Executing an Effective Financial Aid Strategy: Integrating Policies with Practices

| Workshop


Balancing families’ needs with school budget constraints can be challenging when it comes to sustaining a financial aid program and remaining mission aligned. It is important for schools to define their financial aid philosophy and establish processes and parameters that both help school leaders execute the program well and support families well beyond the initial admission process. During this workshop, you will learn best practices, how to address recent economic shifts, and use tools that will help you tackle the complex challenges associated with financial aid programs. The session will empower you with the skills and resources needed to navigate difficulty in prioritizing awards as you address complex files, enhance your financial aid policies and procedures, and contribute to achieving critical schoolwide goals, like maximizing net tuition revenue and advancing diversity, equity, and inclusion.

Join us for this interactive Zoom workshop in which you will:

  • Explore the tenets of the best financial aid programs to affirm your school’s financial aid philosophy and ensure its effective execution when put into practice.
  • Become familiar with key levers within the financial aid formula that allows schools to apply an equitable calculation across family applications. Discuss an annual review of the formula and any exceptions to it, to ensure that all calculations accurately reflect the needs of the families you serve and allow you to make informed decisions about aid awards.
  • Outline a financial aid policy guide related to the mission, vision and philosophies at your school and determine next steps to implementation.
  • Learn current trends impacting independent schools and families supported by financial aid, including how to navigate complicated aid applications. 
  • Work through case studies.

Recommended Audience: Business Officers, Heads of School, Admissions and Enrollment Professionals, Controllers, or Other Administrators/Staff with Financial Aid Responsibilities

Learning Objective: Participants will learn best practices of effective financial aid programs and develop related policies and processes.


Members: $305.00
Nonmembers: $405.00


Credit Information

CPE Credit

Field of Study: Business Management & Organization
Delivery Method: Group Live Based
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 3.6

HRCI Credit

Recommended HRCI Credits: 3.0
HRCI Category: HR (Business)

SHRM Credit

SHRM PDC Credit: 3.0
SHRM BoCK: Business Acumen



Alisa Evans

Founder and Managing Partner

Mission Enrollment

Redlands, CA

Alisa Evans is founder and managing partner at Mission Enrollment, which works with more than 45 independent schools across the U.S. to process financial aid applications. With more than 20 years of experience in independent schools and higher education institutions, she helps schools deliver aid programs and use financial aid tools that provide every child with an equal opportunity to receive an excellent education. She resides in Redlands, California.
Full Bio »
CPE Logo

CPE Information
NBOA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.


SHRM Information
NBOA is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). Webinars that have met SHRM's criteria to be pre-approved for recertification credit will be noted above. For more information about certification or recertification, please visit www.shrmcertification.org.


HRCI Information
NBOA is a recognized provider of recertification credits. Webinars that have met the HR Certification Institute's criteria to be pre-approved for credit towards aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification will be noted above.