CM101Internal Audits: Building a Compliant Campus
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.
CM102Raising the Bar - Compliant Communications with Students
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.
CM104Compliant Interactions: Acting with Integrity
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.
CM141FERPA and Privacy: A Practical Approach
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.
FA110Developing an Efficient Financial Aid Office
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.
FA120Default Prevention: A State of Mind
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.
FA210Application Process: Verification, C-Codes and PJ
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.
FA230Financial Aid Management - Compliance without Compromise
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.
FA231Regulatory Compliance - Outside the Financial Aid Office
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.
OP105Developing a Five-year Plan for Your Educational Institution
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.
RT104Best Practices to Enhance Student Retention
This course is a collection of ideas and best practices drawn from the implementation of enrollment growth strategies at over 300 educational institutions nationwide. The course is based on a highly successful in-service training program offered by Dr. Joe Pace, Managing Partner of The Pacific Institute and includes video delivery of Pace's presentations. Filled with practical tips and suggestions, the course also discusses the application of current research results on human behavior and organizational culture to enhance student enrollment and retention. This is a unique course that will dramatically change your perspective on institutional effectiveness.
RT105Raising the Bar to 'First-Class' Customer Service
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.