2019 Bursars SFS Agenda

Agenda subject to change

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Sponsored by  Arrow Payments

Sponsored by Arrow Payments

Sponsored by  Nelnet  and  CampusGuard

Sponsored by Nelnet and CampusGuard

 

Sunday, March 31
8:30 a.m. - 12:00 p.m. FlyForum by Flywire Workshop (Complimentary)
1:00 - 5:00 p.m. Bursar Basics Workshop ($175 add'l fee)
Handcuffing Fraud: Payment and Treasury Security Risk Workshop by Strategic Treasurer ($199 add'l fee)
4:00 - 6:00 p.m. Conference Registration
6:00 - 7:30 p.m. Welcome Reception
Monday, April 1
7:00 - 8:00 a.m. Breakfast & Registration
8:00 - 8:30 a.m. Opening Remarks
8:30 - 9:30 a.m.
Keynote
Managing the Margins of Greatness - David Okerlund
9:30 - 10:00 a.m. Networking Break
10:00 - 11:00 a.m.
Concurrent Sessions
Birds of a Feather Networking: Beginning SFS Staff - Darla Freeborn, Whitworth University
Birds of a Feather Networking: Intermediate SFS Staff - Miranda Paredez, Touro College & University Systems
Birds of a Feather Networking: Expert SFS Staff - Charmaine Daniels, Morehouse College
Birds of a Feather Networking: Communicty College and the Non-Traditional Student (NTS) Campus - Sheri Cox, Ivy Tech Community College
Growth of Financial Wellness and Its Need in Higher Education - Phil Schuman, Indiana University & Bryan Ashton, Trellis Company
Assessing Your Existing Payment Systems and Department Needs - Bryan Jurewicz, Arrow Payments
Managing Payments Stakeholders and Third-Party Service Providers - CampusGuard Speaker TBD
11:00 - 11:15 a.m. Transition Break
11:15 a.m. - 12:15 p.m.
Concurrent Sessions
AR Best Practices - Torri Williams, Georgia State University
Veterans Resource Centers and Campus Veteran Support Programs - Dr. Richard Robitaille, United States Military Academy at West Point
The One Stop Shop Reinvented…and Then Reinvented Again! - Geri Landwehr, University of Northern Colorado
Managing Your Perkins Portfolio during a Time of Change - Maria Livolsi, SUNY & Lori Hartung, Todd, Bremer & Lawson, Inc.
Research to Practice: Student Financial Wellness Survey - Nick Kilmer, Texas A&M University & Bryan Ashton, Trellis Company
Share More, Work Less: Cooperative Involvement in PCI/DSS Compliance - DeAnna Henninger, Wake Forest Baptist Health, Rush Taggert, Card Connect & Dustin Rich, A-lign
TBA
12:15 - 1:15 p.m. Lunch
1:15 - 2:15 p.m.
Concurrent Sessions
Cash Handling: Beyond the Window - James Burgdorf, University of Illinois
TBA
#Trending Topics - Laurie Beets, Oklahoma State University
Life of a Dispute in Today's Regulated Environment - Jim McCarthy, ConServe
Financial Triage: A Student Success Story - Paul Goebel, University of North Texas
Bringing Your Payments Systems into the 21st Century - Bryan Jurewicz, Arrow Payments
Campus Spend: How to Become the Next Profit Center - Linda Wilson, Gonzaga University
2:15 - 2:45 p.m. Networking Break
2:45 - 3:45 p.m.
Concurrent Sessions
Birds of a Feather Technology: Colleague Open Forum - Darla Freeborn, Whitworth University
Birds of a Feather Technology: PeopleSoft Open Forum - Jeane Olson, University of North Texas
Birds of a Feather Technology: Banner Open Forum - Charmaine Daniels, Morehouse College
Birds of a Feather Technology: Closing the Gap - Miranda Paredez, Touro College & University Systems
Birds of a Feather Technology: Improving the User Experience in Your Financial Education Programming - Phil Schuman, Indiana University
Cybersecurity - The Human Factor - Craig Jeffery, Strategic Treasurer LLC
Securing Campus' Complex Payment Environments with PCI-Validated Point-to-Point Encryption (P2PE) - Jane Aube, Middlebury College; Eldred Garcia, Blufin
3:45 - 4:00 p.m. Transition Break
4:00 - 5:00 p.m.
Concurrent Sessions
Lead by Example: Management 101 - Jessica Sabourin, Harvard University
Leading Staff in an Academic Setting - Charlotte Wade, University of North Georgia
The Post-9/11 Veterans Educational Assistance Act and the Forever GI Bill of 2017 - Dr. Richard Robitaille, United States Military Academy at West Point
Developing a Collection Agency RFP and Vendor Oversight Checklist - Maria Livolsi, SUNY
Financial Literacy Tools and Strategies for the GenZ Student - Judith Flink, Flywire; Betsy Burton-Strunk, BankMobile Disbursements
TBA
International Student Payments: Customer Service, Timing, and Security - Jared Goodall, University of North Georgia
Tuesday, April 2
8:00 - 8:45 a.m. Breakfast & Registration
8:45 - 9:00 a.m. General Remarks
9:00 - 10:00 a.m.
General Session,
Courtesy of Flywire
A Thriving Mindset in Times of Change - Brad Waldon, 99 RainMaker
10:00 - 10:30 a.m. Networking Break
10:30 - 11:30 a.m.
Concurrent Sessions
Your ERP and How to Minimize Input While Maximizing Output - Darrnell Long, Georgia State University
Enrollment Trends Impacting the Student Accounts Office - Jared Goodall, University of North Georgia
1098-T – We Survived! - Charmaine Daniels, Morehouse College
Washington D.C.'s Influence on How We Do Our Job - Karen Reddick, National Credit Management; Maria Livolsi, SUNY; Jeane Olson, University of North Texas
R.O.I. FOR M.E. - Nick Kilmer, Texas A&M University
Working with the Rapidly Changing Global Community - Panel: Jessica Sabourin, Harvard University; Susan Kolls, Northeastern University; Kelli Accardi, Flywire Payments Solutions; Amir Erez, Cedar Financial
VoIP: The Hidden Threat - DeAnna Henninger, Wake Forest Community Health
11:30 a.m. - 12:30 p.m. Lunch
12:30 - 1:30 p.m.
Concurrent Sessions
Is the Customer Always Right? Re-Envision Customer Service in Higher Education - Sheri Cox, Ivy Tech Community College
Money Ball for Bursars: Optimizing your Team Talent - Torri Williams, Georgia State University
Student Financial Responsibility Statements: How to Keep Your University Out of Legal Trouble! - Geri Landwehr, University of Northern Colorado
Beyond the RFP: Monitor More Than the Agency Commissions - James Burgdorf, University of Illinois
Higher Education Financial Wellness Panel - Phil Schuman, Indiana University; Nick Kilmer, Texas A & M; Paul Goebel, University of North Texas; Katherine Doss, Palton Alto Communtiy College
P2PE to Reduce the Scope, Risk and Cost of Maintaining and Proving Compliance - Jon Bonham, Coalfire
Corporate Account Takeover – Don’t Let Your Campus Become a Statistic - Patty Presta, AAP, WesPay
1:30 - 1:45 p.m. Transition Break
1:45 - 2:45 p.m.
Concurrent Sessions
Financial Aid 101 For the Bursar’s Office - Geri Landwehr, University of Northern Colorado
Two Cultures: One Voice - Amanda Flurry, Millersville University of Pennsylvania
Data-Driven Decision Making in the SFS Office - Jeane Olson, University of North Texas
The Rumble in the Concrete Jungle – Student Retention vs Lowering Your Receivable - Darrnell Long, Georgia State University
TBA
Data Security in Student Financial Services - Jane Aube, Middlebury College
Risk vs Reward: Understanding the Best Payment Type for Your Institution - Beth Dubyak, University of Pittsburgh Medical Center Enterprises and Vincent Payment Solutions
2:45 - 3:15 p.m. Networking Break
3:15 - 4:15 p.m.
Concurrent Sessions
TBA
So You Think You Have Diversity Covered On Your Campus? - Darrnell Long, Georgia State University; Jessica Sabourin, Harvard University; Kendra Thomas, Harvard Medical School
Solving Student Payment Puzzles: Tips to Identify and Process Ambiguous Entries - Laurie Beets, Oklahoma State University
Simmer Down! De-escalation and the Customer Experience - Amanda Flurry, Millersville University of Pennsylvania
Student Financial Literacy – Go for the Gotchas - Charlotte Wade, University of North Georgia
Are You Ready for the Mobile Generation? - Ryan Audus, Touchnet
TBA
Wednesday, April 3
8:00 - 9:00 a.m. Breakfast
9:00 - 9:15 a.m. Closing Remarks
9:15 - 10:45 a.m. Roundtable Discussions
10:45 a.m. Conference Concludes
 

