Ohio Association of Student Financial Aid Administrators

Ohio Association
of Student Financial Aid Administrators
2016 Spring Conference
May 4-6
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Welcome from the
OASFAA President
Dear OASFAA Colleagues,
The Spring 2016 OASFAA Conference is titled, “It ALL starts with us:
Access.Opportunity.Success.” I truly believe that what we do every
day helps all students with Access, Opportunity, and Success. We
offer access to assistance, we give opportunity for too many things
to list, and the best is we get to see students succeed! I encourage all of you to participate in
the spring conference and in the organization as a whole to not only offer all of these things
to yourself, but also your offices, institutions, and students. We start the process of education for so many students, and what a privilege it is.
We are back to having three days of sessions again. We are also back in the regions again,
and I am so excited about being up north in Aurora at The Bertram. I am very happy to announce that for the first time we will be offering a NASFAA Credential class as a preconference workshop on Wednesday morning. In addition to that, we will have our state update with the Ohio Dept of Higher Education and the federal update with an U.S. Department
of Education representative. Justin Dreager from NASFAA will be with us himself on Thursday, and we have a MASFAA representative as well. This is all very exciting. We have many
session offerings for you that will enhance your ability to do your jobs well and still be able to
have fun! There will be awards and the passing of the gavel to our new president.
I can’t wait to spend the evening with you for our entertainment. It will be so much fun! I
realize that a Wine and Canvas event might be new to a lot of you; it will be very enjoyable
and trust me it is fun for the gentlemen too. I hope everyone participates, we will have so
much fun, and you will have a picture to take home with you.
I am excited to share with you what OASFAA has accomplished as an organization this year.
As this year comes to a close as president, I am so glad I had this opportunity, it has been truly amazing. Thank you to all of you for believing in me and supporting me on this path. I
would encourage all of you to get involved in OASFAA however you can! Go for a position
that even makes you a little nervous and you might surprise yourself at what you are capable
of.
Most Sincerely,
Amanda Reisinger
Zane State College
2015-2016 OASFAA President
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2015-16 Executive Committee
President - Amanda Reisinger, Zane State College
President-Elect - Faith Phillips, Central Ohio Technical College/Ohio State Newark
Past-President - Angela Johnson, Cuyahoga Community College –Cleveland
Vice President for Conferences - Lea Mederer, Franklin University
Vice President for Training - Jayme Jarrett, Ohio Northern University
Secretary - Matt Moore, Sinclair Community College
Treasurer - Ed Recker, University of Findlay
Treasurer-Elect - Carolyn McCluskey , Baldwin Wallace University
Northeast Regional Representative - Renee Lamp, Cuyahoga Community College—Parma
Northwest Regional Representative - Gail Houtz, Bowling Green State University
Southeast Regional Representative - Erin Glass, Franklin University
Southwest Regional Representative– Erica Henry, University of Cincinnati
Executive Committee Chairs
Associate Member Relations - Jennifer Kessler, Ursuline College; Mary Lynn Perri, Ursuline College
Association Governance & Planning - Betsy Johnson, Owens Community College; Cheryl Willard, Baldwin
Wallace University
College Goal Sunday - Amanda Haire, Central Ohio Technical College/Ohio State Newark; Carrie Short,
University of Akron
Communications - Trueshonda Carmicle, The Ohio State University
Conference Entertainment - Greg Carlo, Thrivent Financial; Michael Jones, Citizens Bank
Conference Program - Kim Jeffers, PNC Bank
Conference Registration - Ericka Walker-Smith, Baldwin Wallace University
Conference Site - Stephanie Goller, University of Toledo; Scott Lauffer, Lake Erie College
Diversity - Trueshonda Carmicle, The Ohio State University; James McDougal, KEMBA Financial Credit Union
Federal Issues - John Brown, Great Lakes Educational Loan Services, Inc.; Linda Hayes, Good Samaritan College
of Nursing
Finance - Faith Phillips, Central Ohio Technical College/Ohio State Newark
Leadership - Kristy Gardner, The Ohio State University; Kristina Call, Kent State University—Ashtabula
Need Analysis - Stacey Black, Cuyahoga Community College, Nancy Issa, Case Western Reserve University
Membership/New Member Mentor - Donna McCullough, Bryant & Stratton College; Dee Logan-Cosme,
Cuyahoga Community College, Cleveland
Nominations - Faith Phillips, Central Ohio Technical College/Ohio State Newark
Outreach - Jeff Johnston, Sallie Mae; Cody McMillen, University of Dayton; Lindsay Walton, University of
Mount Union
Professional Development - Alicia Frey, Belmont Technical College; Randy Ulses, University of Cincinnati
Research - Sam Selvage, Urbana University
State Issues - Kim Jenerette, Cedarville University; Venus Puliafico, Case Western Reserve University
Support Professionals - Stacy Bernard, Zane State College; Christine West, Everest Institute
Executive Board Liaisons
Ohio Department of Higher Education -Tamika Braswell
Ohio College Access Network - MorraLee Keller
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Conference Planning Committee
Kirby Adams, Sinclair Community College
David Bowman, Great Lakes Educational Loan Services, Inc
Amber Brady, Ohio Department of Higher Education
Tamika Braswell, Ohio Department of Higher Education
John Brown, Great Lakes Educational Loan Services, Inc
Mary Cannon, Hondros College
