2019 Bursars SFS Speakers
Senior Relationship Manager, Global Accounts, Flywire
Kelli is passionate about providing international students with an impactful experience outside of their home country. She brings 10 years of experience working with international students in Denmark, New Zealand and the US in a variety of functions, including: recruitment, orientation programming, pastoral care, visa management, and government scholarship funding. In her current role at Flywire, Kelli travels across the US consulting universities and international education providers on how to streamline the international payment process and help students meet their goals.
Vice President of Community Investment, Trellis Company
Bio coming soon.
Loan Programs & Compliance Specialist, Middlebury College
Jane administers the private and federal student loan programs at Middlebury, in addition to managing Middlebury’s PCI DSS Compliance Program. Jane joined the College in 2004, following twenty years in the Petroleum & HVAC industry. Prior to joining Student Financial Services in 2016, Jane held various positions in the Office of Advancement, as well as PCI Lead and Project Manager positions within Finance.
Director, Corporate Development, Touchnet
Ryan, who heads up TouchNet Refund and Transaction Services initiatives, first joined TouchNet in 2001. Ryan is also working to develop new business services at TouchNet with regard to payment plans, 1098-T statements, refunds, etc. During his time at TouchNet, Ryan has managed our Product Management team and been in charge of Security and Compliance. Ryan has a Bachelor’s Degree in Education from the University of Kansas.
Bursar & Director of Debt Management/Student Loans, Oklahoma State UniversityLaurie Beets is currently the Bursar/Director of Student Loans & Debt Management at Oklahoma State University in Stillwater with 24+ years of experience in higher education. She is a CPA and has a Master’s Degree in Educational Leadership Studies with a higher education emphasis. Laurie is also a Certified Fraud Examiner. She has served as a member of the Board of Directors for the Coalition of Higher Education Assistance Organization (COHEAO). Laurie is a graduate of the SACUBO College of Business Management Institute and is a recipient of the OSU Staff Advisory Distinguished Service Award. Prior to joining OSU in 1994, Laurie worked in the banking industry and with the Resolution Trust Corporation.
Principal and SME Enterprise Risk and Compliance Division, Coalfire
Mr. Bonham is a Principal and subject matter expert in the Enterprise Risk and Compliance division. He has been with Coalfire since 2008.
He is a regular speaker at many conferences in the Enterprise arena. His knowledge of the large diversified organizations and how to manage compliance is often in demand. His clients include state and local governments, universities and large hospital systems.
His background in special projects has given him a unique way to look at problems from different angles to come up with solutions that save, time and money for his customers. Before Coalfire, he worked for a decade with a Fortune 500 company in the financial sector as well as working as a consultant on special projects for various companies.
Associate Director, University Of Illinois
James Burgdorf is an Associate Director with University Student Financial Services and Cashier Operations (USFSCO) at the University of Illinois. He co-directs and manages policies, procedures, and systems for all cash handling and customer service issues and inquiries across the three campus University of Illinois system. He also designs and delivers cash handling best practice training.
James holds a B.S. in Business Administration/Economics from Illinois College and is currently pursuing an M.S. in Accountancy from the University of Illinois Springfield. Prior to starting with USFSCO in 2007, James built a strong background in cash handling and customer service through ten years of banking experience.
Vice President, Director of Sales, BankMobile Disbursements
As Vice President, Director of Sales, Betsy Burton-Strunk leads BankMobile’s sales team and overall strategy and focus on the Refund Management product offered to colleges and universities. Burton- Strunk has worked with college and university business, financial aid and enrollment offices for over 25 years, starting with Wachovia Student Financial Services and through transitions with AMS and Sallie Mae. She frequently speaks at industry events and enjoys connecting with industry colleagues. Burton-Strunk enjoys volunteering and helped launch Dress for Success Winston-Salem. She also volunteers with Crosby Scholars, a local scholarship program that encourages students starting in 6th grade to plan for college and develop strategies to pay for college.
Burton-Strunk holds a bachelor’s degree from Miami University of Ohio. She lives in Winston-Salem, NC with her husband Elliot and 10-year old son Evan.