Workshop Descriptions

Bursars Basics Workshop

Darla Freeborn - Whitworth University

How are day-to-day operations in the Bursar’s Office most effectively handled? What practices can help lower your receivables balances while at the same time maintaining good future alumni relations? How do you handle personnel problems and build a good team? Join us for an afternoon full of good information and a lot of sharing and discussion while we cover a myriad of essential practices. We’ll cover everything from payment plans, cashier/money handling practices, and customer service to collections, federal regulations, the audit, those tough personnel management issues, and more. So, whether you’re a bursar new to the industry or a seasoned bursar looking to review, refresh, and maybe get a few new ideas, we’d love to have you join us.

Learning Objectives

  • Learn how to build a cohesive, functioning team
  • Discover tips and tricks for successfully collecting balances owed
  • Gain knowledge that will ensure that your institution is following federal regulations and guidelines


Handcuffing Fraud: Payment and Treasury Security Risk Workshop

Craig Jeffery - Strategic Treasurer LLC

The sophistication level of criminals perpetrating fraud on organizations has grown dramatically. They use automation and deception to exploit vulnerabilities across the entire enterprise from the perimeter to people. The loss of data and money cannot be ignored. This session will address the: 1) recent history of fraud via case studies and industry data 2) review the criminal playbook and methods of attack 3) look at the primary areas an organization must control 4) explore and diagnose the steps that are required to elevate an organization's defenses and security principles to ensure leading practices are employed.

Learning Objectives

  • Understand recent and common cases of fraud (data exploits, theft) and the areas of weaknesses that allowed the exploit to succeed.
  • Provide attendees a breakdown on the four key sections of the criminal playbook
  • Develop a clear view into the five primary areas requiring improved defenses
  • Understand how to perform a high-level assessment of exposures in payment processes
  • Identify relevant action steps to a better security posture in their organization

This session will conclude with a group discussion and Q&A session.

**This workshop earns 4.2 CTP credits from AFP for qualified attendees. Please see the instructor for details.**

Session Descriptions

#Trending Topics

Laurie Beets - Oklahoma State University

This session provides a forum to discuss hot emerging business topics with peers.

Learning Objectives

  • In this session you will take away the latest trends in the Student Accounts Office
  • Take away cutting edge solutions that schools have implemented

 

1098-T – We Survived!

Charmaine Daniels, Morehouse College

Now that tax filing season is over, let’s discuss the successes and challenges we had with the change from box 2 to box 1 reporting. Come prepared to share your ideas and issues – regardless of the system you use.

Learning Objectives

  • Identify and assess the pitfalls to watch for with the 1098-T processing
  • Apply tools and tips to increase accuracy and efficiency of processing these forms

Do you have questions or comments on this session or ideas to share with the instructor? Please send your questions or comments to PDG at info@prodevmeetings.com. This session will conclude with a Question and Answer period with time for reflection.

 

AR Best Practices

Torri Williams, Georgia State University

This is not your typical best practices session. Are students the focus of your departmental procedures or were the students expected to fit into the box of our rules? We typically require students to fit inside best practices that work for our office and do not consider the interaction or encounter of our students. Come with an open mind and let’s review our office focus as it relates to student success. This session should provide simple and actionable items you can use at your institution.

Learning Objectives

  • Purpose of Policy and Procedures
  • How to use Design Thinking to improve the student experience
  • Procedures and Student Success

 

Are You Ready for the Mobile Generation?

Ryan Audus, Touchnet

The way we pay is changing, and your students will be early adopters for this new technology. Find out what you need to do to stay current with the wave of new payment methods now available.

