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Laurie Beets

Bursar/Director of Student Loans & Debt Management, Oklahoma State University

Laurie 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.

 

Carinna Butters

Assistant Bursar, The Ohio State University

Bio coming soon.

 

Charmaine Daniels

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.

 

Darla Freeborn

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.

 

Laurie Hartung

Regional Sales Manager, Todd, Bremer & Lawson, Inc.

Lori S. Hartung is the Director - Midwest Region for Todd, Bremer & Lawson, Inc. a third-party collection agency that specializes in higher education account receivable management. Her responsibilities include managing the Firm's client in the Midwest region and training the community 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). Lori has been elected as COHEAO's President assuming her role in early 2019. COHEAO 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 Loan Task Force, Agenda, and Commercial Committees. COHEAO awarded Ms. Hartung the 2012 & 2018 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. Before 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 degree in Political Science. She lives in Dousman, Wisconsin with her husband, two (2) dogs, two (2) cats, and 40,000 honey bees.

 

James Jones

Executive VP of Sales & Marketing, Reliant Capital Solutions

After nearly 20 years in the hospitality industry, including owning a Bed & Breakfast, James began his career in the collections industry with Higher Education more than 30 years ago. Currently he is the Executive VP of Sales & Marketing for Reliant Capital Solutions where he has successfully partnered with nearly 200 institutions. James co-founded HEARO more than 10 years ago, as well as co-founding ECHEAO just over 2 years ago (both of which he is still an active committee member of). He is the creator of the Perkins Forum, partnering with ECSI, in presenting a couple of dozen workshops across the country discussing Perkins from birth to grave. He also served on the PacWest SFS steering committee for 2 terms and is now one of the first commercial partners to serve on the Massachusetts Bursar Association steering committee. James also enjoys being married, his 4 adult children and 4 grandchildren, and running mountain trails and on the beach.

 

Geri Landwehr

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.

 

Maria Livolsi

Director of Student Loan Service Center, State University of New York

Maria Livolsi has been with the State University of New York for 29 years, serving as the Director of the Student Loan Service Center for the past 23 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 $160 million revolving loan funds for the Federal Perkins, Health Professions and Nursing student loan programs, which currently contain more than 61,000 active borrower loans.

Maria just completed 6 years serving as president of COHEAO, the Coalition of Higher Education Assistance Organizations, and is now serving as past president. COHEAO is a national association addressing many of the challenging areas within student financial services including the federal campus-based loan programs, financial literacy/wellness, institutional loan programs and legislative and regulatory advocacy.

 

Darrnell Long

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!

 

Necia Martins

Associate Registrar, Student Finance & Client Services, Wilfrid Laurier University

Bio coming soon.

 

Jim McCarthy

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.

 

Bob Perrin

President, Williams and Fudge

Bob Perrin, CEO, has been with Williams and Fudge since 1993. Prior to being promoted in October 2014 to CEO, he served since 2005 as President of Williams and Fudge.

Since 1980 Bob has been directly involved in the operations of Student Loan Management He began his career in Higher Education at the University of South Carolina where he managed fourteen Federal loan programs at the University of South Carolina’s nine campuses for eleven years.

As a past president of COHEAO (Coalition Of Higher Education Assistance Organization) Bob currently serves on the board as the Legislative Co-Chair with a focus on regulatory issues, and Chairs the working groups of Consumer Financial Protection Bureau (CFPB), and Telephone Consumer Protection Act (TCPA). He has been involved on the national scene along with many other members of the Education Community to work with Congress and the Department of Education to preserve the Federal Perkins Loan Program. Those efforts include meeting with Congressional members and their staff as well as providing testimony on behalf of COHEAO and the industry during Congressional hearings. Bob has spoken at numerous national conferences on topics relating to higher education issues currently faced by loan administrations.

