Florida Association of Bursars and
Student Accounting Administrators
15th Annual Conference
Platinum Sponsor
William & Fudge
300 Chatham Ave.
PO Box 11590
Rock Hill, SC 29731
800-849-9791 – Phone
803-329-0797 - Fax
www.wfcorp.com
Williams & Fudge was founded in 1986 and is a family owned business with the purpose of serving the higher education
community. We aid colleges and universities in the recovery of education-related receivables. Specific debt types include
Perkins Loans (Cohort management), tuition, campus-based institutional loans, Health Profession Student Loans,
Nursing Student Loans, private education (alternative) loans, and other receivables such as parking, room, board, and
library fines. We also assist with Early Intervention programs to prevent students from reaching collections status.
From our single office in Rock Hill, SC, Williams & Fudge collects from students located all over the United States and in
many foreign countries. This one-office concept promotes excellent communications between our clients and our account
representatives. This also ensures the supervision and education needed to attain the best possible collections.
Representative(s)
Phone
Email
Dave Wilber, Assoc VP of Sales
803-329-9791
[email protected]
Florida Association of Bursars and
Student Accounting Administrators
15th Annual Conference
Gold Sponsor
ConServe
200 CrossKeys Office
Park Fairport, NY 14450
www.conserve-arm.com
ConServe is a top performing accounts receivable management company with the numbers to prove it. Our innovative
recovery solutions, the result of leveraging performance data analytics with state-of-the-art technology, enable us to
develop win-win scenarios for our Clients and their consumers. Our passion for ethics, compliance and Client satisfaction
is The ConServe Advantage(r). For more information, please visit our website at www.conserve-arm.com.
Representative(s)
Phone
Email
Ed Nolan, Regional Director of Business Development
800-724-7500
[email protected]
Monica Holly, Marketing Coordinator
800-724-7500
[email protected]
Florida Association of Bursars and
Student Accounting Administrators
15th Annual Conference
Silver Sponsor
Todd, Bremer & Lawson, Inc.
P.O. Box 36788
Rock Hill, South Carolina 29732-0512
http://www.tbandl.com
Todd, Bremer & Lawson has offered its unique approach to educational collections since 1974. At that time, J. Harold
"Hal" Todd saw a need for a special kind of collection service for institutions of higher learning. He felt the word
"service" included not only collecting money but also advising deserving borrowers of the proper steps to take in filing
the various deferments and cancellations; routinely updating information; and providing management skills necessary
to assist institutions of higher learning in the administration of their programs. To achieve this, Todd, Bremer &
Lawson was formed not only to specialize, but to work exclusively, in the servicing of educational accounts.
Today, we are still convinced that our approach to educational collections is the most effective means available in
assisting educational clients with their collection program. Our approach has led more than fourteen hundred (1400)
different loan programs to leave the "mainstream" of collections for a more distinctive effort on behalf of their
institutions. Our experience has expanded by servicing many other private educational loan programs.
Representative(s)
Phone
Email
Rachelle Melloch, Sales Manager
904-616-5509
[email protected]
Florida Association of Bursars and
Student Accounting Administrators
15th Annual Conference
Bronze Sponsor
Coast Professional
214 Expo Circle, Suite 7
West Monroe, LA 71294
http://coastprofessional.com
Coast Professional, Inc. (Coast) has built a legacy of success in higher education over the last 40 years. Coast provides
collection services to over 200 colleges and universities, guaranty agencies, and government entities, and is consistently a
number one contractor for the Department of Education. Coast works closely with clients to increase recoveries by assisting
consumers in resolving their financial obligations. Our excellent reputation is exemplified by outstanding recoveries,
superior service, and dedication to treating consumers in a professional, respectful manner.
Representative(s)
Phone
Email
Pat Berning, Regional Account Executive
318-355-2691
[email protected]
Rechelle Brown, Client Relations Manager
318-307-3810
[email protected]
Florida Association of Bursars and
Student Accounting Administrators
15th Annual Conference
Bronze Sponsor
Tuition Management Systems (TMS)
1457 Secretariat Drive
Helena, AL 35080
http://tuitionmangementsystems.com
For over 25 years, the Tuition Management Systems’ (TMS) mission has remained steadfast - to help families afford
education and schools prosper. Today, more than 700 schools use our Proven Path™ to get their bills paid by millions of
students and families. We offer a process that ensures a quality experience and financial fit for students trying to
managing the cost of education.
Our products and services include student account presentment, billing, payment portals- both tuition and non-tuition
related, monthly payment plans, refund disbursements, and merchant services. These solutions, integrated with your
student information system, deliver the resources and expertise needed to generate cost savings and workload reduction
for schools, while increasing the service provided to students and families. Education Payment Advisors are ready to help
students make informed decisions at every milestone in the payment continuum with our unbiased BorrowSmart
Affordability Planning and Counseling TM.
TMS delivers any or all parts of a seamless education payment process to your institution.
