Home > Events and Programs > Student Financial Services Conference
Student Financial Services Conference
March 14-16, 2010
Grand Hyatt
San Antonio, TX
Overview
The most comprehensive and well-regarded conference of its kind, the NACUBO Student Financial Services conference features an array of sessions such as:
- The Auditors Are Coming! Tips for Surviving Their Visit
- Perfectly Performing Personnel a Myth? How to Conduct an Effective Performance Discussion
- Surviving Year One: The Post-9/11 GI Bill
- The Future of the Perkins Loan Program
Join the discussion about the future of federal student aid. Learn about new tools and approaches for improving the management and delivery of services for students, parents, and process partners. Stay abreast of the latest developments in federal student aid regulations that affect your work. Discover how you can contribute to community efforts to solve common problems. Gain valuable insight to benefit your campus regarding market forces, workforce issues, legislative and advocacy issues and processes, ethical practices, and developing effective relationships with key stakeholders.
This not-to-miss program allows for interaction with faculty and colleagues through concurrent sessions, constituent-focused topics and issue-driven discussions. Meet with representatives from over 30 student financial services companies in the exhibit showcase to learn more about the latest products and services.
Preconference Seminars on Sunday, March 14
Two optional in-depth seminars are being offered to allow sufficient time for a focused educational experience in a more intimate setting. A separate registration is required with an additional $99 fee. (Please note: these programs run concurrently, you cannot attend both.)
Bursar Fundamentals
9:00 a.m. - 3:00 p.m. lunch provided
Grand Hyatt, Lone Star Ballroom
Learn or review key bursar functions including managing tuition receivables, collecting loans, implementing federal programs, and improving customer service.
Moving to Direct Lending
10:30 a.m. - 3:00 p.m. lunch provided
Grand Hyatt, Lone Star Ballroom
Many institutions are anticipating, or are in the midst of, or recently completed, a switch from the bank-based Federal Family Education Loan program to the Federal Direct Loan program. This workshop, offered in conjunction with the National Direct Student Loan Coalition, is designed to bring business officers, bursars, and student financial service professionals up to speed.
"Coming from a small, private institution, my contact with others in my field is limited to listserves, emails, and phone calls. A conference, chocked full of great information and dialogue with others, enhances my performance when I return back to work."
Jeanne Strickler
Bursar
Goucher College
Who Should Attend
- Bursars
- Business Officers
- Controllers
- Educational Financing Administrators
- Financial Advisers
- Financial Aid Administrators
- Integrated Services Staff
- Student Financial Services Directors
- Student Loan Collectors
- Student Loan Managers
Prerequisites
No prerequisites and/or advance preparation required.
Course Level
Estimated CPEs
Participants will be awarded up to 14 CPE credits. CPE credits can be earned in the following categories:
Specialized Knowledge and Applications
Fees
Member Standard: $725.00Non-Member Standard: $875.00
Schedule
Sunday, March 14
| 9:00 am | OPTIONAL PRECONFERENCE PROGRAM: Bursar FundamentalsDennis DeSantis, University of Pittsburgh David Glezerman, Temple University Susan Rose, University of St. Thomas Additional registration fee required Are you new to the business office or student financial services function, new to the higher education workplace, ready to take on more responsibilities, or perhaps just looking for a refresher on the core responsibilities of the student accounts area? Learn or review key bursar functions including managing tuition receivables, collecting loans, implementing federal programs, and improving customer service in this one-day preconference workshop. More Details... |
| 10:30 am | OPTIONAL PRECONFERENCE PROGRAM: Moving to Direct LendingLinda Combs, James Madison University Richard Jacobs, Flagler College Margaret Rodriguez, University of Michigan-Ann Arbor Christine Wages, Flagler College Additional registration fee required. This pre-conference seminar, designed for personnel from the business office, will bring you up to speed on your role and responsibilities under the Direct Loan program. In addition to an overview of the program and the systems used to administer it, the faculty will discuss options and decisions you’ll face and what you need to do to prepare. Ample time will be provided for questions and discussion. This program is provided in conjunction with the National Direct Student Loan Coalition, a nonprofit organization which serves as an advocate for institutions in the Direct Loan program. |
| 1:30 pm | Registration Open for Conference |
| 3:30 pm | Welcome and Opening RemarksJulie Selander, University of Minnesota-Twin Cities 2010 Conference Chair |
| 3:45 pm | GEN-01 Moments That MatterRick Miller, Texas A&M University - Commerce A hectic day of dealing with students, parents, and colleagues is full of phone calls, emails, meetings, audits, and endless questions. Each of these moments matter—not just to auditors, performance indicators, or your boss—but to the students we serve. They are more than transactions: for our students and us, they are moments that matter. Let’s look at what we do, how we do it, and what we get done in spite of new regulations, helicopter parents, Generation Whatevers, and limited resources. |
| 4:50 pm | What Can You Do?Elaine Brenner, Nova Southeastern University Ronald Hiser, Dartmouth College Michael Jacubenta, Emory University Marsha Lovell, University of California, Los Angeles Rick Miller, Texas A&M University - Commerce Julie Selander, University of Minnesota-Twin Cities Join colleagues from similar types of institutions to discuss your own insights and solutions for engaging students and colleagues. This opportunity to establish new connections with your peers from the beginning will enhance your conference experience. |
| 5:45 pm | Reception in the Exhibit Showcase |
Monday, March 15
| 7:30 am | Breakfast in the Exhibit Showcase |
| 8:00 am | GEN-02 Understanding the Obama Administration's Higher Education PolicyBob Shireman, US Department of Education Within two months of taking office, the new administration proposed sweeping changes to federal support for higher education. Learn about the status of these new initiatives, what they mean for you, and what else the future may hold. |
| 9:00 am | GEN-03 NACUBO UpdateAnne Gross, NACUBO Santiago Merea, NACUBO Hear about NACUBO's efforts to better serve your needs. Results from the first year of the student financial services benchmarking initiative and the annual tuition discounting survey will be shared, along with an update on several policy efforts. |
| 10:00 am | Refreshment Break in Exhibit Showcase |
| 10:30 am | CS-01 The Future of the Perkins Loan ProgramGail McLarnon, Department of Education-DC If Congress acts as expected, the Perkins Loan program as we’ve known it (and its predecessors) for the last 50 years will undergo radical changes in the coming year. Plans call for expanded loan authority, loans awarded by campuses but made and collected by ED, and the gradual liquidation of existing campus revolving funds. Learn about anticipated regulatory changes and the choices your institution will face. |
| 10:30 am | CS-02 Using Business Service Clusters to Integrate Student ServicesJennifer Seile, George Washington University Andrew Sonn, George Washington University Mary Wallace, George Washington University Learn how one university developed two service clusters—Business Services and Residential Life Services—to focus on cross-departmental solutions to service inefficiencies. This session will discuss the evolution of the clusters, the challenges encountered, and accomplishments over the last four years. Join in a discussion of possible solutions to some issues that arose, and hear how the university responded. |
| 10:30 am | CS-03 Surviving an Ever-Increasing Student PopulationNandy Baldonado, Houston Community College System While a growing student population is positive, it also poses administrative challenges. Learn how one community college tackled two of these challenges: easing the registration process for students and staff and managing the number of classes to be offered. Development of an online/in-line cashiering application drastically reduced lines (and became a revenue-generating tool). A “pay-as-you-go” enrollment process confirms enrollments nightly. |
| 12:00 pm | Lunch in Exhibit Showcase |
