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User Conference | May 19-21 | Hollywood, Florida

Three companies. One (stellar) user community.

Campus Ivy, CourseKey, and Verity are co-hosting a user conference like no other. Join over 30 leading industry experts and hundreds of peers from the career education space in Hollywood, Florida for Momentum 2025. During this two-day event, you'll discover the latest industry tactics, trends, and technology, learn how to level up your methods from experts, and build your network in a laid-back, fun environment. After all, it's easier to create forward progress when we're all rowing in the same (right) direction.

Campus Ivy Follow me on LinkedIn

Experts at Financial Aid Software & Services

CourseKey Follow me on LinkedIn

Makers of Student Mobile Apps and Intervention Software

Verity IQ Follow me on LinkedIn

Pioneers of Powerful CRM and SIS Software

Registration is open!

Snag your spot before the regular registration deadline (May 2). After May 2, registration goes up from $349 to $500. 
 
Your registration includes:
  • Access to all general, breakout, and user training sessions
  • Continental breakfasts, refreshments & lunches for two (2) main session days (Tuesday & Wednesday)
  • Customer Appreciation Dinner on Tuesday evening
  • Sponsored giveaways

An A+ agenda is in the works.

04:00 - 06:00

Hotel Check-In and Momentum Registration

Did you reserve your room at the conference venue? Now's the time to check in. Event registration will take place on the 9th floor. Stop by our registration desk to get your name badge and event materials.
06:00 – 08:00

Welcome Reception

Welcome to our inaugural event as a combined company! We're excited to kick off our time together with some music, drinks, and maybe a little magic at the rooftop pool. Thank you to Alvarez & Mendoza, PA for sponsoring this cocktail party.
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Momentum_Sponsor_Logos_LP_Alvarez
07:30 - 08:30

Continental Breakfast

08:30 - 09:00

Momentum Kickoff

Our emcees (Kim Verga and Mark Fuller) will start the day off right with a message of gratitude for our customers, sponsors, and teammates in attendance - then reveal our official combined brand for the first time "IRL"!
09:00 - 09:50
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Keynote: The Science of Innovation

After researching and working with Portico leaders, Larry will tie in his innovation methodology to leveraging technology for good – and inspire attendees to think simple, think different, and think big.
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Larry Keeley
Innovation Scientist
10:00 - 10:50
Chris DeLuca_square

Keeping Up With Washington

There’s been a flurry of activity in Washington DC over the past year. The new administration has initiated significant changes to the U.S. Department of Education. New Title IX regulations have come and gone. Changes to the change in ownership regulations have created both opportunities as well as challenges, even for schools who are not intending to affect a change in control. Attorney Chris DeLuca will update us on the latest developments and discuss how to plan for these challenging times.
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Chris DeLuca
Attorney, DeLuca Law LLC
10:00 - 10:50
LeighAnn Bailey

SIS 101: Overview of the Student Information System

Join us for an eye-opening demonstration of our comprehensive Student Information System. Discover how our intuitive, all-in-one platform empowers educational institutions to effortlessly manage everything from admissions to graduation and beyond.This session will showcase how our SIS supports any academic and institutional structure - whether clock or credit hour, modular or nonstandard - while delivering holistic reports.
LeighAnn Bailey
LeighAnn Bailey
Product Manager, Verity
10:00 - 10:50
Kristin Woods

CRM 101: Tips & Tricks for Leveraging Verity Dialog

CRM Training - Part 1. Unlock the full potential of Verity Dialog with practical tips, smart automation strategies, and communication hacks to streamline your workflow, along with common pitfalls and mistakes that hinder data and team performance. Whether you're new to the platform or looking to level up, this session will help you organize, engage, and grow more effectively with real-world examples and expert insights.
Kristin Woods
Kristin Woods
Product Manager, Verity
11:15 - 12:00

Expert Panel: Ask the Auditors

Thanks to members of Sikich, Alvarez Mendoza LaBounty, and McClintock for sharing words of wisdom with our audience. This session will be moderated by Siana Stewart. Submit your burning questions ahead of time and ask the experts ‘anything.’
11:15 - 12:00
LeighAnn Bailey

