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Events and Programs
Events and Programs

2018 Student Financial Services Conference

March 11-13, 2018
Hilton Orlando Lake Buena Vista - Disney Springs
Orlando, FL

Register Now


Sunday, March 11

8:30 AMPRE-CONFERENCE PROGRAM: Bursar Fundamentals

Doug Schantz, Wittenberg University
Kimberly Wagner, Elgin Community College

This pre-conference is designed for those new to the business office, student financial services, 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 ($129 member, $219 nonmember) is required to attend this pre-conference program. You can register by selecting "Register Now" above. The program will run from 8:30am-3:00pm. Lunch will be provided. 
1:30 PMRegistration and Exhibit Hall Open
2:00 PMNavigating the Change to 1098-T Reporting

Anne Gross, NACUBO

This is the year when the rubber hits the road: all schools must report amounts paid for qualified tuition and related expenses in Box 1 on the 1098-T for 2018 forms. In the absence of new substantive guidance from IRS, schools are faced with several decision points. Are you ready? Bring your questions—and your answers—to this interactive session.
*Note that this session is offered twice.
3:00 PMWelcome and Opening Remarks
3:15 PMWashington Update

Liz Clark, NACUBO
Bryan Dickson, NACUBO

We are one year into the Trump administration and midterm elections are just around the corner. Will we see a reauthorization of the Higher Education Act this year? What new regulations are being promulgated? NACUBO’s government relations team will share what’s happening in Washington—both on the Hill and at the federal agencies—that might impact your office and your campus.
4:45 PMCollection Best Practices

Janet Burkhardt, University of Denver
Erica Manuel, University of Colorado at Denver

4:45 PMLeveraging Relationships to Develop a Robust, Campus-wide Financial Literacy Program

Kelly Takahashi, Stanford University

Developing a financial literacy program that will impact students during their university careers and throughout their lives requires the dedication and focus of students, faculty, and staff from varied offices across campus. Identify key criteria for developing successful financial literacy programs on campus. You will review ways to overcome common obstacles to implementation, while understanding successful ways to engage students, staff, faculty, and outside leaders to support and build such programs.
4:45 PMThe Case for Compliance: Bursar Office Improves Performance via Review of Practices Policies

Raymond Kimmel, University of Cincinnati Main Campus
Nicole Morgan, University of Cincinnati Main Campus

As the result of a program review, the University of Cincinnati added a full-time compliance officer to the bursar’s office. In the midst of ever changing federal, state, and institutional rules, the position has grown to two FTEs and the office tackles a myriad of potential compliance issues using monthly internal audits, viable policy and procedures, and ongoing staff feedback. Gain a fresh perspective on the need for constant and continuous review of practices and procedures as you evaluate the effectiveness of your compliance practices.
6:00 PMWelcome Reception in the Exhibit Hall

Monday, March 12

8:00 AMNACUBO Student Financial Services Award Presentation
8:15 AMWhat You Need to Know about Student Affairs

Kevin Kruger, NASPA: Student Affairs Administrators in Higher Education

Over the past ten years, the roles of student affairs professionals have become significantly more complex. Serious issues such as sexual violence, campus protests, issues of race and gender identity, mental health concerns, Greek life and substance abuse have become central to their work. Other themes around degree attainment for low-income, first-generation and students of color and the need to improve career readiness for students require effective campus-wide partnerships. This session will explore this wide range of critical and very public issues that student affairs professionals face on campus.
9:40 AMConnecting with Students and its Impact on Retention

Kathy Meloon, SUNY Genesee Community College
Wendy Pursell, Kutztown University

Join us as we focus on student relationships that the bursar offices can build and maintain.  Hear how a four-year state school began reaching out to students around campus, instead of in their office.  Then hear how a community college is building relationships with their new students by immersing them into their community before school even starts as well as with an all-year mentoring program.  Bring and share successes you may have had building and maintaining relationships on your campus.  Students really do like when we say hello and see them on campus.
9:40 AMNavigating the Change to 1098-T Reporting

