Home > Events and Programs > 2013 Student Financial Services Conference
2013 Student Financial Services Conference
March 10-12, 2013
Renaissance Austin Hotel
Austin, TX
Overview
This comprehensive conference covers the many policy, technical, and management issues impacting student financial services operations on campus. Bursars, student financial services directors, loan collectors, financial aid administrators, and staff will find great value in plenary sessions addressing big picture issues and legislative and regulatory developments, and concurrent sessions covering a wide range of topics. Speakers from a diverse pool of institutions will share their experiences, solutions, and best practices in a variety of areas such as collections, payment processing, new technologies, compliance, and customer service. An active exhibit area allows participants easy access to more than 30 service providers. As always, opportunities are offered throughout the program to network with colleagues, speakers, and exhibitors.
Optional Workshops
For those new to student financial services or for those who just want a refresher, the Bursar Fundamentals preconference program on March 10 provides a comprehensive look at the role of the bursar on campuses-large and small. Back by popular demand is the updated Legal Aspects of Collections postconference workshop on March 12. Attorney Chad Echols will explain bankruptcy laws in a fun and engaging way. You will learn tools and sample language to help assist in the collections processes.
The Bursar Fundamentals and Legal Aspects of Collections programs both require a separate registration and an additional fee.
For those new to student financial services or for those who just want a refresher, the Bursar Fundamentals preconference program on March 10 provides a comprehensive look at the role of the bursar on campuses-large and small. Back by popular demand is the updated Legal Aspects of Collections postconference workshop on March 12. Attorney Chad Echols will explain bankruptcy laws in a fun and engaging way. You will learn tools and sample language to help assist in the collections processes.
The Bursar Fundamentals and Legal Aspects of Collections programs both require a separate registration and an additional fee.
Who Should Attend
- Bursars
- Business Officers
- Controllers
- Financial Advisers
- Financial Aid Administrators
- Integrated Services Staff
- Student Financial Services Directors
- Student Loan Managers
What You'll Learn
- Keep up to date with regulatory and policy changes
- Discover ways to improve service and increase efficiencies
- Learn how to lead change, manage staff, and work cooperatively across offices
Prerequisites
No prerequisites and/or advance preparation required.
Course Level
Estimated CPEs
Participants will be awarded up to 14 CPE credits. CPE credits can be earned in the following categories:
Specialized Knowledge and Application
Fees
Member Early Registration: $700.00Non-Member Early Registration: $850.00
(Early bird ends 2/11/2013)
Schedule
Sunday, March 10
| 9:00 am | Pre-Conference Program: Bursar Fundamentals Speaker(s): This preconference is designed for those new to the business office, student financial services, or the higher education workplace, or those who just want a refresher on the core responsibilities of the student accounts area.
Note: A separate registration and additional fee ($109 member, $139 non-member) is required to attend this pre-conference program. You can register by selecting "Register Now" above. The program will run from 9 AM - 3 PM and lunch will be provided. Topics will include:
|
| 1:30 pm | Registration and Exhibits Open |
| 3:30 pm | Welcome and Opening Remarks Speaker(s): |
| 3:45 pm | Leveraging Your Strengths at Work and in Life Speaker(s): |
| 5:00 pm | Discussion Roundtables |
| 5:45 pm | Networking Reception in Exhibit Hall |
Monday, March 11
| 7:00 am | Continental Breakfast in Exhibit Hall |
| 8:00 am | Three Patterns to Deception and a Radical Path to the Truth Pam Meyer, author of LieSpotting Studies reveal that we encounter an average of 10-200 lies per day. Meyer’s presentations combine her extensive training and research with soft skills and business acumen to deliver an interactive presentation teaching attendees how to recognize the facial expressions, gestures and language of deception. Attendees leave a Meyers presentation armed with tools for better buying, protecting, interviewing and negotiating. |
| 9:15 am | General Session |
| 10:15 am | Refreshment Break in Exhibit Hall |
| 10:45 am | Concurrent Session: 1, 2, 3- What Do We See? Staff Accountability in SFS Speaker(s): |
| 10:45 am | Concurrent Session: Leveraging Collaboration Between Financial Aid and Student Accounts Speaker(s): |
| 11:50 am | Lunch in Exhibit Hall |
| 1:00 pm | Concurrent Session: Achieving Sustainability Through Green Office Practices Speaker(s): |
| 1:00 pm | Concurrent Session: NACUBO’s VA Working Group: Benefits Processing Update Speaker(s): |
| 1:00 pm | Concurrent Session: Streamlining the SFS Office Speaker(s): |
| 2:20 pm | Concurrent Session: Financial Literacy- One Program May Not Fit All Speaker(s): |
| 2:20 pm | Concurrent Session: Six Strategies to Increase Student Retention and Tuition Payments Speaker(s): |
| 2:20 pm | Concurrent Session: That'll Never Happen to Us- SFS Data Security Program Speaker(s): |
| 3:30 pm | Refreshment Break in Exhibit Hall |
| 4:00 pm | Concurrent Session: It Can Be Done: Improving Organizational Effectiveness and Service Levels Speaker(s): |
| 4:00 pm | Concurrent Session: Making Financial Cents Out of International Payments Speaker(s): |
| 4:00 pm | Concurrent Session: Stanford University's Student Services Center and AskJane Speaker(s): |
| 5:00 pm | End of day |
Tuesday, March 12
| 7:00 am | Continental Breakfast in Exhibit Hall |
| 8:00 am | Washington Update Speaker(s): |
| 9:30 am | Concurrent Session: Perkins Loan Assignments Speaker(s): |
| 9:30 am | Concurrent Session: SFS Benchmarking Study Speaker(s): |
| 9:30 am | Concurrent Session: The Consumer Financial Protection Bureau and Higher Education- What it Means for You Speaker(s): |
| 10:30 am | Refreshment Break in Exhibit Hall |
| 11:00 am | Concurrent Session: Engaging Parent Support Speaker(s): |
| 11:00 am | Concurrent Session: PCI DSS Compliance- How Ready Are You? Speaker(s): |
| 11:00 am | Concurrent Session: Rountables Speaker(s): |
| 12:00 pm | End of Program |
| 12:00 pm | Post-Conference Program: Legal Aspects of Collections Speaker(s): Note: A separate registration and additional fee ($89 member, $119 non-member) is required to attend this post-conference program. You can register by selecting "Register Now" above. The program will run from 12:15 PM - 5 PM and a boxed lunch will be provided. |
Hotel
Renaissance Austin Hotel
Nestled in the picturesque hills of Texas Hill Country, this luxury hotel provides a tranquil environment surrounded by nature trails and 95 breathtaking acres. Enjoy close proximity to downtown Austin, University of Texas, Sixth Street, Austin Bergstrom International Airport and the Domain Shopping Center, less than two miles away. From the dramatic nine-story atrium to the stylish oversized rooms and fine dining at Banderas, the upscale amenities rival the finest hotels in Austin.
Please click here to reserve your room today!
Visit the Renaissance Austin Hotel website for details, including restaurants, amenities, and nearby attractions.
Room Rate
Single: $179.00
Double: $179.00
For reservations, call 512.343.2626.
Rates are guaranteed until 2/11/2013, subject to availability.
Please review our registration policies.
Please Note: NACUBO professional development programs are often sell-outs. Please secure air and hotel reservations only after confirmation of registration.
Speakers
Whitney Alho
Associate Director
Loyola Marymount University
Associate Director
Loyola Marymount University
DeAhn Baucom
Director, Student Accounts & University Receivables
University of North Carolina at Chapel Hill
Director, Student Accounts & University Receivables
University of North Carolina at Chapel Hill
Lew Burley
Director, CFO Outreach
TIAA-CREF
Director, CFO Outreach
TIAA-CREF
Betsy Burton-Strunk
Senior Director, Sales Management East
Sallie Mae, Inc.
