Training and Workshops

Two Paths, One Goal: Perspectives on Preferred and Historical Lender Lists

Tue, Feb 17, 2026 02:00 PM

With new limitations to federal loan borrowing, many schools are revisiting their relationships with private lenders and considering whether a preferred or historical lender list better helps them meet their student service goals. Join us for an overview of regulatory obligations for both approaches, followed by an expert panel discussion featuring schools that have implemented each model. Panelists will share insight into their decision-making processes, implementation and maintenance strategies, and lessons learned.

Speakers:

• Colin Kelly, Director of Loans & Operations, Northeastern University
• Rob Loconto, Assistant Vice-President of Financial Aid, Curry College
• Andrea Cipolla, Director of Financial Aid & Scholarships, University of Maryland Baltimore County

Register 

NASFAA Credential Training provided by EASFAA
Satisfactory Academic Progress

Friday, March 13th | 9:00 a.m-12:00 p.m. | University of Vermont

Instructed by Tanner Matchus, FAAC®, Associate Director of Financial Aid, Community College of Vermont

Learning Objectives

After completing this lesson, you will:

• Understand foundational concepts of satisfactory academic progress; and
• Learn about satisfactory academic progress consumer information requirements

Key Concepts

• Quantitative component; maximum timeframe; qualitative component; consumer information requirements.

Deadline to register is March 4^th. 

Register 

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

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