please take a moment to evaluate some of our most Recent webinars
PARTNERING - HOW TO FULLY ENGAGE YOUR IT DEPARTMENT FOR PAYMENTS SECURITY
Presenters: Kevin Edelblute, Assistant VP, Controller & Treasurer, Mississippi State University; Meredith Jackson Deputy CIO and Director of Enterprise Information Systems, Mississippi State University; Judith Seguy, PCIP Director of Operations, CampusGuard
Recorded on: Thursday, April 18th 2:00 PM ET
Higher Education institutions are amazingly complex organizations and their scope for compliance regulations is wider than other industries. While virtually every industry faces significant cybersecurity challenges, higher education is particularly vulnerable. Higher Education’s degree of openness and transparency has historically placed a focus on making sure that faculty, students, the public, and donors can connect easily to resources – including payments across possibly numerous networks. This has made college and university networks an open and inviting target. Managing the balance between this "openness" and the need for tight security has historically been a challenge for college and university administrators and IT staff alike. Getting business administrators and IT align priorities and resources however, is sometimes a different story. Learn how Mississippi State University’s two sides of the coin were able to work together to become and stay PCI compliant.
FUTURE-PROOF YOUR STUDENT COLLECTION PROCESS
Presenters: Sharon Butler, EVP Global Sales, Flywire; David King, VP of Engineering; Daniel Pelayo, AD of Student Loans and Collections, University of Illinois Systems
Recorded on: Wednesday, April 17th 2:30 PM ET
Imagine if your organization had a future-proof way to improve retention because students no longer had to pay collection agencies?
Join Flywire for this PDG “Future-Proof Your Student Collection Process” webinar featuring real-world examples of how education institutions, such as the University of Illinois, are keeping more students enrolled. In this session, you’ll discover ways to automate the past-due receivables process to proactively collect on more accounts internally and reduce collection agency placements by:
Engaging with students via contemporary communication channels
Reaching out to students when there’s a gap in their ability to pay
Customizing payment terms to meet students’ unique financial circumstances
Rescuing delinquent accounts to avoid collection agency fees
Assessing Your Existing Payment Systems
Presenters: Jeff Long (Western Michigan University) and Bryan Jurewicz (Arrow Payments)
Recorded on: Tuesday, April 9th 1:00 PM ET
Every department on a university campus has a need for unique software and payment systems. Consider payments for athletic tickets online, alumni relations taking donations over the phone and dining halls accepting payments in person. All of these departments use different software that needs to securely and efficiently handle payments in a PCI compliant way. How do you begin to navigate this landscape of complexity with varying department requirements and technologies to uncover the most cost effective solutions to accept payments on campus, both now and in the future? Western Michigan University will share their experience of partnering with Arrow Payments to complete a campus-wide payment systems discovery and upgrade project in November of 2018. Learn what surprises they found, what unique use-cases came up, and how they distilled all of that information to create a plan for flexible payment systems and PCI compliance across the University.
Identify the steps necessary to complete a campus-wide payment systems discovery project.
Understand how to identify the variety of department payment processing needs and risks on your campus.
Learn pitfalls and challenges to uncovering all of the software and payment systems used by your departments.
Determine ways to improve reconciliation, reduce operational costs, minimize PCI compliance headaches, optimize technology spend and the benefits of completing this process.
LISTSERV LIVE NETWORKING WEBINAR – CARDS & PAYMENTS
Presenters: Jennifer Steier (Univ. of Louisville), Lesley Lackore (Iowa State) and Tracye Eads-Mickle (Florida International Univ.)
Recorded on: Thursday, March 28th 1:00 PM ET
Experts agree that the most connected people are often the most successful. PDG conferences help you succeed at your job and advance your career with opportunities to network with your peers. But what if you could join your peers in Cards & Payments across the country for networking events without the need for travel and expense? Now you can, with PDG’s ListServ Live!
