#Bursars15www.prodev.com

29th NationalCollege & University

Bursars SFSConference

April 19 - 22, 2015Fort Lauderdale, FL

Westin Beach ResortNASBA CPE Credit Information

(ID#107824)

Program Level: AdvancedPrerequisites: You must work

in a University’s Bursars ProgramCPE Credits: up to 13.2 for conference;

4.8 for workshop; 18 credits availableDelivery Method: Group-Live

Professional Development Group II, Inc. is registered with the National Association ofState Boards of Accountancy (NASBA) as a sponsor of continuing professional education on

the National Registry of CPE Sponsors. State boards of accountancy have the final authority onthe acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may

be addressed to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

29th National College & University

Bursars SFS Conference

April 19 - 22, 2015Fort Lauderdale, FL

Westin Beach Resort

www.prodev.com

Gold Sponsor

Professional Development Group presents...

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Faculty & Advisory Committee

Dr. Benjamin Ola Akande ....................................................................... Webster UniversityPat Albright .............................................................................Noble Payment TechnologiesJason Beard* ...................................................... Professional Development Group, II Inc.Fidel Calero ............................................................................ American Student AssistanceChristina Cardinale* ...................................................................................Manhattan CollegeSheri Cox* ...............................................................................................Ivy Tech BloomingtonJeri Crawford* ........................................................................................ Indiana University SECharmaine Daniels ..........................................................................Georgia State UniversityBill Edmunds ............................................................ Gentleman’s C Higher Ed ConsultingDarla Freeborn* .....................................................................................Whitworth UniversityBobbie Garner-Stewart* ..............................................................Chicago State UniversityEileen Gazzuolo* .......................................................................................................Higher OneEllen Harris-Small ....................................................................................... Rutgers UniversityJan Hnilica* ......................................................................................................Wheaton CollegeLisa Juncaj ....................................................................................................Manhattan CollegeGeri Landwehr* ................................................................University of Northern ColoradoJohn McElroy ................................................................................................................. TouchNetJamie Napralla .............................................Great Lakes Higher Education CorporationSandra Plenski* .........................University of California Hastings College of the LawSherry Pollett* ....................................................................................... Central Texas CollegeJim Reed .......................................................................................................................MasterCardCindy Schick .............................................................................................................................NCCJulie Selander .................................................................................... University of MinnesotaBrian Smith ..................................................................................... Department of EducationFaye Surrette ...........................................................................SecureNet Payment SystemsStephanie M. Tisch ...........................................................................................................EastPayAmanda Wall* ......................................................................University of Alaska, FairbanksAdrienne Wassell* ............................................................... Illinois Institute of TechnologyLaToya Wiley* ......................................University of North Carolina School of the ArtsAlice Wudarczyk* ................................................................... Jacksonville State University

* denotes advisory group

Download Audio Sessions

Check out the audio sessions from our conferences and earn more credits!

www.prodevmedia.com/prodevmedia

Sign-up for the workshop to get the most out of your travel dollars.

Meet the vendors with solutions for you.

Enjoy networking with professionals from around the country.

Network with other higher education professionals about projects, software packages, trends, procedures and more. This year we expect conference attendees from over 200 private, public, and proprietary colleges, universities, trade and technical schools from throughout the U.S.

Participating exhibitors will include collection agencies, billing servicers, tuition management firms, software houses, hardware companies, credit card companies, e-commerce companies and alternative loan providers.

Be sureto keep alookout forinfo on PDG’s

36th Student LoanReceivables CollectionConference! (#SLRC15)November 1-4, 2015 | Savannah, GA

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#Bursars15www.prodev.com

29th NationalCollege & University

Bursars SFSConference

April 19 - 22, 2015Fort Lauderdale, FL

Westin Beach Resort

Pre-Conference Workshops Sunday, April 19 | 1:00 - 5:00 pm | additional fee: $149

Bursars Basics WorkshopDarla Freeborn, Whitworth University

How are day-to-day operations in the Bursar’s Office most effectively handled? What practices can help lower your receivables balances while at the same time maintaining good future alumni relations? How do you handle personnel problems and build a good team? Join us for an afternoon full of good information and a lot of sharing and discussion while we cover a myriad of essential practices. We’ll cover everything from payment plans, cashier/money handling practices, and customer service to collections, federal regulations, the audit, those tough personnel management issues, and more. So, whether you’re a bursar new to the industry or a seasoned bursar looking to review, refresh, and maybe get a few new ideas, we’d love to have you join us.

Leadership Workshop

Are you a leader or just the “boss?” What does your approach to leadership say about you? What skills are needed to be a good leader? How do organization, communication and time management affect one’s ability to lead? As a leader, we guide our Bursar staff through change, challenging times and conflict. We help our team set goals and lead the way to accomplish them. Whether you are new to a leadership position and wanting to strengthen your leadership skills, an experienced Bursar leading a team and looking for new ideas, or someone with plans to lead in the future, this workshop will help you recognize what it takes to create, motivate and lead a successful team that’s envied by other departments! Come prepared to share ideas, interact and have some fun as we learn ways to improve our performance as a team leader and a team member.