Greg Carlo, Thrivent Financial
Trueshonda Carmicle, The Ohio State University
Meghann Fraley, University of Rio Grande
Alicia Frey, Belmont College
Kristy Gardner, The Ohio State University
Stephanie Goller, University of Toledo
Regina Harper, Columbus State Community College
Linda Hayes, Good Samaritan College of Nursing
Emily Haynam-Janero, The Ohio State University
Kim Jeffers, PNC Bank
Jeff Johnston, Sallie Mae
MorraLee Keller, National College Access Network
Jennifer Kessler, Ursuline College
Sarah Kilbarger, University of Cincinnati
Renee Lamp, Cuyahoga Community College
Emily Mattison, University of Mount Union
Janet Mayfield, Northcoast Medical Academy
Christina Napier, Kent State University
James McDougal, KEMBA Financial Credit Union
Mary Lynn Perri, Ursuline College
Faith Phillips, Central Ohio Technical College/Ohio State Newark
Amanda Reisinger, Zane State College
Heidi Sisson, First Marblehead Corp
Randy Ulses, University of Cincinnati
Erika Walker-Smith, Baldwin Wallace University
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Past Presidents
2014-15
Angela Johnson, Cuyahoga Community College-Cleveland
2013-14
Randy Green, Wittenberg University
2012-13
Cheryl Willard, Baldwin Wallace University
2011-12
Stephanie Sutton, Lorain County Community College
2010-11
Ann Marie Gruber, Lakeland Community College
2009-10
Randy J. Ulses, University of Cincinnati
2008-09
Betsy Johnson, Owens Community College
2007-08
Amy Baker (Welty), Stark State College
2006-07
Claudia Wenzel, John Carroll University
2005-06
Mary Lynn Perri, Ursuline College
2004-05
Mark Bandré, Ohio Wesleyan University
2003-04
Wendell Schick, Ohio Northern University
2002-03
Mary Kay Freshour, Otterbein University*
2001-02
Brian Paskvan, Owens Community College*
2000-01
Katherine Bontrager, Columbus State Community College
1999-00
Steve England, Stark State College of Technology
1998-99
Brian Paskvan, Owens Community College
1997-98
Kathy Wiesenauer, Sinclair Community College
1996-97
Theodore Hallenbeck, Kent State University
1995-96
Kathy Fay (Milem), The Ohio State University-Newark/COTC
1994-95
Ginny Biada, Baldwin Wallace College
1993-94
Lisa Hanson, Stark Technical College
1992-93
Jeff Zellers, Muskingum College
1991-92
Alex Murdoch, University of Cincinnati
1990-91
Arman Habeggar, University of Findlay
1989-90
Deb Heineman (Johnson), Bowling Green State University
1988-89
Josette Green, Stark Technical College
1987-88
Michele Nemes Meeker (Wade), The Ohio State University
1986-87
James Bauer, Marietta College
1985-86
Karen Berger (Condeni), Ohio Northern University
1984-85
Earl Dowling, University of Cincinnati
1983-84
Gary Rohmann, Mount Vernon Nazarene College
1982-83
Marc Brenner, Ohio Diesel Technical Institute
1981-82
Edwin Below, Baldwin Wallace College
1980-81
Bob Hahn, University of Akron
1979-80
David Darr, Wright State University
1978-79
Paul Orehovec, The College of Wooster
1977-78
Rodney Harrison, The Ohio State University
1976-77
Harry Beck, University of Cincinnati
1975-76
William Bennett, Cleveland State University
1974-75
Donald Chenelle, Case Western Western Reserve University
1973-74
James Hoover, University of Dayton
1972-73
Alan Donley, Hiram College
1971-72
James White, Oberlin College
1970-71
Guy Spitler, Miami University
1969-70
Mac Richardson, Baldwin Wallace College
1968-69
Robert McKay, Bowling Green State University
* Served partial year for 2001-2002
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James W. White Award
The James W. White Award honors James W. White, Director of Financial Aid at Oberlin
College, when he retired in 1990. The award, first presented at Spring Conference 1991, is given annually to a member of OASFAA who exemplifies the dedication to students, to the aid
community, and to the recipient's local community-qualities that were so evident in Jim's
career as a financial aid professional.
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
James McDougal - KEMBA Financial Credit Union
Cheryl Willard - Baldwin Wallace University
Jeff Johnston - Sallie Mae
Bev Dalheim - Lakeland Community College
Mary Arter Bell - US Bank
Roger Eldridge - Great Lakes Higher Education Corporation
Stephanie Sutton - Lorain County Community College
Gary Ulrich - Owens Community College-Findlay Campus
Debra Lee Divers - BGSU Firelands
Geraldine Parker-Thrower - Lakeland Community College
Gregory A. Guzmán - Lourdes College
Lawrence Matthews - Bluffton University
MorraLee Holzapfel - I Know I Can
Steve England - AES/PHEAA
Jerome Weiskittle - Franciscan University of Steubenville
Donald Chenelle - Case Western Reserve University
Arman Habegger - University of Findlay
Lisa K. Mitchell - Student Loan Funding
Ginny Biada - Baldwin-Wallace College
Alex Murdoch - University of Cincinnati
Wendell Schick - Ohio Northern University
Clark Reber - Lourdes College
Michele Nemes Meeker - The Ohio State University
William Bennett - Cleveland State University
Robert Hahn - University of Akron
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Future Financial Aid Training
MASFAA Conference
NASFAA Conference
October 2-5, 2016
Kansas City, MO
July 10-13, 2016
Washington, DC
FSA TRAINING CONFERENCE
For Financial Aid Professionals
November 29-December 2, 2016
Atlanta, GA
Check the OASFAA calendar at www.oasfaa.org for additional training opportunities.
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Support Professional Award
The Support Professional Award, initiated in 1990, recognizes an individual or team of
support/clerical professionals reporting to an OASFAA member. Nominations are submitted to
the Support Professional Committee and the award is made at Spring Conference. The
recipient exemplifies a strong commitment to the student, institution for which they work, and
the financial aid profession.
