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The 2013 Don Raley Institute is brought to you by Pennsylvania Financial Aid Training (PFAT) through a collaborative effort with the Pennsylvania Association of Student Financial Aid Administrators (PASFAA) and Pennsylvania Higher Education Assistance Agency (PHEAA). The curriculum includes modules from the National Association of Student Financial Aid Administrators' (NASFAA) CORE training system and will qualify participants, for the first time ever, to sit for NASFAA University Credential Tests in five areas: The Application Process, Cost of Attendance, Federal Methodology, Student Eligibility, and Return of Title IV Funds.
Who Should Attend? The Institute is designed for individuals who have been in financial aid for less than two years and those who would like to acquire foundational skills in the processing/delivery of financial aid funds. 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.
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 Verification Campus-Based Programs Federal Grant Programs Professional Judgment Packaging and Notification of Awards PHEAA State Grant & Special Programs
Faculty: Faculty for the Institute consists of individuals experienced in both credit and clock hour instruction. Their collective backgrounds include experience in the private and public sectors as well as professional accomplishments through state and national organizations. Each is well respected as a leader in the profession. In addition to daytime teaching, faculty is available for informal discussions with participants throughout the program. This year's faculty and guests will include:
Colleen Coudriet, Chair - Campus Director
DuBois Business College, Oil City
Joe Alaimo - Financial Aid Director
Melissa Ibanez, Co-Chair - Director of Financial Aid
University of Pittsburgh, Bradford
Matthew Stokan - Director of Financial Aid
Dana Staudt - Loan Coordinator
Washington & Jefferson College
Greg Pisch - Manager, State Grant & Special Programs Integrity at PHEAA Doug Vore - Associate Director of Financial Aid
Montgomery County Community College
Isaac Greene - Supervisor, Special Programs
Patty Zink - Financial Aid & Admissions Officer
Washington Health System School of Nursing
Date & Location: June 10-13, 2013 on the Dickinson College campus in historic Carlisle, PA.
Registration:The fee, which includes registration, all instructional materials, and room and board is $320.00. The fee for commuters is $195.00. After you complete the registration form print a copy and mail it with a check payable to "PASFAA" to Steve Miller - PASFAA Treasurer, Conemaugh School of Nursing & Allied Health, 1086 Franklin St., Johnstown, PA 15905 on or before June 1, 2013. All registrants must be 2012-13 PASFAA members; those who are not current PASFAA members will be assessed membership dues of $65.00 during the registration process.
Cancellation Policy: PASFAA will refund the registration fee in full up to 7 days before the event if the Treasurer is notified in writing. A cancellation fee of 50% of the registration fee will be assessed if the Treasurer is notified 3 - 7 days prior to the training. No refunds will be given for cancellations received less than 3 days before training. If a registrant who has not made payment fails to attend, s/he will be responsible for the registration fee in full. Membership dues are retained in the event of a refund of training fees. Dues are not refundable or transferable. Extenuating circumstances not outlined here will be reviewed on a case-by-case basis by the Treasurer.
Training Materials: All training materials will be provided. Attendees should bring a 3" or 4" binder for training materials, a notebook, pens and a calculator. Participants who attend the session will receive certificates upon successful completion.
Accommodations: Participants will be housed on-campus in suite-style rooms with semi-private bathroom facilities. Those having a roommate preference should indicate the requested roommate's name on the registration form. All rooms are air-conditioned. Attendees in residence may wish to bring extra bath cloths, towels for workouts, clothes hangers, a clock radio or lamp for reading. One set of bedding, blankets, linens, limited towels and wash cloths, and soap are provided to participants who stay on campus. Participants are responsible for all personal items. Self-service laundry facilities are available. Phones are not provided in the rooms. A television is available in the social area. Wireless Internet access is available in the Holland Union Building and the Britton Plaza but not guaranteed in dorm rooms. The Dickinson College Food Service provides resident students all-you-can-eat meals three times a day as well as mid-morning and afternoon refreshment breaks. Commuter students are provided lunch as well as mid-morning and afternoon refreshments. Participants are encouraged to stay on campus. If alternative lodging is required, please refer to www.dickinson.edu/about/visit/ for a list of accomodations available in the Carlisle area.
Please address any special needs requests or questions to: Colleen Coudriet - DuBois Business College, Don Raley Institute chair, at email@example.com or (814) 677-1322.
Dress: Dress is casual: jeans, slacks and shorts. However, the air conditioning in the classroom can be very cold. For maximum comfort, it is wise to dress in layers.
Activities: Optional activities are available on and off campus. A social area will be available for group gatherings in Morgan Hall. The Dickinson pool, indoor track, basketball and racquet ball courts are available. Local fitness centers are available for weight lifting and other cardio exercise.
Networking: Participants should bring an adequate supply of business cards to exchange with the many new friends and contacts that are made during the Institute.
Directions: Carlisle is located approximately 25 miles West of Harrisburg near I-81 South and Exit 226 of the PA Turnpike. Visit www.dickinson.edu/about/visit for detailed directions, maps, and additional campus information.
NOTE: Tape recorders, cameras and camcorders are not permitted in any Pennsylvania Financial Aid Training Programs. Special arrangements for a handicapped individual may be discussed by contacting Colleen Coudriet - DuBois Business College, Don Raley Institute chair, at firstname.lastname@example.org or (814) 677-1322 in advance of the training session.
Registration/Check-in is scheduled at Denny Hall on West Street
Monday, June 10, 2013
8:30 a.m. to 9:30 a.m.
Classroom instruction begins
Lunch in the Dickinson Cafeteria
12:00 noon to 1:00 p.m.
PENNSYLVANIA ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS
2012-13 EXECUTIVE COUNCIL OFFICERS
Matthew C. Stokan, President
Cheryl DePaolis, President Elect
Pittsburgh Theological Seminary
Linda M. Anderson, Vice President
Carnegie Mellon University
Steven J. Miller, Treasurer
Conemaugh School of Nursing & Allied Health
Colleen W. Coudriet, Secretary
DuBois Business College - Oil City Campus
Heidi G. Hunter-Goldsworthy, Past President
Lock Haven University of Pennsylvania
April 16, 2013 - Holiday Inn Harrisburg/Hersey (Grantville, PA)
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APRIL 18, 2013 - Four Points by Sheraton (Mars, PA)
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2013 Spring Training Presentations
- The ELM Solution (pdf)
- Federal Update (ppt)
- Loan Servicing and Loan Default (pptx)
- The Partner Interface (ppt)
- Private Loans vs. PLUS/Grad PLUS Loans (pptx)
- State Update (ppt)
- Unusual Circumstances (pptx)
- The Value of Private Lender Lists and Keeping It Simple (pptx)
- Verification (ppt)
- Washington Update (pptx)
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