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Verification continues to change as we manage the new normal of today and work toward the uncertain normal of tomorrow. We all know the intent of verification is to get the right amount of aid to those that need it most and the process can be challenging. Managing it will likely get even harder when you consider a possible flood of PJs. The challenges along the way can make or break the decision process for students and their families, impacting them for years to come and wreak havoc on your office.

In this session we will be joined by a panel of financial aid experts to talk through how the verification challenges are changing and actions we can take to mitigate them.

Burnout, or physical and emotional exhaustion due to the stress of working conditions, is all too familiar for those in higher education. Take the time now to learn about this phenomenon and prepare yourself for the busy academic year ahead.

This introspective and informative session will highlight the signs of burnout and research-based self-care practices that help to combat work fatigue. We will also discuss how job burnout impacts the field of higher education financial wellness on a larger scale. Attendees will develop a plan for self-care and stress reduction in order to burn bright without burning out.

The pandemic has changed everything and though recent studies indicate students want to come back to school, many will need a change in their financial aid to do so. PJs are on the rise and the current process is daunting and could be the difference in a student to deciding if they will enroll or return to school.

Join us to find out how PJ Advisor, our virtual professional judgement platform can streamline the professional judgement process for your students and your school. Developed with the student and administrator in mind, PJ Advisor is easy to use, streamlines the entire process, and is available on any device, wherever and whenever it is needed.

We’ll cover the features and the benefits along with a sneak peek at the platform itself.

It’s everywhere. Higher education institutions have unprecedented challenges to consider. What does “going to college” mean? How will revenue change? What will enrollment look like and what are we going to do about it? Where can costs be reduced and gains still made?

Join us as we talk with Steve McDowell, the Director of Financial Aid Services for the Connecticut State Colleges and Universities (CSCU) system, to find out how they are looking ahead to the next school session. We’ll focus on the role verification services plays with reducing melt, staffing challenges, expense management and verification lift.

There are some incoming freshmen who have taken all the necessary steps to start college but simply disappear over the summer. And there are currently enrolled students who have done what it takes to persist, but leave school due to verification roadblocks. Both sets of students are now facing additional challenges in the midst of the pandemic and can be seen as the opposite sides of the same “student melt” coin, resulting in lost opportunities for both college and learner. So what can we do to combat melt?

This session provides an overview of the melt phenomenon, considering today’s issues, using curated research to highlight some of the root causes and issues, as well as steps we can take to raise awareness and identify strategies to help students get to and through college.

If you’re preparing to graduate, don’t plan to return to school, or will drop below half-time enrollment, the repayment clock will soon begin ticking on your federal loans.

Head into repayment with the information you need to make smart choices and avoid costly mistakes. This one hour session will cover the basics of student loan repayment, including:

• How to save time and money throughout the life of your loan(s)
• How to choose a loan repayment plan that works best for your finances
• Options that allow you to avoid default and delinquency

This session is a great way to hear exit counseling concepts explained, with the opportunity to have your questions answered by an expert.

Students are often overwhelmed with the idea of money, budgeting, and financial planning. It’s so big that they don’t know where to start, how to create a plan and how to stay motivated to stay on track. Join us for an interactive session of sharing ideas on how to help students achieve some quick wins to improve their confidence, skills and knowledge, one baby step at a time.

By the end of the session, participants will walk away with 20 different ideas on how to help their students shift into action and success. Ideas will include:

• Getting family involved in the finances
• Finding money for college
• Crafting a budget
• Creating systems that support positive action
• Generating savings through small and achievable actions
• Using credit wisely

As financial aid administrators are always looking out for the best ways to find the balance between counseling students, meeting enrollment goals, keeping up with process demands, and compliance, the world throws in yet another challenge of managing all of this in an ever-changing global environment of uncertainty.

Join us as we talk with our panel of leading financial aid professionals from a diverse school background to find out what they are thinking about and planning for in the upcoming months as school sessions come to an end and planning for the next begins. We’ll cover topics regarding verification, professional judgment, and SAP appeals.

There are some incoming freshmen who have taken all the necessary steps to start college, but simply disappear over the summer. And, there are currently enrolled students who have done what it takes to persist, but leave school due to verification roadblocks. Both sets of students are opposite sides of the same “student melt” coin, resulting in lost opportunities for both college and learner. So what can we do to combat melt?

This half-hour session provides a brief overview of the melt phenomenon, using curated research to highlight some of the root causes and issues, as well as steps we can take to raise awareness and identify strategies to help students get to and through college.

How can we prepare students to say no in a world of nonstop peer pressure to spend, while technology makes it ever easier to do so?

In this one-hour webinar, we’ll explore the effects of social media on spending and saving, the drawbacks of fintech, and how we can tailor financial education programs to inform and empower students to resist.

Mindfulness may sound like a trendy buzzword that has more to do with yoga than higher education, but what if it could be used to help higher ed professionals decompress, handle work stress, and better serve students? And even if it did, who has the time?