Assistant Director of Accounts Receivable, Ivy Tech Community College of Indiana
After spending two decades in human services as the Executive Director of a not for profit organization that ran two food pantries and paid rent and utilities for its clients, Sheri transitioned to a job in the education world. She is currently the Assistant Director of Accounts Receivable at Ivy Tech Community College, Indiana’s largest public postsecondary institution and the nation's largest singly accredited statewide community college system. The positions that she has held and having owned her own business for close to thirteen years have given Sheri a passion for sharing with others the things that she has learned about leadership and customer service.
Associate Vice President, Morehouse College
Charmaine Daniels is currently the Associate Vice President for Student Financial Services at Morehouse College. She has over sixteen years of higher education experience with subject matter expertise in the areas of student financial services, strategic planning, operations, and managing enterprise technology. Over her career Charmaine has developed and led the implementation of innovative award-winning initiatives to help students and parents better manage their finances. Prior to joining Morehouse College, Charmaine was the Director of Student Accounts at Georgia State University for over seven years. While at Georgia State, Charmaine led successful implementations of several projects including an online billing and payment system, a debit card refund program, and an internal collections due diligence system. During her tenure at GSU she was appointed to an interim position leading their financial literacy initiatives including opening their Student Financial Management Center that focuses on using data to develop financial interventions to support student success. Prior to joining GSU, Charmaine worked for the University of Illinois system in various roles for almost nine years with her last position being Associate Director of Student Financial Services.
Charmaine is a frequently requested conference presenter and currently serves on the National Association of College and University Business Officers Student Financial Services Council and the Ellucian Customer Advisory Board for Accounts Receivable.Charmaine has earned a Bachelor’s degree in Business Administration from Florida A&M University, a Master of Public Administration from the University of Illinois at Chicago, and an MBA from Georgia State University.
Executive in Residence at UPMC Enterprises and President of Vincent Payment Solutions, Inc.
Ms. Dubyak is President of Vincent Payment Solutions, Inc., a provider of flexible, secure, decentralized payments with centralized controls. Prior to joining Vincent in 2016, Ms. Dubyak was President of Cascade Treasury Solutions, Inc., a treasury management consulting firm with clients throughout the United States.
Retired, University of Illinois System and Senior Sales Consultant, Flywire
Judith Flink has served as a senior-level higher education administrator for over 30 years with nationally acclaimed expertise in student financial services operations including bursar/cashier operations; student loan repayment improvements and student retention and government relations. She possess an unusual blend of strategic thinking and operational savvy with proven experience in creating process improvements that accelerate cash flow and increase student satisfaction and retention. Judith has a keen insight for identifying untapped talent and building high-impact teams that conquer difficult goals. Judith is recognized nationally for the establishment of best practices and for making a positive impact on legislation relevant to all aspects of student financial services.
In her leadership role as Executive Director of University Student Financial Services and Cashier Operations for all three University of Illinois campuses (combined full-time student population of over 70,000), Judith managed a staff of 80 with an annual budget of $5.5 million.
She facilitated and shaped the legislative agenda for the University of Illinois Office of Business and Financial Services, identifying the highest priority changes and proposed means of accomplishing optimum and strategic change. As a part of this role, Judith examined proposed legislation to determine possible effects and intended outcomes for the Office of Business and Student Financial Services and the University of Illinois system. It was a part of Judith’s fiscal DNA to initiate and lead strategic alliances with peer schools and industry experts to promote legislation favorable to students, the higher education community and the University of Illinois system.
Judith established and administered the Illinois College Advising Corps (ICAC), a mentoring program promoting college access for low-income high school students across Illinois. She conceived the concept and implemented the program which raises seed funding for low-income high school students. The Illinois College Advising Corps has expanded and grown by 400% throughout the K-12 system of the State of Illinois since Judith’s inception of the initiative.
Judith served on a number of National Higher Education Committees (NHEC) including serving as the President Coalition of Higher Education Assistance Organizations (COHEAO). Judith was a member of the National Association of College and University.
Director of Student Accounts, Millersville UniversityAmanda Flurry serves as the Director of Student Accounts at Millersville University of Pennsylvania. She has over ten years of experience in financial analysis, budgeting, accounting and receivables management through serving in various roles in higher education and private industry. Amanda oversees all university billing and collection functions including oversight of receivables. She has introduced significant efficiencies and cost saving measures by implementing paperless solutions for the majority of office functions. She enjoys utilizing data and analytics to inform process improvement. Amanda has earned an MBA from Alvernia University, a post-baccalaureate diploma in accounting from Elizabethtown College and a BA in Psychology from Millersville University.
Bursar, Student Accounting Services, Whitworth University
Darla Freeborn has been the Bursar at Whitworth University in Spokane, Washington, for over 17 years. She holds a Bachelor’s degree in History Education and a Master’s degree in Education Administration.
Darla oversees the operations of the University cashier, student accounts and collections, and the Perkins and Institutional Loan office. She has overseen the development and implementation of a number of electronic and paperless applications. She currently serves on Whitworth’s Educational Review Board, Retention Task Force, Financial Literacy Team, and several other committees. She regularly presents information at on-campus student financial literacy and orientation sessions.
Prior to joining the staff of Whitworth University, Darla was involved in business and industry. She was the staff accountant for a heavy highway construction company and the plant manager in a manufacturing facility.
VP Security Solutions, Bluefin
Eldred is VP, Security Solutions for Bluefin and heads the company’s Latin America and Caribbean region. Eldred brings 20+ years experience in the payments industry through banking, consulting, the major credit card brands, processor, fraud prevention companies, and on the merchant side. Eldred’s focus has been primarily in the credit card industry and more specifically with emerging technologies and fraud prevention.
Director of Student Management Center, University of North Texas
Paul F Goebel MBA, CPFM® is the founding and managing Director of the Student Money Management Center at the University of North Texas. The center has received numerous national and institutional awards of excellence under his leadership. Paul and his team of professionals and student mentors have worked tirelessly to streamline all money management education services under the oversight of one dedicated office serving as a single entry point to eliminate frustrations and confusion among students seeking support, counsel, and advice. Every week the SMMC team is helping Eagles soar. To date, the center has provided more than 1,500 outreach programs and events; 5,680 personal coaching sessions; and 11,903 emergency aid loans. The center has also realized 110,554 contacts with students through its outreach activities and welcomed 167,439 unduplicated visitors to its website. Paul has also been recognized as an educator of the year by two national organizations.
Bursar, University of North Georgia
Jared Goodall has over 10 years’ experience in higher education at the University of North Georgia (UNG) with 6 years in the Business Office. Currently holding the title of Bursar, he has also worked as the Business Office Functional & Technical Specialist, Program Account Specialist, and an International Student Advisor. His focuses are keeping UNG compliant with all regulations for accounts receivable, increasing office efficiencies, building interdepartmental relationships to increase internal and external customer service, and solving account receivable issues in the increasingly changing higher education environment.
Regional Sales Manager, Todd, Bremer & Lawson, Inc
Lori S. Hartung is the Director - Midwest Region for Todd, Bremer & Lawson, Inc., a collection firm that specializes in higher education account receivable management. Her responsibilities include vending the firm’s services to the Midwest region and training educational institutions on regulatory requirements.
In addition to her core responsibilities at Todd, Bremer & Lawson, Inc. Lori is the Firm’s primary representative to the Coalition of Higher Education Assistance Organizations (COHEAO). COHEAO is a partnership of education and commercial members with a shared interest in fostering access to post-secondary education. Lori has been elected as the Vice President on the Board of Directors of COHEAO. This organization maintains a sharp focus on legislative and regulatory advocacy, educational access, and interactive communication for all federally funded student loan programs. In addition to her position on the Board of Directors she is also a member of the Perkins Loan Task Force, Agenda, and Commercial Committees. COHEAO awarded Lori the 2012 Commercial Member of the Year.
Lori is a member of several regional organizations such as the, Wisconsin Association of Student Business Office Personnel and Administrators (WASBOPA), and the Minnesota Collections Network. She currently serves on the Board of both organizations.
Ms. Hartung has been involved in the student Loan industry in various capacities since 1991. Prior to joining Todd, Bremer & Lawson, Inc. she was the Senior Manager of Government and Industry Relations for University Accounting Service (UAS).
Lori is a 1989 graduate of the University of Wisconsin with a bachelor’s degree in political science. She lives in Dousman, Wisconsin with her husband, two (2) dogs, two (2) cats, and 40,000 honey bees.
Sr PCI Compliance Program Manager, Wake Forest Baptist Health
Bio coming soon.
