1. 2015 16th Annual PABUG Conference PABUG’s Guide to Conference Planning and Establishing a Successful Non-Profit 501(c) (6) Organization PABUG Officers, Special Resources, and Track Leaders

2. 2015 16th Annual PABUG Conference General Announcements: Please turn off all cell phones/pagers If you must leave the session early, please do so as discreetly as possible Please avoid side conversations during the session Questions will be answered ….. Thank you for your cooperation

3. 2015 16th Annual PABUG Conference PABUG Officers Special Resources –CPE Coordinator Track Leaders Hotel and Technology Liaisons Board of Directors Professional Technology Developers Accountants Constitution Truly a Team Effort!

4. 2015 16th Annual PABUG Conference PABUG Officers President PresidentRhoni Ryan Swarthmore College rryan1@swarthmore.edu rryan1@swarthmore.edu Provides leadership in accordance with the organization’s constitution. Manages all organizational event planning efforts such as the Annual Fall conference and provides direction to the Track Leaders and Special Resources personnel. Vice PresidentMichael White Slippery Rock michael.white@sru.edu michael.white@sru.edu Assists the President and serves as the President Elect. Manages organizational event planning efforts such as the Annual Fall conference and provides direction to the Track Leaders and Special Resource personnel. TreasurerAlice Faraone Villanova University Alice.Faraone@villanova.edu Alice.Faraone@villanova.edu Manages the organizations financial affairs, disburses funds for Officer approved organizational related events. SecretaryAmy Hooper Drexel University arh99@drexel.edu arh99@drexel.edu Provides organizational support for correspondence and administrative efforts regarding events and meetings with the Officers, Track Leaders and Special Resources personnel at the request of the President. Past PresidentDorie Minich Dickinson College minichd@dickinson.edu minichd@dickinson.edu Participates with Officers, Track Leaders and Special Resources personnel for organizational related events. Provides applicable advice and support to the President and Officers as required.

5. 2015 16th Annual PABUG Conference PABUG Special Resources President Ellucian Account ManagerKevin Waterman Ellucian Account Manager Kevin.waterman@ellucian.com Kevin.waterman@ellucian.com Ellucian Client Partner, Helps coordinate Ellucian employee representation at PABUG events. Ellucian Resource CoordinatorManny Pena Lehigh University mjp8@lehigh.edu mjp8@lehigh.edu The organization liaison with Ellucian. Manages the effort to gain Ellucian support and participation in PABUG events. Conference CoordinatorCathy Connor Villanova University Catherine.connor@villanova.edu Cindy Bilger Bucknell University cbilger@bucknell.edu Catherine.connor@villanova.edu cbilger@bucknell.edu Manages efforts associated with conference planning and execution. CPE CoordinatorKim Fremont Swarthmore College kfremon1@swarthmore.edu kfremon1@swarthmore.edu Administers CPE credit program for the organization. Duties include: Advising the executive committee on all matters CPE, managing organization CPE licensing, communicating with state CPE board on behalf of the organization, review and designation of CPE course offerings, administration of course attendance record keeping, filing of CPE credit information with the state board and oversight of CPE credit certificate provision

6. 2015 16th Annual PABUG Conference PABUG Special Resources President Registration Coordinator Beth Hess Saint Joseph’s University hess@sju.edu hess@sju.edu John Wyschynskyj Saint Joseph’s University zjw@sju.edu zjw@sju.edu Manages conference registration. Assists with conference registration Vendor CoordinatorJane Gilbert University of Pennsylvania jgilbert@upenn.edu jgilbert@upenn.edu The organization vendor liaison. Manages the effort to gain vendor support and participation in PABUG events Web Communications CoordinatorTerry Beard Dickinson College beardt@dickinson.edu beardt@dickinson.edu Responsible for coordinating PABUG.org communication and web updates with Web Technical Coordinator. Responsible for all communications with PABUG listserve emails, LinkedIn and Twitter announcements. Responsible for maintaining Ellucian eCommunities PABUG presence and all presentation uploads Web Technical CoordinatorDorie Minich Dickinson College minichd@dickinson.edu minichd@dickinson.edu Manages PABUG website for webpage upgrades, plugins management, template, etc. Responsible for listserve membership management, upgrades etc. Responsible for hosting site management. Responsible for user access/security for LinkedIn, DropBox & website. Responsible for domain management. Mobile CoordinatorJonathan Wheat JCMP Labs jwheat@jcmplabs.com jwheat@jcmplabs.com Develops mobile applications for the PABUG organization, primarily for the annual fall conference.

7. 2015 16th Annual PABUG Conference PABUG Track Leaders Accounts ReceivableFocus on effective use and management of Ellucian administrative technology and other associated products in conjunction with the accounts receivable business process. AdmissionsFocus on effective use and management of Ellucian administrative technology and other associated products in conjunction with the admissions and enrollment management business processes AdvancementFocus on effective use and management of Ellucian administrative technology and other associated products in conjunction with institutional advancement and college relations. FinanceFocus on effective use and management of Ellucian administrative technology and other associated products in conjunction with financial operations. Financial AidFocus on effective use and management of Ellucian administrative technology and other associated products in conjunction with financial aid. Human ResourcesFocus on effective use and management of Ellucian administrative technology and other associated products in conjunction with human resources and payroll LeadershipFocus on topics such as leadership, project management, team building, management issues etc. for those individuals in or aspiring to be in a leadership position. MobileFocus on the effective use and management of mobile products and other associated technology solutions. PortalFocus on the effective use and management of portal products and other associated technology solutions. StudentFocus on effective use and management of Ellucian administrative technology and other associated products in conjunction with business processes typically conducted by the student registrar or academic affairs offices TechnicalFocus on the effective use and management of Ellucian and associated technology solutions from the technical standpoint. Specific disciplines represented: Database Administration, Application Development, Data Warehousing, Data Architecture, Project Management, and other associated disciplines.

