[ctcLinkfinaidsupport] Fin Aid Training Workshop: (Header Colleges Only) Loan Set Up for Schema 5.0c and 25/26 Loan Processing

[Kelly Forsberg]

This calendar invite is for a Financial Aid Training Workshop for Header Colleges only on Loan Set Up for Schema 5.0c and 2025/2026 Loan Processing held on Tuesday June 17th, 2025, from 9:00 AM - 12:00PM.  This Fin Aid Session is a hands-on workshop to set up/adjust your Run Controls for the 2025-2026 AY in preparation for sending out your Direct Loan files for the Summer Term.

Agenda:
Updating/checking Loan Fee Set Up
Updating/checking Loan Fee in Item Types Set Up
Updating/checking the Loan Fee in Create Loan Types pg
Updating the Process Loans Run Control ID parameters to 2025 AY

  *   Break from 10:30 - 10:45

Updating the EY Summer Include & Summer Exclude Run Control ID parameters to 2025/2026 dates and AY.
Updating the EY Process Loan Dates Run Control ID to 2025 AY.
Updating the Schema to 5.0b on the EY Generate Direct Loan Data pg.
Updating and/or creating EY Run Control IDs for your Direct Loan Reports
Audience:  Header College Financial Aid Staff responsible for Direct Loan Origination and Outbounding

This session will be recorded.  There will be no slide deck, as we will be working hands-on in the PRD environment.

SBCTC is committed to providing equal access for individuals with disabilities to its programs and events in accordance with the ADA and 504 of the Rehabilitation Act. Please submit your accommodation request as soon as possible to Kelly Forsberg (kforsberg at sbctc.edu<mailto:kforsberg at sbctc.edu>).

Thank you,

[Title: SBCTC logo - Description: Compass]
Kelly Forsberg
ctcLink Functional Trainer | Financial Aid
Washington State Board for Community and Technical Colleges
kforsberg at sbctc.edu<mailto:kforsberg at sbctc.edu> * o: 360-704-1066
sbctc.edu<https://www.sbctc.edu/> * Twitter: @SBCTCWashington<https://twitter.com/SBCTCWashington> * Facebook: @WASBCTC<https://www.facebook.com/wasbctc/>


Kelly Forsberg (SBCTC) is inviting you to a scheduled Webex meeting.



Occurs Tuesday, June 17th, 2025 from 9:00 AM to 12:00 PM, (UTC-08:00) Pacific Time (US & Canada)
8:00 AM  |  (UTC-08:00) Pacific Time (US & Canada)  |  3 hrs



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Meeting number (access code): 2662 708 7294
Meeting password: 2025FATraining



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