Maintained for Historical Purposes

This resource is being maintained for historical purposes only and is not currently applicable.

(ANN-01-06) (ANN-01-06) This letter announces 2001-02 Fiscal Management Training (FMT).

Publication Date: September 2001

DCL ID: ANN-01-06

Summary: This letter announces 2001-02 Fiscal Management Training (FMT).


September 2001


ANN-01-06

SUMMARY: This letter announces 2001-02 Fiscal Management Training (FMT).

Dear Partner:

We are pleased to announce Fiscal Management Training (FMT) for 2001-02. These two-day workshops are offered nationally and will focus on current accounting, record keeping, and reporting elements that schools need to know to administer the Title IV student financial aid programs.

1. WHO WILL BENEFIT FROM THIS TRAINING?

You should attend if you are a comptroller, bursar, cashier, bookkeeper, or other fiscal officer at a Title IV postsecondary institution. Financial aid officers from your school may also benefit from these workshops. All attendees should have at least two years of experience in the Title IV aid programs.

2. WHAT WILL WE COVER AT THE WORKSHOPS?

The first day (Sessions 1-4) will cover more fundamental topics for those with only a few years of experience administering the aid programs. The second day (Sessions 5-8) will cover more complex topics:

  • Overview of Institutional Responsibilities (Session 1)
  • Recordkeeping and Reporting and Requirements (Session 2)
  • Key Fiscal Procedures in the Campus-Based Programs (Session 3)
  • Accounting Procedures for Title IV Programs (Session 4)
  • Obtaining, Managing, and Returning Title IV Funds (Session 5)
  • Return of Title IV Funds (Session 6)
  • Federal Updates (Session 7)
  • Wrap-Up and Questions & Answers (Session 8)

For more details please refer to the agenda in the attachment.

3. HOW ARE THE WORKSHOPS PRESENTED?

We have changed the delivery style of the workshops to move away from strictly lecture-based training to more interactive training. The trainers will devote significant portions of the workshop to facilitate learning activities among the participants. The program will include several exercises as well as team and individual activities to encourage active engagement in the learning experience.

4. WHEN, WHERE, AND HOW LONG ARE THE WORKSHOPS?

We are offering seventy-seven workshops in the continental U.S., Puerto Rico, Alaska, and Hawaii; some will take place at schools and others in the Department's training facilities. The first workshops will run from October 15 through December 13, 2001, and the remaining workshops will run from January 8 through February 14, 2002.

Each of the two days begins at 9:00 a.m. and ends at approximately 5:00 p.m., including lunch and two breaks.

5. HOW DO I REGISTER FOR A WORKSHOP?

To register, go to http://bcol01.ed.gov/CFAPPS/SFA/register2a.cfm. Each workshop is limited to fifty people, so we recommend that you register as soon as possible to reserve space in the workshop you prefer.

The training is free of charge. However, you must arrange and pay for your own transportation, meals, and lodging.

To get maps and information about lodging, restaurants, and parking for each workshop, go to the Web site at: http://www.ed.gov/offices/OSFAP/sfau/tdocs.html and press the "Workshop Information" button. The workshops are organized by dates and locations within the ten ED Regions. Find the workshop for which you have registered, and click on it to review and print the information. Please note that we are not endorsing the lodgings, restaurants, parking facilities, or other information provided.

6. WHAT ABOUT MATERIALS? WHAT DO I NEED TO BRING?

You will receive a copy of the 2001 Blue Book, as well as the Fiscal Management Training - Participant's Guide.

Please bring two 1-1/2 inch, three-ring binders to hold your copies of the Guide and the Blue Book. Also, bring a pocket calculator to perform some of the case study exercises.

We hope that Fiscal Management Training will give you knowledge and skills that help you administer the Title IV aid programs at your school. Thank you for your interest and participation in this training.

Sincerely,


Anne Teresa, Director
SFA University
Student Financial Assistance

Attachment

Last Modified: 09/19/2001