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May 2017

Campus Mental Health – Helping Students in Distress

May 17 @ 11:00 am - 12:00 pm

Guest Speaker: Jamie Davidson, Ph.D. Associate Vice Pres. for Student Wellness Licensed Psychologist University of Nevada, Las Vegas   Just as you depend on other departments for outreach in your efforts, your mental health department may look to you as a 'first-responder' to: Listen for symptoms of students in distress Respond to needs 'appropriately' and act as a liaison Empathize and reinforce help seeking behavior Recognize behaviors from 'Immaturity to illness'   https://www.youtube.com/watch?v=xPGWy6vORYg Download the…

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April 2017

FERPA Compliance and Student Financial Services

April 19 @ 11:00 am - 12:00 pm

Guest Speaker: LeRoy Rooker Mr. Rooker is the nation's leading authority on the Family Educational Rights and Privacy Act (FERPA), a comprehensive federal law that provides privacy protections for student education records. As the director of the Department of Education's Family Policy Compliance Office (FPCO) for 21 years, he administered laws and policies designed to help protect the rights of America's 58 million students. Mr. Rooker is well known in the postsecondary world because of his extensive outreach to the…

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March 2017

Making Institutional Loans A-Z Compliance

March 15 @ 11:00 am - 12:00 pm

Whether you’re deciding on offering a new Institutional Loan or want to revisit compliance on your existing loan procedures you’ll find the information here. A step by step look at originating Private Campus Institutional Loans including Disclosures, Issuing Loans and Compliance. Disclosures: Initial offering - 1st disclosure - 30 day notice - 3 day notice Issuing Loans: Borrower self-certification - Promissory notes Compliance: Truth in Lending Act - Regulation Z - FACT Act - CFPB Checklist https://youtu.be/f_O-cgMfqXI

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February 2017

Guarding Against Identity Theft: Red Flag Rules, and Student Awareness

February 15 @ 11:00 am - 12:00 pm

Identity theft is growing at a phenomenal rate. According to FTC.gov, Nineteen people become victims of identity theft every minute! In this webinar we will discuss implementation of Red Flag Rules enforced by the FTC to protect against identity theft. In addition, we will talk about the need to educate students and build an awareness so that they also understand how to guard against this growing crime. This webinar will include information on what a red flag looks like, and…

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January 2017

Financial Literacy 101 – Understanding Credit and Collections

January 18 @ 11:00 am - 12:00 pm
Stock Photo by Sean Locke

In this webinar we will discuss credit fundamentals and the impact of credit management. You will sharpen your knowledge of credit essentials to use and share with others. In this session we will discuss: Predatory Lenders and costs associated with little or poor credit Credit Reports - What they are, what they consist of and how to interpret them FICO and other credit scores – What they are, how they’re calculated and increasing your score Building, rebuilding, repairing and maintaining…

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November 2016

1098-T Reporting Changes

November 2, 2016 @ 11:00 am - 12:00 pm

The IRS has mandated that schools begin reporting Box 1 (payments) on 1098-T tax statements rather than Box 2 (amounts billed) starting with the 2017 tax year, which is effective January 1, 2017. This is a massive change as it is estimated 85% of schools in higher education report in Box 2. There are additional changes being mandated, and having to make these changes, particularly the Box 1 reporting, is a huge burden on a school’s IT staff, as they…

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October 2016

National Student Clearing House

October 19, 2016 @ 11:00 am - 12:00 pm

The National Student Clearinghouse is the nation’s trusted source for education verification and student educational outcomes research. The Clearinghouse serves the education community by facilitating the exchange and understanding of student enrollment, performance and related information through our unique combination of Financial Aid Services, Research Services, Transcript Services, and Verification Services. Learn more about information the Clearinghouse provides and how to maximize their service at this session. https://youtu.be/S0S87V0c2CI

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September 2016

Perkins – What was! What is! What will be…

September 21, 2016 @ 11:00 am - 12:00 pm

A Webinar that explores the changes in the Perkins Program since it was “SAVED” and brought back to life. A look at the new Disclosures requirements and what the future may hold. Additionally, a look at Administrative Costs Allowances and how they can benefit the Perkins Staff on Campus and what may happen to these benefits in the future. Attending this webinar will give you a further insight into the Perkins Program, tools that can help ease pressure on this…

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August 2016

Unfair, Deceptive, Abusive Acts or Practices (UDAAP’s) – Compliance for Creditors

August 17, 2016 @ 11:00 am - 12:00 pm

Under the Dodd-Frank Wall Street Reform and Consumer Protection Act (DoddFrank Act), all covered persons (This means you) are legally required to refrain from committing unfair, deceptive, or abusive acts or practices. UDAAP’s largely mirror the regulatory verbiage found in the FDCPA and in some cases the Bureau has even gone further than FDCPA guidelines. Of the more than 40 enforcement matters that the CFPB has made public so far, half have alleged violations of the UDAAP provision of the…

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July 2016

Financial Literacy II – Getting Your Plan Moving!!

