please take a moment to evaluate some of our most Recent webinars

PCI IN THE WAKE OF COVID-19 - THE NEW CHALLENGE OF MAINTAINING COMPLIANCE

Date: June 17th, 2020
Time: 2:00 p.m. ET
Duration: 1 Hour

Presenter: Bryan Jurewicz - Arrow Payments - Chief Operations & Revenue Officer

Complex merchant environments including universities, hospitals and governments are still required to maintain and report PCI compliance regardless of their state’s social distancing guidelines. How do you accomplish this without physical walkthroughs or the ability for QSAs to visit merchant locations? On top of that, IT staff members must continue to maintain, protect and test network infrastructures that transmit credit card data. Despite these challenges, rganizations are figuring out new ways to attest to their compliance. This webinar will discuss the challenges, solutions and pitfalls of ensuring PCI compliance while working through the coronavirus.

COVID-19 MONITORING, TRACKING & COMMUNICATION FOR A SAFER CAMPUS RETURN

Date: June 16th, 2020
Time: 2:00 p.m. ET
Duration: 1 Hour

Presenters: Dr. Carrie Hoarty, Director of Student Health, Education, and Compliance at Creighton University; Ryan Cameron, Assistant Vice President Digital Experience at Creighton University and Mary Frances Coryell, Vice President of Sales and Business Development, Ivy.ai

Effective tools for monitoring, tracking and communicating about COVID on campus will be critical for protecting students, workers and guests as campuses reopen this Fall. There is an urgent need for tools and systems to ensure stakeholders who experience symptoms or test positive for Covid-19 are quickly connected with campus resources, vulnerable populations receive timely alerts, a culture of public safety is reinforced (masks are being worn, etc.) and contact tracing efforts are coordinated.

Creighton University and SUNY Stony Brooke University recently formed task forces to assess and drive this forward at their schools. They reached out to Ivy.ai for help developing a self-screening app (CampusClear – learn more at www.campusclear.com) that supports a safe return to campus for students and staff this fall.

The result is CampusClear – a COVID monitoring and response app which Ivy.ai is providing FREE to all schools in need. Join experts from Ivy.ai and Creighton University to learn more about how to use CampusClear as a ‘passport’ that can be checked at all entry points to buildings on campus, help make informed decision about on-campus safety and provide connections to critical information and resources.

SECURE PAYMENT PROCESSING FOR REMOTE WORKERS: HOW TO SECURELY ACCEPT CREDIT CARD & ACH PAYMENTS FROM ANYWHERE

Date: June 11th, 2020
Time: 2:00 p.m. ET
Duration: 1 Hour

Presenter: Bryan Jurewicz, Chief Operations & Revenue Officer, Arrow Payments; Marci LaRouech, VP of Client Success, Arrow Payments

Universities & colleges are reacting to the evolving needs of departments as a result of COVID-19. Schools now have to consider the impact of PCI compliance on remote workers and the systems they are using for payment processing. It is easier to monitor and maintain security controls, networks and technology that transmit payment information on campuses. But personal devices and home networks are now throwing a wrench in everything. Learn about solutions that can expand the ways departments can accept payments remotely to increase the funds received and ensure there are no PCI compliance concerns.

PAYMENT PLANS NOW MORE THAN EVER – HELPING STUDENTS AVOID THE PERILS OF STUDENT DEBT

Date: June 10th, 2020
Time: 2:00 p.m. ET
Duration: 1 Hour

Presenters: Katherine Hebert Seghers, Assistant Director of Accounts Receivable, Delgado Community College; Kelly Lagana, Product Specialist, Transact

Colleges are in a constant struggle to provide today’s students with the highest-level learning experience, while managing the rising cost of education. A recent survey found that almost 50% of high school students want to attend college, but 40% of those that attend require student loans. Now with today’s economic uncertainties what tools can colleges use to facilitate students’ goals for a higher education, while avoiding the problems of student debt? At the same time, what steps can universities take to minimize the costs to run their financial platform?
Join us to find to explore these issues and listen out how Delgado Community College was successful with an approach to help students and their parents manage their educational cost without diminishing the student experience. Hear Delgado discuss its challenges and what steps they took to provide students and parents with effective cost management tools, while addressing their own needs around technology adoption, financial efficiency and cost savings.

PLANNING WITH CONFIDENCE IN THE COVID-19 ERA: BEST PRACTICES TO RETAIN & DRIVE STUDENT ENROLLMENT

Date: June 4th, 2020
Time: 2:00 p.m. ET
Duration: 1 Hour

Presenters: Sharon Butler, EVP - Education, Flywire; Kelli Accardi, Senior Relationship Manager, Global Strategic Accounts, Flywire

School Panel: Dr. Stina Olafdottir, Associate Vice President for Business and Administration Services and the University Bursar at Kent State University; Dr. Judith Pennywell, Director of the International Center, University of Michigan; Jennifer Campbell, Director of Global Operations and Learning, Penn State; Brett Cassell, Bursar, University of Colorado Boulder

The appearance of COVID-19 has introduced a range of uncertainties and obstacles that present significant challenges to universities, students and families planning for the 2020-2021 academic year. Join Flywire for an informative webinar to learn more about key policies and flexible solutions that will help you and your students plan with confidence. Discover best practices and real-world examples to retain and drive student enrollment by:

• Addressing visa requirements

• Offering payment plan flexibility 

• Ensuring a seamless payment process

Secure Refunding in the Digital Age

Date: June 3rd, 2020
Time: 2:00 p.m. ET
Duration: 1 Hour

Presenters: Martha Wilson, TouchNet's Manager, Payment Programs; Melody Schongar, TouchNet's Product Owner for Payments

Ensuring quick and secure refunding options for students is a growing concern in higher education. With online fraud continuing to increase in the eCommerce space, how can you protect your business from fraud while providing a variety of convenient and secure refunding options for students? Join TouchNet to learn best practices for fraud monitoring and regulation changes to protect students and your business. Martha Wilson and Melody Schongar will explore the different refund methods such as direct deposit, check, ACH, and new digital refund options, as well as the latest NACHA regulatory information to help you stay informed. 

