Student Financials Learning Opportunities Recordings
Explore topics or refresh your memory with previously recorded ctcLink learning opportunities.
Recordings are located in corresponding Canvas courses or the ctcLink Pillar Work Session Information course. Register for the course(s) at the ctcLink Training & Learning Opportunities Registration page. If you have not registered, you will receive an access denied message.
Visit the ctcLink Training and Support Activities calendar for future learning opportunities.
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Table of Contents
The following recordings are included in this QRG:
- SF Work Session: 2024 1098-T
- SF Work Session: SF Communications
- SF Training: Intermediate Third Party Contracts
- SF Work Session: 2024 1098-T
- SF/FA Work Session: Refunding Part 2
- SF Training: Intermediate Refunds
- SF/FA Work Session: Refunding Part 1
- SF Training: Intermediate Cashiering
- SF Work Session: CPL and Item Types in Depth
- SF Work Session: Best Practices for Keeping Your SF Config Clean
- BFET Item Type Configuration Training
- SF Training: 2024 Fall Welcome Back to Basics
- SF Work Session: SF Smörgåsbord
- SF Work Session: SJS Updates
- SF Session: SF Reconciliation
- SF Work Session: Write-Off Updates
- All-Pillar Learning Opportunity: End of Fiscal Year Prep
- SF Work Session: CPL's Part III
- SF Training: Third Party Reconciliation Tips
- SF Work Session: Tuition Rate Updates
- SF/FA Cross-Pillar Information Session: Keywords Update
- SF Information Session: Course/Class Fee Update - Instruction Mode
- SF Training: Mass Select Transactions
- SF Information Session: Course/Class Fee Update - Instruction Mode
- SF Work Session: 2023 1098-T's Part V
- SF Training: Collections Fundamentals
- SF/FIN Work Session: Second Journal Set UAT Kick-Off
- SF Work Session: 2023 1098-T's Part IV
SF Work Session: 2024 1098-T
SF Work Session: SF Communications
Date: 11/14/2024
Recording Link: SF Communications
Canvas Course: ctcLink Pillar Work Session Information
SF Training: Intermediate Third Party Contracts
Date: 11/7/2024
Recording Link: SF Training: Third Party Contracts
Canvas Course: SF104 Third Party Contracts
SF Work Session: 2024 1098-T
SF/FA Work Session: Refunding Part 2
Date: 10/14/2024
Recording Link: Refunding Part 2
Canvas Course: ctcLink Pillar Work Session Information
SF Training: Intermediate Refunds
SF/FA Work Session: Refunding Part 1
Date: 9/19/2024
Recording Link: Refunding Part 1
Canvas Course: ctcLink Pillar Work Session Information
SF Training: Intermediate Cashiering
Date: 9/12/2024
Recording Link: SF Training: Intermediate Cashiering
Canvas Course: SF101 Cashiering
SF Work Session: CPL and Item Types in Depth
Date: 9/9/2024
Recording Link: CPL and Item Types in Depth
Canvas Course: ctcLink Pillar Work Session Information
SF Work Session: Best Practices for Keeping Your SF Config Clean
Date: 8/29/2024
Recording Link: Best Practices for Keeping Your SF Config Clean
Canvas Course: ctcLink Pillar Work Session Information
BFET Item Type Configuration Training
Date: 8/29/2024
Recording Link: BFET Item Type Configuration Training
Canvas Course: ctcLink Pillar Work Session Information
SF Training: 2024 Fall Welcome Back to Basics
Date: 8/22/2024
Recording Links:
Canvas Courses:
SF Work Session: SF Smörgåsbord
Date: 7/29/2024
Recording Link: SF Smörgåsbord
Canvas Course: ctcLink Pillar Work Session Information
SF Work Session: SJS Updates
SF Session: SF Reconciliation
Date: 6/3/2024
