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.
Katherine Beaumont Doss
Dean – Student Success, Palo Alto Community College
Ms. Katherine Beaumont Doss has been fortunate to serve as the Dean of Student Success at Palo Alto College in San Antonio, Texas, where she works collaboratively with student support services such as advising, enrollment, the business office, student financial aid, student life, and advocacy services. She believes in the value of Students First and works diligently to always place students at the heart of what she does and encourages others to do the same. Ms. Doss has also served as the Director of Advising, Director of the Welcome Center, Coordinator for Scholarships and Alumni, and as a Graduation and Transfer Advisor. Prior to her time at Palo Alto College, she served as an Advisor within the Fisher College of Business at The Ohio State University.
Gilberto Becerra, Jr.
Vice President of Student Success- Palo Alto Community College
Mr. Becerra joined Palo Alto College in September 2015 after serving as Dean of Enrollment Management at Del Mar College in Corpus Christi, Texas. He has worked at public, private, two-year and four-year institutions and has over seventeen years of experience in higher education. His portfolio includes an extensive enrollment management background with experience in admissions, recruitment, registrar, assessment, testing, advising and financial aid. At Palo Alto College, Mr. Becerra oversees the Division of Student Success comprised of sixteen different functional units and over 120 full and part-time higher education professionals. Mr. Becerra holds a BA from The University of Texas at Austin and an MBA from Our Lady of the Lake University.
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.
Director of Treasury, Financial Operations, Northwestern University
Rich has been Director of Treasury Operations at Northwestern University since 2009. His responsibilities include the management of liquidity and debt, merchant card acceptance, data security, promotion of electronic commerce and Bursar operations. Before joining Northwestern, Rich held multiple roles at Hewitt Associates within IT and Finance - most recently as Global Treasury Manager during the company’s IPO. He was also a senior consultant in Finance with KPMG in Chicago. Rich is a graduate of Bates College and the University of Illinois. Rich has more recently studied coaching and leadership at the Kellogg School of Management and has been a Certified Treasury Professional since 2005.
Retired Executive Director of University Student Financial Services at the University of Illinois
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 University
Amanda 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.
Manager – AppSec, Pen Testing and Vulnerability Management – Corporate Security Group, Nelnet Campus Commerce
Ben Focht is a Manager of the Cyber Security team at Nelnet who specializes in defensive strategies and tactics. With nearly two decades of experience in Cyber Security and IT, he brings a wealth of experience, including designing and managing a Security Operation Center, and developing the Cyber Security educational program at the Communicate College of Aurora. Ben holds a B.S., Cyber Security and Information Assurance from Western Governors University as well as several industry certifications like CISSP, GCIA, and GWAPT.
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.
Executive Director, Millersville University of Pennsylvania
Dwight Horsey has worked in higher education for over 32 years. He has worked at both public and private institutions in Maryland and Pennsylvania. Dwight started his career in Admissions at the University of Maryland Baltimore County and then moved to Financial Aid and Student Affairs. While at Millersville University, Dwight has worked as Assistant VP for Student Affairs initiating the restructuring of the Orientation and Student Programs offices as well as the start of Veterans Services and customer service and student diversity programs. Additional responsibilities included working with recruitment and retention programs, assisting with student programming and bringing performers to campus for the Cultural Affairs Committee. He is a member of the Pennsylvania State Grant Advisory Board and has served as President of Pa. Association of Student Financial Aid Administrators, a National Association of Student Financial Aid Administrators Peer Review team member, Chair of the Multicultural committee of the Eastern Association of Student Financial Aid Administrators and Regional Representative for the Eastern Region of the College Board. In addition to the aid office duties on campus, he is advisor to the Black Student Union, Mu Sigma Upsilon Sorority and Artists Rocking Together as well as coordinator for Millersville Concerned Men and Millersville Concerned Women student mentoring organizations.
Aristides "Harry" Jimenez
Bexar County Sheriff's Office
Deputy Chief Aristides “Harry” Jimenez serves as the Bexar County District Attorney’s Office Deputy Chief Criminal Investigator for the Special Crimes, Major Crimes and Family Violence Divisions. Previously, Chief Jimenez served as the Bexar County Sheriff’s Office Chief of the Community Readiness and Intelligence Division. The Division is responsible for the Investigative and Intelligence support of the Criminal Gang and Transnational Criminal Organizations Investigations Unit. The Unit is responsible to advance Criminal Intelligence by compiling; analyzing; and disseminating information to anticipate and prevent criminal activity. Additionally, Chief Jimenez was responsible for the Court Security Services Unit, accountable for the safety and security of more than 60 judges and magistrates in six different buildings and more than three million visitors annually.
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.
Senior Account Executive, Cashnet
Pat Kinlough has over 15 years of experience in the payments industry, working with a wide range of organizations to help improve operational efficiency, security, and loss prevention. He began his career owning his own hardware technology distribution business, which ultimately transitioned into delivering payment software platform services. Pat has been with Blackboard/Cashnet Payment Solutions since 2016 assisting colleges and universities with their payment goals.
Senior Research Analyst, Trellis Company
Kasey Klepfer is a Senior Research Analyst for Trellis Research. Kasey earned his Master’s degree in Public Affairs from the LBJ School at the University, and has been working for Trellis Research ever since. Kasey grew up in central Texas and is dedicated to increasing the educational opportunities and attainment of traditionally underserved populations through data-driven policies and best practices. Kasey is the project lead for Trellis’ Student Financial Wellness Survey, a project designed to provide insight into the financial challenges facing students in higher education and how they relate to academic success.
