2010 Session Handouts

2010 TSUG Annual Conference
Crowne Plaza  Conference Center
Addison, Texas
Monday, October 18, 2010
Annual TSUG Scholarship Golf Tournamnet - WestRidge Golf Course McKinney Texas 11:30 am to 6:00 PM
Conference Registration Noon to 6:00 PM to 2nd Floor Main Lobby
Special Session Classes  1:00 to 4:00 PM
Session Number   Session Description Presenter(s) Name Room
STU SSC 1 STU Advanced Data Mining - Hands-On (20 limit) Donna Pruitt Pin Oak Room
STU SSC 2 STU Planning and Preparing for Future Scheduling Beth Gardner Trinity IV
STU SSC 3 STU Crystal Reports for Students Bob Rogge Red Oak Room
HR/PR SSC 4 HR/PR Using Crystal Reports to Create Custom Forms and Reports Deb Muenchow Live Oak Room
FIN/HR/PR SSC 5 FIN/HR/PR PEIMS - Changes in Finance and Staff Reporting Jamie Smith Trinity V
Resception for Session Presenters and Vendors 6:00 to 9:00 PM - Whispering Oaks
Tuesday October 19, 2010
       
Early Bird Conference Registration 7:00 am to 9:00 am - 1st Floor Main Lobby
Conference Registration Continued 9:15 AM to 5:00 PM - 2nd Floor Main Lobby
General Session 7:55 to 9:20 AM Main Ballrooms
         
Session 1 Classes  9:40 to 10:30 AM
Session Number   Session Description Presenter(s) Name Room
A1 STU Extracting Teacher Schedules for PEIMS for 090 Staff Responsibilities Nancy Smith Addison Lecture Hall 
B1 STU PaC to Web Grading Daren Sherrill Elm Room
C1 STU Using the Scheduling Board on the Web Janice Eisen  Pecan Room
D1 STU Introduction to the Standards Gradebook John Hunter Maple Room
E1 STU Family Access Rollout Roundtable Kathy Leopold  & Trina Wilson Trinity II
F 1 STU Navigating the Web - Student Jonelle Neely Trinity IV
G1 STU Data Importing / Exporting  (ADV) Beth Gardner Pin Oak Room 
H1 STU Beginning Data Mining Ed Linden Live Oak Room 
I1 STU Attendance, Discipline, & Guidance Office Visits Brad Jett Trinity III
J1 STU Advanced Features Button  Chris Arnold Trinity VI
K1 HLTH Welcome & General Overview of Web Version for Student Health Users Jamie Jones & Cathy Marsh Chinaberry Room
L1 FSVC Food Service Overview Susan LeBlanc Dogwood Room
M1 TECH Technical Fundamentals - Skyward for Beginners Jeffery Thompson Trinity I
N1 FIN Web Based Purchasing - Setup Jamie Smith Trinity VII
O1 FIN Budgeting Process on the Web Tim Sherrod Trinity VIII
P1 FIN School Based Activity Accounting - Overview Mary Olson Trinity V
Q1 HR Employee Management Overview James Phillips Red Oak Room
R1 HR/PR Profile on the Web John Golden Willow Room
S1 HR/PR True Time - Considerations Lois King Palm Room
T1 FIN/HR/PR Workflow Management (Business Office) Ray Ackerlund Whispering Oaks
Session 2 Classes  10:45 to 11:35 AM
Session Number   Session Description Presenter(s) Name Room
A2 STU Maintaining 090 Staff Responsibilities Records in the Student Database Nancy Smith Addison Lecture Hall 
B2 STU Operating an Optional Flexible School Day Program (OFSDP) Michelle Jordan Elm Room
C2 STU PaC to Web Grad Requirements Chris Arnold Trinity VI
D2 STU Grading Procedures - Finding & Dealing with Gradebook Discrepancies (ADV) Kathy Leopold & Tommy Mertz Trinity II
E2 STU Creative Use of Skyward Activities (ADV) Jackie Parks  Maple Room
F 2 STU PaC to Web Attendance Susan Stephens Trinity IV
G2 STU Basic Student Entry John Newcom Palm Room
