Events
Conference | Training | 2014 Novice Training

Conference

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2013 Conference Handouts

The table below lists the handouts from the 2013 Conference. The handouts and accompanying samples, letters, etc., can be downloaded by clicking on the icons in the right-hand column.

 PDF document
Microsoft Powerpoint Document


Presentation Title Presenter Document
13-14 Verification Manual Kochie Vaughn
14-15 Verification Manual Kochie Vaughn
3R's: Research, Retention and Repayment Anne Barton
A Collaborative Approach to Financial Education Jonathon Sparling
Basic COD Hands-On Training Bob Berry
Business Tax Returns Jim Briggs
Cash Management Nautochia Webb
Default Prevention Strategies Anne Del Plato
Direct Lending Borrowing to 150% of the Program Length George Chin
Direct Loan Reconciliation David Schlachter
DOE Federal Update 2013 Jeff Baker
Drivers Education Stephen Brown
Federal Pell Grant Program Angela Van Dekker
Federal Update George Chin
FERPA: Interpreting The Intricacies Leigh Bove
Financial Aid 101 Heather McDonnell
Financial Aid 102 Heather McDonnell
Financial Planning Jim Briggs
Gainful Employment Part II Howard Leslie
General Eligibility Manual Kochie Vaughn
HMA Public Speaking Development Hassan Abdulhaqq
HMA Workbook Handout 1 Hassan Abdulhaqq
HMA Workbook Handout 2 Hassan Abdulhaqq
Institutional Eligibility Nautochia Webb
Introduction to Government Relations 101 James Gathard
Managing Debt-Delinquency and Default Ed Gonzalez
Managing FSA Funds HESAA
Managing Subsequent ISIRs Patti Donahue
Nelnet 2013 Top Ten Compliance Issues Dana Kelly
Personal Tax Returns Jim Briggs
TAP Topics Barbara Hochberg
Transparency Initiatives Katrina Delgrosso
Understanding Social Media Part 1 Anthony Sozzo
Understanding Social Media Part 2 Anthony Sozzo
Using Professional Judgment to Help Families Pay for College Heather McDonnel
VA Benefits Debbie Evans

Training

NOTE: To register for webinars, you MUST be a current member with an ending membership date of 11/15/2014. 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.

Scroll this page to view the various available webinar options and dates.


Click Here for 2014 Novice Training


How to Avoid TAP Audit Findings
Webinar - Thursday, June 26, 2014
2:00 PM - 3:30 PM EDT

Come join us for this very important webinar delivered by the team leaders from State Comptroller’s Office as well as lead representatives from HESC and SED.

Our Presenters are:

Gene Brenenson and Cindi Frieder from
The State Comptroller's Office

Richard Rose from
New York State Education Department

Barbara Hochberg
NYS HESC
  
Who should attend?
  
Anyone who touches TAP. That could be FAOs, Bursars, TAP Certifying Officers and more. Many findings arise due to Admissions, Registrar and Advisement. Maybe they should attend as well.
  
You will Learn
  
How to prevent audit finding
  
What to expect during an audit
  
About Eligibility and Compliance issues
  
About TAP SAP and
  
Much Much more
  
If you disburse TAP at your institution you cannot afford to miss this training..

-- Register NOW --



-- 2012-13 Verification Training Series Questions and Answers --


Gainful Employment - The Second Time Around
Tuesday, April 22, 2014
-- Click Here to View the Webinar --
(members only - large download)

Handout Materials:


Proposed New SFA Audit Guide and Top Ten Items for a Smooth Compliance Audit
March 20, 2014
-- Click Here to View the Webinar --
(members only - large download)

Handout Materials:


Jim Briggs: Verification and Taxes - a focus on all related new 2014 -15 regulations and DOMA
March 5, 2014
-- Click Here to View the Webinar --
(members only - large download)

Handout Materials:


How FAAs Award and Disburse Title IV Funds using Modules and How Types of Academic Terms and Non-standard Terms Affect TIV
February 21, 2014
-- Click Here to View the Webinar --
(members only - large download)

