February 2014 SmartSessions
Your MBTI Leadership Style in the Financial Aid Office: Where the Rubber Meets the Road
New directors are often faced with personnel and team-building challenges as soon as they start the job. Do you know how to use your MBTI style preference to manage and build your team? Using results from your MBTI assessment, participants will review case studies of best practices for managing conflict, building trust, delegating work, and communicating with peers. You will understand how the MBTI types and your style preferences inform specific ways you can interact with peers, direct reports, and senior leadership to ensure a successful transition to your new role.
Presenters:
Janet Dodson – Associate Director, Tuition Exchange, Past NASFAA Chair, and Certified MBTI Counselor
Sara Vancil – Assistant Director of Financial Aid and Scholarships, The University of Kansas, and Certified MBTI Counselor.
Specific topics covered include:
- · What do the MBTI preferences mean for building teams and managing people?
- · What is your natural conflict management style?
- · How to use the MBTI results to improve communication
- · Putting it all together: case studies from the Financial Aid Office
February 6th @ 12 PM, Eastern time
Your MBTI Leadership Style in the Financial Aid Office: Where the Rubber Meets the Road
You and Your Data: Understanding and Communicating about Your Student Populations
New directors are frequently asked to provide comprehensive data that explains both expenditures and student outcomes. Do you know how to organize and present your data in a meaningful way? In a time of increased demand for measurable outcomes using limited dollars, it’s imperative that financial aid leaders how to present data about their programs to other campus departments, senior leadership, and trustees so they can ensure funding. This webinar will review common data requests and illustrate ways to organize data, understand patterns and trends over time, and communicate potential outcomes to other offices and decision-makers.
Speakers:
Janet Dodson – Associate Director, Tuition Exchange and Past NASFAA Chair
Susan Murphy – Senior Associate Dean of Academic and Enrollment Services, University of San Francisco
Specific topics covered include:
- · Common data requests made of financial aid leaders – why, what, and who
- · Preparing for the unexpected – trust your sources before predicting outcomes
- · Techniques for illustrating potential outcomes; tell your story before someone else does
February 18 @ 12 PM, Eastern time
You and Your Data: Understanding and Communicating about Your Student Populations
Difficult Conversations: How to Manage Conflict While Providing Customer Service
Does your front line staff know how to deal with difficult situations in positive ways? This webinar will demonstrate proven techniques for diffusing conflict while providing great customer service. The financial aid process can be frustrating and emotionally challenging for both parents and students. This heightened anxiety can play itself out in the aid office when parents and students direct anger and frustration at counselors or front line staff. Your teams’ ability to diffuse a difficult conversation and create a problem-solving approach is crucial to your customer service effort.
Presenter: Shannon Patterson, M.S., Instructor in Business Administration and Conflict Management at Argosy University.
Specific topics covered include:
- · Bridging conflict management and customer service
- · Depersonalizing anger and emotion
- · Using reflective listening to gain control
- · Strategies for problem-solving that result in trust
February 13 @ 12:00 PM, Eastern time
Difficult Conversations: How to Manage Conflict While Providing Customer Service
February 27 @ 3:00 PM, Eastern time
Difficult Conversations: How to Manage Conflict While Providing Customer Service
Successfully Navigating the Multi-Generational Workplace
The financial aid office often includes employees from the Boomers to the Milennials resulting in various work styles. Do you know how to manage this diversity and build a strong team? The complexities of working in a multi-generational environment can be rewarding if you understand how and why different age groups approach and value their work.
Specific topics covered include:
- · Understanding what each generation values
- · Learning how different generations communicate: face to face or click to click
- · Managing conflict that results from the various styles
- · Learning to value our differences
Feb. 5th @ 3 PM, Eastern time
Successfully Navigating the Multi-Generational Workplace
Feb. 11th @ 12 PM, Eastern time
Successfully Navigating the Multi-Generational Workplace
Verification: Four Simple Steps to Completion
Get the right dollars to the right students, on time. We’ll show you the easiest steps to completing verification based on recent policy changes and review common issues that arise.
Specific topics covered include:
- · Determining who needs to be verified
- · Reviewing required documentation
- · Resolving conflicting information
- · How to understand IRS transcripts – and when to ask for more information
February 4th @ 12 PM, Eastern time
Verification: Four Simple Steps to Completion
February 20th @ 3 PM, Eastern time
Verification: Four Simple Steps to Completion
Life after Loan Default
The consequences of student loan default can be devastating to your borrowers. Do you know how to explain these outcomes in meaningful ways during loan counseling sessions? If students default on their loans they will damage their credit, risk having their tax refunds and other benefits withheld, and face the possibility of wage garnishment and legal action. These penalties show on the credit report for years, making it difficult for borrowers to secure employment, get a loan to buy a car or home, rent apartments, and in some instances, secure employment. This session will help you understand these long term consequences so that you can provide effective loan counseling.
Specific topics covered include:
- · When and how default is reported to credit bureaus
- · The long term impact on credit scores and potential ramifications to borrowers
- · Options for restoring credit and loan rehabilitation
February 12th @ at 12 PM, Eastern time
Life after Loan Default
February 25th @ 3 PM, Eastern time
Life after Loan Default
Managing Loan Default: Making a Difference in 60 Minutes
Managing default prevention activity is important to your institution but requires resources and time. We can show you how to improve your default rate with just a little extra effort each month. By dedicating just 60 minutes each month, you can lower your school’s cohort default rate, and facilitate your ultimate goalundefinedhelping students avoid the negative consequences of loan delinquency and default.
Specific topics covered include:
- · Options for contacting late stage delinquent borrowers -- emails, letters, and phone calls
- · Promoting IBR and Pay As You Earn to early and mid-stage delinquent borrowers
- · Reaching out to borrowers during their grace period
February 18th @ 3 PM, Eastern time
Managing Loan Default: Making a Difference in 60 Minutes
February 27th @ 12 PM, Eastern time
Managing Loan Default: Making a Difference in 60 Minutes
Decoding CDR Reports and Correcting Data
Draft Cohort Default Rates are due to be released in February. Do you know how to review your report for accuracy? Learn how you can review CDR reports and when to challenge, appeal and adjust to ensure your school’s rate is an accurate reflection of your borrower’s experience in repayment.
Specific topics covered include:
· The Cohort Default Rate (CDR) cycle
· The Loan Record Detail report
· Challenges, Adjustment and Appeals
· Common appeal errors to avoid
February 13th @ 3 PM, Eastern time
Decoding CDR Reports and Correcting Data
February 28th @ 2 PM, Eastern time
Decoding CDR Reports and Correcting Data
