2016 Student Financial Services Conference
March 13-15, 2016
The Peabody Memphis Hotel
Note: A separate registration and additional fee ($119 member, $149 non-member) is required to attend this pre-conference program. You can register by selecting "Register Now" above. The program will run from 8:30 am- 3:00 pm. Lunch will be provided.
Interested in Exhibiting?
The SFS conference has an exhibit hall which sells out every year. If you are interested in exhibiting, please complete the Exhibitor Registration Form, select your booth from the floor plan, and return as indicated. The hall sells quickly, so don't delay in securing your exhibit space today! For additional information on exhibiting or to secure a copy of the current floor plan, please contact, Gloria Nehemiah.
Who Should Attend
- Controllers and Business Officers
- Financial Advisers
- Financial Aid Administrators
- Integrated Services Staff
- Student Financial Services Directors
- Student Loan Managers
What You'll Learn
- Learn about the latest regulatory and policy changes and assess how they may impact your institution
- Learn how to lead change, manage staff, and illustrate how to work cooperatively across offices
- Recognize ways to increase efficiencies and improve services to students
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:
Business Management & Organization, Personal Development, Specialized Knowledge and Applications
Sunday, March 13
|8:00 am||PRE-CONFERENCE PROGRAM: Registration|
|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.
|1:30 pm||Registration and Exhibit Hall Open|
|2:00 pm||Optional Session: Financial Aid Update|
Not involved in day-to-day financial aid operations but want to hear about upcoming changes to the key regulations? This general overview is for those who want to learn more about what their financial aid offices are facing in 2016. With a focus on FAFSA changes, including Prior-Prior Year (PPY), and the implications these changes may have on your institution, this interactive session will provide you with plenty of opportunities to engage with your colleagues and ask questions.*This session will be repeated during the main conference*
|3:30 pm||Welcome and Opening Remarks|
|3:45 pm||Managing “Up” and “Across”|
|6:00 pm||Happy Hour in the Exhibit Hall|
Monday, March 14
|7:00 am||Networking Breakfast in the Exhibit Hall|
|8:00 am||Getting Your Ducks in a Row|
|9:20 am||Common and Emerging Best Practices for Disclosing and Managing Tuition Refunds|
|9:20 am||Financial Aid Update|
|9:20 am||Veteran’s Issues Roundtable|
|10:30 am||Refreshment Break in the Exhibit Hall|
|11:00 am||Doing our Part for Retention: Targeted Communications, Electronic Forms, and Collaboration|
|11:00 am||Implementing a Student Financial Responsibility Agreement|
|11:00 am||Staffing Changes- A Hidden Opportunity?|
|12:10 pm||Lunch in the Exhibit Hall|
|1:20 pm||Micromessaging: Why Great Leadership Is Beyond Words|
*The Leadership Series is supported by a generous contribution from TIAA.*
|2:40 pm||An Open Conversation with the SFS Council|
|2:40 pm||Embracing Technology for Concurrent Enrollment|
|2:40 pm||Institutional Loan Programs and Emergency Aid|
|3:50 pm||Refreshment Break in the Exhibit Hall|
|4:20 pm||Perkins Loan Program: Moving Forward or Closing Out?|
|4:20 pm||Student Retention-From a Financial Perspective and Beyond|
|4:20 pm||Using Cross-Departmental Teams to Enhance Customer Service|
Tuesday, March 15
|7:00 am||Networking Breakfast in the Exhibit Hall|
|8:00 am||Washington Update|
|9:20 am||Continuing the Conversation on IRS Form 1098-T|
|9:20 am||Processing Modular Curriculum Withdrawals|
|9:20 am||Student Financial Literacy and Social Media - Making an Impact on Your Campus|
|10:30 am||Refreshment Break in the Exhibit Hall/Hotel Checkout Break|
|11:00 am||Safeguarding Data|
|11:00 am||Streamlining Your Cancellation for Non-Payment Process by Using LEAN Methodology|
|12:10 pm||Program Adjourns|
The Peabody Memphis HotelIn the heart of "Blues City," you'll find The Peabody Memphis, a historic Downtown Memphis hotel.
The convenient downtown location is just blocks from Memphis attractions like Beale Street, the Memphis Rock N Soul Museum, Gibson Guitar Factory, Fed-Ex Forum, National Civil Rights Museum, Sun Studio, Orpheum Theatre, and the Memphis Cook Convention Center.
The Peabody itself is also one of Memphis' most popular attractions. The Peabody Ducks march to and from the Grand Lobby daily at 11 a.m. and 5 p.m. in a time-honored tradition dating back to 1933.
