Day/Meeting Location

Time

Topic

Speaker

May 14, 2019

Tuesday

  

San Rafael

1:00 – 4:00
Corporate Partner Set up
 

Grand Foyer

4:00 – 6:00

Conference Registration 
 

San Rafael

5:30 – 6:00

Corporate Partner meeting

 

 

 

 

 

May 15, 2019

Wednesday

  

San  Rafael

7:30 – 8:30

Breakfast
 

Grand Foyer

7:30 – 8:30

Registration

 

Santa Ynez

8:30 – 9:00

Presidents Welcome & Opening Remarks

Ruth Sharp, President

General Session

Santa Ynez

9:00 – 10:15

Key Note Speaker – Bridging Generational Gaps

Meagan is known as a "Generational Humorist" and challenges her audiences to think differently and act decisively when dealing with multiple generations. Learn from Meagan what you can do now to make the most of each generation in your workplace!

Meagan Johnson

San Rafael

10:15 – 10:45

Break with Corporate Partners

 

Concurrent Panel

Santa Ynez

10:45 – 11:45

Transitioning to a Cashless Environment

Is your school stuck in-between? Learn about tools and techniques that have helped other schools that are transitioning to a Cashless Environment.

Dena Zlatunich, Stanford

Presentation

Concurrent Panel

Sierra Madre North

 

 

10:45 – 11:45
International Student Outreach, Payment and Collection

Traveling to the US for education is challenging enough, paying for it shouldn’t be. With international student populations becoming an increasingly integral part of universities’ well-being, it’s more important than ever to be equipped with the knowledge and tools needed for secure and painless payments. Hear from our university partners along with Flywire about the importance of effective international student outreach, tips for facilitating payments and avoiding increasingly common fraud, and effective strategies for collection.

Paul Boston, Flywire
Luisa Serna, Associate Director, Student Financial Services, University of San Diego

Nancy Doan, Director of Budget & Administration, Student Academic Support Services, UCSB

Erik Williams, International Student Programs Coordinator, International Students & Scholars, UCSB

Presentation

Plaza del Sol

11:45 – 1:00

Lunch

 

Concurrent Session

Santa Ynez

1:00 – 2:00

Collections 101: Back to Basics

(A Day in the Life of a Collection Specialist) If you are a first time collection specialist or would just like a refresher on a new perspective, join our specialists to hear how they get the job done!

Dominic Queirolo, Associate Vice President of Operations, ConServe

Presentation

Concurrent Session

Sierra Madre North

1:00 – 2:00

Third-Party Billing Strategies and Solutions

Discover how other universities are managing their Third Party Billings. Government, international, and privately sponsored students should represent an opportunity for your campus — not extra paperwork for your business office. Join us as we explore how best to utilize technology. Also, gain valuable tricks and tips that will allow you to actually take a coffee break!! Streamlining processes will enable your receivables to roll right in and help that bottom line.

Robyn Bongartz, Wichita State University


Leena Abonasser, UC San Diego


Carol Imper, Santa Clara University

Presentation

San Rafael

2:00 -2:30

Break with Corporate Partners

 

Concurrent Session

Santa Ynez

2:30 -3:30

A Little Nudge Goes a Long Way

This session will explore the why, how, and when of nudge theory. A case study from Indiana University will demonstrate how a simple letter nudged students toward better borrowing habits. Finally, we’ll discuss guidelines and ideas for utilizing nudge theory at your campus. Attendees will come away from this session with:

1. A practical understanding of nudge theory and its role in financial education programming

2. Tips and ideas from the Indiana University case study

3. A guide to creating nudge-based financial education initiatives

Carissa Uhlman, Vice President of Student Success Inceptia

Phil Schuman, Director of Financial Literacy Indiana Univeristy

Presentation

Concurrent Session

Sierra Madre North

2:30 -3:30
Smart Orientation

Do you want to get more from your orientation programs?   Do you wish there was a better way to deliver your message?  This session may help you address these questions. Hear from two schools who are embracing the idea of smart orientations.  The University of Washington is successfully hosting 120 smart orientations annually and has increased their reach by 35%.  On the other end of the spectrum is the University of California San Diego who has begun developing their program.  Their experiences may inspire you!

Jared Church, UC San Diego and Marisa Martin, University of Washington

Presentation

 

3:30– 3:45

Transition Break

 

Concurrent Session

Santa Ynez

3:45 – 5:00

Birds of a Feather: Collections

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.

This discussion is sponsored by Flywire and will be facilitated by the PacWest SFS Committee

Discussion facilitated by PacWest SFS Committee

Concurrent Session

Sierra Madre North

3:45 – 5:00

Birds of a Feather: Cashiers

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.

