OBA Meetings
Please note new location for meetings as shown below
October 20, 2004 Columbus General Meeting October 19, 2004 Columbus Board of Trustees April 12 -14, 2004 Ohio University, Athens, OH 14th Annual Meeting
pdf brochureFebruary 4, 2004 Columbus General Meeting February 3, 2004 Columbus Board of Trustees October 22, 2003 Columbus General Meeting October 21, 2003 Columbus Board of Trustees
University Plaza Hotel
3110 Olentangy River Road
Columbus, Ohio 43202
1-877-677-5292
See www.universityplazaosu.com/maps.htm for driving directions
OBA headed to Miami (of Ohio) for 15th Annual Spring Conference!
Look for your conference materials which will be mailed directly to all members in January.
Dates:
Monday, April 11, 2005 to Wednesday, April 13, 2005Location: Miami University, Oxford, OH
Hotel reservations contact:
Marcum Conference Center & Inn
513-529-2104 or 513-529-6911
$84 per night plus tax
Guaranteed room rate is available until
March 11, 2005Registration Deadline:
March 31, 2005 (Be sure to register early)Registration Fees:
Member Non-Member Associate Members
/Vendors
Both Days $100 $150 $500*
Tues. Only $75 $100 N/A
Wed. Only $50 $75 N/A
* Includes 1 representative. Each additional representative: add $100
Golf Scramble on Monday, April 11th: add $50
Non-member who joins OBA $135Register On-line Here:
https://iliad.cats.ohiou.edu/transactions/bursar.cfmDownload Conference Brochure (pdf)
Agenda Topics:
“Serious FUN-damentals for Success”
John Wagner, Seriously Funny
“Leading from Where You Are”
Raquel Dowdy-Cornute,
Director EEO, Miami University
"Reducing Check Losses Through Electronic Recovery"
Kasey Princell, CEO, Cash Flow Solutions
“529 Plans”
Jay Bennett, Attorney
Bennett Financial Advisors
“Group Opportunities And Leadership (GOAL)”
Miami University’s Outdoor Pursuit Center
“Residency”
Jay Johnson, Residency Officer and
Assistant Director of HEI, Ohio Board of Regents
“Wine Tasting 101”
Jack Keegan
Professor, Miami University
“E-Services Panel Discussion”
“Leading Change in Your Office”
Bob Kubat, University Registrar
Miami University
“I Never Learned Anything by Talking”
Patti Holmes, President
Holmes Training & Development
Winter Meeting Announcement
Board of Trustees Meeting
3:00pm Tuesday, February 1, 2005
(Officers and Trustees Only)
General Session Meeting
Wednesday, February 2, 2005
(See Meeting Agenda Below)Embassy Suites
2700 Corporate Exchange Drive
Columbus, OH 43231
Telephone: 1-614-890-8600
Special Room Rate of $109.00 is available
Meeting Agenda
9:00am – 10:00am Continental Breakfast
10:00am – 10:30am Business Meeting
10:30am – 10:45am Break
10:45am – 12:00pm Managing Customer Service - Presented by Barry Himmel Signature, Inc.
12:00pm – 1:15pm Lunch Provided by OBA
1:15pm – 2:30pm Alternative Loans
2:30pm – 3:30pm Roundtable Discussion
3:30pm Adjourn
Fall Meeting 2004
Board of Trustees Meeting
3:00pm Tuesday, October 19, 2004
(Officers and Trustees Only)
General Session Meeting
Wednesday, October 20, 2004
(See Meeting Agenda Below)
Embassy Suites
2700 Corporate Exchange Drive
Columbus, OH 43231
Telephone: 1-614-890-8600Note: A special room rate of $109.00 is available the evening of October 19. When making reservations, please request the Ohio Bursars Association special rate.
Meeting Agenda
9:00am – 9:45am Continental Breakfast
9:45am – 10:30am Business Meeting
10:30am – 10:45am Break
10:45am – 12:00pm Document Imaging
Presented by Janine King, Document Imaging Solutions, Inc.
12:00pm – 1:15pm Lunch
Sponsored by OBA1:15pm – 2:30pm Gramm-Leach-Bliley Act
Presented by Kent Strickland
BGSU ITS Security Officer
2:30pm – 3:30pm Roundtable Discussion
3:30pm Adjourn
14th Annual Ohio Bursars Conference
April 12 - 14 2004 - Ohio University, Athens, Ohio.
