Financial Literacy Presenter: Joel Philistin and Dominique Brown Title: Financial Literacy: You can build it, but will they come? Description: You can it, but will they come? Sometimes you have to think out the box to increase student engagement. This session will discuss creative ways to get students engaged and excited about Financial Literacy. Location: Room 3.10 12:30pm 1:30pm – – Verification Presenter: JoEllen Soucier Title: Verification Working with Income Tax Documents – Description: This session will discuss the various verification tax documents that are used to complete verification and address conflicting information. We will review W2 Tax Transcripts, Account Transcript, Amended Returns, TBDRV Record, Foreign Returns, and more. Location: Room 3.9 12:30pm 1:30pm – – Customer Service Presenter: John Byron Kurr Title: Customer Service Excellence Description: This session will provide participates with an understanding of the Do’s and Don’ts in customer service at the frontline. Discussion will include thought provoking topics and recommendations. This session will challenge how we view and deliver Exceptional Customer Service. Location: Room 3.11 12:30pm 1:30pm – – Friday, February 24, 2017 1:45pm 2:45pm – – ECMC Presenter: Raina Chezem, Relationship Manager Title: Understanding Consumer Debt Description: Getting help to manage your can be embarrassing. It could also mean you just want to make sure you are spending and saving wisely. Find out ways how to help your students become fiscally responsible and financially solvent in their post education lives. Location: Room 3.14 1:45pm 2:45pm – – Verification
Financial Literacy Presenter: Joel Philistin and Dominique Brown Title: Financial Literacy: You can build it, but will they come? Description: You can it, but will they come? Sometimes you have to think out the box to increase student engagement. This session will discuss creative ways to get students engaged and excited about Financial Literacy. Location: Room 3.10 – 12:30pm – 1:30pm Verification Presenter: JoEllen Soucier Title: Verification – Working with Income Tax Documents Description: This session will discuss the various verification tax documents that are used to complete verification and address conflicting information. We will review W2 Tax Transcripts, Account Transcript, Amended Returns, TBDRV Record, Foreign Returns, and more. Location: Room 3.9 – 12:30pm – 1:30pm Customer Service Presenter: John Byron Kurr Title: Customer Service Excellence Description: This session will provide participates with an understanding of the Do’s and Don’ts in customer service at the frontline. Discussion will include thought provoking topics and recommendations. This session will challenge how we view and deliver Exceptional Customer Service. Location: Room 3.11 – 12:30pm – 1:30pm Friday, February 24, 2017 – 1:45pm – 2:45pm ECMC Presenter: Raina Chezem, Relationship Manager Title: Understanding Consumer Debt Description: Getting help to manage your can be embarrassing. It could also mean you just want to make sure you are spending and saving wisely. Find out ways how to help your students become fiscally responsible and financially solvent in their post education lives. Location: Room 3.14 – 1:45pm – 2:45pm Verification
2017TASFAARegionalTraining_TSUAgenda.docx