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Distance Learning
Distance Learning

VIRTUAL: 2015 Student Financial Services Conference

Available, Monday, April 6, 2015 9:00AM ET


Access thirteen sessions from the 2015 Student Financial Services Conference by registering for this virtual program beginning Monday, April 6.

Special Group Pricing!

A Whole Team For One Low Price - Once one person on your campus registers at the full price everyone else on your campus can register for free! In order to participate, each additional registrant must complete the online registration process and then will have full access to the event.
Please note - If you attended the conference in Atlanta you will automatically have access on April 6 and do not need to register for this event. However, in order to take advantage of the group pricing, someone will need to purchase the virtual event separately to give campus colleagues and staff free access.
All attendees will continue to have access to the content through March 1, 2016.

Video Sessions Available

  1. Financial Aid for Non-Financial Aid People
    Speaker: Doug Schantz, Wittenberg University
    Understand the basics of the financial aid process and explore the FAFSA, student loans, grant programs, net-price calculators, and other components that students and families must navigate annually. Discover additional resources that can be used by non-financial aid staff to better achieve departmental goals while ensuring student success.     

  2. Becoming the Technology Bursar
    Speaker: TJ Fletcher and Dena Zlatunich, Stanford University
    How can you meet the service requirements and expectations of today’s hi-tech students while addressing administrative churn? Gain a different perspective on how to adjust to rapid technology changes and learn how Stanford is using various systems and implementations to move toward a “technology bursar.” A deeper dive into automation of processing and invoicing of third-party contracts will illustrate the progress being made.

  3. Redefining the University Cashier Office
    Speakers: Jacki Ashorn, Texas A&M University, Amelia Campos and Jennifer Lightfoot, Texas A&M University
    Do more with less." "Be innovative." Hear how one institution moved its student business services office to the next level by implementing mobile bill payments while also eliminating cash transactions for student accounts receivables.   Explore Texas A&M’s timeline from the idea’s inception to completion, including the marketing and communications necessary for successful implementation.
  4. Institutionalizing Institutional Memory  
    Speaker: Tyson Cooper, Southern Virginia University   
    Staff turnover is an on-going challenge. Discover how one institution created a student financial services knowledge base, where information can be stored and easily retrieved, that allows new team members to be quickly brought up to speed. You’ll learn what is included in the knowledge base, how to set one up, and how one can impact your team.
  5. Best Practices in Modern Finance
    Speaker: Loren Mahon, Oracle Corporation, Lissa Perrone, Oregon State University
    Technology has the power to change practices on campus, but automation of the bursar and back-office functions is often given low priority, even though the changes may significantly lower costs and increase customer satisfaction. Learn about managing business transformation projects that involve technology and explore proven best practices for change management of business processes. You’ll review how to simplify and standardize your environment as much as possible before embarking on a major transformation.
  6. Implementing Effective Collection Strategies to Maximize Revenue  
    Speakers: Tyson Cooper, Southern Virginia University, Leo Freyre, Community College of Philadelphia, Louisa Vakili, Loyola Marymount University
    Dwindling financial aid and tuition increases are a challenge for virtually all bursar offices. Come and hear how three institutions of varying size and characteristics have implemented cutting edge accounts receivables strategies to improve the rate of collections. Discover how Southern Virginia University maintains 99% recovery rate on accounts receivable by utilizing a highly personalized, face-to-face approach. Hear how Loyola Marymount University uses technology and automation to improve collection efforts and reduce their AR default rate. Lastly, discover how the Community College of Philadelphia uses technology, pre-collection strategies, and other mixed methods as part of its collections management strategy.
  7. Using Predictive Analytics to Enhance Collections
    Speakers: David Glezerman and Faith Szumanski, Temple University
    Learn how you can combine institutional data about your students and their finances with predictive indicators to enhance recoveries of delinquent student accounts. Temple University is using different predictive models to facilitate collection of outstanding student balances. Learn what criteria should be considered in developing a model, how to obtain buy-in from leadership, and how to structure collection campaigns and outreach efforts.   
  9. Focus on the Customer  
    Speakers: Raymond Kimmel, University of Cincinnati, Colleen Sheehan, PointAcross Solutions
    What does it take to be customer-centric? A good attitude and the right processes are part of it, but customer service starts with clear communications.   Review the communications goals and challenges across student financial services that the University of Cincinnati faced. Hear how they shortened lines and reduced phone calls by changing what – and how – they communicate. You’ll also discover how to build a business case for benchmarking and improving customer service communications. Then, walk away with a clear understanding of how improved customer communications impact students, parents, and staff.