Schedule - For Schedule Download Registration Form (pdf) including guest speaker:
Public Relations Workshop with Mel Helitzer
Tuesday April 13th 2004
9.30 -10.30AMMel is a professor in the E.W. Scripps School of Journalism at Ohio University where he teaches sports publicity, promotion and public relations in the university’s graduate school. He was formerly a sports writer for newspapers and The Associate Press and, for 30 years, headed his own Madison Avenue public relations and advertising agency.
Mel has counseled such clients as A.G. Spalding, the Coleco World of Sports and numerous other corporations and individuals in sports marketing. He joined the faculty of Ohio University in 1979 and in 1983 was awarded the honorary title of University Professor by the Student Body.
ALSO: Note on April 12th we are holding an ACA Higher Education Collection Practices Seminar - if you are interested in attending please go to http://www.acainternational.org/images/HECP_OH_State_RegForm.pdf for registration form and information.
Hotel Info:
Ohio University Inn
740.593.6661
740.592.5139 (fax)
www.ouinn.comPay Online at: www.finance.ohiou.edu/studentaccounts.html
Board of Trustees
Meeting February 3: (Officers/Trustees Only) 3:00pm- Embassy Suites
General Meeting February 4: Open to all members and guests. Registration
not required. Lunch is provided. No cost.
Location: Embassy Suites, 2700 Corporate Exchange Drive, Columbus, Ohio 43231 Directions: The Embassy Suites Hotel is located on the north side of Columbus at the intersection of I-270 and Cleveland Avenue. Take exit #27 Cleveland Avenue off I-270.
Special Note: A limited number of special room rates are available. Rate is $109.00 plus applicable taxes. To reserve a room, call 1-614-890-8600 and ask for the Ohio Bursars Association Special Rate!
Winter Meeting Feb. 4, 2004 - Agenda
9:00am - 9:45am Continental
Breakfast
9:45am - 10:30am Business Meeting
President's Welcome
Secretary's Report- Nancy Colsman
Treasurer's Report- Deb Jones
COHEAO Report- Dave Necessary
OACUBO Report- Larry Hoffman
OASFAA Report- Joe Fries
OBA Web site update- Paul Tyler
Old Business:
Report on OBA Scholarship in memory of Nancy Graft-
Steve Sherbet Update on State Attorney General's collection activity initiative
Other old business
New Business:
Membership Report- Georgia Gichenko
Spring 2004 Conference- Sherry Downs
Other new business
10:30am - 10:45am Morning Break
10:45am - 11:45am The Role of One Stop Student Services in a Web based
environment Presenter- Ed Mills- Executive Director, Cleveland State
University
Noon - 1:00pm Lunch provided by OBA
1:00pm - 2:15pm "The Implications of ACH Check Conversion and
Check 21 on Fee Payment Processing". Presenter- Barbara Volkov, Managing
Partner-Deposit Express
2:15pm - 3:00pm Roundtable Discussions
Four Year Public Institution Roundtable Facilitator- Ginny Layton- Bursar,
Miami University
Four Year Private Institution Roundtable Facilitator- Dave Necessary-
Bursar, Univ.of Dayton
Two Year Community College Roundtable Facilitator- Larry Hoffman- Controller,
James A. Rhodes State College
3:00pm Adjourn
Fall
Meeting 2003
Oct. 22, 2003 Board of Trustees Meeting
(October 21 (Officers/Trustees Only) 3:00pm)
Location:
Embassy Suites, Columbus
Special Note: A limited number of special room rates are available on
Tuesday evening, October 21. Rate is $109.00 plus applicable taxes. To
reserve a room, call 1-614-890-8600 and ask for the Ohio Bursars Association
Special Rate!
