Upcoming events

Switch to Calendar View

• Verification and Conflicting Information Workshop - 2/24/25

  • When
    24 Feb 2025
  •  
    9:00 AM - 4:00 PM
  • Location
    Anne Arundel Community College

  Register

  
  

  Verification and Conflicting Information Workshop

  
  

  This will be a great workshop for only $45! Please join Robert Weinerman from Iron Bridge Resources as he provides updates on the following items:

  
  

  • Changes from academic years 2024-2025 to 2025-2026 (tax years 2022 to 2023)
  • V1 Verification of tax filers – documentation requirements
  • FAFSA verification data and non-verification data on the 2023 tax returns
  • Addressing conflicting information related to the taxable scholarship question
  • What is the correct filing status for a person and when does this matter to a financial aid administrator?
  • V1 Verification of non-filers – documentation requirements
  • Tax and non-filer related C codes and how to address them
  • When is a person required to file a tax return?
  • Addressing ISIRs with both Federal Tax Information and a manual statement of non-filing
  • Maximum Pell and the Foreign Earned Income Exclusion

  
  

  Robert will answer questions throughout the training. The program will include several examples to help clarify confusing points.

  
  The cost of $45 for Tri-State members does not include lunch, but there are several food options on campus and in the general area of the campus. Or feel free to bring your own lunch, if you prefer.

  
  

  We look forward to you joining us! Tri-State membership is required and you can sign up to be a member as part of the registration for this training. 

  Show details
• Neophyte Training - Summer 2025

  • Start
    14 Jul 2025
  •  
    8:00 AM
  • End
    17 Jul 2025
  •  
    12:00 PM
  • Location
    Salisbury University, MD
  • Spaces left
    45

  
  

  Neophyte Training - 2025

  
  

  This is a great comprehensive overview of financial aid. The training will be held Monday, July 14th through Thursday, July 17th at Salisbury University in Salisbury, MD.

  Based on prior years, the tentative agenda topics may include some or all of the following items. The training will provide a complete overview of financial aid for new and/or seasoned financial aid professionals who would like refresher training! 

  • Financial Aid Resources
  • Working with Intergenerational Students and Co-workers
  • NASFAA Credential sessions
  • NASFAA Updates
  • Financial Aid 101
  • FAFSA Simplification
  • Verification 
  • Professional Judgement 
  • Satisfactory Academic Progress (SAP)
  • Overawards and Overpayments
  • Loan Basics
  • Tri-State information/overview of who we are in DE-DC-MD and what we do as an organization!
  • Evening networking activities

  This training is offered over 4 days and 3 nights; commuter price is available for attendees not needing overnight accommodations.

  All meals will be provided and overnight accommodations are available in the high rise residential dorm (single rooms; shared bathrooms in quad area).

  This is the Salisbury University dorm and the best news? No commute to work!

   

  
  

  Early bird pricing will be available in the Spring of 2025.

  
  

  Commuters (no overnight accommodations, but meals are included): TBD
  Residents (overnight accommodations included and meals included): TBD
  

  
  

  We look forward to you joining us!
  

  
  

  Show details