Cruisin' to Collections Student Financial Services Conference 2026

Scott H. Holmquist
President, Second Alliance, Inc., Chairman, Student Financial Services Higher Education Academy

Scott Holmquist is the President and founder of Second Alliance and the Student Financial Services Higher Education Academy and has worked in the campus based collection industry for over thirty years. He has dedicated his career to building a company dedicated to the service of campus based clients working exclusively on Title IV loan programs, institutional and HPSL loan programs and tuition and fee recovery. Scott has worked in various phases of the campus based third party collection industry and has assembled a team that reflects his dedication to this industry.

Scott’s passion is teaching and training in areas of collections such as effective communication, customer service, financial literacy, policy and compliance and fatigue syndromes. He believes deeply that those involved in the collections industry need the highest level of training and understanding to best deal with, educate and lead students that rely on our assistance and expertise.

Mark Goodman
Associate Bursar, Manager of Credit and Collections
Temple University, Retired

Mark Goodman has been providing Higher Education Consulting services from his base in Las Vegas, Nevada since 2009 when he retired as the Associate Bursar for Temple University in Philadelphia, Pennsylvania. At Temple (a school of 36,000 students) he managed the Credit and Collections Department responsible for handling Perkins, Health Professions, and Institutional Loans, as well as the collection of tuition and fees.  Other duties included the administration of the University’s tuition payment plan, overseeing the administration of the third party scholarship program, and debt management (both the entrance and exit phases). Prior to working at Temple, Mark had 28 years of collection management experience.  He has spoken at conferences across the country on many topics relating to Credit and Collection, Customer Service, and Financial Management on the College Campus.  He holds both the ACA Professional Collection Specialist and Certified Higher Education Collection Certifications.

Mark earned his Bachelor’s degree in Business Administration and Marketing at the College of New Jersey and his Master’s Degree in Human Resources Administration from Temple University. He has been a member of various Higher Education Associations, including EARMA, COHEAO, and NACUBO.  In addition, he has authored articles published in business magazines, as well as training and seminar texts.

Patrick (Pat) Beirne
Senior Director; Bursar and Student Financial Services
Wayne State University

Patrick Beirne has worked in Student Accounts for 15 years across three university campuses, the last five as the Senior Director; Bursar & Student Financial Services at Wayne State University in Detroit, Michigan. Patrick is a student centric, retention focused leader, and is most proud of the collaborative partnerships made across campus that have paved the way to creatively recruit, retain, and graduate university students. Patrick is very driven by recovery metrics and fosters an organizational culture that strives to “retain every student” and “collect every dollar”. In addition to this retention and recovery focus, Patrick focuses on the consistent development of functional and technical expertise and strives to continuously improve in operationalizing and streamlining business processes.

June Coleman
Attorney at Law
Messer Strickler Burnette, Ltd.

June manages the California office of a preeminent national litigation law firm that represents creditors and collection professionals in consumer actions across the nation.  Ms. Coleman is a defense litigator with more than 20 years of experience.  Her areas of emphasis include consumer rights actions involving statutes such as the FDCPA, TCPA, and FCRA, and their California counterparts, as well as call recording cases. She has a deep understanding of permissible debt collection conduct and how best to defend claims and minimize liability in the collection industry.  She also defends collection attorneys before the California State Bar and assists clients with matters before the California DFPI, the California regulatory agency for debt collectors.  She is an accomplished author and well-known presenter who speaks frequently.  Since 2008, Ms. Coleman has been voted by her peers as one of the top 5% of lawyers practicing in Northern California, earning her a spot on the Northern California Super Lawyers list as well as  the Sacramento Business Journal’s “Best of the Bar” and Sacramento Magazine’s “Top of the Bar” lists.  Ms. Coleman is a Martindale Hubbell AV Preeminent rated attorney.

Erika Ramirez, MSLM, MBA
Director, Bursar of Student Accounts
Western Governors University

Erika Ramirez received her Bachelor’s in Business from Cal Poly, Pomona and Master’s from the University of La Verne. Her career started in Higher Education at Azusa Pacific University. Having oversight of the Student Account Department, eventually becoming the Director of Student Financial Services. Erika experienced centralizing departments/teams and operations while creating a high performing team. After 10 years at APU, she moved onto Los Angeles Pacific University assisting with the creation of a Student Account Department. Eventually centralizing departments/team and operations with the Financial Aid Department and stepping into the Director of Student Financial Services.