| 1:00 pm | CS-04 Complying with the Regulation Z Requirements for Private Education LoansJohn Lynch, ECSI Colleges and universities need to put processes in place to provide new disclosures and self-certification forms for private education loans to comply with recent Federal Reserve Board rules implementing changes to the Truth-in-Lending Act. Review what you need to do, and join the discussion about how your institution can meet these requirements. Timing, workflow, information sharing between offices, and communication with students will be covered. |
| 1:00 pm | CS-05 Developing Online Training for StaffSpencer Gaines, CoachTrain, Inc. Discover the power of online employee development as a way to communicate information, skills, knowledge, policy, or regulation. Learn how department leaders can harness the virtual classroom to empower employees through education, while reducing the time the employee will be away from the office. Engage online training and development as a catalyst for communicating change. |
| 1:00 pm | CS-06 A Light During Financial Darkness: Strategies for Enhancing Service While Cutting BudgetsKimberly Wagner, Elgin Community College Hear practical, real-life examples of how improving key elements of your financial services area can have a positive impact on the institution’s bottom line. This case study explores five successful strategies that helped bring uncollectible student accounts under control, improved cash flow and interdepartmental communications, provided more options and better service for students, and stopped annual tuition increases. |
| 2:20 pm | CS-07 Bankruptcy and State Collections LawsChad Echols |
| 2:20 pm | CS-08 The Auditors Are Coming! Tips for Surviving Their VisitMichael Jacubenta, Emory University Marsha Lovell, University of California, Los Angeles Along with the stresses of the annual year-end process comes the added burden of replying to, coping with, and worrying about the arrival of the auditors. While nothing can alleviate the concerns of their arrival, this session will address tried and tested methods of helping them minimize the time spent reviewing your processes. An overview of the audit review process, SAS 112 requirements, A133 requirements, and the overall focus on internal controls as a predictor of correct financial processing will be discussed as well as practical tips, such as where to locate, what to say, and what not to say. |
| 2:20 pm | CS-09 Using Benchmarking DataCraig Lockwood, Tuition Management Systems Santiago Merea, NACUBO |
| 3:30 pm | Refreshment Break in Exhibit Showcase |
| 4:00 pm | CS-10 Does Outsourcing Have a Role in Today’s Business Office?Dennis DeSantis, University of Pittsburgh David Glezerman, Temple University David King, Nelnet Business Solutions As staff reductions and budget cuts become the norm, discover models you can use to evaluate which functions are prospective candidates for outsourcing, and to approach the selection process for business partners. Concepts such as core competencies return on investment, value on investment, and risk management will be covered. Hear how to negotiate service level agreements that will create and maintain high quality relationships with business partners. |
| 4:00 pm | CS-11 The Changing Face of Campus ID Cards and Debit SystemsRonald Hiser, Dartmouth College Bob Piwonka, Texas A&M University Julie Selander, University of Minnesota-Twin Cities ID cards are the key to campus life, providing a variety of resources and services for today’s college students. Anything goes, including photocopying and printing services, library book check-out, accessing meal plans, debit and ATM transactions, vending machine snacks, laundry services, bookstore and technology purchases, and building access. Many schools continue to stretch the functionality of their campus ID, while others are looking to new and perhaps unlikely resources for key functionality, including bank debit cards for campus sales and vending, and faster refunds for students. Hear from three institutions on how their offices manage and interact with student ID card processes, as well as related topics on the newest “smart cards” and concerns with fraud and abuse. |
| 4:00 pm | CS-12 Succession Planning Is 'Planning for Succession'Jolene Lampton, Park University, PMB #50 Succession management is part of creating a strong organizational infrastructure. Everyone in upwardly mobile positions should be developing their replacement so they don’t leave a void when they are promoted. Learn to increase retention of superior employees by challenging and rewarding them. You will develop action steps to make succession management the catalyst for successful planning. |
| 5:00 pm | Day 2 Concludes |
Tuesday, March 16
| 7:30 am | Breakfast in Exhibit Showcase |
| 8:00 am | CS-13 Financial Literacy: Live Like a Student NowJulie Selander, University of Minnesota-Twin Cities "Live Like a Student Now, So You Don't Have To Later" is a financial literacy initiative created by the One Stop Student Services Office at the University of Minnesota. The initiative's goal is to raise awareness of the financial concerns unique to campus life, and to remind students that smart money decisions during college will benefit them for years to come. Various components of this initiative will be shared, including success stories and lessons learned, that will be helpful to financial aid administrators and student services professionals seeking innovative ideas and practical solutions for improving financial literacy of their students. |
| 8:00 am | CS-14 Managing Federal Student Aid Funds – One College’s TransformationJanet Hunter, Financial Aid Services Donna Udoh, Burlington County College Find out how one institution implemented a corrective action plan over the course of a year to come into compliance with federal regulations and significantly improve customer service. The student account manager, working with a financial aid consultant, collaborated on transforming business practices and addressing difficult student aid fund and cash management issues. Practical take-aways include examples of workflow and communications to students. |
| 8:00 am | CS-15 Perfectly Performing Personnel a Myth? How to Conduct an Effective Performance DiscussionMichael Jacubenta, Emory University Marsha Lovell, University of California, Los Angeles This presentation will begin with a role play between the typical SFS Director and his borderline ‘employee from hell’ in a performance feedback discussion. At the end of the role play, the audience will provide input regarding methods of improving communication techniques and how to force accountability in an effective, productive session. A model will then be presented with ‘best practice’ suggestions for improving communication methods and how to achieve buy-in from employees as well as improved accountability and acceptance of responsibility. Have fun while learning some coaching techniques you can apply in today’s workplace. |
| 9:20 am | CS-16 Surviving Year One: The Post-9/11 GI BillRandall Lazaro, Department of Veteran Affairs Where do we stand eight months after the launch of the new Post-9/11 GI Bill? A representative from the VA will talk about successes, challenges, and lessons learned. Learn about the agency’s progress in developing a rules-based system to streamline processes and eliminate funding delays. Bring your questions. |
| 9:20 am | CS-17 Engaging Our CustomersRose Breslin, Drexel University Melissa Englund, Drexel University Explore innovative ways to engage students and families and coordinate with other offices on campus. We’ll review a new style in customer service developed to meet student demand for information in formats that meet their preferred learning styles. Challenges in engaging a diverse population of students and a diverse set of student services will be discussed. |
| 9:20 am | CS-18 Coping with Budget CutsSpencer Gaines, CoachTrain, Inc. Ronald Hiser, Dartmouth College |
| 10:30 am | Refreshment Break in Exhibit Showcase |
| 11:00 am | GEN-04 Great IdeasElaine Brenner, Nova Southeastern University |
| 11:30 am | GEN-05 How Full Is Your Bucket?Tom Sharp, TG Explore how you can build an environment that creates positive interactions with your team, your students, and their parents, and impact individual’s emotional bank accounts. Can positive interactions have a stronger impact than negative ones? Research shows how our emotional bank accounts affect work relationships, job performance, and team synergy. This presentation is based on the #1 New York Times bestseller and others. |
| 12:30 pm | Conference Ends |
Hotel/Travel
Grand Hyatt
Situated on the banks of the Riverwalk, the Grand Hyatt San Antonio hotel presents contemporary style and an entirely new level of comfort, luxury and convenience among San Antonio hotels. Adjacent to the San Antonio Convention Center, the Grand Hyatt affords stunning views of downtown San Antonio or HemisFair Park.
When making reservations by phone, be sure to mention the block of rooms reserved by National Association of College and University Business Officers (NACUBO).
Airline Discount. NACUBO has a discount agreement with American Airlines for travel March 11-19, 2010 to San Antonio. Attendees will receive a 5% discount off the lowest applicable eligible published air fare by using promotion code 9730AN. The percentage discount can be booked on-line at www.AA.com for American Airlines and American Eagle flights only. At this time there is no ticketing fee for reservations made and ticketed on www.AA.com. Reservations may also be made via telephone at 1-800-433-1790 from anywhere in the United States or Canada and refer to your Promotion Code. There will be a separate ticketing charge of $20.00 USD per ticket for tickets purchased via the phone or $30.00 USD per ticket for tickets purchased at the airport. This amount is subject to change.
Visit the Grand Hyatt website for details, including restaurants, amenities, and nearby attractions.
Room Rate
Single: $179.00
Double: $179.00
For reservations, call 210.224.1234.
Rates are guaranteed until 2/15/2010, 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.
Presenters
Nandy Baldonado
Director, Student Financial Services and Cashiering Operations
Houston Community College System
Director, Student Financial Services and Cashiering Operations
Houston Community College System
Elaine Brenner
Associate Director of the Bursar’s Office
Nova Southeastern University
Associate Director of the Bursar’s Office
Nova Southeastern University
Rose Breslin
Senior Associate Director Student Resource Center
Drexel University
Senior Associate Director Student Resource Center
Drexel University
Linda Combs
Director, University Business Office
James Madison University
SHOW FULL BIO » Linda has been with James Madison University for 18 years and spent the past nine years as Director of the University Business Office. She received a B.S. In mass communciations with a concentration in journalism from JMU. The JMU Business Office is responsible for over 19,000 student accounts, student billing, departmental charges, cashiering, university accounts receivable, all credit card processing and PCI compliance, Perkins Loan program, domicile reclassificatoin and student ticket sales.
Director, University Business Office
James Madison University
SHOW FULL BIO » Linda has been with James Madison University for 18 years and spent the past nine years as Director of the University Business Office. She received a B.S. In mass communciations with a concentration in journalism from JMU. The JMU Business Office is responsible for over 19,000 student accounts, student billing, departmental charges, cashiering, university accounts receivable, all credit card processing and PCI compliance, Perkins Loan program, domicile reclassificatoin and student ticket sales.
Dennis J. DeSantis
Associate Vice Chancellor, Student Financial Services
University of Pittsburgh
SHOW FULL BIO » Dennis DeSantis is currently the associate vice chancellor of Student Financial Services at the University of Pittsburgh. During the last 35 years at the University, he has held many technology-based and student service positions including associate registrar, manager of Information Resources, and director of the University's SOLARS Project. He served as a member of the COHEAO Board of Directors and has served as a faculty member for NACUBO's Student Financial Services conference and as an author for Business Officer magazine and other publications. Most recently he co-authored with David Glezerman Managing and Collecting Student Accounts and Loans: A Desk Reference for Educational Receivables Stewardship available through NACUBO’s bookstore. He received his B.A. in Sociology at Villanova University, M.S. in Information Science at the University of Pittsburgh and has completed extensive doctoral work in education at the University of Pittsburgh. He has presented and published several papers on technology, student receivables, and customer service and is a member of the adjunct faculty in the Graduate School of Public International Affairs.
Associate Vice Chancellor, Student Financial Services
University of Pittsburgh
SHOW FULL BIO » Dennis DeSantis is currently the associate vice chancellor of Student Financial Services at the University of Pittsburgh. During the last 35 years at the University, he has held many technology-based and student service positions including associate registrar, manager of Information Resources, and director of the University's SOLARS Project. He served as a member of the COHEAO Board of Directors and has served as a faculty member for NACUBO's Student Financial Services conference and as an author for Business Officer magazine and other publications. Most recently he co-authored with David Glezerman Managing and Collecting Student Accounts and Loans: A Desk Reference for Educational Receivables Stewardship available through NACUBO’s bookstore. He received his B.A. in Sociology at Villanova University, M.S. in Information Science at the University of Pittsburgh and has completed extensive doctoral work in education at the University of Pittsburgh. He has presented and published several papers on technology, student receivables, and customer service and is a member of the adjunct faculty in the Graduate School of Public International Affairs.
Chad V. Echols
Outside General Counsel
Williams & Fudge, Inc.
SHOW FULL BIO » Chad V. Echols Associate cechols@hmandb.com--- 803.329.7624 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 joining the firm, Chad served as vice president and general counsel for Williams & Fudge, Inc., a national student loan collection agency located in Rock Hill. He now serves as outside general counsel to Williams & Fudge, and is a member of the steering committee for the ACA International Member Attorney Program. 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, the Association of Corporate Counsel, and ACA International. Currently Chad is president of the Interfaith Hospitality Network of York County and a board member of the Rock Hill YMCA Charlotte Avenue branch. 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
Outside General Counsel
Williams & Fudge, Inc.
