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Search
Member Login
  • Home
  • About Us
    • About CASFAA
    • CASFAA History
    • CASFAA Job Descriptions
    • Membership FAQs
    • In Memory
  • Training
    • Industry Webinars
    • CASFAA Webinars
    • Emerging Leaders Academy
  • Resources
    • Financial Aid Administrators
    • FAFSA Simplification
    • Segmental Resources Page
    • California State Resources
    • Verification
    • Professional Judgement
    • Veteran and Military
    • Foster Youth
    • Financial Literacy and Wellness
    • Legislation
    • High School Counselor Resources
    • Member Generated Content
  • Leadership
    • Executive Council
    • Leadership Actions
    • EC Meeting Agendas, Minutes & Reports
    • Leadership Archive
  • CASFAA Chronicle
    • Recent Issues
    • Newsletter Archive
  • Sponsorships
    • Sponsorship Options
    • Non-Conference & General Donation Form
Training Events

You are invited to join this exciting new training program! CASFAA is planning to launch the inaugural CASFAA Emerging Leaders Academy (ELA) in Summer 2025. The purpose of this academy is to provide a comprehensive training program for emerging financial aid leaders in California institutions of higher learning. The topics covered will range from federal issues, including administrative capability responsibilities, audits, FISAP reporting, and program reviews; state issues unique to California schools, including the differences between higher education segments, California state aid programs, state budget, and legislative realities, and navigating through the state and federal regulatory maze. Participants will learn how to develop positive communication skills, manage conflict effectively, and lead through change.

This program is incredibly comprehensive and valuable for emerging leaders in higher education, especially within financial aid departments. It encompasses a broad range of essential skills and knowledge areas necessary for success in these roles. Let's break down some key points:

  1. Content Overview: The program covers various aspects of soft skills, leadership, time management, communication, career development, work-life harmony, conflict resolution, and relationship building.
  2. NASFAA U Modules: The inclusion of two NASFAA U modules adds significant value, as these are recognized credentials in the field of financial aid administration.
  3. Experiential Learning: By incorporating presentations, exercises, readings, and discussions, participants will actively engage with the material, thereby enhancing their learning experience.
  4. Trainer Expertise: Drawing from a pool of skilled trainers and guest speakers ensures a diverse range of perspectives and depth of experience, enriching the learning environment.
  5. Practical Application: Participants will not only learn theoretical concepts but also how to apply them in real-world scenarios, such as professional communication, networking, and conflict resolution.
  6. Personal Development: The emphasis on self-awareness, goal setting, and work-life harmony reflects a holistic approach to professional development, focusing on both career advancement and personal well-being.
  7. Workplace Dynamics: Addressing topics like generational differences, conflict resolution, and relationship building equips participants with the skills to navigate complex workplace dynamics effectively.

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.

Registration: Register 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
https://us06web.zoom.us/rec/share/7Po4apGuLlz2-DZ6Be1p9SuEz4aYi4FN8e2VkqI3Tr5IGdbYMN3gpozNmXCJiNRP.H7HRoxEMkGhQqIT_ 
Passcode: z.+7JC5p

Secrets to Winning Scholarships  May 24, 2023
Presented by David Levy
https://us06web.zoom.us/rec/share/UH24UrRHT8iRjFWdqqHhL6ZYGA6Uxp-iV27s3JDMcrP9R_wMpzK3SmiQ3yUhoylO.9kNJitMzy4l4OrnC 
Passcode: 4YU3#R&3
Handouts:  
  • Practical Tips for Dealing with Scholarship Displacement
  • Scholarships 101 pdf of presentation
Student Loan Update  May 4, 2023
Presented by Mark Kantrowitz
https://us06web.zoom.us/rec/share/FRNYEoqJ5KM2EDwSKpMQXEE7E8rwC15El_0-hyEqG4VEUsJjqnlbBX5Cg6oVILSm.clWy2t_lDekN8nd2 
Passcode: ukjb6#95
Handout: 
  • Student Loan Update pdf
Decoding the ISIR   April 25, 2023
Presented by CASFAA Training - Shawn Domingo, Anafe Robinson, Bronwyn Garrison
https://us06web.zoom.us/rec/share/L_7Yklu3Lymdrh_k2jFPTST0uxZmg_i6DpB8g-g2eQp3PEpQN1T_On4hKfRAZSDi.MwkKtlnroZNZN1tg 
Passcode: Q!d=r1&Z
Handout:
  • Decoding the ISIR pdf
Funding for Graduate School   April 27, 2023
Presented by Mark Kantrowitz
Handout:
  • Funding for Graduate School
 

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 February 2026.pdf

 

2026 Tax Training for Professionals - Register now!

This year's January in-person tax trainings with Robert Weinerman were a great success, with over 200 people attending and a lot of information shared. Robert introduced a discussion of conflicting information that was both new and controversial, with Robert suggesting that some situations that are commonly considered conflicting information might not be, and others that he believes should always be reviewed but almost never are. Wherever participants fell on the scale of full agreement with Robert to full disagreement, this new section of the discussion was an eye-opener and thought provoking for everyone - including Robert. 

CASFAA is excited to announce the three-part webinar series on February 17th, 19th, and 27th will cover the same content that was covered in the in-person trainings, including this new section about conflicting information. In addition to the usual topics - a comprehensive overview of V1 verification, who is required to file a tax return, filing status, and a tour of the Form 1040 and supporting schedules, Robert has added not only this new discussion of conflicting information, but also a review of how to address verification when a contributor to the FAFSA is not a resident of the United States (including the territories). Registration coming soon!


 

CASFAA Podcasts

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

Podcast 

 
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