2015 Conference

10:00am- 11:00am

Conference Registration

Second Floor

11:00am-11:15am

Welcome and Opening Remarks

Denise Burt, Santa Clara University

11:15am-12:15pm

Over in 80 seconds: The Challenge of Preventing School Shootings

Chief Glavin, CSU Northridge

Active shooter incidents inflict horrific casualties in rapid motion and usually before police and first responders arrive on the scene. Learn how to survive a possible worst case scencario in this session. Chief Glavin will cover the nature of the active shooter, the change in police tactics and what you need to know about the characteristics of these situations and recognizing red flag warnings in persons of concern.

Presentation

12:15pm-1:15pm

Lunch

1:15pm-2:15pm

Financial Systems and Customer Service

Tammy Logan, Cal Poly, San Luis Obispo

When your financial systems fall short of customer expectations, how do you compensate? Do you increase customer service? Can you afford to or can you afford not to? This session will focus on Tammy's "learn by doing" customer service experience during an implementation of new payment options that resulted in customer confusion and dissatisfaction. Tammy will share tips on setting customer service standards, motivating staff, and understanding difficult customers.

2:15pm-2:25pm

Transition Break

2:25pm-3:15pm

Peer Panel

We learn best from each other! This interactive session will provide you with a chance to ask, "How do you do it?" and to share information on best practices and operational efficiencies.

3:15pm-3:45pm

Break with Partners

Second Floor

3:45pm-5:00pm

Department of Education Update

Gail McLarnon, U.S. Department of Education

The hot topic is the status of the Perkins Loan Program. Attend and learn about upcoming changes and how they will affect your institution. The most up-to-date information related to federal student aid programs will be presented by the Department of Education. You have lots of questions and here is your opportunity to get answers.

Presentation

5:30pm-6:30pm

Hosted Reception

6:30pm

Dinner

7:00am-8:30am

Breakfast

8:30am-9:00am

Opening Remarks

Denise Burt, Santa Clara University

9:00am-10:15am

Character Counts!

Michael Josephson - Keynote Speaker

Michael Josephson motivates audiences in all industries with his powerful and engaging presentations. Come listen to this refocus on moral compass and how it is affecting students and beyond.

10:15am-10:45am

Break with Partners

Second Floor

10:45am-12:00pm

Student Panel

Don't miss this popular session where we will hear first hand from a panel of students as they answer questions about their college experience, service, and ideas for improvement. Submit your questions when you register for the conference!

12:00pm-1:00pm

Lunch

1:00pm-1:50pm

Mobile Payment Solutions/EMV

Matt Camino, University of the Pacific & Steve Woods, Cal Lutheran University

As campus departments are looking to engage in mobile payments more than ever before, find out how other campuses utilize eStores. Also, learn how to create a safe and successful solution that meets new EMV regulations and PCI-DSS standards.

Presentation

1:50pm-2:00pm

Transition Break

2:00pm-3:00pm

VA/Chap 33

Jenn Zimmerman, California Lutheran University

Learn how to get VA program up and running or just how to create new efficiencies in your current program. Jenn, a former VA student turned VA Program Administrator, deconstructs the processes she has used to grow the program at Cal Lutheran.

Presentation

3:00pm-3:30pm

Break with Partners

Second Floor

3:30pm-4:30pm

Information Security/Data Security/Counterfeit Detection 

Robert Henry, Santa Clara 

This session examines how to identify what information needs to be protected in your office, how to identify who has access to that information, and how to protect it.

1:00pm-1:50pm

International Collections/Risks/Resources

Bob Putich, Western Washington University

This session will provide information on best practices for servicing our international student population. Learn about the resources available that help reduce bad debt and improve your institution's bottom line.

Presentation

1:50pm-2:00pm

Transition Break

2:00pm-3:00pm

Bankruptcy

Chad Echols

Listen in as Chad reviews the current bankruptcy climate and how it affects your institution's bad debt, student loans, and Title IV refunds.

Presentation

3:00pm-3:30pm

Break with Partners

Second Floor

3:30pm-4:30pm

TIVAS, Loan Consolidation for DOE

Carl Casey

The what, where, how, when and why of the Total and Permanent Disability Discharge application cycle and Perkins Loan HOlder Notification files.

Presentation

5:30pm

Dinner

7:00am-8:30am

Breakfast

8:30am-8:45am

Opening Remarks & Business Meeting

Denise Burt, Santa Clara University

8:45am-10:00am

Legal Hot Topics/MPN for Tuition

Chad Echol

Chad is a conference presenter favorite! Come join his session about the current legal status of the collection industry; TCPA, CFPG, FDCPA, and FDCPA litigation and trends.

Presentation

10:00am-10:15 am

Transition Break

10:15am-11:15am

The CFPB and Student Loans

Stefanie Jackman, Ballard Spahr

The Consumer Financial Protection Bureau continues to be very active with respect to private student lending. Institutions need to know how this affects their operations and ensure they are compliant. Stephanie will explore a number of important topics impacting this industry, including the hot areas in student loan regulatory compliance, lessons learned from recent consent orders and enforcement actions, the stuatus of a possible QM-Type rule for student loans, and third party provider oversight.

Presentation

11:15am-Noon

Raffle and Business Meeting