Transitioning Financial Aid Platforms With Ease
Date & Time
Wednesday, September 13, 2023, 3:30 PM - 4:30 PM

The reason why schools choose to change their financial aid platforms can differ significantly. However, the process of making the transition smooth sailing for internal staff and returning families remains the same. The move entails more than just a new platform login and application for families; it all starts with clean data. Focusing on the importance of applicant data, this session will cover the key areas to navigate to ensure consistency for your financial aid program. How do you determine the new formula levers and system settings to ensure the configuration doesn't massively swing your financial aid budget? What safeguards can you implement to support returning families adequately, and how do you communicate the "why" for this change? From cleaning up data pre-transition to identifying possible additional financial aid spend to implement these changes for existing families, you'll learn how to steer the clear course for a smooth and successful system transition.

Location Name
Veranda D
Full Address
Red Rock Resort
11011 W Charleston Blvd
Las Vegas, NV 89135
United States
Early Career, Mid Career, Advanced Career, Boarding Schools, Day Schools, Tuition and Financial Strategy