» location   :   Quick Links / Training Calendar

2008 Summer Scheduled Trainings

General Information

College Assist training is structured as a series of one-day, in-depth workshops to allow for expanded coverage of topics and case studies. The four workshops cover the financial aid processes from the FAFSA through withdrawal and graduation. The workshops are geared toward new financial aid professionals, those who are new to a portion of the process, or those who would like a refresher of the basics. Workshops 1 and 2 have been designed as an introduction to the financial aid basics from the FAFSA through award notification. Workshops 3 and 4 have been designed for the financial aid professional that has a solid knowledge base of the topics offered in the Workshops 1 and 2 and cover the financial aid process from loan certification through the Return of funds. We recommend participants plan to attend all workshops in order to follow the workflow processes to completion, however, one-day registrations will be accepted.

College Assist training is provided at no cost to the participant. A continental breakfast is provided; however, participants are responsible for their own lunches.

To register online for one or more workshops, click here or click on any of the workshop titles below to go to the registration page. To sign up for workshops by phone or e-mail, request additional information, or to request training on a specific topic, contact Julia Alexander (your presenter) in the Compliance and Training Department at 303.305.3308 or e-mail Julia.Alexander@college-assist.com.

College Assist workshops are held in the Denver Place office building (downtown) at 999 18th Street, Suite 425, Denver, Colorado 80202. Take the South Terrace elevators next to the Starbucks at the entrance on 18th and Champa Streets. For driving and parking directions from I-25 click here.

Workshop 1: From FAFSA to completed ISIR
Thursday, June 26, 9:00 a.m. - 4:00 p.m.
  • FAFSA completion
  • Professional judgment and dependency overrides
  • CPS processing - database matches & federal needs analysis
  • EFC hand calculations
  • Output documents - Resolution of reject and comment codes, verification, and conflicting information
Workshop 2: Needs analysis to award letter
Friday, June 27, 9:00 a.m. - 4:00 p.m.
  • Packaging/awarding
  • COA
  • Estimated financial assistance – including treatment of alternative loans
  • Pell
  • FFELP basics
    • Loan limits
    • Frequency of annual loan limits
    • Overlapping loan periods
    • Aggregate loan limits
    • Loan proration
    • Scheduling disbursements
  • NSLDS transfer monitoring
Workshop 3: Loan certification to disbursement
Thursday, July 24, 9:00 a.m. - 4:00 p.m.

  • Advanced loan issues
    • Overlapping loan periods & academic years
    • Aggregate loan limits on NSLDS
    • Loan proration
  • Master promissory notes
  • Loan certification
    • StudentLoanOnLine
  • Entrance and exit loan counseling
    • Mapping-Your-Future
  • Disbursement rules & continued eligibility
    • Satisfactory academic progress and enrollment changes
  • Late disbursements
  • Cash management
    • Authorizations and notifications
  • Alternative loan issues

Workshop 4: Withdrawal to return of funds
Friday, July 25, 9:00 a.m. - 2:00 p.m.

  • Withdrawals
  • Return of Title IV Funds
    • College Assist guarantee system
    • Refunds versus cancellations
  • Repayment / overpayment

  Future Offerings
Fall 2008 Dates:

Workshop 1: From FAFSA to completed ISIR November 6, 2008
Workshop 2: Needs analysis to award letter November 7, 2008
Workshop 3: Loan certification to disbursement November 20, 2008
Workshop 4: Withdrawal to return of funds November 21, 2008

» location   :   Quick Links / Training Calendar