In-Person NASFAA U Credential Training

In-Person NASFAA U Credential Training

WASFAA Training Committee is offering a full day in-person training which includes the Student Eligibility NASFAA U Credential paired with interactive supplemental material about financial aid advocacy, customer service, diversity, equity and inclusion, policy and procedures and how to perform financial aid research.  The cost will be $55.00 per WASFAA member or $105.00 for non-members. 

If you would like to host an in-person session at your institution or if you would like to invite the training committee to do a pre-conference session, please reach out to  

Register TODAY!

10/20/2022 8:30-4:30 PST      Mesa Community College, Mesa, AZ
10/26/2022 9-1 PST                WFAA Conference, Richland, WA (1/2 Day, NASFAA U Credential Only)
10/28/2022 8:30-4:30 PST      Coconino Community College, Flagstaff, AZ
11/2/2022  1-5 PST                 NAFAA Conference, Reno, NV (1/2 Day, NASFAA U Credential Only)
11/2/2022  8:30-4:305 PST     Chemeketa Community College, Salem, OR
11/3/2022  8:30-4:30 PST       Ohlone College, Freemont, CA
11/10/2022 8:30-4:30 PST      North Idaho College, Coeur d'Alene, ID
11/15/2022 8:30-4:30 PST      Charter College, Reno, NV
12/2/2022  8:30-4:30 PST       Boise State University, Boise, ID 
12/6/2022 8:30-4:30 PST        LA Pierce College, Los Angeles, CA
12/8/2022 8:30-4:30 PST       College of Southern Nevada, Las Vegas, NV

Virtual Fall Training Series

WASFAA is excited to announce our 2022 Fall Webinar Training Series! Join us for a variety of virtual learning experiences covering a range of topics including professional judgment, RT24, fraud and so much more. The best news? We have created a pricing model that is super budget friendly and gives you the opportunity to invite anyone on your institutional roster.  For $45 you and your team get access to each of the multiple sessions available this fall (non-member fees are available).

Click here to learn more and register.

Please note: If you are a part of an institutional membership package with WASFAA, only 1 member from your institution should pay the $45 because after you pay for the one registration, you will receive the discount code to share with anyone who is on your institutional roster. If you have an individual membership, you will pay $45 and receive the discount code to register for any other sessions you wish to attend.   The discount code will not work for anyone who is not a part of the institutional roster or is an individual member of WASFAA. 


We look forward to "seeing" you this fall!  

The WASFAA Training Committee is happy to present the 2022 virtual fall training series. 

We are proud to bring back the budget-friendly pricing structure from last year. If you are a WASFAA member you pay
$45.00 and you can attend any or all of the sessions listed below.  As an additional benefit, institutional WASFAA
members will pay $45.00 and anyone on the institutional roster can attend any or all of the sessions listed below.

Once you register for the first session, you will be provided a discount code that will waive the fees for
any of the other sessions you or wish to attend. 

We have an option for non-WASFAA members to pay $95.00 for each session.

#1 Improving Your Emotional Intelligence Skills for Leaders

Virtual Session

Wednesday, September 28, 2022

1:00 - 2:30 PM PDT


A fiercely competitive higher ed enrollment environment is compelling enrollment professionals to evolve their traditional advisory skill sets. Emotional intelligence is one example that has become increasingly critical to impactful student engagement. Fortunately, research shows that you can develop it throughout your lifetime.

This session explores its application to the team building process and the benefits for enrollment staff and leadership. You will leave with a solid understanding of the characteristics of emotionally intelligent leaders, along with practical techniques for building a team of emotionally intelligent student services professionals.

Session Presenter: DeVon Hunt, Private Consultant in Higher Education


#2 Financial Aid Resources: Where They Are and How to Use Them

Virtual Session

Thursday, September 29, 2022

1:00 - 2:30 PM PDT

WASFAA is here to help you learn to navigate the financial aid system to do research and find resources.  There are so many places where information lives: DCL, EA, FSA Handbook, FSA Partner Connect just to name a few.  Come to this session to learn more effective ways to research your financial aid questions. 

Session Presenters: Shawn Domingo and Shantell Lea


#3 Build Your Advocacy Pipeline and Financial Aid Network

Virtual Session

Tuesday, October 4, 2022

11:00 AM - 12:30 PM PDT

Have you wanted to get more involved with state or federal initiatives, advocate to remove student barriers, and ensure students have a fair chance to succeed in college and thereafter?  Do you need some help building your financial aid network?  We are so closely connected to this work as financial aid administrators and the more of us that speak up and reach out gets us that much closer to a better reality.  Join us and learn how to get your voice heard!

Session Presenters: Amanda Cornelius and Christina Tangalakis


#4 Let's Talk About Professional Judgment

Virtual Session

Wednesday, October 5, 2022

10:00 - 11:30 AM PDT

A discussion of the professional judgment processes and incorporating updated guidance from ED, and best practices/tools/solutions/suggestions. We plan to offer you an overview of professional judgment and provide case scenarios that will help you apply what you have learned.

Session Presenter: Aurie Clifford and David George


#5 Create Affirming and Positive Spaces for LGBTQ+ Folx: LGBTQ 101
Due to the high amount of interaction in this session, registration has been limited to 40 total. If you register and cannot attend, please cancel your registration as there will be a waitlist for others to be added.  Thank you!

