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Conference Program GROWING CONNECTIONS FOR SUCCESS MASFAA 2015 MASFAA Fall 2015 Serving the I ndIvIdual Stop by our Booth! e! onferenc c r u o y Enjoy o orward t f k o o l I ith you. w g in it is v -Will Your MASFAA Conference 2015 since 1980 Providing Excellent Service ...one student at a time designated phone line Fao hotline 888.866.4353 1 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 3 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 4 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 5 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 6 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] 7 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 8 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 9 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 Three exciting new product innovations to create healthy financial futures. Financial Avenue | Default Prevention | Verification Gateway Learn more about our new breakthroughs in financial wellness. Visit Inceptia.org. 888.529.2028 | 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. UNDERGRADUATE • HEALTH PROFESSIONS • LAW • MBA • GRADUATE 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. Call Center Financial Aid Outsourcing Default Prevention Consulting We’re here to help! Let’s join forces today. Find out how we do it. Check out our case studies at www.edfinancial.com/ HES or call us at 855-493-1785 for more information. When it comes to loan repayment and default prevention, the Vermont Student Assistance Corporation (VSAC) can help. VSAC is guided by its nonprofit social mission and a desire to provide its customers and professional partners with high-quality, cost-effective support. We offer a variety of options to make repayment as simple as possible. [email protected] toll-free 1-888-307-8722 www.vsacfederalloans.org VSAC, with decades of experience servicing loans under the FFEL program, is now a federal loan servicer for the U.S. Department of Education. VERMONT STUDENT ASSISTANCE CORPORATION A nonprofit serving students and families for 50 years, committed to the satisfaction and trust FEDERAL LOANS of our federal loan customers. 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. STUDENTS CAN ACHIEVE THEIR GOALS With U-fi Student Loans U-fi Student Loans is a new private loan option, offering undergraduate, graduate, and professional degree loans as well as loan refinancing. With U-fi, students benefit from: • No origination fees • Low interest rates • Great customer service • A generous rewards program Visit U-fi.com/PrivateLoans to learn more. 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 Better Decisions with Custom Data Collection & Analysis Award scholarships and need-based aid simply and efficiently. Helping Families Save, Plan, and Pay for College Stop by our booth to learn more or visit NeedAccess.Org Smart Option Student Loan® Competitive Rates. No Origination Fees. Learn more at SallieMae.com Call us at 1-877-279-7172 This information is for borrowers attending degree-granting institutions only. Applications are subject to a requested minimum loan amount of $1,000. Current credit and other eligibility criteria apply. © 2015 Sallie Mae Bank. All rights reserved. Sallie Mae, Smart Option Student Loan, and the Sallie Mae logo are service marks or registered service marks of Sallie Mae Bank or its subsidiaries. SLM Corporation and its subsidiaries, including Sallie Mae Bank, are not sponsored by or agencies of the United States of America. SMSOSL MKT111268 0915 MASFAA Conference 2015 Live, unbiased, personalized answers for your students’ loan repayment questions 1-877-755-HELP Mon – Fri, 10:00 am - 6:30 pm ET 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). Target Your Default Prevention Efforts USA FUNDS BORROWER CONNECT TM Analyze. Data-driven borrower outreach. Connect. Automate borrower contact. Counsel. Personalized repayment advice. Track. Real-time progress reports. 21 MASFAA Conference 2015 Growing Connections for Success Learn more (800) 766-0084 www.borrowerconnect.org 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 31 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. Education Loan Center Private loans. Competitive rates. Online tools. We connect you and your students with everything you need — from variable and fixed-rate loan options to financial education tools, and an extensive support system that helps students throughout their college careers and beyond. See what we’re doing at pnconcampus.com or call 1-800-762-1001 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. ©2015 The PNC Financial Services Group, Inc. All rights reserved. PNC Bank, National Association. Member FDIC 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 122 E. 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Must qualify for membership. 1 35127 R9-15 TURNING YOUR DOLLARS INTO meaningful change Appleton, Wisconsin • Minneapolis, Minnesota • Thriventcu.com • 866-226-5225 • 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 50 51 MASFAA Conference 2015 Growing Connections for Success Coralville, Iowa Conference MASFAA Conference 2015 map Growing Connections for Success Coralville, Iowa 52 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