2018 Bursars Agenda & Descriptions

*subject to change

Treasury Track Sponsor

Strategic Treasurer.jpg
 

Sunday, April 22, 2018

1:00-5:00 PM Pre-Conference Workshop A: Process Improvement In the Bursars Office - Bill Edmunds, Gentleman's C Higher Ed Consulting
Pre-Conference Workshop B: Bursar Basics - Darla Freeborn, Whitworth University
6:00-7:30 PM Welcome Reception

Monday, April 23, 2018

7:00-8:00 AM Continental Breakfast & Registration
8:00-8:30 AM Opening Remarks - Jason Beard, President & CEO, Professional Development Group II, Inc.
8:30-9:30 AM
Keynote
GAME TIME: How to Create Massive Success Before You Roll the Dice! - Karim R. Ellis, Empowered Education Unlimited
9:30-10:00 AM Networking Break
10:00-11:00 AM
Concurrent Sessions
Bursar's Role in Retention - Dee Wilson, Portland Community College
Perkins Liquidation Logistics - Laurie Beets, Oklahoma State University
Distributed Ledger Technology: Its Future in Higher Education: Part 1 - Dr. Robert Harpool, Higher Education Administration Consultant
Creating Efficiencies and Paperless Solutions - Amanda Flurry, Millersville University of Pennsylvania
AR Best Practices - Torri Williams, Georgia State University
11:00-11:15 AM Transition Break
11:15 AM-12:15 PM
Concurrent Sessions
Career Advancement Strategies for Bursars - Charmaine Daniels, Morehouse College
Veterans Resource Centers and Campus Veteran Support Programs - Dr. Richard Robitaille, United States Military Academy at West Point
Distributed Ledger Technology: Its Future in Higher Education: Part 2 - Dr. Robert Harpool, Higher Education Administration Consultant
Generation Z: The World Really is Flat - Judith Flink and David King, OnPlanU by Flywire
The College Confidence Index and Transparency: Helping Students and Families Take Informed Action - Daniel Durazo, Allianz Worldwide Partners; John Fees, NextGen Insurance/Grad Guard; Cheryl Cooper, TMS
12:15-1:15 PM Lunch
1:15-2:15 PM
Concurrent Sessions

Overcoming Payment Challenges with Student Payment Plans - Eileen Gazzuolo, Blackboard Transact/Cashnet

Problems You Did Not Even Know Existed: Unhappy Staffers, Saboteurs and Other Creepy Things - Keith Fitzsimmons, University of Kansas Medical Center
Fraud is Rampant: Six Key Principles for Security - Craig Jeffery, Strategic Treasurer
From an Inefficient to Efficient Student Financial Services Office - Jan Hnilica, Wheaton College
Communication in Leadership: Learning How to Be More Aware - Jessica Sabourin, Harvard University
2:15-2:45 PM Networking Break
2:45-3:45 PM
Concurrent Sessions
Fraud - The Big Picture - Brenna Dixon, Oklahoma State University
Medical Withdrawals-Same or Different? - Bruce McGee, Miami University
Global Payment Trends and the Local Campus - Matt Schaefer, Indiana University; Tom Metcalf, Flywire
Collections Toolbox Part I – A Process Shakeup - Renae Doyle and Kim Elliott, Indiana Wesleyan University
“A One Size Can Fit All” Title IV Disbursement Solution - Howard Polack, TMS; Melissa Berube, TMS
3:45-4:00 PM Transition Break
4:00-5:00 PM
Concurrent Sessions
Softer Communications, Stronger Results - Darrnell Long, Georgia State University
Student Financial Literacy: The Ultimate WIN/WIN for Your University & Its Students - Bill Edmunds, Gentleman's C Higher Ed Consulting
PCI Solved (Sort Of) - New Rules and New Tools - John McElroy, TouchNet
1098T's - Why Does the IRS Hate Us So Much? - Geri Landwehr, University of Northern Colorado
Ethics in Higher Education - Dr. Robert Dixon, Oklahoma State University