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
Renee Hales -Oberlin College
Christa McNichols -Mount Vernon Nazarene University
Dawn Langdon - Stark State College
Marion Carter - The Ohio State University
Christina Emerson - Case Western Reserve University
Debra Clark - Central Ohio Technical College
Jennifer Healey - University of Dayton
Kim Kuhajda - Baldwin-Wallace College
Jenny Rumpler and Pat Tobis - Miami University
Tracy Febel - Lakeland Community College
Ann Cano - University of Dayton
Janet Crawford, Lee Ann Timmerman, Sherry Benjamin,
Kathy Sybert - Ohio Northern University
Dottie Chapman - Bluffton College
Tenley Peterson - University of Toledo
Annie Johnson - The Ohio State University
Shannon Maag - Lima Technical College
Darlene Burns - Walsh University
Stephanie Medley - Belmont Technical College
Bea Pettaway - Medical College of Ohio
Sandy Vilkowski - Miami University
Laura Witt - NE Ohio College of Medicine
JoAnn Evans, Kathy Stripling, Carrie Lemle, Kevin Paskvan - Owens Community
College
Lola Hauss - Capital University
Debbie Back, Linda Will, Marcia Mitchell, Anthony Boniella, Evelyn Harris,
Patricia Rakestraw, Candace McGowan, Rodney Gross, Cheryl GriffinDaugherty, Robin McLemore, Rutha Lacking - Sinclair Community College
Andrea Hines - Oberlin College
Barb Noonan and Kent McKenzie - University of Toledo
Barbara Birk - Capital University
Kathi Richards - Edison Community College
Judy Cook - University of Findlay
Melissa Chandler - Lakeland Community College
Carol Benedum, Meilani Cook, Marge Smith - Stark Technical College
Janet Crawford - Ohio Northern University
Becky Heaton - Mount Vernon Nazarene
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Sandy Miller - Ohio University
Ruth Murphy - Marietta College
Mission Statement
The mission of the Ohio Association of Student Financial Aid Administrators shall be to
ensure access to higher education through the promotion of financial aid awareness.
Further, the mission of the Association is to affect public policy initiatives, to promote
ethical administration of student aid programs, and to encourage an environment of
cooperation among individuals, agencies, organizations and educational institutions to
better serve all student populations.
Conference Policies
Please be aware of your institution’s
ethics policy as related to Ohio Revised
Code 2921.43(A) and 102.03 (D) and (E)
when participating in conference and
non-conference events.
Nametags are required for admittance
to conference events. Please be sure to
wear your nametag throughout the
conference.
If you are a vendor but not exhibiting,
please refrain from conducting business in
the exhibit area.
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Sponsors and Exhibitors
SPONSORS
Conference Sponsor: Great Lakes Educational Loan
Services, Inc
Presidential Level:
Great Lakes Educational Loan
Services, Inc
Gold Level:
MOHELA
PNC Bank
Silver Level:
KEMBA Financial Credit Union
EXHIBITORS
American Student Assistance
(ASA/SALT)
Inceptia
KEMBA Financial Credit Union
KHEAA
MOHELA
PNC Bank
Thrivent Financial
USA Funds
Wells Fargo Education Financial Services
Citizens Bank
College Advantage
Commerce Bank
Discover Student Loans
Education First Credit Union
EdFinancial Services
ELM Resources
First Marblehead Corporation
Great Lakes Educational Loan Services, Inc
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Wednesday, May 4
9am-9:30am
NASFAA CREDENTIALS REGISTRATION –Rotunda
9am-12pm
CONFERENCE REGISTRATION OPEN -Rotunda
9:30am-11:30am
NASFAA CREDENTIALS TRAINING (Requires Preregistration)
Presenters: Lindsay Walton, Assistant Director of Student Financial Services, University of Mount Union; Emily
Haynam-Janero, Assistant Director for Compliance and Training, The Ohio State University.
Moderator: Amanda Reisinger, Director of Student Financial Aid, Zane State College
Participants will be able to describe the general student eligibility criteria, and how database match
results and National Student Loan Data System (NSLDS) information are used to determine and
monitor student eligibility. Participants will be able to explain how certain types of courses and
educational programs may have an impact on student eligibility.
11am-12pm
EXHIBITS OPEN –Atrium & McKinley Pre-Function Area
12pm-1:30pm
LUNCH -McKinley Grand Ballroom
Sponsored by Great Lakes Educational Loan Services, Inc
Opening Session and President’s Welcome
MASFAA Update: Thomas Ratliff, MASFAA President-Elect,
Associate Vice President for Financial Aid, Indiana Wesleyan University
1:30pm-5pm
REGISTRATION OPEN –Rotunda
1:30pm-5pm
EXHIBITS OPEN –Atrium & McKinley Pre-Function Area
1:40pm-2:30pm
INTEREST SESSIONS
New Member Welcome/Introduction to OASFAA –Garfield A
Presenter/Moderator: Faith Phillips, Director, Financial Aid, Central Ohio Technical College/Ohio State
University, Newark; Emily Haynam-Janero, Assistant Director Compliance and Training, The Ohio State University
So you are attending your first OASFAA Conference…NOW WHAT? Attend this session to meet some friendly
faces as we celebrate your membership and introduce you to OASFAA. This is a great opportunity for you to
meet other new members and learn about OASFAA member benefits.
Revamping College Goal Sunday –Grant A
Presenter/Moderator: MorraLee Keller, Director of Technical Assistance, National College Access Network
Ownership of College Goal Sunday was recently turned over to the National College Access Network (NCAN).
NCAN intends to revamp the national efforts to ramp up FAFSA completion across the country. CGS state will
need to redesign their FAFSA completion efforts. Come learn what OASFAA's Executive Committee is discussing on continuing these outreach efforts in Ohio. It is not too late to provide input. Attendees will also 16
earn about what the FAFSA Completion efforts are starting to look like at the national level.
Wednesday, May 4
1:40pm-2:30pm
INTEREST SESSIONS
Working with Families to Pay Their "Out of Pocket" Expenses –Grant B
Presenter: Greg Carlo, College Relationship Manager, Thrivent Financial
Moderator: Stephanie Goller, University of Toledo
The experience of trying to finance a college education can be very challenging for families,
especially for families that are going through this process for the first time. This session will help
you work with families who are motivated to attend your institution, but need help figuring out how
to not only make it work, but in many cases understand how it can be affordable.
Examining the Financial Challenges of Today's Young Adults –Grant C
Presenter: David Snow, Managing Director, Strategic Partnerships, American Student Assistance (ASA)
Moderator: Renee Lamp, Cuyahoga Community College
Using recent data, this session provides real-life examples with qualitative stories backed by quantitative research on both the financial and psychological challenges that today's young adults face.
Attendees will walk away with a better understanding of how to successfully engage this group to
help them set a foundation for future financial success.
PPY Implications from an Enrollment Management Perspective –Garfield DC
Presenters: T. David Garcia, Senior Associate Vice President for Strategic Enrollment Management, Office of
the Provost, Kent State University; Susan Dileno, Vice President for Enrollment Management, Ohio Wesleyan
University
Moderator: Jeff Johnston, Director, Business Development, Sallie Mae
The White House press release announcing PPY and Early FAFSA stated it would "allow students and
families to determine the true cost of attending college - taking available financial aid into account and make more informed decisions." But what does PPY look like from an Enrollment Management
perspective at 4 year NFP and Public Universities? Join us as our presenters discuss the implications
of PPY and Early FAFSA on the recruitment timeline for 2017-18 and in the years to come.
2:40pm-3:30pm
INTEREST SESSIONS
Retention and Beyond –Garfield A
Presenters: Angela Duraine, Financial Aid Representative, University of Mount Union; Emily Mattison, Director of Student Financial Services, University of Mount Union
Moderator: Emily Mattison
Retention is the name of the game, right? Too often Financial Aid is only involved in Retention if
more money is available to students. Come learn how your Financial Aid Office can make a
difference in retaining your students, even if you don't have more money to offer them. Discover
how you can "sit at the table" at your institution.
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Wednesday, May 4
2:40pm-3:30pm
INTEREST SESSIONS
One Stop Round Table –Garfield DC
Presenter/Moderator: Kristy Gardner, Associate Director, Student Service Center, The Ohio State University
This session will provide conference attendees with an opportunity to chat with colleagues from
other one-stops about best practices and challenges or current issues facing one-stops. Anyone is
welcome whether your school is thinking about a one-stop, has recently implemented one, or your
one-stop has been around for many years.
Teaching Financial Literacy to Adult Students: Different Strokes for Different Folks –Grant A
Presenter/Moderator: John Brown, Regional Marketing Director, Great Lakes Educational Loan Servicing, Inc
Did you know that there is a gap between how adults perceive their financial knowledge and how
they test out? In this session we will be identifying the needs and concerns of adult students and
how you can teach or re-teach financial literacy. The ability to provide targeted financial literacy to
adult students can lead to their success. It all starts with US!
Financial Aid Jeopardy –Grant B
Presenters: Greg Carlo, College Relationship Manager, Thrivent Financial; Heidi Sisson, Relationship Manager, First Marblehead
Moderator: Greg Carlo
A fun interactive way to test your financial aid knowledge and maybe learn something new! Join us
in a game of Financial Aid Jeopardy where you will be split up in teams to see who takes home the
win. Categories will include: FAFSA, Verification, Student Loans and more!
Verification –Grant C
Presenter: Erin Glass, Financial Aid Verification Associate, Franklin University
Moderator: Renee Lamp, Cuyahoga Community College
Verification is a big part of packaging students and there are a lot of rules and regulations about
how to do it correctly. This session will discuss current verification codes and what is required of
the student to satisfy the requirements. Come and find out how other institutions are overcoming
Verification obstacles!
3:30pm-4pm
DESSERT BREAK –Hotel Common Area
Sponsored by MOHELA
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Wednesday, May 4
4pm-4:50pm
INTEREST SESSIONS
Advising Students Via Phone & Email: Best Practices –Grant A
Presenters: Erica Henry, Assistant Director, Financial Aid, University of Cincinnati; Bailey Jordan, Financial Aid
Advisor, University of Cincinnati
Moderator: Jenn Kessler, Ursuline College
This workshop-style session will focus on ways to optimize communications with students over the
phone and through email. We will go over some common obstacles advisors face in these situations, as well as some tips and tools for how to overcome them. Attendees may be called upon to
share their own experiences and how they dealt with them. By the end of the session, participants
will be equipped with some new, creative ideas and a fresh perspective on how they can help
educate and advise students from the comfort of their cubicles.
Managing Student Employees Round Table –Grant B
Presenter/Moderator: Kristy Gardner, Associate Director, Student Service Center, The Ohio State University
This session will provide conference attendees with an opportunity to chat with colleagues about
best practices and challenges associated with managing student workers in the financial aid office.
Consumer Information and Disclosure Requirements –Garfield A
Presenter: Amy Hagar, Director of Financial Aid, Moberly Area Community College (Missouri Association of
Student Financial Aid Personnel {MASFAP}, President Elect)
Moderator: Alicia Frey, Belmont College
With more than 60 different topics institutions are required to provide students, where do you
begin? Who is responsible on your campus for preparing the information? How and when is the
information distributed? The initiative and coordination probably begins within the Financial Aid
office, right? Using NASFAA's Self-Study guide, this session will bring all of the consumer information requirements into one place, including required disclosures of institutional information,
financial assistance information, campus fire and safety, completion and transfer-out rates, and
athletics. We will also discuss disclosures that are commonly cited in program reviews and share
tools and resources that are available to help institutions comply.
