How and When to Make Perkins Loan Liquidation Decisions
Live Event: 05/20/2026 at 2:00 PM (EDT)
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- Member - $129
- Non-member - $219
Webinar Postponed
Due to an unforeseen circumstance, this event has been postponed. We apologize for any inconvenience and will share updated details as soon as possible.
Many institutions view Perkins liquidation as the inevitable end point of the program. But deciding when and how to liquidate, or whether to pursue assignment or continued servicing, requires more than a compliance checklist. Moving too quickly can introduce unexpected administrative, operational, and financial burdens, particularly if institutions are not fully prepared from a documentation or staffing perspective.
This webinar focuses on the decision process, not the technical steps. Panelists will walk through the key considerations before declaring intent to liquidate, including portfolio characteristics, servicing and staffing capacity, documentation readiness, timelines, and financial statement implications, and financial aid office coordination. Participants will gain a clearer framework for sequencing decisions and aligning stakeholders across accounting and student financial services. Attendees should consider having a copy of their institution’s FISAP on hand to follow along with the discussion.
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.
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.
Mary Wheeler
FARM Author and Consultant
NACUBO
Mary Spina Wheeler is a project consultant for NACUBO and updates NACUBO’s Financial Accounting and Reporting Manual (FARM). She is also the owner of MS Wheeler Financial Services, LLC, providing financial and operational services to higher education and other nonprofit organizations. Wheeler writes and presents on all matters related to nonprofit and higher education accounting and financial reporting. She is the author of NACUBO’s Endowment Fund Valuation Guide and the 2012 recipient of NACUBO’s Daniel D. Robinson Award, recognizing outstanding contributions to the field of college and university accounting and reporting. Wheeler’s career includes management positions at Cornell University, St. Lawrence University, Skidmore College, Stevens Institute of Technology, and the Arizona State University Foundation.
CPE Available: 1.5 Credits 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: 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:
- 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 TBD, 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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