Susan Morrison

Excellence in Campus Operations
CHEP Status: Active
CHEP Since: 04/20/2018

Badge Evidence

This course provides an overview of the methodology and guidelines to help you outline an audit plan for your institution. You will learn how to define audit scope and determine the audit approach which fits your organization. The course provides tips for successful audits and reviews audit areas for each functional department of a typical campus, including admissions, financial aid, student accounts, education/academics, and career services. Other business areas including marketing and advertising, human resources, information security and other key areas are also reviewed to provide you with a full scope audit outline. The course concludes with information on reports, audit documentation, and follow-up recommendations following the field audit activities.
This course is designed for employees of all roles and levels at institutions that participate in federal financial aid programs. The course provides an awareness of prohibited acts which could adversely impact operations, and covers the requirements which must be adhered to in order to maintain good standing with state* and federal regulations as outlined in the Program Integrity rules. Emphasis is on areas of misrepresentation related to advertising and recruitment activities, interactions with prospective students and appropriate communication of disclosures and other publications. *This course currently covers the regulations for the following states: AZ, CA, CO, FL, GA, IL, IN, KS, LA, MA, MI, MN, MO, MS, NC, NM, OH, OK, OR, PA, SC, TN, TX, VA, WA. Course participants can select specific state(s) at the beginning of the course to customize the training content to their state.
This compliance training course is designed for admissions, financial aid and career services employees of accredited institutions participating in federal financial aid programs. The course provides a clear and practical understanding of the federal regulations that govern the conduct of your institution and correspondingly underlay the performance of your job. The purpose of the course is not to train you to become a regulatory expert, but to provide the information you need to do or say the right thing when interacting with both prospective and enrolled students, as well as the consequences of doing or saying the wrong thing whether by mistake or with intent. More importantly, the course emphasizes that 'Doing the Right Thing' ensures that we provide an environment of trust where prospective students receive the information they need to make informed decisions about their education.
This course provides a blueprint for running an effective financial aid office in an educational institution. You will learn to optimize the performance of your financial aid office with a minimum of waste, expense, and unnecessary effort. The course covers the cornerstones of an efficient financial aid office: timeliness, accuracy and customer service. You will also be advised of pitfalls to avoid in the realm of Title IV compliance. You will learn the key points to building an effective business office processing procedure. Reports and notifications required by the Department of Education are also explained. In addition, you will be given pointers on preparation for the annual Student Financial Aid audit and alerted to the most common triggers for Department of Education Program Reviews.
This course offers proven-successful techniques that ultimately prevent student loan delinquencies and defaults. Because there is not one miracle that reduces the chance of student loan defaults, this compilation of ideas and practices collectively greatly reduces those risks by giving ownership of the loan responsibilities to the students who benefit from them. By integrating effective borrower education and interaction from the day your students walk through your front door, your students will embrace the state of mind needed to give them lifetime accountability for their Federal Student Loans obligations.
This course is designed for the financial aid representative who is familiar with the financial aid process, and the campus manager seeking to learn more. The course provides a detailed review of the FAFSA to ISIR/SAR application process, concentrating especially on the technical aspects of the process beyond timeliness and accuracy. The importance of documenting verification and clearing comment codes will be explored, in addition to your role in using professional judgment.
With a seemingly endless stream of new laws and regulations, institutions have become burdened with ensuring they are compliant, while continuing to give great customer service to their students and families and all while achieving larger institutional goals. The role of the Financial Aid Office in compliance cannot be underestimated, but the Director of Financial Aid cannot ensure compliance in a vacuum. This course is designed to examine the fundamentals of law and regulation, and of the enforcement process. More importantly, this course provides tools for School Directors, Chief Financial Officers, Enrollment Managers, and Financial Aid staff to develop and build compliant practices that don’t interfere with effective operations, customer service or institutional goals.
This course will help participants to interpret the many rules and regulations that are required by educational institutions offering Title IV funding. It will aid in preparing management and faculty in recognizing that compliance is the responsibility of the entire institution and is not just the job of the Financial Aid Office. Course content will also aid the individual in building a “culture of compliance" which will encourage teamwork and secure the cooperation of others on campus.
Feedback is an essential component of the communication process. In this course, you will learn when and how to give effective positive or corrective feedback, how to offer feedback upward, and how to receive feedback.
This course will show you how to discuss and resolve difficult interactions in the workplace - whether with employees, peers, bosses, or even suppliers and customers.
How well do you work with your supervisor? This course will help you develop a mutually rewarding relationship with your supervisor. You will learn proven techniques for effectively communicating and negotiating with your supervisor, presenting problems or opportunities and accepting responsibility for your proposed actions.
Vital advisory and governing boards create additional opportunities to enhance operations within an educational institution. Well-prepared board members engaged in appropriate and timely activities can make a substantial contribution to operational, financial and management success. Creating, managing and maintaining effective advisory and governing boards can be a demanding yet rewarding process. Board members have to be identified, recruited, and trained to be effective and to understand their role as individual contributors and as members of a group of advisors. To gain maximum leverage from a board, members must also remain motivated and retain a concentrated focus on the institution's mission, purpose and goals. This course will provide a blueprint, with accompanying checklists, for establishing and maintaining effective advisory and governing boards in an educational institution.
This course uncovers the secrets of today's successful businesses and their strategies of first-class customer service. You will learn the components of first impressions that can help you increase and keep your enrollments. This course will also help you to locate the specific areas of your operations where you can implement an improved customer service plan for your institution - whether it is admissions, student services or academics.