2013 Student Financial Services Conference
March 10-12, 2013
Renaissance Austin Hotel
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.
View sessions from the Student Financial Services Conference through an online platform the week following the live event in Austin. All Day Wednesday, March 20 10:00 am - 5:00 pm ET. Separate registration required. Group pricing available.
Who Should Attend
- Business Officers
- 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
No prerequisites and/or advance preparation required.
Participants will be awarded up to 14 CPE credits for this group live event. CPE credits can be earned in the following categories:
Specialized Knowledge and Application
Sunday, March 10
|8:00 am||Pre-Conference Program: Bursar Fundamentals Registration/Continental Breakfast|
|9:00 am||Pre-Conference Program: Bursar Fundamentals|
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|
|3:45 pm||Leveraging Your Strengths at Work and in Life|
|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||Reimagining Aid Design and Delivery|
|10:15 am||Refreshment Break in Exhibit Hall|
|10:45 am||Concurrent Session: 1, 2, 3- What Do We See? Staff Accountability in SFS|
|10:45 am||Concurrent Session: Financial Literacy- One Program May Not Fit All|
|10:45 am||Concurrent Session: Leveraging Collaboration Between Financial Aid and Student Accounts|
|11:50 am||Lunch in Exhibit Hall|
|1:00 pm||Concurrent Session: Achieving Sustainability Through Green Office Practices|
|1:00 pm||Concurrent Session: NACUBO’s Post-9/11 GI Bill Benefits Workgroup: A Panel Discussion|
|1:00 pm||Concurrent Session: Streamlining the SFS Office|
|2:20 pm||Concurrent Session: It Can Be Done: Improving Organizational Effectiveness and Service Levels|
|2:20 pm||Concurrent Session: Six Strategies to Increase Student Retention and Tuition Payments|
|2:20 pm||Concurrent Session: That'll Never Happen to Us- SFS Data Security Program|
|3:30 pm||Refreshment Break in Exhibit Hall|
|4:00 pm||Concurrent Session: Coming Together on the 1098-T|
|4:00 pm||Concurrent Session: Making Financial Cents Out of International Payments|
|4:00 pm||Concurrent Session: Stanford University's Student Services Center and AskJane|
|5:00 pm||End of day|
Tuesday, March 12
|7:00 am||Continental Breakfast in Exhibit Hall|
|8:00 am||Washington Update|
|9:30 am||Concurrent Session: Perkins Loan Assignments|
|9:30 am||Concurrent Session: SFS Benchmarking Study|
|9:30 am||Concurrent Session: The Consumer Financial Protection Bureau and Higher Education- What It Means for You|
|10:30 am||Refreshment Break in Exhibit Hall|
|11:00 am||Concurrent Session: Engaging Parent Support|
|11:00 am||Concurrent Session: Make or Buy and the Third-Party Relationship|
|11:00 am||Concurrent Session: PCI DSS Compliance- How Ready Are You?|
|12:00 pm||End of Program|
|12:00 pm||Post-Conference Program: Legal Aspects of Collections|
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.
Renaissance Austin Hotel
Staybridge Suites Austin NW
13087 N US Highway 183, Austin, TX 78750
4.5 miles/7 minutes away
7.7 miles/11 minutes away
Holiday Inn Express Hotel & Suites Austin-North-Pflugerville
14620 North IH-35 , Austin, TX 78728
8.8 miles/13 minutes
Austin Marriott North
2600 La Frontera Blvd , Round Rock, TX 78681
10.5 miles/15 minutes away
Visit the Renaissance Austin Hotel website for details, including restaurants, amenities, and nearby attractions.
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.
Beware of Room Block Poachers:This is the practice of companies posing as an agent or representative of an association offering hotel reservation services. They may offer a hotel room at a lower cost, and have an official sounding name such as "Exhibition Housing Management". "Poachers" will immediately charge your credit card, sometimes with a "service fee", and in many cases will not make a reservation. Be advised that this is NOT an official service. No attendee should be contacted about hotel reservations except by NACUBO. If someone outside of NACUBO contacts you, we urge you to ignore them and report them immediately to NACUBO.
Associate Director of Student Financial Services
Loyola Marymount University
SHOW FULL BIO » Whitney Ahlo has been in higher education for 5 years. Originally from Hawaii, she moved to Los Angeles in 2003 to attend Loyola Marymount University (LMU) where she received a Bachelors Degree in Business Administration with an emphasis in International Business. Upon completion of her degree, Whitney began working at LMU in the Student Financial Services Department as an Account Specialist. During this time she also went back to school to get her Masters Degree in Business Administration with an emphasis in Finance and Management. She is currently the Associate Director of Student Financial Services. Her office is responsible for the management of Student Accounts Receivable, Operations and Systems, Cashiering, and the Financial Administration of all Institutional Loan Programs.
