Student Financial Services Higher Education Academy

Learning Outcomes
Certification through the HECCM program demonstrates to officials that you, the Higher Education Credit Manager, are credentialed in the subjects necessary to effectively administer your department.

An examination is given and participants that earn a passing grade and have completed the Higher Education Certified Credit Manager program will receive the HECCM Credential and Digital Badge to own and share proudly with colleagues and employers.

Course Agenda

Subject Matter Detail

Module 1 – Compliance and Regulations

Duration – 5.0
Courses

REGU-111    Bankruptcy
REGU-113    The Family Educational Rights and Privacy Act (FERPA)
REGU-115    Fair Credit Reporting Act (FCRA)
REGU-117    Fair Debt Collection Practices Act (FDCPA)
REGU-119    Graham-Leach-Bliley Act (GLBA)
REGU-121    Unfair, Deceptive or Abusive Acts or Practices (UDAAP’s)
REGU-123    Servicemembers Civil Relief Act(SCRA) Formerly SSCRA
REGU-125    General Data Protection Regulation (EU GDPR)
REGU-129    Red Flag – Identity theft policy – Information Security/Data

 
Module 2 – Strategy and Procedure

Duration – 4.0

PLCY-111 Writing Policy and Procedures – The Who, What, Why and How to do Them
Do you have written procedures for everyday functions? Are your Procedures documented so that every time a situation comes up, you and your staff know the policy and how to handle the situation? You should, and in this session we will look at many Procedures that your office deals with and the best way to document and develop policies. The session will be interactive and at the conclusion you will have a Blueprint that can be applied to updating policies and procedures on your Campus.

• Definitions
• Writing a Policy Step by Step
• Flow Chart of Document Information
• Starting the Procedures
• Procedure Layout
• Finalizing your Policy and Procedures

MGMT-103    Selecting and Working with Vendors
Choosing and Evaluating Collection Agencies in a Higher Education Environment. This is a session that evolved from a series of case studies from the Campus perspective. It will cover:

• When and How to evaluate new and continuing Collection Partners for contracts
• Developing and writing Bids, RFP and RFI
• Evaluating bids and selecting new collection partners
• Methods to fairly evaluate agency results for future placements
• Setting expectations and how to make your school a priority

Managers and Collectors will benefit from the information provided in this session.

MGMT-101 Partnering with Collection Agencies. Performance Ratings and Determining Placements

MGMT-105 Litigation – Pros/Cons and Doing it Yourself
This session will cover the Good, the Bad and the Ugly when it comes to litigation including:

• Litigation as a viable collection measure, when appropriate
• Cost effectiveness
• School image
• What you’ll need to win your case
• Procedures to do it yourself

PRCS-103 Outreach
When Student Retention and Student Debt was reigning as key issues on every campus this presentation introduced the thinking behind and process that has helped University Collection Departments find partners in other offices to set records retaining students and resolving their financial issues.

We will discuss:
Cross department teamwork partnering with:

• Academic departments and advisors
• Financial aid
• Computer services
• Establishing a plan that works from billing through write-off

The presentation will take you from idea through implementation and give you a model that you too can employ

PRCS-101 Office Efficiencies and Process Improvement
This session will help a new leader or a seasoned one take a step back and evaluate if the office is running as efficiently as it could. I will share my experience with overseeing a large team and spotting inefficiencies, service issues, gaps, pain points and areas for improvement. 

Module 3 – Leading Your Department

Duration – 4.0

DEFN-101     Bursar Daily Operations – A two session study
MGMT-107   Dealing with Difficult People – employees, customers, parents, co-workers
COLL-105     Multi Channel Communications
MGMT-109  Collections Administration – Collect like an Agency
PRCS-107     Department Image and Social Media Presence 

Module 4 – Staff Performance

Duration – 4.0

TEAM-101     Staff Performance
TEAM-101a   Staff Development – Hiring, Cross training and promotion – Training on expectations of the jobs within the department
TEAM-101b   Managing Diverse staff in Team orientation
TEAM-101c   Team Building – Setting goals – measuring and rewarding Staff
TEAM-101d   Yearly & Quarterly Evaluation of Staff Members
TEAM-101e   Progressive discipline to termination