Leaders in Online and Professional Continuing Education

Catalog Advanced Search

Search by Category
Search by Format
Sort By
Search by Type
Search by Category
Search in Packages
Search by Format
Search by Type
Search by Date Range
Products are filtered by different dates, depending on the combination of live and on-demand components that they contain, and on whether any live components are over or not.
Start
End
Search by Keyword
Sort By
  • Contains 43 Component(s), Includes Credits

    Course begins 04/01/2024 I Capacity: 25 participants

    Faculty Member

    Carmin Chan, Vice Provost, Northern Arizona University Online

    Cost

    Members: $459.00

    Non-Members: $599.00

    Description

    What are the processes for identifying opportunities, developing evidence, determining goals, defining key milestones, establishing accountability, and measuring outcomes? How do you engage others in these processes? This course explores how strategy combines analysis and action.  Learning, planning, implementing, and reassessing permeate all levels of professional, continuing, and online education -- more so perhaps than in any other area of higher education. 

    Topics Covered

    • Approaches to planning and innovation 
    • The impact of shared governance on decision-making
    • Moving strategically toward the future
    • The impact of data on decision-making 
    • Evaluating Success 

    Learning Objectives

    • Recognize the impact of strategy, leadership, and implementation on an institution.
    • Develop strategies that reflect effective approaches to internal and external constituents in the approach of a problem or innovation.
    • Develop strategies for maintaining the role of being a learner in strategy for the future.
    • Evaluate strategies for change and innovation.

    Who should take this course? 

    This four week course is designed for both those who are new to online and professional education as well as those who have significant experience (3-5 years and beyond) who want to learn more about strategic planning, innovation, and decision-making. Over this four week course, participants will outline a problem they are facing and develop a change template that they can immediately apply to the challenges they are facing day to day. 

    Format and Schedule

    This is a four week course consisting of about five hours of weekly course work made up of readings, asynchronous activities, and a weekly one hour live class meeting via Zoom. Attendance in the live class is strongly encouraged. Schedule for live meetings will be shared soon. 


    See what past participants have said about this course

    "This course is an exceptional resource for developing the skills you need to plan and implement a project or initiative within your organization. The step-by-step process and feedback are motivating and will help you develop a template and process to use at any point in your PCOE journey." 

    -Allison Shaw, Research Analyst Sacramento State University 


    "The class delivers completely on its objectives."


    "Vickie's feedback was insightful, engaging, and challenging. She has an incredible personality and I loved learning from her and hearing how she engaged everyone in live sessions and in course feedback. An exception leader in PCO and a wonderful instructor for this course."


    "I truly enjoyed this course as well as the assistance and confidence it provided me in creating the policy and procedure manual for my department."


    "I would highly recommend this course to ALL campus leaders, even if not necessarily engaged with PCO education."


    "The readings and activities were excellent and extremely relevant to the work I am doing."


    "Dr. Cook was great. She made sure every voice was heard and kept the discussion lively."


    "Vickie was great and I learned a lot from her. I would love to take a leadership course from her. I appreciated how she was able to engage us during our live session."


    "Vickie was super - very knowledgeable, very responsive to questions, provided clear and useful feedback on assignments, and did a good job facilitating the live sessions."

  • Contains 42 Component(s), Includes Credits

    Course begins 01/09/2023 I Capacity: 25 participants

    Faculty Member

    Dr. Vickie Cook

    Cost

    Members: $459.00

    Non-Members: $599.00

    Description

    What are the processes for identifying opportunities, developing evidence, determining goals, defining key milestones, establishing accountability, and measuring outcomes? How do you engage others in these processes? This course explores how strategy combines analysis and action.  Learning, planning, implementing, and reassessing permeate all levels of professional, continuing, and online education -- more so perhaps than in any other area of higher education. 

