Florida Association of Bursars and - FABSAA · Florida Association of Bursars and Student Accounting Administrators 15th Annual Conference . ... the result of leveraging performance

Florida Association of Bursars and Student Accounting Administrators

15th Annual Conference

William & Fudge 300 Chatham Ave. PO Box 11590 Rock Hill, SC 29731 800-849-9791 – Phone 803-329-0797 - Fax www.wfcorp.com

Williams & Fudge was founded in 1986 and is a family owned business with the purpose of serving the higher education community. We aid colleges and universities in the recovery of education-related receivables. Specific debt types include Perkins Loans (Cohort management), tuition, campus-based institutional loans, Health Profession Student Loans, Nursing Student Loans, private education (alternative) loans, and other receivables such as parking, room, board, and library fines. We also assist with Early Intervention programs to prevent students from reaching collections status.

From our single office in Rock Hill, SC, Williams & Fudge collects from students located all over the United States and in many foreign countries. This one-office concept promotes excellent communications between our clients and our account representatives. This also ensures the supervision and education needed to attain the best possible collections.

Representative(s) Phone Email

Dave Wilber, Assoc VP of Sales 803-329-9791 [email protected]

Platinum Sponsor

http://www.wfcorp.com/

mailto:[email protected]



ConServe 200 CrossKeys Office Park Fairport, NY 14450 www.conserve-arm.com

ConServe is a top performing accounts receivable management company with the numbers to prove it. Our innovative recovery solutions, the result of leveraging performance data analytics with state-of-the-art technology, enable us to develop win-win scenarios for our Clients and their consumers. Our passion for ethics, compliance and Client satisfaction is The ConServe Advantage(r). For more information, please visit our website at www.conserve-arm.com.


Ed Nolan, Regional Director of Business Development 800-724-7500 [email protected]

Monica Holly, Marketing Coordinator 800-724-7500 [email protected]

Gold Sponsor

http://www.conserve-arm.com/

http://www.conserve-arm.com/





Todd, Bremer & Lawson, Inc. P.O. Box 36788 Rock Hill, South Carolina 29732-0512 http://www.tbandl.com

Todd, Bremer & Lawson has offered its unique approach to educational collections since 1974. At that time, J. Harold "Hal" Todd saw a need for a special kind of collection service for institutions of higher learning. He felt the word "service" included not only collecting money but also advising deserving borrowers of the proper steps to take in filing the various deferments and cancellations; routinely updating information; and providing management skills necessary to assist institutions of higher learning in the administration of their programs. To achieve this, Todd, Bremer & Lawson was formed not only to specialize, but to work exclusively, in the servicing of educational accounts.

Today, we are still convinced that our approach to educational collections is the most effective means available in assisting educational clients with their collection program. Our approach has led more than fourteen hundred (1400) different loan programs to leave the "mainstream" of collections for a more distinctive effort on behalf of their institutions. Our experience has expanded by servicing many other private educational loan programs.

Representative(s) Phone Email Rachelle Melloch, Sales Manager 904-616-5509 [email protected]

Silver Sponsor

http://www.tbandl.com/




Coast Professional 214 Expo Circle, Suite 7 West Monroe, LA 71294 http://coastprofessional.com

Coast Professional, Inc. (Coast) has built a legacy of success in higher education over the last 40 years. Coast provides collection services to over 200 colleges and universities, guaranty agencies, and government entities, and is consistently a number one contractor for the Department of Education. Coast works closely with clients to increase recoveries by assisting consumers in resolving their financial obligations. Our excellent reputation is exemplified by outstanding recoveries, superior service, and dedication to treating consumers in a professional, respectful manner.


Pat Berning, Regional Account Executive 318-355-2691 [email protected]

Rechelle Brown, Client Relations Manager 318-307-3810 [email protected]

Bronze Sponsor

http://coastprofessional.com/





Tuition Management Systems (TMS) 1457 Secretariat Drive Helena, AL 35080 http://tuitionmangementsystems.com

For over 25 years, the Tuition Management Systems’ (TMS) mission has remained steadfast - to help families afford education and schools prosper. Today, more than 700 schools use our Proven Path™ to get their bills paid by millions of students and families. We offer a process that ensures a quality experience and financial fit for students trying to managing the cost of education.

Our products and services include student account presentment, billing, payment portals- both tuition and non-tuition related, monthly payment plans, refund disbursements, and merchant services. These solutions, integrated with your student information system, deliver the resources and expertise needed to generate cost savings and workload reduction for schools, while increasing the service provided to students and families. Education Payment Advisors are ready to help students make informed decisions at every milestone in the payment continuum with our unbiased BorrowSmart Affordability Planning and Counseling TM.

TMS delivers any or all parts of a seamless education payment process to your institution.


Buddy Costa, Business Development Manager 205-620-5015 [email protected]

Bronze Sponsor

http://tuitionmangementsystems.com/


Name/Title Institution Email

Derek McKinney University of South Florida [email protected] President

Caleb Cornelius Broward College [email protected] Immediate Past President

Jenna Schueler Palm Beach Atlantic University [email protected] Vice President of Education And Conferences

Philomene Dorlus University of Central Florida [email protected] Vice President of Memberships

Gilman Page Florida State University [email protected] Vice President of Communication And Technology

Jill Hernandez Florida Polytechnic University [email protected] Treasurer

Jana Kazmierczak Florida Gateway College [email protected] Secretary

Merle Isgett Windham Professionals [email protected] Commercial Representative

Ed Nolan ConServe [email protected] Commercial Representative

Derek Blauer Florida State University [email protected] Board Member at Large

Amy Williams Florida State College at Jacksonville [email protected] Board Member at Large

FABSAA Executive Board 2016-2017














FABSAA Bylaws

The Executive Board should be made up of thirteen positions consisting of the President, Vice President of Education and Conferences, Vice President of Membership, Vice President of Communications and Technology, Secretary, Treasurer, President- Elect, Previous Past President, two Commercial Representatives, and three or four Board Members-at-large depending on if the President-Elect position is occupied or not. The President, Vice President of Communications and Technology, Vice President of Education and Conferences, and Treasurer will maintain their position for a two year term. The Vice President of Membership, Secretary, and Board Members-at-Large will maintain their position for a one year term. Commercial Representatives will maintain their positions for two year terms, beginning in alternate years, so a new Commercial Representative begins his/her term each year. President-Elect will maintain the position for a one year term prior to presidency. Any previous president may elect to stay on the board as a past president for up to five years in an advisory capacity and shall maintain their voting status for two years.

Membership of the organization will be comprised of PRIMARY members, INDIVIDUAL members, ASSOCIATE members and COMMERCIAL Members. A PRIMARY member is defined as a post-secondary institution operating in the state of Florida. An INDIVIDUAL member is defined as a person who is currently employed or retired from a postsecondary institution operating in the state of Florida. An ASSOCIATE member is defined as a post-secondary institution operating outside the state of Florida. A COMMERCIAL member is defined as a business or organization that regularly performs services which support post-secondary institutions in the state of Florida. The Vice President of Membership will review all membership applications to determine the type of membership and will forward a recommendation to the Executive Board. The Executive Board will approve all membership applications. Annual membership of the organization will be effective from July 1 until June 30.

All elected positions of the Executive Board must be PRIMARY members of the Association. PRIMARY members will hold an annual election once a year to elect officers of the Executive Board to a one or two year term. The election should coincide with the Annual conference and may be conducted in person or electronically at the discretion of the Executive Board.

Under no circumstances will a membership list be sold to a nonmember or distributed to other organizations without the consent of the association’s membership and Executive Board.

The annual membership amount due for a PRIMARY member is indicated on the Membership Application. For voting purposes, a PRIMARY member in good standing is allowed one vote. A PRIMARY member may identify as many as two representatives to act as the point of contact to be notified of sponsored functions and activities.

The annual membership amount due for an ASSOCIATE member is indicated on the Membership Application. An ASSOCIATE member may identify as many as two representatives to act as the point of contact to be notified of sponsored functions and activities. An ASSOCIATE member has no voting privileges.

The annual membership amount due for an INDIVIDUAL Membership is indicated on the Membership Application. INDIVIDUAL members will be notified of sponsored functions and activities. An INDIVIDUAL member has no voting privileges.

The annual membership amount due for a COMMERCIAL member is indicated on the Membership Application. COMMERCIAL members may identify as many as two representatives to be notified of sponsored functions and activities. A COMMERCIAL member has no voting privileges.

If an elected Executive Board member needs to be replaced before the end of the term, the remaining Executive Board members will recommend a replacement and the President will appoint. In the event that the President must be replaced before the end of the term, the President-Elect will assume the position.

Bylaws may be amended by a majority vote of Primary members voting. Amendments may be submitted by the Executive Board or by petition of the members. Voting may be conducted either in person or electronically at the discretion of the Executive Board.

Approved 4/2016

2017 FABSAA Annual Conference Clearwater Beach, Florida

April 19 - 21, 2017

2017 FABSAA Conference Agenda

Wednesday, April 19th

11:00 a.m. – 5:00 p.m. Registration Desk & Exhibit Hall Open

8:30 a.m. – 11:30 a.m. General Session A (Siesta Key) Pre-Conference Workshop: Bursar Basics

Speakers: D’Andrea Cotton, Jill Hernandez, Jenna Schueler

11:30 a.m. – 1:00 p.m. Lunch (Belleair/Redington)

12:30 p.m. – 1:00 p.m. Belleair/Redington Annual Business Meeting & Opening Remarks from

FABSAA President Derek McKinney

1:00 p.m. – 2:00 p.m. General Session B (Belleair/Redington) The 3D Blueprint for Thriving Through Change