Representative(s)
Phone
Email
Buddy Costa, Business Development Manager
205-620-5015
[email protected]
FABSAA Executive Board 2016-2017
Name/Title
Institution
Email
Derek McKinney
President
University of South Florida
[email protected]
Broward College
[email protected]
Caleb Cornelius
Immediate Past President
Jenna Schueler
Palm Beach Atlantic University
Vice President of Education
And Conferences
Philomene Dorlus
Vice President of
Memberships
Gilman Page
Vice President of
Communication
And Technology
Jill Hernandez
Treasurer
Jana Kazmierczak
Secretary
[email protected]
University of Central Florida
[email protected]
Florida State University
[email protected]
Florida Polytechnic University
[email protected]
Florida Gateway College
[email protected]
Merle Isgett
Windham Professionals
Commercial Representative
Ed Nolan
ConServe
Commercial Representative
[email protected]
[email protected]
Derek Blauer
Board Member at Large
Florida State University
Amy Williams
Board Member at Large
Florida State College at Jacksonville [email protected]
[email protected]
Florida Association of Bursars and
Student Accounting Administrators
15th Annual Conference
FABSAA Bylaws
The Executive Board should be made up of thirteen positions consisting of the President, Vice President of Education and
Conferences, Vice President of Membership, Vice President of Communications and Technology, Secretary, Treasurer, PresidentElect, Previous Past President, two Commercial Representatives, and three or four Board Members-at-large depending on if the
President-Elect position is occupied or not. The President, Vice President of Communications and Technology, Vice President of
Education and Conferences, and Treasurer will maintain their position for a two year term. The Vice President of Membership,
Secretary, and Board Members-at-Large will maintain their position for a one year term. Commercial Representatives will
maintain their positions for two year terms, beginning in alternate years, so a new Commercial Representative begins his/her
term each year. President-Elect will maintain the position for a one year term prior to presidency. Any previous president may
elect to stay on the board as a past president for up to five years in an advisory capacity and shall maintain their voting status for
two years.
Membership of the organization will be comprised of PRIMARY members, INDIVIDUAL members, ASSOCIATE members and
COMMERCIAL Members. A PRIMARY member is defined as a post-secondary institution operating in the state of Florida. An
INDIVIDUAL member is defined as a person who is currently employed or retired from a postsecondary institution operating in
the state of Florida. An ASSOCIATE member is defined as a post-secondary institution operating outside the state of Florida. A
COMMERCIAL member is defined as a business or organization that regularly performs services which support post-secondary
institutions in the state of Florida. The Vice President of Membership will review all membership applications to determine the
type of membership and will forward a recommendation to the Executive Board. The Executive Board will approve all
membership applications. Annual membership of the organization will be effective from July 1 until June 30.
All elected positions of the Executive Board must be PRIMARY members of the Association. PRIMARY members will hold an
annual election once a year to elect officers of the Executive Board to a one or two year term. The election should coincide with
the Annual conference and may be conducted in person or electronically at the discretion of the Executive Board.
Under no circumstances will a membership list be sold to a nonmember or distributed to other organizations without the consent
of the association’s membership and Executive Board.
The annual membership amount due for a PRIMARY member is indicated on the Membership Application. For voting purposes, a
PRIMARY member in good standing is allowed one vote. A PRIMARY member may identify as many as two representatives to act
as the point of contact to be notified of sponsored functions and activities.
The annual membership amount due for an ASSOCIATE member is indicated on the Membership Application. An ASSOCIATE
member may identify as many as two representatives to act as the point of contact to be notified of sponsored functions and
activities. An ASSOCIATE member has no voting privileges.
The annual membership amount due for an INDIVIDUAL Membership is indicated on the Membership Application. INDIVIDUAL
members will be notified of sponsored functions and activities. An INDIVIDUAL member has no voting privileges.
The annual membership amount due for a COMMERCIAL member is indicated on the Membership Application. COMMERCIAL
members may identify as many as two representatives to be notified of sponsored functions and activities. A COMMERCIAL
member has no voting privileges.
If an elected Executive Board member needs to be replaced before the end of the term, the remaining Executive Board members
will recommend a replacement and the President will appoint. In the event that the President must be replaced before the end of
the term, the President-Elect will assume the position.
Bylaws may be amended by a majority vote of Primary members voting. Amendments may be submitted by the Executive Board
or by petition of the members. Voting may be conducted either in person or electronically at the discretion of the Executive
Board.
Approved 4/2016
2017 FABSAA Annual Conference
Clearwater Beach, Florida
April 19 - 21, 2017
2017 FABSAA Conference Agenda
Wednesday, April 19th
11:00 a.m. – 5:00 p.m.
8:30 a.m. – 11:30 a.m.
Registration Desk & Exhibit Hall Open
General Session A (Siesta Key)
Pre-Conference Workshop: Bursar Basics
Speakers: D’Andrea Cotton, Jill Hernandez, Jenna Schueler
11:30 a.m. – 1:00 p.m.
Lunch (Belleair/Redington)
12:30 p.m. – 1:00 p.m.
Belleair/Redington
Annual Business Meeting & Opening Remarks from
FABSAA President Derek McKinney
1:00 p.m. – 2:00 p.m.
General Session B (Belleair/Redington)
The 3D Blueprint for Thriving Through Change
Keynote Address by Rene Godefroy
2:00 p.m. – 2:15 p.m.