    Topics Covered

    • Approaches to planning and innovation 
    • The impact of shared governance on decision-making
    • Moving strategically toward the future
    • The impact of data on decision-making 
    • Evaluating Success 

    Learning Objectives

    • Recognize the impact of strategy, leadership, and implementation on an institution.
    • Develop strategies that reflect effective approaches to internal and external constituents in the approach of a problem or innovation.
    • Develop strategies for maintaining the role of being a learner in strategy for the future.
    • Evaluate strategies for change and innovation.

    Who should take this course? 

    This four week course is designed for both the new PCO professional as well as those who have significant experience (3-5 years and beyond) who want to learn more about strategic planning, innovation, and decision-making. Over this four week course, participants will outline a problem they are facing and develop a change template that they can immediately apply to the challenges they are facing day to day. 

    Format and Schedule

    This is a four week course consisting of about five hours of weekly course work made up of readings, asynchronous activities, and a weekly one hour live class meeting via Zoom. Attendance in the live class is strongly encouraged. The class will met on the following schedule: 

    • January 11 4:00 p.m. CT
    • January 18 4:00 p.m. CT
    • January 25 4:00 p.m. CT
    • February 1 4:00 p.m. CT

    Vickie Cook

    Associate Vice Chancellor, Online, Professional, and Engaged Learning

    University of Illinois Springfield

    Vickie Cook, Ph.D., is Vice Chancellor for Enrollment and Retention Management the University of Illinois Springfield. Previously, Cook served as Associate Vice President of Innovation and Technology, and Dean of the School of Education and Director of Online Learning at Greenville University. Cook has published more than 40 journal articles and book chapters in a variety of national educational publications, and serves as a peer reviewer for six of the top journals in the field of Online Learning and Education. She holds a Ph.D. in Higher Education Administration and an M.A. in Adult Education from Capella University, and completed her B.A. at Western Illinois University.

    See what past participants have said about this course

    "This course is an exceptional resource for developing the skills you need to plan and implement a project or initiative within your organization. The step-by-step process and feedback are motivating and will help you develop a template and process to use at any point in your PCOE journey." 

    -Allison Shaw, Research Analyst Sacramento State University 


    "The class delivers completely on its objectives."


    "Vickie's feedback was insightful, engaging, and challenging. She has an incredible personality and I loved learning from her and hearing how she engaged everyone in live sessions and in course feedback. An exception leader in PCO and a wonderful instructor for this course."


    "I truly enjoyed this course as well as the assistance and confidence it provided me in creating the policy and procedure manual for my department."


    "I would highly recommend this course to ALL campus leaders, even if not necessarily engaged with PCO education."


    "The readings and activities were excellent and extremely relevant to the work I am doing."


    "Dr. Cook was great. She made sure every voice was heard and kept the discussion lively."


    "Vickie was great and I learned a lot from her. I would love to take a leadership course from her. I appreciated how she was able to engage us during our live session."


    "Vickie was super - very knowledgeable, very responsive to questions, provided clear and useful feedback on assignments, and did a good job facilitating the live sessions."

  • Contains 43 Component(s), Includes Credits

    Course begins 09/25/2023 I Capacity: 25 participants

    Faculty Member

    Dr. Vickie Cook

    Cost

    Members: $459.00

    Non-Members: $599.00

    Description

    What are the processes for identifying opportunities, developing evidence, determining goals, defining key milestones, establishing accountability, and measuring outcomes? How do you engage others in these processes? This course explores how strategy combines analysis and action.  Learning, planning, implementing, and reassessing permeate all levels of professional, continuing, and online education -- more so perhaps than in any other area of higher education. 

    Topics Covered

    • Approaches to planning and innovation 
    • The impact of shared governance on decision-making
    • Moving strategically toward the future
    • The impact of data on decision-making 
    • Evaluating Success 

    Learning Objectives

    • Recognize the impact of strategy, leadership, and implementation on an institution.
    • Develop strategies that reflect effective approaches to internal and external constituents in the approach of a problem or innovation.
    • Develop strategies for maintaining the role of being a learner in strategy for the future.
    • Evaluate strategies for change and innovation.

    Who should take this course? 

