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Financial Aid Workshop Series
Schedule
Registration
Training by Request
Wrangling the FAFSA: the Good, the Bad, and the Ugly
Inspector Consol: Uncovering the Mystery of Aggregates
Compliance Audits: Is Your Team Reaching for the Gold?
Summer Terms
Resolving Conflicts: Verification and Conflicting Information
Professional Judgment and Dependency Overrides
EFC Hand Calculations
Eligibility Documentation: Resolution of Reject and Comment Codes
Late Disbursements
Cash Management
Checking the Stats: Satisfactory Academic Progress (SAP)
Return of Title IV Funds
FFELP Basics
Advanced Loan Packaging Issues
Specialty Loan Topics
Identity Theft – FERPA and Other Legislation Designed to Help
Correspondence v. Telecommunications Courses
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Financial Aid Workshop Series
College Assist offers an
ongoing series of day-long, in-depth workshops.
The four workshops cover the financial aid processes
from the FAFSA through withdrawal and graduation,
and offer an in-depth look at real-world situations
and case studies. These workshops are offered three
times a year at the College Assist offices.
The workshop schedule and details
are available online, or schools may request
that these workshops be offered regionally.
Workshop 1: FAFSA to Complete ISIR
Workshop 2: Needs Analysis to Award Letter
Workshop 3: Certification to Disbursement
Workshop 4: Withdrawal to Return of Funds
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Training by Request
In addition to the four regularly offered
financial aid workshops,
College Assist’s
Training Department offers presentations
on a wide variety of other important topics,
available by request as regional trainings,
Webinars, and school-specific training sessions.
For more information on any of these workshops
or to schedule a training,
contact Compliance and Training Officer
Julia.Alexander@college-assist.com.
Workshops include:
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Wrangling the FAFSA: the Good, the Bad, and the Ugly
Every financial aid professional needs
to understand the FAFSA in order to provide
the best counseling to students. In this presentation,
we offer tips for correctly answering those
tricky questions to obtain the most accurate expected
family contribution (EFC) calculations.
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Inspector Consol: Uncovering the Mystery of Aggregates
This session covers the basics of aggregate
loan limits and the NSLDS procedures for
determining aggregates after consolidation.
Includes tips for navigating NSLDS to determine
aggregates after a consolidation loan has impacted
the aggregate totals are provided.
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Compliance Audits: Is Your Team Reaching for the Gold?
The volume of work in a
financial aid office requires speed,
and the rules of the game
(laws, regulations, and policies)
require accuracy.
Certain common audit findings seem
to be pervasive across the country in
annual audits and in ED program reviews.
Learn what issues remain stumbling blocks
for the financial aid office that is
striving for the gold medal - a clean audit!
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Summer Terms
Explore this presentation
for a thorough overview of managing combined
summer terms, including financial aid
packaging, disbursement, and withdrawal
calculations.
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Resolving Conflicts: Verification and Conflicting Information
This session explains what
conflicting information is and why it needs
to be resolved. It also provides an overview
of verification, along with some common areas
for conflicting information and verification errors.
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Professional Judgment and Dependency Overrides
Designed to give an
overview of the professional judgment and
dependency override principles and limitations.
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EFC Hand Calculations
This session is designed
to help financial aid counselors understand
how the EFC is calculated so they can better
counsel students and parents, and to better
understand when PJ requests will not affect
the EFC calculation. Participants learn the
differences between the federal methodologies
by doing hand calculations of case studies that
demonstrate the various models and formulas.
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Eligibility Documentation: Resolution of Reject and Comment Codes
Here we include the basics
of acceptable documentation, which
establishes basic eligibility for
Title IV financial aid, including:
Selective Service, DHS, SSA, LDS/loan
default, VA, and drug conviction.
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Late Disbursements
This session covers the conditions of
and limitations on making late disbursements.
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Cash Management
In this session,
we cover the cash management regulations
that establish rules and procedures that
a school must follow in requesting and
managing federal student aid funds,
including scheduling and timing disbursements,
required authorizations and notifications,
and handling credit balances.
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Checking the Stats: Satisfactory Academic Progress (SAP)
Covers the rules of the game -- and some of the curve balls.
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Return of Title IV Funds
Participants work case-studies
to gain a better grasp of the return calculation
in order to better counsel students on the impact
of withdrawal on aid. Offers a thorough understanding
of Return of Title IV rules.
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FFELP Basics
This presentation features
the basics of student loans and covers topics
such as annual and aggregate loan limits,
frequency of annual loan limits, and basic
loan certification and disbursement rules.
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Advanced Loan Packaging Issues
This session covers the more advanced loan
packaging issues of loan proration,
overlapping loan periods and academic years,
and aggregate loan limits and NSLDS.
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Specialty Loan Topics
This session covers
the tricky issues related to loan
discharge and forgiveness and covers
FSA eligibility issues related to
Total and Permanent Disability discharges,
bankruptcy and additional student loans,
and the Stafford Teacher Loan Forgiveness program.
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Identity Theft – FERPA and Other Legislation Designed to Help
It is almost impossible to be
in the business of higher education and
not collect or hold personally identifying
information. If this information falls
into the wrong hands, it could put individuals
at risk for identity theft. This session is
designed to the help counselors understand how
privacy can be compromised -- as well as the
consequences of a breach -- and provides basic
steps to better the odds in your favor.
This session also covers FERPA and other
legislation designed to help lower the risks.
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Correspondence v. Telecommunications Courses
Recent changes to the
laws and regulations governing aid
and telecommunications have left schools
with questions regarding the difference
between correspondence and telecommunications
(or distance education) courses. In this
program we help you understand the
differences between the types of programs
and an overview of the special handling
requirements for correspondence courses.
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To discuss training on a topic not currently on the list, please contact Julia.Alexander@college-assist.com to submit
a request or to make a suggestion for future regional training content.
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