SLRC Student Loan Receivables Collection Conference

Transcription

1 Professiol Developmet Group II, Ic. 36 th SLRC Studet Lo Receivbles Collectio Coferece Gold Sposor: 5 1 o 0 t 2 o, s 4 e 1 D r e h b m e ov v N A S G, h v S o ilt H

2 SLRC 2015 Come joi fellow ttedees from other privte, public d proprietry colleges, uiversities, trde d techicl schools from throughout the U.S. t the logest ruig d most prestigious Higher Eductio Collectios Coferece. Her from chose experts i the fields of federl lo d receivbles collectios tht will shre their kowledge, experiece d best prctices bout pertiet topics d the ltest regultios d procedures. Rrely do you fid this much expertise gthered i oe plce! Experiece our iterctive exhibit hll which icludes collectio gecies, billig services, tuitio mgemet firms, softwre houses, hrdwre compies, skip-trce specilists, credit crd compies, e-commerce compies, lw firms d ltertive lo providers with opportuities throughout the dy to etwork. At PDG s SLRC Coferece, you c dd to your skill set, develop etwork of peers you c cll upo whe you hve questios, d hve mzigly good time, ll while experiecig the PDG differece. Top Te Resos to Atted 1. Ftstic LOW registrtio price of $ Pre-Coferece Workshops vilble: Bursrs Bsics Pre-Coferece Workshop & Ledership Workshop 3. Beutiful Svh, GA 4. Network with tiowide group of your peers 5. Rech brod group of potetil suppliers d collectio gecies 6. Spekers with rel higher eductio experiece 7. CPE Credit pproved ged 8. Gret ged with topics to help your school improve d icrese efficiecy 9. Gret hotel rte $149/ight (plus tx) 10. Logest ruig d most prestigious Higher Eductio Collectios Coferece Workshop Iformtio Bursrs Bsics Pre-Coferece Workshop (dditiol fee of $150 pplies) Drl Freebor, Whitworth Uiversity How re dy-to-dy opertios i the Bursr s Office most effectively hdled? Wht prctices c help lower your receivbles blces while t the sme time mitiig good future lumi reltios? How do you hdle persoel problems d build good tem? Joi us for fteroo full of iformtio d lot of shrig d discussio while we cover myrid of essetil prctices. We ll cover everythig from pymet pls, cshier/moey hdlig prctices d customer service to collectios, federl regultios, the udit, those tough persoel mgemet issues d more. So, whether you re bursr ew to the idustry or sesoed bursr lookig to review, refresh d mybe get few ew ides, we d love to hve you joi us. Ledership Workshop (dditiol fee of $150 pplies) Sheri Cox, Ivy Tech Commuity College Are you leder or just the boss? Wht does your pproch to ledership sy bout you? Wht skills re eeded to be good leder? How do orgiztio, commuictio d time mgemet ffect oe s bility to led? As leder, we guide our Bursr stff through chge, chllegig times d coflict. We help our tem set gols d led the wy to ccomplish them. Whether you re ew to ledership positio d wtig to stregthe your ledership skills, experieced Bursr ledig tem d lookig for ew ides, or someoe with pls to led i the future, this workshop will help you recogize wht it tkes to crete, motivte d led successful tem tht s evied by other deprtmets! Come prepred to shre ides, iterct d hve some fu s we ler wys to improve our performce s tem leder d tem member.

3 Overview Hotel Iformtio Hilto Svh Desoto 15 E Liberty St Svh, GA Phoe (877) Specil rte of $149 Whe mkig reservtios over the phoe, mke sure to metio you re ttedig the PDG SLRC Coferece. You c lso reserve your room t The cutoff dte to mke reservtios uder this group rte is whe the block is filled or October 8th, 2015, whichever comes first. Fculty & Advisory Group Jcquelie Aderso...Illiois Istitute of Techology Jso Berd*...Professiol Developmet Group Sheri Cox*...Ivy Tech Commuity College Chrmie Diels*... Georgi Stte Uiversity Joth Edm... Accout Cotrol Techology, Ic. Drl Freebor*... Whitworth Uiversity Jim Grrt*...Lselle College Elle Hrris-Smll... Rutgers Uiversity J Hilic*... Wheto College Dvid Ktz*... College of Chrlesto Geri Ldwehr...Uiversity of Norther Colordo Sdr Pleski*... UC Hstigs College of the Lw Bri Smith...Deprtmet of Eductio Adriee Wssell*...Illiois Istitute of Techology Alle Youg...EVP Eductio, PymetsFirst * deotes dvisory group Sve the Dte Do ot miss PDG s other upcomig evets. Mrk your cledr for the P-crds d Bursrs cofereces. 19TH NATIONAL P-CARDS ON CAMPUS CONFERENCE Februry 7 10, 2016 Svh, GA Hilto Svh DeSoto 30TH NATIONAL COLLEGE & UNIVERSITY BURSARS SFS CONFERENCE April 3 6, 2016 Aheim, CA Hilto Aheim More ifo olie t

