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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

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.

slide4

Who are YOU? And what do you do all day!?Relationships: Students FA Finance Registrar Admissions Controller and Audit And, 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
slide11
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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