Thank you for attending the Institute for New Financial Aid Professional Workshop. We look forward to welcoming you in Baltimore! This resource page provides materials and resources related to the Institute.

Pre-Event Assignment

The pre-event assignment is due July 17. If you have not yet started and need the appropriate information to get set up, please send an email to Melvin Rhoden.


July 11, 2017: Overview of Key Features
PowerPoint Presentation
Webinar Recording

July 12, 2017: What’s Important to Know When Managing Tax Documents?
Sample Tax Forms:  1040, Schedule C, W2
PowerPoint Presentation
Webinar Recording

July 13, 2017: Where Do I start?
PowerPoint Presentation
Webinar Recording

In-Person Materials and Resources

Sample Resources from Other Schools

NOTE: These samples are being provided as a courtesy, with permission from representatives of the schools to which they belong, to help you craft your own correspondence or other documentation. Providing these samples does not imply that either NAIS or SSS staff specifically endorse or recommend the policies that the samples may reflect.

Landon School (MD)

Woodberry Forest School (VA)

St. Stephen's Episcopal School (TX)

Brentwood Academy (TN)

St. Andrew's School (Delaware)

Phillips Exeter Academy (New Hampshire)