Managing Director, Strategic Treasurer LLC
Craig Jeffery formed Strategic Treasurer LLC in 2004 to provide corporate, educational, and government entities direct access to comprehensive and current assistance with their treasury and financial process needs.
His 20+ years of financial and treasury experience as a practitioner and as a consultant have uniquely qualified him to help organizations craft realistic goals and achieve significant benefits quickly. He is primarily responsible for relationship management and ensuring total client satisfaction on all projects.
Mr. Jeffery was previously a Senior Vice President and Practice Leader for Wachovia Treasury & Financial Consulting from 2000 through 2004. Prior to joining Wachovia, Mr. Jeffery worked with a major regional bank as Vice President and worked in the Information Management, Investment and Treasury Divisions at The Hartford. Mr. Jeffery’s experience in finance, treasury, consulting information technology, and process redesign encompasses numerous industry segments. He has extensive cross- functional project management experience and has aided many organizations on a variety of projects, including strategy formulation, financial transparency and system implementation efforts. His project experience ranges from multi-year, multi- million dollar efforts to rapid assessments.
He is often quoted in, and has written articles for, finance and treasury management publications, such as Treasury & Risk, Financial Executive, Business Finance, and CFP magazines. He is also regularly requested to present both in the U.S. and internationally. He is the author of a book for Treasury, The Strategic Treasurer: A Partnership for Corporate Growth, published July 2009.
Mr. Jeffery graduated from the University of Connecticut with a B.S. in Accounting. He is a permanent Certified Cash Manager and a Fellow of the Life Management Institute with distinction.
COO, Arrow Payments
Bio coming soon.
Assistant Director Money Education Center, Texas A&M University
As Assistant Director of the Money Education (ME) Center, Nick Kilmer oversees student financial education for Texas A&M University. Nick also instructs the Foundations of Money Education Course as an Adjunct Faculty member, and serves as a Board Member and Treasurer for the Texas Association of Collegiate Financial Education Professionals. Nick has earned a BBA in Finance from Texas A&M University and an MBA from the University of Texas at Tyler. He has previously worked as a bank accountant, analyst, investment representative, Short-term Loan coordinator, financial aid manager, and Assistant Director of the Veteran Services Office at Texas A&M University.
Bursar, University of Northern Colorado
Geri Landwehr is the Bursar at the University of Northern Colorado. She has been in higher education for nineteen years, five years as the State Fund Accountant at the University and the last fourteen as the Bursar. Prior to that she worked in the K-12 environment. She has implemented Banner, eBilling, and payment plans at UNC as well as being the first university to waive out of the State of Colorado’s collection system to be able to use outside agencies to collect Perkins and AR accounts.
Director Student Loan Service Center State, University of New York
Maria Livolsi has been with the State University of New York for 28 years, serving as the Director of the Student Loan Service Center for the past 22 years. Prior to joining SUNY, Maria worked as an accountant in both public and private industry. Maria has a Bachelor of Science degree in accounting from Siena College and a Master of Science degree in accounting from the State University of New York at Albany.
Maria oversees several federal financial aid programs for 31 SUNY campuses with annual expenditures in excess of $325 million. The majority of the services provided by the Student Loan Service Center pertain to the $170 million revolving loan funds for the Federal Perkins, Health Professions and Nursing student loan programs, which currently contain more than 75,000 active borrower loans.
Maria is serving her sixth year as president of COHEAO, the Coalition for Higher Education Assistance Organizations, a national association promoting the Federal campus-based loan programs and addressing the most pressing issues in student financial services today.
Assistant Director, Student Loans, Collections & Outreach, Georgia State University
Darrnell Long is the Assistant Director responsible for Student Loans, Collections, and Outreach at Georgia State University. A native of Atlanta, Darrnell is joined GSU in 2014 after spending seven years in the banking sector. Darrnell works daily to offer a soft approach to collections in an already difficult time for students and parents.
Darrnell holds a Bachelor’s degree from Morehouse College, Masters of Accounting and Financial Management degree from Keller Graduate School and a Master of Christian Ministry from Mercer University. In addition to GSU, Darrnell also serverves as Associate Pastor at his home church, Silver Leaf Baptist Church. Darrnell shares his life with his wife Shaleece and their daughter (Princess) Serenity!