Recording Link: SF Reconciliation
Canvas Course: ctcLink Pillar Work Session Information
SF Work Session: Write-Off Updates
Date: 5/23/2024
Recording Link: SF Work Session: Write-Off Updates
Canvas Course: ctcLink Pillar Work Session Information
All-Pillar Learning Opportunity: End of Fiscal Year Prep
Date: 5/20/2024
Recording Link: All-Pillar Learning Opportunity: End of Fiscal Year Prep
Canvas Course: ctcLink Pillar Work Session Information
SF Work Session: CPL's Part III
Date: 4/18/2024
Recording Link: CPL's Part III
Canvas Course: ctcLink Pillar Work Session Information
SF Training: Third Party Reconciliation Tips
Date: 3/18/2024
Recording Link: SF Training: Third Party Reconciliation Tips
Canvas Course: SF104 Third Party Contracts
SF Work Session: Tuition Rate Updates
Date: 3/15/2024
Recording Link: SF Work Session: Tuition Rate Updates
Canvas Course: ctcLink Pillar Work Session Information
SF/FA Cross-Pillar Information Session: Keywords Update
Date: 3/12/2024
Recording Link: SF/FA Cross-Pillar Info Session: Keywords Update
Canvas Course: ctcLink Pillar Work Session Information
SF Information Session: Course/Class Fee Update - Instruction Mode
Date: 3/12/2024
Recording Link: Course/Class Fee Update: Instruction Mode
Canvas Course: ctcLink Pillar Work Session Information
SF Training: Mass Select Transactions
Date: 2/26/2024
Recording Link: SF Training: Mass Select Transactions
Canvas Course: SF101 Cashiering
SF Information Session: Course/Class Fee Update - Instruction Mode
Date: 2/13/2024
Recording Link: Course/Class Fee Update: Instruction Mode
Canvas Course: ctcLink Pillar Work Session Information
SF Work Session: 2023 1098-T's Part V
Date: 2/12/2024
Recording Link: 2023 1098-T's
Canvas Course: ctcLink Pillar Work Session Information
SF Training: Collections Fundamentals
Date: 1/22/2024
Recording Link: SF Training: Collections Fundamentals
Canvas Course: SF105 Collections
SF/FIN Work Session: Second Journal Set UAT Kick-Off
Dates: 1/11, 1/16, and 1/18/2024
Recordings Link: SJS UAT Kick-Off
Canvas Course: ctcLink Pillar Work Session Information
SF Work Session: 2023 1098-T's Part IV
Learning Opportunities Archive
The following recordings are included in this 2023 Archive:
- Third Party Basics
- 2023 1098-T's Part III
- Term Roll Fundamentals
- 2023 1098-T's Part II
- CPL's Part II
- 2023 1098-T's Part I
- College in High School Updates
- Award Adjustments and the FARP/FARC Process K
- Cashiering, Refunds, and Payment Plans
- Running Start Updates and ctcLink Functionality Review
- Running Start Updates and ctcLink Functionality Review
- Introduction to BFET
- Charge Priority Lists (CPL's)
- Enrollment Cancellation
- Alternative Loans K
- Which Flavor of Waiver
- Running Start Updates
- Running Start Updates
- New Term Fee Updates and Validation
- Collections through Write-Off
- FA/SF/FIN End-to-End Processing
- Item Type Security Open Q&A
- 2022 1098-T's Part V
- Open Q&A - Third Party's
- Third Party's
- Item Type Security Part II
- Item Type Security Part I
- Open Q&A - Disbursements to Refunds End to End Process K
- Disbursements to Refunds End to End Process K
- 2022 1098-T's Part IV
Many of the 2023 session recording links have been removed (we have left this heading for historical purposes). For more recent sessions related to the various topics, you may want to review the Student Financials Learning Opportunity Records QRG. Additionally, QRGs in the ctcLink Reference Center are your most reliable source for current information.
