Cash Management: Moving Beyond the Tiers

Webinars LogoDate: Wednesday, May 10, 2017
Time: 2:00 PM ET
Duration: 90 minutes
Price: $120 members/$240 nonmembers. Free for webinar package purchasers and Value Plus members, but users must register in advance.

Changes to cash management regulations in the Final Rules published on October 30, 2015, stress the importance of students having convenient and timely access to their Title IV funds, including payment of their Title IV credit balances. These changes affect the manner in which schools provide students with a means to obtain required books and supplies, determine current-year versus prior-year charges, and prorate institutional charges. The Final Rules also introduced the concepts of Tier One (T1) and Tier Two (T2) arrangements to describe methods many schools use to assist in the delivery of Title IV funds, placed certain restrictions on such arrangements, and established related disclosure and reporting requirements. Join Susan Shogren, NASFAA Assessment and Project Coordinator, to explore what you need to know to help ensure your institution’s compliance with changes to cash management requirements.

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  • Susan Shogren, Assessment and Project Coordinator, NASFAA


  • David Tolman, Instructional Content Specialist, NASFAA 


After attending this training webinar, participants should be able to:

  • Determine whether their schools are in compliance with cash management regulations
  • Describe the most recent changes in the cash management regulations, including effective dates
  • Develop a plan for ensuring compliance  


We want to ensure we are delivering the most pertinent information to our webinar audience. To assist us in preparation for this webinar, please take this opportunity to share questions you would like addressed on this related subject.


Please register prior to the start of the webinar. If you miss the live webinar, an on-demand archive will be available for purchase shortly after the event.

If you require any special accommodations for this event, please contact us at Accommodations must be requested two weeks prior to the event. 

Value Plus Member and Webinar Package Purchasers Registration Process

  • Due to email solicitation laws, we are unable to automatically register Value Plus members and  webinar package purchasers for each event. If you plan to view the live webinar, please register now. As you complete this process, your purchase price will be reduced to zero* at check-out. Registrants will receive confirmation emails from ON24 once or twice before the start of each live webinar.
  • If you do not plan to watch the live webinar, you can order access to the on-demand webinar when available. Again during the purchase process, the price will be reduced to zero*. On-demand archive availability is listed for each webinar when the archive is ready; however please note that archived webinars may be removed from the store at any time if the content becomes out-of-date due to regulatory changes.

*The zero check-out prices will only appear if your institution has paid for the 2016-17 Webinar Package or is a Value Plus member. Please contact Membership Services with questions, or for additional invoices.

Publication Date: 5/10/2017

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