Chief Risk Officer, ConServe
As a nationally recognized expert on BCFP (formerly CFPB) regulation, Jim is a leader in navigating the consumer financial risk environment. In fact, he was the key architect in establishing the BCFP's complaint process via their company portal. While consulting with ConServe over the past year, Jim was so impressed with the company's commitment to compliance and regulation adherence that it was a natural progression for him to join the organization on a more permanent basis. In his new role as Chief Risk Officer, he brings proficiency and knowledge of the intelligent business application of complex consumer financial rules and regulations and has broad experience in Research, Markets and Regulations (RMR).
As the previous owner of his own consulting consumer financial company, Jim has profound understanding of compliance management systems. He has extensive professional experience in the consumer financial environment, is a graduate of Minnesota State University and has earned professional certifications from George Washington University and the Wisconsin Bankers Association Graduate Banking School. As a devoted father of 3, he currently divides his time between his home in California and his new opportunity in New York.
David Okerlund grew up in a rural, Midwestern town of Manchester, Iowa where as a young teenager he saved up money- to go on to college by working on the town's garbage route. Till this day he still says that, "It was the best job I have ever had in my entire career. It taught me more about the value of commitment and endurance than one might ever dare to believe."
From there he went on to Hastings College in Nebraska where he became a nationally ranked speech and forensic speaker. After graduation he became a teacher in Iowa where in his first year he was nominated as the Outstanding Young Speech Educator for the state.
After leaving teaching, David became what he affectionately calls a "road toad warrior." He defines that as a salesperson who can drive over 100,000 miles a year and still love selling.
In the late seventies David moved into management as a special assistant to the college president. Shortly after that he became fund development director for a large heart hospital. And then an administrator for a 350 bed trauma center hospital.
In 1983 David's speaking abilities gained national attention when he finished in the final three of the World Championship of Public Speaking; a contest that includes over 20,000 contestants from over 45 different countries.
In 1984 David was an instructor at Oxford University where he taught speech and debate.
In 1987 David decided to pursue a speaking career on a full time basis has developed a reputation as one of the finest speakers in the United States. He is a member of the International Hall of Fame for speakers and has shared the platform with American greats like Bob Hope, Lee Iacocca, Robert Schuller, and others.
He taught a masters degree class in organizational ethics and persuasion at the University of Minnesota.
Director of Student and Departmental Account Services, Northern Arizona University
Jeane Olson is the Director of Student Financial Services for University of North Texas (UNT). UNT is a Tier One Research University located in North Texas that offers 103 bachelor, 86 master’s and 38 doctoral degrees. With 18 years of experience in Higher Education, Jeane’s experience has been in the positions of Bursar or Director of Student Financial Services operations. Her volunteer experience in Higher Ed. includes being a Board Member for 6 years for the MN Collection Network and a Board Member for COHEAO for 8 years, currently in the position of Member-At-Large; Chairing the Student Tuition and Accounts Receivable task force.
Jeane holds a Bachelors of Business Administration from Hamline University, St. Paul, MN.
Executive Director of Bursar Data Operations, Touro College and University System
Miranda Paredez is currently the Executive Director of Bursar Data Operations for the Touro College and University system. She has over 20 years’ experience working in student financial services and management ranging from Financial Aid, to Institutional Loan Management, to Student Accounts. The experience in working in three closely related student financial areas has given Miranda a unique perspective on the impact of processes on fellow colleagues and students. Miranda has implemented electronic refunds, billing, payment plans and paperless technology during her career in Higher Education.
Miranda earned a Bachelor’s and Master’s degree summa cum laude in Business Administration and Management with an emphasis in Accounting.
Patty Presta, AAP
Vice President, Professional Development Events, WesPay
Patty is WesPay’s VP, Professional Development and Events. She is responsible for developing and providing education and training to WesPay’s members through a variety of in-person workshops, teleseminars, and webinars. In addition, Patty serves as a staff advisor to the Education and Marketing Committee. Prior to joining WesPay in July of 2004, Patty was with the New England ACH Association (NEACH) as their Assistant Vice President of Education. Her responsibilities there included developing courses and training the New England financial institutions using a variety of workshops and webinars. Patty also has consulted on industry topics such as origination, risk, and other electronic payment-related issues.
