Training and Workshops

OB3 and Me: Rethinking Financial Aid Counseling Through a Financial Wellness Lens

Tue, January 13, 2026 @ 2:00 pm EST

Join us for a special 90-minute Tuesday@2! This session will explore how to rethink our financial aid counseling playbook to better support students navigating the new student loan landscape under OB3. We will discuss evolving counseling strategies, ways to intentionally embed financial wellness concepts at key student touchpoints, and a review of essential private loan terms that both students (and staff) need to understand. These shifts will be critical to promoting student financial success and will have meaningful implications for enrollment and retention.

Presenters
Tony Sozzo Associate Dean and Director of Student Financial Planning at New York Medical College
Ashley Ruszczyk Associate Director of Student Financial Planning at New York Medical College

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CFAA Training

When: Monday, February 2, 2026, 9:00 am - 5:00 pm
Where: Southern NH University - Manchester, NH

This intensive, fast-paced CFAA Training Workshop will run for approximately 7 hours in a condensed format, covering everything you need to prepare for the Certified Financial Aid Administrator (CFAA) Program knowledge exam leading to FAAC certification. The training will cover a complete overview of the exam, a dive into the 12 knowledge areas, and a practice test. You'll also have the opportunity to take the exam at no cost. 

There will be a break for a 1 hour provided lunch.

Presenters
Anne McDermott: AVP of Enrollment Management / Chief Financial Aid Officer at Salve Regina University
Alex Guiral: Associate Vice President of Financial Aid at Berkeley College

This training is capped at 25 on a first-come, first-serve basis.

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Verification

Instructed by Megan Hanson, Southern New Hampshire University

Learning Objectives:

• Verification of FAFSA Data
• Selection
• Tracking Groups
• Documentation Requirements
• Corrections, Updates, and Adjustments
• Disbursements and Deadlines
• Policies and Procedures

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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.