2017 Conference
Conference Schedule
Day | Time | Topic | Speaker |
May 16, 2017
| Tuesday |
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| 4:00–8:00 | Corporate Partner Set Up |
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| 4:00–6:00 | Registration |
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| 6:00–6:30 | Corporate Partner Meeting |
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May 17, 2017 | Wednesday |
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| 7:00–9:00 | Breakfast |
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| 7:00–8:45 | Registration |
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| 9:00– 9:15 | Presidents Welcome & Opening Remarks ► Theater Room | Denise Burt, Santa Clara |
General Session | 9:15–10:30 | Keynote Speaker - Leading with Authentic Purpose ► Theater Room Refocusing on the “why” of our lives and work can radically transform every "thing" that we do as people and student financial services organizations on a daily basis. When we live, lead, and work with authentic purpose, we can transform own work and the experiences of everyone who interacts with us. By focusing on the psychological power and research on the effects of a compelling common purpose, Zach will empower participants with tools to design and deliver purposeful experiences that serve our stakeholders and leave us feeling more engaged and satisfied in our work. | Zach Mercurio - Keynote Speaker |
Break | 10:30-10:45 | Break with Corporate Partners |
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Panel | 10:45-12:00 | Parent and Student Panel - Join students and parents from the local colleges and universities for an honest and engaging Q&A session. This is an opportunity to gain insight into the kind of business service our customers truly need to feel successful. We learn best from our customers so bring your questions and be prepared to learn. Our stakeholders are important so don't miss out on this exciting session! |
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| 12:00-1:00 | Lunch |
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General Session | 1:00-2:00 | Beyond Politically Correct: The Importance of Inclusion ► Theater Room Diversity and inclusion are more than just buzzwords used in higher education. This session will explore the differences between being “politically correct” and inclusive. Participants will gain valuable tips on how to foster a culture of inclusion. | Sarina Loeb, Cal State Northridge |
Concurrent Session | 2:10-3:10 | Social Engineering: Identification, Mitigation, Impacts, and Response ► Theater Room Threats in the physical and cyber spaces are rapidly converging. In the expanding asymmetric landscape of cyberspace, everyone is responsible for the protection of critical information, systems, and safety. Threat actors consistently seek to gain access to our most sensitive and protected data…and the #1 method to gain initial access to conduct nefarious activities is the employment of social engineering tactics. Social Engineering leverages a variety of tools to manipulate their targets and exploit vulnerabilities inherent in the nature of interpersonal interaction, sometimes with devastating consequences. Effectively meeting and mitigating this threat requires an understanding of social engineering, its various forms, and potential impacts is essential. In this session, StratumPoint dives into the spectrum of social engineering tactics and forms currently employed how to identify them, and how to defend against them. With a focus on interactivity and an eye on your specific work environment, StratumPoint provides detailed examples of the latest social engineering attack vectors as well as discussion on the future direction and how to prepare. | Steve Hinton, StratumPoint |
Concurrent Session | 2:10-3:10 | Rethinking Student/Customer Service ► Magnolia Room This session will be reviewing APU'S journey, from development and implementation of a new service model, to their current experiences as the One Stop team continues to evaluate customer needs to provide the highest level of service. | Angie Di Claudio & Naomi Spinella, Azusa Pacific University |
Break | 3:15–3:45 | Break with Corporate Partners |
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Concurrent Session | 3:45–4:45 | Understanding the VA Process from a Veterans Affair representative ► Magnolia Room | Brandon Hawkins and William Jones, Veterans Affairs |
Concurrent Session | 3:45–4:45 | Title IV Program Update ► Theater Room This session will focus on Title IV Programs, with emphasis on the Perkins Loan Program and the fight to keep it alive, as well as related discussions around HEA reauthorization, college costs and the rise in student debt. | Wes Huffman, COHEAO |
| 5:30–6:30 | Wine Reception ► The Olive Garden Area |
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| 6:30–8:00 | Dinner at Estancia |
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May 18, 2017 | Thursday |