Anne Gross, NACUBO

This is the year when the rubber hits the road: all schools must report amounts paid for qualified tuition and related expenses in Box 1 on the 1098-T for 2018 forms. In the absence of new substantive guidance from IRS, schools are faced with several decision points. Are you ready? Bring your questions—and your answers—to this interactive session.
*Note that this session is offered twice.
9:40 AMSolving the Mysteries of PCI Compliance and Fraud Detection

Shakeel Khan, Augusta University
Bethany Welsh, Augusta University

Review best practices used to introduce, improve, and conquer Payment Card Industry compliance awareness on your campus. Tactics, checklists, and questionnaires to prepare for campus audits will be discussed, as well as an examination of the various personnel roles to include for the effort to be successful. Finally, learn how one institution manages fraud detection and how your campus can implement methods and tools to prevent fraudulent activity.
10:30 AMRefreshment Break
11:05 AMCreating a Successful Student Employee Program

Leena Abonasser, University of California, San Diego
Franklin Garrett, University of California, San Diego
Gayle Ta, University of California, San Diego

Explore one institution’s philosophy on leveraging student talent. Review various ways to engage students beyond transactional work and learn about student employee tools that can be adopted at your institution. You will also hear first-hand from a former student employee about how student financial services enhanced her college experience.
11:05 AMDoing More with Less

Charmaine Daniels, Morehouse College
Amanda Nguyen, Portland State University

Colleges and universities nationwide are facing challenges as the number of high school graduates decreases. Our offices are pressured to turn deposits into enrollments. Combine that with a focus on budgets and the ever-present call to justify staffing levels, and we are left needing a solution. Hear how two institutions have maintained service levels and decreased costs while maintaining an elevated level of customer service. This interactive discussion will focus on automation, task-sharing with other departments, and partnering with vendors.
11:05 AMTop 10 Compliance Findings

Steve Booker, Rollins College
Dana Kelly, National Association of Student Financial Aid Administrators
Mandy Sponholtz, National Association of Student Financial Aid Administrators

Every year, the Department of Education publishes its top 10 compliance findings from audits and program reviews. While some of the items have changed over time, others remain the same year after year. Some of these findings come with hefty fines or liabilities. Understanding where the common compliance errors lie may help your school improve its operations and reduce its own financial findings in an audit or program review.
12:05 PMLunch
1:30 PMThe ABCs of Effective LeadershipSpeaker:
Beverly Tatum

The ABCs - affirming identity, building community, and cultivating leadership in a pluralistic context - are three critical components that every campus leader should understand in order to lead effectively in a diverse community.
3:00 PMInterplay Between the Financial Aid Office and the Bursar’s Office

Chris Cook, Vanderbilt University
Janice Foley, High Point University
Olivia Kynard, Holyoke Community College

3:00 PMStudent Financial Services Benchmarking Study

Lesley McBain, NACUBO
Amanda Nguyen, Portland State University
Lindsay Wayt, NACUBO

NACUBO’s Student Financial Services Benchmarking initiative is entering its tenth year, and has grown to almost 400 participating institutions. Join a discussion on the survey results and how to use them on your campus. You will also be able to share your suggestions for improving the survey.
3:00 PMThe Magic of Project Management

Janet Burkhardt, University of Denver

Not all institutions are equipped with the wizardry skills needed to integrate new processes seamlessly into their organizational structure. Learn how University of Denver channeled their inner Hogwarts to implement a student health insurance process using successful project management strategies. Attendees of this session can expect to take away organizational tips, project implementation strategies, and ideas for continued project analysis. Please be advised, no “real” magic will be used during the session.
4:35 PMDashboard Management

TJ Fletcher, Stanford University
Steve Kimata, University of Virginia

Student Financial Services operations maintain hundreds, if not thousands, of figures and calculations. Having a management dashboard at your fingertips and numbers you can recite on a moment’s notice can give you an "elevator speech" when you bump into the CFO. Learn how to identify the most important metrics and how to effectively display and decipher the data. Walk away able to lead discussions with staff, colleagues, and senior management on the importance of metrics
4:35 PMManaging Student Success Using Metrics and Financial Wellness