A Panel Discussion on How Three Schools Are Implementing Prior, Prior Year (PPY) -Garfield DC
Presenters: Angela Johnson, Executive Director, Enrollment and Financial Aid, Cuyahoga Community College
–Cleveland; Vincent Amoroso, Director of Strategic Initiatives, The Ohio State University; Mark Evans, Director, Student Financial Aid, Kent State University
Moderator: Stephanie Goller, University of Toledo
So you have undoubtedly heard about Prior, Prior Year (PPY), and the larger implications for
students and colleges/universities as changes to the Free Application for Federal Student Aid
(FAFSA) go into effect for the 2017-18 academic year. Come join a panel discussion to learn how
three institutions have decided to implement PPY for year one, and the associated policy changes
that will affect students/families as they navigate the scholarship and financial aid awarding
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process at each school.
Wednesday, May 4
4pm-4:50pm
INTEREST SESSIONS
Managing Conflict while Providing Customer Service –Grant C
Presenter: Dave Bowman, Sr. Marketing Associate, Great Lakes Educational Loan Services, Inc
Moderator: John Brown, Regional Marketing Director, Great Lakes Educational Loan Services, Inc
In order to provide access and opportunity that leads to student success, financial aid professionals
have to focus on at least tow outcomes. One is being an advocate for the student while the other is
adhering to federal, state and institutional rules. In this session we will look at how these two
outcomes can create customer service challenges in the financial aid office, managing conflict:
shifting reaction to response, review ways to provide customer service using the C.A.R.E.S model
and finally walk through a couple of case studies.
5pm-5:30pm
REGIONAL MEETINGS
Northwest:
Northeast:
Southeast :
Southwest :
Grant A
Garfield A
Grant B
Grant C
Dinner and Evening On Your Own
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Thursday, May 5
7:30am-2pm
REGISTRATION OPEN –Rotunda
7:30am-9am
BREAKFAST -McKinley Grand Ballroom
8:30am-9am
OASFAA BUSINESS MEETING -McKinley Grand Ballroom
8am-12pm
EXHIBITS OPEN –Atrium & McKinley Pre-Function Area
9am-9:50am
GENERAL SESSION –McKinley Grand Ballroom
Awards Ceremony
State Update: Jim Bennett, Vice Chancellor for Finance and Data
Management, Ohio Department of Higher Education
10am-10:50pm
INTEREST SESSIONS
HEI Training Session –Garfield DC
Presenters: Amber Brady, Program Manager, Ohio Department of Higher Education; Tamika Braswell, Program Manager, Ohio Department of Higher Education; Lisa Reed, Program Manager, Ohio Department of
Higher Education
Moderator: Tamika Braswell
This session will provide an overview of the state financial aid programs: Nurse Education Assistance
Loan Program (NEALP), Ohio College Opportunity Grant (OCOG) and Ohio War Orphans Scholarship
(WOS) and will cover the financial aid side of the HEI System (restricted outputs, queries, submitting
payment and adjust files and more).
Gainful Employment Reporting –Garfield A
Presenter: Mary Cannon, Director, Student Financial Services, Hondros College
Moderator: Meghann Fraley, University of Rio Grande
Gainful Employment (GE) is a topic of considerable interest to schools. While GE most directly
impacts for-profit schools, both public and private non-profit schools are also affected. GE programs
are designed to prepare our students for gainful employment in their recognized occupation. This
session will focus on the basics of what is required for a successful GE reporting through NSLDS.
The Importance of Hiring a Diverse Staff –Grant A
Presenter: Lisa Givan, Associate Director, Pre-College Initiatives & Diversity Training , Kent State University
Moderator: James McDougal, KEMBA Financial Credit Union
To have a successful institution it is vital that diversity is reflective in the hiring practices of the organization. This session will focus on concrete strategies and a hiring process to mitigate bias and
yield an increased diverse pool of candidates. Core topics covered: The importance of diversity in
hiring; dispelling myths and understanding bias in the process; understanding search committee
roles; diverse recruitment strategies; and, dialogue to share ideas and successful practices.
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Thursday, May 5
10am-10:50am
INTEREST SESSIONS
Connecting the Dots: P&P Manuals and Compliance –Grant B
Presenter: Emily Haynam-Janero, Assistant Director Compliance and Training, The Ohio State University
Moderator: Faith Phillips, Central Ohio Technical College/Ohio State University, Newark
Developing a policy and procedures manual is more than just writing down what you do. Often, you
have to connect many dots, from reviewing regulations, talking to colleagues and confirming how
processes are executed and that they are working like expected. In this presentation, we will walk
through some tips for developing a policy and procedures manual that will help ensure compliance
with federal regulations.
Loan Rehabilitation: A Second Chance for Borrowers –Grant C
Presenter/Moderator: John Brown, Regional Marketing Director, Great Lakes Educational Loan Servicing, Inc
Unlike other types of installment loans, borrowers have an option to redeem themselves if they
default on their federal loans. During this session we will share what happens when a loan defaults,
walk through the nuts and bolts of loan rehabilitation, discuss whether loan rehabilitation is the best
option and share ways you can help your defaulted borrowers. Sometimes access and opportunity
comes after problems occur but success is still possible. It All Starts with Us!
10:50am-11:20am
BEVERAGE BREAK -Hotel Common Area
Sponsored by PNC Bank
11:20am-12:10pm
INTEREST SESSIONS
Third-term OCOG for Community Colleges, Regional Campuses, and other Qualifying Institutions Garfield DC
Presenter/Moderator: Tamika Braswell, Program Manager, Ohio Department of Higher Education
For students attending year-round at a public community college, regional branch campus or an
institution with an adjusted award amount, statute now states that an OCOG award may be distributed for the third-term of the academic year, once Pell grants have been exhausted for that year.
Come hear about the specifications and learn how to request the funds.
Using "Big Data" to Prevent Loan Delinquency and Default –Garfield A
Presenters: Wes Brothers, Director of Financial Aid, Ohio Christian College; George Covino, Vice President,
Default Prevention, USA Funds
The key to a targeted, cost-effective default prevention program is to understand the unique characteristics of your borrowers. Explore how to use data you already have at your disposal to develop
profiles of borrowers who default and those who don't. Learn how one institution used these
profiles to customize default prevention strategies to effectively deploy limited default prevention
resources.
