Professional Development Group II, Inc.
Student Loan Receivables
Collection Conference
November 9 - 12, 2014
Green Valley Ranch Resort & Spa
Las Vegas, NV
Gold SponSor:
www.prodev.com
Featured SeSSionS
Collection Agency Oversight; Balancing Compliance and Performance
Nick Jarman, Delta Outsource Group
As a creditor who outsources accounts to collection agencies, the only thing more
important than how much revenue an agency brings in, is how they bring in that
revenue. This course is a very unique opportunity to learn from a successful collection
agency executive, Nick Jarman, who has spent the last 15 years pre and post CFPB,
on the other side of the spectrum being managed by creditors of all sizes and seeing
firsthand what works and what doesn’t...
Skip Tracing
Sandy Plenski, University of California-Hastings College of the Law
Do you have former students, now borrowers, who you cannot find? How about former
students who call you, but refuse to give you any address or work information? There
are many techniques that can be used to find someone who simply doesn’t want
to be found and they are all legal. What are some new practices that you may not
know about? Though there are people who seem to disappear, everyone has to be
somewhere. This breakout session will give you tips on how to legally find the people
that you are looking for. This session will also include information regarding this topic
that is located in the Fair Debt Collections Practices Act. If you’re looking for new ideas,
or simply trying to find out what’s legal and what’s not, please attend this session. I
look forward to meeting you!
Effective Team Building – No “Trust Falls” Needed
Darla Freeborn, Whitworth University
Do you wish your staff was more willing to jump in and help when issues arise? Do you
have folks in your offices that have an “it’s not my job” attitude? It takes time, effort,
and leading by example, but you can put together a top notch team willing to jump in
and help anytime the need arises. In this session, we will talk about what it takes to
create a good team as well as some fun exercises you can do to encourage teamwork.
Come prepared to share what works well in your office, too—we are all open to new
ideas!
TCPA (Telephone Consumer Protection Act) Compliance
Jay Winston, Credit & Collection Education Forum
The TCPA governs do-not-call requests, use of auto-dialers, consent to call, wrong
parties called, and related issues. While the FDCPA remains the largest source of
lawsuits by student loan debtors, the number of lawsuits filed under the TCPA is
rapidly increasing. Recent court decisions have created new exposure and liability for
schools using dialers or pre-recorded messages. Previously “safe” consent forms may
now invite lawsuits and need to be changed. Updates on a growing bodyt of law
establishing vicarious liability for your outside vendors under the TCPA will also be
discussed.
Get full session descriptions at www.prodev.com
overview
hotel information
Green Valley Ranch Resort
2300 Paseo Verde Pkwy
Henderson, NV 89052
Phone: (866) 782-9487
Special rate of $145.00
When making reservations over
the phone, make sure to mention
you are attending the PDG SLRC
Conference. You can also reserve
your room at
www.prodev.com/
slrc-hotel-travel/
The cutoff date to make reservations
under this group rate is when the
block is filled or October 19, 2014,
whichever comes first.
Faculty & advisory Group
Jared Beard ...........................................................................................................................White Iron Data
Jason Beard* ..................................................................................... Professional Development Group
Christina Cardinale* .................................................................................................... Manhattan College
Kathy Crusto-Way* ............................................................................................ Tarrant County College
Alicia Cyprian* ................................................................................................................... Dillard University
Darla Freeborn* ....................................................................................................... Whitworth University
Lori Hartung ........................................................................................................Todd, Bremer & Lawson
Nick Jarman .......................................................................................................... Delta Outsource Group
Lisa Juncaj ...................................................................................................................... Manhattan College
Kim Miller* ............................................................................................................................ Oklahoma State
Jamie Napralla............................................................................Great Lakes Higher Education Corp.
Sandra Plenski* .................................................................................. University of California Hastings
Bob Putich ............................................................................................ Western Washington University
Pat Raines* ...........................................................................................................Virginia State University
Julie Selander .......................................................................................................University of Minnesota
Brian Smith .............................................................................................. U.S. Department of Education
Sue Votsch* .............................................................................................. Grand Valley State University
LaToya Wiley* ..................................................... University of North Carolina School of the Arts
Jay Winston ............................................................................... Credit & Collection Education Forum
* denotes advisory group
unable to attend the conference?
access conference audio with our
pass System at www.prodev.com
More info online at www.prodev.com
#SlrC2014
Come join fellow attendees from other private, public and proprietary colleges,
universities, trade and technical schools from throughout the u.S at the longest
running and most prestigious higher education Collections Conference. hear
from chosen experts in the fields of federal loan and receivables collections
that will share their knowledge, experience and best practices about pertinent
topics and the latest regulations and procedures. rarely do you find this much
expertise gathered in one place!
experience our interactive exhibit hall which includes collection agencies, billing
services, tuition management firms, software houses, hardware companies, skiptrace specialists, credit card companies, e-Commerce companies, law firms and
alternative loan providers with opportunities throughout the day to network.