4 Fetured Spekers Keyote: Temwork d Idividuls Self Improvemet, Compssio Keyote Speker: Pipes Adrews Pipesology Pipes Adrews fouded the philosophy of Pipesology d the Just Sy No Lifestyle i his erly 20s. Whe Pipes ws tured wy fter pplyig for mortgge, he ws ispired to ler everythig he could bout the ficil world d moey mgemet. He tught himself to write his ow mortgge d become the successful etrepreeur he is tody. After figurig out how to become the best versio of himself, Pipes kew he could help other everydy people do the sme. He developed his pssio project, Pipesology, to spred the Just Sy No Lifestyle d led people towrd Better Helth, Better Welth, d Better Life. Chrmie Diels - Georgi Stte Uiversity Chrmie Diels hs bee the Director of Studet Accouts t Georgi Stte Uiversity sice Over her thirtee yers i the studet ficil services idustry, Chrmie hs developed d led the implemettio for iovtive wrd-wiig iititives to help studets d prets better mge their fices. While t Georgi Stte, Chrmie hs led successful implemettios of severl projects icludig olie billig d pymet system, debit crd refud progrm, d iterl collectios due diligece system. Prior to her time t Georgi Stte Chrmie spet lmost ie yers with the Uiversity of Illiois dmiistrtio i their Studet Ficil Services d Cshier Opertios divisio. Chrmie ered B.S. i Busiess Admiistrtio from Florid A&M Uiversity d Mster of Public Admiistrtio from the Uiversity of Illiois. Elle Hrris-Smll - Rutgers Uiversity Elle Hrris-Smll is the Assistt Mger i the Deprtmet of Studet Accoutig Ficil Services t Rutgers, The Stte Uiversity of New Jersey. She hs serviced s bord member, ficil couselor, complice officer, project d progrm coorditor for regiol d tiol service d professiol orgiztios. Before joiig the Rutgers dmiistrtio, Elle ws Associte Director t Temple Uiversity, Studet Lo Mger t Hhem Uiversity d Accoutt t Commuity College of Phildelphi. She is completig her 36th yer i Higher Eductio Studet Fice. Drl Freebor - Whitworth Uiversity Drl Freebor hs bee the Mger of Studet Accoutig Services t Whitworth Uiversity i Spoke, Wshigto for over 14 yers. She holds Bchelor s degree i History Eductio d Mster s degree i Eductio Admiistrtio. Drl oversees the opertios of the Uiversity cshier, studet ccouts d collectios, d the Perkis d Istitutiol Lo office. Durig the lst severl yers, she oversw the implemettio of severl e-commerce d pperless pplictios. She curretly serves o Whitworth s Eductiol Review Bord, Retetio Tsk Force, Ficil Litercy Tem, d severl other committees. She regulrly presets iformtio t o-cmpus studet ficil litercy d oriettio sessios.

5 Fetured Sessios PDG s 36 th SLRC November 1 4, 2015 Collectios & Due Diligece from Begiig to Ed Chrmie Diels, Georgi Stte Uiversity We ll kow the chlleges with blcig our fiduciry resposibilities while lso promotig the overll missio of studet success. Some my ot thik tht the Studet Accout office c hve direct impct o studet progressio, retetio, d grdutio. This sessio will review Studet Accout d other deprtmet policies d processes withi the studet life cycle tht my help your istitutio blce collectig outstdig blces while still supportig studet success. Delig with Difficult Situtios & People Jmes Grrt, Lsell College Ufortutely, difficult people re everywhere. Mybe you re oe of them? Or mybe, everyoe is difficult durig certi momets of their life. Either wy, evetully you ll eed to work or compromise with perso tht you thik is difficult. Be they co-workers, bosses, or customers, the potetil for voltile situtios with them fce us costtly. Becuse the wy we hdle them c ffect our job, our dvcemet, d eve our helth this sessio will provide useful strtegies for delig with difficult people d the situtios they c crete d, hopefully voidig coflict! PCI Complice Wht do you me it s ot just IT issue? Geri Ldwehr, Uiversity of Norther Colordo How PCI complice ffects our busiess office processes d procedures. How do we mke our cmpus deprtmets uderstd the importce of PCI complice d where they might be mkig violtios. The importce of beig security wre d uderstdig wht the ew PCI DSS versio 3.0 mes for us. Discoverig Your Super Power Elle Hrris-Smll, Rutgers Uiversity Most of us hd fvorite super hero whe we were growig up. I this sessio we will explore our super powers. How d why it is importt to idetify them. Usig 3rd Prty Lo Servicers Best Prctices J Hilic, Wheto College If you re usig 3rd prty lo servicer, this is sessio you will ot wt to miss. This sessio will be ddressig complice, recocilitio, d workig dy to dy with your lo servicer. Plese brig your questios d ejoy collbortive discussio! Uble to tted the coferece? Access coferece udio with our Pss System t Get full sessio descriptios t

