Conference Note 3 Training
View the recording here!
Welcome Back! Classof2027:
School Opening & CN3 Information
had a restful, but wonderful summer. choosing to be here! ill begin at noon and will be recorded. ters:
n Conforti, Assistant Director of Advising & Junior rogram on, Assistant Director of Financial Aid + Advising merman, Student-Selected Advisor Coordinator your full name and plan to stay for the session. ing connectivity issues, call us at (336) 825-2411. Questions or suggestions can be entered into the chat box or addressed at the end of the session.
Crosby Scholars
Cindy Zimmerman
Student-Selected Advising Coordinato czimmerman@crosbyscholars.org
Mary Allen Conforti
Assistant Director of Advising & JR+SR Program maconforti@crosbyscholars.org
Lirisbeth Clemente-Marin
Advising & Junior + Senior Program
lmarin@crosbyscholars.org
Communication from Advising + Junior/Senior Program
Emails for Scholar and Advisor
Advising Calendar Meeting Outlines
Smart Money Moves Newsletter
Tuesday Emails/Videos from JR+SR P
Weekly Advising emails
Text Messages
Senior Program Requirements
Be sure to:
Review and check scholar's understanding of requirements
CrosbyConnect Dashboards
College Fair/Visit due Dec. 1
Senior Academy due Dec. 1
Community service due Jan. 31
Target List of Colleges Review
Why is this college on my target list? Am I satisfied with my list?
Am I really interested in going to this school if accepted? Does college descriptors match my “fit” college?
Balance is key: likely, target, reach Go visit colleges and do more reseach online
College Fair/Visits
Sophomore, Junior & Senior Year visits
In-person or virtual
WS/FCS College Fair- October 1st
Complete CF/V form for credit found in CrosbyConnect on Student’s
Dashboard
College Decision Plans & Timelines
Early Decision I & II (ED)
Restrictive Early Action (REA)
Early Action (EA)
Rolling Admission Regular Decision
Be aware of the unique timeline for decision plans. Help your scholar plan out their Fall. Some applications may be due as early as October 15th!
College Application Types
Common Application
Coalition with Scoir Application
Common Black College Application
CFNC
College Application Week: Oct. 19-25
NC College Connect (direct admissions)
College website - institutional applications
Crosby Scholars
Guide to College Application Types
Standardized Testing policy update
For students with a weighted 2.8 GPA and below, test scores will be required for UNC system schools.
Senior Academy options
Residency Determination Service (RDS) Interview
RDS can be completed during the summer! Must be completed to submit college applications.
Students should use their College for North Carolina (CFNC) Account credentials to begin the RDS application.
(Only create a new CFNC account if student does not have one.)
At completion of the RDS process, students will receive their unique Residency Classification Number (RCN) that is required for any North Carolina admissions applications.
All students should do this step (to apply to UNC system schools, private schools & community colleges).
Undocumented students still need to complete RDS, even though they will receive out-of-state determination. This is not a citizenship determination, but rather genuinely a determination of where the student resides. If a student has apprehension about completing RDS, have them contact Ashly or Nancy.
Students will need Parental information, so complete RDS together. Don’t guess information!
Need more guidance?
recording of our July webinar Introduction to RDS.
Questions? Encourage students to schedule an appointment with Ashly Wilson via her Calendly link
Financial Aid Newsletter: Smart Money Moves
Smart Money Moves is the Financial Aid Team’s monthly newsletter, linked in the Advising Calendar
Monthly topics to focus on
(RDS, FAFSA, CSS Profile, etc.)
Upcoming Financial Aid Team
Programming
Crosby Scholarship Opportunities and Reminders
FinancialAidNewsletter: SmartMoneyMoves
LIVE Webinar August 19:
College Funding 101 at 6PM via Zoom
Register to attend using link in August edition of Smart Money Moves (which will be linked on your Advisor Calendar)
Recording will be available shortly afterward
Conference Note 3Big Decisions Ahead!
Focus is fall planning, fulfilling Senior Program Requirements, navigating CrosbyConnect, finalizing balanced target list, awareness of college application types and decision plans.
August/September Meeting Outline
Complete by September 30, 2026
Conference Note 3 via CrosbyConnect
New Feature on Student Dashboard!
Task list has conference notes task added
Reminder to complete CN with you in a timely manner
CN completion factored in scholar's overall Program Progress percentage and number of tasks completed
Submission of Conference Notes
Task is done by advisor
CN form in advisor's portal
Same procedure as last year
Conference Note 3 via CrosbyConnect narrated video for Advisors
CN Summary Samples
Narrative example
CN Summary Samples
Narrative example
why this is not helpful...questions we still have
need more detail about these “challenges”
need more detail about where the student is in the process (it’s August!)
czimmerman@crosbyscholars.org