Refreshment Break (Exhibit Foyer) Sponsored by Coast Professional
2:15 p.m. – 3:15 p.m.
General Session C (Belleair/Redington)
3:25 p.m. – 4:25 p.m.
4:25 p.m. – 4:45 p.m.
4:45 p.m. – 5:45 p.m.
5:50 p.m. – 7:00 p.m.
Preventing Identify Theft
Speaker: Ash Cash
Concurrent Session D (Longboat Key 1/2)
Concurrent Session E (Madeira/Indian Shores)
VA
Speaker: Marty McLoughlin
Navigating the Regs
Speaker: Gilman Page
Hotel Check-In Break
Concurrent Session F (Longboat Key 1/2)
Concurrent Session G (Madeira/Indian Shores)
Creating a Positive Culture that Produces
Positive Results
Speaker: Dr. Craig Domeck
Be the Bridge (Not the Troll Underneath It):
Enhancing the Student Experience
Speaker: Jenna Schueler
Poolside Welcome Reception Sponsored by ConServe
An opportunity to meet colleagues, eat, drink, and win gift baskets!
Thursday, April 20th
7:30 a.m. – 5:00 p.m.
Exhibit Hall Open
7:30 a.m. – 8:30 a.m.
Breakfast (Belleair/Redington) Sponsored by Todd, Bremer, & Lawson
8:00 a.m. – 8:30 a.m.
8:30 a.m. – 9:30 a.m.
Daily Briefing from FABSAA President Derek McKinney (Belleair/Redington)
Concurrent Session H (Longboat
Key 1/2)
Internal Collections
Speaker: Lisa Wasson &
Excel Mercado
9:40 a.m. – 10:40 am
Concurrent Session I (Madeira/Indian Shores)
Stress Less, Achieve More: Secrets to Mastering Work/Life
Balance
Speaker: Lorrenza Vandiver
Concurrent Session J (Longboat
Key 1/2)
Concurrent Session K (Madeira/Indian Shores)
Preparing for Audit
Speakers: Iris Elijah & Joseph Maleszewski
Auditing Your
Collections Agency
Speaker: Dominic Queirolo
10:40 am – 11:00 am
11:00 am – 12:00 pm
Refreshment Break (Exhibit Foyer) Sponsored by Tuition Management Systems
Concurrent Session L (Longboat
Key 1/2)
Navigating the Regs
Speaker: Gilman Page
Noon – 1:30 p.m.
Lunch – Watercolours Restaurant
1:30 p.m. – 2:30 p.m.
General Session N (Belleair/Redington)
Fraud Prevention
Speaker: Rob Clark, Jr.
2:30 p.m. – 3:00 p.m.
Refreshment Break (Exhibit Foyer)
3:00 p.m. – 4:45 p.m.
5:00 p.m. – 9:00 p.m.
Concurrent Session M (Madeira/Indian Shores)
What Your Financial Aid Office Wishes You Knew
Speaker: Jorge Lopez
General Session O (Belleair/Redington)
Embracing Diversity in your Communications
Speaker: Dr. Tonjua Williams
Join us in the Exhibit Foyer for cocktail hour, followed by
Presidential Dinner (Sand Key Ballroom)
CASINO NIGHT! Come to the FABSAA Casino to play
Black Jack, Texas Hold ‘Em, Roulette, Craps, and Slots
Friday, April 21st
7:30 a.m. - Noon
Exhibit Hall Open
7:30 a.m. – 8:30 a.m.
Breakfast (Belleair/Redington)
8:00 a.m. – 8:30 a.m.
Daily Briefing from FABSAA President Derek McKinney (Belleair/Redington)
8:30 am – 10:00 a.m.
Concurrent Session P
(Longboat Key 1/2)
Public Universities &
Colleges
Roundtable
Discussions
Concurrent Session Q
(Siesta Key)
Private Universities
Roundtable Discussions
Facilitator: Jenna Schueler
Facilitator: Philomene
Dorlus
10:00 am – 10:30 am
10:30 am – 11:30 am
Refreshment Break (Exhibit Foyer) & Hotel Checkout
General Session S (Belleair/Redington)
Washington Update
Speaker: Bryan Dickson
Concurrent Session R
(Madeira/Indian Shores)
Community & State
Colleges
Roundtable
Discussions
Facilitator: Jana
Kazmierczak
2017 FABSAA Annual Conference
Clearwater Beach, Florida
April 19 - 21, 2017
Keynote Address
The 3D Blueprint for Thriving
Through Change
Presenter Information
Rene Godefroy
Rene Godefroy empowers employees and entrepreneurs all over North America to embrace change and do more with less.
His story is proof that success is NOT about resources. It’s about being resourceful and creative. It’s about the conviction to
charge ahead in spite of the challenges and critics.
Born in dismal and deplorable poverty in a tiny Haitian village Haiti, Rene is a testimony that No Condition is Permanent.
He knows firsthand what it takes to rise from the ashes and begin a new cycle. He tells us that mind is the only leverage we
have to lift ourselves above our tough situations.
Nine months after his birth, his mother left him behind in the village. She bravely ventured to the city – Port-au-Prince.
