfield College
Benefactor/Colleague
Presentation on Postalsoft
LINDA TAYLOR
JUDITH JOHNSON
Linfield College
2:30 - 2:45 Coffee Break
2:45 - 3:50 Accounts Receivable
Release 14
File organizations in AR - specifically billing. Rules and Cash Receipts will also be discussed
NICK LIEPENS
Willamette University
Registration
Release 14
Application & Registration using the new R14 system
TRACI HOFF
Linfield College
Financial Aid
Reports and Queries
ANNE BYRNE
Lewis & Clark College
LINDA KING
Linfield College
Benefactor
Presentation on preparing mailings, from start to finish. This includes mail merging, printing, folding, stuffing and recruiting volunteers.
MARI SUE JOHNSON
LISA COX
Linfield College
Benefactor
Useful Utilities for Benefactor
GERALD DEAS
University of Oregon Foundation
4:00 - 5:00 DATATEL PRESENTATION
DATATEL'S REPORTING STRATEGY, INCLUDING A DEMONSTRATION OF SAFARI
RICH LEE
Datatel, Inc.
  Evening Social Time - TBA
THURSDAY, JUNE 11
7:30 - 9:00 Breakfast
9:00 - 10:15 DATATEL PRESENTATION
Sorting out the "views": which interface do I need? - FrontView, PowerView, WebView or character-based
KYRAN KENNEDY
Datatel, Inc.
10:15 - 10:30 Coffee Break
  COLLEAGUE OTHER BENEFACTOR
10:30 - 11:45 Accounts Receivable
Posting AR Invoices in R14, and some of the other differences between R13 and R14
ANDREA PHILLIPS
Linfield College
Registration
Downloading from REG and importing into ACCESS
EILEEN BOURASSA
Linfield College
Administrative Computing
Systems Administrator Roundtable
TED HENRY
PHIL SETH
Linfield College
Benefactor
Rountable discussion of gift and pledge processing.
CONNI HOLDER
Linfield College
JUNE HANSON
Whitworth College
Benefactor
Reporting from the RESEARCH module. How to use Uniquery. Download and Flist to create donor profiles.
KATHY FERRER
Pacific University
10:30 - 11:45 Financial Aid
R14 - Why Me? Questions and answer session with those who have done it!
LINDA KING
DAN PRESTON
Linfield College
12:00 - 1:30 Lunch & Business Meeting
1:30 - 2:45 Accounts Receivable
Roundtable on Sponsor Billing Payment Plan
CATHY MITCHELL
Clackamas Community College
Institutional Research
Roundtable
MELISSA BANKS
Clackamas Community College
Technical
UNIX to UNIX Porting
JACK MILLER
Whitworth College
Datatel Presentation
BENEFACTOR 5.0
KYRAN KENNEDY
Datatel, Inc.
1:30 - 2:45 Purchasing
Roundtable Discussion
JUDITH JOHNSON
Linfield College
2:45 - 3:00 Coffee Break
3:00 - 4:30 Accounts Payable
R13 to R14
Roundtable discussion for end users.
PAULA TERRY
Linfield College
Release 14 Preparing Degree Audit for Conversion
PAUL OLSON
Willamette University
Administrative Computing
Roundtable discussion on ELF
JEFF MONAHAN
Linfield College
Benefactor
Presentation on the differences between SRG (pre R14) and CT (post R14)
CHERYL CLINE
Linfield College
Benefactor
Activities and Events Presentation
DOLLY JACKSON
Whitworth College
  Evening Social Time - TBA
FRIDAY, JUNE 12
7:30 - 9:00 Breakfast
  COLLEAGUE BENEFACTOR
9:00 - 10:15 Accounts Receivable
Billing Codes & Setup (R14)
MARY ELLEN BAUKOL
Whitworth College
Registration
Roundtable discussion
BOB BOSANAC
Linfield College
Student Housing
On the R14 system - Roundtable Discussion
SUSAN WEIDER
Linfield College
Benefactor/Colleague
Address - Who Changes Them? What Offices are Responsible?
DOLLY JACKSON
Whitworth College
10:15 - 10:30 Coffee Break
10:30 - 11:45 Human Resources
Presentation on a custom applicant tracking program
MARY LIEPINS
Willamette University
Admissioins
Conversion Issues/Concerns
Roundtable discussion
JANICE SCHERMER
Lewis & Clark College
Student Housing
On the R14 system - Roundtable Discussion
SUSAN WEIDER
Linfield College
Benefactor Reporting
Strategies, Query, Utilities and a view to the future
LAUREL STILLER
Datatel, Inc.

Annual Fund Roundtable
RICK SMITHRUD
Linfield College
12:00 - 1:30 Lunch
1:30 - 2:45 R14+
The Nitty Gritty. This session will go as long as necessary! EILEEN BOURASSA
JOYCE SAVAGE
ANDREA PHILLIPS
LINDA KING
TED HENRY
All of Linfield College
Admissions
Communications Management

Seattle University
Student Housing
On the R14 system - Roundtable Discussion (cont'd)
SUSAN WEIDER
Linfield College

 


Alumni Roundtable
LISA GARVEY
Linfield College