Cash Management

NASFAA U Online Courses LogoStart Date: May 4, 2020
Duration: 4 weeks
Cost: $299 per registrant (members and non-members)

Registration for this course has closed.


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.

Live instruction, discussion topics, and learning assessments 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 Get-Together schedule below for this course (subject to change at the discretion of the course instructors).

Live Instruction Schedule





2:00 pm ET

Intro Session and Lesson 1 Instruction


2:00 pm ET

Application Session


2:00 pm ET

Lesson 1 Review and Lesson 2 Instruction


2:00 pm ET

Application Session


2:00 pm ET

Lesson 2 Review and Lesson 3 Instruction


2:00 pm ET

Application Session


2:00 pm ET

Lesson 3 Review and Lesson 4 Instruction*


2:00 pm ET

Application Session


2:00 pm ET

Lesson 4 Review & Wrap-Up

*Tuesday class due to federal holiday

Credential Test Access

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

Course Instructor

Lissa PowellLissa Powell joined NASFAA in 2017 as the Presentation and Content Development Specialist. Lissa received both her bachelor's and master's degrees from Samford University in Birmingham, Alabama. She has worked for more than 20 years in the financial aid industry, previously serving as the Director of Financial Aid at Samford University and the Associate Director of Financial Aid at the University of Alabama at Birmingham. She served as Regional Training Executive with USA Funds University for 8 years, and has been active on the boards of both AASFAA (Alabama) and SASFAA.  Lissa telecommutes from Birmingham, Alabama where she lives with her husband Jay. She enjoys traveling, spending time with her nieces and nephews and experimenting in the kitchen.

David DowningDavid Downing joined NASFAA's Training and Regulatory Assistance team in October 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 for a little over 15 years 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 has been married to his high school sweetheart, Charity, for sixteen years and they live in Mesa, AZ with their two boys, Skyler age nine, and Owen age five.

Amy CableAmy Cable is the Executive Director of Process Improvement at the Louisiana Community and Technical College System. Amy is an experienced leader within experience in education and training, enrollment management and Financial Aid. Throughout her career, she co-authored "Developing Your Star Qualities: Preparing Yourself to Become the Director,” serves on the NASFAA Publications Editorial Board, and presented on many financial aid and enrollment management topics. She serves as the past-president of the Louisiana Association of Student Financial Aid Administrators and president-elect for the Southwest Association of Student Financial Aid Administrators.  She is passionate about education, learning and volunteering. Amy holds a Bachelor of Arts in Criminal Justice, a Master of Public Administration, and a Doctorate of Education from the University of Memphis. She loves to bake and spending time in New Orleans.

NASFAA U Course Policies

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.


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


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

  • $25 cancellation fee before May 1, 2020
  • $50 cancellation fee May 1, 2020 - May 3, 2020

If you do not cancel by 6:00 a.m. ET, May 4, 2020, 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

Additional Questions

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

Related Content

Cash Management


Cash Management Test


View Desktop Version