2025 Conference Agenda
"Empowering Professionals in Higher Education "
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Day/Meeting Location |
Time |
Topic |
Presenter |
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May 13, 2025 |
Tuesday |
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2:00 – 7:00 PM |
Corporate Partner Set up |
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MarMonte lounge/patio |
4:00 – 6:00 PM |
Conference Registration |
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5:00 – 5:30 PM |
Corporate Partner Meeting |
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MarMonte lounge/patio |
6:00 – 7:00 PM |
Mixer with cocktails/appetizers |
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May 14, 2025 |
Wednesday |
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Pacific Ballroom |
7:30 – 8:00 AM |
Conference Registration and Continental Breakfast |
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8:00 – 8:30 AM |
Presidents Welcome, Opening Remarks & Board/ Corporate Sponsor Introductions |
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8:30 – 9:30 AM |
Washington Legislative Update |
Lori Hartung, ECSI/COHEAO |
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9:30 – 10:00 AM |
Corporate Partner Break |
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Concurrent |
10:15 – 11:00 AM |
Deep Dive into Student Financial Services for New SFS Professionals |
Panelists: Pacwest Committee - April Miles - USC, Kayla Dalton - Univ of LaVerne, Monique Gonzalez - Point Loma Nazarene University, Joe Weglarz-Marist University |
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Concurrent |
10:15 – 11:00 AM |
How to Stay Ahead of Compliance |
Panelists: Christy Blakney - Texas Tech University, Derrick Shy - GradGuard, James Jones - Reliant |
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11:00 – 12:00 PM |
Brunch |
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Pacific Ballroom |
12:00 – 1:00 PM |
Collection on Higher Ed Debt |
Attorney Chad Echols - Frost Echols, LLC |
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Concurrent |
1:15 – 2:15 PM |
Effective Management of Student Employment |
Panelists: Joe Weglarz - Marist University and Cheri Gallagher - Flywire |
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Concurrent |
1:15 – 2:15 PM |
How to Protect Against Identity Theft & Complying with Safeguarding Regulations |
Karen Reddick, National Credit Management/COHEAO |
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Break |
2:15 – 2:45 PM |
Corporate Partner Break |
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Pacific Ballroom |
2:45 – 3:45 PM |
Ask the Attorney |
Attorney Chad Echols - Frost Echols, LLC |
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4:30 PM |
PacWest Dinner |
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May 15, 2025 |
Thursday |
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7:30 – 8:30 AM |
Breakfast |
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8:30 – 9:00 AM |
General Remarks & Committee Member Candidate Introductions |
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Concurrent |
9:15 – 10:15 AM |
FAFSA and FVT Reporting |
Joe Weglarz - Marist University |
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Concurrent |
9:15 – 10:15 AM |
From Chaos to Clarity: Streamlining Workflow and Onboarding Process |
Jenna Payan, California State University, Northridge |
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10:15 – 10:45 AM |
Corporate Partner Break |
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Pacific Ballroom |
10:45 – 11:45 AM |
Strategies for Reducing Receivables |
Panelists: Kayla Dalton - Univ of Laverne, Stacy Sullivan - Flywire |
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11:45 – 12:45 PM |
Lunch |
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Pacific Ballroom |
12:45 – 1:45 PM |
Becoming a Champion of Change |
Jamie Brownlee-Turgoen - Point Loma Nazarene University |
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Concurrent |
2:00 – 3:00 PM |
Work Life Balance and Avoid Burnout |
Panelists: Monique Gonzalez - Point Loma Nazarene University, Kathleen Brown - U of Oregon, Natalie Cardenas - Chapman University |
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Concurrent |
2:00 – 3:00 PM |
Third Party Sponsor Collections |
Panelists: Roge Karma - Nelnet, Amanda Srichareon - Indiana University |
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3:00– 3:30 PM |
Corporate Partner Break |
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Pacific Ballroom |
3:30 – 4:30 PM |
Financial Responsibility Agreements |
Karen Reddick, National Credit Management/COHEAO |
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4:30 PM |
Happy Hour |
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May 16, 2025 |
Friday |
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8:00 – 9:00 AM |
Coffee Talk and Birds of a Feather -ERP systems |
Table Discussion - Banner; Peoplesoft; Other ERP Systems |
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Pacific Ballroom |
9:00 – 10:00 AM |
Practical uses of AI in Higher Ed |
Roge Karma, Nelnet |
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10:00 – 11:00 AM |
Corporate Partner Giveaway and Introduction of 2025-26 Committee |
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