2019 Bursars SFS Agenda

Our advisory committee is hard at work developing the 2019 Bursars SFS agenda! Review the growing list of confirmed sessions below the schedule.
Check back soon - this page is updated often.

Sunday, March 31
12:00 - 1:00 p.m. Workshop Registration
1:00 - 5:00 p.m. Workshops
4:00 - 6:00 p.m. Conference Registration
6:00 - 7:30 p.m. Welcome Reception
Monday, April 1
7:00 - 8:00 a.m. Breakfast & Registration
8:00 - 8:30 a.m. Opening Remarks
8:30 - 9:30 a.m. Keynote
9:30 - 10:00 a.m. Networking Break
10:00 - 11:00 a.m. Concurrent Sessions
11:15 a.m. - 12:15 p.m. Concurrent Sessions
12:15 - 1:15 p.m. Lunch
1:15 - 2:15 p.m. Concurrent Sessions
2:15 - 2:45 p.m. Networking Break
2:45 - 3:45 p.m. Concurrent Sessions
4:00 - 5:00 p.m. Concurrent Sessions
Tuesday, April 2
8:00 - 8:45 a.m. Breakfast & Registration
8:45 - 9:00 a.m. General Remarks
9:00 - 10:00 a.m. Concurrent Sessions
10:00 - 10:30 a.m. Networking Break
10:30 - 11:30 a.m. Concurrent Sessions
11:30 a.m. - 12:30 p.m. Lunch
12:30 - 1:30 p.m. Concurrent Sessions
1:45 - 2:45 p.m. Concurrent Sessions
2:45 - 3:15 p.m. Networking Break
3:15 - 4:15 p.m. Concurrent Sessions
Wednesday, April 3
8:00 - 9:00 a.m. Breakfast
9:00 - 9:15 a.m. Closing Remarks
9:15 - 10:45 a.m. Roundtable Discussions
10:45 a.m. Conference Concludes
 

Confirmed Sessions

#Trending Topics

Laurie Beets - Oklahoma State University

This session provides a forum to discuss hot emerging business topics with peers.

Learning Objectives

  • In this session you will take away the latest trends in the Student Accounts Office
  • Take away cutting edge solutions that schools have implemented

 

Birds of a Feather: Banner Open Forum 

Charmain Daniels - Morehouse College

Are there processes in Banner that you need help with? Are you a Banner guru that can share information with the rest of us? Can you share in your experience with the new updates in version 9.0? Please join us to find answers to your questions and to share what you know.

 

Birds of a Feather: Beginning SFS Staff  

Darla Freeborn - Whitworth University

This session offers a quick orientation to people new to the industry and a follow up townhall discussion geared just for Beginners. Darla Freeborn, Bursar at Whitworth University in Spokane, Washington will host this conference orientation and follow up table topic discussion for those new to the industry or higher ed.

Learning Objectives

  • Learn tips on making the most of your PDG Conference experience
  • Discover what you know and what you don’t know
  • Gain key relationships that could impact your future path
  • Take away a different or new approach to old challenges

Do you have questions or topics that you want to be sure are discussed? Send your topics and questions to PDG at info@prodevmeetings.com.

 

Birds of a Feather: Intermediate SFS Staff

Laurie Beets - Oklahoma State University

This session will offer a quick orientation to people new or a few years into the industry and tips on making the most of your conference experience. After a brief introduction to our PDG conference, Laurie Beets, Bursars at Oklahoma State University will be your host and moderator for an open discussion on topics and challenges facing you at your campus.

Learning Objectives

  • Learn tips on making the most of your PDG Conference experience
  • Discover what you know and what you don’t know
  • Gain key relationships that could impact your future path
  • Take away a different or new approach to old challenges

Do you have questions or topics specific to private institutions that you want to be sure are discussed? Send your topics and questions to PDG at info@prodevmeetings.com.

 

Birds of a Feather: Bursar Technology - Closing the Gap

Miranda Paradez - Touro College

Bursar Technology - Fact or Fiction? Bursar Technology does in fact exist and it is easier to implement than you think. This session will cover the ways to manage the balance between the institutional plans to implement new technology and the impact on the available resources within the Office of the Bursar. Learn how one school implemented a new ERP system, payment system and more all at once and lived to tell about it. Even small amounts of technology will allow your team to be more efficient thus creating more productivity.

 

Birds of a Feather: Colleague Open Forum

Darla Freeborn - Whitworth University

Calling all Colleague schools! Do you have processes you need help with? Are you using processes you feel you have a really good handle on that you could share information about? Please join us to get answers to your questions and share what works well for you.

Learning Objectives

  • Learn tips for successful processing of the new 1098T procedures
  • Learn tricks for successfully navigating the new Colleague UI5

 

Birds of a Feather: Community Colleges and the NTS Campus

Sheri Cox - Ivy Tech Community College

This session offers a quick orientation to people challenged with either a majority of Non-Traditional Students (NTS) or a large body of these students. The orientation will follow up with a townhall discussion geared just for these staff members. Sheri Cox, Ivy Tech Community College in Bloomington, IN will host this conference orientation and follow-up table topic discussion.

