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DAY 1
SESSIONS
COHEAO’s Washington Update
COHEAO Executive Director Bob Moran will set the stage for the rest of the conference with an update on Washington and what it all means for COHEAO members.
Speaker: Robert Moran, COHEAO Executive Director, BPAG
Moderator: Lori Hartung, COHEAO President
Recording
Passcode: 6VP.eLa6
FCRA and Credit Reporting
Our panel will explore the current areas of attention being paid by regulators and plaintiffs’ attorneys in connection with credit reporting. Among other topics, attendees will get an update on the CFPB’s current furnishing rulemaking, hear about current trends with respect to tradeline deletions, and learn about current areas of litigation risk. The session will conclude with a discussion of best practices and other considerations for furnishers looking to mitigate their potential risk.
Speakers: Alicia McKeighan, Associate VP, Conserve, Stefanie Jackman, Troutman Pepper
Moderator: Lori Hartung, ECSI
Passcode: 6VP.eLa6
Navigating State Regulations: Ensuring Compliance and Efficiency in Transcript Management
Discover how schools in New York and Illinois are addressing the challenge of complying with state regulations on transcript withholding. Join us to learn about innovative measures implemented to manage accounts receivable and maintain operational efficiency amidst the ban on transcript withholding. Hear directly from educational institutions as they share their strategies and insights into navigating this evolving landscape.
Speakers: Christina Cardinale, Manhattan College, Jan Hnilica, Aurora University
Moderator: Andrew Guimond, George Washington University
Recording
Passcode: ke6e8V6+
Navigating Through the Complexities of Compliance – An Essential Roadmap for All Schools Implementing Tuition Payment Plans And Institutional Loans
In this session, we will discuss the 2023 Consumer Financial Protection Bureau (CFPB) report on Tuition Payment Plans, how that report and federal Truth-in-Lending requirements might impact your school, and help all attendees navigate their way through complexities of student financing regulations
Speaker: Sean Steinmarc, TFC Tuition
Moderator: Tony Bordeaux, University of Alabama
Recording
Passcode: 45ecR&%F
How America Pays for College
How America Pays for College explores education funding sources—from family income and savings to scholarships, grants, and borrowed funds—and evaluates trends in payment strategies over time.
Speaker: Jonathan Looney, Sallie Mae
Moderator: Lee Anne Wigdahl, DeVry University
Navigating Transcript Withholding: Federal Requirements and Implementation Strategies
Join us for an in-depth discussion on the forthcoming federal requirement regarding transcript withholding, set to take effect on July 1. We’ll begin with an overview of the regulation, its implications, and implementation strategies. The session will transition into an interactive forum, inviting participants to pose questions, share insights, and discuss institutional approaches to compliance. Gain valuable insights into navigating the intersection of federal mandates and state laws to ensure full compliance and effective policy implementation.
Speaker: Robert Moran, COHEAO Executive Director, BPAG
Moderator: Kurt Steinmiller, Carnegie Mellon University
Recording
Passcode: !t6qv06j
DAY 2
SESSIONS
Perkins Wind Down – When is the Time to Liquidate?
As the Wind down of the Perkins Program continues, may schools are wondering if it makes sense to continue servicing their outstanding Perkins loans. This session will provide an overview of assignment guidelines, best practices, and a guide to assist schools with making the decision on when is the best time to liquidate their Perkins portfolio.
Speaker: Maria Livolsi, SUNY
Moderator: Chris Stompanato, ECSI
Passcode: T+q4L^&d
Financial Aid Fraud
ED’s Office of Inspector General (OIG) an independent entity within ED, is responsible for identifying fraud, waste, abuse, and criminal activity involving ED funds, programs, and operations. It conducts criminal, civil and administrative investigations; independent audits and reviews; and recommends actions to address systemic weaknesses and improve ED programs and operations. In this session, ED OIG will discuss its initiatives including fraud awareness and fraud prevention efforts.
Speaker: John Carlo, Inspector General, Department of Education
Financial Aid for the Bursars Office
This session will cover the past year in the financial aid industry, what a year! We will discuss the changes with the 24-25 FAFSA and the effect it will have on student account management. Updates every date in the aid industry!
Speaker: Christopher Cook, Vanderbilt University, Joe Weglarz, Marist College
Moderator: Maria Livolsi, SUNY
Recording
Passcode: *41@gYPU
Bursar Office Role in Laws and Compliance
With increased attention on college and university policies and practices, student accounts professionals must understand the various laws, regulations, and public perceptions that impact their operations and identify proactive ways to respond. This session will cover the state and federal laws, regulations, and guidance related to student financial services functions.
Speaker: Kristy Pritchett, University of Alabama
Moderator: LaToya Smith, Butler University
Recording
Passcode: JUBy+M5N
Best Practices Accounts Receivable and Collections
This panel will lead the group in discussing the best accounts receivable and collection practices. Our esteem panel will include perspectives from higher education institutions, a collection agency, and an attorney. We will talk about best practices and policies for working in student accounts and collections and working with your third-party collection partners. The panelists will discuss the top issues of the day, and during the remaining time, they will field questions from the audience.
Panelists:
JR Berninzoni, Williams & Fudge
Christine Blakney, Texas Tech University
Stefanie Jackman, Troutman Pepper
Moderator: Karen Reddick, NCM
Recording
Passcode: sa58p%&s