Tuesday, April 24, 2018

8:00-8:45 AM Breakfast
8:45-9:00 AM Opening Remarks - Jason Beard, President & CEO, Professional Development Group II, Inc.
9:00-10:00 AM
Concurrent Sessions
Financial Aid 101 For the Bursar’s Office - Geri Landwehr, University of Northern Colorado
The Power of Partnership: Meeting Students Where They Are - Betsy Burton-Strunk, BankMobile Disbursements; Judith Flink, OnPlanU by Flywire; David King, OnPlanU by Flywire; Tom Metcalf, FlyWire
The Criminal Playbook; Making Crime Less Lucrative - Craig Jeffery, Strategic Treasurer
#TrendingTopics - Laurie Beets, Oklahoma State University
I Am Not A Super Hero: Self and Team Care Strategies for Managers - Darrnell Long, Georgia State University
10:00-10:30 AM Networking Break
10:30-11:30 AM
Concurrent Sessions
Birds of a Feather: Colleague Open Forum - Darla Freeborn, Whitworth University
Birds of a Feather: Banner Open Forum - Charmaine Daniels, Morehouse College
Birds of a Feather: Technology Tune Up - Craig Jeffery, Strategic Treasurer
Birds of a Feather: Bursar Technology Closing the Gap - Miranda Paredez, Touro College & University Systems
Birds of a Feather: Peoplesoft Open Forum - Jeane Olson, University of North Texas
11:30 AM-12:30 PM Lunch
12:30-1:30 PM
Concurrent Sessions
Collection Agency & Vendor Audits - Jessica Sabourin, Harvard University; James Jones, Reliant Capital Solutions, LLC
Safe and Sound or an Easy Target? Office and Personal Safety - Keith Fitzsimmons, University of Kansas Medical Center
Follow the Money - Michael Wilson, TouchNet
The Post-9/11 Veterans Educational Assistance Act and the Future of the GI Bill - Dr. Richard Robitaille, United States Military Academy at West Point
Rebuilding a Broken Team - Torri Williams, Georgia State University
1:30-1:45 PM Transition Break
1:45-2:45 PM
Concurrent Sessions
The Road Between the Bursar and the One Stop - Bruce McGee, Miami University
Millennials Disrupted - Staying Focused in a Gig Economy - Betsy Burton-Strunk, BankMobile
Dealing with the Headaches of PCI DSS - Matt Schaefer, Indiana University
Fraud - A More Focused Look - Brenna Dixon, Oklahoma State University
Automating Tuition Appeals - Dee Wilson, Portland Community College
2:45-3:15 PM Networking Break
3:15-4:15 PM
Concurrent Sessions
Leading Beyond Differences - Amanda Flurry and Dwight Horsey, Millersville University of Pennsylvania
Bursar's Role in Managing Staff and Supervisors - Miranda Paredez, Touro College & University Systems
PDG Online Certificate Training Explained - Jason Beard and Dayne Newquist, Professional Development Group II, Inc.
Collections Toolbox Part II – A Partner Shakeup - Renae Doyle and Kim Elliott, Indiana Wesleyan University
Perkins Legislative Update - Jan Hnilica, Wheaton College and Lori Hartung, Todd, Bremer & Lawson, Inc.

Wednesday, April 25, 2018

8:00-9:00 AM Breakfast
9:00-9:15 AM Closing Remarks - Jason Beard, President & CEO, Professional Development Group II, Inc.
9:15-10:45 AM Roundtable Discussions
10:45 AM Conference Concludes

Session Descriptions

1098T's - Why Does the IRS Hate Us So Much?
Geri Landwehr, University of Northern Colorado

What does the change to box 1 mean for us? Join us as we try to understand these changes with the information we currently have, as well as current compliance issues and headaches. We will also get the latest update from the NACUBO SFS Council.

“A One Size Can Fit All” Title IV Disbursement Solution
Howard Polack, TMS; Melissa Berube, TMS

Whether you’re a private run institution or part of a multi campus public college statewide system, learn how a web based refunding and disbursement solution can serve all campus constituents from tuition refunds to work study payroll in DOE compliant tool that also helps to reduce cost and workload associated with the process. This session will focus on the firsthand experience of an implementation through results of such a system.

AR Best Practices
Torri Williams, Georgia State University

This is not your typical best practices session. When reviewing your departmental policies and procedures, were students the main focus surrounding the processes or were the students expected to fit into the box of our rule? Come with an open mind and let’s review our office focus as it relates to student success.