H2 STU Data Mining - Processing Lists (ADV) Beth Gardner Pin Oak Room 
I2 STU Custom Fields and Forms (ADV) John Cecil Live Oak Room 
J2 HLTH Health Profile  Jamie Jones & Cathy Marsh Chinaberry Room
K2 FSVC Food Service - Point of Sale/Applications Susan LeBlanc Dogwood Room
L2 TECH Technical Roundtable  Mike Bianco, Lynn Reas and Steve Outlaw Trinity I
M2 FIN Web Based Purchasing  - Reqs and PO's Ian Alexander Trinity VIII
N2 FIN Account Management Utilities Jamie Smith Trinity VII
O2 FIN Going Green: Finance Danette Murray Red Oak Room
P2 HR  Employee Management - Position Control Kim Robinson Pecan Room
Q2 HR/PR Profile Data Mining John Golden Willow Room
R2 HR/PR True Time - Rule Sets Shannon Buttram Trinity III
S2 HR/PR What's New in Payroll and Human Resources Jeanne Arbuckle Trinity V
T2 FIN/HR/PR Roundtable - New Users Lindy Finley Whispering Oaks
Lunch on your own 11:35 AM to 1:10 PM
 
Session 3 Classes  1:10 to 2:00 PM
Session Number   Session Description Presenter(s) Name Room
A3 STU The New PEIMS 300 and 305 Records Tom Priem Trinity IV
B3 STU Transcripts - Grade History Donna Pruitt Trinity V
C3 STU OCR Reporting (ADV) Nancy Smith Addison Lecture Hall 
D3 STU Student Lookup Features for Campus Administrators in EA+ Michelle Jordan Elm Room
E3 STU PaC to Web at Risk Ed Linden Maple Room
F3 STU PaC to Web Demographics John Hunter Whispering Oaks
G3 STU Demographics / Utilities Data Clean-Up Daren Sherrill Trinity III
H3 STU Preparing for the 415 Course Completion Record (Grades 1-8) Sheryl Moulden Trinity VI
I3 HLTH Health Reports in Web Jamie Jones & Cathy Marsh Chinaberry Room
J3 FSVC Profit and Loss Statements Using Skyward Food Service and Finance (ADV) Steve Stracke Dogwood Room
K3 FIN/HR/PR Workflow Management (Business Office) Ray Ackerlund Willow Room
L3 GEN Skyward Web Site as an Information Resource Tim Sherrod Trinity VII
M3 TECH Open Edge Management (ADV) Mike Bianco Trinity I
N3 FIN Web Vendor Master David Reza Pin Oak Room 
O3 FIN Bank Reconciliation Program - Setup  Kim Robinson Pecan Room
P3 FIN What's New in Finance Mary Olson Live Oak Room 
Q3 HR Certifications & Highly Qualified  Ian Alexander Trinity VIII
R3 HR/PR User Defined Screens  Beneke Smith Palm Room
S3 HR/PR True Time - Actual Processing Shannon Buttram Red Oak Room
T3 PR Terminating Employees Jamie Smith  Trinity II
Session 4 Classes  2:15 to 3:05 PM
Session Number   Session Description Presenter(s) Name Room
A4 STU Elementary Scheduling  Susan Stephens Elm Room
B4 STU PaC to Web Grading Daren Sherrill Trinity III
C4 STU Advanced Master Builder - Prep (ADV) Connie Clark & Retta Green  Willow Room
D4 STU Secondary Gradebook Roundtable (ADV) Sheryl Moulden Trinity VI
E4 STU Introduction to Discipline Jonelle Neely Whispering Oaks
F 4 STU Family Maintenance & Reporting Ryan Graboski Trinity VIII
G4 STU Tracking Student Data Changes  (ADV) Amber Nie Trinity V
H4 STU TREx - Texas Records Exchange (ADV) Mary MacFarlane Trinity IV
I4 STU Obligations Overview Ed Linden Maple Room
J4 HLTH Vaccinations - Part 1 Jamie Jones & Cathy Marsh Chinaberry Room
K4 FSVC Communications Strategies with Skyward Food Service for Student and Parents (ADV) Steve Stracke Dogwood Room
L4 TECH Technical Tips and Tricks Lynn Reas Trinity I
M4 FIN On-Line Vendor Request David Reza Pin Oak Room 
