sessions

Transcription

sessions
Conference Program
GROWING CONNECTIONS
FOR SUCCESS
MASFAA 2015
MASFAA
Fall 2015
Serving the I ndIvIdual
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MASFAA Conference 2015
since 1980
Providing Excellent Service
...one student at a time
designated phone line
Fao hotline 888.866.4353
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S tudent L oan S er vicing
Growing Connections for Success
www.mohela.com | [email protected]
633 Spirit Drive | Chesterfield | MO | 63005
Coralville, Iowa
M A S FA A
Illinois | Indiana | Iowa | Michigan | Minnesota | Missouri | Ohio | West Virginia | Wisconsin
M ission Statement
The Midwest Association of Student Financial Aid Administrators (MASFAA) is a regional organization of individuals engaged
in or concerned with the ethical administration and/or support of student financial aid. Our mission is to promote and
provide quality training and professional development opportunities, to advocate and support financial aid programs, and to
facilitate effective communication and coordination among interrelated professional associations, thereby serving the needs
and interests of students and postsecondary institutions.
Purpose
A. To foster and promote standards of professional preparation for the financial aid profession, and the appointment,
effectiveness, recognition, and association of student financial aid administrators and counselors in post-secondary institutions
and other public and private agencies and organizations concerned with or engaged in the support and/or administration of
student financial aid.
B.To serve the needs and interests of students, faculties, and administrations of post-secondary institutions and of individuals
and public and private agencies and organizations concerned with or engaged in the support and/or administration of student
financial aid by promoting and facilitating the coordination of student financial aid plans and programs and by advising and
assisting them in the promotion and development of effective programs of student financial aid.
C. To promote and facilitate communications between secondary and postsecondary institutions and those organizations
involved in the disbursement of student financial aid funds.
D. To stimulate, promote, and conduct systematic studies and research, cooperative experiments, education, conferences,
and such other related activities as are desirable or necessary in fulfilling the purposes of the regional, state, and national
associations.
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
2
Welcome from...
MASFAA President, Aaron Steffens
Dear MASFAA Colleagues,
On behalf of the 2014-15 MASFAA Executive Council, Conference Program and Local Arrangements Committees, I would like
to welcome you to Coralville, Iowa for the 53rd annual MASFAA Conference. These two committees have worked diligently
over the past several months to bring you a conference that provides the latest updates in financial aid policy, best practices in aid
administration and opportunities to collaborate with colleagues.
“Growing Connections for Success” was selected as the theme for this year’s conference. While you undoubtedly will see the
successes of Iowa farmers being harvested during your visit, we hope that you experience your own harvest of successes during
this conference in the connections that you will be able to make and grow with other MASFAA members. We hope these next
few days will also find you growing a more robust professional knowledgebase that will make your office, your students and your
institution more successful. Monday morning will start off with Pete the Planner teaching and entertaining us. Interest session
topics include the new FSA ID, loan repayment plans, financial literacy, Title IX, and many more. As a conference attendee you
have the opportunity to hear from the U.S. Department of Education, NASFAA President Justin Draeger, and MASFAA’s very
own Dan Mann, the NASFAA National Chair.
In addition to the sessions we have to offer, the MASFAA conference has additional venues to assist in your professional growth.
Be sure to take advantage of the time we have designated in the schedule to grow connections with our vendors to learn about
the products and services they offer. I would also invite you to spend a portion of Tuesday morning participating in the “Real
Life Zone” financial literacy event we are hosting during the conference for local students. For many years, MASFAA has hosted
financial literacy events prior to the conference in local schools. We believe that this is the first time we have brought the event
to the conference to encourage a great number of attendees to participate if they choose.
While the Program Committee is working diligently to keep the days of the conference packed with financial aid information, my
fellow Iowans are planning some fun events to keep those conference connections growing. Attendees will be able to watch roller
derby live on Sunday evening and will be shuttled to Celebration Farm on Monday evening for a hog roast and line dancing. We
are hoping that you will open your check book as there will be a silent auction to support our conference charity, Neighborhood
Centers of Johnson County. I understand that there might be some additional fun surprises during this conference, so don’t miss
a moment of it.
In closing, I would like to thank you for attending the conference and supporting MASFAA. This organization is deeply rooted
in providing professional development opportunities and the ability for colleagues to grow life-long connections. I wish you a
productive and enjoyable conference.
Sincerely,
Aaron Steffens
MASFAA President
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MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
Welcome from...
IASFAA President, Kristi Fuller
Greetings and welcome to beautiful Coralville, Iowa for the 2015 MASFAA Conference!
On behalf of the Iowa association, we are very excited to once again host the annual conference in our great state! Planning for
the conference has been underway for many months and we are thrilled to see that many of you came to visit. Hopefully you will
find some time to explore some of the attractions around the Coralville area before returning to your home state.
The theme for this year’s conference, “Growing Connections for Success” highlights the many connections and opportunities we
have within NASFAA, MASFAA and our state associations. We plant our roots in our offices, but each of these associations helps
us grow as we fulfill our mission of assisting students attain their dreams of a higher education.
Enjoy your visit to Iowa and welcome!
Kristi Fuller
2015-16 IASFAA President
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
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H e l p f u l I n fo r m at i o n !
c
Conference Registration: Located on the first floor of the Coralville Marriott Hotel and Conference Center.
c
Conference Events: All Conference events will be held in the Coralville Marriott Hotel and Conference Center.
c
Name Badges: Name badges are required for admission to all conference sessions,
Registration will open at 9:00 AM Sunday, October 4, 2015.
Sessions are held on the 1st floor.
meal functions and the exhibit hall. If you misplace your badge, visit the MASFAA
registration area to obtain a replacement. We ask that you recycle your badge at the
end of the conference by leaving it on the table at the closing session.
Purchasing Meals For Guests: You may purchase meals for a non-registration paying
guest from the Registration area. The price of meals will reflect actual MASFAA cost.
c
Exhibitors: Be sure to visit the MASFAA exhibitors in the hotel foyer.
Charity: Support this year’s MASFAA charity, The Neighborhood Centers of Johnson
County, by participating in all the different fundraising events planned, like the silent
auction and trivia games. For more information on the charity, visit http://www.ncjc.
org/
c
Smoking: The Coralville Marriott Hotel and Conference Center is a smoke free
environment.
c
Etiquette: Please refrain from talking during presentations or near the doorways of
session rooms while presentations are taking place. Turn electronic devices off or to
vibrate during conference functions.
c
Hotel Information: Check-in is at 4:00 p.m. and check-out is at 12:00 p.m.
Monday Night: Attire is casual. However, you are invited to wear your favorite
western attire – it’s a hog roast, after all! REGISTRATION HOURS:
Sunday: 9am to 5pm
Monday: 7:30am to 5pm
Tuesday: 7:30am to 5pm
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Empowering
You to Make
the BIG…easy
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
Portfolio Navigator and
Action Center break down
the often time-consuming
process of default management
into easy-to-follow steps.
With less than an hour invested
each month, your simple actions
can have a big impact on the
repayment success of your
student loan borrowers.
Visit schools.mygreatlakes.org
Call (888) 686-6919
Contact your Great Lakes representative
MENU
Sunday
Dinner - Tuscan garlic chicken breast with vegetable and roasted rosemary baby Yukon gold potatoes, house salad, breads,
lemon velvet cake and white chocolate raspberry rendezvous
Monday
Breakfast - Rise and Shine buffet - juices, fresh fruit, scrambled eggs, bacon and sausage, home fried potatoes plus yogurt, milk
and cereals.
Lunch - South of the Border buffet - classic chicken tortilla soup with cilantro sour cream, southwest cobb salad with romaine,
tomatoes and peppers with corn, black beans and queso fresco cheese, southwest ranch make your own fajitas: grilled
chicken and grilled skirt steak accompanied with grilled peppers & onions, roasted corn, jalapenos warm flour tortillas,
cheese enchilada with ranchero sauce, ranch beans with tomatoes and garlic spanish rice, sour cream and salsa, cinnamon
sugar churros with honey.
PM Break - Popcorn bar, soft drinks and water
Dinner - Celebration Farm: Hog roast, roast beef, party potatoes, corn/corn on the cob, green beans, coleslaw, assorted
pies and fruit crisps.
Tuesday
Breakfast - Iowa River Landing - juices, fresh fruit, egg stromboli with ham and mozarella, crème brulee French toast with
lavendar cream anglaise, sundried tomato chicken sausage, hash browns plus yogurt, milk and cereals
AM break – Soft drinks and water
Lunch - Panini press buffet - tuscan white bean soup, Caesar salad, caprese salad, cheese tortellini salad, roasted turkey panini,
sirloin panini, French onion grilled cheese
PM break – Assorted cakes, water and coffee.
Dinner – On Your Own
Wednesday
Brunch - Buenos Dias buffet - juices, fruit, breakfast burritos, huevos rancheros, chorizo potato hash, jalepeno corn cakes, plus
yogurt, milk and cereals.
Special dietary needs and vegetarian options will be taken into consideration for those who request it while registering for the conference.