Automating Tuition Appeals
Dee Wilson, Portland Community College

Whether you handle tuition appeals in the bursar’s office or they are handled elsewhere at the college, you may be interested to find out how one college was able to automate its appeal process, improve transparency and significantly reduce appeal-related workload. In this session you will learn about Portland Community College’s appeal process and how students can submit their appeal online and track their status real-time via their college portal. You will also learn more about PCC’s ambitious plans to streamline appeals college-wide so students have a single point of entry for all appeals, including tuition, grades, and financial aid and the planning efforts under way.

Birds of a Feather: Banner Open Forum
Charmaine 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: Bursar Technology Closing the Gap
Miranda Paredez, Touro College & University Systems

Bursar Technology- Fact of 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: 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.

Birds of a Feather: Peoplesoft Open Forum
Jeane Olson, University of North Texas

This is a designated open forum session for PeopleSoft Student Financial Users. Come network with PeopleSoft colleagues; share your knowledge, discuss issues, and functionality within the PeopleSoft Student Financial module.

Birds of a Feather: Technology Tune Up
Craig Jeffery, Strategic Treasurer

Technology has been changing rapidly over the past decade and over 40% of organizations plan to spend significantly on treasury tech. This session will cover the major architectural elements needed to address the top requirements faced by organizations. It will also identify recently established and emerging trends. Drawing from industry-wide surveys and extensive project work, attendees will see what others are doing and planning and show the value of making sure your treasury is tuned up. Attendees will learn:

  • Treasury Tech Stack – what key elements are needed.
  • Top 10 trends in treasury technology
  • Major shifts in the industry

Bursar 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.

Bursar's Role in Managing Staff and Supervisors
Miranda Paredez, Touro College & University Systems

The balance between new institutional initiatives while continuing to manage daily operations is a fine line.  You, your supervisor, and your staff all have expectations of each other. Whose matters the most?  This session will cover the role of middle management in the Office of the Bursar.  We will discuss how we manage everyone’s expectations while continuing to engage our staff in a meaningful and productive manner.   

Bursar's Role in Retention
Dee Wilson, Portland Community College

Long gone are the days when the primary role of the bursar’s office was to issue bills and collect payments. Bursars around the country have rolled out financial literacy programs and retooled operations to focus on student success and retention. Bring your ideas to share and learn from others in this facilitated and interactive session. We’ll discuss financial success strategies the bursar’s office can use to improve student retention and ways encourage proactive student engagement. We’ll also talk about fostering partnerships to ensure finances are brought into the fold of wrap-around services. Finally, we will debate how far the bursar’s office should go in removing financial barriers.

Career Advancement Strategies for Bursars
Charmaine Daniels, Morehouse College

Are you interested in advancing your career in higher education? If so, this session is for you! Come hear about the various approaches to your personal and professional development that will support the path you desire.

Collection Agency & Vendor Audits
Jessica Sabourin, Manager of Student & Loan Receivables, Harvard University

Best practices for auditing your collection agencies and vendors. Updates from the collection agency industry and beyond. Why do you need to audit your vendors and pay attention to your relationships with these vendors? Understand the importance of FRA's and validation of debt. How to plan for and execute an audit.

Collections Toolbox Part I – A Process Shakeup
Renae Doyle and Kim Elliott, Indiana Wesleyan University

The right tool is always more effective at accomplishing a given task. Through successive structural changes, Indiana Wesleyan University made a series of in-house collection process changes in order to reduce bad debt writeoffs. Learn from our history and present day processes to find tips to improve your in-house collection steps. See the tools we use to proactively manage the account for the enrolled student, as well as the tools and processes that we use to collect on past due accounts before resorting to third-party collection activity.

Collections Toolbox Part II – A Partner Shakeup
Renae Doyle and Kim Elliott, Indiana Wesleyan University

Just as the right tool makes a job easier, matching the right collection agency to your needs can increase returns. Learn how we evaluated the strengths of our collection agencies in order to optimize returns. Hear what led us to re-evaluate our agency partnerships, as well as the changes that we made to reduce bad debt expense by increasing collection agency returns.

