NACUBO

My NacuboWhy Join: Benefits of Membership

E-mail:   Password:   

 Remember Me? | Forgot password? | Need an online account?

Events and Programs
Events and Programs
Loading

2014 Student Financial Services Conference

March 9-11, 2014
Hilton Anaheim
Anaheim, CA

Schedule

Sunday, March 9

7:30 amPre-Conference Program: Bursar Fundamentals Registration
8:00 amPre-Conference Program: Bursar Fundamentals -Continental Breakfast
9:00 amPre-Conference Program: Bursar Fundamentals

Speaker(s):
DeAhn Baucom, University of North Carolina at Chapel Hill
Michael Jacubenta, Emory University
Kimberly Wagner, Elgin Community College

This preconference is designed for those new to the business office, student financial services, or the higher education workplace, or those who just want a refresher on the core responsibilities of the student accounts area.  

Note: A separate registration and additional fee ($109 member, $139 non-member) is required to attend this pre-conference program. You can register by selecting "Register Now" above. The program will run from 9 AM - 3 PM and lunch will be provided.


Topics will include:
  • Functions and organization of the office
  • Departmental relationships
  • Daily operations at the director level (budget, internal controls, technology, talent management, auditor relationships)
  • Daily operations at the office level (billing, payments, refunds, delinquent accounts)
  • Customer service and communications
  • Loan administration
  • Regulations and legislation such as FERPA, HIPAA , SOX, PCI compliance, and Red Flags rules
  • Resources to assist the SFS office, including associations, websites, listservs, and networking programs
  • Latest trends, together with mobile apps and social media
1:30 pmRegistration and Exhibits Open
2:00 pmNegotiating the Cash Management Regulations - Community Conversation

Speaker(s):
Anne Gross, NACUBO
Gloria Kobus, Youngstown State University
Joan Piscitello, Iowa State University
Joe Weglarz, Marist College

Optional Pre-program Discussion

The Department of Education’s regulations governing the disbursement and handling of Title IV funds are being revised through a negotiated rulemaking effort. Take this opportunity to learn about the issues being discussed and share your suggestions and concerns with NACUBO staff and negotiators.

[Note: This session will also be offered on Tuesday morning during regular conference hours.] 
3:30 pmWelcome and Opening Remarks
3:45 pmThe Power of Habit

Speaker(s):
Joe Belnap, Utah Valley University

Discover why habits exist and how they can be changed. Along the way, learn why some people and companies struggle to change, despite years of trying, while others seem to remake themselves overnight. Habits aren’t destiny.  As you will see, by harnessing this new science, we can transform our businesses, our communities, and our lives.
5:00 pmDiscussion Roundtables
6:00 pmReception in Exhibit Hall

Monday, March 10

7:00 amContinental Breakfast in Exhibit Hall
8:00 amWhat’s Your Ethics IQ? 5 Principles Smart Business Officers Live By

Speaker(s):
Bruce Weinstein

What is the relationship between ethics and student financial services?  When you return to campus from this meeting, how will you be able to lead more effectively?  In this lively, entertaining, and highly interactive session, Dr. Bruce Weinstein, The Ethics Guy, will show how five simple principles help you bring out the best in others and yourself everywhere you go.  You'll leave with a clearer sense of how to advance the economic viability and business practices of your institution.
9:05 amBankruptcy and Collections

Speaker(s):
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.
9:05 amGet Credit for Financial Literacy

Speaker(s):
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.
10:20 amRefreshment Break in Exhibit Hall
10:50 amCollections, It’s a Dirty Job But Somebody’s Got to Do It

Speaker(s):
Tyson Cooper, Southern Virginia University
Chad Echols, The Echols Firm, LLC
Mary Eisenbraun, Bismarck State College
Louisa Vakili, Loyola Marymount University

Do you collect everything your students owe each year? If you’re like the rest of us probably not. Do you ever feel like what you’re doing to get students to pay just isn’t as effective as it used to be? Participate in this roundtable session to share your challenges and see what solutions other schools have found. 
10:50 amPCI DSS 3.0 and You – Are You Ready?

Speaker(s):
Linda Combs, James Madison University
Ron 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!