Director, Veterans Support Services
SHOW FULL BIO » Margaret Baechtold is University Military and Veterans Services Coordinator at Indiana University and Director, Veterans Support Services for the Bloomington campus. She is in her In sixth year as director, Veterans Support Services, Division of Student Affairs, providing direct support services to Indiana University veteran students and advice and guidance to IU administration on student military matters. She is a nationally recognized expert on GI Bill issues, serves as Legislative Director for the National Association of Veterans Program Administrators, and has testified before House Veterans Affairs Committee Economic Opportunity sub-committee. Margaret retired from the military in 2001 as a lieutenant colonel after 20 years of leadership, management and mentoring experience as an Air Force officer. Positions ranged from aircraft navigator, executive officer and air attaché to commander of an Air Force Reserve Officer Training Corps (AFROTC) detachment. In addition, Margaret was an academic advisor at Indiana University Bloomington for five years before becoming directly involved in veterans services.
Director, Student Accounts & University Receivables
University of North Carolina at Chapel Hill
SHOW FULL BIO » DeAhn Baucom has been the Director of Student Accounts at UNC Chapel Hill (UNC) since 2002. She began her higher education career in 1994 as an Accountant in the UNC School of Medicine. She studied German as an undergraduate and holds an undergraduate degree, as well as a Master of Accounting degree from UNC. She became a CPA in 1996. She is a full time mom and enjoys watching her children grow into strong young women, the end of a good run, easy day hikes and leisure reading.
Senior Director, Sales Management East
Sallie Mae, Inc.
SHOW FULL BIO » Betsy Burton-Strunk, Senior Director Sales Management at Sallie Mae Campus Solutions, works closely with colleges and universities to deliver enhanced service and strategic solutions for the business, financial aid and admissions offices. Betsy has been actively involved in higher education associations and is a frequent speaker at industry events. She has over 20 years experience in higher education and holds a bachelor’s degree in Business/Personnel Management from Miami University of Ohio. Betsy and her family reside in Winston-Salem, North Carolina.
Vice President, Worldwide Sales
SHOW FULL BIO » Sharon Butler has over 17 years of experience in the education and technology industry. Sharon was one of the first employees at peerTransfer and, from the start, collaborated with schools in an advisory capacity to build a customized solution to meet their needs. In her current role at peerTransfer, Sharon travels the world educating schools on how to solve the complexities associated with international payments. Sharon has presented at numerous industry conferences, most recently at: Mass Bursars Meeting (November 2012), NAFSA Region III and VII (October 2012: San Juan, PR), NYSOBBA (June 2012: Niagra Falls, NY), PDG Bursars (April 2012: Savannah, GA). Prior to joining peerTransfer Sharon was a director for Tuition Management Systems, the leading provider of outsourced tuition planning, billing and payment processing services in Higher Education.
Student Services Specialist
Director, Congressional Relations
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, 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 22,000 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.
Senior Vice President, Sales
CMD Outsourcing Solutions, Inc.
SHOW FULL BIO » David joined CMD in November of 2005. Prior to CMD, he spent 15 years with Sallie Mae®, the nation’s largest provider of financial services to the higher education community. His last assignment with Sallie Mae was Managing Director of both E-commerce and Sallie Mae's higher education outsourcing group, Campus Solutions. David received a BS degree, with a concentration in finance, from the University of Kentucky and an Information Technology Certificate from the University of Virginia. David is a member of the National Association of College and University Operations Officers (NACUBO), The National Association of Student Financial Aid Administrators (NASFAA), The Southern Association of Student Financial Aid Administrators (SASFAA), The Eastern Association of Collegiate and University Business Officers (EACUBO), The Southern Association of Collegiate Registrars and Admissions Officers (SACRAO) as well as a member of the Counsel of Student Business Affairs of Florida.
