2014 Student Financial Services Conference
March 9-11, 2014
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.
Exhibit at 2014 SFS
Exhibiting at this conference is a unique opportunity for companies that offer administrative software, collection services, student aid, financial assistance, and related products.
Make your products and services known to participants, who have decision-making authority. More than two-thirds of all U.S. higher education institutions are NACUBO members, and eighty-eight percent of NACUBO member colleges and universities have purchased NACUBO professional development products and services in the last year.
Space sells out every year. Register to exhibit today!
Have quesitons? Contact Gloria Nehemiah, exhibits manager.
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
- Learn how to lead change, manage staff, and work cooperatively across offices
- Discover ways to improve service and increase efficiencies
No prerequisites and/or advance preparation required.
Participants will be awarded up to 13.5 CPE credits for this group live event. CPE credits can be earned in the following categories:
Specialized Knowledge and Application, Personal Development, Communications, Behavioral Ethics
Sunday, March 9
|7:30 am||Pre-Conference Program: Bursar Fundamentals Registration|
|8:00 am||Pre-Conference Program: Bursar Fundamentals -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|
|2:00 pm||Negotiating the Cash Management Regulations - Community Conversation|
Optional Pre-program Discussion
The Department of Education’s regulations governing the disbursement and handling of Title IV funds are being revised through a negotiated rulemaking effort. Take this opportunity to learn about the issues being discussed and share your suggestions and concerns with NACUBO staff and negotiators.
[Note: This session will also be offered on Tuesday morning during regular conference hours.]
|3:30 pm||Welcome and Opening Remarks|
|3:45 pm||The Power of Habit|
Discover why habits exist and how they can be changed. Along the way, learn why some people and companies struggle to change, despite years of trying, while others seem to remake themselves overnight. Habits aren’t destiny. As you will see, by harnessing this new science, we can transform our businesses, our communities, and our lives.
|5:00 pm||Discussion Roundtables|
|6:00 pm||Reception in Exhibit Hall|
Monday, March 10
|7:00 am||Continental Breakfast in Exhibit Hall|
|8:00 am||What’s Your Ethics IQ? 5 Principles Smart Business Officers Live By|
|9:05 am||Bankruptcy and Collections|
|9:05 am||Get Credit for Financial Literacy|
|10:20 am||Refreshment Break in Exhibit Hall|
|10:50 am||Collections, It’s a Dirty Job But Somebody’s Got to Do It|
|10:50 am||PCI DSS 3.0 and You – Are You Ready?|
The new version of the PCI DSS is effective January 1, 2014. Hear how 3.0 will impact your relationship with e-commerce partners, examine how the changes will affect your compliance, and walk away with a better understanding of the grace period. Learn what is new in this release and more importantly, what it is going to mean for your office and how to start planning now!
|10:50 am||R2T4 & Modules - Two Years Later|
|12:00 pm||Lunch in Exhibit Hall|
|1:00 pm||Financial Aid 101 for Bursars|
|1:00 pm||Negotiating the Cash Management Regulations – Community Conversation|
|1:00 pm||Secure Document Drop Box vs. E-Mail|
|2:20 pm||Managing the Complexities of Collecting from International Students|
|2:20 pm||Scheduling Nightmares|
|2:20 pm||Using Scenario Based Problem Solving for Staff Training|
|3:30 pm||Refreshment Break in Exhibit Hall|
|4:00 pm||College Costs and Affordability Initiatives|
|4:00 pm||Financial Literacy: Playing Games and Building Culture|
|4:00 pm||What’s Happening in Student Financial Services?|
Tuesday, March 11
|7:00 am||Continental Breakfast in Exhibit Hall|
|8:00 am||Washington Update|
|9:20 am||Communicating with Students|
Join this interactive panel to discuss the opportunities and challenges that face our institutions in communicating effectively with students. The panel will include perspective from a couple of students from local colleges who will provide their insight on this important subject. We will explore topics such as e-mail, texting, the use of social media and the parent’s role in the process.
|9:20 am||Helping Students Cross the Finish Line|
|9:20 am||What’s Hot for 2014 – Community Conversation|
|10:30 am||Refreshment Break in Exhibit Hall/Checkout Break|
|11:00 am||Leveraging Payment Technology|
|11:00 am||Redefining Disbursements|
Visit the Hilton Anaheim website for details, including restaurants, amenities, and nearby attractions.
For reservations, call 714.750.4321.
Rates are guaranteed until 2/10/2014, 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.