As COVID-19 disrupts the international student landscape, is your institution prepared?

Date: June 2nd, 2020
Time: 2:00 p.m. ET
Duration: 1 Hour

Presenters: Rajiv Sharma, Director of Business Development and Key Accounts Manager, Education, Western Union Business Solutions;  John Fugatt, AVP Financial Services, California University, Fresno

Future international students’ demands, attitudes and behavior will transform the way universities and colleges attract and recruit international students. Fallout from the COVID-19 pandemic will accelerate this change even faster.

Join us for an interactive discussion on the key insights of our research into the future of international education, highlighting the trends driving the future choices of international students and how institutions should engage with them.

Learn how universities and colleges need to evolve in order to recruit future new international student groups in the light of the challenges posed by COVID-19, so they continue to attract the brightest international minds, meet their institution’s globalization goals and deliver the best possible student experience.

COLLECTION STRATEGIES AND COMPLIANCE IN THE COVID-19 ERA

Recorded Date: May 28th, 2020
Time: 2:00 p.m. ET
Duration: 1 Hour

Presenters: Mike Cantrell, President of Solutions by Text; Rozanne Anderson, Vice President and Chief Compliance Officer at Ontario System

Even before the COVID-19 era began, keeping up with regulations and compliance in the student accounts office has been a challenge. On top of the due diligence expected in communication compliance, today’s Gen Z students demand technology that keeps pace with other competing schools and the latest trends. At stake for your department: improved efficiency, streamlined collections processes, improved engagement and retention, and increased graduation rates. Join us in this session as we hear from two industry experts on leveraging mobile technology to improve student engagement while remaining compliant. Learn how to get your department/campus out of defensive mode when it comes to collections.

LISTSERV LIVE: AR BEST PRACTICES PANEL

Recorded Date: May 27th, 2020
Time: 2:00 p.m. ET
Duration: 1 Hour

Presenters: Torri Williams, Georgia State University; Laurie Beets, Oklahoma State University; Jan Hnilica, Trinity Christian College; Christina Cardinale, Manhattan College

Does your AR operation need an overhaul - or maybe just a few tweaks to streamline and improve? Looking for tips on how other schools, big and small, public and private, are managing resources and adjusting policies in the wake of COVID-19? Well, this is the session for you! We will cover best practices for the AR life cycle from fee assessment, to writing off bad debt and everything in between. PDG's top talent come together to share their A/R best practices and department policies in the wake of the COVID-19 shutdown.

THE COMPLEXITIES OF PROCESSING INTERNATIONAL REFUNDS

Recorded Date: May 14th, 2020
Time: 2:00 p.m. ET
Duration: 1 Hour

Presenters: Garry Clement, Former National Director at the Royal Canadian Mounted Police’s Proceeds of Crime Program; Lucas Laracy, Director of Sales, PayMyTuition.

We recognize that the COVID-19 pandemic may get worse before it gets better and institutions may find themselves scrambling to support international students. In an effort to highlight the challenges associated with processing international refunds, this session will provide an overview of the problems being faced as well as solutions that have been developed to remove the complexities of processing international refunds.

DIVERSIFYING YOUR UNIVERSITY’S PAYMENT CHANNELS IN RESPONSE TO TODAY’S PANDEMIC ENVIRONMENT

Recorded Date: May 13
Time: 1:00 p.m. ET
Duration: 1 Hour

Presenters: Eileen Gazzuolo, Senior Manager, Solutions Engineering, Transact; Campus Carla Krogh, Cashiering Manager @University of California Merced

Today’s pandemic has put much of the focus on remote learning platforms, but colleges and universities still need to generate revenue. The fact is, bills still need to be paid. How do schools get to a place where they can conduct business from virtually anywhere? How can you implement and deploy multiple payment channels to allow your organization to deal with today’s pandemic environment, be better prepared for future situations, while increasing the user experience for your students, parents and organization? 

CUSTOMER SERVICE IN HIGHER EDUCATION IS BROKEN

Recorded Date: March 11th, 2020
Time: 2:00 p.m. ET
Duration: 1 Hour

Presenters: Mary Francis Coryell, Vice President of Sales and Business Development @Ivy.ai; David Glezerman, University of Temple (Retired)

Are you driven to continuously improve service delivery to current and prospective students, faculty, staff and other stakeholders? Simultaneously, do you seek to improve the operating efficiency of your units, reducing costs and re-deploying human assets to more accretive activities? If yes is the answer to both, then you may be surprised to learn how AI can impact both of these objectives. If your job is to improve online presence, triaging customer service requests, extending the hours of operations and enhancing the overall quality of services and experience then this is the presentation for you.

