Upcoming Workshops


Three-part Online Workshop:
P-Card and ePayables Payment Strategies on Campus

Presenter: Lynn Larson, principal, Recharged Education

Description: Help your institution avoid a disjointed approach to payments, which can lead to confusion, missed opportunities, duplicate payments, and more. To achieve the greatest efficiencies, implement a payment strategy centered on the best combination of options to meet your unique needs. This three-part series will address key aspects of building a cohesive payments plan: understanding the options, assessing your card opportunity and devising a plan, and working with suppliers.

Part 1: Understanding the Payment Options

Lynn Larson, Principal, Recharged Education
Thursday, September 14th, 2:00 pm EDT
CPE Credits: 1.2

A payment strategy begins with understanding all your business-to-business (B2B) payment options, so you can make informed decisions for your institution. Lynn Larson will review the pros and cons of each, including non-card options and different Commercial Card products. The emphasis will be a comparison of traditional Purchasing Cards (P-Cards) versus electronic payables (ePayables) solutions—how each works, similarities and differences, and examples of how to use.

Part 2: Assessing Your Commercial Card Opportunity and Devising a Plan

Lynn Larson, Principal, Recharged Education
Thursday, October 12th, 2:00 pm EDT
CPE Credits: 1.2

Dig into your Commercial Card opportunity. Lynn Larson will walk you through the steps for evaluating your current purchase-to-pay (P2P) processes. Where could your card program go? Gain insight about program goals, key metrics, and how to position your program for growth.

Part 3: Working with Suppliers

Lynn Larson, Principal, Recharged Education
Thursday, November 16th, 2:00 pm EDT
CPE Credits: 1.2

Armed with knowledge of the benefits of card payments for your institution, the flip side is your suppliers. How willing are they to accept cards? Lynn Larson wraps up the online workshop by reviewing the ins and outs of card acceptance from a supplier’s perspective, including common challenges. Most importantly, acquire action items to help you create an open dialogue with your suppliers about card payments and expand your card usage.

 A recorded version of the entire workshop will be sent to all sign-ups.  

Following part three in November, attendees will receive an action plan outline, summarizing key points from the workshop. Institutions will be able to use this tool at their own pace to guide their payments strategy journey.

Previously Recorded Workshops


3 part Online Workshop:
Process Improvement in the Bursar's Office

Presenter: Bill Edmunds of Gentleman’s C Higher Education Consulting

Description: Join our three part online PDG workshop series on process improvement with guest presenter Bill Edmunds of Gentleman’s C Higher Ed Consulting. This online workshop features three of Bill's sessions on process improvement offered at our 2017 Bursars SFS Conference at Ponte Vedra Beach, FL. The workshop will incorporate some of the feedback learned from those session plus an all new process improvement tool kit designed by Bill for on-the-job (OTJ) application. 

Traditional Process Improvement occurs in three discrete but interrelated dimensions: Process, Technology, & People. Save $50 when you purchase all three sessions.