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

 

 

8:30 – 9:00

Presidents Welcome & Opening Remarks

Ruth Sharp, President

General Session

 

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

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.

Marisa Martin, University of Washington

Concurrent Panel10:45 – 11:45
International Student Outreach, Payment and Collection

Visit with our university partners to find out how they use Flywire to assist with international student outreach, as well as manage international payment and collection.

Paul Boston, Flywire
Leena Abonasser, UC San Diego

 

11:45 – 1:00

Lunch

 

Concurrent Session

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

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

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

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

 

3:30– 3:45

Transition Break

 

Concurrent Session

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.

Allianz Global Assistance Tuition Insurance – Bronze Level Corporate     Partner
and University Partner

Concurrent Session

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.

Blackboard Transact – Bronze Level  Corporate Partner
and University Partner

Dinner

5:30

PacWest SFS Hosted Dinner

 

May 16, 2019

Thursday

  

 

7:30 -8:30

Breakfast

 

 

8:30 – 9:00

General Remarks

 

General Session

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 Session10:45– 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

 

1:00 – 2:00

Student Financial Wellness: The Impact of Credit Reportin

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.

Caltech Employee Federal Credit Union Specialist
 

2:00 – 2:15

Transition Break

 

General Session

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

 

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

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

 

 

8:30 - 9:00

Opening remarks

Ruth Sharp, President

General Session

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

 

 

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

 

11:30 – 11:45

Closing Remarks

Ruth Sharp, President

 

11:45

Conference Concludes