2024 Conference
"Elevating the Higher Ed Experience"
Keynote Speaker: Josh Schneider
Flip The Switch
In our rapidly changing work environment, understanding the key drivers of engagement and motivation is essential. This session goes deep into the core of what makes us tick, exploring the intersection between passion, hard work, and the quest for meaningful impact. Through insights on the shifting dynamics of remote/hybrid work attendees will discover strategies to harness the best from themselves and their team. This conversation promises to illuminate the path to a brighter, more productive future.
Conference Schedule
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Day/Meeting Location |
Time |
Topic |
Speaker |
May 14, 2024 |
Tuesday |
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Pasadena |
2:00 – 8:00 PM |
Corporate Partner Set up |
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Ballroom Foyer |
4:00 – 6:00 PM |
Conference Registration |
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Pasadena |
5:00 – 5:45 PM |
Corporate Partner meeting |
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May 15, 2024 |
Wednesday |
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Ballroom Terrace |
7:00 – 8:30 AM |
Breakfast |
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Mohave Learning Center (MLC) |
8:30 – 9:00 AM |
Welcome and Opening Remarks |
April Ewing-Miles University of Sourthern California |
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General Session Mohave Learning Center (MLC) |
9:00 – 10:30 AM |
Keynote - Flip the Switch In our rapidly changing work environment, understanding the key drivers of engagement and motivation is essential. This session goes deep into the core of what makes us tick, exploring the intersection between passion, hard work, and the quest for meaningful impact. Through insights on the shifting dynamics of remote/hybrid work attendees will discover strategies to harness the best from themselves and their team. This conversation promises to illuminate the path to a brighter, more productive future.
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Josh Schneider |
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Pasedena |
10:30 – 11:15 AM |
Corporate Partner Game |
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General Session Mohave Learning Center (MLC) |
11:15 – 12:15 PM |
2024-2025 FAFSA Changes Impacting Business Offices FAFSA Delays are causing an uproar at all campuses. Join us in a discussion about how to prepare for the long term effects that will need to be addressed through the upcoming Fall semester. Key leaders from Mount Saint Mary’s University and Marist College share insight and their campus strategic plans for meeting student needs while attaining financial goals. |
Susanna Nelson, Mount St. Mary Joe Weglarz, Marist La Royce Housley, Mount St. Mary |
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Ballroom Terrace
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12:15 – 1:30 AM |
Lunch |
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Concurrent Session Mohave Learning Center (MLC) |
1:30 – 2:30 PM |
Measuring Success in the Hybrid Work Environment Post COVID, many teams have shifted to a hybrid work model. As a newer model for higher education, leadership has had to adapt and find new ways to build collaboration and maintain a team environment while ensuring productivity. This session will cover key areas of measurement, tools and key questions, as well as discuss the challenges and benefits hybrid work brings.
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Amanda Bierbrauer, Flywire Rosemary Irvine, CSUN Kathleen Brown, University of Oregon Marisa Martin, University of Washington |
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Concurrent Session Pueblo |
1:30 – 2:30 PM
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Challenges with Medical Withdrawal and Refund Processes Colleges and Universities are dealing with the challenges of medical withdrawals and refund processes as mental health continues to spike and lead as the top medical reason for students to withdraw. How is higher education managing the increase in withdrawals while balancing compassion for students and staying compliant with their tuition refund withdrawal policy? Join us to discuss university trends and statistics and how we can help students get back on track and successfully graduate while complying with our withdrawal policies. |
Natalie Cardenas, Chapman Monique Gonzalez, Point Loma Derrick Shy, GradGuard |
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Pasadena |
2:30 - 3:00 PM | Break with Corporate Partners | |
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Concurrent Session Mohave Learning Center (MLC) |
3:00 – 4:00 PM |
Affordability in Higher Education - Financial Literacy and Domestic Payment Plans In today’s world, affording higher education is a real challenge, and students and families are steadfast in their search for resources to make the higher education experience more affordable. Likewise, colleges and universities are continuously exploring ways to offer flexible and practical affordability options that will help meet the financial needs of their students now while also equipping them with tools for the future. In this session, two universities discuss their approach to making higher education more affordable for their students and families which includes a heavy focus on financial education, payment plans, need based support and financial literacy. |
Shay Holmes, Stanford Joe Weglarz, Marist |
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Concurrent Session Pueblo |
3:00 – 4:00 PM |
Mitigating Financial Risks - International Students
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Stacy Sullivan, Flywire Monique Gonzalez, Point Loma Ileana Acevedo, UC Davis |
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General Session Mohave Learning Center (MLC) |
4:00 - 5:00 PM |
Payment Security PCI 4.0 - How Does it Impact Campuses? David will present about payment card fraud, the importance of protecting payment card data and protecting your payers and your institution. PCI DSS is a standard for protecting payment card data and is applicable to all entities accepting card payments. The session will look at some of the new requirements of PCI DSS v4.0 (effective March 2024) and some of the challenges and opportunities for campuses on the road to compliance. |
David Neild, Flywire |
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Dinner San Jacinto Jr. Ballroom or Outdoor Terrace |
5:30 PM |
PacWest Dinner |
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May 16, 2024 |
Thursday |