Bob is also involved on the national scene with industry leaders in an effort to modernize the Telephone Communication Practice Act (TCPA), and has done recent presentations on the Future of Financial Aid, TCPA, Smart Phone Applications, Electronic Payments, Web Usage For Collection Agencies, as well as presented updates on Washington Regulatory and Legislatives issues.
David has been employed at Williams and Fudge full time since August of 2000, previous to that spending time as an account representative. After spending six years in the sales and marketing area, David moved inside to become a part of the executive management team and help with all facets of the company. These include, but are not limited to finance, compliance, human resources, technology, client services, and overseeing projects related to the growth of the organization.

 

Karen Reddick

Vice President, Business Development, National Credit Management

Karen is a graduate of Webster University in St. Louis.  She has over 24 years of higher education experience.  Karen began her career as an Admissions Officer for seven years with Missouri College, working with all aspects of student services.  She has been with National Credit Management, servicing colleges and universities, for 18 years.  In addition to her current duties, Karen currently serves on the Board of Directors for COHEAO (Coalition of Higher Education Assistance Organizations) as the Internal Operations Chair and a member of the COHEAO Task Force to help preserve the future of the Perkins Loan Program. 

Karen is a co-founder of the Michigan Association for Student Financial Services Administrators (MASFSA) and served as both Membership Committee Chair and Director of Associate Members.  She has held positions on the Kentucky Association for Student Receivable Officers (KASRO) Board of Directors as the Membership and Professional Development Chair.  She has recently been appointment as the Agenda Chair for the New York State Organization of Bursars and Business Administrators (NYSOBBA) Conference Committee planning this year’s agenda. Karen presents at several regional and national industry conferences on topics such as, Compliance in Higher Education, Identity Theft and represents COHEAO with Legislative and Washington updates. 

Karen has been recognized by several organizations for her passion and dedication as evident in her receiving the KASRO Lou Darnell Award in 2009, the COHEAO Commercial Member of the Year Award in 2010 & 2015 and the CAASLAR Prestige Member Award in 2014.  Karen has also earned both the CAP and CAP Scholar Certification through COHEAO.

 

John Rome

Deputy Chief Information Officer, Arizona State University

John Rome is the Deputy Chief Information Officer and a 20+ year employee of Arizona State University. His career started at ASU in the University Technology Office (UTO) and he has worked closely with a variety of departments including: Data Administration, Institutional Research, the President's Office, Budget Department, and the Provost Office.

John has led ASU's Data Administration, UTO's Business Intelligence (BI), UTO's Application Development and ERP Systems (PeopleSoft), and UTO's Academic Technologies. John is a pioneer of data warehousing/BI in higher education, building ASU's first Data Warehouse around 1992. He also introduced dashboards to ASU in 2006. John has coached higher education institutions and industry on best practices, including the strategic importance of Bl. He is frequently asked to speak on the topic of analytics.

Mr. Rome has focused the last six years on dashboards/design/academic analytics and big data. As part of his role in UTO, John focuses his attention on architecting IT Service Management (ITSM) solutions based on the IT Infrastructure Library (ITIL) best practice framework. Most recently, John headed the project to bring the ASU helpdesk back in-house as a keystone of its Sun Devil Service Culture.

 

Jessica Sabourin

Director of Student Aid & Financial Literacy, Worcester Polytechnic Institute

Jessica Sabourin is the Director of Student Aid & Financial Literacy at WPI located in Central Massachusetts. Prior to that, she was at Harvard University 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 twelve years of experience in higher education – including student accounts, student loans, collections, financial aid and fundraising operations. She enjoys spending time with her family, running and the beach.

 

Robert Schuerger

Founder and Lead Attorney, Schuerger Law

Mr. Schuerger is the founder and lead attorney for the Law Offices of Robert A. Schuerger Co., LPA, a top performing Collections Law Firm with a nationwide presence. His 10 plus years of experience in debt collection includes large and small government and private clients, including public and private universities, the State of Ohio and U.S. Departments of Education and Justice. His collection experience includes handling a variety of matters including student debt, tax, medical and general receivables. Robert Schuerger is invested in ensuring the success of his staff and the firm through an emphasis on customer service, performance and accountability.

