Credit Card Convenience Fees and Surcharges from both a P-Card and Tuition Perspective ~ December 2010
Bill Doering - University of Cincinnati
May Credit Card convenience fees be charged to the P-card holders making the purchase? There is a lot of misinformation out there as  it pertains to P-Cards. This session will discuss the truths and myths about these fees as they pertain to Purchasing Cards. Many of us have been expanding our P-Card programs through our Accounts Payable Departments to elevate and increase our rebate programs making the subject of fees a hot topic this year. The session will also explain how the convenience fees being charged by many universities for paying tuition have solved many budget problems in these tough financial times.
Duration: 1 hour

A Best Practice for Initiating A Student Financial Literacy Program ~ October 2010
Russ Goeltenbodt - Illinois Student Assistance Commision
There is a growing need for financial literacy for students who are preparing for college with their parents. Currently, most discussions are usually limited to short presentations during Freshman Orientation prior to the beginning of the student's first college semester. This Best Practice relies upon a more expansive approach towards providing students and parents the financial information they need so that students can successfully complete their education without interruption. We refer to the program as a "College Smart Fair" and it provides students and parents with information such as billing policies, financial deadlines and greater awareness of financial responsibilities through communicating with currently enrolled students and their parents. It is much more than just a list of policies but immerses students and parents in all aspects of the financial path to be taken when attending school. This webinar will provide you with the details of how to plan and implement a program and what to incorporate. With such tight school budgets everywhere, maintaining a steady flow of predictable payments from students becomes more essential to the financial well-being of all schools.
Duration: 1 hour

All You Need to Know About Bankruptcy ~ August 2006
Chad Echols - Williams and Fudge, Inc.
The recent reforms to the Bankruptcy laws are the most significant in decades. When you come to this session, you will learn about the changes that have been made in the Law and how it may impact you and your campus.
Duration: 1 hour

Barry has redesigned the Bursar Fundamentals Workshop to comprise the following 1-hour webinars, all beginning at 1:00pm Central time. You can listen to, maybe laugh and hopefully participate in a discussion of the most important features associated with each of these topics. Even an experienced Bursar and employee might pick up a nugget or two.

- Monday, July 13: Customer Service & Internal Controls

- Tuesday, July 14: Functional Issues - A/R, Collections, Billing & Cashiering

- Wednesday,  July 15 - Using Technology - From E-commerce applications to time-saving automated processes

- Thursday, July 16 - Regulations - What do the Feds require and what to do to comply

Sponsored by:
CASHNet’s “Any Payment, Anytime, Anywhere” technology helps academic institutions reduce operational costs, improve service and streamline transactions through its complete suite of payment processing solutions.  Colleges and universities have relied on CASHNet for more than 20 years for expert support, reliable technology and a dedication to serving the higher education industry.  www.cashnet.com.

IAT – Are You Ready for 9/18? ~ September 2009
Wendy Wishon - EPCOR
The International ACH Transaction (IAT) rule will go into effect on September 18, 2009; it's been 2 years of preparation for financial institutions, businesses and universities to be ready for IAT. This session will discuss the basic requirements of the IAT rule, the OFAC compliance implications and help attendees determine how IAT affects their organization.
Duration: 1 hour
Ms. Wishon has over 30 years experience in the financial institution industry including retail, operations and training for a community bank, a savings and loan and a large commercial bank. She also managed software conversions for a core banking software vendor for three years and joined MPX, now EPCOR, in 1996.
Ms. Wishon provides oversight of all critical functions of the organization, including the EPCOR annual payments conference. She is a frequent speaker at various payments industry conferences, including NACHA’s Payments Conference and conducts on-site training for member financial institutions. Ms. Wishon participates on many NACHA rules work groups, sits on the NACHA Arbitration panel and represents the EPCOR membership on the Electronic Check Council and the Internet Council. She is a member of the Regional Payments Associations Executives Leadership Forum and actively participates on the Education and Audit Committees.

Sponsored by:

Purchasing Card Three-Part Webinar Series ~ November 2009
Marty Newman - University of Maryland
A Purchasing Card Program – Where to Begin

If your institution does not have a purchasing card program, this session will help you get the process started. We will address strategies to gain upper level support, market the initiative, avoid potential pitfalls, and introduce an effective program. If your institution already has a purchasing card program, you may discover some potential areas for improvement or acquire some new ideas.
Duration: 1 hour

Advance Your Purchasing Card Program
In today’s economic crunch, more purchases are made by campus customers using delegated purchasing tools, primarily the purchasing card. Join us on a journey to create a more effective, efficient purchasing card program. Learn how to engage in continual process improvement to keep your purchasing card program advancing to the next level. We will discuss updating processes, improving communication, increasing the rebate, and performing audits - all while providing excellent customer service.
Duration: 1 hour

Purchasing Card Fraud – An Intimate View
What is the difference between committing purchasing card fraud and misuse or negligence? How do we assign fair and equitable consequences? What can program administrators do to strengthen program vulnerabilities? We will take an intimate look at purchasing card fraud in an effort to reduce the potential for fraud without sacrificing a quality program.
Duration: 1 hour

Marty Newman, University of Maryland
Marty Newman is the Assistant Director - Delegated Procurement at the University of Maryland. Her responsibilities include managing the purchasing card program, small order program, working with University units having delegated purchasing authority and providing procurement training to campus. Annual expenditures under Marty’s management exceed $80 million. Marty teaches the following courses: Procurement 101, Procurement Using Sponsored Program Funds and Purchasing Card.

Webinar 1 -- Collection Basics 

Topics: Accounts/Charges, Aging, Internal Collections
Duration: 1 hour

Webinar 2 -- Due Diligence
Topics: Due Diligence, Skip Tracing, Dealing with Difficult Customers
Duration: 1 hour

Webinar 3 – Collection Issues
Topics: Collector Performance – Motivation, Dealing with Bankruptcy, Collection Agencies, Internal Software
Duration: 1 hour