Keynote Address by Rene Godefroy

2:00 p.m. – 2:15 p.m. Refreshment Break (Exhibit Foyer) Sponsored by Coast Professional

2:15 p.m. – 3:15 p.m. General Session C (Belleair/Redington) Preventing Identify Theft

Speaker: Ash Cash

3:25 p.m. – 4:25 p.m. Concurrent Session D (Longboat Key 1/2) VA

Speaker: Marty McLoughlin

Concurrent Session E (Madeira/Indian Shores) Navigating the Regs Speaker: Gilman Page

4:25 p.m. – 4:45 p.m. Hotel Check-In Break

4:45 p.m. – 5:45 p.m. Concurrent Session F (Longboat Key 1/2)

Creating a Positive Culture that Produces Positive Results

Speaker: Dr. Craig Domeck

Concurrent Session G (Madeira/Indian Shores)

Be the Bridge (Not the Troll Underneath It): Enhancing the Student Experience

Speaker: Jenna Schueler

5:50 p.m. – 7:00 p.m. Poolside Welcome Reception Sponsored by ConServe An opportunity to meet colleagues, eat, drink, and win gift baskets!

Thursday, April 20th 7:30 a.m. – 5:00 p.m. Exhibit Hall Open

7:30 a.m. – 8:30 a.m. Breakfast (Belleair/Redington) Sponsored by Todd, Bremer, & Lawson

8:00 a.m. – 8:30 a.m. Daily Briefing from FABSAA President Derek McKinney (Belleair/Redington)

8:30 a.m. – 9:30 a.m. Concurrent Session H (Longboat Key 1/2)

Internal Collections Speaker: Lisa Wasson &

Excel Mercado

Concurrent Session I (Madeira/Indian Shores) Stress Less, Achieve More: Secrets to Mastering Work/Life

Balance Speaker: Lorrenza Vandiver

9:40 a.m. – 10:40 am Concurrent Session J (Longboat Key 1/2)

Auditing Your Collections Agency

Speaker: Dominic Queirolo

Concurrent Session K (Madeira/Indian Shores) Preparing for Audit

Speakers: Iris Elijah & Joseph Maleszewski

10:40 am – 11:00 am Refreshment Break (Exhibit Foyer) Sponsored by Tuition Management Systems

11:00 am – 12:00 pm Concurrent Session L (Longboat Key 1/2)

Navigating the Regs Speaker: Gilman Page

Concurrent Session M (Madeira/Indian Shores) What Your Financial Aid Office Wishes You Knew

Speaker: Jorge Lopez

Noon – 1:30 p.m. Lunch – Watercolours Restaurant

1:30 p.m. – 2:30 p.m. General Session N (Belleair/Redington) Fraud Prevention

Speaker: Rob Clark, Jr.

2:30 p.m. – 3:00 p.m. Refreshment Break (Exhibit Foyer)

3:00 p.m. – 4:45 p.m. General Session O (Belleair/Redington) Embracing Diversity in your Communications

Speaker: Dr. Tonjua Williams

5:00 p.m. – 9:00 p.m. Join us in the Exhibit Foyer for cocktail hour, followed by Presidential Dinner (Sand Key Ballroom)

CASINO NIGHT! Come to the FABSAA Casino to play Black Jack, Texas Hold ‘Em, Roulette, Craps, and Slots

Friday, April 21st

7:30 a.m. - Noon Exhibit Hall Open

7:30 a.m. – 8:30 a.m. Breakfast (Belleair/Redington)

8:00 a.m. – 8:30 a.m. Daily Briefing from FABSAA President Derek McKinney (Belleair/Redington)

8:30 am – 10:00 a.m.

Concurrent Session P (Longboat Key 1/2)

Public Universities & Colleges

Roundtable Discussions

Facilitator: Philomene Dorlus

Concurrent Session Q (Siesta Key)

Private Universities Roundtable Discussions Facilitator: Jenna Schueler

Concurrent Session R (Madeira/Indian Shores)

Community & State Colleges

Roundtable Discussions

Facilitator: Jana Kazmierczak

10:00 am – 10:30 am Refreshment Break (Exhibit Foyer) & Hotel Checkout

10:30 am – 11:30 am General Session S (Belleair/Redington) Washington Update

Speaker: Bryan Dickson

Keynote Address

The 3D Blueprint for Thriving Through Change

Presenter Information Rene Godefroy


April 19 - 21, 2017

Rene Godefroy empowers employees and entrepreneurs all over North America to embrace change and do more with less. His story is proof that success is NOT about resources. It’s about being resourceful and creative. It’s about the conviction to charge ahead in spite of the challenges and critics.

Born in dismal and deplorable poverty in a tiny Haitian village Haiti, Rene is a testimony that No Condition is Permanent. He knows firsthand what it takes to rise from the ashes and begin a new cycle. He tells us that mind is the only leverage we have to lift ourselves above our tough situations.