Visit the The Peabody Memphis Hotel website for details, including restaurants, amenities, and nearby attractions.
For reservations, call 901.529.4000.
Rates are guaranteed until 2/12/2016, 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.
Senior Program Officer
Bill and Melinda Gates Foundation
Manager, Consulting Services
SHOW FULL BIO » Laurie Buck Manager, Financial Aid Management & Student Services (FAMSS) Practice SUMMARY Ms. Buck brings over 25 years of financial aid experience to her role as a manager for Attain’s Financial Aid Management and Student Services (FAMSS) group. She is especially skilled with employee development, team building and launching new financial aid operations for online programs. After joining Attain as a senior consultant in 2014, she was promoted to manager in 2015. PROFESSIONAL EXPERIENCE Attain, LLC, McLean, VA (2014 – Present) Manager Responsible for delivering consulting services to colleges and universities in the areas of assessment & compliance, general consulting, interim management, and financial aid processing. Oversee operational review engagements and the deployment of services. Establish and maintain client support services; provide leadership for client solutions; manage engagements for clients; and coordinate and oversee project plans. Assume responsibility for administrative and management activities for the consulting services division as assigned. Monitor and manage staff to include: developing methods to track staff performance and providing constructive feedback; assessing staff work quality and performing staff evaluations; and participating in the orientation/training of new employees. Senior Consultant Provided interim staffing at a mid-sized community college. Worked with a consulting team to complete a large Return to Title IV (R2T4) reconstruction project. Assisted with the implementation of Regent software for a university client. Conducted operational reviews for at a small school prior to its first scheduled program review. Keiser University, Ft. Lauderdale, FL (2012 – 2014) Assistant Associate Vice Chancellor of Student Financial Services Oversaw the central processing center for Keiser and Everglades University. Served on leadership team for site in decision process. Resolved student issues. Maintained highest level of internal and external customer service. Everest University Online, Tampa, FL (2012) Adjunct Instructor Taught Strategies for Success course in the online E-College platform. Mentored students in writing, research, and career skills. Everest University Online, Colorado Springs, CO (2010 – 2012) Regional Director of Student Finance Opened student service center, hiring and training 15 employees.
Director, Student Financial Services
University of Denver
SHOW FULL BIO » Janet Burkhardt is the Director of Student Financial Services at the University of Denver (DU). Janet oversees the operation of the Bursar’s Office, the University’s Perkins Loan Program and the Student ID Card Office. Janet has over 19 years of experience in areas of student accounts, student billing and student debt management. Before joining Student Financial Services, Janet worked as a computer analyst for the University of Denver. Janet deftly combines her analytical skills with her financial account background to streamline the most critical processes in her unit. Her most recent projects include the implementation of a secure online process for W-9S collection, transitioning DU from a TMS school to a Touchnet school and the implementation of an online student responsibility agreement. Janet holds a bachelors and Master of Science in Management degree from the University of Denver. Janet lives in Denver with her husband and 2 college kids who occasionally live at home. In her free time, Janet enjoys hiking in the beautiful Rocky Mountains.
Director, Federal Affairs
SHOW FULL BIO » Liz Clark is Director of Federal 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. 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.
Interim Associate Vice President for Financial Services
California State University, Sacramento
SHOW FULL BIO » Gina Curry has working in Student Financial Services at California State University, Sacramento for over 20 years. She has been the University Bursar & Director of the Student Financial Services Center for a majority of the last 10 years. Most recently, she was appointed Interim Associate Vice President for Financial Services. She co-created the university’s money management program in 2000, and continues to foster its growth to serve current and prospective Sacramento State students. She has been a member of the NACUBO SFS Council for over 2 years and is the current chair.
Senior Policy Analyst
SHOW FULL BIO » Bryan Dickson is the senior policy analyst for the National Association of College and University Business Officers. There, he assists in the association’s advocacy efforts around various regulatory issues including student financial services, grants management, and veterans’ education benefits. In addition, he is a staff liaison to NACUBO’s Student Financial Services Council, working on behalf of the NACUBO membership to assist bursars and student accounts staff on a national level. Prior to joining NACUBO in 2007, Dickson was a marketing associate in the Legal and Compliance practice at the Corporate Executive Board Company. He holds a bachelor’s degree from Edinboro University of Pennsylvania.
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.
