Training & Professional Development

NCASFAA webinars, professional development opportunities, and training resources

Upcoming Webinars

December 2026

OB3: Loans — Implementation, Challenges, and What’s Next 

Date & Time: December 1, 2026 | 10:00 AM – 11:30 AM EST

About the Webinar

Join your NCASFAA colleagues for a practical conversation about implementing the OB3 loan provisions and navigating the challenges that remain. As institutions put the new requirements into practice, financial aid professionals are still working through questions surrounding changes to loan amounts, legacy loans, and reducing loan eligibility for students who are not enrolled full-time.

Heather Boutell from Vanderbilt University School of Medicine and Bruce Blackmon from UNC Charlotte will share their experiences and perspectives on how their institutions are approaching implementation, what challenges they have encountered, and the questions that still need to be addressed.

This session will provide an opportunity to hear how colleagues are navigating the transition, share strategies and lessons learned, and discuss the practical issues that continue to emerge as we implement OB3.

Presenter

Heather Boutell and Bruce Blackmon

Heather's bio: 

Dr. Heather Boutell, FAAC, is the Director of Financial Aid at Vanderbilt School of Medicine in Nashville, TN. Heather has worked in the field of financial aid for 35 years, spending the almost 8 years at Vanderbilt. The rest of her career was spent in Kentucky at Bellarmine University, the University of Louisville, and KHEAA. Heather has been active in professional organizations and served as the President of the Kentucky Association of Student Aid Administrators in 2004-2005 and President of the Southern Association of Student Financial Aid Administrators in 2008-2009.  She has served on the National Association of Student Financial Aid Administrators (NASFAA) Board of Directors several times in appointed and elected positions and currently serves as the NASFAA Secretary.  She has received the AlabamaASFAA, KentuckyASFAA, and SASFAA Distinguished Service Awards, and the NASFAA Regional Leadership and Meritorious Achievement Awards for her contributions to the profession.  Heather earned her Bachelor of Music Education at Kentucky Wesleyan College and her Master of Education in College Student Personnel Services and College Counseling at the University of Louisville. She earned her Ed.D. at Lipscomb University in 2024. Heather, her husband Steve, and cat Crouton reside in Lebanon, TN. They have two adult sons who both live in Chicago. She will soon be a grandma, with her first grandchild (a boy!) due very soon – December 8!  For fun, Heather loves reality TV competition shows – ask her about Survivor, Top Chef, or Amazing Race!

 Bruce's bio: 

Bruce Blackmon is Director of Financial Aid at the University of North Carolina at Charlotte, where he has served since 2014. With nearly four decades of financial aid experience, he oversees federal, state, and institutional aid programs, regulatory compliance, and office operations.

Moderator:
Michelle Gunnin, Higher Education Program Manager, NCSEAA

Registration Information

Sign in using your NCASFAA login credentials to register.

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NOVEMBER 2026

V1 Verification and What New for the 2027-2028 Academic Year

Date & Time: November 10, 2026 | 2:00 PM – 4:00 PM

About the Webinar

Although simplified by the FUTURE Act Direct Data Exchange and the requirement that all contributors to a FAFSA agree to allow the FA-DDX to match their IRS record to their FAFSA section, V1 verification of some files requires collection and review of specific documentation. And starting with the 2027-2028 FAFSA, some contributors will be required to combine data from two tax returns into the new “Combined Adjusted Gross Income” and “Combined Income Tax Paid” FAFSA Fields. These new fields will certainly be included in the V1 Verification FAFSA data that needs to be verified dataset, and will require familiarity with the tax returns of the territories of the United States..

In this webinar, we will review the changes to the 2027-2028 FAFSA in general, looking at how these changes may impact the outcomes for certain students. We will also do a comprehensive review of V1 verification, with a focus an anything that has changed, and issues that financial aid administrators have found difficult to address.

Presenter

Robert Weinerman
Director of Training
Iron Bridge Resources

Presenter Bio: Since 2014, Robert Weinerman has been offering training to financial aid administrators about everything an FAA needs to know about taxes. including verification, resolving conflicting information, income adjustment professional judgments, splitting an individual's information out of a joint tax return, and for schools that go beyond the federal methodology, how to use person and business tax returns to convert taxable income into available income. Prior to his current role as the Director of Training at Iron Bridge Resources, Robert spend over a decade as a financial aid officer at schools like MIT and Babson College, and another decade working with families as the planned to save for, or pay for, their children's education at College Coach.

Moderator:
Michelle Gunnin, Higher Education Program Manager, NCSEAA

Registration Information

Sign in using your NCASFAA login credentials to register.

Register Here
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Past Training Materials

Explore previous NCASFAA training sessions, presentations, webinars, and professional development resources.

NCASFAA • Professional Development & Training