In addition to his collection and litigation experience, he has spent extensive time in International Business, Government Relations and Business Development. He frequently is a speaker on topics including collection law and best practices. He graduated from The Ohio State University and received his law degree from Capital University and is licensed to practice law in the State of Ohio.


Julie Selander

Director, One Stop Student Services & University Veterans Services, University of Minnesota

Dr. Julie Selander has worked in higher education administration and finance for over 30 years and her experience includes a variety of leadership positions in student services and service operations. Julie has worked at the University of Minnesota for 19 years and has served as the Director of One Stop Student Services Office and University Veterans Services for the past eight years. Julie assisted in the creation of the “One Stop” model, providing seamless and integrated student services in the areas of enrollment, registration, financial aid, billing, academic records, and veteran services. She has been pivotal in expanding and enhancing student services in the areas of financial wellness, diversity and inclusion, retention, and student degree progress outreach.

Julie presents frequently on various topics related to higher education student services and has written several articles for publication, including a chapter for NACUBO’s Student Centered Financial Services: Innovations That Succeed. She is a founding board member and has served as the President for the Institute for Student Services Professionals (ISSP) for the past nine years.

Julie has consulted with a wide variety of public and private colleges and universities around the country, including some from around the globe (Sweden, Australia, China, Japan, Canada, and England), on topics of “one stop” student services and customer service. Creating a “one stop” model of integrated services is Julie’s subject matter expertise and she has provided reassuring guidance and advice to all levels of staff and leadership for hundreds of inquiring institutions who want to seamlessly transition to this model of service delivery, improve student satisfaction, and enhance student success.

She has her bachelor’s, master’s and PhD degrees from the University of Minnesota. Her PhD is in Organizational Leadership, Policy, and Development with an emphasis in Higher Education. Julie has also served as a part-time instructor for several years at the University of Minnesota and has taught Strategic Customer Relationship Management and Customer Service Training.


Vincent Simonelli

Director Student Loans and Collections, Boston University

Vinny has been employed by Boston University for over 38 years in a variety of positions, currently as Director of Student Loans & Collections. Over the years, he has been actively involved with all Loan-related compliance and audit issues, the implementation of BU’s collection philosophy and the continued enhancement of the “in-person” Exit program. He has designed and presents Financial Literacy seminars and has served as a member of the Board for the University Credit Union.

On the lighter side, Vinny has completed four mystery novels (written not read) and is hopelessly stuck in the middle of a fifth.

 

Brad Waldron

CEO, 99RainMaker

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.

 

Scott F. Walterbach

Partner, Bessine Walterbach, LLP

Scott Walterbach is a Partner at the Kansas City, MO law firm where he’s worked for almost 10 years with 3 other attorneys and about a dozen staff members. His practice is focused primarily on high-volume collections and creditors’ rights throughout Missouri and Kansas. A portion of the practice is dedicated to collection of student accounts and student loans, which have unique characteristics as compared to other types of debt. Scott is a regular presenter at the Kansas Association of Student Financial Aid Administrators (KASFAA) on topics such as bankruptcy, statutes of limitation, FDCPA, civil procedure, etc.

Scott holds a B.A. in journalism from Truman State University in 2003, a Master's in Public Administration from University of Missouri – Kansas City in 2006, and a J.D. from Indiana University School of Law in 2007. He is the past president of Missouri Collector’s Association, Missouri Creditors Bar, and Kansas Creditor Attorney Association, as well as a proud Rotarian. Scott lives in Kansas City with his wife Katie, and their four awesome kids, Nash (6), Bo (4), Judd (almost 3), and Hannah (1). In his spare time…well with that many kids there is none. Scott would provide more details, but someone’s crying and he had to run…