THE GROWTH OF AGENTS IN THE US MARKET: BEST PRACTICES FOR EFFECTIVE INTERNATIONAL STUDENT RECRUITMENT

Recorded Date: February 13th, 2020
Time: 3:00 p.m. ET
Duration: 30 minutes

Presenters: Mark Lucas, International Student Education Agent Association (ISEAA) chair; Sharon Butler, Executive Vice President, Global Education at Flywire

With the US Department of State officially supporting the use of education agents, more and more academic institutions are turning to third-party agents to aid international student enrollment. According to a recent Admission Trends Survey conducted by the National Association for College Admission Counseling (NACAC), a third of American college representations use commission-based agents and of those 75% consider them important to recruitment efforts. 

Featuring Mark Lucas, the current chair of International Student Education Agent Association (ISEAA), this 30-minute Flywire-sponsored webinar will discuss best practices and ways US institutions can incorporate agents into an effective international recruitment strategy to retain and boost student enrollment.

ListServ Live: Integrated Student Accounts: A PDG Town-Hall Networking Webinar

Recorded Date: December 12th, 2019
Time: 2:00 p.m. ET
Duration: 1 hour

Presenters: Jan Hnilica - Student Account Manager, Trinity Christian College; Jesse Boeding - University of Pennsylvania, Doug McKenna - University Registrar, George Mason University; Joan Zanders - Director of Financial Aid, Northern Virginia Community College (NOVA)

Keeping your students enrolled, engaged and in good standing is an enormous challenge. By working together, the offices of the registrar, financial aid and bursar can have a profound impact on student success and graduation rates. But where are the critical points for cooperation? How can each department's limited resources be leveraged for the best results?

PDG is bringing together peers from registrar's, financial aid and bursar's offices across the country to discuss hot topics, share creative solutions and explore new ways to collaborate on meeting the challenges of student engagement and retention.

AUTOMATING PAYMENT PLANS

Recorded Date: December, 4th, 2019
Time: 2:00p.m., EST
Duration: 1 hour

Presenters: Andy Bracciano, Nelnet Campus Commerce, Brittany Hubbard, Bursar at Indiana University

Indiana University (IU) Bursar Brittany Hubbard had a singular goal in mind for their program: to bring their manual standard term and past due payment processes into a 21st century automated system. Partnering with Nelnet Campus Commerce, they were able to put a strategic plan in motion which resulted in a system that eliminated 99.9% of IU's manual processes. This collaboration has allowed Indiana University to process nearly $1 million from past-due accounts, improve their customer service, increase student satisfaction, and restructure the team’s workload.

MEET THE NEXT GENERATION OF PAYMENT TRENDS & TECHNOLOGIES

Recorded Date: December, 3rd, 2019
Time: 2:00 p.m., EST
Duration: 1 hour

Presenters: Ryan Audus, Director, Product Strategy, TouchNet

Venmo … AliPay … WeChat … Apple Pay … Google Pay … are they apps or e-wallets? If you take payments can you also issue refunds in the same format? If you’re hearing unfamiliar names in the payment space or fielding questions about accepting new forms of payment, rest assured your not alone! Don't miss this session as we explore the new payment frontier; the plethora of payment options popping up in multipurpose apps and the opportunities and challenges for schools as they wrangle with looming security concerns.

Successes and Pitfalls with Nuisance Payments

Recorded Date: Thursday, November, 14th
Time: 2:00p.m., ET
Duration: 1 hour

Presenters: Beth Dubyak, President of Vincent Payment Solutions

Not all payments require the same amount of effort. While some are simple one-time deposits, others may be a series of small-value payments to thousands of individuals that can become a nuisance to academic researchers, accounts payable staff, treasurers, and CFOs. Payment options for these “nuisance payments” range from cash, to gift cards, to reloadable debit cards – but what is best and most secure for your academic organization? Featuring Beth Dubyak, President of Vincent Payment Solutions, this session will highlight best practices for navigating these types of “nuisance payments”, including how to avoid common downfalls on everything from carrying bags of cash at bowl games to common reporting mistakes. We will also dive into the variety of factors that impact an institution’s obligations to make payments and will share their expertise and stories to help you determine what options are the most flexible, secure, and efficient for your organization.

Future-Proof Your Payment Process - Accelerate Cash Flow while Saving Time & Money

Recorded Date: Thursday, October, 24th
Time: 2:00p.m., ET
Duration: 1 hour

Presenters: Sharon Butler, SVP Global Sales, Flywire Payment Solutions, Danielle Hillman, Bursar University of Alabama in Huntsville

Imagine if your organization had a way to improve student retention while accelerating cash flow. Join Flywire on Thursday, October 24 at 2pm ET for this informative PDG webinar to discover how leading education institutions like the University of Alabama - Huntsville are offering flexible payment options to help keep more students enrolled by tackling challenges such as rising tuition costs and student debt.

Equipping Your Students with Even More Payment Options—The Growing Use of 529 Plans

Recorded Date: Wednesday, October 15th
Time: 2:00p.m., ET
Duration: 1 hour

Presenters: Pamela Wilkes, Senior Solutions Engineer, Transact and Karen Phillips Director of the Business Office, Depauw University

As students search for creative ways to fund their pursuits in higher education, understanding the trends in these methods becomes increasingly necessary to best serve your current and future students. Today, the fastest growing method that students are using to fund their education are 529 Savings Plans. Is your campus prepared to help students and parents understand how 529 Plans work, aspects of the plan that are state-specific and how to navigate their options?

