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Training and Workshops

EASFAA Tuesday@2 Training Series
EASFAA is pleased to announce a

Credential Training Workshop
for the 2018-2019 year!

NASFAA Credential Training – February 13 - Satisfactory Academic Progress

The George Washington University Medical School, DC
Wednesday, February 13, 2019, 12:30 p.m.

-- Register for Satisfactory Academic Progress --

For more information, contact training@easfaa.org.


EASFAA Tuesday@2 Training Series

  • January 15 - Understanding Your Satisfactory Academic Progress
  • January 29 - Guiding Your Students to Financial Wellness
  • February 5 - Promoting Student Financial Assistance Programs with Congress

EASFAA Webinar – January 15, 2019

Understanding Your Satisfactory Academic Progress

-- REGISTER NOW

At least once per year, institutions must assess whether students are making SAP. This session will offer instruction on how to evaluate SAP in accordance with applicable laws and regulations. We will provide an explanation of key concepts such as qualitative and quantitative (pace) measurements, maximum time frame, warning and probation periods, appeals, and academic plans. Examples will be provided to help demonstrate the elements that a school is required to include in its SAP policy.

Presenter: Zack Goodwin joined the Education Department training team in 2014, after serving for 20 years in higher education administration at graduate schools, liberal arts colleges, and comprehensive universities in the Midwest and New England.  Most recently he acted as Harvard University’s Financial Aid Compliance and Training Officer and as the University’s financial aid director for continuing education, leading financial aid programs for undergraduate, graduate, certificate and high school students.

Zack received a Bachelor of Arts from Bennington College in Vermont, his Master of Public Administration from the University of Oklahoma, and his Master of Science in kinesiology from the California University of Pennsylvania.  In addition to his training experience with ED, he has developed leadership curricula for schools and financial aid professional associations, and works in his free time as a personal fitness trainer.

EASFAA Webinar – January 29, 2019

Guiding Your Students to Financial Wellness

-- REGISTER NOW

This presentation will give you tips to help your students understand financial topics that they are dealing with now and in the future. The more financially literate our students are, the better their financial health will be. We’ll be discussing the wise use of credit, banking, budgeting, investing and saving for future goals, like retirement.

Presenter: Jeanne Mahan is Director of College Finance at College Coach, a division of Bright Horizons. Prior to joining College Coach, she was a financial aid counselor at Quinsigmond Community College in Worcester, MA and financial aid coordinator at the Cummings School of Veterinary Medicine at Tufts University in North Grafton, MA. Jeanne has a Bachelor of Arts in French from Emmanuel College and a Master of Science in Nonprofit Management from Worcester State University. She enjoys working with students and families on student loan repayment and financial literacy, and has developed curriculum at College Coach to provide college students, new graduates and young adults the skills needed to get on the right financial path.

EASFAA Webinar – February 5, 2019

Best Practices in Advocacy and Lobbying: Promoting Student Financial Assistance Programs with Congress

-- REGISTER NOW

This session will feature three panelists who have extensive experience in advocating for programs, policies and funding with Congress. With a new Congress taking office in January, a new Democratic Party majority in the House and Reauthorization on the horizon, we will hear what these experts have to say about challenges and potential opportunities working in this environment. Registrants will come away from the session with information that will help them in engaging in their own advocacy with elected officials.

PRESENTERS:
Justin Draeger is President and CEO of the National Association of Student Financial Aid Administrators. He serves as the primary voice of NASFAA and as the liaison between the association members, the U.S. Congress, federal agencies and the media. His prior experiences include working as a financial aid director, regulatory and policy analyst, and spokesperson. He has held senior positions overseeing government relations, communications, and policy work.  Justin currently serves on the boards of directors of the American Council on Education (ACE), Baker College, the Association Mutual Health Insurance Company, his local PTA board, and other organizations that promote health and education. He earned his undergraduate from Brigham Young University and his MBA from Baker College. Justin lives in Fairfax, VA with his wife and three children, where he spends his free time shuttling children to various events, playing racquetball, running or swimming.

Brett Lief is currently Chief Strategy Officer for Higher Education and Government sectors for Windham Professionals. Windham Professionals, founded in 1982 is a customer-centric and compliance driven revenue management company with headquarters in Andover, MA.

Prior to joining Windham, Brett was a board member and advisor for the National Student Loan Program in Lincoln, Nebraska. For the prior 16 years Brett served as the president of the National Council of Higher Education Loan Programs and before that served as a Vice-president of the National Association of Independent Colleges and Universities. Before leaving for Washington, DC he was the Deputy Chief of Staff to the Chancellor of New Jersey's Department of Higher Education. Brett began his professional career as Assistant Director of Financial Aid at Monmouth College and then Director at Brookdale Community College. He also served as a board member of the National College Access Network.

