
BF25: Collections
Managing receivables is a key function of the student accounts office. Get an overview of the federal and institutional loan program management. Then, examine in-house and outsourced collection processes as well as reporting functions required to assure compliance with federal regulations. Presenters will also engage in a discussion around the latest trends in collections.
CPE Available: 1 Credit in Specialized Knowledge
Each individual must register and attend separately to earn credit.
NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org
Session Information
- Level: Intermediate
- Prerequisites: Minimum 1-2 years of experience as a professional in higher education or a related private industry.
- Advanced Preparation: None
- Delivery Mode: Group internet based
- Field of Study: Specialized Knowledge
- Length: 50 minutes
Steps to Earn CPE Credit
You can only earn credit for attending this session live. CPE credit cannot be earned for watching the recording.
To earn CPE credit for this session, you will complete the following steps under the Content tab, after the session has ended:
- Pass the CPE codeword quiz. Write down the codewords posted in the Zoom chat at random times throughout the session and complete the quiz at the end of the session.
- Submit the CPE check-out code displayed at the end of the session.
- Download your CPE certificate.
You have until 5 pm Eastern Time on Thursday, February 13, 2025, to complete these three steps or report technology issues with this site to online@nacubo.org.
For more detailed instructions, review the CPE Instructions page.

Brandon Cline-Taskey
Director, University Business Office
James Madison University
Brandon Cline-Taskey has been in the JMU business office since 2004. Upon graduating from JMU, he was originally hired as the IT manager for the office. His first project was to implement an electronic billing system. Since that time, he has always looked for ways to streamline the university business office's (UBO) operations. Cline-Taskey became the university bursar in 2014 and was hired as director of the UBO in 2021. As director of the UBO, Cline-Taskey has focused on finding ways to reduce student accounts receivables through targeted communication with students and parents.
During his time in the business office, Cline-Taskey has led many roundtable discussions for the Bursars of Virginia’s public institutions. He is a current member of the NACUBO SFS Council and has presented on behalf of NACUBO on a variety of student financial topics. He completed a master of science degree in 2011.

Wendy A. Pursell
Director of Student Accounts
Kutztown University
Wendy Pursell has been with Kutztown University (KU) since 2002, serving as the Director of Student Accounts since 2007 in the Finance division. Prior to that she served the campus within Human Resources. She completed her Bachelor of Science in Communications at Seton Hall University and her Master’s Degree in Education at Kutztown University. Partnering with various organizations and publications within the Student Finance arena and the State System of Higher Education in PA, Wendy takes the time to share her knowledge and help grow the industry. Most notably, within NACUBO, she has served as the SFS Planning Chair, served on the planning committee, been a council member and has presented on a diverse range of topics over the years. These topics include, but are not limited to, Customer Service, Regulatory Compliance, Training, Vendor Management and Military Benefits.

Scott Salzman
Director of Financial Services and Accounts Receivable
Texas Christian University
With over 30 years of experience in student financial services, Scott Salzman is a seasoned professional dedicated to enhancing financial operations within higher education. He currently serves as the Director of Financial Services and accounts receivable, a role he has held for the past two years, overseeing financial operations and strategies for student accounts, billing, and collection. Scott's career includes a distinguished 20-year tenure at the University of Dallas, where he held the roles of Bursar and Treasury Services in student financial services, culminating in leadership positions as Executive Director of Student Financial Services, Bursar that helped shape the institution's financial policies and student account management systems. His expertise in higher education financial services is further evidenced by his active involvement with the National Association of College and University Business Officers (NACUBO), where he has served for five years on the Student Financial Services Council, providing guidance and insight to colleagues across the country. In addition to his administrative and leadership roles, Scott has been a presenter at Bursar Fundamentals for two years, a professional development program for new and experienced bursars. His passion for education extends to the classroom, where he has taught as an adjunct professor for over 20 years. Scott is known for his commitment to fostering a student-centered approach to financial services, ensuring that financial services processes are accessible, efficient, and student-friendly while adhering to institutional and regulatory requirements. His extensive experience, leadership, and contributions to the field have made him a trusted resource and mentor in the higher education community.

Jennifer Waters
Associate Vice President Administration and Finance and University Bursar Campus and Student Life
The University of Chicago
Jennifer Waters is a seasoned higher education administrative professional with over 30 years of diverse leadership experience. Throughout her career, she has played a key role in leading information system design and implementation projects, including work with Campus Solutions and Oracle Cloud Finance, while also driving efforts to streamline organizational processes and enhance compliance. Waters served as the associate vice president of student financial services at Columbia College Chicago before assuming her current position as assistant vice president of administration and finance and university bursar at The University of Chicago, where she has made significant contributions for the past ten years.
Waters holds a doctorate in higher education from Loyola University Chicago and is recognized for her strategic leadership and expertise in higher education administration.

Bryan Dickson
Director, Student Financial Services and Educational Programs
NACUBO
Bryan Dickson is the director of student financial services and educational programs for NACUBO. As part of NACUBO’s leadership development team, he is responsible for supporting the advancement of an array of member programs and services, including educational programming for new chief business officers.
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 through advocacy with federal agencies and members of Congress. Prior to joining NACUBO in 2007, Dickson was a member of the legal and compliance practice at CEB, Inc., a best practice insight and technology company in Washington, DC. He holds a bachelor’s degree from Edinboro University of Pennsylvania.
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