at pdG’s SlrC Conference, you can add to your skill set, develop a network of
peers you can call upon when you have questions, and have an amazingly good
time, all while experiencing the pdG difference.
top ten reasons to attend
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Fantastic LOW registration price of $445
Pre-Conference Workshops available: Bursars Basics & Life of a Loan - Federal
Perkins Loan Basics Training
Beautiful Las Vegas, NV
Network with a nationwide group of your peers
Reach a broad group of potential suppliers and collection agencies
Speakers with real higher education experience
CPE Credit approved agenda
Great agenda with topics to help your school improve and increase efficiency
Great hotel rate – $145/night (plus tax)
Longest running and most prestigious Higher Education Collections Conference
workshop information
Bursars Basics Pre-Conference Workshop (additional fee of $99 applies)
Darla Freeborn, Whitworth University
how are day-to-day operations in the Bursar’s office most effectively handled? what practices
can help lower your receivables balances while at the same time maintaining good future alumni
relations? how do you handle personnel problems and build a good team? Join us for an afternoon
full of information and a lot of sharing and discussion while we cover a myriad of essential practices.
we’ll cover everything from payment plans, cashier/money handling practices and customer service
to collections, federal regulations, the audit, those tough personnel management issues and more.
So, whether you’re a bursar new to the industry or a seasoned bursar looking to review, refresh and
maybe get a few new ideas, we’d love to have you join us.
Life of a Loan - Federal Perkins Loan Basics Training
Pre-Conference Workshop (additional fee of $99 applies)
Lori Hartung, Todd, Bremer & Lawson, Inc
the life of a loan workshop follows a Federal perkins loan from disbursement through repayment,
loan benefits, and eventually payment in full (and everything in between). the workshop is presented
in layman’s terms in logical order all the while referring to the appropriate regulatory sections and
incorporated industry best practices. attendees will receive a life of a loan reference manual and a
valuable half day’s worth of training.
register online at www.prodev.com
Featured SpeakerS
a
Sun
12:00
Keynote Speaker
Dan Lier - human Behavior expert
Dan Lier is the premier Las Vegas Motivational Keynote speaker,
specializing in delivering extraordinary customized talks that impact and
entertain your next convention or corporate event.
He is a best-selling author and internationally recognized motivational
speaker with the experience of presenting over 3,500 customized talks to
companies around the globe. With two decades of experience presenting
motivational keynotes for corporate events, Dan is the most requested
speaker in Las Vegas. Over past two years alone, Dan has spoken in
over 30 countries sharing his proven strategies to “Maximize Your True
Potential.”
Jamie Napralla - Great lakes higher education Corp.
Jamie Napralla is the Direct Loan Consolidation Origination Manager for
Great Lakes Educational Loan Services, Inc. She began her career with
Great Lakes in 1998 in Customer Service and has since worked with a
wide variety of clients and partners from Schools, Lenders, Servicers,
Guarantors and FSA...
Jared Beard - white iron data
Jared has been a super-nerd from the minute he and his evil twin brother
hacked away at the innards of their Commadore 64. With over 20 years
as a youth leader, educator, paradigm shifter, and IT MegaGeek, Jared
has been at the bleeding edge of all the good and bad the Interweb has
had to offer. As a Web/Media business owner, Information Technology
Director and Instructor in the MBA and MSIS programs at the Kelley
School of Business at Indiana University, Jared has managed, designed,
implemented and analyzed projects from server-side hardware and
software Virtualization to CRM/Email Marketing Systems that interact with
every constituent within the 8 Campus Indiana University Organization...
1:00
Addi
$99
4:00
6:00
Mo
7:00
8:00
8:30
9:30
10:00
11:00
11:15
12:15
1:15 -
2:15 -
2:30
3:30
4:00
tue
7:30
8:30
Bob Putich - western washington university
8:35
As manager of the Student Business Office Bob oversees multiple facets
of student financial services at Western, including university cashiering,
the Perkins Loan department, student and general receivables, and
university collections. Through collaboration with vendors and the
strong support of third party collection agencies, Western continuously
strives for improvement in efficiencies and effectiveness in the billing
and collection process. Bob finds attendance and participation in higher
education conferences to be invaluable in gaining the knowledge and
insight needed to meet or exceed the expectations of today’s students.
9:30
Brian Smith - u.S. department of education
Brian Smith began his career in the Department of Education in 1987,
working on the TRIO, Title III, and other higher education grant programs.
In 1995 he began working on the Federal student financial assistance
programs. Brian works with the Direct Loan Program, the Federal
Family Education Loan Program, and the Perkins Loan Program, with an
emphasis on the Perkins Program. Since 2000, Brian has been involved
in the development of Perkins Loan Program forms, regulations, and Dear
Colleague Letters.