The College Confidence Index and Transparency: Helping Students and Families Take Informed Action
Daniel Durazo, Allianz Worldwide Partners; John Fees, NextGen Insurance/Grad Guard; Cheryl Cooper, TMS

Think you know what is top of mind for prospective and current students and their families? Are you conflicted about guiding your students and families toward a decision? How can transparency help students and parents sleep better at night? Data-driven insights compiled in the inaugural College Confidence Index identify several important trends for college and university administrators likely to influence their interactions with students and parents. Partners and presenters from Allianz Global Assistance, Grad Guard and Tuition Management Systems will share highlights and best practice solutions to help administrators:

  • understand sentiments
  • leverage data to get ahead of potential trends
  • shape conversations
  • frame choices and “nudge” students and parents toward informed decisions to maximize student success

Communication in Leadership: Learning How to Be More Aware
Jessica Sabourin, Manager of Student & Loan Receivables, Harvard University

Effective leadership in the workplace requires knowing how to communicate with all elements of the organization, including employees, managers and customers. Each group may require a different communication style and leadership style. Leaders must be able to adapt based on the group they are communicating with at the time. Effective communication skills are an important aspect of any leader’s portfolio of skills and experience. Learn your communication style using a communication style diagnostic and examine your communication lens.

Creating Efficiencies and Paperless Solutions
Amanda Flurry, Millersville University of Pennsylvania

Approximately a decade after introducing paperless billing, the Office of Student Accounts at Millersville University of Pennsylvania was still buried in a sea of paper and hidden behind overstuffed filing cabinets. In March of 2015, the office implemented its first internal workflow solution with the assistance of a third-party document management system. This solution eliminated the need for cumbersome paper files that made locating needed documents challenging if not impossible. It also added value by integrating with existing software to create a seamless experience for office staff. Changing this one process kick started a change in thinking across the office, with staff questioning how to make almost every process simpler and more efficient. This session will give you tools to drive office efficiencies in your organization and provide a simple question to ask when evaluating any repetitive process.

The Criminal Playbook; Making Crime Less Lucrative
Craig Jeffery, Strategic Partners

Crime and fraud have been paying very well for criminals – and this has been extremely costly and embarrassing to organizations. In this session we will explore four primary vectors outlined in the criminal playbook used to extract information and money. The session will build on the basis for these attacks with the type of defense and the level of security framework, principles and direct actions that are needed. Extensive examples will be shared to drive home the various points. Preventing, detecting and responding more rapidly to fraud will move the economic calculus in your favor.

Dealing with the Headaches of PCI DSS
Matt Schaefer, Indiana University

After a quick basic overview of PCI DSS, we’ll talk about how NOT to manage compliance with lessons Indiana University learned along the way. We’ll share best practices and new strategies to deal with ever changing requirements. Being proactive and looking for issues will help you avoid fraud and possibly even a data breach. Keeping your administrative departments aware of PCI DSS will help you find out what’s actually happening on campus and give you the opportunity to jump in before it’s too late. After the session, you’ll leave knowing how to deal with these headaches, or know where to find the closest bottle of aspirin.

Distributed Ledger Technology: Its Future in Higher Education: Part 1
Robert Harpool, Higher Education Administration Consultant

Universities conduct thousands of transactions every month internally and externally. They currently use multiple financial systems built on antiquated infrastructure. Distributed ledger technology is a nascent technology that promises to bring noteworthy efficiencies and risk controls to the business units of higher education. Sorting through a wide array of use cases and their associated impacts will be problematic for the administrators who make strategic decisions for their respective institutions. Dr. Harpool provides an overview of the origin, components, and types of DL technology in a way that is easy-to-understand and remember. Through his discussion, Dr. Harpool provides the illumination necessary for those with a fiduciary responsibility to preemptively adjust to the ever-accelerated pace of technological change on campus.

Distributed Ledger Technology: Its Future in Higher Education: Part 2
Robert Harpool, Higher Education Administration Consultant

This session is a continuation and conclusion of the ideas presented in the session entitled: Distributed Ledger Technology Part 1. Dr. Harpool will focus on the four different types of DL technology that have the most potential to meaningfully impact the administrative units in higher education. This session defines, compares, and contrasts four noteworthy DLs in terms of purpose and functionality. If time allows, the session culminates with a Question and Answer segment.