    This four week course is designed for both the new PCO professional as well as those who have significant experience (3-5 years and beyond) who want to learn more about strategic planning, innovation, and decision-making. Over this four week course, participants will outline a problem they are facing and develop a change template that they can immediately apply to the challenges they are facing day to day. 

    Format and Schedule

    This is a four week course consisting of about five hours of weekly course work made up of readings, asynchronous activities, and a weekly one hour live class meeting via Zoom. Attendance in the live class is strongly encouraged. Schedule for live meetings will be: 

    • Wednesday 9/27 at 4:30 PM ET 
    • Wednesday 10/4 at 4:30 PM ET 
    • Wednesday 10/11 at 4:30 PM ET 
    • Wednesday 10/18 at 4:30 PM ET 
    • Wednesday 10/25 at 4:30 PM ET 


    Vickie Cook

    Associate Vice Chancellor, Online, Professional, and Engaged Learning

    University of Illinois Springfield

    Vickie Cook, Ph.D., is Vice Chancellor for Enrollment and Retention Management the University of Illinois Springfield. Previously, Cook served as Associate Vice President of Innovation and Technology, and Dean of the School of Education and Director of Online Learning at Greenville University. Cook has published more than 40 journal articles and book chapters in a variety of national educational publications, and serves as a peer reviewer for six of the top journals in the field of Online Learning and Education. She holds a Ph.D. in Higher Education Administration and an M.A. in Adult Education from Capella University, and completed her B.A. at Western Illinois University.

    See what past participants have said about this course

    "This course is an exceptional resource for developing the skills you need to plan and implement a project or initiative within your organization. The step-by-step process and feedback are motivating and will help you develop a template and process to use at any point in your PCOE journey." 

    -Allison Shaw, Research Analyst Sacramento State University 


    "The class delivers completely on its objectives."


    "Vickie's feedback was insightful, engaging, and challenging. She has an incredible personality and I loved learning from her and hearing how she engaged everyone in live sessions and in course feedback. An exception leader in PCO and a wonderful instructor for this course."


    "I truly enjoyed this course as well as the assistance and confidence it provided me in creating the policy and procedure manual for my department."


    "I would highly recommend this course to ALL campus leaders, even if not necessarily engaged with PCO education."


    "The readings and activities were excellent and extremely relevant to the work I am doing."


    "Dr. Cook was great. She made sure every voice was heard and kept the discussion lively."


    "Vickie was great and I learned a lot from her. I would love to take a leadership course from her. I appreciated how she was able to engage us during our live session."


    "Vickie was super - very knowledgeable, very responsive to questions, provided clear and useful feedback on assignments, and did a good job facilitating the live sessions."

  • Contains 42 Component(s), Includes Credits

    Course begins 09/16/2024 I Capacity: 25 participants

    Faculty Member

    Carmin Chan, Vice Provost, Northern Arizona University Online

    Cost

    Members: $459.00

    Non-Members: $599.00

    Description

    Learning, planning, implementing, and reassessing permeate all levels of professional, continuing, and online education, more so perhaps than in any other area of higher education. What are the processes for identifying opportunities, developing evidence, determining goals, defining key milestones, establishing accountability, and measuring outcomes? How do you engage others in these processes? This course explores how strategy combines analysis and action.

    Topics Covered

    • Approaches to planning and innovation 
    • The impact of shared governance on decision-making
    • Moving strategically toward the future
    • The impact of data on decision-making 
    • Evaluating Success 

    Learning Objectives

    • Recognize the impact of strategy, leadership, and implementation on an institution.
    • Develop strategies that reflect effective approaches to internal and external constituents in the approach of a problem or innovation.
    • Develop strategies for maintaining the role of being a learner in strategy for the future.
    • Evaluate strategies for change and innovation.

    Who should take this course? 

    This course is designed for both those who are new to online and professional education as well as those who have significant experience (3-5 years and beyond) who want to learn more about strategic planning, innovation, and decision-making. Participants will outline a problem they are facing and develop a change template that they can immediately apply to the challenges they are facing day to day. 