Customer Service in Higher education is broken

Recorded Date: Wednesday, September 25th
Time: 2:00p.m., ET
Duration: 1 hour

Presenters: David Glezerman, AVP and Bursars, Temple University (Retired); Mary Frances Coryell, Ivy.ai

Are you driven to continuously improve service delivery to current and prospective students, faculty, staff and other stakeholders? Simultaneously, do you seek to improve the operating efficiency of your units, reducing costs and re-deploying human assets to more accretive activities? If yes is the answer to both, then you maybe surprised to learn how AI can impact both of these objectives. If your job is to improving online presence, triaging customer service requests, extending the hours of operations and enhancing the overall quality of services and experience then this is the presentation for you.

ListServ Live Cards and Payments Edition: A PDG TOWN-HALL NETWORKING WEBINAR

Recorded Date: Tuesday, September, 17th
Time: 2:00p.m., ET

Panelist: Tracye Eades Mickle, Florida International University; Jennifer Hart-Barb, James Madison University; Leslie Lackore, Iowa State University

ListServ Live is an online, collaborative round table discussion. We’ll field questions, issues and challenges on the administrative side of higher ed. Three moderators will review questions and topics submitted by attendees and ListServ members, and attendees will have the opportunity to participate and contribute.

LISTSERV LIVE BURSARS EDITION: A PDG TOWN-HALL NETWORKING WEBINAR!

Presenters: Jan Hnilica - Student Account Manager, Trinity Christian College; Greg Withrow - Associate Director of Student Financial Services, Keith Fitzsimmons - Director of Student Accounting, University of Kansas Medical Center

Recorded: Tuesday, September 10th, 2:00 PM ET

ListServ Live is an online, collaborative round table discussion. We’ll field questions, issues and challenges on the administrative side of higher ed. Three moderators will review questions and topics submitted by attendees and ListServ members, and attendees will have the opportunity to participate and contribute.

BACK TO THE FUTURE: A JOURNEY THROUGH OUR PAST, PRESENT, AND FUTURE: A PDG TOWN-HALL WEBINAR!

Presenters: Darrnell Long, Morehouse College; Dayne Newquist, Professional Development Group; David King, Flywire; Judith Flink, Flywire

Recorded: Tuesday, July 23rd, 2:00 PM ET

In keeping with the 40th anniversary of PDG’s Fall Conference, this webinar will be an opportunity for long-term members of the student financial services industry (collections/receivables, student loans, etc.) to share their experiences in SFS - from their early days through 2019 - with a focus on the technological advances that have been made over the years. The end result will be a picture of where the student financial services industry is heading from a technological standpoint. But a trip down memory lane to remind us of where we’ve come from is always a great jumping off point (hairdos will not be held against you, lol). 

The webinar will conclude with a town-hall type discussion of hot topics and pressing issues. Those attending are encouraged to submit questions and weigh in on best practices, solutions and strategies adopted by their schools.

PCI-EZ: BETTER SECURITY AND LESS PCI PAPERWORK

Presenters: Ryan Audus, Director of Business Development, TouchNet

Recorded: Tuesday, April 30th 2:00 PM ET

Data breaches aren’t going away. In fact, they are increasing, and higher education is becoming an increasingly attractive target. The mandatory processes and procedures designed to protect your institution and students can be costly and labor intensive. PCI compliance is one of them. 

Join TouchNet to learn how schools took a PCI-EZ approach to compliance and were able to cut the time spent on PCI paperwork; reduce their PCI footprint and deliver a better, more secure experience to their students and staff. By implementing easy to follow strategies built on certified technologies, transparent processing and a condensed merchant structure, universities were able to reduce risk, boost operational efficiency, and prepare for emerging trends as the payment ecosystem continues to evolve. 

PARTNERING - HOW TO FULLY ENGAGE YOUR IT DEPARTMENT FOR PAYMENTS SECURITY

Presenters: Kevin Edelblute, Assistant VP, Controller & Treasurer, Mississippi State University; Meredith Jackson Deputy CIO and Director of Enterprise Information Systems, Mississippi State University; Judith Seguy, PCIP Director of Operations, CampusGuard

Recorded on: Thursday, April 18th 2:00 PM ET

Higher Education institutions are amazingly complex organizations and their scope for compliance regulations is wider than other industries. While virtually every industry faces significant cybersecurity challenges, higher education is particularly vulnerable. Higher Education’s degree of openness and transparency has historically placed a focus on making sure that faculty, students, the public, and donors can connect easily to resources – including payments across possibly numerous networks. This has made college and university networks an open and inviting target. Managing the balance between this "openness" and the need for tight security has historically been a challenge for college and university administrators and IT staff alike. Getting business administrators and IT align priorities and resources however, is sometimes a different story. Learn how Mississippi State University’s two sides of the coin were able to work together to become and stay PCI compliant.

FUTURE-PROOF YOUR STUDENT COLLECTION PROCESS

Presenters: Sharon Butler, EVP Global Sales, Flywire; David King, VP of Engineering; Daniel Pelayo, AD of Student Loans and Collections, University of Illinois Systems

Recorded on: Wednesday, April 17th 2:30 PM ET

Imagine if your organization had a future-proof way to improve retention because students no longer had to pay collection agencies?

