Summary: This letter describes a nationwide series of Fiscal Officer Training Workshops and lists the sites, dates, and registration procedures.
Author: ODAS - Office of the Deputy Assistant Secretary - SFA
SUMMARY: This letter describes a nationwide series of Fiscal Officer
Training Workshops and lists the sites, dates, and registration procedures.
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
1. WHAT WILL BE COVERED AT THE WORKSHOP?
Fiscal Officer Training features nine highly interactive sessions that
either supersede or expand on topics covered in the Fiscal Officer
Training in 1995, and in the 1995 edition of The Blue Book:
ACCOUNTING, RECORDKEEPING, AND REPORTING BY
POSTSECONDARY EDUCATIONAL INSTITUTIONS FOR
FEDERALLY-FUNDED STUDENT FINANCIAL AID
PROGRAMS. Topics will include the new recordkeeping and
audit requirements, new financial risk ratio regulations, new cash
management provisions, and the new Grants Administration and
Payments System (GAPS). The training will also cover long-
standing issues involved with institutional responsibilities, the
management of Campus-Based Program funds, and the
administration of refunds and repayments. An accounting
issues session will be entirely devoted to case studies. The final
session will cover Reauthorization of the Higher Education Act
(HEA) and other current issues.
At the end of each workshop day, a separate question and answer
session will be scheduled to give every workshop trainee an
opportunity to raise further questions and concerns.
For more details on the agenda, please refer to ENCLOSURE A.
2. WHO SHOULD ATTEND THE WORKSHOP?
The training is designed for fiscal officers at the intermediate level,
including comptrollers, bursars, cashiers, bookkeepers, and other
business office staff at postsecondary institutions. Prospective
trainees should have at least one year of experience with the fiscal
administration of the Title IV aid programs. We are not encouraging
financial aid administrators to attend the 1997 workshops, unless
they have similar fiscal administration experience.
3. WHERE, WHEN, AND HOW LONG ARE THE
Thirty-two workshops will be offered from October 27 to December
19, 1997 within the continental U.S., Hawaii, and Puerto Rico. All
workshops will be held at hotels, except for the workshop in Hawaii,
which will convene at a postsecondary institution. Please refer to
ENCLOSURE B for the address, telephone number, and date of each
workshop. Each day of the workshop will begin at 9:00 a.m. and end
at approximately 5:00 p.m., including lunch and breaks.
4. HOW DO I REGISTER FOR THE WORKSHOP?
We are using our automated phone-in registration system for this
workshop series. Please call 1-800-341-5682 to register. A series of
menus and prompts will guide you through registration.
YOU SHOULD HAVE CERTAIN INFORMATION AT HAND
WHEN YOU CALL, including:
- The two-digit code number of your desired workshop; it is found
to the left of each workshop listed in ENCLOSURE B;
- Your telephone and fax numbers; and
- Your Title IV school code number.
YOU WILL NOT BE ASKED TO GIVE YOUR SOCIAL
SECURITY NUMBER. Instead, the system will assign a
confirmation number for each person registered. Please record and
keep this confirmation number should you later want to make a
change or cancellation, and register for only one workshop, as space
IF SPACE IS AVAILABLE AT THE WORKSHOP, you will be told
that you are confirmed for attendance at that workshop and you will
be given a confirmation number. This verbal confirmation will be
the only one you will receive from the system -- no paper
confirmation will be sent to you. The registration system tracks the
number of attendees at each workshop and produces a sign-in sheet
for each workshop (the Record of Attendance form). IF SPACE IS
NOT AVAILABLE, you will be told during your call and allowed
to choose another workshop. When your call concludes, you will
have an option to register up to four more persons.
AFTER REGISTERING FOR A WORKSHOP, IF YOU NEED TO
CANCEL OR CHOOSE A DIFFERENT WORKSHOP, please call
1-800-341-5682. As with your initial registration, menus and
prompts will take you through this process. Because of limited
space, we ask you to make changes as soon as possible.
IF YOU ARE UNABLE TO ACCESS THE PHONE-IN
REGISTRATION SYSTEM, please call the registration assistance
line at (202) 205-2667 between 8:00 a.m. and 5:00 p.m., Eastern
Time, Monday through Friday. This line will help you use the
phone-in registration system and, if needed, provide you with the
services of a sign language interpreter at your workshop. However,
this line cannot give information about other training or register you.
After hours you may leave a voice mail message and we will return
5. WHAT COSTS ARE INVOLVED, WHAT MATERIALS
WILL BE PROVIDED, AND WHAT DO I NEED TO BRING
TO THE WORKSHOP?
Fiscal Officer Training has no registration or materials fees.
However, registrants should arrange and pay for their own
transportation, meals and lodging. Please note that a limited number
of rooms have been reserved at a group rate at each of the hotel
workshop sites. Each hotel will have a set date when the group rate
will expire. Your reservations should be made only after you have
been confirmed for attendance at your workshop. If you have any
questions about the hotel or postsecondary institution site, including
directions or parking, please telephone the site.
Every registered participant at the workshop will receive a free copy
of the Participant's Guide: Fiscal Officer Training Workshop. Please
bring a two-inch thick, three-ring binder for the Guide, and a pocket
calculator so that you can more easily follow the lecture and
participate in the exercises.
6. WILL CONTINUING PROFESSIONAL EDUCATION
(CPE) CREDITS BE OFFERED TO CERTIFIED PUBLIC
ACCOUNTANTS WHO COMPLETE A WORKSHOP?
We are currently seeking sponsorship for CPE credits for Fiscal
Officer Training. An application for registration was sent to the
National Association of State Boards of Accountancy (NASBA);
New York State Board for Public Accountancy; Illinois Department
of Professional Regulation; and Indiana Professional Licensing
Agency. We expect to be registered by all four entities before the
start of the workshops.
The automated registration procedure allows you to indicate whether
or not you wish to take this training for Continuing and Professional
Education (CPE) credits for CPA licensure in your state. IF YOU
DO, YOU WILL NEED TO ATTEND THE ENTIRE WORKSHOP
AND SIGN A RECORD OF ATTENDANCE FORM IN THE
MORNING AND AFTERNOON OF EACH DAY IF YOU WISH
TO RECEIVE CPE CREDITS. Each trainee at the workshop who
meets those requirements will receive either a Certificate of
Attendance at the end of the workshop or a letter serving the same
purpose after the workshop concludes. Both documents will indicate
the number of CPE credits earned.
We believe participation in Fiscal Officer Training will assist you in
the administration of 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
Student Financial Assistance Programs