Professional Development & Staff Training for Student Accounts

Strong student accounts operations begin with knowledgeable, confident, and well-trained professionals. StepPro Bursar Services provides comprehensive, hands-on training designed specifically for higher education business offices, equipping staff with the knowledge, technical skills, and confidence needed to manage today's complex student financial operations.

Our training combines regulatory compliance, operational best practices, Banner Student Accounts expertise, and real-world bursar leadership experience to help staff improve accuracy, strengthen internal controls, enhance customer service, and deliver a positive student financial experience. Whether onboarding new employees, developing future leaders, or strengthening the capabilities of an experienced team, our customized training programs are tailored to your institution's policies, systems, and operational goals.

Training Topics Include:
• Student Accounts Fundamentals
• Banner Student Accounts
• Tuition and Fee Assessment
• Student Billing and Account Maintenance
• Accounts Receivable Management
• Collections and Delinquency Management
• Payment Plans and Third-Party Billing
• Cashiering Operations and Cash Controls
• Student Refund Processing
• Title IV Credit Balance Regulations
• Title IV Compliance
• IRS 1098-T Reporting
• FERPA and Student Privacy
• PCI DSS Compliance
• Internal Controls and Audit Readiness
• Business Office Reporting and Analytics
• Customer Service and Difficult Student Conversations
• Standard Operating Procedure (SOP) Development
• Cross-Department Collaboration
• Leadership Development for Future Bursars and Business Office Managers

Flexible Training Delivery

Training can be delivered remotely or on-site and is available as individual workshops, multi-day boot camps, leadership development programs, new employee onboarding, process-specific training, or customized institutional learning programs. Every session includes practical examples, higher education best practices, and actionable tools that participants can immediately apply within their daily responsibilities.
Our objective is simple: build confident, knowledgeable, and highly effective business office teams that strengthen compliance, improve operational efficiency, enhance the student experience, and support your institution's long-term financial success.