Master R2T4s
A Comprehensive 4-Part Webinar Series
The Return to Title IV (R2T4) process is a complex area that can lead to stress and headaches for Financial Aid professionals. Whether you're new to financial aid or looking to refresh your knowledge, our summer webinar series is an excellent opportunity to deepen your understanding and enhance your skills.
Schedule
July 25, 2024 - Back to Basics for Credit Hour Programs
August 8, 2024 - The Essentials of Clock Hour Programs
August 22, 2024 - Modules, Exemptions, and Freeze Dates, Oh My!
September 5, 2024 - Investigating Complex Cases
TIME (all sessions): 1:00–2:15 p.m. EDT
COST: $300/session | $900/full series (save $300!)
Miss a date? No problem! Registrants also receive recordings.
Purchase the Package
Use our secure payment portal to register for the full webinar series and save $300 vs. buying individually.
What's Included
Purchase the package to access everything you need to adapt your Pell Grant calculations for 2024–2025
Instructional Webinar
$150 value
Watch our hour-long recording, in which our team breaks down the calculation changes and how to smoothly transition your processes. This session, conducted on April 11, 2024, was delivered to dozens of financial aid professionals from across the country.
Calculation Tool
New for 2024–2025
Covering the three most common formulas (Formulas 1, 3, and 4), this tool developed by the McClintock & Associates Compliance team assists with accurately calculating Pell Grants using information from your SIS.
Session Details
Register for individual sessions below.
Or use the form above to buy the series and save $300!
PART 1
Back to Basics for Credit Hour Programs
July 25, 2024 | 1–2:15 p.m. EST
Led by Gregory Rinderle and Meredith Cellitti, FAAC®
This webinar helps participants enhance skills in efficiently managing R2T4 processes. It introduces the Credit-Hour R2T4 Worksheet, guiding you through essential steps and definitions. Topics include post-withdrawal disbursements, conditions for returning Title IV aid, and deadlines. We'll cover both term-based and non-term credit hour programs.
Please purchase the bundle to access this webinar.
PART 2
The Essentials of Clock Hour Programs
August 8, 2024 | 1–2:15 p.m. EST
Led by James Ference and Anthony Cravotta
Don't miss this essential review of clock hour R2T4 worksheet steps, definitions, and deadlines. We'll explore methods for calculating scheduled hours to complete, including ED’s cumulative scheduled hour approach. This session is crucial for those managing R2T4 processes for clock hour programs. Register today and boost your expertise!
Please purchase the bundle to access this webinar.
PART 3
Modules, Exemptions, and Freeze Dates, Oh My!
August 22, 2024 | 1–2:15 p.m. EST
Led by Parker Charlton, FAAC® and Shannon Muraco, FAAC®
Deep dive into Return to Title IV (R2T4) calculations, covering:
- Modules: What constitutes a module and managing modular programs
- Exemptions: Conditions under which students are exempt from R2T4 calculations
- Freeze Dates: Effective management and application of using (or NOT using) Freeze Dates, and the effect on the denominator (scheduled days to complete in period)
Master the intricacies of R2T4s when managing modules and get some tips for documentation from auditors.
Please purchase the bundle to access this webinar.
PART 4
Investigating Complex Cases
September 5, 2024 | 1–2:15 p.m. EST
Led by Greg Rinderle, Parker Charlton, FAAC®, Kim Cravotta, FAAC®, Shannon Muraco, FAAC®
In our final session, four seasoned experts will tackle complex scenarios, including non-standard not substantially equal programs, extension projections for non-term programs, overlapping modules, and handling multiple drops within a term.
We encourage our audience to submit your challenging cases beforehand—try to stump the auditor! Enhance your expertise with insights from our Title IV experts. Register now!
About McClintock & Associates
The FSA program rules and regulations are constantly changing, leading to endless headaches for financial aid departments all over the country. This is where we come in.
McClintock & Associates helps institutions like yours navigate these challenges with confidence. Our CPA- and FAAC-certified professionals live and breathe higher education. We help our partners build compliance into their daily work and focus on what's most important: serving your students.
Have questions? Contact us.
If you're worried about changing FSA rules, or any other dimension of Title IV, we're here to help. Reach us today.