She was hoping to find a better way to break the cycle of misery and poverty. Right after she left, several deadly diseases
pounded Rene and vowed to end his existence.
Many of the people in the village wrote him off. They predicted he would not survive. Some teased and ridiculed him. They
called him “kokobay” – a Creole word that means crippled.
During daylight, he would spend his days on the dirt floor fanning flies off his face. At night, he would shoo away the
mosquitoes. Those were the dark nights of his soul. However, they are what endow him with the internal fortitude and the
certainty to keep pressing on.
Now, Rene urges his audiences never to cower and walk away from their challenges. He empowers them to access their
personal power to face whatever comes their way with internal fortitude. He tells his listeners, “You can thrive through
this change. You already know how to solve all your problems. The solutions are within you. Stay with it.”
2017 FABSAA Annual Conference
Clearwater Beach, Florida
April 19 - 21, 2017
Ash Cash (Preventing Identity
Theft)
Presenter Information
Ash Exantus
Ash Exantus (Ash Cash) has established himself as a thought leader and trusted voice with corporate America, colleges,
churches, and community-based organizations. Through his message of fiscal responsibility, entrepreneurship, and wealth
empowerment, he has become a regular speaker at national conferences across the country. Ash has been featured on
popular, national media outlets such as CNN, The New York Times, WSJ, American Banker, CNBC, TheStreet.com, Black
Enterprise, Essence Magazine, Ebony, BET, Pix11 Morning News, and countless others. Ash is currently the Director of
Financial Education and Senior Financial Empowerment Coach at BankMobile. He is the host of his own radio show titled
The Ash Cash Show, which airs every Sunday at 1pm on WHCR 90.3FM NY with a current reach of 2.2 million listeners.
Veteran Affairs
Presenter Information
Marty McLoughlin
Marty McLoughlin is a veteran of the United States Marine Corps. He serves on the board for the Florida Associate of
Veteran Specialist (FAVES) and is the current Director of Military and Veteran Student Services with Embry-Riddle
Aeronautical University-Worldwide.
2017 FABSAA Annual Conference
Clearwater Beach, Florida
April 19 - 21, 2017
Creating a Positive Culture that Produces
Positive Results
Presenter Information
Dr. Craig Domeck
Dr. Craig Domeck is dean of the MacArthur School of Leadership and associate professor of leadership at Palm Beach
Atlantic University. He also is the founder and principal of 3-D Leadership, a consulting enterprise focusing on leadership
development, strategic planning and coaching. For four years, Dr. Domeck served as the director of full-time MBA
programs and admissions for the Crummer Graduate School of Business at Rollins College in Winter Park, Florida. Prior
to employment at Rollins, he spent 25 years with Cru (formerly known as Campus Crusade for Christ), an international
Christian organization headquartered in Orlando, Florida. Dr. Domeck says that his greatest “claim to fame” is being
married to his wife, Jenni, for over 485 months; they have four terrific children and two grandchildren.
.
Be the Bridge, Not the Troll Underneath It: Enhancing the
Student Experience
Presenter Information
Jenna Schueler
Jenna Schueler has worked in higher education student financial services for 13 years at institutions in both Florida and Ohio.
She is currently the Student Accounts Administrator at Palm Beach Atlantic University in West Palm Beach. In addition,
Jenna has served on the Executive Board of the FABSAA since 2012. Deeply passionate about seeing people thrive at work,
Jenna is also a Certified Professional Coach and owns her own career coaching practice, Live Your Passion Coaching. She
specializes in finding the right job fit and leadership development. Jenna holds an M.S. in Leadership from Palm Beach
Atlantic University and is currently pursuing a Ph.D. in Industrial/Organizational Psychology from Capella University.
2017 FABSAA Annual Conference
Clearwater Beach, Florida
April 19 - 21, 2017
Internal Collections
Presenters Information
Lisa Wasson
Excel Mercado
Lisa Wasson has worked at Florida Gulf Coast University’s Bursar Office for 19 years, the last 2 years as the Accounts
Receivable Manager. She has overall responsibility for internal collections and management of student accounts. Over
the last 15 years, Lisa has presented various workshops and orientation sessions on student financial services, and the
importance of financial literacy to students and parents. Lisa earned a B.S. in Business Administration from the
University of South Florida. She has been an active member of FABSAA since 2003.
Stress Less, Achieve More:
Secrets to Mastering Work/Life
Balance
Presenter Information
Lorrenza Vandiver
She leads, she teaches, and she motivates! Yes, she’s a triple threat. As a Success & Personal/Professional Development
Coach, Motivational Speaker and Leadership Trainer, Lorrenza Vandiver is committed to helping women achieve their full
potential. Lorrenza founded Motivated Woman, LLC, a personal & professional development consulting company dedicated
to the development of leadership and confidence among budding women leaders. Lorrenza holds an M.B.A with a
concentration in Leadership, from Franklin University, a B.A. in Communications and an ICF Accredited Life Coaching
Certificate from the Life Coach Institute of Orange County. For the past 10 years, Lorrenza has led retention and student
engagement efforts at a variety of colleges and universities. She also holds the position of Assistant Director of Student
Affairs at Nova Southeastern University. In this role, Lorrenza manages all aspects of student development at NSU,
including programming, student/professional development, and enhancing student life.
