DayTimeTopicSpeaker(s) LocationPresentation
May 10th, 2016Tuesday 
 4:00 - 9:00Corporate Partner Set Up
 4:00 - 6:00Registration   
 6:00 - 6:30Corporate Partner Meeting   
May 11th, 2016Wednesday    
 8:00 - 9:00Registration   
 9:00 - 9:15President's Welcome - Opening RemarksDenise Burt, Santa Clara UniversityAlpine BallroomPDF
 9:15 - 10:15

Giving and Receiving the Best Customer Service

Be they customers, co-workers or bosses,  the potential for volatile situations face us constantly. Because the way we handle them can affect retention, revenue, our reputation, our job and even our health, lets share useful strategies for dealing with difficult people and the situations they can create!

James Garrant, Lasell CollegeAlpine Ballroom


 10:15 - 10:45Break with Corporate Partners   
 10:45 - 11:45Interactive Student PanelQ & A with StudentsAlpine Ballroom 
 11:45 - 1:00Lunch Sun & Spa Deck Patio 
 1:00 - 2:15

Keynote Speaker

Dr. Hunter is a member of the faculty at the College Business Management Institute at the University of Kentucky, the Business Management Institute at the University of California, Santa Barbara, and The Snowmass Strategic Planning Institute in Snowmass, CO. His lively brand of leadership instruction is a great kick-off to our 2016 conference.

Dr. Jairy Hunter, President Charleston Southern UniversityAlpine Ballroom


Handout - PDF

 2:15 - 2:45Break with Corporate Partners   
C*2:45 - 3:45

Exploring Staff Recognition Opportunities

Tour the Sacramento State University staff recognition program that includes Leadership and Staff Peer Awards. The session will also highlight the Administration and Business Affairs Spotlight website which displays shared accomplishments and Thank You Blog.

Elena Larsen, CSU SacramentoAlpine BallroomPDF
C*2:45 - 3:45

Financial Literacy

Having difficulties getting your financial literacy program implemented? Come learn how to build a financial literacy program step by step using the Change Management Technique. This session will provide the participant with an outline to assess needs, communicate to management, reach out to customers, and implement a university financial literacy program.  Handouts of financial literacy resources, and a program building template will be provided to session participants. 

Ruth Sharp, CaltechEmigrant PeakPDF
 3:45 - 4:00Transition Break   
C*4:00 - 5:00

Consumer Financial Protection Bureau

With the increased scrutiny on student loan servicing, ever-increasing student debt levels and consumer protection, colleges and universities need to prepare themselves to deal with the potential for consumer complaints and inquiries from the Consumer Financial Protection Bureau.  In this session, Stefanie Jackman will review the top areas of concern for higher education institutions and will offer suggestions for protecting your college or university as well as your students.

Stefanie Jackman, Ballad-SpahrAlpine BallroomPDF
C*4:00 - 5:00

Institutional Loans


Institutional loans play an important role in filling financing gaps for many students. As campus-based aid, such loans are becoming even more critical given the uncertain future of the Perkins loan program. This session will offer tips on the many things that should be considered in putting together an institutional loan program on your campus.

Kristi Shintaku, Loyola Marymount University

Chris Stompanato, Heartland ECSI

Emigrant PeakPDF
 6:00 - 7:00Reception Sun & Spa Deck Patio 
 7:00 - 8:30Dinner (raffle-newbies) Cascade Restaurant  
May 12th, 2016Thursday    
 7:00 - 8:30Breakfast Cascade Restaurant 
 8:30 - 9:00Opening RemarksDenise Burt, Santa Clara UniversityAlpine Ballroom 
 9:00 - 10:00

Cloud Data Security

The savings and service improvement goals that drive moving student financial application from your local datacenter to the internet cloud are all for nothing, if the change in service becomes a trigger for loss of student personal data or money. Learn the key questions to ask when evaluating potential cloud services, best practices for implementation and operational pitfalls to avoid when student data moves to the cloud.

Kim Cary, Pepperdine UniversityAlpine Ballroom 
 10:00 - 10:30Break with Corporate Partners   
C*10:30 - 11:45

Department of Education & Perkins Update

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 ferderal student aid programs will be presented by the Department of Education. You have lots of questions and here is your opportunity to get answers.