July 27, 2016 @ 11:00 am - 12:00 pm

You've probably attended programs on Financial Literacy in the past but does your school have a functioning and effective Financial Literacy program that is supported campus-wide? Getting a plan started and obtaining cross-department partnership and upper management buy-in may be the hardest pieces to the puzzle. In this session, 'Getting Your Plan Moving,' you'll leave with a Financial Literacy Toolkit that will provide you with the tools and guidance you'll need to get your plan started and moving forward. During…

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FDCPA for Creditors – A Relevance for UDAAP’s

July 6, 2016 @ 10:00 am - 11:00 am

In this webinar we will discuss the Fair Debt Collection Practices Act and how sections might apply to creditors as Unfair, Deceptive or Abusive Acts or Practices, (UDAAP’s). We will focus on the following sections: §804. Acquisition of location information §805. Communication in connection with debt collection §806. Harassment or abuse §807. False or misleading representations §808. Unfair practices §809. Validation of debts §810. Multiple debts https://youtu.be/dubPKAhpAoc

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June 2016

Account Receivables Best Practices

June 1, 2016
AR Best Practices  Second Alliance Webinar June 2016

Show Me The Money! We’d love to, but how? Phone calls, mass vs individual emails, snail mail, post cards, blue paper, student/parent orientations, video clips - what works, what doesn’t? This session will share best practices that have proven to be efficient and successful collection tools, and also lessons learned. Come to find methods and tips that can help in your office, or share your own ‘magic bullets’ with others. https://youtu.be/gjYarxJGHqM

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April 2016

Outreach Plus

April 20, 2016 @ 11:00 am - 12:15 pm

With Student Retention and Student Debt reigning as key issues on every campus this presentation will introduce the thinking behind and process that has helped University Collection Departments find partners in other offices to set records retaining students and resolving their financial issues We will discuss: Cross department teamwork partnering with: Academic departments and advisors Financial aid Computer services Establishing a plan that works from billing through write-off The presentation will take you from idea through implementation and give you…

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March 2016

Second Alliance Online Resources for Schools and Students

March 16, 2016

This webinar is a tutorial on navigating the resources on our website for schools and students. The areas we will cover are: Student Portal Financial Literacy Resources Private Student Loans and Loan Refinancing Perkins Loan Information Job Searches and Resumes Mental Wellness Connections Student Webinars School Portal Conference and Webinars (and Archives) Financial Literacy Resources and Industry Links CURE Program Details News Section Client Access Connection Attention will be focused on Free Services that are unique for students and schools…

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February 2016

Financial Literacy: Changing the Culture

February 17, 2016 @ 11:00 am - 12:15 pm
Stock Photo by Sean Locke

In this session discover which financial literacy programs may be most effective for your students. Find out how to develop financial literacy programs using free resources. Discuss effective outreach and communication techniques for those programs. Bio: Ruth Sharp is the Bursar for the California Institute of Technology. She is responsible for providing operational leadership and oversight for student financial services. Ruth has worked in accounting and finance for over 30 years.  She has been a speaker for NACUBO, PacWest, Southern…

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November 2015

Active Shooter Survival Workshop

November 18, 2015
Nov 18 Active Shooter Survival Workshop

This course provides guidance to individuals, including managers and employees, so that they can prepare to respond to an active shooter situation. The presentation covers the three steps for increasing your chance of surviving an active shooter: Run, Hide and Fight. By the end of this course, you will be able to: Describe actions to take when confronted with an active shooter and responding law enforcement officials. Recognize potential workplace violence indicators. Describe actions to take to prevent and prepare…

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October 2015

Empathy, Compassion and Collection Fatigue

October 21, 2015
Oct 21 Empathy, Compassion and Collection Fatigue

It is said that each time you heal someone you give away a piece of yourself. Many counseling professionals encounter a wounded healer type of experience. As a High-Touch professional, collection professionals are exposed to hardships, objections, excuses, complaints, manipulation and even abuse. Prolonged exposure can deplete our empathy and compassion energies and even lead to fatigue and burnout. Recognize the symptoms of fatigue in yourself and team members, find healthy ways to rejuvenate and take steps to avoid over exposure…

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September 2015

Bankruptcy Plus

September 16, 2015
Sep 16 Bankruptcy Plus

This presentation is intended to give you an overview of Bankruptcy, plus other Laws and Rulings that you will encounter while performing your duties regarding loans, tuition and contacting students on a daily basis. We will focus on Student Debt and explain: "Terms" you need to understand - Chapters of Bankruptcy - Qualified Educational Expenses - Changes in the Law - Requirements - Hardship Discharge - After Bankruptcy Actions - Related Legislation

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August 2015

FERPA – Federal Family Education Rights and Privacy Act

August 19, 2015
Aug 19 FERPA - Federal Family Education Rights and Privacy Act

This Act protects a student’s privacy when it comes to who may review their Educational records. Though this has been law since 1974 each year new students and a new set of confused parents enter our institutions and we must explain the law and how it applies to them. This webinar will define FERPA, let you know who is protected, what records it applies to and what is NOT included. You will understand CONSENT, what does not need consent and…

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July 2015

The CFPB and Making Private Campus Institutional Loans

July 15, 2015
Jul 15 The CFPB and Making Private Campus Institutional Loans

1st half: Discussing the Student Loan Ombudsman's REPORT and the bureau's current and future interest in Private Student Lending by non-profit and for-profit colleges and Universities along with: The purpose and authority of the Consumer Financial Protection Bureau The emerging Student Loan 'bubble' Lender violations enforced by the CFPB The bureau's desire participation by Private Student Loan Lenders An insight into the Student Loan Ombudsman, Rohit Chopra 2nd half: A step by step look at originating Private Campus Institutional Loans including…

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May 2015

Perkins Loans – To Assign or not to Assign

May 20, 2015
May 20 Perkins Loans - To Assign or not to Assign

Does assigning defaulted Perkins loans back to the Department of Education make sense? This session will explain the details of the assignment process and will also weigh the positive and negatives to sending Perkins loans back to ED so you can make informed decisions whether or not to assign.

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April 2015

New Direct Loan Consolidation Process

April 15, 2015
Apr 15 New Direct Loan Consolidation Process

On January 2, 2014 the Department of Education transitioned to a new Direct Consolidation Loan Process. Loan holders and servicers—Federal Perkins Loan schools and Federal Family Education Loan Program lenders and lender servicers—have the same role in the new Direct Consolidation Loan process as they have in the existing loan consolidation process. The difference is that loan holders and servicers now interact with multiple consolidation servicers instead of just one. The four consolidation servicers for the new Direct Consolidation Loan process…

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March 2015

Perkins Loan Billing, Collection and Default

March 18, 2015
Mar 18 Perkins Loan Billing, Collection and Default

When a Perkins Loan enters repayment, your school must follow the due diligence requirements of Subpart C of the Perkins regulation (34 CFR 674.41-50). You must afford a borrower maximum opportunity to repay a Federal Perkins Loan. Specific steps the school must take include (but are not limited to) billing the borrower, sending overdue notices, and conducting address searches if the borrower cannot be located. If billing procedures fail, a school must take more aggressive collection steps such as hiring a…

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February 2015

Collections Karate Part Two – Call Structure and the Rules of Motivation and Influence

February 18, 2015
Feb 18 Collections Karate Part Two

The purpose of your collection attempts is to achieve alignment with your student and their financial obligation. CALL STRUCTURE Using proper sequence and language in a collection call will work as an attractant not a repellent. MOTIVATION is a force that compels action. We’ll discuss how to help your students discover their OWN reasons for wanting to take action or change a behavior.

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January 2015

Collections Karate Part One – Call Structure and the Rules of Motivation and Influence

January 21, 2015
Jan 21 Collections Karate Part One

The purpose of your collection attempts is to achieve alignment with your student and their financial obligation. CALL STRUCTURE Using proper sequence and language in a collection call will work as an attractant not a repellent. MOTIVATION is a force that compels action. We’ll discuss how to help your students discover their OWN reasons for wanting to take action or change a behavior. INFLUENCE is a set of rules that most people must obey and when applied properly they can…

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