Joe Weglarz
Executive Director of Student Financial Services
Marist University

Joe Weglarz began his tenure at Marist College over 30 years ago as Director of Student Accounts. In 1999, he was appointed Director of Financial Aid, and was promoted to Executive Director of Student Financial Services in 2006.
As Executive Director, he implemented a “one stop shop” approach by combining student billing, financial aid, and student employment operations. As Executive Director, he manages these operations for the College.
In 2014, Joe was selected to participate in Negotiated Rulemaking and was engaged in negotiations on the proposed regulatory language for the Department of Education.

He serves on the COHEAO Board of Directors as treasurer. In addition, he served as the Vice President of Finance for the Northeast Association of Student Employment Administrators (NEASEA), and was appointed President in 2014. He also served on the NACUBO Student Financial Services Counsel. He currently serves on NYSFAAA Executive council as treasurer. He has presented at various national and regional conferences on regulatory issues, and student financial services topics; such as college affordability, financial aid and bursar operations

Laurie Beets
Bursar/Director of Student Loans & Debt Management
Oklahoma State University

Laurie has 22+ years of experience in higher education. She is a CPA and has a Master’s Degree in Educational Leadership Studies with a higher education emphasis. Laurie is also a Certified Fraud Examiner.
She has served as a member of the Board of Directors for the Coalition of Higher Education Assistance Organization (COHEAO). Laurie is a graduate of the SACUBO College of Business Management Institute and is a recipient of the OSU Staff Advisory Distinguished Service Award.
Prior to joining OSU in 1994, Laurie worked in the banking industry and with the Resolution Trust Corporation

Scott Salzman
Director of Financial Services and Account Receivable
Texas Christian University

With more than 35 years of experience in student financial services, Scott Salzman is a highly respected higher education professional known for strengthening financial operations and advancing student-centered practices.

Scott currently serves as Director of Financial Services and Accounts Receivable, a role he has held for the past four years. In this position, he oversees student account operations, including billing, registration, collections, and strategic financial planning, ensuring efficiency, compliance, and a positive student experience.

He spent 20 years at the University of Dallas, where he built a distinguished career within Student Financial Services. During his tenure, Scott served as Bursar and worked in Treasury Services, eventually advancing into senior leadership roles as Executive Director of Student Financial Services and Bursar. In these positions, he played a key role in shaping institutional financial policies and modernizing student account management systems.

Scott’s leadership extends beyond campus boundaries. He has been actively involved with the National Association of College and University Business Officers (NACUBO), serving for five years on the Student Financial Services Council, where he provided guidance and shared best practices with peers nationwide. At the state level, he served as President of the Texas Higher Education Business Officers (THEBO) for three years and was instrumental in founding THEBO following the sunset of Texas BUCS.

A committed educator and mentor, Scott has served as a presenter for Bursar Fundamentals for three years, supporting professional development for both new and experienced bursars. His passion for education also extends into the classroom, where he has worked as an adjunct professor for over 20 years.

Throughout his career, Scott has been recognized for his student-centered approach to financial services—prioritizing accessibility, transparency, and efficiency while maintaining strict compliance with institutional and regulatory requirements. His depth of experience, collaborative leadership style, and long-standing contributions to the profession have made him a trusted resource and mentor within the higher education community.

Jodi Cataline
Academic Director, Center for Financial Literacy
Clinical Professor, Department of Finance, LeBow College of Business
Drexel University

Jodi Cataline is a Clinical Professor in the LeBow College of Business at Drexel University and a faculty member in the Department of Finance. Her areas of expertise and research include personal finance, global engagement, and financial awareness. 

More than two decades ago, Professor Cataline developed a Financial Literacy course that continues to be offered multiple times throughout the academic year as a finance elective available to all undergraduate students. 

In addition to her teaching responsibilities, she collaborates with nonprofit organizations, including VestedIn, through its WesGold Scholars summer program for high school students. She also works with Liberty Scholars, a scholarship initiative that supports students from the Philadelphia community attending Drexel University. Beyond these programs, she provides financial literacy programming for student-athletes, transfer students, and adult learners. 

Most recently, Professor Cataline was appointed Academic Director of the Center for Financial Literacy at Drexel University. In this role, she will lead expanded financial education initiatives designed to support the student community. The Center will emphasize peer-to-peer financial literacy education and engagement throughout the upcoming academic year.

