The conference schedule and descriptions are in draft form and changes may occur until a final schedule is available a few weeks before the conference.

Pre-conference Workshops – Wednesday, 9:00 am – 12:00 pm

Active Shooter and Violent Incidents on Campus: Will You be Prepared? Learn the Warning Signs and Actions to Take
Presenter(s): Police Captain Christopher Tarmann, University of Wisconsin-Oshkosh
Dr. Joseph Peterson, Assistant Professor Geology, University of Wisconsin-Oshkosh, 2008, Northern   Illinois University Shooting Survivor
Facilitator: Scott Johnson, Associate Registrar, University of Wisconsin-Oshkosh

Most campuses have a comprehensive plan for how to address incidents of violence so this presentation is geared toward preparing faculty, staff and other community stakeholders to align with their campus plans and nationwide response models to active shooter and other campus violence incidents. Your awareness and preparation is a key part of those plans and this session will be a valuable way for you to prepare and plan for potential violent incidents both on campus and in the community.

NASFAA Credentialing
Presenter(s): Karla Weber, Senior Financial Aid Advisor, UW-Madison
Facilitator: TBA

A training program that will help you help students and families through the application process for Title IV aid.  Lessons cover the formats of the Free Application for Federal Student Aid (FAFSA), the information needed to complete the FAFSA on the Web (FOTW) Worksheet, application output, and changing application data.  As part of having a WASFAA membership, participants in this training will receive a voucher for complimentary access to take the Application Process credential test (* the test must be taken within 3 months of completing the authorized event and each test voucher includes two attempts to successfully complete the test).

Presenter(s): Joe Rasmussen, Veterans Coordinator, University of Wisconsin-Madison
Jackie Helgeson, Manager-Veterans Services, Western Technical College
Monte Stewart, Veteran and Nontraditional Student Center Coordinator, UW-Superior
Jeremy Galica, Veterans & Academic Advisor, Northeast Wisconsin Technical College
Facilitator: TBA

 In this workshop, we will discuss how each area in higher education can help serve the veterans population and have a positive impact on their education. Participants will:

  • build a wider network of colleagues from WAFFAA and WACRAO who work with the veteran population
  • understand different perspectives of service from a variety of institutions, examples technical, 2 year, 4 year, private and public university and colleges
  • understand military/veteran culture compared to college culture
  • understand best practices with the veteran’s population in one of the following areas: student success, first year transition, programming


WE 1 Sessions – Wednesday, 1:45 pm – 2:35 pm

WE 1.1 2016 ACT – Condition of College and Career Readiness Report for Wisconsin
Presenter(s): Peggy Roush, Account Executive – Client Relations, ACT
Facilitator: Denny Roark, Senior Outreach Specialist, University of Wisconsin System Administration

The Condition of College & Career Readiness is the ACT annual report on the progress of US high school graduates relative to college readiness. This year’s report for Wisconsin will be especially compelling since it includes the class of 2016 – the first class to participate in statewide ACT testing.

WE 1.2 Financial Aid for Beginners
Presenter(s): Keyimani Alford, Training Specialist, Great Lakes Educational Loan Services, Inc.
Facilitator: Karla Weber, Senior Advisor, University of Wisconsin-Madison

Learn the basics of financial aid, how different programs work, and how financial need is determined. You’ll be prepared to respond to the needs of students and help them see that college is possible.

WE 1.3 What’s in Your Smoothie – The Registrar’s Office Wellness Group
Presenter(s): Tristin Marotz, Athletic Eligibility Specialist, University of Wisconsin-Madison
DJ Mattison, Athletic Coordinator, University of Wisconsin-Madison
Joe Rasmussen, Veterans Coordinator, University of Wisconsin-Madison
Facilitator: Tristin Marotz, Athletic Eligibility Specialist, University of Wisconsin-Madison

Recognizing individual wellness efforts in the Office of the Registrar a group of people gathered to form the Registrar’s Office (RO) Wellness Group in the fall of 2014. This session will show you the process we took to assess the landscape, gather Leadership support, access and utilize existing campus resources, draft a strategic plan applying the WELCOA Seven Benchmarks, create an analyze an office-wide survey, three office-wide event planning and outcomes assessment.   We will also discuss our next steps and future plans.

WE 1.4 Moving 40,000 Students with 160 Characters
Presenter(s): Randy Parvin, Sr. Student Services Coordinator, UW HELP, University of Wisconsin Extension
Linda Barrett, Sr. Student Services Coordinator, UW HELP, University of Wisconsin-Extension
Facilitator: Linda Barrett, Sr. Student Services Coordinator, UW HELP, University of Wisconsin-Extension

Communicating with students in “their” channel is critical if you want them to hear. Ninety percent of teens exchange texts—typically 181 texts per day. UW HELP is tackling the opportunity that Early FAFSA brought us all by focusing their second texting campaign on 40,000 incoming freshmen. Admissions, registrar’s office, and financial aid personnel will walk away with specific and timely suggestions for building their own texting campaigns.

WE 1.5 How Marquette Tackles Processing Veterans Benefits: Registrar, Financial Aid and Bursar
Presenter(s): Coral Taylor, Financial Aid Counselor, Marquette University
Alex Frain, Associate Registrar, Compliance, Marquette University
Facilitator: Alex Frain, Associate Registrar, Compliance, Marquette University

Present the approach we take; walk through our processes and the role each area has. Discuss the reports we use, communication between areas and troubleshooting. Leave time for questions and discussion.