This discussion is sponsored by Flywire and will be facilitated by the PacWest SFS Committee

Discussion facilitated by PacWest SFS Committee

Reception

Rotunda

5:30 - 6:15

PacWest SFS Hosted Reception

 

Dinner

Reagan Room

6:15 - 8:00

PacWest SFS Hosted Dinner

 

May 16, 2019

Thursday

  

Round House Restaurant

7:30 -8:30

Breakfast

 

Santa Ynez

8:30 – 9:00

General Remarks

 

General Session

Santa Ynez

9:00 – 10:00

Department of Education Regulatory Issues

Updates including FCC, Prosper Act, Perkins Access, FISAP, TCPA and other  regulatory  issues.

Harrison Wadsworth, Executive Director, COHEAO

Presentation

San Rafael

10:00 – 10:45

Break with Corporate Partners

 

General Session

Santa Ynez

10:45– 12:00Let It Go! Understanding Debt Settlement

Attorney Chad Echols educates us on why we should settle our debt! Information includes: How to set up a policy, Communication, and Payment arrangements. Chad will also provide information on new California Assembly Bill 3212 and 1526 regulations.

Chad V. Echols, Attorney
The Echols Firm, llc

Plaza del Sol

12:00 – 1:00

Lunch

 

General Session

Santa Ynez

 

1:00 – 2:00

Student Financial Wellness: The Impact of Credit Reporting

Do your students understand the components of credit report or how it may impact them? Do they know what a FICO score is used for? Or their credit mix of the score? Hear from Caltech Employee Federal Credit Union Specialist to understand these important concepts and how to share this information with your students.

Pattyl Aposhian,

Vice President Marketing and Development, Caltech Employee Federal Credit Union (CEFCU)

Presentation

 

2:00 – 2:15

Transition Break

 

General Session

Santa Ynez

2:15 – 3:15

Supporting Our Veterans

Veteran students are a unique population, and sometimes we struggle with ways to best assist them.

Come hear from an actual veteran about serving those who have served.

Dr. Villalobos will address the certification process as well as additional resources.

Blas Villalobos, Chapman University

Presentation

San Rafael

3:15 – 3:45

Break with Corporate Partners
 

Concurrent Session

Santa Ynez

 

3:45 – 4:45

Fraud Prevention

No one wants an occupation of jail inmate. Become aware of the impact fraud has on your organization, understand the latest fraud risks affecting you, identify methods that will help mitigate your fraud risks and gain a deeper understanding of the risks and consequences of insider theft of sensitive information

Brenda Scherer, CPA
National Director of Student Financial Aid, Higher Education
CLA (CliftonLarsonAllen LLP)

Presentation

Concurrent Session

Sierra Madre North

3:45 – 4:45

Cross Training to Enhance Team Performance

Attendees will leave with ideas and examples of how a higher education organization has implemented cross training and proactive strategies to:  streamline processes, gain staff buy in to new processes and training, and build strategic partnerships across campus to find efficiencies.

Amanda Bierbrauer, MBA, CPFM;  Portland State University Director of Student Financial Services, The Financial Wellness Center & Interim Director of Financial Aid and Scholarships
 

Presentation

Free Time

5:00

Dinner on your own to explore the Santa Barbara area

 

May 17, 2019

Friday

  

Round House Restaurant

7:30 – 8:30

Breakfast

 

Santa Ynez

8:30 - 9:00

Opening remarks

Ruth Sharp, President

General Session

Santa Ynez

9:00 – 10:00

Composure in the Midst of Chaos: Intervention Strategies for Difficult Persons

We look forward to an engaging and helpful presentation from our Santa Barbara guest school. In this session you will learn to:

  • Increase awareness of self and self-control in difficult situations
  • Understanding the mindset of fearful, frustrate, manipulative, and aggressive non-affiliates
  • Learn communication tools to de-escalate difficult situations
  • Responding to a colleague who needs help
  • Guidelines for when to ask for assistance from a colleague, supervisor, and the police

Turi Honegger, Ph.D. Clinical Director; Psychologist UCSB

Presentation

 

10:00 – 10:30

Transition Break/Check Out

 

Santa Ynez

10:30 – 11:30

Open Forum: Ask an Attorney

Here is your chance to ask an attorney all of your collection related questions

Chad V. Echols, Attorney
The Echols Firm, llc

Santa Ynez

11:30 – 11:45

Closing Remarks

Ruth Sharp, President

 

11:45

Conference Concludes