2015 COHEAO Mid-Year Conference Delegate Page

Thank you for attending the 2015 COHEAO Mid-Year Conference. We hope you find your time in Chicago engaging and informative. Below you will find all the materials you need for the conference, including session presentations. 

2015 COHEAO Mid-Year Conference Agenda

Below is the schedule for this year’s 2015 Mid-Year Conference presentations. As presentation materials become available, we will upload them to this site for your convenience.

2015 Mid-Year Conference Presentations

Monday, July 27, 2015

9:15am-10:10am: COHEAO Washington Update– Harrison Wadsworth, Washington Partners

10:20am-11:15am: Perkins Status Update– Maria Livolsi, COHEAO President and Jan Hnilica, COHEAO Grassroots Chair

11:30am- 12:30pm: How to Develop a Vendor and Servicer Oversight Program– Richard Brown, Ontario Systems

12:30pm- 1:45pm: Lunch and Luncheon Address: Vicki Shipley, Senior Advisor to the National Council of Higher Education Resources

1:45pm- 2:45pm: Concurrent Sessions

• Session 1: Voicemail Messaging– Richard Brown, Ontario Systems
• Session 2: 1098 T Best Practices– Chris Stompanato, Heartland/ECSI and John Campbell, Loyola University

3:00pm- 4:00pm: Concurrent Sessions

• Session 1: Financial Responsibility Agreement Panel– Rechelle Brown, Coast Professionals, Inc. and Jeane Olson, Northern Arizona University
  • Handout 1- NACUBO Best Practices for Financial Responsibility Agreements with Students
  • Handout 2- COHEAO Financial Responsibility Checklist
  • Presentation 2- Northern Arizona University Agreements and Consent Processes
• Session 2: The Indiana University Approach to Financial Education– Phil Schuman, Indiana University

4:00pm-5:00pm: Concurrent Sessions

• Session 1: How to Develop and Institutional Loan Program– Bob Frick,University Accounting Service; Dino Tsibouris, Tsibouris and Associates, LLC; Michael Weber, Credit Union Student Choice; Paola Di Dominico, Northwestern University; and Norma Carmona, University of Chicago
• Session 2: FCRA & Credit Reporting– Michelle Simms, TransUnion and Akyla Catlin, TransUnion

Tuesday, July 28, 2015

9:00am-10:15am: Department of Education Update–Gail McLarnon, Office of Postsecondary Education, US Department of Education

10:30 am-11:30 am: Concurrent Sessions

• Session 1: Compliance Soup– Lori Hartung, Todd, Bremer, and Lawson; and Karen Reddick, National Credit Management
• Session 2: 150% Rule Basics– Joe Weglarz, Marist College and Mary Lou Kutchma, Marist College

11:30am- 12:30pm: CFPB Update and Complaint Portal Training– Wes Huffman, Washington Partners and Nancy Paris, Recovery Management Services

Additional Information

• Chicago Transit Authority Interactive Map
• Fairmont Hotel’s Suggestions for Chicago Sightseeing & Top Attractions
• Save the Date for the 2016 COHEAO Annual Conference

If you have any questions, please contact Hannah Allen (hallen@wpllc.net), Wes Huffman (whuffman@wpllc.net), or Harrison Wadsworth (hwadsworth@wpllc.net) of COHEAO.