1 / 14

NYSOBBA Novice Training 101 Workshop

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.

chi
Download Presentation

NYSOBBA Novice Training 101 Workshop

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. NYSOBBA Novice Training 101 Workshop Monday, June 9, 2014 2014 June NYSOBBA Conference Albany, NY

  2. NYSOBBA • Organization • Officers – regions • Conference • Listserv • Website • www.nysobba.org • Regions • Access to committed vendors • John Karrer Scholarship

  3. Words of Wisdom • If it is NOT documented – It did NOT happen.

  4. 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!

  5. 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

  6. 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)

  7. 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

  8. 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

  9. 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)

  10. 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

  11. 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

  12. 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.

  13. …..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.

  14. 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!

More Related