Blueprint for SIS Configuration

This comprehensive session explores critical configuration elements that form the foundation of your SIS.Dive deep into the interconnected relationships between programs, academic calendars, classes, and gradebooks that drive day-to-day operations. Discover how seemingly small configuration flags can dramatically impact report outcomes across your institution. We'll explore the precise settings needed for critical compliance requirements, including ledger settings and student placement tracking.
LeighAnn Bailey
LeighAnn Bailey
Product Manager, Verity IQ
11:15 - 12:00
Kristin Woods

Optimizing Student Recruitment with CRM

From managing multiple communication channels to setting up strategic campaigns, Kristin will walk through practical tips for smart recruitment using key features and functionality within the CRM.
Kristin Woods
Kristin Woods
Product Manager, Verity IQ
12:00 - 01:00

Lunch Buffet

01:15 - 02:00
Arlette Petersson

Mastering Compliance: How to Launch & Sustain Excellence in Higher Education

In an era of heightened regulatory scrutiny and increasing public accountability, higher education institutions must establish and maintain robust compliance programs that go beyond simple adherence to rules—they must become integral to institutional culture. This presentation explores the strategic value of compliance programs as tools for risk mitigation, operational excellence, and institutional integrity.
Arlette Petersson
Dr. Arlette Petersson
Chief Compliance Officer, Aquinas Group
01:15 - 02:00
Todd Northup

Overview of Attendance Functionality & Key Features

Unlock the full potential of your attendance system in this quick-hit overview designed to showcase its most powerful features and functionalities. Whether you're new to the platform or looking to optimize your current setup, this session breaks down everything from streamlined check-ins and real-time tracking to reporting tools and automation options. Join us to see how you can make attendance management smarter, faster, and more effective.
Todd Northup
Todd Northup
Enterprise Account Manager, CourseKey
02:10 - 03:00
Rosha Harrison_square

Overview of Financial Aid Software: Best Practices & CORE Insights

This demonstration of the CORE system will explore the key functionalities. Attendees will have an opportunity to see all aspects of the system. It is an interactive session where new users can gain clarification and insight.
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Rosha Harrison
Director of FA processing, Campus Ivy
02:10 - 03:00
Antoine Zervudacki

The Engagement Code: How to Capture and Activate Audiences Across the Higher Ed Ecosystem

Learn how to turn “data into drama”, speak your audience’s language, and lead your institution through a more human-centered transformation.
Antoine Zervudacki
Antoine Zervudacki
CEO, Bunji Growth
02:10 - 03:00
LeighAnn Bailey

From Tedious to Automatic: Workflow Events within the SIS

Say goodbye to repetitive manual tasks and hello to streamlined efficiency! This session showcases how our SIS Lifecycle Workflow Events transform institutional operations by automating routine communications to students and staff while ensuring operational processes are consistently followed every time. This hands-on session will review options and settings available within the system, providing you with practical knowledge you can implement immediately. Attendees will leave with a comprehensive understanding of which workflow automation tools are available and step-by-step guidance on how to implement these powerful features at their institution.
LeighAnn Bailey
LeighAnn Bailey
Product Manager, Verity
03:00 - 03:30

Snack & Refreshment Break

03:30 – 04:15
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Keynote: State of the Sector

Get the latest updates on the career education space – what’s changing, what’s coming soon – and get inspired by the concept of an education ecosystem.
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Dr. Jason Altmire
President and CEO, CECU
04:20 - 05:00
Kristin Woods

CRM 201: Tips & Tricks for Leveraging Verity Dialog

Part 2 of CRM training. Level up your Verity Dialog game with advanced tactics for admissions and marketing — including marketing automation, smarter data use, and strategic workflows to boost results.
Kristin Woods
Kristin Woods
Product Manager, Verity
04:20 - 05:00
Shannon Weitz_square

Overview of Smart Nudges & Their Impact on Student Success

A small push can lead to big results. In this session, we’ll explore how smart nudges are helping students stay on track, stay engaged, and succeed. Whether you're curious about implementation or eager to enhance your current strategies, this session will leave you inspired to harness the power of a well-timed nudge.
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Shannon Weitz
Product Manager, CourseKey
04:20 - 05:00
Sarah Scott

