Bursars Overview

Top Reasons to Attend:

Incredible hotel rate of $151/night
30 concurrent sessions, more than any other conference about bursars, business officer, student financial services and treasury management subjects
Low registration price per session hour
Practical money-saving ideas
Positive return on your travel and education dollar investment
Fantastic new location with lots to do within walking distance
Networking with a nationwide group of peers from schools all around the U.S.
Inexpensive airfares
Reaching a broad group of potential suppliers and agencies
Pre-Conference Workshops (including Bursars Basics)
CPE credit approved agenda

AGENDA

SESSION DESCRIPTIONS

Who Should Attend?

Administrators
Bursars
Business Officers
Student Financial Services
Controllers
Cashiers
Financial Aid
Chief Fiscal Officer
Treasurer
Collections
Accounts Receivable
Accounts Payable
Treasury Managers

Need to justify your trip to your supervisor or manager?
View the Bursars 2012 Justify Your Trip Document here!

Gold Sponsor:

Silver Sponsors:

Bronze Sponsor:

OVERVIEW

Network with other higher education professionals about projects, software packages, trends, procedures and much more. This year we expect conference attendees from well 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.

AGENDA
Session Descriptions

Click here to view the pdf agenda.

Sunday April 22, 2012
1:00 - 5:00 PM	Bursars Basics Workshop (Darla Freeborn, Whitworth University)		Leadership Workshop (Sherry Deirth, Ivy Tech Community College-Bloomington)
6:00 - 7:00 PM	Reception
Monday April 23, 2012
7:00-8:00 AM	Breakfast
8:00-8:30 AM	Opening Remarks (Jason Beard, Professional Development Group)
8:30-9:30 AM	Are You Maximizing Your Payment Acquisition Options? (David Peterson, i7strategies)
9:30-10:00 AM	Break			Management Track
10:00-11:00 AM	Sensible Strategies (Financial Literacy) (JoAnna Svoboda, Midwestern University)	Addressing the Covenience Fee Debate on Campus (TBA, HigherOne)	Social Media 101: About Influence (Jared Beard, Indiana University)	University of Virginia's Business Professional's Certification Program (Tommye Arnold, University of Virginia)
11:00-11:15 AM	Break
11:15 AM - 12:15 PM	How to Effectively Use Student Labor During Tight Budget Times (Gaylene Hargrove, Oklahoma State Unviersity)	Student Refunds-Prepaid (TBA, Citi)	Low Cost Online Payment Strategy (Carol Payne, Georgia Institute of Technology)	Roadmap to Developing an In-House Training Program (Tommye Arnold, University of Virginia)
12:15-1:15 PM	Lunch
1:15-2:15 PM	Just How Much Can We Do Electronically? AKA Hug a Tree & Save Money (Gaylene Hargrove, Oklahoma State University)	ACH Update (Jessica Rios, GACHA)	Customer Service in Higher Education (Mary Marcum, University of Kentucky)	Think, Plan, Communicate, Collaborate! (David Peterson, i7strategies)
2:15-2:30 PM	Break
2:30-3:30 PM	Reporting Qualified Charges and Scholarships (Yolinda German, SCAD)	Financial Data Security in a Complex Environment (Ruth Harpool, Indiana University)	As Your University Goes Global; Simplify the Receipt of International Tuition Payments (Ben Kavalec, Travelex Global Business Payments, A Western Union Company)	Motivating and Improving Morale in Bursar Office (Sherry Deirth, Ivy Tech Community College)
3:30-4:00 PM	Break
4:00-5:00 PM	Embracing Technology to Promote Exceptional Student Services in Higher Education (Julie Selander, University of Minnesota)	A Case Study for Secure Vault Payments (Lisa McCleary, University of Georgia & TBA, eWise)	Addressing the Challenges Associated with the Mandate of Student Health Insurance (Carol Payne, Georgia Institute of Technology)	The X Factor of Leadership (Mary Marcum, University of Kentucky)
Tuesday April 24, 2012
8:00-9:00 AM	Breakfast
9:00-9:15 AM	Opening Remarks (Jason Beard, Professional Development Group)
9:15-10:15 AM	Essential Leadership Skills for Challenging Times (Jairy Hunter, President, Charleston Southern University)
10:15-10:45 AM	Break
10:45-11:45 AM	Customer Relationship Management (CRM): How Can It Help Your Student "Customers?" (Julie Selander, University of Minnesota)	Evals and Goals and Discipline-Oh My! (Darla Freeborn, Whitworth University)	Improving Collections in the Bursars Office (James Garrant, Wellesley College)	Mobile Strategy (and Motivation) for the Business Office (Lisa McCleary, University of Georgia, John McElroy, TouchNet)
11:45 AM - 12:45 PM	Lunch
12:45-1:45 PM	Have It Your Way… Application of Payment Options (Charmaine Daniels, Georgia State University)	The Bursar Boomerang-Solving Student Financial Issues in One Place Without One Stop Shopping (Marc Maniatis, University of New Haven)	Best Practices in International Payment Processing (Sharon Butler, peerTransfer and James Garrant, Wellesley College)	Earning Your PhD in RDC (Ruth Harpool, Indiana University)
1:45-2:00 PM	Break
2:00-3:00 PM	Cash Handling & Bursar Office Internal Controls (Gaylene Hargrove, Oklahoma State University)	Third Party Billing-Organizing, Processing, Monitoring, & Collecting (Marc Maniatis, University of New Haven)	Why Do You Need Consent to Call a Cell Phone? (Bess Lochocki, Todd, Bremer & Lawson)	Durbin Amendment: What Does the Business Office Need to Know to Save Money! (John McElroy, TouchNet)
3:00-3:30 PM	Break
3:30-4:30 PM	FERPA Refresher (Charmaine Daniels, Georgia State University)	Post-9/11 GI Bill (Chapter 33) Update (Richard Middleton, The US Department of Veterans Affairs)	Bankruptcy 101 (TBA, Bass & Associates)	Customer Service/Communication with Our Students (JoAnna Svoboda, Midwestern University)
Wednesday April 25, 2012
8:00- 9:00 AM	Breakfast
9:00-9:15 AM	Opening Remarks (Jason Beard, Professional Development Group)
9:15-10:45 AM	Roundtable (Jason Beard, Professional Development Group)

