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Training and Workshops

EASFAA State Wide Training



EASFAA Tuesday@2 Training Series

  • October 17 - Positioning Yourself on Campus - How to become the one "they" consult with instead of the one "they" inform.
  • October 24 - Department of Education Webinar – FAFSA, IRS DRT and Additional Pell
  • November 7 - Job Search Preparation: Resume, Cover Letter, and Fit

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

TBD

Massachusetts

 

 

TBD

Tristate

 

 

TBD

New Jersey

 

 

TBD

Connecticut

 

 

TBD

New Hampshire

 

 

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.


EASFAA Webinar – October 17, 2017

Positioning Yourself on Campus - How to become the one "they" consult with instead of the one "they" inform.

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Presenter: Sara Beth Holman, Director of Financial Aid, Lawrence University

Description
Building relationships with key colleagues on campus is critical in ensuring that your voice is heard before things happen . . . rather than being the person who has to figure out how to adapt after they have happened. This session will highlight how your actions can help make the connections that will move you to the next level. With some humor and eye-rolling thrown in, learn how to demonstrate strong leadership, build a solid team, and be recognized as the person who "plays well with others."

Speaker Bio
Sara Beth Holman joined the financial aid office at Lawrence University in Appleton, WI in 2000, first as an associate director and then being named the director in 2003. Sara Beth has been active in a variety of positions in state, regional, and national organizations, including serving as  President of the Wisconsin Association of Student Financial Aid Administrators and later as President of the Midwest Association of Student Financial Aid Administrators. At the national level, Sara Beth served on the NASFAA Board of Directors, and is currently on the editorial board of the Journal of Student Financial Aid and NASFAA's editorial board. She was an editor and contributing author to NASFAA’s book, "You’re the Director:  A Guide to Leadership in Student Financial Aid" and an editor of "Pathways to Enrollment Management."  In addition to her involvement in professional financial aid associations, Sara Beth has served on the NCAA Division III Financial Aid Committee and the Division III Interpretations and Legislation Committee.  Sara Beth is currently a Midwest Regional Council Representative for the College Board.


Department of Education Webinar – October 24, 2017

FAFSA, IRS DRT and Additional Pell

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Presenter: Zack Goodwin, Department of Education

Description
This webinar, presented by Zack Goodwin from the Department of Education, will provide timely information on the 2018/19 FAFSA, IRS Data Retrieval and Additional Pell.

The 2018/2019 FAFSA is out and this webinar will discuss the changes to this year’s application. The IRS DRT is back, with encryption on the FAFSA. Learn what this means for financial aid administrators. The new regulations on Additional Pell, or Year Round Pell, will be discussed at length to allow schools to start to think about how to implement this for spring. This webinar may be subject to change.

Speaker Bio
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 – November 7, 2017

Job Search Preparation: Resume, Cover Letter, and Fit

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Presenter: Ellen Heffernan, President, Spelman Johnson Group

Description
There are many aspects to the job search process, including determining fit with the position and the institution, however a strong resume and compelling cover letter remain the cornerstone of the search process. This webinar will cover how to think about institutional fit and will do a deep dive into constructing and presenting a well-developed resume and cover letter and will address common misconceptions about how and what information should be included on your resume and why a targeted cover letter is important.

Speaker Bio
Ellen Heffernan serves as president of Spelman Johnson in Easthampton, Massachusetts, a leadership search firm exclusively dedicated to serving institutions of higher education. In addition to overseeing the firm and the firm’s presidential search practice, Ellen speaks nationally on issues of leadership and diversity in higher education.

She joined Spelman Johnson Group in 1996, after a ten year career in higher education that included positions at Smith College and the University of Massachusetts at Amherst. She serves as faculty for several national higher education association professional development programs and currently serves on the executive board of the National Association of Executive Recruiters.

 



Past Webinars | View Webinar Archives

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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