Director, Information Security Services, CampusGuard
Mr. Ko has a breadth and depth of experience in many areas of information technology and security. For over ten years, he worked in several roles within information technology and security with The Pennsylvania State University. His many years of experience within higher education’s unique campus environments have given him a well-rounded understanding of technology, the issues it can resolve, as well as the issues it can create. With CampusGuard, Mr. Ko directs their security advisors and penetration testers. He also performs web application vulnerability scanning and computer and network penetration testing along with configuring and hardening a variety of operating systems and hardware platforms.
Associate Director, Student Financial Services, Northeastern University
Susan Kolls has enjoyed a career at Northeastern University in Boston for almost 30 years, most spent as an academic advisor. In 2011 Susan became Associate Director, Student Account Services, a position that allows her to bring advising theory into the Student Financial Services realm.
The National Academic Advising Association is an important part of Susan’s professional life. She is especially proud of her service as a member of the Board of Directors, 2009 – 2012. Susan has presented over 100 times at National and Regional conferences, winning three Best of Region Awards. In 2015, Susan again represented Region 1, as Best of Region, at the Annual Conference in Las Vegas, NV. There she also participated, with other chapter authors, at a book signing for the Academic Advisors Handbook, 2nd Addition, which was published October, 2015, by Jossey-Bass.
Susan is also a member of several organizations related to her role in Student Financial Services, and presents at several financial aid conferences each year, as well as at numerous colleges and universities. She has also been asked to present on behalf of organizations such as the Massachusetts Education Financing Association (MEFA), and at conferences held by the Eastern Association of Student Financial Aid Administrators (EASFAA), the Massachusetts Bursars Association, and the Massachusetts Association of Student Financial Aid Administrators (MASFAA). Susan is currently co-chair of the 2018 and 2019 MASFAA Conferences.
Susan lives 30 miles north of Boston, a commute of an hour and a half, each way (traffic permitting). There she spends time at soccer games, writing, painting pottery, and walking through cemeteries.
Principal, CZYK & Associates
Mark has over forty years of management experience spanning two centuries in banking, corporate and municipal finance, treasury operations and human resources. Mark is the principal and owner of his own firm, CZYK & Associates. Through his company, Mark provides a unique insight into the workings of treasury operations, change management strategies, ACH applications, and financial/ treasury management strategies to clients and audiences around the country. Through numerous writings, lectures, seminars and speaking engagements, Mark brings a unique, insightful and, many times, humorous perspective to a number of issues facing corporate America today.
Mark is a CTP (Certified Treasury Professional), has twice served on the Board of Directors of the Association for Financial Professionals (AFP), and has served for 21 years as a faculty member for the Graduate School of Banking at LSU in Baton Rouge. He is actively sought as an entertaining and informative conference keynote speaker. Currently he serves as the Director of Finance for the city of Hermiston, Oregon.
Mark received both his undergraduate degree and MBA in Finance from Oklahoma State University in Stillwater, Oklahoma.
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.
IT Security Analyst Senior, PCIP, University of Central Florida
Bio coming soon.
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.
Director of Accounting, Western Michigan University
Jeff Long is the Director of Accounting for Western Michigan University responsible for Payroll and Disbursements, Accounts Receivable, Cashiering and Financial Accounting. A lifelong resident of Kalamazoo Jeff graduated from Western Michigan University with a Bachelors in Accountancy and then came back to Western in 2005 after spending 16 years in Public Accounting. Jeff has been in his current position for six years and has enjoyed his role on many committees including the PCI Committee.
Jeff has been and continues to participate on local Boards for a number of non-profits including those in the arts, education and his church.
Associate Director for Student Financial Services, Morehouse College
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 the Consumer Financial Protection Bureau (CFPB) regulation, Jim is a leader in navigating the consumer financial risk environment. In fact, he was the key architect in establishing the CFPB'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.
Senior Manager of Product Strategy, Touchnet
A graduate of the University of Missouri in Columbia, John has been working in the electronic payments industry for more than 25 years, the last 16 of which with TouchNet. John has held several roles while at TouchNet, including Product Management, Business Development, Sales, and is currently the Senior Manager of Product Strategy. John continues his quest for industry knowledge by regularly attending industry conferences, including: NACUBO, AFP, NACHA Payments, ETA (Electronic Transaction Association), the Treasury Institute Symposium and PCI workshop, and of course PDG's Bursars, Student Loans and PCard Conferences. John has attended and presented at hundreds of conferences and seminars over the past 15+ years.
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!
Palo Alto Community College
Mr. Edward Sanchez joined Palo Alto College in June of 2018 as the Assistant Bursar for the Business Office. Mr. Sanchez and his team oversee student billing and payments, manages other system of charges for the Alamo Colleges to include collections and refunding. He has worked at both two year and four year institutions, starting at Texas A&M San Antonio as the Collections Manager. Mr. Sanchez has a BBA from Texas A&M University San Antonio in Business Administration and is currently working on his MBA at Texas A&M University San Antonio.
Director of Financial Literacy, Indiana University
Bio coming soon.
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.