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updated 10.14.14



2014 Fall Training
Need Analysis


WASFAA is partnering once again with NASFAA to offer top-quality training and resources on topics of importance and relevance to our association's membership. Developed by the NASFAA Training and Professional Development Committee, and presented by WASFAA Training Committee volunteers who are seasoned financial aid professionals, this fall's training workshops will provide a comprehensive training and discussion on Need Analysis.

Participants will:

  • Review the key components of the determination of financial need;
  • Examine how student and parent contributions are calculated using Federal Methodology, including the effect of changes to key data elements;
  • Gain a hands-on working knowledge of the Need Analysis process to be able to fully explain to students how their need was calculated and to handle professional judgment cases;
  • Explore the effect of changes to the Defense of Marriage Act (DOMA) and recent U.S. Department of Education guidance that have a direct impact on a family's level of need; and
  • Exchange resources and best practices with colleagues.

This is the perfect opportunity to roll up your sleeves, pull out your calculator, and dive into the nuts and bolts of EFC calculations and the determination of financial need. Whether you're new to financial aid, or you simply want to know more about where those mysterious EFCs come from, this workshop will help you to help your students and their families understand their eligibility for financial aid with even greater confidence.

Join us for a workshop held on the campus of various colleges and universities throughout the western region during October and November. Specific dates and locations:

10/22 Alaska, Alaska Pacific University (Anchorage)

10/24 Arizona, University of Advancing Computer Technology (Tempe)

10/29 Idaho, Boise State University (Boise)

11/1 California, CASFAA Preconference Workshop (Anaheim)**

11/13 Washington, Seattle Pacific University (Seattle)

11/14 California, Cerritos Community College (Norwalk)

11/14 Oregon, Chemeketa Community College (Salem)

11/18 California, Golden Gate University (San Francisco)

11/19 Nevada, Truckee Meadows Community College (Reno)

11/21 Pacific Islands, Honolulu Community College (Honolulu)

** By special arrangement, registrants for the full CASFAA Annual Conference may attend at no additional cost; one-day registrants and those not attending the CASFAA Annual Conference are welcome to attend at the standard registration rates. In all cases, separate registration through WASFAA is required (click on the link at the top of the page).

With the exception of the CASFAA Preconference workshop, each workshop will begin at 9:00 am and conclude by 3:00 pm. The workshop schedule will allow for a one-hour break for lunch on your own.

One set of training materials will be provided when checking in at the workshop site, to each person who registers at least one day in advance.

For those who are unable to attend a workshop, the same material will be delivered in a series of live, instructor-led webcasts during December. Specific dates and times will be announced soon. Registration will be handled separately. These webcasts will be recorded and made accessible to paid registrants for approximately 6 months.

Registration Fees
With training and development as a key component of our mission, WASFAA subsidizes the cost of developing and delivering training. Registration fees alone do not cover the total cost of printing, preparing for, and hosting, live workshops throughout the region.

The registration fee is $55 for WASFAA members or $105 for non-members. The member or non-member price will be charged based on the current membership status of the person who registers for this workshop. Each registrant will receive communications related to the training via email.

Be sure to register early... and encourage a teammate or co-worker to join you!

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