Join Flywire for this PDG “Future-Proof Your Student Collection Process” webinar featuring real-world examples of how education institutions, such as the University of Illinois, are keeping more students enrolled. In this session, you’ll discover ways to automate the past-due receivables process to proactively collect on more accounts internally and reduce collection agency placements by:  

• Engaging with students via contemporary communication channels

• Reaching out to students when there’s a gap in their ability to pay

• Customizing payment terms to meet students’ unique financial circumstances  

• Rescuing delinquent accounts to avoid collection agency fees

Assessing Your Existing Payment Systems

Presenters: Jeff Long, Western Michigan University; Bryan Jurewicz Arrow Payments

Recorded on: Tuesday, April 9th 1:00 PM ET

Every department on a university campus has a need for unique software and payment systems. Consider payments for athletic tickets online, alumni relations taking donations over the phone and dining halls accepting payments in person. All of these departments use different software that needs to securely and efficiently handle payments in a PCI compliant way. How do you begin to navigate this landscape of complexity with varying department requirements and technologies to uncover the most cost effective solutions to accept payments on campus, both now and in the future? Western Michigan University will share their experience of partnering with Arrow Payments to complete a campus-wide payment systems discovery and upgrade project in November of 2018. Learn what surprises they found, what unique use-cases came up, and how they distilled all of that information to create a plan for flexible payment systems and PCI compliance across the University.
Learning objectives:

Identify the steps necessary to complete a campus-wide payment systems discovery project.
Understand how to identify the variety of department payment processing needs and risks on your campus.
Learn pitfalls and challenges to uncovering all of the software and payment systems used by your departments.
Determine ways to improve reconciliation, reduce operational costs, minimize PCI compliance headaches, optimize technology spend and the benefits of completing this process.

LISTSERV LIVE NETWORKING WEBINAR – CARDS & PAYMENTS

Presenters: Jennifer Steier (Univ. of Louisville), Lesley Lackore (Iowa State) and Tracye Eads-Mickle (Florida International Univ.)

Recorded on: Thursday, March 28th 1:00 PM ET

Experts agree that the most connected people are often the most successful. PDG conferences help you succeed at your job and advance your career with opportunities to network with your peers.  But what if you could join your peers in Cards & Payments across the country for networking events without the need for travel and expense? Now you can, with PDG’s ListServ Live!

ListServ Live is an online, collaborative roundtable discussion. We’ll field questions, issues and challenges on the administrative side of higher ed. Three moderators will review questions and topics submitted by attendees and ListServ members, and attendees will have the opportunity to participate and contribute. We’ll spend an hour discussing challenges and opportunities in Cards & Payments, with Jennifer Steier (Univ. of Louisville), Lesley Lackore (Iowa State) and Tracye Eads-Mickle (Florida International Univ.).

You’ll gain valuable insights, get answer to pressing questions and get to know some of your most active and supportive peers. The sessions are Free and open to anyone in Cards & Payments. Join us for ListServ Live and come away with knowledge you can put to work and connections to foster.

IMPROVING THE USER EXPERIENCE IN YOUR FINANCIAL EDUCATION PROGRAMMING

Presenters: Phil Schuman, Director of Financial Literacy for Indiana University and Kate Wehner, Creative Strategist and Information Architect, Indiana University

Recorded on: March 12 @ 2:00 PM ET

With the complexity of the cost of college, determining how much a student will have to pay for a college education can be incredibly frustrating.

A collaboration through multiple offices, including the Bursar at Indiana University has led to a student cost calculator that both helps families estimate the total cost of college and encourages behavior changes to lessen the cost. Learn the features of the calculator, how it maximizes user experience and how your institution can implement a similar initiative.

Learning objectives:

• Discuss how attendees can improve student financial well-being by focusing on their technological capabilities

• Devise ways to utilize technology effectively to help students make more informed financial decisions

• Identify how attendees can create a more engaging user experience for their students when providing financial education

• Review how an institution went from a standard tuition calculator to a tool that is reimagining how students prepare themselves for the cost of college, and how small decisions can add up to a brighter financial future

This session will conclude with a group discussion and Q & A session.

START STREAMLINING REPETITIVE TASKS IN YOUR REVIEW PROCESS

Presenters: Doug Hindsley, Card Integrity
Lesley Lackore, Iowa State University

Recorded on: March 7 @ 2:00 PM ET

Streamlining the review process with automation takes the burden of monthly transaction audit off of the managers’ and administrators’ workload.  Your time is more valuable and manual efforts like these waste time and money. Automation frees up your schedule to engage employees in more important business matters.  From handling documentation to finding fraud and communicating policy compliance, learn how universities and colleges can begin applying streamlined processes today.
Learning objectives:

• Identify repetitive tasks in your workflow that can benefit from automation

• Apply simple automation techniques to your expense review process, and

• Analyze expense data from automation vs. manual processes

PREPARING STUDENTS FOR THE COSTS OF HIGHER EDUCATION

Presenters: Beth Todd, Bursar SUNY Potsdam, Kelly Lagana, Product Manager, Blackboard Transact/Cashnet

Recorded on: March 5 @ 2:00 PM ET

Tuition is rising, subsidized financial aid is falling and navigating the costs of higher education is becoming increasingly complex. As students struggle to fully grasp their financial obligations, it’s important for campuses to understand how they can help students meet these obligations.