Session Descriptions

Best In-House Collection PracticesChristina Cardinale, Manhattan College

What can we do in house before we send to an agency, and why would we choose to devote the time and energy when a third party will do the work for us? What techniques do you use to contact students, skip tracing, regulations that must be followed?

Effective Team-Building - No “Trust Falls” NeededDarla Freeborn, Whitworth University

Do you wish your staff was more willing to jump in and help when issues arise? Do you have folks in your offices that have an “it’s not my job” attitude? It takes time, effort, and leading by example, but you can put together a top notch team willing to jump in and help anytime the need arises. In this session, we will talk about what it takes to create a good team as well as some fun exercises you can do to encourage teamwork. Come prepared to share what works well in your office, too--we are all open to new ideas!

Financial Leadership Boot Camp: Bring It!Fidel Calero, American Student Assistance

Being financially savvy is actually all the rage. And being a leader is kind of awesome. However, many of our students lack the basic financial knowledge and confidence to make solid financial decisions. So how do you get in the know? Join us for this down-and-dirty, in-the-trenches session that will give you the must-haves on budgeting, savings, and credit, along with the resources and references to help your students be successful.

How to Handle a Difficult Situation While Keeping a Smile on Your FaceChristina Cardinale, Manhattan College

As the bill collectors on campus, we are definitely one of the most hated individuals on campus. This session will review how to maintain your cool while dealing with students, parents, faculty and staff members. We will also have “story time,” where we can share examples on how we diffused difficult situations.

Managing Conflict: Dealing with Difficult People & SituationsSandra Plenski, University of California Hastings College of the Law

As managers, we all deal with conflict from time to time. We may also have to work with difficult people and situations, both within our higher education institution and beyond it. If handled badly, conflict can do real harm and leave scars within the workplace that may not heal. If handled well, however, conflict can be very useful. This session will explore various effective techniques for handling conflict in the workplace and other organizational settings. Also to be discussed are the 9 most difficult personality types and how to know which difficult behavior is temporary and which is chronic along with ways to control situations so that repetitive patterns finally cease.

The Ins & Outs of Managing Your Perkins ProgramJan Hnilica, Wheaton College; Adrienne Wassell, Illinois Institute of Technology

The days of opening the window at the Bursar’s Office at 9:00 AM to serve long lines of students queued up waiting for you to open are giving way to students & parents that want to transact their business with the University at 3:00 AM, literally from anywhere on the globe.  Attend this session to hear about how electronic and mobile solutions are radically changing the way we do our jobs.  We will also make time at the end of the session for participants to share some of the innovation things that they are doing.

The “New Look” Bursar’s Office: e-EverythingBill Edmunds, Gentleman’s C Higher Ed Consulting

Join us for a good open discussion as we look at the new regulatory updates for the Perkins program, cover some basic FISAP training, talk about delinquent account/collection issues, and weigh in on the overall pros and cons of the Perkins program itself.

View all session descriptions at www.prodev.com/bursars-agenda

Sunday, April 19, 2015

12:00 - 1:00 pm Workshop Registration

1:00 - 5:00 pm Pre-Conference Workshop | Bursars Basics WorkshopDarla Freeborn, Whitworth University

*additional fee: $149 Pre-Conference Workshop | Leadership WorkshopSheri Cox, Ivy Tech Community College-Bloomington

*additional fee: $149

4:00 - 5:30 pm Early Registration

5:30 - 7:00 pm Welcome Reception

Monday, April 20, 2015

7:00 - 8:00 am Breakfast & Registration

8:00 - 8:30 am Opening Remarks | Jason Beard, Professional Development Group, II Inc.

8:30 - 9:30 am Keynote Session | Leadership Excellence: The Power of Stories to Influence and Engage | Dr. Benjamin Ola Akande, Webster University

9:30 - 10:00 am Networking Break

10:00 - 11:00 am Discovering Your Super PowerEllen Harris-Small, Rutgers University

Trending TopicsSandra Plenski, University of California Hastings College of the Law

ACH Rules UpdateStephanie M. Tisch, EastPay

Making Goals & Evaluations Count - What’s the Final Destination?Geri Landwehr, University of Northern Colorado

11:00 - 11:15 am Transition Break

11:15 am - 12:15 pm One Stop 2.0: Continuous Improvement with the Integrated Student Services ModelJulie Selander, University of Minnesota

GLBA/Red FlagEllen Harris-Small, Rutgers University

Banking Fraud & Risk UpdateStephanie M. Tisch, EastPay

How to Handle a Difficult Situation While Keeping a Smile on Your FaceChristina Cardinale, Manhattan College

12:15 - 1:15 pm Lunch

1:15 - 2:15 pm Changes in Consolidation: An Update | Jamie Napralla, Great Lakes Higher Education Corporation

2:15 - 2:30 pm Transition Break

2:30 - 3:30 pm Birds of a Feather: Banner Open ForumCharmaine Daniels, Georgia State University

Birds of a Feather: Datatel Open ForumDarla Freeborn, Whitworth University

Birds of a Feather: PeopleSoft Open ForumJulie Selander, University of Minnesota

Birds of a Feather: Jenzabar Open Forum

3:30 - 4:00 pm Networking Break

4:00 - 5:00 pm The Changing Payments Landscape | Jim Reed, MasterCard; Faye Surrette, SecureNet Payment Systems; Pat Albright, Noble Payment Technologies

Tuesday, April 21, 2015

8:00 - 8:45 am Breakfast & Registration

8:45 - 9:00 am General Remarks | Jason Beard, Professional Development Group, II Inc.