WE 1.6 A Snapshot of Student Mental Health on College Campuses Today
Presenter(s): Paul J. Dupont, Ph.D., Counseling Director, University of Wisconsin – Milwaukee
Facilitator: Janie Campbell, Student Services Transfer Specialist, University of Wisconsin Superior

Growing numbers of college students are reporting mental health problems. At the same time the vast majority of college counseling directors are seeing more serious mental health problems in the students they serve. Other campus faculty and staff are also witnessing more students with higher levels of distress than in past years. This presentation will discuss college mental health from the vantage point of the non-mental health professional. In addition to discussing the more global perspective of the mental health of students.

WE 1.7 Developing Your Super Student
Presenter(s): Casey Calhoun, Student Services Coordinator, University of Wisconsin-Milwaukee
Danielle Henckel, Senior Peer Advisor, University of Wisconsin-Milwaukee
Brianna Suggs, Senior Peer Advisor-University of Wisconsin-Milwaukee
Susan Jaeke, Registration Supervisor, University of Wisconsin-Oshkosh
Alexandria Lawver, Student Assistant Supervisor-University of Wisconsin-Oshkosh
Riley Jaeger, Student Supervisor, University of Wisconsin-Madison
Keri Allard, Assistant Registrar for Student Services-University of Wisconsin-Madison
Facilitator: TBA

Learn about three different University of Wisconsin schools, student employee programs and how they utilize students to supervise and lead the program. The University Wisconsin of Madison, Milwaukee and Oshkosh will share their secret to success.   In this session you will hear from the program supervisors as well as Lead Students.  Hear how they developed their programs with a Lead Student in mind.  The Lead Students will be there to describe their roles as well discuss how they would like to see the program grow.  During the last part of the session, we will have Q&A period to not only take questions from the audience, but we would like engage the audience in more of a discussion, so we can all learn from each other. 

WE 1.8 Building Partnerships for Flexible Options with Inflexible Rules
Presenter(s): Basia Owczarek, Financial Aid Coordinator, University of Wisconsin-Extension, Flexible Option Financial Aid Office
Mikaela Figueroa, Financial Aid Coordinator, University of Wisconsin-Extension, Flexible Option Financial Aid Office
Facilitator: Katie Grieger, Director of Educational Funding, Herzing University Online

Are you curious about competency based education? This is the session for you!   Come hear how staff at the University of Wisconsin – Extension’s UW Flexible Option works with its partnering Institutions to navigate forward through unchartered waters.


WE 2 Sessions – Wednesday, 2:45 pm – 3:35 pm

WE 2.1 International Admissions 101
Presenter(s): Jen Singer, Assistant Director for International Admissions, University of Wisconsin-Milwaukee
Ellen Blauw, Associate Director of Office of International Education, Marquette University
Facilitator: TBA

International Admissions is different from domestic admissions in many ways. Learn about the unique issues and considerations that come with processing international applications, like application requirements, communication, credential evaluation, English proficiency, visas, staffing needs, and campus stakeholders.

WE 2.2 You Can Teach an Old Dog New Tricks – Leadership Development for Experienced Professionals
Presenter(s): Beth Warner, Associate Registrar – Curricular & Academic Management Svcs, University of Wisconsin-Madison
Facilitator: TBA

It can be easy for established leaders to forget that leadership is a process, not a position. Once you’ve been doing it a while, it is easy to start thinking “I’ve been there, done that.” This session will highlight the experiences of a “seasoned” professional who went through a program designed to challenge every assumption leaders make about themselves, forcing participants to look at themselves in the mirror and decide whether they have the courage to not only learn, but embrace, new tricks!

WE 2.3 Eligibility 101: Collaborating Best Practices in NCAA and B1G Ten Academic and Financial Aid Eligibility
Presenter(s): Tristin Marotz, Athletic Eligibility Certification Officer, University of Wisconsin-Madison
Lauren Klink, Athletic Financial Aid Administrator, University of Wisconsin-Madison
Facilitator: Tristin Marotz, Athletic Eligibility Certification Officer, University of Wisconsin-Madison

Athletic eligibility determinations, cost of attendance and athletic scholarships are hot topics. Multiple offices across campus, including Registrar and Financial Aid play a role in contributing information, determining and reporting eligibility and compliance. How do those offices stay on the same page for policy changes and consistent implementation? How do we make sure we are utilizing the most up-to-date and accurate information? In this session we will share best practices, innovative reports and lessons learned.

WE 2.4 Study Abroad and Financial Aid – How Does it Work?
Presenter(s): Heidi Johnson, Senior Advisor- Office of Student Financial Aid, University of Wisconsin Madison
Sharon Gosz, Assistant Director of Study Abroad, University of Wisconsin-Milwaukee
Carla Behnke, Registration/Fee Specialist, Registrar’s Office, University of Wisconsin-Milwaukee
Facilitator: Jill Gosse, Senior Account Executive, Sallie Mae

This is an interactive panel discussion on how Student Abroad, Registrar’s, and Financial Aid offices work together for the student to have a meaningful international educational experience.   Panelists will share their role in the process and how it all works.

