How and When to Make Perkins Loan Liquidation Decisions

How and When to Make Perkins Loan Liquidation Decisions

Live Event: 04/08/2026 at 2:00 PM (EDT)

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Tuition payment plans are a critical tool for supporting affordability and cash flow in higher education—but they also introduce unique compliance considerations. From fee structures to timing, disclosures, and audit readiness, institutions must ensure payment plan policies and processes align with regulatory requirements.

Join TouchNet compliance experts to explore best practices for administering tuition payment plans while keeping compliance top of mind. Attendees will gain insight into common risk areas, key regulations affecting payment plans, and practical approaches for maintaining transparency, consistency, and control across payment plan workflows.     

Learning Objectives:

  • Identify common compliance risks and key regulations affecting tuition payment plans
  • Assess how payment plan structures, timing, and disclosures impact institutional compliance
  • Leverage best-practice criteria to review tuition payment plan design for consistency, transparency, and compliance

Recording

This webinar will be recorded. Registrants will receive an email when the recording is available


Bryan Dickson

Director, Education Policy

NACUBO

Bryan Dickson is director of education policy at the National Association of Colleges and University Business Officers. He serves as an advocate and strategist on federal higher education finance policy, with a focus on federal student aid administration and issues affecting access, affordability, and institutional financial operations. 

In his role Bryan monitors and interprets legislative and regulatory developments, providing strategic analysis and practical guidance to NACUBO members. He works closely with institutional leaders to assess policy impact, supports member engagement through councils and committees, and helps align NACUBO’s educational programming with emerging federal policies. 

Bryan joined NACUBO in 2008 and holds a bachelor's degree from Edinboro University of Pennsylvania. 

Sue Menditto

Senior Director, Accounting Policy

NACUBO

Sue Menditto is NACUBO’s expert on financial accounting and reporting, managerial analysis, and financial viability. She is charged with fulfilling higher education advocacy needs with the GASB, FASB, AICPA, and Department of Education. She was appointed to the IPEDS Finance Survey Workgroup in August 2023 as one of its financial reporting experts. She has also represented higher education on the Governmental Accounting Standards Advisory Council (2006–2012), AICPA’s Revenue Recognition Task Force (2016–2017), and the Department of Education’s financial responsibility subcommittee (2017–2018).

Menditto informs the association’s research efforts on accounting issues, endowment management, and tuition discounting; writes member communications: news, advisories, accounting tutorials, and articles; and supports members’ professional development needs by providing subject matter guidance. She has also co-authored chapters of publications addressing accounting, public health, and analytics and regularly speaks on accounting and financial management topics at conferences.

Menditto began her career in public accounting, was a CFO and Controller for a not-for-profit organization, and a vice president for Bank of America where she specialized in change management and accounting policy. She holds degrees in psychology and accounting and is a certified public accountant.  

Maria Livolsi

Director, SUNY student loan service center

SUNY Albany

Maria Livolsi has been with the State University of New York (SUNY) for 36 years, serving as the Director of the SUNY Student Loan Service Center for the past 31 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 30 SUNY campuses with annual expenditures in excess of $425 million. Maria manages the revolving loan funds for the Federal Perkins, Health Professions and Nursing student loan programs, which contain more than 22,000 outstanding borrower loans. Maria is currently serving on the COHEAO Board of Directors as the Vice President and has served on the COHEAO Board in various roles for the past 17 years.

CPE Available: 1.5 Credits in Specialized Knowledge

Each individual must register and attend separately to earn credit.

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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: 75 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:

  1. 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. 
  2. Submit the CPE check-out code displayed at the end of the session. 
  3. Download your CPE certificate. 

You have until 5 pm Eastern Time on Thursday, April 9, 2026, 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.

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How and When to Make Perkins Loan Liquidation Decisions
04/08/2026 at 2:00 PM (EDT)  |  75 minutes
04/08/2026 at 2:00 PM (EDT)  |  75 minutes