2018 Bursars Speakers
ADVISORY COMMITTEE & FACULTY
Jason Beard* - Professional Development Group II, Inc.
Laurie Beets* - Oklahoma State University
Betsy Burton-Strunk - BankMobile Disbursements
Cheryl Cooper - TMS
Charmaine Daniels* - Morehouse College
Brenna Dixon - Oklahoma State University
Dr. Robert Dixon - Oklahoma State University
Renae Doyle* - Indiana Wesleyan University
Daniel Durazo - Allianz Worldwide Partners
Bill Edmunds - Gentlemen’s C Higher Ed Consulting
Kim Elliott - Indiana Wesleyan University
Karim R. Ellis - Motivational Speaker
John Fees - NextGen Insurance/Grad Guard
Keith Fitzsimmons - University of Kansas Medical Center
Judith Flink - OnPlanU
Amanda Flurry* - Millersville University of Pennsylvania
Darla Freeborn* - Whitworth University
Dr. Robert Harpool - Higher Education Administration Consultant
Lori Hartung - Todd, Bremer & Lawson, Inc.
Jan Hnilica* - Wheaton College
Craig Jeffery - Strategic Treasurer
James Jones - Reliant Capital Solutions, LLC
David King - OnPlanU
Geri Landwehr* - University of Northern Colorado
Darrnell Long - Georgia State University*
John McElroy - TouchNet
Bruce McGee* - Miami University
Tom Metcalf - FlyWire
Miranda Paredez* - Touro College and University
Richard Robitaille - United States Military Academy at West Point
Jessica Sabourin* - Harvard University
Matt Schaefer - Indiana University
Torri Williams* - Georgia State University
Dee Wilson* - Portland Community College
Michael Wilson - TouchNet
* denotes advisory group
Keynote Speaker Karim Ellis
Karim R. Ellis is a Dynamic Motivational Speaker with 10 years of experience in the field of speaking, training, and coaching. Karim takes pride in developing both leaders and champions. His sole desire is to create an atmosphere of greatness in the lives of the people he connects with on a daily basis. He is also an active member of both the National Speakers Association and Past President with Toastmasters International.
As a certified member of the John Maxwell Team, he has spoken and taught Leadership and Team Building principles to a multitude of companies and organizations like General Electric, Anthem, Kroger’s, The United States Postal Service, The Dept. of Defense DFAS, SHRM and many more.
All successful organizations understand that effective leadership is at the heart of every business and The John Maxwell Team prides itself on Leadership Creation and Development. As a Leadership trainer, Karim has several engaging group programs specifically designed to help take your Leaders to the Next Level.
When Karim delivers a message, he absolutely makes sure that the room “gets it”. If you are looking for a fun, engaging, entertaining, and inspiring motivational speaker that will leave your group amazed...Karim R. Ellis is definitely it!
Are You Making the Right Connections?
Karim R. Ellis speaks at the Project Management Instititute
Associate Vice President for Student Financial Services, 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.
Manager of Business Processes, Oklahoma State University
Brenna Dixon currently serves as the Manager of Business Processes at Oklahoma State University. She spent the first half of her career in public and private accounting. At OSU, Brenna has worked in several areas including fiscal and administrative compliance where she was responsible for the University’s fraud deterrence and detection program. Brenna has a Bachelor’s degree from Georgia College and State University and an MBA from Oklahoma Christian University. She is a Certified Public Accountant, a Certified Fraud Examiner, a Certified Internal Control Auditor, and is Certified in Financial Forensics.
Dr. Robert Dixon
Director of Grants and Contracts Financial Administration, Oklahoma State University
Robert Dixon is the Director of Grants and Contracts Financial Administration at Oklahoma State University, and has served in various administrative capacities at Oklahoma State University and Mercer University. A member of the University of Kentucky’s CMBI faculty, Bob has also presented various topics at state, regional, and national workshops and conferences for several organizations as well as served in various positions with regional and national organizations including a term as President of the Southern Association of College and University Business Officers (SACUBO). He has participated as an U.S. Department of Education trainer for Blue Book, Reauthorization, and Compliance. Bob received National Association of College and University Business Officer’s 2007 “Professional Development Award.”
He holds degrees from Andrew College, Georgia College & State University, Mercer University, and a doctorate from Oklahoma State University.
