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10:00am - 10:45am - Welcome/Icebreaker | Chad Sartini

11:00am - 12:00pm - Student Eligibility Quiz Show | Dana Kelly

12:00pm - 12:45pm - Lunch*

1:00pm - 2:00pm - Tax Overview | Robert Weinerman

The basics of taxes, we will cover:

• When you’ll get a tax return

• FAFSA data on the tax return

• Intro to who must file

• Intro to filing status

• Resources.

2:00pm - 3:00pm - Verification | Andrew Quinn

Come learn more about the puzzle that is FAFSA Verification! We will discuss the 23-24 Verification requirements, some case studies, and discuss ways to engage with students and encourage them to complete the Verification process timely.

Added Bonus: All participants in the fundamentals workshop will be able to access Iron Bridge Resources’ on-line, on-demand FM Verification and Conflicting Information training program presented by our very own Robert Weinerman, through June 30th, 2023. 

This comprehensive program of recorded webinars include everything a financial aid administrator needs to know about taxes, from the basics of verification group V1, to the “Who is required to file a tax return” and “What is the correct filing status for a person” questions, to splitting a single AGI and income tax from a joint return – and more. This program costs up to $200 and is available to fundamentals participants for free. 

For questions about this opportunity, please contact Robert directly at training@ironbridgeresources.com. Instructions for accessing the training will be provided in person at the fundamentals event. 

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1:00pm - 2:15pm - Welcome & The Way of the Shepherd | Patty Peterson

Discover seven principles used by effective leaders and put them into practice with your own team to build a highly productive team. 

Learn how to teach the people around you to view their work as a calling rather than merely a job, a place to work rather than a place to get a paycheck.  Challenge yourself to become a great leader and bring out the best in your team.

2:15pm - 2:30pm - Break

2:30pm - 3:45pm - Discussion: Submit questions/topics here | Ryan McNamara

Conference Welcome

Speaker: Joe Dobrota

National Anthem

Singer: Sheila Holman |  Moderator: Kevin Holman, CollegeAve

Charity Welcome

Charity: Matt Kühn |  Moderator: Joe Dobrota

New Cost of Attendance (COA)

Presenter: Dana Kelly  |  Moderator: Kevin Holman, CollegeAve

FAFSA Simplification created several new requirements and changed how certain components are now handled in the 23-24 award year.  This session will recap those changes and dig into some of the nuances as identified in questions NASFAA has received from your colleagues.

Board Game Night

Join us for a game night! Everyone interested in playing board games, from people completely new to the world of modern board games to grizzled veterans with massive personal collections are encouraged to join us for a night of fun.