Senior Director, Sales Management East
Sallie Mae, Inc.
Sharon Butler
Director of Sales
peerTransfer
Director of Sales
peerTransfer
Liz Clark
Director, Congressional Affairs
NACUBO
SHOW FULL BIO » Liz Clark is Director of Congressional Affairs for the National Association of College and University Business Officers (NACUBO). Liz has been working to advance the goals and priorities of colleges and universities on Capitol Hill since 1999. She joined NACUBO after spending more than three and a half years leading the State University of New York (SUNY) System Office of Federal Relations in Washington, DC. Liz also served as Director of Federal Relations for Oregon State University and prior to that, she was Assistant Director of Federal Relations at Cornell University, where she was charged with overseeing Cornell University's first Washington, DC-based federal relations office. Liz has held several volunteer leadership positions with national higher education association and research university organizations and has served as a speaker and panelist at numerous conferences and events. In 2004, she was presented the Outstanding Service Award from the Association of Public and Land Grant Universities (formerly NASULGC) Council on Governmental Affairs. In 2006, the Associated Students of Oregon State University presented her with the “Order of the Orange” award for contributions and service to the student organization. A native of Liberty, NY, Liz is a graduate of Binghamton University (SUNY) and received a Master’s of Science degree in Policy Analysis and Management from Cornell University. While in graduate school, she also completed a fellowship at the University at Albany's Center for Women in Government.
Director, Congressional Affairs
NACUBO
SHOW FULL BIO » Liz Clark is Director of Congressional Affairs for the National Association of College and University Business Officers (NACUBO). Liz has been working to advance the goals and priorities of colleges and universities on Capitol Hill since 1999. She joined NACUBO after spending more than three and a half years leading the State University of New York (SUNY) System Office of Federal Relations in Washington, DC. Liz also served as Director of Federal Relations for Oregon State University and prior to that, she was Assistant Director of Federal Relations at Cornell University, where she was charged with overseeing Cornell University's first Washington, DC-based federal relations office. Liz has held several volunteer leadership positions with national higher education association and research university organizations and has served as a speaker and panelist at numerous conferences and events. In 2004, she was presented the Outstanding Service Award from the Association of Public and Land Grant Universities (formerly NASULGC) Council on Governmental Affairs. In 2006, the Associated Students of Oregon State University presented her with the “Order of the Orange” award for contributions and service to the student organization. A native of Liberty, NY, Liz is a graduate of Binghamton University (SUNY) and received a Master’s of Science degree in Policy Analysis and Management from Cornell University. While in graduate school, she also completed a fellowship at the University at Albany's Center for Women in Government.
Linda Combs
Director, University Business Office
James Madison University
SHOW FULL BIO » Linda Combs has been with James Madison University since 1992 and has been Director of the University Business Office since 2001. She received a B.S. In mass communciations with a concentration in journalism from JMU. The JMU Business Office is responsible for over 19,000 student accounts, student billing, departmental charges, cashiering, university accounts receivable, all credit card processing and PCI compliance, Perkins Loan program, domicile reclassification and student ticket sales. She has previously presented at NACUBO conferences and webcasts, state conferences and on behalf of third party vendors.
Director, University Business Office
James Madison University
SHOW FULL BIO » Linda Combs has been with James Madison University since 1992 and has been Director of the University Business Office since 2001. She received a B.S. In mass communciations with a concentration in journalism from JMU. The JMU Business Office is responsible for over 19,000 student accounts, student billing, departmental charges, cashiering, university accounts receivable, all credit card processing and PCI compliance, Perkins Loan program, domicile reclassification and student ticket sales. She has previously presented at NACUBO conferences and webcasts, state conferences and on behalf of third party vendors.
David L. Cooper
Senior Vice President, Sales & Marketing
CMD Outsourcing Solutions, Inc.