Director of Student Financial Services
Southern Virginia University
SHOW FULL BIO » Tyson Cooper is the Director of Student Financial Services & the Associate Director of Human Resources at Southern Virginia University. After completing a mission for The Church of Jesus Christ of Latter-day Saints Tyson earned a Bachelor of Arts from Southern Virginia University and later completed a Master of Arts in Management and Leadership from Liberty University. He began working at Southern Virginia in 2007 as a part of the business office. When, in 2009, the university created a new department, Student Financial Services, Tyson was asked to head it up and tasked with improving the service provided to students while integrating the customer service functions of the business and financial aid offices. Since 2009 additional responsibilities have been incorporated into Student Financial Services including on-campus student housing and human resources. Tyson resides in Buena Vista, Virginia with his beautiful wife, Camden, and their four little boys. They are expecting their fifth child in May.
Director, Federal Education Budget Project
New America Foundation
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.
Ohio Dominican University
SHOW FULL BIO » Christy has more than a dozen years of higher education experience. She has been the Bursar at Ohio Dominican University in Columbus, Ohio since February 2006. Ohio Dominican University is a private Catholic 4-year liberal arts university based in the Dominican tradition with a total enrollment of approximately 3,200 students. Prior to coming to ODU she was the Assistant Director of Student Accounts at Capital University, also in Columbus, Ohio. Christy is a member of the Ohio Bursars Association and has served as both the secretary and the president. She is also a member of the Ohio Association of College and University Business Officers, the Kentucky Association of Student Receivables Organization, COHEAO, and NACUBO. She holds a Bachelor of Arts in Business Management from Capital University and a Master in Business Administration from Ohio Dominican University.
Executive Director, Student Financial Services & Cashier Operations
University of Illinois at Chicago
SHOW FULL BIO » As Executive Director of University Student Financial Services and Cashier Operations (USFSCO) for the University of Illinois system, Judith Flink is responsible for the activities and systems support of the University’s Accounts Receivable, Cashier, Collections and Student Loan operations on all three campuses. Judith is also the chair of the Legislative, Regulation and Policy Review Committee (LRPRC) for the University’s Office of Business Affairs, and Program Director for the Illinois College Advising Corps (ICAC). In addition to her 27-year tenure at the University of Illinois, Judith has served on: • The Federal Advisory Committee on Student Financial Assistance, as chairperson; • The Steering Committee for the Post-secondary Education Standards Council (PESC); • The Illinois Governors Committee on Special Education; • The Coalition of Higher Education Assistance Organizations (COHEAO), as member, and president for four years. Judith has testified before Congress on multiple occasions regarding financial aid, veterans’ benefits and other higher education related issues. Judith has participated in Negotiated Rule-Making and focus groups with the U.S. Department of Education, and spoken at numerous national and regional conferences. A strong advocate for professional development, Judith is a certified facilitator for numerous Franklin Covey workshops.
Assistant Vice President and Bursar
SHOW FULL BIO » David R. Glezerman is the assistant vice president and bursar at Temple University, where he has been employed since 1986. He has overall responsibility for billing, collections, and management of student financial operations. Mr. Glezerman has been employed in higher education receivables management for 34 years. A nationally-renowned speaker who has presented at many industry conferences and workshops, Glezerman has worked with the National Association of College and University Business Officers (NACUBO) as a faculty and program committee member for numerous conferences and authored several articles and books since 1999. The founding chair of NACUBO's Student Financial Services (SFS) Council, Glezerman was the recipient of the association's Professional Development award in 2010. Glezerman served as a member of the Coalition of Higher Education Assistance Organizations (COHEAO) steering committee and with its Perkins Loan Task Force. He also is the founder of the Educational Accounts Receivable Management Association (EARMA), designed for institutional debt collection personnel in eastern Pennsylvania, New Jersey and Delaware. In addition, Glezerman is a founding and continuing board member of the Institute for Student Services Professionals (ISSP). A co-author of Managing and Collecting Student Accounts and Loans: A Desk Reference for Educational Receivables Stewardship, Glezerman also has written several articles for and referenced by numerous industry publications for his views on higher education receivables. He also authored "Student Loan Program Partnering: A Recipe for Helping Schools Help Themselves" while working as a consultant with the U.S. Department of Health and Human Services' Partnership Program to assist schools with student loan collections and default reduction activities. Glezerman participated as a non-federal negotiator in the 2008 and 2012 Negotiated Rulemaking panels for the U.S. Department of Education. He also is the recipient of the Certified Personal Financial Manager designation awarded by the Institute for Personal Financial Management in 2011. A graduate of Rutgers University, Glezerman received his MBA in Human Resources Management from Temple University.
