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  updated
 9.2.2010
   

Training

2010 Fundamentals Training | 2010 Don Raley Institute | 2010 Spring Training | LearnStudentAid.org | 2009 Spring Training Presentations


2010 Fundamentals Training - CLICK HERE TO REGISTER

The Fundamentals Training Workshop is hosted by the Pennsylvania Financial Aid Training Program (PFAT), a  cooperative effort of the Pennsylvania Association of Student Financial Aid Administrators (PASFAA) and the Pennsylvania Higher Education Assistance Agency (PHEAA).

Purpose:  The purpose of the Fundamentals Training Workshop is to provide a short training session at a basic level for new financial aid administrators with two years or less experience.  This training workshop is designed to be an informal overview and questions will be welcomed throughout the program.  For a more comprehensive training for new financial aid administrators, please register for the Don Raley Institute offered each June. 

The Fundamentals Training Workshop will be held at the Lancaster Host Resort and Conference Center, 2300 Lincoln Highway, Lancaster, PA.  Classes begin on Saturday, October 9, 2010 at 12:00 noon and conclude at 5:30 p.m.  Registrants should have lunch on Saturday before the training workshop, as lunch is not provided.  On Sunday, October 10, classes will begin at 8:30 a.m. and conclude at 12:30 p.m.  This training workshop is scheduled prior to the beginning of the PASFAA Conference for your convenience.

Topics:  The following major topics will be presented from perspectives of both credit and clock hour schools:

  • Application Process/EFC
  • Verification
  • Cost of Attendance/Budget
  • General Eligibility Requirements
  • Federal Pell/ACG/SMART and Teach Grants
  • State Grant & Special Programs
  • Campus-Based Aid
  • Loan Programs
  • Packaging Concepts/Examples
  • NSLDS
  • Professional Judgment/Satisfactory Academic Progress
  • Overawards/Refunds
  • Record Retention/Reporting Requirements

Bring a calculator and examples of any topics listed to discuss with the group.

Fundamental Training attendees must be an active member of PASFAA and have paid the 2010-2011 PASFAA membership fee.  Participants are encouraged to attend the PASFAA Conference, which requires an additional registration and fee.  The Fundamentals Training Workshop and PASFAA Conference registrations are made online.

Presenters:  Two experienced professional aid administrators, Sherry Proper, Associate Dean of Enrollment & Financial Aid at Allegheny College and Joan Hock, Acting Director of Financial Aid at Delaware Valley College will be the presenters for this training workshop.

Registration:  The cost to attend the Fundamentals Training Workshop is $75.00 per person and is payable by check.  Please make your check payable to PASFAA.  The fee includes registration, instructional materials and scheduled breaks; hotel and meal costs are the responsibility of the participant.  Please be advised your hotel registration for the Fundamentals Training Workshop is separate from the PAFSAA Conference registration.  When you make your hotel reservations, you must mention you are from PASFAA, attending the Fundamentals Training Workshop to ensure you get the PASFAA discount rate.  However, you will not stay in the same room for the conference and should expect to change rooms on Sunday.  All meals including lunch are on your own.  Materials for this training workshop will be available from 11:00 a.m. to 11:45 a.m. on Saturday, October 9, 2010.  Please complete the registration form on or before September 17, 2010.  Classroom space is limited; enrollment will be conducted on a first-come, first-served basis.  Walk-ins are not permitted.  Note that Workshop attendees must also be a PASFAA member.  The PASFAA membership fee for 2010-2011 is $65.00.


2010 PFAT Teleconference Videos

Click below to view the archived Teleconference Files (members only - large files with long download time)


2010 Don Raley Institute

The Don Raley Institute is a cooperative effort of the Pennsylvania Association of Student Financial Aid Administrators (PASFAA) and the Pennsylvania Higher Education Assistance Agency (PHEAA).

Who Should Attend? The Institute is designed for individuals who have been in financial aid for less than two years. New Financial Aid Administrators as well as those with limited experience will find the Institute beneficial. Course content is structured to cover both credit and clock hour training so individuals from every educational sector are represented. Additional information may be obtained at the link posted below or contacting pfat@pheaa.org.

Course Content:
Overview of Student Aid Programs Federal Loan Programs
Determining Student Eligibility Disbursing Financial Aid
The Application Process Return of Title IV Funds
Need Analysis/Federal Methodology Record Requirements
Calculating Cost of Attendance Financial Aid Management/Reporting/Reconciliation
Verification US Department of Education Update
Federal Grant Programs PHEAA Compliance and Program Review Guidance
Packaging and Notification of Awards PHEAA Programs and Services

Dates & Location: June 14-17, 2010 at Dickinson College, Carlisle, PA.

Registration Closed


-- Download the Spring Training Presentations --






PASFAA is pleased to announce a new partnership with the National Association of Student Financial Aid Administrators (NASFAA) and its Web-based training program, LearnStudentAid.org.

One of NASFAA’s primary missions is to provide training to financial aid administrators at all experience levels. Since September 2004, LearnStudentAid.org has been offering on-line courses for those who are new to the profession.

We recognize that many of you already benefit from state, regional, and other training. However, NASFAA’s LearnStudentAid.org fills the gap when there is no money in the budget to send someone away to training, and when someone new begins and there is no planned training in the state at that time.

This new benefit of state association membership will provide you with the opportunity to train online at prices that are 10% lower than the price of the same course package that is available to those who do not participate through a state partnership. If your institution is a NASFAA member, individuals will pay $216 for the four-course "Financial Aid Fundamentals" package (currently priced at $240). If the institution is not currently a NASFAA member, individuals will pay $306 (off the current non-member price of $340) for the four-course package.  These prices are good through June 30, 2008.

Benefits to You

  • Courses begin the first of each month, so there is very little wait time for training. 
  • There is no time out of the office required and no travel time or associated travel costs. 
  • Training is reasonably priced, PLUS learners receive a discount on the full four-course package because they are a member of your state association. 
  • Trainees get access to the NASFAA Web site and the NASFAA Encyclopedia for the duration of their training, whether or not their institution is a member of NASFAA.  
  • Each participant is assigned an individual account and gets individual credit for completing the courses in the form of certificates of completion from NASFAA.  

How to Participate 

  • Go to www.LearnStudentAid.org and review the courses available through the four-course “Financial Aid Fundamentals” package. These courses are:
  • FA 101: Overview of the Student Financial Aid Programs
  • FA 102: Application Processing
  • FA 103: Cost of Attendance
  • FA 104: Need Analysis

Please note that the reduced price is only available for the four-course package.

  • Go to the LearnStudentAid Web page at ( www.LearnStudentAid.org). Review “How to Enroll,” which includes a link to the LearnStudentAid.org registration form.
  • Complete the LearnStudentAid.org registration form. Indicate whether your institution is a NASFAA member or not, enter the discount (coupon) code, and sign up for the four-course package.
  • Submit your confirmation with payment information by fax or mail to NASFAA.
  • Once you have registered, NASFAA will confirm your registration and send you by e-mail all the information you need to get started on the first day of online classes.

Good luck! If you have questions about registration or other matters relating directly to LearnStudentAid, contact LearnStudentAid@nasfaa.org.




2009 PASFAA Spring Training Presentations





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