Kerri Newell

Excellence in Leadership
CHEP Status: Active
CHEP Since: 10/14/2018

Badge Evidence | Completed Courses (4 Hours Each)

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.
The Family Educational Rights and Privacy Act of 1974 (FERPA or the Buckley Amendment) is a federal law in the United States designed to provide students with access to, and the privacy of, their educational records. The law applies to students in higher education and educational institutions that receive funding under a program administered by the U.S. Department of Education. This course is designed to provide participants with a working knowledge of FERPA guidelines to ensure proper handling of educational records and other institutional requirements.
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 (SFA) compliance audit and alerted to the most common triggers for Department of Education Program Reviews.
This course explores the critical differences between management and leadership. Participants will be introduced to definitions and myths about each area as well as how management and leadership must coexist for an organization to operate effectively. Participants will explore their own management/leadership tendencies.
Not everyone is suited for, or desires, a leadership position. One of the first steps to being an effective leader is to understand the desire to lead in the first place. Participants will explore their motivation to lead and develop a deeper understanding of their leader style(s).
Beyond understanding the role of the leader, the ultimate effectiveness and impact of a leader takes into consideration the followers and the situation, too. This course defines leadership impact and explores the Interactional Framework for Leadership.
The higher education industry provides a wealth of opportunities and challenges for those seeking leadership positions. In this course, participants will gain a deeper understanding of the higher education sector and themselves. The importance of higher education institutions will be explored along with developing a personal leadership legacy.
Get ready to add a number of skills to your toolkit as you develop as a leader! This course focuses on increased self-awareness in communication styles and learning; developing deeper understanding through empathic listening; and motivating through innovation.
This course provides you with a framework to put your self-discovery and learning into a workable plan to further develop your leadership skills. A step-by-step process is offered to help you create a meaningful Personal Leadership Development Plan (PLDP) complete with the development of SMART Goals and advice from some of today's leaders in the higher education sector.
This course provides a synopsis of the essential tasks of leadership setting direction, aligning people, and motivating others. You will learn how to recognize the skills and characteristics of effective leaders, create an inspiring vision, and energize people to support and work toward your goals.
Skillful writing helps you accomplish your business objectives and extends your influence as a manager. In this course, you will learn to create clearer, more effective written communications. The course includes specific guidelines for preparing memos, letters, emails, and other common business documents.
In this course, you will learn how to manage your career - including how to identify your business interests, professional values, and skills in order to target your most exciting career possibilities.
What will your institution look like in five years? Growth takes change and the commitment of the stakeholders in your organization. A five-year plan is essential for any owner or director of an educational institution, no matter how long they have been in the business. It includes various elements such as your enrollment goals for all programs, plans for new programs, new profit center potential, fees and all financial aid opportunities, enhancement of student services, faculty and staff planning, marketing and development strategies, and planning for physical space to support your expansion goals. Also, development plans are often needed to satisfy licensing and accreditation requirements. This course covers the essential components and techniques involved in developing a comprehensive five-year plan. We will show you an effective step-by-step planning process that involves the participation of representatives from your institution including staff, instructors, students, graduates, and the employers who hire your graduates. The process encourages participants to share their knowledge and ideas, and everyone who participates in the process ultimately becomes a stakeholder in making the plan work. The course includes planning worksheets that you can download and use to help you develop your institution’s five-year plan.
Educational institutions need to be aware of emerging employment opportunities in new and expanding fields if they are going to continue to attract students. Most licensing and accrediting agencies ask an institution for some form of feasibility study when submitting new program-add applications. The research involved in this step often requires proof of need for the program, number of anticipated job openings, and input from employers. This course outlines ways to collect data to make an effective decision and show regulatory agencies proof of employment opportunities. Step-by-step directions are included to assist institution staff in conducting effective research and preparation of curriculum to meet employer specifications.
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.