ListServ Live is an online, collaborative roundtable discussion. We’ll field questions, issues and challenges on the administrative side of higher ed. Three moderators will review questions and topics submitted by attendees and ListServ members, and attendees will have the opportunity to participate and contribute. We’ll spend an hour discussing challenges and opportunities in Cards & Payments, with Jennifer Steier (Univ. of Louisville), Lesley Lackore (Iowa State) and Tracye Eads-Mickle (Florida International Univ.).
You’ll gain valuable insights, get answer to pressing questions and get to know some of your most active and supportive peers. The sessions are Free and open to anyone in Cards & Payments. Join us for ListServ Live and come away with knowledge you can put to work and connections to foster.
IMPROVING THE USER EXPERIENCE IN YOUR FINANCIAL EDUCATION PROGRAMMING
Presenters: Phil Schuman, Director of Financial Literacy for Indiana University and Kate Wehner, Creative Strategist and Information Architect, Indiana University
Recorded on: March 12 @ 2:00 PM ET
With the complexity of the cost of college, determining how much a student will have to pay for a college education can be incredibly frustrating.
A collaboration through multiple offices, including the Bursar at Indiana University has led to a student cost calculator that both helps families estimate the total cost of college and encourages behavior changes to lessen the cost. Learn the features of the calculator, how it maximizes user experience and how your institution can implement a similar initiative.
Discuss how attendees can improve student financial well-being by focusing on their technological capabilities
Devise ways to utilize technology effectively to help students make more informed financial decisions
Identify how attendees can create a more engaging user experience for their students when providing financial education
Review how an institution went from a standard tuition calculator to a tool that is reimagining how students prepare themselves for the cost of college, and how small decisions can add up to a brighter financial future
This session will conclude with a group discussion and Q & A session.
START STREAMLINING REPETITIVE TASKS IN YOUR REVIEW PROCESS
Presenters: Doug Hindsley, Card Integrity
Lesley Lackore, Iowa State University
Recorded on: March 7 @ 2:00 PM ET
Streamlining the review process with automation takes the burden of monthly transaction audit off of the managers’ and administrators’ workload. Your time is more valuable and manual efforts like these waste time and money. Automation frees up your schedule to engage employees in more important business matters. From handling documentation to finding fraud and communicating policy compliance, learn how universities and colleges can begin applying streamlined processes today.
Identify repetitive tasks in your workflow that can benefit from automation
Apply simple automation techniques to your expense review process, and
Analyze expense data from automation vs. manual processes
PREPARING STUDENTS FOR THE COSTS OF HIGHER EDUCATION
Presenters: Beth Todd, Bursar SUNY Potsdam, Kelly Lagana, Product Manager, Blackboard Transact/Cashnet
Recorded on: March 5 @ 2:00 PM ET
Tuition is rising, subsidized financial aid is falling and navigating the costs of higher education is becoming increasingly complex. As students struggle to fully grasp their financial obligations, it’s important for campuses to understand how they can help students meet these obligations.
Is your campus equipped to help student payers become more financially literate and prepared for the costs involved in achieving a higher education?
Join this webinar featuring SUNY Potsdam and Blackboard Payments Powered by Cashnet as they review the results of a recent survey that comprehensively reviews how student payers are contributing to their futures and the challenges they face.
Identify challenges that students and families have today with the rising cost of tuition
Identify areas to improve retention through deferred tuition payment plans
Create enhanced payment plans for your students and parents
“PRESENT NAKED” 30-MINUTE PDG WEBINAR
Presenters: Brad Waldron, CEO 99 RainMaker; Sharon Butler, EVP Global Sales Flywire Payment Solutions
Recorded on: February 21, 2019
Are you a savvy presenter looking for tips to captivate your audience? Or perhaps someone eager to develop effective presentation skills? No matter your skill level or experience, you won't want to miss "Present Naked" – a complimentary 30-minute PDG webinar sponsored by Flywire.
Join award-winning executive coach, presenter and author of “Present Naked” Brad Waldron and learn how to present with substance, sizzle and style.
You’ll discover ways to deliver highly effective, memorable presentations by:
Enhancing verbal and nonverbal communication skills
Increasing impact through audience-centric content
Using storytelling tactics to generate excitement
RECONCILIATIONS, PCI COMPLIANCE, AND SERVICE FEES, OH MY !