    Format and Schedule

    This is a five-week course consisting of about five hours of weekly course work made up of readings, asynchronous activities, and a weekly one-hour live class meeting via Zoom. Attendance in the live class is strongly encouraged. Schedule for live meetings will be shared soon. 


  • Contains 24 Component(s)

    Course Start Date: 07/31/2024 I Course Capacity: 25

    Faculty Member

    Stacy Chiaramonte, Senior Vice President, Strategy and Operations for UPCEA Research and Consulting

    Cost

    UPCEA Members: $459

    Non-Members: $599

    Description

    Online and professional education units have long been the leaders championing the development and implementation of innovative educational programs designed to meet the needs of a non-traditional learner. In recent years, new forms of credentialing – micro-credentials, certificates, digital badges, among other designations – have emerged as new measures of educational attainment. These credentials have become far more common in universities and in other sectors of American society. This course delves into the role online and professional education units play in alternative credentials, from evaluating program opportunities to the design, implementation, quality assurance, and administration of these credentials. How should non-degree credentials be created and run with integrity, clarity in the market, and compatibility within the traditional aspects of the university? This pragmatic course will explore opportunities and obstacles in developing and delivering alternative credentials.  

    Topics Covered

    • Current trends in the market for alternative credentials. What is driving demand for these credentials?
    • Creating the right programs for your institution, including partnerships with external stakeholders. 
    • Building the infrastructure at your institution to support these credentials, including institutional standards, student services, and faculty buy-in.
    • Marketing and delivering credential programs.
    • What does the future hold for alternative credentials? How can online and professional education units better contribute to lifelong learning, personal and professional growth, workforce development, and social equity? 

     Learning Objectives

    • Gain an understanding of the alternative credentials landscape and online and professional education units’ role in developing this programming.
    • Evaluate the opportunities for your institution. Identify the target audience and types of programming that align best – the who, what and why for your university.  Determine which programs should be credit-bearing, and investigate stackability for these credentials. 
    • Build support for these programs with your leadership and faculty - what are the advantages and disadvantages of this type of programming and how can it be integrated into the portfolio.
    • Develop your university’s standards, policies and processes to ensure rigor and quality of credentials.
    • Collaborate with internal and external partners to successfully develop and launch alternative credential programs, including student record-keeping, access, funding, and support.
    • Develop marketing and communication plans to drive enrollment.
    • Plan for the future of this evolving landscape including accreditation, quality monitoring, program assessment, evaluation of future opportunities. 

    Who should take this course? 

    New professionals will have an opportunity to explore the multifaceted process and hone in one the skills and knowledge they need immediately to be more effective in their roles. More seasoned professionals will be challenged to review their program planning approach and determine if they can refine or be more inclusive of different components covered in the course. 

    Format and Schedule

    This is a five week course consisting of about five hours of weekly coursework made up of readings, asynchronous activities, and a weekly one hour live class meeting via Zoom. The class will meet on Wednesdays at 3:30 PM ET starting 07/31/2024

    Stacy Chiaramonte

    Senior Vice President, Strategy and Operations for UPCEA Research and Consulting

    UPCEA

    Stacy Chiaramonte is Senior Vice President, Strategy and Operations for UPCEA Research and Consulting. Stacy has more than 20 years of experience in strategic planning, coaching and leadership, and operations in both mission-driven companies and higher education. Prior to joining UPCEA, Stacy was the Associate Vice President for Worcester Polytechnic Institute's (WPI) Graduate & Professional Studies, where she was responsible for strategy development and implementation of student-centric education programs, including programs for post-traditional students online and onsite at corporate locations. '

    In addition to her responsibility for graduate education and workforce development training, Stacy led WPI’s exploration of alternative credentials as a part of the university’s 5-year strategic plan. She holds a Bachelor’s in Business Administration from the University of Massachusetts, Amherst and a MBA from Babson College.