N4 FIN Finance Year End Processing Jeanne Arbuckle Trinity II
O4 FIN Roundtable - Inventory Andy Lind Pecan Room
P4 HR Employee Management - Tracking Contract Types James Phillips Addison Lecture Hall 
Q4 HR Fast Track Overview Tim Sherrod Trinity VII
R4 HR/PR Time Off Changes and Reporting Mary Olson Live Oak Room 
S4 PR Payroll Tips and Tricks Shannon Buttram Red Oak Room
T4 FIN/HR/PR Security on the Web for Finance Beneke Smith Palm Room
Session 5 Classes  3:20 to 4:10 PM
Session Number   Session Description Presenter(s) Name Room
A5 STU PEIMS CTE & Bilingual/ESL Attendance Tom Priem Elm Room
B5 STU Creating Custom Report Cards Michelle Jordan Pin Oak Room 
C5 STU Advanced Master Builder - Processing (ADV) Connie Clark & Retta Green  Live Oak Room 
D5 STU EA+ Administration Tommy Mertz  Red Oak Room
E5 STU PaC to Web Discipline Brad Jett Trinity III
F 5 STU New Features in the Skyward Student Software Beth Gardner Trinity V
G5 STU Attendance Letters (ADV) Kate Thompson Trinity IV
H5 STU SkyPort & SMS Mobile Calvin Williams Trinity VI
I5 STU Navigating the Web Jonelle Neely Addison Lecture Hall 
J5 HLTH Vaccinations - Part 2 Jamie Jones & Cathy Marsh Chinaberry Room
K5 FSVC Food Service Roundtable Steve Stracke & Susan LeBlanc Dogwood Room
L5 GEN TSUG Roundtable Mike DePaola & Monica Irvin Trinity VII
M5 TECH Database Performance Tuning (ADV) Lynn Reas Trinity I
N5 FIN Vendor Data Mining John Golden Whispering Oaks
O5 FIN Budget Transfers - Campus and Department Lisa LeMon & Megan Lawson Trinity VIII
P5 FIN Accounts Receivable Overview Andy Lind Pecan Room
Q5 HR Emp. Mgmt.- Data Mining - Beginning  Ian Alexander Willow Room
R5 HR/PR Pay Docks/ Time Off/ Service Records Jeanne Arbuckle Trinity II
S5 HR/PR Going Green - HR and PR Michelle Trongaard Palm Room
T5 PR Roundtable - Payroll  Kim Robinson Maple Room
Session 6 Classes  4:25 to 5:15 PM
Session Number   Session Description Presenter(s) Name Room
A6 STU Preparing for the 415 Course Completion Record (Grades 9-12) Sheryl Moulden Addison Lecture Hall 
B6 STU Grading Procedures - Finding & Dealing with Gradebook Discrepancies (ADV) Kathy Leopold & Tommy Mertz Pin Oak Room 
C6 STU PaC to Web Scheduling Amber Nie Whispering Oaks
D6 STU Advanced Secondary Gradebook Features  (ADV) John Hunter Elm Room
E6 STU Security Concepts for Student Management Users (ADV) Donna Pruitt Live Oak Room 
F 6 STU Attendance Reporting Procedures Judy Cathey & Janet Lockett Trinity V
G6 STU Procedures for Changing Schedules Throughout the Year Kate Thompson Trinity IV
H6 STU Basic Student Entry John Newcom Red Oak Room
I6 HLTH Student Health Review Q&A Session Jamie Jones & Cathy Marsh Chinaberry Room
J6 GEN Skyward Web Site as an Information Resource Tim Sherrod Dogwood Room
K6 GEN Q&A With Skyward Executives Cliff King & Scott Glinski Trinity II
L6 TECH Web Quick Picks and Crystal Enterprise Mike Bianco Trinity I
M6 FIN Importing Journal Entries from Excel DaiAnn Mooney Trinity III
N6 FIN Receiving Overview Andy Lind Pecan Room
O6 FIN What's New in Finance Mary Olson Trinity VI
P6 HR Emp. Mgmt. -  Data Mining - Advanced (ADV) Beneke Smith Trinity VII
Q6 HR/PR SubTracking - Managing Substitute Information Lois King Trinity VIII
R6 PR TRS Common Reporting Errors Kim Robinson Maple Room