2017 FABSAA Annual Conference
Clearwater Beach, Florida
April 19 - 21, 2017
Auditing Your Collection Agency
Presenter Information
Dominic Queirolo
As the Associate Vice President of Operations, Dominic is responsible for the day-to-day functions of the operations
department. Dominic brings more than 17 years’ experience in the Student Loan Collections Industry. As the previous Director
of Staff Development at ConServe, Dominic designed and implemented a multitude of training programs for our existing staff
and new hires. Prior to joining ConServe, Dominic worked as the Assistance Vice President of Schools Financial Credit Union;
as the Senior Trainer at EDFUND; and as the Senior Production Manager at Diversified Collections Services. Dominic is a
frequent presenter at our ConServe University® seminars. Dominic holds various Leadership Training Certifications.
Dominic holds a Bachelor's degree in Management and has various Leadership Training Certifications.
Preparing for Audit
Presenters Information
Iris Elijah
Joseph (Joe) Maleszewski
Iris A. Elijah serves as the Assistant General Counsel of the State University System of Florida Board of Governors since
2015. Previously, Ms. Elijah served as the Assistant General Counsel at Florida A&M University in Tallahassee, Florida, and
Junior Associate General Counsel at Florida International University in Miami, Florida. Ms. Elijah is a graduate of Florida
International University College of Law and the University of South Florida. Ms. Elijah is an active member of several legal
and civic organizations including the Tallahassee Alumnae Chapter of Delta Sigma Theta Sorority, Inc., Florida Association
of Women Lawyers, and several Florida Bar committees.  Most recently, Ms. Elijah was recognized as an Outstanding Young
Alumna by the University of South Florida Alumni Association, a Golden A.C.E., by the Tallahassee Network of Young
Professionals, and Community Engagement Awardee by the Tallahassee Women Lawyers Association. 
2017 FABSAA Annual Conference
Clearwater Beach, Florida
April 19 - 21, 2017
Joe Maleszewski received an MBA from the Florida State University School of
Business. He serves the Board of Governors and the State University System of Florida
as their Inspector General and Director of Compliance. Joe has over 25 years’ service
in State of Florida government, serving primarily in Offices of Inspector General. He is
a Certified Internal Auditor (CIA), Certified Information Systems Auditor (CISA),
Certified Inspector General (CIG), Certified Inspector General Investigator (CIGI),
Certified Inspector General Auditor (CIGA), Certified Government Auditing
Professional (CGAP) and Certified Compliance and Ethics Professional (CCEP).
Joe and his wife Tracey reside in Tallahassee, Florida. In his personal life he prides
himself on being a devoted husband and father of four, active Scouter, third degree
black belt in TaeKwonDo, and a proficient woodworker and handyman.
Among other professional associations, Joe is an active member of the Institute of Internal Auditors (IIA), Information
Systems Audit and Control Association (ISACA), Association of Government Accountants (AGA), Association of Inspectors
General and Association of Certified Fraud Examiners (ACFE).
Navigating the Regs
Presenter Information
Gilman Page
Gil Page serves as the Program Director of Student Business Services at Florida State University where he oversees the
student financial system, tuition calculation, student tax, privacy and security, and reporting. Gil has been with Florida
State University since 2007 in a number of capacities, serving as coordinator of refunds and financial aid disbursements,
student financial systems analyst, and assistant controller prior to his current role. He has spent a large portion of his
career designing and launching the MyFSU student system, and supporting that system after implementation. He is a
graduate of Florida State University, where he earned a Bachelor of Arts in writing and a Master of Science in Higher
Education Administration and Policy. His years working on all aspects of the student financial lifecycle, as well as his
background in higher education policy, has provided Gil with enough regulatory research to fill a book.
What Your Financial Aid Office Wishes You Knew
Presenter Information
Jorge Lopez
Director, Financial Aid
Florida Gulf Coast
University
2017 FABSAA Annual Conference
Clearwater Beach, Florida
April 19 - 21, 2017
Fraud Prevention
Presenter Information
Rob Clark, Jr.
Rob Clark is a nationally recognized industry expert in higher education compliance and internal audit, his field for over 28
years.  He has served as the Chief Compliance Officer and Chief Audit Executive at Clark Atlanta University since 2010. Priorto
that he has served as the head of internal audit and compliance at Georgia Tech, the University of Nebraska, and in audit
and compliance leadership at Massachusetts Institute of Technology. 
He has held leadership positions as President of the Association of College and University Auditors and President of the
Institute of Internal Auditors - Atlanta Chapter.  He has served as a teaching faculty member of the IIA, the College
Business Management Institute, and has been a highly sought after keynote speaker, humorist and presenter for ACUA,
The IIA, NACUBO, EDUCAUSE, The Chronicle of Higher Education, Office of Inspectors General, SACUBO, and many
others. 
 
He holds professional designations as a Certified Internal Auditor, Certified Information Systems Auditor, Certified
Compliance and Ethics Professional, and Certified Business Manager. He is a member of the National Speakers
Association – GA, and has performed stand-up comedy at the Punchline Comedy Club, Atlanta.