Estefany Gutierrez
Student Accounts Manager, Scripps College

Estefany has over eight years of experience in student financial services. Alongside her day-to-day operational work, she currently serves as the 5C Lead for Scripps College on the Student Information System (SIS) Executive Committee, representing the institution in cross‑campus and consortium‑wide discussions and decision‑making.

In her role, Estefany works closely with Financial Aid, Admissions, the Registrar, IT, and third‑party vendors to resolve billing issues, streamline workflows, and improve how students and families understand their accounts. She brings hands‑on experience with billing best practices, payment systems, tax reporting, and the coordination challenges that arise when multiple offices share responsibility for student financial data.

Her work is centered on billing best practices, proactive communication, and cross‑campus collaboration—helping make financial processes clearer for students and families while reducing operational strain for staff.

In 2026, Estefany presented on proactive billing communication strategies, sharing practical, real‑world approaches to reducing student and family confusion through clearer messaging, inclusive outreach, and better alignment across offices. Her presentations focus on realistic tools, scalable strategies, and lessons learned that institutions of any size can put into practice.

She is especially interested in cross‑department collaboration, process improvement, supporting students and families, and helping institutions balance policy enforcement with transparency, empathy, and service.

Outside of work, she enjoys traveling, staying active at the gym, and taking spin classes to recharge and stay energized.

Ross D. Bryant
Major (Retired) U.S. Army

Ross Bryant is the Executive Director of University of Nevada–Las Vegas’s Military & Veteran Services Center (MVSC), which assists active duty service members, veterans, National Guard members, reservists and military family members by certifying their GI Bill benefits as well as developing campus or community resources and programs aiding them in their challenging transition to civilian and university life. The MVSC is a 501c3 as part of the UNLV Foundation. His efforts as director of the UNLV MVSC have brought over 9,000 veterans to UNLV with a 71% graduation rate. Since 2012, more than 4,568 veterans have graduated from UNLV.

He comes to the MVSC after a 24-year career as an enlisted soldier, NCO and Army officer, ending his military career as the officer in charge of the UNLV Army ROTC. As a former enlisted soldier who used his own GI Bill® benefits to earn his commission and a bachelor’s degree in German language from Old Dominion University, Ross was uniquely qualified to coach and mentor students to excel in ROTC. Taking advantage of his GI Bill benefits a second time, he later earned a master’s degree in National Security Studies from California State University–San Bernardino.

Through Ross’s ROTC role, plus his post-military positions as the deputy director of the UNLV Institute for Security Studies and now the Executive Director of the MVSC, he has gained extensive experience in developing new programs and creating partnerships within UNLV and the greater Las Vegas community that benefit UNLV’s student veterans, active duty military, Reservists, National Guard members and military family members. He is especially proud of his efforts to collaborate with UNLV’s Government Liaison and Governor Sandoval to convince the Nevada Legislature to pass AB76, granting an out-of-state tuition waiver to all veterans within 5 years of discharge, and AB24, granting a lifetime in-state residency to any Fry Scholarship recipient (GI Bill® benefits to any military family member whose parent was killed in the war).

Ross’s interests include staying in contact with 46 former UNLV cadets who are now Army officers in the Nevada Army National Guard or serving overseas in the Global War on Terrorism. He also enjoys supporting veteran programs that work with community partners in assisting with the transition to civilian life of the next generation of veterans and their family members, and helping them achieve their academic and life goals.

On January 6, 2017, Ross Bryant was named the Student Veterans of America (SVA) national “Chapter Advisor of the Year” at the 2017 SVA National Conference in Anaheim, California. A year earlier, Senator Dean Heller submitted a “tribute” to the Congressional Record acknowledging Ross’s service to Nevada’s veterans. His efforts as the director of MVSC have resulted in UNLV’s being ranked #36 in the nation as “Best for Vets” by Military Times, listed as a top school by the Military Advanced Education & Transition journal for the last 5 years, and recognized as a Top 10 “Military Friendly” school by Victory Media (2022-2025). SVA has recognized two Rebel Vet SVA Chapter Presidents as ‘Veteran of the Year” (2018, 2020).

Karlee Herzog
Assistant Manager Student Service Court | Student Account Services & University Billing, Central Michigan University

BIO coming soon