Senior Vice President, Sales & Marketing
CMD Outsourcing Solutions, Inc.
Tyson Cooper
Student Financial Services Supervisor
Southern Virginia University
Student Financial Services Supervisor
Southern Virginia University
Carmela Crawford
Director, Organizational Development & HR
TIAA-CREF
Director, Organizational Development & HR
TIAA-CREF
Chad V. Echols
Outside General Counsel
The Echols Firm, LLC
SHOW FULL BIO » A Rock Hill native, Chad graduated in 1998 from Clemson University with a Bachelor of Science in Forest Resource Management. 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, Chad was a law clerk for the Honorable John C. Hayes III in the Sixteenth Judicial Circuit of South Carolina. Before starting The Echols Firm, LLC, Chad practiced with Hamilton Martens & Ballou and served as vice president and general counsel for Williams & Fudge, Inc. Williams & Fudge is a national student loan collection agency located in Rock Hill. He now serves as outside general counsel to Williams & Fudge. His practice focuses on the Fair Debt Collection Practices Act, the Fair Credit Reporting Act, business law and litigation. He is a member of the South Carolina Bar Association and ACA International's Member Attorney Program. Chad serves on the Board of Directors for the York County Department of Disabilities and Special Needs, the York County Children's Attention Home Charter School, York County Clemson Club, and he is an Elder at Oakland Avenue Presbyterian Church, USA. Chad is married to Anna Echols and has a son named Guy (4) and a daughter named Liza (2). Chad has considerable experience in the areas of Fair Debt Collection (FDCPA) and practices primarily in the area of business law and litigation, including: Federal and State Trial and Appellate Representation, Construction Litigation, Commercial Litigation, Arbitration and Mediation, Banking and Financial Services Litigation, Bar and Court Admissions South Carolina, United States District Court For the District of South Carolina, United States Fourth Circuit Court of Appeals.
Outside General Counsel
The Echols Firm, LLC
SHOW FULL BIO » A Rock Hill native, Chad graduated in 1998 from Clemson University with a Bachelor of Science in Forest Resource Management. 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, Chad was a law clerk for the Honorable John C. Hayes III in the Sixteenth Judicial Circuit of South Carolina. Before starting The Echols Firm, LLC, Chad practiced with Hamilton Martens & Ballou and served as vice president and general counsel for Williams & Fudge, Inc. Williams & Fudge is a national student loan collection agency located in Rock Hill. He now serves as outside general counsel to Williams & Fudge. His practice focuses on the Fair Debt Collection Practices Act, the Fair Credit Reporting Act, business law and litigation. He is a member of the South Carolina Bar Association and ACA International's Member Attorney Program. Chad serves on the Board of Directors for the York County Department of Disabilities and Special Needs, the York County Children's Attention Home Charter School, York County Clemson Club, and he is an Elder at Oakland Avenue Presbyterian Church, USA. Chad is married to Anna Echols and has a son named Guy (4) and a daughter named Liza (2). Chad has considerable experience in the areas of Fair Debt Collection (FDCPA) and practices primarily in the area of business law and litigation, including: Federal and State Trial and Appellate Representation, Construction Litigation, Commercial Litigation, Arbitration and Mediation, Banking and Financial Services Litigation, Bar and Court Admissions South Carolina, United States District Court For the District of South Carolina, United States Fourth Circuit Court of Appeals.
