Registration for Summer Institute is now closed.
Please contact Nichole Doering at
or 208-465-7660 to inquire about availabilities.

Here's the Scoop:
The Inside Dish on Financial Aid

Do you have new staff or employees with new responsibilities related to financial aid? Do you have counselors who might move into a leadership role in your office? Do you offer any clock-hour programs? If so, consider the...

Sister Dale Brown Summer Institute 2013

This year's Summer Institute will be held at Portland State University in Portland, Oregon. Basic Track is June 23-28, 2013, and both the Intermediate & Clock Hour Tracks will be June 26-28, 2013. Here's a little more information on Transportation, Housing, Faculty & Agendas:

Transportation from the airport to campus is easy and affordable thanks to Portland's MAX system. It's just $2.50 each way (and about a 40 minute ride). Here's the website if you'd like to explore the MAX system: You can always use a taxi or shuttle service, but they will be considerably more expensive.

For those staying on campus, we'll be staying in the Broadway dormitory. If you'd like to see the room, you can tour the room at: Bedding and a towel are provided, and you will need to bring all toiletries as this is a dorm not a hotel. All of the rooms have a kitchenette should you choose to keep snacks or beverages in your room. Note that no kitchen supplies or utensils are provided.

The esteemed faculty for Summer Institute this year are:
SI Chair: Nichole Doering, Razzle Dazzle College
Basic Track:
  Abril Hunt, Washington State University
  Adam Hatch, Hawaii Pacific University
  Ashley Munro, University of Alaska - Fairbanks
  Kathy Campbell, Chemeketa Community College
  Kay Soltis, Pacific Lutheran University
  Matthew Sagayaga, Portland State University
  Mike Johnson, Pacific University
  Ryan West, Western Oregon University
  Guest Presenter: Tracy Reisinger, Marylhurst College
  Kim Wells, U.S. Department of Education
  Laura Hughes, Lewis-Clark State College
  Phillip Rodgers, Portland State University
  Kim Wells, U.S. Department of Education
Clock Hour:
  Nichole Doering, Razzle Dazzle College, Inc.
  Sue Shogren, USA Funds
  Kim Wells, U.S. Department of Education

Please find the tentative agendas for our tracks below. As always, they are subject to change.

(Additionally, small groups will meet each day for case study work):
Sunday: (check-in at 11; time for lunch on your own, sessions start at 1pm)
  Overview of Student Aid Programs; History of Financial Aid & the Legislative
  Application Process; Student Eligibility & Database Matches; Federal
  Cost of Attendance; Verification Basics; Federal Pell Grant Calculations
  Federal Direct Student Loan Processing; Packaging & Award Notification; Small
  Group Research
  Professional Judgment; R2T4 Overview; Case Study Presentations
  Satisfactory Academic Progress; Federal Update; The Future of Financial Aid
  (dismiss by noon)

Wednesday: (check-in at 11; time for lunch on your own, sessions start at 1pm)
  Who are our Customers? Coworkers? The Generational Puzzle; Best Practices to
  Resolving Database Matches
  Making NSLDS Your Friend; Taking the Confusion out of R2T4; Mastering
  Professional Judgment; Verification and Tax Transcripts
  Satisfactory Academic Progress - The Good, The Bad, & The Ugly; Federal
  Update (dismiss by noon)

Wednesday: (check-in 10:30-12:30; time for lunch on your own, sessions start at 1pm)
  Overview of Student Aid Programs; Student Eligibility & Database Matches;
  Satisfactory Academic Progress
  Federal Methodology / EFC Calculations; Verification; Federal Pell Grant
  Calculations; Federal Direct Loan Processing; Calculating Awards & Packaging
  Special Cases (PJ, Dependency Overrides, etc); Withdrawals & R2T4
  (dismiss by noon)

Nichole Doering, SDBSI Chair
phone: (208) 465-7660