Nine months after his birth, his mother left him behind in the village. She bravely ventured to the city – Port-au-Prince. She was hoping to find a better way to break the cycle of misery and poverty. Right after she left, several deadly diseases pounded Rene and vowed to end his existence.

Many of the people in the village wrote him off. They predicted he would not survive. Some teased and ridiculed him. They called him “kokobay” – a Creole word that means crippled. During daylight, he would spend his days on the dirt floor fanning flies off his face. At night, he would shoo away the mosquitoes. Those were the dark nights of his soul. However, they are what endow him with the internal fortitude and the certainty to keep pressing on.

Now, Rene urges his audiences never to cower and walk away from their challenges. He empowers them to access their personal power to face whatever comes their way with internal fortitude. He tells his listeners, “You can thrive through this change. You already know how to solve all your problems. The solutions are within you. Stay with it.”


April 19 - 21, 2017

Ash Cash (Preventing Identity Theft)

Presenter Information Ash Exantus

Ash Exantus (Ash Cash) has established himself as a thought leader and trusted voice with corporate America, colleges, churches, and community-based organizations. Through his message of fiscal responsibility, entrepreneurship, and wealth empowerment, he has become a regular speaker at national conferences across the country. Ash has been featured on popular, national media outlets such as CNN, The New York Times, WSJ, American Banker, CNBC, TheStreet.com, Black Enterprise, Essence Magazine, Ebony, BET, Pix11 Morning News, and countless others. Ash is currently the Director of Financial Education and Senior Financial Empowerment Coach at BankMobile. He is the host of his own radio show titled The Ash Cash Show, which airs every Sunday at 1pm on WHCR 90.3FM NY with a current reach of 2.2 million listeners.

Veteran Affairs Presenter Information Marty McLoughlin

Marty McLoughlin is a veteran of the United States Marine Corps. He serves on the board for the Florida Associate of Veteran Specialist (FAVES) and is the current Director of Military and Veteran Student Services with Embry-Riddle Aeronautical University-Worldwide.


April 19 - 21, 2017

Creating a Positive Culture that Produces Positive Results

Presenter Information Dr. Craig Domeck

Dr. Craig Domeck is dean of the MacArthur School of Leadership and associate professor of leadership at Palm Beach Atlantic University. He also is the founder and principal of 3-D Leadership, a consulting enterprise focusing on leadership development, strategic planning and coaching. For four years, Dr. Domeck served as the director of full-time MBA programs and admissions for the Crummer Graduate School of Business at Rollins College in Winter Park, Florida. Prior to employment at Rollins, he spent 25 years with Cru (formerly known as Campus Crusade for Christ), an international Christian organization headquartered in Orlando, Florida. Dr. Domeck says that his greatest “claim to fame” is being married to his wife, Jenni, for over 485 months; they have four terrific children and two grandchildren. .

Be the Bridge, Not the Troll Underneath It: Enhancing the Student Experience

Presenter Information Jenna Schueler

Jenna Schueler has worked in higher education student financial services for 13 years at institutions in both Florida and Ohio. She is currently the Student Accounts Administrator at Palm Beach Atlantic University in West Palm Beach. In addition, Jenna has served on the Executive Board of the FABSAA since 2012. Deeply passionate about seeing people thrive at work, Jenna is also a Certified Professional Coach and owns her own career coaching practice, Live Your Passion Coaching. She specializes in finding the right job fit and leadership development. Jenna holds an M.S. in Leadership from Palm Beach Atlantic University and is currently pursuing a Ph.D. in Industrial/Organizational Psychology from Capella University.


April 19 - 21, 2017

Internal Collections

Presenters Information Lisa Wasson Excel Mercado

Lisa Wasson has worked at Florida Gulf Coast University’s Bursar Office for 19 years, the last 2 years as the Accounts Receivable Manager. She has overall responsibility for internal collections and management of student accounts. Over the last 15 years, Lisa has presented various workshops and orientation sessions on student financial services, and the importance of financial literacy to students and parents. Lisa earned a B.S. in Business Administration from the University of South Florida. She has been an active member of FABSAA since 2003.

Stress Less, Achieve More: Secrets to Mastering Work/Life Balance

Presenter Information Lorrenza Vandiver

She leads, she teaches, and she motivates! Yes, she’s a triple threat. As a Success & Personal/Professional Development Coach, Motivational Speaker and Leadership Trainer, Lorrenza Vandiver is committed to helping women achieve their full potential. Lorrenza founded Motivated Woman, LLC, a personal & professional development consulting company dedicated to the development of leadership and confidence among budding women leaders. Lorrenza holds an M.B.A with a concentration in Leadership, from Franklin University, a B.A. in Communications and an ICF Accredited Life Coaching Certificate from the Life Coach Institute of Orange County. For the past 10 years, Lorrenza has led retention and student engagement efforts at a variety of colleges and universities. She also holds the position of Assistant Director of Student Affairs at Nova Southeastern University. In this role, Lorrenza manages all aspects of student development at NSU, including programming, student/professional development, and enhancing student life.


