Recent Workshops

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.