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• Verification Workshop - Recording Access from 2/29/24 and Zoom Access for 4/29/24

  • When
    29 Apr 2024
  •  
    10:00 AM - 12:00 PM
  • Location
    Virtual

  Register

  
  

  Verification Workshop

  
  

  This will be a great workshop for only $45! Please join Robert Weinerman from Iron Bridge Resources as he provides updates on the following items:
  

  • What’s New in 2022 Taxes?
  • Federal Tax Information (FTI)
  • Consent and Approval
  • Proper Use, Labeling, and Redistribution of FTI
  • V1 Verification
  • FAFSA Data on the 2022 Tax Forms
  • Changes to the FAFSA Parent of Record and Family Size
  • Changes to FAFSA Tax Data
  • Changes to FAFSA Asset Data
  • Maximum, Minimum, & Scheduled Pell Grants
  • Maximum Pell Grant and the Foreign Earned Income Exclusion
  • Who is Required to File a Tax Return?
  • Splitting an Individual’s FAFSA Data Out of a Joint Tax Return

  The program includes real reviews of non-filers who should (and do not have to) file a tax return, a step-by-step splitting of an AGI and tax out of a joint return, actual Maximum and Minimum Pell eligibility calculations, and a case study involving Maximum Pell and the Foreign Earned Income Exclusion.

  
  

  We look forward to you joining us! Tri-State membership is required and you can sign up to be a member as part of the registration for this training. 

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• Understanding Data Privacy and Breach Reporting:

  • When
    30 Apr 2024
  •  
    12:00 PM - 1:00 PM

  Greetings!

  
  

  The Professional Development and Training Committee would like to invite you to our next virtual workshop on Tuesday, April 30, 2024 at 12:00pm (EST). 

  This session will provide an overview of many privacy requirements impacting enrollment practices and the expectations and requirements related to reporting breaches. We'll talk about policy and procedure best practices institutions might consider and will close with a Q&A period and conversation amongst participants. We look forward to seeing you there!

  Presenter: Gena Boling, Associate Vice Provost for Enrollment and Chief Enrollment Compliance Officer at Cornell University and EASFAA Vice President-Elect

  
  

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• Neophyte Training - Summer 2024

  • Start
    15 Jul 2024
  • End
    18 Jul 2024
  • Location
    Salisbury University, MD
  • Spaces left
    39

  Register

  
  

  Neophyte Training - 2024

  
  

  This is a great comprehensive overview of financial aid. The training will be held Monday, July 15th through Thursday, July 18th at Salisbury University in Salisbury, MD.

  The training will provide a complete overview of financial aid for new and/or seasoned financial aid professionals who would like refresher training! Our tentative agenda will include:

  • The history of financial aid
  • Diversity
  • Working with intergenerational students and co-workers
  • 2 NASFAA Credential sessions
  • FAFSA 101
  • Verification basics
  • Professional judgement
  • Types of financial aid
  • Loans
    
  • The care and feeding of your career
  • Tri-State information/overview of who we are in DE-DC-MD and what we do as an organization!

  This training is offered over 4 days and 3 nights; commuter price is available for those Tri-State members not needing overnight accommodations.

  All meals will be provided and overnight accommodations are available in the high rise residential dorm (single rooms; shared bathrooms in quad area).

  
  

  Early Bird Pricing through June 21, 2024

  Commuters (no overnight accommodations, but meals are included): $525
  Residents (overnight accommodations included and meals included): $600*
  

  
  

  *After June 21st, resident pricing will go up to $650.

  
  

  We look forward to you joining us! Tri-State membership is required and you can sign up to be a member as part of the registration for Neophyte training. 

  Space is limited, so sign up today!

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