Essential Insights from Our OB3 Webinar Series: Readiness, Policy Changes, and Workforce Pell
July 2, 2026
If there's one topic dominating financial aid offices right now, it's OB3. The "One Big Beautiful Bill" has set in motion the most significant overhaul of federal student aid in years — reshaping loan limits, proration, and legacy criteria, changing how Pell is calculated, and introducing Workforce Pell — and implementation is moving fast.
To help institutions move from awareness to readiness, FA Solutions hosted a full OB3 webinar series, bringing our own experts together with industry leaders to break down exactly what's changing and what to do about it. Every session is now available on demand.
Whether you're building your action plan, briefing leadership, or preparing your systems, start with the session that meets your office where it is — then share them with your team.
1. OB3 Readiness Checklist: Are You Ready?
Don't let OB3 updates overwhelm you. This opening session shows you exactly where to focus your team's energy and how to separate urgent priorities from secondary tasks. Industry leaders from FA Solutions, Mac Insight Group, and the University of Miami share a practical OB3 blueprint and answer real-time questions from the field.
You'll walk away with:
- Action-plan pointers for internal conversations with leadership and other offices
- Federal loan updates, including new loan limits, GRAD PLUS changes, and loans for less-than-full-time enrollment
- Pell updates, including Workforce Pell
- How to stay current as new regulations emerge
2. OB3 Policy Deep Dive: Loan Changes, Limits, Proration & Legacy Criteria
As implementation approaches, a checklist isn't enough — teams need a clear understanding of how these policy changes affect daily operations, compliance, and student support. This deep dive breaks down the details and answers the questions your office is already fielding, so you can prepare with confidence.
You'll walk away with:
- Loan limits & changes: A close look at Federal Loan and GRAD PLUS updates
- Proration rules: The essentials for less-than-full-time enrollment
- Legacy criteria: How prior rules intersect with the changes ahead
- Actionable strategy: How to lead these conversations with your internal leadership
3. OB3 & Workforce Pell: What Leadership Needs to Know
The final chapter of the series. As implementation nears, financial aid leaders need more than high-level overviews — they need a tactical grasp of how new grant formulas and Workforce Pell will affect funding and student eligibility. This session breaks down the complexities of federal grants and helps you navigate the OB3 funding landscape with confidence.
You'll walk away with:
- Workforce Pell mastery: Eligibility and new funding opportunities for short-term programs
- Grant formula updates: The new rules governing Pell Grant calculations
- Legacy & compliance: How existing grant criteria intersect with upcoming OB3 shifts
- Leadership insights: Strategic pointers for leading conversations on grant management and reporting
4. Bonus — Now Open to Everyone: OB3 Changes & Implementation
Originally a client-exclusive session, this one is now open to everyone. It takes everything from the series and turns it into an implementation plan — the concrete, step-by-step actions to operationalize OB3 across your office without derailing day-to-day work. Consider it the hands-on playbook for moving from knowing to doing.
OB3 Readiness Is Just the Beginning
Watching these sessions puts your office ahead of the curve. But OB3 isn't a single update to absorb — it's a multi-year shift that will touch processing, packaging, compliance, funding, and student communication all at once. Understanding the changes is one thing. Implementing them cleanly, while your team keeps the lights on through your busiest stretches, is another entirely.
That's exactly where FA Solutions comes in. We don't just interpret OB3 — we help you put it into action. As a true extension of your financial aid office, we bring:
- Financial Aid Processing & Compliance — stay audit-ready as the rules shift beneath you
- Financial Aid Staffing — full-time professionals with built-in redundancy, so change never leaves you short-handed
- Student Outreach & Communication — a full-service contact center that keeps students informed and enrolled through every update
- Consulting & Operational Strategy — expert guidance that turns OB3 policy into a plan your team executes with confidence
Don't navigate the biggest financial aid changes in a generation alone. Let's build your OB3 game plan — together, and on your terms.
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OB3 keeps evolving — and so will this series. Have a topic you want us to cover next?
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