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Training and Workshops

EASFAA Presents:
NASFAA Annual State and Regional Training – Satisfactory Academic Progress

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This is an IN-PERSON training that will take place on Thursday, February 23, 2017 at:
Wellesley College
Library Lecture Room
106 Central Street
Wellesley, MA 02481
10:00am-1:00pm

  • All EASFAA Training events require 2016-2017 EASFAA Membership ($50.00)

The Satisfactory Academic Progress training will cover the following:

  • The foundational concepts of satisfactory academic progress; and
  • Knowing about satisfactory academic progress consumer information requirements.
  • The Frequency of SAP evaluations and school options;
  • Evaluating the quantitative and qualitative components of SAP; and
  • The consequences of a student not meeting SAP standards.
  • School options related to SAP appeals, financial aid probation, and academic plans;
  • Circumstances and conditions under which a student may appeal a SAP determination and the elements which must be included in a SAP appeal;
  • The requirements of the financial aid probation status and academic plans; and
  • The requirements related to regaining eligibility after failing to maintain SAP. 
  • The additional elements which must be incorporated into a SAP policy

    Presenter:
    Catherine Boscher-Murphy began her Financial Aid career, accidentally of course, 35+ years ago.  She has a variety of experiences involving 4-year public and independent colleges, vocational-technical schools and multi-campus proprietary colleges. Catherine owned and managed CBM Enterprises, Inc., an educational management consulting company, providing post-secondary institutions with expertise in various financial aid areas.  From that experience, Catherine became the Compliance Officer at Montclair State University. She has been an active member of NJASFAA since the late 80’s; served as President and has continued to be involved on numerous committees.

The EASFAA Webinar Series Presents:
NASFAA Credential Training - Consumer Information
Part 1 - Tuesday, February 14, 2017
Part 2 - Thursday, February 16, 2017
10:00am-12:00pm

Register Now

  • All EASFAA Training events require 2016-2017 EASFAA Membership ($50.00) - The Consumer Information training event has a $35.00 fee in addition to the required EASFAA Membership. This $35.00 fee entitles participants to receive a voucher for complimentary access to the credential test.
  • The test should be downloaded from the NASFAA Store within a few days of training.
  • Participants must take the test(s) within 3 months of completing the authorized event.
  • Participants do not have to be NASFAA members; however, they must create a myNASFAA account in order to register for and take the credential test(s).
  • Each test voucher includes two attempts to successfully complete the test.

The Consumer Information training will cover the following:

  • Definition of consumer information;
  • Notice to enrolled students requirements;
  • General notification and disclosure methods; and
  • Availability of employees to disseminate consumer information.
  • An understanding of the requirements related to each disclosure of information about the institution.
  • An understanding of the consumer information requirements for campus security and fire safety; and
  • Learning the reporting and disclosure requirements unique to campus security and fire safety
  • The consumer information requirements related to completion and graduation rates and transfer out rates for first-time full-time undergraduate students and student athletes;
  • The consumer information requirements related to athletic program participation and financial support; and
  • The applicable reporting and disclosure requirements.

Presenter Information:
Wynette ZuppardiWynette Zuppardi is EASFAA's current President. She has been actively involved in the organization as Secretary, President-Elect, Training Committee Chair, and Conference Committee Chair. She has also been involved in the RI Association (RIASFAA) and served as Secretary, Vice-President, and President. Wynette is the Director of Financial Services at Brown University and has worked in higher education for over 20 years.






The EASFAA Webinar Series Presents:
NASFAA Credential Training - Cash Management
Part 1 - Tuesday, February 28, 2017
Part 2 - Wednesday, March 1, 2017
10:00am-12:00pm

Register Now

  • All EASFAA Training events require 2016-2017 EASFAA Membership ($50.00) - The Cash Management training event has a $35.00 fee in addition to the required EASFAA Membership. This $35.00 fee entitles participants to receive a voucher for complimentary access to the credential test.
  • The test should be downloaded from the NASFAA Store within a few days of training.
  • Participants must take the test(s) within 3 months of completing the authorized event.
  • Participants do not have to be NASFAA members; however, they must create a myNASFAA account in order to register for and take the credential test(s).
  • Each test voucher includes two attempts to successfully complete the test.

