Advanced Topics Workshop: Demystifying Self-Employment Issues

The 2016 Advanced Topics Workshop is a blended learning experience with pre-event homework assignments and a two day in-person workshop. It’s designed to help you make better financial aid decisions for families who are self-employed or own a business.


Registration for this event has closed.


This event will be held in the same location as your hotel:

The Westin Denver Downtown
1672 Lawrence Street
Denver, CO 60606

SSS has a limited block of rooms with special rate of $192+ tax for registered Summer Series attendees. To make your housing reservations, you must first register for the Institute. Your registration confirmation will include the link to make your hotel reservations. The housing deadline for registered attendees is July 1st. The rate is subject to change when the room block is filled.


July 27: 7:45am – 4:30pm MT
July 28: 8:00am – 4:30pm MT

Get Connected

Share your experience with other participants through Facebook or Twitter at hashtag: #AdvTopicWorkshop

Cancellation Policy

Cancellation must be sent by email to Patricia Hayden at by June 1, 2016 to receive a refund minus a $100 processing fee. No refunds will be issued after June 1.


Please email Patricia Hayden, Director, Professional Development or call (202) 973-9769 if you have any questions about this event.


This two-day workshop, designed for mid- to senior-level financial aid professionals who have gone through at least one year of the financial aid process, will help you unpack cash flow for sole proprietorships, Partnerships, and S Corporations while using the School Portal for making the best award decisions for families who own businesses.

The workshop includes a combination of a pre-workshop assignment, case studies, and small group exercises to help you understand the various ins-and-outs related to self-employment.  Working with your peers, you will shape the policies your school should enforce, while learning how to decode the tax documents that accompany the PFS’s of various business owners.

The Advanced Topic Workshop is designed to help you:

  • Gain clearer understanding of the differences between the main types of business entities you’re likely to see.
  • Determine household cash flow using tax forms related to various types of business owners.
  • Develop or affirm school policies to manage self-employment issues better.
  • Use School Portal to determine the best parent contribution based on what you’ll uncover from business tax forms.


For the full program outline, click here.

Who Should Attend

Mid-and senior-level financial aid practitioners.

Workshop Presenters

Mark Mitchell, Vice President, SSS by NAIS
Melvin Rhoden, School Support Manager, SSS by NAIS
Mike Szydlowski, Director of Financial Aid, Woodberry Forest School (VA)

What to Expect

  • Pre-Workshop Assignment: You will complete an exercise prior to the workshop to gain familiarity with the various tax forms for different types of business owners.
  • Supplemental Resources: You will have access to the Advanced Topics Workshop resources page which will include materials, tools, and templates to use during the Advanced Topics Workshop and/or back at the office to help you apply what you learn.
  • Technical Requirements: For onsite case study work, participants need to bring a laptop with wireless capabilities to access the SSS School Portal.


Program Early Bird (by 6/9) Standard (by 7/8)
Advanced Topics in Financial Aid $795 $895