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General Information
College Access Network
training has been redesigned, per school requests and feedback, to better meet the needs of school financial aid professionals. The training is now structured in 1-day in-depth workshops to allow for expanded coverage of topics and case studies. Training workshops will cover the work processes from the FAFSA to withdrawal and graduation. Workshops 1 and 2 have been designed as an introduction to the financial aid basics and the FFEL program. These workshops are geared toward new financial aid professionals. 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. 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 Access Network
training is provided at no cost to the participant. A continental breakfast is provided, however participants are responsible for their own lunches.
To sign up for training, request additional information, or to request training on a specific topic, contact Julia Alexander (your presenter) in the Compliance, Training and Investigation Department (CTI) at 303-305-3308 or e-mail
[email protected]
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Workshop 1: From FAFSA to completed ISIR
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Thursday, February 2, 9:00 a.m. - 4:00 p.m.
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FAFSA completion
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Professional judgment and dependency overrides
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CPS processing - database matches & federal needs analysis
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EFC hand calculations
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Output documents - Resolution of reject and comment codes, verification, and conflicting information
Workshop 2: Needs analysis to award letter
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Friday, February 3, 9:00a.m. - 4:00 p.m.
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Packaging/awarding
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COA
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Estimated financial assistance – including treatment of alternative loans
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Pell
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FFELP basics
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Loan limits
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Frequency of annual loan limits
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Overlapping loan periods
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Aggregate loan limits
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Loan proration
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Scheduling disbursements
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NSLDS transfer monitoring
Workshop 3: Loan certification to disbursement
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Thursday, February 16, 9:00a.m. - 4:00 p.m.
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Master promissory notes
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Loan certification
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Entrance and exit loan counseling
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Disbursement rules & continued eligibility
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Satisfactory academic progress and enrollment changes
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Late disbursements
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Cash management
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Authorizations and notifications
Workshop 4: Withdrawal to return of funds
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Friday, February 17, 9:00 a.m. - 2:00 p.m.
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Withdrawals
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Return of Title IV Funds
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College Access Network
guarantee system
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Refunds versus cancellations
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Repayment / overpayment
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