This 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.
How to Attend Online
A selection of sessions will be broadcast live from Philadelphia. After you register, you will navigate to your NACUBO classroom to attend the broadcast and later access the recordings. Sessions will be loaded into registrants' classrooms a few days before the program begins.
On-Demand Recordings
All sessions listed below will be recorded and made available 1-2 weeks after the event ends. Registration for the live broadcast includes access to the recordings.
If you cannot attend the live broadcast, an on-demand version of the program will be available for purchase once the recordings are ready. Please note that the on-demand version will not provide CPE credit.
Please note you can only earn credit for attending the program live. Each individual must register and attend separately to earn credit.
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.
Empowering Students Through Virtual and Self-Service Platform Implementations
3:15–4:15 pm ET • 1 CPE Credit in Specialized Knowledge
In planning for a one stop service model, one institution had to quickly adjust its priorities when given a two-year timeline to complete their physical space. The team then began a journey of constant process improvement to drive effective student-focused change by challenging a decentralized model, understanding the complexities of a legacy environment, working with limited resources, and assessing the efficacy of current practices and policies. During this session, presenters will highlight the student-centered approach, situated in a process improvement framework, that led to enhancements in virtual and self-service options. They’ll also outline the theoretical underpinnings of the process improvement framework. Attendees will leave with the ability to adapt these strategies to meet the needs of their unique campuses, further bolster the student experience, enhance self-service options, and drive student success outcomes.
Jay Stefanelli, director, one stop student services center, Rutgers University–New Brunswick
3:15 PM
Helping Students Achieve Long-Term Financial Success
3:15–4:15 pm ET • 1 CPE Credit in Finance
Student debt is the second-highest consumer debt category after mortgages, totaling $1.7 trillion for 47.9 million Americans, with 95 percent holding federal loans. Over the last decade, the number of people with student loans has increased on average by 1 million annually. Programs like Public Service Student Loan Forgiveness provide debt relief to those choosing a career path that has a meaningful impact—like teachers and nurses. Hear how you can help students entering the workforce find a career path that helps them gain valuable experience while eliminating debt to achieve financial success by partnering with your Human Resources offices.
Speakers
Jared Aupperle, assistant vice president for HR support and services, University of Delaware
Melissa Bard, vice president and chief human resource officer, University of Delaware
Gisela McKenzie, benefits administration manager, University of Delaware
Adam Murphy, managing director, advice solutions, TIAA
Aaron Smith, co-founder, Savi Solutions, PBC
4:30 PM
Communicating with Students and Families
4:30–5:30 pm ET • 1 CPE Credit in Specialized Knowledge
We face the daily challenge of explaining to students and families why payments are due, regardless of whether they dropped out, failed their classes, or disliked their instructors. This session’s presenters will share how they have the necessary conversation with students and families, sometimes with tough love, regarding finances. They’ll share the university’s Top 10 expressions of good customer service, along with a discussion on the how the institution differentiates between high-touch customer services and streamlining the communication medium, all while maintaining the elite service for which they are known.
Speakers
Mary A. Dwyer, assistant director of student financial services, Lynn University
Jana Werksman, student financial services specialist, Lynn University
4:30 PM
Keeping the Student in Student Financial Services: Trends and Research on Student Needs
4:30–5:30 pm ET • 1 CPE Credit in Specialized Knowledge
Simply put, colleges would not exist without students. All the best financial practices, business operations, and collaborations cease to be applicable if students are not kept at the forefront when planning and executing financial services. This presentation will weave together new, original research, conducted by the presenter, with an overview of trends within American higher education that are likely to affect the way business officers carry out their operations. As students and their concerns and expectations evolve, so must the way we serve this ever-changing population.
Speakers
Travis Overton, vice president for executive initiatives, chief of staff, Coastal Carolina University
