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2018 Student Financial Services Conference

This comprehensive conference covers many issues impacting student financial services operations on campus.


2018 Student Financial Services Conference
March 11-13, 2018 | Hilton Orlando Lake Buena Vista - Disney Springs | Orlando
This comprehensive conference covers the many policy, technical, and management issues impacting student financial services operations on campus. Bursars, student financial services directors, loan collectors, financial aid administrators, and staff will find great value in plenary sessions addressing big picture issues and legislative and regulatory developments, and concurrent sessions covering a wide range of topics.  
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. As always, opportunities are offered throughout the program to network with colleagues, speakers, and exhibitors. 
PRE-CONFERENCE PROGRAM: This pre-conference 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 separate registration and additional fee ($129 member, $219 non-member) is required to attend this pre-conference program. You can register by selecting "Register Now" above. The program will run from 8:30 am- 3:00 pm. Lunch will be provided. 

Interested in Sponsoring or Exhibiting?

Email LaTosha McNeal at or call 202.861.2582 for sponsorship and exhibiting information. 

Student Financial Services Workshop
Liz Clark NACUBO

Liz Clark is Director of Federal Affairs for the National Association of College and University Business Officers (NACUBO). Liz has been working to advance the goals and priorities of colleges and universities on Capitol Hill since 1999. 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. A native of Liberty, NY, Liz is a graduate of Binghamton University (SUNY) and received a Master’s of Science degree in Policy Analysis and Management from Cornell University.

Who should attend

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

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.
  • Recognize ways to increase efficiencies and improve services to students.


No prerequisites and/or advance preparation required.

Meet The Speakers

Leena Abonasser

University of California, San Diego

DeAhn Baucom

University of North Carolina at Chapel Hill

Amanda Bierbrauer

Portland State University

Christine Blakney

Texas Tech University

Christine Blakney

Texas Tech University

Steve Booker

Rollins College

Janet Burkhardt

University of Denver

Jared Church

University of California, San Diego

Christopher Cook

Vanderbilt University

Charmaine Daniels

Morehouse College

Bryan Dickson


Ken Downs

University of Arizona

Chad Echols

The Echols Firm, LLC

John Fees


T.J. Fletcher

Stanford University

Janice Foley

High Point University

Franklin Garrett

University of California, San Diego

Anne Gross


Dana Kelly

National Association of Student Financial Aid Administrators

Shakeel Khan

Augusta University

Steve Kimata

University of Virginia

Raymond Kimmel

University of Cincinnati Main Campus

Kevin Kruger

NASPA: Student Affairs Administrators in Higher Education

Olivia Kynard

Holyoke Community College

Joel Levenson

University of Central Florida

Erica Manuel

University of Colorado at Denver

Lesley McBain


Kathy Meloon

SUNY Genesee Community College

Ilia Moldavski

Brandman University

Nicole Morgan

University of Cincinnati Main Campus

Wendy Pursell

Kutztown University

Wendy Pursell

Kutztown University

Michael Reynolds

Auburn University

Rebekah Salcedo

University of Arizona

Doug Schantz

Wittenberg University

Rebecca Schlafer

Chapman University

Ruth Sharp

California Institute of Technology

Mandy Sponholtz

National Association of Student Financial Aid Administrators

Gayle Ta

University of California, San Diego

Kelly Takahashi

Stanford University

Justin Topliff


Kimberly Wagner

Elgin Community College

Lindsay Wayt


Bethany Welsh

Augusta University

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CPE Information

Participants will be awarded up to 15 CPE credits for this group live event. CPE credits can be earned in the following categories: Business Law, Business Management & Organization, Personal Development, and Specialized Knowledge.


CPE Details

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 session admittance, breakfasts, lunch, refreshment breaks and reception as specified by the program schedule, and access to program materials.

Member Early


Member Advance Registration

Expired on Feb 12

Non-Member Early


Non-Member Advance Registration

Expired on Feb 12

Member Regular


Member Regular Registration

Expired on Mar 14

Non-Member Regular


Non-Member Regular Registration

Expired on Mar 14


Day 1

Show Full Day

Day 2

Show Full Day

Day 3

Show Full Day

Hotel & Travel Information

Rooms Rate

Single: $229.00 Book Room Here

Double: $229.00 Book Room Here

Phone Reservation: 407.827.4000

Rates guaranteed until (subject to availability): 7/31/2018

Hilton Orlando Lake Buena Vista at Disney Springs Area is located in the Walt Disney World Resort and within walking distance to Disney Springs. This truly amazing place has an eclectic mix of unique boutiques, one-of-a-kind eateries and jaw-dropping entertainment. There are four fascinating neighborhoods filled with so much to discover.
RESERVATIONS:  Call the reservation hotline at 1.800.782.4414 and reference the code "NCB" in order to secure the NACUBO group rate. 
You may also make reservations online, click here.