CASHNet Summit 2009 – General Sessions

The General Sessions offered at the 2009 CASHNet Summit will offer a little bit of everything, including:

Welcome
Dan Peterson, President and CEO, CASHNet

Welcome to the CASHNet Summit 2009! Dan will be welcoming you all to our annual users group meeting, our 13th. For any of you who have not yet met Dan, hearing him speak is an absolute treat; we guarantee you will enjoy his presentation.

Dan has been the CEO of CASHNet since 1984, when we founded the company to develop innovative payment processing and customer service systems for higher education. Dan is a graduate of the University of California, Berkeley; his work for the past 40 years as a software engineer, consultant and business executive has given him a unique perspective on the interrelationships between technology and organizational behavior.

 

CASHNet is Pleased to Present
Mark Davies, Product Manager, CASHNet

Every year the CASHNet team is eager to share with you the latest and greatest new functionality that is available. Our goal is to always be on the cutting edge, and this year’s new developments will knock your socks off!

Mark Davies, our Product Manager, will discuss our new offerings that will enhance the service you can provide to your students and parents, as well as ease your own administrative responsibilities. Every CASHNet user will benefit from these enhancements; please join us to see what magic Mark and his team have pulled out of their collective hats.

 

Everything You Wanted to Know ACH but Were Afraid to Ask
Patty Presta, Vice President of Education, WesPay

Does your school process ACH (electronic check) payments or disburse financial aid with the eRefund module? Do you know the difference between an ARC and a POP? Do you know the authentication requirements for WEB transactions? Do you know which types of checks are eligible for conversion at the point-of-sale, or how long a receiving bank has to reject an ACH item? Do the new IAT rules affect you? This session will help you understand these issues and more.

Patty Presta, AAP, is Vice President of Education at WesPay and has conducted ACH training for 10 years and has presented at a number of CASHNet Summits. Her responsibilities include training financial institutions through live workshops, teleseminars, and webcasts, as well as consulting on such topics as ACH Origination, Risk Management and other electronic payment-related issues.

 

CASHNet Security: We’re in This Together
Mark Tancil, VP of Hosting/Chief Security Officer, CASHNet

As a PCI/PA-DSS certified service provider, CASHNet ensures that your data is safe and secure. But are you doing all that you can in the Business Office as well?

Mark Tancil, CASHNet’s Chief Security Officer and VP of Hosting, will discuss the steps that CASHNet has taken to protect your data as well as those practices that the school should examine

 

CASHNet Enhancements

This is your chance to vote for what new features and capabilities will be added to CASHNet. Attendees will receive a list of several enhancements that have been requested by their peers and will have the opportunity to discuss, debate, and cast their votes. The winning items will be included in an upcoming CASHNet release in 2010.

 

What’s Next?
Mark Davies, Director of Product Management, CASHNet

Learn what’s in store for the CASHNet product line in the coming year. Mark will share information about the new modules and features that will be added in upcoming CASHNet releases and how your institution can benefit from them.

Mark Davies has been with CASHNet for over 15 years. He initially worked as a software engineer and played a lead role in developing several products ranging from CASHNet version 5 to the MyPaymentPlan module of CASHNet.com. Now in the role of Director of Product Management, Mark determines the priorities, schedules and requirements for changes to the CASHNet product line.

 

Weathering the Perfect Storm
Virginia Layton, Bursar, Miami University

Our students, families, and our institutions are facing the worst economic crisis in decades. The high cost of achieving a college education is compounded by a “perfect storm” where a variety of economic and demographic factors have collided, resulting in one of the largest financial crises in history.

How do we cope? Ginny Layton, Bursar at Miami University (Oxford, OH) discusses multiple ways to streamline your operation, keep your operating costs down, and offer increased service to students and their families.

 

eMarket Panel: Selling just about anything to anyone
Customer panel – Grove City College, Gonzaga University, College of the Ozarks

Your geology department has just been notified that they will be hosting the next Geological Society of America® regional conference. They also will be accepting the registration fees – and come to you for a way to take those payments.

Come join our eMarket panel of experts from representative schools and hear how they have extended commerce across campus. You will find that the only limits are your own imagination!

 

Power User Tips

Get the most out of your CASHNet system with tips by CASHNet Power Users! From Cashiering to maintaining your ePayment site, come hear what some of the experts are doing to make the process as efficient as possible.

 

Departmental Cashiering vs Departmental Deposits
John Leatherwood, BYU

BYU is one of our leaders in using the CASHNet Departmental Deposits module. Find out how they manage some 200 departments that use either Cashiering or Departmental Deposits from how the decision was made to implement cashiering or DD to keeping up on all those operators!

 

eMarket Features: How Do I Make my Storefront Show That?
CASHNet Staff

Have you seen those emails about new eMarket functionality but are not sure what they all mean? Are you a little leery of taking some of the new features for a test drive? CASHNet staff will show you how to improve your current eMarkets and how to build new and professional –looking sites. Demonstrations of existing customer sites will be ‘unveiled’.

 

eRefund Panel: Putting the money back in the customers’ pockets more quickly
Customer Panel

CASHNet eRefund can save your institution money and save your staff precious time. This panel of eRefund users will provide insights on how eRefund has worked for them and how they promoted the service to their customers.

 

The Service Challenge – from customers to staff
Maria DeCarvalho, AnotherWAY: Communication That Works

Sometimes the hardest part of the job of the business office is communicating new policy and procedures not just to the customers, but to the staff members as well.

Back by popular demand, Maria DeCarvalho brings tips and practical procedures with dealing with the every day issues that surface.

 

eBill Panel: Helping customers understand what they owe
Customer panel

Looking for a way to reduce the number of phone calls from confused students and parents about their amounts due? Then CASHNet eBill may be the ticket.

School representatives will discuss how they are using traditional eBill and the new Dynamic Bill to help their customers better understand what is due now, what is coming due and what has been paid.

 

CASHNet Reporting: Making Sense of the Data
CASHNet staff

CASHNet Cashiering, ePayment and eMarket allow your school to collect all sorts of information during a transaction. But now that you have all this data, how do you manipulate it to make sense?

CASHNet staff will walk you through the Reporting functionality – from creating useful reports to scheduling the reports to appear automatically in your boss’ inbox!

 

MyPaymentPlan Panel: Giving customers a payment alternative
Customer panel

The past year has been a difficult one for both schools and students as the state and federal government slash funds. Many private loan sources have dwindled as well, making it harder for students to find the monies needed for school.

This panel will discuss how they have instituted CASHNet MyPaymentPlan on their campus to assist students during these tough economic times.

 

It Takes a Village – or in our case, a Company
CASHNet staff

Come meet face-to-face with CASHNet’s Client Management, Client Support and Accounting teams and learn the various services provided by each area. This session brings together the first line CASHNet team that is a resource for you now that you are up and running as clients. We are ALL there to support our relationship with you, answer questions and discuss areas of satisfaction, opportunities for improvement, and ideas on future strategy and/or products.

 

Birds of a Feather Sessions

Have the opportunity to join with like-minded schools as we offer a couple of Birds sessions. Roundtable discussions will center on topics of interest to attendees, such as interfacing with Banner’s TBRDEPO table. The sessions will be moderated jointly by a CASHNet staffer and customer. We are still taking ideas for topics to discuss as well!