2021 ECSI Virtual Summit

Tuesday, 16 November 2021 10:00 AM - Wednesday, 17 November 2021 5:00 PM EST

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1. Select Seats

2. Review and Proceed

Tuesday, 16 November 2021 10:00 AM - Wednesday, 17 November 2021 5:00 PM EST

The 2021 ECSI Virtual Summit is the new and improved ECSI User's Conference. This event will bring together colleges & universities from across the country, thought leaders, industry experts, and more to provide you with the valuable knowledge you need to tackle the complex challenges higher education is facing today.

Cancellation policy

We understand that sometimes plans change! You may cancel your registration at no cost until 11:59 p.m. ET on Friday, November 12, 2021. Unfortunately, after this time, no refunds will be given. 

ECSI

ECSI is the premier partner of higher education institutions nationwide. Our suite of solutions streamlines college and university systems and processes to promote student engagement and retention, increase school revenue, and drastically reduce administrative workload. We do the heavy lifting so you can focus on what matters most - your students.

Contact the Organizer

Dave McDonald
Supervisor, Training and Documentation
ECSI

Dave has been a member of the ECSI family for 17 years, spending much of that time working in customer-facing positions with Customer Service, Production Processing, and Client Support. During the last 6 years, Dave has been a member of the training and development team, working as an educator and documentarian for both client and internal training. Dave lives in the South Hills of Pittsburgh with his lovely girlfriend, Stephanie, and their Australian Shepherd, Maggie. When not educating the education industry, Dave is active in the Pittsburgh Theater and Film scene, working on many feature films and theater productions in the area. When not in front of an audience, Dave enjoys playing hockey, softball, and golf.

https://home.ecsi.net

About Dave McDonald

Supervisor, Training and Documentation
ECSI
John Meyer
Regional Sales Executive
ECSI

https://home.ecsi.net

About John Meyer

Regional Sales Executive
ECSI
Chris Howard
Senior Solutions Engineer
TouchNet

Chris Howard is a Senior Solutions Engineer at TouchNet. During his 15 year career at TouchNet, Chris has been involved in client implementations, client and internal training, and solutions engineering. His experience encompasses the entire TouchNet solutions platform. Chris has a Bachelor of Science in Accounting and a Master's of Science in Accounting with an Accounting Information Systems focus.

https://www.touchnet.com

About Chris Howard

Senior Solutions Engineer
TouchNet
Laura Woods
Senior Manager, Application Development Business Analysis/Quality Assurance
ECSI

Laura is responsible for the quality testing of all applications at ECSI. Laura has 25 years of leadership, application quality control, process improvement and project management experience. Laura joined ECSI in 2012 and is focused on utilizing technology to augment ECSI's applications and enhancing both technical and business processes via automation.

https://home.ecsi.net

About Laura Woods

Senior Manager, Application Development Business Analysis/Quality Assurance
ECSI
Julia Norwood
Manager, Product Management
ECSI

Julia started her career in Higher Education in 2007 as the Project Manager for Heartland's Give Something Back program, an all-in-one Student ID Card payment solution for on and off-campus purchases. She then joined ECSI's Product Management team and participated in the 2014 Department of Education's Negotiated Rulemaking Process for Cash Management to support Heartland's Acceluraid and ECSI's RefundSelect disbursement products. She's also led enhancement efforts for ECSI's payment solutions and implemented a self-service IVR in 2018 that provided automated account information and payment options for Federal Perkins and Institutional Loans and Tuition Payment Plans. Since that time, she has focused on ensuring ECSI's payment solutions comply with PCI and NACHA's payment rules and standards.

https://home.ecsi.net

About Julia Norwood

Manager, Product Management
ECSI
Sarah Cantrell
Manager, Program Management
ECSI

Sarah Cantrell is the Manager of Program Management at ECSI and has been with the company for 6 years. Her primary responsibility is overseeing all the product line(s) service levels, features and functionality. Prior to ECSI, Sarah worked at Heartland Payment Systems for 8 years focusing on corporate marketing initiatives and sales incentive programs within their card processing division.

https://home.ecsi.net

About Sarah Cantrell

Manager, Program Management
ECSI
Tom Sinton
Program Manager
ECSI

Tom has been with ECSI since 1999, and spent most of his career with ECSI as a Software Engineer. However, he has also worked in ECSI’s Call Center, as well as on the Production Support and Banking Operations teams. As the Senior Program Manager for ServicingSelect and TuitionSelect, Tom oversees the day-to-day operations for the products, coordinates with other departments at ECSI to ensure the products have the necessary resources required for peak performance, works closely with Product Management and clients to identify areas of improvement for the products, and ensures the products remain compliant.

https://home.ecsi.net

About Tom Sinton

Program Manager
ECSI
Lori Hartung
Director, Midwest Region
Todd, Bremer, & Lawson