April 19 - 21, 2017

Auditing Your Collection Agency

Presenter Information Dominic Queirolo

As the Associate Vice President of Operations, Dominic is responsible for the day-to-day functions of the operations department. Dominic brings more than 17 years’ experience in the Student Loan Collections Industry. As the previous Director of Staff Development at ConServe, Dominic designed and implemented a multitude of training programs for our existing staff and new hires. Prior to joining ConServe, Dominic worked as the Assistance Vice President of Schools Financial Credit Union; as the Senior Trainer at EDFUND; and as the Senior Production Manager at Diversified Collections Services. Dominic is a frequent presenter at our ConServe University® seminars. Dominic holds various Leadership Training Certifications. Dominic holds a Bachelor's degree in Management and has various Leadership Training Certifications.

Preparing for Audit

Presenters Information Iris Elijah Joseph (Joe) Maleszewski

Iris A. Elijah serves as the Assistant General Counsel of the State University System of Florida Board of Governors since 2015. Previously, Ms. Elijah served as the Assistant General Counsel at Florida A&M University in Tallahassee, Florida, and Junior Associate General Counsel at Florida International University in Miami, Florida. Ms. Elijah is a graduate of Florida International University College of Law and the University of South Florida. Ms. Elijah is an active member of several legal and civic organizations including the Tallahassee Alumnae Chapter of Delta Sigma Theta Sorority, Inc., Florida Association of Women Lawyers, and several Florida Bar committees.  Most recently, Ms. Elijah was recognized as an Outstanding Young Alumna by the University of South Florida Alumni Association, a Golden A.C.E., by the Tallahassee Network of Young Professionals, and Community Engagement Awardee by the Tallahassee Women Lawyers Association. 


April 19 - 21, 2017

Joe Maleszewski received an MBA from the Florida State University School of Business. He serves the Board of Governors and the State University System of Florida as their Inspector General and Director of Compliance. Joe has over 25 years’ service in State of Florida government, serving primarily in Offices of Inspector General. He is a Certified Internal Auditor (CIA), Certified Information Systems Auditor (CISA), Certified Inspector General (CIG), Certified Inspector General Investigator (CIGI), Certified Inspector General Auditor (CIGA), Certified Government Auditing Professional (CGAP) and Certified Compliance and Ethics Professional (CCEP).

Joe and his wife Tracey reside in Tallahassee, Florida. In his personal life he prides himself on being a devoted husband and father of four, active Scouter, third degree black belt in TaeKwonDo, and a proficient woodworker and handyman.

Among other professional associations, Joe is an active member of the Institute of Internal Auditors (IIA), Information Systems Audit and Control Association (ISACA), Association of Government Accountants (AGA), Association of Inspectors General and Association of Certified Fraud Examiners (ACFE).

Navigating the Regs

Presenter Information Gilman Page

Gil Page serves as the Program Director of Student Business Services at Florida State University where he oversees the student financial system, tuition calculation, student tax, privacy and security, and reporting. Gil has been with Florida State University since 2007 in a number of capacities, serving as coordinator of refunds and financial aid disbursements, student financial systems analyst, and assistant controller prior to his current role. He has spent a large portion of his career designing and launching the MyFSU student system, and supporting that system after implementation. He is a graduate of Florida State University, where he earned a Bachelor of Arts in writing and a Master of Science in Higher Education Administration and Policy. His years working on all aspects of the student financial lifecycle, as well as his background in higher education policy, has provided Gil with enough regulatory research to fill a book.

What Your Financial Aid Office Wishes You Knew

Presenter Information Jorge Lopez

Director, Financial Aid Florida Gulf Coast

University


April 19 - 21, 2017

Fraud Prevention

Presenter Information Rob Clark, Jr.

Rob Clark is a nationally recognized industry expert in higher education compliance and internal audit, his field for over 28 years.  He has served as the Chief Compliance Officer and Chief Audit Executive at Clark Atlanta University since 2010. Prior to that he has served as the head of internal audit and compliance at Georgia Tech, the University of Nebraska, and in audit and compliance leadership at Massachusetts Institute of Technology. 

He has held leadership positions as President of the Association of College and University Auditors and President of the Institute of Internal Auditors - Atlanta Chapter.  He has served as a teaching faculty member of the IIA, the College Business Management Institute, and has been a highly sought after keynote speaker, humorist and presenter for ACUA, The IIA, NACUBO, EDUCAUSE, The Chronicle of Higher Education, Office of Inspectors General, SACUBO, and many others.    He holds professional designations as a Certified Internal Auditor, Certified Information Systems Auditor, Certified Compliance and Ethics Professional, and Certified Business Manager. He is a member of the National Speakers Association – GA, and has performed stand-up comedy at the Punchline Comedy Club, Atlanta.

