Train your entire shop on important FERPA regulatory obligations to protect your institution from civil liability, negative publicity, and possible exclusion from federal aid programs. This program will cover:
Which general shop information is covered under FERPA regulations
How to determine if a particular piece of shop information is covered or exempt
How the regulations have changed your shop’s obligations
Case studies for particularly troubling, yet common, information
How the FERPA requirements fit into your greater regulatory obligations
Every staff member needs to be trained on FERPA. Add the recording to your training library to train new hires and give veteran fundraisers a refresher.
Who should attend?
All U.S. advancement stakeholders who retrieve and/or use alumni data will benefit from attendance. Novice participants will leave able to ensure that all FERPA requirements are addressed in every data request. Decision-makers will walk away with key information to consider when forming shop policy. Both groups will gain from a discussion of common shop information issues through a case-study format.
Agenda
FERPA Definitions
How Does FERPA Apply to Advancement?
The Five Key Provisions to Know
Excluded from the education record
Directory information
Legitimate educational interest
In connection with financial aid
Written consent
Other Important Considerations
The definitions of “attendance” and “no longer a student”
Clarification of parental disclosures
Identification and authentication of identity
Data sharing
Looking at the Big Picture: Case Study Example
Takeaways: Your Regulatory Obligations and Ethical Standards
