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R2T4 — Basics and Beyond

The return of Title IV funds (R2T4) calculation is one of the more challenging duties that a financial aid officer must perform. The calculation is complex, and the Department of Education has placed a heavy emphasis on R2T4 in school program reviews.

To help new and seasoned financial aid officers to demystify the R2T4 calculation and to empower them with some suggestions on how to improve the R2T4 process within their offices, TG will host a free telephone conference entitled "R2T4 Basics and Beyond." The conference will provide some general principles of the R2T4 process, explain the elements of an R2T4 calculation, and provide recommendations on how to avoid some of the more common R2T4 findings in a program review. A brief question-and-answer session will follow the conference. Questions may be submitted in advance of the event to sheila.casey@tgslc.org.

How to register
Participants for the teleconference should make note of the details below, and contact Premiere Teleconferencing to make their reservation.

Date: Thursday, March 17, 2005
Time: 2-3 p.m. (CDT)
Registration: Contact Premiere Teleconferencing at (800) 289-0579.
Reference confirmation number: 7746253

About the presenter
Kelly Kaelin, TG senior policy advisor, has over 9 years of experience in the financial aid industry. Kelly started her career as a financial aid officer at the University of Texas at Austin in 1995. In 2000, Kelly came to TG as a member of the Policy and Regulatory Affairs team. Soon after joining TG, Kelly became the Editing Chair of the Common Manual, the unified FFELP policy guide maintained by all of the nation's guarantors. Among her job duties at TG, Kelly contributes to TG's weekly electronic newsletter Shoptalk Online, completes policy inquires and analysis, and provides industry training on a wide variety of policy and regulatory issues.

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