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 of Administrative Computing Services
Utah Valley University
SHOW FULL BIO » Joe Belnap is a published author, has a Masters degree in Organizational Leadership from Gonzaga University, and serves as the Senior Director of Administrative Computing at Utah Valley University where he was honored with the IT award of excellence by the Board of Trustees. He has over 12 years of consulting experience where he received a Commitment to Excellence Award, and recognized as one “Driven to Continuously Improve.” Joe is a graduate from Disney Institute’s Leadership Excellence program and earned his Project Management Professional (PMP) certification. Belnap brings over 30 years of extensive business experience and is a Partner with The Greenleaf Center for Servant-Leadership. In addition to his technical expertise, he has a broad business background, including finance, human resources, operations, marketing, and executive administration.
Director, Congressional Relations
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.
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 of Student Accounts
Georgia State University
SHOW FULL BIO » Charmaine Daniels is currently the Director of Student Accounts at Georgia State University. Over her thirteen years in the student financial services industry, Charmaine has developed and led the implementation of innovative and award-winning initiatives to help students and parents better manage their finances. While at Georgia State, Charmaine has led the successful implementation of an online billing and payment system, a debit card refund program, and an internal collections due diligence system. Charmaine earned a B.S. in Business Administration from Florida A&M University and a Master of Public Administration from the University of Illinois.
Manager, Research and Policy Analysis
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.
Director of Student Financial Services
Bismarck State College
SHOW FULL BIO » Mary Eisenbraun, Director of Student Financial Services at Bismarck State College in Bismarck, ND. She has worked at BSC for the past 32 years starting in what was initially the Business Office. In 2005, when the North Dakota University System implemented People Soft the Business Office split and at this point the primary focus of the position became more student focused. Currently the primary areas of responsibility include the operation of the Student Finance Office. This includes student and external accounts management, receipting of income campus wide, PCI compliance, maintaining credit card accounts/transactions, reconciling cash, residency classifications, and maintaining the student finance set-up component of People Soft, Touchnet/Marketplace, CBord, and Higher One currently being used on campus and interfaced with People Soft Student Financials system.
Assistant Controller, Revenue Management
Thomas Edison State College
SHOW FULL BIO » My higher-education experiences have been within the community college system, private university, and, currently with the state of New Jersey public institution system at Thomas Edison State College. I have worked in several areas including facility management, student services, bursar, and finance. I hold a B.S. in Business Administration from Temple University and a MBA, with Finance concentration, from DeSales University. In my current position as Assistant Controller of Revenue Management, I oversee three areas which include Bursar, Cash Receipts and Financial Aid Disbursements.
Senior Business Systems Analyst
California Institute of Technology
SHOW FULL BIO » Rosana Madrid Gatti is a Senior Business Systems Analyst in Information Management Systems and Services (IMSS) at the California Institute of Technology. Her primary functional areas are student affairs and academic services. Rosana has worked at Caltech for over 30 years; formerly at Caltech she was the Associate Directory of the Career Development Center. Rosana has a B.A. in Political Science from New Mexico State University and an M.A. in Educational Psychology from CSUN. Rosana holds certificates in business systems analysis and web design and development.
Assistant Vice President and Bursar
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.
Director of Student Financial Services, University Billing & Campus Card
University of Cincinnati Main Campus
SHOW FULL BIO » Ray comes to us with nearly 40 years management and administrative experience in insurance and higher education. Ray received his B.S. in Business from Eastern Illinois University. His M.Div. is from Asbury Theological Seminary where upon graduation he was ordained in the Free Methodist Church. While at Asbury Seminary Ray served as the Director of Financial Aid for seven years. Ray then became the first Director of Financial Aid at Bohecker College now Fortis College (Cincinnati) where he established policies and procedures as the first director for their start-up institution. Ray is now the Assistant Bursar focusing on compliance issues at the University of Cincinnati. Besides his interest and passion for students, Ray likes to spend time with his wife and family and read books about early American history.
SHOW FULL BIO » As President and Chief Operating Officer of CampusGuard, Mr. King is responsible for the strategic vision, growth, and business operations of the company, which is focused on assisting colleges and universities in achieving their PCI compliance other security-related objectives. He has served in multiple capacities for more than twenty-five years in support of higher education information and network systems, including the past ten years supporting ecommerce initiatives and related payment card processing issues. Prior to entering the higher education arena, Mr. King served in the United States Air Force, where he was a pilot with over one hundred combat support missions. Mr. King is a Certified Payment Card Industry Security Manager and serves as Co-Chair of the Treasury Institute for Higher Education PCI Workshop.
