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Events and Programs
Events and Programs
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2017 Student Financial Services Conference

March 19-21, 2017
Las Vegas, NV

Schedule

Sunday, March 19

8:00 AMPRE-CONFERENCE PROGRAM: Registration
9:00 AMPRE-CONFERENCE PROGRAM: Bursar Fundamentals

Speaker(s):
Lissa Perrone
Doug Schantz, Wittenberg University
Kimberly Wagner, Elgin Community College

This pre-conference is designed for those new to the business office, student financial services, 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 ($119 member, $149 non-member) is required to attend this pre-conference program. You can register by selecting "Register Now" above. The program will run from 8:30am - 3:00pm. Lunch will be provided.
1:30 PMRegistration and Exhibit Hall Open
3:00 PMWelcome and Opening Remarks
3:15 PMStudent Financial Services: Update for the Profession

Speaker(s):
Janet Burkhardt, University of Denver
Bryan Dickson, NACUBO
Wendy Pursell, Kutztown University
Doug Schantz, Wittenberg University
Chris Simon, Hendrix College

What does it take to be a student financial services professional at today's colleges and universities? Hear about NACUBO activities, tools, and resources designed to help you do your job and contribute to your institution's success, as well as about student financial services projects under development for the coming year. Learn how your peers stay current and informed. Explore the means they use to serve their students and campus communities with professional, responsive, and efficient customer service.
4:45 PMIRS Form 1098-T: How Much Do You Know?

Speaker(s):
Janet Burkhardt, University of Denver
Anne Gross, NACUBO
Kristy Harner, Lee University

Join us for an interactive conversation regarding the upcoming changes in 1098-Ts. Are you ready for 2018? Test your knowledge to see where you are on the path to Box 1 reporting. Bring your questions and share your solutions.
4:45 PMStudent Financial Responsibility Agreements: Protecting Your Institution

Speaker(s):
Olivia Kynard, Holyoke Community College
Lawrence Laskey, Windham Professionals Inc.

Are you thinking about implementing a student financial agreement at your institution? Learn how these tools can help your institution collect on past due balances. You will walk away understanding what a financial agreement is, how it can protect your institution, and how to get buy-in from senior management. Hear perspectives from a general counsel at a collection agency and discuss fair debt collection practices and other applicable laws related to collection activity.  
6:00 PMWelcome Reception in the Exhibit Hall

Monday, March 20

7:00 AMNetworking Breakfast in the Exhibit Hall
8:00 AMHow to Say Anything to Anyone: Setting Expectations for Powerful Working Relationships

Speaker(s):
Shari Harley, Candid Culture, Inc.

You have a request for one of your co-workers but don't know how to say it, so you don't say anything. A project you worked on for six months has become a black hole. There is no information about the status. You're frustrated, but you don't say anything. Two employees aren't working well together. It's impacting the atmosphere in the office. You don't what to say, so you don't say anything. Speaking up when we are frustrated is hard and, as a result, most of us don't. Instead, either we tell other people (aka gossip), or we say nothing, and relationships become strained. You can say anything to anyone and have it be easy. You just need to lay the ground work to do so, and most of us don't
9:25 AMA Better View to Student Account Receivables Equals BETTER RESULTS

Speaker(s):
James Garrant, Lasell College
Bruce McGee, Miami University
Joe Meuse, Tuition Management Systems
Charlene Robertson, University of Alaska Anchorage

Make it clear, make it concise, make it easy, and make it effortless. Too good to be true? While nothing is ever pure utopia, several institutions will showcase how implementing integrated technology can result in lower receivables and time saving shortcuts. See how starting with a clear and concise student account presentment, a more intuitive process to communicate on-time payment options, and a robust self-service tool can decrease calls and inquiries to the business and student financial services offices. Learn how using an integrated student account center can save time, effort, and improve accuracy and collection of on-time payments.
9:25 AMCultivating Superstars - Building Your Team While Planning for the Future

Speaker(s):
Christine Blakney, Texas Tech University
David Glezerman, Temple University

Hiring to meet today's needs without looking at the future? Concerned about who will be doing others' jobs...and even yours in the future? Hear how two directors built their teams to deal with daily operations while simultaneously cultivating their talent pools to optimize how their offices function in the future. Learn what tools and techniques are available to help find and retain those quality employees needed in today's environment to enhance institutional efficiency and quality service delivery. Additionally, learn how to involve human resources and senior leadership to create and develop hiring and succession plans.
9:25 AMPath to a Financial Wellness Center

Speaker(s):
Shawna Chambers, Portland State University
Amanda Nguyen, Portland State University

Hear how one institution made internal changes to promote transparency and lay the groundwork for building a financial wellness center within student financial services. Learn how the staff identifies and connects with students before or when financial distress occurs, how the overall focus of the work they do has evolved, and how a peer mentor program has been developed to engage student employees as ambassadors of financial wellness. Review the training program financial instructors and peer educators complete prior to engaging in one-on-one financial coaching sessions with students.
10:30 AMRefreshment Break in the Exhibit Hall
11:05 AMCreative Collaboration to Streamline the Student and Staff Experience

