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NYSOBBA Novice Training Workshop

NYSOBBA Novice Training Workshop. Sunday, June 9, 2013 2013 June Conference Syracuse , NY. NYSOBBA. Organization Officers – regions Conference Listserv Website www.nysobba.org Regions Access to committed vendors John Karrer Scholarship. Words of Wisdom. If it is NOT documented –

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NYSOBBA Novice Training Workshop

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  1. NYSOBBA Novice Training Workshop Sunday, June 9, 2013 2013 June Conference Syracuse , 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. NYS Residency Requirementswww. suny.edu/sunypp/documents.cfm?doc id=402Changes to International Students’ Requirements & Benefits • I.C.E. – Immigration and Customs EnforcementS.E.V.I.S. – Student & Exchange Visitor Information SystemVA benefits Continuing Changes – go to Session Monday at 11:45

  7. 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)

  8. 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

  9. 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

  10. 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)

  11. IRS Issues • IRS Education Credits • Fewer available, and less in amount • Hope and Life Time Learning • Taxpayer Relief Act Services • Updated every year • 1098T issues – who is responsible for these on your campus? Panel Session at 10:30 on Tuesday • IRS Education-Related Adjustments • Was tuition paid with tax-free funds? No double benefit • Another word to the wise: • Do NOT Answer Tax Questions

  12. Facing the Auditors • Common SFA requirements • Campus-based programs • Internal • External audits • FEDS • TAP

  13. 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

  14. TAPTuition Assistance program • 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 • Immediately following this session, and more at 2:00 on Monday afternoon

  15. 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.

  16. …..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.

  17. 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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