Bursars Professional Certificate Topics

Doing Right-1
Ellen Harris-Small, Rutgers University (Retired)

Faced with many decisions each day, how do you know you have made the right decision? Explore how ethics, integrity and intentions play a role in doing the right thing. Analyze the process used to establish procedures, policies and standards to serve your students and staff.

Effective Team Building - No "Trust Falls" Needed
Darla Freeborn, Whitworth University

Do you wish your staff was more willing to jump in and help when issues arise? Do you have folks in your offices that have an its not my job attitude? It takes time, effort, and leading by example, but you can put together a top notch team willing to jump in and help anytime the need arises. In this session, we will talk about what it takes to create a good team as well as some fun exercises you can do to encourage teamwork. Come prepared to share what works well in your office, too we are all open to new ideas!

Making Goals & Evaluations Count - What’s the Final Destination?
Geri Landwehr, University of Northern Colorado

Creating measurable, attainable and meaningful goals. Getting buy-in from your employees so they can make the most of their work experience and be happy in their jobs. Because as we all know, happy, fulled employees make for a better place to work

Barry Greenberg, Barry Greenberg Consulting

Barry covers updates on regulations governing the Family Educational Rights and Privacy Act(34 CFR Part 99). In this session you will learn of some of the exemptions of FERPA and technics in training staff on upholding FERPA rules.

GLBA/Red Flag
Ellen Harris-Small, Rutgers University (Retired)

FTC regulations and solutions to prevent identity theft. An overview and review of the rules, regulations, and the policies and procedures to maintain compliance.

Reg Z - How to Stay Compliant
Brent Lattin, Senior Attorney, Federal Reserve Board, Washington D.C. 

Does your institution need to comply with the recently released Regulation Z of the Truth-In-Lending Act? If you don't need to, why not? And, if you do, what specifically affects your school and how do you approach complying? Unravel these and other questions about Regulation Z in this must-attend webinar by Brent Lattin, Senior Attorney at the Federal Reserve Board.

PCI Compliance – What Do You Mean It’s Not Just an IT Issue?
Geri Landwehr, University of Northern Colorado

How PCI compliance affects our business office processes and procedures. How do we make our campus departments understand the importance of PCI compliance and where they might be making violations . The importance of being security aware and understanding what the new PCI DSS version 3.0 means for us.

Let's Talk Tax Forms
Darla Freeborn, Whitworth University

Is your relationship with your 1098T, 1098E, 8300, and 1042S tax forms tenuous at best? In this session, we will try to ease the tension between you and your forms by covering that all important need to know information that will help you to successfully produce and file your various tax forms. Included will be the basic information you'll need to have before forms can be generated; the IRS requirements regarding large cash payments, charges, tuition payments, interest reporting, scholarship and grant reporting; processing the forms whether you produce them in-house or outsource them; how to make corrections to your files; and uploading your final files to the IRS through the FIRE website.

Operations Excellence: Improve Your Students AR Operations
Bill Edmunds, President & Principle of Gentleman's C Higher Ed Consulting

Operational Excellence has the goal to allow institutions to achieve financial sustainability by developing a simple, cost-effective organizational structure, procure quality goods and services at a lower cost, support the productivity of staff through new tools and practices, and develop efficient policies and procedures. Come to this session to learn how your Student AR Operation can improve its efficiency and improve its customer service.


The Effects of SAP on Accounts Receivable - CFPB
Christina Cardinale,  Student Account Coordinator Manhattan College

The session will provide a practical description and overview of the Federal Satisfactory Academic Progress (SAP) regulations used by the Financial Aid Office in determining ongoing eligibility for a students use of Title IV Programs. Learn how to identify students at-risk for not making SAP and how the Bursars Office can work with Financial Aid on the appeals process (the Academic Plan) to restore aid eligibility. We will also discuss how to counsel the student and assist them with the development of a financial plan.

Sponsored Billing: Responsibilities of the Student, Organization and University
Kala Williams, Drake University

Sponsored billing is the process where the university bills an outside organiztion(sponsor) for a student's tuition and/or fees. In this session you will learn proper commication channels, verification of contract information, ERP and Third Party system coding, applying payments and follow up procedures.

Payment Trends and PCI
John McElroy, Business Development Manager, TouchNet Information Systems, Inc.

The payment industry is rapidly evolving, including mobile payment acceptance, contactless payments, EMV (chip and PIN), P2PE, ewallets, PCI 3.0, and updated convenience fee/surcharge rules. Is your office ready for all of this? Do you know what all these acronyms mean and the importance of each on your business office? Join our speakers as they explain the topics in a non-technical manor and present strategies to help you meet some of these challenges.

