ONLINE learning is starting NOW!

Only $250 per SCHOOL, not per person!

 

This may be the biggest change in the School Regulations in the last 30 years and it is starting now!

• Changes to Your School: It’s crucial to understand all the changes that will affect your school. To do this, watch the videos provided.
• Comprehensive Plan: Develop a comprehensive plan that encompasses all the upcoming changes. This plan will help you navigate the transitions effectively.
• Consult with Experts: Engage with knowledgeable individuals during meetings. Seek their insights and expertise regarding the changes.
• Immediate Implementation: Once you have a plan, put it into action promptly. Implement the necessary adjustments at your school.
• Effective Date: Keep in mind that these changes will take effect on July 1, 2024.

Only $250 per SCHOOL, not per person!

Line-up of Speakers on Video from the Dallas meeting 2024

Our roster of great speakers has provided us with the latest and most relevant information in the industry. We understand that the knowledge and learning you gain from our meeting are essential for managing your schools effectively.

Training Videos:   9 hours of learning!

Mary Lyn Hammer and John White

Champion Col-EDGE Solutions at Dallas Texas Financial Aid Conference 2024.

Post-Pandemic Pandemonium!  In-school Strategies for Success

Post-Pandemic Pandemonium!  Knowledge Can Keep Student Loans from Being Your Worst Nightmare!

Gregory Phoude

“Gregory will review significant regulatory actions taken in 2023, critical new regulations scheduled to become effective July 1, 2024, and proposed regulations now under consideration.”  Gregory Phoude is “Pinch Hitting” for Ron Holt

“The issues I’ve found when a school does a change in ownership”.  

 “What the Dept. Does to a School on HCM-2”

David Canaski

“Title IV Compliance Outside of the Financial Aid Office: “Do you think your Third-Party Servicer is keeping you “compliant”?  When is the last time they talked with you about Clery?  GLBA?  Title IX? (or a dozen other compliance issues?). Let’s step outside of the Financial Aid Office and talk about campus-wide Title IV compliance”.

“Re-Thinking your Admissions Process: Is your Admissions/Financial Aid process the same as it was twenty years ago?  Are you confident it is compliant in the current environment?  Is it as effective as it used to be?  Let’s talk about it”!

Yolanda Gallegos

 “Borrower defense” By Yolanda R. Gallegos   Gallegos Legal Group

Joe Knutte

“Things you need to be aware of for the 2024 audit season. Plus, a state of the union on Title IV developments.”

 

If you do not have a password, please email Terry Hopkins at AlohaTerry@tampabay.rr.com to get your secret password!

 

Get Your Certificate for 2024

To remain eligible to offer Title IV Aid, institutions must remain administratively responsible and financially capable. In the spirit of partnership with all the Private Career Colleges and Schools in the USA, we have agreed that there is a need for a basic and advanced financial aid training for private career school personnel. Many school owners may not fully realize the impact in their schools that the administration of Title IV Aid has on the value of their company. We offer this training, education and a place to interchange ideas at locations throughout the United States.

Normally we include with our conferences a certificate that most people take and add to their records.  This year if you attend our meetings on-line you still will be able to get your Certificate of completion for your records.

Sign up now!

Only $250 per SCHOOL, not per person!

Reserve Your Seat:
Two Summer Webinars Remain With Openings

Chris DeLuca with DL Training Solutions LLC will present this three-hour online webinar for training with respect to these important laws and regulations. The U.S. Department of Education’s guidance under Title IX and the Clery Act continues to evolve. All Title IV institutions are required to have policies in place designed to reduce incidents of sexual harassment, and to investigate and adjudicate formal complaints of sexual harassment, including sexual misconduct. Chris provides instruction and analysis to these complicated laws and regulations in an understandable form. Upon completion of the webinar all registered participants will receive a certificate of completion and a copy of the presentation materials.
Read More Webinar Detail

 

Live Webinar
Cost: $145
August 3, 1-4pm EST
September 7, 1-4pm EST

Register Today:

Register for August 3 Title IX Webinar

Register for September 7 Title IX Webinar

 

To all who put on the conference, Thanks!

I would like to thank first off, our sponsors that chipped in and make this all possible.   Alverez & Mendoza, PA  and Dave Mesko and Case / Sabatini, plus a big thank you to David Canaski for supplying the folders for the conference. Without this help the conference would not have happened.

To all our presenters, the Dallas Financial Aid Conference 2023 was an enormous success! I got words of praise from everyone at the meeting and after in the emails, people praised you for your presentations and the knowledge you shared with the group, this was even more than last year.

I am very grateful for all the time and money you all contributed to this adventure and truly thankful for it.  I know people in our audience were very appreciative of what was presented.

 

Plans for next year…

• Try to line up sponsors and get commitments for all three meetings in 2024. (Dallas, Philadelphia, and Chicago) I will need your help on this.
• Get all our programs lined up, with help from each local regional school. I do plan to get school people involved in the planning and participation of each meeting. Having the BOD of each region do something and take their suggestions to improve our meetings. Each region might be a little different and that is fine, if the schools in the region want that.
• Have the dates, times and places set by October of 2024 so that all of vendors and sponsors can have time to work our meetings in to their coming year’s 2024 budget.
• Continue with Constant Contact and beef up our LinkedIn and Facebook accounts with white papers and school related items of interest.
• Continue the personal phone calls (Terry) to schools and vendors in the coming months. If there are people that I should call please let me know, sponsors or schools!

 

Thanks again for all the effort, plane rides and work you put into this conference!

Sincerely,

Terry Hopkins

 

I wanted to thank all of you for attending the first LIVE
Financial Aid Conference in two years! Dallas was a
wonderful place for a meeting if you can only have one
meeting a year! The other two places (Philly and Chicago)
were not fully open or had restrictions on meetings when
we were trying to set up our usual meetings in December
of last year, so Dallas was the place. It worked out well,
the hotel was great, the speakers were outstanding, and
airfare for most was cheap due to Southwest Airlines
having their hub at Love Field which was also right
outside the door of the hotel.

We had good crowd with over 65 school people in
a1endance and all were decision makers in their schools.
We had people from as far away as California, Michigan,
and  Massachusetts and of course from all over the
Midwest and South. Thank you all for your dedicated
support and kind words after the meeting.

We are in the process of planning 2023 now and it looks
like we will have our usual 3 meeting in Dallas, Philly, and
Dallas as before. I would like to have your input into what
subjects you would like covered so please take the time to
answer our survey questions when we email them in
coming days.

We also would like to have your input into next year’s
meetings. If you would like to help, we are planning to
have several opportunities for schools to participate in
the planning of next year’s meeting. We would like to
have regional school people help in this process and we
will be contacting several of you to help. Of course, if you
would like jump in help, please contact Terry Hopkins at
your convenience. alohaterry@tampabay.rr.com

I would like to thank all our speakers and sponsors for
their help in this meeting. We all owe them a big thank
you for stepping up, taking time out of their busy
schedules, and doing a fantastic job at this meeting! I
know we all appreciated your help and the knowledge
you shared with us.

If you need your certificates of attendance or PowerPoint
copies of any of the presentations, please email me at
alohaterry@tampabay.rr.com and will get yours at once!
Thank you,
Terry Hopkins “Aloha Terry”

SUNDAY 

Conference Registration

BACHMAN I & II FOYER

By Diana Rodriguez 

Wright International Student Services

__________________________________________

SUNDAY MAY 1st – Bachman II

 

 

Financial Aid INFO for everyone will be offered for 3 hours starting on

Sunday from 2:00pm to 05:00pm & Monday 2 hours during the break sessions

BREAK ALL DAY –   ROOM FOYER

Sponsored by

David Mesco Case | Sabatini

02:00pm to 04:00pm

Financial Aid Communications for School Personnel 

(Financial aid is different than academics which means school personnel need to know more than we probably do.)