Speaker(s):
Chris Daly, Emerson College
Kathleen Shine, Emerson College
Carol Smolinsky, Emerson College

The offices of student accounts, financial aid, and student retention and support are in different divisions. While their work overlaps, departmental differences may impede efforts at collaboration. Emerson placed these offices in the same division – enrollment management. The goal is to streamline the financial services experience for students, offering broader connections to support, information, and resources for everyone involved. Discuss the process and benefits of bringing these offices into one division, as well as strategies for creating and supporting successful collaborations. 
11:05 AMVendor Management

Speaker(s):
Wendy Pursell, Kutztown University

Do you dread hiring new vendors and creating and soliciting RFP’s? When one of your vendors calls to check in, do you feel like a deer caught in headlights? Help is on the way! Review key items to include in an RFP, our obligations as a customer, and our vendors’ obligations. In this team effort, when one side slacks or is not happy, the relationship—and productivity—falters. Walk away with best practices—and maybe even sample RFP language.
11:05 AMWhat’s Happening in Student Financial Services?

Speaker(s):
Lesley McBain, NACUBO
Lindsay Wayt, NACUBO
Bethany Welsh, Augusta University

NACUBO’s Student Financial Services Benchmarking Study is in its eighth year. Study findings will be presented alongside the 2016 SFS Policies & Procedures survey results to facilitate a lively discussion on trends and practices in the SFS community, including late fee policies, collections and write-offs, tuition rate structures, and financial literacy education programs
12:05 PMLunch in the Exhibit Hall
1:15 PMTransformational Leadership: Evolve, Adapt, Inspire
Speaker: Wes Moore, New York Times Best-Selling Author, Social Entrepreneur and Motivational Leader
 
To Wes Moore, leadership is not about assigning tasks or delegating - it is about inspiring those around you to achieve a greater good, while empowering them to take charge of the tasks at hand. Oftentimes, leaders get too caught up in the details while failing to see the bigger picture: that what makes a good leader is the ability to adapt and evolve, while cultivating employees to become successful and accountable without micromanaging them. In this presentation, Moore shares his personal story - how he overcame adversity and went on to become a highly successful leader in the public sector, private sector, and military - relating it to leadership audiences from all walks of life.
2:30 PMRefreshment Break in the Exhibit Hall
3:00 PMGoing Against the Grain - Reducing Tuition by $10,000

Speaker(s):
Greg Fritz, College of Saint Mary
Sarah Kottich, College of Saint Mary
Maryanne Stevens, College of Saint Mary

When College of St. Mary announced a 33-percent reduction in its full-time undergraduate tuition rate, it was going against the trend of ever-rising tuition costs. After an overview of national tuition reduction trends, discover how they approached the tuition reset process, analyzed five key areas, and assessed the associated reputational risks. Review the importance of a well thought out multi-year financial and marketing plan to support the decision.
3:00 PMThe Future Is So Bright We Need Shades

Speaker(s):
Wendy Pursell, Kutztown University

We talk so often about who our customers are, but who are our employees and leaders today? What do they expect from a work environment? Explore the psychology of employment: interpersonal relationships, constructive confrontations, unconscious bias, and more. Learn how to assess your own behaviors and your employees’ behaviors to improve office interactions, productivity, and customer service while making the office a more comfortable environment. You’ll discuss how to evaluate and adjust training processes to best fit your office’s employees and address any generational gaps that may exist.
3:00 PMUnderstanding Audits

Speaker(s):
Julee Otter, Oregon State University
Lissa Perrone

What should you and your team expect when preparing for a federal student financial aid (Title IV) audit, or other types of internal and external audits? Hear from an audit professional responsible for planning and conducting university audits to learn about everything from pre-audit considerations to typical findings. Speakers will explore how student financial services and student aid offices coordinate during the process and they will also discuss how to respond to notifications of audits from other state or federal agencies, or a contracted party.
4:10 PMBeyond Wire Transfers: How the Business Office can support International Students

Speaker(s):
Janet Burkhardt, University of Denver
Kathy Meloon, SUNY Genesee Community College

The number of international students choosing to study in the United States has rapidly changed the dynamic of college campuses nationwide. Many universities have opened dedicated international students centers and designated staff to work specifically with students from other countries. But what if your campus doesn’t have a dedicated office or staff? Hear perspectives from one institution with a dedicated international office and one institution without. Learn how to partner with the campus community to engage with International students, making them feel welcome on our campuses and beyond.
4:10 PMChanging the Face of Student Accounts: Supportive Student Care

Speaker(s):
Chris Simon, Hendrix College

Discover the steps one institution has taken to reduce the anxiety students face when discussing financial matters related to their education, through effective communication and involving support staff in campus events. Discuss practices—both traditional and “outside the box”—used that have changed the face of student account receivables and yielded very favorable reviews from students, parents, and employees. You’ll hear about the efforts made to reduce the stigma account managers face by going above and beyond for students and families. 
4:10 PMStudent Financial Responsibility Agreements: Protecting Your Institution (Repeat)

Speaker(s):
Olivia Kynard, Holyoke Community College
Lawrence Laskey, Windham Professionals Inc.

