Cash Management

Start Date: March 15, 2022
Duration: 4 Weeks
Price: $299.00

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Note: After registration, the Access Course button will display, which can be used to access the course learning system. While the learning system is always available, your course will populate in your account shortly before the class start date.

 

This NASFAA U course will provide you with an overall understanding of the complex world of cash management in Title IV program administration.The course begins with the fundamentals of how academic program structure sets the cycle for disbursing and drawing down Title IV funds. Other topics include obtaining, maintaining and accounting for funds, disbursements and Title IV credit balance requirements, authorization and notifications, and a review of Tier 1 and Tier 2 regulations. This course is the perfect learning tool for intermediate and advanced level financial aid professionals and business office professionals designed to provide the necessary tools and subject matter expertise to help you understand the cash management rules and regulations. Live instruction, discussion topic collaboration, and assessments throughout the course will reinforce key course concepts. Upon passing the course, you will receive complimentary access to the credential test. 

Course Outline

  • Lesson 1: Introduction to Cash Management
  • Lesson 2: Requesting and Managing Title IV Funds
  • Lesson 3: Disbursing Title IV Funds
  • Lesson 4: Notifications and Authorizations

Course Structure

This course utilizes multiple teaching and learning methods to ensure participants develop a true understanding of the topic. Live instruction, reading assignments, discussion forums, interactive content, and assessments will reinforce key course concepts. 

As a participant of this course you will be asked to:

  • Review educational video lessons
  • Complete learning assessments
  • Engage in online discussions
  • Collaborate with other financial administrators 

Weekly due dates for assessments are included in the course syllabus, and all assessments must be submitted by the course end date. The live instruction classes last approximately one hour and are recorded for on-demand viewing by the course attendee. While attendance in the live sessions is optional, we do encourage you to attend due to the collaborative nature of the courses. Please see the Live Instruction Schedule below for this course (subject to change at the discretion of the course instructors).

The time commitment is variable, but you can expect to spend an average of six to eight hours a week on a course. The time commitment will vary based on your prior knowledge of the course topic, your experience and comfort level in the online course environment, etc.

Live Instruction Schedule 

Date

Time

Session

03/15/2022

2:00 p.m. ET

Intro Session and Lesson 1 Instruction

03/17/2022

2:00 p.m. ET

Application Session

03/22/2022

2:00 p.m. ET

Lesson 1 Review and Lesson 2 Instruction

03/24/2022

2:00 p.m. ET

Application Session

03/29/2022

2:00 p.m. ET

Lesson 2 Review and Lesson 3 Instruction

03/31/2022

2:00 p.m. ET

Application Session

04/05/2022

2:00 p.m. ET

Lesson 3 Review and Lesson 4 Instruction

04/07/2022

2:00 p.m. ET

Application Session

04/12/2022

2:00 p.m. ET

Lesson 4 Review & Wrap-Up

Course Instructors

David Downing, NASFAA U Instructor

David Downing David Downing joined NASFAA's Training and Regulatory Assistance team in 2019. Prior to joining NASFAA, he was the associate director of financial aid operations at Arizona State University responsible for oversight of verification processing and the Federal Pell Grant program. He has worked professionally in financial aid since 2004 also working at Washington State University as the assistant director of communications and at the University of Phoenix in training and content development as well as several other roles. He received his bachelor of science in business with a minor in human resource management from Western International University and master of arts in education/adult education and training from the University of Phoenix. He has also served as the communications chair, secretary, and volunteered on a variety of committees with the Western Association of Financial Aid Administrators (WASFAA). He lives in Mesa, Arizona with his wife Charity and their two boys, Skyler and Owen.

Tonya Hsiung, NASFAA U Instructor

Tonya Hsiung Tonya Hsiung joined NASFAA's Training and Regulatory Assistance team in 2019. Prior to joining NASFAA, she was the senior assistant director of financial aid at Franklin & Marshall College. Her interest in financial aid started as a work-study student and she has worked professionally in financial aid since 2002. She received a bachelor's degree in secondary mathematics education and master's degree in student affairs in higher education from Indiana University of Pennsylvania and a second bachelor's degree in business administration/accounting from Millersville University. She also volunteered for numerous committees and served for many years as the treasurer of the Pennsylvania Association of Student Financial Aid Administrators (PASFAA). She is married to her husband, Danny, and they have a daughter, Alana.

NASFAA U Course Policies

Credential Test Access

Complimentary access to the credential test is provided after successfully completing and passing the course.

Certified Financial Aid Administrator® Recertification Points

If you are a certified FAA, this course is eligible for eight Certified Financial Aid Administrator® Recertification Points (RPs). After successfully completing and passing the course, the points will automatically be added to your Dashboard.

Attendance Requirements and Due Dates

While there is flexibility built into our online courses to accommodate busy work and life schedules, our courses have weekly due dates, and all assessments must be submitted by the course end date. These due dates will be available in the syllabus, which becomes available on the first day of the course.

We also strongly encourage participation in the live instruction sessions, but archives will be available for on-demand viewing.

Technical Requirements

Your online course will be fully browser-based. We strongly recommend using Google Chrome or Firefox as your internet browser for the live instruction meetings. Internet Explorer is not supported. The audio portion of online courses will be delivered directly through your computer's speakers or attached headphones. We recommend you test your computer's ability to stream audio prior to joining the first live session. We encourage you to have a microphone set up so you can participate in our live instruction sessions, although it is not required.

Accommodations

If you require any special accommodations for this course, please contact us at nasfaa-u@nasfaa.org. Accommodations must be requested at least two weeks prior to the start of the course.

Cancellation

By submitting your registration, you agree to the following cancellation schedule:

  • $25 cancellation fee before March 10, 2022
  • $50 cancellation fee March 10, 2022 - March 14, 2022

If you do not cancel by 6:00 a.m. ET March 15, 2022, you will be responsible for the full amount of the registration fee. Medical emergencies will be rescheduled to another available course with a doctor's note.

Requests to cancel must be sent to nasfaa-u@nasfaa.org.

Additional Payment Options 

Additional Questions

For additional questions, please review the helpful guide of Online Course Frequently Asked Questions.


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