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2023 Bursar Fundamentals

On-Demand | Originally Broadcast on March 22, 2023

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The Bursar Fundamentals program is perfect for those new to the business office, student financial services, or the higher education workplace, or those who want a refresher on the core responsibilities of the student accounts area. Attendees will gain an understanding of the core topics bursars need to be aware of, such as financial aid, refunds, processing payments, and collections. An emphasis will be placed on customer service, including ways to communicate with students and financial literacy education. Join our experienced faculty members for this concentrated learning experience. The program will conclude with a conversation on the trends student accounts staff should have their eyes on for the future.

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.

  • Discuss the partnerships within your institution that will be critical to effectively managing student accounts receivables.
  • Identify ways to effectively communicate with students and families.
  • Review the core functions of the student accounts office.

Interested in technical and management issues impacting student financial services on campus? For more information, be sure to register for the 2023 Student Financial Services Conference.

Meet the Presenters

  • Brandon Cline-Taskey, director, university business office, James Madison University
  • Lissa Perrone, director of business services, Oregon State University
  • Wendy Pursell, director, office of student accounts, Kutztown University
  • Scott Salzman, director of student financials and accounts receivable, Texas Christian University

How to Access the Recordings

After you register, you will navigate to your NACUBO classroom to access the recordings.

Webcast Workshop

CPE Information

There are no CPEs offered for this event.

CPE credit is not available for on-demand programs at this time.

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

On-Demand Rates

Cancellation Policies





Session Schedule for March 22, 2023

The High-Level View of the Bursar's Office

11:30 am–12:20 pm ET  •  1 CPE Credit in Specialized Knowledge

After introductions from the faculty, this session will focus on daily operations from the view of a director. Areas of responsibility such as organizational structure, process mapping, and separation of duties will be discussed. Student account systems and records will be addressed, along with the various ways institutions invoice students and families. You will also hear which partners—within and outside your institution—will be key to your success in student accounts.

Financial Aid and Refunds

12:30–1:10 pm ET • 0.5 CPE Credit in Specialized Knowledge

Learn the ins and outs of Federal Student Aid, including notifications, disbursements, book vouchers, and prior-year charges. Attendees will also review reconciliations and the over-awarding of aid. Additionally, learn how you can prevent student aid fraud. Finally, discuss the management of a student account and learn how to issue Title IV credit balance refunds through multiple channels. Presenters will also briefly review the Return to Title IV process.

Payments and Payment Plans

1:25–2:15 pm ET • 1 CPE Credit in Specialized Knowledge

Explore the many ways that bursars can accept payments. Credit card convenience fees, PCI compliance, and chargebacks will be highlighted. We will also cover internal and external payment plans, examining the benefits of each and how they can help your students.

Collections and Loan Administration

2:25–3:15 pm ET • 1 CPE Credit in Specialized Knowledge

Managing receivables is a key function of the student accounts office. Get an overview of the federal and institutional loan program management. Presenters will review different types of loans—including federal, private, and institutional. Then, examine in-house and outsourced collection processes as well as reporting functions required to assure compliance with federal regulations.

Customer Service, Financial Literacy Education, and the Latest Trends

3:40–5 pm ET • 1.5 CPE Credits in Specialized Knowledge

Customer service is part of everything you do. Examine customer service philosophies and avenues of delivery. Learn how to be proactive in your communications and review different messaging paths, including online account information, publications, and email notifications. Attendees will also review why financial literacy education programs are essential to student success. Finally, a short summary of the latest trends in the field will be shared, followed by a wrap-up and an opportunity to answer attendees’ questions.


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