8. 2015 16th Annual PABUG Conference PABUG Hotel and Technology Liaisons Harrisburg/Hershey Holiday Inn in Grantville PA Ron HessManages all Hotel & Food logistics and coordinate with PABUG Conference Coordinators and entire Planning team MultiMedia Staging, Inc.Barry BedfordManages all A/V requirements for PABUG Conference

9. 2015 16th Annual PABUG Conference PABUG Board of Directors Bucknell UniversityCindy Bilgercbilger@bucknell.edu California University of Pennsylvania Brian Krauskraus@calu.edu Community College of Philadelphia Jody Bauerjbauer@ccp.edu Delaware County Comm College George J. Sullivangsullivan@dccc.edu Dickinson CollegeJill Forresterforrestj@dickinson.edu Drexel UniversityBebe Dailybd32@drexel.edu Duquesne UniversityPaul Allisonallison@duq.edu East Stroudsburg University Bob D’Aversarfdb@po-box.esu.edu Edinboro UniversitySallie Terpackterpack@edinboro.edu Harrisburg Area Community College Peter Chandappchanda@hacc.edu Immaculata UniversityGrant Davisgdavis@immaculata.edu Indiana University of PAJeff Montgomeryjmontgom@iup.edu Lafayette CollegePaulette Polonipolonip@lafayette.edu La Salle UniversityAlicia Stonesiferstonesifer@lasalle.edu Lehigh Carbon Community College Don Thalerdthaler@lccc.edu Lehigh UniversityManny Penamjp8@lehigh.edu Messiah CollegeJohn Luftjluft@messiah.edu Millersville University of PA Imre GajariImre.gajari@millersville.edu Philadelphia College of Osteopathic Medicine John Haydtjohnha@pcom.edu Saint Joseph’s UniversityBeth Hesshess@sju.edu Shippensburg UniversityDennis Mathesdhm@ship.edu Swarthmore CollegeRhoni Ryanrryan1@swarthmore.edu Temple UniversityBarbara Dolhanskybarbarad@temple.edu Thomas Jefferson University Eric Richardsoneric.richardson@jefferson.edu University of Pennsylvania Jane Gilbertjgilbert@upenn.edu University of ScrantonCindy Hrickohrickoc1@scranton.edu Villanova UniversityCatherine ConnorCatherine.Connor@villanova.edu Wilkes UniversityCheryl Yustatcheryl.yustat@wilkes.edu York CollegeBrian Smeltzerbksmeltz@ycp.edu

10. 2015 16th Annual PABUG Conference PABUG Professional Technology Developers JCMP Labs Jonathan WheatDevelops mobile applications for the PABUG organization, primarily for the annual fall conference. Also developed custom PABUG session entry and schedule building application. Looking to work with Jon in the future to improve Registration process as well.

11. 2015 16th Annual PABUG Conference PABUG Accountants ATA Financial Group, LLC 1044 Third Street, Whitehall, PA 18052 Phone: 610.433.3866 Fax: 610.433.0498610.433.3866610.433.0498 Responsible for PABUG organization annual tax filing and responsible for helping establish official 501(c)(6) PABUG organization. – Initial filing: IRS required that PABUG file tax returns for the previously 3 years Needed to provide the following: – Name of the person currently in charge of the checkbook (Treasurer) – Bank statements – Address of where the checkbook and bank statements are physically kept – Telephone number of Treasurer – Name of the person that will sign the returns (President or Treasurer, but could be any officer, we chose President) – Ongoing…PABUG will file yearly tax returns via ATA Financial Group

12. 2015 16th Annual PABUG Conference PABUG Constitution –http://pabug.org/mission-statement/constitution/http://pabug.org/mission-statement/constitution/ ARTICLE II Mission Statement – The purpose of this organization is to develop and maintain a network of Pennsylvania Higher Education Institutions who use Ellucian Banner software. PABUG will promote effective use of Ellucian Banner technology, within each member institution by: Maintaining a web site: http://pabug.org, and on eCommunities.http://pabug.org Establish and maintain a mailing list in order to facilitate communications. Exchange of information among users through personal relationships, presentations, discussions, formal and informal meetings, and online venues so as to act as a collective voice to influence the Ellucian product and policy direction. Constitution changes occur at the May retreat

13. 2015 16th Annual PABUG Conference PABUG Yearly Routine –2 Day Planning Retreat (typically in May) Day 1: Officers, Special Resources retreat Day 2: Officers, Special Resources, Track Leaders retreat –Bi-weekly phone conference calls with entire planning group starting in June through November –Hotel Planning (typically in October) Meet with Hotel Staff and conference A/V Staff a month before the annual conference –Hotel walk-through the night before the conference begins with Hotel staff, Officers and Special Resources –Final wrap-up conference call in December

14. 2015 16th Annual PABUG Conference PABUG They say “it takes a village” and the PABUG is no exception!

15. 2015 16th Annual PABUG Conference Open to the Floor Questions Comments

16. 2015 16th Annual PABUG Conference Please take time to complete our Conference and Session evaluations. YOUR INPUT MATTERS!!!