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Thursday, May 5
11:20am-12:10pm
INTEREST SESSIONS
Navigating the World of Athletic Scholarships –Grant A
Presenter: Emily Haynam-Janero, Assistant Director Compliance and Training, The Ohio State University
Moderator: Kirby Adams, Sinclair Community College
This session will give a brief overview of the basic regulations that govern awarding athletic
scholarships at the NAIA and NCAA Division I, II, III levels. We will discuss the very basic concepts of
how athletic scholarships vary from sport to sport, how athletic scholarships are packaged with other
financial aid and best practices in communicating with athletic departments, student-athletes and
parents.
Cultural Competence in Working with Sexual Minority (LGBTQ) Students -Grant B
Presenter: Dianne Kerr, PhD, MCHES Professor in Health Education & Promotion, Provost's Faculty Associate
for Diversity, Equity and Inclusion, Kent State University
Moderator: Christina Napier , Kent State University
This session will present information on sexual minority students, including sexual orientation and
gender minorities. Participants will be given guidelines to deal with these students in a compassionate and professional manner. Possible sources of additional funding for LGBTQ college students will
be described. Providing access, opportunity and success for LGBTQ college students begins with
professional information about these populations
Making the Impossible Choices - Best Practices in Work-Life Balance –Grant C
Presenter: Justin Draeger, President and CEO, NASFAA
Moderator: Randy Ulses, University of Cincinnati
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 our NASFAA
President as he discusses principles, tactics and tools to achieve a more balanced year!
12:15pm-1:45pm
GENERAL SESSION –McKinley Grand Ballroom
Lunch sponsored by MOHELA
NASFAA Update: Justin Draeger, President and CEO, NASFAA
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Thursday, May 5
1:50pm-2:40pm
INTEREST SESSIONS
HB-488 Implementation and the Influence of Military Credit on Satisfactory Academic Progress
(150% Rule) -Garfield A
Presenter: Jared Shank, Director of Military and Apprenticeship Initiatives, Ohio Department of Higher
Education
Moderator: Amber Brady, Ohio Department of Higher Education
This presentation will give an overview of the requirements of HB 488 and a history of the implementation process. The increase in the award of academic credit based on military training, experience,
and coursework has also influenced Satisfactory Academic Progress, in particular, the 150% rule.
This session will examine this issue as well and have an open forum to discuss what options institutions are currently pursuing and if there can be a unified solution.
Your Financial Wellness - Let's Talk about getting YOUR house in order…- Grant A
Presenter: Colin Bell, Financial Associate, Thrivent Financial
Moderator: Greg Carlo, Thrivent Financial
Oftentimes financial aid administrators are tasked with the role of assisting students and families
figuring out how to finance a college education. However, it is also important to ensure that our
own "Financial House" is in order. We invite you to attend a session on understanding your own
personal financial wellness - whether you're ready for retirement, starting a family or even getting
ready to send your own kids off to college. This session will help you learn how to assess and explore
your financial goals.
R2T4's Done Right: Your Opportunity for Success –Grant B
Presenter: Ray Kimmel, Associate Bursar, University of Cincinnati
Moderator: Dave Bowman, Great Lakes Educational Loan Services, Inc
This session provides an opportunity to focus on how to properly complete an R2T4 with a particular
emphasis on withdrawals from modular type classes. The presentation will dig deep in the essential
components of the basic earned aid formula of days completed and the days scheduled to attend.
Identifying and Assisting Unaccompanied Homeless Youth –Grant C
Presenters: Faith Phillips, Director of Financial Aid, Central Ohio Technical College/Ohio State University,
Newark; Kim Jeffers, Campus Relations Manager, PNC Bank
Moderator: Kirby Adams, Sinclair Community College
More and more schools are seeing an increase in students identifying as "unaccompanied homeless
youth." During this session, we will define "unaccompanied and homeless youth," and discuss strategies for identifying and verifying this population. We will conclude with a discussion on the
importance of implementing campus-wide programs to assist this population, including the designation of a Single Point of Contact (SPOC).
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Thursday, May 5
1:50pm-2:40pm
INTEREST SESSIONS
Federal Session: Academic Calendars (Modules) - Garfield DC
Presenter: Zack Goodwin, Training Officer, Federal Student Aid, U.S. Department of Education
Moderator: Regina Harper, Columbus State Community College
All about modules! The ways in which higher education institutions offer academic programs is swiftly
changing, to accommodate the needs of an increasingly diverse student population and to improve access to
education. In this session we will discuss the types of calendars described in the Title IV regulations and how
programs offered in modular or other alternative formats fit into these calendar types. This will promote
understanding of how Title IV financial aid may be made available for such programs while continuing to
maintain compliance.
2:40pm-3:10pm
DESSERT BREAK –Hotel Common Area
Sponsored by KEMBA Financial Credit Union
3:10pm-4pm
INTEREST SESSIONS
Perkins Loan Issues –Garfield DC
Presenter: Zack Goodwin, Training Officer, Federal Student Aid, U.S. Department of Education
Moderator: Linda Hayes, Good Samaritan College of Nursing
Federal Training Officer Zack Goodwin joins OASFAA to share updates on Perkins Loan issues.
Military Education Benefits –Grant A
Presenters: Harry Dulick, Educational Liaison Representative, Veteran’s Administration;
Mary Cannon, Director, Student Financial Services, Hondros College
Moderator: Jeff Johnston, Sallie Mae
Students considering deciding between going to college and joining the armed services have many options to
sort in both how to pay for college, what financial assistance is available to them if they serve, and the timing
of their service versus attending college. Attend this session to skill up on advising students that are considering serving this country as to their options from the Post-9/11 GI Bill, ROTC, and other State and Federal
programs available to them.