Learning Objectives

  • Define the current methods of payments used on mobile platforms.
  • Examine the habits of teenage and college-aged mobile users as early adopters of technology.
  • Learn how heavy mobile usage among early adopters impacts the needs of higher education to adopt and adapt to new payment methods.
  • Understand emerging payment methods and how they fit into the payment ecosystem.

 

Assessing Your Existing Payment Systems and Department Needs

Bryan Jurewicz - Arrow Payments

Every department on your campus has a need for unique software and payment systems. Consider payments for athletic tickets online, alumni relations donations over the phone and dining halls accepting payments in person. All of these departments use different software that needs to be integrated with payments. How do you begin to navigate this landscape of complexity and security requirements to uncover all of the possible needs to accept payments on campus, both now and in the future? A large public university will share their experience of completing a campus-wide discovery project in November of 2018. Learn what surprises they found, what unique use-cases came up, and how they distilled all of that information to create a plan for PCI compliance across campus.

This session will conclude with a group Q and A session.

Learning Objectives

  • Understand how to identify the variety of department needs on your campus.
  • List the steps to complete a campus-wide discovery project.
  • Articulate pitfalls and challenges to uncovering all of your departments’ payment needs.

 

Beyond the RFP: Monitor More Than the Agency Commissions

James Burgdorf - University of Illinois Systems

The RFP for new collection agencies has concluded and notifications sent to the winning agencies. Whether your institution retains existing agencies, or get to forge new partnerships, the next step is to plan for beyond the RFP and audit your agencies. This session will review one school’s process to audit its collection agencies for compliance to contractual and regulatory obligations.

Learning Objectives

  • List key laws, rules, and regulations related to collection activities
  • Review a sample audit process
  • Devise an audit plan

 

Birds of a Feather Technology: Banner Open Forum 

Charmain Daniels - Morehouse College

Are there processes in Banner that you need help with? Are you a Banner guru that can share information with the rest of us? Can you share in your experience with the new updates in version 9.0? Please join us to find answers to your questions and to share what you know.

 

Birds of a Feather Networking: Beginning SFS Staff  

Darla Freeborn - Whitworth University

This session offers a quick orientation to people new to the industry and a follow up townhall discussion geared just for Beginners. Darla Freeborn, Bursar at Whitworth University in Spokane, Washington will host this conference orientation and follow up table topic discussion for those new to the industry or higher ed.

Learning Objectives

  • Learn tips on making the most of your PDG Conference experience
  • Discover what you know and what you don’t know
  • Gain key relationships that could impact your future path
  • Take away a different or new approach to old challenges

Do you have questions or topics that you want to be sure are discussed? Send your topics and questions to PDG at info@prodevmeetings.com.

 

Birds of a Feather Networking: Intermediate SFS Staff

Miranda Paredez -Touro College & University Systems

This session will offer a quick orientation to people new or a few years into the industry and tips on making the most of your conference experience. After a brief introduction to our PDG conference, Laurie Beets, Bursars at Oklahoma State University will be your host and moderator for an open discussion on topics and challenges facing you at your campus.

Learning Objectives

  • Learn tips on making the most of your PDG Conference experience
  • Discover what you know and what you don’t know
  • Gain key relationships that could impact your future path
  • Take away a different or new approach to old challenges

Do you have questions or topics specific to private institutions that you want to be sure are discussed? Send your topics and questions to PDG at info@prodevmeetings.com.

 

Birds of a Feather Technology: Closing the Gap

Miranda Paradez - Touro College

Bursar Technology - Fact or Fiction? Bursar Technology does in fact exist and it is easier to implement than you think. This session will cover the ways to manage the balance between the institutional plans to implement new technology and the impact on the available resources within the Office of the Bursar. Learn how one school implemented a new ERP system, payment system and more all at once and lived to tell about it. Even small amounts of technology will allow your team to be more efficient thus creating more productivity.

 

Birds of a Feather Technology: Colleague Open Forum

Darla Freeborn - Whitworth University

Calling all Colleague schools! Do you have processes you need help with? Are you using processes you feel you have a really good handle on that you could share information about? Please join us to get answers to your questions and share what works well for you.

Learning Objectives

  • Learn tips for successful processing of the new 1098T procedures
  • Learn tricks for successfully navigating the new Colleague UI5

 

Birds of a Feather Networking: Community Colleges and the NTS Campus

Sheri Cox - Ivy Tech Community College

This session offers a quick orientation to people challenged with either a majority of Non-Traditional Students (NTS) or a large body of these students. The orientation will follow up with a townhall discussion geared just for these staff members. Sheri Cox, Ivy Tech Community College in Bloomington, IN will host this conference orientation and follow-up table topic discussion.

Learning Objectives

  • Learn tips on making the most of your PDG Conference experience
  • Discover what you know and what you don’t know
  • Gain key relationships that could impact your future path

Do you have questions or topics that you want to be sure are discussed? Send your topics and questions to PDG at info@prodevmeetings.com.

 

Birds of a Feather Networking: Expert SFS Staff

Charmain Daniels - Morehouse College

This session will offer a quick orientation to our veterans in the SFS office. Charmaine Daniels, the Associate VP in the SFS Office, will then open up the session for a group discussion on topics and challenges your school is facing.

Learning Objectives

  • Learn tips on making the most of your PDG Conference experience
  • Gain key relationships that could impact your future path
  • Take away a different or new approach to old challenges

Do you have questions or topics that you want to be sure are discussed? Send your topics and questions to PDG at info@prodevmeetings.com.

 

Birds of a Feather Networking: PeopleSoft Open Forum

Jeane Olson - University of North Texas

Calling all PeopleSoft schools! Have you converted to PS 9.2? Love fluid, not sure if you like fluid? Come teach, come learn, come network with other PeopleSoft users. Now is your chance to help your colleagues or learn from your colleagues. Submit your questions or topics for discussion to info@prodevmeetings.com.

Learning Objectives:

  • Learn how others are using PS delivered functionality
  • Discuss the pros and cons of delivered functionality vs. modification
  • Learn different options of data set-up in other CS modules and how it affects your processes

 

Birds of a Feather Technology: Improving the User Experience in Your Financial Education Programming

Phil Schuman, Indiana University

With the complexity of the cost of college, determining how much a student will have to pay for a college education can be incredibly frustrating. A collaboration through multiple offices, including the Bursar, at Indiana University has led to a student cost calculator that both helps families estimate the total cost of college and encourages behavior changes to lessen the cost. Learn the features of the calculator, how it maximizes user experience and how your institution can implement a similar initiative.