Patty earned her Accredited ACH Professional (AAP) accreditation from NACHA in 2000.
Vice President - Business Development, National Credit Management
Karen is a graduate of Webster University in St. Louis. She has over twenty-four (24) years of higher education experience. Karen started her career as an Admissions Officer for seven years with Missouri College, dealing with all aspects of student services. She has been with National Credit Management servicing colleges and universities for 17 years. In addition to her current duties, Karen is current serving on the Kentucky Association for Student Receivable Officers as the Membership Chair (KASRO) and she is a member of the Coalition of Higher Education Assistance Organization (COHEAO) Board of Directors as the Membership Chair and is a member of the COHEAO Task Force to help preserve the future of the Perkins Loan Program. Also, Karen served as the Co-Chair for the Membership Committee and Director of Associate Members for the Michigan Association for Student Financial Services Administrators (MASFSA), and currently serves on the Conference Committee. She presents at several regional and national conferences specializing in Higher Education Compliance, Identity Theft and represents COHEAO for Legislative and Washington updates. Karen has had the prestige honor to have been awarded the 2009 KASRO Lou Darnell Award, the 2010 & 2015 COHEAO Commercial Member of the Year, and the 2014 CAASLAR Prestige Member Award. Karen has also earned both the CAP and CAP Scholar Certification through COHEAO.
Richard Robitaille, Ed.D.
United States Military Academy at West Point and Program Manager, Link Solutions Inc.
Dr. Richard Robitaille is a 28-year combat veteran of the United States Army, having served in numerous leadership positions in 13 Countries in a long military career, additionally he is a published author and an award-winning college administrator with over two decades of program management and executive level experience in all areas of higher education administration including academic affairs, veterans’ affairs, information technology and governmental affairs. He has been on TV in One on One, Caucus NJ, Push Pause and State of Affairs and currently leads an information technology team at the United States Military Academy at West Point. He strives to focus on team building, turning visions into reality and showing leaders of all levels how they can excel and exceed all expectations by focusing on people and processes. Dr. Robitaille has earned the Combat Infantryman's Badge, Expert Infantryman’s Badge, Airborne Wings, Air Assault Badge and is a member of the Veterans of Foreign Wars, American Legion and Association of the United States Army.
There is still sand from Iraq and Kuwait in a duffle bag in his attic and a piece of the Berlin Wall on his desk. And the memories of hundreds of good people he led in the desert, in sniper's alley in Macedonia and the forests of Germany remain with him.
Manager of Student & Loan Receivables, Harvard University
Jessica Sabourin is the Manager of Student & Loan Receivables at Harvard University. She has been at Harvard since 2016 managing the student accounts customer service team and student loan operations team. Jessica holds a Master’s in Business Administration as well as Certificate in Advanced Graduate Study – Non-Profit Management.
Jessica has over eleven years of experience in higher education – including student accounts, student loans, and fundraising operations. She enjoys spending time with her family, running and spin class!
Director of Financial Literacy, Indiana University
Bio coming soon.
Kendra R. Thomas
Senior Director, Human Resources, Dana-Farber Cancer Institute - Harvard Medical School
Kendra Thomas is the Senior Director, Human Resources at Dana-Farber Cancer Institute-Harvard Medical School. Kendra’s work in diversity and inclusion at Pearson Publishing helped her to focus on the partnering with Pearson’s business leaders to create a dynamic, inclusive workplace the fuels innovation and facilitates Pearson’s mission to help people make measurable progress in their lives through learning. Kendra is responsible for development and implementation of Pearson’s global diversity and inclusion strategy to ensure that Pearson is reflective of its global learner base, that employees are fully included in the work of the business, and that Pearson effectively leverages its diversity to create innovative solutions and services for customers.
Kendra has worked as a diversity and inclusion and human resources practitioner in large, complex organizations across an array of industries, including healthcare, transportation, and government. Kendra is a dynamic public speaker and diversity thought leader, and she has been recognized by the Minority Corporate Counsel Association as a 2016 Rising Star.
Kendra holds a bachelor’s degree in socio-political communications from Missouri State University and a Juris Doctorate from Northeastern University School of Law. Kendra is based in Boston, Massachusetts.
