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
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 Coming Soon Coming Soon
12:35 - 1:35 PM Lunch
1:35 - 2:35 PM Creating High Performance Teams: Leverage Your Differences – 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 Coming Soon
3:40 - 4:00 PM Networking Break
4:00 - 5:00 PM Coming Soon Coming Soon
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 Coming Soon
9:30 - 9:35 AM Transition Break
9:35 - 10:35 AM FERPA: A Bursars 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 Coming Soon 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 Coming Soon
3:05 - 3:35 PM Networking Break
3:35 - 4:35 PM Coming Soon Coming Soon
Wednesday, Nov. 8
8:00 - 9:00 AM Breakfast
9:00 - 9:15 AM Closing Remarks
9:15 - 10:45 AM Coming Soon
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. 

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.

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 management 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 Bursars 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
he world has changed over the last several months and some of those most effected 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.

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!

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.

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.