Day/Meeting Location

Time

Topic

Speaker

May 14, 2019

Tuesday

  
 1:00 – 4:00
Corporate Partner Set up
 

 

4:00 – 6:00

Conference Registration 
 

 

5:30 – 6:00

Corporate Partner meeting

 

 

 

 

 

May 15, 2019

Wednesday

  

 

7:30 – 8:30

Breakfast
 

 

7:30 – 8:30

Registration

 

Santa Ynez

8:30 – 9:00

Presidents Welcome & Opening Remarks

Ruth Sharp, President

General Session

Santa Ynez

9:00 – 10:15

Key Note Speaker – Bridging Generational Gaps

Meagan is known as a "Generational Humorist" and challenges her audiences to think differently and act decisively when dealing with multiple generations. Learn from Meagan what you can do now to make the most of each generation in your workplace!

Meagan Johnson

 

10:15 – 10:45

Break with Corporate Partners

 

Concurrent Panel

Santa Ynez

10:45 – 11:45

Transitioning to a Cashless Environment

Is your school stuck in-between? Learn about tools and techniques that have helped other schools that are transitioning to a Cashless Environment.

Kelly Takahashi, Stanford

Concurrent Panel

Sierra Madre North

 

 

10:45 – 11:45
International Student Outreach, Payment and Collection

Traveling to the US for education is challenging enough, paying for it shouldn’t be. With international student populations becoming an increasingly integral part of universities’ well-being, it’s more important than ever to be equipped with the knowledge and tools needed for secure and painless payments. Hear from our university partners along with Flywire about the importance of effective international student outreach, tips for facilitating payments and avoiding increasingly common fraud, and effective strategies for collection.

Paul Boston, Flywire
Leena Abonasser, UC San Diego

 

11:45 – 1:00

Lunch

 

Concurrent Session

Santa Ynez

1:00 – 2:00

Collections 101: Back to Basics

(A Day in the Life of a Collection Specialist) If you are a first time collection specialist or would just like a refresher on a new perspective, join our specialists to hear how they get the job done!

ConServe - Gold Level Corporate Partner
University Representative

Concurrent Session

Sierra Madre North

1:00 – 2:00

Third-Party Billing Strategies and Solutions

Discover how other universities are managing their Third Party Billings. Join in Q&A to share your tips as well!

Robyn Bongartz, Wichita State University
Mark Adams, UC San Diego
Carol Imper, Santa Clara University

 

2:00 -2:30

Break with Corporate Partners

 

Concurrent Session

Santa Ynez

2:30 -3:30

Nudge Theory

Learn the art of the Nudge Theory, another way to communicate with your students.

Elena Larson, CSU Sacramento

Concurrent Session

Sierra Madre North

2:30 -3:30
Smart Orientation

This session will share proactive tools such as webinars, advance learning materials, etc that you can incorporate to improve the orientation experience for your students.

Jared Church, UC San Diego and Marisa Martin, University of Washington

 

3:30– 3:45

Transition Break

 

Concurrent Session

Santa Ynez

4:00 – 5:00

Birds of a Feather: Collections

Join your shared interest group for an informal open discussion on the topics that mean the most to you. Get help solving that nagging problem, or share a solution that has worked for your campus.

The sessions will be facilitated by a campus representative and corporate partner.

Discussion facilitated by PacWest SFS Committee

Concurrent Session

Sierra Madre North

4:00 – 5:00

Birds of a Feather: Cashiers

Join your shared interest group for an informal open discussion on the topics that mean the most to you. Get help solving that nagging problem, or share a solution that has worked for your campus.

The sessions will be facilitated by a campus representative and corporate partner.

Discussion facilitated by PacWest SFS Committee

Dinner

5:30

PacWest SFS Hosted Dinner

 

May 16, 2019

Thursday

  

 

7:30 -8:30

Breakfast

 

Santa Ynez

8:30 – 9:00

General Remarks

 

General Session

Santa Ynez

9:00 – 10:00

Department of Education Regulatory Issues

Updates from The Hill, including FCC, Cash Management changes, and 1098T updates

Barbara Hoblitzell, Department of    Education

 

10:00 – 10:45

Break with Corporate Partners

 

General Session

Santa Ynez

10:45– 12:00Let It Go! Understanding Debt Settlement

Attorney Chad Echols educates us on why we should settle our debt! Information includes: How to set up a policy, Communication, and Payment arrangements. Chad will also provide information on new California Assembly Bill 3212 and 1526 regulations.

Chad V. Echols, Attorney
The Echols Firm, llc

 

12:00 – 1:00

Lunch

 

General Session

Santa Ynez

 

1:00 – 2:00

Student Financial Wellness: The Impact of Credit Reporting

Do your students understand the components of credit report or how it may impact them? Do they know what a FICO score is used for? Or their credit mix of the score? Hear from Caltech Employee Federal Credit Union Specialist to understand these important concepts and how to share this information with your students.

Pattyl Aposhian,

Vice President Marketing and Development, Caltech Employee Federal Credit Union (CEFCU)

 

2:00 – 2:15

Transition Break

 

General Session

Santa Ynez

2:15 – 3:15

Supporting Our Veterans

Veteran students are a unique population, and sometimes we struggle with ways to best assist them.

Come hear from an actual veteran about serving those who have served.

Dr. Villalobos will address the certification process as well as additional resources.
Blas Villalobos, Chapman University
 3:15 – 3:45
Break with Corporate Partners
 

Concurrent Session

Santa Ynez

 

3:45 – 4:45

Fraud Prevention

This session will talk about mitigating risk of fraud in your Bursar Office.

Clifton, CPA Wichita, Kansas
Robyn Bongartz, Wichita State University

Concurrent Session

Sierra Madre North

3:45 – 4:45

Employee Engagement

Find the magic in understanding staff incentives and retention in this session by the Santa Barbara HR Specialist

Elena Larson, CSU Sacramento
and Santa Barbara HR Specialist

Free Time

5:00

Dinner on your own to explore the Santa Barbara area

 

May 17, 2019

Friday

  

 

7:30 – 8:30

Breakfast

 

Santa Ynez

8:30 - 9:00

Opening remarks

Ruth Sharp, President

General Session

Santa Ynez

9:30 – 10:00

Supporting Student Mental Wellness

We look forward to an engaging and helpful presentation from our Santa Barbara guest school on how the Student Financial Services Offices may best support Student Mental Wellness.

Santa Barbara Guest School

 

10:00 – 10:30

Transition Break/Check Out

 

Santa Ynez

10:30 – 11:30

Open Forum: Ask an Attorney

Here is your chance to ask an attorney all of your collection related questions

Chad V. Echols, Attorney
The Echols Firm, llc

Santa Ynez

11:30 – 11:45

Closing Remarks

Ruth Sharp, President

 

11:45

Conference Concludes