Learning Objectives

  • To get attendees to discuss how they can improve student financial well-being by focusing on their technological capabilities
  • Attendees will be able to devise ways to utilize technology effectively to help students make more informed financial decisions
  • Attendees will identify how they can create a more engaging user experience for their students when providing financial education
  • Review how an institution went from a standard tuition calculator to a tool that is reimagining how students prepare themselves for the cost of college, and how small decisions can add up to a brighter financial future

This session will conclude with a group discussion and Q and A session.

 

Bringing Your Payments Systems into the 21st Century

Bryan Jurewicz - Arrow Payments

As payment technology continues to evolve at lightning speed, universities and colleges have the challenge of providing the flexibility of payment solutions for a decentralized campus environment while maintaining visibility and financial oversight. Each department tends to want unique solutions that fit the specific needs of their customer base. How do you address department requirements without drowning your treasury team in manual reconciliation across multiple systems? Learn how a private research university brought their treasury operations into the 21st century while staying ahead of the needs of their departments, reducing PCI compliance scope and creating significant operational efficiencies across campus.

Learning Objectives

  • Understand how to achieve PCI compliance and manage system-wide payments acceptance security across decentralized departments
  • Identify what external resources are available without needing payment system security and PCI compliance expertise on staff
  • Develop a roadmap to determine and implement solutions to address department needs.

This session will conclude with a group Q and A session.

 

Campus Spend: How to Become the Next Profit Center

Linda Wilson - Gonzaga University

Find out how Gonzaga University was able to implement two unique payment strategies in the Controller’s Office that resulted in triple card rebate growth and a revenue generating office with improved resources for customer support and sustainability. By using an automated system for their travel program and by transitioning to a one card approach the Gonzaga cards team achieved results not seen in Linda’s 15 years of service. The one card program has impacted a number of payment systems on campus including vendor’s use of ghost cards, cards specific for the AP manager, cards for Gonzaga buyers and the use of Ghost cards for air travel expense integration. As she puts it, “We are the only team in our office who produces a P&L monthly to prove we are self-supporting and bring revenue to the university!"

Learning Objectives

  • Review card program payment spending
  • Identify low hanging fruit for card program use
  • Discuss examples ghost card use
  • Leveraging the departments P&L for sustainability

 

Cash Handling: Beyond the Window

James Burgdorf - University of Illinois Systems

This session is for bursar cashiers with beginning to intermediate experience working the window. Session will cover identifying responsibilities, internal controls, recognizing and applying proper cash handling practices, and open discussion of best practices.

Learning Objectives

  • Identify responsibilities and internal controls related to cash handling.
  • Recognize and apply proper cash and check handling practices.
  • Discuss and share best practices.

 

Corporate Account Takeover – Don’t Let Your Campus Become a Statistic

Patty Presta - WesPay

The FFIEC issued Guidance on Authentication in an Internet Banking Environment, which identifies increased risk and requires your financial institutions to review its tools for online authentication and authorization. Learn what the FFIEC is educating your financial institution on and how to protect your campus. In addition, this session will address steps your campus can take to protect itself from malicious malware hijacking of your banking information, passwords, keylogging, shared secrets and your IP address.

Learning Objectives

  • Recognize a corporate account takeover, who are the attackers and how does it work?
  • Learn what your financial institution must do to help protect your campus
  • Review best practices you can implement at your campus to prevent it from being targeted

 

Cybersecurity - The Human Factor

Craig Jeffery, Strategic Treasurer LLC

Session description coming soon.

 

Data-Driven Decision Making in the SFS Office

Jeane Olson - University of North Texas

Are you using data to inform your business decisions? Should you be? In this session we will talk about the buzz term big data that has no single, agreed upon definition, yet can reveal information that can enable insights, innovation, and improved decision making for the Student Account Office.

Learning Objectives

  • Collecting data
  • Extracting patterns and facts from that data
  • Utilizing those facts to make inferences that influence decision-making

 

Data Security in Student Financial Services

Jane Aube, Middlebury College

Data security—isn’t that IT’s problem? This session will explore the role you play in data security at your institution. Discuss resource avenues for data security requirements and best practices. Learn how Middlebury College implemented departmental and institutional practices to reduce our risk of a data breach.

Learning Objectives

  • Create awareness of potential compliance issues within your institution
  • Discuss and share best practices
  • This session will conclude with a group discussion and Q and A session

 

Developing a Collection Agency RFP and Vendor Oversight Checklist

Maria Livolsi - COHEAO and SUNY

Developing an RFP can be a time-consuming and confusing process due to the extensive regulatory requirements we must incorporate. This session will review the type of information you should include, a rating model for evaluating bids, and the type of information you should review on a regular basis to ensure your third-party agencies are in compliance with contract requirements.

Learning Objectives

  • Review common RFP elements and structure
  • Discuss best practices
  • Review a vendor oversight checklist

 

Enrollment Trends Impacting the Student Accounts Office

Jared Goodall - University of North Georgia

Let’s face the facts, trends in student financial services in Higher Ed are rapidly changing and evolving. Ultimately the Bursars and Student Accounts main objective is to invoice accurately and then collect on timely basis all while lowering receivables outstanding. Unfortunately, there are a lot of obstacles preventing us from doing just that. Changes in academic teaching periods, the creation of new degrees and certificate programs, drop vs retention in enrollment and keeping up on evolving processes from the registrar’s office.

Learning Objectives

  • Recognize and interpret academic and enrollment trends as it pertains to Bursar regulation, policies, and procedures
  • Develop and determine methods on how a Bursar can meet the demands of these trends without putting the institution at risk
  • Identify and analyze Registrar processes and procedures that affect Bursar’s Office processes and procedures
  • Establish strategies for working with your Registrar’s office to reduce or eliminate errors that result in mistakes on student accounts

 

Financial Aid 101 for the Bursar’s Office

Geri Landwher - University of Northern Colorado

How do financial aid policies and regulations affect the Bursar’s office? Join this session to learn how to make sure the offices work closely together and have each other’s back.