10:50 amR2T4 & Modules - Two Years Later

Speaker(s):
Ray 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.
12:00 pmLunch in Exhibit Hall
1:00 pmFinancial Aid 101 for Bursars

Speaker(s):
Tyson Cooper, Southern Virginia University
Melissa Stone, University of Delaware
Joe 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. 
1:00 pmNegotiating the Cash Management Regulations – Community Conversation

Speaker(s):
Anne Gross, NACUBO
Gloria Kobus, Youngstown State University
Joan Piscitello, Iowa State University
Joe Weglarz, Marist College

The Department of Education’s regulations governing the disbursement and handling of Title IV funds are being revised through a negotiated rulemaking effort. Take this opportunity to learn about the issues being discussed and share your suggestions and concerns with NACUBO staff and negotiators.
1:00 pmSecure Document Drop Box vs. E-Mail

Speaker(s):
Rosana Gatti, California Institute of Technology
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.
2:20 pmManaging the Complexities of Collecting from International Students

Speaker(s):
Amir Erez, Cedar Financial
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.
2:20 pmScheduling Nightmares

Speaker(s):
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.
2:20 pmUsing Scenario Based Problem Solving for Staff Training

Speaker(s):
Charmaine Daniels, Georgia State University

One of the most useful skills a person in the bursar/student account office can develop is the ability to solve problems. We all want solutions-oriented staff in our offices.   This skill is most often developed over years of experience work experience, but what do you do when your staff needs this kind of skill now? Walk through an approach to helping your staff develop better problem solving skills by using scenario-based training, and engage in an interactive exercise.
3:30 pmRefreshment Break in Exhibit Hall
4:00 pmCollege Costs and Affordability Initiatives

Speaker(s):
Tyson Cooper, Southern Virginia University
Melissa Stone, University of Delaware
Joe 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.
4:00 pmFinancial Literacy: Playing Games and Building Culture

Speaker(s):
Joyce Proctor, Elgin Community College
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.
4:00 pmWhat’s Happening in Student Financial Services?

Speaker(s):
DeAhn Baucom, University of North Carolina at Chapel Hill
Natalie Pullaro Davis, NACUBO
Craig Lockwood, Tuition Management Systems

NACUBO recently completed analysis of a survey measuring best practices, policies, and procedures in student financial services offices across the country. Hear what others are doing when it comes to write-off policies, Chapter 33 certification, R2T4 calculations, and more. Additionally, review NACUBO’s SFS Benchmarking study, now entering its sixth year. Join a lively discussion on the survey results and trends in the SFS community

Tuesday, March 11

7:00 amContinental Breakfast in Exhibit Hall
8:00 amWashington Update

Speaker(s):
Liz Clark, NACUBO
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. 
9:20 amCommunicating with Students

Speaker(s):
Kelsey Buck, Brandman University
Jennifer Le, Loyola Marymount University
Kirsten Spicer, Chapman University
Melissa Stone, University of Delaware
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.

9:20 amHelping Students Cross the Finish Line

Speaker(s):
Charmaine Daniels, Georgia State University
Olivia Kynard, Holyoke Community 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.
9:20 amWhat’s Hot for 2014 – Community Conversation

Speaker(s):
Bryan Dickson, NACUBO
Anne Gross, NACUBO
Marsha Lovell, University of California, Los Angeles

Outsiders may have trouble understanding us, but 1098-T, DoD MOU, Chapter 33 are chockfull of meaning to those in student financial services. Join an open conversation with members of NACUBO’s Student Financial Services Council and staff to discuss the policy and compliance issues that are important to you now.
10:30 amRefreshment Break in Exhibit Hall/Checkout Break
11:00 amLeveraging Payment Technology

Speaker(s):
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.
11:00 amRedefining Disbursements

Speaker(s):
Marsha Lovell, University of California, Los Angeles
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.

Program Overview

2014 Student Financial Services Conference
March 9-11, 2014

Estimated CPEs:13.5


Sponsors

Higher One

Payment Options

For online registration NACUBO only accepts Visa, Mastercard, and American Express.

Visa | MasterCard | American Express

To pay by check or purchase order
please use our
mail-in registration forms

For further assistance contact
Customer Support:

1.800.462.4916

Registration Policy

Cancellation Policy


CPE Information

NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.


Support Center