Advisory Committee 2012

Tommye Arnold	University of Virgina
Jared Beard	Indiana University
Jason Beard	Professional Development Group
Pacey Bowens	Arkansas Northeastern College
Sharon Butler	peerTransfer
Charmaine Daniels	Georgia State University
Sherry Deirth	IVY Tech Community College-Bloomington
Darla Freeborn	Whitworth University
James Garrant	Wellesley College
Yolinda German	SCAD
Gaylene Hargrove	Oklahome State University
Ruth Harpool	Indiana University
John Hockersmith	University of Illinois
Dr. Jairy C. Hunter Jr.	Charleston State University
Ben Kavalec	Travelex Global Business Payments, A Western Union Company
Bess Lochocki	Todd, Bremer & Lawson
Marc Maniatis	University of New Haven
Mary Marcum	University of Kentucky
Lisa McCleary	University of Georgia
John McElroy	TouchNet
Richard Middleton	The US Department of Veterans Affairs
Carol Payne	Georgia Institute of Technology
David Peterson	i7strategies
Jessica Rios	GACHA
Julie Selander	University of Minnesota
Andrew Snipes	NCCU
JoAnna Svoboda	Midwestern University
Michael Wilson	TouchNet
Whitney Williams	Ozarks Technical Community College
Alice Wudarczyk	Jackson State University

POLICIES

If you are unable to attend the conference but would like to purchase handout materials, complete packets may be purchased for $150. Presentation material will be sent electronically one week after the conference ends.

In an effort to reduce waste and decrease the use of paper products at the meeting, there will be no paper copies of session presentations or handouts at the event. One week before the conference, you will be provided with a web link to the available presentations. At that time, please review them and print the ones you’d like to have at the conference. The presentations will be available online for 6 months after the event.

Smoking Policy
Smoking is not permitted during the conference, at meals, refreshment breaks, the receptions, and in the registration or exhibit areas.

Dress Code
Business casual dress is suggested for all events.

CPE CREDITS

NASBA CPE Credit Information
Program Level: Advanced
Prerequisites: No prerequisites and/or advance preparation is required
CPE Credit: 19 CPE credits (estimated)

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.