WE 2.5 Enhancing the Enrollment Experience – An Exercise in Usability
Presenter(s): Aaron Apel, IS Business Automation Specialist, University of Wisconsin-Madison
Facilitator: Aaron Apel, IS Business Automation Specialist, University of Wisconsin-Madison

An inside look at the efforts of the University of Wisconsin-Madison Office of the Registrar to develop an enhanced suite of enrollment tools and facilitate collaboration across a decentralized academic landscape. Learn how we actively engaged campus partners and students to design a system focused on usability in order to streamline the complex enrollment process.

WE 2.6 Academic and Career Planning in Wisconsin Public Schools
Presenter(s): Gregg Curtis, School Counseling Consultant, Wisconsin Department of Public Instruction
Robin Kroyer-Kubicek, Career Pathways Consultant, Wisconsin Department of Public Instruction
Facilitator: Denny Roark, Senior Outreach Specialist, University of Wisconsin System Administration

Students face challenges in their quest to be successful in school and transition into positive postsecondary lives. In order to better meet these challenges, beginning in the 2017-18 academic year, Wisconsin public school districts will provide Academic and Career Planning (ACP) for all students in grades 6-12. This presentation will provide an overview of ACP and help connect the work being done in K-12 education to postsecondary success.

WE 2.7 Registrar 9-1-1! Leveraging Student Data for Effective and Efficient Emergency Response
Presenter(s): Jeff Armstrong, Data Visualization and Reporting Specialist, University of Wisconsin-Madison
Jeremy Traska, Assistant Registrar, University of Wisconsin-Madison
Facilitator: Rachael Daniel, Functional Analyst, University of Wisconsin-Milwaukee

If school officials need to contact students in an emergency, is the needed information available and accurate? If instruction in some or all buildings may be disrupted (e.g., weather, protest), can you quickly get details for affected classes, students, and instructors … even if querying experts are unavailable? Learn lessons from two University of Wisconsin–Madison projects: 1) local/emergency contact information and 2) emergency response data tools built with Tableau software.

WE 2.8 Good is Good, but Why Be Average? Tips for Improving Customer Service
Presenter(s): Keyimani Alford, Training Specialist, Great Lakes Educational Loan Services, Inc.
Debbie Murphy, Senior Marketing Consultant, Great Lakes Educational Loan Services, Inc.
Facilitator: Debbie Murphy, Senior Marketing Consultant, Great Lakes Educational Loan Services, Inc.

Today’s financial aid office is expected to provide quality customer service to students. Do you know how to ensure your office is always providing optimal service to students and parents?


WE 3 Sector Sessions– Wednesday, 4:10 pm – 5:10 pm

WE 3.1 UW-Admissions
Facilitator: TBA

WE 3.2  UW-Registrars
Facilitator: TBA

WE 3.3 WAICU Registrars & Admissions
Facilitator: TBA

WE 3.4 WTCS Registrars & Admissions
Facilitator: TBA

WE 3.5 UW Financial Aid
Facilitator: TBA

 WE 3.6 WTCS Financial Aid
Facilitator: TBA

WE 3.7 WAICU Financial Aid
Facilitator: TBA


TH 1 Sessions – Thursday, 10:10 am – 11:00 am

TH 1.1 Eating the Frog First and Other Key Principles of Time Management
Presenter(s): Bill Henderson, Senior Marketing Consultant, Great Lakes Educational Loan Services, Inc.
Debbie Murphy, Senior Marketing Consultant, Great Lakes Educational Loan Services, Inc.
Facilitator: Debbie Murphy, Senior Marketing Consultant, Great Lakes Educational Loan Services, Inc.

You can’t change aid processing deadlines, but you can change how you approach your work. Learn to make the most effective and efficient use of your time and get the most out of your workday.

TH 1.2 Identity Theft: Protect and Prevent
Presenter(s): Laura Fay, Agency Liaison, Department of Agriculture, Trade and Consumer Protection, Bureau of Consumer Protection
Facilitator: TBA

Identity theft continues to be the fastest growing crime in the United States. The more you learn about it, the less vulnerable you are. The Wisconsin Bureau of Consumer Protection will explain the different types of identity theft, how to recognize it and how to prevent it – including information about Fraud Alerts and Security Freezes. Receive tips for safeguarding personal information and how to spot the red flags of a scam. You will also be given helpful brochures to take home with you.

TH 1.3 Designing and Implementing Reverse Transfer
Presenter(s): Scott Owczarek, Registrar, University of Wisconsin-Madison
Facilitator: Tessa Perchinsky, Registrar, University of Wisconsin-Eau Claire

This session will highlight how to initiate a reverse transfer agreement and share emerging evidence about the impact of reverse transfer programs.

TH 1.4 Discovering Unknown Knowns through Design Thinking
Presenter(s): Mary Vilmo, Director, UW HELP, University of Wisconsin-Extension
Andrea Deau, Director, Information Technology, University of Wisconsin-Extension
Patrick Davis, Business Analyst, UW HELP, University of Wisconsin-Extension
Facilitator: Mary Vilmo, Director, UW HELP, University of Wisconsin-Extension

In an effort to reimagine the experience and services the University of Wisconsin Higher Educational Location Program (UW HELP) offers, a design thinking approach was used to realign program offerings to better serve the target audience. The challenge of the project was to discover a more personalized learning experience necessary to reshape the relationship between UW and students throughout their lifelong journey of learning. The session will discuss the process that was used and what was learned.

