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2024 Bursar Fundamentals

February 20, 2024 | 11:30 am–5 pm ET | Online


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 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.

Learning Objectives

After this program, you will be able to—

  • 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 2024 Student Financial Services Conference.


  • DeAhn Baucom, university cashier, University of North Carolina at Chapel Hill
  • Brandon Cline-Taskey, director, university business office, James Madison University
  • Wendy A. Pursell, director of student accounts, Kutztown University
  • Scott Salzman, director of financial services and accounts receivable, Texas Christian University

How to Attend

After registering, you will access this event in our new learning management system

If you can't access this event, please email


All sessions will be recorded. Registrants will receive an email when the recordings are available.

CPE Credit

Please review the new process for earning CPE credit online.

Online CPE Available

Event Information

  • Level: Intermediate
  • Prerequisites: Minimum 1-2 years of experience as a professional in higher education or a related private industry.
  • Advanced Preparation: None
  • Delivery Mode: Group internet based
  • Field of Study: Specialized Knowledge
  • Length: Varies per session. View schedule below.

CPE Information

Estimated 5 CPE Credits

Please note you can only earn credit for attending the event live. Each individual must register and attend separately to earn credit.

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


Cancellation Policies

Member Ended February 20, 2024


Non-Member Ended February 20, 2024


NACUBO thanks the following supporter of this event:

Program Schedule for February 20, 2024

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. Presenters will also engage in a discussion around the latest trends in collections.

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—for both students and families. 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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