Christy Egler
Bursar
Ohio Dominican University
Bursar
Ohio Dominican University
Judith Nemerovski Flink
Executive Director, Student Financial Services & Cashier Operations
University of Illinois at Chicago
Executive Director, Student Financial Services & Cashier Operations
University of Illinois at Chicago
David Glezerman
Assistant Vice President and Bursar
Temple University
Assistant Vice President and Bursar
Temple University
Anne C. Gross
Vice President, Regulatory Affairs
NACUBO
Vice President, Regulatory Affairs
NACUBO
Brian Hill
Director of Student Accounts
Carnegie Mellon University
Director of Student Accounts
Carnegie Mellon University
Barbara Ann Hoblitzell
Senior Vice President
Sallie Mae Campus Solutions
Senior Vice President
Sallie Mae Campus Solutions
John M. Hockersmith
Associate Director of Accounts Receivable Operations and Student Loans and Collections
University of Illinois University Administration
Associate Director of Accounts Receivable Operations and Student Loans and Collections
University of Illinois University Administration
Michael Jacubenta
Director of Student Financial Services, University Billing & General Receivables
Emory University
Director of Student Financial Services, University Billing & General Receivables
Emory University
Debora K. Jones
Director, Collections
University of Cincinnati Main Campus
Director, Collections
University of Cincinnati Main Campus
Craig S. Lockwood
VP, Strategy & Planning
Tuition Management Systems
VP, Strategy & Planning
Tuition Management Systems
Marsha Lovell
Director, Student Financial Services
University of California, Los Angeles
Director, Student Financial Services
University of California, Los Angeles
Pearl Natali
Associate Director, Student Financial Services
Columbia College Chicago
Associate Director, Student Financial Services
Columbia College Chicago
Lissa Perrone
Assistant Director & Bursar
Oregon State University
Assistant Director & Bursar
Oregon State University
Christopher Ramos
Student Accounts Manager
University of California, Los Angeles
Student Accounts Manager
University of California, Los Angeles
Ruth Sharp
Bursar
California Institute of Technology
Bursar
California Institute of Technology
Joseph Shroyer
Associate Director
University of Illinois University Administration
Associate Director
University of Illinois University Administration
David Robert Smedley
Associate Director, Compliance & Training
George Washington University
Associate Director, Compliance & Training
George Washington University
Rosemary M. Stallbaumer
Director, Student Financial Services
University of San Diego
Director, Student Financial Services
University of San Diego
Melissa J. Stone
Director, Student Financial Services
University of Delaware
SHOW FULL BIO » Melissa Stone has been with the University of Delaware since June 2006, starting as Director of Billing and Collection. A demonstrated commitment to improving service levels and operational efficiency, led to new role leading the Student Financial Services organization as Director in Spring 2010. With 15 years in higher education, Ms Stone served in various roles at Niagara University prior to coming to UD. These roles provided experience in management and leadership with an emphasis on student financials and functional system development. Ms. Stone earned both her bachelor's degree in political science and her Master's degree in Business Administration from Niagara University.
Director, Student Financial Services
University of Delaware
SHOW FULL BIO » Melissa Stone has been with the University of Delaware since June 2006, starting as Director of Billing and Collection. A demonstrated commitment to improving service levels and operational efficiency, led to new role leading the Student Financial Services organization as Director in Spring 2010. With 15 years in higher education, Ms Stone served in various roles at Niagara University prior to coming to UD. These roles provided experience in management and leadership with an emphasis on student financials and functional system development. Ms. Stone earned both her bachelor's degree in political science and her Master's degree in Business Administration from Niagara University.
Louisa Vakili
Director of Student Financial Services and Bursar
Loyola Marymount University
Director of Student Financial Services and Bursar
Loyola Marymount University
Christine Wages
Director of Student Accounts
Flagler College
SHOW FULL BIO » Director of Student Accounts; employed with Flagler College for 21 years. Has been involved in Flagler's transition from 3 x 5 cards, to paper processing, to on line processing. Attended Valdosta State College.
Director of Student Accounts
Flagler College
SHOW FULL BIO » Director of Student Accounts; employed with Flagler College for 21 years. Has been involved in Flagler's transition from 3 x 5 cards, to paper processing, to on line processing. Attended Valdosta State College.
