2018 Student Loans Speakers
Martie Adler - Indiana University
Laurie Beets* - Oklahoma State University
Christina Cardinale* - Manhattan College
Jim Garrant* - Flywire
Lori Hartung - Todd, Bremer & Lawson, Inc.
Jan Hnilica* - Wheaton College
Dr. Karen Jacobson - High-Performance Strategist
James Jones - Reliant Capital Solutions, LLC
Susan Kolls - Northeastern University
Maria Livolsi - SUNY
Darrnell Long* - Georgia State University
Francis Maddox* - Univeristy of Maryland University College
Jenna Petefish - Ball State University
Patricia Raines* - Virginia State University
Jessica Sabourin* - Harvard University
Cathy Santamarina, MBA* - Mercer University
Robert Schuerger - Schuerger Law Firm
Vincent A Simonelli* - Boston University
Torri Williams* - Georgia State University
*indicates advisory committee member
Keynote: Dr. Karen Jacobson
Israeli Military Commander. Doctor. Champion Ballroom Dancer. What these have in common isn’t the what, it’s the WHO. Dr. Karen Jacobson integrates her diverse background into her personal brand as a Keynote Speaker into corporate events, state and national conferences, including team training.
With more than 30 years of training experience, Dr. Karen mesmerizes audiences with her high-caliber presentation-style while relating her ground-breaking framework regarding communication in the face of adversity and arduous military training then later becoming an award-winning Ballroom dancer.
As an expert in communication, Dr. Karen Jacobson is the creator of the “High-Performance Triad” a trademark-pending effective strategy for creating YOUR highest edge. Your audience will leave energized and armed with an arsenal of new skill sets and tools to provide lasting transformation.
Associate Director, Talent & Organizational Development, Indiana University
Martie Adler joined Indiana University, Organizational Development as an OD consultant in January 2011. Martie has spent over 35 years in higher education administration and academia, and has focused her professional career in the areas of organizational development, leadership, professional development, and change management. As the owner of her own consulting firm, Martie has also provided consulting services to clients globally for twenty years, and is a certified professional coach.
President & CEO, Professional Development Group II, Inc.
Jason is President and CEO of Professional Development Group located in Bloomington, Indiana. Mr. Beard graduated from Indiana University in 1994 with a BS in Marketing from the Kelly Business School. He also graduated with a Minor in Spanish and still enjoys using his Spanish.
Mr. Beard started at PDG in 1996 as the General Manager. He managed all aspects of PDG’s largest annual events including: hotel contract negotiations, web site development, sales, brochure design and production, registration management, on-site logistical support, and event presentations and facilitation. Jason became the Vice President in 2000 and facilitated the development of the association and event management departments of PDG. In 2004, Jason purchased PDG and oversees all aspects of event management, staffing, sales, web production, literature production, event logistics, finances, and administration.
Bursar & Director of Debt Management/Student Loans, 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.
Regional Sales 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. 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 the 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, Michigan Association of Student Financial Services Administrators (MASFSA), Wisconsin Association of Student Business Office Personnel and Administrators (WASBOPA), and the Minnesota Collections Network. She currently serves on the Board of all three 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 degree in Political Science. She lives in Dousman, Wisconsin with her husband and three (3) children, two (2) dogs, two (2) cats, and 40,000 honey bees.
Student Financial Services Manager, Wheaton College
Jan Hnilica graduated in 1997 from Calvin College with a B.S in Psychology. She has worked at Wheaton College since 2000 in various roles; Librarian, Financial Aid Counselor, Financial Services Manager, and currently Student Financial Services Manager. Jan manages all billing and collections for the Student Financial Services office. Notably she served on the COHEAO Board of Directors from 2013-2017 and remains as an active member on Perkins grassroots committee. Jan has spoken at several conferences on a variety of topics: COHEAO, PDG, and Minnesota Collections Network. Jan has been married for 12 years and has 2 kids, Caleb 7 and Kaylee 6.
James D. Jones
Executive VP of Sales & Marketing, Reliant Capital Solutions, LLC
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.
Associate Director of Student Accounts Services, Northeastern University
Bio coming soon.
President of COHEAO and Director of SUNY Student Loan Service Center
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 and a Masters of Accounting and Financial Management degree from Keller Graduate School. Currently Darrnell is completing his seminary degree, Master of Divinity at Mercer University. Darrnell shares his life with his wife Shaleece and their new addition to the family baby Serenity.
Tax Manager, Ball State University
Jenna Petefish is the Tax Manager, University Tax Compliance for Ball State University. A role she began in 2012. Prior to her time at Ball State, Jenna worked in public accounting with both PricewaterhouseCoopers and Deloitte Tax focusing on numerous higher education institutions’ tax compliance needs. Jenna has a Masters of Taxation from the University of Denver and loves all things having to do with taxation. In her role at Ball State she works closely with their fantastic Bursar and other University offices including Financial Aid, Payroll and Accounts Payable. She acts as the “one-stop shop” for all things related to taxes for the university, a role she loves.
Collections Supervisor, Virginia State University
Bio coming soon.
Manager of Student & Loan Receivables, 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.
Cathy Santamarina, MBA
Director of Student Loans, Mercer University
Cathy Santamarina has served as the Director of Student Loans at Mercer University since 2006. She drafted Mercer University’s Red Flag Identity Theft Policy and is responsible for the implementation of the Student Statement of Financial Responsibility. She has an in depth knowledge of student loans and expertise in managing student loan collectors. She earned her Bachelor’s Degree in Accounting from MGSC in 2006 and her MBA from Mercer University in 2011. She is a Bibb County foster parent and enjoys spending time with her husband and 4 children.
President, Schuerger Law Firm
Mr. Schuerger is the founder and lead attorney for the Law Offices of Robert A. Schuerger Co., LPA, one of Ohio’s top performing Collections Law Firms that has a nationwide presence. His 9 plus years of experience in debt collection includes working for government and private clients, including public and private universities, U.S. Departments of Education and Justice and the State of Ohio. His collection experience includes handling a variety of matters in addition to student debt including 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 graduated from The Ohio State University and received his law degree from Capital University.
Vincent A. Simonelli
Director of Student Loans and Collections, Boston University
Vincent Simonelli is the Director of Student Loans and Collections at Boston University and as such is required to establish departmental goals and create and implement all collection and compliance procedures for both departments. He has been there, “on a temporary basis” for the last 38 years, serving in a variety of roles, all involved in some form of Receivables management. He continues to work while waiting for that big break as he writes the next great American novel.
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.
Executive Vice President, Harvest Strategy Group
Bio coming soon.