2017 SLRC Agenda & Session Descriptions

I learned something from every session I attended.
— 2016 SLRC Attendee
Sunday, November 5
12:00 - 1:00 PM Workshop Registration
1:00 - 5:00 PM Pre-Conference Workshop: A-Z Collections Management – Carla Perez, University of Wisconsin - Madison, and Sandra Plenski, UC Hastings College of the Law
4:00 - 6:00 PM Conference Registration
6:00 - 7:30 PM Welcome Reception
Monday, November 6
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 - 10:00 AM Keynote: Dealing with Difficult People – Dr. Margarita Gurri, CSP, Red Shoe Institute
10:00 - 10:30 AM Networking Break
10:30 - 11:30 AM Hiring the Right Person – Essential Tips in a Changing World – Sandra Plenski, UC Hastings College of the Law What If Perkins Really Does "Bite the Dust"? – Vincent Simonelli, Boston University
11:30 - 11:35 AM Transition Break
11:35 AM - 12:35 PM Generation Z: The World Really is Flat – Judith Flink, University of Illinois (Retired) #TrendingTopics – Laurie Beets, Oklahoma State University
12:35 - 1:35 PM Lunch
1:35 - 2:35 PM Creating High Performance Teams: Leverage Your Differences Pt. 1 – Martie Adler, Indiana University Collecting the Right Way … Knowing Your Consumer Collection Laws – Mark Goodman, Temple University (Retired)
2:35 - 2:40 PM Transition Break
2:40 - 3:40 PM Creating High Performance Teams: Leverage Your Differences Pt. 2 – Martie Adler, Indiana University Change Management: Into Uncharted Waters – Myriam Elefant, Higher Education Consultant
3:40 - 4:00 PM Networking Break
4:00 - 5:00 PM Internal Collections on Campus: School Panel – Carla Perez, University of Wisconsin; Myriam Elefant, Higher Education Consultant; Darrnell Long, Georgia State University
Tuesday, November 7
7:30 - 8:30 AM Continental Breakfast & Registration
8:30 - 9:30 AM 1098T's: Why Does the IRS Hate Us So Much? – Geri Landwehr, University of Northern Colorado Customer Service: Being Remembered a Good Way! – Sheri Cox, Ivy Tech Community College
9:30 - 9:35 AM Transition Break
9:35 - 10:35 AM FERPA: A Bursar's Perspective – Mark Goodman, Temple University (Retired) Foreign Students: The New Normal – Vincent Simonelli, Boston University
10:35 - 11:05 AM Networking Break
11:05 AM - 12:05 PM Unlocking International Student Potential by Exploring International Payments and Refunds – Laurie Beets, Oklahoma State University; Ben Kavalec, Western Union Business Solutions Your Students and the Bankruptcy Process – Darrnell Long, MAFM, Georga State University
12:05 - 1:00 PM Lunch
1:00 - 2:00 PM One Stop Shops and All the Things to Think About When Implementing – Geri Landwehr, University of Northern Colorado Scoring Your Outside Agencies – Vincent Simonelli, Boston University
2:00 - 2:05 PM Transition Break
2:05 - 3:05 PM Securing Transactions on Campus with Point to Point Encryption – Judith Flink, University of Illinoiis (Retired) and David King, OnPlanU A Balancing Act: High Touch vs. Hight Tech – Myriam Elefant, Higher Education Consultant
3:05 - 3:35 PM Networking Break
3:35 - 4:35 PM The State of AR in Higher Ed Now and Into the Future – John Meyer, ECSI Safety First: What's Your Plan? – Sheri Cox, Ivy Tech Community College
Wednesday, Nov. 8
8:00 - 9:00 AM Breakfast
9:00 - 9:15 AM Closing Remarks
9:15 - 10:45 AM Roundtable
10:45 AM Conference Concludes

Session Descriptions

1080T's: Why Does the IRS Hate Us So Much?
Geri Landwehr, University of Northern Colorado
Do 1098T’s give you heartburn? Learn who needs one and the basics of what goes in what box. Strategies for dealing with incorrect or missing SSN’s and how we can protect ourselves from penalties. How to deliver 1098T’s electronically. How to deal with reporting issues and confused parents and students. Latest update from the IRS on the changes for reporting on this form if they have provided it by the time of the Conference. 

