Loan Sessions

U.S. Loan Sessions for Administrators at Foreign Schools

Our spring 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.

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: 7th March 2023

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

Session Two: Preparing for processing 22-23

Here we will have a variety of sessions to go through a detailed review to help you update your processes for the next award year. Will include sessions on: Processing & Packaging Aid the U.S. Way, Cost of Attendance update, Consumer Information Update and Satisfactory Progress Policy. 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: Every year a university should update and review its Consumer Information, Cost of Attendance and Satisfactory Academic Progress policies. Here we will review those issues in detail to help you prepare and improve for the next award year. Also, a session on packaging and processing aid flow with the U.S. mindset and best practises.

Date: 8th March 2023

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

Session Three: Other advanced sessions – Including Reconciliation and Cash Management

These are more advanced sessions – they assume a general understanding of US Loans terminology and key concepts. This day will include presentations on Reconciliation, Cash Management and Disbursements – which would be helpful for finance/fiscal staff, Return To Title IV funds review, Internships and Institutional Agreements and updates to US Education systems including FSA Partner Connect. Finally, an update on our private loan options. 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: Gives you the tools to understand written arrangements and consortium agreements for students who want to study in the USA or outside your home country. An outline of private loans detailing other elements of various products that are available for your students. Detailed look at the cash side of the process – ideal for fiscal/finance teams + and looking at the new tools available through the FSA Partner connect portal.

Date: 9th March 2023

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

Pricing

Individual sessions are $325 per person.

Discount for Multiple sessions: If you want to attend more than one session you can book two for $425 or all three for $525 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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