Bursar & Student Financial Services
2025 CONFERENCE SPEAKER INFORMATION
This list is not final and there are more to come
-
Peggy Carey is a Director in Student Business Services at Texas A&M University. She currently oversees Payment Processing, Student Loans, Refunds, Specialized Student Billing, and Imaging and has previously worked with Collections, the ID Card Office and Customer Service. Peggy has been with the department for 32 years and loves serving Aggie students.
Peggy enjoys serving in her church and spending time with her family. She is married with two daughters and four grandsons.
-
David has been with Salt Lake Community College in the Accounts Receivable for 13½ years and is currently the Assistant Bursar over Collections. He holds a Bachelor of Arts in Communications, Media Management and Sales from Brigham Young University and a Master of Public Administration from Brigham Young University. David previously worked for Utah Valley University for one year in collections.
-
Lori S. Hartung is the Regional Sales Executive for ECSI a technology-based solution provider to the Higher Education community.
Ms. Hartung comes to ECSI with more than 30 years of experience in higher education. Before joining ECSI Lori was the Regional Director of Sales for Todd, Bremer & Lawson, a third-party collection agency, and she was the Senior Manager of Government and Industry Relations for University Accounting Service (UAS). Lori serves as the current President of the Coalition of Higher Education Assistance Organization (COHEAO) and is also a member of the Minnesota Collections Network. She currently participates on the Board of both organizations.
ECSI is happy to have Lori share with you her professional superpower - she can take any dull topic and turn it into an exciting presentation. Her personal superpower is making vegetables taste delicious. (bring on the brussel sprouts!)
Lori is a 1989 graduate of the University of Wisconsin-Milwaukee with a Bachelor degree in Political Science. She lives in Dousman, Wisconsin with her husband, two dogs, two cats, and 40,000 honey bees.
-
Anthea Jeffrey is a seasoned higher education professional with extensive experience in diverse student services roles, including billing and collections, financial aid, student assistance, student accounts, registrar functions, and enrollment management. She possesses specialized expertise in policy development and procedural automation, focusing on the development, refinement, and clarification of guidelines in alignment with federal and state regulations. Her efforts aim to establish seamless processes, enhance customer service, and ensure compliance through the application of data analytics and customer feedback.
With over thirty years of experience working collaboratively with executive leaders, Anthea has dedicated her career to driving process automation, updating policies, and refining guidelines to improve customer service and the student experience, all while efficiently managing staff reductions. She has successfully achieved greater efficiencies with fewer personnel while addressing various economic challenges.
Currently, Anthea serves as a leader overseeing the Student Accounting, Billing, Collections, and Cashiers divisions at Rutgers, The State University of New Jersey, where she supports more than 70,000 current students. She is responsible for managing a student receivable portfolio valued at just about two billion dollars.
Anthea remains committed to the ongoing automation of processes and the enhancement of payment solutions to better serve customers and facilitate ease of cash flow across diverse industries on a global scale.
Anthea currently holds a BS and MS degree both from NYU Tandem School of Engineering formerly Polytechnic University and an MBA from Pace University.
-
-
-
As a Strategic Accounts professional at TouchNet, Amy is focused on identifying, developing and implementing strategies to address top business issues and challenges institutions of higher education face today. She is an enthusiastic sales leader specializing in software, e-commerce, payment processing, and data security and compliance. A two-time President’s Club recipient, Amy was recognized for surpassing TouchNet’s standard of excellence by exceeding sales goals or providing exceptional service to our organization and customers. Amy has been with TouchNet for 6 years, and earned a B.S. in Marketing Management from the University of Missouri-Columbia.
-
Brinda Nirmal is a business analyst specializing in data-driven insights and process optimization. Currently at the University of Louisville, she focuses on enhancing procurement strategies, automating reports in Power BI, and integrating ERP systems. With a strong background in data analysis, dashboard development, and improving operational efficiency, Brinda leverages advanced analytics to drive business improvements.
-
LeeAnn Pickett, Assistant Director, Student Business Services, Texas A&M University.