Is your campus equipped to help student payers become more financially literate and prepared for the costs involved in achieving a higher education?

Join this webinar featuring SUNY Potsdam and Blackboard Payments Powered by Cashnet as they review the results of a recent survey that comprehensively reviews how student payers are contributing to their futures and the challenges they face.

Learning objectives:

• Identify challenges that students and families have today with the rising cost of tuition

• Identify areas to improve retention through deferred tuition payment plans

• Create enhanced payment plans for your students and parents

Presenters: Brad Waldron, CEO 99 RainMaker; Sharon Butler, EVP Global Sales Flywire Payment Solutions

Recorded on: February 21, 2019

Are you a savvy presenter looking for tips to captivate your audience? Or perhaps someone eager to develop effective presentation skills? No matter your skill level or experience, you won't want to miss "Present Naked" – a complimentary 30-minute PDG webinar sponsored by Flywire. 

Join award-winning executive coach, presenter and author of “Present Naked” Brad Waldron and learn how to present with substance, sizzle and style.

You’ll discover ways to deliver highly effective, memorable presentations by:

• Enhancing verbal and nonverbal communication skills

• Increasing impact through audience-centric content

• Using storytelling tactics to generate excitement

RECONCILIATIONS, PCI COMPLIANCE, AND SERVICE FEES, OH MY !

Presenters: Carole Gilkey, Assistant Bursar, Ohio University
Karrol Leary, Senior Solutions Engineer , Blackboard Transact Cashnet

Recorded on: Tuesday, February 12th, 2019

Payment processing at the campus business office can often be a touchy subject. Whether it’s the worry of PCI compliance, how to properly manage service fees, or how hard it is to reconcile payments, business and finance offices each struggle to find a balance that meets these challenges. And as much as some institutions might believe it impossible, there are ways to simplify payment processing on campus.

Join this webinar with Blackboard Payments Powered by Cashnet and Ohio University to hear case study examples of how OU has simplified daily reconciliations, reduced the burden of PCI Compliance, and how they've managed service and convenience fees for credit and debit card transactions.
Session Learning Objectives:

1. Identify challenges on campus with regards to reconciliation
2. Identify expenses campuses face to accept tuition payments
3. Evaluate options that Ohio University has pursued to improve reconciliation and reduce payment acceptance expenses

FLYFORUM: FLYWIRE WORKSHOP AT THE 2018 PDG STUDENT LOANS CONFERENCE EXPLAINED

Presenters: Sharon Butler, Executive Vice President of Global Sales, FlyWire; Loiuisa Vakili, Director Studetn Financial Services/Bursars, Loyola Marymount University, Carolyn Kaikaka, Director of SFS, University of Pittsburgh; John Hockersmith, Associate Director of Receivables, Student Loans and Collections, University of Illinois

Recorded on: Thursday, September 27, 2018

A brief overview on what will be discussed at this year’s complimentary onsite FlyForum workshop at the 2018 Student Loans and Financial Services Conference. In addition to the overview of the educational FlyForum agenda, PDG will reveal a coupon code for anyone who register for both the FlyForum and the Conference.

The Power of Partnership: Meeting Students Where They Are

Presenters: Marybeth Unsworth,Director of Relationship Management for North America, Flywire; Betsy Burton Strunk, Director of Sales, BankMobile, Judith Flink, Senior Sales Advisor, Flywire; David King VP of Engineering, Flywire

Recorded on: Thursday, September 20, 2018

Paul Vallas, former CEO of Chicago Public Schools, was tasked by the Illinois governor, to work with a team to turn around Chicago State University. The university has faced years of declining enrollment and strained finances. At the beginning of his tenure at the university, Mr. Vallas reached out to Judith Flink, a 30-year veteran at University of Illinois system. After spending months on campus, Judith reached out to expert vendors in the field to assist with enhancing student services, while gaining efficiencies. 

Chicago State University needed a holistic approach to managing business processes on campus. Thus, the university brought in an enhanced refund management system, an unrivaled international payment service and an innovative suite of student financial services products. 

The Chicago State story is not uncommon in higher education. With the dramatic reduction of higher education funding, coupled with the continued decline of financial aid purchasing power, it is essential that higher education institutions decrease expenses while gaining efficiencies. Likewise, there is a call to improve student service and retention rates. It is more critical than ever to meet the needs of Gen Z and Millennial students. Emerging innovative technologies afford colleges and universities the opportunity to meet these needs.

This presentation shows how a team of providers has leveraged technology to improve student satisfaction, increase cost-effectiveness, and gain internal efficiencies in the business office. Hear how the institution provides a blended service model targeting the next generation of students and families.

The Why and How of Securing Treasury and Payments

Presenter: Craig Jeffery, Strategic Treasurer

Recorded on: Tuesday, September 11th, 2018

When it comes to fraud, the past few years have seen a massive rise in criminal activity perpetrated against businesses and institutions. Often, these attempts will specifically target financial personnel including treasury and those with authority or oversight over payments activity. Although continued technological enhancements are allowing organizations to manage payment operations in a more efficient manner, criminals are also leveraging new technology to develop more sophisticated and dangerous fraudulent techniques. The result is that organizations must be more prepared now than ever before when it comes to protecting their financial assets.

