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2020 Student Financial Services Conference

March 22-24 | Portland, OR


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.
Questions regarding this program, please contact Barbara DiRocco at or call 202.861.2533.


Student Financial Services Workshop

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.

CPE Information

There are no CPEs offered for this event.

Participants will be awarded up to 15 CPE credits for this group live event. CPE credits can be earned in the following categories: Business Management & Organization 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 the session admittance, breakfasts, lunch, refreshment breaks, and reception as specified by the program schedule, and access to program materials.

Advance registration ends on February 23, 2020.

Member Early Ends February 24, 2020


Non-Member Early Ends February 24, 2020


Member Standard Starts February 24, 2020


Non-Member Standard Starts February 24, 2020


Hotel & Travel Information

Rooms Rate

Single: $195.00

Double: $195.00

Phone Reservation: 503.226.1611

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

Conveniently located in the heart of the city, the Hilton Portland Downtown has been newly redesigned with an inviting, vibrant lobby and rooms that incorporate a timeless and contemporary feel. Take a short walk to the downtown business district, exclusive tax-free shopping, exciting entertainment venues, and the MAX Light rail, just one lock from the hotel.


Call for Proposals

College and university student financial services (SFS) operations are regularly implementing improved technologies, responding to new policies and applying innovative strategies.  Do you have a story to tell, a success to share, research to convey? 
The NACUBO SFS Conference program committee invites you to submit a proposal to present a concurrent session at the 2019 Student Financial Services Conference being held March 22-24, 2020, at the Hilton Portland Downtown.
We are reserving several sessions for campus presentations highlighting an issue or topic of concern from which you feel the audience of bursars, student financial services directors, business officers, and others would benefit.  Submissions should fall into at least one of the three topic areas:  organizational, technical, and interpersonal.  They may come from campus administrators or members of the corporate community.  
We are seeking presentations on (but not limited to) the following:
  • Campus partnerships - successful collaborations
  • Management of student loans - loan services, trends, future developments
  • Effective use of analytics
  • Compliance/regulation updates
  • Military and veteran education and benefits
  • Innovations in customer service
  • Going cashless
  • Collection best practices
  • PCI compliance
  • Financial wellness for students
  • Strategic staffing - - recruiting, retention, handling turnover
  • Student relationships and outreach
  • Using technology to improve/enhance services
The program committee will be evaluating sessions best suited to the needs of professionals at colleges and universities. Some key considerations as you prepare your proposal:
  • Include as much detail as possible about the presentation.
  • Include 3 learning objectives or audience takeaways.
  • Gear the presentation towards an audience at an intermediate to advanced level of understanding, rather than basic treatments or overviews

Guidelines for submission:

  • The deadline for submissions is October 7, 2019. Proposals may be submitted at any time until 5:00 p.m. ET on the deadline date.
  • Submission of a presentation does not guarantee participation in the program.
  • Do not submit proposals unless each speaker is available to present at any time during the program dates of March 22-24, 2020. 
  • Include all presenters that will take part in the presentation. Do not list co-presenters without definite commitment that the co-presenter will be on the program. The co-presenter(s) must agree to all the terms and conditions for participation. There is a limit of 5 speakers per submission.
  • Each proposal must have at least one speaker from a college or university. Any submission that does not include a presenter from a college or university will be considered incomplete and will not be accepted.
  • Acceptance notifications will be sent by December 16, 2019.
  • All selected speakers will receive an official confirmation letter. Speakers must complete an agreement form in order to be confirmed for a session.
  • NACUBO reserves the right to revise presentation titles or edit the session description of selected presentations for NACUBO promotional and program publications. 
  • Proposal submission topics cannot be changed after the review and selection process.
  • Selected presenters are responsible for paying housing and travel incurred in conjunction with participation in the 2020 Student Financial Services Conference.

Please Note: By clicking on the “Submit A Proposal” link below you acknowledge that you have read the Call for Proposal information and agree to the terms.



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