  10. Navigating the Complexities of the Post 9/11 GI Bill and the Defense Department's MOU
    Speakers: Patrick Quinn, George Mason University, Mary Eisenbraun, Bismarck State College
    Learn how to minimize financial issues resulting from class drops and adjustments by utilizing a dual certification model for your Post-9/11 GI Bill students. Additionally, engage in a discussion on issues student financial services professionals are having with the newest version of DoD’s MOU for tuition assistance for active duty service members.   

  11. Money Matters:  Increasing Students' Financial Capability
    Speakers: Jennifer Shoop, Moneythink, Rachel Byrd, Middle Georgia State College, Mary Johnson, Higher One
    Financial literacy is of critical importance to today’s college students, from the outset of deciding to make the investment to attend an institution to managing day-to-day financial decisions. Review findings from a study of 65,000 students that examines their financial attitudes, behaviors, and knowledge. Learn how these factors influence decisions students make and explore one school’s programs and initiatives to increase financial capability among students.

  12. PCI Compliance:  Understanding, Achieving and Maintaining Compliance in Higher Education
    Speakers: Peter Gallagher, Thomas Edison State College, Linda Combs, James Madison University, Ron King, CampusGuard
    Working in the business office of a college or university can have its challenges and PCI compliance is no exception.  In this session two institutions will discuss PCI compliance implementation and issues that can make maintaining compliance difficult. Then you will learn from an expert in the area of higher education PCI compliance, who will focus on clarifying the changes associated with PCI DSS 3.0. Real life examples will be used to assist institutions in meeting the intent of the requirements and maintaining PCI compliance.

  13. Closing the Achievement Gap Using Predictive Analytics
    Speakers:  Timothy Renick, Georgia State University
    Much national attention has deservedly been focused on the persistent gap in graduation rates between college students from different socio-economic backgrounds.  Georgia State University has engaged in a multi-faceted effort to use analytics to increase student success, especially for at-risk students.  Through the proactive use of data in the areas of such advisement and financial-aid, and course redesign, Georgia State has increased graduation rates by 22 percentage points and eliminated all achievement gaps based on race, ethnicity and economics. It now confers 1,700 more annually degrees than five years ago and more bachelor’s degrees to African Americans than any non-profit university in the nation. The session will focus on Georgia State¹s use of data and analytics to diagnose obstacles to student success and to design and implement a series of large-scale interventions, including those a micro-grant program that has brought 5,000 students back into their classes.

  14. Washington Update
    Speakers:  Liz Clark and Anne Gross, NACUBO
    With a new Congress, President Obama’s second term in its final years, and primaries just around the corner, what is the current state of play in the nation’s capital? Get an update on federal actions, both regulatory and legislative, that will impact your campus and a look at what to expect in 2015. 

    Who Should Attend:

    • Business officers
    • Controllers
    • Student financial services directors
    • Integrated services staff
    • Student loan managers
    • Bursars
    • Financial advisers
    • Financial aid administrators
    • Risk managers

    General Information

    • Technical requirements: high-speed internet
    • CPEs: None
    • Length: 14 hours
    • Access: Participants will have access until March 1, 2016


Member Site Registration: $250.00
Non-Member Site Registration: $550.00


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CPE Information

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