A Balancing Act: High Touch vs. High Tech    
Myriam Elefant, Higher Education Consultant
In this presentation we will discuss when to use technology and how to incorporate your personal touch. We will include collections techniques and discuss what works best for various student populations.

A- Z  Collections Management Pre-Conference Workshop  
Carla Perez, University of Wisconsin - Madison
Sandra Plenski, 
UC Hastings College of the Law
This workshop is designed for anyone interested in and or involved with the university collections function.  Come and share what has worked well on your campus.  We will exam student billing and collections, 3rd party billing and collections, and collection agency selection and management

Change Management: Into Uncharted Water    
Myriam Elefant, Higher Education Consultant    
What happens when your company decides to go in a different direction? How do you readjust and make the best out of it? In this session we will talk about issues relating to adapting to change and how different people react.

Collecting the Right Way … Knowing Your Consumer Collection Laws    
Mark Goodman, Temple University (Retired)   
This presentation will touch on the major consumer laws that regulate how we approach the collection of student loans and receivables. We will look at the Consumer Financial Protection Bureau, Fair Debt Collection Practices Act, telephone collection laws, Time Barred Accounts and discuss how these and other regulations affect how we approach our jobs. In these litigious times, this session is relevant for all who work to recover student debt.

Creating High Performance Teams: Leverage Your Differences Pt. 1
Martie Adler, Indiana University
In this highly interactive seminar, participants will look at high performance from two perspectives. We will review a leadership model that will give you a blueprint to use with your own team. And, using an assessment, we will discover how to leverage differences to the team's advantage while having fun along the way.

Creating High Performance Teams: Leverage Your Differences Pt. 2
Martie Adler, Indiana University
In this highly interactive seminar, participants will look at high performance from two perspectives. We will review a leadership model that will give you a blueprint to use with your own team. And, using an assessment, we will discover how to leverage differences to the team's advantage while having fun along the way.

Customer Service: Being Remembered a Good Way!
Sheri Cox, Ivy Tech Community College
No one wants to have a bad experience either as the customer or the employee. Learn tips, hints and tricks to make each and every customer interaction a great experience for both of you.

Dealing With Difficult People: A Guide for Student Loan Professionals
Dr. Margarita Gurri, CSP, Red Shoe Institute
Thank heavens for difficult people! They help us hone our strengths and identify our triggers, allowing difficult people and situations to become gifts that keep on giving. Student loan professionals aim to help students build powerful futures. With so much at stake, concerns regarding student loans, debt, financial literacy, collections, escalating costs, changing processes and government programs, and fraud have the potential to upset students, loan professionals, and parents. Effectively managing stress, tears, and conflict are customer service essentials. 

In this interactive keynote and follow-up workshop, participants will:
          1. Identify 4 roles that exist in dealing with difficult people
         2. Explore why each role challenges us
         3. Practice strategies for dealing with difficult people
         4. Create a Power Up Action Plan

FERPA: A Bursar's Perspective
Mark Goodman, Temple University (Retired)   
This Act protects a student’s privacy when it comes to who may review their Educational Records. Though this has been law since 1974 each year new students and a new set of very confused parents enter our institutions and we must explain the law and how it applies to them. This session will define FERPA, let you know who is protected and what records it applies to and what is NOT included. You will understand CONSENT, what does not need consent and the legal ramifications. This presentation is intended for staff and managers who deal with Student records, loans and collections along with those who interact with parents, spouses or other interested parties of our students and graduates.

Foreign Students: The New Normal
Vincent A Simonelli, Boston University
The world has changed over the last several months and some of those most affected are students from foreign countries. As a school with a rather large foreign population we have seen many changes in applicant pools, financing options and attitudes towards our institution.  In this session, we would like to share the current/new world of foreign students and the implications for institutions that rely on their continued attendance.