By Gregory Plourde – Gregory Jon Consulting

 

04:00pm to 05:00pm

Financial Aid Audit Compliance

(What to know so you aren’t a Program Review statistic)

By Gregory Plourde – Gregory Jon Consulting

      _______________________

 5:00 PM– HOTEL ATRIUM AREA

Champion College Services – John White 

 

MONDAY, May 2nd

07:00am– 09:00 CONFERENCE REGISTRATION–BACHMAN I & II FOYER Sponsored By

                       

08:30am to 09:00am – BACHMAN I & II

Opening and Welcome – Terry Hopkins 

Invocation by Ron Holt  

08:45am to 09:00am

Terry Hopkins introduction of our exhibitors and sponsors

 

09:00 to 10:00  – BACHMAN I & II

Federal Regulatory Policy

By Ron Holt – Ron Holt’s federal regulatory update will provide a review of the more important new federal regulations that have been on the drawing board since last fall and this spring, along with other notable regulatory developments affecting postsecondary institutions.

         

10:00 AM TO 10:15 AM – BREAK 

 

10:00am to 11:00am – BACHMAN I & II

 By  David J. Mesko, “Planning for Stress-free Audits”, and  Updates on the DOE Composite Ratios.

 CPA Director of the Career Colleges Group   Case | Sabatini

 

11:00am to 12:00am – BACHMAN I & II

By Dr. Rene Pellom

The importance of empowering schools to be as prepared as possible in these arenas cannot be overstated. With this in mind, this session is designed to help your institution better organize and implement processes and best practices that help accomplish the general goals of increasing institutional effectiveness and attaining quality outcomes.

12:00AM TO 1:00PM – LUNCH – BACHMAN I & II SPONSORED BY David M. Canaski Financial Aid Experts, Inc.

 

12:00pm to 1:00pm  Working lunch with Carol Woodard – BACHMAN I & II

NLP – Making the Connection with Effective Communication

Organization charts are filled with multi-generations and let’s face it, how we communicate with co-workers has changed. Join international educator, author, and Neuro-Linguistic Master Practitioner Carol Woodard as she shares information on making the connection in our ever-changing organizations. Learn the skills needed to become a master communicator, develop rapport with your staff and students while discovering what drives their lives and creates change

OPEN BREAK SPONSORED BY HEAC                   

01:00pm to 02:00pm – BACHMAN I & II     Regulations and Compliance Website issues non-Financial Regulations 

by David M. Canaski Financial Aid Experts, Inc.

02:00PM to 02:15pm – BACHMAN I & II Student loans are going to be payable someday, what is your plan?    By Diana Rodriguez – Wright International Student Services /  John White – Champion Services                                       

Sponsored by:

02:00PM TO 03:00PM  OPEN BREAK

 

02:00PM to 02:45pm – BACHMAN I & II

Institution compliance with verification vs. conflicting information

(File information is not just in Student files)   Financial Aid INFO for Everyone

 By Gregory Plourde – Gregory Jon Consulting

OPEN BREAK SPONSORED BY

02:45PM to 03:30pm –BACHMAN I & II

Withdrawal and Return To Title IV 

(your school should consider if procedural or policy changes when a student has withdrawn regarding the appropriate effective date to report the student’s “W” status in your Enrollment Reporting)

Financial Aid INFO for Everyone

By Gregory Plourde – Gregory Jon Consulting

03:30PM to 04:15pm – BACHMAN II

New Financial responsibilities supported schedules for this coming year – By Joe Knutte

 

04:15PM  – BACHMAN I & II AJOURN

EXHIBITORS DRAWING BY TERRY HOPKINS

THANKS FOR A GREAT CONFERENCE

            SEE YOU NEXT YEAR SAME PLACE, MARCH 2023

 _____________________________________

Sunday Classes include    Financial Aid for Everyone with Gregory Plourde, Gregory Jon Consulting will start Sunday in the afternoon, and all will finish with a Hospitality meet and greet Sunday evening, starting at 5:30 PM.

Monday’s NEW FORMAT, Financial Aid CONFERENCES start Monday at 8:300 AM.    Financial Aid Conferences programs starting Monday morning at 9:00 AM ending at 4:30 PM.    Financial Aid for Everyone will be offered as a regularly scheduled part for the conference during Monday, so you pick the classes that suit you and your school best. (Please check the agendas for times of your individual events.)

 

Remember you can come from any of our 3 locations and get the same fine educational value.  Come to the meeting that suits you schedule and your budget.

 

THANKS FOR A GREAT CONFERENCE

            SEE YOU NEXT YEAR!