Presenters: Carole Gilkey, Assistant Bursar, Ohio University
Karrol Leary, Senior Solutions Engineer , Blackboard Transact Cashnet
Recorded on: Tuesday, February 12th, 2019
Payment processing at the campus business office can often be a touchy subject. Whether it’s the worry of PCI compliance, how to properly manage service fees, or how hard it is to reconcile payments, business and finance offices each struggle to find a balance that meets these challenges. And as much as some institutions might believe it impossible, there are ways to simplify payment processing on campus.
Join this webinar with Blackboard Payments Powered by Cashnet and Ohio University to hear case study examples of how OU has simplified daily reconciliations, reduced the burden of PCI Compliance, and how they've managed service and convenience fees for credit and debit card transactions.
Session Learning Objectives:
1. Identify challenges on campus with regards to reconciliation
2. Identify expenses campuses face to accept tuition payments
3. Evaluate options that Ohio University has pursued to improve reconciliation and reduce payment acceptance expenses
FLYFORUM: FLYWIRE WORKSHOP AT THE 2018 PDG STUDENT LOANS CONFERENCE EXPLAINED
Presenters: Sharon Butler, Executive Vice President of Global Sales, FlyWire; Loiuisa Vakili, Director Studetn Financial Services/Bursars, Loyola Marymount University, Carolyn Kaikaka, Director of SFS, University of Pittsburgh; John Hockersmith, Associate Director of Receivables, Student Loans and Collections, University of Illinois
Recorded on: Thursday, September 27, 2018
A brief overview on what will be discussed at this year’s complimentary onsite FlyForum workshop at the 2018 Student Loans and Financial Services Conference. In addition to the overview of the educational FlyForum agenda, PDG will reveal a coupon code for anyone who register for both the FlyForum and the Conference.
The Power of Partnership: Meeting Students Where They Are
Presenters: Marybeth Unsworth,Director of Relationship Management for North America, Flywire; Betsy Burton Strunk, Director of Sales, BankMobile, Judith Flink, Senior Sales Advisor, Flywire; David King VP of Engineering, Flywire
Recorded on: Thursday, September 20, 2018
Paul Vallas, former CEO of Chicago Public Schools, was tasked by the Illinois governor, to work with a team to turn around Chicago State University. The university has faced years of declining enrollment and strained finances. At the beginning of his tenure at the university, Mr. Vallas reached out to Judith Flink, a 30-year veteran at University of Illinois system. After spending months on campus, Judith reached out to expert vendors in the field to assist with enhancing student services, while gaining efficiencies.
Chicago State University needed a holistic approach to managing business processes on campus. Thus, the university brought in an enhanced refund management system, an unrivaled international payment service and an innovative suite of student financial services products.
The Chicago State story is not uncommon in higher education. With the dramatic reduction of higher education funding, coupled with the continued decline of financial aid purchasing power, it is essential that higher education institutions decrease expenses while gaining efficiencies. Likewise, there is a call to improve student service and retention rates. It is more critical than ever to meet the needs of Gen Z and Millennial students. Emerging innovative technologies afford colleges and universities the opportunity to meet these needs.
This presentation shows how a team of providers has leveraged technology to improve student satisfaction, increase cost-effectiveness, and gain internal efficiencies in the business office. Hear how the institution provides a blended service model targeting the next generation of students and families.
The Why and How of Securing Treasury and Payments
Presenter: Craig Jeffery, Strategic Treasurer
Recorded on: Tuesday, September 11th, 2018
When it comes to fraud, the past few years have seen a massive rise in criminal activity perpetrated against businesses and institutions. Often, these attempts will specifically target financial personnel including treasury and those with authority or oversight over payments activity. Although continued technological enhancements are allowing organizations to manage payment operations in a more efficient manner, criminals are also leveraging new technology to develop more sophisticated and dangerous fraudulent techniques. The result is that organizations must be more prepared now than ever before when it comes to protecting their financial assets.