S6 FIN/HR/PR What's New in PEIMS (Finance and Staff) Jamie Smith Willow Room
T6 HR/PR Crystal Reports for Human Resources Deb Muenchow Palm Room
TSUG Evening Resception 5:30 to 8:30 PM (Under the Big Tent located in the North West Corner of the Parking Lot) - Good Food, Cash Bar, & Door Prizes 
Wednesday October 20, 2010
Conference Registration Noon to 6:00 PM - 2nd Floor Main Lobby
Session 7 Classes  8:30 to 9:20 AM
Session Number   Session Description Presenter(s) Name Room
A7 STU Extracting Teacher Schedules for PEIMS for 090 Staff Responsibilities Nancy Smith Trinity II
B7 STU GPA Troubleshooting (ADV) Daren Sherrill Pin Oak Room 
C7 STU PaC to Web Scheduling Amber Nie Whispering Oaks
D7 STU Introduction to Fee Management Brad Jett Elm Room
E7 GEN TSUG Roundtable Mike DePaola & Monica Irvin Private Dinnig Room (PDR)
F 7 STU New User Roundtable - Student Kate Thompson Pecan Room
G7 STU Family Maintenance & Reporting Ryan Graboski Maple Room
H7 STU E-Mail Processing Kathy Leopold  Live Oak Room 
I7 STU Skyport and SMS Mobile Calvin Williams Trinity VII
J7 STU Elementary Scheduling Susan Stephens Red Oak Room
K7 HLTH Student Health Office Visits Jamie Jones & Cathy Marsh Chinaberry Room
L7 TECH Skyward and Server Virtualization Lynn Reas Trinity I
M7 FIN Report Writing - BS & OS - Beginning Beneke Smith Willow Room
N7 FIN Roundtable - Purchasing Andy Lind Trinity VI
O7 FIN Budgeting Tips & Tricks Mary Olson Trinity III
P7 HR Salary Negotiations Overview Kim Robinson Trinity VIII
Q7 HR/PR HR and Payroll Working Together - Adding New Employees Tammy Smith & Tara Shores Addison Lecture Hall 
R7 HR/PR Time Off Accrual Overview James Phillips Dogwood Room
S7 PR TRS Statutory Minimum & Other Matching Expenditures Jeanne Arbuckle Trinity IV & V
T7 GEN Skyward Data Warehouse Deb Muenchow Palm Room
 
Session 8 Classes  9:35 to 10:25 AM
Session Number   Session Description Presenter(s) Name Room
A8 STU Maintaining 090 Staff Responsibilities Records in the Student Database Nancy Smith Trinity II
B8 STU Introduction to Graduation Requirements Chris Arnold Live Oak Room 
C8 STU Grade Analysis (ADV) Toan Vu Red Oak Room
D8 STU Importing Test Scores - TAKS Donna Pruitt Dogwood Room
E8 STU PaC to Web Discipline Brad Jett Elm Room
F 8 STU New Features in the Skyward Student Software Beth Gardner Trinity IV
G8 STU Advanced Data Mining (ADV) John Cecil Trinity V
H8 STU Introduction to Textbook Tracking Jonelle Neely Trinity III
I8 STU Online Registration with Custom Forms Michelle Whitson Trinity VII
J8 STU Procedures for Changing Schedules Throughout the Year Kate Thompson Pecan Room
K8 HLTH Medications Jamie Jones & Cathy Marsh Chinaberry Room
L8 TECH One Touch User Management with Skyward and SIF Lynn Reas Trinity I
M8 FIN Report Writing - BS & OS - Advanced (ADV) Ian Alexander Trinity VIII
N8 FIN Accounts Payable Processing  John Golden Maple Room
O8 FIN Fixed Assets Overview Tim Sherrod Willow Room
P8 HR Roundtable - Human Resources Andy Lind Trinity VI
Q8 HR/PR HR and Payroll Working Together - Interface Emp. Mgmt. and Payroll Tammy Smith & Tara Shores Addison Lecture Hall 
R8 PR Payroll - New Fiscal Year Shannon Buttram Pin Oak Room 
S8 PR TRS - TRAQS TRS Rep Palm Room
T8 FIN/HR/PR Calendar of Activities for the Business Office (HR, PR & Fin) Vickie Benbow & Michelle Trongaard Whispering Oaks
 