TH 1.5 The 411 on 399
Presenter(s): Zack Goodwin, Training Officer, Federal Student Aid, U.S. Department of Education
Facilitator: Mandy Slowinski, Director of Financial Aid, University of Wisconsin-Stevens Point

With the same income and tax information being used on the 2016-2017 and 2017-2018 FAFSAs, the likelihood of conflicting information is increased.  In this session we will discuss when such conflicts must be resolved, and also review general concepts and best practices in the resolution of conflicting information.

TH 1.6 Change Management, Anyone?
Presenter(s): Dr. Jacquelyn Elliott, Chief Enrollment Strategist, Enrollment Fuel
Facilitator: Paul Gedlinske, Associate Director of Admissions, University of Wisconsin Oshkosh

College and universities have been blamed across multiple media outlets at the national level for our “traditional” ways and sometimes outdated business methods—this, all in tandem with major federal and state budget cuts that have made it difficult to navigate requisite change.  But, internally, we know change is inevitable.  New technology, new leadership, new management approaches, and new policies; the list goes on-and-on. Unfortunately, employees resist change—it’s human nature.  In this session, participants will receive a brief overview of Kotter’s Model of change, why we resist change, and how to use skills to bring about effective change. Participants will explore their own unique reactions to change, while gaining new tools for remaining focused, healthy, and resilient, whether it be implementing or accepting change.

TH 1.7 NSC/NSLDS Follow Up – Q &A Session
Presenter(s): George Levathes, Vice President, Compliance and Education Finance Industry Relations, National Student Clearinghouse
NSLDS Representative
Facilitator: TBA

The session will be an extension of the general NSC/NSLDS presentation to allow for more time for question and answer opportunities.

TH 1.8 Understanding PTSD in Student Veterans: Practical Guidance for the Classroom Setting
Presenter(s): Shannon Kostuck, LCSW; VITAL Coordinator- Department of Veteran Affairs, Madison College
Facilitator: TBA

This session will discuss Post-Traumatic Stress Disorder specifically regarding Veterans. We will cover what PTSD is, common symptoms of PTSD, and common reactions of individuals diagnosed with PTSD. We will also cover steps that you can take to support student veterans in higher education.


TH 2 Sessions – Thursday, 11:20 – 12:10 pm

TH 2.1 Extended Transcript – What Do Employers Really Want?
Presenter(s): Jean Salzer, Director-Career Planning and Resource Center, University of Wisconsin-Milwaukee
Facilitator: Rachael Daniel, Functional Analyst, University of Wisconsin-Milwaukee

What do employers look for when recruiting new graduates? Is adopting an extended transcript necessary? Recruiters from Milwaukee businesses discuss the types of documents they require when hiring new graduates.

TH 2.2 SULA – Best Practices
Presenter(s): Tara O’Neil, Associate Director- Office of Student Financial Aid, Marquette University
Facilitator: TBA

COD Processing, SULA Basics (Dept & School Responsibilities, Setup for AY and LP, and PS: AY and LP), SULA Advanced (Awarding with less than 1 REP left).

TH 2.3 Student Loan Market Trends: Is College Worth it?
Presenter(s): Jill Gosse, Senior Account Executive, Sallie Mae
Facilitator: Sharon Hunter, DPI WEOP


As the cost of college continues to increase, more people are asking the question, Is College Worth It? In this presentation we will review the recent studies on the value of a college education. In addition to reviewing opinions on if college is worth it (and how to measure outcomes), the results also touch on average debt, payment-to-income ratios and average annual income by education. But, perhaps it isn’t always about the money?

TH 2.4 Working with Millennials
Presenter(s): Lisa Mitchell, Vice President, Sallie Mae
Karla Weber, Senior Advisor, University of Wisconsin-Madison
Facilitator: Lynne Siewert, Senior Advisor, University of Wisconsin-Madison

Millennials are the largest generation on our planet today. As a result, they will have a tremendous influence over norms, expectations, and behavior. This session will highlight the financial and buying habits of millenials and will review some recommendations in engaging them.

TH 2.5 Reducing Math Remediation in College
Presenter(s): Mark Schroeder, Budget Officer and EMPT Coordinator, University of Wisconsin-Madison
Sonya Sedivy, Associate Scientist, University of Wisconsin-Madison
Facilitator: Denny Roark, Senior Outreach Specialist, University of Wisconsin System Administration

The Early Math Placement Tool (EMPT) is designed to allow high school students to assess their readiness for college-level math and encourage college preparatory math all four years of high school. It’s a great tool used by a growing number of Wisconsin schools. Our session will also address research on math preparation and math success in college. Admissions officers, registrars and financial aid administrators all have a vested interest. Join us to learn more!

TH 2.6 The Art of Explanation
Presenter(s): Justin Draeger, NASFAA President
Facilitator: Dawn Scott, Director of Financial Aid, Carroll University

The Art of Explanation: Improve your explanation skills with some quick tips and ideas developed by author Lee LeFever, founder of Common Craft, which helps make complex ideas easy to understand. NASFAA President Justin Draeger will guide you through the “art of explanation!”