SF Training: Third Party Basics
Date: 12/11/2023
Recording Link: SF Training: Third Party Basics
Canvas Course: SF104 Third Party Contracts
SF Work Session: 2023 1098-T's Part III
SF Training: Term Roll Fundamentals
Date: 11/20/2023
Recording Link: SF Training: Term Roll Fundamentals
Canvas Course: SF106 Term Roll/Item Types/GL
SF Work Session: 2023 1098-T's Part II
SF/FA Cross-Pillar Work Session: CPL's Part II
SF Work Session: 2023 1098-T's Part I
SF Work Session: College in High School Updates
Date: 10/13/2023
Recording Link: College in High School Updates
Canvas Course: SF100 Tuition Calculation
FA/SF Cross-Pillar Intermediate Training: Award Adjustments and the FARP/FARC Process
Date: 10/3/2023
Recording Link: FA/SF Cross-Pillar Training: Award Adjustments and the FARP/FARC Process
Canvas Course: SF102 Refunds
Fall Welcome Back to Basics: Cashiering, Refunds, and Payment Plans
Date: 9/12/2023
Recording Link: Fall Welcome Back to Basics
Canvas Courses: SF101 Cashiering; SF102 Refunds; SF103 Payment Plans
SF Work Session: Running Start Updates and ctcLink Functionality Review
Date: 8/30/2023
Recording Link: Running Start Updates and ctcLink Functionality Review
Canvas Course: SF100 Tuition Calculation
SF Work Session: Running Start Updates and ctcLink Functionality Review
Date: 8/28/2023
Recording Link: Running Start Updates and ctcLink Functionality Review
Canvas Course: SF100 Tuition Calculation
FA/FIN/SF Cross-Pillar Training: Introduction to BFET
Date: 8/28/2023
Recording Link: Introduction to BFET Recording
Canvas Course: SF100 Tuition Calculation
SF Work Session: Charge Priority Lists (CPL's)
Date: 8/23/2023
Recording Link: Charge Priority Lists (CPL's)
Canvas Course: SF106 Term Roll/Item Types/GL
CS Core/SF Training: Enrollment Cancellation
Date: 8/21/2023
Recording Link: Enrollment Cancellation Recording
Canvas Course: SR103 Enrollment, SF100 Tuition Calculation
FA/SF Cross-Pillar Training: Alternative Loans
CS Core/SF Training: Which Flavor of Waiver
SF Work Session: Running Start Updates
SF Work Session: Running Start Updates
SF Work Session: New Term Fee Updates and Validation
Date: 5/22/2023
Recording Link: New Term Fee Updates and Validation
Canvas Course: SF106 Term Roll/Item Types/GL
SF Work Session: Collections through Write-Off
Date: 5/17/2023
Recording Link: Collections through Write-Off
Canvas Course: SF105 Collections; SF205 Intermediate Collections
FA/SF/FIN End-to-End Processing
Date: 4/24/2023
Recording Link: FA/SF/FIN End to End Process Recording
Canvas Course: SF 106 (Term Roll/Item Types/GL)
SF Work Session: Item Type Security Open Q&A
Date: 4/12/2023
Recording Link: Item Type Security Open Q&A
Canvas Course: SF106 Term Roll/Item Types/GL
SF Work Session: 2022 1098-T's Part V
SF Training: Open Q&A - Third Party's
Date: 3/27/2023
Recording Link: Open Q&A - Third Party's Training Session Recording
Canvas Course: SF104 Third Party Contracts
SF Training: Third Party's
Date: 3/20/2023
Recording Link: Third Party's Training Session Recording
Canvas Course: SF104 Third Party Contracts
SF Work Session: Item Type Security Part II
Date: 3/8/2023
Recording Link: Item Type Security Part II
Canvas Course: SF106 Term Roll/Item Types/GL
SF Work Session: Item Type Security Part I
Date: 2/16/2023
Recording Link: Item Type Security Part I
Canvas Course: SF106 Term Roll/Item Types/GL
FA/SF Cross-Pillar Training: Open Q&A - Disbursements to Refunds End to End Process
Date: 2/6/2023
Recording Link: FA/SF Open Q&A - Disbursements to Refunds End to End Process Training Session Recording