    See what past participants have said about this course: 


    "This online course provided an excellent start and foundation in leading my university to develop a proposal plan to develop a microcredential program." Ervin Howard, University of North Georgia


    "The content and format of the course was excellent and the resources provided were invaluable!" Peggi Kriegbaum Fresno Pacific University

    "I loved that true adult education principles were applied in this course.  The flexibility, the personalization, and the collegiality were exceptional!" Glenda Ballard, St. Edward's University


    "Julie was great. She has such a positive, energetic demeaner and it was fun learning from her. She engaged the group well."




  • Contains 40 Component(s), Includes Credits Includes Multiple Live Events. The next is on 07/30/2024 at 1:00 PM (EDT)

    Course Start Date: 06/24/2024 I Course Capacity: 25

    Faculty Member 

    Angie Kamath, Dean at NYU School of Professional Studies

    Cost

    Members: $459.00

    Non-Members: $599.00

    Description: 

    This course will explore pragmatic approaches to the opportunities and considerations for online and professional continuing education units in developing and implementing programming, specifically focused on meeting the diversity, equity and inclusion goals of their institutions and communities. We will take a comparative and national perspective on underserved populations and ways their higher education needs can be addressed. Higher education institutions play a critical role at the nexus of career exploration, upskilling, apprenticeship, and credentialing needs of communities through online and professional continuing education. We will examine the role that online and professional continuing education units and their faculty and staff play in creating initiatives  that serve a double bottom line. Students will share their unique perspectives and learn from one another on  program design, marketing, content strategy, and partner engagement. 

    Topics Covered

    • Determining key priorities and metrics to align equity and inclusion goals of the academic institution with online and professional continuing education strategy
    • Maximizing community and stakeholder engagement in planning and identifying opportunities
    • Developing research strategies on target market and potential student demographics
    • Balancing revenue pressures with mission
    • Communicating successes thoughtfully and inclusively 

     Learning Objectives

    • Assess social/community perspectives important and unique to learners’ institutions  
    • Assess, develop, and build programs responsive to underrepresented groups and their education/training needs
    • Develop plans for student outreach and educational experiences sensitive to costs, scheduling flexibility, and accessibility
    • Identify implementation strategies for online and professional continuing education units for managing a diverse classroom, student orientation and advising, communications, fundraising, and partnerships.

    Who should take this course? 

    This course is designed for early-to-mid career higher education administrators, particularly those in professional, continuing, and online education units who seek a deeper understanding of  the responsibilities and opportunities to diversify an online and professional continuing education enterprise and programs for students of all ages. 

    Format and Schedule

    This is a five-week course consisting of approximately five hours of weekly coursework made up of readings, asynchronous activities, and a weekly one hour live class meeting via Zoom. The schedule for these meetings is below: 

    • June 25- 1-2pm ET: Class Launch 
    • July 2- No Class - Independence Day 
    • July 9- 1-2pm ET
    • July 16- 1-2pm ET
    • July 23- No Class; work on final project
    • July 30- 1-2pm ET
    •  Aug 6- 1-2pm ET Final Class

    Angie Kamath

    Dean - NYU School of Professional Studies

    NYU School of Professional Studies Dean Angie Kamath has had a distinguished career in government and higher education. Amplified by her deep expertise in partnering with industries on skills-based education and workforce development, Kamath is a champion for fostering equal opportunities through higher education and workforce programs that provide immediately applicable skills in hospitality, real estate, and functional business leadership, among other growing and emerging fields.

    Kamath is an expert on workforce development and skills-based training, providing foresight with grounded research expertise in the future of work. Passionate about developing programs with industry leaders, she has created partnerships with national and local organizations to advance access to education.

    While in her role as dean at the nation’s largest urban public university, City University of New York (CUNY), Kamath was responsible for continuing education and workforce development programs. In addition, she oversaw grant-funded opportunities that sought to improve the skills, career prospects, and outcomes of targeted industries such as IT, finance, healthcare, and municipal government. Kamath also led several workforce development and training programs that addressed the future of work in New York City and beyond.