 TH 2.7 FERPA, Social Media and Information Security
Presenter(s): Zack Goodwin, Training Officer, Federal Student Aid, U.S Department of Education
Facilitator: Karla Weber, Senior Advisor, University of Wisconsin-Madison

In this session we will outline the various laws regulating student privacy, including the Family Educational Rights and Privacy Act (FERPA), and discuss how these laws interrelate. Real-life scenarios and case studies will be discussed to illustrate how student privacy rules play out in the financial aid office on a daily basis.

TH 2.8 Defining Your Academic Calendar and Compliance with Financial Aid Regulations
Presenter(s): Lori Sebranek, Dean of Enrollment/Registrar, Madison College
Kate Sopha, Madison College, Financial Aid Lead
Mark Quistorf, Cardinal Stritch University, Director of Financial Aid
Christine Glynn, Cardinal Stritch University, Associate Registrar
Facilitator: Michelle Kelley, Registrar, Edgewood College

An institution’s academic calendar needs to meet the needs of many: students, faculty, academic departments, and administrators from a variety of offices. How can the best structure be defined? What are the absolutely critical factors to be considered, and how do you prioritize them? A panel of Registrar Office and Financial Aid professionals will discuss their approaches and ask for feedback from the audience as well. Come ready to discuss your oddball situations–maybe somebody else has already figured out a solution!!


BSS 1 Sessions – Thursday, 3:00 pm – 3:25 pm

BSS 1.1 Great Lakes Cohort Management Default Tools
Presenter(s): Bill Henderson, Senior Marketing Consultant, Great Lakes Educational Loan Services, Inc.
Debbie Murphy, Senior Marketing Consultant, Great Lakes Educational Loan Services, Inc.

Are you interested in Cohort Default Rate reducing outreach and guidance?  With budget and resource limitations, it’s often challenging to add default management support.  At the same time, we all know that many students need direction and repayment guidance to avoid default.  Cohort Management Essentials and Portfolio Navigator help you manage these challenges by delivering repayment support.  Come to this session to learn about our easy to use and cost effective default management tools.

BSS 1.2 Sallie Mae-Helping Families Fill the Gap
Presenter(s): Jill Gosse, Senior Account Executive, Sallie Mae

Many students and families will be considering financing a portion of their college education with either a federal PLUS Loan or a private student loan, when scholarships and financial aid are not enough. This session highlights the differences between the PLUS and private student loan programs. The focus will be encouraging responsible borrowing and what you can do to help educate your students and families on finding the right solution for their borrowing needs. By attending this session you will gain a deeper understanding of the gap financing tools that students and families use and will be better equipped to counsel them on choosing the right financing solution for them.

BSS 1.3 UW-Credit Union – Mortgage Loan Basics
Presenter(s): Julio Rios, AVP of Mortgage Lending, UW Credit Union

Mortgage loan rates continue to be at record lows. Are you thinking of refinancing or purchasing a home? If so, we’ll cover the basics of mortgage lending, including the process timeline, required documents and different types of loans.

BSS 1.4 Credential Solutions
Presenter(s): Steven Sabatino, Supervisor- Client Relationship Manager, Credentials Solutions

Come learn how we are getting back to our roots! Introducing Credentials Solutions’ return to degree verifications with eduCheck®. Our verification solutions eliminate the requirement to send large files to your current service provider, removing the hassles of syncing records databases. We will also discuss our fully automated transcript ordering and processing solutions, TranscriptPlus® and RoboRegistrar®. Paired with our industry leading automation, the largest transcript sending and receiving network in the industry allows our integrated system to deliver transcripts in EDI, XML and PDF formats in five minutes or less. Couple those capabilities with our print and mail service eRoboMail® and we are able to optimize all transcript fulfillment to anywhere in the world.

Presenter(s): Edward R. O’Donnell Jr., VP for Business Development, CELCAT

All timetables are compromises between the myriad of differing interests and preferences. It requires an intimate knowledge of the detail of the lives of that community. It is not a mathematical or organizational problem, is it a human one. Visit with CELCAT and learn about the obvious benefits of timetabling as well as, and more importantly, the not so obvious benefits.

BSS 1.6 National Student Clearinghouse
Presenter(s): Nancy Penna, Regional Director, National Student Clearinghouse

Don’t let the electronic transcript revolution start without you!  Join your colleagues and peers across the country who are using the National Student Clearinghouse’s Transcript Ordering Services.  Over 800 colleges and universities in the country are already active.     Our suite of services are designed to be flexible and available for schools of types and sizes.  Automation/integration and print fulfillment options are available.   Implementations have been done in as little as 2 weeks. 

BSS 1.7 NRCCUA (National Research Center for College & University Admissions)
Presenter(s): Kristin Mahoney, Regional Director

The NRCCUA Data Lab is a transformative resource that provides new insight into the funnel and target audiences of today’s post-secondary education systems.  The Data Lab was developed exclusively for college admissions professionals with the mission to provide an in-depth intelligence that helps achieve enrollment goals and objectives year after year.

The Data Lab will help you discover trends and patterns in your student recruitment efforts that will allow you to focus on maximizing your budget dollars and marketing efforts.


