Training and Workshops

 Coffee Chat Common Grounds Logo

Expecting the Unexpected with ETTC and the Interim Exception

Tuesday, September 22, 2026
2:00 – 3:00 PM EDT 

Expected Time to Credential (ETTC) and the interim exception have generated more questions than answers, and many of us are working through them in real time. This coffee chat is an informal, peer-to-peer conversation and an opportunity for the Training Committee to hear directly from EASFAA members about their most pressing questions and concerns. Bring whatever you're wrestling with: how you're reading the guidance, where your office has landed, what's still unresolved, or what you're avoiding until there's more clarity. What we hear will shape upcoming EASFAA programming. As always, coffee chats are not recorded, and candid conversation is encouraged.

Hosted by Federal Updates Subcommittee Co-chairs 

  • Brianna Juaire, Northeaster University
  • Becky McFarland, Emerson College
Register

 

2027–2028 FAFSA Walkthrough with NYSFAAA & HESC 

Friday, September 25, 2026
10:00 AM – 12:00 PM ET
Virtual via Zoom

Our friends and colleagues at the New York State Financial Aid Administrators Association (NYSFAAA), in partnership with the New York State Higher Education Services Corporation (HESC), are opening their annual 2027–2028 FAFSA & TAP Application Training to the entire EASFAA community! There is no cost to attend, and NYSFAAA membership is not required. 

The training will begin with a hands-on, line-by-line walkthrough of the 2027–2028 FAFSA using the U.S. Department of Education’s official FAFSA demo site. Following the FAFSA walkthrough, presenters will provide a step-by-step guide to the New York State Tuition Assistance Program (TAP) application. Since TAP is specific to New York State, EASFAA members who do not need the TAP portion are welcome to leave the webinar once the FAFSA walkthrough has concluded. 

Featured Presenters 

  • Renee Swift, NYS Scholarship Supervisor, New York State Higher Education Services Corporation (HESC)
  • Michael S.J. Turner, Associate Director of Grants and Scholarships, New York State Higher Education Services Corporation (HESC)

The session is free and will be recorded, but virtual capacity is limited. Registration will close once capacity is reached. 

Register 

    

Return of Title IV (R2T4)

Marist University - Hancock Building, Room 2023

 Wednesday, October 14, 2026 10:00 AM – 3:00 PM

Instructed by:
  • Lisa Boyko, FAAC®, Associate Director of Financial Aid, Connecticut State Community College
  • Jen Camera, FAAC®, Financial Aid Specialist, Connecticut State Community College
 Learning Objectives 
  • Recognize the general requirements for the return of Title IV funds;
  • Understand when the return of Title IV funds requirements apply;
  • Distinguish when the return of Title IV funds requirements do not apply; and
  • Understand when a student is considered to have withdrawn from different types of academic programs

Key Concepts: Withdrawal; Title IV recipient; Earned aid; Return of Title IV funds formula; Post-withdrawal disbursement; Unearned aid; and Consumer information requirements.

Register

CFAA Training Logo

Certified Financial Aid Administrator Training Workshop 

Monday, October 19, 2026 
9:00 AM – 5:00 PM
Berkeley College, Woodland Park, NJ

This intensive, fast-paced CFAA Training Workshop will run for approximately 7 hours, with an hour break for lunch, in a condensed format, covering everything you need to prepare for the Certified Financial Aid Administrator (CFAA) Program knowledge exam. And we are offering it in two locations! 

This training will be led by:

  • Anne McDermott, FAAC®, AVP of Enrollment Management/Chief Financial Aid Officer at Salve Regina University
  • Alex Guiral, FAAC®, Associate Vice President of Financial Aid at Berkeley College

What you’ll get: A complete overview of the exam A deep dive into the 12 key knowledge areas A practice test The opportunity to take the certification exam at no cost. 

Who Can Attend: EASFAA and NASFAA members eligible for the FAAC exam: Check your eligibility HERE

Limited Spots: Only 25 seats available for each training, first come, first served!

Don't miss out on this invaluable opportunity—register now using the link below

Register

 CFAA Training Logo

Certified Financial Aid Administrator Training Workshop 

Thursday, November 5, 2026
9:00 AM – 5:00 PM
Syracuse University, Syracuse, NY

This intensive, fast-paced CFAA Training Workshop will run for approximately 7 hours in a condensed format, with an hour break for lunch, covering everything you need to prepare for the Certified Financial Aid Administrator (CFAA) Program knowledge exam. And we are offering it in two locations! 

This training will be led by:

  • Gena Bolling, FAAC®, Associate Vice Provost for Enrollment and Chief Enrollment Compliance Officer, Cornell University
  • Lyndsay Johnson, FAAC®, Associate Director, Stony Brook University

What you’ll get: A complete overview of the exam A deep dive into the 12 key knowledge areas A practice test The opportunity to take the certification exam at no cost. 

Who Can Attend: EASFAA and NASFAA members eligible for the FAAC exam: Check your eligibility HERE

Limited Spots: Only 25 seats available for each training, first come, first served!

Don't miss out on this invaluable opportunity—register now using the link below

Register

 

Professional Judgement

Tuesday, November 17th
9:00-12:00
University of New Hampshire

This training will be led by Megan Hanson, Senior Student Financial Services Specialist, Southern New Hampshire University.

This session will provide you with the meaning, purpose, and underlying principles of professional judgement (PJ); areas of financial aid administration to which PJ is applied; and general documentation requirements applicable when exercising PJ.

The key concepts you will learn in this lesson include:

  • Statutory authority
  • Definition of PJ
  • Unusual circumstances
  • Special circumstances
  • Purpose and principles of PJ
  • PJ policies and procedures
  • PJ triggers
  • Areas of PJ; areas where PJ does not apply
  • Role of PJ documentation; types of PJ documentation
  • PJ during a disaster, emergency, or economic downturn
Register 

Tues at 2 Training Logo

Requests to host a Tuesday @ 2 training can be made by any current member or committee. The training committee request that the following steps be followed when requesting a training session and date.

  1. Please check the date on the EASFAA calendar to verify if the date is free of other activities.
  2. Please have requested date, session topic/title, description, presenter, and presenter bio information ready upon requesting the training.
  3. Complete the Training Session Request Form found below. Once submitted the Tuesday @ 2 chairs will review your request and be in touch.
Training Session Request Form
(The above link is not to register for a training.)

 Click the link below to browse through recordings and slides from past events.