Advanced Topics Workshop: Demystifying Self-Employment Issues

The 2017 Advanced Topics Workshop is designed to help you make better financial aid decisions for families who are self-employed or own a business.


Register

Register now!

Hotel

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

Hyatt Regency Baltimore Inner Harbor
300 Light Street
Baltimore, MD 21202

SSS has a limited block of rooms with special rate of $179+ 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 7th. The rate is subject to change when the room block is filled.

Schedule

July 26: 7:45 am – 4:30 pm
July 27: 8:00 am – 1:00 pm

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 hayden@nais.org by June 2, 2017 to receive a refund minus a $100 processing fee. No refunds will be issued after June 2nd.

Questions?

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

ABOUT THE WORKSHOP

This 1.5 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 uses a combination of a pre-workshop assignment, case studies, and small group exercises to help you master the ins-and-outs of evaluating financial need for self-employed families.  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 types of business owners.

The Advanced Topics 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 better manage self-employment issues.
  • Use the School Portal to determine the best parent contribution based on what you’ll uncover from business tax forms.

Agenda

Download the Workshop agenda.

Who Should Attend

Financial aid practitioners with at least one year of financial aid experience.

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 workshop and/or back at the office to help you apply what you learn.
     
  • On-site: Participants must bring a laptop with wireless capabilities to access the SSS Training Site to complete case study work.

Fees

Program Early Bird (by 6/2) Standard (by 7/7)
Advanced Topics in Financial Aid $750 $875