9:00 - 10:00 am Department of Education UpdateBrian Smith, Department of Education

Benchmarking Survey ResultsCindy Schick, NCC Business Services of America, Inc.

Operational Excellence: Create a Culture of Continuous ImprovementBill Edmunds, Gentleman’s C Higher Ed Consulting

Cyber Liability - A Basic UnderstandingSherry Pollett, Central Texas College

10:00 - 10:30 am Networking Break

10:30 - 11:30 am The Ins & Outs of Managing Your Perkins ProgramJan Hnilica, Wheaton College; Adrienne Wassell, Illinois Institute of Technology

1098Ts – The Form We Love to HateGeri Landwehr, University of Northern Colorado

Multitasking & AdoptionSandra Plenski, University of California Hastings College of the Law

Effective Team-building - No “Trust Falls” NeededDarla Freeborn, Whitworth University

11:30 am - 12:30 pm Lunch & Perkins Program Grassroots Effort Update

12:30 - 1:30 pm Best In-house Collection PracticesChristina Cardinale, Manhattan College

PCI Compliance – What Do You Mean It’s Not Just an IT Issue?Geri Landwehr, University of Northern Colorado

The “New Look” Bursar’s Office: e-EverythingBill Edmunds, Gentleman’s C Higher Ed Consulting

Financial Leadership Boot Camp: Bring It!Fidel Calero, American Student Assistance

1:30 - 1:45 pm Transition Break

1:45 - 2:45 pm Swap the Swipes: Why 2015 is the Year of EMVJohn McElroy, TouchNet

VA Update How Do I Pay My Tuition?Adrienne Wassell, Illinois Institute of Technology

Delivering Exceptional Customer Service – Be Remembered in a Good Way!Sheri Cox, Ivy Tech Community College-Bloomington

2:45 - 3:15 pm Networking Break

3:15 - 4:15 pm Financial Aid UpdatesTBD, Manhattan College

Managing Conflict and Difficult People & SituationsSandra Plenski, University of California Hastings College of the Law

Business Process Automation for the BursarCharmaine Daniels, Georgia State University

Wednesday, April 22, 2015

8:00 - 9:00 am Breakfast

9:00 - 9:15 am Closing Remarks | Jason Beard, Professional Development Group, II Inc.

9:15 - 10:45 am Roundtable Discussion

10:45 am Conference Concludes *Agenda is subject to change. For an up-to-date agenda, please visit www.prodev.com/bursars-agenda

Cancellations & Refunds

In the event of cancellation or change in hotel or date, registrants will be notified by email. Professional Development Group II, Inc. will not be responsible for expenses involved with a canceled conference. PDG reserves the right to substitute speakers without notice. Requests for refunds will be honored only if notification of cancellation is received in writing (fax or email) on or before March 28, 2015. Cancellation by telephone is not sufficient. A $50 administrative fee will be charged for all cancellations. No refund will be honored after the conference. Substitutions may be made if registrant cannot attend. Please notify PDG of substitutions by telephone at 812-339-6374, fax 812-339-0138 or email info@prodev.com.

The Westin Beach Resort & Spa

321 N Fort Lauderdale Beach Blvd Fort Lauderdale, FL 33304 954.467.1111

Special Room Rate: $180Reservation Phone: 888.627.7108

Cut-off: March 27th (or when block fills)

When you are making your reservation over the phone, be sure to mention that you are attending the PDG Bursars Conference.

www.prodev.com/bursars-hotel-travel www.westinftlauderdalebeach.com

Keynote Speaker

Dr. Akande is tenured Professor of Economics and Dean, George Herbert Walker School of Business and Technology, Webster University. Dr. Akande also serves as Webster University’s Chief of Office of Corporate Partnerships, charged with forging partnerships with organizations and businesses on behalf of Webster University worldwide. Dean Akande holds a Ph.D. in Economics from the University of Oklahoma and has completed post-doctoral studies at John F. Kennedy School of

Government, Harvard University, and Saïd School of Business, Oxford University. Read more at: www.prodev.com/bursars-speakers

Keynote Session Description

When the right stories are told, remarkable things happen. Authentic leaders use stories to influence, inspire, and

engage others. Stories are critical for communicating your leadership vision, building a sense of collective purpose,

and expanding your sphere of influence. Participants in this session will learn how to achieve greater

impact and improved results through the effective use of stories.

Dr. Benjamin Ola AkandeDean & Professor, Walker Schoolof Business & Technology, Chief

Corporate Partnerships Officer,Webster University

Leadership Excellence: The Power of

Stories to Influence and

Engage

Be sureto keep alookout forinfo on PDG’s

36th Student LoanReceivables CollectionConference! (#SLRC15)November 1-4, 2015 | Savannah, GA