This webinar will explore the dramatic increase in fraud that has occurred within the financial environment and examine how new technologies have given way to the creation of more sophisticated criminal techniques. The presentation will also identify common areas of exposure that exist within organizations today and, finally, analyze specific methods and strategies that financial practitioners can employ to protect themselves. 

INTEGRATE HIGHER ED SPEND AND TURN DATA INTO ACTIONABLE INFORMATION

Presenter: Brian Kyser, Senior Solutions Consultant,  SAP Concur

Recorded on: Tuesday, August 21, 2018

Institutions must look at their spend holistically and anticipate spending and costs savings in more creative ways than ever before. We face hurdles of data in multiple locations, paper-based and manual processes and often a non-mandate culture that makes a holistic view difficult. Spend management could soon equal cybersecurity in importance because we cannot secure and manage what we don’t know. Inside the SAP Concur platform is a lot of data that can be turned into actionable information. We’ll review the data buried inside the system and how it can be turned into information that can save the institution dollars

STREAMLINING UNIVERSITY P-CARD PROGRAM/PAYMENT STRATEGY WHILE PROTECTING FROM CARD ABUSE

Presenter: Rex Myers, Regional Sales Executive, SAP Concur

Recorded on: Thursday, August 16, 2018

P-Cards. What is their primary purpose on a campus? Convenience? Small dollar transactions? Expediency and timeliness? Freedom? All useful benefits, but what comes with all of these benefits is risk. Risk of non-compliance. Risk of fraud. Risk of abuse and misuse. Violations of state, university, and funding source (e.g., grants) policies can instill substantial penalties and fines, total loss of funding, and even criminal charges. This becomes a balancing act -- balancing the p-card benefits of efficiency, timeliness, and rebates with the risk of abuse. During this webinar, you will learn techniques and processes that will help institutions automate the reconciliation process and drive rebates back to the university or college. And you'll learn to realize these benefits while having oversight of p-card use to ensure it keeps the University out of the headlines for the wrong reasons.

Taking the Complexity Out of Income Share Agreements

Presenter: Bill Brosseau, Co-Founder and Vice President, Vemo

Recorded on: Thursday, May 24, 2018

Vemo Education is an education finance company that helps colleges and universities design and deploy student-centric, income-based financial aid solutions. Vemo's full-service approach to income-based student financing solutions can help your institution:

• Improve student enrollment mix

• Increase graduation rates

• Boost competitiveness in recruiting

• Generate a new revenue stream

• Diversify institutional discounting strategies

Join us as Vemo helps you learn more about how your institution can utilize ISAs to better align the cost of college with student outcomes. Today, Vemo works with over 30 institutions to provide their students with this new financial aid option as an alternative to debt-based student loans. We invite you to join the webinar to learn more about designing an ISA program at your institution.

"A One Size Can Fit All” Title IV Disbursement Solution

Presenters: Melissa Berube, Business Development Manager, Tuition Management Systems; Howard Polack, Vice President of Product Strategy, Tuition Management System

Recorded on: Tuesday, May 22, 2018

Whether you’re a private-run institution or part of a multi-campus public college statewide system, learn how a web-based refunding and disbursement solution can serve all campus constituents. From tuition refunds to work study payroll this DOE-compliant tool also helps to reduce cost and workload associated with the process. This session will focus on the firsthand experience of an implementation through results of such a system.

Preventing Data Breaches and Maximizing Cash Flow on Campus

Presenters: Richard Emrich, Director of Treasury, Financial Operations, Northwestern University; Deborah Jackson, CEO, Arrow Payments; Bryan Jurewicz, COO, Arrow Payments

Recorded on: Thursday, May 17, 2018

Universities and colleges have the challenge of maintaining flexibility of payment solutions in a decentralized campus environment. Each department tends to want unique solutions that fit their specific needs which can involve the Treasury, Compliance and IT offices at the tail end of the decision-making process. This can leave Treasury/Compliance/IT playing catch up and at odds with the departments' desires. Discover the PCI approved technology advancements that Northwestern University has implemented to address security concerns with departmental solution flexibility, fiscal responsibility and minimized PCI compliance scope.

Learning objectives:

• How to achieve PCI compliance and manage system-wide payments acceptance security across decentralized departments.

• Understand what external resources are available without needing payment system security and PCI compliance expertise on staff.

• Develop a road map to determine and implement solutions to address their department's needs.

• Describe the various security technologies for achieving simplified PCI compliance and protecting customer credit card information against a data breach.

Raising the Bar on Program Confidence: How Communication Can Make Every Department Happy

Presenter: Doug Hindsley, Senior Partner, Card Integrity

Recorded on: Wednesday, May 16, 2018

Card programs at colleges and universities are continuously looking to build program confidence. Communicating about transactions and patterns is paramount to the success and strength of your card program. Join Doug Hindsley as he presents how managers and administrators can effectively communicate key findings of expense data to department heads – and deliver purchasing insights that positively change how your card program is received.

How Can I Pay Thee? Let Me Count the Ways: Navigating the Mysteries of the Payment World

Presenter: Beth A Dubyak, President, Vincent Payment Solutions, Inc.

Recorded on: May 15, 2018

Research payment options have increased over the years. From cash, to check, to gift card, to debit – it’s getting harder and harder to distinguish which payment form should be used when. 