Learning Objectives

  • Learn tips on making the most of your PDG Conference experience
  • Discover what you know and what you don’t know
  • Gain key relationships that could impact your future path

Do you have questions or topics that you want to be sure are discussed? Send your topics and questions to PDG at info@prodevmeetings.com.

 

Birds of a Feather: High Level SFS Staff

Charmain Daniels - Morehouse College

This session will offer a quick orientation to our veterans in the SFS office. Charmaine Daniels, the Associate VP in the SFS Office, will then open up the session for a group discussion on topics and challenges your school is facing.

Learning Objectives

  • Learn tips on making the most of your PDG Conference experience
  • Gain key relationships that could impact your future path
  • Take away a different or new approach to old challenges

Do you have questions or topics that you want to be sure are discussed? Send your topics and questions to PDG at info@prodevmeetings.com.

 

Birds of a Feather: Peoplesoft Open Forum

Jeane Olson - University of North Texas

Calling all PeopleSoft schools! Have you converted to PS 9.2? Love fluid, not sure if you like fluid? Come teach, come learn, come network with other PeopleSoft users. Now is your chance to help your colleagues or learn from your colleagues. Submit your questions or topics for discussion to info@prodevmeetings.com.

Learning Objectives:

  • Learn how others are using PS delivered functionality
  • Discuss the pros and cons of delivered functionality vs. modification
  • Learn different options of data set-up in other CS modules and how it affects your processes

 

Birds of a Feather: Private Schools and Universities

Miranda Paradez - Touro College

This session offers a quick orientation to people challenged with running the Student Accounts Office at a Private School or University. The orientation will follow up with a townhall discussion geared just for these staff members. Miranda Paredez from Touro College will host this conference orientation and follow up table topic discussion.

Learning Objectives

  • Learn tips on making the most of your PDG Conference experience
  • Discover what you know and what you don’t know
  • Gain key relationships that could impact your future path

Do you have questions or topics specific to private institutions that you want to be sure are discussed? Send your topics and questions to PDG at info@prodevmeetings.com.

 

Data-Driven Decision Making in the SFS Office

Jeane Olson - University of North Texas

Are you using data to inform your business decisions? Should you be? In this session we will talk about the buzz term big data that has no single, agreed upon definition, yet can reveal information that can enable insights, innovation, and improved decision making for the Student Account Office.

Learning Objectives

  • Collecting data
  • Extracting patterns and facts from that data
  • Utilizing those facts to make inferences that influence decision-making

 

Diversity Inclusion Program on your Campus - Expert Panel

Jessica Sabourin - Harvard University

This session will provide an overview of the current political climate and its impact on our international students and higher education. We will also discuss international payment options and solutions as well as international student collections. International collections are a hot topic in the industry so let’s discuss international debt collection with the goal of higher success rates. Understanding local laws and customs dramatically improves collections. The General Data Protection Regulation (GDPR) took effect in May 2018 – learn was schools are doing to handle this new regulation and how it impacts our industry.

Learning Objectives

  • Overview of the ever-changing current political climate
  • Impact on International Students and Higher Education
  • International student payments
  • International student collections
  • Overview of GDPR
  • Impact on institutions and how it impacts the student financial service industry

 

Financial Aid 101 for the Bursar’s Office

Geri Landwher - University of Northern Colorado

How do financial aid policies and regulations affect the Bursar’s office? Join this session to learn how to make sure the offices work closely together and have each other’s back.

Learning Objectives

  • Understanding financial aid basics
  • What are the basic financial aid disbursement rules
  • How does return of Title IV refunds affect the Bursar’s office
  • Helpful resources for financial aid

 

Financial Literacy Tools and Strategies for the GenZ Student

Judi Flink - Retired, University of Illinois System and Flywire
Betsy Burton-Strunk -  BankMobile Disbursements

The majority of Generation Z are debt averse and concerned about financial wellness. However, 80% rely on parents and family for financial information. This has proven to be a less than desirable path, because so many of these parents grew up in a different financial environment, with less sophisticated options relating to finances. They truly struggle to understand the new options themselves. With shifts towards self-service, automation, and 24/7 availability of apps and digital banking, the financial options have changed dramatically since even 10 years ago.

It is important for institutions to provide some basic programs to address financial literacy and money management in order to give Generation Z a better foundation for making important financial decisions. This presentation will share ideas for building financial literacy resources on campus and encourage information sharing between participants.

Learning Objectives

  • Recognize the shift in expectations from millennials to Gen Z
  • Understand what financial literacy is
  • Learn where to find resources that will support the development of financial literacy programs

 

Is the Customer Always Right? Re-Envision Customer Service in Higher Education

Sheri Cox - Ivy Tech Community College

Is the customer always right? Is the student always your customer? This session is about defining who your customer is, assessing your customer service culture, and ultimately finding ways to better serve your students. We will follow up with a question and answer session.

