This online conference covers various policy, technical, and management issues impacting student financial services operations on campus. Speakers from a diverse pool of institutions will share their experiences, solutions, and best practices in areas such as analytics, vendor management, strategic communications, and more. You'll hear directly from panelists in real-time, earn CPE credits, have the ability to ask questions, and have access to the recordings from all the sessions.
Are you new to the business office, student financial services, or the higher education workplace; or in need of a refresher of core responsibilities? For more information, be sure to register for the 2022 Bursar Fundamentals.
CPE credit is not available for On-Demand programs at this time.
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.nasbaregistry.org.
Although data management and use have always been core functions within student financial services, opportunities and expectations for leveraging data and analytics in higher education has evolved. In the 2019 NACUBO Study of Analytics, the most chief business officers thought more importance should be placed on using analytics to support student success and institutional operations—and events since then have only heightened the need for improved decision-making. In this session, presenters will review practices for improving data use at the institutional and individual levels. We will discuss how to build data knowledge, best practices for asking and refining questions, and ways to ensure data support institutional goals.
Session Duration: 75 minutes; 12–1:15 pm ET
2:00 PM
Effective Use of Holds: Considerations for Campuses
Transcript and registration holds are ubiquitous in higher education, as they are effective tools for encouraging students to complete actions sought by institutions. Lately, however, holds have been in the spotlight. Are institutions using holds too frequently? How are colleges and universities communicating to students about holds on their records? What, if anything, is being done to reduce the number of holds used? This panel discussion will dive into the use of holds, how institutions have revisited their hold policies, and ways to improve practices on campus. To frame the issue, national hold data will also be shared.
Session Duration: 60 minutes; 2–3 pm ET
3:30 PM
Gen Z is Wary of Student Loan Debt—Help Them Avoid it!
It’s no secret – Gen Z tends to avoid taking on student loan debt. They actively seek out alternatives to loans to pay for their education. Hear how one institution simplified its payment plan program to set up students for success, improve communication, and maintain real-time visibility during enrollment periods and beyond. Presenters will also explore best practices for institutions to streamline payment plan management, reduce the need for collections, and keep
Many institutions turn to business partners for their service delivery, efficiencies, expertise, and performance. But how do you examine and select new partners? How do you effectively monitor and measure your current arrangements to make sure you’re not just another client, but instead a partner? Why might you consider working with a different vendor—or solving a problem internally? Presenters will share their experiences and best practices for working with their vendors. Learn how to make the most of these arrangements to support your institution’s goals.
With the transition to a mobile lifestyle, what does this really mean as everyone comes back to campus? From mobile wallets, NFC, and digital credentials to ordering ahead, virtual queuing, and touchless access, the options for campus wide transactions and permissions offer a manageable path toward a safe, smart, and contactless experience for everyone. Join this demo session to understand the technology and protocol considerations when implementing mobile on your campus to ensure engagement, safety, and success.
The pandemic forced many institutions to question existing communication strategies. During this session, presenters will share how their institution partnered with a texting service to implement a yearlong campaign targeting specific cohorts of individuals. These groups included financial aid applicants, students with registration holds, and graduating students with balances. Examine the effectiveness of these initiatives and hear insights about how to seamlessly integrate similar strategies at your institution.
This session will feature several members of NACUBO’s Student Financial Services Council—an advisory group to the association—who will guide attendees through best practices and solutions for challenges facing student accounts operations across the country. The panel will cover The Great Resignation, working well with other departments, mental health, and productivity in a remote environment. Come ready to ask this panel of experts any questions you have about these top topics, and others!
NACUBO’s Student Financial Services Benchmarking Study is in its 14th year. During this session, the presenters will cover study findings will and provide insight on trends and practices in the SFS community, including unpaid balances and collections, payments and refunds, and third-party payments. These findings will provide important context for a lively discussion on staffing challenges and increased workloads for student accounts staff experienced during the
Opening a one-stop shop can be a challenge at any time, let alone during a pandemic. Hear one institution’s journey to becoming more efficient with collaboration between two very distinct and highly regulated offices. Panelists will explore the advantages of integrating financial aid, scholarships, student accounts, and financial literacy. There will also be discussion on some of the challenges faced during the project, as well as data utilized and staffing considerations. Finally, the presenters will review the training process, logistics, and data management, as well as the future of their one-stop.
Session Duration: 60 minutes; 2–3 pm ET
3:30 PM
The Admission Conundrum: Working Closely with Admissions to Resolve Accounts
Through collaborating closely with the admissions office to develop a sound financial plan for incoming students, one institution’s student financial services office helped to recruit record numbers of students for the 2021–22 school year.
Through strategic communications and personalized service, accounts were resolved faster, aid was processed quicker, and the traditional stress and rush of fall orientation evaporated into just another workday. Discover how investing in time early in the process can bring about a transformation in fortunes.