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
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MASFAA E x e c u t i v e C o u n ci l
Aaron Steffens, President
Associate Director
Luther College
Phone: (563) 387-1018 Ext: 1439
Email: [email protected]
Debbie E. Schumm, Treasurer-Elect
Senior Financial Aid Counselor
University of St Francis - Fort Wayne IN
Phone: (260) 399-8003
Email: [email protected]
Susan C. Swisher, President Elect
Executive Director of Financial Aid
Saint Xavier University
Phone: (773) 298-3073
Email: [email protected]
Kim Donat, Delegate-at-Large
Director of Financial Aid
University of Wisconsin - Oshkosh WI
Phone: (920) 424-4025
Email: [email protected]
Sara Beth Holman, Past President
Director of Financial Aid
Lawrence University
Phone: (920) 832-6583
Email: [email protected]
Nick W. Prewett, Delegate-at-Large
Director of Financial Aid
University of Missouri
Phone: (573) 882-6200
Email: [email protected]
Amy R. Gaffney, Vice President
Director of LIFE Advising and Financial Planning
University of Dubuque
Phone: (563) 589-3123
Email: [email protected]
Triena Bodart, Secretary
Director of LIFE Advising and Financial Planning
University of Dubuque
Phone: (563) 589-3123
Email: [email protected]
Val J. Meyers, Treasurer
Associate Director
Michigan State University
Phone: (517) 432-6468
Email: [email protected]
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MASFAA Conference 2015
Growing Connections for Success
Thomas M. Ratliff, Delegate-at-Large
Associate Vice President
Indiana Wesleyan University
Phone: (765) 677-2115
Email: [email protected]
Randy J. Ulses, Delegate-at-Large
Director-Scholarships & Enrollment
University of Cincinnati
Phone: (513) 556-3511
Email: [email protected]
Coralville, Iowa
MASFAA E x e c u t i v e C o u n ci l
Janet M. Ingargiola, Illinois Representative
Director of Financial Aid
Danville Area Community College
Phone: (217) 443-8760
Email: [email protected]
Angela L. Karlin, Missouri Representative
Director of Student Financial Assistance
University of Central Missouri
Phone: (660) 543-4033
Email: [email protected]
Ben Burton, Indiana Representative
Chief Financial Student Resources Officer
Ivy Tech Community College - Central
Phone: (317) 921-4712
Email: [email protected]
Amanda B. Reisinger, Ohio Representative
Director of Financial Aid
Zane State College
Phone: (740) 588-1275
Email: [email protected]
Julie A. Haack, Iowa Representative
Director of Financial Aid
St Ambrose University
Phone: (563) 333-6314
Email: [email protected]
Amanda J. Sites, West Virginia Representative
Director of Financial Aid
Eastern West Virginia Community & Technical College
Phone: (304) 434-8000 Ext: 236
Email: [email protected]
Val J. Meyers, Michigan Representative
Associate Director of Financial Aid
Michigan State University
Phone: (517) 432-6468
Email: [email protected]
Susan M. Teerink, Wisconsin Representative
Director of Financial Aid
Marquette University - Milwaukee WI
Phone: (414) 288-1583
Email: [email protected]
Barbara S. Charboneau, Minnesota Representative
Director of Financial Aid
Dunwoody Institute
Phone: (612) 381-3347
Email: [email protected]
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
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Committee Members
thank
you
Crystal Bruntz, Avila University
Co-Chair
Alicia Frey, Belmont College
serving
on a
Leo Hertling, Purdue University
LeAnn Hoffman, Western Iowa Tech Community College
for
Co-Chair for
Program Committee Members
committee
Matthew Kearney, Fontbonne University
M A S FA A
Aaron Peterson, Anoka Ramsey Community College
Stephanie Petsch, Eastern Michigan University
Michelle Trame, University of Illinois at Urbana-Champaign
Local Arrangements Committee Members
Chair
Gisella Baker, Hawkeye Community College
Renae Armentrout, Southeastern Community College
Debbie Murphy, Great Lakes
Denise Stowman, Drake University
Angie Long, Aveda Institute
Carolyn Schwendemann, Luther College
Chris Morgan, Iowa Wesleyan College
Gary Adams, Iowa Student Loan
Tim Kramer, University Of Dubuque
Cynthia Seyfer, University Of Iowa
Will Shaffner, Mohela
Erin Gjerde-Bailey, Wells Fargo
Joanna Dye, Black Hawk College
Michele Dunn, Grand View University
Teresa Brahm, University of Dubuque Shelly Brimeyer, University Of Iowa
Cory Manning, University of Iowa
Sara Harrington, University Of Iowa
Shannon Amundson, Cornell College
Geistkemper Greg,Saint Ambrose University
Sara Edwards, Inceptia
Schroeder Jennifer, Iowa State University
Julie Voss, ICSAC
Olson Chad, Iowa State University
Renee Miceli, Cornell College
Danielson Erick, ICAN
Terri Gronau, University Of Dubuque
Peterson Brittany, Iowa State University
Beth Cole, University of Iowa
Peters Chad, DMACC
Kelsey Ryder, University of Iowa
Mary Jacobsen, Aspire
Pam Perry, Cornell College
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MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
Committees Chairs
Access (Family Educational Concerns) Steven Foster
University of Michigan
Archives Timothy A. Kremer
Great Lakes
Michiale Schneider
Association Governance and Planning Sara Beth Holman
Lawrence University
Awards Mary Horgan
University of Michigan - Flint
Conference Local Arrangements Gisella Baker
Hawkeye Community College
Conference Program Crystal Bruntz (co-chair)
Avila University
Alicia Frey (co-chair)
Belmont College
Conference Site Selection
Dick Battig (co-chair)
St. Catherine University
Diversity
Jayne Dinse (co-chair)
South Central College-Mankato
Damia Dobbs
West Virginia University - Morgantown
Donor Development Charles (Buddy) Mayfield
Missouri Western
Electronic Communication and Initiatives Melissa Haberman
Madison Area Technical College
Federal IssuesDavid Vikander
Southwest Minnesota State University
Finance and Audit Amy Gaffney
University of Dubuque
Membership Services Mo Amos
Northeastern Illinois University
Nominations and Elections Sara Beth Holman
Lawrence University
Professional Development Heidi CarlWabash College
Research Marcus Szymanoski
DeVry Education Group
Retiree Involvement
Diane Lambart Fleming
Financial Aid Professional Emerita
State Issues and Liaison
Gena Boling
Missouri University of Science & Technology
Summer Institute Program Marvin Smith (co-chair)Indiana University-Purdue University Indianapolis
Karla Weber (co-chair)
University of Wisconsin-Madison
Web ServicesCraig Slaughter
MASFAA Conference 2015
DePauw University
Growing Connections for Success
Coralville, Iowa
10
SERVICE AWARDS
45 Years of Service
Richard Batting, St. Catherine University
40 Years of Service
Dianne Danov, University of Minnesota - Twin Cities
James Malloy, University of Notre Dame
Virginia Washington, Indiana University/Purdue University Indianapolis IN
35 years of Service
Craig Daugherty, Kenyon College
Susan DeGalan, University of Michigan - Flint
Michael Epema, Dordt College
Bruce Foote, University of St Francis - Joliet IL
Dann Mann, University of Illinois at Urbana – Champaign
Wendell Schick, University of Northwestern Ohio
Ciel Senechal, Vocado, LLC
30 years of Service
Sue Allmon, Not Affiliated
Kathy Bialk, Marshall University
Jim Eddy, University of Michigan
Denise Eder, Thrivent Financial
Pam Fowler, University of Michigan
Steven Jorden, A.T. Still University
Janet Ingargiola, Danville Area Community College
Jane Lemke, Wells Fargo EFS
Jan Levsen, Ellucian
Paula Luff, DePaul University
Val Meyers, Michigan State University
Michiale Schneider, Great Lakes Higher Education Corporation
Linda Jo Stamper, UW Colleges – Waukesha
11
MASFAA Conference 2015
25 Years of Service
Janice Barnes, Saint Louis University – Missouri
Becky Davis, Great Lakes Higher Education Corporation
Bro. Justin Hernandez, Conception Seminary
Carol Reed, Union Institute & University
20 Years of Service
Jana Albrecht, Illinois State University - Normal IL
Maureen Amos, Northeastern Illinois University
Diona Brown, FedLoan Servicing / PHEAA
Raina Chezem, ELM Resources
Ada Chin, Illinois Institute of Technology-Downtown Campus
Michele Dunne, Grand View University
Kerry Hallahan, Logan College of Chiropractic
Bill Horn, Great Lakes Higher Education Corporation
Angela Johnson, Cuyahoga Community College
Kimberly M. Jenkins, PNC Bank
Goldie Langley, Franklin University
Deneene Merchant, Hocking College
Jennifer Sassman, Wartburg College
Craig Slaughter, DePauw University
Renee Ulses, SoFi - Social Finance, Inc.
Randy Ulses, University of Cincinnati
Robert Upmeyer, University of Iowa
Tad M. Verdun, University of Chicago
Growing Connections for Success
Coralville, Iowa
MASFAA Retirees
Iowa
Delores Hawkins, Des Moines Area Community College
Linda Pierce, University of Iowa
Illinois
Robert Andersen, Western Illinois University
Laurel Anema, Moraine Valley Community College
Mary Dorrell, Financial Aid Regulatory Resources Career
Education Corporation
Herbert T. Saunders, DeVry Education Group
Michigan
Mark Delorey, Western Michigan University
Indiana
David Falls, Indiana Commission for Higher Education
Richard Hill, Ivy Tech Community College
Barb Jerzyk, Ivy Tech Community College - Gary
Judy Nichols, Ball State University
Ann Franzen-Roha, Ivy Tech Community College – Richmond
Theresa Whelan, Ivy Tech Community College – South Bend
Wisconsin
Susan Fischer, University of Wisconsin –Madison
Michelle Hermes, Ripon College
Mary Rowe, Alverno College
Paul Watson, University of Wisconsin - Stevens Point
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MASFAA Conference 2015
@inceptia
Growing Connections for Success
Coralville, Iowa
12
A
Charity Challenge is being implemented this year in addition to the silent auction! The individual state raising the most
money for the charity will be the honored recipient of a beautiful trophy to display until the next MASFAA conference, plus
bragging rights for an entire year! Additionally, all donations received for the silent auction will earn bonus points comparative
to the item’s actual dollar value. The higher the item’s value, the more bonus points earned!
A Trivia Event is planned for Tuesday evening at the Marriott following dinner on your own. It’s another way your state can
increase your fundraising rank! Form one or more trivia teams of 8 people per team. Each person’s $10 entry fee will be donated
to the charity, and bonus round winners during the tournament will also earn more money. The more teams your state enters,
the better the odds! Hint: Teams with clever themes and costumes earn even more bonus points! Trivia teams and members will
be collected at the conference registration table.
Char
Will ity Chall
en
your
state ge!
win?
!
Neighborhood Centers is a community based, family centered human services agency offering programs in area schools and
neighborhoods in Iowa City.