Jared Church, University of California, San Diego
Rebecca Schlafer, Chapman University
Ruth Sharp, California Institute of Technology

What will student retention look like for fall? Will AR accounts be paid by the winter term? Will all students leave your school with a diploma? Do your students have a plan to pay their student loans when separated? Hear from three different institutions to find out how they manage student success in the bursar’s office. Find out what type of metrics you can collect to track financial wellness success. Additionally, hear about processes that can prepare students for success, both while they are in school and after their exit.
4:35 PMWhen Disaster Strikes Your Campus

Christine Blakney, Texas Tech University
Wendy Pursell, Kutztown University

Maybe it’s not a national disaster. Maybe it’s state budgets and funding; maybe it’s a health concern, data breach, or something else impacting or changing your way of doing business and providing customer service. Are you and your team prepared? Enjoy open dialogue with institutional representatives who have had to evaluate their campus processes, adjust on the fly, and communicate those changes to their students.

Tuesday, March 13

8:00 AMLegal Issues in Collections

Chad Echols, The Echols Firm, LLC

Get a comprehensive look at the legal issues facing debt collection in higher education. There are many new cases, class action issues, bankruptcy law developments, and other important legal trends impacting colleges and universities that will be shared in a meaningful and enjoyable way. You should leave this session with a stronger understanding of legal challenges and opportunities that impact the ability to recover your outstanding student debt portfolios.
9:25 AMAccounts Receivable Performance Metrics and Collections

Ilia Moldavski, Brandman University

Hear how a 2017 NACUBO Innovation Award winner monitors, analyzes, and improves accounts receivable and collections through technological solutions, analytical efforts, and shifting focus. Identify meaningful AR metrics and indicators while reviewing various controls, measures, and best practices for minimizing preventable balances for student receivables. Collections models and tips, workflows, and examples of proactive data integrity check will also be shared.
9:25 AMHitting Refresh on Scholarship Management

Chris Chumley, CampusLogic
Rebekah Salcedo, University of Arizona

State budget cuts, time-consuming scholarship management processes, and a disjointed search process led one institution to throw everything related to scholarships out the window and hit refresh. Today, a proactive matching algorithm drives relevant funding opportunities to students’ smartphones. More than 65 departments and units seamlessly manage scholarships with differing requirements all from one portal. Hear how more than 30,000 students earned over $6 million in external scholarships through the new process in the 2016-17 school year.
9:25 AMThe Impact of "Free" Tuition

Olivia Kynard, Holyoke Community College
Kathy Meloon, SUNY Genesee Community College

Hear from bursars from two community colleges about efforts their states are taking to make college possible for more students. The Excelsior Scholarship, introduced in New York for the Fall 2017 semester, is the first in the nation to offer a tuition-free degree program to families making up to $125,000. In 2016, Massachusetts implemented a freeze on tuition rates including a 10 percent rebate for students attending public institutions. Learn how both programs work, eligibility requirements for students, and the reality of implementation in student financial services offices.        
11:00 AMEmerging Best Practices for Disclosing and Managing Tuition Refunds

John Fees, Gradguard
Michael Reynolds, Auburn University

The rapid growth of student medical conditions has increased the financial risk to academic institutions. Discover innovative approaches used by schools to disclose their refund policies to each student, verify compliance with Department of Education guidelines and HIPAA, and reduce the costs of medical withdrawals to their institutions and the students they serve by providing students a choice to enroll in new forms of tuition insurance.
11:00 AMImproving Cashiering Staff and Incorporating Better Technology

Bethany Welsh, Augusta University

Enhance your overall customer impact and image by improving the way you recruit for cashiering positions to find staff members who are perfect for their roles. Job descriptions, hiring standards, office needs, organizational goals, and salary levels will be covered. Additionally, review technology improvements that can support cashiering positions, bringing the improvements full circle for customers.

Program Overview

2018 Student Financial Services Conference
March 11-13, 2018

Fees (Early bird ends 2/11/2018)

  • Member Advance Registration: $770.00
  • Non-Member Advance Registration: $1,300.00

Estimated CPEs:15



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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:

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