Training Events

Emerging Leaders Academy 2026

CASFAA Emerging Leaders Academy (ELA) 2026

You are invited to join CASFAA’s Emerging Leaders Academy (ELA), a premier professional development program designed to prepare the next generation of financial aid leaders across California. The 2026 Academy will be held August 3–7, 2026, at the University of San Diego.

ELA 2026 comes at a pivotal time for the financial aid profession. With the implementation of the 2026–27 FAFSA and significant federal policy changes resulting from the One Big Beautiful Bill Act (OBBBA), financial aid administrators must be prepared to navigate an increasingly complex regulatory and operational environment. This program is designed to equip emerging leaders with the knowledge, skills, and perspective needed to lead effectively through this period of transformation.

The Emerging Leaders Academy provides a comprehensive training experience for early-career and aspiring leaders within financial aid offices. The curriculum integrates knowledge of federal and state policies with leadership development and practical application. It encompasses a broad range of essential skills and knowledge areas necessary for success in these roles.

 

Program Overview

Topics include:

  • Federal Financial Aid Administration: Administrative capability, audits, program reviews, and FISAP reporting

  • Policy in Practice: Implementation of FAFSA changes and OBBBA-related updates

  • California State Landscape: State aid programs, budget considerations, and legislative environment

  • Leadership Development: Communication, conflict management, and leading through change

  • Professional Effectiveness: Time management, career development, and workplace dynamics

Learning Experience

ELA 2026 emphasizes an interactive and applied learning model to ensure participants can translate knowledge into practice.

  • NASFAA U Modules: Participants will complete select NASFAA U coursework aligned with current policy changes

  • Experiential Learning: Sessions include presentations, case studies, exercises, and facilitated discussions

  • Expert Instructors: Content is delivered by experienced practitioners and subject matter experts from across the field

  • Peer Collaboration: Participants will engage in networking and collaborative problem-solving with colleagues statewide

  • Practical Application: Focus on real-world scenarios, including communication strategies, compliance challenges, and leadership decision-making

Professional & Personal Development

ELA takes a holistic approach to leadership development by supporting both professional growth and personal effectiveness.

  • Build self-awareness and leadership identity

  • Strengthen communication and relationship-building skills

  • Develop strategies for managing conflict and organizational change

  • Navigate workplace dynamics, including cross-functional collaboration and generational differences

  • Establish goals that support long-term career advancement and work-life harmony

Who Should Attend

ELA 2026 is designed for:

  • Financial aid professionals with approximately 1–7 years of experience

  • Staff preparing for or recently entering supervisory, compliance, or leadership roles

  • Professionals across CCC, CSU, UC, independent, and proprietary institutions

Overall, this program is designed to empower participants with the tools and knowledge needed to excel as leaders in the dynamic environment of higher education, particularly within financial aid departments.

Get Involved

As we prepare for the 2026 Academy, CASFAA invites you to share your interest and help shape the program’s content.

Complete the Interest Survey: Apply Now

Cost, including lodging, meals, and training for residential students:

  • $950 -CASFAA members
  • $1,050 - non-members

Cost, including meals and training for commuter students:

  • $650 - CASFAA members
  • $750 - non-members
 
Below are some Recorded Trainings:
California Ban on Scholarship Displacement   June 27, 2023
Presented by members of the CASFAA State Issues Committee, NorCal Promise Coalition, Santa Clara University and uAspire
Presented by David Levy
Handouts:  
Student Loan Update  May 4, 2023
Presented by Mark Kantrowitz
Handout: 
Decoding the ISIR   April 25, 2023
Presented by CASFAA Training - Shawn Domingo, Anafe Robinson, Bronwyn Garrison
Handout:
Funding for Graduate School   April 27, 2023
Presented by Mark Kantrowitz
Handout:
 

Industry Trainings

CASFAA is pleased to promote and share the online training opportunities for financial aid administrators provided by our industry partners and associations during the month.  Topics range from financial aid basics, compliance and best practices, to helping students manage debt and repayment, to professional development and personal improvement. A number of the sessions can be of value to both financial aid administrators, high school counselors as well as a few that may be shareable with your students.  You will also see a few business solutions sessions that may be of interest.

 

Financial Aid Online Training Opportunities May 2026.pdf

 

Spotlight Training

Special Free Annual Spring Tax Training Webinar from Iron Bridge Resources
The Iron Bridge Resources Annual Spring Webinar: A Look forward to the 2025 Tax Returns and Tax Code, and a Look Back at This Year’s Most Challenging Training Topics
Presenter:  Robert Weinerman, Iron Bridge Resources
The webinar will begin with a look at the 2025 tax year (the base year for 2027-2028). There have been some changes to 2025’s Form 1040 that financial aid administrators will want to understand before they begin collecting 2025 tax returns – especially if they will be used as documentation for income adjustment professional judgments during the 2026-2027 academic year. And Robert will look at the new tax exemptions created by the OBBBA and implemented in 2025 (the deductions for tip income, overtime, car loan interest, and taxpayers over 65), with a focus on how these new deductions may change financial aid outcomes.
Next, Robert will look at the changes the Department made to the draft 2027-2028 FAFSA, and what we may be able to glean about changes coming for the 2027-2028 aid year from these changes.
Finally, Robert will look at some of the topics that came up most frequently in his tax trainings this fall, to address, or readdress, areas of confusion of disagreement.
  • Wednesday, April 29, 2026 from 2:00 PM to 4:00 PM Eastern Time
  • Thursday, April 30, 2026 from 4:00 PM to 6:00 PM
  • Tuesday, May 5, 2026 from 11:00 AM to 1:00 PM Eastern Time
  • Thursday, May 7, 2026 from 4:00 PM to 6:00 PM Eastern Time
  • Wednesday, May 13, 2026 from 1:00 PM to 3:00 PM Eastern Time.
Registration https://us06web.zoom.us/webinar/register/8817736870162/WN_-fOnzrdHRe6YXpCJc_gqXw. Since each webinar will cover the same content, so we ask that each person who wants to participate register for only one instance.
Questions or trouble registering:  Please reach out to Robert Weinerman ([email protected]) directly for help.
We will be recording the webinars. However, the recordings will be available only for a limited time and only to people who registered for the live webinars.

 

CASFAA Podcasts

CASFAA has recorded some interesting Podcasts about CASFAA, training and events.  See the link below:

Podcast