Training and Workshops

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

Wresting with Data and Compliance: Reporting Requirements for the New Gainful Employment and Financial Value Transparency Regulations

September 10, 2024 @ 2:00pm EST

On July 1, 2024, the Biden Administration’s Gainful Employment became effective. This webinar will identify the requirements of the new regulations and the new demands of ongoing compliance. The presentation will discuss and explain the voluminous reporting requirements in 2024 – beginning on October 1, 2024 – and beyond.

Presenter Bio: Jonathan Helwink an associate at McGuireWoods, LLP. He previously served at the US Department of Education in the General Counsel’s Office and as the Attorney Advisor to the Under Secretary of Education, the agency’s top higher education official. Prior to becoming an attorney, Jonathan was a tenured history professor at an open enrollment institution in Chicago.

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Administrative Capability

This session is hosted by CAPFAA and open to all. EASFAA membership would be required in order to take the credential exam.

Presenter: Anne McDermott, Salve Regina University
Date: Tuesday, October 1
Time: 1:30 p.m. – 4:30 p.m.
Location: Whitneyville Cultural Commons, 1253 Whitney Ave, Hamden, CT

Lesson 1: Introduction to Administrative Capability

  • Understand the definition of administrative capability; and
  • Learn the measures of administrative capability

Lesson 2: Adequate Resources, Separation of Functions, and Information Sharing

  • Providing adequate resources and staffing capable of properly administering the Title IV federal student aid programs;
  • Instituting adequate checks and balances by separating the functions of authorizing awards and making payments or disbursements of Title IV funds; and
  • Sharing information and preventing conflicting information on a campus-wide basis.

Lesson 3: Electronic Processes, Recordkeeping, and Contingency Planning

  • Understand required electronic processes and communication;
  • Understand the importance of retaining records for the required time frames; and
  • Recognize the value of contingency planning. Recognize the various application output documents.

Lesson 4: Other Administrative Capability Requirements

  • Establishing satisfactory academic progress standards for students to progress in their academic programs and to retain Title IV aid;
  • Coordinating Title IV consumer information on a campus-wide basis;
  • Maintaining cohort default rates that would allow continued participation in the Title IV programs; and
  • Other general criteria for the institution, its principals, and its affiliates necessary to maintain institutional eligibility.
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Professional Judgement

This session is hosted by NHASFAA and open to all. EASFAA membership would be required in order to take the credential exam.

Date: Thursday, October 17
Time: 12:30 p.m. – 4:00 p.m.
Location: North Conway Grand Hotel, North Conway, NH

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
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