BSS 2 Sessions – Thursday, 3:30 pm – 3:55 pm

BSS 2.1 SALT-Intentional Tactics for Improving College Access and Educational Planning
Presenter(s): Lorinda J. Diehl, Camputs Engagement and Education Consultant, SALT American Student Assistance

The importance of educational planning and college access remains a significant national agenda item, as well as a personal barrier for too many.  This session focuses on financial barriers facing first generation college students and intentional tactics for improving access to education. 

BSS 2.2 USA Funds – What Do Your Students Need to Be Successful
Presenter(s): Michelle Richardson, Account Executive, USA Funds

In July, 2016, Student Connections – USA Funds launched a new approach to help promote financial wellness and student success.  This session will provide an opportunity to see the current state of the product, share your expertise on student success programming and discuss best practices in improving student outcomes.  You’ll also learn about an opportunity to help shape future development by joining our Advisory Board.

BSS 2.3 Wells Fargo – First Generations Go College Now!
Presenter(s): Jane Lemke, Senior Account Executive, Wells Fargo

Today, 50% of college students are the first in their family to attend college. Often, these first generation students struggle to gain access to valuable information and lack the guidance needed to navigate through the college planning and application process. Wells Fargo Education Financial Services believes a college education can change more than one future; it can alter the course of generations. That’s why, in partnership with First Generation Films, we’ve created an innovative web platform that provides first generation students, educators, and organizations with unlimited free screenings of the First Generation film documentary and the college planning education tools and resources they need.

BSS 2.4 Paradigm, Inc.
Presenter(s): Elizabeth Kunde, Executive Director, Paradigm, Inc.

Come and learn about the Certified Electronic Diploma (CeDiploma), a transactional document that provides the student with an alternative to the transcript, allowing the recipient, from employers, Governments and Agencies to independently validate the document and is already accepted by State Governments and the Federation of State Medical Boards. Join us for more information about this truly revolutionary product as well as the fastest way to order paper diplomas directly to your students.

BSS 2.5 Digital Architecture
Presenter(s): Ashley Overend, Account Assistant, Digital Architecture

DIGARC leads the way with expertly built catalog and curriculum solutions backed by “crazy responsive” customer care. Acalog™ our groundbreaking catalog product, engages students and prospects with a rich set of web features, including a mobile-friendly interface Working seamlessly with Acalog, Curriculog™ streamlines curriculum reviews and approval processes.

BSS 2.6 CollegeSource
Presenter(s): Shelly Jackson, Transfer Solutions Specialist

Working “Stronger Together” with TES and Transferology allows your institution to evaluate transfer course work quicker and more efficient, and recruit more students by displaying the data so that students can view how their courses will transfer. “Shaping the Future” can include more transfer student recruitment, easing the burden of current students finding courses to complete elsewhere for transfer back to your institution, and providing necessary tools for staff. This session will include a demo of both products. 


BSS 3 Sessions – Thursday, 4:00 pm – 4:25 pm

BSS 3.1 Inceptia- Financial Aid Management Strategies
Presenter(s): Tom Ramaeker, Senior Strategic Business Director, Inceptia

The benefits of outsourcing verification with staffing constraints and increased regulatory requirements, as well as serving students who expect streamlined, user-friendly experiences, higher education institutions are more challenged than ever to successfully meet ever-changing expectations. At Inceptia, we see the current challenges facing financial aid pros as an opportunity for innovation and change. We’ve taken our 30 years of industry experience and the service strategies you know and trust and applied them to create a groundbreaking approach to verification processing. This presentation will introduce you to Verification Gateway, Inceptia’s full-service solution for managing verifications, while we discuss how outsourcing can help schools provide more personalized service to students and their families as well as reduce administrative burden and the need for time-sensitive technical support and regulatory compliance updates.

BSS 3.2 Summit Credit Union – Student Lending That Also Provides Your Campus with Financial Wellness
Presenter(s): Christian Albouras, Business Development Specialist
Penny Armagost, VP Lending, Analytics and Credit Risk

Student Lending Overview and a Review of Summits Award Winning Financial Literacy and Wellness Program

BSS 3.3 Courseleaf
Presenter(s): Greg Soare, Director of Higher Education Accounts, CourseLeaf from Leepfrog Technologies

The Right Catalog for your Students: Considerations, Content, and Choices. Who uses your catalog and course search and what are they looking for? The catalog is one of the most important collections of information on campus.  It can also showcase what makes your institution unique and differentiates you from the other choices students have to further their education. Learn how CourseLeaf software enables design and content to complement each other in a catalog built to help recruit students, share academic content, and help students towards completion. We’ll discuss decisions that apply to the catalog as a whole and decisions that apply to specific types of pages that leverage design, content, and structure to build the most useful catalog and course search for your students.

BSS 3.4 College Scheduler
Presenter(s): Ryan Pollack, Partner Success Manager – College Scheduler

Imagine the smoothest registration your institution has ever experienced. Now add the benefits for Advising, Orientation staff, and the Registrar’s office. College Scheduler will demonstrate how one solution can alleviate registration frustration, provide administration with critical course demand data, increase advising efficiency, and streamline orientation.

