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Virtual Compliance Workshop

December 12–13, 2023
1:00–4:00 EST
$299 Per Day

Join us for a 2-day live event featuring some of the foremost experts in higher education law and financial aid. You'll gain an understanding of the most important issues facing universities in the year ahead, as well as practical, nuts-and-bolts guidance on adapting to new requirements and guidelines.

Please register for each day individually. See below for more information, as well as each day's full agenda.

Register for Day 1
Register for Day 2

Special Guest Speakers

Scott Goldschmidt

Scott Goldschmidt 
Partner, Thompson Coburn LLP 

Scott Goldschmidt’s legal expertise draws on experience serving both universities and the U.S. Department of Education. His practice today handles some of the most challenging legal demands facing colleges and universities, including discrimination law, privacy, student affairs, contract drafting and review, and policy development.

Tony Guida

Tony Guida
Partner, Duane Morris LLP 

Tony Guida is an experienced higher education executive who today leads the Duane Morris Higher Education Group. His practice focuses on issues related to education law, licensing and accreditation, mergers, acquisitions, and other substantive changes. He also advises on institutional governance, government response and crisis management, policy, and government affairs. 

Jason Altmire

Dr. Jason Altmire 
President and CEO, Career Education Colleges and Universities (CECU) 

Dr. Altmire’s career ranges from serving in Congress on the House-Senate conference committee negotiating the Higher Education Act to executive leadership in healthcare companies to becoming President and CEO of CECU in 2020. His tenure at CECU has led to dramatic increases in membership, capabilities, and expanded levels of service for member institutions.  

Day 1 Schedule

An Update from Washington
1:00 p.m. EST
Dr. Jason Altmire, President, CECU and Former U.S. Representative

GLBA Updates In-Depth
2:00 p.m. EST
Gregory Rinderle, Director, McClintock & Associates
James Ference, Senior Accountant, McClintock & Associates

The Updated Audit Guide: What Does it Mean for Your Institution?
3:15 p.m. EST
Luke Hoey, FAAC, Manager, McClintock & Associates
Michael Wherry, CPA, Director, McClintock & Associates

Register for Day 1

Day 2 Schedule

Responding to Student Borrower Defense to Repayment Claims
1:00 p.m. EST
Scott Goldschmidt, Partner, Thompson Coburn LLP 
Tony Guida, Partner, Duane Morris LLP

FAFSA Simplification Overview
2:30 p.m. EST
Parker Charlton, FAAC, Manager, McClintock & Associates
Meredith Cellitti, FAAC, Senior Accountant, McClintock & Associates
Anthony Cravotta, Staff Accountant, McClintock & Associates

 

Register for Day 2

About McClintock & Associates

Founded in 1975, McClintock & Associates has developed into the premier firm offering solutions to higher education institutions across approximately 40 states in the complex and ever-changing postsecondary education market.

Why work with us?

50,000+

student records reviewed

5

FAACs on staff

Nearly 50

years specializing in higher ed

We are very pleased with M&A with the FSA Compliance Audit as well as the 90/10 Calculation. Each person we've worked with at M&A in both of these areas have been knowledgeable and helpful. M&A has been a good resource for us when we have questions or uncertainty regarding a regulation.
– Financial Aid Administrator, Technical College

Let's talk.

With regulations changing so rapidly, it's important to work with the right partner.

We help schools like yours take the burden off of Title IV compliance. 9 of our team members have worked in financial aid for an institution; 5 of them are FAAC-certified. We can help you navigate the changing regulations with confidence.

Contact Us