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The Institute on Financial Aid is a weeklong professional development experience in Providence, Rhode Island for new and experienced financial aid staff. Topics range from financial aid basics to advanced discussions about challenges and shared best practices. The Institute combines information-packed general sessions with small group discussions. Participants use case studies to apply basic concepts, principles, and procedures to the practical challenges of financing college. Mentoring, networking, and program management training make the conference an invaluable professional development experience.

Registration opening June 2020

The College Board offers two options:

  • New staff members (less than three years of work experience): attend the full week program to learn basic financial aid concepts such as federal methodology, types of aid, forms, applications, and verification.
  • Advanced staff members: join the final two and a half days of the Institute, which include advanced topics such as institutional methodology, professional judgment, ethics, and connections to enrollment management.

2020 Keynote Speaker- will be announced soon!

2019 Keynote Speaker

Zakiya Smith Ellis

Zakiya Smith Ellis currently serves as New Jersey’s Secretary of Higher Education, where she is responsible for the policy development and coordination of higher education activities for the state.

Smith Ellis previously led work at Lumina Foundation, the nation’s largest foundation focused solely on higher education, to advance federal policy to increase attainment, and to develop new postsecondary finance models, focusing on issues of affordability.

Prior to her work in philanthropy, Zakiya served as a Senior Advisor for Education at the White House Domestic Policy Council, where she was tasked with developing, informing, and promoting President Obama's higher education policy. She also served in the Obama administration as a Senior Advisor at the U.S. Department of Education, where she developed programmatic, policy and budget solutions to respond to pressing challenges in college access, affordability, and completion.

Before transitioning to work as a political appointee, Dr. Ellis served as Director of Government Relations for the Advisory Committee on Student Financial Assistance, where she authored reports on the efficacy of financial advising in college access programs, on community college transfer and articulation, and on the ability of low- and moderate-income families to afford college more broadly.

Earlier in her career, Zakiya worked directly with students in various capacities across the K-12 system, and her goal is to always bring those insights to her current work. She worked on staff in various capacities for Teach For America, helping to train new teachers, and for the federal GEAR UP program in East Boston, Mass., providing college preparation and financial aid information to high school students. Ellis was introduced to federal policy as an intern on Capitol Hill with the Congressional Black Caucus Foundation, working for her former hometown congresswoman.

Zakiya has been featured on C-SPAN and Fox Business News, profiled in The Chronicle of Higher Education, Diverse: Issues in Higher Education, and was twice named to Forbes 30 Under 30. She recently completed a three-year term as an appointed member on the board of directors for the National Association for College Admission Counseling (NACAC).

Dr. Ellis holds a bachelor’s degree in political science and secondary education from Vanderbilt University, a master’s degree in education policy and management from Harvard Graduate School of Education, and holds a doctorate in higher education management from University of Pennsylvania.


For more information, email Nikki Stephanou MacMillin.