Vice President, Regulatory Affairs
SHOW FULL BIO » Anne Gross has been on the staff of NACUBO for more than twenty five years. She oversees the association’s efforts to represent the interests of college and university business officers with government agencies, to gather, analyze, and disseminate information on a wide range of issues, and to provide members with the resources they need to do their jobs. She has broad experience with issues such as student financial services, taxation, environmental health and safety, and deferred maintenance. She graduated from Tufts University with a major in political science and holds a Masters of Public Administration from the George Washington University.
HCM Strategies, LLC
SHOW FULL BIO » As the founding and managing partner of HCM Strategists, Terrell Halaska envisioned a mission-driven public policy firm that worked hand-in-hand with clients to improve people’s lives through good policy. The result was a joining of forces with Kristin Conklin and Michael Manganiello to form a unique firm that offers organizations a trusted strategic partner in the pursuit of positive change. An expert at strategy development and relationship-building, Terrell leads the work with several key clients and provides strategic advice across all of the firm’s practice areas including K-12 and Post Secondary Education and Health. In 2001, Terrell joined former Wisconsin Governor Tommy Thompson at the Department of Health and Human Services (HHS) as deputy chief of staff. She oversaw policy development on a number of issues within the department – including stem cell research and international and domestic HIV/AIDS initiatives – and built a reputation as a consensus builder willing to consider fresh ideas to address vexing bioethical and health policy problems. Terrell soon moved from HHS to the White House, where she advised the President, domestic policy advisor and other senior staff as special assistant to the President for domestic policy. In that role, she developed and advanced Administration policies on family and children’s issues. In 2005, she was confirmed by the Senate as assistant secretary of education for congressional and legislative, serving as the department’s top negotiator with Congress on several key initiatives. Terrell received her B.A. from the University of California, San Diego and MA from the Monterey Institute of International Studies. She currently serves as President of the Board of the Aged Women’s Home of Georgetown and lives in Washington, D.C.
Director of Student Accounts
Carnegie Mellon University
SHOW FULL BIO » In his role as Director of Student Accounts, Brian Hill is responsible for all student financials at the Carnegie Mellon campuses around the world. Mr. Hill began his career at Carnegie Mellon as an international finance consultant helping to refine the university’s international accounting practices and transitioned into a full-time position as Director of International Enrollment where he worked to standardize business processes across all locations and helped to establish a new program in Portugal. Prior to joining Carnegie Mellon, Mr. Hill was a Senior Business Consultant with MarketSphere Consulting, where he specialized in international finance. He also worked for PPG Industries for three years in various finance and IT auditing roles, working in over 20 countries during his time there. Mr. Hill is a graduate of Duke University, where he earned a Bachelor of Science in both Economics and Computer Science.
Associate Director, Student Financial Support
University of California Office of the President
SHOW FULL BIO » Barbara Hoblitzell is Associate Director, Student Financial Support at the University of California, Office of the President. Prior to returning to UCOP, Barbara spent three years as Vice President-Solutions at Kay Jacks & Associates, a DC-based consultancy specializing in postsecondary education. Barbara previously served as Senior Vice President – Business Development, and Senior Vice President – Campus Solutions at Sallie Mae. Prior to joining Sallie Mae, Barbara spent thirteen years at the University of California, including five as a senior administrator on the Berkeley campus, and eight as a senior administrator at the Office of the President. Barbara’s responsibilities included providing leadership and direction in the development, implementation, administration, and evaluation of the policies and functions related to the University of California’s (UC’s) Transfer Preparation Policy and Programs; leading the development, implementation, administration, and evaluation of the policies and functions related to the UC’s new Dual Admissions Program (DAP) and Guaranteed Transfer Option (GTO); and developed UC policies and procedures across a wide range of functional areas (e.g., Registrar, Financial Aid, Student Accounting, Student Receivables, UC Extension, etc.), with particular emphasis on topics relating to higher education tax benefits (i.e., provisions of the Internal Revenue Code, intersection of tax benefits with traditional forms of financial aid, and student privacy); and federal and institutional loan programs. Barbara’s experience also includes eight years with AT&T, including senior positions in consumer marketing, operations planning, and AT&T’s international division. Barbara earned her B.A. at New York University and her Master’s in Public Policy at the University of Southern California.
Director of Student Financial Services, University Billing & Campus Card
University of Cincinnati Main Campus
SHOW FULL BIO » Deb has over 30 years of higher education experience. She began her higher education experience as the Assistant Director of Financial Aid at the Union Institute in Cincinnati. She then worked 14 years in General Revenue Corporation’s Client Service Department. Deb has been with the University of Cincinnati for the past 15 years as the Director of the Collections Office. The University of Cincinnati is a large state university with a total enrollment of approximately 42,000 students. Deb holds a Bachelor of Arts in Sociology from Western Michigan University. She is a member of the Ohio Bursars Association and has held various board positions in the Ohio Bursars Association.