Virtual Session

Tuesday, October 11, 2022

9:00 - 10:30 AM PDT

Learn how to create affirming and positive spaces for LGBTQ+ folx. Topics include: gender identity, gender expression, pronoun usage and best practices for community members, families, and decision makers. By the end of this session participants will be able to define and identify the differences between gender identity, gender expression and sexual orientation. Participants will become more knowledgeable about terminology related to LGBTQ+ identities. They will leave with new strategies and best practices regarding pronoun usage and how to ensure services and spaces are inclusive and affirming to LGBTQ+ people.

Session Presenter: Danielle Fowler, Lighthouse Project in partnership with the Southern Arizona Aids Foundation


#6 OIG Session - Fraud: What Can You Do?

Virtual Session

Wednesday, October 19, 2022

1:00 - 2:30 PM PDT

Fraud, what can you do to help prevent it?  Agent White will take us through some cases of fraud that have occurred and gives participants some takeaways that have worked for institutions to identify fraud. You will hear information about what the process looks like after fraud is reported while being able to ask questions and share examples with participants.  We look forward to seeing you there!

Presenter:  Damien White, Resident Agent in Charge, 

U.S Department of Education, Office of Inspector General


#7 IDEEA’s Discussion of Implicit Bias: Impact Over Intent

Virtual Session

Wednesday, October 26, 2022

1:00 - 2:30 PM PDT

As financial aid administrators, one of our primary responsibilities is to ensure that limited resources are equitably distributed to the students who need them the most.  A pervasive barrier to achieving our mission is implicit bias – the unconscious assumptions, stereotypes, beliefs, and preferences that are not only part of the normal human condition, but also ingrained into the systems and processes set up to assist the very students disadvantaged by the bias in the first place.  How can we break this cycle?  If we first become aware of these predispositions in ourselves, we can then begin the process of rooting out bias in the services we provide.

This session will provide an opportunity to explore personal awareness, individual development, forms and communications.  Participants will also have a chance to share ideas and best practices with others from the region and develop a personal action plan to mitigate implicit biases in themselves and in the areas where they have influence.  Wherever you work in the aid office, there are things you can do to make positive changes for the students you serve. We invite you to learn and share with others who sit where you do.

Session Presenters: Eva Batista-Wietecha,  David George, Greg Kerr, Edgar Martinez


#8 Launching Financial Literacy on Campus

Virtual Session

Tuesday, November 1, 2022

1:00 - 2:30 PM PST

Description: Are you ready to launch a financial wellness or literacy program on your campus? Interested in the topic but not sure what steps to take to get started? Join the WASFAA training committee for a discussion on the five simple steps you can take to start, maintain and grow a financial literacy program on your campus. Hear from WASFAA community members on successful community collaborations, campus wide initiatives and even how statewide bills are influencing financial literacy on their campuses. 

Session Presenters: Greg Kerr and Molly Walsh


#9 2nd Chance Pell: It’s Not Just a Financial Aid Thing

Virtual Session

Tuesday, November 8, 2022

11:00 AM -12:30 PM PST

It is no longer experimental and it's coming your way!  With the regulations approaching allowing for institutions to provide the Pell Grant to incarcerated individuals through prison education programs, we all need to prepare.  How best can you do that?  Come and learn from some schools in various stages of rollout to learn how to avoid pitfalls and run a successful implementation.

Session Presenters: John Bender, Karla Gonzalez, Melissa Stoddart and Ryan West


#10 Teamwork Makes the Dream Work: Cross-Unit Collaboration & Communication

Virtual Session

Wednesday, November 9, 2022

11:00 AM - 12:30 PM PST

Who doesn’t struggle with cross-departmental processes and communication?  Our session presenters are going to share their teamwork and how that improved student success! Let's discuss the importance of communicating and collaborating across different institutional units! 

Session Presenters: Katrina Highland and Debbie O'Dea


#11 R2T4 for Modules (pssst…we know you have them!)

Virtual Session

Wednesday, December 7, 2022

10:00 - 11:30 AM PST

Who doesn’t like learning about the R2T4 process in modules?  The new federal definition has really made us all take a second look at “late start classes” and other types of less than a full semester or payment period and realize: oh my, we do have modules!  Come join our session presenters in a discussion of how this all works!

Session Presenters: Ashley Munro and Anafe Robinson

Jerry R. Sims WASFAA Management & Leadership Institute

Join us for the Jerry R. Sims WASFAA Management & Leadership Institute on November 16-18 at the Renaissance Long Beach Hotel. With a quizzical theme of "Escape to New Heights," participants will train in sessions with WASFAA Executive Council leaders, and engage in small group discussions and activities facilitated by participants in the Rebekah Hoppel Salcedo Leadership Development Program.

Registration fee is $999, which includes the training, three nights' lodging at the hotel, and the meals listed below.  A commuter rate of $500 is available for those not staying at the hotel, which includes the training and the meals listed below. Travel and all other expenses are the responsibility of attendees. 

Topics: Identifying as a Leader, Imposter Syndrome Antidotes, Goal Setting Tools, DEI Topic, Empowerment Leadership, Importance of Rest, Resolving Performance Gaps, Networking Skills, Professional Engagement, Value of Mentorship, Reinventing You.

Weds 7:30 – 8:30 Breakfast
Weds 8:30 – 12:00 MLI in session
Weds 12:00 – 1:00 lunch 
Weds 1:00 – 5:00 MLI in session
Thurs 7:30 – 8:30 Breakfast 
Thurs 8:30 – 12:00 MLI in session
Thurs 12:00 – 1:00 lunch 
Thurs 1:00 – 5:00 MLI in session
Thurs 5:30 – 6:30 Reception with Executive Council
Fri 7:30 – 8:30 Breakfast 
Fri 8:30 – 12:00 MLI in session
Fri 12:00 Depart

Detailed Agenda

Questions? email

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