Day/Meeting Location

Time

Topic

Speaker

May 12, 2020

Tuesday

  

 

4:00 – 6:00
Corporate Partner Set up
 

 

4:00 – 8:00

Conference Registration 
 

 

5:30 – 6:00

Corporate Partner meeting

 

 

 

 

 

May 13, 2020

Wednesday

  

 

7:30 – 8:30

Breakfast
 

 

7:30 – 8:30

Registration

 

 

8:30 – 9:00

Presidents Welcome & Opening Remarks

 

General Session

 

9:00 – 10:15

Navigating Future Change

Jody Urquhart

 

10:15 – 10:45

Break with Corporate Partners

 

General Session

 

10:45 – 11:45

Regulation Update

Barbara Hoblitzell

 

 

11:45 - 1:00

 

Lunch

 

General Session

1:00 - 2:00

The Impact and How to Manage AB 1313

Robert Schuerger, Schrueger Law & School Representative TBD

 2:00 - 2:30Break with Corporate Partners 

Concurrent Session

 

2:30 – 3:30

Business Office I – Customer Service, Policy & Procedures, University Resources, Outreach

Megin Soriano, Caltech & Marisa Martin, UW

Concurrent Session

 

2:30 – 3:30

Business Office II – Cash Management, Rules of Federal Dollar, R2T4, Confidentiality, Record Retention
 

Robyn Bongartz, WSU & April Ewing-Miles, USC

 

3:30 - 3:45

Transition Break

 

Concurrent Session

 

3:45 - 5:00

Self-Renew in Change and Build Resilience

Jody Urquhart

Concurrent Session

 

3:45 - 5:00

Roundtable: Best Practices for Cashiering Operations

Shay Holmes, SFSU

Reception

 

5:30 - 6:15

PacWest SFS Cocktail Reception

 

Free Time

 

6:15 

 

 

May 14, 2020

Thursday

  

 

7:30 -8:30

Breakfast

 

 

8:30 – 9:00

General Remarks

 

Concurrent Session

 

9:00 – 10:00

Managing the Collection Cycle

TBD

Concurrent Session9:00 – 10:00Succession Planning and Change Management

TBD

 

10:00 – 10:30

Break with Corporate Partners

 

Concurrent Session

 

10:30 – 11:45COHEAO Update

Lori Hartung, President

Concurrent Session10:30 - 11:45Transitioning Away from Federal Perkins

Chris Stompanato, ECSI

 

11:45 – 1:00

Lunch

 

Concurrent Session

 

 

1:00 – 2:00

Student Success

Lindsay Romasanta, UCSD

Concurrent Session1:00 – 2:00

Effectively Managing Student Accounts and Collections Towards Institutional Success

Student Accounts department is critical in helping colleges and universities to get a grip on Accounts Receivable, improve institutional bottom line, increase retention and safely navigate economic uncertainty. This session will focus on the role of Student Accounts in safeguarding financial well-being of the university and on effective management, best practices, monitoring and analyzing Accounts Receivables and Collections, meaningful metrics and shifting institutional focus to AR centric collaborative model. We’ll go over proactive controls over data accuracy and integrity, measures to minimize preventable receivables, policy and procedural decisions, collections methodology and tips and using technology tools for greater departmental efficiency.

Ilia Moldavski, Brandman University

 

2:00 – 2:15

Transition Break

 

Concurrent Session

 

2:15 – 3:15

Effective Leadership, How to Promote Staff Retention and Development

Marisa Martin, UW & Shay Holmes, SFSU

Concurrent Session2:15 – 3:15Creating a Culture of Financial Wellness

Dena Zlatunich, Stanford

 

3:15 – 3:45

Break with Corporate Partners
 

General Session

 

 

3:45 – 5:00

Attorney Update

Chad Echols

Dinner

 

5:30 - 6:30

PacWest SFS Hosted Dinner

 

Casino Night

6:30 - 9:45

DJ & Gaming Tables

 

May 15, 2020

Friday

  

 

7:30 – 8:30

Breakfast

 

 

8:30 - 9:00

Opening remarks

 

Concurrent Session

 

9:00 – 10:00

Birds of a Feather Banner & Peoplesoft

Dena Zlatunich, SU & Robyn Bongartz, WSU

Concurrent Session9:00 – 10:00Birds of a Feather Colleague, Workday, homegrown, etc.

April Ewing-Miles, USC & Marisa Martin, UW & Carol

 

10:00 – 10:30

Transition Break/Check Out

 

General Session

10:30 – 11:30

NACHA Secure Payment and PCI Compliance

John McElroy, TouchNet & Martha Wilson, (school TBD)

 

11:30 – 11:45

Closing Remarks

 

 

11:45

Conference Concludes