SHOW FULL BIO » John Fees is the Co-Founder and CEO of NGI Group LLC (www.nextgenins.com) a national specialty insurance marketing company. NGI is recognized nationally for its GradGuard™, the nation’s only nation's first comprehensive insurance and benefits solution specifically designed for the collegiate market. NGI also operates Sallie Mae Insurance Services and provides its benefit programs to nearly 200 colleges & universities. Fees is dedicated to building innovative technologies and benefit programs for colleges and universities who seek to promote greater student achievement. Previously, Fees cofounded, Y2M: which operated College Publisher, the nation’s largest technology provider to more than 600 college newspapers; led eGrad which emerged as the largest affinity / student loan marketing company and was acquired in 2006 by JPMorgan Chase (JPM); previously he led the affinity alumni credit card business for First USA Partners and served as the Chief Operating Officer of the ASU Alumni Association. Fees is a graduate of Arizona State University, where he received a bachelors of science degree in History and is also a graduate of Harvard Business School where he completed a Masters in Business Administration. John Fees lives in Phoenix, Arizona and is married to Melissa Soza Fees, Ph.D. and is the father of five children. He is the Treasurer for the College Success Arizona / College Scholarship Foundation, past treasurer of the Foundation for Blind Children, a Director of the Spitzer Center for Ethics. He is also an active member of University Risk Management and Insurance Association and the Professional Insurance Marketers Association.
Assistant Controller, Revenue Management
Thomas Edison State College
SHOW FULL BIO » Peter Gallagher has over twenty-two years of experience in higher-education. These experiences have been within the community college system, private university, and, currently with the state of New Jersey senior public institution system. Peter has worked in a variety of areas including facility management, student services, bursar, and finance. Peter holds a B.S. in Business Administration from Temple University and a MBA, with Finance concentration, from DeSales University. Peter is the Associate Controller of Revenue Management at Thomas Edison State University in Trenton, New Jersey. At Thomas Edison State University, Peter oversees several areas including Bursar, Cash Receipts, Financial Aid Disbursements and Return of Title IV.
Assistant Vice President and Bursar
SHOW FULL BIO » BIOGRAPHY: David R. Glezerman 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 finances. Mr. Glezerman has been employed in higher education receivables management for 35 years. A nationally-renowned speaker who has presented at many industry conferences and workshops, Mr. 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 author of several articles and books. The founding chair of NACUBO’s Student Financial Services (SFS) Council, Glezerman also was the recipient of association’s 2010 Professional Development award. 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 US Department of Health and Human Services’ Partnership Program to assist schools with student loan collections and default reduction activities. Glezerman is the founder of the Educational Accounts Receivables Management Association (EARMA), an organization for higher education debt collection personnel in eastern Pennsylvania, New Jersey and Delaware. He also is a founding board member of the Institute for Student Services Professionals (ISSP). 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 by the Institute for Personal Financial Management. Glezerman also is a certified instructor for ACA International, the association of credit and collections professionals, A past recipient of ACA’s Member of the Year and Charles F. Lindemann Instructor of the Year awards, Glezerman earned ACA’s Master Credit Executive (MCE) designation and serves as a member of its Creditors International committee. 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.
Director, Student Financial Services
Director, Lean Office
SHOW FULL BIO » Lisa Knox is the Director of the Clemson University Lean Office. Lisa has been with Clemson University for five years with a focus on Process Improvement and campus-wide expansion of the Lean Initiative. The Lean Office, with focus on driving change through process improvement, works to develop a culture of continuous improvement through the training and mentoring of campus employees in Lean Principles as they relate to higher education. Lisa received her undergraduate degree from the Georgia Institute of Technology where she served as a three year captain for the Georgia Tech Women’s Swimming and Diving team. She received her Master’s in Business Administration from Clemson University, and holds the ASQ Six Sigma Black Belt certification. Prior to her time with Clemson University, Lisa served in various process improvement and management roles within the construction industry. Lisa resides in Upstate South Carolina with her husband, Jason, and their 3 year old son Lucas.
Holyoke Community College
University of North Dakota Main Campus
SHOW FULL BIO » Chelsea Larson has been with Student Account Services at the University of North Dakota for ten years. She has helped transform the department from the Bursar’s Office into the current student-focused status of Student Account Services. As the Operations Manager, Chelsea and her team handle the back-office details including student account posts, refunds, tuition calculation, 1098T’s, and system set-up. A native of Atlanta, Chelsea earned her undergraduate degree in accounting at Birmingham-Southern College in Birmingham, Alabama and shortly thereafter earned her CPA designation. She worked in finance and corporate accounting for six years in Birmingham and later Spokane, Washington before moving to North Dakota. While she misses warmer weather, sweet tea, and Southern accents, she and her family happily call North Dakota “Home.”