LeeAnn Pickett is the Proudest Member of the Fighting Texas Aggie Class of 2011. She started her career in Student Business Services as a student worker and has worked in Customer Service, Payment Processing, and Third Party throughout the years. She is a survivor of the Banner Implementation of 2009 and the Inaugural VA Treasury Offset Program in 2012, both of which still strike terror in the hearts and minds of many. LeeAnn currently leads an amazing team of 8, and together they conquer everything Third Party.
-
Gina Santoro is an accomplished professional with over 28 years of experience in the collection industry, particularly with the higher education sector. Previously serving as a Director of Client Services at a leading third-party collection agency, Gina excelled in fostering strong client relationships and driving exceptional client service. Currently, Gina has taken on the role of Program Manager at ECSI for RecoverySelect, where she has been able to apply her extensive knowledge to help develop innovative and effective solutions that enhance the recovery of institutional past-due debts. She is passionate about sharing knowledge and insights and is dedicated to empowering institutions to excel and evolve in the ever-changing landscape in the recovery of past-due receivables.
-
Alice Seaton is the Associate Director of Customer Service within University Bursar for the University of Illinois System. University Bursar is a system-wide service center that supports the billing and payment needs of all locations within the University of Illinois System. In this role, Alice provides leadership and oversight to the Senior Director of University Bursar for the Customer Service unit within University Bursar. Alice works closely with the Enrollment Management Teams on each campus to address and resolve student-impact issues, ensuring all stakeholder’s objectives are shared and considered through open communication.
In 2023, Alice was selected into the Professional Staff Leadership Academy within the University of Illinois. This professional development opportunity accommodates approximately 20 individuals across the University of Illinois in any given twelve-month class. Professional Staff Leadership Academy is a program that utilizes superior leadership principles and applications to develop key professionals.
Alice holds a bachelor’s degree of Business Administration and Master of Public Administration from the University of Illinois Springfield. Alice started her career at University Bursar in 2008. Alice is also a Certified Business Administrator and a Certified Customer Service Professional.
In her free time, Alice enjoys traveling, reading, gardening, and spending time with her family.
-
With an esteemed career spanning 19 years in higher education, Charlotte currently serves as Executive Director of Service Excellence at University of North Georgia, a public university with approximately 20,000 students across five campuses. In this capacity, she leads initiatives aimed at enhancing the quality and efficiency of services provided to students, faculty, and staff, thereby ensuring a distinctive educational experience. Previously, Charlotte served as Chief Compliance Officer, where she was responsible for overseeing institutional compliance with federal, state, and local regulations, as well as internal policies and procedures related to compliance. Her leadership in this role was pivotal in upholding the highest standards of integrity and accountability. In addition, Charlotte has held the role of Executive Director of Business Services, where she managed student financial operations, accounts receivable, and logistical and postal service functions in support of the institution's mission. She also has experience as a Bursar, managing student billing and financial services with a focus on accuracy and transparency. Beyond her professional accomplishments, Charlotte is dedicated to fostering a collaborative and ethical environment. She espouses the belief that "Excellence is not a skill, it's a choice," a philosophy that underpins her commitment to continuous improvement and service excellence. In her personal time, Charlotte loves spending time with family and singing with a community gospel choir.
-
Lottia is a sought-after conference speaker, host, and workshop facilitator. She is the central regional director of financial aid campus operations/outreach for Austin Community College. She previously served as the Financial Wellness Chair for COHEAO, and she is the Founder and Executive Director of Relay Heroes Today Leaders Tomorrow, a nonprofit based in the DFW, TX metroplex with advocacy in Pennsylvania, Maryland, and Nairobi, Kenya. Relay was founded in 2017 to assist families in college readiness, financial literacy, scholarship, and consulting. The organization's mission is to work with people as young as kindergarten to enhance opportunities for individuals and families in financial responsibility and educational success. Since the organization's inception, they have awarded over $100,000 in aid and scholarships to students and families in need. Lottia's commitment to financial aid, student accounts, and financial literacy has led to over 20 years of experience in higher education. She resides in a suburb in the Austin Metro Area of Austin, TX. In her spare time, Lottia enjoys spending time with her family, traveling, and volunteering.