Senior Program Officer
Bill & Melinda Gates Foundation
Tuition Management Systems
SHOW FULL BIO » Craig S. Lockwood, Managing Director - Product Strategy Craig has responsibility for new product development, product management, and customer research at Tuition Management Systems. In addition, Craig serves a vital role in financial planning and analysis along with strategy development. Prior to joining Tuition Management Systems, Craig was managing associate at Beacon Consulting Group, a management consulting firm specializing in strategic development and process redesign. In that capacity he served as redesign architect on several projects for large financial service clients. Prior experience includes time spent as an information systems consultant, software development manager, and mutual fund administrator. He holds a Bachelor of Science in Applied Economics from Cornell University and a Masters of Science in Finance from Suffolk University. Craig has been a frequent presenter for NACUBO and has been published in several education and payment industry outlets.
Director, Business and Finance Services
University of California, Los Angeles
SHOW FULL BIO » Marsha Lovell has worked in various positions in Higher Education and is currently serving as the Director of Student Financial Services (SFS) at University of California Los Angeles (UCLA). Her team has just been expanded to include oversight of Cash Management and Treasury functions. She has been the Associate Director of SFS at California State University (CSU) Fullerton and Student Accounts Manager at CSU San Bernardino. She has an undergraduate Accounting degree from Eastern Washington University and an Accounting MBA from CSU San Bernardino. She passed the Certified Public Accountant (CPA) exam in 1990 and the Certified Management Accountant (CMA) exam in 1991. Prior to her work in Higher Education, she worked as a tax accountant, an internal auditor, and in budget and financial analysis. She enjoys scuba diving, plays a very bad game of golf, and loves the feel of an airplane taking off to parts unknown.
Manager, Programs & Policy
Institute for a Competitive Workforce
Assistant Vice President and Controller
University of Cincinnati Main Campus
Associate Director, Student Financial Services
Columbia College Chicago
SHOW FULL BIO » Jo Ann Panzella has been the Bursar at Wagner College in Staten Island, NY since 2010. She returned to Wagner after 11 years in the NY office of the Hebrew University of Jerusalem. Jo Ann earned her BS in Business Administration from Wagner in 1999 and her MBA from Baruch College in 2004.
Associate Director and Bursar
Oregon State University
SHOW FULL BIO » Lissa Perrone is the associate director in the Office of Business Affairs at Oregon State University, and the Bursar. Her areas of responsibility include student accounting functions, campus cashiering and e-commerce, the campus ID center, and system improvements for Business Affairs. Prior to joining OSU in 2003, her career included working as a financial manager with high tech, health care, and non-profit organizations. Ms. Perrone received her MBA from Golden Gate University, a project management certificate from University of Phoenix, and her BA from San Jose State University.
Director, Student Fiscal Services
George Mason University
SHOW FULL BIO » Pat has over 15 years of experience in financial services and currently serves as the Director, Student Financial Services at George Mason University. George Mason University is a Level 2 Carnegie Classified research institution and offers more than 150 degree programs at the undergraduate, master’s, doctoral and professional levels. The university’s over 33,000 students at campuses in Arlington, Fairfax, Loudoun and Prince William represent all 50 states and more than 134 countries. Pat earned a Bachelor of Science in Business Management from University of Phoenix, and a Master’s in Business Administration from Arizona State University.
Student Accounts Manager
University of California, Los Angeles
SHOW FULL BIO » Chris Ramos has been gainfully employed in a number of diverse positions within Higher Education and is currently serving as the Manager of the Student Accounts and BruinCard offices within Business and Finance Services (BFS) at the University of California Los Angeles (UCLA). He has been employed with UCLA for 10 years, serving as Administrative Specialists within the BruinCard Center and Student Accounts; and with the Accounts Payable department as an Administrative Assistant. Prior to his service for UCLA, he earned a Bachelor’s Degree in Psychology from Albion College, an esteemed Liberal Arts college in Michigan. This led to a multitude of formative experiences within social work and charitable positions. In his spare time, he is an art enthusiast (from abstract painting and photography to web and graphic design). He is enthusiastic about hiking and traveling, and is a fervid wine lover.
