Professional Development Group’s Upcoming Complimentary Higher Education Webinars

Each webinar is worth 1.2 cpe credits for Group-internet based delivery method issued through our Nasba registration(ID#107824). Once registered, click on the calendar reminders when your finished!


Recent webinar evaluation forms



ListServ Live Cards and Payments Edition:A PDG TOWN-HALL NETWORKING WEBINAR!

Webinar Date: Tuesday, September, 17th
Time:
2:00p.m., ET
Duration:
1 hour
Program Level:
Intermediate 2 to 5 years in the SFS Office
Prerequisites:
None
Delivery Method:
Group Internet Based Offering
Fee:
Complimentary
Location:
Virtual
CPE Credits (NASBA ID#107824):
1.2

ListServ Live is an online, collaborative round table 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.

Join us Tuesday, September 17th at 2:00pm EST. We’ll spend an hour discussing challenges and opportunities in the Cards and Payments Office, with opportunities for you to ask questions, discuss solutions and interact with your peers.

To ensure you can comment and ask questions, please use a headset or computer microphone. Test your system before you jump in live at the zoom meeting link below.
https://support.zoom.us/hc/en-us/articles/115002262083-Joining-a-Test-Meeting

Learning Objectives

  • Explore topics of current concern to staff and administrators in higher ed p-card, spend and AP programs

  • Review challenges and problems common to the group, discuss effective solutions and how they were implemented

  • Discuss emerging issues and industry changes and the best practices that will help programs adapt and keep pace


    Speakers
    Lesley Lackore - Program Coordinator in the purchasing department at Iowa State

    Tracye Eades Mickle - Program Administrator and Senior ProCard Accountant at Florida International University

    Jennifer Hart Barb - Administrator for the Small Purchase Charge Card Program at James Madison University in Harrisonburg, VA.


Customer Service in Higher Education is Broken

Date: September, 25th, 2019
Time:
2:00p.m., ET
Duration:
1 hour
Program Level:
Intermediate 2 to 5 years in the SFS Office
Prerequisites:
None
Delivery Method:
Group Internet Based Offering
Fee:
Complimentary
Location:
Virtual
CPE Credits (NASBA ID#107824):
1.2
Presenters: David Glezerman, AVP and Bursars, Temple University (Retired), Mary Frances Coryell, Ivy.ai

Are you driven to continuously improve service delivery to current and prospective students, faculty, staff and other stakeholders? Simultaneously, do you seek to improve the operating efficiency of your units, reducing costs and re-deploying human assets to more accretive activities? If yes is the answer to both, then you maybe surprised to learn how AI can impact both of these objectives. If your job is to improving online presence, triaging customer service requests, extending the hours of operations and enhancing the overall quality of services and experience then this is the presentation for you.

Learning Objectives

• Define AI and chatbot services
• Describe what good customer service in Higher Education is
• Assess pain points and the root causes of poor customer support
• Propose methods of AI technology improving outcomes
• Explore how AI can be applied to impact your University’s Key Performance Indicators(KPIs) in Student Services

This online presentation will conclude with a time for reflection and introspection plus a Q & A period.


Equipping Your Students with Even More Payment Options—The Growing Use of 529 Plans

Date: October, 15th, 2019
Time:
2:00p.m., ET
Duration:
1 hour
Program Level:
Intermediate 2 to 5 years in the SFS Office
Prerequisites:
None
Delivery Method:
Group Internet Based Offering
Fee:
Complimentary
Location:
Virtual
CPE Credits (NASBA ID#107824):
1.2
Presenters: Karen Phillips, Director of the Business Office, Depauw University, Pamela Wilkes, Senior Solutions Engineer, Transact

As students search for creative ways to fund their pursuits in higher education, understanding the trends in these methods becomes increasingly necessary to best serve your current and future students. Today, the fastest growing method that students are using to fund their education are 529 Savings Plans. Is your campus prepared to help students and parents understand how 529 Plans work, aspects of the plan that are state-specific and how to navigate their options? This session will help you get a jump on the process.

Learning Objectives:

·Explain and define Section 529 of the Internal Revenue Code
·Identify the Federal and state advantages
·Investigate estate planning & gift-tax advantages
·Review trends and statistics in the use of 529 plan growth
·Compare and analyze the advantage of electronic acceptance and disbursements of 529 funds against other valid options

This session will conclude with a time for reflection and Q and A.

Successes and Pitfalls with Nuisance Payments

Date: November, 14th, 2019
Time:
2:00p.m., ET
Duration:
1 hour
Program Level:
Intermediate 2 to 5 years in the Payables Office
Prerequisites:
None
Delivery Method:
Group Internet Based Offering
Fee:
Complimentary
Location:
Virtual
CPE Credits (NASBA ID#107824):
1.2
Presenters: Beth Dubyak, President of Vincent Payment Solutions

Not all payments require the same amount of effort. While some are simple one-time deposits, others may be a series of small-value payments to thousands of individuals that can become a nuisance to academic researchers, accounts payable staff, treasurers, and CFOs. Payment options for these “nuisance payments” range from cash, to gift cards, to reloadable debit cards – but what is best and most secure for your academic organization? Featuring Beth Dubyak, President of Vincent Payment Solutions, this session will highlight best practices for navigating these types of “nuisance payments”, including how to avoid common downfalls on everything from carrying bags of cash at bowl games to common reporting mistakes. We will also dive into the variety of factors that impact an institution’s obligations to make payments and will share their expertise and stories to help you determine what options are the most flexible, secure, and efficient for your organization.
Learning Objectives:
· Explain and define Section 529 of the Internal Revenue Code
· Identify the Federal and state advantages ·Investigate estate planning & gift-tax advantages
· Review trends and statistics in the use of 529 plan growth ·Compare and analyze the advantage of electronic acceptance and disbursements of 529 funds against other valid options



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.

About NASBA
Professional Development Group is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: www.learningmarket.org. ***Cancellations and Substitutions Policy*** 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.