This webinar will explore the dramatic increase in fraud that has occurred within the financial environment and examine how new technologies have given way to the creation of more sophisticated criminal techniques. The presentation will also identify common areas of exposure that exist within organizations today and, finally, analyze specific methods and strategies that financial practitioners can employ to protect themselves.
INTEGRATE HIGHER ED SPEND AND TURN DATA INTO ACTIONABLE INFORMATION
Presenter: Brian Kyser, Senior Solutions Consultant, SAP Concur
Recorded on: Tuesday, August 21, 2018
Institutions must look at their spend holistically and anticipate spending and costs savings in more creative ways than ever before. We face hurdles of data in multiple locations, paper-based and manual processes and often a non-mandate culture that makes a holistic view difficult. Spend management could soon equal cybersecurity in importance because we cannot secure and manage what we don’t know. Inside the SAP Concur platform is a lot of data that can be turned into actionable information. We’ll review the data buried inside the system and how it can be turned into information that can save the institution dollars
STREAMLINING UNIVERSITY P-CARD PROGRAM/PAYMENT STRATEGY WHILE PROTECTING FROM CARD ABUSE
Presenter: Rex Myers, Regional Sales Executive, SAP Concur
Recorded on: Thursday, August 16, 2018
P-Cards. What is their primary purpose on a campus? Convenience? Small dollar transactions? Expediency and timeliness? Freedom? All useful benefits, but what comes with all of these benefits is risk. Risk of non-compliance. Risk of fraud. Risk of abuse and misuse. Violations of state, university, and funding source (e.g., grants) policies can instill substantial penalties and fines, total loss of funding, and even criminal charges. This becomes a balancing act -- balancing the p-card benefits of efficiency, timeliness, and rebates with the risk of abuse. During this webinar, you will learn techniques and processes that will help institutions automate the reconciliation process and drive rebates back to the university or college. And you'll learn to realize these benefits while having oversight of p-card use to ensure it keeps the University out of the headlines for the wrong reasons.
Taking the Complexity Out of Income Share Agreements
Presenter: Bill Brosseau, Co-Founder and Vice President, Vemo
Recorded on: Thursday, May 24, 2018
Vemo Education is an education finance company that helps colleges and universities design and deploy student-centric, income-based financial aid solutions. Vemo's full-service approach to income-based student financing solutions can help your institution:
Improve student enrollment mix
Increase graduation rates
Boost competitiveness in recruiting
Generate a new revenue stream
Diversify institutional discounting strategies
Join us as Vemo helps you learn more about how your institution can utilize ISAs to better align the cost of college with student outcomes. Today, Vemo works with over 30 institutions to provide their students with this new financial aid option as an alternative to debt-based student loans. We invite you to join the webinar to learn more about designing an ISA program at your institution.
"A One Size Can Fit All” Title IV Disbursement Solution
Presenters: Melissa Berube, Business Development Manager, Tuition Management Systems; Howard Polack, Vice President of Product Strategy, Tuition Management System
Recorded on: Tuesday, May 22, 2018
Whether you’re a private-run institution or part of a multi-campus public college statewide system, learn how a web-based refunding and disbursement solution can serve all campus constituents. From tuition refunds to work study payroll this DOE-compliant tool also helps to reduce cost and workload associated with the process. This session will focus on the firsthand experience of an implementation through results of such a system.
Preventing Data Breaches and Maximizing Cash Flow on Campus
Presenters: Richard Emrich, Director of Treasury, Financial Operations, Northwestern University; Deborah Jackson, CEO, Arrow Payments; Bryan Jurewicz, COO, Arrow Payments
Recorded on: Thursday, May 17, 2018
Universities and colleges have the challenge of maintaining flexibility of payment solutions in a decentralized campus environment. Each department tends to want unique solutions that fit their specific needs which can involve the Treasury, Compliance and IT offices at the tail end of the decision-making process. This can leave Treasury/Compliance/IT playing catch up and at odds with the departments' desires. Discover the PCI approved technology advancements that Northwestern University has implemented to address security concerns with departmental solution flexibility, fiscal responsibility and minimized PCI compliance scope.
