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NYSOBBA 43rd Annual Virtual Conference

June 7 – June 9, 2021

Monday - June 7, 2021

General Sessions

10:00 a.m. – 10:30 a.m. Welcome/Opening Remarks, NYSOBBA President
Villin Cruz

10:30 a.m. - 11:30 a.m. Keynote: Gretchen Fierle

11:45 a.m. - 12:45 p.m. COHEAO Washington Update
Karen Reddick, National Credit Management and Bob Moran, COHEAO
This session will offer attendees a glimpse into the work of COHEAO and its current activity and a brief overview of what is happening in the nation’s capital with insight into Congress, the Administration and CFPB. Our panelists will also discuss present and future legislation that will affect higher education. They will update on pending or future Perkins legislation and tell us how we can advocate ensuring a campus-based loan solution for future generations.

12:45 p.m. – 1:15 p.m. Lunch Break

Concurrent Sessions

1:15 p.m. - 2:15 p.m. Business Process Improvement: Changing for the Post-Pandemic Campus
David Glezerman
As schools prepare for the upcoming academic year, we’re all trying to deal with the “new norm” of working while simultaneously maintaining connections with our students, families and peers. Hear from a well-known industry expert and thought leader about why your institution should review its current business processes and identify the tools and techniques needed to create new opportunities and solutions.



1:15 p.m. – 2:15 p.m. Distribution of HEERF Funds
Sara Gorton, Suffolk County Community College
Join us for a discussion on our successes and challenges in distributing student grants from HEERFI & II; plans for ARP HEERF III; utilizing Intuitional funds to support student financial services and what comes next.


2:30 p.m. – 3:30 p.m. Payment Plan Trends & Student Success
John McElroy, Touchnet
89% of today’s incoming freshmen aren’t willing to go into debt for college. Payment Plans may provide the alternative students are looking for and the solution schools need for transparent record keeping, automated payment calculations, and complete visibility and oversight. Join TouchNet subject matter experts for a deep dive into the latest data on how students and families pay for college and some tuition payment options that adapt to both student and business office needs.


2:30 p.m. – 3:30 p.m. Transcript Law in New York Assembly! ARE YOU READY?
James Jones, Reliant Capital Solutions & Corky Mobley, Coast Professionals
A discussion regarding the inability to hold a transcript, as a means to collect a debt beginning with the California and Washington laws … and New York’s in Assembly and others coming to a theatre near you. What recourse do schools have and is there a plan?

3:30 p.m. - 3:40 p.m. Day 1 Wrap Up & Conclusion

Tuesday - June 8, 2021

General Sessions

10:00 a.m. - 11:00 a.m. New York State & HESC Update
Michael Turner, New York State Higher Education Services Corporation
This session will cover the latest news and updates with New York State’s student financial aid programs. We will discuss changes related to the passing of the 2021-22 New York State budget and changes to the Tuition Assistance Program (TAP). We will also cover other relevant updates regarding student aid award processing and payments that are conducted by the New York State Higher Education Services Corporation (HESC).

11:15 a.m. - 12:15 p.m. Financial Literacy
Lottia Windham, Southern Methodist University and Jason Jupiterwala, RICP

12:15 p.m. – 12:45 p.m. Lunch Break

Concurrent Sessions

1:00 p.m. - 2:00 p.m. Best Practices in Collections
Christina Cardinale, Manhattan College & Jan Hnilica, Trinity Christian College

1:00 p.m. - 2:00 p.m. International Payment & Refund Processing
Lucas Laracy & Andrea Addison
While there has been much investment in digitizing the classroom, the digitization of school administrative and finance functions has been limited. Financial management and student information systems have generally been implemented, but their scope has been more related to overall school management than reducing low-value administrative overhead incurred by front-line staff. With attrition rates as well as budgets a concern due to today’s economic climate, digital solutions, real-time payments, and the integration of things must be enabled to give institutions and their students access to faster, easier, better payments solutions.

2:15 p.m. – 3:15 p.m. Disaster Preparedness Training
American Red Cross
You cannot predict disasters. This is a session on preparedness - How it helps you make decisions during an emergency, keeps your loves ones together, ensures your pets are safe and reduces stress and uncertainty. Preparedness saves lives.

2:15 p.m. – 3:15 p.m. Perkins Loan Update
Maria Livolsi, SUNY Student Loan Service Center & COHEAO & Jan Hnilica, Trinity Christian College
Maria and Jan will provide information on developing a strategy to ensure colleges and universities maximize their capital investment during the wind-down process and establish the best course of action for the future. They will address the latest guidance from the Department of Education regarding the assignment of loans two years or more in default and what schools need to do to be compliant. They will also share information on the distribution of assets process, calculating your future returns and other items relevant to Perkins.

3:20 p.m. - 3:30 p.m. Day 2 Wrap Up & Conclusion

Wednesday - June 9, 2021
General Sessions

10:00 a.m. – 10:15 a.m. Welcome/Opening Remarks, NYSOBBA President
Villin Cruz

10:15 a.m. - 11:15 a.m. “Inside Out” Leadership
Zenon Butts, General Revenue Corporation
“Inside Out” focuses on a fundamental question in leadership: if I were to ask your employees who you are, what would they say? Do you walk the walk AND talk the talk? This session dives into topics like ensuring your actions = your words, creating and inspiring loyalty, and reflecting on your impact on your workforce. Take a moment to self-assess your leadership style. If you look in the mirror, does it reflect the leader you want to be?

11:30 a.m. - 12:30 p.m. Potentional Threats Facing Institutions of Higher Education
John Carlo, Assistant Special Agent in Charge
Members of the US Department of Education Office of Inspector General will give you an overview of the OIG and fraud related to Title IV and COVID Relief Funding

12:30 p.m. – 1:00 p.m. Lunch Break

Concurrent Sessions

1:00 p.m. - 2:00 p.m. Improving Health, Safety & Security by Promoting a Contactless Campus
Paul Aries – Nelnet
In 2020, Higher Ed was forced to find new ways to do business remotely in order to promote health and safety, all while ensuring security and compliance. As we see the light at the end of the COVID tunnel, it does not mean these strategies go away and we return to business as usual. Many campuses have improved technology to allow virtually contactless payment experiences all across campus. In this session we explore everything from a cashless business office to digital ID’s and building access. Attendees will gain valuable tips on transitioning to a contactless campus while still delivering great service to your students and families.

1:00 p.m. – 2:00 p.m. Institutional Loan Programs
Matthew Chinn, UNISA & David Barsic, Sunrise Credit
With the elimination of Perkins and strains on student/parent budgets, come learn and ask questions about how a Cashless Loan Program could benefit your school and students. Matt Chinn from student loan servicer UNISA and Dave Barsic from third party collection agency Sunrise Credit Services have pertinent experience and best practices to share with you to create a program designed to succeed.

General Session

2:00 p.m. - 3:00 p.m. Birds of a Feather
(Public, Private)

3:00 p.m. – 3:30 p.m. NYSOBBA Membership & Board Updates

3:30 p.m. - 4:30 p.m. Virtual social event, awards, & live auction


Register Now to access the Conference App! 


Thank you to our sponsors!