BSS 3.5 Parchment
Presenter(s): Leah Spitz, Regional Manager

At its core, Parchment believes that credentials matter. To senders, issuing credentials is their mission and charter. To receivers, in order to evaluate and provide entry to the next opportunity. And to students, who seek to better their life and circumstance through education. Parchment’s platform empowers both administrators and learners. Come learn about the future of eTranscript and credential management including features such as mobile support, automation without IT involvement, and ordering and fulfillment for eDiplomas and other official documents.

BSS 3.6 College Board
Presenter(s): Scott Smith, Sr. Educational Manager

This session will focus on new SAT and its use by colleges and universities. We’ll review score concordance and implications for College Board Search, and also discuss the changing landscape of college readiness assessment in the Midwest. Key program updates for AP and Search will also be offered.


TH 3 Sessions – Thursday, 5:00 pm – 5:50 pm

TH 3.1 Foster Youth to College
Presenter(s): Chris Lenske, Independent Living Coordinator, Wisconsin Department of Children and Families
Denny Roark, Outreach Specialist, University of Wisconsin System
Facilitator: Denny Roark, Senior Outreach Specialist, University of Wisconsin System Administration

An overview of foster care – especially as it relates foster youth to college: admission, financial aid, and support for youth aging out of/aged out of foster care enrolled in college. Foster youth alumni will share their stories and talk about barriers and successes getting to college and surviving on campus.

TH 3.2 Transfer Technology and the UW System
Presenter(s): Jackie Morgan, Credit Transfer Technology Manager, University of Wisconsin System
Diane Treis Rusk, Dir. of Undergraduate Education, University of Wisconsin System
Facilitator: Ryan Bench, Manager of Transfer Credits, University of Wisconsin-River Falls

With the increase in the number of transfer students in the state of Wisconsin, the UW system has responded by implementing a number of programs. These changes included the hiring of a Credit Transfer Technology Manager to oversee credit transfer within the UW-System. Come learn how this new position can help you and what is planned for the future!

TH 3.3 The Secrets of Engaging College Students Through Social Media and Technology
Presenter(s): Laura Ericson, Student Central Manager, Chippewa Valley Technical College
Kelley Lai, Student Central Representative, Chippewa Valley Technical College
Facilitator: Jordan Appicelli, Regional Recruiter, University of Wisconsin Colleges

Interacting with current students and keeping their attention is becoming increasingly challenging. How do you capitalize on available technologies to continue keeping them informed after the burnout of recruitment? Not to mention, there are memes, GIFs, snaps, tweets—social media is so prevalent that the options available are becoming overwhelming. Where do you start? Hear how a One-Stop Manager uses technology and social media so students get the information they need, as they need it.

TH 3.4 CRM’s for Recruitment, Admissions, Financial Aid and Registration
Presenter(s): Jenny Manning, Student Information Systems Coordinator, Moraine Park Technical College
Sally Ruback, Enrollment Services Manager, Moraine Park Technical College
Facilitator: TBA

Representatives from MPTC will briefly present on their recent implementation of Recruit CRM. Presentation will include the implementation process, operations and results. The floor will then be open to ask questions and for open discussion. Time permitting, MPTC will do a quick demo of the CRM and overview of recruitment and admissions campaigns. Whether you are a veteran or new CRM user, or considering a CRM, come and be ready to learn and share!

TH 3.5 Early FAFSA (Prior Prior Year – Roundtable Discussion)
Presenter(s): Kari Gribble, Director of Financial Aid, Edgewood College
Sue Minzlaff, Associate Director of Financial Aid, University of Wisconsin-Milwaukee
Kylene Radmer, Financial Aid Advisor, Waukesha County Technical College
Facilitator: Angela Sarni, Associate Director of Financial Aid, Mount Mary University

Three schools will share their communication plans and time lines as it relates to Early FAFSA filing (Prior Prior Year). Information about how financial aid and admissions have collaborated on the process will also be included. Representatives from private, public and technical colleges will then be available for dialogue and discussion surrounding best practices and to answer any other questions.

TH 3.6 What’s a Credit Score?
Presenter(s): Sherry Peplinski, Educational Lending Product Manager, UW Credit Union
Facilitator: Jill Price, Director of Financial Aid, Nicolet College

Ever wonder what makes up your credit score and why it’s so important? We’ll talk about how credit scores are calculated, what your score means, how lenders use a credit score, why your credit score is important and resources to keep track of your credit.

TH 3.7 Every Day Is a Saturday!
Presenter(s): Panel –
Dan Edelbeck
Dan Goyette
Alex Kaleta
Carol Lulewicz
Beth Weckmueller
Facilitator: TBA

This popular session from WACRAO 2013 returns! Are you planning to retire soon or simply dreaming of a retirement in your future? This panel-based session will explore the joys and pitfalls of retirement from your full-time professional position. Join recent and not-so-recent retirees as they discuss what they are doing to keep busy, fit, and engaged in life after retirement.

TH 3.8 One-on-One with Zack Goodwin
Presenter(s): Zack Goodwin, Training Officer, Federal Student Aid, U.S. Department of Education
Facilitator: TBA

This session is designed to provide an informal Q&A platform for financial aid professionals to ask their questions concerning financial aid program responsibilities. Based on his experience at schools and at the Department of Education, Zack Goodwin will provide guidance according to ED’s standards to help you resolve your concerns or uncertainties.