6 AGENDA *Aged is subject to chge. For up to dte ged, plese visit Sudy November 1, :00-1:00 PM Workshop Registrtio 1:00-6:00 PM Bursr Bsics Drl Freebor, Whitworth Uiversity 4:00-6:00 PM Coferece Registrtio 6:00-7:30 PM Welcome Networkig Receptio Mody November 2, :00-8:00 AM Cotietl Brekfst & Registrtio Ledership Workshop Sheri Cox, Ivy Tech Commuity College 8:00-8:30 AM Opeig Remrks Jso Berd, Presidet & CEO, Professiol Developmet Group II, Ic. 8:30-9:30 AM 9:30-10:00 AM Networkig Brek 10:00-11:00 AM 11:00-11:15 AM Trsitio Brek 11:15 AM - 12:15 PM Keyote: Temwork d Idividuls - Self Improvemet, Compssio Pipes Adrews, Pipesology Delig with Difficult Situtios d People Jmes Grrt, Lsell College Ficil Litercy Chrmie Diels, Georgi Stte Uiversity Usig 3rd Prty Servicers for Los - Best Prctices J Hilic, Wheto College Styig i Complice with the TCPA Joth Edm, Accout Cotrol Techology, Ic. 12:15-1:15 PM Lucheo - Perkis Updte J Hilic, Wheto College, Lori Hrtug, Kre Reddick 1:15-2:15 PM 2:15-2:30 PM Trsitio Brek 2:30-3:30 PM 3:30-4:00 PM Networkig Brek 4:00-5:00 PM Discoverig Your Super Power Elle Hrris-Smll, Rutgers Uiversity Tuesdy November 3, 2015 Customer Service - Put Your Best Foot Forwrd! Sheri Cox, Ivy Tech Commuity College Bloomigto A/R Commuictio Automtio Jcquelie Aderso, Illiois Istitute of Techology 7:30-8:30 AM Cotietl Brekfst & Registrtio 8:30-8:35 AM Trsitio Brek 8:35-9:30 AM 9:30-9:35 AM Trsitio Brek 9:35-10:30 AM 10:30-11:00 AM Networkig Brek 11:00 AM - 12:00 PM 12:00-1:00 PM Lucheo 1:00-1:50 PM 2:00-3:00 PM 3:00-3:30 PM Networkig Brek 3:30-4:30 PM Frud & Risk Updte for Criticl Ficil Dt Storge d Protectig your Studet/ Bkig Reltioship Alle Youg, AAP, EVP Eductio, PymetsFirst Deprtmet of Eductio. Updte Bri Smith, US Deprtmet of Eductio Multitskig & Adoptio Sdr Pleski, Uiversity of Clifori Hstigs College of the Lw 1098T s & 1098E s - The forms we love to hte! Geri Ldwehr, Uiversity of Norther Colordo The Is & Outs of Mgig Your Perkis Progrm J Hilic, Wheto College & Adriee Wssell, Illiois Istitute of Techology Collectios & Due Diligece from Begiig to Ed Chrmie Diels, Georgi Stte Uiversity Wedesdy November 4, :00-8:45 AM Cotietl Brekfst Tredig Topics Sdr Pleski, Uiversity of Clifori Hstigs College of the Lw PCI Complice - Wht Do You Me it s Not Just IT Issue? Geri Ldwehr, Uiversity of Norther Colordo ACH Updte d Notifictio Rules Chge s well s Sme Dy ACH Updte Alle Youg, AAP, EVP Eductio, PymetsFirst A/R Best Prctices Jmes Grrt, Lsell College Mkig Gols & Evlutios Cout - Wht s the fil destitio? Geri Ldwehr, Uiversity of Norther Colordo GLBA/Red Flg Elle Hrris-Smll, Rutgers Uiversity Your Coflict Mgemet Techiques Filed - Now Wht? Drl Freebor, Whitworth Uiversity Telephoe Cosumer Protectio Act Regultios & Updtes Joth Edm, Geerl Cousel, Accout Cotrol Techology, Ic. 8:45-9:00 AM Closig Remrks Jso Berd, Presidet & CEO, Professiol Developmet Group II, Ic. 9:00-10:45 AM Iterctive School d Agecy Roudtble Q&A 10:45 AM Coferece Adjours TBA

7 Svh Georgi Estblished i 1733, Svh is the oldest city i Georgi d the loctio of oe of the lrgest Ntiol Historic Ldmrk districts i the coutry. This eccetric Souther city beguiles with Old World glmour d romce, culture, d etertimet. Svh s stuig rchitecture, 21 historic squres d Low Coutry ldscpe mke the city top trvel destitio. Cotiuig Eductio Credits NASBA CPE Credit Iformtio Progrm Level: Advced Prerequisites: No prerequisites d/or dvce preprtio is required. CPE Credits: 21 CPE credits, icludig 4.5 workshop poits d 16.5 coferece poits. Delivery Method: Group-Live Professiol Developmet Group II, Ic. is registered with the Ntiol Associtio of Stte Bords of Accoutcy (NASBA) s sposor of cotiuig professiol eductio o the Ntiol Registry of CPE Sposors. Stte bords of ccoutcy hve the fil uthority o the cceptce of idividul courses for CPE credit. Complits regrdig registered sposors my be ddressed to the Ntiol Registry of CPE Sposors through its website: