Learn how to create a financial literacy program that spans the student lifecycle and leads to improved retention and lower default rates.
Students withdrawing from college often cite financial problems as the number one reason for dropping out. These students default on repaying their student loans more often than those who graduate. With retention rates dropping and default rates rising, many schools are making financial education efforts a top priority. Schools whose programs have a meaningful impact are those teaching beyond the basics of tuition costs and payment.
Join us in Kansas City to learn a comprehensive, holistic approach to financial literacy programming. Our expert instructors will walk you through key concerns at each phase of the traditional, campus-based student lifecycle; they will also address considerations relating to special populations—such as transfer, online, first-generation, non-traditional, and international students—as well as compliance.
We recognize financial literacy programming can be housed in different departments on campus, if it exists at all. As such, this conference is designed to help you improve the effectiveness of your existing or fledgling financial literacy programming, thereby improving your student retention and loan default rates. We invite the following professionals:
We further recognize that traditional and non-traditional students have different needs regarding financial literacy. While non-traditional students’ needs are considered in some detail, they are not the focus of this program.
Please visit the agenda tab for full workshop descriptions.
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After attending this conference, participants will be able to create a financial education program that spans the student lifecycle for traditional students.
Students who withdraw from school before graduation are mostly likely to default on student loans. Identifying these students early and providing targeted financial education programming may help reduce attrition stemming from financial concerns, and decrease the default rate. This pre-conference workshop will help you identify these at-risk students by discussing:
The opening session of the conference will discuss the often debated links between the costs of education, student retention, and loan default. Our instructors will present relevant research and findings to support various perspectives regarding these relationships and the key takeaways for your financial literacy programs.
You can begin the financial education process before your students even enroll by helping them fully understand the costs of attendance. Simple steps can be taken to make your current tools more effective in getting the cost message out. Our instructors will discuss how to make your website, award letters, and other already implemented tools as transparent and informative as possible.
This active working time is allotted for you to workshop your currently available tools. Working individually and in groups, you’ll be given the opportunity to review samples and brainstorm ideas for your own efforts to help both prospects and admitted students understand the costs of a degree.
Students have many financial worries beyond the costs of tuition and textbooks. This opening activity will begin to dig deeper into these concerns and set the pace for the remaining sessions for the day.
Most freshman students face a challenging transition into college life, especially in their understanding of money management. Incoming students are typically looking for information regarding processes and systems around college costs, funding, loans, and student work options. This session will discuss financial literacy content that is freshman appropriate and will share ideas for the most effective methods of delivery for these programs.
As sophomore and junior students settle into their routines, financial concerns shift to a crossroads between immediate needs and financial independence. Students begin to explore alternative living options, additional sources of income, financing, and credit on purchases; many students seek assistance with budgeting as they make these important decisions. During this session, our instructors will present the financial literacy content that is relevant to your second- and third-year students and share advice on how to best deliver the information.
Senior students’ interests typically encompass career and life planning as they transition out of college. These students’ concerns range from loan repayment to graduate school to retirement planning. Our instructors will discuss these students’ financial education needs and other pertinent information such as exit counseling, repayment assistance, and other money management priorities.
After thinking about potential content topics for financial education programming, this time is allotted for you to begin designing the program that is right for your students and campus. Guiding questions will be provided, and instructors will be available to help you narrow the focus of your program.
One of the greatest challenges to establishing an effective program is a lack of student participation. By presenting research and examples, this session will cover various techniques and strategies that you can implement to attract students to your financial education programs.
Certain student populations, such as first generation students and veterans, have unique needs regarding financial education. Tailoring your program to meet these special populations will increase the effectiveness and reach of your programs. This session will discuss the distinct content that is applicable to specific student populations that may require special programming.
When discussing financial aid, loans, and repayment options, there are certain regulation and compliance issues that must be met. What information can be provided to parents? What do students need to know about repayment assistance policies and options? These are just a few of the questions that arise from regulation, legislation and compliance concerns that will be addressed in this session.
Just as retention is typically perceived to be a campus-wide responsibility, so too are financial education and default management. This session will provide insight on how to create campus and division partnerships to make financial literacy a truly collaborative effort. Instructors will present a variety of examples that demonstrate the effectiveness of these cross-functional relationships.
This final working time has been allotted for you to further build out your financial education design and identify who should be involved and in what capacity. Our expert instructors will be available to answer any questions.
With recent changes in cohort default rate policies, schools are being held accountable for default management for an extended period of time. Schools that have trouble with default management are subject to penalties that may result in lack of governmental funding. Fortunately, there are practices that can be implemented to help reduce loan default once students withdraw. This optional workshop will discuss these techniques comprehensively, including how and when to implement, who should be involved, and how to measure outcomes.
With Paul’s leadership the Student Money Management Center has received national and state awards of excellence from NASPA, AFCPE, and the Texas Higher Education Coordinating Board. Paul joined UNT’s Student Affairs Division in October 2005. Since that time, he has witnessed the center grow from a staff of one to a dynamic team of four full-time professionals and seven student employees serving more than 10,000 students annually. Prior to his current position, Paul’s professional experience included program and account management positions in the private, public, and governmental sectors.
Through her research and data analysis, Carly Hendrix Mullins has been an integral part of UNT’s default prevention team since its inception in 2010. She has written much of UNT’s procedural documentation for managing student defaults, and she oversees staff training for lending and default prevention. Carly’s diverse knowledge of financial aid has served a vital role in streamlining UNT’s direct loan and state lending processes.
Marilyn Landrum has been with the Missouri Department of Higher Education (MDHE) for almost thirteen years. She is responsible for the development and administration of MDHE’s default prevention and debt management initiatives, including the MDHE Default Prevention Grant Program. She also provides MDHE “Smart Habits for Student Retention and Default Prevention” training to financial aid professionals.
Ms. Landrum currently serves on the NCHER (National Council of Higher Education Resources) Debt Management Committee and financial literacy sub-committee. She has served as chair of the Default Prevention Team for Mapping Your Future. Ms. Landrum also played a major role in submitting a report to the Missouri state legislature regarding credit card solicitation on college and university campuses.
In her nineteen-year career in financial aid, Rebecca Rose has held many positions such as financial aid counselor, loan education specialist, and assistant director. Her primary responsibilities are to develop, implement, and continue the success of the award winning "I Otto Know This!" financial literacy program at Syracuse University.
She holds a master's degree in education from Elmira College with advanced certificates in training of trainers, human resources development and is a certified personal financial manager.
InterContinental Kansas City at the Plaza 401 Ward Parkway Kansas City, MO 64112
To reserve your room, please call 866-856-9717. Please indicate that you are with the Academic Impressions group to receive the group rate.
The rate is $149 for single or double occupancy, plus applicable tax.
A room block has been reserved for the nights of July 28, 29, and 30, 2013
Make your reservations prior to July 5, 2013. There are a limited number of rooms available at the conference rate. Please make your reservations early.
The InterContinental is situated in the heart of the historic Country Club Plaza, a Spanish-style marketplace punctuated by tiled roofs, Moorish spires, fountains and sculptures. The Plaza is home to the city’s trendiest shops and restaurants as well as many of its treasured cultural attractions. Recreation options include fitness center with sauna, steam and locker rooms, garden terrace with heated outdoor pool and sundeck, and beautiful trails nearby.
Kansas City International Airport is 25 miles. Super Shuttle fare is $33 per guest round trip.
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