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Distance Learning
Distance Learning

OD: NACUBO Live! Student Financial Services Conference

Monday, March 14, 2016


Live Broadcast from the Student Financial Services Conference
Join us on Monday, March 14, 2016 for a live broadcast from the 2016 Student Financial Services Conference. You'll get access to four sessions, hear directly from panelists in real-time, earn credits, ask questions and have access to the on-demand recordings.
Please note:  this session is complimentary to attendees of the 2016 Student Financial Services Conference.

Sessions Broadcasting Live on Monday, March 14:

Getting Your Ducks in a Row
8:00 am CT
Speakers: Gina Curry, California State University, Sacramento and Anne C. Gross, NACUBO
Length of time: 75 minutes
CPE credit information: Specialized Knowledge and Application (1.5 credits)
NACUBO's Student Financial Services Council is active on a number of fronts, and helps oversee many of the association's efforts to better serve you. Learn about current undertakings and projects designed to help you do your job and contribute to your institution's - and your students' - success. The second part of the session will take an in-depth look at what colleges and universities need to do to implement the Department of Education's revised cash management rules.

 Implementing a Student Financial Responsibility Agreement
Time: 11:00 am CT
Speakers: Janet Burkhardt, University of Denver and Bryan D. Dickson, NACUBO
Length of time: 65-70 minutes
CPE credit information: Business Management & Organization (1 credit)
Financial responsibility agreements ensure that students understand their obligations and protect the institution from risk of default. Learn what a good agreement should address and how to gauge campus climate, prepare student accounts staff, and implement the agreement. Review applicable laws and regulations including the Fair Debt Collection Practices Act, the Telephone Consumer Protection Act, and Title IV and IRS notifications. 

 Institutional Loan Programs and Emergency Aid
Time: 2:40 pm CT
Speakers: Sarah Bauder, The Bill and Melinda Gates Foundation and Olivia Kynard, Holyoke Community College Length of time: 65-70 minutes
CPE credit information: Business Management & Organization (1 credit)
College completion isn’t just about earning academic credits. Meeting financial obligations and addressing unexpected student account shortfalls can stand in the way of a student’s ability to complete their college education. Learn how one institution successfully implemented an institutional loan program and enables students to purchase books and supplies prior to the start of classes with advances. Hear how the Gates Foundation is helping design flexible emergency aid structures that safeguard institutional funds yet quickly responds to student needs— while also empowering them to be financially capable.

 Student Retention – From a Financial Perspective and Beyond
Time: 4:20 pm CT
Speakers: Chris Simon and Shawn Mathis, Hendrix College
Length of time: 65-70 minutes
CPE credit information: Business Management & Organization (1 credit)
Look at retention on a grander scope than only taking into account risks related only to finances. Explore data gathering techniques that interweave finances with academic success, athletic involvement, and social life on campus. Then, hear how one campus used this data to target high retention risks and used various resources to be more proactive in keeping students through graduation.

Who Should Attend

  • Bursars
  • Controllers and Business Officers
  • Financial Advisers
  • Financial Aid Administrators
  • Integrated Services Staff
  • Student Financial Services 
  • Directors 
  • Student Loan Managers

Course and Registration Information

  • Length:  4.75 hours.


Member Registration NACUBO Live! SFS: $300.00
Non-Member Registration Fee: NACUBO Live! SFS: $600.00


Viewing a Program

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CPE Information

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: