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2012 Student Financial Services Conference
March 18-20, 2012
Hyatt Regency Grand Cypress
Orlando, FL
Overview
NACUBO’s Student Financial Services Conference provides you with a wealth of opportunities to learn from leaders in the field, keep up with regulatory requirements and innovations in technology, and perhaps most importantly, to network and share best practices with colleagues.
This year’s plenary speakers include:
- Eric Haseltine, neuroscientist and technologist, author of Long Fuse, Big Bang: Achieving Long-Term Success Through Daily Victories, and NACUBO’s Leadership Series speaker for 2012
- Teri Yanovitch, author of Unleashing Excellence: The Complete Guide to Ultimate Customer Service, a former Disney Institute keynoter and experienced quality management consultant to businesses and higher education institutions
- A panel of student advocates to explore current policy issues from a slightly different perspective
- Your representatives in Washington, Liz Clark and Anne Gross, to update you on Congressional and federal agency actions
A robust lineup of concurrent sessions allows you to choose from a range of topics addressing challenges you confront every day: managing people and processes, complying with regulations, improving communications with students, and coping with ever-increasing pressure to reduce costs. Connect with your peers and potential partners as you explore the many products and services available to help you do your job in our exhibit hall.
Extended Learning Opportunities
For those interested in learning more, two optional focused workshops are offered this year. A pre-conference on Sunday, March 18, will concentrate on fundamental skills necessary for all bursars and student financial services directors, new and old. After the main program concludes on March 20th, attorney Chad Echols will lead an in-depth seminar on the legal aspects of collections. (Separate registration and additional fees are required for both; see checkboxes on registration page.)
Who Should Attend
- Bursars
- Controllers
- Financial Advisers
- Financial Aid Administrators
- Integrated Services Staff
- Student Financial Services Directors
- Student Loan Managers
What You'll Learn
- To use technology, including mobile apps and CRM systems, to better connect you to your stakeholders
- How top-tier customer service can help you effectively communicate with students and parents
- How to protect your institution from financial aid fraud
- How other institutions address write-offs and collections and how you can keep cohort default rates low
- Ways the new Consumer Financial Protection Bureau may impact your institution and students
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 Application
Fees
Member: $700.00Non-Member: $850.00
(Early bird ends 2/20/2012)
Schedule
Sunday, March 18
| 9:00 am | Pre-Conference Program: Bursar FundamentalsDeAhn Baucom, University of North Carolina at Chapel Hill Michael Jacubenta, Emory University Christine Wages, Flagler College This preconference is designed for those new to the business office, student financial services, or the higher education workplace, or those who just want a refresher on the core responsibilities of the student accounts area.
Note: A seperate registration and additional fee ($109 member, $139 non-member) is required to attend this pre-conference program. You can register by selecting "Register Now" above. The program will run from 9 AM - 3 PM and lunch will be provided.
Topics will include:
|
| 1:30 pm | Registration and Exhibit Hall Open |
| 3:30 pm | Welcome and Opening Remarks |
| 3:45 pm | Unleashing Excellence: The Complete Guide to Customer ServiceTeri Yanovitch, T.A. Yanovitch Inc. Superior customer service can be an essential source of strength and brand for your organization. Everything your customers see, hear, smell, and touch has an impact on the perception of their experience and of the institution. Discover techniques and tools that you can immediately apply to raise your current level of service from ordinary to extraordinary. Learn how to create a seamless experience of service excellence for both internal and external customers. |
| 5:00 pm | Discussion Roundtables Join colleagues from peer institutions to discuss how to bring extraordinary service to your campus. |
| 5:45 pm | Reception in Exhibit Hall |
Monday, March 19
| 7:00 am | Continental Breakfast in Exhibit Hall |
| 8:00 am | Long Fuse, Big Bang: Achieving Long-Term Success Through Daily VictoriesEric Haseltine, Haseltine Partners, LLC In his new book, Long Fuse, Big Bang, Dr. Haseltine discusses how to create long-term success, while improving—as opposed to sacrificing—near-term performance. He draws on his training as a brain scientist and over thirty years experience as a senior executive in industry and government to explain how our brains fool us in to believing that we must sacrifice tomorrow in order to survive today. Through colorful and entertaining case studies, Dr. Haseltine shows how to work with our brain’s craving for instant gratification, instead of fighting this ancient urge. |
| 9:15 am | Washington UpdateElizabeth Clark, NACUBO Anne Gross, NACUBO Join your representatives in DC for an overview of legislative and regulatory actions over the last year and a look ahead at what 2012 may bring. How will the push to contain the federal deficit impact higher education? What new rules on loans is ED going to propose? What other agencies should be on your radar? |
| 10:30 am | Refreshment Break in Exhibit Hall |
| 10:45 am | CDR: What You Need to Know and How to Keep It LowDavid Garza, TG Melet Leafgreen, Texas Christian University Byron Webster, TG New 3-year cohort default rates are scheduled for release in early 2012, combined with trends in the number of students receiving loans, the average size of loans, and the impact of the economy on employment opportunities for graduates, could force dramatic changes in how institutions organize internal processes and procedures. Understand the risks faced by your institution and how you can participate in reducing them. |
| 10:45 am | Financial Aid Fraud: A CounteroffensiveTimothy Parry, Liberty University Robert Ritz, Liberty University Financial aid fraud continues to grow in the U.S., running a risk to taxpayer-funded aid and draining precious time and resources away from staff and students. Learn how to deploy specific, proactive, low-cost measures to address this problem. Discover policies and methods you can use to counter this threat, bolster program integrity, and improve compliance. |
| 10:45 am | Time Is Money: Improving Collections StrategicallyElaine Brenner, Nova Southeastern University Tyson Cooper, Southern Virginia University Kimberly Wagner, Elgin Community College When should your department start the collection process? Should you outsource? How does your institution prepare statistical reports to evaluate and communicate collection and write-off measures? Hear how three institutions strategically design their collection efforts to minimize cost to their schools, maximize return, and retain students. The institutions will share their collection activity timelines from late fees to write-offs and beyond. |
| 12:00 pm | Lunch in Exhibit Hall |
| 1:15 pm | Managing the Environment: Top Issues Facing SFS OfficesDennis DeSantis, University of Pittsburgh David Glezerman, Temple University Do conflicting priorities overtake your efforts to accomplish your goals? Feeling overwhelmed with day-to-day operations? Join two long-time bursars in a discussion about the issues and concerns facing today’s student financial services offices. |
| 1:15 pm | No Bill, No Cash...No Problem!Virginia Layton, The Ohio State University Tony Newland, The Ohio State University The Ohio State University no longer accepts cash as a form of student payment, and does not generate static billing statements for students to view. The result: numerous operational efficiencies including eliminating armored car services, increasing cash flow with more timely deposit of funds, less dependence on external vendors, fewer customer inquiries about “what do I owe?” and, of course, cost savings. |
| 1:15 pm | The New Consumer Financial Protection BureauRohit Chopra, Consumer Financial Protection Bureau Welcome to our newest regulator! In its first six months, the CFPB unveiled two projects focused on postsecondary education, Know Before You Go and the Student Debt Repayment Assistant, and began collecting information for a report to Congress on private education loans. Hear about these and other activities that may impact your students and institution and learn about the Bureau’s plans for the future. |
| 2:30 pm | Complying with the New R2T4 RulesRaymond Kimmel, University of Cincinnati Main Campus Ken Wolterman, University of Cincinnati Main Campus Major changes to the rules for return of Title IV funds when a student withdraws took effect in July that requires institutions to rethink their processes. Review the new regulations on treatment of modular classes and understand the timelines involved. Follow the evolution of new processes at the University of Cincinnati and learn what you need to do to stay in compliance. |
| 2:30 pm | Creating Customer-Centric Student Financial ServicesChristopher Doran, University of Virginia Sabrina Whitcomb, University of Virginia In just two years, the University of Virginia has evolved from pink “while you were out” slips to a versatile and searchable issues management database. Learn about the origins, development, and implementation of the home-grown issues management, contact tracking, and executive reporting tool supporting integrated SFS operations. The tool provides timely resolution of escalated issues, reporting and accountability against service-level expectations, shared workflow, contact reason trending and reporting, average handle time, and helps drive improvements based on quantifiable data. |
| 2:30 pm | Innovative Student Financial SolutionsKristy Harner, Lee University Sheila Lee, Lee University Many students do not read their mail or email when it comes to financial matters. Discover how a small private institution, in an effort to educate and provide much needed communication to both new and returning students, developed three initiatives: creation of an informational “business card,” using a web portal for important notifications regarding account status, and attending freshman gateway classes. Lee University also catches students’ attention by requiring a permit to take final exams—available only to those whose accounts are paid in full. |
| 3:45 pm | Refreshment Break in Exhibit Hall |
| 4:15 pm | Leveraging Existing Resources for Financial Literacy ServicesGina Lucente-Cole, American Student Assistance Corporation Jennifer Schott, American Student Assistance Corporation David Smedley, George Washington University Financial literacy programming and services is best delivered in a counseling environment, either professionally or via peer counseling. Schools with limited resources need not develop their own financial literacy programming, however. Discover how to leverage the plentiful resources available from government agencies and nonprofit organizations, including guaranty agencies that are required to develop financial literacy materials under the Higher Education Act. |
| 4:15 pm | Protecting Your Piece of the PIITyson Cooper, Southern Virginia University Susan Rider, Johnson County Community College Join a roundtable discussion on the protection of personally identifiable information (PII). Specific regulations such as Red Flags and PCI DSS will be reviewed. Learn how other regulations, such as FERPA and GLB, pertain to PII as well. This session is intended to be an open discussion and sharing of ideas and best practices for PII on campus. |
| 4:15 pm | Smart Phones Are Now Admitted!Marsha Lovell, University of California, Los Angeles Students now use smart phones to share their lives with family and friends, surf the web, text, and talk their way through the day. Adaptive change is necessary to relate and connect with this new communication method. What does this mean to your campus and your office? How can you bridge the gap through effective use of social media, mobile applications, and changed processes? Join in an interactive discussion of getting into the student’s space and delivering information the way they want to receive it! Plan to share an idea about what is working at your campus. |
| 5:15 pm | End of Programming Day |
Tuesday, March 20
| 7:00 am | Continental Breakfast in Exhibit Hall |
| 8:00 am | Simple Solutions Contest |
| 8:15 am | Student Perspectives on the Business of Higher EducationElizabeth Clark, NACUBO Nancy Guarneros, Claremont Graduate University Rich Williams, US Public Interest Research Group You work hard to ensure that your institution’s operations serve students with both quality and efficiency. However, college and university policies and procedures designed to implement regulatory and legislative requirements and to follow budgetary policy can often be mind-boggling to students. This session will explore the general experience of students as consumers as well as the DREAM Act, student debt and other issues on the minds of students. In this moderated discussion, you’ll hear from current students, leaders and organizers who are dedicated to creating higher education opportunities that are both affordable and accessible to all. |
| 9:35 am | Communicating in Chaos: Maintaining Good Communication with Students during Peak TimesKimberly Wagner, Elgin Community College Elgin Community College trains its staff on how to communicate with angry/frustrated parents and students with tools such as a short list of customer-friendly things to say in response to a student. During the last five years, customer service has turned around and, even when it’s busy, the noise level is down from prior years. |
| 9:35 am | Technology in the Bursar's Office - The Good, The Bad, and the UglyLinda Combs, James Madison University Kathy Starick, James Madison University The JMU Business Office has implemented many procedural changes in the past few years, replacing manual processes with technology. Using resources ranging from a third-party vendor to the university bank to the ERP system, we have significantly reduced manual processes and regained much needed staff time for students and parents with serious financial issues. Explore available technologies, impact on customer interaction, and how to avoid impending disasters that can occur with the “push of a button.” |
| 9:35 am | Third-Party Payments: From the NACUBO Work Group to SolutionsJohn Hockersmith, University of Illinois University Administration John McElroy, TouchNet Information Systems, Inc. NACUBO has been working with a representative group of colleges, universities, and technology providers to explore potential solutions to the escalating administrative burden of third-party billing and payments. Review the information gathered by the work group including transaction volume estimates and the most common processing issues, and see how the first software solution to come to market, TouchNet’s SponsorPoint, works to automate statement distribution and posting of payments. |
| 10:35 am | Refreshment/Checkout Break in Exhibit Hall |
| 11:00 am | Payment Processing - It's Not Trading Stones AnymoreMarsha Lovell, University of California, Los Angeles Automated processes now prevail, credit card companies have gone public, and the US Post Office no longer delivers check payments as quickly. Checks are passé. Cash is seldom used, except for international payments. Online banking, mobile apps, cost effective eChecks, Check 21 processes now reign. Learn how and why payment processing has changed so dramatically, what is hot, what is not, and what you can do on your campus to capitalize on the changes and streamline your bursar’s office. |
| 11:00 am | Surviving an ED Program Review – Lessons Learned, Actions TakenKen Wolterman, University of Cincinnati Main Campus UC is in final stages of resolving a Department of Education program review from 2003-2005. The final outcome cost the university $9.2M. Learn what UC has done to get in compliance and maintain compliance from that point forward. |
| 12:15 pm | Post-Conference Program: Legal Aspects of CollectionsChad Echols Attorney Chad Echols will lead the discussion in this post-conference workshop focusing on the legal aspects of collections. Echols, one of NACUBO’s highest rated speakers, will address bankruptcy issues, collections, and creditor and collector liabilities. Several case studies will be reviewed, and attendees will be provided with key takeaways, including examples of contract language and provisions, which can be used to assist in everyday activities to help strengthen their institutions’ ability to recover defaulted obligations.
Note: A seperate registration and additional fee ($89 member, $119 non-member) is required to attend this post-conference program. You can register by selecting "Register Now" above. The program will run from 12:15 PM - 5 PM and a boxed lunch will be provided. |
Hotel/Travel
Hyatt Regency Grand Cypress
Discover one of Orlando's most inviting escapes, Hyatt Regency Grand Cypress. The outstanding array of resort amenities filling our Orlando hotel and resort creates a serene retreat ambiance for families and business travelers alike. Play golf and tennis, swim, sail, or treat yourself to a massage. Savor a meal prepared by renowned chefs. Our cuisine ranges from delectable seafood to fresh sushi and a sumptuous American buffet breakfast daily. The legendary resort completed its extensive transformation with a modern restyling of all 65,000 square feet of meeting space. The meeting space has been restyled to have a more modern feel and serve as an extension of the guest tower renovations that were completed in December of 2009.
Take advantage of on-site activities including 45 holes of Jack Nicklaus Signature Design golf, a racquet club, a 21-acre lake with water sports, a 1/2-acre lagoon swimming pool with waterfalls and waterslides and Camp Hyatt children's programs. Our family-friendly resort offers an ideal location adjacent to Disney World – kids of all ages will love exploring area attractions. You’ll want to return again and again to our luxury resort where you always find legendary Hyatt service and smiling staff waiting to welcome you.
Visit the Hyatt Regency Grand Cypress website for details, including restaurants, amenities, and nearby attractions.
Room Rate
Single: $175.00
Double: $175.00
For reservations, call 407.239.1234.
Rates are guaranteed until 2/20/2012, 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
DeAhn Baucom
Director, Student Accounts & University Receivables
University of North Carolina at Chapel Hill
SHOW FULL BIO » DeAhn Baucom has been the Director of Student Accounts at UNC Chapel Hill (UNC) since 2002. She began her higher education career in 1994 as an Accountant in the UNC School of Medicine. She studied German as an undergraduate and holds an undergraduate degree, as well as a Master of Accounting degree from UNC. She became a CPA in 1996. She is a full time mom and enjoys watching her children play volleyball, the end of a good run and leisure reading.
Director, Student Accounts & University Receivables
University of North Carolina at Chapel Hill
SHOW FULL BIO » DeAhn Baucom has been the Director of Student Accounts at UNC Chapel Hill (UNC) since 2002. She began her higher education career in 1994 as an Accountant in the UNC School of Medicine. She studied German as an undergraduate and holds an undergraduate degree, as well as a Master of Accounting degree from UNC. She became a CPA in 1996. She is a full time mom and enjoys watching her children play volleyball, the end of a good run and leisure reading.
Elaine Brenner
Associate Director of Enrollment & Student Services
Nova Southeastern University
Associate Director of Enrollment & Student Services
Nova Southeastern University
Rohit Chopra
Student Loan Ombudsman
Consumer Financial Protection Bureau
Student Loan Ombudsman
Consumer Financial Protection Bureau
Elizabeth Clark
Director, Congressional Affairs
NACUBO
SHOW FULL BIO » Elizabeth LaPolt Clark is Director of Congressional Affairs for the National Association of College and University Business Officers (NACUBO). She joined NACUBO after spending more than three and a half years leading the State University of New York (SUNY) System Office of Federal Relations in Washington, DC. Liz also served as Director of Federal Relations for Oregon State University and prior to that, she was Assistant Director of Federal Relations at Cornell University, where she was charged with overseeing Cornell University's first Washington, DC-based federal relations office. Liz was born and raised in Liberty, NY. She is a graduate of Binghamton University and received a Master’s of Science degree in Policy Analysis and Management from Cornell University. While in graduate school, she also completed a fellowship at the University at Albany's Center for Women in Government.
Director, Congressional Affairs
NACUBO
SHOW FULL BIO » Elizabeth LaPolt Clark is Director of Congressional Affairs for the National Association of College and University Business Officers (NACUBO). She joined NACUBO after spending more than three and a half years leading the State University of New York (SUNY) System Office of Federal Relations in Washington, DC. Liz also served as Director of Federal Relations for Oregon State University and prior to that, she was Assistant Director of Federal Relations at Cornell University, where she was charged with overseeing Cornell University's first Washington, DC-based federal relations office. Liz was born and raised in Liberty, NY. She is a graduate of Binghamton University 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.
Linda Combs
Director, University Business Office
James Madison University
SHOW FULL BIO » Linda Combs has been with James Madison University since 1992 and has been Director of the University Business Office since 2001. She received a B.S. In mass communciations with a concentration in journalism from JMU. The JMU Business Office is responsible for over 19,000 student accounts, student billing, departmental charges, cashiering, university accounts receivable, all credit card processing and PCI compliance, Perkins Loan program, domicile reclassification and student ticket sales. She has previously presented at NACUBO conferences and webcasts, state conferences and on behalf of third party vendors.
Director, University Business Office
James Madison University
SHOW FULL BIO » Linda Combs has been with James Madison University since 1992 and has been Director of the University Business Office since 2001. She received a B.S. In mass communciations with a concentration in journalism from JMU. The JMU Business Office is responsible for over 19,000 student accounts, student billing, departmental charges, cashiering, university accounts receivable, all credit card processing and PCI compliance, Perkins Loan program, domicile reclassification and student ticket sales. She has previously presented at NACUBO conferences and webcasts, state conferences and on behalf of third party vendors.
Tyson Cooper
Student Financial Services Supervisor
Southern Virginia University
SHOW FULL BIO » Tyson Cooper is the Student Financial Services Supervisor and Accounts Receivable Supervisor at Southern Virginia University. After completing a mission for The Church of Jesus Christ of Latter-day Saints Tyson earned a Bachelor of Arts from Southern Virginia University and later completed a Master of Arts in Management and Leadership from Liberty University. He began working at Southern Virginia in 2007 as a part of the business office. When, in 2009, the university created a new department, Student Financial Services, Tyson was asked to head it up and tasked with improving the service provided to students while integrating the customer service functions of the business and financial aid offices. Tyson resides in Buena Vista, Virginia with his wife, Camden, and their three little boys.
Student Financial Services Supervisor
Southern Virginia University
SHOW FULL BIO » Tyson Cooper is the Student Financial Services Supervisor and Accounts Receivable Supervisor at Southern Virginia University. After completing a mission for The Church of Jesus Christ of Latter-day Saints Tyson earned a Bachelor of Arts from Southern Virginia University and later completed a Master of Arts in Management and Leadership from Liberty University. He began working at Southern Virginia in 2007 as a part of the business office. When, in 2009, the university created a new department, Student Financial Services, Tyson was asked to head it up and tasked with improving the service provided to students while integrating the customer service functions of the business and financial aid offices. Tyson resides in Buena Vista, Virginia with his wife, Camden, and their three little boys.
Dennis J. DeSantis
Associate Vice Chancellor, Student Financial Services
University of Pittsburgh
Associate Vice Chancellor, Student Financial Services
University of Pittsburgh
Christopher Doran
Communications Center Manager
University of Virginia
SHOW FULL BIO » Chris is the Communications Center Manager for Student Financial Services at the University of Virginia. He has extensive background in the public sector in Customer Service process development and improvement, having helped to build the customer service experience at Amazon.com and later for the Starbucks Direct program. Chris joined the University of Virginia after 5 years of independent consulting work for Driva Solutions and has been with Student Financial Services for the past two years.
Communications Center Manager
University of Virginia
SHOW FULL BIO » Chris is the Communications Center Manager for Student Financial Services at the University of Virginia. He has extensive background in the public sector in Customer Service process development and improvement, having helped to build the customer service experience at Amazon.com and later for the Starbucks Direct program. Chris joined the University of Virginia after 5 years of independent consulting work for Driva Solutions and has been with Student Financial Services for the past two years.
Chad V. Echols
Outside General Counsel
The Echols Firm, LLC
SHOW FULL BIO » A Rock Hill native, Chad graduated in 1998 from Clemson University with a Bachelor of Science in Forest Resource Management. He received his law degree in 2002 from the University of South Carolina School of Law, where he was a member of the South Carolina Environmental Law Journal. Following law school, Chad was a law clerk for the Honorable John C. Hayes III in the Sixteenth Judicial Circuit of South Carolina. Before starting The Echols Firm, LLC, Chad practiced with Hamilton Martens & Ballou and served as vice president and general counsel for Williams & Fudge, Inc. Williams & Fudge is a national student loan collection agency located in Rock Hill. He now serves as outside general counsel to Williams & Fudge. His practice focuses on the Fair Debt Collection Practices Act, the Fair Credit Reporting Act, business law and litigation. He is a member of the South Carolina Bar Association and ACA International's Member Attorney Program. Chad serves on the Board of Directors for the York County Department of Disabilities and Special Needs, the York County Children's Attention Home Charter School, York County Clemson Club, and he is an Elder at Oakland Avenue Presbyterian Church, USA. Chad is married to Anna Echols and has a son named Guy (4) and a daughter named Liza (2). Chad has considerable experience in the areas of Fair Debt Collection (FDCPA) and practices primarily in the area of business law and litigation, including: Federal and State Trial and Appellate Representation, Construction Litigation, Commercial Litigation, Arbitration and Mediation, Banking and Financial Services Litigation, Bar and Court Admissions South Carolina, United States District Court For the District of South Carolina, United States Fourth Circuit Court of Appeals.
Outside General Counsel
The Echols Firm, LLC
SHOW FULL BIO » A Rock Hill native, Chad graduated in 1998 from Clemson University with a Bachelor of Science in Forest Resource Management. He received his law degree in 2002 from the University of South Carolina School of Law, where he was a member of the South Carolina Environmental Law Journal. Following law school, Chad was a law clerk for the Honorable John C. Hayes III in the Sixteenth Judicial Circuit of South Carolina. Before starting The Echols Firm, LLC, Chad practiced with Hamilton Martens & Ballou and served as vice president and general counsel for Williams & Fudge, Inc. Williams & Fudge is a national student loan collection agency located in Rock Hill. He now serves as outside general counsel to Williams & Fudge. His practice focuses on the Fair Debt Collection Practices Act, the Fair Credit Reporting Act, business law and litigation. He is a member of the South Carolina Bar Association and ACA International's Member Attorney Program. Chad serves on the Board of Directors for the York County Department of Disabilities and Special Needs, the York County Children's Attention Home Charter School, York County Clemson Club, and he is an Elder at Oakland Avenue Presbyterian Church, USA. Chad is married to Anna Echols and has a son named Guy (4) and a daughter named Liza (2). Chad has considerable experience in the areas of Fair Debt Collection (FDCPA) and practices primarily in the area of business law and litigation, including: Federal and State Trial and Appellate Representation, Construction Litigation, Commercial Litigation, Arbitration and Mediation, Banking and Financial Services Litigation, Bar and Court Admissions South Carolina, United States District Court For the District of South Carolina, United States Fourth Circuit Court of Appeals.
David Garza
Senior Policy and Legislative Liaison
TG
Senior Policy and Legislative Liaison
TG
David R. Glezerman
Assistant Vice President and Bursar
Temple University
SHOW FULL BIO » David Glezerman is the Assistant Vice President and Bursar at Temple University, where he has been employed since 1986. He has overall responsibility for more than $450 million annually in student loans and accounts receivables. Mr. Glezerman has been employed in higher education receivables management for 35 years. A speaker at many industry conferences and workshops, Mr. Glezerman has worked with NACUBO as a faculty and program committee member for several conferences. He also served as a member of the Coalition of Higher Education Assistance Organizations (COHEAO) steering committee and with its Perkins Loan Task Force. He also is the founder of the Educational Accounts Receivable Management Association (EARMA), designed for institutional debt collection personnel in eastern Pennsylvania, New Jersey and Delaware. 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 contributed a chapter in the 2007 NACUBO book Student Centered Financial Services. Glezerman 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 was recognized for his industry efforts in 2010 when he received NACUBO’s Professional Development Award. A co-creator of the Higher Education Collection Specialist Certificate program and certified instructor for ACA International, the association of credit and collections professionals, Glezerman also is a past recipient of ACA’s Member of the Year and Charles F. Lindemann Instructor of the Year awards and is designated as a Master Credit Executive (MCE) by ACA. A graduate of Rutgers University, Mr. Glezerman received his MBA from Temple University.
Assistant Vice President and Bursar
Temple University
SHOW FULL BIO » David Glezerman is the Assistant Vice President and Bursar at Temple University, where he has been employed since 1986. He has overall responsibility for more than $450 million annually in student loans and accounts receivables. Mr. Glezerman has been employed in higher education receivables management for 35 years. A speaker at many industry conferences and workshops, Mr. Glezerman has worked with NACUBO as a faculty and program committee member for several conferences. He also served as a member of the Coalition of Higher Education Assistance Organizations (COHEAO) steering committee and with its Perkins Loan Task Force. He also is the founder of the Educational Accounts Receivable Management Association (EARMA), designed for institutional debt collection personnel in eastern Pennsylvania, New Jersey and Delaware. 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 contributed a chapter in the 2007 NACUBO book Student Centered Financial Services. Glezerman 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 was recognized for his industry efforts in 2010 when he received NACUBO’s Professional Development Award. A co-creator of the Higher Education Collection Specialist Certificate program and certified instructor for ACA International, the association of credit and collections professionals, Glezerman also is a past recipient of ACA’s Member of the Year and Charles F. Lindemann Instructor of the Year awards and is designated as a Master Credit Executive (MCE) by ACA. A graduate of Rutgers University, Mr. Glezerman received his MBA from Temple University.
Anne C. Gross
Vice President, Regulatory Affairs
NACUBO
Vice President, Regulatory Affairs
NACUBO
Nancy Guarneros
Doctoral Student
Claremont Graduate University
SHOW FULL BIO » Nancy Guarneros was born in Mexico. She was brought to the U.S when she was 8 months old. She was raised in Culver City with her aunt and mom. Nancy attended Santa Monica College and transferred to UCLA where she received her BA in Sociology and Education. She completed her Master’s degree in Social Science and Comparative Education with a focus in Race and Ethnicity in 2010 at UCLA Graduate School of Education. Her research interests include, undocumented youth in higher education, educational policy and critical race theory. Nancy is currently a PhD student at Claremont Graduate University in the School of Educational Studies working with Dr William Perez. Nancy is also one of the co-founders of Graduates Reaching A Dream Deferred (GRADD) an organization founded by undocumented graduate students which aims to address the needs of immigrant students interested in pursuing graduate education
Doctoral Student
Claremont Graduate University
SHOW FULL BIO » Nancy Guarneros was born in Mexico. She was brought to the U.S when she was 8 months old. She was raised in Culver City with her aunt and mom. Nancy attended Santa Monica College and transferred to UCLA where she received her BA in Sociology and Education. She completed her Master’s degree in Social Science and Comparative Education with a focus in Race and Ethnicity in 2010 at UCLA Graduate School of Education. Her research interests include, undocumented youth in higher education, educational policy and critical race theory. Nancy is currently a PhD student at Claremont Graduate University in the School of Educational Studies working with Dr William Perez. Nancy is also one of the co-founders of Graduates Reaching A Dream Deferred (GRADD) an organization founded by undocumented graduate students which aims to address the needs of immigrant students interested in pursuing graduate education
Kristy T. Harner
Bursar
Lee University
Bursar
Lee University
Eric Haseltine
President and Managing Director
Haseltine Partners, LLC
President and Managing Director
Haseltine Partners, LLC
John M. Hockersmith
Associate Director of Accounts Receivable Operations and Student Loans and Collections
University of Illinois University Administration
SHOW FULL BIO » John Hockersmith is currently Associate Director of Accounts Receivable, Student Loans and Collections in the Office of University Student Financial Services and Cashier Operations at University of Illinois. John began his higher education career in 1990 as a financial aid counselor, first at Northeastern Illinois University in Chicago then at Marquette University in Milwaukee. In 1997 he accepted the position of Financial Services Manager in the Office of the Bursar at Marquette. He returned to Chicago in 2000 as Assistant Director of Credit & Collections in the Student Financial Services Office at University of Illinois in Chicago. In 2006, he assumed the position of Assistant Director of Receivables at University of Illinois in Urbana Champaign. In June 2011, he accepted his current position of Associate Director. Prior to working in higher education, John held several operational positions in banking. John has a BA in History from University of Illinois at Chicago.
Associate Director of Accounts Receivable Operations and Student Loans and Collections
University of Illinois University Administration
SHOW FULL BIO » John Hockersmith is currently Associate Director of Accounts Receivable, Student Loans and Collections in the Office of University Student Financial Services and Cashier Operations at University of Illinois. John began his higher education career in 1990 as a financial aid counselor, first at Northeastern Illinois University in Chicago then at Marquette University in Milwaukee. In 1997 he accepted the position of Financial Services Manager in the Office of the Bursar at Marquette. He returned to Chicago in 2000 as Assistant Director of Credit & Collections in the Student Financial Services Office at University of Illinois in Chicago. In 2006, he assumed the position of Assistant Director of Receivables at University of Illinois in Urbana Champaign. In June 2011, he accepted his current position of Associate Director. Prior to working in higher education, John held several operational positions in banking. John has a BA in History from University of Illinois at Chicago.
Michael Jacubenta
Director of Student Financial Services, University Billing & General Receivables
Emory University
Director of Student Financial Services, University Billing & General Receivables
Emory University
Raymond M. Kimmel
Assistant Director of Compliance
University of Cincinnati Main Campus
SHOW FULL BIO » Ray comes to us with over 30 years management and administrative experience in insurance and higher education. Ray received his B.S. in Business from Eastern Illinois University. His M.Div. is from Asbury Theological Seminary where upon graduation he was ordained in the Free Methodist Church. While at Asbury Seminary Ray served as the Director of Financial Aid for seven years. Ray then became the first Director of Financial Aid at Bohecker College (Cincinnati) where he established policies and procedures as the first director for their start-up institution. Ray is now the Assistant Bursar focusing on compliance issues at the University of Cincinnati. Besides his interest and passion for students, Ray likes to spend time with his wife and family and read books about early American history.
Assistant Director of Compliance
University of Cincinnati Main Campus
SHOW FULL BIO » Ray comes to us with over 30 years management and administrative experience in insurance and higher education. Ray received his B.S. in Business from Eastern Illinois University. His M.Div. is from Asbury Theological Seminary where upon graduation he was ordained in the Free Methodist Church. While at Asbury Seminary Ray served as the Director of Financial Aid for seven years. Ray then became the first Director of Financial Aid at Bohecker College (Cincinnati) where he established policies and procedures as the first director for their start-up institution. Ray is now the Assistant Bursar focusing on compliance issues at the University of Cincinnati. Besides his interest and passion for students, Ray likes to spend time with his wife and family and read books about early American history.
Virginia Layton
University Bursar
The Ohio State University
SHOW FULL BIO » Ginny joined the The Ohio State University as University Bursar at in August, 2010. Prior to that, she served as bursar at Miami University, where her focus was continuous improvement and benchmarking results. In 2007, she was the recipient of the first annual CACUBO Best Practices Award for the paper titled “Effective Management of Accounts Receivable at Miami University”. Ginny was a board member, president-elect, president, and past president of the Ohio Bursar’s Association. She served three years on the Program Committee of the NACUBO Student Financial Services Conference and contributed to the NACUBO benchmarking workgroup. She holds both a B.S. in Business Administration and an M.B.A. from Miami University.
University Bursar
The Ohio State University
SHOW FULL BIO » Ginny joined the The Ohio State University as University Bursar at in August, 2010. Prior to that, she served as bursar at Miami University, where her focus was continuous improvement and benchmarking results. In 2007, she was the recipient of the first annual CACUBO Best Practices Award for the paper titled “Effective Management of Accounts Receivable at Miami University”. Ginny was a board member, president-elect, president, and past president of the Ohio Bursar’s Association. She served three years on the Program Committee of the NACUBO Student Financial Services Conference and contributed to the NACUBO benchmarking workgroup. She holds both a B.S. in Business Administration and an M.B.A. from Miami University.
Melet Leafgreen
Assistant Director, Financial Aid
Texas Christian University
Assistant Director, Financial Aid
Texas Christian University
Sheila Lee
Assistant Bursar
Lee University
Assistant Bursar
Lee 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). Her team has just been expanded to include oversight of Cash Management and Treasury functions. She has been the Associate Director of SFS at California State University (CSU) Fullerton and Student Accounts Manager at CSU San Bernardino. She has an undergraduate Accounting degree from Eastern Washington University and an Accounting MBA from CSU San Bernardino. She passed the Certified Public Accountant (CPA) exam in 1990 and the Certified Management Accountant (CMA) exam in 1991. Prior to her work in Higher Education, she worked as a tax accountant, an internal auditor, and in budget and financial analysis. She enjoys scuba diving, plays a very bad game of golf, and loves the feel of an airplane taking off to parts unknown.
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). Her team has just been expanded to include oversight of Cash Management and Treasury functions. She has been the Associate Director of SFS at California State University (CSU) Fullerton and Student Accounts Manager at CSU San Bernardino. She has an undergraduate Accounting degree from Eastern Washington University and an Accounting MBA from CSU San Bernardino. She passed the Certified Public Accountant (CPA) exam in 1990 and the Certified Management Accountant (CMA) exam in 1991. Prior to her work in Higher Education, she worked as a tax accountant, an internal auditor, and in budget and financial analysis. She enjoys scuba diving, plays a very bad game of golf, and loves the feel of an airplane taking off to parts unknown.
Gina Lucente-Cole
Financial Education Consultant
American Student Assistance Corporation
Financial Education Consultant
American Student Assistance Corporation
John McElroy
Business Development Manager
TouchNet Information Systems, Inc.
Business Development Manager
TouchNet Information Systems, Inc.
Tony Newland
Associate Bursar
The Ohio State University
SHOW FULL BIO » Tony has been the Associate Bursar at The Ohio State University for two years. He has served the Bursar's Office in various roles since 2006 and the University since 2004. Prior to his career at OSU, he reconciled contracts for the Department of Defense. Tony received his accounting degree from the Max M. Fisher College of Business at The Ohio State University.
Associate Bursar
The Ohio State University
SHOW FULL BIO » Tony has been the Associate Bursar at The Ohio State University for two years. He has served the Bursar's Office in various roles since 2006 and the University since 2004. Prior to his career at OSU, he reconciled contracts for the Department of Defense. Tony received his accounting degree from the Max M. Fisher College of Business at The Ohio State University.
Timothy Parry
Compliance Analyst for Program Integrity
Liberty University
Compliance Analyst for Program Integrity
Liberty University
Susan W. Rider
Manager, Business Office Services and Bursar
Johnson County Community College
Manager, Business Office Services and Bursar
Johnson County Community College
Robert L. Ritz
Vice President of Financial Aid
Liberty University
SHOW FULL BIO » Robert Ritz Vice President of Financial Aid – Liberty University B.S., M.Ed., Baptist Bible College of Pennsylvania Ph.D. Kent State University Dr. Ritz began his career in higher education 24 years ago at Baptist Bible College in Clarks Summit, Pennsylvania. In 1994, he moved to Ohio to work in financial aid at Hiram College. Over a nine-year period, he served as the Director of Financial Aid, Adjunct Faculty in Management, and Project Leader in technology. Dr. Ritz returned to Pennsylvania in 2003 to begin work as the Director of Financial Aid Services at Harrisburg Area Community College. He also served as Interim Dean of Enrollment Services. He has presented at the local, state, and national levels. He is also the recipient of the Exemplary Service to Education Award; the President’s Award at Harrisburg Area Community College; and The Nancy L. Moeller Outstanding Achievement Commendation for Professional Staff. After earning his Ph.D. in 2006 focusing on higher education policy, he joined Liberty University in Lynchburg, Virginia serving as the Vice President of Financial Aid and as an adjunct graduate faculty member in Education. Liberty University will reach 93,000 students this year. The Financial Aid Office is the nation’s largest private-school aid office processing $757 million dollars in aid last year.
Vice President of Financial Aid
Liberty University
SHOW FULL BIO » Robert Ritz Vice President of Financial Aid – Liberty University B.S., M.Ed., Baptist Bible College of Pennsylvania Ph.D. Kent State University Dr. Ritz began his career in higher education 24 years ago at Baptist Bible College in Clarks Summit, Pennsylvania. In 1994, he moved to Ohio to work in financial aid at Hiram College. Over a nine-year period, he served as the Director of Financial Aid, Adjunct Faculty in Management, and Project Leader in technology. Dr. Ritz returned to Pennsylvania in 2003 to begin work as the Director of Financial Aid Services at Harrisburg Area Community College. He also served as Interim Dean of Enrollment Services. He has presented at the local, state, and national levels. He is also the recipient of the Exemplary Service to Education Award; the President’s Award at Harrisburg Area Community College; and The Nancy L. Moeller Outstanding Achievement Commendation for Professional Staff. After earning his Ph.D. in 2006 focusing on higher education policy, he joined Liberty University in Lynchburg, Virginia serving as the Vice President of Financial Aid and as an adjunct graduate faculty member in Education. Liberty University will reach 93,000 students this year. The Financial Aid Office is the nation’s largest private-school aid office processing $757 million dollars in aid last year.
Jennifer Schott
Manager of Financial Education
American Student Assistance Corporation
SHOW FULL BIO » Jennifer Schott is the Manager of Financial Education at American Student Assistance (ASA). In this role, she oversees the development of financial literacy products and services and manages a team of consultants who work with schools to promote ASA’s SALT membership program on campus. She also serves as co-chair of the Graduate and Professional Concerns Committee (GPCC) and a member of the Conference Committee for the Massachusetts Association of Student Financial Aid Administrators (MASFAA). Prior to ASA, Jennifer worked in the Office of Financial Aid at Tulane University, the Office of Residential Life at Boston College, and the Office of Residence Life at Elizabethtown College. Jennifer received a bachelor's degree in Mathematics and Economics/Business from Lafayette College and a master's degree in Higher Education Administration from Boston College.
Manager of Financial Education
American Student Assistance Corporation
SHOW FULL BIO » Jennifer Schott is the Manager of Financial Education at American Student Assistance (ASA). In this role, she oversees the development of financial literacy products and services and manages a team of consultants who work with schools to promote ASA’s SALT membership program on campus. She also serves as co-chair of the Graduate and Professional Concerns Committee (GPCC) and a member of the Conference Committee for the Massachusetts Association of Student Financial Aid Administrators (MASFAA). Prior to ASA, Jennifer worked in the Office of Financial Aid at Tulane University, the Office of Residential Life at Boston College, and the Office of Residence Life at Elizabethtown College. Jennifer received a bachelor's degree in Mathematics and Economics/Business from Lafayette College and a master's degree in Higher Education Administration from Boston College.
David Robert Smedley
Associate Director, Compliance & Training
George Washington University
SHOW FULL BIO » David R Smedley is associate director for compliance and training for The George Washington University Office of Student Financial Assistance. The first holder of this position, Mr Smedley advises the associate vice president for student financial assistance on compliance and professional development matters, serves as a member of the University's compliance committee, and administers the TEACH Grant program. A student aid veteran for over twenty years, Mr Smedley formerly served as a director of financial aid at a two-year military college and at a small graduate program focusing on international relations and national security that had just emerged with its own accreditation. He also has previously served as a policy analyst for a state guaranty agency. Mr Smedley was an alternate negotiator for the HEOA negotiated rulemaking that involved emergency prep and related issues, Clery Act revisions, file sharing, and the controversial "Year Round Pell". He is currently an alternate negotiator for the negotiated rulemaking panel on teacher preparation programs. He also served as a panelist for the Advisory Committee on Student Financial Assistance for its higher education regulations study. Mr Smedley is active in national, state and local professional development associations. He is currently a member of the NASFAA editorial board for the Journal of Student Financial Aid. He was asked by the EASFAA to initiate its first committee dealing with issues relating to education financing for active duty military, veterans, and their families. he is a member of the NACUBO working group (and a sub-group) on Post-911 VA Education Benefits implementation issues, and retains a courtesy membership in the advocacy listserv for the American Association of College Registrars and Admissions Officers (AACRAO). He maintains individual memberships in the student aid administrators' organizations from the following states and/or regions: DE-DC-MD (Tri-State), PA, NY, and EASFAA. In February 2011, he was part of a webinar panel delivered by the American Council on Education (ACE) on Post-911 and veterans education benefits issues. In March 2011, he published an article on "Exploring Financial Literacy Counseling Options" in the NASFAA Student Aid Transcript magazine, outlining how schools with minimal budgets and/ or institutional buy-in could develop to deliver financial literacy resources. He presented on this subject matter in July 2011 at the NASFAA Conference.
Associate Director, Compliance & Training
George Washington University
SHOW FULL BIO » David R Smedley is associate director for compliance and training for The George Washington University Office of Student Financial Assistance. The first holder of this position, Mr Smedley advises the associate vice president for student financial assistance on compliance and professional development matters, serves as a member of the University's compliance committee, and administers the TEACH Grant program. A student aid veteran for over twenty years, Mr Smedley formerly served as a director of financial aid at a two-year military college and at a small graduate program focusing on international relations and national security that had just emerged with its own accreditation. He also has previously served as a policy analyst for a state guaranty agency. Mr Smedley was an alternate negotiator for the HEOA negotiated rulemaking that involved emergency prep and related issues, Clery Act revisions, file sharing, and the controversial "Year Round Pell". He is currently an alternate negotiator for the negotiated rulemaking panel on teacher preparation programs. He also served as a panelist for the Advisory Committee on Student Financial Assistance for its higher education regulations study. Mr Smedley is active in national, state and local professional development associations. He is currently a member of the NASFAA editorial board for the Journal of Student Financial Aid. He was asked by the EASFAA to initiate its first committee dealing with issues relating to education financing for active duty military, veterans, and their families. he is a member of the NACUBO working group (and a sub-group) on Post-911 VA Education Benefits implementation issues, and retains a courtesy membership in the advocacy listserv for the American Association of College Registrars and Admissions Officers (AACRAO). He maintains individual memberships in the student aid administrators' organizations from the following states and/or regions: DE-DC-MD (Tri-State), PA, NY, and EASFAA. In February 2011, he was part of a webinar panel delivered by the American Council on Education (ACE) on Post-911 and veterans education benefits issues. In March 2011, he published an article on "Exploring Financial Literacy Counseling Options" in the NASFAA Student Aid Transcript magazine, outlining how schools with minimal budgets and/ or institutional buy-in could develop to deliver financial literacy resources. He presented on this subject matter in July 2011 at the NASFAA Conference.
Kathy Starick
Bursar
James Madison University
Bursar
James Madison University
Christine Wages
Director of Student Accounts
Flagler College
SHOW FULL BIO » Director of Student Accounts; employed with Flagler College for 21 years. Has been involved in Flagler's transition from 3 x 5 cards, to paper processing, to on line processing. Attended Valdosta State College.
Director of Student Accounts
Flagler College
SHOW FULL BIO » Director of Student Accounts; employed with Flagler College for 21 years. Has been involved in Flagler's transition from 3 x 5 cards, to paper processing, to on line processing. Attended Valdosta State College.
Kimberly Wagner
Manager, Grant Compliance
Elgin Community College
SHOW FULL BIO » With 13 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.
Manager, Grant Compliance
Elgin Community College
SHOW FULL BIO » With 13 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.
Byron Webster
School Segment Manager
TG
School Segment Manager
TG
Sabrina Whitcomb
Senior Undergraduate Financial Aid Administrator
University of Virginia
Senior Undergraduate Financial Aid Administrator
University of Virginia
Rich Williams
Higher Education Advocate
US Public Interest Research Group
SHOW FULL BIO » Rich Williams is the Higher Education Advocate for the U.S. Public Interest Research Group (U.S. PIRG) and the Student PIRG’s Higher Education Project. The Student PIRGs’ are a network of statewide student organizations on campuses across the country with more than 100 full-time organizers who facilitate sdents’ engagement with local, state and national decision-makers on concerns such as access and affordability in higher education. Since 2008, Williams has worked to represent college students before the White House, Congress and the Department of Education. His expertise is federal higher education policy, including affordable textbooks, student aid, grants, and loans. His views and opinions have appeared in the New York Times, Washington Post, USA Today, MSNBC and other publications.
Higher Education Advocate
US Public Interest Research Group
SHOW FULL BIO » Rich Williams is the Higher Education Advocate for the U.S. Public Interest Research Group (U.S. PIRG) and the Student PIRG’s Higher Education Project. The Student PIRGs’ are a network of statewide student organizations on campuses across the country with more than 100 full-time organizers who facilitate sdents’ engagement with local, state and national decision-makers on concerns such as access and affordability in higher education. Since 2008, Williams has worked to represent college students before the White House, Congress and the Department of Education. His expertise is federal higher education policy, including affordable textbooks, student aid, grants, and loans. His views and opinions have appeared in the New York Times, Washington Post, USA Today, MSNBC and other publications.
Ken Wolterman
Bursar
University of Cincinnati Main Campus
SHOW FULL BIO » Ken has worked at the University of Cincinnati since 1993. During his tenure he has worked as a Business Manager in the College of Engineering, Associate Director in Sponsored Programs Accounting, Director of Business Affairs for the VP of Research and the Graduate School. In 2007 he accepted the Bursar position. Ken has extensive experience in process re-engineering, core systems implementation (SAP Finance and HR) and compliance with federal regulations, including Title IV, A-21 and A-110.
Bursar
University of Cincinnati Main Campus
SHOW FULL BIO » Ken has worked at the University of Cincinnati since 1993. During his tenure he has worked as a Business Manager in the College of Engineering, Associate Director in Sponsored Programs Accounting, Director of Business Affairs for the VP of Research and the Graduate School. In 2007 he accepted the Bursar position. Ken has extensive experience in process re-engineering, core systems implementation (SAP Finance and HR) and compliance with federal regulations, including Title IV, A-21 and A-110.
Teri Yanovitch
Consultant
T.A. Yanovitch Inc.
Consultant
T.A. Yanovitch Inc.
Program Overview
2012 Student Financial Services Conference
March 18-20, 2012
Fees (Early bird ends 2/20/2012)
- Member: $700.00
- Non-Member: $850.00
Estimated CPEs:14
Sponsors
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CPE Information
NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