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Ballroom Terrace |
7:00 -8:30 AM |
Breakfast |
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Mohave Learning Center (MLC) |
8:30 – 9:00 AM |
Steering Committee Candidate Introduction |
PacWest Steering Committee
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General Session Mohave Learning Center (MLC) |
9:00 – 10:00 AM |
Washington Update COHEAO Board Member Karen Reddick will provide an update on higher education-related activity in Washington, D.C., covering the status of the Student Loan Industry. She will cover the makeup of our current congress and administration and their focus on Higher Ed. She will address the Department of Ed and CFPB activities related to student financial services. Karen will also review current COHEAO priorities and advocacy efforts, including an update on State Law Compliance. Karen will walk us through the status of AB1160 and what the future holds for this legislation. |
Karen Reddick, National Credit Management |
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Pasadena |
10:00 – 10:45 AM |
Corporate Partner Raffle |
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Concurrent Session Mohave Learning Center (MLC) |
10:45 – 11:45 AM |
Leadership Through Mentorship - Succession Planning, Best Practices, and Leadership Strategies Learn how to effectively mentor your staff to build a sustainable succession plan for your office. This session will identify successful leadership strategies targeted at various generations and experience levels, allowing you to cater to their preferred methods of learning and communication. You will learn how to approach leadership from a mentorship lens by applying the 10 guiding principles. You will also discover how to lead across to your peers and how to lead up to gain respect and opportunities while being your authentic self. |
Susanna Nelson, Mount St. Mary |
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Concurrent Session Pueblo |
10:45 – 11:45 AM |
Engaging New Students/Parents By Connecting the Dots As we face the enrollment cliff in higher education, we find ourselves having to be creative and create various outreach points to support our students. Join us in an interactive panel discussion on multiple projects across three universities to engage, retain, and assist students and parents. |
Rosemary Irvine, CSUN Erika Hernandez, University of Southern California Kathleen Brown, Oregon |
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Ballroom Terrace or Outdoors |
11:45 – 12:45 PM |
Lunch |
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General Session Mohave Learning Center (MLC)
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12:45 – 1:45 PM |
When Not If: The Realities of Cybersecurity in Higher Education Cybersecurity threats are on the rise and Higher Ed institutions are on the front lines. As malicious actors continue to get more sophisticated—having knowledge, awareness, and a response plan are the keys to keeping your campus out of the headlines. In this session, we will outline the latest cybersecurity threats and steps your campus can take to avoid a breach and stay one step ahead of malicious actors. We’ll also discuss the move to PCI-DSS v4.0 and the latest regulations and initiatives that pertain to cybersecurity in Higher Ed. |
Virgil Lloyd, Nelnet |
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General Session Mohave Learning Center (MLC) |
1:45 – 2:45 PM |
Collections on Higher Ed Debt With each passing year, the issues facing higher education debt and the collection industry seem to get more complex and challenging. This session will discuss recent developments throughout the country impacting the collection of college and university debt. From state laws, state regulators, federal regulators, and case law developments – the landscape is constantly shifting. Chad will provide updates that are timely and relevant to the higher education community. |
Chad Echols, Attorney Frost Echols, LLC |
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Pasadena |
2:45 – 3:30 PM |
Break with Corporate Partners |
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Concurrent Session Mohave Learning Center (MLC) |
3:30 – 4:30 PM |
Birds of a Feather - Peoplesoft 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. |
Rosemary Irvine, CSU Northridge |
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Concurrent Session Pueblo |
3:30 – 4:30 PM |
Birds of a Feather - Banner 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. |
Kathleen Brown, University of Oregon |
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Concurrent Session Chino
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3:30 – 4:30 PM |
Birds of a Feather - Workday and Other 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. |
Monique Gonzalez, Point Loma |
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Happy Hour
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4:30 - 5:30 PM |
Happy Hour - TBD |
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May 17, 2024 |
Friday |
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Date - Onsite Restaurant |
7:00 – 8:30 AM |
Breakfast |
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Mohave Learning Center (MLC) |
8:30 - 9:00 AM |
General remarks - Introduction of 2024/25 Board |
PacWest SFS Committee |
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General Session Mohave Learning Center (MLC) |
9:00 – 10:00 AM |
Ask the Attorney Here is your chance to ask an attorney all of your collection related questions |
Chad Echols, Attorney Frost Echols, LLC |
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10:00 – 10:30 AM |
Hotel Checkout |
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General Session Mohave Learning Center (MLC) |
10:30 - 11:30 AM
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The Impact of Artificial Intelligence in Higher Education Artificial Intelligence has the potential to transform our global economy and daily lives and, in turn, greatly impact Higher Education. In this session, we will provide an overview of AI and how it is reshaping Higher Ed for students, faculty and administrators. We will discuss the benefits, impacts, future state, and the role AI will play in the business office. This will be an engaging topic and interactive session where attendees can answer live polling questions. |
Virgil Lloyd, Nelnet Ben King, GradGuard
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General Session Mohave Learning Center (MLC) |
11:30 – 11:45 AM |
Closing Remarks |
PacWest Executive Committee |
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11:45 AM |
Conference Concludes |
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