Summary: This letter announces a nationwide series of Fiscal
Officer Training Workshops in 1995.
SUBJECT: This letter announces a nationwide series of Fiscal
Officer Training Workshops in 1995.
REFERENCE: This announcement refers to training that will
supplement information contained in the 1995 edition of The Blue
Book: Accounting, Record-keeping, and Reporting By Postsecondary
Educational Institutions For Federally-Funded Student Financial Aid
We are pleased to announce an upcoming series of Fiscal Officer
Training Workshops. The two day workshops will focus on accounting,
recordkeeping, and reporting elements that postsecondary institutions
need to know in order to administer the student financial aid programs
under Title IV of the Higher Education Act.
What will be covered at the workshops?
Fiscal Officer Training comprises a workshop overview, introduction
and seven sessions with three lab exercises. Enclosure A (workshop
agenda) lists the major topics. This training expands on issues
covered in the 1995 edition of The Blue Book: Accounting,
Recordkeeping, and Reporting By Postsecondary Educational
Institutions For Federally-Funded Student Financial Aid Programs.
Who should attend the workshops?
The training is primarily for fiscal officers: bookkeepers, cashiers,
bursars, comptrollers, and other business office staff at postsecondary
institutions participating in the programs. We also encourage
financial aid administrators to attend these workshops so that they
may better understand the Title IV aid responsibilities shared with
fiscal officers at their institutions. Such responsibilities include the
reconciliation of cash and reconciliation of federal funds.
How many, where, when, and how long are the workshops?
Twenty-five workshops will be offered from October 31 through
December 15, 1995 within the continental U.S. and Puerto Rico.
Please refer to the Schedule (Enclosure B) for the locations and dates
of each workshop. Each two-day workshop will begin at 9:00 a.m. and
conclude at approximately 5:00 p.m. each day.
How do I register for the workshop?
To register, complete the Registration Form (Enclosure C) and mail
the form to the P.O. Box address shown on that form. Be sure to
indicate on the form your workshop preference, both first and second
choices. Every effort will be made to accommodate your first choice.
For the hearing impaired, please indicate if a sign language interpreter
is needed. There is no charge for the workshop or workshop
Your Registration Form should be mailed no later than Tuesday,
October 10, 1995. All prospective participants will be registered on a
First-Come, First-Served basis.
Once you have been confirmed for either workshop, we will send you a
"reservation confirmed" letter. This letter will give the address and
telephone number of the workshop location. If space is no longer
available at either workshop location, we will send you a "no space
available" postcard. If you need overnight accommodations, we ask
that you make your own reservations.
What materials will be provided and what do I need to bring to the
Everyone registered to attend a workshop will receive a free copy of
the Participant's Guide and the Blue Book for 1995. Both the Guide
and the Blue Book will be used at the workshop.
Please bring the following items to the workshop so that you can
participate in the group activities and in other exercises: two 2-inch
thick, 3-ring notebooks binders for the Guide and Blue Book and a
Will Continuing Professional Education Credits be offered to certified
public accountants who complete a workshop?
The Office of Postsecondary Education (OPE) is in the process of
applying for approval as a sponsor organization for Continuing
Professional Education (CPE) for Fiscal Officer Training in 1995.
Application for approval has been sent to the National Association of
State Boards of Accountancy (NASBA). Since the New York State
Board for Public Accountancy, Illinois Department of Professional
Regulation, and Indiana State Board of Public Accountancy do not
accept NASBA approval, we have also submitted separate
applications to those organizations. We expect to receive approval
from these Boards before the 1995 workshops start.
If OPE is approved as a sponsor organization and if you wish to
receive these credits, you will need to attend the entire workshop and
sign a Record of Attendance form in the morning and afternoon of
each day. The signed forms must be retained in our files in order to
comply with NASBA, New York, Illinois, and Indiana regulations for a
sponsor organization. Each participant who meets those requirements
will receive a Certificate of Completion or a letter serving the same
purpose. Both will indicate the number of CPE credits earned.
We believe participation in Fiscal Officer Training will assist you in
administering the Title IV aid programs at your postsecondary
institution. Thank you in advance for your interest in this training.
Elizabeth M. Hicks
Deputy Assistant Secretary for
Student Financial Assistance Programs