Consortium Agreements: Providing Access & Opportunity to Increase Student Success –Grant B
Presenters: Kirby Adams, Financial Aid Officer, Sinclair Community College; Todd Hampel, Financial Aid
Counselor, Franklin University
Moderator: Kirby Adams
Consortium agreements can increase access to higher education for students and provide greater opportunity
for fiscal responsibility while working toward successful degree completion. This session will give an overview
of the definition and basic concept of a financial aid consortium agreement. We will demonstrate how two
institutions with a consortium agreement have developed and maintained their programs. We will also discuss
how the established policy and procedures of these organizations allow students to have the best possible
chance of successfully managing courses at two institutions while staying within federal regulations.
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Thursday, May 5
INTEREST SESSIONS
3:10pm-4pm
College Credit Plus & Financial Aid Implications –Grant C
Presenters: Tim Dorsey, Director-Enrollment Management, Cuyahoga Community College;
Angela Johnson, Executive Director, Enrollment Operations Student Financial Aid & Scholarships,
Cuyahoga Community College –Cleveland
Moderator: Angela Johnson
Cuyahoga Community College has the highest number of students enrolled in CCP in Ohio. CCP is
certainly a first step in access to higher education. This opportunity is being taken advantage of by
thousands of middle and high school students across our state. What are the potential long term
implications for students who amass a large number of college credits prior to graduation? What are
the potential SAP issues that students may face? How is your college communicating to your
current CCP students to make them aware of potential financial aid issues to consider as they
accumulate CCP credits? Come share issues, resolutions and strategies being used at your institutions.
Required Eligibility Updates to Department of ED (PPA and ECAR) -Garfield A
Presenter: Thomas Ratliff, Associate Vice President for Financial Aid, Indiana Wesleyan
University, MASFAA 2016-17 President-Elect
Moderator: Alicia Frey, Belmont College
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 (PPA) and Eligibility and Certification Approval
Report (ECAR).
INTEREST SESSIONS
4:10pm-5pm
Birds of a Feather
Moderators: Amanda Reisinger, Zane State College, Kristy Gardner, The Ohio State University; Emily Mattison,
University of Mount Union; Mary Cannon, Hondros College
Meet with your peers from each sector: 2 and 4 year public, private and proprietary.
2 year public:
Grant C
4 year public:
Grant B
Private:
Garfield A
Proprietary:
Grant A
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Thursday, May 5
5:30pm-6:30pm
DINNER –McKinley Grand Ballroom
Sponsored by Great Lakes Educational Loan Services, Inc
6:30pm-9pm
PRESIDENT’S RECEPTION –Hayes Grand Ballroom
Sponsored by PNC Bank
ENTERTAINMENT -Hayes Grand Ballroom
Sponsored by MOHELA
Are you interested in having a fun night that is new and exciting?
Then come and join us during our canvas painting class on
Thursday, March 5 at 7:00 PM in the Hayes Grand Ballroom.
Not an artist, no worries, our art instructor will help guide you
through step by step instructions on creating your own masterpiece.
All supplies needed are included - canvas, paintbrushes, paint, etc.
Come learn the basics of acrylic painting while enjoying the company
of friends, colleagues, and co-workers.
And be prepared to tap into your inner Picasso!
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Friday, May 6
7:30am-10:30am
REGISTRATION OPEN –Rotunda
7:30am-8:45am
BREAKFAST –McKinley Grand Ballroom
Sponsored by Great Lakes
Educational Loan Services, Inc
9am-9:50am INTEREST SESSIONS
Federal Session: Unusual Enrollment History –Garfield DC
Presenter: Zack Goodwin, Training Officer, Federal Student Aid, U.S. Department of Education
Moderator: Mary Cannon, Hondros College
New and seasoned professionals will want to attend this session. Join Zack Goodwin from the U.S.
Department of ED in an overview of UEH and the requirements of this regulation.
Diversity: The Elephant in the Room –Grant A
Presenter: Christina Napier, Student Financial Aid Counselor, Kent State University
Moderator: Judith Cunningham, Ohio Tuition Trust Authority
This is an interactive session that examines the various challenges that we all may face on a daily basis.
The session is designed to delve into the backgrounds, ideologies, and learned behaviors that shape
our existence. The goal of the session is to help to identify and enlighten our current and past thought
process and help us to expand our views to transformative institutional change. "It all starts with Us."
Engaging Millennials with Money Matters –Grant B
Presenter: Julie Esau, Sr. Manager, Strategic Alliances, SALT
Moderator: Cheryl Willard, Baldwin Wallace University
As professionals and student/alumni advocates, we often try to put ourselves in student’s shoes.
While we have honed our listening and counseling techniques, with a new generation comes new challenges and approaches to life especially when it comes to money matters. This session offers a presentation on some of the financial and psychological challenges that today's young adults face with money
matters and offers some actionable engagement opportunities to speak with students about money
issues that are most prominent in their lives. Attendees will walk away with a better understanding of
the realities and some best practices to successfully engage these students to help them set a foundation for future success.
FSA ID Tips and Tricks Panel –Garfield A
Presenters: Regina Harper, Financial Aid Advisor, Columbus State Community College; Renee Lamp, SFA Advisor,
SFA & Scholarships, Cuyahoga Community College; Carolyn McCluskey, Financial Aid Counselor, Baldwin Wallace
College; Lindsay Walton, Assistant Director of Student Financial Services, University of Mount Union
Moderator: Emily Haynam-Janero, The Ohio State University
A panel of FSA ID experts will help give attendees the tips and tricks they need to help their students
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and parents navigate the creation and recovery of FSA ID information.
