Nysobba novice training 101 workshop
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NYSOBBA Novice Training 101 Workshop. Monday, June 9, 2014 2014 June NYSOBBA Conference Albany, NY. NYSOBBA. Organization Officers – regions Conference Listserv Website www.nysobba.org Regions Access to committed vendors John Karrer Scholarship. Words of Wisdom.

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NYSOBBA Novice Training 101 Workshop

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Nysobba novice training 101 workshop

NYSOBBA Novice Training 101 Workshop

Monday, June 9, 2014

2014 June NYSOBBA Conference

Albany, NY


Nysobba

NYSOBBA

  • Organization

  • Officers – regions

  • Conference

  • Listserv

  • Website

    • www.nysobba.org

  • Regions

  • Access to committed vendors

  • John Karrer Scholarship


Words of wisdom

Words of Wisdom

  • If it is NOT documented –

    It did NOT happen.


Nysobba novice training 101 workshop

Who are YOU? And what do you do all day!?Relationships:StudentsFA Finance Registrar Admissions Controller and AuditAnd, oh by the way – each other!


Tasks responsibilities

Tasks & Responsibilities

  • Tasks

    • Charges – automatic, from other depts

    • Bills – paper/online, how often

    • Payments – paper/ach/online/credit

    • Reports – error catching, reporting to Finance, cashing out

    • Disbursement of financial aid – regulations

    • Delinquent accounts – Brief collection discussion

    • Disaster planning?

    • What do you outsource?

    • How do you communicate with:

      • Students

      • Parents

      • Other departments


Regulations

Regulations!

  • Quick history – how do we get there?

    • Negotiated Rule-Making

  • Changes – importance of staying informed

  • What’s available and where

    • www.ifap.ed.gov/ifap/index.jsp

    • (Information for Financial Aid Professionals)


Title iv

Title IV

  • LOTS of regulations

    • Again – see IFAP

  • Refund process – our most angst

  • Cash management

  • Direct Lending

    • Several sessions here – take advantage of them!

  • Now add TILA

  • Regulation Z


Privacy and safe guards

Privacy and Safe Guards

  • FERPA

    • Family Education Rights and Privacy Act

  • GLBA

    • Graham-Leach Bliley Act

      • Privacy Safeguards

  • PCI

    • Payment Card Industry Compliance

  • Red Flag rules

    • School by school – what raises your eyebrows?

  • Reg Z


Record keeping

Record Keeping

  • NYS archives rule

    • www.archives.nysed.gov/a/records/mr_retention

  • Feds – FA – three years after graduation

    • Problem for us > five and seven years

  • Perkins a few different rules?

  • Your own school retention policies

  • A Word to the Wise : Do Not Save Anything Any Longer Than You Have To – Avoid A Lot of Issues! (Right from our Counsel)


Extra resources

Extra Resources

  • Blue Book, the bottom line

  • Academic glossary – handout

  • Useful Financial Terms

  • More definitions

  • Handout –

    • Questions and answers

    • Glossary of academic terms

    • Financial terms

    • Acronyms

    • Helpful links


Nysobba novice training 101 workshop

TAP

  • NYS Higher Education Services Corp

  • Brief overview………

  • Sessions here at the conference?

    • Will show enhancements and changes

    • Everything is online for us and for students


Bursar s top ten expressions of good customer service

Bursar’s Top Ten Expressions of Good Customer Service

  • I apologize for this mistake and will take full responsibility to make it right.

  • I’m not sure, but I will find out and get back to you (and then DO get back).

  • What else can I do to help you today?

  • What would be the most convenient for you?

  • Thank you for coming in to the office to discuss this.


Customer service

…..Customer Service

6. Your time is valuable. We will make this as quick and painless as possible.

  • Policies are in place to ensure fairness, not to be roadblocks. Let me check to see if there is another solution we can offer.

  • We understand and will help you all we can.

  • Thank you.

  • Yes.


Questions

Questions?

  • You will never find a more helpful and generous group of people to work with, than your colleagues in NYSOBBA – at any time, pop into the listserv and ASK.

  • There is a wealth of information available – there is always at least one person who can help – usually more!

  • Thank you all – Enjoy the Conference!


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