The Funding Estimate & You

This Funding Estimate is an advanced tool that functions within the Core system. It enables the financial aid team to quickly and accurately project TIV loans, grants, and institutional aid for the student. The session will cover the basics of creating a Funding Estimate as well as endeavor to demystify the data elements and automation processes built into the platform. It will also briefly touch on common issues that can be avoided and/or addressed to prevent errors.
Sarah Scott
Sarah Scott
FA Processing Team Trainer, Campus Ivy
06:30 - 08:00

Customer Appreciation Dinner

Attendees will enjoy a sit-down dinner while we recognize recipients of this year's Momentum Driver awards. Thank you to everyone for joining us in Florida this week! Cheers to building momentum in the year ahead!
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A shiny gold trophy-1
06:30 - 07:20

Rise & Shine: Beach Yoga

50 minutes of yoga and stretching to start the day on the warm Florida sand. Meet on Hollywood Beach right outside of Margaritaville's resort.
07:30 – 08:30

Continental Breakfast

08:45 - 09:00

Wednesday Kickoff & Updates

Get the lay of the land for the day + any reminders or updates from the hosts.
09:00 – 09:50
Daphne Dor-Ner

Keynote: The Vision: Sharing the Combined Product Roadmap for Campus Ivy, CourseKey, and Verity

Join Chief Product Officer, Daphne Dor-Ner, and the Portico Product Team for an inside look at what’s ahead for Portico’s products. In this session, we’ll unveil the combined product roadmap and share how we’re evolving, improving, and thoughtfully integrating our offerings to create a more unified and powerful experience.
Daphne Dor-Ner
Daphne Dor-Ner
Chief Product Officer, Portico
10:00 - 10:50
Kim Verga

Reporting Across Systems: Highlights from FA & SIS

This session will concentrate on the concept of reports in CORE. It will demonstrate using the dashboard as a report and delve into the Report Center.
Kim Verga
Kimberly Verga
SVP of Operations - Managed Service, Campus Ivy
10:00 - 10:50
Val-Bloomer_brighter

2025-26 FAFSA Scenarios 101 & SAI Impacting Elements

This session will focus on the new Student Aid Index (SAI) on the 2025-26 ISIR. A review of how certain data elements will affect the student ‘s eligibility calculation including specific FASFA scenarios to help guide the Financial Aid office.
Val-Bloomer_brighter
Valerie Bloomer
Senior Financial Aid Processor, Campus Ivy
11:00 - 11:50
Todd Northup

See the Skills Tracker in Action with Best Practices

Todd Northup
Todd Northup
Enterprise Account Manager, CourseKey
11:00 - 11:50
Cassandra Lee_square

Disbursement & Reconciliation Updates

This session will focus on the Disbursement and Reconciliation Processes within the CORE System. It will cover automated communication between COD and CORE. We will also explore the timing of the Disbursement Batch process from creation to funds drawdown.
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Cassandra Lee
Fiscal Disbursement and Reconciliation Manager
12:00 - 01:00

Lunch Buffet

01:15 - 02:00
LeighAnn Bailey

Hidden Gems: The New SIS Features You Might Have Missed

Are there powerful SIS tools sitting unused in your system right now? Join us for this interactive, fast-paced tour of the most valuable recent additions and improvements to our SIS that may have flown under your radar. Bring your questions and use cases. This highly interactive session encourages audience participation to explore how these hidden gems can address your specific institutional challenges. Whether you're a power user or still getting comfortable with the system, you'll leave with practical knowledge of valuable tools you can implement immediately.
LeighAnn Bailey
LeighAnn Bailey
Product Manager, Verity
01:15 - 02:00
Sarah Scott_edit

2025–2026 Pell Grants

The Federal Pell Grant formula is a long-held cornerstone of the student college financial aid package. In this session, we will briefly discuss Pell regulations as set forth by ED. However, most of the session will be dedicated to learning how the Core system can tackle the -sometimes tricky- rules of Pell awarding. Key takeaways will cover rounding, recalculating, limits, and Enrollment Intensities.
Sarah Scott_edit
Sarah Scott
FA Processing Team Trainer, Campus Ivy
01:15 - 02:00
Kristin Woods

