Lunch provided

Bursar Fundamentals
Learn, or review, the key functions of the bursar including managing tuition receivables, collecting loans, implementing federal programs, and improving customer service.

T. Hartle

Terry Hartle, higher education’s most visible advocate in Washington, will bring you up-to-date on the key public policy issues facing us today. Learn about progress in Congress on the reauthorization of the Higher Education Act, tax provisions affecting education, and more.

Using Business Process Redesign to Establish a Student One-Stop 
L. Lesick
Responding to student business needs has become a strategic priority for enrollment managers who want to deliver exemplary student service.  Using tools of business process management, Widener University reorganized the offices of the Registrar, Financial Aid, Bursar and Campus1Card into a student one stop center to improve services to students.

J. Kolotos

The Student Assistance General Provisions—the section of the Title IV regulations that are common to the administration of all of the federal aid programs—govern draw downs of funds, disbursement to students, and return of Title IV funds when a student withdraws. Learn about recent changes to these rules that go into effect on July 1, while you get a refresher on the cash management regulations in general..

Bankruptcy Do's and Don'ts for the Educational Institution
P. Tyler
Examine an institution's perspective on bankruptcy and the collection of student debt (student loans, institutional loans, and tuition accounts). 

Payment Processing
S. Rosko
Student financial services offices receive many checks, worth thousands of dollars, especially at their busiest times. Getting these funds deposited in the bank in a timely manner generates additional interest income for the institution. Learn how check conversion technologies—POP, ARC, and BOC—can work for you, and the impact these advances can have for your institution.

Going with the Workflow
G. O’Keefe
Many institutions want to reap the benefits of workflow but are intimidated by its apparent complexity. Happily, customer-oriented workflows in the student financial services arena tend to be very simple and easy to implement. This session will show how institutions can develop new automated services that will wow their customers and excite their student financial services teams.

Your Money Matters!

G. Curry

Helping students learn better money management skills—financial literacy—is increasingly falling under the domain of the student financial services office. Review the need for a campus financial responsibility program including efforts to limit credit card marketing on college and university campuses. Using California State University, Sacramento's web-based program, Your Money Matters, as an example, ideas and resources for you to use to develop your own program will be shared.

Effective Management of Accounts Receivable
V. Layton

SOX, SAS 112, and Your Reputation
S. Kimata

Networking/Topic Tables

Are there topics that you wish you had the opportunity to sit down and discuss with your peers? Questions about something happening on your campus that you’d like to find out if someone else has an answer for? Something on your mind that isn’t on the formal program? This is your opportunity for free exchange with faculty and your colleagues.

CRM - What's That?
K. Roberts
If you were to put ten people in a room and ask them to define CRM (customer relationship management), you would likely get 12 different definitions. Like TQM, workflow, and ERP, the term CRM has become a buzzword. Most people have a vague idea of what it means, but nothing concrete. One reason for this is that CRM is as much a verb as it is a noun. It is as much a philosophy as it is a system. It is as much a part of an institution's culture as it is a set of business practices. It is no wonder that even though CRM systems have been prevalent in the business world for more than a decade, we are still struggling to define it. 

Putting Student Record Information at Parents’ Fingertips
J. Selander
Learn how the University of Minnesota developed an online tool for students to virtually share up to six different areas of their student record (including student financial transactions, financial aid awards and status, enrollment information, holds, and grades) to their parents and other guests. This new web tool has reduced the number of parent questions, reduced the need to process paper release forms, increased the understanding of the student account and financial aid processes, as well as furthered our goal of promoting student and parent relationships.

Benchmarking for Student Financial Services
C. Daulton, J. Shedd
How can you tell how well you are managing SFS on your campus? Join members of NACUBO’s SFS Benchmarking work group for a demonstration of the association’s new benchmarking tool (currently available to NACUBO Tuition Discounting Study participants), and discussion of potential measures for student financial services. We’ll be looking for your feedback in this interactive session.

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