Embracing Diversity in Your Communications

Presenter Information Dr. Tonjua Williams

Tonjua Williams has nearly 30 years of higher education experience and serves as the Senior Vice President of Student Services at St. Petersburg College. Tonjua is a recognized nationally as an expert in student development and leading initiatives resulting in organizational transformation. Her most recent work included, new student onboarding, staff development and empowerment.

She holds a PhD from Barry University in Higher Education Administration with a specialization in Educational Leadership. She has participated in several leadership programs: State of Florida Chancellor’s Leadership Program, Leadership St. Petersburg, and Leadership Tampa Bay. Currently, she is a member of the inaugural class of the 2016-17 Aspen Presidential Fellowship. She is a local, state, and national presenter and currently serves as a Faculty Resident for the American Association of Community Colleges (AACC) Pathways Institute.


April 19 - 21, 2017

Washington Update

Presenter Information Bryan Dickson

Bryan Dickson is the senior policy analyst for the National Association of College and University Business Officers. As part of NACUBO’s federal affairs team, Dickson meets with agency, Congressional, and committee staff to advocate on behalf of the association, to provide feedback on emerging regulatory and legislative issues impacting business officers, and to request formal guidance on provisions affecting members. His portfolio of issues includes student financial services, federal education funding, grants management, copyright concerns, and service member and veteran education benefits.

In addition, he is a staff liaison to NACUBO’s Student Financial Services Council, working on behalf of the NACUBO membership to assist bursars and student accounts staff on a national level. Prior to joining NACUBO in 2007, Dickson was a marketing associate in the Legal and Compliance practice at CEB, Inc., a best practice insight and technology company in Washington. He holds a bachelor’s degree from Edinboro University of Pennsylvania.


April 19 - 21, 2017

Roundtable Breakout by Institutional Category: Public, Private, or Community (State) Colleges. This is your opportunity to discuss common issues with fellow colleagues such as 1098-T conversions, federal and state statutes, payment, collection practices, disbursement policies, etc.

Facilitators:

Public Universities & Colleges

Longboat Key 1/2: Philomene Dorlus, University of Central Florida

Private & For-Profit Universities & Colleges

Siesta Key: Jenna Schueler, Palm Beach Atlantic University

Community & State Colleges Madeira/Indian Shores: Jana Kazmierczak, Florida Gateway College

List Your Questions/Comments for discussion:


April 19 - 21, 2017

2017 Exhibitors


April 19 - 21, 2017

Account Control Technology 21700 Oxnard St Suite 1400 Woodland Hills, CA 91367 http://accountcontrol.com/

Account Control Technology, Inc. (ACT) specializes in debt management and collection solutions for student loans and campus-based receivables. Since 1990, ACT has been a recognized leader in the educational debt collection community with extensive experience serving our nation’s colleges and universities, state guaranty agencies, and the U.S. Department of Education. Nation-wide licensing enables ACT to service clients and account holders in every state and time zone from our four U.S. locations: Canoga Park, California; Bakersfield, California; San Angelo, Texas; and Mason, Ohio. ACT works hard to earn the trust and respect of every client, account holder, and employee. We provide outstanding service and— most importantly—exhaustive, ethical collection efforts. We apply our best efforts and resources every step of the way to exceed performance and service expectations.

Representative(s) Phone Email Michael Matkowsky, Regional Account Executive 866-473-2434 [email protected]

AR Resources, Inc. 433 Plaza Real, Suite 275 Boca Raton, FL 33432

AR Resources is a full service debt collection company that specializes in the higher educational market. We are currently providing services to over 80 higher education institutions with the collection of tuition, Perkins Loans, institutional loans, and other miscellaneous accounts. We are dedicated to assuring that all of our clients will receive the maximum effort from our staff, and in return, will be receiving consistently high recovery rates. AR Resources is also committed to providing our client with the best services possible.


Michael Kieffer, Director of Business Development

561-962-4143 [email protected]

Bank Mobile 115 Munson Street New Haven, CT 06511

BankMobile Disbursements provides BankMobile Refund Management®, an industry-leading service that processes and disburses financial aid credit balances to students on behalf of college and university administrations and offers an optional checking account for students. Born from an innovative system that transformed this critical campus process over the span of more than 17 years, the revitalized BankMobile service optimizes costs for higher ed administrations and provides a great experience for students that is designed with consumer safeguards in mind.