    Before her role at CUNY, Kamath served as an executive vice president and executive director at Per Scholas, a national IT job training nonprofit in South Bronx. There, she was responsible for launching the social enterprise team, which was tasked with generating fee-for-service revenues. In addition, she oversaw the New York training operation that trained and placed over 500 individuals each year in middle-skills jobs in the IT field. 

    Prior to Per Scholas, Kamath worked as deputy commissioner at the NYC Department of Small Business Services for seven years, overseeing adult workforce programs that served more than 100,000 New Yorkers each year during the Bloomberg administration. 

    Kamath holds a BS in Business Management from Cornell University and an MPP from the Harvard Kennedy School.

  • Contains 57 Component(s), Includes Credits

    Course Begins 05/13/2024 I Capacity: 25 participants

    Faculty Member

    Michael Jones 

    Cost

    Members: $459.00

    Non-Members: $599.00

    Description

    How do those in online and professional continuing education analyze opportunities, project revenue and expenses, identify prudent ways to manage resources, monitor cash flow, and mitigate financial disaster? How do you measure success and respond to failure, reallocate resources, and determine new investment opportunities? Those in online and professional continuing education often operate as a stand-alone business by relying on revenue to support operating costs, and depending on forecasting, cash flow, and agile pivoting to new strategies.

    Topics Covered

    • Resource Allocation and Budgeting Basics
    • Forecasting 
    • Creating a Program Business Plan 
    • Evaluating Partnerships 

    Learning Objectives

    • Differentiate between resource allocation and resource generation budgeting and analyze the implications for online and professional continuing education organizations
    • Create a course budget and financial statement
    • Create alternative future scenarios
    • Understand and evaluate opportunity costs
    • Distinguish between development and delivery costs and understand amortization
    • Articulate the value proposition of both partners of the partnership
    • Anticipate and mitigate the common barriers in forming partnerships

    Who should take this course? 

    This course is designed for learners at various professional levels, particularly those who have some experience in online and professional continuing education education administration who seek to learn more about financial forecasting and creating budgets at the course, program, and departmental level. 

    Format and Schedule

    This is a five week course consisting of about five hours of weekly course work made up of readings, asynchronous activities, and a weekly one-hour live class meeting on Wednesdays at 3:00 PM ET via Zoom beginning May 15.

    Michael Jones

    Director of Finance and Operations at the Center for Excellence in Teaching and Learning

    University of Connecticut

    I serve as the Director of Finance and Operations at the Center for Excellence in Teaching and Learning (CETL) at the University of Connecticut.  In this role, I support the Associate Vice Provost for CETL by providing financial, HR and strategic/operational guidance for all units within our portfolio.  I also serve as the business liaison with university central administration and academic departments.  I have worked in higher education for the last 10 years, and I have been in my current role for the last five years.  Prior to the University of Connecticut, I worked in several different leadership positions at the University of Maryland, College Park.  As someone who was a non-traditional student myself, I am committed to advocating for and working toward advancing opportunities for non-traditional students.

    See what past participants have said about this course 

    "I greatly appreciate all the resources you provided in our course: the readings, lectures, and discussion prompts were excellent."


    "Dr. Matkin was welcoming to all participants. He was intentional about using our names and making connections between what we had each written or said the prior week with our contributions this week. Most importantly, he met each of us "where we are," whether a PCO leader who is very comfortable with budgets or a leader who is new to the financial aspects of their role. I appreciated the respect he demonstrated to each of us by doing so."


    "The examples of budgets and program planning were so beneficial to me. The readings for course budgeting were insightful and helpful too!"


    "Overall, this course was exceptionally run and the material was relevant to the struggles we're facing right now. I speak for my colleagues in saying that we enjoyed this course so much, we are sending 3 additional people to the course."


    "Gary is so knowledgeable about this field and provided valuable practical tools and templates. The course was focused, with clear learning objectives and assignments that aligned to those objectives."


