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 - 2:30 | Break 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 Session | 9:00 – 10:00 | Succession Planning and Change Management | TBD |
| 10:00 – 10:30 | Break with Corporate Partners |
|
Concurrent Session
| 10:30 – 11:45 | COHEAO Update | Lori Hartung, President |
| Concurrent Session | 10:30 - 11:45 | Transitioning Away from Federal Perkins | Chris Stompanato, ECSI |
| 11:45 – 1:00 | Lunch | |
Concurrent Session
| 1:00 – 2:00 | Student Success | Lindsay Romasanta, UCSD |
| Concurrent Session | 1:00 – 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 Session | 2:15 – 3:15 | Creating 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 Session | 9:00 – 10:00 | Birds 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 |
|