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Training and Workshops

EASFAA Credentials Training



EASFAA State Wide Training



EASFAA Tuesday@2 Training Series

  • January 16 - Navigating a Department of Education Program Review: How to Prepare and How to Survive
  • January 30 - Tax Reform: How It Affects Students, Parents, and Colleges
  • February 6 - Following Financial Aid Through Enrollment Management
  • February 20 - Credit Education with Experian
  • March 6 - Session 1: Discomfort Zone: Getting Comfortable with Interrupting Unconscious Bias
  • March 13 - Session 2: Need versus Want: The Expense Timeline of College Students
  • March 20 - Session 3: Newsflash: Current Events of Financial Aid in Higher Education

EASFAA Statewide Training – SAR/ISIR Comment Codes Training

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EASFAA is partnering with the state associations in our region to deliver in-person, SAR Comment Codes training for any EASFAA member to attend for free. Not an EASFAA member? You will be required to join to take advantage of this great training event, as well as the entire year of EASFAA training, by paying the $50 annual membership dues as part of the registration process. Training sites and dates are listed below. 

SAR Comment Codes was recently produced by NASFAA. The workshop provides attendees with an in-depth training on comment codes. The goals of the workshop are to recognize the most common comment codes assigned – focusing on the codes related to database matches, understand the possible reason(s) that specific comment codes are assigned, and determine when a comment code must be resolved and the action the student and/or school must take to correct the situation so the student is not prevented from receiving additional Title IV aid.   

The SAR Comment Code training provides an opportunity to exchange best practice tips with colleagues and ensure compliance with documentation required in C-Code resolution. The new comment codes related to the IRS DRT process for the 2018/2019 FAFSA will be reviewed and discussed. 

The training materials include case studies and a comprehensive resource list. 

EASFAA is pleased to provide expert financial aid administrators, who have a wealth of comment code experience, as trainers to present the material. 

Date

State

Time

Location

October 18

Vermont

9am-12pm

Brandon Inn, Brandon Vermont

February 8

Massachusetts

9am-12pm

Wellesley College
Wellesley, MA

TBD

Tristate

 

 

December 7

New Jersey

9am-12pm

The College of New Jersey
Forcina Hall, Room 256
2000 Pennington Road
Ewing, NJ 06862
Green Hall Room 101

TBD

Connecticut

 

 

April 6

New Hampshire

8:30am-11:30am

Rivier University
Nashua, NH

January 31 Maine 9am-12pm

Finance Authority of Maine
Augusta, Maine

December 12 New York 9am-12pm

University of Rochester
Rochester, NY

Please note that registration begins at each site 30 minutes prior to the training time listed above.  Materials will be provided electronically to registrants on the day prior to the event.  Additional information regarding refreshments, directions and meeting room for the training event will be provided to registered attendees.


NASFAA Credential Training – RESCHEDULED - January 31, 2018

Consumer Information - NASFAA Credentials

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January 31 from 1:00 to 4:00 in Augusta, Maine - Finance Authority of Maine


EASFAA Webinar – January 16, 2018

Navigating a Department of Education Program Review: How to Prepare and How to Survive

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Presenters:
Rebecca Flake, Higher Education Services Advisor, Cooley LLP
Lisa Bureau, Special Counsel, Cooley LLP

Description
The presenters have assisted many schools in managing program reviews over the last decade of heightened ED oversite and enforcement, including under the shifting review approach of the new administration. They will offer their insights and advice on effectively preparing for a program review, undergoing the ED site visit, and responding to the program review findings. They will discuss what to expect at each step of the process, and how to minimize institutional liabilities. They will provide their top tips of steps to take, and steps to avoid, so that you can successfully navigate what can be a stressful experience for you and your institution.

Speaker Bios
Rebecca Flake, Higher Education Services Advisor, Cooley LLP
Rebecca Flake focuses on federal student financial aid matters. She has been in the financial aid industry since 1990 in the capacities of a financial aid advisor, financial aid director and compliance auditor.

Rebecca has extensive experience in the follo1Mng areas:

  • Compliance reviews.
  • Review and analysis of program review and compliance audit findings
  • Preparation of program review responses and appeals.
  • Review of policies and procedures.
  • Technical questions.
  • Regulatory research.

Rebecca's extensive, well-rounded industry experience has proved very effective in assisting both public and private institutions 1Mth complex and varying compliance matters. Her proactive identification of compliance concerns has allowed institutions to make essential improvements to policies and procedures in advance of a federal review or compliance audit. Her unique understanding of the "auditor perspective" allows her to provide an efficient evaluation of audit and program review findings, appropriate responses and potential resolution.

Lisa Bureau, Special Counsel, Cooley LLP
Lisa Bureau counsels clients on institutional eligibility, compliance and program review/audit resolutions.

