Financial Aid Track


About This Track


The Financial Aid track pertains to the Campus Solutions module that assists schools in awarding students with scholarships, grants, bursaries, waivers, fellowships, hardship funds, honors and prizes, loans, stipends and student work. General functionality includes on-line and batch award packaging; repackaging awards when there have been changes; tracking award aggregate totals; sending communications to students; assigning tasks to the student for follow-up; providing student self-service; scheduling disbursements; and monitoring eligibility at disbursement.

Functionality is delivered for country specific awarding including:

U. S. specific functionality assists with importing and loading ISIRs; monitoring verification; specifying cost of attendance; originating federal grants and loans; monitoring Satisfactory Academic Progress; and calculating Return of Title IV Funds.

U.K. specific functionality assists with the Student Loans Company processing including the SSAR import, SSAC export, ACR import and export, processing remittance files and HEBBS.

Canadian specific functionality assists with Canadian Needs Analysis and financial aid verification. The system allows loading of data from the provincial Student Support Branch which governs the Ontario Student Assistance Plan (OSAP). The Student Support Branch holds official eligibility data for the Canadian Student Loans Program (CSLP), Ontario Student Loans (OSL), various Canada Study Grants, various Ontario Access Grants, and the Ontario Tuition Grant.

Other tracks for you to explore:

A Few of Our Sessions

All Things COD Related - We're not filleting fish here!

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Ashley Bergemann
Marquette University
Financial Aid Systems Analyst

There are many steps to processing Pell and Direct Loans so that they work well with the rules of COD (Common Origination and Disbursement). Let's go through all the PeopleSoft processes, tips and tricks necessary to keep COD happy.

How to Stay on Schedule with Jobs and JobSets

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Daniel J Labrecque
University of Nevada, Las Vegas
FA Business Analyst/Functional Architect

The presentation will show how to set up Jobs and JobSets for use with daily FA processing including FA Term Builds, Budgets, Packaging, Communications, etc. Setting up recurrences and the use of scheduled queries will also be covered. In addition, there will be tips and tricks on how to use expressions in the pop selects to control whether the Jobs in theJobSet run or not rather than rebuilding the JobSets for different times of the year.

Tips and Tricks - Packaging (or how to all those crazy things they keep asking you to do!)

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Vic Goldberg
University of Colorado
Associate Director, Process Innovation & Information Technology

You've built packaging plans - now let's supercharge them! You'll learn how to automate things that you've done by hand. Prorate loans, single term packaging, summer packaging and more. Take advantage of packaging variables. Take advantage of Common Attribute Framework enabled packaging variables. And more!

Our Complete Agenda

Note that this listing below includes sessions from other tracks that we think you may be interested in. If you are using our mobile app, make sure to select the track you see listed below in order to get that session added to your agenda.

Click on any session to get additional details


Sunday, March 29

Monday, March 30

Guided Pathways and Title IV Compliance for Institutions
Track: Exhibitor
Monday, Mar 30th (8:30 AM - 9:30 AM)
Oracle Student Systems Roadmap
Track: Oracle Roadmaps
Monday, Mar 30th (8:30 AM - 9:30 AM)
Paving the Road to New Business Processes
Track: Student Cloud
Monday, Mar 30th (8:30 AM - 9:30 AM)
Do Me a Favor, Open the Door, And Let ‘Em In: Including External Participants in PS Workflow
Track: Exhibitor
Monday, Mar 30th (9:45 AM - 10:45 AM)
FA Birds of a Feather
Track: Financial Aid
Monday, Mar 30th (9:45 AM - 10:45 AM)
Using Chatbot/Artificial Intelligence with PeopleSoft to Deliver Immediate Student Service and Access to Campus Support Resources
Track: Exhibitor
Monday, Mar 30th (9:45 AM - 10:45 AM)
Equation Engines 101- Learn how to knock-out some manual tasks
Track: Admissions
Monday, Mar 30th (11:15 AM - 12:15 PM)
It's Always Sunny When You're Onboarding new Financial Aid users in a Decentralized Awards Environment
Track: Financial Aid
Monday, Mar 30th (11:15 AM - 12:15 PM)
Oracle Vocado Student Financial Planning Roadmap
Track: Oracle Roadmaps
Monday, Mar 30th (11:15 AM - 12:15 PM)
New Financial Aid Business Analysts Unite! Advice on How to Keep Calm and Business Analyst on.
Track: Financial Aid
Monday, Mar 30th (1:45 PM - 2:45 PM)
All Things COD Related - We're not filleting fish here!
Track: Financial Aid
Monday, Mar 30th (1:45 PM - 3:45 PM)
A beginners guide to implementing delivered Satisfactory Academic Progress functionality
Track: Financial Aid
Monday, Mar 30th (4:15 PM - 5:15 PM)
Financial Aid Updates from Campus Solutions and Vocado SFP
Track: Oracle
Monday, Mar 30th (4:15 PM - 5:15 PM)
Using the Packaging Variables table to Streamline Financial Aid Packaging
Track: Financial Aid
Monday, Mar 30th (4:15 PM - 5:15 PM)

Tuesday, March 31

Financial Aid Queries for Everyday Processing
Track: Financial Aid
Tuesday, Mar 31st (8:30 AM - 9:30 AM)
Using Chatbot/Artificial Intelligence with PeopleSoft to Deliver Immediate Student Service and Access to Campus Support Resources
Track: Financial Aid
Tuesday, Mar 31st (8:30 AM - 9:30 AM)
Oracle Campus Community: A Campus Solutions and Cloud Update
Track: Oracle
Tuesday, Mar 31st (9:45 AM - 10:45 AM)
Using, misusing, and abusing the Common Attribute Framework
Track: Financial Aid
Tuesday, Mar 31st (9:45 AM - 10:45 AM)
Using 3C Engine in the Financial Aid Office to Automate Processing
Track: Financial Aid
Tuesday, Mar 31st (10:00 AM - 10:30 AM)
An in Depth Look at Student Cloud's Financial Aid Solution: Vocado Student Financial Planning
Track: Financial Aid
Tuesday, Mar 31st (11:15 AM - 12:15 PM)
How to have the most successful PUM/bundle experience ever?!?
Track: Financial Aid
Tuesday, Mar 31st (11:15 AM - 12:15 PM)
Butler University’s Student Financial Planning Implementation
Track: Student Cloud
Tuesday, Mar 31st (1:45 PM - 3:45 PM)
External Awards - With Great Power Comes Great Responsibility
Track: Financial Aid
Tuesday, Mar 31st (1:45 PM - 3:45 PM)
How to manage security for all those Financial Aid Pages
Track: Financial Aid
Tuesday, Mar 31st (2:15 PM - 2:45 PM)
Updating Loan Dates using Process Loan Dates or PopUpdate
Track: Financial Aid
Tuesday, Mar 31st (3:00 PM - 3:30 PM)
CX, Oracle Student Management and Student Financial Planning: Some Examples of Functionality Differentiators in the Cloud
Track: Peer Demos
Tuesday, Mar 31st (4:15 PM - 5:15 PM)
How to Stay on Schedule with Jobs and JobSets
Track: Financial Aid
Tuesday, Mar 31st (4:15 PM - 5:15 PM)
Migrating to Oracle Vocado Student Financial Planning Cloud
Track: Exhibitor
Tuesday, Mar 31st (4:15 PM - 5:15 PM)
Query Based Alternative to SF External Award Feed
Track: Financial Aid
Tuesday, Mar 31st (4:15 PM - 5:15 PM)

Wednesday, April 1