Learning Objectives

  • Understanding financial aid basics
  • What are the basic financial aid disbursement rules
  • How does return of Title IV refunds affect the Bursar’s office
  • Helpful resources for financial aid

 

Financial Triage: A Student Success Story

Paul Goebel, University of North Texas

Financial Triage is the process of identifying financial resources and prioritizing options for students by providing immediate access to staff representatives who have the authority to provide answers and support. We will explore a new retention initiative being piloted by the Student Financial Services, Student Money Management Center, Dean of Students, and Student Financial Aid & Scholarships Office at the University of North Texas. Learn how these offices are working more collaboratively to better serve students in need. Get the money stat!

Learning Objectives

  • Recognize key support components of a financial triage initiative
  • Identify a plan to create a financial triage collaborative initiative for your students

 

Financial Literacy Tools and Strategies for the GenZ Student

Judi Flink - Retired, University of Illinois System and Flywire
Betsy Burton-Strunk -  BankMobile Disbursements

The majority of Generation Z are debt averse and concerned about financial wellness. However, 80% rely on parents and family for financial information. This has proven to be a less than desirable path, because so many of these parents grew up in a different financial environment, with less sophisticated options relating to finances. They truly struggle to understand the new options themselves. With shifts towards self-service, automation, and 24/7 availability of apps and digital banking, the financial options have changed dramatically since even 10 years ago.

It is important for institutions to provide some basic programs to address financial literacy and money management in order to give Generation Z a better foundation for making important financial decisions. This presentation will share ideas for building financial literacy resources on campus and encourage information sharing between participants.

Learning Objectives

  • Recognize the shift in expectations from millennials to Gen Z
  • Understand what financial literacy is
  • Learn where to find resources that will support the development of financial literacy programs

 

Growth of Financial Wellness and Its Need in Higher Education

Phil Schuman, Indiana University & Bryan Ashton, Trellis Company

Over the past 20 years, there have been significant changes to ways that individuals finance their college education. These changes have led to increased costs and resulted in record levels of student, and parent, borrowing. This has spawned a new set of stressors affecting the wellness of the students we interact with. Due to the increased financial burden, the need for student financial education is now greater than ever and is being addressed at universities across the country. In this session, we’ll examine the current state of financial wellness across the country, as well as research and tools that are leading the way toward a more well student. Attendees can expect to begin a strategy for providing financial wellness resources -- or consider ways to enhance their current efforts in this area.

Learning Objectives

  • Identify prominent issue facing schools and potential impacts of a financial wellness program
  • Review relevant research that indicates the struggles many students across the country are facing as a result of finances
  • Develop a plan to enhance current financial wellness efforts on their campus

This session will conclude with a question and answer period and time for reflection and sharing.

 

Higher Education Financial Wellness Panel

Phil Schuman, Indiana University; Nick Kilmer, Texas A & M; Paul Goebel, University of North Texas; Katherine Doss, Palton Alto Communtiy College

The topic of financial wellness is becoming more and more prevalent on college campuses across the country. As institutions work on the creation and/or enhancement of their program it can be difficult to find the necessary contacts to answer their questions, especially in such a relatively new field.

This session will provide the best opportunity for those interested in higher education financial wellness to learn more about the climate of the field from some of its top experts. And since these panelists have been vetted by those involved in the Higher Education Financial Wellness Summit, you can be sure that they have enough knowledge and personality to give quality information without putting anyone to sleep.

Learning Objectives

  • Attendees will be able to identify the issues their institution and others across the country are facing, as it relates to student finances
  • Attendees will be able to apply the knowledge gained from the answers of the experts to their own financial wellness efforts on their campus
  • Attendees will develop networks of like-minded individuals to build a community of contacts that will help them with their programs


International Student Payments: Customer Service, Timing, and Security

Jared Goodall - University of North Georgia

We will explore the pros and cons of international student payment methods. Discuss the security requirements that your institution should keep in mind when considering these methods. Consider the timing of fee payment deadlines for international students. Explore different scenarios that make even the best payment methods challenging for our international students. We will also drive into the basics of F1 and J1 visa financial requirements and the limitations of these standards that a Bursar and their office should know.

Learning Objectives

  • Identify and examine payment methods available to international students according to customer service, security, and institutional requirements
  • Recognize and assess international student financial requirements and challenges to specific payment methods

 

Is the Customer Always Right? Re-Envision Customer Service in Higher Education

Sheri Cox - Ivy Tech Community College

Is the customer always right? Is the student always your customer? This session is about defining who your customer is, assessing your customer service culture, and ultimately finding ways to better serve your students. We will follow up with a question and answer session.

Learning Objectives

  • Learn to assess your current customer service protocol
  • Review principles and techniques of exceptional service
  • Discuss ways to prepare customer service staff for success

 

Lead by Example: Management 101

Jessica Sabourin - Harvard University

New managers often make the mistake of thinking that being promoted to a management title is the way to success – and what they want in their career. Managing others can be one of the most rewarding parts of a job—but that doesn't mean it's always easy; especially the first time around. Many new managers do not have the resources at their institutions for management training 101 or an educational background in management.

We will discuss the skills required to successfully manage as well as the important laws and policies that you need to be aware of. When developing your management style, think about the things you appreciated most and least, in your own managers when you first joined the working world. The team’s success is your success. How will you help your team create a safe, productive and diverse environment while helping them develop professionally for growth? We’ll discuss this in addition to the importance of feedback, hiring the right people and how to work with poor performing team members.

 

Leading Staff in an Academic Setting  

Charlotte Wade - University of North Georgia

Have you ever stopped to consider why you do what you do? What about your staff? What motivates them to deliver excellent customer service when the pressure is on? How do you and your team support the mission statement of your institution? Bring a copy of your institution's mission statement and spend some time digging for answers to these questions.

 

Life of a Dispute in Today's Regulated Environment

Jim McCarthy - ConServe

Consumers have the right to dispute collection accounts. We will look at the life a dispute and discuss methods of making the process efficient for the consumer while focusing on compliance, revenue, and regulatory requirements.

Learning Objectives

  • What is and what is not a dispute – social media, collection calls, surveys, written disputes
  • Client Expectations - How to manage dispute input channels – identify and create efficiencies
  • Manage disputes to maximize collections – return accounts to the collection floor and don’t lose a trade-line

 

Managing Payments Stakeholders and Third-Party Service Providers

Speaker TBD - CampusGuard

You are responsible for merchant and service provider oversight – and you need close collaboration with campus stakeholders and your third-party vendors to be successful. This session reviews the expectations and motivations of these constituencies, where each fit into your strategy, where the risks are, and present best practices for developing a culture of working together for successful outcomes. We will review the following in the course of the session: Campus Stakeholders, Third Parties, Merchant Departments, eCommerce Vendors, Information Technology, Banks/Acquirers, Information Security, Processors, Business Office, Payment Plan Vendors, Internal Audit, 3P Payment Applications, General Counsel, Consultants, Purchasing, and more.