Student Account Relations Manager
University of North Dakota Main Campus
SHOW FULL BIO » Student Account Services Relations Manager - Manage Collection of Student Account Balances - Manage Student Customer Service - Manage Financial Account Communications - Train Students, Faculty, and Staff on Student Financial Topics
Associate VP of Business and Controller
SHOW FULL BIO » Mr. Mathis has worked for Hendrix College for eleven years. He is currently Associate Vice President of Business and Controller. In this role, Mr. Mathis oversees the daily operations of the business office of the College which includes Student Accounts Receivable, Grant Management, Payroll, Accounts Payable, Cashier and Endowment Management. Prior to joining Hendrix, he worked in public accounting and at a multi-bank holding company. Mr. Mathis has been a licensed CPA for eighteen years and is a member of the AICPA and the Arkansas State Society of CPA’s. He holds a B.A. in Economics and Business with an emphasis in Accounting from Hendrix College.
SUNY Genesee Community College
SHOW FULL BIO » Kathy Meloon is the Bursar at Genesee Community College in Batavia, New York. She joined Genesee Community College in 2000 and served first as Staff Accountant and later as Assistant Director of Finance before assuming her current role as Bursar in 2007. Mrs. Meloon has served in higher education finance and administration for over 15 years. Prior to her career in higher education, she was the Financial Administrator for a dental practice and held accounting positions both at Citibank and HSBC. She holds a BS in Business Administration from Houghton College and a Masters of Management from Keuka College.
Technical Specialist in Records Management
SUNY Genesee Community College
SHOW FULL BIO » Lyndsey Oliver-Farewell is the Technical Specialist for Records Management at Genesee Community College. Within the Registrar’s Office she has a variety of responsibilities including serving as the master scheduler, testing and implementing upgrades and new technologies, report writing, and Banner training. In her position, she regularly coordinates with the business, financial aid, and admissions offices on cross functional work teams. Ms. Oliver-Farewell has been a professional staff member at Genesee Community College for 10 years. Prior to joining the Registrar’s Office in 2010, she served the college at two of the satellite campus centers of Genesee Community College providing academic advisement, registration, student activities, financial aid, and business office services to students. Ms. Oliver-Farewell is a 2014-15 recipient of the SUNY Chancellor’s Award for Excellence in Professional Service. She holds an A.S. degree in Business Administration from Genesee Community College and a B.S. in Business Administration from SUNY Brockport as well as a M.Ed. in Higher Education Administration from the SUNY University at Buffalo.
Interim Director, Business Affairs
Oregon State University
SHOW FULL BIO » Lissa Perrone is the Bursar at Oregon State University, and is currently serving as Interim Director of the Office of Business Affairs. Her areas of responsibility include student accounting functions, campus cashiering and e-commerce, payroll, 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 of Student Accounts
SHOW FULL BIO » Employed with Kutztown University of Pennsylvania (KU) since 2002, Wendy Pursell has worked in the Human Resources division and most recently in the Finance division of Administration & Finance. In 2007 she was named University Bursar, and is now the Director of Student Accounts. She graduated from Seton Hall University with a Bachelor of Science in Communications - Broadcasting and Journalism. She earned a Masters Degree in Education - Secondary Education with an emphasis in Curriculum & Instruction from Kutztown University. Wendy was instrumental in the conversion from a Legacy based student information system to Peoplesoft in 2010-2011 and oversees the Student Financials module and office. She also serves as the POC for Go Army Ed and is the leader in student support in navigating the military education benefit pathway. In the past few years she has created and developed two team approaches to customer service that has served the staff, faculty and student body with less confusion and more consistent responses. Kutztown University (KU) is located in Kutztown, Berks County, PA. In 2015 the enrollment was approximately 9,000 from 40 states and nations. KU is one of fourteen state schools in the PA State System of Higher Education (PASSHE) proudly offering certificate programs, undergraduate and graduate degrees and a new doctoral program in social work. When not supporting Kutztown University’s mission, Wendy can be found volunteering as Co-President of her son’s middle school PTO as well as team mom for his sports, traveling to warmer areas and Disneyworld, or on a beach with a cocktail.
