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48th NYSFAAA Annual Conference
48th Annual NYSFAAA Conference
Turning Stone Casino and Resort
October 18 - 20, 2016
Verona, NY

-- Visit the Conference Mini-Site --


State Wide Training At Your Regional Meeting
February 10th

In the PPY world, more people will be able to use the IRS Data Retrieval Tool, and meeting the Departmentís verification requirements for DRT users will be much simpler. But PPY brings new challenges, too. We wonít identify students and family members who should have filed a tax return but didnít until after the October 15th extension filing deadline, for example. What will our students face when they file their tax return so late, and how can we help them avoid the consequences? And for students and their families who did file, how will income changes be properly accounted for through Professional Judgment and how should we properly reflect these income adjustments?


NOTE: To register for webinars, you MUST be a current member with an ending membership date of 11/15/2017. You can complete and pay for the membership application prior to registering by Clicking Here. Or, you will be taken to the membership application during the webinar registration process.

You will not be able to complete this registration until your membership is paid.

Having Fun with Taxes, 2017-2018 Edition
Webinar - Thu, Feb 16, 2017
2:00 PM - 4:00 PM EST

The Department of Education has stated that “financial aid professionals are not expected to have special knowledge or expertise regarding the U.S. tax code” but then lists a set of areas where you are expected to be especially (but not expertly) knowledgeable.

Jim Briggs has retired, and passed his tax workshops to Robert Weinerman of Iron Bridge Resources, LLC.

Jim says this about Robert: "Robert is one of the few individuals I know who has the unique skill set to serve my long term clients." Robert is happy to bring a new spin to NYSFAAA’s annual tax training webinar.

This year’s training will cover, among other things:

Who must file? Who doesn’t have to file?

The new nonfiler verification requirements

The new guidance on undocumented nonfilers

Foreign and territory return requirements

Amended tax returns

Resolving conflicting information, especially Head of Household and nonfiler issues

And everything else you’ve come to rely on the Tax Detective for.

Come join the first ever Webinar with TAX DETECTIVE the next generation.

-- Register Now for February 16 Webinar --

Webinar - Thu, Jan 26, 2017
2:00 PM - 4:00 PM EST

“As the expression goes, all good things come to those who wait, for-profit post-secondary institutions have a new Audit Guide from the US Department of Education’s Office of Inspector General after 16 years.

Whether this new Audit Guide is a good thing will be left to be seen but the Audit Guide definitely updates the required auditor’s testing in a number of areas.

New or key updates to the Audit Guide include an expanded student sample size, student confirmations, review of Gainful Employment Disclosures and information submitted to ED, review of placement rates if utilized in advertising, servicer agreements, changes in extrapolation of errors if material findings exist, and limitations of the auditor in performing the 90/10 calculation.

This webinar will cover the critical changes to ensure institutions understand the new audit requirements and are hiring a CPA firm which is fully qualified to perform an audit in compliance with the new Audit Guide”.


Mike Wherry
McClintock & Associates

McClintock & Associates is a full service CPA firm specializing in post-secondary institutions.

Aaron Lacey, Partner
Thomson, Coburn LLP

An experienced higher education attorney, with time served both as outside and in-house counsel, Aaron's practice is dedicated entirely to assisting postsecondary institutions and their partners to advance their educational and operational objectives while navigating complex regulatory environments.

-- Register Now for January 26 Webinar --

Non-NYSFAAA Training Activities

Registration/Refund Policy

POLICY: Under certain circumstances, established by Council, the registration fee is refundable.
1. The refund policy must be stated on the registration form.
2. The policy is that normally refunds are granted if requested in writing and the request is received at least two weeks before the first day of the event.
3. Under extenuating circumstances, such as illness, the two-week deadline may be waived. Such refunds may be authorized either by the Committee Chair or by the Treasurer. They may request whatever documentation they deem appropriate on a document. It is important that these officials consult, however, so there is consistent treatment of members each year and so that one does not approve a member who might be rejected by another officer.
4. Other members of the Council are not authorized to approve refunds.
APPROVED: July 1993; April 1998

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The information presented on the NYSFAAA Website is provided as a service from the New York State Financial Aid Administrators Association to our constituents and represents our best efforts to assist students and their families in pursuing funding for higher education. NYSFAAA is a volunteer association of financial aid professionals representing the various institutions of higher education in New York State. We have collected information we believe to be important and reputable in finding and obtaining financial aid resources; however, we assume no liability for the use of this information. The New York State Financial Aid Administrator's Association, Inc (NYSFAAA) does not receive any money, gifts or compensation, related to educational lending activities, from any "lending institution" as defined in S620(8)a and S620(8)b of New York State Education Law.†Hence, NYSFAAA does not meet the definition of "lending institution" as defined in S620(8)c of New York State Education Law.†Therefore, institutions of higher education in New York and employees of those institutions are not subject to any potential conflicts of interest or legal restrictions under NYS Education Law in their interactions with NYSFAAA.*
* This statement does not constitute, and should not be construed as, legal advice.†