Whether this is your first year at PDG Bursars or maybe you’ve recently been gifted with the “opportunity” of managing campus payments – or you’re a veteran, it’s natural to feel as though everyone around you knows more than you know. Whatever the case, by the end of this session you’ll be prepared to get the most out the conference and your professional career to come. Take advantage of CampusGuard’s 10 years’ experience supporting higher education payments security to guide you toward becoming a compliance program that succeeds rather than one that struggles.

Learning objectives

  • Identify Campus Stakeholders
  • Identify Third Party Vendors
  • Understand their expectations and motivations
  • Strategies for collaboration and success

 

Managing Your Perkins Portfolio During a Time of Change

Lori Hartung - Todd, Bremer & Lawson, Inc and Maria Livolsi - COHEAO and SUNY

Now that the Perkins Program has expired, schools must decide whether they will continue servicing their Perkins loans or liquidate the program. In either case, it is important to ensure your portfolio is healthy and fit and that you develop an informed strategy that protects and maximizes your capital investment. This session will focus on that as well as reviewing the benefits and risks of assignment and liquidation.

Learning objectives:

  • What steps can you take to improve the fitness and collectability of your Perkins portfolio?
  • Is it more cost effective to service your loans or assign them to the Department and what information do your decision-makers need in order to best decide your course of action?
  • What is the best strategy for maximizing the recovery of your institution’s investment in your Perkins portfolio while minimizing your risk?

 

Money Ball for Bursars: Optimizing your Team Talent

Torri Williams, Georgia State University

Money Ball for Bursars – In the movie “Money Ball”, Jonah Hill’s character Peter Brand comes up with a formula that utilizes players strengths in order to produce a stronger baseball team with less resources. Does this sound familiar to your department; shrinking budget, doing more with less resources, getting the most out of your team? You don’t have to be a baseball or analytic expert in order to build a better Student Financial Office Team. Torri Williams explains her simple strategy utilizing assessment tools in the hiring process in order to successfully place a new team member in the right positions that favor their strengths.

This session will conclude with a questions and answer period with time for reflection.

 

P2PE to Reduce Scope, Risk, and Cost of Maintaining and Proving Compliance

Jon Bonham - Coalfire

Taking payment cards is a must in today’s business environment. The ability to take them is based on meeting the terms of the contract with the card brands and the bank. One of the terms in every contract is that PCI compliance be met at all times. This is hard to do with the large diverse organizations such as universities. More and more schools are turning to new technologies to help achieve this goal. The sales people all say they have the answer but sometimes the language can be fuzzy or misleading. What is point to point encryption? What is end to end encryption? Which is right for me? This presentation is designed to give the audience a better understanding of the different technologies that are out there. How they work in different areas or departments across campus. There will be a time for question and answers about these and other PCI issues.

Learning Objectives

  • Understand what PCI is and why it is important
  • Identify how different technologies can impact your compliance positively and negatively
  • Appreciating the balance of compliance and meeting the business needs of the university

 

PCI Compliance - Everybody's Business

Linda Wilson - Gonzaga University

Learn how Gonzaga University was able to partner with their IT department in developing a PCI Incidence Response Plan on campus.

Learning Objectives

  • Assess third-party payment processors
  • Review the needs in your legal agreements
  • Identify what PCI compliance practices need to be in your training
  • Discuss examples of recent breaches
  • Examine the effects of breaches on your University’s reputation

Come prepared to share your school’s stories and best practices on PCI compliance on your campus. This session will conclude with a question and answer period with time for reflection.

 

Research to Practice: Student Financial Wellness Survey

Nick Kilmer, Texas A&M University & Bryan Ashton, Trellis Company

Trellis’ Student Financial Wellness Survey (SFWS) seeks to document the financial well-being of post-secondary students and provide institutions with a detailed profile of the financial issues their students face, some of which could potentially impact their success in college. In this session, presenters will share findings from this survey. Nick Kilmer from Texas A&M University, will lead discussion around the implications of the findings for practitioners.

Learning Objectives

  • Be exposed to emerging research on financial wellness issues facing students
  • Be able to use data to spark discussions about the interrelation between financial wellness and student success on campus
  • Engage in discussion with other practitioners about using data to inform financial wellness programming

 

Risk vs Reward: Understanding the Best Payment Type for Your Institution

Beth Dubyak, University of Pittsburgh Medical Center Enterprises and Vincent Payment Solutions

What is the riskiest payment type? What’s the least? What’s the best for you? Payment options have increased over the years. From cash, to check, to gift card, to debit it can be hard to keep up on what’s the best – and safest – for your institution.

Led by Beth Dubyak, President of Vincent Payment Solutions, Inc., this talk will feature best practices for navigating types of payments, including how to avoid common downfalls on everything from 1099s to leftover gift cards. Ms. Dubyak will also dive into the variety of factors that impact a institutions’s obligations to make payments and will share her expertise to help you determine what options are the most flexible, secure, and efficient for your organization.

Learning Objectives

  • Attendees/Participants will understand the payment options available for various institutional departments and organizations
  • Attendees will understand pros and cost of various payment types including the associated risks
  • Attendees will understand which payment types offer the most flexible, secure and efficient options

 

R.O.I. FOR M.E.

Nick Kilmer, Texas A&M University

The Money Education (ME) Center at Texas A&M University was opened to impact the financial literacy and wellness of its 69,000 students. With staff and resources, the ME Center is capable of doing so, but only with a sound, long-term strategy. Its strategic plan, R.O.I. for M.E., is focused on maximizing the Center’s return on investment through initiatives and programs related to Research, One-on-one advising, and Instruction. This presentation will explain this strategy and its benefits.