Director, Student Financial Aid
Director, University Receivables
Director, Office of Student Accounts
SHOW FULL BIO » Doug currently serves as the director for the Office of Student Accounts at Wittenberg University. He thoroughly enjoys talking about topics related to paying for college, saving for college, financial literacy, scholarships, financial aid, education loans and just about any subject matter that you can think of related to college expenses. Doug is the founder and editor of the college money blog: CheapScholar.org, a nationally recognized resource that provides families and their students with the financial tools, resources, and knowledge to assist in their pursuit of a college education. CheapScholar.org receives thousands of visitors each month and has established a following of over 10,000 members on Facebook and Twitter. In addition to his efforts with CheapScholar.org, Doug is glad to have the opportunity to share his knowledge and expertise with families and students by volunteering his time to provide “Paying For College” presentations for high schools, foundations, and corporations throughout the Ohio region. As part of his evangelistic approach to college accessibility and affordability, Doug has appeared in Paying For College segments on NBC, radio broadcasts for NPR, cited as a resource in Congressional hearings, and has been quoted in a number of syndicated news outlets including: Money Magazine, New York Times, CNBC, MSN Money, & Yahoo Finance. Doug was also featured in the recent publication of The U.S. News Guide to Paying for College.
Director of Student Accounts
Heartland Campus Solutions
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.
Teibel Education Consulting
SHOW FULL BIO » Howard Teibel is president of Teibel, Inc. For nearly 30 years, Teibel has partnered with higher education leaders to help them thrive in the new economy. He and his team facilitate team-building and leadership programs, strategic planning events, and administrative and academic reviews. His vision is that education leaders deal with the brutal facts of this industry while building a positive case for change. Teibel has extensive experience in the field of organizational development. Since 2008, Teibel has led institutional reviews for schools, colleges and universities, focused on identifying financial targets across academic and administrative areas, then involving a broad internal constituency to match these targets with revenue and savings opportunities. Teibel's client list includes: Rutgers University, Loyola University Maryland, Boston College, NCAA, Gettysburg College, University of Massachusetts, University of Washington, Harvard University, University of Colorado Boulder, and many others. In addition to Teibel's consulting practice, he speaks and writes for several national associations. His article in NACUBO's Business Officer Magazine, "Business Unusual," illustrates how leaders in education need to embrace and lead their institution through the changes necessary to create financial sustainability. In addition to his consulting practice, Howard hosts the Navigating Change weekly podcast.
Student Financial Services
University of Southern California
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 » Beth Welsh has served as the Bursar for Augusta University for the last 14 years. She has worked with Banner for nine years as the Data Steward for Accounts Receivable. She was part of the original functional implementation team for Banner in 2006 and recently participated as a Data Steward and lead for the Banner systems consolidation of two Universities, Augusta State University and Georgia Health Sciences University. She has a bachelor’s degree in business management from the University of South Carolina and a master’s degree in business administration from Columbus State University.
Insight Education Systems
SHOW FULL BIO » Stephen Young is the Senior Partner of Insight Education Systems, a management consulting firm specializing in leadership and organizational development services. As a recognized leader and foremost expert in this field, Mr. Young frequently consults with senior executives and management teams of Fortune 500 companies. For more than a decade, Steve has been a featured speaker at business conferences worldwide. He is much sought after for his powerful and engaging presentation style. His widely acclaimed seminar MicroInequities: The Power of Small™ has been embraced by over 20% of Fortune 500 corporations in 35 countries, in every region of the world and is being touted by corporate America as the new paradigm for diversity and leadership. His work has been published in numerous business articles and recognized in a wide range of business publications, including The Wall Street Journal and Time Magazine and Harvard Business Review’s Management Newsletter. His program was also featured by Oprah Winfrey in two issues of her “O” Magazine. McGraw-Hill published his top-selling book, Micromessaging: Why Great Leadership is Beyond Words. As former Senior Vice President and Chief Diversity Officer at JPMorgan Chase, Mr. Young managed the firm’s diversity strategy worldwide. Under his leadership, the company garnered numerous awards for its diversity initiatives, including the Catalyst Award, Fortune Magazine’s Top 50 Companies for Minorities Award, the Best Companies Award from Working Mother Magazine, and Diversity, Inc Magazine’s designation as the #1 company for diversity. Prior to joining JPMorgan Chase, Stephen was Vice President for Diversity with Merrill Lynch. He is a former staff member of the Rutgers University Graduate School of Management, has served on the Diversity Committee for the United Way of America and as an Advisory Board member to the Rev. Jesse Jackson’s Wall Street Project. He is the former Chairman of the Securities Industry Association’s Diversity Committee, and Board member of Scholastic’s Alliance for Young Writers and Artists. Additionally, he served on his local Board of Education.
2016 Student Financial Services
March 13-15, 2016
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