Ethics in Higher Education
Dr. Robert Dixon, Director - Grants & Contracts Financial Administration, Oklahoma State University

Rarely does a day go by that the subject of ethics does not make headlines, and Higher education has not been immune to the harm that ethical issues may inflect upon the institution. This session discusses the 9 ethical principles of an ethical institution, an considers the unique ethical issues faced by college administrators and faculty.

Financial Aid 101 For the Bursar’s Office
Geri Landwehr, 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.

Follow the Money
Michael Wilson, TouchNet

Treasury managers are often responsible for securing, tracking, and reporting on payment activity across the enterprise. When you're part of the treasury team on a college campus, dealing with hundreds of potential payment points, this is no easy task. This session will look at strategies to help streamline your payment processing, including credit cards, ACH, and Bank Wires. Topics include: interchange monitoring and optimization, reconciliation automation, G/L integration, and more.

Fraud - A More Focused Look
Brenna Dixon, Business Process Manager, Oklahoma State University

This session will provide a closer look and focus on the fraud schemes most frequently seen related to cash handling and activities that take place in the Bursar’s Office. Definitions and examples of fraud schemes, red flags, and controls will be discussed.

Fraud is Rampant: Six Key Principles for Security
Craig Jeffery, Strategic Partners

Fraud is increasingly prevalent. And, costly. From data breaches to multi-million dollar thefts. Why catch up when you can, and need, to get ahead. Everyone talks about security frameworks. However, few discuss the key security principles required to support those frameworks. These principles are comprehensive – they don’t focus on one aspect of IT, Accounting or Treasury. Security principles help the user look at crime, fraud and control in a tactical manner which ultimately leads to more versatile staff and improved security. This session covers six of the key principles and provides real-world examples that emphasize immediate usefulness to your organization.

Fraud - The Big Picture
Brenna Dixon, Business Process Manager, Oklahoma State University

This session will provide a broad overview of fraud. The topics to be covered include what constitutes fraud, the various types of fraud, the major factors that lead to fraud, how fraud is most often detected, and fraud deterrence.

From an Inefficient to Efficient Student Financial Services Office
Jan Hnilica, Wheaton College

In 2016 the Student Accounts and Financial Aid merged into one office. While the concept is great, the lack of efficient processes caused a back log and more work and less staff. To combat this back log, our office was able to create needed efficiencies to create a cohesive working environment that continues to be a work in progress. Come to this session to find out how our office was able to combat these inefficiencies.

Game Time: How to Create Massive Success Before You Roll the Dice!
Kareem R. Ellis, Motivational Speaker

Game Time is an exciting full-on interactive presentation that revolves around the theme of several popular board games from the 70's, 80's, & 90's. The purpose of this keynote/presentation is to teach seven peak performance leadership principles that will both inspire and motivate the audience to achieve greatness in every facet of their life while having fun. No matter your age, experience, education levels or current beliefs, this presentation is guaranteed to impact your life for the better.

Generation Z: The World Really is Flat
Judith Flink and David King, OnPlanU by Flywire

How will Student Financial Services Prepare for the Next Generation? Generation Z is at our doorstep, and as universities get ready to welcome the Class of 2022, the gap between financial aid and tuition and fees continues to expand. In most cases students don’t realize the gap until the traditional payment plan enrollment period has closed. Oftentimes, they find themselves without the financial support needed to cover their academic expenses. At that point, options are limited: appeal the financial aid offer, look for traditional scholarships, seek an emergency loan, or consider part-time employment to make ends meet. In the end, many students must drop out due to lack of funding. On average, 53 percent of students pursuing a four-year degree drop out of college, with finances sited as the primary reason.Today’s digital innovations enable Gen Z’ers to communicate with their peers instantly, breaking down the borders of continent and time zone. When comparing GenZ to their Millennial counterparts, it is important to note that while technology is a vital part of their lives, they also sometimes prefer in-person communications—so having many communication strategies is important. In this session you will learn:

  • Communication strategies for GenZ and how they compare with their Millennial counterparts
  • How the West (East, North and South) was won. GenZ will be internationally connected
  • The vital role technology in their lives, but how they prefer in-person communications
  • GenZ’s financial obstacle course needed to complete a four year degree

Global Payment Trends and the Local Campus
Matt Schaefer, Indiana University

The continued globalization of the local campus brings with it unique challenges. Sending or receiving money internationally can add to the daily stress on your institutions staff, negatively impact cash flow, and create a negative experience for students. Complexities related to receiving international payments include: growth and changes to international student demographics, increase fraudulent activity and shifting policies at home and abroad. Join our speakers for a mix of informative content and interactive dialogue designed to help you see developing trends and emerging international payment options.

I Am Not A Super Hero: Self and Team Care Strategies for Managers
Darrnell Long, Assistant Director, Georgia State University

You ever feel overworked? Too many fires and no fire hose to put them out? Does it all seem to be rolling downhill? If so, then the issue may not be what's happening around you, it just might be what's happening within you. In the financial sector of higher education, things are constantly changing and we are all called upon to save the proverbial day. But saving the day can take a toll on us mentally, physically, and emotionally.

This session is for leaders who are running 100 mph every day and whose teams are running right alongside them. A look at what we can do as leaders to ensure we and our teams are well for the unknown "fires" that may come our way. Strategies will focus on the three major parts of our being - mental, physical and emotional. Attendees will walk away feeling refreshed, rejuvenated, and confident that no matter the task ahead they don't have to be a super hero - they just have to remember to practice self-care.

Leading Beyond Differences
Amanda Flurry, Director of Student Accounts, Millersville University of Pennsylvania

When the offices of Student Accounts and Financial Aid at Millersville University of Pennsylvania were tasked with combining into the division of Student Financial Services, recognizing and leveraging differences to provide the best possible service to students was of utmost importance. Join the Director of Student Accounts and the Executive Director of Financial Aid for a lively and candid discussion of how to successfully lead across generational and other differences in the workplace. Hear how the millennial and baby boomer directors, leading staffs almost entirely of the other's generation, worked together to implement initiatives to benefit both areas while creating cohesion between two offices who at times were more inclined to work against each other than with each other. Learn how these changes benefited the offices, the students served and the university and discuss ways to implement similar cultural shifts in your environment.

Medical Withdrawals – Same or Different?
Bruce McGee, Miami University, Senior Assitant Bursars

Not every institution processes medical withdrawals/leaves of absence in the same manner. Some schools treat medical situations exactly the same way as any other withdrawal, while others may be more lenient with refunds and credits. This session will explore some of the various methods of handling these situations, including an overview of Miami University's tuition credit program for medical leaves.

Millennials Disrupted - Staying Focused in a Gig Economy
Betsy Burton-Strunk, BankMobile and Sarah Dillard, Savannah State University

There is a new trend in the working world – the ‘gig’ economy or side hustle. This is where millennials in particular have multiple part time jobs to create a full-time job, allowing them to focus on their passions. Studies show that employee classifications are changing and by 2020, 40% of American workers will be independent contractors. We’ll discuss specific trends about millennial students (those born between 1982 and 2002).

With increased technological dependence and mobile lifestyles, new occupations and financial tools are rapidly being created for and by millennial students. Understanding these specific trends about millennials allow us to develop tools and services that these students and alumni will need.

As millennials enter the workforce, we want to ensure they feel prepared for their financial futures – including paying back student loans and engaging with their alumni networks through donations. In this session, BankMobile will discuss the tools, programs and workshops that have been put into place to help students focus on academics and finances in a gig economy.

Overcoming Payment Challenges with Student Payment Plans
Eileen Gazzuolo, Blackboard Transact / Cashnet

Students have a variety of options when it comes to paying for their education, but are they making wise decisions? Overborrowing, poor planning/budgeting, and a lack of understanding in regards to financial aid all contribute to payment challenges for students. Providing flexible payment plans to students is one way of overcoming these and other challenges. Join us as Eileen Gazzuolo highlights industry trends and discusses challenges faced by students today when it comes to paying for their education. Listen also as she provides insight on how establishing student payment plans can alleviate these challenges.