Link to our website: http://bankmobiledisbursements.com/

Representative(s) Phone Email Jack DeBaar, Vice President, Sales Rob Makowski, Sr. Director, Relationship Mgmt.


http://accountcontrol.com/



http://bankmobiledisbursements.com/



April 19 - 21, 2017

Cedar Financial 5230 Las Virgenes Ste 200 Calabasas, CA 91302

Since 1991, Cedar Financial has been providing world-class debt management solutions for national and international clients. We specialize in recovering outstanding international and domestic debts quickly and efficiently while at all times providing the highest levels of customer service. Our expertise in debt recovery, receivables management, skip tracing, asset searches, collections litigation and credit information is unmatched in the industry.

We are continuously striving to deliver exemplary performance and outstanding customer service. Relationship-driven, we communicate with your customers in a manner that is respectful, supportive and constructive. Our goal is to successfully negotiate and resolve disputes in a professional manner, thus enabling you to maintain positive relationships with your customers. We combine state-of-the-art technology with a highly selective recruiting process and ongoing education programs to ensure that every connection we make is positive.

Our alliance with the world-renowned TCM Group, enables us to offer comprehensive debt recovery and credit management services in more than 100 countries.

Our international debt collection activities are managed through our proven network of international debt collectors who live in the debtor's country and are well versed in local culture, language, and market conditions. This expertise gives us a true advantage in international debt recovery.

Representative(s) Phone Email Ray Kopitsch Phone [email protected]

EOS 300 Canal Blvd., Suite 130 Rochester, NY 14623 http://www.eos-usa.com

EOS USA is a single–source solution partner for responsive student care and receivables management. We understand the challenges of managing student account portfolios while providing services to the current student population. EOS USA’s unique staffing configurations and strong compliance culture enable us to offer innovative, technology-based solutions that exceed expectations.

Representative(s) Phone Email Robert Sedia, Director of Business Development 585-732-1443 [email protected]

Flywire 141 Tremont St. 10th Floor Boston, MA 02111 www.flywire.com

Flywire, formerly peerTransfer, is the leading provider of global payment solutions for the education industry, providing processing, tracking and reconciliation services for over 800 educational institutions worldwide. Students benefit from lower fees, a convenient online experience and 24x7 support. Institutions benefit with a free, streamlined process for reconciling payments.


http://www.eos-usa.com/


http://www.flywire.com/


April 19 - 21, 2017

General Revenue Corporation 4660 Duke Drive, Suite 300 Mason, OH 45040


Sharon Butler, EVP, Global Sales Jennifer Heter, Regional Sales Manager

617-329-4524 617-342-7513

[email protected] [email protected]

With more than 30 years of experience, General Revenue Corporation (GRC) specializes in the collection of delinquent student receivables. As an industry leader, we provide focused debt collection services that maximize recoveries for our clients, while maintaining the highest standards of integrity and customer relations. Our mission aligns with our clients’ expectations: providing superior collection services at a fair price. We base our workflows on proven collection strategies designed to achieve optimal debt resolution for our clients’ complete portfolios. Please stop by the GRC booth, or for more information, contact John Schwarm at (847) 829-4453.


Brian Hill, President John Schwarm, Director of Sales

513-605-7512 847-829-4453

[email protected] [email protected]

Key 2 Recovery, Inc. 8894 Beckett Road West Chester, OH 45069 www.Key2recovery.com

Key 2 Recovery, Inc. was incorporated in 2009 with the purpose of providing the best customer service and most reliable debt collection services exclusively to educational institutions. We currently serve 226 colleges and universities in 40 states and are located in West Chester, Ohio near Cincinnati. In August of 2016 INC. Magazine named Key 2 Recovery the fastest growing collection agency in America. Key 2 has been a proud member of the American Collectors Association (ACA) and are members of the Coalition of Higher Education Assistance Organizations (COHEAO).

Additionally, Key is a member of the following associations: Kentucky Association of Student Receivable Officers, Ohio Bursars Association, Minnesota Collection Network, the Florida Association of Bursars & Student Assistance Administrators, the Alabama College & University Business Officers, the Alabama Banner Users Group, the Michigan Association of Student Financial Service Administrators, Texas BUC$, the Community College Business Officers, New York State Organization of Bursars and Business Administrators, Regional Proprietary Colleges & Schools, the Association of Chiropractic Colleges, the Association of Proprietary Colleges & Universities, and our

CEO serves as the President of the Ohio Receivables Management Association.

Representative(s) Phone Email Aaron Petrusch, Director, Business Development 513-602-5857 [email protected]

Nelnet Business Solutions P.O. Box 82528 Lincoln, NE 68501 www.campuscommerce.com

Nelnet Business Solutions (NBS) is committed to delivering superior technology and innovative business tools that improve services and reduce costs for higher education. This goal is accomplished by providing a suite of campus commerce solutions including eBilling and ePayment, actively managed tuition payment plans, cashiering, commerce management, refunds, and more.





http://www.higherone.com/


http://www.campuscommerce.com/


April 19 - 21, 2017

NBS works with over 700 educational institutions and approximately two million students and families each year helping them achieve goals. For more information, visit www.campuscommerce.com.