Learning Objectives

  • Better understand how financial education directly supports university priorities
  • Learn how to collaborate with campus partners to create for credit financial literacy courses
  • Become aware of different methods for increasing student loan literacy and reducing student loan default
  • Understand different opportunities to engage with at-risk students and how research can support financial literacy efforts

 

Securing Campus' Complex Payment Environments with PCI-Validated Point-to-Point Encryption (P2PE)

Jane Aube, Middlebury College; Eldred Garcia, Blufin

During this breakout session, Bluefin and Middlebury College will provide a detailed overview and case study on PCI-Validated Point-to-Point Encryption (P2PE) and its role in devaluing card data, securing your systems, and reducing PCI compliance scope.

Specifically, the session will discuss:

  • The current state of payment security, including 2017 and 2018 breach numbers
  • How malware operates to steal card data
  • The role of EMV, Tokenization and P2PE
  • The origin of PCI-validated P2PE and how it differs from non-validated solutions
  • PCI-validated P2PE scope reduction and cost benefits
  • Use cases for PCI-validated P2PE in the educational setting
  • Industry Case Study: Middlebury College’s Implementation of PCI-validated P2PE

 

Share More, Work Less: Cooperative Involvement in PCI/DSS Compliance

DeAnna Henninger, Wake Forest Baptist Health; Rush Taggert, Card Connect; Dustin Rich, A-lign

Join experts from across the PCI/DSS spectrum in a 360-degree look at formulating an efficient plan of compliance for your program. Multiple transaction types, data rich environments, open networks and sophisticated attack strategies make PCI/DSS readiness essential but demanding. Best practices are your best defense and enlisting the perspective of a third-party provider and qualified security assessor can help reveal potential blind spots, as well as efficient solutions. In this session, DeAnna Henninger PCI Compliance Manager, Wake Forest Baptist Health, Rush Taggert of Card Connect, and Dustin Rich of QSA firm A-lign explore strategies to help you get the best information with the least amount of effort. Understanding the goals, perspective and experience of all parties involved can lead to new resources, critical insights and helpful allies.

Learning Objectives

  • Understand the process of PCI/DSS compliance from the perspective of cooperative involvement with third party providers and security assessors
  • Identify common language, opportunities for efficiency, emerging technology solutions and proven best practices
  • Define strategies for leveraging the value of input, insight and experience of all parties involved in the compliance process

 

Solving Student Payment Puzzles: Tips to Identify and Process Ambiguous Entries

Laurie Beets - Oklahoma State University

Payments to students can be a bit of a mystery when key details aren't clear or available. Is it a scholarship? Stipend? Third Party Contract Payment? Fellowship? Paycheck? When you're not sure what the payment is, it can be very challenging to properly process. What are the most efficient ways to identify payments and process them properly when key details aren't available? Grab your magnifying glass and sleuthing hat, and join Oklahoma State's Laurie Beets as she puts her 24+ years experience in higher education to work solving student payment mysteries.

Learning Objectives:

  • Determine systematic approaches to define types of payments in the absence of full details
  • Review steps for processing various types of payments in order to comply with policy and IRS laws
  • Engage in group discussion about creative problem solving

 

So You Think You Have Diversity Covered On Your Campus?

Darrnell Long, Georgia State University; Jessica Sabourin, Harvard University; Kendra Thomas, Harvard Medical School

Engaging with diverse groups of individuals whether they are students, faculty or other capacity expands your circle of contacts, enriching it with people of different experiences who have their own contacts. You learn from them, and they learn from you as a result of the interaction. These are the skills and inputs that will help you navigate workplace relationships later on.

We will discuss the importance of diversity on campus – for employees and students alike. There will be an overview from a human resources standpoint on recruitment, hiring and retaining employees along with best practices on ensuring that your approach working with gender identity is proactive. The discussion will include rules and regulations hiring managers should be aware of as well as updates from across the industry that you should be familiar with.

GSU is an industry leader in diversity and extension of Atlanta's International image. We will share program highlights as best practices and takeaways for the attendee

Learning Objectives

  • ROI of diversity on campus
  • Diversity self-awareness
  • Collaboration in diverse settings
  • Human Resources: recruiting, hiring and retaining a diverse workforce
  • Rules and regulations on recruiting
  • Updates on regulations on gender diversity
  • Proactive approach to working with employees and students on campus regarding gender identity

We will conclude with time allotted for Q&A and time for relection.

 

Simmer Down! De-escalation and the Customer Experience

Amanda Flurry - Millersville University

How do you diffuse the tense situations in your office? We all face challenging situations in how to provide a superior customer service experience in an environment where the answer is not always what our students and families want to hear. Join us for a lively, interactive session where together with the audience, we explore the influence of our personalities and our perceptions of others in how we de-escalate situations. We will learn how to utilize this awareness to ensure more successful conflict resolution and discuss ways to develop these same skills in our staff members.

Learning Objectives

  • Identify the traits we have that influence how we handle conflict
  • Recognize the impact of outward perception on personal interactions
  • Develop a staff development plan geared toward de-escalation and conflict resolution

 

Student Financial Literacy – Go for the Gotchas 

Charlotte Wade - University of North Georgia

The low-hanging fruit that can have an immediate impact on student financial literacy and improve student engagement in personal financial responsibilities. Introduce a collaborative strategy for improving student engagement in personal financial matters. Turn fee payment deadlines, late fees, and convenience fees into teachable moments and assist students in developing sound, transferable skills in day-to-day financial activities.

 

Student Financial Responsibility Statements; How to Keep Your University Out of Legal Trouble!

Geri Landwher - University of Northern Colorado

Why we wish students cared, why your legal counsel should care and why the Bursar’s office, and our collection agency friends really care! What information should be in your Student Financial Responsibility Statement, how do we deliver it to students, and how can it actually save you money!

Learning objectives

  • What language should be used and why
  • How to deliver information to students
  • Using the SFR as your IRS electronic delivery solution
  • How the SFR can help your collection agencies

 

The One Stop Shop Reinvented…and Then Reinvented Again

Geri Landwher - University of Northern Colorado

How the University of Northern Colorado originally envisioned a One Stop including where to put it, who should be in it, how to staff it, who should manage it, what questions should we answer and then re-envisioned it before it even opened. Why it’s an ever moving target and how we went from not excited to really excited about it.