Lisa specializes in the resolution of complex regulatory matters arising from the participation of institutions in the federal programs of student financial assistance and has represented numerous educational institutions before the US Department of Education, state agencies, accrediting bodies, and student loan guaranty agencies. She also specializes in regulatory issues arising out of institutional restructurings, acquisitions and public offerings. She has conducted training programs and seminars on student aid management and on other issues for numerous national, regional and state higher education groups.


EASFAA Webinar – January 30, 2018

Tax Reform: How It Affects Students, Parents, and Colleges

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Presenter
Shannon Vasconcelos, Director of College Finance at College Coach

Description
President Trump signed the bill formerly known as “The Tax Cuts and Jobs Act” into law on December 22, 2017. The bill’s passage, universally acknowledged as the most sweeping change to tax code in decades, was greeted with a mixture of cheers and jeers from either sides of the political aisle. Looking beyond the politics, however, what does tax reform actually mean for higher education? What has changed? What hasn’t? And how do these changes to tax law affect students, parents, and the colleges that support them? This webinar will provide an overview of the education tax breaks and the aspects of tax reform most likely to impact higher education.

Speaker Bio
Shannon VasconcelosShannon Vasconcelos is Director of College Finance at College Coach, a division of Bright Horizons and the nation’s leading provider of educational advisory services to organizations and families.  At College Coach, Ms. Vasconcelos delivers workshops and provides individual counseling on the college finance process to employees at over 100 companies nationwide. She helps parents and students understand the processes of saving for college, paying for college, and education loan repayment, and maximize the tax break, financial aid, and scholarship resources available to them in a family-focused and ethical way.  Ms. Vasconcelos has been featured as a college finance expert in numerous publications, including Forbes, Money, Consumer Reports, and U.S. News and World Report.  She is a frequent guest on the podcast, Getting In: A College Coach Conversation, and writes regularly for The Insider blog.  Prior to joining College Coach, Ms. Vasconcelos worked in student financial assistance at Boston University and Tufts University.  She has a BA in Economics from the University of Massachusetts and an MA in Urban and Environmental Policy and Planning from Tufts University. 


EASFAA Webinar – February 6, 2018

Following Financial Aid Through Enrollment Management

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While many think of packaging newly admitted students as the Financial Aid Office’s only role in Enrollment Management (EM), aid professionals play a key role throughout the entire enrollment cycle, from initial awareness of the institution to post-graduation. In this session, David Sheridan, Director of Financial Aid at the School of International and Public Affairs at Columbia University, discusses where and how financial aid fits at different stages of the Enrollment Management continuum and describes strategies schools can consider in their EM plans. This session is based on David’s presentation from the NASFAA Leadership Conference and Expo, and it has been repurposed with NASFAA’s permission


EASFAA Webinar – February 20, 2018

Credit Education with Experian

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Presenter
Veronica Herrera, Director of Product Solutions , Experian

Description
Experian’s Credit Education program helps raise consumer awareness of the positive role of credit and credit reporting in our lives. The purpose of this presentation is to help financial aid professionals better understand credit reporting and scores, as well as to provide general information about how individuals should manage their credit report so that they can get the credit they need and want.

Topics will include:

  • The players in the credit cycle – credit reporting companies, lenders, and consumers.
  • Understanding the difference between credit and debt.
  • Understanding a credit report: what’s in it and why it’s important.
  • How to dispute incorrect items on a credit report.
  • How long do items stay on a credit report?
  • What is a credit score and how are they calculated?
  • Steps individuals can take to improve your credit score.
  • Where to get more information and other available resources.

Speaker Bio
Veronica Herrera is the Director of Product Solutions within Experian’s Decision Analytics team, working with lenders of all sizes to help incorporate analytical scores into their decisioning processes.  Veronica joined Experian in 2003, and has over 14 years’ experience working in-depth with credit data and scoring models across all three credit bureaus. Additionally, for the last 5 years Veronica has helped educate hundreds of consumers on their credit reports and scores, through the Experian Education Ambassador program.


EASFAA Webinar – March 6, 2018

Session 1: Discomfort Zone: Getting Comfortable with Interrupting Unconscious Bias

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Presenter
Dr. Shaunna Payne Gold

Description
During this introductory session, participants will get "comfortable with the uncomfortable" by discussing unconscious bias the resulting microaggressions, and ways to interrupt such thoughts and behavior both professionally and personally. This 60-minute session will be the first of a three part series with new ways to address old dilemmas.