Senior Director, Executive & Leadership Development
California Institute of Technology
SHOW FULL BIO » Ruth Sharp is the Bursar for the California Institute of Technology. She is responsible for providing operational leadership and managing student, faculty, and club accounts for approximately $28MM in annual revenue. Ruth has worked in Accounting and Finance for over 30 years. She has presented for the Treasury Institute for Higher Education in May 2010, and more recently in January 2012 for the Southern CA Bursar's Meeting. Ruth graduated with a B.S. in Organizational Management from the University of La Verne and earned an M.B.A. from the University of Redlands.
University of Illinois University Administration
SHOW FULL BIO » Joe Shroyer is the Associate Director of Customer Service and Casher Operations in University Student Financial Services and Cashier Operations at the University of Illinois. He began working at the University in December 2005. Joe has a Bachelor of Science in Business Administration and Master of Education from the University of Illinois. His memberships include the Illinois Bursar Organization and the Big Ten Bursars Association. Recently Joe won the 2011 University Administration Distinguished Employee and Leadership Team Award (DELTA). The award is for recognition for outstanding leadership and teamwork. In 2012, Joe also won the NACUBO Innovation Award.
Director, Student Financial Services
University of San Diego
SHOW FULL BIO » Rosemary Stallbaumer has 15 years of experience in Higher Education, which began with her alma mater, Oklahoma State University. Moving from Oklahoma in September 2011, Rosemary's pursuit was to become the Director of Student Financial Services at the University of San Diego (USD). Although, the first stop was as the Assistant Director of Student Accounts at the University of California, San Diego, she attained her initial goal in February 2007. As Director of Student Financial Services, Rosemary oversees the University Cashier, Student Accounts and Collections, and the Perkins and Institutional Loan office. During her time at USD, Rosemary implemented an ERP and cashiering systems as well as streamlining various operational processes. She holds a Bachelor's of Science degree with an Accounting emphasis.
Director, Registration & Financial Services
SHOW FULL BIO » Cheryl Stephens is the Director of Registration and Financial Services (RFS) at Columbia College. She was hired in 2009 to further develop and define the “One Stop Shop” department which serves as the front-line staff for the Financial Aid Office, Business Office and Student Records and Transcripts. Cheryl has been instrumental in enhancing customer service and communication processes in the call center, walk-in center, via email, and through web-based technology offering students more self-service options. She currently serves on the StrengthsQuest Advisory Team at Columbia College and strives to create a work environment that fosters strengths-based leadership and development within her department. Prior to Columbia College, Cheryl worked in Residential Life at Washington University in St. Louis and at the University of Texas-Austin. Cheryl earned her Bachelor of Journalism (Broadcast) from the University of Missouri-Columbia and a Masters of Arts in College Student Personnel from Bowling Green State University in Bowling Green, Ohio.
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. Her leadership extends to all accounts receivable at the University, related to both student and non-student billing, collection and cash processing in addition to oversight over Financial Aid. 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 of Student Financial Services and Bursar
Loyola Marymount University
SHOW FULL BIO » Louisa Vakili has been in higher education for over 30 years. She began her career in the Office of Student Financial Aid at the University of Texas, Austin in 1982 where she managed the College Work Study Payroll Office. She moved to Los Angeles in 1986 to attend Loyola Marymount University (LMU) where she received a Bachelor of Arts Degree in Foreign Languages and where she has been working in different capacities ever since. She is currently the Director of Student Financial Services and Bursar. Her office is responsible for the management of Student Accounts Receivable, Operations and Systems, Cashiering, and the Financial Administration of all Institutional Loan Programs.
Director of Student Accounts
SHOW FULL BIO » Director of Student Accounts; employed with Flagler College for 22 years. Has been involved in Flagler's transition from 3 x 5 cards, to paper processing, to on line processing. Attended Valdosta State College.
Managing Director, Student Financial Services
Elgin Community College
SHOW FULL BIO » With over 15 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.
Executive Director, Student Financial Services
Columbia College Chicago
University of Cincinnati Main Campus
SHOW FULL BIO » Ken graduated 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.
Student Financial Analyst
SHOW FULL BIO » Dena Zlatunich has been working at Stanford University since 2009. Currently she is a Student Financial Analyst at Student Financial Services (SFS) and manages the Third Party Contracts department. Prior to joining the SFS team, she worked in Stanford University's Student Service Center as a Student Service Specialist managing the askJane knowledge base. Dena graduated from California State University, Hayward with a BA in Early Childhood Studies and Sociology.
2013 Student Financial Services Conference
March 10-12, 2013
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