SDBSI 2026
Summer Institute 2026 - Beginner/ Intermediate Track
Held June 8-12 at the University of San Diego
This immersive training, led by seasoned experts, guided attendees through the twists and turns of financial aid policies, best practices, and compliance updates. Whether new to the field or a seasoned pro, participants found valuable insights and practical knowledge to thrive in this dynamic profession.
Track Descriptions
The Summer Institute offered three learning tracks: Beginner, Intermediate, and LEAD. Each track included opportunities to earn NASFAA U credentials and participate in general sessions aligned with NASFAA’s financial aid competency framework.
| Beginner Designed for early-career financial aid professionals or those new to the field, this track builds a strong foundation in the principles and practices of student aid administration. NASFAA U Credential Opportunities - Application Processing - Cost of Attendance - Need Analysis - Packaging - Pell Grant - Professional Judgement - Satisfactory Academic Progress In addition to track-specific coursework, all attendees participated in general sessions aligned with NASFAA’s financial aid competency framework, including laws and regulations, customer service, career development, technology, leadership, and the business of education. | Intermediate Geared toward professionals with at least three years of experience in financial aid or a related area, this track deepened understanding of key policies and regulations. NASFAA U Credential Opportunities - Application Processing - Cost of Attendance - Need Analysis - R2T4 - Loans General sessions were aligned with NASFAA’s financial aid competency framework, offering professional development in leadership, technology, laws, and the business of education. |
Register for Summer Institute!
Tenative Agenda - Beginner/ Intermediate Track
Sessions began Monday, June 8 at 1:00 PM and ended Friday, June 12 at 12:00 PM. Attendees were expected to be present for all sessions to be eligible for NASFAA U Credential exams.
Monday
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Meal Arrangements
Some meals were included through USD Food Service or hosted by WASFAA. Attendees also planned for a few meals on their own.
Housing
Participants stayed in apartment-style on-campus housing: two rooms and two bathrooms per unit, with only two people assigned per apartment for added privacy. Refund Policy
- Full refund available for cancellations more than 30 days before the event.
- Within 30 days, refund requests were reviewed by the WASFAA Fiscal Planning Committee and Executive Council.
- Unpaid invoices 30 days before the event resulted in canceled registration unless confirmed.
- Cancellations: email SDBSI26@wasfaa.org
- Refund requests within 30 days: submit this form
Questions?
Contact the Summer Institute chair at SDBSI26@wasfaa.org.