PCI Solved (Sort Of) - New Rules and New Tools
John McElroy, TouchNet

PCI compliance often falls on the shoulders of the treasury department to manage. With hundreds of potential payment points, a college campus is not your typical "merchant." This session will explore ways to reduce your PCI scope, using new tools and new rules. Learn how "validated" point-to-point encryption (i.e. the new tool) can solve your PCI challenge, when used in conjunction with the card brand's "PCI Validated Exemption Program" (i.e. the new rule). Using this strategy, along with an outsourced ecommerce solution, we will show you how to greatly reduce your PCI scope.

Perkins Legislative Update
Jan Hnilica, Wheaton College and Lori Hartung, Todd, Bremer & Lawson, Inc.

What is going on with the Perkins loan program? Come hear insights from Lori and Jan on the reauthorization of the Higher Education Act, the future of Perkins Loans, and Washington D.C. politics. What is possibly in store for the Federal Student Aid programs? Where does Perkins fit into all this higher education change? Learn practical tips on how schools can efficiently manage their Perkins portfolio during these uncertain times.

Perkins Liquidation Logistics
Laurie Beets, Oklahoma State University

Looking for Perkins Loan Liquidation Logistics? This session provides a roadmap of the process involved in liquidating the loan portfolio when a University ceases to participate in the Perkins Loan program.

The Post-9/11 Veterans Educational Assistance Act and the Future of the GI Bill
Richard Robitaille, Program Manager, Link Solutions Inc., United States Military Academy at West Point

From concept to execution, the Post 9/11 GI Bill has fundamentally changed how veterans access to higher education and their ability to successfully complete a Bachelor's degree. We will discuss the legislative developments from the Federal government and the future of the GI Bill to include the Forever GI Bill and the effect is has had upon the Post 9/11 generation.

The Power of Partnership: Meeting Students Where They Are
Betsy Burton-Strunk, VP, BankMobile Disbursements

Paul Vallas, former CEO of Chicago Public Schools, was tasked by the Illinois governor, to work with a team to turn around Chicago State University. The university has faced years of declining enrollment and strained finances. At the beginning of his tenure at the university, Mr. Vallas reached out to Judith Flink, a 30-year veteran at University of Illinois system. After spending months on campus, Judith reached out to expert vendors in the field to assist with enhancing student services, while gaining efficiencies. Chicago State University needed a holistic approach to managing business processes on campus. Thus, the university brought in an enhanced refund management system, an unrivalled international payment service and an innovative suite of student financial services products. The Chicago State story is not uncommon in higher education. With the dramatic reduction of higher education funding, coupled with the continued decline of financial aid purchasing power, it is essential that higher education institutions decrease expenses while gaining efficiencies. Likewise, there is a call to improve student service and retention rates. It is more critical than ever to meet the needs of Gen Z and Millennial students. Emerging innovative technologies afford colleges and universities the opportunity to meet these needs. This presentation shows how a team of providers has leveraged technology to improve student satisfaction, increase cost effectiveness, and gain internal efficiencies in the business office. Hear how the institution provides a blended service model targeting the next generation of students and families.  

Problems You Did Not Even Know Existed: Unhappy Staffers, Saboteurs and Other Creepy Things
Keith Fitzsimmons, University of Kansas Medical Center

"Boys don’t make passes at girls that wear glasses” So, do we give all females a pair of glasses to keep coworkers away?

Come join us for a session that goes way beyond do’s and don’ts in the office, or classroom, or gym, or church…. Learn why “just kidding” won’t cut it anymore. How can we communicate with each other without offending or being offended by coworkers, students, parents or the boss? Is all “fun” off limits?
How can I respond to this scathing eMail without being in “get even” mode? Can the vendor take me to lunch? Or drinks after work? What about religious artifacts on a desk?

All this and so much more to give you solid footing on some of the shakiest ground we have.

