Avoiding FERPA Pitfalls in the Financial Aid Office Webcast Recording



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Join us online to learn how you and your entire staff can maintain student privacy and institutional compliance by avoiding the most common FERPA pitfalls. Incorporating questions and examples submitted by webcast participants, our expert instructor will give clarification and advice on the eight areas of FERPA law that are most commonly misinterpreted. From general requests for information to specific issues involving vendors, family members, and auditors, this webcast will help you and your financial aid team give the right response every time.

Who Should Attend

Novice participants will leave able to assess every data request to make sure all FERPA requirements are addressed. Decision-makers will walk away with the key information to consider when forming departmental policy. Both groups will gain from a discussion of common information issues through a case study format.

Learning Outcome

After participating in this webcast, you will be able to avoid the common FERPA pitfalls in the financial aid office.


  • FERPA overview as it relates to financial aid work
  • 8 common FERPA problem areas in financial aid
    • Requests received
    • Loans
    • 3rd party
    • Family
    • Auditors
    • Disclosures and policies
    • Methods of communication
    • FERPA training
  • How the 2009/2012 FERPA updates apply to the financial aid office


Helen B. Garrett, Executive Dean of Student Affairs, Lane Community College

Known to many as the “FERPA Princess,” Ms. Garrett is a popular speaker at industry conferences on the topic of FERPA. Her professional career began at the University of Southern California as an admissions counselor. She also worked for Whittier College, moving up through assistant and associate directors of admissions and director of recruitment positions. In 1996 she became associate director of admissions at the University of Oregon and took a position at Lane Community College (also in Eugene) in 2000 as director of enrollment services. This position turned into the associate dean of student affairs, enrollment, and student financial services in 2008. Garrett has served as the executive dean of student affairs at Lane Community College since July of 2010.


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