Are you thinking about implementing a student financial agreement at your institution? Learn how these tools can help your institution collect on past due balances. You will walk away understanding what a financial agreement is, how it can protect your institution, and how to get buy-in from senior management. Hear perspectives from a general counsel at a collection agency and discuss fair debt collection practices and other applicable laws related to collection activity.  

Tuesday, March 21

7:00 AMNetworking Breakfast in the Exhibit Hall
8:00 AMWashington Update

Speaker(s):
Bryan Dickson, NACUBO
Anne Gross, NACUBO
Megan Schneider, NACUBO

With the start of a Trump Administration and a new Congress, what is the current state of play in the nation's capital? Get an update on federal actions that will impact your campus and a look at what to expect in 2017.
9:25 AMA New Age: The Impact of Banking Trends on the Millennial Generation

Speaker(s):
Betsy Burton-Strunk, BankMobile Disbursements
Susan Kirwan, SUNY Binghamton University

In a time where the average student loan burden is $29,000 and student banking choices have significantly narrowed, it’s no wonder that finances have become the main reason why students drop out of college. Of young Americans, 13 percent are unbanked and 25 percent are considered underbanked. Explore tools that make banking better for millennials by eliminating bank branches and leveraging mobile technology to lower the cost of banking. The discussion will focus on understanding students’ perspectives on finances and banking and programs provided to assist millennials in learning about money management.
9:25 AMComprehensive Reform of Student Financial Services - A Pathway to Enrichment

Speaker(s):
Eli Herr, Portland Community College
Dee Wilson, Portland Community College

Learn about the power of iterative success to influence perceptions and build momentum for change throughout your institution. Focusing on one institution’s comprehensive approach to simplified and integrated student financial services across multiple divisions, you’ll explore the broad-reaching policy changes that improved financial aid delivery, course fill rates, and payment results. Identify policy changes that enhanced access points, empowered students, and improved service delivery across the spectrum while operational improvements increased opportunities for high-touch service and financial outreach.
9:25 AMIRS Form 1098-T: How Much Do You Know? (Repeat)

Speaker(s):
Janet Burkhardt, University of Denver
Anne Gross, NACUBO
Kristy Harner, Lee University

Join us for an interactive conversation regarding the upcoming changes in 1098-Ts. Are you ready for 2018? Test your knowledge to see where you are on the path to Box 1 reporting. Bring your questions and share your solutions.
10:30 AMRefreshment Break in the Exhibit Hall
11:05 AMBuilding Effective Processes Through Collaboration and Team Building

Speaker(s):
Ken Bronstein, Whatcom Community College
Mike Singletary, Whatcom Community College

At one community college, the business office, financial aid office, and registration department had always operated with limited cross-department functionality and knowledge. To improve operations and services to students, the three areas collaborated to create an environment that fosters openness, creative thinking, and mutual appreciation. This was done through improving communication between the departments at all levels, team-building activities, and other methods. Review the history of these three departments and how the institution continues to work to overcome the challenges and obstacles presented by college policies, legacy systems, and institutional culture and structure.
11:05 AMCreating - or Enhancing - Your Financial Education Program

Speaker(s):
Amy Nelson, University of Nevada, Reno
Jonathan Sparling, American Student Assistance Corporation
Dan Welter, Washington State University

This interactive session is designed to help you build or enhance your financial education program. Begin with an overview of the challenges, knowledge gaps, and interests that students and alumni have around specific financial topics. Explore the most critical need areas related to financial education for students. Then discuss best practices for developing a program including establishing goals, determining format, building partnerships, and driving engagement. Review a few case studies of successful financial education programs and what “makes them work.”
12:15 PMPOST-CONFERENCE PROGRAM: Legal Aspects of Collections

Speaker(s):
Chad Echols, The Echols Firm, LLC

Attorney Chad Echols will lead the discussion in this post-conference workshop focusing on the legal aspects of collections. Echols, one of NACUBO's highest rated speakers, will address bankruptcy issues, collections, and creditor and collector liabilities. Several case studies will be reviewed and attendees will be provided with key takeaways, including examples of contract language and provisions, which can be used to assist in everyday activities to help strengthen their institutions' ability to recover defaulted obligations.
 
Note: A separate registration and additional fee ($99 member, $129 non-member) is required to attend this post-conference workshop. You can register by selecting "Register Now" above. The program will run from 12:15pm - 5:00pm. Lunch will be provided.
12:15 PMProgram Adjourns

Program Overview

2017 Student Financial Services Conference
March 19-21, 2017

Estimated CPEs:14


Sponsors

BankMobile Disbursements Logo

TIAA

Tuition Managemet Systems Logo

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 information regarding administrative policies such as refunds, cancellations, and complaints:

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.

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