October 22 Agenda
9:00am - 9:45am Continental
Breakfast
9:45am - 10:30am Business Meeting
President's Welcome
Secretary's Report- Nancy Colsman
Treasurer's Report- Deb Jones
Spring 2003 Conference Wrap up
COHEAO Report- Dave Necessary
OACUBO Report- Larry Hoffman
OASFAA Report- Joe Fries
Old Business:
OBA Scholarship in memory of Nancy Graft- Dave Necessary
Website update- Paul Tyler
Other old business
New Business:
Presentation of Proposed Amendments & additions to Constitution & Bylaws
Membership Report- Georgia Gichenko
Winter 2004 Meeting
Spring 2004 Conference
Other new business
10:30am - 10:45am Morning Break
10:45am - 12:15pm
Presentation
on Graham-Leach-Bliley Act by David Stocker, Associate General Counsel-
Sallie Mae Corporation
12:15pm - 1:15pm Lunch provided by OBA
1:15pm - 2:30pm Panel
Presentation
on 1098-T processing and reporting Panelists: Robin Adams- WSU, Nancy
Colsman- BGSU Ginny Layton- Miami of Ohio, Dave Necessary- UD
2:30pm - 3:30pm 3
roundtable breakout sessions by topics
Topic 1- "Dear Bursar"
Topic 2- State AG's Office/Collections
Topic 3- How to prepare and replace key people within the Bursar's Office
3:30pm Adjourn
Proposed
OBA By-Law Changes
The membership will be asked to vote on the following proposals at the
Fall, 2003 meeting as presented by the Board of Trustees. Please review
these proposals and be prepared to vote or discuss at the meeting.
Article VI Officers,
Section D-Duties of Officers Subsections D7a, D7f, D7f1, D7f2
Proposed:- Change Past President from Non-voting to Voting position.
With Addition of Membership-At-Large Representative, board is 8 members
and a voting tie (4-4) is possible without this change. Change eliminates
that possibility.
Recommendation: Yes Vote
Article VII Board
of Trustees, Section B-Organization and Rules Subsections B1, B3,
B4
Proposed: Adding responsibility for Web Site to Past-President's
Duties. This is in addition and in concert with publication of the Paper
Trails.
Recommendation: Yes Vote
Article IX Rules
of Order, Section C-
Board of Trustees Quorum Proposed: Change majority vote on the
Board of Trustees from 4 to 5 as well as change the quorum requirements
from 4 to 5 voting members in order to conduct official business.
Recommendation: Yes Vote
Editors Notes:
Fall & Winter 2003 Meetings
No registration required and a Free Lunch. Go figure! We would like to
see you all at our Fall and Winter meetings this year at the Embassy Suites
North, Columbus, Ohio. Networking with your colleagues from throughout
the state is a great way to learn and share. This is your organization
and we need your presence, your participation and your perspiration. Let's
keep it happening! Bring a colleague from a school that is not currently
a member of the OBA. Show them what we are about. It is important that
each of you make sure that our Treasurer, Deb Jones, has a complete and
accurate e-mail address so that you will be able to receive the Paper
Trails Newsletter and other important notices that the OBA may have.
Look Out Dayton; Here Come the Bursars!!
OBA Spring Conference April 14-16, 2003 - pdf
brochure
at Wright State University
Mark your calendars now and plan to attend our upcoming Spring Conference as Dayton and the World celebrate 100 years of powered flight. The conference will be hosted in Wright State University's Student Union with overnight accommodations available directly across from the university.
As we close out the old year and ring in the new, it's appropriate for us to pause and reflect on what we did well and what can be improved. As leaders, we are constantly challenged to deal with change. Sometimes we are able to anticipate change but many times we cannot. We are also called upon frequently to assume multiple roles in the day-to-day conduct of our business. As leaders, we need to prepare ourselves to meet both the expected and unexpected challenges. How do we adapt to our changing business environment as we transition from providing personal service to electronic self-service? How can we reallocate resources to provide a more efficient, productive service? And how can we keep both our staffs and ourselves motivated during this constant state of flux?
The goal of this year's conference is to provide you with some answers to these and other questions as we focus our theme on leadership and innovation. Our conference will lead off with keynote speaker Patti Holmes, addressing the topic, "The Spirit of Leadership."
 |
Keynote
Speaker Patti Holmes "The Spirit of Leadership" |
| As
a professional speaker and organizational consultant, Patti specializes
in skills training and problem solving in areas of motivation, leadership,
communication, team building, strategic planning and organizational
change. Patti's presentations and style include a wealth of practical
information that is delivered with warmth, enthusiasm and humor.
While sharing her message with hundreds of audiences both nationally
and internationally, Patti's clients include numerous Fortune 500
corporations as well as small privately owned businesses.
