1. Training “New” Financial Aid Administrators
Presenters
Jane Kanipe, NCSEAA
Jamie Pendergrass, NC State
Mary Otto, Campbell University
Melody Lawrence, Southwestern Community College
Fall Conference November 6 - 8, 2017

2. Training “New” Financial Aid Administrators
Perspectives
NCSEAA
NC State (large campuses) – Jamie Pendergrass
Campbell University (medium campuses) – Mary Otto
Southwestern Community College (small campuses) – Melody Lawrence
Fall Conference November 6 - 8, 2017

3. Fall Conference November 6 - 8, 2017
Today’s Agenda
Overview
Training offered by NCSEAA
Training offered by Campuses
Training offered by NCASFAA
Round Table Discussion
Today’s Agenda includes an overview of training offered by SEAA, by campuses, by NCASFAA followed by discussion
Fall Conference November 6 - 8, 2017

4. Fall Conference November 6 - 8, 2017
Overview
Training can encompass many forms
Training offered by NCSEAA, NCASFAA, SASFAA, NASFAA and others is designed to enhance the training provided on individual campuses
Time and work constraints on most campuses limit training provided other than direct job training
Fall Conference November 6 - 8, 2017

5. NCSEAA New FAA Training
Goals of training
Introduce new staff to the financial aid profession
Provide resources and support
Complement training offered by others
Fall Conference November 6 - 8, 2017

6. Challenges for Training New FAAs
Providing cross training
Providing training in offices of any size when there is not enough time to review updates on daily or even weekly basis
May be short staffed
May not have up-to-date technology
Getting your message out to immediate supervisors and top campus administrators
Important to receiving needed resources for your office and students
Some challenges to think about as we discuss training…
How to provide cross-training in the most effective way?
Deciding what training to provide…how much overview vs how much actual hands on
Suggestions include:
Online training resources – IFAP - Coach
FSA Annual Conference –
NASFAA – Annual conference, credentials, webinars
NCASFAA Conferences, training for new FAAs, intermediate, webinars, mentoring
Vendors often offer free training
Institution’s Policies and Procedures Manual – not enough time to keep up-to-date while failure to do so is not acceptable either
Getting your message out of importance of financial aid to entire institution. Significant portion of the institution’s budget generated through financial aid office.
Helping key administrators understand that compliance with Federal and State regulations is institution-wide or campus-wide responsibility. Cannot be done by financial aid staff alone.
Fall Conference November 6 - 8, 2017

7. Training on Large Campuses
New staff spend 2-3 weeks with our training manager learning institutional policies/procedures and financial aid system
New staff are sent to SEAA New Aid training
Staff are encouraged to attend webinars they feel would be helpful. Office-wide attendance in some webinars of significant topics take place occasionally
Topics of importance are discussed at staff meetings from folks who attended a conference (NCASFAA, FSA, etc.)
Staff are encouraged to get NASFAA News and IFAP s
Fall Conference November 6 - 8, 2017

8. Training on Medium Size Campuses
1. Campbell University Policies and Procedures manual is given to all new employees before any training. 2. If support staff, training done internally. 3. NCASFAA Support staff training 4. New Financial Aid Administrators are sent to either CFI New FAO training or NCASFAA , depending on date the new employee starts. 5. Will participate in any and all Webinars offered by NCASFAA and NASFAA.
Fall Conference November 6 - 8, 2017

9. Training on Small Campuses
Support staff mostly internal; professional staff more supplemental outside training
Heavy focus initially on how FAFSA should be filed, and how to find answers to students’ questions
Use a lot of job shadowing and cross-training—goal to make sure at least 2 people know how to do everything
Try to retain and promote within
Fall Conference November 6 - 8, 2017

10. Training on Small Campuses
Favorite training web resources for new employees:
FSA Coach -
Completing the FAFSA –
Application & Verification Guide
Fall Conference November 6 - 8, 2017

11. NCASFAA Training Opportunities
New Aid Training at Fall Conference
Intermediate Aid Training at Spring Conference
Training webinars throughout the year
Support Staff Training
Mentoring
Fall Conference November 6 - 8, 2017

12. Fall Conference November 6 - 8, 2017
Training Resources
IFAP (Information for Financial Aid Professionals)
Includes FSA Annual Conference, FSA Handbooks, Federal
Registers and MANY other great resources
NASFAA (National Association of Student Financial Aid Administrators)
NCSEAA (North Carolina State Education Assistance Authority)
SASFAA (Southern Association of Student Financial Aid Administrators)
Fall Conference November 6 - 8, 2017

13. Miscellaneous Training Resources
Vendor Webinars (provided FREE) with pertinent topics
FINAID-L listserve
Department of Veterans Affairs (
VA Forever GI Bill
Fall Conference November 6 - 8, 2017

14. Fall Conference November 6 - 8, 2017
Contact Information
Jane Kanipe Jamie Pendergrass Mary Otto Melody Lawrence
Fall Conference November 6 - 8, 2017

15. Please visit them and let them know how much you appreciate it.
NCASFAA would like to thank our Professional Affiliates for their support.
Please visit them and let them know how much you appreciate it.
Fall Conference November 6 - 8, 2017