Recent Workshops

cashiering Professional certificate

The Higher Education Cashiering Professional Certificate (CSPC) program is an online Cashiering Certificate that once complete indicates a mastery in the Higher Education Cashiering best practices. The program is recommended for cashiers, Student Financial Services supervisors, bursars and many other job titles that receive payments, process payments or oversee those who do on a typical higher education campus.

Program Level: Intermediate
$299 full 5-session registration
Program Prerequisites:
Charlotte Wade, Executive Director for Business Services at University of North Georgia

Part 1: Basic Cashiering Functions - Understanding Tuition & Fee Calculations, Billing & Due Dates, Policies & Procedures
Part 2: Cash Handling - Separation of Duties, Balancing the Cash Drawer, Internal Controls, Out of Balance
Part 3: Other Payment Processing - Credit Cards, Checks, Departmental Deposits
Part 4: Cashier Skill Set - Problem Solving/Analytical analysis, Stress Management, Accountability and Judgement, Customer Service, Office image
Part 5: Customer Service Skills - Is the customer always right? Getting to the issues


Charlotte Wade currently serves as Executive Director for Business Services at University of North Georgia (UNG), with 13 years of experience in higher education.  UNG is a multi-campus institution, with 5 campuses, serving just under 20,000 students pursuing associate through doctoral degrees and is designated as one of six senior military colleges in the US. Charlotte’s areas of specialty include Banner Accounts Receivable, Banner/PeopleSoft Financials reconciliation, cross-departmental collaboration, and turning student interactions into teachable moments for student financial literacy.  She was a recent presenter at the fourth annual UNG Student Money Management Center - "Investing in a Culture of Financial Literacy" Conference and the interactUSG Conference.

Charlotte was instrumental in the Banner implementation for the consolidation of the former Gainesville State College and North Georgia College & State University, along with successful transition and implementation of a new student refund program and a consolidated online billing and payment system.  Her tag line – “Each One Matters!” reflects Charlotte's heart for students and student success.

She is the 2018-2019 Chair of the Regents Advisory Committee on Student Accounts Receivable (RACAR) for the University System of Georgia, as well as serving as President – Elect for the University of North Georgia Chapter of The Honor Society of Phi Kappa Phi. Charlotte also holds membership in Omicron Delta Kappa National Leadership Honor Society – Georgia Southern University Chapter, where she will complete her Master of Education – Higher Education Administration degree in May, 2019.

A Road Map to Success in SFS: Advance Your Career by Creating an Environment of Success for Students, Staff and School

Note: Attend the Recorded Sessions Now Available:

Workshop Part 1 (Archived - Available On Demand)
Workshop Part 2 (Archived - Available On Demand)
Workshop Part 3 (Archived - Available On Demand)

CPE Credits: 3.6 CPE Credits
Program Level: Intermediate to Advance
$99 per individual session, $199 full 3-session registration
Program Prerequisites:
2-3 Years’ experience in Student Financial Services
Charmaine Daniels, AVP for Student Financial Services at Morehouse College

What is your path to success in student financial services? What steps must you take today to get there? Charmaine Daniels rose to the position of AVP for Student Financial Services at Morehouse College blending an entrepreneurial approach to strategic thinking and operations in order to identify process improvements and promote team development. Along the way, she helped campuses of 40,000+ students accelerate cash flow, increase student satisfaction and help promote three of her staff to director positions.

Join Charmaine as she provides a proven blueprint for aligning your personal goals with those of your department, staff, and students in order to best position yourself for success on your chosen path. With time and resources at a premium, she’ll help you learn to foster key relationships and turn necessity into opportunities for efficiency. Charmaine draws on personal experience to provide practical, actionable insights on how to apply the best practices she employs to reach goals you set for yourself and your staff.

Attendees will be able to set career goals and identify key relationships, opportunities for efficiencies and team building strategies to help reach them.

Learning objectives:

  • Develop and implement a personal plan for career advancement in alignment with departmental goals and staff development

  • Identify strategies for leveraging challenges into opportunities for increased efficiency

  • Develop a holistic understanding of how decisions and operations in the Bursars/SFS office impact other departments

  • Identify opportunities for relationship and team building within and across departments, and how this can foster advancement for yourself and your staff

Requests for refunds will be honored only if notification of cancellation is received in writing after ten days after registering. Cancellation by telephone is not sufficient. Registrants who fail to cancel will not be refunded their registration fee. A $50 administrative fee will be charged for all cancellations. Once event or program is complete attendee will not be allowed a refund. Substitutions may be made if registrant cannot attend. Please notify PDG of substitutions by email at

Cancellations and Substitutions
In the event of cancellation or change in event date, registrants will be notified by email. Professional Development Group II, Inc. will not be responsible for expenses involved with a cancelled event. PDG reserves the right to substitute speakers without notice.