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EdFund is committed to providing pertinent and engaging training geared to your needs.
Webinars
Borrower Success
Cash Management
Comment Codes
Credit Reports & Scores
FAAs and Required Tax Knowledge
GI Bill — Education Benefits
Identity Theft
Incorrect Data Challenge
IRS Data Retrieval
Loan Counseling
 
Making the Call — Delinquent Borrower Counseling Guide
Professional Judgment
Promoting Financial Literacy on Campus
Return to Title IV (R2T4)
R2T4: Post-withdrawal Disbursement
Three-year CDR
Understanding Deferment & Forbearance Options
Verification
Year-round Pell Grant

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Borrower Success: Solutions for Preventing Delinquency and Default

Unsure of the newest loan counseling requirements? Need more information about the three-year Cohort Default Rate and its impact on your school? Want to learn more about the new income-based repayment plan? Get answers to these questions and more to ensure your campus has the tools for borrower success.

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Cash Management

Are you uncertain of your role when it comes to cash management? Does the whole subject just make you nervous? EdFund can help. Join us for a webinar on the ins and outs of cash management; designed for those who handle FSA funds. You'll learn:

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Comment Codes — Where C-codes Come From and How to Resolve Them

This session will cover the basics related to c-codes.

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Credit Reports & Scores

Credit reports are becoming more important and the financial decisions students make today will impact their future. Learn what a credit report tracks, the components of a credit score, what lenders look for when making a loan decision, the benefits of a positive credit report and how to prevent fraud. Join us for this informative webinar and gain the knowledge you seek to educate your students and put them on the right path to financial success.

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FAAs and Required Tax Knowledge

This webinar addresses Part I of IRS Publication 17: the income tax return. We will review:

  • Filing Information
  • Filing Status
  • Personal Exemptions
  • Dependents

You will learn who must file, which form should be used, who can be claimed and due dates. We will provide you handouts and case studies, and guidance on student verification. You will also get the opportunity to apply the law in various scenarios.

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GI Bill — Education Benefits

The Post-9/11 GI Bill, passed by Congress last year, is the most extensive educational assistance program for veterans and their dependents since the original GI Bill was signed into law in 1944.

Financial aid administrators need to become familiar with US Code references like Chapter 33, Chapter 30, Chapter 1606, Chapter 1607, Chapter 31, Chapter 32, Chapter 35 and Chapter 6. These sections of title 38 will impact undergraduate and graduate schools when it comes to the Expected Family Contribution and the awarding of financial aid to veterans and their dependents.

This webinar will provide a basic overview of education benefit programs for veterans and their dependents.

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Identity Theft

Identity theft is a fast-growing problem for everyone. Gain an understanding of who is at risk and why it is of special concern in the college community.

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Incorrect Data Challenge

On February 8, the Department of Education sent draft Cohort Default Rate's (CDR) to schools. Take advantage of your last opportunity to lower your 2008 CDR by submitting an Incorrect Data Challenge. This webcast will prepare you and provide you with the necessary tools to successfully review your default rate, identify defaulters that should not be included, and submitting an appeal to the data manager to have these defaulters removed. A successful appeal will lower your official CY 2008 CDR.

 

IRS Data Retrieval

For a decade or more, there’s been talk about easing the path to FAFSA completion for students and parents by using IRS data to populate the FAFSA. It’s talk no longer; it’s coming in 2010! In this one-hour webinar, we will give you an overview of how the IRS Data Retrieval Tool will work and how your financial aid applicants can use it.

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Loan Counseling

Are you presenting a loan counseling session soon? Do you know what all the requirements are? Want to make it fun and interesting? Do you want your students to understand and remember what you told them? Schools need to be ready to conduct effective and compliant loan counseling sessions for their students.

EdFund is offering additional training to help schools organize their sessions. This one-hour webinar will review loan counseling requirements as well as give you some ideas to make your loan counseling sessions something to remember. Watch and listen on your own or invite your co-workers to join you as you learn how to make your loan counseling sessions memorable.

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Making the Call — Delinquent Borrower Counseling Guide

This session’s goal is to help you with your efforts in contacting your delinquent borrowers, following six easy steps. We’ll go over how to introduce the phone call and how to provide available options so you can help your students avoid default and bring them back on a track to a successful repayment experience. We will also provide you with some tips to help ease making the call and carrying on a conversation and how to manage difficult borrowers over the phone.

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Professional Judgment

Judgment is defined as the act of assessing a person's situation based on the available information. As financial aid professionals, you are asked on a regular basis to do just this for students through professional judgment (PJ).

Join us as we explore case studies of "unusual circumstances" designed to help you better understand professional judgment. We will go in-depth on:

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Promoting Financial Literacy on Campus

Money management. Smart borrowing. Borrower responsibilities. You have important information your students need to know. But how do you get students to act? This session shows you how to effectively communicate to borrowers through no-cost or low-cost marketing strategies. You'll learn the components of an effective message and key concepts that motivate students.

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Return to Title IV (R2T4)

Return to Title IV calculations can be frustrating and complicated. Would you like to learn more about R2T4 and its relationship to overawards and overpayments? This workshop has been designed to help your institution understand the inner workings of the R2T4 process, and get a handle on overawards and overpayments.

Together we will carefully examine the philosophy behind R2T4 and review case studies. We aim to make a positive difference in your practical knowledge of R2T4! Topics covered:

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R2T4: Post-withdrawal Disbursement

Should I stay or should I go? That's a real question for some students.

And when the answer is "go," it's up to you to ensure those students receive the funds they have earned through their attendance. Your institution is required to take certain steps in determining a student's eligibility for a post-withdrawal disbursement. This webinar will address the entire process, and demystify its intricacies. Next time a student withdraws, with or without your knowledge, you will be well prepared!

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Three-year CDR

What is a cohort default rate (CDR) and how does it affect my school? The EdFund Institute's "Cohort Calculations" webcast will teach you how to measure your school's performance in managing its student loan program. We'll also look at how the CDR is calculated, how it affects your school and how it impacts your borrowers.

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Understanding Deferment & Forbearance Options

This session’s goal is to give you a better understanding of the postponement options available for your students to help them avoid delinquency and default. We’ll go over some of the basic criteria the borrower needs to meet in order to qualify for a Deferment or Forbearance as well as some best practices for applying these options to the borrower’s account.

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Verification

Do you have more questions about verification than you have answers? Do you find yourself in a maze of paperwork wondering if you have all the right documentation? Does reading the Application and Verification Guide make you consider taking tax preparation courses?  

This webinar is designed for those who would like more in-depth training on the verification process. Join us and discover the ins and outs of verification.

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Year-round Pell Grant

With the posting of final rules by the Department of Education on October 29, 2009, we now have the appropriate guidance to “allow a student to receive funds from a second scheduled award within an award year,” aka the Year-Round Pell Grant. The objective of this one-hour webinar is to provide you with a high-level understanding of what a Year-ound Pell award may look like and help you implement and apply the final rules.

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