Process Improvement in the Bursar’s Office Workshop
Bill Edmunds, Gentleman's C Higher Ed Consulting

“The only thing that is constant is change.” This famous quote was first uttered in 500 BC by Greek philosopher Heraclitus. With today’s 21st century innovation cycle ever quickening, come to this interactive workshop to learn the basics of effectively managing Change. The session will combine classroom learning with group work. During the workshop we will collaborate on real world Bursar’s Office Process Improvement projects like Student Refunds, Tuition Waivers or One Stop Implementation. You will learn to apply Management Consulting practices from Change experts like Peter Drucker, Jim Collins, Patrick Lencioni, Jack Welch and Chris McGoff. Come prepared with your Bursar’s Office challenges and based on group vote, we will work thru the Strategy, People, Process and Technology of one of the Group’s Change Initiatives. All participants will receive a Process Improvement toolkit that will help you implement Change initiatives when you are back on campus.

Rebuilding a Broken Team
Torri Williams, Georgia State University

Low Morale? Low Productivity? Where do you start? If you are a part of a group which needs serious restoration, this is the session for you. Let’s refocus and create a plan to revive and motivate your staff and department. We will discuss topics such as increasing motivation and morale, balancing and altering the workload, and moving your team from passive-aggressive to innovative and engaged.

The Road Between the Bursar and the One Stop
Bruce McGee, Miami University, Senior Assitant Bursars

One Stops, or enrollment centers, are becoming increasingly popular in postsecondary education today. The streamlining of students to a central location minimizes the need to visit several different offices (or in some cases, buildings). What type of relationship does the school build between the Bursar and the One Stop? Is there heavy reliance on one or the other? Is there minimal involvement? Does each office know their expectations, as well as those of the other office? This session will look at some of the different ways Bursar Offices and One Stops interface.

Safe and Sound or an Easy Target? Office and Personal Safety
Keith Fitzsimmons, Director of Student Accounting, University of Kansas Medical Center

Could you survive a_______? Be it an earthquake or an angry parent or a  gas explosion, or some other calamity,  what would and could you do to survive?  What should you do if you hear a fire alarm, tornado siren, or the word “Gun” being shouted? And why?  Some things happen so fast, how can we evaluate and take action? Especially since situations can face us today that were never dreamed of by previous generations. Trust but verify or react/don’t react and hopefully not regret.  Or do we just stick with that old saw, “it will never happen here”? This session will involve many areas and situations that touch our lives every day. Hopefully, most will never happen, but this session will give us all a heads up as we go over some common and not so common steps.  Being unprepared is like the surprise we don’t want. Let’s see what we can do to level the playing field.

Softer Communications, Stronger Results
Darrnell Long, Assistant Director, Georgia State University

This session is geared towards offering communication strategies for student financial services departments geared at students experiencing difficulties paying for school. The strategies will include, but are not limited to:

  • Written – What and how notifications are we sending our at risk students?
  • Verbal - How and what are we showing our at risk students?
  • Non-verbal - Does our non-verbal behavior push students away?

Attendees should leave with (1) various strategies to use in communicating with students and (2) a draft working plan for things they and their staffs can do to exhibit more empathetic behaviors thereby blowing open any barriers of communication between the school and the student regarding finances.

Student Financial Literacy: The Ultimate WIN/WIN for Your University & Its Students
Bill Edmunds, Gentleman's C Higher Ed Consulting

The latest statistics are sobering: Total Student Loan Debt of $1.45 Trillion, 44 million borrowers and 11.5% of all student borrowers currently in default. This session will explore various strategies being used by today’s most innovative universities and colleges to help instill sound life-long financial practices into our students, while ensuring that we get paid everything that is on our Student Accounts.

Today's Top 4 Distributed Ledger Technologies
Robert Harpool, Higher Education Administration Consultant

This session builds on the ideas presented in the Introduction to Distributed Ledger Technology session. Little to no time will be spent addressing definitions or background. Because there are currently over 700 cryptocurrencies, Dr. Harpool will focus on the four DLs have the most potential to significantly impact the business community. This session defines, compares, and contrasts four noteworthy DLs in terms of purpose and functionality. Specifically Dr. Harpool outlines the nuances of Bitcoin, Ethereum, Ripple, and HyperLedger. If time allows, the session culminates with a 10-minute Question and Answer.

This session provides a forum to discuss hot emerging business topics with peers that don’t have a session or need a full hour to discuss in depth.

Veterans Resource Centers and Campus Veteran Support Programs
Richard Robitaille, Program Manager, Link Solutions Inc., 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.