U.S. Loan Sessions for Administrators at Foreign Schools

Our November sessions for 2023 will continue to be virtual.

As always, they are designed to specifically speak to the issues of administrators processing US loans at international ‘foreign schools’.

The sessions break through the jargon. We will focus on translating exactly what the Feds are looking for in a non-US setting. The sessions are designed to help you feel more confident in administering the program with a focus on best practices and how to improve your procedures.

These sessions are for loan administrators only, to access the details please contact us.

Here is feedback from previous virtual sessions:

“Preparing for the new Audit Guide’ zoom webinar was relevant, informative and extremely helpful!’”

“Erich is very knowledgeable about US loans, and provides a very informative and useful session on the new audit requirements. I would recommend attending this in preparation for the new loans, especially as there are opportunities to ask key questions about any areas of uncertainty you may have.”

“The course gave me an opportunity to reflect on areas of the new audit guide which I hadn’t to now realised would have such a big impact on our processing year.”

Attendees to the sessions will also receive:

  • Copies of all presentations
  • Example Packaging Spreadsheet to assist with the calculation of student aid
  • Example Student ‘Award Letter’
  • Example Student File checklist, designed to help you with the new audit guide
  • A straightforward, simple timeline of the General Process of Federal Loans


Session details:

We are doing three stand alone sessions, but if you book in for two or all three, there is a discount. All prices are in US dollars and are per person. The first session is a repeat of what we did in June 2023.

Session One: Introduction to the US loan programs

Appropriate for those looking for an introduction to the US aid programs or a refresher of the fundamentals. This session will also include a brief presentation from Convera on how they can assist with the electronic payments of private and Federal funds.

Key takeaways: Provides a full overview of US Federal aid at foreign schools, helps you understand the requirements for participation in the programs, you’ll understand how to package aid, and what are the key required policies & procedures you need to address.

Date: 13 November 2023

Timings: From 11am to 4pm (with a break of one hour) GMT

Other Advanced Sessions – Getting Ready for 24-25 and the new needs analysis, Transfer students, Written Arrangements for Study Abroad, and more to be announced

These are more advanced sessions – they assume a general understanding of US Loans terminology and key concepts. Here we will have a variety of sessions to go through a detail of the changes for processing aid in 24-25, especially with the retirement of the EFC and the launch of the new Studen Aid Index. Further sessions will cover Transfer students, January starts and more to be announced.

Date: 14 November 2023

Timings: From 11am to 4pm (with a break of one hour) GMT

Session Three: Getting ready for Your Audit

As many institutions have their year end soon, it’s a good time to look at what the auditor will be reviewing and if you’re ready. This is designed with the new audit guidance. It will take an in-depth review of the new audit guide, covering policy and procedures that institutions should already have in place. We will discuss topics ranging from Academic Year, scheduling disbursements correctly, and Return of Title IV Funds. This session will also include a brief presentation from Convera on how they can assist with the electronic payments of private and Federal funds.

Key takeaways: ‘Translates’ the audit requirement areas and how to use the audit guide as a tool to prepare for the audit. Additionally, we will deep dive into how you should correctly create loan periods and really understand the scheduling of disbursements. Plus a presentation on security and privacy policies providing a summary of the required written procedures .

Date: 15th November 2023

Timings: From 11am to 4pm (with a break of one hour) GMT


Individual sessions are $350 per person.

Discount for Multiple sessions: If you want to attend more than one session you can book two for $450 or all three for $550 per person.

How to book multiple dates: Just click on the first date you’d like to attend for the various ticket options.

Questions? Just ask.

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