Lori S. Hartung is the Director Sales & Service for Todd, Bremer & Lawson, Inc. a third-party collection agency that specializes in higher education account receivable management. Her responsibilities include managing TB&L's clients in the Midwest region and training the community on regulatory requirements. In addition to her core responsibilities at Todd, Bremer & Lawson, Inc. Lori is the primary representative to the Coalition of Higher Education Assistance Organizations (COHEAO). Lori has been elected as COHEAO's President assuming her role in early 2019. COHEAO maintains a sharp focus on legislative and regulatory advocacy, educational access, and interactive communication for all federally funded student loan programs. In addition to her position on the Board of Directors, she is also a member of the Loan Task Force, Agenda, and Commercial Committees. COHEAO awarded Ms. Hartung the 2012 & 2019 Commercial Member of the Year. Lori is a member of several regional organizations such as the Wisconsin Association of Student Business Office Personnel and Administrators (WASBOPA), and the Minnesota Collections Network. She currently serves on the Board of both organizations. Ms. Hartung has been involved in the Student Loan industry in various capacities since 1991. Before joining Todd, Bremer & Lawson, Inc., she was the Senior Manager of Government and Industry Relations for University Accounting Service (UAS). Lori is a 1989 graduate of the University of Wisconsin with a Bachelor degree in Political Science. She lives in Dousman, Wisconsin with her husband, two (2) dogs, two (2) cats, and 40,000 honey bees.

https://www.tbandl.com/

About Lori Hartung

Director, Midwest Region
Todd, Bremer, & Lawson
Eric Ives
SVP & General Manager
ECSI

Eric has been with ECSI for 20 years. In this role, Eric is responsible for the oversight and performance of ECSI. Eric has performed multiple roles within the company including information technology, customer service management, and product development. Through Eric’s experience and extensive knowledge, he is able to ensure optimal performance across the organization

https://home.ecsi.net

About Eric Ives

SVP & General Manager
ECSI
Kristy Pritchett
Director, Student Account Services
University

Kristy Pritchett serves as the Director of Student Account Services at The University of Alabama. Her office oversees all University revenue, more than 40 loan fund accounts including the institution’s Perkins loan program, and all University collection activity. Kristy has worked in higher education for over 10 years and has more than over 20 years of experience in finance and banking. Established in 1831, the University of Alabama is the state of Alabama’s oldest and largest public university enrolling over 38,000 students.

https://www.ua.edu/

About Kristy Pritchett

Director, Student Account Services
University
Lori Carbonara
Sr. Director, Product and Program Management
ECSI

Lori is responsible for the oversight of the product and service performance for ECSI. This includes product and process performance, service levels and metrics, and system and application performance. She also oversees a team of individuals that manage all product enhancements, fixes, and new features. Lori joined ECSI in August of 2011. She has held senior-level management positions in both public and private organizations since 1996. Lori came to ECSI from the mortgage loan servicing industry and has degrees in Computer Science and Business Management.

https://home.ecsi.net

About Lori Carbonara

Sr. Director, Product and Program Management
ECSI
Deanna Bassano
Program Manager
ECSI

Deanna started her career with ECSI in July 2011 as a Call Center Advocate. In 2013, she moved to the Servicing Operations team to work with RecoverySelect. In March 2016, Deanna began working with our TaxSelect team. Deanna took over the Program Manager position for TaxSelect in Fall 2019. In this role Deanna is responsible for testing 1098-T files, processing 1098-T files, posting these files to the web, and overall 1098-T client support. Deanna attended the Community College of Allegheny County.

https://home.ecsi.net

About Deanna Bassano

Program Manager
ECSI
John Dysart
President
The Dysart Group

John W. Dysart is President of The Dysart Group, a higher education consulting firm specializing in recruitment, financial aid, college finance and retention. John has held leadership positions at five colleges and universities and provided consulting services for more than thirty years. John served full-time in financial aid and enrollment positions at three career colleges. Mr. Dysart has assisted more than 200 colleges and universities in 42 states. While the majority of his consultations have been related to enrollment management and enrollment growth, he has a special expertise in finance and financial aid issues. He has consistently integrated enrollment management with institutional objectives regarding net revenue, budgeting and strategic planning. Considered a national expert in enrollment management, John Dysart has conducted seminars and made dozens of presentations for eighteen higher education professional organizations and has written nearly 50 articles for higher education publications.

https://thedysartgroup.com

About John Dysart

President
The Dysart Group
James Jones
Senior Executive VP of Sales & Marketing
Reliant Capital Solutions

After nearly 20 years in the hospitality industry, including owning a Bed & Breakfast, James began his career in the collections industry with Higher Education more than 30 years ago. Currently he is the Sr. Executive VP of Sales & Marketing for Reliant Capital Solutions where he has successfully partnered with more than 200 institutions. James co-founded HEARO more than 10 years ago, as well as co-founding ECHEAO just over 5 years ago (both of which he is still an active committee member of). He is the creator of the Perkins Forum, partnering with ECSI, in presenting a couple of dozen workshops across the country discussing Perkins from birth to grave. He also served on the PacWest SFS steering committee for 2 terms and is now one of the first commercial partners to serve on the Massachusetts Bursar Association steering committee. James also enjoys being married, has 4 adult children and 4 grandchildren, and running mountain trails and on the beach.