Executive Director for Business Services/Bursar, University of North Georgia
Charlotte Wade currently serves as Executive Director for Business Services at University of North Georgia, with 13 years of experience in higher education. Her areas of specialty include Banner Accounts Receivable, Banner/PeopleSoft Financials reconciliation, University System of Georgia P3 student financial processes, and turning student interactions into teachable moments for student financial literacy. She was a recent presenter at the fourth annual UNG Student Money Management Center - "Investing in a Culture of Financial Literacy" Conference and the interactUSG conference. Charlotte was instrumental in the Banner implementation for the consolidation of the former Gainesville State College and North Georgia College & State University, along with successful transition and implementation of a new student refund program, as well as a consolidated online billing and payment system. Her tag line – “Each One Matters!” reflects Charlotte's heart for students and student success.
She is the 2018-2019 Chair of the Regents Advisory Committee on Student Accounts Receivable (RACAR) for the University System of Georgia, as well as serving as President – Elect for the UNG Chapter of The Honor Society of Phi Kappa Phi. Charlotte also holds membership in Omicron Delta Kappa National Leadership Honor Society – Georgia Southern Chapter, where she is completing a Master’s degree in Higher Education Administration.
CEO, 99 RainMaker
Brad Waldron is a four-time winner of the Vistage International CEO OutPerformer Speaker of the Year and is the author of Present Naked – How to Deliver Any Presentation with Substance and Sizzle!
Brad is a real business all-rounder. His is known for his room filling energy, infectious humour and battle proven insights that deliver immediate real world applications. He provides a unique perspective in that he reigns from a dual exposure to winning – winning in business and winning in the sporting arena.
As a Strategist he provides winning formulas that take individuals and organizations to the next level. He has positively impacted and accelerated the performance of leading global brands such as Microsoft, L’Oreal, Sony, Warner Bros and Diageo.
As a MD and CEO he is a high achiever with a proven track record of delivering outstanding financial results, leading and driving change, transforming customer relationships and creating a high performance culture in teams. His unique blend of strategic commercial thinking and creative practical flair is highly valued by all with whom he works.
As a Trainer and Coach he works with C-Suite leaders to front line sales people across a range of emerging and mature industries to help them identify their most important needs and opportunities and equip them with the skills, strategies and resilience to lead a performing business.
As an Athlete he has competed Nationally and Internationally in three differing sports winning three National Titles and one International Championship.
He is the CEO of 99 RainMaker - dedicated sales growth consultancy and the Chairman of the LVK Group - a brand based business development agency. Previously he was the CEO of Oxygen Learning and Regional Managing Director of the Covey Leadership Centre. His career in the Business Growth industry started in sales working for internationally renowned speaker and author, Anthony Robbins in the USA and UK.
Director of Student Accounts, Georgia State University
Torri Williams has worked in higher education for sixteen years. Her experience ranges from Admissions, Registration, and Orientation at Georgia Southern University where she also earned her Bachelor’s degree in Accounting. In 2009, Torri joined the Student Accounts team at Georgia State University. She is currently the Director of Student Accounts where she oversees daily operations. She has successfully worked with her team to implement several projects and policy improvements related to Fee Assessment, Sponsored Billing, Refunds, Payment Plans and most recently Outreach and Collections. Torri currently serves on several committees at Georgia State to include the Technology Roadmap team, Quality Assurance, and the Risk Assessment taskforce. She believes in leveraging technology to deal with the continuous demands of higher education in order to assist students and parents in managing their finances.
Terri's motto is simple, Have HEART: Hear the Student, Earn their trust, Analyze the situation, Relate to the Student, and Thrive to resolve their concern. She believes this can be accomplished by creating processes that will promote Student Success.
Director, Finance Systems & Services, Gonzaga University
Linda Wilson is the Director of Finance Systems & Services at Gonzaga University in Spokane, WA. In her 14 years at Gonzaga, she has held various positions spanning many areas across the controller’s office including finance and compliance. Linda has been involved in implementation projects for Concur Travel & Expense, Concur Locate, and most recently Concur Invoice. Linda considers herself to be one of Gonzaga Basketball's biggest fan and is a season ticket holder to both Men’s and Women’s Basketball, following the team as much as her schedule allows and was fortunate enough to been able to go to the 2017 NCAA Final Four.