In this one-hour webinar, mindfulness coach Daron Larson will educate us on mindfulness benefits and application by:

• Exploring how small behavioral changes lead to significant results over time
• Learning how to add mindful awareness to existing habits and activities
• Developing a simple, personal plan for incorporating a mindful awareness habit into your routine

In this one-hour webinar, Scott Cline, Vice President of Enrollment Management at California College of the Arts and Carissa Uhlman, Vice President of Student Success at Inceptia will discuss data and the use of data analytics in financial aid and enrollment. The presentation will cover:

• General understanding of the use of data analysis and predictive analytics
• Accessing the right financial aid data to support recruitment goals
• Evaluation of data for continual improvement
• Real-world scenarios from the California College of the Arts on the vital role data has played in reshaping financial aid awarding and meeting recruitment goals
• ROI and future trends

Verification—it strikes fear into the hearts of not only students but financial aid administrators everywhere. This cumbersome process can test the limits of any financial aid office and can lead to the unfortunate delay of educational goals for students who become overwhelmed in the process. Having processed thousands of verifications for schools across the country, Deana Unger will present a critical reflection on current trends, challenges, and opportunities, with the goal of significantly improving the user experience and combating verification melt. Scott Lapinski will join in as we share insights on top verification errors, student inquiries, recommendations for efficient processes, and student support tips including a use case from the University of Texas at Tyler.

The problem – your school has aggressive recruitment and retention goals. The Enrollment Office is off and running to meet those goals and while you know financial aid is critical to the mix, you’re unsure how to build a strong partnership and showcase the value your department provides to students.

In this one-hour webinar, Amy Cable, Executive Director, Enrollment Management Support at the Louisiana Community & Technical College System (LCTCS) and Sue Downing, Senior Vice President of Inceptia will present an overview of Strategic Enrollment Management and the vital role financial aid plays in meeting enrollment goals. The presentation will cover:

• General understanding of Strategic Enrollment Management
• Getting a seat at the table and showcasing your value
• Development of financial aid strategies to support recruitment and enrollment goals
• Real-world scenarios from the LCTCS on developing an integrated enrollment and financial aid strategy
• Future trends in Strategic Enrollment Management

Join Sydney Meimann from the University of Cincinnati’s Money Management Task Force for ideas and tips on ways to leverage cross-department relationships in an effort to best connect with students. Who can be your best ally in reaching students when it comes to financial education?

When it comes to nudging students to complete the FAFSA, you can never have enough tools to spread the message – but who has the time or resources to create a comprehensive FAFSA communication plan?

Join our half-hour express session to explore all the features of the FAFSA toolkit, including:

• Checklists
• Web banners
• Postcards, emails, and posters
• Even a verification video, and more!

Gen Z, the next generation of students, is more tech savvy and digitally driven than its predecessors – an area in which many campus departments are still getting up to speed. Learning their language and finding the right balance of electronic and interpersonal interaction will present challenges as FAOs adapt to these bright young minds; this session will help you prepare for that. Through research, and best practices from the University of Illinois, this session covers:

• Understanding the Gen Z mindset
• Communication and engagement strategies
• Tips from the University of Illinois to easily meet Gen Z where they are

While Inceptia’s latest student survey shows disparity between what students know about money versus how they behave, it’s not always just a matter of putting knowledge into action. Issues of inequity that arise from gender, race, and home and food insecurity can also affect our students’ ability to improve financial wellbeing.

This 1-hour session will combine the best research and ideas from our previous webinars to foster understanding and share best practices regarding:

1. Aligning financial education with student misperceptions
2. Recognizing issues of inequity pertaining to race, gender, and socioeconomic status
3. Case studies for developing financial education training and resources that address these systemic barriers

Award letters are a key to student recruitment, but today’s award letters are hard to decipher for families as they try to make decisions on the best fit for their prospective student. The format is inconsistent, terminology is confusing and bottom-line cost is too hard to figure out. What can you do when 63% of recently enrolled and prospective students note feeling lost when searching for college or financial aid options?

Join us as we look at how to build a better award letter noting studies on award letter pitfalls and improvements for content, brand and student experience to help families make better financial decisions.

In honor of Equal Pay Day, join Inceptia to learn more about what the financial education community can do to address the unique financial struggles that women face. Guest speakers will include Sophia Bera, founder of Gen Y Planning and CNBC contributor, and Jennifer Hemphill, an Accredited Financial Counselor and host of the Her Money Matters podcast. They’ll share their insights into the female financial literacy gap, challenges facing minority women, and suggestions for empowering female students to take control of their finances.

Loan summaries, or debt letters, have become a mandated requirement for colleges and universities across the country, with national legislation under consideration. Now is the time to learn more about how Inceptia’s Loan Summary can help you!

This webinar will breakdown what makes a successful debt letter, examine results from debt letter campaigns at three major colleges, and speak to Robert Fahy from Rutgers University regarding the adoption and implementation of Loan Summary at their campus.