Retention Strategies and Student Financial Literacy Tips for 2025 and Beyond

Retention Strategies and Student Financial Literacy Tips for 2025 and Beyond

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students sitting outside on campus

Higher education institutions in the U.S. are facing increasing pressure to attract and retain students in today’s competitive landscape. Education affordability, the enrollment cliff, and evolving student expectations are just a few of the issues impacting collections and retention. By implementing effective retention strategies, institutions can improve student success and strengthen brand reputation while helping to enhance long-term financial stability.

Join Flywire and expert panelists from the University of Tennessee, Knoxville for a timely discussion on effective retention strategies and financial literacy tips to ensure a successful return to campus in the new year for you and your students.

Learning Objectives

After this webinar, you will be able to—

  • Implement effective strategies to attract, engage and retain students to encourage continued enrollment.
  • Share financial literacy tips and illustrate how technology can increase student engagement and retention.
  • Foster meaningful connections between students, faculty, and staff.

Recording

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


Sponsor

This NACUBO Partner Webinar is created by and offered free for members thanks to:

Flywire

This webinar and associated materials are provided for general informational purposes only. The views expressed in the webinar are those of the sponsor and/or individual speakers and not NACUBO. NACUBO does not necessarily endorse any information, views, products, or services discussed in the webinar.

CPE Available: 1 Credit in Specialized Knowledge

Each individual must register and attend separately to earn credit.

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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: 

  1. 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. 
  2. Submit the CPE check-out code displayed at the end of the webinar.
  3. Download your CPE certificate. 

You have until 5 pm Eastern Time on Friday, December 13, 2024, 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.

Jeff Gerkin

Executive Director, EM Operations and Financial Initiatives

University of Tennessee, Knoxville

Jeff Gerkin currently serves as the executive director of enrollment management operations and financial initiatives. In this role, he coordinates the federal, state, and institutional financial aid vision and goals across the university to create financial opportunities and access for students. He has dedicated his professional career to helping students achieve their higher educational goals and career aspirations. Gerkin’s professional experience in higher education spans over 3 decades, including both private and public institutions. After joining UT in 1992, he was named director of financial aid and scholarships in 1999. He earned an M.S. degree in college student personnel from the University of Tennessee, Knoxville and a B.S. degree from Johnson University. 

Stephanie Sieggreen

Director, International Recruitment and Outreach

University of Tennessee, Knoxville

Stephanie Sieggreen serves as the inaugural director of international recruitment for the University of Tennessee, Knoxville, where she is currently pursuing a PhD within higher education administration and public policy. Having studied, volunteered, and worked abroad along with 20 plus years within higher education, Sieggreen relates to the unique nuances presented to international students and their families exploring universities outside of their home country. 

Before her career within higher education, Sieggreen served as a Peace Corps volunteer in Kazakhstan within the economic development sector. Following her Peace Corps service, she obtained a graduate assistantship completing a master’s in business administration. Sieggreen's contributions to higher education extend well beyond her university role. She currently serves as the government liaison and past chair for Study Tennessee, the state's consortium of educational institutions. Sieggreen is also appointed by the U.S. International Trade Administration as a member of the U.S. Commercial Service District Export Council for Middle and East Tennessee. Recently elected as Board President-Elect for the Association of International Enrollment Management, she is also a founding institutional representative and volunteer for IC3 (International Career and College Counseling), a global initiative that provides training and support worldwide. Additionally, Sieggreen is an active member of East Tennessee's local refugee board.

Scott Sportsman

AVP for Innovation and Enrollment Research

University of Tennessee Knoxville

Dr. Scott Sportsman is the Assistant Vice Provost for Innovation and Enrollment Research in the Enrollment Management (EM) division at the University of Tennessee. Previously, he served as Executive Director of Research and Analytics and Chief Strategy Officer at UTK. In his current role, Dr. Sportsman directs the EM Technology Team and Innovation Team and leads the EM Research and Analytics team. His leadership focuses on advancing research and initiatives aimed at enhancing student enrollment, success, and satisfaction. Through his team's efforts, Dr. Sportsman provides actionable, timely research, comprehensive reports, and predictive analytics to support divisional objectives. This work is essential for recruiting students who will succeed at UT and identifying key activities and processes that foster student achievement throughout their academic journey. Prior to joining UT, Dr. Sportsman was Chief Strategy Officer and Senior Director of Research and Analytics at Miami University for six years and held the position of Director of Institutional Research at the College of Mount St. Joseph for eight years. Before transitioning to administrative roles, he spent 18 years teaching mathematics at the College of Mount St. Joseph, Western Carolina University, and California State Polytechnic University, Pomona. Dr. Sportsman earned his Ph.D. from the University of Illinois and holds both a Master’s and a Bachelor’s degree from Truman State University.

Jim Garrant

Director, Client Advocacy and Associations, Education

Flywire

As a 25+ year higher ed veteran, Jim Garrant has held client facing positions in the student accounts/financial services departments at Boston University, Wheaton College, Wellesley College, and Lasell University. Garrant is currently the director of EDU client advocacy and associations at Flywire, focused on identifying and driving new strategic relationships and increasing brand awareness by aligning with education-based associations in global markets to assist in driving sales through the creation of advisory groups, networking opportunities, speaking events, and other direct sales strategies. 

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Retention Strategies and Student Financial Literacy Tips for 2025 and Beyond
12/12/2024 at 2:00 PM (EST)  |  60 minutes
12/12/2024 at 2:00 PM (EST)  |  60 minutes The Zoom room will open 15 minutes before the start time. To enter the room, click “Enter Webinar.”
Webinar Evaluation
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6 Questions Let us know about your experience in this webinar. This evaluation is not required for CPE credit.
Earn CPE Credit
CPE Codeword Quiz
5 Questions  |  1 attempt  |  3/5 points to pass
5 Questions  |  1 attempt  |  3/5 points to pass 5 codewords were posted in the chat during this webinar. Select at least 3 correct codewords within this multiple-choice quiz to be eligible for CPE credit.
CPE Check-Out Code
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Enter code to continue. Submit the check-out code that was displayed at the end of the webinar. Click the eye icon to view and double-check the code before submitting. The code is case sensitive.
CPE Certificate
Live Viewing: 1.00 CPE credit and certificate available
Archive Viewing: No credits available and no certificate available
Live Viewing: 1.00 CPE credit and certificate available
Archive Viewing: No credits available and no certificate available Download your certificate to finalize earning your CPE credit.
Flywire

Flywire has been helping institutions solve student financial problems since 2011. Whether you need a payments partner, or all-in-one student financial software to manage the entire journey, Flywire has you covered. Our solutions integrate directly with your system of record to eliminate manual work and ensure accuracy from billing through payment, reconciliation and past-due collection management. Backed by our powerful global payment network, first-class security, and world-class support, Flywire brings innovative, automated technology to every step of your billing and payment process to help you improve the student experience, ease operations and increase cash flow. Visit edu.flywire.com to learn more and contact us to discuss your institution’s needs, your students’ experience, and how Flywire can help!

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