SPONSORED BY
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| OVERVIEW |
 PDG's Bursar/SFS Institute is intended for new and aspiring student financial services administrators such as Bursars, Collection Specialists, and Cashier Supervisors. The workshop will touch on many aspects of the day-to-day operations of a typical student accounts office. Participants will have an opportunity to learn and discuss with their colleagues the many issues that arise daily. Much of the workshop is devoted to interaction with other participants and fun case studies.
Topics Include: (subject to change)
| Customer Service |
Billing |
| A/R Management |
Refunds |
| PCI |
Collections |
| Internal Controls |
Regulations |
| E-Commerce |
Leadership |
COST OF WORKSHOP: $385
REGISTER ONLINE NOW!
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| INSTRUCTOR |
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Barry Greenberg – Southern Illinois University Edwardsville
Barry Greenberg is the Bursar for Southern Illinois University Edwardsville (SIUE). In addition, he has held the position of Audit Manager for the SIUE and SIU School of Medicine campuses. He has been affiliated with SIUE for almost 14 years. During his tenure as Bursar, he has overseen SIUE's conversion to E-commerce applications, establishment of a satellite Bursar's Office and adoption of new customer service initiatives. In addition to his responsibilities at SIUE, Barry teaches graduate finance courses as an adjunct faculty member at Webster University in St. Louis. Prior to his employment at SIUE, Barry worked 22 years at Southwestern Bell Telephone Company and its corporate entity, SBC Communications.
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| AGENDA subject to change |
| Sunday |
| 3:00 - 6:00 pm |
Early Workshop Registration |
| 6:30 - 8:00 pm |
Welcome Reception (With Student Loan Conference) |
| Monday |
| 7:30 - 8:30 am |
Registration |
| 8:30 - 9:00 am |
Opening General Remarks
Jason P. Beard - President & CEO, Professional Development Group II, Inc. |
| 9:00 - 10:15 am |
Building A Bridge Over Troubled Water
How can institutions in Higher Education remain relevant? How can Universities enhance their competitive advantage? The answers are evident in the willingness of universities to transform themselves and to embrace change. Dean Akande maintains that what Universities are should never change but how they deliver their mission should always be changing.
Dr. Benjamin Ola. Akande – Webster University |
| 10:15 - 10:30 am |
Networking Break |
| 10:30 - 11:30 am |
Customer Service Customer service is not just for the local retailer or supermarket. It is important for institutions of higher learning, particularly in today’s highly competitive environment. Everyone should consider what customer service means in the context of their organization. So, prepare to receive as well as give 2 cents worth of winning approaches to providing outstanding customer service. You might be surprised where it can lead.
Barry Greenberg – Southern Illinois University Edwardsville |
| 11:30 - 12:45 pm |
Lunch |
| 12:45 - 3:00 pm |
Workshop Continues |
| 3:00 - 3:30 pm |
Networking Break |
| 3:30 - 5:00 pm |
Workshop Continues |
| Tuesday |
| 8:00 - 9:15 am |
Breakfast |
| 9:15 - 11:45 am |
Workshop Continues |
| 11:45 - 1:15 pm |
Lunch |
| 1:15 - 3:30 pm |
Workshop Concludes |
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| CPE CREDITS |
NASBA CPE Credit Information
Program Level: TBA
Prerequisites: TBA
CPE Credit: TBA
Professional Development Group II, Inc. is registered with the National Association of State 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 on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Telephone: 615-880-4200. Web site: www.nasba.org.
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| HOTELS |
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Long Beach, CA: The Renaissance Long Beach Hotel
Discover the place to be seen on the Pacific coast at The Renaissance Long Beach, the premier choice of Long Beach hotels. Located at the heart of the entertainment district, this downtown Long Beach California hotel is just steps from the trendy dining, sensational nightlife, and boutique shopping that give this locale its lively atmosphere. Fresh from a spectacular $5.6 million renovation of all guest rooms, this downtown Long Beach hotel reflects a chic, casually elegant ambience from plush new beds and soft colors, to marble bathroom counters and modern desk chairs.
PDG has been able to secure a special room rate of $149 single/double (plus tax). Please make your reservations early in order to avoid disappointment. In order to receive this rate call 562-437-5900. Make sure to mention you are attending PDG's Student Loan/Receivables Collection Conference. Book your room online now by following this link - rooms will go quickly: http://www.prodev.com/hotels/slrc/west.
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Orlando, FL: The International Plaza Resort & Spa
Enter the lavish gates of the International Plaza Resort & Spa and discover a tropical paradise filled with exotic flowers, charming wood bridges and unique décor. Walk through our main doors and you’ll be greeted by majestic African Greys and tropical birds inside our stunning main lobby. Conveniently located just minutes from Walt Disney World, Universal Studios and the Orange County Convention Center, the International Plaza Resort & Spa offers the perfect setting for any occasion. Enjoy lush, native palm trees, select amenities and deluxe hotel accommodations set to the highest standard of personal comfort. With our variety of services and features, it’s easy to see why we’ve become so popular among Orlando resorts for both leisure and business travel. The International Plaza Resort & Spa is located at 10100 International Drive, Orlando, FL 32821.
PDG has been able to secure a special room rate of $155 single/double (plus tax). In order to receive this rate call (800) 327-0363 or visit www.intlplazaresort.com. Make sure you mention you are attending PDG's P-Cards Conference. The group code is PDG223. This rate extends three days prior to the conference dates and three days after. Please make your reservations early in order to avoid disappointment.
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| REGISTRATION |
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The registration fee for PDG's Bursar/SFS Institute is $385. The fee includes two breakfasts, two luncheons, all refreshment breaks, and all conference materials. If you plan to have two people attend for only part of the workshop, each person must pay the full registration fee. Please note: the workshop sessions, luncheons, and breakfasts are for registered conference participants only. This workshop runs Monday 8:00 am - 5:00 pm and Tuesday 8:00 am - 4:00 pm.
Please complete and return the registration form as soon as possible. A check, purchase order, or credit card information should accompany the form. Or, you may register online at www.prodev.com on our secure, credit card safe, server. Registration confirmation will be e-mailed within five business days of receipt. If an e-mail is not provided, standard mail will be used. If you do not receive a confirmation, please phone PDG to verify your registration before you depart for the conference. PDG will request payment at registration if your purchase order or payment has not reached our office prior to that time. For additional information, please call us at 800-488-6341 or e-mail us at info@prodev.com.
REFUNDS
Requests for refunds will be honored only if notification of cancellation is received in writing (fax or e-mail) 10 business days prior to the beginning of the workshop. Cancellation by telephone is not sufficient. Registrants who fail to cancel will not be refunded their registration fee. 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 800-488-6341, fax 812-339-0138, or e-mail info@prodev.com.
CANCELLATIONS & SUBSTITUTIONS
In the event of cancellation or change in hotel or date, registrants will be notified by mail. Professional Development Group II, Inc. will not be responsible for expenses involved with a cancelled conference. PDG reserves the right to substitute speakers without notice.
REGISTER ONLINE NOW!
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