9:35
10:30
11:00
12:00
1:00
2:00
3:00
3:30
we
8:00
8:45
9:00
Full bios available at www.prodev.com
10:45
aGenda
*agenda is subject to change. For an up to date agenda,
please visit www.prodev.com
Sunday ~ november 9, 2014
12:00 - 1:00 PM
Workshop Registration
1:00 - 6:00 PM
Additional Fee of
$99 to Attend
Bursar Basics
Darla Freeborn, Whitworth University
4:00 - 6:00 PM
Conference Registration
6:00 - 7:30 PM
Welcome Networking Reception
Life of a Loan Federal Perkins Loan Basics
Lori Hartung, Todd, Bremer & Lawson
Monday ~ november 10, 2014
7:00 - 8:00 AM
Breakfast & Registration
8:00 - 8:30 AM
Opening Remarks
Jason Beard, President & CEO, Professional Development Group II, Inc.
8:30 - 9:30 AM
Maximizing Your True Potential Dan Lier, Human Behavior Expert, Keynote
9:30 - 10:00 AM
Networking Break
10:00 - 11:00 AM
Skip Tracing
Sandy Plenski, University of CaliforniaHastings College of the Law
11:00 - 11:15 AM
Transition Break
11:15 AM - 12:15 PM
TCPA Compliance
Jay Winston, Credit & Collection
Education Forum
The Effect of SAP on Accounts
Receivable, CFPB
Christina Cardinale, Manhattan College
One Stop 2.0: Continuous
Improvement with the integrated
Student Services Model
Julie Selander, University of Minnesota
12:15 - 1:15 PM
Luncheon
1:15 - 2:15 PM
Effective Team Building –
No “Trust Falls” Needed
Darla Freeborn, Whitworth University
2:15 - 2:30 PM
Transition Break
2:30 - 3:30 PM
Benchmarking Survey Bob Putich, Western Washington University
3:30 - 4:00 PM
Networking Break
4:00 - 5:00 PM
The Social Media Revolution: A Higher Education Perspective
Jared Beard, White Iron Data
Creation and implementation of
Financial Planning Checklists
Lisa Juncaj, Manhattan College
tuesday ~ november 11, 2014
7:30 - 8:30 AM
Breakfast & Registration
8:30 - 8:35 AM
Transition Break
8:35 - 9:30 AM
Department of Education Session Brian Smith, U.S. Deptarment of Education
9:30 - 9:35 AM
Break
9:35 - 10:30 AM
Understanding the New Loan Consolidation Process
Jamie Napralla, Great Lakes Higher Education Corp.
10:30 - 11:00 AM
Networking Break
11:00 AM - 12:00 PM
Disruptive Innovations
Pat Raines, Virginia State University
12:00 - 1:00 PM
Luncheon
1:00 - 1:50 PM
Money Matters on Campus Update
Mary Johnson, HigherOne
Collection Agency Q&A Roundtable
Christina Cardinale, Manhattan College
TBD
International Collections
Bob Putich, Western Washington
University
2:00 - 3:00 PM
3:00 - 3:30 PM
Networking Break
3:30 - 4:30 PM
Collection Agency Oversight;
Balancing Compliance and
Performance
Nick Jarman, Delta Outsource Group
TBD
Customer Relationship Management
(CRM): How Can It Help Your
Organization
Julie Selander, University of Minnesota
wednesday ~ november 12, 2014
8:00 - 8:45 AM
Breakfast
8:45 - 9:00 AM
Closing Remarks
Jason Beard, President & CEO, Professional Development Group II, Inc.
9:00 - 10:45 AM
Interactive School & Agency Roundtable and Q&A
10:45 AM
Conference Adjourns
laS veGaS
We’re heading back to Las Vegas by overwhelmingly popular demand! Generally
regarded as the #1 conference and convention location for the last 20 years, PDG is
thrilled to once again be a part of all of the glitz and glamour that “Glitter Gulch” has
to offer. We’re excited to return to the Green Valley Ranch for the desert debut of the
SLRC! If you’re going to travel and stay in a hotel for a meeting, why not stay in the
city that continually raises the bar in the hotel industry?! Las Vegas knows hospitality,
hosting and entertainment. You won’t need to worry about running out of things to do
when meetings aren’t in session, and November is the perfect time of year to visit the
jewel of the Mojave Desert! Trip planning ideas and savings abound at www.vegas.com.
Continuing education Credits
naSBa Cpe Credit information
program level: Advanced
prerequisites: No prerequisites and/or advance preparation is required.
Cpe Credits: 16.6 CPE credits, including 6 workshop points and 10.6 conference points
delivery Method: Group-Live
Professional Development Group II, Inc. is registered with the National
Association of State Boards of Accountancy (NASBA) as a sponsor
of continuing professional education on the National Registry of CPE
Sponsors. State boards of accountancy have the final authority on the
acceptance of individual courses for CPE credit. Complaints regarding
registered sponsors may be addressed to the National Registry of CPE
Sponsors through its website: www.learningmarket.org.