How to achieve PCI compliance and manage system-wide payments acceptance security across decentralized departments.
Understand what external resources are available without needing payment system security and PCI compliance expertise on staff.
Develop a road map to determine and implement solutions to address their department's needs.
Describe the various security technologies for achieving simplified PCI compliance and protecting customer credit card information against a data breach.
Raising the Bar on Program Confidence: How Communication Can Make Every Department Happy
Presenter: Doug Hindsley, Senior Partner, Card Integrity
Recorded on: Wednesday, May 16, 2018
Card programs at colleges and universities are continuously looking to build program confidence. Communicating about transactions and patterns is paramount to the success and strength of your card program. Join Doug Hindsley as he presents how managers and administrators can effectively communicate key findings of expense data to department heads – and deliver purchasing insights that positively change how your card program is received.
How Can I Pay Thee? Let Me Count the Ways: Navigating the Mysteries of the Payment World
Presenter: Beth A Dubyak, President, Vincent Payment Solutions, Inc.
Recorded on: May 15, 2018
Research payment options have increased over the years. From cash, to check, to gift card, to debit – it’s getting harder and harder to distinguish which payment form should be used when.
Led by Beth Dubyak, President of Vincent Payment Solutions, Inc., this talk features best practices for navigating research study participant payments, including how to avoid common downfalls on everything from 1099s to leftover gift cards. Ms. Dubyak also dives into the variety of factors that impact a company’s obligations to make payments and shares her expertise to help you determine what options are the most flexible and efficient for your organization.
Understand your obligations as an organization with payments made to research study participants
Understand how payment execution impacts research
Learn the pros and cons of various payment types and how they affect processes
Supporting Non-Traditional Students – Delgado Community College, Payment Plans, and the Cost of Education
Presenters: Amy Laszcz, Delgado Community College; and Kelly Lagana, Blackboard Transact
Recorded on: May 3, 2018
Non-traditional students are becoming the new norm, however, like traditional students, they are still finding it more and more difficult to finance their education due to the increasing cost of education. Providing non-traditional students with payment plans allow additional flexibility to pay for their education. Join us as Amy Laszcz, Director of Accounts Receivable from Delgado Community College (DCC), shares how DCC started providing payment plans to non-traditional students and what benefits they saw from working with a 3rd party partner rather than doing everything in-house. Learn about their program setup, implementation, and continuing use. Also hear from Kelly Lagana, Product Manager from Blackboard, as she reviews current market trends surrounding payment plans and how to better serve all your students.
Leveraging Next Generation Technology to Change the Face of Student Financial Service
Leveraging Next Generation Technology to Change the Face of Student Financial Service
Presenter: David King, OnPlanU by Flywire, Beth Stack, U. of Pittsburgh
Recorded on: May 1st, 2018
Beth Stack and David King, leaders in the higher education industry, introduce emerging payment technology solutions that are helping institutions keep pace with students’ ever-changing needs and demands. You will learn how using technology as a strategy can help your institution achieve exceptional customer service and effective receivables management, while reducing payment delays, increasing cash flow, and decreasing outstanding receivables. Our presenters will share industry best practices and recommendations for meeting the needs of twenty-first century students, as well as a demo of OnPlan’s state-of-the-art technology. Please join us for this collaborative session!
Technology, Compliance, and Customer Service: Completing the Puzzle for the Business Office of Today
Presenter: Paul Aries, Nelnet Campus Commerce
Recorded on: April 17, 2018
When considering how to offer great customer service, the best process may not always be the one that you need to be compliant with the many regulations facing the business office, financial aid office, and other areas of your campus. Likewise, the best technology that allows you to be compliant may not always be the best process to provide great customer service. This session will look at how you weigh compliance, technology, and service so the pieces fit together to create the picture you want for your operation.
ACH Rules Update 2018
Presenter: Patty Presta, WesPay
Recorded on: April 05, 2018
Join this session to get caught up on what’s going on with Same Day ACH and other upcoming NACHA rule changes. You will also learn about the new faster payments options your schools have. We will go over the first real time payments platform in the US offered by The Clearing House (RTP) and how it differs from real time payments such as Zelle.