History
In the fall of 1973, residents from the Pheasant Ridge neighborhood (then known as the Mark IV Apartments) came together out
of a concern for their neighborhood. They were troubled by recent vandalism and disputes between neighbors.
This group of concerned neighbors shared a simple desire to create a more peaceful neighborhood. They decided they needed
a common space – a neighborhood center – where children could gather for safe and fun after school activities - a place where
families could meet to know one another.
They approached apartment management and were given the use of a three-bedroom apartment. In October of 1973
Neighborhood Centers was born.
In 1990, they expanded and built a 6,000 square foot facility on Broadway Street to serve the families in southeast Iowa City. A few years later
they started working in the mobile home neighborhood bringing resources and programs to underserved families. In recent years, they have
offered preschool and after school programs through the Grant Wood and Mark Twain Elementary schools on the east side of Iowa City.
Their family-centered and community-based approach offers a long term commitment to families in the neighborhoods they
serve. By offering a consistent and stable neighborhood presence, they provide a balanced mixture of programs and activities that
build a sense of community and teach new skills.
Youth Programs
NCJC offers a variety of after school and summer programming for school-aged youth that promote leadership and learning
through mentoring, tutoring, health and wellness programs, and pre-employment programs. Programs are offered year round in
neighborhoods and outreach areas.
The four primary programs are: BOOST, LEAD, YES and Summer Camp. LEAD is their Life Enrichment Asset Development
program, which is a college and vocational prep program aimed at High School aged youth, most of whom may be the first to
attend college. The majority of these students are African-American, many of whom were born in Sudan and moved to the U.S.
later in life and now attend West High School or North West Junior High. The LEAD Program has three major components:
After-school Academic Tutoring; Life Skills Groups and; Campus and Career Encounter Visits.
Because the majority of these students are “First Generation,” they and their parents know very little or nothing at all about the
college process and financial aid. Neighborhood Centers offers the programs and resources they need to envision and ultimately
attain a college education.
13
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
Take Note A Capella
Sunday, October 4th – Dinner Entertainment
Discover ® Student Loans
In 2009, a group of young women at the University of Iowa collaborated to create the first all-female A
Cappella group on campus, Take Note. Since its formation, the group has grown and performed throughout
the University of Iowa campus and Iowa City area. Members of the group major in various departments
including Chinese, health, communications, plus a mixture of music interests. The group is entirely studentrun and relies on, as you may have guessed, solely their voices to make music. Last Spring, the group took the
stage at the Sing Strong A Cappella competition in Chicago and will compete in the International Collegiate
A Cappella Association competition this Fall for the first time in school history.
Good grades. Cash reward.
Students who get at least a 3.0 GPA (or equivalent) qualify for a one-time
cash reward of 1% of the loan amount of each new Discover student loan.
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Learn more.
DiscoverStudentLoans.com
Discover Student Loans are made by Discover Bank
MASFAA Conference 2015
Lender ID 831312
1-877-321-5018
©2015 Discover Bank, Member FDIC
Growing Connections for Success
Coralville, Iowa
14
Guest Speakers
General Session Speakers
Peter Dunn
Monday, October 5th, 8:15 – 9:45
“Pete the Planner”
Peter Dunn aka Pete the Planner® is an award-winning financial mind and comedian. He’s a columnist in over 10 regional
newspapers across the United States and most notably in the USA Today. He has authored 10 books, 6 of which were featured
in a nationwide launch at Barnes & Noble stores nationwide in January of 2015. He is host of the popular radio show, The Pete
the Planner Show, on 93 WIBC FM and The Pete the Planner podcast. Pete has appeared regularly on CNN Headline News,
Fox News, Fox Business, as well as numerous nationally syndicated radio programs. In 2012, Cision named Pete the 4th most
influential financial broadcaster in the nation. Enrollment Management Panel
Monday, October 5th, 11:15 – 1:30
Laurie Wolfe, Executive Dean, Student Services, Des Moines Area Community College
Dr. Wolf is currently the Executive Dean of Student Services at Des Moines Area Community College
(DMACC) in Ankeny, Iowa. In this position, Laurie is responsible for district wide student services overseeing
18 different departments, including Financial Aid, Veterans Affairs, and Student Advising/ Counseling. She is also responsible
for the interpretation and implementation of federal and state legislation, regulations, and of policies which affect students
enrolled at DMACC. Prior to joining DMACC, Laurie was on staff at the Iowa College Student Aid Commission (Iowa’s grant,
scholarship and guarantee agency), and the Director of Admissions at Iowa Wesleyan College. Laurie holds a B.A. in English
from Iowa Wesleyan College, an M.A. in Student Development from The University of Iowa, and a Ph.D. in Educational
Leadership and Policy Studies from Iowa State University. Her dissertation topic: A Mixed Method Study of Rural Iowa Latino
High School Students to Determine Barriers to Access. Throughout her higher education career, Dr. Wolf has been active in
advancing student access and choice to higher education. She is a Past National Chair for the National Association of Student
Financial Aid Administrators (NASFAA), a Past President of the Iowa Association (IASFAA) and has served on the Midwest
Association Board. In addition, Laurie was a member of the GAO/DE Task Force on Market Mechanisms (1999-2001), has been
a student financial aid trainer for the U.S. Department of Education, and served on the National Council of Higher Education
Loan Programs (NCHELP) regulatory committee, and assisted in developing financial aid policy positions for the American
Association of Community College (AACC).
Enrollment Management Panel
Brent Gage, Vice President for Enrollment Management, University of Iowa
Dr. Brent Gage joined the University of Iowa on December 15, 2014, as the associate vice president for
enrollment management. He oversees the admissions and financial aid offices and administers the University of Iowa’s efforts to
recruit and enroll students. He came to the UI after most recently serving as the associate provost for enrollment management
at the University of Alabama-Birmingham. Dr. Gage has been involved in higher-education admissions and enrollment since
the mid-1990s and has worked at several institutions including Eastern Illinois University, University of Nebraska-Lincoln, and
Northern Illinois University. He earned his master’s degree in higher-education administration from Eastern Illinois University
and a doctoral degree in higher education administration, leadership, and foundations from Indiana State University. 15
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
Enrollment Management Panel
Laura Linn, Director of Admissions, Drake University
With over 20 years of admission experience, Laura has spent the last 9 years as Director of Admission at her alma mater, Drake
University (BA International Relations and MPA). Laura’s career also includes serving as the Dean of Enrollment Management
at Oklahoma City University and Director of Admission at The Barstow School in Kansas City. She has held a variety of
Executive Board positions with Iowa ACAC, including starting Iowa ACAC’s first “Visit the Hill” program 15 years ago. She
currently serves as a member of the NACAC Professional Development Committee. An avid community volunteer, Laura has
been a member of the Curriculum Committee for the Greater Des Moines Leadership Institute and a leader in the Junior League.
She is particularly passionate about developing young talent and encouraging new
professionals to remain in higher education.
Outside the office, Laura loves to travel, read and is committed to finding more time
to be on the golf course. All these favorites are made better with her husband and
10 year old daughter.
David Skonieczy, Assistant
Tuesday, October 6th, 12:00 – 2:00
Special Agent in Charge
U.S. Department of Education, Office of Inspector General
In 1996, Mr. Skonieczny became a member of the Chicago Investigative Staff. For
twelve years, Mr. Skonieczny worked on a variety of grant procurement, institutional
and single beneficiary fraud investigations involving multiple subjects and numerous
Success Isn’t Winning
criminal statutes. Since December 2007, Mr. Skonieczny has served as the Assistant
The Race.
Special Agent in Charge for the North Central Region which includes the Chicago,
Ann Arbor, and Nashville Field Offices. In this capacity, Mr. Skonieczny oversees
It’s Finishing It.
the daily operations of all three field offices which include the supervision of more
than 80 criminal and civil investigations. Getting your students to the finish
line is what matters most. Whether it’s
Mr. Skonieczny earned a BA in Criminal Justice from St. Ambrose University in
answering questions about enrollment,
explaining financial aid processes or
Davenport, IA. He then earned a Master’s Degree in Business Administration from
preventing student loan default: We
St. Ambrose University while serving as a graduate assistant for the St. Ambrose
help students clear the hurdles and
Athletic Department.
achieve success.
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Find out how we do it. Check out our
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When it comes to loan repayment and default prevention, the
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VSAC is guided by its nonprofit social mission and a desire to provide its
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MASFAA Conference 2015
855.493.1785 | www.edfinancial.com/HES
Growing Connections for Success
Coralville, Iowa
16
Neil E. Sanchez, Special Agent in Charge
Tuesday, October 6th, 12:00 – 2:00
U.S. Department of Education, Office of Inspector General
Neil Sanchez is a Supervisory Special Agent with the United States Department of Education, Office of Inspector General in
Dallas, Texas. Mr. Sanchez is responsible for establishing investigative priorities and strategies to address criminal and civil fraud
activity committed against programs funded and administered by the United States Department of Education. Mr. Sanchez
heads the Dallas and Kansas City offices, which are responsible for nine states: Louisiana, Texas, Oklahoma, Arkansas, Kansas,
Missouri, Nebraska, South Dakota and North Dakota. Prior to his current assignment, Mr. Sanchez worked as a field agent for
approximately eight years and as an Institutional Review Specialist with Federal Student Aid for about seven.
Jeff Baker, Director of the Policy Liaison and Implementation Staff
Tuesday, October 6th, 3:45 – 5:00
Federal Student Aid
Jeff Baker is no stranger to financial aid. He has been a student aid professional for more than 35 years,
starting at the University of Wisconsin at Milwaukee and including almost 20 years at San Francisco State
University. Prior to entering the field of financial aid,
Jeff was a high school teacher in Port Washington Wisconsin. For the past 18 years Jeff has been at the
Department of Education where he is currently the Director of the Policy Liaison and Implementation Staff
for the Department’s Federal Student Aid office. In that capacity he advises senior FSA management on all
statutory, regulatory, and policy matters that relate to the Title IV Federal student aid programs.
Jeff holds a B.S. in Management from Northeastern University, an M.S. in Education from the University of
Wisconsin and has done postgraduate work in higher education administration at the University of Southern
California.
Throughout his financial aid career, Jeff has been an active member of NASFAA serving as a committee chair, trainer and
twice as a Commission Director. He is a past member of the WASFAA Executive Council and a Past President of the California
association. Jeff is the recipient of numerous awards, including NASFAA’s Meritorious Achievement Award and Regional and
State Leadership Award. He has been honored by WASFAA with their Creative Leadership Award and Lifetime Membership
Award and is the recipient of a Distinguished Service Award, President’s Award and Lifetime Membership Award from the
California association. Jeff is also the recipient of a Distinguished Service Award from The College Board.
Dan Mann, Director of Student Financial Aid
University of Illinois, Urbana-Champaign
Tuesday, October 6th, 10:10 – 11:10
Wednesday, October 7th, 8:45 – 9:15
Dan Mann is the Director of Student Financial Aid at the University of Illinois at Urbana-Champaign and serves as the 2015-16
Chair of the National Association of Student Financial Aid Administrators (NASFAA). He has previously served
six years on the NASFAA Board of Directors, two years as MASFAA representative, two years as Treasurer, one
year as Commission Director, and one year as Chair Elect. He is a past National Chair of the Coalition of State
University Aid Administrators (COSUAA), President of the Midwest Association of Student Financial Aid
Administrators (MASFAA), and President of the Illinois Association of Student Financial Aid Administrators
(ILASFAA). He is also a member of the College Board and has served on a variety of professional association
committees as well as a presenter at state, regional and national conferences. In his spare time, Mann likes to
travel, garden, cook, and spend time with family and friends.
17
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
Justin Draeger, President and CEO
Tuesday, October 6th, 2:15 – 3:15
NASFAAWednesday, October 7th, 9:30 – 11:00
Justin Draeger, is President and CEO of the National Association of Student Financial Aid Administrators. He serves as the primary
voice of NASFAA and as the liaison between the association members, the U.S. Congress, federal agencies and the media. Most
of Justin’s career has been devoted to assisting disadvantaged populations achieve their educational goals
and better their communities. Since 2002, Justin has been engaged in either administering, interpreting,
communicating, or developing student financial aid policy. His prior experiences include working as
a financial aid director, regulatory and policy analyst, and spokesperson. He has held senior positions
overseeing government relations, communications, and policy work. Justin is frequently quoted in the
press and has appeared on The Today Show on NBC, National Public Radio, APM’s Marketplace, Fox
Business News, CNBC, and C-SPAN, and is often quoted in national news outlets. Justin currently
serves on the boards of directors of Baker College, the Association Mutual Health Insurance Company,
and other organizations that promote health and education. He earned his undergraduate from Brigham
Young University and his MBA from Baker College. Justin lives in Fairfax, VA with his wife and three children, where he spends
his free time shuttling children to various events, playing racquetball, running or swimming.
Special Guest Speakers
Stephen Case, Senior Operations Manager
Monday, October 5th, 1:45 – 2:45
General Dynamics Information Technology
Stephen Case is a Senior Operations Manager with General Dynamics Information Technology. He has 17 years’ experience in
the area of providing technical support to college financial aid administrators. He has also played an integral part in other federal
programs, including the planning an execution of the 2010 U.S. Census. Stephen manages teams at multiple sites supporting
users of Federal Student Aid systems, including the CPS/SAIG Technical Support, the NSLDS Customer Service Center, and
the FSA ID Help Desk.
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MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
18
Carol Mowbray, Senior Customer Experience Manager
Monday, October 5th, 1:45 – 2:45
General Dynamics Information Technology
Carol Mowbray is senior customer experience manager with General Dynamics Information Technology. She has worked in
the customer service field for more than twenty years and works across functional areas to understand and improve the customer
experience and drive customer satisfaction. She works closely with teams that provide a range of multi-channel contact center
services to federal government clients and that result in more than 15 million citizen contacts per year. She served as Director, Student Financial Aid and Support Services, at Northern Virginia Community College in Annandale,
VA. and Marymount University, Arlington, Virginia. Mowbray has been active professionally on the board of the National
Association of Student Financial Aid Administrators (NASFAA), president of the Southern Association of Student Financial Aid
Administrators (SASFAA) and Virginia Association of Student Financial Aid Administrators.
Monique DiCarlo, Sexual Misconduct Response & Deputy Title IX Coordinator Sunday, October 4th, 3:15 – 4:15
University of Iowa
Monique DiCarlo has served as The University of Iowa Sexual Misconduct Response & Deputy Title IX Coordinator since 2009.
She was an adjunct instructor in the UI School of Social Work for ten years and served as the director of the campus women’s
center for fifteen years. She is a three-time Department of Justice Office on Violence Against Women grantee, bringing over a
million dollars to her collaborative anti-violence work at the UI. Monique received her Masters Degree in Social Work from
the University of Michigan and Certification in Nonprofit Management from St. Ambrose University. Contact information:
[email protected], (319) 335-6200.
Valarie Garr, Diversity Officer and Coordinator of Supplemental Instruction
Tuesday, October 6th, 9:00 – 10:00
University of Iowa College of Nursing
Valerie Garr is a 28 year student services veteran at the University of Iowa and an Adjunct Instructor and Practicum Faculty
Advisor in the University of Iowa College of Education Higher Education and Student Affairs and an Adjunct Instructor in the
UI Leadership Studies Program through the University College. Val works at The University of Iowa College of Nursing as the
diversity director where some of her responsibilities include chairing the College of Nursing’s Diversity Committee, coordinating
the College of Nursing Supplemental Instruction Program, and conducting workshops on cultural competence, health care,
and health disparities. A native of Davenport, Iowa, Valerie received her Bachelor of Arts degree in Journalism and Mass
Communication and her Master of Arts degree in Student Development in Postsecondary Education, both from the University
of Iowa.
Valerie has been employed at the University of Iowa in several capacities including: Director of Diversity Relations & Outreach
in the Office of Admissions; Program Associate/Multicultural Coordinator for Opportunity at Iowa-Office of the Provost;
Academic Planning Counselor in Support Service Programs; and Financial Aid Counselor/Short Term Loan Administrator in
the Office of Student Financial Aid. Her work in these departments helped to create the Advantage Iowa Award, the diversity
section of the Office of Admissions website, a first year student immersion program for underrepresented students called The
Iowa Edge Program, and The Iowa FIRST (Faculty Investing to Recruit Student Talent). She has taught such courses as The
College Transition; Culturally Different In Diverse Settings; and Cultural Tools To Mind Your Business and currently teaches
Professional Seminar in Student Affairs II in the HESA Program and teaches The Self Aware Leader as part of the UI Career
Leadership Academy. Val conducts diversity and cultural competency training for UI campus and various communities. She is a
trainer and leadership facilitator with the UI Affiliate of the National Coalition Building Institute (NCBI Inc.), an international
organization that works to dismantle prejudice and stereotypes.
19
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
Rebecca Jenkins, Director of Marketing and Communication
Monday, October 5th, 4:10 – 5:10
The University of Findlay
Rebecca Jenkins is a marketing and public relations professional with 13 years of experience in strategic public relations, marketing
and internal communication. She currently serves as the director of marketing and communication for The University of Findlay
where she is in charge of marketing strategy, branding, website management, enrollment marketing, media buying and public
relations. In this role, Jenkins has helped lead efforts that have resulted in four consecutive semesters of enrollment increases,
most recently an 8.5 percent increase this fall.
Prior to leading the marketing and communication team at UF, Rebecca served as director of marketing and public relations for
Lima Memorial Health System for five years. Her work there included developing
and implementing an online ER Wait Time campaign, resulting in a 12 percent
increase in ER volumes, and projected $1.2 million in additional revenue.
Her experience also includes working as the public relations officer for The
University of Findlay and a media relations officer for The University of Toledo.
Jenkins holds an M.B.A. in marketing from The University of Toledo and a B.A. in
communication from The University of Findlay. She is a member of the Northwest
Ohio Chapter of PRSA and serves as advisor for Findlay’s PRSSA Chapter. Jenkins
is also a member of the National Association for College Admission Counseling.
LinkedIn Profile: https://www.linkedin.com/profile/
view?id=41457531&trk=nav_responsive_tab_profile
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Growing Connections for Success
Coralville, Iowa
20
Dan Nelson, Chief Institutional Data & Research Officer Tuesday, October 6th, 10:10 – 11:10
Bethel University
Dan Nelson is the Chief Institutional Data & Research Officer at Bethel University in Minnesota. In his 41 years at Bethel, Dan
has also served as Director of Financial Aid (30 years), Assistant to the President, and Vice President for Admissions, Financial
Aid and Retention. Dan graduated from Bethel with a B.A. in Speech and American Studies and has an M.S.A from the
University of Notre Dame in Institutional Administration. He has served in leadership roles in his state and regional financial aid
association and has led the Minnesota ACT Council.
Dan has conducted financial aid surveys for over 25 years, for the Christian College Consortium (1988 – 1998) and the Council
for Christian Colleges & Universities (1999 – present). He has led seminars on several topics, including college financial planning
and ethics in financial aid, as well as serving as a Federal needs analysis trainer. Dan has consulted at over a dozen schools across
the country, and currently is an affiliate consultant with Credo Higher Education, Inc.
Dan and his wife, Nancy have been married for 42 years and have 3 adult children. He has served as the chair of Eagle Brook
Church (largest church in Minnesota) for over 10 years, and recently became the board chair of his denominational district
organization. Dan enjoys swimming, cycling, reading, and music (bass, keyboards).
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MASFAA Conference 2015
Growing Connections for Success
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Coralville, Iowa
Adam Reutzel, Financial Consultant
Tuesday, October 6th, 9:00 – 10:00
Field Consulting Group
Adam Reutzel is a Financial Consultant within the Institutional Business division at TIAA-CREF (www.tiaa-cref.org), a Fortune
100 financial services organization and leading provider of asset management and retirement services for the academic, research,
medical and cultural fields.
Adam Reutzel is a Financial Consultant for the Field Consulting Group, which is composed of more than 300 highly trained,
licensed financial consultants focused on improving individuals’ financial well-being and retirement readiness.
He serves institutions within the Midwest region, and provides financial advice to individuals on income & retirement planning,
and improves their financial literacy through one-on-one sessions and specialized educational workshops serving every life stage.
Adam joined the TIAA-CREF Iowa City team in September of 2014. Prior to joining TIAA-CREF, Adam worked for Edward
Jones in Cedar Rapids, IA as a Financial Advisor. With over 3 year’s experience in the financial services industry Adam has
worked with individuals, small businesses, and various other institutions to provide investment products, retirement plans, and
insurance.
Adam earned his B.A degree in Business Administration and Athletic Training from the Simpson College in Indianola, Iowa. He
is a registered representative with FINRA, holding series 7 and 66 licenses along with insurance licenses in accident, health, life
and annuities in Iowa and throughout the Midwest.
Kim Wells, Training OfficerNumerous Sessions throughout, see agenda.
Federal Student Aid
Kim got her start in the financial aid arena in 1996 (clearly when she was only 12!) as a financial aid counselor at Western Oregon
University. Although that was never her intended career path, once she was in the profession, she was hooked. Starting in 1997,
Kim worked for 3 years for ED in Region X as a Direct Loan Client Account Manager, serving schools in Alaska, Washington,
Idaho and Oregon. In October of 2000, she became a financial aid training specialist for EdFund, a guarantee services provider
for the state of California. She continued to work for EdFund in various positions (and places) until November of 2009. Kim
spent all of 2010 working for Application Processing Division in Washington DC, mostly on the Web team, which manages
some of ED’s web products (FAFSA on the Web, FAA Access to CPS Online, FAFSA4Caster, and PIN). In December 2010, she
accepted a position as a training officer for FSA and returned to the beautiful Pacific Northwest.
When she’s not busy working, Kim enjoys spending time with her husband, traveling to pretty much anywhere, playing with
her adorable golden retriever Kinley, reading, listening to music, spending time with her friends and family, running, and just
generally being in the great outdoors.
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
22
Thank you vendors!
23
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
Thank you vendors!
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
24
Thank you vendors!
25
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
Thank you vendors!
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
26
Sunday, October 4th
9:00 – 9:30 AM Pre-Conference Workshop Check In Oakdale I
9:30 – 11:30 AM
Pre-Conference Workshop: Student Eligibility, NASFAA Credential Workshop
10:00 – 1:00 PM
Exhibitor Setup
Ballroom Foyer
9:00 – 5:00 PM
Registration Open
Lobby Foyer
1:00 – 1:45 PM
Newcomers Reception Oakdale III
Oakdale I
First-time attending a MASFAA conference? Come meet some friendly faces and seasoned conference
attendees and learn more about MASFAA. Start your conference off right by meeting all the people
you want to know!!
2:00 – 3:00 PM
General Session
Speed Dating Roundtables
Coral Ballroom A-B-C
Please join us for a general session of round-table discussions. You will find this session to be fast paced,
fun, and informative. Different moderators will join your table for a ten to fifteen minute discussion on
a variety of topics that affect the financial aid office on a daily basis.
Moderator: Crystal Bruntz, Director of Financial Aid, Avila University
3:00 – 3:15 PM
Refreshment Break
Ballroom Foyer
3:00 – 5:00 PM
Exhibit Area Open
Ballroom Foyer
3:15 – 4:15 PM
Interest Sessions
Enrollment Reporting: Working with Your Registrar
Coral Ballroom Salon D
With all the changes in compliance regulations related to enrollment and student academic standing,
it is more important than ever to have a good working relationship with your Registrar’s Office. This
session will review what one office did to work with their colleagues on the other side of the house to
comply with the reporting requirements for SULA, GE and more recently, the snafus with the National
Clearinghouse.
27
Presenter(s):
Paula Luff, Associate Vice President, DePaul University
Michael Wright, Senior Director of Student Records, DePaul University
Randy Ulses, Director-Scholarships & Enrollment, University of Cincinnati
Moderator:
Amanda Fijal, Senior Executive Director, University Financial Aid & ESA Technologies, University of
Chicago
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
Creating a Successful Peer Mentoring Program
Coral Ballroom Salon E
Ever think to yourself “I’d like to know how other schools have created a peer mentoring program as
it relates to financial aid and/or financial literacy. How are peer mentors compensated, hired, trained,
etc.? What are the duties assigned to peer mentors? How often are they checking in with students they
mentor?” Come to this session to learn answers to all these questions and more!
Presenter(s):
Marcia Osman, Assistant Director, Purdue University
Moderator:
Steven Foster, Assistant Director for Outreach, Office of Financial Aid, University of Michigan
Responding to Your Institutional Title IX and VAWA Obligations
Oakdale IV
This session will review institutional obligations under Title IX and VAWA
(Violence Against Women Act, Sec. 304) to ensure that Financial Aid Officers are equipped to advise
when interpersonal violence matters interface with student employment, aid eligibility, FERPA, and
academic accommodations. The session will include interactive discussion and time to address questions
or concerns that have arisen on your campus.
Presenter(s): Monique DiCarlo, Sexual Misconduct Response & Deputy Title IX Coordinator, University of Iowa
Moderator:
Tina Baskin, Director, College Aid, University of Chicago
Doing More with Less: Finding Balance
Oakdale V
If your budget was cut, would you know how to find other resources to maintain service to students?
Attend this mini-session to learn how to cope with budget cuts by looking elsewhere for resources.
During these rough economic times it’s common to be asked to cut a certain percentage of your budget.
What comes to mind when you’re told to “do more with less”? We’ll provide several suggestions for
finding untapped resources and invite you to share success stories and tips for budget-stretching ideas
at your institution. Specific topics covered include: • Aligning your strategies with your resources •
Uncovering hidden resources – thinking “outside the box” • Tapping into staff strengths
Presenter(s):
Bill Henderson, Senior Marketing Associate, Great Lakes
Kim Donat, Financial Aid Director, University of Wisconsin-Oshkosh
Ean Freels, Financial Aid Director, Des Moines Area Community College
James “Vinny” Vincent, Associate Director, Fontbonne University
Moderator:
Kathy Bialk, Director, Student Financial Assistance, Marshall University
Breaking Down Your Cohort Default Rate
Oakdale II
Your cohort default file can tell you a lot more than just who your defaulters are. You can compare
rates for:
- Those who graduate versus those that don’t
- CDR for different servicers
- FFEL vs. DL
The only things you need are the schdreop file and Excel.
Presenter(s):
Ted Malone, Director of Financial Aid, Purdue University
Melissa Haberman, Associate Dean, Madison Area Technical College
Moderator:
Angela Carlin, Director of Student Financial Assistance, University of Central Missouri
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
28
Changing the Game in Financial Aid Management
Oakdale I
Processing
student
financial
aid
while
maintaining
regulatory
compliance
is
an overwhelming task, especially if you don’t have the right tools. If you want to reduce financial aid
processing time and gain greater compliance, all while helping students achieve their education dreams,
then Vocado may be your answer. See how Vocado approached these challenges and created a solution
that is transforming the financial aid industry. A demonstration of key solution features will be shown.
Presenter(s):
4:25 – 5:25 PM
Ciel Senechal, Vice President of Sales, Vocado, LLC
Mary Jo Terry, Director of Strategic Alliances & Business Development, Vocado, LLC
Interest Sessions
NCAA Bylaw 15: An Introduction to Athletics in Financial Aid
Coral Ballroom Salon D
This session is intended to provide attendees with a basic overview of the NCAA
legislation pertinent to financial aid. The presentation will focus primarily on Division I legislation, but
will include information relevant to a broad audience.
Presenter(s):
Charlie Brunette, Assistant Director of Compliance, University of Missouri
Tessi Taylor, Grant-In-Aid Specialist, University of Illinois
Jana Albrecht, Director of Financial Aid, Illinois State University
Moderator:
Professional Judgment - Growing a Successful Outcome When the Ground is Hard
Frozen
Coral Ballroom Salon E
This session will explore some of the different professional judgments seen in our everyday work
environment. This session will look at professional judgment from a private and public school perspective.
We will look at budget adjustment, income adjustment, and dependency overrides (and whatever else
you, the audience wants to talk about).
Presenter(s):
Nick Prewett, Director of Financial Aid, University of Missouri
Sara Beth Holman, Director of Financial Aid, Lawrence University
Mary Horgan, Assistant Director, University of Michigan - Flint
Moderator:
Assisting Vulnerable Populations Oakdale IV
During this session you will learn how you can help our institutions most vulnerable populations (foster
youth, homeless, at risk populations) with very little resources. From the verification process to the
awarding of funds, you can learn how one little change can help this group be successful.
29
Presenter(s):
Stephanie Petsch, Assistant Director of Financial Aid, Eastern Michigan University
Vickie Crupper, Associate Director for Client Services, The University of Michigan
Shashanta James, Associate Director, Western Michigan University
Moderator:
Gina Boling, Assistant Director, Student Financial Assistance, Missouri University of Science and
Technology
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
Building and Executing a Default Prevention Plan Oakdale V
Is your default rate climbing? Do you want to develop a Default Prevention Plan but don’t know where
to begin? Do you want support from your college but don’t know how to get it? This session is for you.
Learn how to build and execute a default prevention plan that involved the entire institution.
Presenter(s):
Sarah Soper, Director of Financial Aid and Scholarships, Indiana University East
Ben Burton, Director of Financial Aid, Ivy Tech
Katrina Delgrosso, Director, Financial Aid Solution, The College Board
Moderator:
Customer Care: A Higher Level of Customer Service that Comes from Within
Oakdale II
In this profession, you can’t help but know we have intense conversations every day with students (and
families), whether it is focused around funding, SAP, or default. The list could go on. As a professional
it is critical to provide good customer service; but do you have the desire to move it to the WOW level?
It’s time to explore how to do that! We will discuss “FISHing”, Critical Conversations, and dig deep in
to your superpowers!
Presenter(s):
Triena Bodart, Assistant Director, UW-Milwakee
Moderator:
Trueshonda Carmicle, Program Coordinator, The Ohio State University
Portfolio Navigator: It’s Fast, Simple, Smart and it’s FREE!
Oakdale I
We’ve made it FAST and easy for you to identify which students most need your help to get back
on the right path to repaying their loans. Portfolio Navigator provides schools with the ability to
upload student loan data for all servicers and easily use it for targeted outreach to all of your students.
Our Action Center efficiently guides you through SIMPLE steps to accomplish effective, prioritized
outreach to key groups based on your available time, and to easily track your progress. Using Portfolio
Navigator is SMART. And like all Great Lakes tools, Portfolio Navigator and its Action Center are
backed by our experienced representatives and support team. And it’s FREE!
Presenter(s):
Debbie Murphy, Senior Marketing Associate, Great Lakes
Bill Henderson, Senior Marketing Associate, Great Lakes
6:00 PMDinner Coral Ballroom A-B-C
MASFAA and Iowa President’s Welcome
Charity Announcement and Choir
8:00 PM
Roller Derby Event
Exhibit Hall
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
30
Monday, October 5th
7:30 – 5:00 PM
Registration Open
Lobby Foyer
7:00 – 8:00 AMBreakfastCoral Ballroom A-B-C
8:15 – 9:45 AMGeneral SessionCoral Ballroom A-B-C
Why College Savings has Nothing to do with Money - “Pete the Planner”
Peter Dunn a.k.a. Pete the Planner is an award-winning comedian and an award-winning financial
mind. He’s a USA TODAY columnist and the author of ten books, six of which were featured in a
nationwide launch at Barnes & Nobles stores in January of 2015. He is the host of the popular radio
show The Pete the Planner Show on 93 WIBC FM and is a columnist for the Indy Star. Pete has
appeared regularly on CNN Headline News, Fox News, Fox Business as well as numerous nationally
syndicated radio programs. He’s consistently considered one of the top five personal finance experts in
the nation.
Presenter:
Peter Dunn, a.k.a. Pete the Planner
Moderator: Alicia Frey, Associate Dean of Student Financial Aid, Belmont College
10:15 – 11:15 AM
Interest Sessions
Reaching Across the Aisle...An Effective Program Training Track for Campus Bursars
and Registrars on Financial Aid
Coral Ballroom Salon D
Financial Aid regulations no longer stop at the Financial Aid Offices’ doorway. Help train you campus
colleagues through your state association conferences with an effective training track.
Presenter(s):
Lori Vedder, Director of Financial Aid, University of Michigan-Flint
Shashanta James, Associate Director of Financial Aid, Western Michigan University
Moderator:
Stephanie Petsch, Assistant Director, Eastern Michigan University
Student Employment – A High Impact Experience on the University of Iowa Campus
Coral Ballroom Salon E
The University of Iowa has developed a unique multi-pronged approach to student employment. This
approach makes student employment a high impact activity that meets the following goals: connects learning
in the classroom to learning on the job, develops a professional mindset for student employees, development
and understanding of transferable skills, leadership on the job, networking abilities and fostering a sense
of belonging, prepares student employees for the transition to professional employment post-graduation,
and improves the skills of supervisors and the interactions between supervisors and student employees.
University of Iowa staff will share information about the different programs offered on the University
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MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
campus to enhance the student employment experience. Staff will also explain how these programs
developed over the last several years in hopes of encouraging others to try this approach on their
campuses.
Presenter(s):
Cindy Seyfer, Senior Associate Director of Financial Aid and Director of Student Employment,
University of Iowa
Josh Frahm, STEP Program Coordinator, University of Iowa
Moderator:
William Henderson, Senior Marketing Consultant and Lender Liaison, Great Lakes
Verification for 2016-17 Oakdale IV
Are you curious about changes to the verification process for the upcoming
2016-17 award year? If so, this session is for you! The primary focus will include required verification
data items and corresponding documentation for each tracking group, specifically looking at changes
for the 16-17 year.
Presenter(s): Kim Wells, Training Officer, Federal Student Aid
Moderator:
Christina Rose, Relationship Manager, Discover
Targeted Outreach: Nudging Students to Success
Oakdale V
Recent studies have shown powerful impacts of a simple nudge, effectively
and inexpensively. Nudge theory has become popular within the last several years in understanding
more about how to help people make better decisions, manage change, and modify unhealthy behavior.
The concept began with helping people make better decisions about health and wellness, but we can
also incorporate these concepts into the financial aid office. This session will describe some nudges that
have been tried in the financial aid office and their impacts. Come prepared to hear about ‘Nudging
Students to Success’ and to also offer your own ideas on how other financial aid offices can incorporate
simple, cost-effective, nudges.
Presenter(s):
Justin Chase Brown, Director of Scholarships & Financial Aid, University of Nebraska-Lincoln
Gena Boling, Associate Director of Financial Aid, University of Missouri
Moderator:
Becky Davis, Sr. Marketing Associate, Great Lakes
Putting the Puzzle Together: P&P Manuals and Compliance
Oakdale II
Developing a policy and procedure manual is more than writing down what you do. It is a process of
reviewing regulations, talking to colleagues, and confirming processes are working as expected. This
presentation will walk you through the process of developing a policy and procedure document in
compliance with federal regulations using examples of current financial aid topics.
Presenter(s):
Melissa Haberman, Associate Dean, Madison Area Technical College
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
32
Moderator:
Betsy Henkel, Outreach Coordinator, Illinois State University
Take Aim at Your Cohort Default Rate
Oakdale I
When you’re ready to focus on default prevention, you need a complete
cohort management solution to efficiently and effectively target your outreach with student loan
borrowers. The USA Funds Borrower Connect AdvantageTM is a customizable, turnkey solution that
provides schools with the benefits of borrower communication without all the work. Learn how to
analyze, counsel, connect with and track your borrowers to achieve your default prevention goals.
Presenter(s):
Angela Henry, Account Executive, USA Funds
11:15 – 1:30 PM
Lunch Coral Ballroom A-B-C
Student Success Story
Awards
General Session: Enrollment Management Panel
Enrollment Management Administrators from a variety of Iowa institutions of higher education will
speak about their expectations from professionals in our field, perceptions of the industry and their
views on institutional financial aid awarding (merit-based vs. need-based) as it pertains to access,
success, and retention. They will also discuss their views on rising student debt and default rates that
schools are facing. The presentation will be followed up with a question and answer period.
Panelists:
Laurie Wolf, Executive Dean, Student Services, Des Moines Area Community College,
Brent Gage, Vice President for Enrollment Management, University of Iowa,
Laura Linn, Director of Admissions, Drake University
Moderator:
Stephanie Petsch, Assistant Director, Office of Financial Aid, Eastern Michigan University
1:30 – 5:00 PM
Exhibit Area Open
Ballroom Foyer
1:30 – 1:45 PM
Break
1:45 – 2:45 PM
Interest Sessions
Connecting SAP to Retention
Coral Ballroom Salon D
We all want to ensure students are successful and graduate, but we know some will struggle along the
way. This session will discuss the importance of proactive communication about Satisfactory Academic
Progress (SAP) to ensure retention. We will review federal regulations governing SAP and considerations
for developing an SAP policy. Then we will review some case studies of how schools are proactively and
re-actively communicating with students about SAP using video technology and other tools.
Presenter(s):
Ben Burton, Chief Student Financial Resource Office, Ivy Tech Community College
Paul Burke, Vice President, Sales Financial Aid TV
Moderator:
Kristi Fuller, Assistant Director - Continuing Student Programs, Office of Student Financial
Planning, Drake University
33
What We’ve Learned about the FSA ID Customer Experience
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
Coral Ballroom Salon E
In May, 2015, Federal Student Aid officially transitioned from use of the PIN to the use of the FSA ID
to authenticate users (students/parents/borrowers) when accessing FSA websites. During this interactive
session, we will explore what we have learned from a “customer experience” perspective about the
challenges users have encountered in creating and using an FSA ID. We will also discuss suggestions
that could help users to have an improved experience.
Presenter(s):
Moderator:
Stephen Case, Senior Operations Manager, General Dynamics Information Technology
Carol Mowbray, Senior Customer Experience Manager, General Dynamics Information Technology
Emily Janero, Assistant Director of Training and Compliance, Office of Enrollment Services Student
Financial Aid, The Ohio State University
Required Institutional Eligibility Updates to Dept. of ED (PPA and ECAR)
Oakdale IV
They don’t need updating very often, but when they do it really matters and it normally all rests on the
Financial Aid leader’s shoulders. Come learn the absolute requirements and share some best practices
associated with updating your institution’s contractual agreements necessary for Title IV Aid eligibility:
Program Participation Agreement and Eligibility and Certification Approval Report (ECAR).
Presenter(s):
Thomas Ratliff, Associate Vice President, Indiana Wesleyan University
Moderator:
James “Vinny” Vincent, Associate Director, Fontbonne University
You and Your Data: Understanding and Communicating about your Student
Populations
Oakdale V
New directors are frequently asked to provide comprehensive data that explains both expenditures and
student outcomes. Do you know how to organize and present your data in a meaningful way? In a time
of increased demand for measurable outcomes using limited dollars, it’s imperative that financial aid
leaders how to present data about their programs to other campus departments, senior leadership, and
trustees so they can ensure funding. This webinar will review common data requests and illustrate ways
to organize data, understand patterns and trends over time, and communicate potential outcomes to
other offices and decision-makers. Specific topics covered include: • Common data requests made of
financial aid leaders – why, what, and who • Preparing a calendar • Preparing for the unexpected – trust
your sources before predicting outcomes • Techniques for illustrating potential outcomes; tell your
story before someone else does
Presenter(s):
Doug Hess, Senior Marketing Associate, Great Lakes
Ted Malone, Executive Director, Division of Financial Aid, Purdue University
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
34
Moderator:
Laura Rogers, Senior Financial Aid Specialist, Illinois State University
A Closer Look at the Trillion: Borrowing, Repayment, and Default at Iowa’s
Community Colleges
Oakdale II
Ballooning student loan debt and high default rates are challenging the American economy and strangling
the future economic wellbeing of many former college students. Community colleges in Iowa will
present a timely analysis of cohort default rate data that reveals common themes, characteristics, and
trends—such as the role of non-completers with low loan balances who struggle to repay their loans.
Panelists will describe how data-driven approaches have been used to inform state and institutional
practices that encourage healthy borrowing, prevent delinquency, and reduce default.
Presenter(s):
Laurie Wolf, Executive Dean, Student Services, Des Moines Area Community College
Colleen Campbell, Senior Policy Analyst, Association of Community College Trustees
Steve A. Queisser, Vice President-Midwest Director, EdFinancial Services
Moderator: Cheryl Dixon, Loans and Study Abroad Administrator, Purdue University
A Holistic Approach to Student Success on your Campus
Oakdale I
The headlines are everywhere: “Cohort Default Rates on the Rise Again.” “College Students’ Borrowing
at All-Time High.” “Student Loans Are Ruining Students’ Lives.” Although it comes as no surprise to
the financial aid community, rising default rates, increased borrowing rates, increased tuition, as well as
many other factors are adding another burden to already taxed financial aid offices. But, there is relief.
For nearly 30 years, Inceptia has been in the trenches, helping schools of all types and sizes maintain
or lower their cohort default rate and raise the financial knowledge levels of their students. Over our
tenure, we have worked with nearly two million students and 5,500 schools providing outreach and
default prevention services. Join us during this session as we share our holistic approach to student
success to help schools achieve their goals and objectives.
Presenter(s):
Sara Edwards, Strategic Business Director, Inceptia
Matt Nettleton, Strategic Business Director, Inceptia
2:45 – 3:15 PM
Snack Break
3:15 – 4:00 PM
Sector Meetings
Ballroom Foyer
Graduate/Professional and Health Professions
Facilitator:
Coral Ballroom Salon D
Bryant Anderson, Senior Director of Student Services, Illinois College of Optometry
Private Schools
Facilitator:
Heidi Carl, Director of Financial Aid, Wabash College
Community College
35
Coral Ballroom Salon E
MASFAA Conference 2015
Oakdale V
Growing Connections for Success
Coralville, Iowa
Facilitator:
Jamie Petersen, Manager of Student Financial Assistance, Oakton Community College
Associate Members
Oakdale II
Facilitator:
Christina Rose, Relationship Manager, Discover Student Loans
Public – 4 year
Facilitator:
Pam Fowler, Director of Financial Aid, University of Michigan
Oakdale I
4:10 – 5:10 PM
Interest Sessions
Compliance Officer: Do you need me?
Coral Ballroom Salon D
In today’s complex regulatory environment many institutions are choosing to expand their financial aid
staff by adding a position focused on compliance. In this presentation, you will learn the scope of such
positions, and the impact they have had on institutions.
Presenter(s):
Carrie Bishop, Director of Financial Aid Training and Compliance, Ivy Tech Community College
Val Meyers, Associate Director, Office of Financial Aid, Michigan State University
Moderator:
Katherine Allen, Director of Financial Aid and Scholarships, University of Michigan-Dearborn
Administering Aid in Different Academic Calendars
Coral Ballroom Salon E
This session will explain how different types of academic calendars affect the administration of Title
IV aid. Guidance will be provided on how to determine whether a program is structured as standard
term, non-standard term, or non-term and how each calendar structure determines what Pell formula
is required and how academic years are defined for Direct Loans. Presenter(s):
Kim Wells, Training Officer, Federal Student Aid
Moderator:
Heidi Carl, Director of Financial Aid, Wabash College
Communicating Value vs Price - Why Transparency is Key
Oakdale IV
The University of Findlay changed the way it interacts with student and families about paying for college.
The University embarked on a multi-level program that eliminated autonomy between Admissions,
Financial Aid, and the Business Office to become clearer about the cost of college. Findlay also moved
away from the Net Price Calculator, and developed a Total Degree Cost Calculator, allowing students
to know up front the cost of a Findlay education. The results are evidence of the efforts success - 8.5%
enrollment increase, decreased communication from confused students, increased traffic on the offices’
websites and an increase in net tuition revenue.
Presenter(s):
Edward Recker, Director of Financial Aid, The University of Findlay
Rebecca Jenkins, Director of Marketing and Communication, The University of Findlay
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
36
Moderator:
Jamie Petersen, Manager of Student Financial Assistance, Oakton Community College
Growing Connections across the Globe: Study Abroad and Financial Aid
Oakdale V
This session will explore the intricacies of providing students who are participating in study abroad
programs the aid they need to have a successful study abroad experience.
Presenter(s):
Cheryl Dixon, Financial Aid Administrator III, Purdue University - W. Lafayette
Moderator:
Zach Greenlee, Associate Director of Financial Services, Missouri Baptist University
Growing the Pathway to Financial Wellness through Social Media
Oakdale II
This session will discuss and demonstrate the multi-faceted approach of using social media to reach our
students and help them to become financially healthy students.
Presenter(s):
Chandra Owen, Financial Aid Officer III, Michigan State University
Moderator:
Sue Allmon, Financial Aid Consultant
5:30 PM CELEBRATION FARM
Come join us at the Celebration Farm for a casual western, yet very fun and energetic evening! Enjoy a
hog roast feast, a photo op in the Timber Frame Barn, boot-stomping during line dancing, and much
more.
Shuttles running at 5:30 and 6:00 PM
Financial aid management
from Vocado.
Greater compliance. Less effort.
Increased student satisfaction.
Visit our booth at MASFAA
www.vocado.com
37
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
Tuesday, October 6th
7:30 – 5:00 PM
Registration Open
Lobby Foyer
7:30 – 8:45 AM
Breakfast
Coral Ballroom A-B-C
8:00 – 8:45 AM
Breakfast and Business
Meeting
Coral Ballroom A-B-C
7:30 – 12:00 noon
Exhibit Area Open
Ballroom Foyer
8:45 – 9:00 AM
Break
9:00 – 11:00 AM
REAL LIFE ZONE
Exhibit Hall
The Real Life Zone event will host 100 West Liberty High School ninth graders! The Real Life Zone
is an interactive financial management and literacy event where the students will walk to each station,
and be provided options regarding transportation, housing, and other personal financial decision while
trying to balance a budget. This fun and engaging event will be sure to spark interest and curiosity in
the students while they learn to make responsible choices now and in the future.
9:00 – 10:00 AM
Interest Sessions
Exercising Your Diversity Courage Muscle
Coral Ballroom Salon D
An interactive opportunity to expand understanding of our respective identities and how our identities
impact our lens to the world and our relationships with others.
Presenter(s):
Valerie Garr, M.A., Diversity Officer and Coordinator of Supplemental Instruction, University of
Iowa College of Nursing
Moderator:
Karla Weber, Senior Advisor/Front Desk Supervisor, Office of Financial Aid, University of Wisconsin
- Madison
Tomorrow in Focus: Saving for Your Ideal Retirement
Coral Ballroom Salon E
Retirement saving and planning. The real benefit of time in regards to saving. The essential features
of retirement investments.
Presenter(s):
Adam Reutzel, Financial Consultant, TIAA-CREF
Moderator:
Mary Jo Terry, Director, Strategic Alliances & Business Development, Vocado, LLC
Adventures in Needs AnalysisOakdale IV
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
38
Newer financial aid professionals often have little practical experience with the specific data elements
that generate the federal EFC. By experiencing the step by step process of a hand calculation, a FAA
learns and absorbs the impacts of various hypothetical data changes on need-based aid awarding, and so
develops a strong foundation from which to practice professional judgment. Attendees will perform a
dependent student hand calculation, and more importantly will learn how to more knowledgeably address the many ‘what if ’ questions that are posed by students and their families. We will do a dependent
student hand calculation of the federal EFC, then discuss in detail how this skill dramatically improves
our appropriate use of professional judgment in our work.
Presenter(s):
Jim Eddy, Assistant Director-Client Services, University of Michigan
Moderator:
Ciel Senechal, VP of Sales Operations, Vocado LLC
Student Loan Repayment- Alphabet Soup
Oakdale V
This session will explore the many different repayment options including Public Service Loan Forgiveness available to your students as they enter repayment and help you to be able to guide them to a
successful repayment plan.
Presenter(s):
Diona Brown, Public & Proprietary Sector Rep, PHEAA,
Will Shaffner, Director of Business Development, MOHELA
Moderator:
Revae Nelson, Associate Director of Financial Aid, Office of Student Financial Aid, Grinnell College
10:10 – 11:10 AM
Interest Sessions
Understanding Tuition Discounting
Coral Ballroom Salon D
A
general-purpose
review
of
tuition
discounting:
what
it
is,
how
it’s
calculated, how it’s used in higher education planning, how to compare your school with other schools,
and “the one metric that’s more important than the discount rate when assessing institutional health”.
Presenter(s):
Dan Nelson, Chief Institutional Data & Research Officer, Bethel University
Moderator:
Steve Queisser, Vice President Midwest Director, Edfinancial Services
Consumer Information Requirements
Coral Ballroom Salon E
Even though many of the consumer information requirements aren’t specific to financial aid, the responsibility for ensuring that the information is provided often becomes the responsibility of the financial aid office. This session will provide an overview of a selection of consumer information requirements – there are far too many to be able to cover in detail! Attendees will leave with a greater
understanding of the consumer information regulations and with tools to help the financial aid office
meet the regulatory consumer information requirements.
Presenter(s):
Kim Wells, Training Officer, Federal Student Aid
Moderator:
Kim Donat, Director of Financial Aid, University of Wisconsin - Oshkosh
The Ah’Ha’s of Supervising Student Employees: Best Practices and Beyond
39
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
Oakdale IV
Having the tools needed to effectively manage student employees is imperative in today’s workplace.
Do you currently have what you need for optimal success? This session will highlight best practices
from student employment supervisors on how to hire students, understand the challenges of supervising students, recognize and understand your personal management style, and knowing your student
culture. Using these practices, and sharing your own, this session will equip you with a foundation to
be a better supervisor whether if you’re new or seasoned in the area of student employment.
Presenter(s):
Moderator:
Karla Weber, Senior Advisor, University of Wisconsin-Madison
Keyimani Alford, Training Specialist, Great Lakes
Jennifer Shroeder, Program Coordinator, Student Loan Education Office, Iowa State University
Getting Involved in NASFAA
Oakdale V
NASFAA is a member-driven organization that relies on member involvement
in training, public policy development, and advocacy. Learn how you can positively influence NASFAA’s direction and contribute to our vision to shape the future by promoting student access and
success in higher education.
Presenter(s):
Dan Mann, Director of Financial Aid, University of Illinois at Urbana - Champaign
Moderator:
Val Meyers, Associate Director, Office of Financial Aid, Michigan State University
11:25 – 12:10 User Group Breakouts
Banner
Facilitator:
Ted Malone, Executive Director, Division of Financial Aid, Purdue University
CAMS
Facilitator:
Facilitator:
Facilitator:
Facilitator:
12:10 – 2:00 PM
Oakdale V
Nick Prewett, Director of Student Financial Aid, University of Missouri
PowerFaids
Oakdale IV
Sue Swisher, Executive Director of Financial Aid, Saint Xavier University
PeopleSoft
Coral Ballroom Salon E
Zach Greenlee, Associate Director of Financial Services, Missouri Baptist University
Ellucian
Coral Ballroom Salon D
Oakdale II
Crystal Bruntz, Director of Financial Aid, Avila University
Lunch Coral Ballroom A-B-C
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
40
Vendor Appreciation
General Session: Role of the Inspector General and Current Investigative Trends
This presentation will provide a brief overview of the creation of the U.S.
Department of Education’s Office of Inspector General’s Investigative Division (ED/OIG/IS)
and its mission and performance goals. The history of Inspector General Act will be explored and
the important role it played in the creation of ED/OIG/IS. The current ED/OIG Organizational
Structure will be discussed as well as each of its components: Investigations, Audit, Inspection and the
Hotline Complaint System. Specific case examples will be discussed and the specific investigative steps
conducted to bring these cases to fruition.
Presenter(s):
David Skonieczy, Assistant Special Agent in Charge, U.S. Department of Education, Office of
Inspector General
Neil E. Sanchez, Special Agent in Charge, U.S. Department of Education, Office of Inspector
General
Moderator:
Michelle Trame, Senior Associate Director, University of Illinois at Urbana - Champaign
2:00 – 5:00 PM
Exhibit Area Open
2:00 – 2:15 PM
Break
2:15 – 3:15 PM
Interest Sessions
Ballroom Foyer
How to do Data Driven Decision Making
Coral Ballroom Salon D
How many times have you heard the phrase “What does the data show us”? In recent years this has been
a common phrase that administration asks of us with just about every request we throw their way. A
growing number of administrators are convinced that the data driven decision making (D3M) process
can fundamentally change education- from our understanding of what really works with students to
administrative processes and professional development. In this session we have two schools that will
tell us how they use D3M at their institution and how the results have changed or confirmed their
processes. If you attend this session, we promise that you will learn something that will make you look
good to your boss.
Presenter(s):
Moderator:
Gabriela Garfield, Acting Senior Director of Financial Aid, Wayne State University
Nick Prewett, Director of Financial Aid, University of Missouri
Christy Miller, Associate Director, Financial Aid Operations, Office of Financial Aid, University of
Notre Dame
Gainful Employment
41
MASFAA Conference 2015
Coral Ballroom Salon E
Growing Connections for Success
Coralville, Iowa
This session will focus on the recently implemented gainful employment regulations, including what
is a gainful employment program, how metrics will be measured for these programs and how a gainful
employment program retains its Title IV eligibility. While the session will focus primarily on the
regulatory requirements, information will also be provided on the reporting requirements associated
with having gainful employment programs.
Presenter(s):
Kim Wells, Training Officer, Federal Student Aid
Moderator:
LeAnn Hoffman, Director of Financial Aid, Western Iowa Technical Community College
BBAY - Just SAY no, no moreOakdale IV
This session will look at the many different processing options which are opened up by using a Borrow
Based Academic Year (BBAY) This allows for the processing of Federal student loans when the traditional
Scheduled Academic Year simply does not meet the needs of the student and their schedule. Primary
focus will be on BBAY 1, however BBAY 2 and 3 will be touched upon.
Presenter(s):
Thomas Ratliff, Associate Vice President, Indiana Wesleyan University
Krissy Bhaumik, Assistant Director for Special Programs, University of Michigan
Moderator:
Katherine Allen, Director of Financial Aid and Scholarships, University of Michigan - Dearborn
Making the Impossible Choices, Best Practices in Work-Life Balances Oakdale V
By making deliberate choices, looking for efficiencies, and knowing which opportunities to pursue or
turn down, anyone can engage in more fulfilling work at home or in the office. Join NASFAA President
Justin Draeger as he discusses principles, tactics, and tools to achieve a more balanced you!
Presenter(s):
Justin Draeger, President and CEO, NASFAA
Moderator:
Randy Ulses, Director - Scholarships and Enrollment, Student Financial Aid Office, University of
Cincinnati
Finding Balance: Improving your CDR in a Changing Financial Climate to Cultivate
Student Success Oakdale II
Communicating with student loan borrowers helps support the successful repayment of loans and can
improve a college’s cohort default rate (CDR). However, due to increasing to-do lists and staffing limitations,
it has become more difficult than ever to perform outreach and regular communication with students.
When considering default prevention planning, it’s important to find the proper balance. You can take
charge internally, hire an expert vendor, or use a combination of efforts. This presentation shows why
you need a default prevention strategy, regardless of your rate. We’ll also explore the pros and cons of
both outsourcing and insourcing your default prevention strategy, along with tools needed to evaluate
and choose a successful partner if you decide to outsource.
Presenter(s):
Matt Nettleton, Strategic Business Director, Inceptia
Sara Edwards, Strategic Business Director, Inceptia
Amy Gaffney, Director of LIFE Advising and Financial Planning, University of Dubuque
Moderator:
Life Delayed - The Impact of Student Debt
Oakdale I
American Students Assistance a non-profit with over 60 years’ experience helping students manage
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
42
student loan debt will share information from recent white papers and studies they have done on “Life
Delayed.” They will share information on the impact of debt and how it impacts recent alumni future
purchases, alumni giving, and thoughts. How can we help students better manage their debt and
manage their finances? Together we will explore best practices and share ideas
Presenter(s):
Tracy Drechsler, Manager, Higher Education Partnerships, American Student Assistance, SALT
3:15 – 3:45 PM
Snack Break
Ballroom Foyer
3:45 – 5:00 PM
General Session: Federal Update Coral Ballroom A-B-C
Wonder what’s new and what’s coming in Federal Student Aid? Attend this session and hear the official
Federal Student Aid Update from the Department of Education.
Presenter:
Jeff Baker, Director of Policy Liaison and Implementation Staff, Federal Student Aid
Moderator:
Aaron Steffens, Associate Director of Financial Aid, Luther College
5:00 PM EVENING ON YOUR OWN
7:30 PM
Let’s Play TRIVIA (optional)
A Trivia Event is planned for Tuesday evening at the Marriott following dinner on your own. It’s
another way your state can increase your fundraising rank! Form one or more trivia teams of 8 people
per team. Each person’s $10 entry fee will be donated to the charity, and bonus round winners during
the tournament will also earn more money. The more teams your state enters, the better the odds! Hint:
Teams with clever themes and costumes earn even more bonus points! Trivia teams and members will
be collected at the conference registration table.
43
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
Wednesday, October 7th
8:00 – 9:00 AM BreakfastCoral Ballroom A-B-C
8:45 – 9:15 AMGeneral Session
NASFAA Update
Coral Ballroom A-B-C
Presenter:
Dan Mann, Director of Student Financial Aid, University of Illinois, Urbana-Champaign,
Chair of the National Association of Student Financial Aid
Sue Swisher, Executive Director of Financial Aid, Saint Xavier University
Moderator:
9:15 – 9:30 AMBreak
9:30 – 11:00 AM
General Session
NASFAA’s Inside the Beltway Update Coral Ballroom A-B-C
Presenter:
Justin Draeger, President and CEO, NASFAA
Moderator:
Aaron Steffens, Associate Director of Financial Aid, Luther College
11:00 – 11:30 AM
Passing of the Gavel Coral Ballroom A-B-C
Kansas City here we come!
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
44
Simplifying Loan Delivery
and Disbursement
A division of Aspire Resources Inc.
www.iLinkSupport.org
45
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
JOIN US IN WASHINGTON, D.C.
JULY 10-13, 2016
TO CELEBRATE NASFAA’S
50TH ANNIVERSARY!
SPECIAL NASFAA CONFERENCE EVENTS INCLUDE:
Performance by
NASFAA-member Chorus
Success Story Speakers
Time Capsule Ceremony
Anniversary Party Dinner & Dance
Timeline Display
Retiree Reunion
And more!
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
46
S:7.25”
for help getting there,
making it out, and
being able to pay for it all.
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Loans subject to credit approval and school eligibility. PNC encourages students to explore all scholarship, grant and federal borrowing options before applying for a private loan.
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Notes
None47
of ActualMASFAA
Size
CLIENT: PNC BANK
JOB#:
PNC_GEN_M25177
Conference
2015
Growing Connections
for Success
= 1”
SAP#: 10045177-1040-A0
PUB: Education Lending
7.25” x 4.75”
WORK ORDER #: 54810-6.1
7.25” x 4.75”
FILE NAME: PNC_GEN_M25177_D.R2_EducationalLending PUBDATE: N/A
PROJ. MGR: James
Shevlin
Coralville,
Iowa
AE: Diana Ovalle
PROD: Melissa Betancur
AD: Art Boonklan
DATE CREATED: 2-29-2012 3:31 PM
CW: N/A
Notes
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MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
48
49
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
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51
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
Conference
MASFAA Conference 2015
map
Growing Connections for Success
Coralville, Iowa
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53
MASFAA Conference 2015
Growing Connections for Success
Coralville, Iowa
!
E
T
A
D
E
H
T
E
V
A
S
October 2-5, 2016
Kansas City Marriott Downtown
Kansas City, MO
See
YOU
ear!
y
t
x
e
n