What the New ACH Changes Mean for Your Business
Patty Presta, VP of Education and Communications WesPay

The ACH environment is rapidly changing and it is critical that you know what you must implement in order to be in compliance with the ACH Rules. We'll make sure that you are ready for the new rules by taking an in-depth look at both new and recent rules amendments. This session will also cover the increasingly growing issue of Corporate Account Takeover and what you can do to protect your organization. Topics to be covered: - Data Passing - Incomplete Transactions - Notifications of Change on Single Entry Transactions - ACH Security - Corporate Account Takeover

Veteran Education Benefits
Bruce Reumann, Postsecondary Education Specialist 

Nationwide, the topic of assistance to veterans is receiving much attention. VA education benefits are highly valuable to those who've paid the price, and have also become highly valuable to schools. Benefits packages are numerous, can be complex, and can be difficult to administer with confidence. Communication between knowledgeable administration and staff has become increasingly crucial. The VOW To Hire Heroes Act expanded educational opportunities. Executive Order 13607 provides the Principles of Excellence (POE). A POE complaint system was unveiled to safeguard the proper treatment of veterans. Tools were put into place to assist beneficiaries in their search for the right training provider. Although much information has been made available, confusion often rides on the coattails of information overload. At your educational institution, it's important to each key player that the fog be lifted so you can accomplish your goal of helping rather than harming your students!

Nuts & Bolts of Perkins Collections
Rechelle Brown and Christy Egler

Collecting Perkins Loans is govered by the Due Diligence requirements of subpart C of the Perkins regulation(34 CFR 674.41-50). Specific steps must be taken to keep the school in compliance. This presentation will provide attendees with tools necessary for the proper collection of Federal Perkins Loans

State of the Art Collections - Part 1 Collection Basics
Carla Perez, Assistant Director Student Loans and Collections, University of  Illinois

Topics include:
  1. Accounts/Charges
  2. Aging
  3. Internal Collections

State of the Art Collections - Part 2 Due Diligence
Carla Perez, Assistant Director Student Loans and Collections, University of  Illinois

Topics include:
  1. Due Dilligence
  2. Skip Tracing
  3. Dealing with Difficult Customers

State of the Art Collections - Part 3
Carla Perez, Assistant Director Student Loans and Collections, University of  Illinois

Topics include:
  1. Collector Performance Motivation
  2. Dealing with Bankruptcy
  3. Collection Agencies
  4. Internal Software

Skip Tracing 
Sandy Plenski

Do you have former students, now borrowers, who you cannot find? How about former students who call you, but refuse to give you any address or work information? There are many techniques that can be used to find someone who simply doesn't want to be found and they are all legal. What are some new practices that you may not know about? Though there are people who seem to disappear, everyone has to be somewhere. This breakout session will give you tips on how to legally find the people that you are looking for. This session will also include information regarding this topic that is located in the Fair Debt Collections Practices Act. If you're looking for new ideas, or simply trying to find out what's legal and what's not, please attend this session. I look forward to meeting you!

Bankruptcy, Tuition, & Loan Accounts
J. Scott Watson, of J. Scott Watson, PC

Everything You Need to Know About the FDCPA But Were Afraid to Ask

Bursar Basics Part 1 - Customer Service & Internal Controls
Barry Greenberg, Barry Greenberg Consulting

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.

Bursar Basics Part 2 -Collection, Billing, & Cashiering 
Barry Greenberg, Barry Greenberg Consulting

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.

Foiling Fraudsters
Laurie Beets, Oklahoma State University

Unfortunately fraud is a reality in today's environment. This session attempts to fight fraud by increasing awareness of possible schemes and offers advice in how to prevent/mitigate risks.

Separation of Duties
Kala Williams, Drake University

Cashiering and Student Accounts job duties - who should do what, when duties cannot be separated, what compensating controls should you have in place? Are you aware of your weaknesses?

Protect Your Company From Cyber-Thieves
Patty Presta, Western Payments Alliance

Risks to the payments network are ever-changing. Cyber-thieves are becoming increasingly sophisticated at exploiting vulnerabilities in corporate systems in order to commit fraud. In 2014, NACHA issued a policy statement addressing the importance of your financial institution utilizing sound business practices to prevent and mitigate risk of Corporate Account Takeover within the ACH Network. Join us and let WesPay provide you with tools to help protect your school against these threats.

Defusing Complaints
Ellen Harris-Small, Rutgers University (Retired)

Each hostile situation is different. There is no magic secret to defuse someone's anger. We will be working on solutions to establish the calm after the storm.

Office Safety & Robbery Response
Laurie Beets, Oklahoma State University

Developing prevention and preparedness strategies for volatile situations is crucial to support safe working environments. This session provides ideas for office security, keeping staff aware of the potential for crimes, and discusses effective robbery response techniques.

Privacy is a Fundamental Right - You Must Protect It
Laurie Beets, Oklahoma State University

Even with the social media explosion, privacy is still a fundamental right. It is an expectation and a commitment to uphold safeguarding private information. This session discusses Red Flag Rules and best practices for your areas to be good stewards in the responsibility of protecting privacy.

The Social Media Revolution: A Higher Education Perspective
Jared Beard

Like gambling or any game of chance, Social Media, to many, is a high stakes game of risk vs. reward. All new technologies and trends contain pitfalls; great benefits and precarious situations that need to be skillfully navigated. Like a game of poker, or a hand of Blackjack, Social Media is potentially high reward or high with ebbs and flows of good and bad hands.This session will help you better understand and navigate the professional, personal, and business uses of Social Media. Participants are advised to bring a large bundle of cash, protective eye/headgear, and to stretch appropriately for the various trust falls, group hugs, pyrotechnics, and obstacle courses employed during this session. As the Roulette wheel turns so does the wheel of Social Media, watch the revolutions, prepare for the challenges, and reap the rewards of sitting down at the table of Social Media.