Sample Institute Schedule

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The schedule below from last year’s Institute on Financial Aid offers more details about the conference. Check back soon for this year’s schedule.

Monday
7:30–8:30 a.m. Registration/Breakfast
8:30–8:45 a.m. Introduction
8:45–9:45 a.m. Opening Keynote  

 

9:45–10:15 a.m. Prior-Prior Year  
10:15–10:30 a.m. Break
10:30 a.m.–noon Financial Aid Forms and Applications  
Noon–12:45 p.m. Lunch
12:45–1:15 p.m. Small Group: Forms and Applications
1:15–2:15 p.m. Security and Confidentiality  
2:15–3:30 p.m. Student Academic Progress  
3:30–3:45 p.m. Break
3:45–4:15 p.m. Determining Cost of Attendance and Need  
4:15–5:15 p.m. Small Group: Monday Recap
5:15–6:45 p.m. Reception
Tuesday
7:30–8:30 a.m. Breakfast
8:30–9:15 a.m. Federal Methodology
9:30–10:30 a.m. Small Group: Federal Methodology Case Studies
10:30–10:45 a.m. Break
10:45–11:15 a.m. FM Debrief
11:15 a.m.–12:15 p.m. Verification  
12:15–1:00 p.m. Lunch
1:00–2:30 p.m. Types of Aid: Gift Aid, Self Help, and Loans  
2:30–2:45 p.m. Break
2:45–3:45 p.m. Loan Origination Processing and PELL  
3:45–5:00 p.m. Communicating with Families  
Wednesday
8:00–8:30 a.m. Breakfast
8:30–9:30 a.m. Ethics and Stewardship  
9:30–10:30 a.m. Veterans
9:30–10:30 a.m. Policy Engagement  
10:30–10:45 a.m. Break
10:45–11:45 a.m. Financial Aid Toolbox for Managing a Financial Aid Office  
10:45–11:45 a.m. Registration for Experienced Institute
11:45 a.m.–12:45 p.m. Networking Lunch
12:45–1:00 p.m. Welcome
1:00–2:30 p.m. Tax Returns  
1:00–2:30 p.m. Advanced Tax Returns  
2:30–2:45 p.m. Break
2:45–3:45 p.m. Packaging Strategies  
3:45–5:00 p.m. Small Group: Packaging Strategies
5:00–6:30 p.m. Reception
Thursday
7:30–8:30 a.m. Breakfast
8:30–9:00 a.m. Intro to Institutional Methodology
9:00–10:00 a.m. Institutional Methodology: for Beginners  
9:00–10:00 a.m. Institutional Methodology: A Deeper Look 
10:00–10:15 a.m. Break
10:15–11:45 a.m. Small Groups: Institutional Methodology—New and Experienced
11:45 a.m.–12:45 p.m. Lunch
12:45–2:15 p.m. Professional Judgment  
2:15–2:30 p.m. Break
2:30–3:30 p.m. Counseling Strategies  
3:30–3:45 p.m. Break
3:45–5:00 p.m. Nontraditional Students and Families  
Friday
7:30–8:30 a.m. Breakfast
8:30–9:30 a.m. Financial Literacy and Debt Management  
9:30–10:45 a.m. Enrollment Management
10:45–11:00 a.m. Break
11:00–12:15 p.m. Closing Remarks: Looking Ahead: Student Financial Aid and Your Professional Development  
12:15–1:00 p.m. Lunch