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2019 Student Financial Services Conference

March 24-26 | New Orleans


This comprehensive conference covers the many policy, technical, and management issues impacting student financial services operations on campus. Speakers from a diverse pool of institutions will share their experiences, solutions, and best practices in a variety of areas such as collections, payment processing, new technologies, compliance, and customer service. An active exhibit area allows participants easy access to more than 20 service providers and offers opportunities to network with colleagues, speakers, and exhibitors. 
Additional Program Offerings:  An optional pre-conference program, Bursar Fundamentals, for those new to the business office, student financial services, the higher education workplace, or those who just want a refresher on the core responsibilities of the student accounts area.
An optional post-conference program is being offered on the legal aspects of collections. Attorney Chad Echols will address bankruptcy issues, collections, and creditor and collector liabilities.
Click here for pre and post conference schedules. Separate registration fees do apply to these programs.
Also, prior to the start of the conference, an optional campus tour of Tulane University is available on Sunday, March 24 from noon to 3pm. See the Schedule for details.
Questions regarding this program, please contact Barbara DiRocco at or call 202.861.2533.

Interested in Sponsoring or Exhibiting?

Email LaTosha McNeal at or call 202.861.2582 for information on sponsorship or to become an exhibitor.

Student Financial Services Workshop

What you will learn

NACUBO’s professional development programs are designed to deliver the skills, concepts, and best practices for success to individuals in the business of higher education. The following course information is provided to help you determine the best learning experience to meet your needs

  • Learn about the latest regulatory and policy changes and assess how they may impact your institution.
  • Learn how to lead change, manage staff, and illustrate how to work cooperatively across offices.
  • Learn how to lead, manage staff, and illustrate how to work cooperatively across offices.
  • Recognize ways to increase efficiencies and improve services to students.

Who should attend

  • Bursars
  • Controllers and Business Officers
  • Financial Advisers
  • Financial Aid Administrators
  • Integrated Services Staff
  • Student Financial Services Directors
  • Student Loan Managers


No prerequisites and/or advance preparation required.

Meet The Presenters

  • Dina Adkins, , Indiana University
  • Nandy Baldonado, , Houston Community College System
  • Amanda Bierbrauer, , Portland State University
  • Christine Blakney, , Texas Tech University
  • Janet Burkhardt, , University of Denver
  • Betsy Burton-Strunk, , BankMobile Disbursements
  • Gayle Callahan, , Johnson County Community College
  • Kriss Cassano, , Miami University
  • Liz Clark, vice president, policy and research, NACUBO
  • Christopher Cook, bursar, Vanderbilt University
  • Ellen Curcio, , Ursinus College
  • Jason Curry, , University of North Texas
  • Gina Curry, , California State University, Sacramento
  • Bryan Dickson, director, student financial services and educational programs, NACUBO
  • Chad Echols, , The Echols Firm, LLC
  • Janice Foley, , High Point University
  • Chris Foster, director, student financial services, University of North Texas
  • Steffon Gray, assistant director, research and policy analysis, NACUBO
  • Lori Hartung, , Todd, Bremer & Lawson, Inc.
  • Brittany Hubbard, , Indiana University
  • Elena Larson, , California State University, Sacramento
  • Marisa Martin, , University of Washington
  • James McCarthy, , ConServe
  • John McElroy, , TouchNet Information Systems, Inc.
  • Bruce McGee, , Miami University
  • Kathy Meloon, , SUNY Genesee Community College
  • Evelyn Nelson, , Lynn University
  • Morgan O'Sullivan, , Lynn University
  • Lissa Perrone, director of business affairs, Oregon State University
  • Joey Saxon, associate vice president, University of North Texas
  • Doug Schantz, , Wittenberg University
  • Megan Schneider, senior director, government affairs, NACUBO
  • Lydia Self, , University of Minnesota-Twin Cities
  • Chris Simon, , Hendrix College
  • Mandy Sponholtz, , National Association of Student Financial Aid Administrators
  • Amanda Srichareon, , Indiana University System
  • Brian Tate, , Innovative Payments Association
  • Kimberly Wagner, , Elgin Community College
  • Lindsay Wayt, director, analytics, NACUBO
  • Bethany Welsh, , Augusta University
  • Shelitha Williams, , SUNY Genesee Community College

CPE Information


Participants will be awarded up to 14 CPE credits for this group live event. CPE credits can be earned in the following categories: Specialized Knowledge and Application.

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


The registration fee covers the attendance for one person and includes admittance to educational sessions and exhibit hall, breakfasts, lunches, refreshment breaks, and reception as specified by the program schedule, and access to program materials. 

Advance registration for both members and non-members ends on 2/24/2019.

Member Early Ended February 24, 2019


Non-Member Corporate Advance Ended February 25, 2019


Non-Member Early Ended February 25, 2019


Member Regular Ended March 27, 2019


Non-Member Corporate Regular Ended March 27, 2019


Non-Member Regular Ended March 27, 2019



Day 1

Show Full Day

Day 2

Show Full Day

Day 3

Show Full Day

Hotel & Travel Information

Rooms Rate

Single: $229.00

Double: $229.00

Phone Reservation: 888.421.1442

Rates guaranteed until: 2/24/2019 (subject to availability)

The Hyatt Regency New Orleans is located right next door to the Mercedes-Benz Superdome, Smoothie King Center and Champions Square. The hotel offers easy access to the area's most popular attractions. Hop on the Loyola Avenue Streetcar, or take a walk to the historic French Quarter, Arts District, Audubon Aquarium of the Americas and the scenic Mississippi Riverfront.
Click here to make your online reservation. 



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