Industry Trainings

CASFAA is pleased to promote and share web based training opportunities for financial aid administrators provided by our industry partners during this month.  Topics range from financial aid compliance and best practices, to helping students managing debt and repayment, to professional development and personal improvement.  These training and informational sessions are available to you free of charge.  Register now!

January Trainings
If you are an industry partner (Guarantor, default management/prevention, financial literacy, lender, servicer, software provider, scholarship or grant service, service provider, etc.) offering web based training or informational sessions for Financial Aid Administrators related to financial aid, professional development, useful research data, or your products as they support the delivery of financial aid funds and services to college students, and would like to have your sessions included in the monthly web training promotion to CASFAA Members and the CASFAA calendar, please send your information to Thalassa Naylor at [email protected]. Please include the following information: Title, short description of the session, Date and Time (pacific) and generic training page link or specific link to register.

Annual Tax Training Webinars

2020 was a tough year for everyone – and now it’s the base year for the 2022-2023 academic year. Changes to the 2020 tax code that were designed to provide assistance to taxpayers during the pandemic will have an outsized impact on the way you will process 2022-2023 ISIRs. There will likely be more IRS Request Flags of 07, more manual calculations and corrections. In fact, Federal Student Aid has already issued three Dear Colleague Letters that address two 2020 tax issues that set specific, and complicated expectations on schools.

This year’s tax training with Robert Weinerman from Iron Bridge Resources will start with a look at what makes 2020 unique. And of course, we will cover the basics – and not so basic aspects of the tax code that you’ll need to understand to properly calculate eligibility for Title IV aid.

This year’s three webinar series will cover the following material:

  • Webinar 1: January 12, 2022, from 10:00 AM to 12 noon - Register here: 
    Introduction the 2020 Tax Forms and Tax Code
    After a review of the 2022-2023 items to be verified and the school’s responsibilities to address conflicting information, we will take a look at the FAFSA data that are derived from the tax forms. Then, we will look at three issues unique to tax year 2020 that aid officers will have to address. First, we’ll look at tax-exempt unemployment compensation, which aid officers are required to remove from an ISIR if they become aware that it is included in the taxpayer’s AGI or was reported as untaxed income. How would you know it was there? And if you find it, what exactly do you need to do? Next, we’ll look at a change to Schedule 2, line 2, which may trigger IRS Request Flags of 07. And finally, we’ll review a 2020 specific coronavirus related distribution from IRA and pension plans that may trigger appeals from students and their families.   
  • Webinar 2 - January 19, 2022, from 10:00 AM to 12 noon - Register here: 
    Verifying Tax-Filers

    This webinar covers the documentation that a school must collect if an applicant who was selected for verification, or their family member, filed a tax return. Since we looked at the actual 2020 tax form in Webinar 1, we’ll continue the discussion of the processing requirements by looking at the extra steps you’ll need to take if the selected student or their family member had a rollover in 2020. We’ll also look at amended returns, IRS changed returns, and Form 1040-X. And we’ll review everyone’s favorite tax question – “what is the correct filing status for a person?”
  • Webinar 3 - January 26, 2022, from 10:00 AM to 12 noon - Register here: 
    Verifying Non-filers

    If your student is selected for verification and they or their family member did not file a tax return, you’ll need to take specific steps to complete their file review. We’ll start webinar 3 with a look at the documentation you’ll need to collect to verify a file that contains a non-filer – and what to do it one of the required documents is unavailable. Then we’ll look at how you can tell if your non-filer was supposed to file a tax return (creating conflicting information that you need to resolve), or more importantly – if they were legitimately allowed to end the 2020 tax cycle without filing a return. We will also look at the issues that our student’s undocumented family members face when interacting with the tax system, and how to address these when they create conflicting information in the Title IV eligible student’s record.

Register here: 


Thank you for joining our 2021 CASFAA Virtual Mini-Conference. We had 621 attendees watching virtually across California!

We would like to acknowledge the technical difficulties we experienced in the 2021 CASFAA Virtual Mini-Conference. Thank you for communicating the issues you were experiencing in the audience and we apologize for the inconvenience. We know this was not an ideal experience for our members.

Due to audio issues we had during the FSA Update, you may find the FSA recording here  You will need to create a FSA Training Center account to login before accessing the Federal Update webinar video that can be watched online and/or downloaded for your convenience. There is also a pdf handout of the presentation available here.

At the end of the presentation there will be information on how to ask questions through the Help Center on Partner Connect.  Those questions related to policy and guidance are sent to Ask-A-Fed, where the training officers will respond to them.

Thanks again, we look forward to 2022 and hopefully back in-person!

Thomas Le & Lori Prince
Conference Co-Chairs

Recorded Trainings