Canvas Courses: FA103 Authorizing and Disbursing Financial Aid, SF 102 Refunds
FA/SF Disbursements to Refunds End to End Process
Date: 1/30/2023
Recording Link: FA/SF Disbursements to Refunds End to End Process Training Session Recording
Canvas Courses: FA103 Authorizing and Disbursing Financial Aid, SF 102 Refunds
SF Work Session: 2022 1098-T's Part IV
The following recordings are included in this 2022 Archive:
- Open Q&A - Term Roll/Waivers/Tuition Calculation
- Tuition Calculation
- Waivers
- Term Roll
- Open Q&A - Refunds/Running Start/Collections
- Collections
- Running Start
- Refunds R
- Open Q&A - Cashiering/Payment Plans/Third Party Contracts R
- Third Party Contracts and Payment Plans
- Enrollment Cancellation
- Cashiering R
- Item Types 102 (Practicum)
- Item Types 101 (Theory)
Many of the 2022 session recording links have been removed (we have left this heading for historical purposes). For more recent sessions related to the various topics, you may want to review the Student Financials Learning Opportunity Records QRG. Additionally, QRGs in the ctcLink Reference Center are your most reliable source for current information.
Open Q&A - Term Roll/Waivers/Tuition Calculation
Date: 11/28/2022
Recording Links: Waivers and Tuition Calculation Training Session Recording, Term Roll Training Session Recording
Canvas Courses: SF100 Tuition Calculation, SF 106 Term Roll/Item Types/GL
Tuition Calculation
Date: 11/21/2022
Recording Link: Tuition Calculation Training Session Recording
Canvas Course: SF100 Tuition Calculation
Waivers
Date: 11/14/02022
Recording Link: Waivers Training Session Recording
Canvas Course: SF100 Tuition Calculation
Term Roll
Date: 11/7/2022
Recording Link: Term Roll Training Session Recording
Canvas Course: SF106 Term Roll/Item Types/GL
Open Q&A - Refunds/Running Start/Collections
Date: 10/31/2022
Recording Links: Refunds Training Session Recording, Running Start Training Session Recording, Collections Training Session Recording
Canvas Courses: SF100 Tuition Calculation, SF 102 Refunds, SF 105 Collections
Collections
Date: 10/24/2022
Recording Link: Collections Training Session Recording
Canvas Course: SF105 Collections
Running Start
Date: 10/17/2022
Recording Link: Running Start Training Session Recording
Canvas Course: SF100 Tuition Calculation
Refunds
Open Q&A - Cashiering/Payment Plans/Third Party Contracts
Date: 9/12/2022
Recording Links: Cashiering Training Session Recording, Payment Plans Training Session Recording, Third Party Training Session Recording
Canvas Courses: SF101 Cashiering, SF103 Payment Plans, SF104 Third Party Contracts
Third Party Contracts and Payment Plans
Date: 9/7/2022
Recording Links: Third Party Contracts Training Session Recording, Payment Plans Training Session Recording
Canvas Courses: SF100 Tuition Calculation, SF101 Cashiering, SF103 Payment Plans, SF104 Third Party Contracts, SF106 Term Roll/Item Types/GL
Enrollment Cancellation
Date: 8/30/2022
Recording Link: Enrollment Cancellation Training Session Recording
Canvas Courses: SR103 Enrollment, SF100 Tuition Calculation
Cashiering
Date: 8/29/2022
Recording Link: Cashiering Training Session Recording
Canvas Courses: SF100 Tuition Calculation, SF101 Cashiering, SF106 Term Roll/Item Types/GL
Item Types 102 (Practicum)
Date: 8/22/2022
Recording Link: Item Types 102 (Practicum) Training Session Recording
Canvas Course: SF106 Term Roll/Item Types/GL
Item Types 101 (Theory)
Date: 8/15/2022
Recording Link: Item Types 101 (Theory) Training Session Recording
Canvas Course: SF106 Term Roll/Item Types/GL
