Measuring Efficiency in Student Accounts

NACUBO's Bryan Dickson, director, education policy, and Kat Masterson, assistant director for research and policy analysis, join Liz Clark, vice president for policy and research, to discuss the Student Financial Services Benchmarking Report—one of the most practical tools offered by NACUBO's research team. From operational performance and financial risk to staffing trends, the study collects and standardizes data from institutions nationwide, enabling participants to benchmark against peers and track their own progress over time. The conversation highlights how these quantitative insights help campuses evaluate the efficiency of student account operations and strengthen service to students and families.   Additional Resources Connect with Liz on LinkedIn Connect with Bryan on LinkedIn Connect with Katon LinkedIn Learn more about the Student Financial Services Benchmarking Report Check out the Student Financial Services Policies and Procedures Report Data collection begins March 12, if you do not receive an invitation but expected one, please email: [email protected] Check out the 2026 Bursar Fundamentals online learning session recordings Check out NACUBO's other podcasts! Career Conversations CBO Speaks