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2021 Student Financial Services Conference

March 16-18 | See Schedule for Full Details

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This online conference covers various 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 areas such as analytics, vendor management, strategic communications, and more. You'll hear directly from panelists in real-time, earn CPE credits, have the ability to ask questions, and have access to the recordings from all the sessions.
Are you new to the business office, student financial services, or the higher education workplace; or in need of a refresher of core responsibilities? For more information, be sure to register for the 2021 Bursar Fundamentals.  

Student Financial Services Webcast 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

  • Describe the latest regulatory and policy changes and assess how they may impact your institution.
  • Identify 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 Aid Administrators
  • Integrated Services Staff
  • Student Financial Services Directors
  • Student Loan Managers


No prerequisites and/or advance preparation required.

Customer Support

For technical support visit our line: Webcast Help Guide

Technical Requirements

Software/Browser Requirements

  • Windows 7 / 10
  • Adobe Acrobat
  • Flash Player

WindowsFlash Player

Meet The Presenters

  • Walead Abdrabouh, , Stockton University
  • Amanda Bierbrauer, , Portland State University
  • Christine Blakney, , Texas Tech University
  • Dana Brown, , Alcorn State University
  • Janet Burkhardt, , University of Denver
  • Christopher Cook, bursar, Vanderbilt University
  • Mary Coryell, ,
  • Charmaine Daniels, associate vice president for student financial services, Morehouse College
  • Andrew Darling, , Marymount University
  • Christopher Doran, , University of Virginia
  • Juanita Edwards, , Alcorn State University
  • Kelly Epting, , University of South Carolina Columbia
  • Chris Foster, director, student financial services, University of North Texas
  • Anthea Jeffrey, , Rutgers, The State University of New Jersey New Brunswick Campus
  • Benjamin Kennedy, , Kennedy & Company
  • Steve Kimata, , University of Virginia
  • Kathleen Masterson, assistant director, research and policy analysis, NACUBO
  • Devon McGee, ,
  • Evelyn Nelson, , Lynn University
  • Kristy Pritchett, , The University of Alabama
  • Brenda Scherer, , CliftonLarsonAllen LLP
  • T'Ante Sims, , San Diego State University
  • Jackie Strohbehn, , Nelnet Campus Commerce
  • Ryan Terrell, , Stockton University
  • Janelle Watts, , Alcorn State University
  • Roslyn White, , Alcorn State University

CPE Information

Estimated 9 CPE Credits in Finance, Information Technology, and Specialized Knowledge

CPE credit is not available for On-Demand programs at this time.

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


Registration Assistance: 877.797.7698 or

Cancellation Policies

Member Member Ends March 19, 2022


Non-Member Non-Member Ends March 19, 2022


NACUBO thanks the following supporters of this event:

Premier Sponsor

Classic Sponsors


Day 1

Show Full Day

Day 2

Show Full Day

Day 3

Show Full Day

Call for Proposals

Submission deadline is December 18, 2020. For submission guidelines, click here


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