[ctcLinkfinaidsupport] Reminder: SF/FA Cross-Pillar Work Session: CPL's Part II

Alec Risk arisk at sbctc.edu
Thu Nov 9 07:58:02 PST 2023


[Sent from outside SBCTC]

Just a reminder!

-----Original Appointment-----
From: Alec Risk On Behalf Of Cisco Webex
Sent: Friday, October 27, 2023 9:32 AM
To: ctclinksme_stufin at lists.ctc.edu; Kelly Forsberg via ctcLinkfinaidsupport
Subject: SF/FA Cross-Pillar Work Session: CPL's Part II
When: Thursday, November 9, 2023 1:00 PM-3:00 PM (UTC-08:00) Pacific Time (US & Canada).
Where: https://sbctc.webex.com/sbctc/j.php?MTID=m096901f1f4caecbbb9efdae3aa0220c2

Good Morning,

Please join us for the SF/FA Cross-Pillar Work Session: CPL's Part II<https://www.sbctc.edu/calendar?trumbaEmbed=view%3Devent%26eventid%3D170730270> on November 9th, 2023 from 1pm to 3pm.

Do your student accounts have unapplied balances…does your financial aid properly apply to appropriate charges…do you submit tickets asking for help with item type configuration? If so, you need to take part in this session!

Objectives:

  *   Understand the reconciliation queries used in FA to track what is ‘unapplied’ to Customer Accounts.
  *   Understand CPLs and Tree Nodes in more depth.
  *   Understand how to review available queries which shows Item Type priority conflicts.
  *   Understand the need to refurbish your institution’s FA Item Type CPLs based on the review resources shared at the session.
Primary Audience: Student Financials Staff; Financial Aid Staff
Presenter/Facilitator: SBCTC SF and FA Support Teams
Contact Name: Alec Risk
Contact Email: arisk at sbctc.edu<mailto:arisk at sbctc.edu>

This session will be recorded and added to the ctcLink Pillar Work Session Information Canvas Course under the Additional Resources. Please note, in order to access Training Recordings, the specific Canvas Course needs to be completed. You can register for SBCTC Canvas Courses through the Accessing ctcLink Courses on Canvas<https://www.sbctc.edu/colleges-staff/it-support/erp-support/ctclink-training/accessing-courses-on-canvas#:~:text=ctcLink%20Canvas%20Course%20Enrollment,in%20their%20personal%20Canvas%20dashboard.> page.

The law requires consent prior to recording a person’s participation in an event. Your participation in this video conference (training) equals consent to be recorded, as required by law. If you do not consent to being recorded but choose to participate, please turn your camera off and use the chat feature to interact with the other participants.

SBCTC is committed to providing equal access for individuals with disabilities to its programs and events in accordance with the ADA and section 504 of the Rehabilitation Act. Please submit accommodation requests as soon as possible to the event organizer.

Thank you!

[Compass]Alec Risk
M.B.A., M.S.M.L.
Functional Trainer - Student Financials
Washington State Board for Community and Technical Colleges
arisk at sbctc.edu<mailto:arisk at sbctc.edu>


When it's time, join the Webex meeting here.


Join meeting<https://sbctc.webex.com/sbctc/j.php?MTID=m096901f1f4caecbbb9efdae3aa0220c2>


More ways to join:

Join from the meeting link
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Join by meeting number
Meeting number (access code): 2660 381 0786

Meeting password:
mUGJpS5My53


Tap to join from a mobile device (attendees only)
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Join by phone
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Join from a video system or application
Dial 26603810786 at sbctc.webex.com<sip:26603810786 at sbctc.webex.com>
You can also dial 173.243.2.68 and enter your meeting number.




If you are a host, click here<https://sbctc.webex.com/sbctc/j.php?MTID=ma83a1c8e44d21cca6987a7320fd42db8> to view host information.

Need help? Go to https://help.webex.com


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