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.
The Building Blocks of Financial Literacy Programming – Part 1
Tuesday April 22, 2025 @ 2 PM EST Webinar
Join us for Part 1 of the Financial Literacy Building Blocks series, where we lay the foundation for creating holistic financial wellness education programming. Whether you are new to financial literacy programming, or looking to improve your financial literacy efforts, this session will equip you with the essentials. Learn how SUNY College of Technology at Alfred State is implementing financial wellness education on their campus. We will also explore why financial literacy education matters, the importance of becoming a certified instructor and how to prepare for Part 2 of this series which will be held in person at the 2025 EASFAA conference.
Speakers:
Keri Edsall, MBA, CFEI, Loan Officer & Online Financial Aid Counselor, Alfred State University
Keri is a passionate advocate for student success, with nine years of professional experience in college finance advising, student support, and financial wellness programming. Her journey in financial aid began in 2012 as a student worker at Mansfield University of Pennsylvania, where she earned her bachelor's degree in public relations. Since 2016, she has held many roles at Alfred State College—including loan officer and financial aid advisor—while earning her MBA in management from Empire State University. Recently, Keri earned the Certified Financial Education Instructor℠ designation through the National Financial Educators Council®, further fueling her mission to provide comprehensive, student-centered financial wellness education.
Dr. Melissa Vargas, Director of Financial Aid, Mount Sinai Philips School of Nursing
Holding a Doctor of Education degree, Dr. Vargas brings over 15 years of experience in financial aid. As an advocate for students, she takes pride in her practical expertise, guiding students and institutions through the complexities of higher education funding. Regularly sharing her knowledge at conferences and trainings for EASFAA, NYSFAAA, and NJASFAA, Dr. Vargas believes that knowledge sharing is the best way to build stronger teams, support personal and professional growth, and enhance organizational learning.
NASFAA CFAA Training Course (in-person, max capacity: 25)
This training has reached capacity. A waitlist has been started. If space(s) become available the presenter will reach out in advance.
Tuesday, May 6, 2025 @ 9 am - 4 pm EST (lunch provided)
Location: Fox Tower @ Foxwoods Resort, 240 Fox Tower Drive, Mashantucket, CT
Description: This fast-paced CFAA Training workshop will cover everything you need to prepare for the Certified Financial Aid Administrator (CFAA) exam leading to FAAC certification from NASFAA. The workshop will cover a complete overview of the exam, a review of the 12 key knowledge areas, a practice test, and the opportunity to take the exam at no cost.
EASFAA and NASFAA members eligible for the FAAC exam: Check your eligibility HERE. While located at the conference location, no conference registration is required, and this training is completely free!
Presenters:
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
Verification Credential and Packaging and Award Notification Credential
EASFAA membership is required.
University of Vermont, 85 South Prospect St. 338 Waterman Building, Memorial Lounge
Tuesday April 22, 2025 @ 9 am - 4 pm
Morning: Verification Credential
Afternoon: Packaging and Award Notification
Instructed by:
Tanner Matchus, Associate Director of Financial Aid, Community College of Vermont
Matt DeSorgher, Senior Associate Director of Customer Service, Univ. of Vermont
Lunch on your own
Verification
Verification is the process used by the institution to check the accuracy of the information the student and, in the case of a dependent student, the student’s parents, provided when applying for Title IV federal student aid via the Free Application for Federal Student Aid (FAFSA). Information is verified by obtaining documentation such as tax returns/transcripts, identification cards, signed statements/worksheets, etc. attesting to the accuracy of the information. Verification ensures the accuracy of data used to establish eligibility for need-based federal student aid. This training will explain the various aspects of verification, the data elements to be verified, and the documents required to complete the process.
Packaging and Award Notification
Financial aid packaging involves employing strategies to distribute limited financial aid resources to qualified students to attend the postsecondary school of their choice. The packaging process combines various types of Title IV and non-Title IV aid from federal, state, institutional, and private entities, to help meet the financial need of college students. Rules for packaging some Title IV aid programs are different from the rules for packaging non-Title IV aid.
Register for one or both sessions.
Consumer Information
EASFAA membership is required.
Foxwoods Resort (Fox Tower), Mashuntucket, CT
Tuesday May 6, 2025 @ 12:00 pm - 4:00 pm (This event is hosted at the conference location, but conference registration is not required. Attendence at other conference related events requires appropriate registration.)
Instructed by:
Erica Lewis, Associate Director, Boston College
This sesssion consumer will cover information requirements, including required disclosures of institutional information, financial assistance information, campus and fire safety, completion and transfer-out rates, and athletics.
Click the link below to browse through recordings and slides from past events.
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