SHOW FULL BIO » Chad V. Echols Associate cechols@hmandb.com--- 803.329.7624 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 joining the firm, Chad served as vice president and general counsel for Williams & Fudge, Inc., a national student loan collection agency located in Rock Hill. He now serves as outside general counsel to Williams & Fudge, and is a member of the steering committee for the ACA International Member Attorney Program. 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, the Association of Corporate Counsel, and ACA International. Currently Chad is president of the Interfaith Hospitality Network of York County and a board member of the Rock Hill YMCA Charlotte Avenue branch. 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
Melissa M. Englund
Asst. Vice President, Enrollment Planning & Retention Services
Drexel University
SHOW FULL BIO » Melissa Englund has been a fixture at Drexel University for over 20 years. During her tenure at the University, Melissa has worked in both administrative and academic departments. In her current role, she oversees the disbursement of more than $350 million in financial aid, manages a staff of professionals dedicated to excellent customer service across Drexel's campuses, and supports employee development and budgeting for Enrollment Management.
Asst. Vice President, Enrollment Planning & Retention Services
Drexel University
SHOW FULL BIO » Melissa Englund has been a fixture at Drexel University for over 20 years. During her tenure at the University, Melissa has worked in both administrative and academic departments. In her current role, she oversees the disbursement of more than $350 million in financial aid, manages a staff of professionals dedicated to excellent customer service across Drexel's campuses, and supports employee development and budgeting for Enrollment Management.
Spencer L. Gaines
President
CoachTrain, Inc.
SHOW FULL BIO » Spencer L. Gaines, Ed.D has been developing career focused individuals for over twenty years. He is the founder and president of CoachTrain, Inc. (www.coachtraining.com) offering consultation, training, conflict resolution services, and soft-skill development that speak to all levels of an organizational membership. The firm empowers people through learning initiatives that are delivered in both the virtual (online) and live classroom environments. Prior to this role, Dr. Gaines worked in both secondary and higher education. After serving as a teacher in an inner city school in Miami, Florida, he was offered a faculty position with Nova Southeastern University. He stayed with the University until the opportunity presented itself at the University of Miami as the Manager of Professional Development for the Professional Development and Training Office, a division of the University of Miami. Charged with the empowerment of over 1800 people who represented all levels of leadership at UM, Dr. Gaines and the professional development team captured and engaged a “competency-based” skill development model. This model offered development opportunities to not only the University’s leadership, but the other 13,000 University of Miami employees as well. Dr. Gaines holds a Doctorate in the fields of both Organizational Leadership and Special Education with additional coursework in human capital development, a Masters Degree in Conflict Resolution with concentrations in Organizational Systems and Culture and Diversity, Bachelor degree in Legal Studies, and an Associate’s Degree in Para-Law. He is a member of ASTD and SHRM.
President
CoachTrain, Inc.
SHOW FULL BIO » Spencer L. Gaines, Ed.D has been developing career focused individuals for over twenty years. He is the founder and president of CoachTrain, Inc. (www.coachtraining.com) offering consultation, training, conflict resolution services, and soft-skill development that speak to all levels of an organizational membership. The firm empowers people through learning initiatives that are delivered in both the virtual (online) and live classroom environments. Prior to this role, Dr. Gaines worked in both secondary and higher education. After serving as a teacher in an inner city school in Miami, Florida, he was offered a faculty position with Nova Southeastern University. He stayed with the University until the opportunity presented itself at the University of Miami as the Manager of Professional Development for the Professional Development and Training Office, a division of the University of Miami. Charged with the empowerment of over 1800 people who represented all levels of leadership at UM, Dr. Gaines and the professional development team captured and engaged a “competency-based” skill development model. This model offered development opportunities to not only the University’s leadership, but the other 13,000 University of Miami employees as well. Dr. Gaines holds a Doctorate in the fields of both Organizational Leadership and Special Education with additional coursework in human capital development, a Masters Degree in Conflict Resolution with concentrations in Organizational Systems and Culture and Diversity, Bachelor degree in Legal Studies, and an Associate’s Degree in Para-Law. He is a member of ASTD and SHRM.
David R. Glezerman
University Bursar
Temple University
University Bursar
Temple University
Anne C. Gross
Vice President, Regulatory Affairs
NACUBO
Vice President, Regulatory Affairs
NACUBO
Ronald Hiser
Director, Student Financial Services
Dartmouth College
SHOW FULL BIO » Ron Hiser is the Director of the Student Financial Services Office at Dartmouth College. He is responsible for all aspects of student accounts, student loans and other college receivables. Past positions at the institution include Assistant Controller, Internal Auditor, and Financial Manager of Dartmouth Dining Services. He received an MBA from Northeastern University in 1991 and his Bachelor of Science degree from the University of New Hampshire. He became a Certified Internal Auditor in 1993 receiving an Honorable Mention for his exam score. He has been a member of NACUBO since 1998. Ron currently serves on the board of the nonprofit, LISTEN Community Services, which he chaired from 2005-2007. In 2006, he consulted on a project to develop a New Hampshire loan program to increase the number of rural primary care physicians. He resides in Hanover, New Hampshire and is married with a daughter in college.
Director, Student Financial Services
Dartmouth College
SHOW FULL BIO » Ron Hiser is the Director of the Student Financial Services Office at Dartmouth College. He is responsible for all aspects of student accounts, student loans and other college receivables. Past positions at the institution include Assistant Controller, Internal Auditor, and Financial Manager of Dartmouth Dining Services. He received an MBA from Northeastern University in 1991 and his Bachelor of Science degree from the University of New Hampshire. He became a Certified Internal Auditor in 1993 receiving an Honorable Mention for his exam score. He has been a member of NACUBO since 1998. Ron currently serves on the board of the nonprofit, LISTEN Community Services, which he chaired from 2005-2007. In 2006, he consulted on a project to develop a New Hampshire loan program to increase the number of rural primary care physicians. He resides in Hanover, New Hampshire and is married with a daughter in college.
Janet Hunter
Senior Associate Consultant
Financial Aid Services
SHOW FULL BIO » Janet C. Hunter, Ph.D. Executive Consultant Janet Hunter has worked in higher education for more than 30 years, serving in administrative, teaching and research positions. As an FAS executive consultant, she has provided consulting services on financial aid operations, compliance and organizational design to more than 50 institutions. She has also mentored financial aid leaders and helped colleges automate their financial aid operations through the effective implementation and use of technology. Janet is experienced with a variety of financial aid software, including Datatel Colleague, SunGard Banner, Oracle PeopleSoft, College Board PowerFAIDS, and Jenzabar CARS. Prior to joining FAS, Janet worked for Knox College in Illinois for 19 years, where she served in a variety positions, including director of financial aid, vice president for enrollment and institution planning, and interim vice president for finance and college treasurer. Her professional association involvement has included extensive committee participation at the state and national levels. She served on the Lumina Foundation Need Analysis Reform Project Advisory Committee, the National Association for Financial Aid Administrators Need Analysis Standards Committee and Research Committee, the Editorial Board of the Journal of Student Aid, and American Association of Collegiate Registrars and Admissions Officer’s Financial Aid Committee. Janet received a Bachelor of Science, Master of Science and a doctorate from the University of Illinois Champaign-Urbana.
Senior Associate Consultant
Financial Aid Services
SHOW FULL BIO » Janet C. Hunter, Ph.D. Executive Consultant Janet Hunter has worked in higher education for more than 30 years, serving in administrative, teaching and research positions. As an FAS executive consultant, she has provided consulting services on financial aid operations, compliance and organizational design to more than 50 institutions. She has also mentored financial aid leaders and helped colleges automate their financial aid operations through the effective implementation and use of technology. Janet is experienced with a variety of financial aid software, including Datatel Colleague, SunGard Banner, Oracle PeopleSoft, College Board PowerFAIDS, and Jenzabar CARS. Prior to joining FAS, Janet worked for Knox College in Illinois for 19 years, where she served in a variety positions, including director of financial aid, vice president for enrollment and institution planning, and interim vice president for finance and college treasurer. Her professional association involvement has included extensive committee participation at the state and national levels. She served on the Lumina Foundation Need Analysis Reform Project Advisory Committee, the National Association for Financial Aid Administrators Need Analysis Standards Committee and Research Committee, the Editorial Board of the Journal of Student Aid, and American Association of Collegiate Registrars and Admissions Officer’s Financial Aid Committee. Janet received a Bachelor of Science, Master of Science and a doctorate from the University of Illinois Champaign-Urbana.
Richard Jacobs
Director, Student Accounts
Flagler College
Director, Student Accounts
Flagler College
Michael Jacubenta
Director of Student Financial Services, University Billing & Receivables
Emory University
SHOW FULL BIO » Director of Student Financial Services, University Billing and General Receivables since 2002. Associate Director of Financial Aid, Emory University, 1994-2001. M.A. Bowling Green State University, 1979.
Director of Student Financial Services, University Billing & Receivables
Emory University
SHOW FULL BIO » Director of Student Financial Services, University Billing and General Receivables since 2002. Associate Director of Financial Aid, Emory University, 1994-2001. M.A. Bowling Green State University, 1979.
David R. King
President
Nelnet Business Solutions
SHOW FULL BIO » David King serves as President of Nelnet Business Solutions higher education division. Mr. King co-founded infiNET (now Nelnet Business Solutions) in 1997 and served as Chief Technology Officer responsible for the development of QuikPAY®. In 2003 Mr. King took over as President and Chief Operating Officer of infiNET with responsibility for product development and operations. In 2007 Mr. King assumed the role of President of Nelnet Business Solutions' higher education division. The higher education division serves colleges and universities with a broad set of campus commerce related products including e-billing, e-payments, refunds management, credit card merchant processing and tuition payment plan administration. Prior to co-founding infiNET, Mr. King managed major information systems projects for companies including Eli Lilly and Abbott Laboratories. At Abbott Laboratories, he served as Chief Architect and manager of a multimillion-dollar clinical trials system for Abbott's Pharmaceutical Products Division. Mr. King's system design enabled Abbott to receive FDA approval for the HIV protease inhibitor, Norvir, in the shortest time period in history, and a full 20 days earlier than a competitor's similar drug, giving Abbott Laboratories a strategic market advantage. Mr. King holds undergraduate and graduate degrees in physics and mathematics, with a focus on computational modeling. He has also completed post-graduate work toward his doctorate in physics. Mr. King has several articles published in physical review letters for his leading computational modeling research on molecular interactions. In addition, his research findings on adaptive resonance theory for effective pattern recognition are published in Optical Memory and Neural Networks.
President
Nelnet Business Solutions
SHOW FULL BIO » David King serves as President of Nelnet Business Solutions higher education division. Mr. King co-founded infiNET (now Nelnet Business Solutions) in 1997 and served as Chief Technology Officer responsible for the development of QuikPAY®. In 2003 Mr. King took over as President and Chief Operating Officer of infiNET with responsibility for product development and operations. In 2007 Mr. King assumed the role of President of Nelnet Business Solutions' higher education division. The higher education division serves colleges and universities with a broad set of campus commerce related products including e-billing, e-payments, refunds management, credit card merchant processing and tuition payment plan administration. Prior to co-founding infiNET, Mr. King managed major information systems projects for companies including Eli Lilly and Abbott Laboratories. At Abbott Laboratories, he served as Chief Architect and manager of a multimillion-dollar clinical trials system for Abbott's Pharmaceutical Products Division. Mr. King's system design enabled Abbott to receive FDA approval for the HIV protease inhibitor, Norvir, in the shortest time period in history, and a full 20 days earlier than a competitor's similar drug, giving Abbott Laboratories a strategic market advantage. Mr. King holds undergraduate and graduate degrees in physics and mathematics, with a focus on computational modeling. He has also completed post-graduate work toward his doctorate in physics. Mr. King has several articles published in physical review letters for his leading computational modeling research on molecular interactions. In addition, his research findings on adaptive resonance theory for effective pattern recognition are published in Optical Memory and Neural Networks.
Jolene A. Lampton
Professor, Management Accounting
Park University, PMB #50
SHOW FULL BIO » Jolene A. Lampton, Ph.D. is Assistant Professor of Management Accounting at Park University. Dr. Lampton teaches accounting and management subjects. Her research areas include succession planning and ethics education. Dr. Lampton has authored "The CPA’s Guide to Ethical Behavior," which was approved by the Texas State Board of Accountancy, in 2007 and marketed by ApexCpe.com. Dr. Lampton previously worked for the Succession Institute, LLC, a consulting firm specializing in succession consulting for the CPA profession. Another area of interest for Dr. Lampton is financial literacy, an area in which she has performed service by speaking on financial topics in the area of financial literacy for young adults.
Professor, Management Accounting
Park University, PMB #50
SHOW FULL BIO » Jolene A. Lampton, Ph.D. is Assistant Professor of Management Accounting at Park University. Dr. Lampton teaches accounting and management subjects. Her research areas include succession planning and ethics education. Dr. Lampton has authored "The CPA’s Guide to Ethical Behavior," which was approved by the Texas State Board of Accountancy, in 2007 and marketed by ApexCpe.com. Dr. Lampton previously worked for the Succession Institute, LLC, a consulting firm specializing in succession consulting for the CPA profession. Another area of interest for Dr. Lampton is financial literacy, an area in which she has performed service by speaking on financial topics in the area of financial literacy for young adults.
Randall Lazaro
Management and Program Analyst, Education Services
Department of Veteran Affairs
Management and Program Analyst, Education Services
Department of Veteran Affairs
Craig S. Lockwood
Vice President, Finance
Tuition Management Systems
SHOW FULL BIO » Craig S. Lockwood, Senior Vice President – Strategy & Planning Craig has primary responsibility for strategic planning and product management at Tuition Management Systems. Prior to the acquisition by KeyBank, Craig held the position of Chief Financial Officer for Tuition Management Systems, a private education payment solutions company. 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 and Management from Cornell University and a Masters of Science in Finance from Suffolk University.
Vice President, Finance
Tuition Management Systems
SHOW FULL BIO » Craig S. Lockwood, Senior Vice President – Strategy & Planning Craig has primary responsibility for strategic planning and product management at Tuition Management Systems. Prior to the acquisition by KeyBank, Craig held the position of Chief Financial Officer for Tuition Management Systems, a private education payment solutions company. 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 and Management from Cornell University and a Masters of Science in Finance from Suffolk University.
Marsha Lovell
Director, Student Financial 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). 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.
Director, Student Financial 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). 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.
John Lynch
CEO and President
ECSI
SHOW FULL BIO » John Lynch is responsible for the overall operation of ECSI. In leadership roles throughout his 21 year history with the company, John has held many positions with ECSI including: Senior System Analyst, VP of Sales and Marketing as well as COO and is an integral part of the overall culture and market success. John is a nationally recognized thought leader and prognosticator of industry trends and legislative changes. John was the Treasurer, for the last four years, and served on the Board of Directors for Coalition of Higher Education Assistance Organizations (COHEAO) for the last 6 years.
CEO and President
ECSI
SHOW FULL BIO » John Lynch is responsible for the overall operation of ECSI. In leadership roles throughout his 21 year history with the company, John has held many positions with ECSI including: Senior System Analyst, VP of Sales and Marketing as well as COO and is an integral part of the overall culture and market success. John is a nationally recognized thought leader and prognosticator of industry trends and legislative changes. John was the Treasurer, for the last four years, and served on the Board of Directors for Coalition of Higher Education Assistance Organizations (COHEAO) for the last 6 years.
Gail McLarnon
Program Specialist
Department of Education-DC
SHOW FULL BIO » Gail McLarnon has served as a Program Analyst with the Department of Education since 1995. Currently with the Office of Postsecondary Education's Office of Policy, Planning and Innovation, she focuses primarily on regulatory and legislative analysis and policy development on a broad range of issues related to the Federal student aid programs. Prior to joining the Office of Policy, Planning and Innovation, Ms. McLarnon was the lead analyst on the Federal Perkins Loan Program in the Department's Office of Federal Student Aid. She was a Public Affairs Officer at the Bank of Boston before joining the Department. Ms. McLarnon earned a B.A. in Government and Public Affairs at George Mason University and an M.A. in Political Management from The George Washington University.
Program Specialist
Department of Education-DC
SHOW FULL BIO » Gail McLarnon has served as a Program Analyst with the Department of Education since 1995. Currently with the Office of Postsecondary Education's Office of Policy, Planning and Innovation, she focuses primarily on regulatory and legislative analysis and policy development on a broad range of issues related to the Federal student aid programs. Prior to joining the Office of Policy, Planning and Innovation, Ms. McLarnon was the lead analyst on the Federal Perkins Loan Program in the Department's Office of Federal Student Aid. She was a Public Affairs Officer at the Bank of Boston before joining the Department. Ms. McLarnon earned a B.A. in Government and Public Affairs at George Mason University and an M.A. in Political Management from The George Washington University.
Santiago Guillermo Merea
Research Associate
NACUBO
Research Associate
NACUBO
Rick Miller
Director-Center for Applied Leadership
Texas A&M University - Commerce
SHOW FULL BIO » “On Purpose…for a Purpose” – the credo that keeps Rick Miller on the leading edge of leadership development. Rick is the Director of The Center for Applied Leadership at Texas A&M University-Commerce. His background as a professional speaker, writer and administrator gives a depth to his content as do stories from adventures of working throughout the US, Canada and Australia. He’s a graduate of Texas A&M-Commerce and completed graduate and post graduate work at The University of South Carolina. Author of many articles, his videos on various aspects of human performance, and graphics have been sold around the world. Rick has worked both at South Carolina and A&M-Commerce in the Division of Student Affairs in numerous capacities. Rick’s research in the area of personality and leadership, led to the development of LeaderStyles – an instrument widely used by organizations and individuals. Rick received the StrengthsQuest Advocate certification from Gallup University and is leading the StrengthsQuest initiative on his campus. His corporate work with municipalities and government agencies, non-profits and associations has opened doors for learning more effective ways to get today’s students ready for the workplace. Rick’s current project enables him to work with leaders who seek to make a difference. With a background in Social Psychology, Student Development and Communication – Rick works with colleagues from across the university/business spectrum to create new methods and technology to equip leaders. Today – Rick Miller will help us look at “Moments that Matter” – ways to engage ourselves and our students every day.
Director-Center for Applied Leadership
Texas A&M University - Commerce
SHOW FULL BIO » “On Purpose…for a Purpose” – the credo that keeps Rick Miller on the leading edge of leadership development. Rick is the Director of The Center for Applied Leadership at Texas A&M University-Commerce. His background as a professional speaker, writer and administrator gives a depth to his content as do stories from adventures of working throughout the US, Canada and Australia. He’s a graduate of Texas A&M-Commerce and completed graduate and post graduate work at The University of South Carolina. Author of many articles, his videos on various aspects of human performance, and graphics have been sold around the world. Rick has worked both at South Carolina and A&M-Commerce in the Division of Student Affairs in numerous capacities. Rick’s research in the area of personality and leadership, led to the development of LeaderStyles – an instrument widely used by organizations and individuals. Rick received the StrengthsQuest Advocate certification from Gallup University and is leading the StrengthsQuest initiative on his campus. His corporate work with municipalities and government agencies, non-profits and associations has opened doors for learning more effective ways to get today’s students ready for the workplace. Rick’s current project enables him to work with leaders who seek to make a difference. With a background in Social Psychology, Student Development and Communication – Rick works with colleagues from across the university/business spectrum to create new methods and technology to equip leaders. Today – Rick Miller will help us look at “Moments that Matter” – ways to engage ourselves and our students every day.
Bob Piwonka
Executive Director, Student Business Services
Texas A&M University
Executive Director, Student Business Services
Texas A&M University
Margaret H. Rodriguez
Senior Associate Director
University of Michigan-Ann Arbor
Senior Associate Director
University of Michigan-Ann Arbor
Susan Rose
Treasurer
University of St. Thomas
SHOW FULL BIO » Susan Rose is the Treasurer of the University of St. Thomas in Houston, Texas, a position she has held since 1999. In addition to her responsibilities with the university, she is the Student Financials functional lead of the Oracle/PeopleSoft student software system. Rose has served on the PS Student Financials Product Advisory Group and Product Advisory Counsel, and was the SF Track Chairperson for the 2004 PS HEUG Conference. She served on the Board of the Texas Association of Bursars for Universities and Colleges and has presented at these conferences as well as many others. A 1992 graduate of the University of Houston with a bachelor’s degree in accounting, Rose has been working in higher education since 1994.
Treasurer
University of St. Thomas
SHOW FULL BIO » Susan Rose is the Treasurer of the University of St. Thomas in Houston, Texas, a position she has held since 1999. In addition to her responsibilities with the university, she is the Student Financials functional lead of the Oracle/PeopleSoft student software system. Rose has served on the PS Student Financials Product Advisory Group and Product Advisory Counsel, and was the SF Track Chairperson for the 2004 PS HEUG Conference. She served on the Board of the Texas Association of Bursars for Universities and Colleges and has presented at these conferences as well as many others. A 1992 graduate of the University of Houston with a bachelor’s degree in accounting, Rose has been working in higher education since 1994.
Jennifer Seile
Program Manager, GW Planning & Assessment/Business Management and Analysis Group (BMAG)
George Washington University
SHOW FULL BIO » Jennifer Seile has been with The George Washington University since 1999. As a project manager, her recent focus has been on projects related to University-wide service and operational excellence; cross-divisional integration; and cost saving and sustainability as well as related initiatives. She also previously worked in GW’s Career Center on communication, student employment, events, and technology initiatives. Before coming to GW, Jen’s higher education experience included community college advising, remote teaching center management, international education non profit program coordination, and law school career services. Jennifer has a BA in International Affairs, a post-graduate certificate in Public Relations and an MA in Organizational Management, and is a certified Project Management Professional (PMP).
Program Manager, GW Planning & Assessment/Business Management and Analysis Group (BMAG)
George Washington University
SHOW FULL BIO » Jennifer Seile has been with The George Washington University since 1999. As a project manager, her recent focus has been on projects related to University-wide service and operational excellence; cross-divisional integration; and cost saving and sustainability as well as related initiatives. She also previously worked in GW’s Career Center on communication, student employment, events, and technology initiatives. Before coming to GW, Jen’s higher education experience included community college advising, remote teaching center management, international education non profit program coordination, and law school career services. Jennifer has a BA in International Affairs, a post-graduate certificate in Public Relations and an MA in Organizational Management, and is a certified Project Management Professional (PMP).
Julie A. Selander
Senior Associate Director
University of Minnesota-Twin Cities
SHOW FULL BIO » Julie Selander Senior Associate Director, One Stop Student Services University of Minnesota Julie Selander has worked in higher education administration and finance for over 22 years. Her experience includes student loan servicing operations, tuition payment plan sales and marketing, as well as management positions in student accounts receivable, billing, collections, financial aid, and customer service. Julie is currently the senior associate director of the One Stop Student Services Office at the University of Minnesota providing seamless and integrated student services in the areas of enrollment, registration, financial aid, billing and student accounts receivable. Thirty One Stop Counselors across three campus locations provide service via phone, e-mail, and in-person for over 51,000 students on the Twin Cities campus. Julie presents frequently on various topics related to higher education student services and has written several articles for publication, including NACUBO’s Student Centered Financial Services: Innovations That Succeed. She serves as a board member for Minnesota’s College Goal Sunday initiative and is a founding member and on the board of directors for the Institute for Student Services Professionals. She has her undergraduate and master’s degree from the University of Minnesota and is currently a Ph.D. student at the University of Minnesota in the Higher Education Policy and Administration program.
Senior Associate Director
University of Minnesota-Twin Cities
SHOW FULL BIO » Julie Selander Senior Associate Director, One Stop Student Services University of Minnesota Julie Selander has worked in higher education administration and finance for over 22 years. Her experience includes student loan servicing operations, tuition payment plan sales and marketing, as well as management positions in student accounts receivable, billing, collections, financial aid, and customer service. Julie is currently the senior associate director of the One Stop Student Services Office at the University of Minnesota providing seamless and integrated student services in the areas of enrollment, registration, financial aid, billing and student accounts receivable. Thirty One Stop Counselors across three campus locations provide service via phone, e-mail, and in-person for over 51,000 students on the Twin Cities campus. Julie presents frequently on various topics related to higher education student services and has written several articles for publication, including NACUBO’s Student Centered Financial Services: Innovations That Succeed. She serves as a board member for Minnesota’s College Goal Sunday initiative and is a founding member and on the board of directors for the Institute for Student Services Professionals. She has her undergraduate and master’s degree from the University of Minnesota and is currently a Ph.D. student at the University of Minnesota in the Higher Education Policy and Administration program.
Tom Sharp
Assistant Vice President, Corporate Learning and Development
TG
Assistant Vice President, Corporate Learning and Development
TG
Bob Shireman
Deputy Undersecretary
US Department of Education
SHOW FULL BIO » Robert Shireman is Deputy Undersecretary at the U.S. Department of Education, with responsibilities for college financial aid and other higher education initiatives. A leading expert on college access and financial aid, Bob Shireman previously served as a congressional appointee to the Federal Advisory Committee on Student Financial Assistance, as an advisor to U.S. Senator Paul Simon, and as part of President Clinton’s White House National Economic Council. Shireman is founder of The Institute for College Access and Success and the Project on Student Debt. He holds a B.A. in economics from U.C. Berkeley, and master’s degrees from Harvard (education) and the University of San Francisco (public administration).
Deputy Undersecretary
US Department of Education
SHOW FULL BIO » Robert Shireman is Deputy Undersecretary at the U.S. Department of Education, with responsibilities for college financial aid and other higher education initiatives. A leading expert on college access and financial aid, Bob Shireman previously served as a congressional appointee to the Federal Advisory Committee on Student Financial Assistance, as an advisor to U.S. Senator Paul Simon, and as part of President Clinton’s White House National Economic Council. Shireman is founder of The Institute for College Access and Success and the Project on Student Debt. He holds a B.A. in economics from U.C. Berkeley, and master’s degrees from Harvard (education) and the University of San Francisco (public administration).
Andrew Sonn
Director of SASS Customer Service Initiatives
George Washington University
SHOW FULL BIO » Dr. Andrew “Andy” Sonn has worked in Student Affairs, mainly in the housing and residence life areas, for 17 years. Dr. Sonn arrived at The George Washington University (GW) in 1999 and worked as GW's housing director for 5 years. In 2004, Dr. Sonn became GW’s Director of Student and Academic Support Services (in the Senior Vice President for Student and Academic Support Services’ Office), and has served in that role since then. Since Fall 2008, Dr. Sonn has been working on the implementation of the Yellow Ribbon Program at GW, enhancing veteran services, and institution-wide initiatives relating to service improvement, particularly in the student services areas. Dr. Sonn also served as a staff member in Georgetown’s Office of Housing Services as well as a Community Director and a graduate assistant in University of Maryland’s Department of Residence Life. Dr. Sonn has a B.A. is in History from Gettysburg College, an M.A. is in 19th century U.S. Social and Cultural History with a Minor in African History from the University of Maryland at College Park, and an Ed.D. in Higher Education Administration from The GW. Dr. Sonn’s dissertation was on higher education fundraising in support of student affairs activities and is entitled “Institutions’ Needs and Donors’ Dreams: A Case Study of Successful Student Affairs Fundraising Collaboration at Three Private Research Universities”. Dr. Sonn’s professional and research interests include higher education leadership, assessment in higher education, continuous improvement models applied to higher education, higher education fundraising, and veteran student engagement.
