Past Events

Previous Conferences:

 

Previous Webinars:

  • New Total & Permanent Disability Regulations & Practices:  What You Need to Know
New Total and Permanent Disability (TPD) regulations went into effect on July 1.  In response, COHEAO put together a panel of experts to help you understand what these changes mean for your campus or organization.  Norma Carmona of the University of Chicago and Sharon Cameron of Campus Partners provided a walk through of this new process.   
 
  • Financial Literacy on Campus
    In response to the acclaim for its Financial Literacy Awareness Whitepaper and the corresponding session at the COHEAO Annual Conference, COHEAO hosted a webinar to expand upon this discussion.  The webinar featured the authors of the report who will expand upon their findings and field your questions. The COHEAO Financial Literacy Awareness White Paper authors are: Carl Perry of Progressive Financial Services, Andrea Pellegrini of University of Illinois, Irene Jasper of Duke University, Kris Alban of iGrad and Wes Huffman of COHEAO.  The following questions were addressed:
    • How can I create a financial literacy program at my campus from scratch?
    • What techniques can I use to collaborate across multiple campus departments?
    • How to identify and implement specific financial literacy “interventions”?
    • What innovative delivery methods can significantly increase the effectiveness of our financial literacy initiatives?
    • What is the Federal role in financial literacy education?
    • What are the new developments in financial literacy education which I should know about?
    • What are some specific resources to help develop or improve my financial literacy program?

The webinar featured Valerie Sherrer of NSLDS, Bob Frick of University Accounting Service, and Carol Moyer of Baylor University. The panel offered their insights from a government, school, and servicer perspective and, perhaps more importantly, discussed how all of these entities intersect via NSLDS

Tim Cameron of the National Student Clearinghouse gave a presentation on how many schools have addressed the problem of multiple accounts and user-IDs by providing access to industry sponsored tools and services directly from their campus website using the user ID and passwords administered by the campus. The webinar describee how to gain access to detailed financial aid award information, tracking tools to locate the loan servicer responsible for the collection of the debt, as well as other services such as transcript ordering and enrollment verification forms.

Credit reports and credit scores play a crucial role in consumers’ lives. They can impact not only lending decisions but also a person’s ability to obtain cellular telephone and utility service, rent an apartment, or qualify for a job. Join Rod Griffin, Director of Public Education for Experian, for a comprehensive discussion about credit reporting and credit scoring. Gain valuable insight into how the credit reporting and credit scoring process works, distinguish fact from fiction, and join in a discussion about how you can effectively address your students and customers’ questions regarding these often misunderstood financial tools.

The webinar addressed the following topics:

  • What do you know about bankruptcy today?
  • What are some of the basic principals?
  • What needs to be done to protect my institution’s debt from discharge?
  • What are the current issues and cases relating to bankruptcy and student loans?
  • Title IV refunds, the resulting AR, and how can this type of debt be addressed?
  • What is the current legal status of the collection industry;
  • TCPA; CFPB; SOL; FDCPA; and
  • FDCPA litigation and trends

Presented by:  Chad Echols, an experienced higher education and collections attorney with The Echols Firm, LLC

This webinar identified and described the most innovative financial literacy initiatives from over 20 colleges across the country, and presented advice from administrators intended for other schools seeking to implement or expand their own financial literacy programs.  Financial literacy initiatives include popular peer-to-peer models, interactive online workshops, mandatory classroom curriculum, stock market simulations and more.

Presented by:   Kris Alban, VP of Marketing at iGrad
Paul Goebel, Founding & Managing Director of the Money Management Center at the University of North Texas
Carrie Johnson, Legislative Assistant on Education issues for Senator Tim   Johnson (D-SD)
 

The Department of Education recently issued new regulations on this law governing the privacy rights of students.   As campus-based loan administrators and student financial services officers handle sensitive information on a daily basis, this is a webinar you will not want to miss.  In addition, as the rules require schools to take measures to ensure their vendors adhere to federal privacy regulations, service providers will also benefit greatly from this event.

Presented by:   David Stocker, General Counsel at Account Control Technology

This webinar will help you understand how to improve the basic HR functions within your own office, such as recruitment, retention, and training.  It will also provide some context, helping attendees understand how the HR functions in individual offices work with the overall human resources leadership strategy of the larger organization.  The presentation will offer insights on creating human resources leadership programs which expand beyond regulatory compliance and transactional processing to include the following:

Presented by:   Mary Maher Assistant Vice President for Human Resources with the University of Baltimore

 The presentation will focus largely on the administration of the Chapter 33 benefits including such topics as “Last Dollars Applied” to tuition and fee rules, “No Break” coverage, returned funds processes, and steps the VA is taking (or considering) to provide colleges and universities with access to clear and accurate information in a timely fashion.

Presented by:   Marie George, Chief Education Liaison for the Department of Veterans Affairs

This webinar gathers a panel of experts to address many of the audits student financial services offices and their service providers must undergo on a regular basis.  If you are seeking to learn more about the various audits for schools and their third-party service providers.

The various types of audits covered by this webinar will include:

  • A133 Consolidated Federal Audit
  • FISMA
  • SOC 1 (formerly SAS 70)
  • Compliance Attestation Audits
  • Audited Financials
Presented by:   Scott Nicholson, President of Enterprise Recovery Systems, Inc.
Jennifer Walker, Managing Director Risk Assessment and Internal Audit Management for Sallie Mae/General Revenue Corporation
Heather Bodner, Senior Manager at Porter Keadle Moore LLC (PKM)
Talha Sheikh, Manager Internal Audit, DeVry University
 

The webinar will address the new program integrity regulations pertaining to the return of Title IV funds (R2T4) and modular learning programs.   Though they did not garner anywhere near the attention of the other controversial regulations in the program integrity package, the new R2T4 rules for programs offered in modules, meaning those which do not span the entire length of a payment period or a traditional period of enrollment, are impacting all schools with such programs.  This webinar will explore the nuances of the recently instituted Program Integrity Rule of R2T4s and Modules.

Presented by:  Ken Wolterman, Bursar at the University of Cincinnati
                 Ray Kimmel,  Assistant Bursar at the University of Cincinnati
 
Wednesday, Feb 27 2-3 PM ET (1-2 CT/11-Noon PT): 
Financial Literacy on Campus
 In response to the acclaim for its Financial Literacy Awareness Whitepaper and the corresponding session at the COHEAO Annual Conference, COHEAO hosted a webinar to expand upon this discussion.  The webinar featured the authors of the report who will expand upon their findings and field your questions. The COHEAO Financial Literacy Awareness White Paper authors are: Carl Perry of Progressive Financial Services, Andrea Pellegrini of University of Illinois, Irene Jasper of Duke University, Kris Alban of iGrad and Wes Huffman of COHEAO.  The following questions were:
  • How can I create a financial literacy program at my campus from scratch?
  • What techniques can I use to collaborate across multiple campus departments?
  • How to identify and implement specific financial literacy “interventions”?
  • What innovative delivery methods can significantly increase the effectiveness of our financial literacy initiatives?
  • What is the Federal role in financial literacy education?
  • What are the new developments in financial literacy education which I should know about?
  • What are some specific resources to help develop or improve my financial literacy program?
 
 

Please click here to view past COHEAO webinars available for purchase.