Director of Billing, Indiana Wesleyan University
Renae Doyle currently serves as the Director of Billing for Student Account Services at Indiana Wesleyan University – National & Global. Renae began her experience in higher education in 2009 as a student account representative for National & Global students. Since 2011, she has held various management positions within the same office. Renae completed her Bachelor’s degree in General Studies at IWU in 2008 and earned her MBA specializing in Accounting at IWU in 2015.
Director of Customer Service and Collections, Indiana Wesleyan University
Kim Elliott currently serves as the Director of Customer Service and Collections at Indiana Wesleyan University. She has over 30 years of experience in public and private accounting. She is a Certified Public Accountant. Kim worked at a not-for-profit for over 20 years where she was responsible for several areas including fiscal and administrative compliance. At Indiana Wesleyan University, Kim is oversees the Customer Service and In-House (Care) Teams.
Bursar, 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.
Dr. Robert Harpool
Higher Education Administration Consultant
Dr. Robert Harpool became actively involved in distributed ledger technology in 2011 while employed as an administrator and faculty member at King Fahd University in Dhahran, Saudi Arabia. What initially began as a quest for low-cost, expeditious, international remittance led to the creation of numerous cryptocurrency investment groups and his advocacy of DL technology through multiple Internet mediums. Dr. Harpool holds a doctorate in educational administration specializing in higher education leadership from Indiana State University. He has served in various capacities at universities in the U.S., Australia, Saudi Arabia, Spain, and Qatar. His most recent academic work focuses on the impact of passive and active DL adoption as it pertains credit card and ACH payment systems. However, Dr. Harpool interests include every use case of DL technology on campus, including asset management, event ticketing, credential issuance, etc.
Regional Manager, Todd, Bremer & Lawson, Inc.
Lori S. Hartung is the Regional Manager for Todd, Bremer & Lawson, Inc., a collection firm that specializes in assisting colleges and universities with the recovery of accounts receivable and student loans. Her responsibilities include vending the firm’s services to the Midwest region and training educational institutions on the campus based loan programs.
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. This organization maintains a sharp focus on legislative and regulatory advocacy, educational access, and interactive communication for all federally funded student loan programs. Lori has been elected as the Treasurer on the Board of Directors of COHEAO. In addition to her position on the Board of Directors she is also the a member of the Perkins Loan Task Force, Agenda Chair, and the Commercial Committee. In addition, COHEAO awarded Lori the 2012 Commercial Member of the Year.
Lori is a member of several regional organizations such as the Kansas Association of Financial Aid Administrator (KASFAA), Michigan Association of Student Financial Services Administrators (MASFSA), Kentucky Association of Student Receivables Officers (KASRO), and the Minnesota Collections Network. She is currently serving her third term on the Minnesota Collection Network’s Conference Planning Committee.
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.
Manager of Student Loan Operations, Harvard University
Jessica Sabourin joined Harvard University in May of 2016 as the Manager of Student Loan Operations. In July 2017, she was promoted to Manager of Student & Loan Receivables. Presently she provides daily operational management, leadership and strategic planning for a team of 12 staff comprised of the Student Loan Department and the Student Account Customer Service Team under the umbrella of Student Financial Services.
Jessica has over thirteen years of experience between higher education administration and corporate financial services - ten years specifically in higher education including nine years of progressive management experience. Ten years of sales experience within the real estate industry.
Prior to her arrival at Harvard University, Jessica was most recently with Babson College overseeing their gift processing and data management operations in the advancement services department within the fundraising group of the College. She also spent a combined eight years at two Central Massachusetts institutions in the student financial services departments.
Jessica holds her bachelors of science from the University of Massachusetts-Amherst as well as her Master’s in Business Administration and Certificate in Advanced Graduate study (Non-Profit Management) from Anna Maria College and Clark University respectively. She is also involved in the Massachusetts Bursar Association Steering Committee, MASFAA Financial Wellness Committee and is the treasurer of House Corporation for the Theta Mu Chapter of Chi Omega Sorority at Worcester Polytechnic Institute.
Bursar and Treasury Manager, Portland Community College
Dee Wilson has served as the bursar and treasury manager at Portland Community College since 1994. During her tenure with the college, she has played a pivotal role in the successful implementation of multiple system and policy improvements related to efficacy, student success and financial preparedness. Dee has been a presenter at multiple national and regional conferences. She possesses a strong record of dedication to her work and successful project implementation. Dee is particularly interested in streamlining processes, creating transparency, and building partnerships to promote student retention and financial success. Prior to her work in higher education, Dee was an Associate Vice President at a large regional bank.