B2B Payments on Campus: Past, Present, and Future
Presenter: Brian Cook, Paymerang
Recorded On: March 15, 2018
A rapid evolution is taking place in B2B payments. It's having a profound effect on efficiency but also on fraud and compliance risks with over 91% of organizations reporting fraud attempts in 2017 alone. Join us on a journey from where we've been to where we are today and what gaps currently exist. Then we'll take a look at where the payments industry is heading in the next few years.
Payment Plans to Support Student Success
Presenter: Kelly Lagana, Product Manager, Blackboard Transact
Date: October 19, 2017
Transparency - Helping Students and Families Take Informed Action
Presenters: Craig Lockwood, Managing Director of Tuition Management Systems and John Fees, Co-Founder and Managing Director of NGI Group
Date: September 21, 2017
Treasury Expertise Certificate Program Explained
Presenter: Jim Washam, Associate Professor and Dean of Undergraduate Programs at Arkansas State University
Date: September 19, 2017
Revamping Your Training Strategies
Presenter: Charmaine Daniels, Director of Office of Student Accounts, Georgia State University
Date: Tuesday, August 22, 2017
B2B Payments on Campus Past, Present and Future
Presenter: Brian Cook, SVP of Higher Education Paymerang
Date: Tuesday, August 8, 2017
Veterans Affairs Office Staffing Roles and Responsibilities
Presenter: Richard Robitaille, Higher Ed Consultant in Veteran Affairs
Date: Thursday, August 3, 2017
PayPal Can Help Make Your Campus Payments Faster, Easier, and more Secure
Presenters: Clam Lorenz - Head of PayPal Government Solutions
Tori Craddock - Channel Sales Representative with Value Payment Systems (VPS)
Date: July 20, 2017
The Emergence of Digital Wallets in Education
Presenters: Ariel Blum, Senior Manager of the Digital Partnership and Development, America Express
Tori Craddock - Channel Sales Representative with Value Payment Systems (VPS)
Date: May 11, 2017
FERPA - A Bursar's Perspective
Presenter: Mark Goodman, Former Assistant Bursar at Temple University
Date: May 4, 2017
A Better View to to Student Account Receivables Equals BETTER RESULTS
James Garrant, Director of Student Accounts -Lasell College
Bruce McGee, Associate Bursars - Miami University
Charlene Robertson - University of Alaska Anchorage
Joe Meuse - Tuition Management Services
May 2, 2017
Optimizing the Review Cycle: Investigating, Critical Thinking, and Communicating Data
Doug Hindsley - Senior Partner Card Integrity
Ashru Shaw P-Card Manager NC State
Providing Payment Options for Your Campus Community
Eileen Gazzuolo and Karrol Leary, CASHNET
Getting the Most Out of Your RFP
Kathy Ann Sheils, Manager of Card Programs, Cornell University | Nov 17th
Securing Transactions on Campus with Point-to-Point Encryption
David King, CTO, OnPlanU | Nov 10th
Outreach Plus - Maximizing Your Resources
Mark Goodman, Director of Education, Second Alliance, Scott Holmquist, President Second Alliance | Oct 27th
Best Practices for Disclosing and
Managing Tuition Refunds
Craig Lockwood, President TMS
John Fees, Co-Founder GradGuard | September 22nd
The New Bursar's Office: e-Everything
Bill Edmunds | July 14th
Income-Based Deffered Tuition as a Strategic Enrollment Tool Vemo Education | June 2nd
Leveraging Technology for Effective A/R Management
OnPlanU | Thursday, May 13th
Jump Start Your Financial Literacy Efforts on Campus
Higher One | Tuesday, May 3rd
EMV On Campus Post Liability Shift
Higher One | Thursday, March 17th
The Perfect Payment: Liberating Colleges & Universities from the Risk & Expenses of Paying Suppliers by Check
Vendorin & MasterCard | Thursday, March 10th
A Better Approach to Credit Card Service Fees
Tuition Management Systems | Wednesday, Jan 27th