The Cash Management training will cover the following:

  • Understanding the meaning of cash management; and
  • The definitions of key terms related to cash management.
  • How a school requests and receives Title IV funds for making Title IV disbursements to students and for administrative cost allowances used to administer the Title IV programs;
  • Crossover payment periods and how to manage Title IV program funds covering those periods;
  • How to maintain Title IV funds received and held by the institution;
  • How to manage excess cash; and
  • When to return funds to the appropriate Title IV programs.
  • Understanding general and program-specific disbursement requirements;
  • How to handle Title IV credit balances; and
  • Understanding provisions that must be made for the purchase of books and supplies.
  • The various Title IV notifications; and
  • Recognizing the Title IV authorizations.

Presenter Information:
Laura BeerLaura Beer has worked in various capacities within the Financial Aid arena for the past 15 years, and currently she oversees all federal program operations in the Financial Aid Office at University of Maryland University College.








The EASFAA Webinar Series Presents:
NASFAA Credential Training - Direct Loan Program
Part 1 - Tuesday, March 7, 2017
Part 2 - Tuesday, March 9, 2017
10:00am-12:00pm

Register Now

  • All EASFAA Training events require 2016-2017 EASFAA Membership ($50.00) - The Direct Loan Program training event has a $35.00 fee in addition to the required EASFAA Membership. This $35.00 fee entitles participants to receive a voucher for complimentary access to the credential test.
  • The test should be downloaded from the NASFAA Store within a few days of training.
  • Participants must take the test(s) within 3 months of completing the authorized event.
  • Participants do not have to be NASFAA members; however, they must create a myNASFAA account in order to register for and take the credential test(s).
  • Each test voucher includes two attempts to successfully complete the test.

The Direct Loan Program training will cover the following:

  • The different loan programs and characteristics of each;
  • The purpose of origination fees;
  • The loan application process; and
  • How financial aid administrators may utilize professional judgment in the Direct Loan application process.
  • The factors in calculating loan amounts;
  • How the loan period is identified in standard, nonstandard, and nonterm programs; and
  • The role of the expected family contribution and estimated financial assistance in the calculation of loan amounts.
  • The annual and aggregate Direct Loan limits and how they are applied to the various student and parent borrowers;
  • Understanding student enrollment patterns and the rules regarding the frequency with which students may borrow annual loan limits for Direct Loans; and
  • The rules for Direct Loan proration and when they are applied.
  • How to calculate a student's or parent's Direct Loan eligibility;
  • The frequency of annual borrowing limits; and
  • How to prorate a student's loan eligibility.
  • Which repayment plans are available to borrowers under the Direct Loan and FFEL programs;
  • Understanding borrower choice and restrictions among available repayment plans;
  • Understanding the monthly payment amounts, repayment term lengths, and special conditions associated with each of the repayment plans; and
  • What repayment plan counseling tools and calculators are available to borrowers and where to find them.
  • When loan counseling is required;
  • Identifying who must complete entrance and exit counseling;
  • Identifying the various counseling formats and documentation requirements; and
  • The required content of loan counseling and its purpose.
  • When loan counseling is required;
  • Identifying who must complete entrance and exit counseling;
  • The various counseling formats and documentation requirements; and
  • The required content of loan counseling and its purpose.

Presenter Information:
Dr. Kathy BialkDr. Kathy Bialk has served as a financial aid professional for 31 years working at several different sectors of postsecondary education: two-year community and technical, proprietary, four-year private, and four-year public colleges and universities. She has been actively involved in state and regional financial aid professional associations in various capacities, including serving as President of the New Jersey Association of Student Financial Aid Administrators (NJASFAA) during 1995-1996 and President of the West Virginia Association of Student Financial Aid Administrators (WVASFAA) during 2015-16. She also has served on Student State Aid Advisory Boards in New Jersey, Pennsylvania, and West Virginia.

Kathy has earned a Bachelor of Science Degree in Business Management and International Business and a Bachelor of Arts Degree in Polish at Alliance College. She earned a Master of Art Degree in Human Services Administration at Rider University and a Doctor of Education Degree in Higher Education Leadership at Marshall University.

Kathy lives in Wayne, WV, with her husband and 15-year old daughter. Kathy and her husband also have two other children, a 31-year old daughter who is married and a 28-year old son.

As a first-generation college student who would have never been able to attend college without scholarships and need-based student aid, Kathy is passionate about the financial aid profession. Kathy feels honored to work in higher education and to be in a position to give back what she was given - an opportunity to be educated.