Handout Materials:


It's My Draft CDR! OMG! What do I do now?
February 5, 2014
-- Click Here to View the Webinar --
(members only - large download)

Handout Materials:


Verification 2014-2015
January 23, 2014
-- Click Here to View the Webinar --
(members only - large download)

Handout Materials:


R2T4 Compliance and Collaboration
November 7, 2013
-- Click Here to View the Webinar --
(members only - large download)

Handout Materials:


Moving Ahead for Progress in the 21st Century (MAP 21)
October 31, 2013
-- Click Here to View the Webinar --
(members only - large download)

Handout Materials:


Default Prevention Webinar
September 19, 2013
-- Click Here to View the Webinar --
(members only - large download)

Handout Materials:


Unusual Enrollment History Webinar
July 11, 2013
-- Click Here to View the Webinar --
(members only - large download)

Handout Materials:


Consumer Information Disclosures
June 27, 2013
-- Click Here to View the Webinar --
(members only - large download)

Handout Materials:


Default Management Planning Webinar
May 30, 2013
-- Click Here to View the Webinar --
(members only - large download)

Handout Materials:


Verification The Hidden Requirements
May 2, 2013
-- Click Here to View the Webinar --
(members only - large download)

Handout Materials:


Working with Tax Transcripts and Verification Worksheets
April 11, 2013
-- Click Here to View the Webinar --
(members only - large download)

Handout Materials:


Direct Loans
The Rest of the Story

March 21, 2013
-- Click Here to View the Webinar --
(members only - large download)

Handout Materials:


Navigating Consumer Disclosure Proposals Webinar
March 14, 2013
-- Click Here to View the Webinar --
(members only - large download)

Handout Materials:


Customized Verification Webinar
March 7, 2013
-- Click Here to View the Webinar --
(members only - large download)

Handout Materials:


Jim Briggs: Verification and Taxes
A Focus On All Related New (2013 -14) Regulations

February 21, 2013
-- Click Here to View the Webinar --
(members only - large download)

Handout Materials:


COD Training - ALL THE NEW ESSENTIALS
February 5, 2013

Handout Materials:


A Post Election Analysis of the Financial Aid/Political Landscape
November 13, 2012
-- Click Here to View the Webinar --
(members only - large download)

Handout Materials:


C-Code Resolution Webinar - June 21, 2012
-- Click Here to View the Webinar --
(members only - large download)

Handout Materials:


VA Benefit Webinar
-- Click Here to View the Webinar --
(members only - large download)

Handout Materials:


NYSFAAA Verification Webinar - May 17, 2012

-- Click Here to View the Webinar --
(members only - large download)

Verification Training Handout
(members only)

Verification Training Questions & Answers
(members only)


Jim Briggs Tax Workshop Webinar

On March 2nd Jim Briggs provided webinar training, for NYSFAAA, focusing on FA tax issues and the new verification regulations. He covered topics such as when you need a tax return transcript vs.a tax account transcript and much more including how to read a transcript. Hundreds (maybe over 1000) of NYSFAAA members took part in the 2 hour and 10 minute training which concludes with 45 minutes of Q and A. If you missed it, or wish to see it again - you are in luck. Jim gave NYSFAAA permission to record and post the session.


-- Click Here to View the Webinar --
(members only - large download)

Handout Materials:


NYSFAAA STATE-WIDE TRAINING Committee Presented...
February 10, 2012

The NYSFAAA Statewide Training Committee is pleased to present a Webinar on 2012-2013 Verification Changes. Our presenter will be Carney McCullough from the U.S. Department of Education. Carney has agreed to do this exclusive presentation for NYSFAAA members. As you already know, the new Verification Regulations were a part of the Program Integrity Package, which became final on October 29, 2010 and are effective for the 2012-13 Award Year.

-- Download the Verification Changes Webinar Handout --



Non-NYSFAAA Training Activities


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POLICY: Under certain circumstances, established by Council, the registration fee is refundable.
PROCEDURES:
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.
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APPROVED: July 1993; April 1998




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