PDG Webinars

Upcoming Webinars: Register Now!

State-of-the-Art Collections Webinar Three-Part Series ~ February 16-18, 2010, 2:00 pm Eastern Standard Time
Carla Perez, Assistant Director Student Loans and Collections, University of Illinois

Cost: $59.00 each or $149.00 for all three

Webinar 1 -- Collection Basics ~ February 16, 2:00 pm Eastern Standard Time
Cost: $59.00
Duration: Approximately 1 hour
Topics:
Accounts/Charges
Aging
Internal Collections

Webinar 2 -- Due Diligence ~ February 17, 2:00 pm Eastern Standard Time
Cost: $59.00
Duration: Approximately 1 hour
Topics:
Due Diligence
Skip Tracing
Dealing with Difficult Customers

Webinar 3 – Collection Issues ~ February 18, 2:00 pm Eastern Standard Time
Cost: $59.00
Duration: Approximately 1 hour
Topics:
Collector Performance – Motivation
Dealing with Bankruptcy
Collection Agencies
Internal Software

Register Now!

Transitioning from FFELP to Direct Loan ~ February 19, 2010, 2:00 pm Eastern Standard Time
Raymond E. Nault Jr, Associate Director of Financial Aid Programs, Wheaton College

Cost: $59.00
Duration: Approximately 1 hour
Considering the jump to Direct Loans for 2010-2011? Many schools have already made the transition to Direct Lending and you could be next. If you are interested or considering the change of the next cycle, this session will help you understand the setup components, process, terminology, student and staff perceptions, and finally understand the reconciliation process.

Register Now!

Pre-Recorded Webinar Series: Purchase Here!

The PDG Pre-recorded Webinar Series is a great way to train your office on current issues without ever leaving the office or having to meet at a scheduled time. These sessions were all recorded during the actual calls in July of 2006 or later. Listen to these informed speakers at your own pace and train the whole office staff with oneWebinar. When you purchase a pre-recorded Webinar, you’ll download a “Flash Macromedia” sound/image file that coordinates the presentation audio with the handout slides. (Exception: for the Bankruptcy session you will receive only an audio file). You will also receive the handouts in a PDF to follow along and take notes. It’s a great way to obtain this critical information and pass along the info to your staff with minimal expense. It’s almost like being on the actual Webinar.

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

Bursar/SFS Fundamentals 4 Part Series Webinar ~ July 2009
Barry Greenberg - Professional Development Group
PDG and CASHNet present a unique opportunity to get the benefits of one of the most highly regarded workshops covering the Bursar's Office and associated issues without incurring a single penny in travel costs. From July 13 through July 16, we are offering 4 consecutive days of 1-hour webinars equivalent to our pre-conference workshop "Bursar Fundamentals", aka "Bursar 101", presented by Barry Greenberg. Register for all 4, just 1 or any combination in between.

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.

Bursars Basics Series: Customer Service ~ August 2006
Barry Greenberg - Professional Development Group
PDG presents a unique opportunity. In a quick 1 hour format, you can listen to, participate in, and laugh at some of the most significant issues facing the recently appointed or even the seasoned Bursar. Topics such as customer service, internal control, e-commerce, privacy regulations, management, cashiering and collections will be covered. Come prepared to interact with your fellow Bursars - asking for and offering insights into the functioning of the Bursar's Office. This is not solely a lecture but an organized discussion among all the participants. Even an experienced Bursar might pick up a 'nugget' or two.
Duration: 1 hour

Customer Service and Higher Education Are Not Contradictory ~ August 2008
Barry Greenberg - Professional Development Group
Listen and discuss various techniques to improve the customer service offered by any administrative office. These techniques rely upon a change in attitude; and, believe it or not, the starting point begins with you. Curious? Then participate in this webinar.
Duration: 1 hour

Demystifying ACH On Your Campus ~ July 2008
Kate Cole - UMACHA
In this session participants will learn the basic principles of the ACH Network. The history, legal framework, participants and flow of ACH transactions will be discussed, along with warranties and responsibilities. Join us and receive the answers to your ACH questions.
Duration: 1.5 hours

Designing a Banner A/R Training Program ~ November 2008
Charmaine Daniels - University of Illinois
This webinar describes the Banner A/R training program at the University of Illinois and the resources that support departments that process A/R transactions.
Duration: 1 hour

Effectively Managing The T&E Process on Your Campus ~ July 2008
Ted Klein - IOMA
This webinar will address managerial issues, dealing with IRS regulations, supporting documentation, trends in auditing, and paper check reimbursement verses direct deposit. Also on the agenda are best practices in leadership, policy guides, technology, control, and automation software.
Duration: 1 hour

Guide to Deposits in Banner ~ November 2008
Gayle Callahan and Susan Rider - Johnson County Community College
This session will help new and existing clients of Banner Accounts Receivable and Finance set up and use the deposit tabs on TSADETL and TFADETL for student and non-student deposits. We will discuss creating and building the deposit detail codes and the deposit payment detail codes, including the control forms that must be in place and the accounting on the detail codes. We will explain how to post the deposits both directly through Banner and by students through a web based interface. We will explain how and when deposits are released to the account. Tips on making corrections and developing reports and reconciling will be offered. Johnson County Community College began using the Deposit functionality of Banner in May 2007.
Duration: 1 hour

How to Select a Collection Agency ~ May 2009
Lynn Heineman - ACT, Inc
With a multiple of collection agencies in the marketplace, how do you choose the most effective agency for your institution? What should you look for when selecting a collection agency, how should you properly evaluate the agency, what questions should you ask and why does this make a difference in your selection?
Duration: 1 hour

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:

Red Flag Rules ~ November 2008
Naomi Lefkovitz - Attorney for the FTC
This webinar will provide discussion of the new red flag rules under the jurisdiction of the FTC and its implications to higher education institutions.
Duration: 1 hour

Secure Vaults Payments: Revolutionizing ACH ~ May 2009
George Throckmorton - NACHA
This session will provide attendees with a status on the latest developments for Secure Vault Payments (SVP). It will include information on current projects, updated participant list and product demonstrations. Participants will be provided details needed to get up to date with these payment industry trends and make internal decisions on pilot participation.
Duration: 1 hour

Third Party Billing in the Banner Environment ~ July 2008
Cathy Foland - Southern Illinois University Edwardsville
Explore the features available in Banner to automate billing third parties such as employers and 529 plans. See how we integrated third party billing with our installment payment plan. We’ll also discuss some of the practices we follow outside of Banner that help us manage third party billing.
Duration: 1 hour

Training Programs for P-Cards ~ November 2008
Natalie Calleja - Columbia University
This webinar will serve as a place of discussion on how to establish an effective training program for P-Card users and administrators including what resources are available to help in designing and implementing it.
Duration: 1 hour

Purchasing Card 3 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.