Friday, May 6
9am-9:50am
INTEREST SESSIONS
Campus/Office Safety and Active Shooter Situations –Grant C
Presenters: Michelle Ice, Campus Resource Officer, Aurora Police Department; Chris Reiter, Campus Resource
Office, Aurora Police Department
Moderator: Dave Bowman, Great Lakes Educational Loan Services
Your personal safety all starts with you. The officers will give basic, workable ideas and skills that you
can take back to your home, office, and public life that are current in dealing with active shooter
threats. You will be taught the principles of ALICE (Alert, Lockdown, Inform, Counter, Evacuate). This
training prepares individuals to handle the threat of an Active Shooter. ALICE teaches individuals to
participate in their own survival, while leading others to safety. Though no one can guarantee
success in this type of situation, this new set of skills will greatly increase the odds of survival should
anyone face this form of disaster.
10am-10:50am
INTEREST SESSIONS
FAFSA Updates and PPY –Garfield DC
Presenter: Zack Goodwin, Training Officer, Federal Student Aid, U.S. Department of Education
Moderator: Linda Hayes, Good Samaritan College of Nursing
Federal Training Officer, Zack Goodwin joins OASFAA to share FAFSA Updates for 16/17 and PriorPrior Year (PPY).
When Life Gets in the Way: Overcoming Barriers to Successful Implementation of Default Prevention Initiatives –Grant A
Presenters: Deneene Merchant, Executive Director Financial Aid, Hocking College;
George Covino, Vice President Default Prevention, USA Funds
Moderator: Angela Henry, USA Funds
We often set out with the best intentions of implementing debt management and default prevention
activities only to find that "life gets in the way" in terms of reduced funding, staff changes,
new directives and regulations, etc. Following a review of Best Practices, learn from the experience
of one school in terms of what has been successful and what keeps falling off of the list. Participants
would then engage in a guided discussion on how to overcome obstacles to help your students be
successful.
UEH: Understanding the Regulation –Grant B
Presenters: Dianne Maxfield, Assistant Director, Student Financial Services Hondros College;
Mary Cannon, Director, Student Financial Services, Hondros College
Moderator: Mary Cannon
Continue the UEH discussion as this session dives into how to administer this regulation. From policy
and procedure to best practice, the session will include a look at this requirement from a school's
perspective.
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Friday, May 6
INTEREST SESSIONS
10am-10:50am
Financial Stress: The Overwhelming Impact on Students –Grant C
Presenter: Matt Nettleton, Strategic Business Director, Inceptia
Moderator: James McDougal, KEMBA Financial Credit Union
Recent studies have shown both those enrolled students and recent grads are under high levels of
stress. A number of factors contribute to student stress, but very prominent are those related to
student finances. From day-to-day expenditures to the cost of tuition and repayment of loans,
students must learn to address these new post-grad realities. Learn about the top five stressors and
how you can help to relieve those through financial education on your campus.
11:30am-1:45pm
GENERAL SESSION –McKinley Grand Ballroom
Lunch Sponsored by PNC Bank
Federal Update: Zack Goodwin, Training Officer,
Federal Student Aid, U.S. Department of Education
PASSING OF THE GAVEL AND ADJOURNMENT
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Keynote Speakers
Jim Bennett
Jim Bennett serves as the Vice Chancellor for Finance and Data Management at the
Ohio Department of Higher Education. In this capacity, Bennett oversees all financial
activities for the Ohio Department of Higher Education, including the development of
operating and capital budget requests, implementation of policies and procedures for
State subsidy support of public higher education institutions, financial aid and audit
functions, and the collection and reporting of statewide higher education data.
Bennett has held prior positions as Senior Higher Education Analyst and most recently
as Chief of the Education Section at the Ohio Office of Budget and Management
(OBM), where he oversaw budget and policy analysis related to Ohio’s 37 public
institutions of higher education and 1,000 K-12 public education entities.
During his tenure with the State, Jim has worked extensively on numerous statewide higher education
funding consultations and initiatives and he is a former member of the National Association of State
Budget Officers’ (NASBO) Higher Education Finance Advisory Board.
Bennett holds a Bachelor of Science degree, a Master of Science degree, and a Master’s degree in Public
Policy and Management, all received from The Ohio State University.
Thomas Ratliff
Thomas Ratliff is our MASFAA President-Elect and serves as the Associate Vice President of Financial Aid at
Indiana Wesleyan University. He started working in Financial Aid during the Reagan era and has served at
proprietary, public and private colleges ever since. Thomas earned his bachelor’s degree from Ball State
University majoring in Legal Administration and obtained his master’s degree from Kennesaw State College
with a concentration in Human Resource Management.
Thomas has conducted training for the U.S. Department of Education, NASFAA, the College Board, four regional financial aid associations and nine state associations. He has been published in The Student Aid
Transcript magazine and quoted in The Chronicle of Higher Education. He has previously served as
President of the SWASFAA regional financial aid association and Indiana Student Financial Aid Association
(ISFAA). Throughout his career, Thomas has consistently demonstrated his passion for helping students
reach their goals in as effective and affordable way possible.
He and his wife Sheila have two sons, Josh and Elijah; two dachshunds, Bailey and Besonder; plus a wild
Texas lizard who recently stowed away in their car. They enjoy vintage car racing and shows in their two
Chevy Corvairs.
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Keynote Speakers
Justin Draeger
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.
Zack Goodwin
Zack joined the Education Department training team in 2014, after serving for 20 years in higher education
administration at graduate schools, liberal arts colleges, and comprehensive universities in the Midwest and
New England. Most recently he acted as Harvard University’s Financial Aid Compliance and Training
Officer and as the University’s financial aid director for continuing education, leading financial aid
programs for undergraduate, graduate, certificate and high school students.
Zack received a Bachelor of Arts from Bennington College in Vermont, his Master of Public Administration
from the University of Oklahoma, and his Master of Science in kinesiology from the California University
of Pennsylvania. In addition to his training experience with ED, he has developed leadership curricula for
schools and financial aid professional associations, and works in his free time as a personal fitness trainer.
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