Advanced Training For the Experienced FA Professional

Join your colleagues for in-depth training on selected technical topics offered by NCSEAA.

One-Day Training Opportunity
Tuesday, October 21: 8:30 pm – 3:30 PM
Location: CFI Corporate Conference Room, Raleigh, NC


NCASFAA Pre-Conference Training
Sunday, November 2: 12:30 PM – 4:30 PM and Monday, November 3: 8:30 AM – 11:15 AM
Location: Twin City Quarter/Marriott & Embassy Suites, Winston-Salem, NC
  • Register for November 2 & 3 on NCASFAA Website at time of Fall Conference Registration.

Both workshops will cover the same subjects, so select the one most convenient for you.

Topics include “Federal Cash Management”, “Recordkeeping and FERPA Requirements”, “Reporting and Consumer Disclosure Requirements” and the most up-to-date “Late Breaking Information”. There will also be a brief time period to discuss your most difficult “Professional Judgment” cases. “Late Breaking Information” will include discussions on Financial Literacy, Default Prevention and SEAA’s updated Financial Aid Estimator and Student Portal.

The Workshop is offered as a training opportunity for experienced financial aid professionals, especially those with direct responsibility for administration of these areas, and those who may not have been able to attend the Spring pre-conference NCASFAA Training. The subject material will be taught with the assumption that attendees understand basic financial aid concepts. Lunch will be provided at the Raleigh training.

Whether the material is new to you or you simply want a refresher course to ensure your office still meets the requirements, your attendance is encouraged!

Workshop presenters include Bill Cox, Diane Miller and Rose Mary Stelma.

Bill Cox is Deputy Director of Grants, Training and Outreach at NCSEAA. He began his career in financial at the University in Kentucky. Bill has served NCASFAA and SASFAA in leadership positions including President of both associations.

Diane Miller is Associate General Counsel for NCSEAA. Before joining the Authority, she was an Assistant Attorney General in the NC Department of Justice for sixteen years where she advised and represented a variety of State agencies.

Rose Mary Stelma is a Financial Aid Services Director at CFI. Before joining CFI, she worked in campus financial aid offices for more than 25 years. She has held numerous leadership positions in NCASFAA, SASFAA and NASFAA including President of NCASFAA.

To request an agenda and/or additional information, contact Jane at