    "I have been asking for this the contents of this very course for 5 years and couldn't find anything remotely relevant. Thank you for this! His book is now my bible."


    "Gary was incredibly knowledgeable and could address every facet of developing a PCO."


    "I will be sending my program leads to this class next time around in February."


    "I thought the content was very good. I learned some new things and validated my thinking on others."


    "A wealth of knowledge. His book is a great tool to keep. Resources provided were top notch. Answered all questions."

  • Contains 41 Component(s), Includes Credits

    Course Begins 10/21/2024 I Capacity: 25 participants

    Faculty Member

    Michael Jones 

    Cost

    Members: $459.00

    Non-Members: $599.00

    Description

    How do those in online and professional continuing education analyze opportunities, project revenue and expenses, identify prudent ways to manage resources, monitor cash flow, and mitigate financial disaster? How do you measure success and respond to failure, reallocate resources, and determine new investment opportunities? Those in online and professional continuing education often operate as a stand-alone business by relying on revenue to support operating costs, and depending on forecasting, cash flow, and agile pivoting to new strategies.

    Topics Covered

    • Resource Allocation and Budgeting Basics
    • Forecasting 
    • Creating a Program Business Plan 
    • Evaluating Partnerships 

    Learning Objectives

    • Differentiate between resource allocation and resource generation budgeting and analyze the implications for online and professional continuing education organizations
    • Create a course budget and financial statement
    • Create alternative future scenarios
    • Understand and evaluate opportunity costs
    • Distinguish between development and delivery costs and understand amortization
    • Articulate the value proposition of both partners of the partnership
    • Anticipate and mitigate the common barriers in forming partnerships

    Who should take this course? 

    This course is designed for learners at various professional levels, particularly those who have some experience in online and professional continuing education education administration who seek to learn more about financial forecasting and creating budgets at the course, program, and departmental level. 

    Format and Schedule

    This is a five week course consisting of about five hours of weekly course work made up of readings, asynchronous activities, and a weekly one-hour live class meeting on Wednesdays at 3:00 PM ET via Zoom beginning Wednesday Oct 23.

  • Contains 75 Component(s), Includes Credits

    Course Begins 09/25/2023 I Capacity: 25 participants

    Faculty Member

    Dr. Gary Matkin

    Cost

    Members: $459.00

    Non-Members: $599.00

    Description

    How do those in professional, continuing, and online education analyze opportunities, project revenue and expenses, identify prudent ways to manage resources, monitor cash flow, and mitigate financial disaster? How do you measure success and respond to failure, reallocate resources, and determine new investment opportunities? Those in PCO often operate as a stand-alone business by relying on revenue to support operating costs, and depending on forecasting, cash flow, and agile pivoting to new strategies.

    Topics Covered

    • Resource Allocation and Budgeting Basics
    • Forecasting 
    • Creating a Program Business Plan 
    • Evaluating Partnerships 

    Learning Objectives

    • Differentiate between resource allocation and resource generation budgeting and analyze the implications for CE organizations
    • Create a course budget and financial statement
    • Create alternative future scenarios
    • Understand and evaluate opportunity costs
    • Distinguish between development and delivery costs and understand amortization
    • Articulate the value proposition of both partners of the partnership
    • Anticipate and mitigate the common barriers in forming partnerships

    Who should take this course? 

    This course is designed for learners at various professional levels, particularly those who have some experience in PCO education administration who seek to learn more about financial forecasting and creating budgets at the course, program, and departmental level. 