Generation Z: The World Really is Flat
Judith Flink, University of Illinois (Retired)
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. On average, 53 percent of students pursuing a four-year degree drop out of college, with finances sited as the primary reason. 
In this session we will learn;
 

  • Communication strategies for GenZ and how they compare with their Millennial counterparts
  • The international connections of GenZ
  • The vital role of technology, but their preference for in-person communications
  • GenZ’s financial options & obstacles to get to 2022

Hiring the Right Person - Essential Tips in a Changing World
Sandra Plenski, UC Hastings College of the Law
The employment market is changing! Taking the time to find the right person — someone who is not just technically capable but also a good fit for the company — is extremely important! Being successful in hiring requires having a process that includes attracting high-quality candidates, evaluating them in several different areas, and taking the time to get to know the people in different ways. It’s not just about filling the position. It’s about skills, the right fit, and putting a succession plan into place. Come to this session to get many tips on attracting and hiring great candidates.

One Stop Shop and All the Things to Think About When Implementing
Geri Landwehr, University of Northern Colorado
Where to put it, who should be in it, how do we staff it, who should manage it, what questions should we answer, when do we escalate to the back office and many more things to think about when implementing a One Stop Shop!

Safety First: What's Your Plan?    
Sheri Cox, Ivy Tech Community College
In this presentation we will talk about steps you can take to ensure the safety of your staff. Whether you already have safety plans in place, or if you have a great security team, there are still measures you can take to make yourself and your staff safer while you do your job.

Scoring Your Outside Agencies
Vincent A. Simonelli, Boston University
We will take a look at how to gauge the effectiveness of your outside agencies, both against themselves and your internal operation. There are many ways to view success or failure and we’ll examine different approaches. Also, you need to look at the costs involved and whether or not you’re getting value for your investment. Remember, outsourcing has become the great American pastime!

Securing Transactions on Campus with Point to Point Encryption
Judith Flink, University of Illinois (Retired)
David King, OnPlanU

Learn about how you can use point to point encryption on campus for in-person and over the phone transactions to reduce your PCI Scope.

The State of AR in Higher Ed Now and Into the Future
John Meyer - ECSI, Regional Sales Executive and Subject Matter Expert
In this session, we will discuss the current state of AR in higher ed and the issues many schools are facing in recovering on their delinquent accounts receivable. You will learn what steps you can take to increase your recovery rate, increase student engagement and retention, increase your cash flow, and reduce the administrative burden on your school. John Meyer, ECSI's AR Subject Matter Expert, will show you how you can keep more kids in school and out of collections by using a student-focused strategy that will ensure you are keeping more tuition dollars coming into your school. 

#TrendingTopics    
Laurie Beets, Oklahoma State University
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.

Unlocking International Student Potential by Exploring International Payments and Refunds
Laurie Beets, Oklahoma State University
Ben Kavalec, Western Union Business Solutions

Come join Oklahoma State University and Western Union Business Solutions as they discuss the ever evolving International student payment landscape. Information will be shared about solutions implemented to expand International student payment options and how to streamline and simplify international refunds globally.

What If Perkins Really Does “Bite the Dust”?
Vincent A Simonelli, Boston University
As our Federal Government looks to shut down this long-standing bulwark for students of need, how do we, the schools, adjust. Unfortunately, student need does not go away. These hopeful students still need to be served.  What will that new financing options look like and how will they differ from this highly successful program?

Your Students and the Bankruptcy Process
Darrnell Long, Georgia State University
How do you ensure your school is in compliance with the big bad ‘B’ while offering a top notch customer service experience? Come prepared to discuss some basic bankruptcy law and delve into a scenario-based training where attendees will have an opportunity to work through case studies of real students who have outstanding A/R debts but have filed for bankruptcy. Offered for discussion will also be best practices for tracking bankruptcy students to ensure compliance with the “automatic stay” provision of the US Bankruptcy Code as well as Standards of Processing that will come in handy when dealing with students in an active bankruptcy situation.