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| 7:00-8:30 | Breakfast |
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| 8:30–8:45 | Opening Remarks ► Theater Room |
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General Session | 8:45-9:45 | Re-Energizing Yourself at Work: Awakening Purpose ► Theater Room Maintaining clarity of our purpose at work can be powerful. This workshop takes participants on a reinvigorating journey toward practically using their purpose every day to re-energize themselves at work, particularly when work becomes stressful. Participants will learn transformational practices such as mindfulness, “job crafting,” and re-framing that have been shown to contribute to lower stress and higher job satisfaction. Workshop participants will also learn how to foster a meaningful work culture among their co-workers. | Zach Mercurio - Keynote Speaker |
Break | 10:00-10:30 | Break with Corporate Partners |
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General Session | 10:30-11:45 | Avoiding Collection Issues, Cease & Desist Notifications ► Theater Room | Chad Echols, The Echols Firm |
| 11:45-1:00 | Lunch |
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General Session
| 1:00–2:00 | An Outlook on Federal Activities Impacting Student Financial Services ► Theater Room This session will cover updates on CFPB and FCC, as well as the Treasury/IRS issues such as cash management rules and the proposed changes in 1098-T reporting. | Wes Huffman, COHEAO |
| 2:00–2:15 | Transition Break |
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Concurrent Session | 2:15–3:15 | EMV Checkup: To Chip or Not to Chip? ► Theater Room Another year has passed and how much has changed in the world of credit card acceptance? Are we really further along in accepting EMV chip cards from where we were last year? What are the risks with putting tape over that EMV chip slot and going forth accepting only swipe? During this session, Matt will discuss where the University of the Pacific stands in regards to credit card acceptance and EMV deployment as well as where the industry as a whole is currently trending. | Matt Camino, University of the Pacific |
Concurrent Session | 2:15–3:15 | Choosing a Financial Literacy Program to Meet Your Needs ► Magnolia Room Join Rosemary and Ruth as they share different types of financial literacy programs. Participate in a fun financial literacy game. Explore student s differing levels of needs. Determine which program will best fit your student’s needs. | Rosemary Martinez-Kepford, ECMC and Ruth Sharp, Caltech |
Break | 3:15–3:45 | Break with Corporate Partners |
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Concurrent Session | 3:45–4:45 | Proposed CFPB Rulemaking and the Effects on Your Collections ► Theater Room | Corporate Partners - James Jones (Reliant), Corky Mobley (Coast) |
Concurrent Session | 3:45-4:45 | Best Practices Bursar/Cashiering ► Magnolia Room Join us as we explore disenrollment, student holds, refunding policies, medical withdraws, and more. Here we will discuss our creative solutions to these common Bursar and Cashiering practices. We will gain insight from our colleagues as we discover what others are doing at their college/university.
| Garrett Terrones-Pitzer Collge, Jared Church-UC San Diego Facilitators |
| 5:00–6:00 | Wine Reception ► The Olive Garden Area |
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| 6pm | Evening on your own to explore lovely La Jolla or San Diego |
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May 19, 2017 | Friday |
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| 7:00-8:30 | Breakfast |
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General Session | 8:30-9:30 | Best Practices Collections - including: Non Federal Master Promissory Notes for AR, How UDAAP Applies To The University Campus ► Theater Room This session will focus on three key aspects of collecting your student debts while maintaining a great relationship with your students. Come hear Best Practices in creating and implementing financial responsibility agreements. We will also review how UDAAP applies to campuses including how to determine whether an act or practice is unfair, deceptive or abusive, the limitations of these categories and mitigating risk as the regulatory environment continues to evolve. Finally, how to maximize recoveries including but not limited to properly overcoming objections, improving skip tracing results and maximizing contact with your students. | Brian Hill, General Revenue Corp. |
Break | 9:30-10:00 | Transition Break/Check out |
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General Session | 10:00-11:30 | Open Forum to Ask An Attorney ► Theater Room | Chad Echols, The Echols Firm |
| 11:30-12:00 | Election & Business Meeting ► Theater Room | PacWest Committee |
| 12:00pm | Conference Concludes |
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