Kimberly Wagner
Managing Director, Student Financial Services
Elgin Community College
SHOW FULL BIO » With 13 years of accounting experience, Kimberly Wagner has gained majority of her higher education experience in the community college sector. After leaving the corporate auditing field, Kimberly began at Elgin Community College (ECC) in 2002 as the college's first Manager of Grant Compliance. In this role, she was responsible for college wide compliance with federal, state, and local grant regulations. While in this position, she received a certification of Grants Management from Management Concepts. In February 2006, Kimberly began her role as the Assistant Controller-Accounts Receivable where she was responsible for the Student Accounts office and all ECC’s receivables. In May 2008, Kimberly was given the opportunity to become the Managing Director, Student Financial Services. In this role, Kimberly is responsible for the operations and regulatory compliance within the Financial Aid and Student Accounts offices. Kimberly has her Bachelors of Arts with an emphasis in Accounting from Augustana College, Rock Island, Illinois and her MBA from Keller Graduate School of Management, Oakbrook, Illinois.
Managing Director, Student Financial Services
Elgin Community College
SHOW FULL BIO » With 13 years of accounting experience, Kimberly Wagner has gained majority of her higher education experience in the community college sector. After leaving the corporate auditing field, Kimberly began at Elgin Community College (ECC) in 2002 as the college's first Manager of Grant Compliance. In this role, she was responsible for college wide compliance with federal, state, and local grant regulations. While in this position, she received a certification of Grants Management from Management Concepts. In February 2006, Kimberly began her role as the Assistant Controller-Accounts Receivable where she was responsible for the Student Accounts office and all ECC’s receivables. In May 2008, Kimberly was given the opportunity to become the Managing Director, Student Financial Services. In this role, Kimberly is responsible for the operations and regulatory compliance within the Financial Aid and Student Accounts offices. Kimberly has her Bachelors of Arts with an emphasis in Accounting from Augustana College, Rock Island, Illinois and her MBA from Keller Graduate School of Management, Oakbrook, Illinois.
James Ward
Research Analyst
NACUBO
Research Analyst
NACUBO
Jennifer Waters
Executive Director, Student Financial Services
Columbia College Chicago
Executive Director, Student Financial Services
Columbia College Chicago
Ken Wolterman
Bursar
University of Cincinnati Main Campus
SHOW FULL BIO » Ken graduated in 1985 from the University of Cincinnati with a BS in Accounting. He previously worked in the private sector before being hired by the University of Cincinnati in 1993. During his tenure at the University he has worked as a Business Manager in the College of Engineering, Associate Director in Sponsored Programs Accounting, Director of Business Affairs for the VP of Research, Graduate School and Provost Office. In 2007 he accepted the Bursar position. Ken has extensive experience in process re-engineering, core systems implementation (SAP Finance and HR) and compliance with federal regulations, including Title IV, A-21 and A-110.
Bursar
University of Cincinnati Main Campus
SHOW FULL BIO » Ken graduated in 1985 from the University of Cincinnati with a BS in Accounting. He previously worked in the private sector before being hired by the University of Cincinnati in 1993. During his tenure at the University he has worked as a Business Manager in the College of Engineering, Associate Director in Sponsored Programs Accounting, Director of Business Affairs for the VP of Research, Graduate School and Provost Office. In 2007 he accepted the Bursar position. Ken has extensive experience in process re-engineering, core systems implementation (SAP Finance and HR) and compliance with federal regulations, including Title IV, A-21 and A-110.
Dena Zlatunich
Student Services Specialist
Stanford University
Student Services Specialist
Stanford University
Program Overview
2013 Student Financial Services Conference
March 10-12, 2013
Fees (Early bird ends 2/11/2013)
- Member Early Registration: $700.00
- Non-Member Early Registration: $850.00
Estimated CPEs:14
Sponsors
Payment Options
For online registration NACUBO only accepts Visa, Mastercard, American Express, and Diners Club
To pay by check or purchase order
please use our
mail-in registration forms
For further assistance contact
Customer Support:
1.800.462.4916
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: www.learningmarket.org.