Session 9 Classes  10:40 to 11:30 AM
Session Number   Session Description Presenter(s) Name Room
A9 STU The New PEIMS 300 and 305 Records Tom Priem Pecan Room
B9 STU Grade History & Class Ranking - 5th Six Weeks (ADV) Daren Sherrill Trinity V
C9 STU Surviving a Leaver Audit (ADV) Trina Wilson & Janet Lockett Dogwood Room
D9 STU Auto Scheduler Amber Nie Live Oak Room 
E9 STU Advanced Features Button  Chris Arnold Trinity II
F 9 STU PaC to Web Demographics John Hunter Trinity III
G9 STU Bilingual/ESL Entry and Reporting Michelle Jordan Addison Lecture Hall 
H9 STU Response to Intervention (RTI) Calvin Williams Trinity VI
I9 STU Online Registration with Custom Forms (ADV) Michelle Whitson Trinity VII
J9 STU Bells & Whistles Tonya Main Trinity IV
K9 HLTH Health Screenings Jamie Jones & Cathy Marsh Chinaberry Room
L9 TECH Automated Processes and Print Engine Steve Outlaw Trinity I
M9 FIN Overview of Finance Options on the Web John Golden Maple Room
N9 FIN Roundtable - Accounts Payable Lois King Elm Room
O9 FIN Salary Accruals & Payroll Payables Jeanne Arbuckle Red Oak Room
P9 HR/PR Employee Access - Getting Started James Phillips Trinity VIII
Q9 HR/PR Salary Negotiations - Reporting Mary Olson Willow Room
R9 HR/PR ID Image Dan Hoerl Palm Room
S9 PR W-2 Processing - Running the Audit and Making Corrections Shannon Buttram Pin Oak Room 
T9 FIN/HR/PR Conversion Considerations Roundtable – HR, Payroll, and Finance Lindy Finley  Whispering Oaks
 
Session 10 Classes  11:45 AM to 12:35 PM
Session Number   Session Description Presenter(s) Name Room
A10 STU PEIMS CTE & Bilingual/ESL Attendance Tom Priem Pecan Room
B10 STU Preparing for the 415 Course Completion Record (Grades 1-8) Sheryl Moulden Trinity V
C10 STU How to Implement Online Request Entry Janice Eisen  Maple Room
D10 STU Tracking Student Data Changes (ADV) Amber Nie Live Oak Room 
E10 STU Security Concepts for Student Management Users (ADV) Donna Pruitt Pin Oak Room 
F 10 STU PaC to Web Attendance Susan Stephens Addison Lecture Hall 
G10 STU PaC to Web At Risk Ed Linden Trinity II
H10 STU Communicating with Families Matt Yeager Trinity III
I10 STU Custom Forms Roundtable (ADV) John Cecil Dogwood Room
J10 STU Bells & Whistles Tonya Main Trinity IV
K10 HLTH Miscellaneous Health Records  Jamie Jones & Cathy Marsh Chinaberry Room
L10 GEN Scheduling Tasks & Other Cool Web Features Tim Sherrod Trinity VI
M10 TECH Technical Requirements for Moving from PAC to WEB Steve Outlaw Trinity I
N10 FIN 1099 Processing Beneke Smith Whispering Oaks
O10 FIN Credit Card Interface James Phillips Trinity VII
P10 FIN Roundtable - Business Office Supervisor Kim Robinson Trinity VIII
Q10 PR Payroll - Importing Deductions and Benefits from TPA Andy Lind Willow Room
R10 HR Service Records Lois King Elm Room
S10 HR/PR What's New in Payroll and Human Resources Jeanne Arbuckle Red Oak Room
T10 HR/PR Employee Access - Using Web Posting and Surveys Ian Alexander Palm Room
Legend for sessions:  STU = student, FIN=finance, HR=human resources, TECH=technology, HLTH=health, PR=payroll, GEN=general, and FSVC=food service.  (ADV) after a session description means this session is targeted for more advanced user.
All Student sessions (STU legend) will be for the Web version unless specifically stated otherwise.