Patti will be celebrating her 15th anniversary as president of her own human resource consulting firm in 2003.
|
|
Other conference highlights include:
- What you need to know to protect your institution from fraud and security breaches as e-commerce grows.
- College Tax Credits/Incentives and College Savings Plans.
- Business to Consumer Electronic Bill Presentment and Payment.
- How to grow your campus e-commerce initiatives by partnering with your Campus One Card program.
- ACH and electronic check initiatives.
- Peer panel assessment on web based fee payments-what worked well and what went wrong.
 |
Keynote Speaker The
Honorable Asst Secretary for Postsecondary Education |
| Sally
L. Stroup was sworn in as assistant secretary for postsecondary
education on March 20, 2002. As assistant secretary, she serves
as the principal adviser to U.S. Secretary of Education Rod Paige
on all matters related to postsecondary education. In this capacity,
Stroup coordinates department programs relating to financial assistance
for eligible students enrolled in higher education institutions
and recommends policies to recruit and prepare disadvantaged students
to enroll and complete postsecondary education programs. |
|
Of course we will have our usual roundtable discussions along with lots of opportunities to network with peers and associate members/vendors. OBA will again host a hospitality suite on Monday and Tuesday nights and for those golfers in the group, we will have our traditional golf outing on Monday, April 14 at Beavercreek Golf Club approximately 3 miles from campus.
Watch for more details in the upcoming registration materials that will be mailed out at the end of January. I'm excited about our conference as we turn the page on 2002 and look forward to a year of challenge and opportunity. Together, let's prepare ourselves as leaders to successfully accomplish the challenges of tomorrow!
Steve Sherbet
President-Elect
Plan to attend the Winter 2003 meeting Wednesday, February 5, 2003, in
Columbus, Ohio. It will be held at the Embassy Suites–Columbus North,
2700 Corporate Exchange Drive, Columbus Ohio 43231. Once again we will
serve lunch and it’s "on us". Thanks for the feedback at
the last meeting. People were positive about this change.
TENTATIVE
AGENDA
| 9:00 am | 9:45 am | Continental Breakfast |
| 9:45 am | 10:15 am | Business Meeting |
| 10:15 am | 11:00 am | InfiNet Solutions |
| 11:15 am | Noon | E-Signatures, Lori Hartung, University Accounting Systems |
| Noon | 1:15 pm | Lunch |
| 1:15 pm | 2:00 pm | Senator Robert Gardner |
| 2:15 pm | 3:00 pm | Digital Records Management, Bill Rogers |
| 3:00 pm | 3:30 pm | Round Table Discussions |
The Embassy Suites Hotel is located on the north side of Columbus at the intersection of I-270 and Cleveland Avenue. Take exit #27 Cleveland Avenue off I-270. The phone number is (614) 890-8600. The Board Meeting (Officers Only) will be held Tuesday, February 4, 2003, beginning at 3:00 PM.
Plan
to attend the Fall 2002 meeting Wednesday, October 23, 2002,
in sunny and warm Columbus, Ohio.
It
will be held at the Embassy Suites -Columbus North, 2700 Corporate Exchange
Drive,
Columbus Ohio 43231.
Tentative Agenda
8:30 AM 10:00 AM Continental Breakfast
10:00 AM 10:20 AM Business Meeting
10:20 AM 10:25 AM Break
10:25 AM 11:10 AM Bankruptcy/Collections, Keith Weiner, Weiner and Associates
11:10 AM 11:15 AM Break
11:15 AM 12:00 PM H E A L Program (Health and Education Assistance Loans), David Glezerman, Temple University
12:00 PM 1:40 PM Lunch - Buffet (This is something new. We will be eating lunch together at the hotel and OBA will pick up the tab!)
1:40 PM 1:45 PM Break
1:45 PM 2:30 PM General Discussion Issues including 1098-T's, Sevis (international students) and other topics
2:30 PM 2:35 PM Break
2:35 PM 3:20 PM Assessing the Office Collector (Mark Powell, General Revenue Corporation)
Directions:
The Embassy Suites Hotel is located on the north side of Columbus at the
intersection of I-270 and Cleveland Avenue. Take exit #27 Cleveland Avenue
off I-270.
The phone number is (614) 890-8600.
The Board Meeting (Officers Only)
Will be held Tuesday, October 22, 2002, beginning at 3:00 PM.