2019 Conference
Conference Schedule
Day/Meeting Location | Time | Topic | Speaker |
May 14, 2019 | Tuesday |
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San Rafael | 1:00 – 4:00 | Corporate Partner Set up |
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Grand Foyer | 4:00 – 6:00 | Conference Registration |
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San Rafael | 5:30 – 6:00 | Corporate Partner meeting |
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May 15, 2019 | Wednesday |
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San Rafael | 7:30 – 8:30 | Breakfast |
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Grand Foyer | 7:30 – 8:30 | Registration |
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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 |
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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 |
Concurrent Panel Sierra Madre North
| 10:45 – 11:45 | International Student Outreach, Payment and CollectionTraveling 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 Nancy Doan, Director of Budget & Administration, Student Academic Support Services, UCSB Erik Williams, International Student Programs Coordinator, International Students & Scholars, UCSB |
Plaza del Sol | 11:45 – 1:00 | Lunch |
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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 |
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
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San Rafael | 2:00 -2:30 | Break with Corporate Partners |
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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 |
Concurrent Session Sierra Madre North | 2:30 -3:30 | Smart OrientationDo 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 |
| 3:30– 3:45 | Transition Break |
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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 |
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Dinner Reagan Room | 6:15 - 8:00 | PacWest SFS Hosted Dinner |
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May 16, 2019 | Thursday |
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Round House Restaurant | 7:30 -8:30 | Breakfast |
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Santa Ynez | 8:30 – 9:00 | General Remarks |
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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 |
San Rafael | 10:00 – 10:45 | Break with Corporate Partners |
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General Session Santa Ynez | 10:45– 12:00 | Let 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 |
Plaza del Sol | 12:00 – 1:00 | Lunch |
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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) |
| 2:00 – 2:15 | Transition Break |
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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 |
San Rafael | 3:15 – 3:45 | Break with Corporate Partners |
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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 |
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 |
Free Time | 5:00 | Dinner on your own to explore the Santa Barbara area |
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May 17, 2019 | Friday |
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Round House Restaurant | 7:30 – 8:30 | Breakfast |
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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:
| Turi Honegger, Ph.D. Clinical Director; Psychologist UCSB |
| 10:00 – 10:30 | Transition Break/Check Out |
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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 |
Santa Ynez | 11:30 – 11:45 | Closing Remarks | Ruth Sharp, President |
| 11:45 | Conference Concludes |
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