Agenda

Lessons Learned Updating Financial Aid Charge Priority Lists

Track: Student Information System (SIS)

Session Number: 9783
Date: Wed, Mar 1st, 2023
Time: 10:30 AM - 11:30 AM

Description:

This session will provide an overview of how the University of North Texas managed to streamline the use of Charge Priority Lists for all financial aid item types (federal, state, institutional) using new Charge Priority Lists, the "Use Aid Year" functionality, and Permission Lists. Our presentation will cover policy/compliance needs, changes made to setup, process changes, and how this helped transform the financial aid/student account process for Fall 2022. 
Sub-Categorization: Student Financials
Session Type: Presentation

Session Length: Regular Length (60 min)
Cross Listed Areas: trk-1593
ERP Systems: PeopleSoft
Platform Type: On-premise
Target Audience: All
Knowledge level: Intermediate
Tell us about you!: Foster - 20 years of higher education experience (Banner, PeopleSoft). 14 years at UNT in accounting, budget, student accounting, 6 years at Texas Tech University.
Sub-Categorization: Student Financials
Session Type: Presentation

Session Length: Regular Length (60 min)
Cross Listed Areas: trk-1593
ERP Systems: PeopleSoft
Platform Type: On-premise
Target Audience: All
Knowledge level: Intermediate
Tell us about you!: Foster - 20 years of higher education experience (Banner, PeopleSoft). 14 years at UNT in accounting, budget, student accounting, 6 years at Texas Tech University.

Speakers

Primary Presenter
Jason Curry
Associate Director
University of North Texas
Co-Presenter
Keenan Ivy
Associate Director
University of North Texas
Co-Presenter 3
Chris Foster
AVP, Student Financial Services
University of North Texas