Embracing Diversity in Your Communications
Presenter Information
Dr. Tonjua Williams
Tonjua Williams has nearly 30 years of higher education experience and serves as the Senior Vice President of Student
Services at St. Petersburg College. Tonjua is a recognized nationally as an expert in student development and leading
initiatives resulting in organizational transformation. Her most recent work included, new student onboarding, staff
development and empowerment.
She holds a PhD from Barry University in Higher Education Administration with a specialization in Educational
Leadership. She has participated in several leadership programs: State of Florida Chancellor’s Leadership Program,
Leadership St. Petersburg, and Leadership Tampa Bay. Currently, she is a member of the inaugural class of the 2016-17
Aspen Presidential Fellowship. She is a local, state, and national presenter and currently serves as a Faculty Resident for
the American Association of Community Colleges (AACC) Pathways Institute.
2017 FABSAA Annual Conference
Clearwater Beach, Florida
April 19 - 21, 2017
Washington Update
Presenter Information
Bryan Dickson
Bryan Dickson is the senior policy analyst for the National Association of College and University Business Officers. As part
of NACUBO’s federal affairs team, Dickson meets with agency, Congressional, and committee staff to advocate on behalf of
the association, to provide feedback on emerging regulatory and legislative issues impacting business officers, and to
request formal guidance on provisions affecting members. His portfolio of issues includes student financial services,
federal education funding, grants management, copyright concerns, and service member and veteran education benefits.
In addition, he is a staff liaison to NACUBO’s Student Financial Services Council, working on behalf of the NACUBO
membership to assist bursars and student accounts staff on a national level. Prior to joining NACUBO in 2007, Dickson
was a marketing associate in the Legal and Compliance practice at CEB, Inc., a best practice insight and technology
company in Washington. He holds a bachelor’s degree from Edinboro University of Pennsylvania.
2017 FABSAA Annual Conference
Clearwater Beach, Florida
April 19 - 21, 2017
Roundtable Breakout by Institutional Category:
Public, Private, or Community (State) Colleges. This is your opportunity to discuss common issues
with fellow colleagues such as 1098-T conversions, federal and state statutes, payment, collection
practices, disbursement policies, etc.
Facilitators:
Public Universities & Colleges
Longboat Key 1/2: Philomene Dorlus, University of Central Florida
Private & For-Profit Universities & Colleges
Siesta Key: Jenna Schueler, Palm Beach Atlantic University
Community & State Colleges
Madeira/Indian Shores: Jana Kazmierczak, Florida Gateway College
List Your Questions/Comments for discussion:
2017 FABSAA Annual Conference
Clearwater Beach, Florida
April 19 - 21, 2017
2017 Exhibitors
2017 FABSAA Annual Conference
Clearwater Beach, Florida
April 19 - 21, 2017
Account Control Technology
21700 Oxnard St Suite 1400
Woodland Hills, CA 91367
http://accountcontrol.com/
Account Control Technology, Inc. (ACT) specializes in debt management and collection solutions
for student loans and campus-based receivables. Since 1990, ACT has been a recognized leader in
the educational debt collection community with extensive experience serving our nation’s colleges
and universities, state guaranty agencies, and the U.S. Department of Education. Nation-wide
licensing enables ACT to service clients and account holders in every state and time zone from our
four U.S. locations: Canoga Park, California; Bakersfield, California; San Angelo, Texas; and Mason,
Ohio. ACT works hard to earn the trust and respect of every client, account holder, and employee.
We provide outstanding service and— most importantly—exhaustive, ethical collection efforts. We
apply our best efforts and resources every step of the way to exceed performance and service
expectations.
Representative(s)
Phone
Michael Matkowsky, Regional Account Executive 866-473-2434
Email
[email protected]
AR Resources, Inc.
433 Plaza Real, Suite 275
Boca Raton, FL 33432
AR Resources is a full service debt collection company that specializes in the higher educational
market. We are currently providing services to over 80 higher education institutions with the
collection of tuition, Perkins Loans, institutional loans, and other miscellaneous accounts. We are
dedicated to assuring that all of our clients will receive the maximum effort from our staff, and in
return, will be receiving consistently high recovery rates. AR Resources is also committed to
providing our client with the best services possible.
Representative(s)
Phone
Email
Michael Kieffer, Director of Business
Development
561-962-4143
[email protected]
Bank Mobile
115 Munson Street
New Haven, CT 06511
BankMobile Disbursements provides BankMobile Refund Management®, an industry-leading
service that processes and disburses financial aid credit balances to students on behalf of college
and university administrations and offers an optional checking account for students. Born from an
innovative system that transformed this critical campus process over the span of more than 17
years, the revitalized BankMobile service optimizes costs for higher ed administrations and
provides a great experience for students that is designed with consumer safeguards in mind.
Link to our website: http://bankmobiledisbursements.com/
Representative(s)
Jack DeBaar, Vice President, Sales
Rob Makowski, Sr. Director, Relationship Mgmt.
Phone
203-776-7776
Email
[email protected]
2017 FABSAA Annual Conference
Clearwater Beach, Florida
April 19 - 21, 2017
Cedar Financial
5230 Las Virgenes Ste 200
Calabasas, CA 91302
Since 1991, Cedar Financial has been providing world-class debt management solutions for
national and international clients. We specialize in recovering outstanding international
and domestic debts quickly and efficiently while at all times providing the highest levels of
customer service. Our expertise in debt recovery, receivables management, skip tracing, asset
searches, collections litigation and credit information is unmatched in the industry.
We are continuously striving to deliver exemplary performance and outstanding customer service.
Relationship-driven, we communicate with your customers in a manner that is respectful,
supportive and constructive. Our goal is to successfully negotiate and resolve disputes in a
professional manner, thus enabling you to maintain positive relationships with your customers. We
combine state-of-the-art technology with a highly selective recruiting process and ongoing
education programs to ensure that every connection we make is positive.
Our alliance with the world-renowned TCM Group, enables us to offer comprehensive debt recovery
and credit management services in more than 100 countries.
Our international debt collection activities are managed through our proven network of
international debt collectors who live in the debtor's country and are well versed in local culture,
language, and market conditions. This expertise gives us a true advantage in international debt
recovery.
Representative(s)
Ray Kopitsch
Phone
Phone
Email
[email protected]
EOS
300 Canal Blvd., Suite 130
Rochester, NY 14623
http://www.eos-usa.com
EOS USA is a single–source solution partner for responsive student care and receivables
management. We understand the challenges of managing student account portfolios while
providing services to the current student population. EOS USA’s unique staffing configurations and
strong compliance culture enable us to offer innovative, technology-based solutions that exceed
expectations.
Representative(s)
Phone
Robert Sedia, Director of Business Development 585-732-1443
Email
[email protected]
Flywire
141 Tremont St. 10th Floor
Boston, MA 02111
www.flywire.com
Flywire, formerly peerTransfer, is the leading provider of global payment solutions for the
education industry, providing processing, tracking and reconciliation services for over 800
educational institutions worldwide. Students benefit from lower fees, a convenient online
experience and 24x7 support. Institutions benefit with a free, streamlined process for reconciling
payments.
2017 FABSAA Annual Conference
Clearwater Beach, Florida
April 19 - 21, 2017
General Revenue Corporation
4660 Duke Drive, Suite 300
Mason, OH 45040
Representative(s)
Phone
Email
Sharon Butler, EVP, Global Sales
Jennifer Heter, Regional Sales Manager
617-329-4524
617-342-7513
[email protected]
[email protected]
With more than 30 years of experience, General Revenue Corporation (GRC) specializes in the
collection of delinquent student receivables. As an industry leader, we provide focused debt
collection services that maximize recoveries for our clients, while maintaining the highest standards
of integrity and customer relations. Our mission aligns with our clients’ expectations: providing
superior collection services at a fair price. We base our workflows on proven collection strategies
designed to achieve optimal debt resolution for our clients’ complete portfolios. Please stop by the
GRC booth, or for more information, contact John Schwarm at (847) 829-4453.
Representative(s)
Phone
Email
Brian Hill, President
John Schwarm, Director of Sales
513-605-7512
847-829-4453
[email protected]
[email protected]
Key 2 Recovery, Inc.
8894 Beckett Road
West Chester, OH 45069
www.Key2recovery.com
Key 2 Recovery, Inc. was incorporated in 2009 with the purpose of providing the best customer
service and most reliable debt collection services exclusively to educational institutions. We
currently serve 226 colleges and universities in 40 states and are located in West Chester, Ohio near
Cincinnati. In August of 2016 INC. Magazine named Key 2 Recovery the fastest growing collection
agency in America.
Key 2 has been a proud member of the American Collectors Association (ACA) and are members of
the Coalition of Higher Education Assistance Organizations (COHEAO).
Additionally, Key is a member of the following associations: Kentucky Association of Student
Receivable Officers, Ohio Bursars Association, Minnesota Collection Network, the Florida
Association of Bursars & Student Assistance Administrators, the Alabama College & University
Business Officers, the Alabama Banner Users Group, the Michigan Association of Student Financial
Service Administrators, Texas BUC$, the Community College Business Officers, New York State
Organization of Bursars and Business Administrators, Regional Proprietary Colleges & Schools, the
Association of Chiropractic Colleges, the Association of Proprietary Colleges & Universities, and our
CEO serves as the President of the Ohio Receivables Management Association.
Representative(s)
Aaron Petrusch, Director, Business Development
Phone
513-602-5857
Email
[email protected]
Nelnet Business Solutions
P.O. Box 82528
Lincoln, NE 68501
www.campuscommerce.com
Nelnet Business Solutions (NBS) is committed to delivering superior technology and innovative
business tools that improve services and reduce costs for higher education. This goal is
accomplished by providing a suite of campus commerce solutions including eBilling and ePayment,
actively managed tuition payment plans, cashiering, commerce management, refunds, and more.
2017 FABSAA Annual Conference
Clearwater Beach, Florida
April 19 - 21, 2017
NBS works with over 700 educational institutions and approximately two million students and
families each year helping them achieve goals. For more information, visit
www.campuscommerce.com.
