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.
How Your Money Personality Shapes Borrowing and Decision-Making
December 10, 2024 @ 2:00 PM EST
Discover the powerful influence of emotions on financial behavior in this engaging and interactive session. We will explore different money personalities and how they impact student borrowing decisions. We will also explore the emotional side of borrowing and learn how to help your students balance emotional impulses with rational thinking to make better financial choices. The presenter will use anonymous polling to engage the audience. There will be time for questions and discussion.
Presenter Bio: Anthony M. Sozzo (Tony) is the Associate Dean for Student Affairs and Director of Student Financial Planning, and Student Activities at New York Medical College. A leader in financial planning for medical students, he developed the "Monetary Decisions for Medical Doctors" (MD)² program, the foundation for the AAMC First for Medical Education initiative. Tony created and manages the MEDAID-L, a listserv supporting over five hundred health professions financial aid administrators. His accolades include NASFAA’s National Meritorious Award (2019), three Mentor Awards, and the AMWA Gender Equity Award (1998). Recognized often by students, he has multiple yearbook dedications and Medical Student Senate Service Citations. Served as NASFAA’s GPIC chair twice and COSFA chair. He holds degrees from Iona University (BA, MS) and Columbia University Teachers College (MA).
Professional Judgement
This session is hosted by PRASFAA and open to all. EASFAA membership would be required in order to take the credential exam.
Date: Wednesday, December 11
Time: 9:00 a.m. – 12:00 p.m.
Location: Hilton Ponce Golf & Casino Resort, Ponce, PR
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
Satisfactory Academic Progress
This session is hosted by CAPFAA and is open to all. EASFAA membership would be required in order to take the credential exam.
Date: Sunday, December 8
Time: 1:00 p.m. – 5:00 p.m.
Location: Water's Edge Resort - Westbrook, CT
Understand foundational concepts of satisfactory academic progress and learn about satisfactory academic progress consumer information requirements.
The key concepts you will learn in this lesson:
- Satisfactory academic progress
- Same as or stricter than
- Quantitative component
- Maximum timeframe
- Qualitative component
- Consumer information requirements
Click the link below to browse through recordings and slides from past events.
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