Jesse O’Connell is the Strategy Director for Federal Policy at Lumina Foundation, based out of their Washington, D.C. office. He leads the development and advancement of the foundation’s federal policy priorities, with the goal of increasing the attainment of high-quality credentials and promoting affordable pathways through postsecondary education.

Prior to joining Lumina, Jesse served as the assistant director for federal relations at the National Association of Student Financial Aid Administrators. Jesse began his career as a financial aid administrator at Georgetown University. He holds both a master’s and bachelor’s degree from Georgetown, where he was an All-American as a member of the track and field team.
In addition to his professional work, Jesse is involved in his community of Alexandria, VA where he lives with his wife and two children.

Jim Anderson has been the Director of Financial Aid at Montclair State University for the past nine years.  In his thirty-nine year career in higher education financing he has been a financial aid administrator at five universities (Montclair, Columbia University, Fairfield University, New York University and the University of New Haven), serving as a director at four of those schools, and also has experience as a sales executive with the student loan company, Sallie Mae, and as a staff member for a number of years with the College Board. 

Jim is past-president of New Jersey Association of Student Financial Aid Administrators (NJASFAA) and is currently vice president of the Eastern Association of Student Financial Aid Administrators (EASFAA). 

Jim has a bachelor’s degree from Bates College and a master’s degree from the University of New Haven.  He resides Oak Ridge, NJ.



Past Webinars | View Webinar Archives

Tuesday December 18, 2018 - EASFAA Institutional Membership is here for 2019-20
-- Download the Webinar Recording --
-- Download the Webinar Handout --


Tuesday December 11, 2018 - Removing Barriers to College Affordability: How Can Public Policy Help?
-- Download the Webinar Recording --
-- Download the Webinar Handout --


Tuesday November 27, 2018 - Trends in College Pricing 2018 and Trends in Student Aid 2018
-- Download the Webinar Recording --
-- Download the Webinar Handout --


Tuesday November 6, 2018 - The Perfect Mix - Learning to Lead Yourself
-- Download the Webinar Recording --
-- Download the Webinar Handout --


Tuesday October 30, 2018 - Government Relations 101
-- Download the Webinar Recording --
-- Download the Webinar Handout --


Tuesday October 23, 2018 - Navigating Distance Education Compliance Issues
-- Download the Webinar Recording --
-- Download the Webinar Handout --


Tuesday October 16, 2018 - Becoming a Leader While Managing an Office
-- Download the Webinar Recording --
-- Download the Webinar Handout --


Tuesday October 9, 2018 - Tax Code Reform: Part 2 - Advanced Topics
-- Download the Webinar Recording --
-- Download the Webinar Handout --


Tuesday October 2, 2018 - Tax Code Reform: Part 1 - A Basic Overview
-- Download the Webinar Recording --
-- Download the Webinar Handout --


Tuesday September 25, 2018 - Public Service Loan Forgiveness: Everything You Need to Know
-- Download the Webinar Recording --
-- Download the Webinar Handout --


Tuesday September 18, 2018 - So Many Kinds of Disbursements, So Little Time: Flexibilities and Limitations in Administering Title IV Disbursements
-- Download the Webinar Recording --
-- Download the Webinar Handout --


Tuesday September 11, 2018 - Is This Financial Aid Night A Bad Dream?
-- Download the Webinar Recording --
-- Download the Webinar Handout --


Wednesday June 20, 2018 - Membership Update: Adding an Institutional Membership Option
-- Download the Webinar Recording --
-- Download the Webinar Handout --


Tuesday April 17, 2018 - Understanding Reauthorization of the Higher Education Act:
A Primer on Process and Policy
-- Download the Webinar Recording --
-- Download the Webinar Handout --


Tuesday March 20, 2018 - Newsflash: Current Events of Financial Aid in Higher Education
-- Download the Webinar Recording --
-- Download the Webinar Handout --


Tuesday March 6, 2018 - Discomfort Zone: Getting Comfortable with Interrupting Unconscious Bias
-- Download the Webinar Recording --
-- Download the Webinar Handout --


Tuesday February 27, 2018 - Strategic Planning in Enrollment Management
-- Download the Webinar Recording --
-- Download the Webinar Handout --


Tuesday February 20, 2018 - Credit Education with Experian
-- Download the Webinar Recording --
-- Download the Webinar Handout --


Tuesday February 6, 2018 - Following Financial Aid Through Enrollment Management
-- Download the Webinar Recording --
-- Download the Webinar Handout --


Tuesday January 16, 2018 - Navigating a Department of Education Program Review:
How to Prepare and How to Survive
-- Download the Webinar Recording --
-- Download the Webinar Handout --







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