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MASFAA Summer Institute & Leadership Symposium 2023 Logo

Held annually, Summer Institute and Leadership Symposium are week-long training programs that give participants a chance to enhance their knowledge of financial aid, develop their professional and leadership skills, and engage with new and experienced financial aid administrators.

2023 Tentative Agenda 
*A final agenda will be provided to registered participants.

This event will be held at the beautiful Osthoff Resort and Conference Center in Elkhart Lake, Wisconsin. The Osthoff Resort is an all-suite hotel. Suites can be one bedroom (singles) or two bedrooms (doubles) with a shared kitchen and living room. Two bedroom suites all have private bedrooms and bathrooms, but will allow you to enjoy the kitchen/living room/balcony with a new MASFAA friend. Learn more about these beautiful accommodations here.

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Summer Institute is designed to teach the basics of financial aid administration and prepare participants to take NASFAA Credential exams in a variety of subjects. Summer Institute is generally for those professionals with 5 or less years of financial aid experience; however, even more advanced professionals will learn from the sessions! Participants will learn from seasoned MASFAA professionals on financial aid topics with a few professional development topics to supplement the practical knowledge including connecting with students, navigating organizational change, and professional etiquette. Opportunities to meet MASFAA colleagues and network with other financial aid administrators will also be a large part of the week.

2023 Credentials - SAP, Professional Judgement, Application Process, Cost of Attendance, Need Analysis, Student Eligibility, Verification, R2T4, Campus Based, and Packaging & Aid Notification.


Leadership Symposium is designed to help cultivate future leaders in MASFAA, our state associations, and our campuses. Participants are typically professionals with 5 or more years of financial aid experience, or those who have shown their leadership skills. The week will include professional development topics including interviewing and onboarding, the importance of advocacy, working with diverse populations, professional presence and etiquette, as well as building morale and a strong team. Participants will also have the opportunity to prepare to take NASFAA Credential exams in various subject areas. This small group setting allows for strong bonds to be built between financial aid administrators. 

2023 Credentials - SAP, Professional Development, Consumer Information, and Administrative Capability.

This professional development opportunity is organized by the Summer Institute and Leadership Symposium Committee


MASFAA is a 501(c)3 non-profit organization.  

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