Director of University Bursar
Youngstown State University
Holyoke Community College
Loyola Marymount University
Managing Director, Product Strategy and Operations
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 Higher Education for over 15 years and is currently the Associate Controller of Business and Finance Services (BFS) at University of California Los Angeles (UCLA). This includes the following teams: Student Accounts, Payment Solutions and Compliance, Accounting and Cash Management, and the BruinCard Center. Prior to her work in Higher Education, she ran a tax business, was in charge of an accounting team, worked as an internal auditor, and performed budget and financial analysis. 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. She enjoys scuba diving, hiking/camping, musical theater productions, Excel spreadsheets, acquiring new friends, plays a very bad game of golf, and loves the feel of an airplane taking off to parts unknown.
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.
Iowa State University
SHOW FULL BIO » Joan K. Piscitello is the Treasurer of Iowa State University. She is responsible for planning, directing, and coordinating the university’s cash management and investment programs, managing master lease and internal lease borrowings, and acting as paying agent and registrar for the Iowa State University Board of Regents bonds. She supervises the ISU Card office, as well as receivable, cashiering, and disbursement functions of the university. Piscitello serves on the Board of Directors of the Treasury Institute for Higher Education and the Association for Financial Professionals (AFP). Ms Piscitello speaks at regional and national seminars sponsored by NACHA, NACUBO, National Association of Campus Card Users (NACCU), the Commonfund, AFP, the Treasury Institute for Higher Education, CardTech SecurTech (CTST), and Professional Development Group (PDG). Piscitello is an AFP member and a Certified Treasury Professional. Before coming to Iowa State University in 1988, Piscitello was Vice President at First Interstate Bank of Des Moines. She also served as an investment officer for First Interstate Bank and as a commodity broker with R.G. Dickinson and Co. She received her BS degree with honors from Drake University and her MBA from Iowa State University.
Elgin Community College
SHOW FULL BIO » Mrs. Proctor has been a proponent of financial literacy throughout her career. She has witnessed an increasing need to provide students with financial knowledge over the past 10 years. As the Bursar for Elgin Community College, Mrs. Proctor is responsible for overseeing the disbursement of all financial aid awards. She frequently meets with students who find themselves in difficult financial situations in order to provide them a pathway to success. Mrs. Proctor currently serves as a mentor for Elgin Community College’s Transition Academy to mentor first generational college bound at-risk high school students. As an alumnus of Elgin Community College, Mrs. Proctor was also a first generational college bound student and remembers the challenges. Education and Work HIstory MA Management and Leadership-Webster University BS Business Administration- Columbia College AAS Associate of Applied Science-Elgin Community College McHenry County College, Bursar, 1991-2000 Elgin Community College, Bursar, 2005-present
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.
Assistant Director of Financial Aid Systems
SHOW FULL BIO » Stephanie Ruckel is a Senior Student Financial Services Counselor at Augsburg College. Prior to Augsburg, she worked as a financial counselor at Lutheran Social Services. Stephanie has recently finished her Master’s Degree in Leadership, with a concentration on predicting financial literacy techniques in young adult populations.
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 oversight for student financial services. Ruth has worked in accounting and finance for over 30 years. She has been a speaker for NACUBO, Southern CA Bursar’s Meeting, PacWestSFS, and for the Treasury Institute for Higher Education. Ruth graduated with a Bachelor of Science degree in Organizational Management from the University of La Verne. Also, she earned a Master of Business Administration from the University of Redlands in 2008.
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.
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.
SHOW FULL BIO » Joe Weglarz is the Executive Director of Student Financial Services at Marist College. He has been with Marist College for 25 years, serving as the Bursar for 10 years, then as Director of Financial Aid. During his tenure as Bursar, he oversaw the implementation of the Marist Money debit card system. As Director of Financial Aid, he automated the entire financial aid and student billing process, allowing a more consistent and efficient leveraging aid strategy. After pursuing a vision to implement a “one stop shop” approach by combining the student billing and financial aid offices, he was promoted in 2006 to Executive Director of Student Financial Services. As Executive Director, he oversees all student financial aid, student employment, and student billing services administered by the college. Joe has served as the Project Leader for several financial aid/student billing administrative computing systems, including BANNER, the current Administrative Computer System at Marist. We were one of the first BANNER schools able to utilize Algorithmic Packaging. This allows the institution to automate the financial aid leveraging strategies to support the College’s strategic enrollment goals. He is currently the President of NEASEA, the Northeast Association of Student Employment Administrators, and also served as the Vice President of Finance. In addition, he currently serves on the National Association of College and University Business Officers (NACUBO) Student Financial Services Council. He is also a member of NYSFAA, EASFAA, and NASFAA. This past summer, at the National NACUBO Conference, Joe presented on how Affordability for students impacts the Business Office. He has also presented at various national and regional conferences on student financial services topics such as “one-stop shop” and electronic billing and financial aid processes. In addition, he presents financial aid workshops at high schools in New York State.
The Ethics Guy
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.
2014 Student Financial Services Conference
March 9-11, 2014
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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.