Director of SASS Customer Service Initiatives
George Washington University
SHOW FULL BIO » Dr. Andrew “Andy” Sonn has worked in Student Affairs, mainly in the housing and residence life areas, for 17 years. Dr. Sonn arrived at The George Washington University (GW) in 1999 and worked as GW's housing director for 5 years. In 2004, Dr. Sonn became GW’s Director of Student and Academic Support Services (in the Senior Vice President for Student and Academic Support Services’ Office), and has served in that role since then. Since Fall 2008, Dr. Sonn has been working on the implementation of the Yellow Ribbon Program at GW, enhancing veteran services, and institution-wide initiatives relating to service improvement, particularly in the student services areas. Dr. Sonn also served as a staff member in Georgetown’s Office of Housing Services as well as a Community Director and a graduate assistant in University of Maryland’s Department of Residence Life. Dr. Sonn has a B.A. is in History from Gettysburg College, an M.A. is in 19th century U.S. Social and Cultural History with a Minor in African History from the University of Maryland at College Park, and an Ed.D. in Higher Education Administration from The GW. Dr. Sonn’s dissertation was on higher education fundraising in support of student affairs activities and is entitled “Institutions’ Needs and Donors’ Dreams: A Case Study of Successful Student Affairs Fundraising Collaboration at Three Private Research Universities”. Dr. Sonn’s professional and research interests include higher education leadership, assessment in higher education, continuous improvement models applied to higher education, higher education fundraising, and veteran student engagement.
Donna Udoh
Accounting Administrator
Burlington County College
SHOW FULL BIO » Donna Udoh has worked in the field of Higher Education for 8 years. Currently, she works at Burlington County College as an Accounting Administrator. Her responsibilities include overseeing the Business Office, more commonly known as the Bursar Office. She manages student billing, cashiering and delinquent account collections. She is responsible for the timely preparation of financial aid refunds as well as regular refunds. She reconciles both state and federal financial aid awards to the general ledger and GAPS. She is responsible for the timely return of all state, federal and loan monies to the respective agencies/companies. Previously, she worked at The College of New Jersey as the Collections Manager. She collected delinquent tuition accounts as well as she administered the Federal Perkins and Nursing Loan programs. Prior to working in Higher Education she worked for a major hotel chain for a total of 15 years as both an Assistant Controller and then a Controller. She has been very active in EARMA, Educational Accounts Receivable Management Association, for 5 years and currently serves on the steering committe as a member at large. She earned her undergraduate degree from the University of California, San Diego.
Accounting Administrator
Burlington County College
SHOW FULL BIO » Donna Udoh has worked in the field of Higher Education for 8 years. Currently, she works at Burlington County College as an Accounting Administrator. Her responsibilities include overseeing the Business Office, more commonly known as the Bursar Office. She manages student billing, cashiering and delinquent account collections. She is responsible for the timely preparation of financial aid refunds as well as regular refunds. She reconciles both state and federal financial aid awards to the general ledger and GAPS. She is responsible for the timely return of all state, federal and loan monies to the respective agencies/companies. Previously, she worked at The College of New Jersey as the Collections Manager. She collected delinquent tuition accounts as well as she administered the Federal Perkins and Nursing Loan programs. Prior to working in Higher Education she worked for a major hotel chain for a total of 15 years as both an Assistant Controller and then a Controller. She has been very active in EARMA, Educational Accounts Receivable Management Association, for 5 years and currently serves on the steering committe as a member at large. She earned her undergraduate degree from the University of California, San Diego.
Christine Wages
Assistant Director of Student Accounts
Flagler College
SHOW FULL BIO » Assistant Director of Student Accounts; employed with Flagler College for 20 years. Have been involved in the transition process from paper processing to on line processing. Attended Valdosta State College.
Assistant Director of Student Accounts
Flagler College
SHOW FULL BIO » Assistant Director of Student Accounts; employed with Flagler College for 20 years. Have been involved in the transition process from paper processing to on line processing. Attended Valdosta State College.
Kimberly Wagner
Senior Director of Student Financial Services
Elgin Community College
SHOW FULL BIO » With 11 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 Senior 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.
Senior Director of Student Financial Services
Elgin Community College
SHOW FULL BIO » With 11 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 Senior 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.
Mary Lee Wallace
Managing Director, Service Improvement Initiatives & Projects
George Washington University
SHOW FULL BIO » Mary Wallace has worked at the George Washington University for 12+ years. She came to the University after holding several consulting positions in the private sector. Her first position at the University was Director of Finical Analysis where she learned about the University’s financial and operations issues. From there she created the Planning and Analysis department and began to focus more on resolving operational issues and improving efficiency. In 2005 she restructured her department into the Planning & Assessment Unit which was a small internal consulting group that focused on service improvement and improved efficiency. The overriding theme of her work during that time was continuous improvement on the path to service excellence. In 2007 her department was split off but she remained and transitioned to her current position of Managing Director of Service Improvement Initiatives and Projects. In her current role she works to identify service improvement opportunities and to implement best practices that will help support a culture of service excellence at the George Washington University.
Managing Director, Service Improvement Initiatives & Projects
George Washington University
SHOW FULL BIO » Mary Wallace has worked at the George Washington University for 12+ years. She came to the University after holding several consulting positions in the private sector. Her first position at the University was Director of Finical Analysis where she learned about the University’s financial and operations issues. From there she created the Planning and Analysis department and began to focus more on resolving operational issues and improving efficiency. In 2005 she restructured her department into the Planning & Assessment Unit which was a small internal consulting group that focused on service improvement and improved efficiency. The overriding theme of her work during that time was continuous improvement on the path to service excellence. In 2007 her department was split off but she remained and transitioned to her current position of Managing Director of Service Improvement Initiatives and Projects. In her current role she works to identify service improvement opportunities and to implement best practices that will help support a culture of service excellence at the George Washington University.
Contact
Altovise Davis
Senior Program Manager
202.861.2586
E-mail
Program Overview
Student Financial Services Conference
March 14-16, 2010
Fees
- Member Standard: $725.00
- Non-Member Standard: $875.00
Estimated CPEs:14
Sponsors
Corporate Opportunities
