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Distance Learning
Distance Learning

OD: Understanding ED’s New Cash Management Rules

Recorded on Wednesday, November 18, 2015 1:00PM ET


Final rules from the Department of Education impose a number of new requirements on colleges and universities that use a third-party servicer or bank to help pay Title IV credit balances to students or have a deal with a bank to offer accounts to students.  Learn what you will need to do to comply.


After participating in this program you will be able to:   

  • Determine which requirements apply to your situation, and which don’t
  • Understand the questions you need to ask your vendors/financial institution partners
  • Delineate the steps to take to comply with the new rules


  • Joan Piscitello, treasurer, Iowa State University    
  • Anne Gross, vice president, regulatory affairs, NACUBO


  • Bursars and student financial services staff
  • Chief business officers
  • Campus card program staff
  • Chief finance officers
  • Student financial aid directors

Course Information

  • Length: 100 minutes


Member Site Registration: $189.00
Non-Member Site Registration: $219.00


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CPE Information

NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: