Welcome To The OASFAA Spring

Welcome To The OASFAA Spring
Conference
Welcome from the President
It is so exciting to see the year culminate with a successful spring conference that offers the opportunity to
“Connect, Communicate and Collaborate” with others in our profession. The Executive Committee of
OASFAA is constantly striving to evaluate and meet the needs of our membership. In recent years we have
focused on the financial challenges we all face at our respective institutions and our hope is that by moving to
a two day conference that is jam packed with strong sessions and training options, we have provided access
for more to attend.
We are thrilled to have both Jeff Baker and Jamie Malone from the Department of Education join us to
provide guidance on the new Program Integrity rules and other federal regulations. In addition, the diversity
of the other interest sessions provides a wide range of topics from which to choose.
I hope you will join us Monday evening for the manager’s reception prior to dinner then stay the evening for
after dinner entertainment provided by ” Midwest Dueling Pianos”. I was fortunate to experience them at the
MASFAA conference and it was a great time!
Tuesday at lunch we will be recognizing the efforts of all who have dedicated themselves to the association this
past year and those carrying us into the new year. It will be our pleasure to announce the recipients of the
James White and Support Professional Awards at that time. Also, The Ohio Board of Regents will be on hand
to provide a state update.
Please do not forget to participate in the “Backpack for Kids” charity event. All donated school supplies will
benefit students at high need schools in the Columbus Public School District.
Finally, I would like to commend the efforts of the Conference Planning Committee in providing an
outstanding conference. It took hundreds of volunteer hours to plan this event to ensure that all in
attendance will benefit.
I look forward to connecting with you as we gather to network and learn from each other!
Ann Marie Gruber
OASFAA 2010-11 President
Mission Statement and Conference
Policies
Mission Statement
The mission of the Ohio Association of Student
Financial Aid Administrators shall
be to ensure access to higher education
through the promotion of financial aid awareness.
Further, the mission of the Association is to
OASFAA Conference Policies
Please be aware of your institution’s
ethics policy as related to Ohio Revised
Code 2921.43(A) and 102.03 (D) and (E)
when participating in conference and nonconference events.
affect public policy initiatives, to promote
ethical administration of student aid programs,
If you are a vendor but not exhibiting,
and to encourage an environment
please refrain from conducting business in
of cooperation among individuals, agencies,
the exhibit area.
organization and educational institutions
Thank you.
to better serve all student populations.
Conference Planning Committee
OASFAA Spring Conference
Conference Planning Committee
Vice President for Conferences – Emily Swain,
University of Mount Union
Program Chair – Lori Beard, Miami-Jacobs Career
College– Columbus
Registration Chair – Andrea Morrow, Ashland
University
Site Chairs – Claudia Wenzel, John Carroll
University and Betsy Johnson, Owens Community
College
Entertainment/Charity Chairs – Becky Davis, Great
Lakes Higher Education Corporation and
Amanda Reisinger, Zane State College
Members Cont.
Tasha McDaniel, Great Lakes Higher Education
Corporation
Venus Puliafico, Case Western Reserve University
Ed Recker, The University of Findlay
Christina Rose, Discover Student Loans
Michiale Schneider, Great Lakes Higher Education
Corporation
Robert Sommers, EdFinancial Services
Stephanie Sutton, Lorain County Community
College
Betsi Werling, Ohio Northern University
Members
Amy Baker, Stark State College
Jonathan Bolertz, Clark State Community College
Tamika Braswell, Ohio Board of Regents
John Brown, Great Lakes Higher Education Corporation
Mary Cannon, Mount Vernon Nazarene University
Beverly Dalheim, Lakeland Community College
Jeff Daniels, PNC Bank
Vicki Delucas, Ohio University, Zanesville
Adam Ghiloni, Columbus State Community College
Randy Green, Wittenberg University
Ann Marie Gruber, Lakeland Community College
Joy Jackson, Columbus State Community College
Jeff Johnston, Sallie Mae
Michael Jones, Charter One Bank
Val Kepner, Oberlin College
Goldie Langley, Franklin University
Name tags are required
for admittance to
conference events.
Please be sure to wear
your name tag
throughout the
conference.
Trustees, Committee Chairs, Liaisons
2010-11 OASFAA Executive Committee
Trustees
President – Ann Marie Gruber, Lakeland Community College
President-Elect – Stephanie Sutton, Lorain County Community College
Past President – Randy J. Ulses, University of Cincinnati
VP-Conferences – Emily Swain, University of Mount Union
VP-Training – Kim Nash-Yore, Cuyahoga Community College
Secretary – Beverly Dalheim, Lakeland Community College
Treasurer – Dave Metz, Columbus State Community College
Treasurer-Elect – Matt Moore, Miami University – Oxford
Northeast Regional Rep – Kristy Gardner, John Carroll University
Northwest Regional Rep – Melanie Weaver, Ohio Northern University
Southeast Regional Rep – Sam Selvage, Capital University
Southwest Regional Rep – Todd Everett, Xavier University
Committee Chairs
Associate Member Relations – Amy Baker, Stark State College and Christina Rose, CitiBank
Association Governance & Planning – Jeff Daniels, PNC Bank and Mary Lynn Perri, Ursuline College
College Goal Sunday – Leigh Cameron, Chase Education Finance Group, MorraLee Holzapfel, Ohio College
Access Network and Amanda Reisinger, Zane State College
Communications – Kevin Lamb, Marietta College and Michiale Schneider, Great Lakes Higher Education
Corporation
Conference Entertainment/Charity Chairs – Becky Davis, Great Lakes Higher Education Corporation and
Amanda Reisinger, Zane State College
Conference Program Chair– Lori Beard, Miami-Jacobs Career College– Columbus
Conference Registration Chair – Andrea Morrow, Ashland University
Conference Site Chairs – Claudia Wenzel, John Carroll University and Betsy Johnson, Owens Community
College
Leadership – Pamela Arrington, University of Akron and Claudia Wenzel, John Carroll University
Membership – Christina Comanitz, University of Mount Union and Carrie Short, Baldwin-Wallace College
Need Analysis – Randy Green, Wittenberg University and Carolyn McCluskey, Baldwin-Wallace College
Outreach – Michael Gibboney, Cincinnati Christian University and Linda Hayes, Good Samaritan College of
Nursing
Professional Development – Val Kepner, Oberlin College and Cheryl Willard, Baldwin-Wallace College
Regulatory - Federal – Goldie Langley, Franklin University and Venus Puliafico, Case Western Reserve
University
Regulatory - State – Leann Kendzerski, Ohio Wesleyan University and Ed Recker, The University of Findlay
Support Professionals – Mary Cannon, Mount Vernon Nazarene University and Stephanie Goller, Owens
Community College
Liaisons
Ohio Board of Regents - Tamika Braswell
Ohio College Access Network - MorraLee Holzapel
Exhibitors, Advertisers and Donors
Charity Event and Entertainment
Exhibitors
Charter One Bank
Discover Student Loans
Education First Credit Union
Fifth Third Education Lending
First Marblehead Corporation
Great Lakes Higher Education Corporation
NELNET
Ohio Student Choice
PNC Bank
SunTrust Education Loans
US Bank
USA Funds
Wells Fargo Education Financial Services
Advertiser
PNC Bank
Donor
Great Lakes Higher Education Corporation
The charity drive will benefit two high need Columbus Public elementary schools. We are asking
conference attendees to provide items that go into backpacks. These items can include, crayons, note book paper, highlighters, sharpies, calculators, rulers, protractors, pens, pencils, markers,
scissors, binders, and even backpacks! All you need to do is bring these items with you to the registration desk.
Entertainment will be Monday evening immediately following
dinner. The Midwest Dueling Pianos will be performing, so come
prepared to have A LOT OF FUN!
OASFAA Past Presidents
2009-10 Randy J. Ulses, University of Cincinnati
2008-09 Betsy Johnson, Owens Community College
2007-08 Amy Baker, Stark State College
2006-07 Claudia Wenzel, John Carroll University
2005-06 Mary Lynn Perri, Ursuline College
2004-05 Mark Bandré, Ohio Wesleyan University
2003-04 Wendell Schick, Ohio Northern University
2002-03 Mary Kay Freshour, Otterbein College*
2001-02 Brian Paskvan, Owens Community College*
2000-01 Katherine Bontrager, Columbus State
Community College
1999-00 Steve England, Stark State College of Technology
1998-99 Brian Paskvan, Owens Community College
1997-98 Kathy Wiesenauer, Sinclair Community
College
1996-97 Theodore Hallenbeck, Kent State University
1995-96 Kathy Fay (Milem), The Ohio State University
-Newark/COTC
1994-95 Ginny Biada, Baldwin-Wallace College
1993-94 Lisa Hanson, Stark Technical College
1992-93 Jeff Zellers, Muskingum College
1991-92 Alex Murdoch, University of Cincinnati
1990-91 Arman Habeggar, University of Findlay
1989-90 Deb Heineman (Johnson), Bowling Green
State University
1988-89 Josette Green, Stark Technical College
1987-88 Michele Nemes Meeker (Wade), The Ohio
State University
1986-87 James Bauer, Marietta College
1985-86 Karen Berger (Condeni), Ohio Northern
University
1984-85 Earl Dowling, University of Cincinnati
1983-84 Gary Rohmann, Mount Vernon Nazarene
College
1982-83 Marc Brenner, Ohio Diesel Technical
Institute
1981-82 Edwin Below, Baldwin-Wallace College
1980-81 Bob Hahn, University of Akron
1979-80 David Darr, Wright State University
1978-79 Paul Orehovec, The College of Wooster
1977-78 Rodney Harrison, The Ohio State
University
1976-77 Harry Beck, University of Cincinnati
1975-76 William Bennett ,Cleveland State University
1974-75 Donald Chenelle, Case Western
1973-74 James Hoover, University of Dayton
1972-73 Alan Donley, Hiram College
1971-72 James White, Oberlin College
1970-71 Guy Spitler, Miami University
1969-70 Mac Richardson, Baldwin-Wallace College
1968-69 Robert McKay, Bowling Green State
University
* Served partial year for 2001-2002
OASFAA Awards and Recognition
James W. White Award
Support Professional Award
The James W. White Award honors Jim White, Director
of Financial Aid at Oberlin College when he retired in
1990. The award, first presented at the 1991 spring
conference, is given annually to a member of OASFAA
who exemplifies dedication to students, the greater
financial aid community, and the recipient’s local
community. Recipients of the award possess many of the
same qualities that were so evident in Jim’s career as a
student financial aid professional.
The OASFAA Support Professional Award, initiated in 1990, recognizes an
individual or team of support/clerical professionals within the financial aid
profession. Nominations are submitted to the Support Professional Committee and the award is made annually at Spring Conference. The
recipient(s) exemplifies a strong commitment to the student, institution for
which they work, and the financial aid profession.
2010 – Roger Eldridge, Great Lake Higher Education
Corporation
2009 - Stephanie Sutton, Lorain Community College
2008 - Gary Ulrich, Owens Community College, Findlay
2007 - DebraLee Divers, Bowling Green State University,
Firelands
2006 - Geraldine Parker Thrower, Lakeland Community
College
2005 - Gregory Guzman, Lourdes College
2004 - Lawrence Matthews, Bluffton University
2003 - MorraLee Holzapfel, I Know I Can
2002 - Steve England, AES/PHEAA
2001 - Jerome Weiskittle, Franciscan University of
Steubenville
2000 - Donald Chenelle, Case Western Reserve
University
1999 - Arman Habegger, University of Findlay
1998 - Lisa K. Mitchell, Student Loan Funding
1997 - Ginny Biada, Baldwin-Wallace College
1996 - Alex Murdoch, University of Cincinnati
1995 - Wendell Schick, Ohio Northern University
1994 - Clark Reber, Lourdes College
1993 - Michele Nemes Meeker, The Ohio State
University
1992 - William Bennett, Cleveland State University
Christina Emerson, receptionist at Case Western Reserve University, is the
2011 OASFAA Support Professional Award Recipient. Christina has been
recognized for her ―undeniable impact to the Financial Aid Office. She is
always a pleasure to have in the office and is a logical thinker full of great
ideas.‖ Please join us as we congratulate Christina!!!
2010 - Debra Clark, Central Ohio Technical College (SE Region)
2009 - Jennifer Healey, University of Dayton (SW Region)
2008 - Kim Kuhajda, Baldwin-Wallace College (NE Region)
2007 - Jenny Rumple and Pat Tobias, Miami University (SW Region)
2006 - Tracy Febel, Lakeland Community College (NE Region)
2005 - Ann Cano, University of Dayton (SW Region)
2004 - Janet Crawford, Sherry Benjamin, Kathy Sybert and Lee Ann
Timmerman, Ohio Northern University (NW Region)
2003 - Dottie Chapman, Bluffton College (NW Region)
2002 - Tenley Peterson, University of Toledo (NW Region)
2001 - Annie Johnson, The Ohio State University (SE Region)
2000 - Shannon Maag, Lima Technical College (NW Region)
1999 - Darlene Burns, Walsh University (NE Region)
1998 - Stephanie Medley, Belmont Technical College (SE Region), Bea
Pettaway, Medical College of Ohio (NW Region, Sandy Vilkowski, Miami
University (SW Region)
1997 - Laura Witt, NE Ohio College of Medicine (NE Region), JoAnn Evans, Kathy Stripling, Carrie Lemle and Kevin Paskvan, Owens Community
College (NW Region), Lola Hauss, Capital University (SE Region), Debbie
Back, Linda Will, Marcia Mitchell, Anthony Boniella, Evelyn Harris, Patricia
Rakestraw, Candance McGowen, Rodney Gross, Cheryl Griffin-Daugherty,
Robin McLemore and Rutha Lacking, Sinclair Community College (SW
Region)
1996 - Andrea Hines, Oberlin College (NE Region), Barb Noonan and Kent
McKenzie, University of Toledo (NW Region), Barbara Birk, Capital University (SE Region), Kathi Richards, Edison Community College (SW Region)
1995 - Judy Cook, University of Findlay (NW Region)
1994 - Melissa Chandler, Lakeland Community College (NE Region)
1993 - Carol Benedum, Meilani Cook and Marge Smith, Stark Technical
College (NE Region)
1992 - Janet Crawford, Ohio Northern University (NW Region), Becky
Heaton, Mount Vernon Nazarene (SE Region)
1991 - Sandy Miller, Ohio University (SE Region)
1990 - Ruth Murphy, Marietta College (SE Region)
Conference Schedule Monday May 23, 2011
Monday, May 23
10:20‐11:35am Interest Sessions
7:30am-4:30pm Conference Registration Table Open
DL Reconciliation-Conference Room 4
Presenter:
Matt Moore, Miami University and
Charity Drive Open –Lobby
7:00‐9:00am Complimentary Breakfast For Hotel
Guests –Lobby Restaurant (must show room key)
8:00-10:30am Continental Breakfast For Commuters Ballroom-Salon 1,2,3
8:00-11:30am Exhibit Area Open-PreSouth
Dana Pawlowicz, University of Cincinnati
Moderator: Ann Marie Gruber, Lakeland Community College
Have you connected all the dots to get the big picture of DL reconciliation? Join us for a session to review how you can use your
system software or basic tools like Excel and Access to reconcile
your loans internally and with the Department of Education. A
check and double check of your loans will ensure your loan balance sheets are always in compliance.
Who are we serving? Customer vs. StudentConference Room 5
Presenter: Megan Moore Gardner, Ph.D, University of
Akron
Moderator: Adam Ghiloni, Columbus State Community
Split Servicing-Conference Room 3
College
Presenter: Roger Eldridge, Great Lakes Higher Education
Are students considered customers of colleges and universities?
Corporation
Does education continue outside of the classroom or should adModerator: Michael Jones, Charter One Bank
ministrators focus foremost on the immediate needs of the cusToday, students are more and more likely being put in the position tomer and secondarily on educating? How do perceptions of custo have to deal with multiple loan servicers for their student loans; tomer service versus student service impact daily interaction with
also known as split servicing. The notion that students may have
the students? This session will delve into both sides of the cusmultiple loan servicers sounds very daunting and confusing. How- tomer versus student services debate. Key arguments for each
ever, there are tools available that can help you help your stuside will be highlighted and participants will have an opportunity to
dents in managing these multiple relationships. Come learn what share opinions and learn how to more effectively serve students.
tools are available that will assist students in managing and tracking their loan debts and prevent loan defaults.
9:00‐10:15am Interest Sessions
Social Media-Conference Room 5
Presenter: Michael Chaney, e-Tech Ohio
Moderator: Tamika Braswell, Ohio Board of Regents
How does social media play a role in higher education and in what
ways can we better communicate with our customers (students
and parents)? What is the process of starting and maintaining
these types of communications? What is the downside of not implementing current communication methods? These questions
and more will be answered.
Advanced Verification-Ballroom-Salon 4
Presenter: Jamie Malone, U.S. Department of Education
Moderator: Lisa Allen, University of Cincinnati
The Advanced Verification session will address the most commonly made mistakes/errors when completing verification. In addition, the session will include open discussion and exchanges of
ideas amongst attendees regarding how to complete/handle unusual verification situations. Finally, we will talk about the role that
judgment calls play in verification, including knowing when and
how much additional information should be requested.
Handling Fraud in the Financial Aid OfficeBallroom-Salon 4
Presenter: Mark Higgins, U.S. Department of Education,
Office of Inspector General
Moderator: Ed Recker, The University of Findlay
With identity theft and fraud on the rise, financial aid professionals
must be on the lookout for fraudulent activity. Join Mark Higgins,
Special Agent, U.S. Department of Education, Office of Inspector
General, as he will go through ways to help identify and report
fraud.
Conference Schedule Monday May 23, 2011
Monday, May 23
11:35am-1:15pm Lunch-Ballroom-Salon 1,2,3
Federal Update-Jeff Baker, U.S. Department of
Education
3:00-4:15pm Interest Sessions
Preparing For A Program Review/Audit-Conference
Room 3
Presenters: Angela Johnson, Cuyahoga Community College;
Betsy Johnson, Owens Community College; Randy Ulses,
University of Cincinnati
1:15-4:30pm Exhibit Area Open
Moderator: Stephanie Sutton, Lorain County Community College
As the United States Department of Education is increasing its Pro1:30-2:45pm Interest Sessions
gram Review staff, it is timely to think about how your institution
would fare from a program review. Our knowledgeable panel will give
Ask A Fed-Ballroom-Salon 4
you some best practices and information on what to expect and how
Presenters: Jeff Baker and Jamie Malone, U.S. Departto prepare should your institution be selected for a Program Review.
ment of Education
We will look at the Program Review guide; share our preparation
Moderator: Goldie Langley, Franklin University
experience (institutional collaboration, P&P, lead time, etc.); discuss
If you have a Title-IV related question (policy guidance, admin- key areas that reviewers may express interest; tell what the experiistrative procedures, operational requirements, etc.) come talk ence was like; and discuss what we do differently on our campuses
to experienced Department of Education staff members Jeff
based on the review (FSA assessment, policy changes, institutional
Baker and Jamie Malone.
relationship building for change, etc.).
Financial Literacy-Conference Room 5
Presenters: Miria Batig, Chancellor University and Jack
Welch Management Institute; Tasha McDaniel, Great
Lakes Higher Education Corporation; Gretchen Bonfardine, American Student Assistance; Anne Fisher, USA
Funds; Jana Vanderah, Wells Fargo Student Loans
Moderator: Betsi Werling, Ohio Northern University
This session will be a panel with 6 individuals with a wealth of
knowledge and experience with Financial Literacy. This session is designed to provide tangible resources for individuals
who work with students. The goal is for audience members to
walk away with tools to begin a discussion on your campus.
Come with enthusiasm and willingness to ask questions of our
panelists.
Dealing With Difficult People-Conference
Room 3
Presenter: Dave Bowman, Great Lakes Higher Education
Corporation
Moderator: Jeff Daniels, PNC Bank
Do you ever have occasion where you have to deal with difficult people? Whether it is daily, weekly, monthly or yearly it is
never a good experience to have to deal with. This session
will explore ways you can deal with difficult people with positive outcomes. We will identify fundamental principles, look at
the anatomy of a conflict and discuss ways to deal with these
situations.
2:45-3:00pm Break-(coffee, tea, soda, dessert,
fresh fruit)-Presouth
Private Loans-Hows it going?-Conference Room 4
Presenters: Jamie Jarvis, Ashland University; Adam Dilulio,
Case Western University; Christina Rose, Discover Student
Loans; Lee Harrell, Ohio Wesleyan University; Mary Arter-Bell,
US Bank
Moderator: John Brown, Great Lakes Higher Education
Corporation
This session will take a current look at private loans. We will present
a brief overview of the private loan process. We will also discuss
changes in the process over the last year. Finally, we will hear from a
school and lender panel that will discuss their experiences and answer your questions.
Implementing A New FAMS System On CampusConference Room 2
Panelists: Mary Lynn Perri, Ursuline College; Amy Kaple Ohio
Wesleyan University; Ed Recker, University of Findlay; Brian
Pomeroy, Discover Student Loans
Moderator: Emily Swain, University of Mount Union
As a financial aid professional, we rely on our financial aid database
to connect us to our students, our campus, and various outside entities. When faced with the decision to convert or update your system,
what questions should you ask? When should the financial aid office
be a part of the conversation? How do you answer the questions
from your upper administration concerning the pros and cons of
switching systems? Many of your colleagues have recently switched
systems at their school. Come learn from them as the share their
experience and offer advice to other financial aid professionals.
Conference Schedule Monday May 23, 2011
Monday, May 23
3:00-4:15pm Interest Sessions
Paying for College-Conference Room 5
Presenters: Joe Fries and Jeff Johnston, Sallie Mae
Moderator: Vicki DeLucas, Ohio University, Zanesville
This session will offer an overview of Sallie Mae’s ―How America Pays for College‖ study, conducted annually by Gallup,
which explores how families of undergraduate students pay
their college bills. We will present the findings from the 2010
study and discuss what the results mean for colleges and universities, with a discussion to follow on what trends Ohio campuses are seeing in 2011.
Forgiveness Can Do More Than Warm Your HeartIt Can Save Your Students Money!-Conference
Room 3
Presenters: Michiale Schneider and Becky Davis Great Lakes
Higher Education Corporation
Moderator: Becky Davis, Great Lakes Higher Education
Corporation
There are a variety of loan forgiveness and cancellation programs
and provisions that are often out-of-sight, out-of-mind when financial aid is discussed. Congress seems to be updating that list all
the time. What's offered at the federal level? What are they intended to accomplish? How can you use these programs as part of
enrollment and debt management? Get your ideas here and find
out where to go to get the right information for your students.
4:30-5:45pm Interest Sessions
6:00-7:00pm Manager’s Reception-Atrium
Academic Calendars and Terms-Are You In
Compliance?-Conference Room 5
Presenter: Jamie Malone, U.S. Department of Education
Moderator: Goldie Langley, Franklin University
An ever-changing student demographic and their level of expectations has forced many institutions to provide educational
opportunities through various delivery methods and timeframes. As the academic leadership begins to push the envelope in program design and delivery, is your institution in compliance in providing Title IV financial assistance to the students
in these new programs? Explore the world of academic calendars and terms with Jamie Malone to equip yourself with the
tools required for compliant delivery of financial aid in this ever
-changing world of education.
Opportunities To Improve Service And Outcomes-Conference Room 4
Presenters: Robert Sommers, Edfinancial Services; Heidi
Carl, University of Indianapolis
Moderator: Robert Sommers, Edfinancial Services
The recent years have brought decreases in institutional budgets and financial aid resources, increased enrollments and
regulatory burden to the financial aid offices. Even though
there are no magical solution to these opportunities that face
our profession, there are options to help you serve your constituents while maintaining compliance, professional competence and your own sanity.
Quarter To Semester Conversion RoundtableConference Room 2
Presenters: Faith Phillips, Central Ohio Technical College/OSU Newark; Amanda Reisinger, Zane State College
Moderator: Faith Phillips, Central Ohio Technical College/
OSU Newark
Gather with other college and university professionals preparing for the Quarter to Semesters Conversion to discuss common issues such as the impact of the new calendar on various
business processes and cycles as well as policy and procedure ramifications. This will be a Roundtable Discussion.
7:00pm Dinner and Entertainment: Dueling Pianos–
Cash Bar-Ballroom-Salon– 1,2,3
Conference Schedule Tuesday May 24, 2011
Tuesday, May 24
7:00-8:15am Breakfast Buffet –Ballroom-Salon 1,2,3
7:30-11:30am Conference Registration Table Open
Charity Drive Open
8:30-9:00am Business Meeting-Ballroom-Salon 1,2,3
9:00-12:00pm Exhibit Area Open
Interest Sessions 9:00-10:15am
It’s 5:00pm Already –Pointers For Time ManagementConference Room 1
Presenter: Jason VanSickle, PNC Bank
Moderator: Cheryl Willard , Baldwin Wallace College
This session will explore/review pointers for time management to get
the most out of your day. The session will take a look at distractions
that often keep us from getting our work done and explore a few ideas
on how to deal with them.
Default Prevention (from a student’s perspective)Conference Room 2
Presenters: Tasha McDaniel and John Brown, Great Lakes Higher
Education Corporation
Moderator: Tasha McDaniel, Great Lakes Higher Education Corporation
Former students have a much different take on default prevention than
you do—this is your chance to see it from their perspective. Learn about
the options available to them during grace and repayment that enables
them to successfully repay their loans. We’ll also look at what they can
do if they fall behind on payments to get themselves back on track. Join
us as we look through the borrower’s lens and see what they can do to
prevent default and examine ways you can help inform them of their
options.
NASFAA Training: Revising Your Cost Of
Attendance-Conference Room 3
Presenters: Mary Cannon, Mount Vernon Nazarene
University; Bev Dalhiem, Lakeland Community College
Moderator: Kim Nash-Yore, Cuyahoga Community College
All institutions are required to establish student budgets for
calculating and awarding Title IV aid. This session will help
institutions to revise their cost of attendance (COA) by focusing on the purposes and principles of budget construction using materials provided by NASFAA, as well as, tips
and best practices created and used by Ohio schools.
10:15-10:30am Break (coffee, tea, soda)
Interest Sessions 10:30-11:45am
Integrity Rule: SAP-Ballroom-Salon 4
Presenter: Jamie Malone, U.S. Department of Education
Moderator: Venus Puliafico, Case Western Reserve
University
The Department of Education published Final Program Integrity Regulations aimed at ensuring program integrity in
federal student financial aid programs. Come hear about
the changes to SAP that will go into effect on July 1, 2011.
Guide To Preparing And Conducting Effective
Presentations-Conference Room 2
Presenter: Jason VanSickle, PNC Bank
Moderator: Val Kepner, Oberlin College
This session will help the audience prepare for oral presentations with the use of visual aids. These practices will help
you gain audience acceptance and understanding. The
session will also help you avoid common pitfalls associated
with presenting. With the help of the audience we will explore how to use these skills on campus.
Resources For Regulatory Compliance-BallroomSalon 4
Presenter: Thomas Ratliff, Indiana Wesleyan University
Moderator: Robert Sommers, Edfinancial Services
Although the Federal Student Aid Handbook is a helpful tool to review
when trying to understand financial aid rules, it isn’t the final authority
and shouldn’t be treated as such. There are other sources of information that can help you more toward ensuring you are meeting all federal
requirements. We will examine these tools and explain the importance
of each to your office operations.
OASFAA/OCAN Winter Conference
2011
December 12 – 14th
Renaissance Columbus Downtown
Hotel
Conference Schedule Tuesday May 24, 2011
Tuesday, May 24
The Impact Of The Post 9/11 GI Bill On Student
Veterans Of Ohio & The Role Of The Financial Aid
Officers-Conference Room 3
Presenter: John Schupp, SERV Program
Moderator: Joy Jackson, Columbus State Community College
For the Fall semester of 2009, the Post 9/11 GI Bill had a significant
impact on college campuses across the state of Ohio and the country. This session will show which campuses succeeded in keeping
the student veterans on campus through the Spring of 2010. It will
also describe10 variables that has an impact on student veteran
enrollment and the role the Financial Aid Officer. In addition, it will
present data as to which type of campus has the most student veterans. The answers may surprise you.
11:50am-1:30pm Lunch-Ballroom-Salon 1,2,3
1:30-3:30pm Exhibit Area Open
1:45-3:00pm Interest Sessions
Net Price Calculator-Conference Room 5
Presenter: Randy Green, Wittenberg University
Moderator: Lori Beard, Miami-Jacobs Career College, Columbus
While the U.S. Department of Education is mandating that
schools provide Net Price Calculator tools by Fall 2011, the
basic template they provide on how to fulfill this requirement will
be of limited utility. Communicating the true cost of education to
a family early in their college search process can make recruiting more effective and less expensive. In this session, learn
how one school used sophisticated statistical modeling to provide accurate estimates of cost for their families.
3:00-3:15pm Break (coffee, tea, sodas, and snacks)
3:15-4:30pm Interest Sessions
NSLDS-Conference Room 5
Presenter: Michiale Schneider, Great Lakes Higher Education Corporation
Moderator: Jeff Johnston, Sallie Mae
This session will help you effectively use the data in NSLDS,
State Q&A-Ballroom-Salon 4
Presenters: Katie Hensel and Jathiya Abdullah-Simmons, Ohio stay in compliance, and make you aware of some of the
changes. In addition to understanding the transfer monitoring
Board of Regents
list, we will review how to identify student loan specifics in light
Moderator: Tamika Braswell, Ohio Board of Regents
Following a state update that will be presented at lunch, this session of the many scenarios graduating students find their loans in
will allow for any follow-up questions as well as provide an opportu- (FFELP, DL, PUT Loans, Consolidation loans, spilt serviced
loans, transferred loans, etc...).
nity for any additional questions related to the state financial aid
programs.
Student Loan Entrance and Exit Interviews: What
Are The Schools’ Responsibilities?-Conference
Room 3
Presenters: Jeff Johnston, Sallie Mae; Adam Diluio, Case
Western Reserve University; Casey Kearns, Ohio State
University
Moderator: Cheryl Willard, Baldwin-Wallace College
This session will offer an overview of federal guidelines pertaining to
institutional requirements, but also, offer some best practice suggestions on how to use the Entrance/Exit process to educate students
regarding their loan responsibilities in a meaningful way. School
representatives will share their best practices and discuss the tools
they utilize to ensure the right students are being reached at the
proper time, tips and techniques for effective entrance and exit
counseling, and methods for collecting and storing data.
Integrity Rule: R2T4-Conference Room 3
Presenter: Jamie Malone, U.S. Department of Education
Moderator: Goldie Langley, Franklin University
The Department of Education published Final Program Integrity
Regulations aimed at ensuring program integrity in federal student financial aid programs. Come hear about the changes to
R2T4 that will go into effect on July 1, 2011.
Private Loan Trends and Outlook-Conference
Room 2
Presenter: Brian Pomeroy, Discover Student Loans
Moderator: Brian Pomeroy, Discover Student Loans
If you're interested in learning more about the past, present and
future of the alternative loan market, join us. We'll be taking a
look at some of the events that have impacted the availability of
credit and some indicators of what the future holds. Gain at
least one lender's perspective and learn how you, as a financial
aid professional, can be a resource to your students in the current market conditions.
Menu For Meals
Monday May 23rd
Tuesday May 24th
Lunch Menu
Lunch Menu
Embassy Wrap Buffet:
Assorted Wraps
Salad
Melon
Kettle Chips
Cookout Buffet:
Grilled Hamburgers
Chicken
Sausages
Macaroni Salad
Coleslaw
Baked Potato
Salad
Chips & Salsa
Kettle Chips
Brownies
Cookies
Dinner Menu
Spinach Salad
Chicken Florentine
Portabella Napoleon
Rice Pilaf
Asparagus
Rolls
Cheesecake