Representative(s) Phone Email Brian Barry, Regional Vice President


Penn Credit Corporation 916 South 14th Street Harrisburg, PA 17104 http://www.penncredit.com

Penn Credit Corporation has been providing successful debt collection solutions for over 25 years and has developed the staff, training, technology, safeguard procedures, and requisite knowledge to perform securely and ethically as a collection vendor. Penn credit diligently pursues all accounts placed for collection with the highest efficiently and is capable of collecting a wide range of higher education delinquencies (Tuition, Loans, Parking fines etc.) Call 800-800-DEBT for additional information.

Representative(s) Phone Email Phillip Mennell 800-800-3328 [email protected]

Reliant Capital Solutions 750 Cross Pointe Road, Suite G

Gahanna, Ohio 43230 http://reliantcapitalsolutions.com/

Reliant Capital Solutions, LLC was built with the vision of creating the nation’s leading provider of higher education collection services that provides an exemplary customer service experience for its clients while providing knowledgeable, professional, and compliant collection services to the student debtor. This unique approach has produced exceptional results for the colleges and universities throughout the United States that partner with Reliant.

Reliant is a full service Accounts Receivable Management company that specialized in the campus- based higher education industry. Reliant is a 100% woman-owned and woman-controlled small business certified by the National Women Business Owners Corporation. Reliant’s true success is best measured in the value and priority the company places in satisfying its clients’ needs while maintaining professional, ethical, and legal conduct toward the student debtor.

Reliant’s dedicated staff takes pride in delivering an unparalleled level of service rarely seen in the industry. Our “personal” approach to client relationships is what sets Reliant apart from others. Simply stated, “Service is Reliant.” Reliant believes that performance is essential, but service is why Reliant has 99.9 percent (99.9%) client retention.

The success of Reliant is not only demonstrated by the customer service it provides but also in its experience, knowledge, and compliance throughout the collection process. Recovery Specialists at Reliant have an average of seven years of experience in third party, higher education debt collections. Some staff members have over 25 years of experience in the collection industry, while others come to Reliant from years of working directly in university/college student financial services.

http://www.campuscommerce.com/


http://www.penncredit.com/


http://reliantcapitalsolutions.com/


April 19 - 21, 2017

Representative(s) Phone Email Christy Egler, Regional Sales Manager 614-940-7959 [email protected]

Schuerger Law Firm 81 South Fifth St., Suite 400 Columbus, OH 43215

The trust repeatedly placed on us by our clients is built on the firm’s continued investments in hiring, training, staff development and meeting compliance requirements.

We take the best of new and relevant opportunities and integrate them into our operation to remain at the forefront of performance in higher education accounts receivable management.

We are committed to promoting and protecting our client’s reputation for accountability and highly ethical collection practices.


Sara Giuliani, Regional Sales Manager 614-674-6850 [email protected]

TouchNet + Heartland 15520 College Blvd. Lenexa, KS 66219 http://www.touchnet.com

TouchNet is a pioneer in delivering innovative financial technology to institutions of higher education. Since 1989, colleges and universities have relied on our commerce solutions to unify and secure campus-wide payments and related business transactions. We help these institutions save time and money by giving them greater control over transactions and costs, easier compliance, improved operational efficiencies, and self-service access to real-time information.


Brian Smith, Regional Sales Manager 913-599-6699 [email protected]

Windham Professionals 380 Main Street Salam, NH 03079 http://www.windhampros.com

Windham provides compliance-driven, customer-centric collections and revenue lifecycle management solutions. Since1982, we’ve helped schools create effective 1st and 3rd party recovery programs focused on positive student interaction through education, mediation and consultation. We also offer a suite of customizable, affordable support services for schools and business offices of every size.


Merle Isgett, Regional Director, Education 954-646-3239 [email protected]



http://www.touchnet.com/


http://www.windhampros.com/



April 19 - 21, 2017

Kingston Asset Management Services, Inc. 4987 North University Drive, Suite 22A Lauderhill, FL 33351

BAD DEBT PROBLEM? WE CAN HELP! Kinston Asset Management Services and education collection specialists based in Florida. We are members of the Florida Collectors Association, ACA International- the Association of Credit and Collection Professionals.

Our Professional and effective collectors, with over fifteen years’ experience in the collection industry, are dedicated to collecting on commercial and consumer debts.

Bad debt write-offs cost colleges and universities millions of dollars every year and negatively affect your profit. Kingston Asset Management, the choice for delinquent accounts recovery, can help!


Christopher Johnson, 954-626-0802 [email protected]


April 19 - 21, 2017

SAVE THE DATE! 16th Annual FABSAA

Conference

April 25 - April 27, 2018 Hilton Daytona Beach

Oceanfront Resort

Daytona Beach, FL

Documents

Florida Association of Bursars and - FABSAA · Florida Association of Bursars and Student Accounting Administrators 15th Annual Conference . ... the result of leveraging performance