The EASFAA Webinar Series Presents:
NASFAA Credential Training - Cost of Attendance
Part 1 - Tuesday, March 28, 2017
Part 2 - Thursday, March 30, 2017
10:00am-12:00pm

Register Now

  • All EASFAA Training events require 2016-2017 EASFAA Membership ($50.00) - The Cost of Attendance training event has a $35.00 fee in addition to the required EASFAA Membership. This $35.00 fee entitles participants to receive a voucher for complimentary access to the credential test.
  • The test should be downloaded from the NASFAA Store within a few days of training.
  • Participants must take the test(s) within 3 months of completing the authorized event.
  • Participants do not have to be NASFAA members; however, they must create a myNASFAA account in order to register for and take the credential test(s).
  • Each test voucher includes two attempts to successfully complete the test.

The Cost of Attendance training will cover the following:

  • The principles and processes of student budget construction.
  • Concepts of cost of attendance (COA);
  • Allowable costs for awarding federal student financial aid; and
  • Restrictions on COA components.
  • The cost of attendance recalculation requirements and options.
  • Detailing how non-Title IV aid impacts the cost of attendance.

Presenter Information:
Brenda HicksBrenda Hicks has spent her entire career in private higher education, serving for the past 16 years as Director of Financial Aid at Southwestern College. Prior to that, she was in charge of the Southwestern College admissions office. During her years in financial aid she has held numerous positions in KASFAA, RMASFAA and NASFAA which most recently include serving as the 2017 NASFAA Leadership EXPO chair, serving as a mentor in the RMASFAA Leadership Pipeline, and serving out her final term as KASFAA Past President.

When not working, Brenda is mom to a both a freshman and a senior. When not doing "stuff" for her two boys, she teaches third grade Sunday School and is involved in her local 4-H Extension program. She and her husband have been married for 23 years. Life is full. Life is good.


The EASFAA Webinar Series Presents:
NASFAA Credential Training - Return to Title IV
Part 1 - Tuesday, April 4, 2017
Part 2 - Thursday, April 6, 2017
10:00am-12:00pm

Register Now

  • All EASFAA Training events require 2016-2017 EASFAA Membership ($50.00) - The Return to Title IV training event has a $35.00 fee in addition to the required EASFAA Membership. This $35.00 fee entitles participants to receive a voucher for complimentary access to the credential test.
  • The test should be downloaded from the NASFAA Store within a few days of training.
  • Participants must take the test(s) within 3 months of completing the authorized event.
  • Participants do not have to be NASFAA members; however, they must create a myNASFAA account in order to register for and take the credential test(s).
  • Each test voucher includes two attempts to successfully complete the test.

The Return to Title IV training will cover the following:

  • The general requirements for the return of Title IV funds;
  • Understanding when the return of Title IV funds requirements apply;
  • Distinguishing when the return of Title IV funds requirements don't apply; and
  • Understanding when a student is considered to have withdrawn from different types of academic programs.
  • Recognizing the importance of properly assigning a withdrawal date when calculating the return of Title IV funds;
  • Knowing how schools determine the withdrawal date depending upon whether or not they are required to take attendance;
  • Identifying the different types of withdrawals;
  • Knowing how withdrawals are handled in programs offered in modules; and
  • Understanding Title IV approved leaves of absence.
  • Recognizing and understanding the steps of the return of Title IV funds formula when disbursed aid exceeds earned aid
  • Recognizing and understanding the steps of the return of Title IV funds formula when earned aid exceeds disbursed aid.

Presenter Information:
AnnMarie BouseAnnMarie Bouse has worked in financial aid for more than 33 years. During her career in financial aid, she has worked for career schools, private 4 -year schools, public non-profit schools and has been an education consultant. While overseeing the operations in financial aid, she has also had the responsibility for obtaining approval for new locations and programs through the state authorizing agencies across multiple states and through multiple accrediting agencies. She has been a Team Leader for a national accrediting agency reviewing schools for new and renewal accreditation. She serves on the NJASFAA Government Relations Committee and was the Director of Communications for the NJ Higher Education Student Assistance Authority. AnnMarie is the Manager of Compliance and Quality Assurance in the Office of Financial Aid at Rutgers University.




Past Webinars | View Webinar Archives

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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