Modernizing Student Account Communications: Lessons From Industry Trends

Live Event: 05/29/2025 at 1:00 PM (EDT)

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As student expectations and communication preferences evolve, colleges and universities must rethink how they engage with students about outstanding balances. With the implementation of the Consumer Financial Protection Bureau’s Regulation F, the landscape of financial communications has shifted toward more digital, consumer-friendly approaches.

This webinar will explore how institutions can apply lessons from the broader financial services industry to improve outreach and enhance student engagement while also supporting financial responsibility. Attorney Chad Echols will discuss the role of digital communication, data-informed strategies, and evolving consumer behavior in shaping effective student account practices. If your institution still relies on outdated outreach methods, this session will provide practical ideas for modernizing your approach in ways that align with today’s students.

Learning Objectives

After this webinar, you will be able to—

Feel more knowledgeable of the digital communication strategies that improve student engagement and responsiveness
Understand how data-informed approaches can enhance outreach and financial outcomes for institutions
Recognize why traditional communication methods—such as mailed notices and phone calls—are becoming less effective, and what modern alternatives can better serve students and institutions alike.

Recording

This webinar will be recorded. Registrants will receive an email when the recording is available.

CPE Available: 1 Credit in Specialized Knowledge

Each individual must register and attend separately to earn credit.

NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org

Event Information

Level: Intermediate
Prerequisites: Minimum 1-2 years of experience as a professional in higher education or a related private industry.
Advanced Preparation: None
Delivery Mode: Group internet based
Field of Study: Specialized Knowledge
Length: 60 minutes

Steps to Earn CPE Credit

To earn CPE credit, you must attend the webinar live. CPE credit cannot be earned for watching the recording.

After the webinar ends, you will complete the following steps under the Content tab:

Pass the CPE codeword quiz. Write down the codewords posted in the Zoom chat at random times throughout the webinar and complete the quiz at the end of the webinar.
Submit the CPE check-out code displayed at the end of the webinar.
Download your CPE certificate.

You have until 5 pm Eastern Time on May 30 to complete these three steps or report technology issues with this site to online@nacubo.org.

For more detailed instructions, review the CPE Instructions page.

Chad Echols

Partner

Frost Echols LLC

A Rock Hill native, Chad Echols graduated in 1998 from Clemson University. He received his law degree in 2002 from the University of South Carolina School of Law, where he was a member of the South Carolina Environmental Law Journal. Following law school, Echols was a law clerk for the Honorable John C. Hayes III in the Sixteenth Judicial Circuit of South Carolina. Before forming Frost Echols, LLC with Mike Frost, Echols owned and ran The Echols Firm, LLC for over 10 years. Echols began his work in the credit and collection industry serving as vice president and general counsel for Williams & Fudge, Inc., a national student loan collection agency located in Rock Hill, SC. He continues to serve as outside general counsel to Williams & Fudge, Inc.

Echols’ practice focuses on the Fair Debt Collection Practices Act, the Fair Credit Reporting Act, the Telephone Consumer Protection Act, compliance for collection agencies and debt purchasers, business law, litigation, and commercial collections. Echols has considerable experience in all areas associated with defense and compliance regarding pre-default and post-default debt collection and practices. He has experience in the following areas: Federal and State Trial and Appellate Representation Construction Litigation Commercial Litigation Arbitration and Mediation Banking and Financial Services Litigation.