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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
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 LaPolt Clark is vice president for policy and research at the National Association of College and University Business Officers (NACUBO), a membership organization representing more than 1,700 colleges and universities across the country. Liz is a member of the NACUBO executive leadership group and heads the team responsible for analysis of federal regulatory and legislative actions, research, and communications at NACUBO. She has been widely quoted in the press and is a sought-after speaker on how Washington politics and federal policies impact higher education.

Liz got her start on Capitol Hill in 1999, running Cornell University's first Washington, DC-based federal relations office, and in her career has led federal affairs for the State University of New York (SUNY) System and for Oregon State University.

A native of Liberty, NY, Liz is a graduate of Binghamton University (SUNY) and received a Master’s degree from Cornell University. She currently lives in Fort Washington, Maryland.

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.

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

  • 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, bursar, Vanderbilt University
  • Charmaine Daniels, associate vice president for student financial services, Morehouse College
  • Bryan Dickson, director, student financial services and educational programs, NACUBO
  • Ken Downs, , University of Arizona
  • Chad Echols, , The Echols Firm, LLC
  • John Fees, , Gradguard
  • T.J. Fletcher, , Stanford University
  • Janice Foley, , High Point University
  • Franklin Garrett, , University of California, San Diego
  • Anne Gross, , NACUBO
  • 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, assistant vice president for tax, payables, and procurement, University of Central Florida
  • Erica Manuel, , University of Colorado at Denver
  • Lesley McBain, , NACUBO
  • Kathy Meloon, , SUNY Genesee Community College
  • Ilia Moldavski, , Brandman University
  • Nicole Morgan, , University of Cincinnati Main Campus
  • Wendy Pursell, director of student accounts, 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, , CampusLogic
  • Kimberly Wagner, , Elgin Community College
  • Lindsay Wayt, director, analytics, NACUBO
  • Bethany Welsh, , Augusta University

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.

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 Ended February 12, 2018


Non-Member Early Ended February 12, 2018


Member Regular Ended March 14, 2018


Non-Member Regular Ended March 14, 2018



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: 407.827.4000

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

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.