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2019 Student Financial Services Conference

March 24-26 | New Orleans


March 24-26, 2019 | Hyatt Regency New Orleans | 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

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.
  • Learn how to lead, 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

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


Christopher Cook

Vanderbilt University

Ellen Curcio

Ursinus College

Jason Curry

University of North Texas

Gina Curry

California State University, Sacramento

Bryan Dickson


Chad Echols

The Echols Firm, LLC

Janice Foley

High Point University

Chris Foster

University of North Texas

Steffon Gray


Lori Hartung

Todd, Bremer & Lawson, Inc.

Brittany Hubbard

Indiana University

Elena Larson

California State University, Sacramento

Marisa Martin

University of Washington

James McCarthy


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

Oregon State University

Joey Saxon

University of North Texas

Doug Schantz

Wittenberg University

Megan Schneider


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


Bethany Welsh

Augusta University

Shelitha Williams

SUNY Genesee Community College

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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.


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 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


Member Advance Registration

Expired on Feb 24

Non-Member Corporate Advance


Corporate Advance Registration (ALL CORPORATIONS SELECT)

Expired on Feb 25

Non-Member Early


Non-Member Advance Registration

Expired on Feb 25

Member Regular


Member Regular Registration

Expired on Mar 27

Non-Member Corporate Regular


Corporate Regular Registration (ALL CORPORATIONS SELECT)

Expired on Mar 27

Non-Member Regular


Non-Member Regular Registration

Expired on Mar 27


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: 888.421.1442

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

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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