Representative(s)
Brian Barry, Regional Vice
President
Phone
866-315-1263
Email
[email protected]
Penn Credit Corporation
916 South 14th Street
Harrisburg, PA 17104
http://www.penncredit.com
Penn Credit Corporation has been providing successful debt collection solutions for over 25 years
and has developed the staff, training, technology, safeguard procedures, and requisite knowledge to
perform securely and ethically as a collection vendor. Penn credit diligently pursues all accounts
placed for collection with the highest efficiently and is capable of collecting a wide range of higher
education delinquencies (Tuition, Loans, Parking fines etc.) Call 800-800-DEBT for additional
information.
Representative(s)
Phillip Mennell
Phone
800-800-3328
Email
[email protected]
Reliant Capital Solutions
750 Cross Pointe Road, Suite G
Gahanna, Ohio 43230
http://reliantcapitalsolutions.com/
Reliant Capital Solutions, LLC was built with the vision of creating the nation’s leading provider of
higher education collection services that provides an exemplary customer service experience for its
clients while providing knowledgeable, professional, and compliant collection services to the
student debtor. This unique approach has produced exceptional results for the colleges and
universities throughout the United States that partner with Reliant.
Reliant is a full service Accounts Receivable Management company that specialized in the campusbased higher education industry. Reliant is a 100% woman-owned and woman-controlled small
business certified by the National Women Business Owners Corporation. Reliant’s true success is
best measured in the value and priority the company places in satisfying its clients’ needs while
maintaining professional, ethical, and legal conduct toward the student debtor.
Reliant’s dedicated staff takes pride in delivering an unparalleled level of service rarely seen in the
industry. Our “personal” approach to client relationships is what sets Reliant apart from others.
Simply stated, “Service is Reliant.” Reliant believes that performance is essential, but service is why
Reliant has 99.9 percent (99.9%) client retention.
The success of Reliant is not only demonstrated by the customer service it provides but also in its
experience, knowledge, and compliance throughout the collection process. Recovery Specialists at
Reliant have an average of seven years of experience in third party, higher education debt
collections. Some staff members have over 25 years of experience in the collection industry, while
others come to Reliant from years of working directly in university/college student financial
services.
2017 FABSAA Annual Conference
Clearwater Beach, Florida
April 19 - 21, 2017
Representative(s)
Christy Egler, Regional Sales Manager
Phone
614-940-7959
Email
[email protected]
Schuerger Law Firm
81 South Fifth St., Suite 400
Columbus, OH 43215
The trust repeatedly placed on us by our clients is built on the firm’s continued investments in
hiring, training, staff development and meeting compliance requirements.
We take the best of new and relevant opportunities and integrate them into our operation to remain
at the forefront of performance in higher education accounts receivable management.
We are committed to promoting and protecting our client’s reputation for accountability and highly
ethical collection practices.
Representative(s)
Phone
Email
Sara Giuliani, Regional Sales Manager
614-674-6850
[email protected]
TouchNet + Heartland
15520 College Blvd.
Lenexa, KS 66219
http://www.touchnet.com
TouchNet is a pioneer in delivering innovative financial technology to institutions of higher
education. Since 1989, colleges and universities have relied on our commerce solutions to unify and
secure campus-wide payments and related business transactions. We help these institutions save
time and money by giving them greater control over transactions and costs, easier compliance,
improved operational efficiencies, and self-service access to real-time information.
Representative(s)
Phone
Email
Brian Smith, Regional Sales Manager
913-599-6699
[email protected]
Windham Professionals
380 Main Street
Salam, NH 03079
http://www.windhampros.com
Windham provides compliance-driven, customer-centric collections and revenue lifecycle
management solutions. Since1982, we’ve helped schools create effective 1st and 3rd party recovery
programs focused on positive student interaction through education, mediation and consultation.
We also offer a suite of customizable, affordable support services for schools and business offices of
every size.
Representative(s)
Phone
Email
Merle Isgett, Regional Director, Education
954-646-3239
[email protected]
2017 FABSAA Annual Conference
Clearwater Beach, Florida
April 19 - 21, 2017
Kingston Asset Management Services, Inc.
4987 North University Drive, Suite 22A
Lauderhill, FL 33351
BAD DEBT PROBLEM? WE CAN HELP! Kinston Asset Management Services and education
collection specialists based in Florida. We are members of the Florida Collectors Association, ACA
International- the Association of Credit and Collection Professionals.
Our Professional and effective collectors, with over fifteen years’ experience in the collection
industry, are dedicated to collecting on commercial and consumer debts.
Bad debt write-offs cost colleges and universities millions of dollars every year and negatively affect
your profit. Kingston Asset Management, the choice for delinquent accounts recovery, can help!
Representative(s)
Phone
Email
Christopher Johnson,
954-626-0802
[email protected]
2017 FABSAA Annual Conference
Clearwater Beach, Florida
April 19 - 21, 2017
SAVE THE DATE!
16th Annual FABSAA
Conference
April 25 - April 27, 2018
Hilton Daytona Beach
Oceanfront Resort
Daytona Beach, FL