Speaker Bio
Dr. Shaunna Payne GoldDr. Shaunna Payne Gold is the Associate Director for Assessment and Student Development in the Office Multi-ethnic Student Education at the University of Maryland College Park. As the sole assessment administrator for the unit, she is responsible for drafting student learning outcomes, designing data collection, and drafting reports for programs under the Division of Academic Affairs. She currently serves on numerous committees including the Faculty Senate – Committee on Education, Diversity, & Inclusion, the Office of Diversity & Inclusion Assessment Working Group co-chair, Undergraduate Program Advisory Council, President's Commission on LGBT Issues, and previously served on the search committee for Deputy Director to the University's first Chief Diversity Officer. Dr. Gold recently completed her Project Management Master Certification at Harvard University.

Dr. Gold is also affiliate staff with the Office of LGBT Equity at the University of Maryland, teaching such fundamental courses as Rainbow Terrapin Training. She won the "Advocate for Equity" Award from the Rainbow Terrapin Network in 2010. More recently she was inducted into the Lavender Leadership Honor Society as one of four staff members alongside student leaders.

Dr. Gold has been fortunate to teach both at the University of Maryland and at The George Washington University as a professorial lecturer. Dr. Gold’s most popular courses at GW include Intercultural Campus Leadership, Helping Skills in Student Affairs, Intercultural Campus Leadership, Multicultural Lens for Programming on Campus, and Student Development Theory.

Dr. Gold has a Doctor of Education degree from The George Washington University in Higher Education Administration; her dissertation focused on spiritual development of nonheterosexual undergraduate students. Dr. Gold also has a Masters of Divinity from Eastern Mennonite University with a focus on Campus Ministry, and a Bachelors of Business Administration from James Madison University in Marketing and Computer Information Systems. Dr. Gold is a committed mom to two boys -- Charles Gold III (6) and Kendrick Edward Gold (3) -- as well as a triathlete, marathoner, and Masters' Swim Coach for adult learners.



EASFAA Webinar – March 13, 2018

Session 2: Need versus Want: The Expense Timeline of College Students

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Presenter
Dr. Shaunna Payne Gold

Description
Often students aren't in a position to discern the difference between a financial "need" or a "want". This lack of discernment often intensifies depending on the student's socioeconomic status. During this 60-minute session, participants will be guided through a brief but poignant exercise that demonstrates the expenses involved with the college experience. Such expenses will include each financial responsibility from the application process through graduation. As financial aid professionals, this is an exceptional opportunity to reflect on how we guide students of all socioeconomic backgrounds with crucial questions that lead to their own self awareness of needs, wants, financial aid, and personal fiscal responsibility.

Speaker Bio
Dr. Shaunna Payne GoldDr. Shaunna Payne Gold is the Associate Director for Assessment and Student Development in the Office Multi-ethnic Student Education at the University of Maryland College Park. As the sole assessment administrator for the unit, she is responsible for drafting student learning outcomes, designing data collection, and drafting reports for programs under the Division of Academic Affairs. She currently serves on numerous committees including the Faculty Senate – Committee on Education, Diversity, & Inclusion, the Office of Diversity & Inclusion Assessment Working Group co-chair, Undergraduate Program Advisory Council, President's Commission on LGBT Issues, and previously served on the search committee for Deputy Director to the University's first Chief Diversity Officer. Dr. Gold recently completed her Project Management Master Certification at Harvard University.

Dr. Gold is also affiliate staff with the Office of LGBT Equity at the University of Maryland, teaching such fundamental courses as Rainbow Terrapin Training. She won the "Advocate for Equity" Award from the Rainbow Terrapin Network in 2010. More recently she was inducted into the Lavender Leadership Honor Society as one of four staff members alongside student leaders.

Dr. Gold has been fortunate to teach both at the University of Maryland and at The George Washington University as a professorial lecturer. Dr. Gold’s most popular courses at GW include Intercultural Campus Leadership, Helping Skills in Student Affairs, Intercultural Campus Leadership, Multicultural Lens for Programming on Campus, and Student Development Theory.

Dr. Gold has a Doctor of Education degree from The George Washington University in Higher Education Administration; her dissertation focused on spiritual development of nonheterosexual undergraduate students. Dr. Gold also has a Masters of Divinity from Eastern Mennonite University with a focus on Campus Ministry, and a Bachelors of Business Administration from James Madison University in Marketing and Computer Information Systems. Dr. Gold is a committed mom to two boys -- Charles Gold III (6) and Kendrick Edward Gold (3) -- as well as a triathlete, marathoner, and Masters' Swim Coach for adult learners.



EASFAA Webinar – March 20, 2018

Session 3: Newsflash: Current Events of Financial Aid in Higher Education

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Presenter
Dr. Shaunna Payne Gold

Description
The field of higher education is always buzzing with new and interesting current events. In this provocative session called "Newsflash" we will have an opportunity to discuss current events concerning financial in higher education. The facilitator will present a brief method for analyzing real life cases in the future and position all participants to ask evocative questions that lead to new understandings and applicable lessons learned.