Led by Beth Dubyak, President of Vincent Payment Solutions, Inc., this talk features best practices for navigating research study participant payments, including how to avoid common downfalls on everything from 1099s to leftover gift cards. Ms. Dubyak also dives into the variety of factors that impact a company’s obligations to make payments and shares her expertise to help you determine what options are the most flexible and efficient for your organization.

Learning Objectives:

• Understand your obligations as an organization with payments made to research study participants

• Understand how payment execution impacts research

• Learn the pros and cons of various payment types and how they affect processes

Supporting Non-Traditional Students – Delgado Community College, Payment Plans, and the Cost of Education

Presenters: Amy Laszcz, Delgado Community College; and Kelly Lagana, Blackboard Transact

Recorded on: May 3, 2018

Non-traditional students are becoming the new norm, however, like traditional students, they are still finding it more and more difficult to finance their education due to the increasing cost of education. Providing non-traditional students with payment plans allow additional flexibility to pay for their education. Join us as Amy Laszcz, Director of Accounts Receivable from Delgado Community College (DCC), shares how DCC started providing payment plans to non-traditional students and what benefits they saw from working with a 3rd party partner rather than doing everything in-house. Learn about their program setup, implementation, and continuing use. Also hear from Kelly Lagana, Product Manager from Blackboard, as she reviews current market trends surrounding payment plans and how to better serve all your students.

Leveraging Next Generation Technology to Change the Face of Student Financial Service

Leveraging Next Generation Technology to Change the Face of Student Financial Service

Presenter: David King, OnPlanU by Flywire, Beth Stack, U. of Pittsburgh

Recorded on: May 1st, 2018

Beth Stack and David King, leaders in the higher education industry, introduce emerging payment technology solutions that are helping institutions keep pace with students’ ever-changing needs and demands. You will learn how using technology as a strategy can help your institution achieve exceptional customer service and effective receivables management, while reducing payment delays, increasing cash flow, and decreasing outstanding receivables. Our presenters will share industry best practices and recommendations for meeting the needs of twenty-first century students, as well as a demo of OnPlan’s state-of-the-art technology. Please join us for this collaborative session!

Technology, Compliance, and Customer Service: Completing the Puzzle for the Business Office of Today

Presenter: Paul Aries, Nelnet Campus Commerce

Recorded on: April 17, 2018

When considering how to offer great customer service, the best process may not always be the one that you need to be compliant with the many regulations facing the business office, financial aid office, and other areas of your campus. Likewise, the best technology that allows you to be compliant may not always be the best process to provide great customer service. This session will look at how you weigh compliance, technology, and service so the pieces fit together to create the picture you want for your operation.

ACH Rules Update 2018

Presenter: Patty Presta, WesPay

Recorded on: April 05, 2018

Join this session to get caught up on what’s going on with Same Day ACH and other upcoming NACHA rule changes. You will also learn about the new faster payments options your schools have. We will go over the first real time payments platform in the US offered by The Clearing House (RTP) and how it differs from real time payments such as Zelle.

B2B Payments on Campus: Past, Present, and Future

Presenter: Brian Cook, Paymerang

Recorded On: March 15, 2018

A rapid evolution is taking place in B2B payments. It's having a profound effect on efficiency but also on fraud and compliance risks with over 91% of organizations reporting fraud attempts in 2017 alone. Join us on a journey from where we've been to where we are today and what gaps currently exist. Then we'll take a look at where the payments industry is heading in the next few years.

Payment Plans to Support Student Success

Presenter: Kelly Lagana, Product Manager, Blackboard Transact

Date: October 19, 2017

Transparency - Helping Students and Families Take Informed Action

Presenters: Craig Lockwood, Managing Director of Tuition Management Systems and John Fees, Co-Founder and Managing Director of NGI Group

Date: September 21, 2017

Treasury Expertise Certificate Program Explained

Revamping Your Training Strategies

Presenter: Charmaine Daniels, Director of Office of Student Accounts, Georgia State University

Date: Tuesday, August 22, 2017

FERPA - A Bursar's Perspective

Presenter: Mark Goodman, Former Assistant Bursar at Temple University

Date: May 4, 2017

A Better View to to Student Account Receivables Equals BETTER RESULTS

James Garrant, Director of Student Accounts -Lasell College
Bruce McGee, Associate Bursars - Miami University
Charlene Robertson - University of Alaska Anchorage
Joe Meuse - Tuition Management Services

May 2, 2017

Optimizing the Review Cycle: Investigating, Critical Thinking, and Communicating Data 
Doug Hindsley - Senior Partner Card Integrity
Ashru Shaw P-Card Manager NC State

Providing Payment Options for Your Campus Community

Eileen Gazzuolo and Karrol Leary, CASHNET

Getting the Most Out of Your RFP

Kathy Ann Sheils, Manager of Card Programs, Cornell University | Nov 17th 

Securing Transactions on Campus with Point-to-Point Encryption

David King, CTO, OnPlanU | Nov 10th 

Outreach Plus - Maximizing Your Resources

Mark Goodman, Director of Education, Second Alliance, Scott Holmquist, President Second Alliance | Oct 27th 

Best Practices for Disclosing and
Managing Tuition Refunds

Craig Lockwood, President TMS
John Fees, Co-Founder GradGuard | September 22nd 

The New Bursar's Office: e-Everything
Bill Edmunds | July 14th 

Income-Based Deffered Tuition as a Strategic Enrollment Tool                     Vemo Education | June 2nd