Brian Smith, USDOEAlpine BallroomPDF
C*10:30 - 11:45

Leveraging eCommerce for Audit Controls

This session offers a run-down of examples of audit issues and the strategies used to investigate and correct them using eCommerce websites. Topics and solutions discussed include, Cash Handling, Separation of Duties, Asset Protection, PCI-DSS Compliance, and Reporting.

Steve Woods, CSU Northridge

Emigrant PeakPDF
 11:45 - 1:00Lunch Sun & Spa Deck Patio 
C*1:00 - 2:00

Perkins Loan Assignments

Although the Perkins Loan Program Extension Act of 2015 has provided an additional two years for the program, many institutions are considering how they will address the aged Perkins loans in their portfolios and whether or not assigning the loans to the Department of Education may be of benefit to them and their students.  This session will provide a review of both the advantages and disadvantages of assigning loans to the Department of Education and will give an overview of preparing assignment packages, including the new PLAS system for electronically submitting assignment information.

Rechelle Brown, Coast Partners & Flo Olney, CSU East BayAlpine BallroomPDF

The EMV Checkup

It's May 2016, let's get together and find out what's happening in the world of chip enabled debit/credit transactions. University of the Pacific's Director of eCommerce, Matt Camino, will discuss where his Univeristy is and where the industry as a whole stands in the post liability shift world. 

Matt Camino, University of the PacificEmigrant PeakPDF
 2:00 - 2:15Transition Break   
C*2:15 - 3:15

Title IV Refunding via Financial Aid

You think you are done, your student receives their Title IV refund from the college and you later learn they stopped attending. Financial aid funds are awarded to a student based on the assumption that a student will attend the entire period for which aid is awarded. Under the federal regulations, schools are required to return Title IV financial aid when a student withdraws or receives a failing grade.  This session will cover both Title IV refunding to the student and return of federal aid funds based on attendance. Federal policy, traditional and non-traditional refund schedule, and potential liabilities for both the student and the college will be discussed.

Cindy Tirado, Santa Clara University and Joe Weglarz, Marist CollegeEmigrant PeakPDF
C*2:15 - 3:15Operating Your Collection Department Like the ProsDiane Kemple, ConServe and Joe Thomas, CSU San MarcosAlpine BallroomPDF
 3:15 - 3:45Break with Corporate Partners   
 3:45 - 5:00

Statute of Limitations and TCPA

The regulatory environment in which we work and live continues to pose more and more pitfalls and challenges.  Mr. Echols will provide timely information on how the statute of limitations and Telephone Consumer Protection Act impact each of us, and how we can best protect our institutions from violations.

Chad Echols, The Echols Law FirmAlpine BallroomPDF
Corporate Partner Breakdown
 5:30 - 7:00Dinner Pavillion 
 7:15 - 9:15Entertainment Pavillion 
May 13th, 2016Friday    
 7:00 - 8:00Breakfast Cascade Restaurant 
 8:00 - 8:15Opening RemarksDenise Burt, Santa Clara UniversityAlpine Ballroom 
 8:15 - 9:30

Ask an Attorney

College and universities operate in a highly regulated environment.  This session is your opportunity to pose your questions to an attorney who is familiar with our industry and the laws that govern our operations.

Chad Echols, The Echols Law FirmAlpine Ballroom 
 9:30 - 10:00Transition Break   

Session I:

10:00 - 10:30

Peer-led Round Tables 

- GI Bill/Veterans Benefits - 3rd Party Sponsor Billing - 1098-T - COHEAO & Perkins Update

Led by Bob Putitch, Ruth Sharp, Flo Olney, Cindy Schick


Session II:

10:30 - 11:00

Peer-led Round Tables 

- GI Bill/Veterans Benefits - 3rd Party Sponsor Billing - 1098-T - COHEAO & Perkins Update

Led by Bob Putitch, Ruth Sharp, Flo Olney, Cindy SchickPavillion 
 11:00 - 12:00Election/Meeting Alpine Ballroom 
*Concurrent Sessions