Learning Objectives

  • Learn to assess your current customer service protocol
  • Review principles and techniques of exceptional service
  • Discuss ways to prepare customer service staff for success

 

Lead by Example: Management 101

Jessica Sabourin - Harvard University

New managers often make the mistake of thinking that being promoted to a management title is the way to success – and what they want in their career. Managing others can be one of the most rewarding parts of a job—but that doesn't mean it's always easy; especially the first time around. Many new managers do not have the resources at their institutions for management training 101 or an educational background in management.

We will discuss the skills required to successfully manage as well as the important laws and policies that you need to be aware of. When developing your management style, think about the things you appreciated most and least, in your own managers when you first joined the working world. The team’s success is your success. How will you help your team create a safe, productive and diverse environment while helping them develop professionally for growth? We’ll discuss this in addition to the importance of feedback, hiring the right people and how to work with poor performing team members.

 

Leading "Starr" in an Academic Setting  

Charlotte Wade - University of North Georgia

Have you ever stopped to consider why you do what you do? What about your staff? What motivates them to deliver excellent customer service when the pressure is on? How do you and your team support the mission statement of your institution? Bring a copy of your institution's mission statement and spend some time digging for answers to these questions.

 

Student Financial Literacy – Go for the Gotchas 

Charlotte Wade - University of North Georgia

The low-hanging fruit that can have an immediate impact on student financial literacy and improve student engagement in personal financial responsibilities. Introduce a collaborative strategy for improving student engagement in personal financial matters. Turn fee payment deadlines, late fees, and convenience fees into teachable moments and assist students in developing sound, transferable skills in day-to-day financial activities.

 

Student Financial Responsibility Statements; How to Keep Your University Out of Legal Trouble!

Geri Landwher - University of Northern Colorado

Why we wish students cared, why your legal counsel should care and why the Bursar’s office, and our collection agency friends really care! What information should be in your Student Financial Responsibility Statement, how do we deliver it to students, and how can it actually save you money!

Learning objectives

  • What language should be used and why
  • How to deliver information to students
  • Using the SFR as your IRS electronic delivery solution
  • How the SFR can help your collection agencies

 

The One Stop Shop Reinvented…and Then Reinvented Again

Geri Landwher - University of Northern Colorado

How the University of Northern Colorado originally envisioned a One Stop including where to put it, who should be in it, how to staff it, who should manage it, what questions should we answer and then re-envisioned it before it even opened. Why it’s an ever moving target and how we went from not excited to really excited about it.

Learning Objectives

  • What things do you need to consider when opening a One Stop
  • How to keep an open mind to change during the process
  • How to create a coordinated and student centered experience
  • Considering different options on what offices should be involved

 

The Rumble in the Concrete Jungle – Student Retention vs Lowering Your Receivable

Darrnell Long - Georgia State University

This session will help Bursars begin to tackle the ever ballooning receivable we are experiencing on our campuses and offer solutions for reducing the outstanding receivable while also keeping a sharp focus on the retention of students.

Learning Objectives

  • Quickly identifying trends which lead to higher receivables
  • Map out on ways to reduce the receivable internally without always sending accounts to external collections
  • Map out on ways to reduce the receivable internally without always sending accounts to external collections
  • Develop strategies for working with other enrollment management offices to see that retention is still a top priority.

This session will include a Q and A opportunity with time for reflection and discussions.

 

Who's Da Boss?

Keith Fitzsimmons - University of Kansas Medical Center

What areas of our lives have a boss? How did they get there? How do they stay there?

Learning Objectives

  • Learn what it takes to be a Boss the general qualifications
  • Learn specific qualifications
  • Investigate Higher Education specific requirements
  • How to identify a Friend or Foe

 

Working with the Rapidly Changing Global Community

Jessica Sabourin - Harvard University

This session will provide an overview of the current political climate and its impact on our international students and higher education.

We will also discuss international payment options and solutions as well as international student collections. International collections are a hot topic in the industry so let’s discuss international debt collection with the goal of higher success rates. Understanding local laws and customs dramatically improves collections. The General Data Protection Regulation (GDPR) took effect in May 2018 – learn was schools are doing to handle this new regulation and how it impacts our industry.

Learning Objectives

  • Overview of the ever-changing current political climate
  • Impact on International Students and Higher Education
  • International student payments
  • International student collections
  • Overview of GDPR
  • Impact on institutions and how it impacts the student financial service industry

 

Your ERP and How to Minimize Input While Maximizing Output

Darrnell Long - Georgia State University

This session will help new bursars gain a deeper understandings and purpose of the ERP system their school uses, whether they are new due to promotion or new due to a recent job change.

Learning Objectives

  • Quickly identifying which modules within the ERP are most advantageous and helpful in getting the core duties and responsibilities of the job of Bursar (office) completed
  • How to assess what custom jobs/processes may be required to more effectively complete daily duties/responsibilities of a Bursar (office)
  • How to integrate your findings with those of interrelated departments in order to maintain consistency and fluidity while generating maximum results and minimum impact on the student.

This session will include a Q and A opportunity with time for reflection and discussions.