Training and Workshops

Upcoming Training Events

Navigating Difficult Conversations
February 18, 2020 @ 2:00
Presenters: Dawn Batchelor and Stephanie King

Delivering unpleasant news, discussing a delicate subject, or talking about something that needs to change can be challenging. Planning and preparing can help these conversations go smoothly and be successful.  Join this webinar as our two presenters discuss strategies and tips for approaching these conversations.  Attendees will leave feeling better equipped and confident when approaching these difficult conversations.

Dawn Batchelor is the current Senior Assistant Director of Student Financial Services at Bay Path University. She has been at the University for 8 years and was previously at Everest University for 5 years. Dawn oversees Student Financial Service Representatives, manages a portion of the student population for awards, etc.,  and performs many back office .

Stephanie King is the current Executive Director of Student Financial Services at Bay Path University.  She has been at the University for 20 years and was previously at American International College for 6 years. 

Stephanie oversees all aspects of financial aid with her team.  In addition, she also oversees the front line customer support team to assist students and their families on payment options to reconcile their tuition account balances.

Register for Navigating Difficult Conversations

 
[email protected] Webinar Series
Compliance Trends
February 25, 2020 @ 2:00
Presenter: Rebecca Flake

Does compliance keep you up at night? In this webinar we will discuss the new cybersecurity and Gramm Leach Bliley Act compliance audit requirements and many other problematic and costly compliance issues. Join us for this timely and informative session that will provide insights on what is happening in the world of Title IV compliance.

Rebecca Flake focuses on federal student financial aid matters.  She has been in the financial aid industry since 1990 in the capacities of a financial aid advisor, financial aid director and compliance auditor.

Rebecca has extensive experience in the following areas:

• Compliance reviews.
• Review and analysis of program review and compliance audit findings.
• Preparation of program review responses and appeals.
• Review of policies and procedures.
• Technical questions.
• Regulatory research.

Rebecca’s extensive, well-rounded industry experience has proved very effective in assisting both public and private institutions with complex and varying compliance matters.  Her proactive identification of compliance concerns has allowed institutions to make essential improvements to policies and procedures in advance of a federal review or compliance audit.  Her unique understanding of the “auditor perspective” allows her to provide an efficient evaluation of audit and program review findings, appropriate responses and potential resolution.

Register for Compliance Trends