Learning Objectives

  • What things do you need to consider when opening a One Stop
  • How to keep an open mind to change during the process
  • How to create a coordinated and student centered experience
  • Considering different options on what offices should be involved

 

The Post-9/11 Veterans Educational Assistance Act and the Forever GI Bill of 2017

Richard Robitaille - Link Solutions Inc. and United States Military Academy at West Point

From concept to execution, the Post 9/11 GI Bill has fundamentally changed how veterans access higher education and their ability to successfully complete a Bachelor’s degree. We will discuss the legislative developments from the Federal government to include the Forever GI Bill of 2017 and the effect will have on Colleges and Universities.

 

The Rumble in the Concrete Jungle – Student Retention vs Lowering Your Receivable

Darrnell Long - Georgia State University

This session will help Bursars begin to tackle the ever ballooning receivable we are experiencing on our campuses and offer solutions for reducing the outstanding receivable while also keeping a sharp focus on the retention of students.

Learning Objectives

  • Quickly identifying trends which lead to higher receivables
  • Map out on ways to reduce the receivable internally without always sending accounts to external collections
  • Map out on ways to reduce the receivable internally without always sending accounts to external collections
  • Develop strategies for working with other enrollment management offices to see that retention is still a top priority.

This session will include a Q and A opportunity with time for reflection and discussions.

 

A Thriving Mindset in Times of Change

Brad Waldon, 99 RainMaker

Your workforce is changing. Technology is changing. Is how you deal with change…changing? Is your institution moving forward or getting left behind? Join award winning presenter, author, and executive coach Brad Waldron as he gives you the tools and tricks you’ll need to be driving change, instead of change driving you.

 

Two Cultures: One Voice

Amanda Flurry - Millersville University

Very rarely are our students confident whether in whether they should contact the billing office or the financial aid office when monetary problems arise. With questions often spanning both offices, it is nearly impossible to discuss billing issues without venturing into discussion on financial aid matters. The Student Financial Services model, combining the offices of financial aid and student accounts, was introduced at Millersville University of Pennsylvania to take the confusion out of the customer experience. A single phone call or office visit should be all a student needs to answer their questions and to set them on a path to resolve their balance. How do you change office culture amongst staff who habitually utilize the transfer button on their phones when a question ever so slightly veers into the territory of the other office? In this session, we will talk about experiences, lessons learned, and best practices for change management. This interactive session will provide time for participants to engage others in exploring problem-solving across office cultures.

Learning Objectives

  • Identify the barriers to cohesive communication on your campus
  • Develop a strategy for unifying staff during a time of change

 

Veterans Resource Centers and Campus Veteran Support Programs

Richard Robitaille - Link Solutions Inc. and United States Military Academy at West Point

While the GI Bill expands and enhances veterans access to higher education, how colleges and universities should strive to serve their student veteran population is essential to their ability to successfully complete their academic program, from providing unique support programs, community engagement and addressing specific issues of PTSD and other emotional issues; the support colleges and universities provide sets student veterans up for life long success.

 

VoIP: The Hidden Threat

DeAnna Henninger, Wake Forest Community Health

Gone are the days of the plain old telephone (POTS). Copper circuit-switched networks are systematically being replaced by Voice Over Internet Protocol (VoIP), or phone service over the Internet. There are numerous protocols used in VoIP communications and currently an upward trend in attacks targeting one. Since VoIP routes calls through the same paths used by your institutions network and internet traffic, it is also subject to some of the same vulnerabilities and threats cybercriminals use to exploit these networks. How concerned should you be? What questions should you be asking your teams?

Learning Objectives

  • Understand how VoIP differs from POTS lines for PCI DSS scoping
  • Learn a basic strategy to understand your organizations gaps and risk
  • Discover the number one hidden threat

 

Washington D.C.'s Influence on How We Do Our Job

Maria Livolsi - COHEAO and SUNY; Karen Reddick - National Credit Management; Jeane Olson, University of North Texas

Congress and other departments of the Federal Government are currently working on legislation, guidance, and regulations that will change the way we do our jobs every day. How will these new Congressional challenges affect how we assist students with financing their education? What will be our options as the cost of tuition keeps going up, financial aid options are shrinking, and we continue to see new regulations? Members of the COHEAO board will walk you through the latest trends in regulations, rules and policy developing in Washington DC, and how they're likely to impact your campus. This will be an interactive discussion to discover what issues you have on campus and how we can influence lawmakers to make changes that will address these issues.

Learning Objectives

  • Explore the impact of new rules and regulations on how higher ed staff and operations
  • Identify recent and upcoming changes in Federal regulations, debt collection rules and TCPA compliance
  • Discuss challenges and opportunities in the current political and regulatory environment

 

Who's Da Boss?

Keith Fitzsimmons - University of Kansas Medical Center

What areas of our lives have a boss? How did they get there? How do they stay there?

Learning Objectives

  • Learn what it takes to be a Boss the general qualifications
  • Learn specific qualifications
  • Investigate Higher Education specific requirements
  • How to identify a Friend or Foe

 

Working with the Rapidly Changing Global Community

Jessica Sabourin - Harvard University; Susan Kolls - Northeastern University; Flywire Speaker TBA, Cedar Financial Speaker TBA

This session will provide an overview of the current political climate and its impact on our international students and higher education.

We will also discuss international payment options and solutions as well as international student collections. International collections are a hot topic in the industry so let’s discuss international debt collection with the goal of higher success rates. Understanding local laws and customs dramatically improves collections. The General Data Protection Regulation (GDPR) took effect in May 2018 – learn was schools are doing to handle this new regulation and how it impacts our industry.

Learning Objectives

  • Overview of the ever-changing current political climate
  • Impact on International Students and Higher Education
  • International student payments
  • International student collections
  • Overview of GDPR
  • Impact on institutions and how it impacts the student financial service industry

 

Your ERP and How to Minimize Input While Maximizing Output

Darrnell Long - Georgia State University

This session will help new bursars gain a deeper understandings and purpose of the ERP system their school uses, whether they are new due to promotion or new due to a recent job change.

Learning Objectives

  • Quickly identifying which modules within the ERP are most advantageous and helpful in getting the core duties and responsibilities of the job of Bursar (office) completed
  • How to assess what custom jobs/processes may be required to more effectively complete daily duties/responsibilities of a Bursar (office)
  • How to integrate your findings with those of interrelated departments in order to maintain consistency and fluidity while generating maximum results and minimum impact on the student.

This session will include a Q and A opportunity with time for reflection and discussions.