Improving Data Accuracy & Accessibility in Document Management Systems

Accurate, accessible data is the foundation of efficient document management. In this session, we’ll explore strategies to improve data integrity, streamline access, and reduce errors within your document management system. Topics include setting up standardized naming conventions and tagging best practices, establishing version control, managing user permissions, and using automation to maintain consistency. Walk away with actionable steps to improve data quality and ensure your team can find what they need—when they need it.
Kristin Woods
Kristin Woods
Product Manager, Verity
02:10 - 03:00
Lucy Noble

Overview and Impact of CourseKey Payments

Lucy Noble
Lucy Noble
Product Manager, CourseKey
02:10 - 03:00
Rosha Harrison_square

Comment Code Crosswalk

This session will give an overview of the 2025-26 Comment Code changes and how they differ from the 2024-25 award year. Certain key comment codes will be compared and differences highlighted.
Rosha Harrison_square
Rosha Harrison
Director of FA processing, Campus Ivy
03:00 - 03:20

Snack & Refreshment Break

03:20 - 04:10
Shannon Weitz_square

Upcoming "Wow" Feature from CourseKey

Get ready—something new is on the horizon! In this session, we’ll unveil a first look at an exciting new addition designed to help streamline efficiency. You’ll learn what it does, how it works, and how it can elevate your experience. Be among the first to see it in action and get insights into the impact it can make across your campus or team. This is your chance to preview what’s next—and help shape what’s possible.
Shannon Weitz_square
Shannon Weitz
Product Manager, CourseKey
03:20 - 04:10
Diarra Reynolds

Return to Title IV Updates

This session will cover the latest regulatory updates to the R2T4 and the Campus Ivy process. It will include the CORE R2T4 calculator configuration and functionality. We will take a deep look into how the institutional refund calculations are configured, as well as the different outputs.
Diarra Reynolds
Diarra Reynolds
Manager of the R2T4/Refund team
04:15 - 04:30

Closing Remarks & Prize Raffles

That's a wrap on Momentum 2025! Hope to see you next year.

Thank you to our sponsors.

A shiny gold trophy

Momentum Driver Awards

Know someone who's been making a positive difference for their institution, their team, or their students? Nominate them for a Momentum Driver award, aimed at recognizing the champions of change, progress, and growth within our community. Awards announced at the event!

Margaritaville Hotel

Reserve Your Hotel Room

Located just 8 miles from Fort Lauderdale's International Airport (FLL), Margaritaville Hollywood Beach Resort is the perfect spot for all of our event activities and offers an incredible guest experience. Our group rate guarantee ended on April 21, however, you can still call the hotel directly at 954-874-4444 and mention "Momentum 2025" to secure any special pricing available.

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Things to Do in the Area

One of Hollywood’s most distinctive features is the 2.5-mile Hollywood Beach Broadwalk, a paved pathway that runs along the edge of the beach, separating the beach from the shops and restaurants on the other side. Users can walk, jog, bike, or rollerblade along the Broadwalk while taking in the view of one of the most scenic beaches in South Florida.

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Frequently Asked Questions

Where can I find the full event agenda?
Our preliminary agenda is published on this page (scroll up a couple sections). You can look forward to a balance of industry insights as well as practical product training and inspiration.
Do I need to reserve my own hotel room?
Yes! If you're not from the area and/or need accommodations, we have reserved a room block at Margaritaville Hollywood Beach Resort. Each attendee should book his/her own room using this link to ensure the special event pricing of $209/night + tax: https://book.passkey.com/go/TradeSchoolSoftwareConference
What is the address of the event?
Margaritaville Hollywood Beach Resort is located at 1111 N Ocean Drive, Hollywood, Florida 33019.
What's the dress code for the event?
For the most part, expect others to be dressed in business casual attire during session hours. Our Welcome Reception on Monday evening will be hosted outdoors in the Florida climate, so be prepared with shorter sleeves and lighter materials. All other activities will be held indoors with air conditioning. Oh, and, considering the beach and pool access, you may want to bring your swimsuit to enjoy the warmth during downtime.