Speaker Bio
Dr. Shaunna Payne GoldDr. Shaunna Payne Gold is the Associate Director for Assessment and Student Development in the Office Multi-ethnic Student Education at the University of Maryland College Park. As the sole assessment administrator for the unit, she is responsible for drafting student learning outcomes, designing data collection, and drafting reports for programs under the Division of Academic Affairs. She currently serves on numerous committees including the Faculty Senate – Committee on Education, Diversity, & Inclusion, the Office of Diversity & Inclusion Assessment Working Group co-chair, Undergraduate Program Advisory Council, President's Commission on LGBT Issues, and previously served on the search committee for Deputy Director to the University's first Chief Diversity Officer. Dr. Gold recently completed her Project Management Master Certification at Harvard University.

Dr. Gold is also affiliate staff with the Office of LGBT Equity at the University of Maryland, teaching such fundamental courses as Rainbow Terrapin Training. She won the "Advocate for Equity" Award from the Rainbow Terrapin Network in 2010. More recently she was inducted into the Lavender Leadership Honor Society as one of four staff members alongside student leaders.

Dr. Gold has been fortunate to teach both at the University of Maryland and at The George Washington University as a professorial lecturer. Dr. Gold’s most popular courses at GW include Intercultural Campus Leadership, Helping Skills in Student Affairs, Intercultural Campus Leadership, Multicultural Lens for Programming on Campus, and Student Development Theory.

Dr. Gold has a Doctor of Education degree from The George Washington University in Higher Education Administration; her dissertation focused on spiritual development of nonheterosexual undergraduate students. Dr. Gold also has a Masters of Divinity from Eastern Mennonite University with a focus on Campus Ministry, and a Bachelors of Business Administration from James Madison University in Marketing and Computer Information Systems. Dr. Gold is a committed mom to two boys -- Charles Gold III (6) and Kendrick Edward Gold (3) -- as well as a triathlete, marathoner, and Masters' Swim Coach for adult learners.



Past Webinars | View Webinar Archives

Tuesday, December 5, 2017 - Federal Laws on Sharing Student Data
A Navigational Guide for Financial Aid Offices and Officers
-- Download the Webinar Recording --
-- Download the Webinar Handout --


Tuesday, November 28, 2017 - Trends in Student Aid 2017 and Trends in College Pricing 2017
-- Download the Webinar Recording --
-- Download the Webinar Handout --


Tuesday, October 31, 2017 - Payments, Incentives, Prizes and More, What Do You Do?
-- Download the Webinar Recording --
-- Download the Webinar Handout --
-- UVM Standard Payment/Scholarship Request Form --


Tuesday, October 24, 2017 - Department of Education Webinar - FAFSA, IRS DRT and Additional Pell
-- Download the Webinar Recording --
-- Download the Webinar Handout --


Tuesday, October 17, 2017 - Positioning Yourself on Campus - How to become the one "they" consult with instead of the one "they" inform.
-- Download the Webinar Recording --
-- Download the Webinar Handout --


Tuesday, October 3, 2017 - The Graduate Professional Loan Limits Task Force Update
-- Download the Webinar Recording --
-- Download the Webinar Handout --


Tuesday, September 12, 2017 - Early FAFSA - What Have We Learned
-- Download the Webinar Recording --
-- Download the Webinar Handout --


Wednesday, February 1, 2017 - Best Practices in Advocacy; The Challenges and Opportunities in Promoting Student Financial Assistance Programs
-- Download the Webinar Recording --


Monday, May 2, 2016 - Drivers Education for Federal IDR and FPSLFP
-- Download the Webinar Recording --
-- Download the Webinar Handout --


Friday, April 15, 2016 - Free Community College - Is It Possible?
-- Download the Webinar Recording --
-- Download the Webinar Handout --


Thursday, April 7, 2016 - Working with Unaccompanied Homeless Youth
-- Download the Webinar Recording --
-- Download the Webinar Handout --


Tuesday, February 9, 2016 - 150% Rule Basics
-- Download the Webinar Recording --
-- Download the Webinar Handout --


Thursday, February 4, 2016 - Gainful Employment
-- Download the Webinar Recording --
-- Download the Webinar Handout --


Thursday, January 21, 2016 - Verification Training for QA Schools Transitioning BACK
-- Download the Webinar Recording --
-- Download the Webinar Handout --
-- 2015-16 Income Clarification Worksheet --
-- 2015-16 Living Circumstance Form --
-- 2015-16 Low Income Parents Worksheet --
-- 2015-16 Low Income Student Worksheet --
-- 2016-17 Income Verification Form --
-- 2016-17 Low Income Verification --
-- 2016-17 Statement of Non-filing and Low Income Form --








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