About James Jones

Senior Executive VP of Sales & Marketing
Reliant Capital Solutions
Juanita Saucedo
Manager of Student Accounts
University of Nevada Las Vegas

Juanita Saucedo, Student Accounts Manager, University of Nevada Las Vegas - Juanita has been worked in higher education for 18 years. She began her career in the private higher education sector in the financial aid office. For the past 13 years, Juanita has been with UNLV as the Student Accounts Manager. In her role, Juanita oversees the daily operations of cashiering and the student accounts office which has 13 total employees. Juanita's team handles the billing, payments, and refunding of fees for all UNLV students. UNLV is one of the most diverse campuses in the U.S. with more than 30,000 students and is in the top 3% of research universities nationwide.

https://www.unlv.edu/

About Juanita Saucedo

Manager of Student Accounts
University of Nevada Las Vegas
Lara Allworth
Client Relationship Coordinator, SME
ECSI

Lara has over 21 years of client consulting/marketing experience in a number of industries, including print and online advertising, business/consumer banking, HR and staffing services, promotional and special event product sales, CRM/management services/IT, and higher education. She has been with ECSI since 2015 and has had a number of different roles and responsibilities in her tenure. The purpose of Lara’s role today is to maintain relationships with the existing loan servicing client base and prospective and existing 1098-T processing clients. She provides prompt and effective customer service. Responsibilities include handling any and all client issues, education, and acting as a liaison to all the necessary departments within the company, all with a sense of positivity!

https://home.ecsi.net

About Lara Allworth

Client Relationship Coordinator, SME
ECSI
Chris Stompanato
Client Relationship Coordinator, SME
ECSI

Chris has over 30 years of client consulting/marketing experience with Student Loan Servicing and has been with ECSI for over 14 years. Prior to joining ECSI, Chris spent 20 years with ACS managing Perkins loan portfolios for school clients. His resume includes responsibility for managing the partnerships of some of the largest Perkins and campus-based loan schools, a role he has assumed with ECSI. His various positions have provided him with a well-rounded background in outsourcing to institutions in higher education. Chris serves as ECSI's subject matter expert on Perkins and other campus-based loans, 1098-T's, and delinquent receivables. He has given presentations at numerous industry events and has been a COHEAO representative for over 15 years, while serving on the COHEAO Board for nearly a year. Chris is a graduate of the University of Illinois – Chicago.

https://home.ecsi.net

About Chris Stompanato

Client Relationship Coordinator, SME
ECSI
Julia Norwood
Manager,
ECSI

About Julia Norwood

Manager,
ECSI
Pasquale "Dante" Gentile
Product Manager
ECSI

Dante started his career at ECSI in 2015 after graduating from Saint Vincent College. He started out as an Associate Product Manager and since was promoted to Product Manager, Senior Product Manager, and most recently Program Manager for RecoverySelect. In this role, Dante is now responsible for managing and improving the RecoverySelect product. Dante enjoys watching and playing sports, overnight hiking, and spending time with his future wife, Melissa.

https://home.ecsi.net

About Pasquale "Dante" Gentile

Product Manager
ECSI
Cheryl Mazeski
Compliance Specialist
ECSI

Cheryl is responsible for compliance management and ensures ECSI product lines and internal processes meet industry standards as well as comply with federal and state law and regulatory requirements associated with student loan servicing and related activities. Cheryl joined ECSI in 2009 and has maintained several positions during her tenure and has developed a strong working knowledge of the student aid industry and ECSI’s many product lines. Prior to joining ECSI, Cheryl practiced in the area of defense-side products liability representing a major corporate client throughout Pennsylvania, Ohio and West Virginia. Cheryl graduated from Canisius College with a degree in Communications and received her Juris Doctor from the University of Akron, School of Law.

https://home.ecsi.net

About Cheryl Mazeski

Compliance Specialist
ECSI
Mike Bowman
Director, Servicing Operations
ECSI

Mike is responsible for all of the customer facing and back office operations at ECSI. Mike has been working in leadership positions within operations, customer service, and contact centers for over 20 years. He joined ECSI in August 2016 and has focused on designing positive customer experiences by providing both the highest level of traditional customer service, as well as, the most current, best in class digital service technology.

https://home.ecsi.net

About Mike Bowman

Director, Servicing Operations
ECSI
John Meyer
Regional
ECSI

About John Meyer

Regional
ECSI

About TouchNet Information Systems

https://www.touchnet.com/en Sponsor Logo

About Todd, Bremer, & Lawson

https://www.tbandl.com/ Sponsor Logo