College Board Institute on Financial Aid

Board
Nonprofit · 
College Board is an American private nonprofit corporation that was formed in 1900 as the College Entrance Examination Board to expand access to higher education. 
CEO: David Coleman
Founded: December 22, 1899
About the Institute on Financial Aid Conference
In an effort to bridge training for new and experienced professionals the College Board has developed a two-track system. The first two and a half days are devoted to fundamental financial aid concepts. The next two and a half days include deeper conversations regarding professional judgment and ethics.
Newer staff members, with three years or less of experience, are encouraged to attend the full week program. Participants will learn the basics of financial aid, develop core competencies, and receive practical guidance. Advanced staff members, with more than three years of experience or those considering a mid-level financial aid career, can join the Institute for the final two and a half days.Participants will discuss the challenges and intricacies of the art of financial aid, packaging, need-analysis methodology, compliance, and policy engagement.
The structure of the Institute combines information-packed general sessions with small group discussions. Using case studies, participants apply basic concepts, principles, and procedures to the practical challenges of college financing. Mentoring, networking, and program management training make the Institute an invaluable professional development experience.
For general questions, please contact Iliana Gonzalez at igonzalez@collegeboard.org or 847-653-4509.
Conference Schedule
OCTOCT
12
Monday
 
7:30–9 AM
Registration/Breakfast
9–9:15 AM
Introduction
9:15–10:15 AM
Opening Keynote  +
Changing Landscape of Higher Education
10:15–11:45 AM
Financial Aid Forms and Applications  +
11:45 AM–NOON
Break
NOON–12:30 PM
Small Group: Forms & Applications
12:30–1:30 PM
Lunch
1:30–2:30 PM
Security and Confidentiality  +
2:30–3:45 PM
SAP and Student Eligibility  +
3:45–4:00 PM
Break
4:00–4:30 PM
Determining Cost of Attendance and Need: The Cornerstone of Financial Aid  +
4:30–5:30 PM
Small Group: Forms & Applications
5:30–6:30 PM
Reception
13
Tuesday
 
7:30–8:30 AM
Breakfast
8:30–9:30 AM
Federal Methodology (FM)  +
9:30–10:30 AM
Small Group: FM Case Studies
10:30–10:45 AM
Break
10:45–11:15 AM
FM Debrief
11:15 AM–12:15 PM
Verification  +
12:15–1:00 PM
Lunch
1:00–2:30 PM
Types of Aid: Gift Aid, Types of Aid: Self Help & Loans
2:30–2:45 PM
Break
2:45–3:45 PM
Loan Origination Processing and PELL  +
3:45–5:00 PM
Faculty Panel: Communications
OCT
14
Wednesday
 
7:30–8:30 AM
Breakfast
8:30–9:30 AM
Ethics and Stewardship  +
9:30–10:30 AM
Veterans’ Benefits  +
9:30–10:30 AM
Athletics
10:30–10:45 AM
Break
10:45–11:45 AM
Resources/Tool Box
11:45 AM–12:45 PM
Lunch and Experienced Registration
12:45–1:00 PM
Welcome
1:00–2:30 PM
Tax Returns  +
1:00–2:30 PM
Advanced Tax Returns  +
2:30–2:45 PM
Break
2:45–3:45 PM
Packaging Strategies  +
3:45–5:00 PM
Small Group: Packaging Strategies
5:00–6:30 PM
Reception
OCT
15
Thursday
 
7:30–8:30 AM
Breakfast
8:30–8:45 AM
Intro to Institutional Methodology
8:45–9:45 AM
Institutional Methodology for Beginners  +
8:45–9:45 AM
Institutional Methodology: A Deeper Look  +
9:45–11:15 AM
IM Small Groups: New and Experienced
11:15 –11:30 AM
Break
11:30 AM–NOON
FM/IM Debrief
NOON–1:00 PM
Lunch
1:00–2:30 PM
Professional Judgment  +
2:30–3:30 PM
Counseling Strategies  +
3:30–3:45 PM
Break
3:45–5:00 PM
Nontraditional Students and Families  +
OCT
16
Friday
 
7:30–8:30 AM
Small Team Breakfast
8:30–9:30 AM
Financial Literacy and Debt Management
9:30–10:45 AM
Enrollment Management
10:45–11:00 AM
Break
11:00–12:15 PM
Closing Plenary  +
What Next? Looking Ahead in Student Financial Aid
12:15–1:00 PM
Lunch


Conference Registration Fees
	Full Week	Half Week
Member	$850	$500
Non Member	$950	$550
A full refund is available if cancellation notice is received in writing 14 calendar days or more before the conference. A partial refund will be issued if cancellation notice is received in writing less than 14 calendar days prior to the conference. If no cancellation notice is received prior to conference, no refund will be issued.
Hotel Accommodations
Hilton Hotel and Suites Indianapolis
120 W Market St
Indianapolis, IN 46204
Phone: (317) 972-0600




For the College Board’s group rate, use code CBDIFA