FR 1 Sessions – Friday, 9:00 am – 9:50 am

FR 1.1 Banner Users Group
Facilitator: TBA

FR 1.2 TES (Transfer Equivalency) Roundtable
Facilitator:  Rhonda Kimmel, Registrar, University of Wisconsin-Parkside

FR 1.3 PeopleSoft 9.2 Users Group
Facilitator: Scott Johnson, Associate Registrar, University of Wisconsin-Oshkosh

FR 1.4 Common App Roundtable
Facilitator: TBA

FR 1.5 Directors Roundtable
Facilitator: TBA

FR 1.6 WACRAO Standing Committee Meeting

For all WACRAO Standing Committee Members—meet briefly as an entire group and then break out into individual committees.

FR 1.7 WACRAO 2017 LAC Committee Meeting

2017 WACRAO Local Arrangements Committee Meeting


FR 2 Sessions – Friday, 10:10 am – 11:00 am

FR 2.1 The Transfer Transition Program
Presenter(s): Molly Censky, Transfer Transition Coordinator, University of Wisconsin-Madison
Facilitator: Lori Christianson, Admissions Counselor, University of Wisconsin-Madison

The Transfer Transition Program at UW-Madison aims to understand and improve the transfer student experience at UW-Madison by easing the academic and social transition, increasing participation in the Wisconsin experience, decreasing the retention/graduation gap, and strengthening life-long connections to UW-Madison. By utilizing transfer-specific programming and advising, the Transfer Transition Program helps transfer students adjust to life at a new institution.

FR 2.2 Wisconsin’s Socioeconomic Landscape and College Application Completion
Presenter(s): Laura Beiermeister, Student Services Specialist, UW HELP, University of Wisconsin-Extension
Facilitator: Linda Barrett, Sr. Student Services Coordinator, UW HELP, University of Wisconsin-Extension

An examination on how a simple zip code may be a window into students’ struggle to complete the University of Wisconsin System Application. Utilizing big data from the application and socioeconomic zip code data from the US Census, this session will present the finding of a master’s thesis which explores whether these two data streams are interrelated.

FR 2.3 Gender Diverse Students: The Struggle in Higher Education Is Real
Presenter(s): Willem Van Roosenbeek, LGBTQA+ Program and Services Director, University of Wisconsin-La Crosse
Facilitator: TBA

Transgender, trans, non-binary, agender, gender queer, gender fluid, cisgender, gender non-conforming…..the list of trans identities can go on and on. With these identities come the need for higher education to create safe places, develop inclusive policies and change the way we have always done things. As long as a binary gender system continues to exist in the United States, it is critical that transgender people receive validation and have access to rights and privileges they deserve on our campuses. Join the discussion!

FR 2.4 International Admissions – The Groningen Declaration and the Digital Transfer of Student Data
Presenter(s): Margaret Wenger, Senior Director of Evaluation, Educational Credential Evaluators, Inc.
Facilitator: Heather Pearson, Associate Director of Admissions, University of Wisconsin-Eau Claire

Educational Credential Evaluators, Inc. (ECE) and AACRAO were principal signatories of this initiative.   Come to this session and learn more about the acceptance of digital data in lieu of paper documents, authentication, privacy rights, and best practices. This will be a useful session for individuals who work with the collection and/or evaluation of international records.

FR 2.5 Flat is the New Black – Implement a Flat Fee for Official Documents
Presenter(s): Jeremy Traska, Assistant Registrar, University of Wisconsin-Madison
Facilitator: Rachael Daniel, Functional Analyst, University of Wisconsin-Milwaukee

UW-Madison experienced a continual decrease in transcript demand over the past decade resulting in a consistent decline in revenue. Instead of increasing the cost of a transcript, the Office of the Registrar flipped its revenue model by charging new students a one-time flat fee. Examine historical data that drove this change, learn how the funding model was crafted and pitched to campus admin, understand how it was implemented, and review the predicted/actual numbers from the inaugural year.

FR 2.6 Surviving a Financial Aid Audit
Presenter(s): Tracey Mingo, Director of Financial Aid, Georgia Southern University
Facilitator: Heidi Johnson, Senior Advisor, University of Wisconsin-Madison

Financial Aid audits can be stressful but imagine that you are a new employee at an institution and learn that the Office of Inspector General is investigating a potential violation of the False Claims Act. In the first half of this session, the presenter describes the challenges faced during this investigation and how she survived. During the second half, attendees will be asked to share their audit experiences – how did you survive and what actions did you take to reduce the risk of an unfavorable audit in the future?

FR 2.7 Through the Eyes of a Cyber Criminal
Presenter(s): Richard Montano, Information Security Administrator, University of Wisconsin-Oshkosh
David Lacount, Database administrator, University of Wisconsin-Oshkosh
Facilitator: TBA

A live demonstration of how an attacker uses a compromised computer to steal sensitive information. Demonstration performed using the same tools and techniques used by attackers.

FR 2.8 UCTA – Universal Credit Transfer Agreement. Is it Really Universal?
Presenter(s): Diane Treis Rusk, Director of Undergraduate Education, University of Wisconsin System Administration
Facilitator: TDiane Treis Rusk, Director of Undergraduate Education, University of Wisconsin System Administration

A presentation on the development and use of the Universal Credit Transfer Agreement (UCTA), and how two-year and four-year institutions are working together to make transfer easier for students in the WI System.