1. Third-party Default Prevention A Panel Discussion

2.  Introductions  Panel Discussion  Q&A Agenda

3. Kevin Harris Director Customer Operations & Support TG Round Rock, TX

4. Judith Witherspoon Senior Vice President Edfinancial Services Knoxville, TN

5. Deb Barker-Garcia Vice President, Financial Aid CCi Los Angeles, CA

6. Rhonda Mohr Specialist, Student Financial Aid California Community College Chancellor’s Office Sacramento, CA

7. Josh Morey Associate Director, Financial Aid California Baptist University Riverside, CA

8. Moderator: Eric Johnson President Student Outreach Services Indianapolis, IN

9. Panel Discussion

10. At what point does your institution become concerned about student loan default/cohort default rates? Does the answer depend on school type?

11. What factors help determine which default management activities or responsibilities should be outsourced vs. maintained in-house? Why?

12. What are your expectations of third- party default prevention providers?

13. What are some key features or attributes that are important when selecting a provider?

14. Is your buying process more formalized (RFI/RFP) or does your situation allow you the flexibility to make a sole-source purchase? Why?

15. What tips can you share about budgeting for default prevention services? How can budget constraints impact the buying process?

16. How do you effectively communicate a third-party relationship to borrowers? How do student borrowers respond to the addition of a third-party provider?

17. How can you determine if a partnership has been successful over the short-term and the long-term?

18. Is there any other information you would like to share with the audience?

19. Audience Q&A