    Format and Schedule

    This is a four week course consisting of about five hours of weekly course work made up of readings, asynchronous activities, and a weekly one hour live class meeting via Zoom. The schedule for the weekly meetings will be: 

    • Wednesday 9/27 at 2:30 PM ET 
    • Wednesday 10/4 at 2:30 PM ET 
    • Wednesday 10/11 at 2:30 PM ET 
    • Wednesday 10/18 at 2:30 PM ET 
    • Wednesday 10/25 at 2:30 PM ET 

    Gary Matkin (Moderator)

    Dean Emeritus, Continuing Education at University of California Irvine; Course Developer and Faculty Member

    Gary Matkin, Ph.D., is Dean Emeritus, Continuing Education at the University of California, Irvine. Matkin directs the activities of the Division of Continuing Education that, with a self-supporting annual budget of $40 million, offers over 3,100 continuing education courses per year, serving approximately 40,000 students. As Vice Provost, Matkin is responsible for coordinating career services across the UCI campus, including the direct supervision of the Division of Career Pathways, whose services are available to over 35,000 UCI undergraduate and graduate students, in addition to alumni and local employers. Previously, Matkin served as Associate Dean for Continuing Education at the University of California, Berkeley. He holds a doctorate in Education and an M.B.A. from the University of California, Berkeley, and a B.S. from the University of San Francisco, and is a Certified Public Accountant.


    See what past participants have said about this course 

    "I greatly appreciate all the resources you provided in our course: the readings, lectures, and discussion prompts were excellent."


    "Dr. Matkin was welcoming to all participants. He was intentional about using our names and making connections between what we had each written or said the prior week with our contributions this week. Most importantly, he met each of us "where we are," whether a PCO leader who is very comfortable with budgets or a leader who is new to the financial aspects of their role. I appreciated the respect he demonstrated to each of us by doing so."


    "The examples of budgets and program planning were so beneficial to me. The readings for course budgeting were insightful and helpful too!"


    "Overall, this course was exceptionally run and the material was relevant to the struggles we're facing right now. I speak for my colleagues in saying that we enjoyed this course so much, we are sending 3 additional people to the course."


    "Gary is so knowledgeable about this field and provided valuable practical tools and templates. The course was focused, with clear learning objectives and assignments that aligned to those objectives."


    "I have been asking for this the contents of this very course for 5 years and couldn't find anything remotely relevant. Thank you for this! His book is now my bible."


    "Gary was incredibly knowledgeable and could address every facet of developing a PCO."


    "I will be sending my program leads to this class next time around in February."


    "I thought the content was very good. I learned some new things and validated my thinking on others."


    "A wealth of knowledge. His book is a great tool to keep. Resources provided were top notch. Answered all questions."

  • Contains 34 Component(s)

    Course Start: 04/01/2024 I Course Capacity: 25

    Faculty Member 

    Stephanie Platteter, Executive Director of Marketing and Enrollment Management, University of Minnesota College of Continuing & Professional Studies 

    Cost 

    UPCEA Members: $459

    Non-Members: $599

    Course Description

    Enrollment management begins when a prospective student inquires and continues to when they are successfully enrolled. It includes all that we do, or should do, as institutions to help prospective students along this journey and to achieve our enrollment goals. This course reviews the steps in the student enrollment journey and analyzes the important activities necessary at each stage including responding to inquiries, admitting new students, staying in touch before the program begins, and onboarding new students to help them anticipate and adjust to their new program. This course will delve into the professional opportunity and responsibility we have to generate new enrollments for our institutions including building the human and technology infrastructure to support the student journey; communication strategies; and the measurement, oversight, and accountability necessary to ensure a seamless and successful process. We will examine enrollment management in both credit-bearing and noncredit programs and across the spectrum of online and continuing professional education strategies, structures, and practices.

    *This course picks up the enrollment management process after initial inquiry.

    Course Objectives

    • Identifies, recruits, and retains students in online and professional continuing education programs
      • Students will understand the stages of the enrollment funnel 
    • Engages in evidence-based decision-making which often requires collaboration and consensus building
      • Students can identify key enrollment metrics, understand how to interpret them, and consider strategies to address them
    • Possesses functional and operational knowledge of information management and digital technology in the support of the online and professional continuing ed enterprise
      • Students will understand the role of technology in managing the funnel and the various systems employed in the process.
    • Manages overall operational resources (people, space, and money) for the purposes of achieving optimal organizational performance
      • Students will have an understanding the roles related to enrollment management and of the pros and cons of various organizational models and resource options