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Distance Learning
Distance Learning

VIRTUAL: 2014 Student Financial Services Conference

Available: Wednesday, March 19, 2014 9:00 am ET


Access fifteen sessions from the 2014 Student Financial Services Conference by registering for this virtual program beginning Wednesday, March 19.

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 are attending the event in Anaheim  you will automatically have access on March 19 and do not need to register for this event. However, if you want to take advantage of the group pricing then you will need to purchase this event separately to give your campus colleagues and staff free access.
All  attendees will continue to have access to the content through March 1, 2015.

Video Sessions Available

  1. Bankruptcy and Collections
    Speaker: Chad Echols, The Echols Firm, LLC
    Stay on top of bankruptcy and collection law changes and learn how your institution will need to adapt in order to comply. You’ll also get an update on what the agencies, including the CFPB, have been up to and how they can affect collections. Chad will turn legalese into English and will make the new requirements understandable, and even entertaining.

  2. Get Credit for Financial Literacy
    Speakers: Lissa Perrone, Oregon State University, Oregon State University offers a two credit class, taught by the university bursar, to freshman as part of a first-year experience program. Tips on how to develop an engaging course, dense with content will be shared. Learn how to avoid shouldering the full burden yourself by drawing on the expertise around your campus.

  3. PCI DSS 3.0 and YOU - Are You Ready?
    Speakers: Linda Combs, James Madison University; Ronald King, CampusGuard
    The new version of the PCI DSS is effective January 1, 2014. Hear how 3.0 will impact your relationship with e-commerce partners, examine how the changes will affect your compliance, and walk away with a better understanding of the grace period. Learn what is new in this release and more importantly, what it is going to mean for your office and how to start planning now!

  4. R2T4 & Modules - Two Years Later
    Speakers: Raymond Kimmel, University of Cincinnati Main Campus; Ken Wolterman, University of Cincinnati Main Campus
    In 2011 the Department of Education established new rules and regulations for the handling of Return to Title IV funds when students’ classes are taken in modules. Hear how, after two years, one institution has developed a clearer understanding those regulations, including the more difficult aspects of the rules.

  5. Financial Aid 101 for Bursar's
    Speakers: Tyson Cooper, Southern Virginia University; Melissa Stone, University of Delaware; Joseph Weglarz, Marist College
    Want to learn more about those irritating financial aid regulations that can impact your receivables? In addition to a brief overview of the financial aid basics, attendees will delve into both old and new federal requirements. Learning about verification (or QC), satisfactory academic progress (SAP), the new Pell Grant duration of eligibility limitation, and the 150 percent direct subsidized loan limits will lead to a better understanding of why some students who are counting on financial aid to pay their bills may not be eligible.

  6. Secure Document Drop Box vs. E-Mail
    Speakers: Rosana Gatti & Ruth Sharp, California Institute of Technology
    Learn about developing and customizing a secure student drop box, versus a standard one, to use for student communication in lieu of email. Discover how a drop box increases student response time for managing documents such as pre-bills, loan documentation, housing contracts, and financial aid award letters. Finally, understand the valuable tracking features as well as the added time and cost savings benefits of administering documents using this tool.

  7. Managing the Complexities of Collecting from International Students
    Speaker: Amir Erez, Cedar Financial and David Glezerman, Temple University
    Trying to resolve and recover outstanding student accounts from international students presents a different set of challenges and techniques for college and university collectors. Finding the student, complying with different laws and regulations outside the United States, and receiving timely payment require special skill sets and knowledge. Learn how to retain those students who create the most challenges while reducing bad debt expense and maximizing tuition collections.

  8. Scheduling Nightmares
    Speakers: Mary Eisenbraun, Bismarck State College; Peter Gallagher, Thomas Edison State College; Ken Wolterman, University of Cincinnati Main Campus
    Has your institution added more terms, blocks, intersessions, summer sessions, modules to your academic year? How has this impacted your financial aid scheduling and disbursements? Are you disbursing aid earlier, later? What other issues have you faced with the complexities of financial aid? Participate in this panel discussion and see what other institutions are doing, what problems have been identified, and how business processes have been changed to move toward solutions.

  9. College Costs and Affordability Initiatives
    Speakers: Tyson Cooper, Southern Virginia University; Melissa Stone, University of Delaware and; Joseph Weglarz, Marist College
    Meeting the daily service needs of your students may leave little time to stay on top of the buzz on college costs and affordability. Get an overview of the on-going discussion in the community and learn more about the Financial Aid Shopping Sheet, Net Price Calculator, college ratings and paying for performance proposals, and more. Discuss these initiatives with your colleagues and share how these continuing discussions on college costs are impacting your institution.

  10. Financial Literacy: Playing Games and Building Culture
    Speaker: Joyce Proctor, Elgin Community College and Stephanie Ruckel, Augsburg College
    Get some ideas to take back to your campus for developing or improving your financial literacy program for students. Learn how community college students enjoy playing “How to Win at LIFE” while practicing real world planning and budgeting skills. Discover ways a small college has built a culture of financial literacy, achieving a large impact without draining scarce resources. In both cases, collaboration with other offices across campus is vital to success.

  11. Washington Update
    Speaker: Liz Clark & Anne Gross, NACUBO
    What are the prospects in Congress for the reauthorization of the Higher Education Act, immigration reform, or other legislation impacting colleges? Will brinkmanship continue to define federal budgeting? While Congress has been at a virtual standstill, the agencies have moved forward on a number of initiatives. Learn about upcoming rule changes and other Obama administration initiatives.

  12. Communicating with Students
    Speaker: Melissa Stone, University of Delaware and Ken Wolterman, University of Cincinnati Main Campus
    Join this interactive panel to discuss the opportunities and challenges that face our institutions in communicating effectively with students. The panel will include perspective from a couple of students from local colleges who will provide their insight on this important subject. We will explore topics such as e-mail, texting, the use of social media and the parent’s role in the process.

  13. Helping Students Cross the Finish Line
    Speaker: Charmaine Daniels, Georgia State University and Olivia Kynard, Springfield College
    Improving graduation rates is a universal goal for colleges and universities. Students are increasingly facing financial hardships preventing them from completing their degree. Learn how student financial services can play a key role in helping students, particularly, seniors succeed. Springfield College, a small nonprofit institution, has implemented an internal loan program that helps students complete their degree work while meeting their financial obligation. Georgia State University, a public research university, as part of a broader completion agenda, reaches out to students at risk of being dropped for nonpayment offering small retention grants.

  14. Leveraging Payment Technology
    Speaker: Ken Wolterman, University of Cincinnati Main Campus
    Using technology to streamline payment processing reduces costs and errors while improving service to students and staff. See how the University of Cincinnati is using new ATM’s located on campus to process departmental deposits without deposit slips while crediting University accounts automatically. We will also discuss and demonstrate the effective use of technology with institutional one card systems facilitating student non-cash payments in variety of situations.

  15. Redefining Disbursements
    Speaker: Marsha Lovell, University of California, Los Angeles and Christopher Ramos, University of California, Los Angeles
    When Treasury Services and Cash Management were added to the UCLA Student Financial Services team, processes needed streamlining. Auditors wanted to ensure that automated financial aid disbursements were verified before being paid. Human subject payments, petty cash and change fund disbursements were problematic, slow, and fraught with inappropriate reimbursements. An oversight position was created, internal controls and tracking were identified, and some very streamlined tasks emerged. Discover the steps taken to recreate compliant, timely, and well documented process improvements in disbursements.
  16. 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: 7.5 hours
    • Access: Participants will have access until March 1, 2015


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


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CPE Information

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