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SASFAA TRAINING AND CONFERENCE

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					              2012 SASFAA TRAINING AND CONFERENCE
                               Focusing on What’s Best for Our Students
                                         February 25th - 29th
                 Sheraton Greensboro Hotel at Four Seasons, Greensboro, North Carolina
SATURDAY, FEBRUARY 25, 2012

8 AM – 5 PM           Conference Headquarters Open                             Birch

8 AM – 5 PM           SASFAA Executive Board Meeting                           Oak

1 PM – 5 PM           Early Conference Registration                            Registration Desk 1

1 PM – 5 PM           NCASFAA Hospitality Suite Set-up                         Heritage

SUNDAY, FEBRUARY 26, 2012

8 AM – 5 PM           Conference Headquarters Open                             Birch

8 AM – Noon           SASFAA Executive Board Meeting                           Oak

8 AM – 1 PM           Drayage Company Set-up                                   Pre-function Area III

8 AM – 5 PM           NCASFAA Hospitality Suite                                Heritage

9 AM – 4 PM           New Aid Officers’ Workshop                               Colony A

9 AM – 4:45 PM        Conference Registration                                  Registration Desk 1

Noon – 1 PM           Luncheon for Pre-Conference/New Aid Officers’            Cedar
                      Workshop Participants and Executive Board

1 PM – 3 PM           Vendor Set-up                                            Pre-function Area III

1 PM – 4 PM           Pre-Conference Workshop                                  Colony B
                      “Enhancing the Power of Need-based Aid to
                      Improve Student Access and Persistence”
                      Presenter: Kevin Crockett, Noel-Levitz
                      Moderator: Sarah Baumoff, Kennesaw State University

1:30 PM – 4:30 PM     State Presidents-Elect Workshop                          Colony C

3 PM – 4:45 PM        Vendor Area Open                                         Pre-function Area III

5 PM – 7 PM           Opening Session                                           Imperial ABCD
                      Presentation of Colors
                      “God Bless America”
                      Welcome—Brad Barnett, SASFAA President
                      Welcome—NCASFAA and Local Welcome
                      Key Note Speaker: Dr. Crystal Kuykendall
                      “From Rage to Hope: Strategies for Bringing Out the Best in All Students”
                      Moderator: Kendra Allen, Northern Virginia Community College

7 PM – 8 PM           President’s Reception                                    Club Fifth Season
MONDAY, FEBRUARY 27, 2012

7:30 AM – 8:30 AM   Continental Breakfast                                        Imperial ABCD

7:30 AM – 8:30 AM   SASFAA Past Presidents’ Breakfast                            Joseph’s Restaurant

8 AM – 5 PM         Conference Headquarters Open                                 Birch

8 AM – 5 PM         Conference Registration                                      Registration Desk 1

8 AM – 5 PM         NCASFAA Hospitality Suite                                    Heritage

8 AM – 4:30 PM      Voting Area Open                                             Heritage

8:30 AM – 9:30 AM   General Session — Direct Loans and COD                       Imperial ABCD

                    We’ll briefly look at where we are and where we’ve been, take a look at some
                    of what you - the schools -are doing, talk about the latest Direct Loan and COD
                    modifications for the current award year and what’s in store for award year 2012-2013.

                    Presenter: Wood Mason, U.S. Department of Education
                    Moderator: Keith Reeves, Clemson University

9:30 AM - Noon      Vendor Area Open                                             Pre-function Area III

9:45 AM –           Verification for 2012-2013: What’s New!                      Auditorium IV
10:45 AM
                    This session includes a discussion of regulatory changes for verification effective July 1,
                    2012. You know the basics, but the basics have changed with the new regulations. This
                    discussion will focus on required verification items, IRS Data Retrieval, and documentation.
                    This session will also provide you with tips to help you as you implement the new
                    regulations for the 2012-2013 award year. This session is offered again on Tuesday,
                    February 28th at 10:00 a.m.

                    Presenter: Debra La Grone, NASFAA
                    Moderator: Sarah Dowd, Central Carolina Technical College

9:45 AM –           Consumer Information                                         Augusta
10:45 AM            It’s So/It’s So Not a Financial Aid Thing

                    The regulations include many requirements for consumer information now - from fire
                    safety to retention data. And, recent reports indicate many schools are not meeting
                    requirements and are out of compliance. Come hear from our expert fed about some of the
                    consumer information items that must be disclosed, and then hear from an aid director and
                    an institutional research director about how one campus shares the responsibility to make
                    it work.

                    Presenters: David Bartnicki, U.S. Department of Education
                                Heather Boutell, Bellarmine University
                                David Mahan, Bellarmine University
                    Moderator: Donna Taylor, Virginia Tech
MONDAY, FEBRUARY 27, 2012 (continued)

9:45 AM –      Lessons Learned from the Net Price Calculator                          Pebble Beach
10:45 AM
               All schools scrambled to meet the October 29th deadline for implementing
               a Net Price Calculator as required by federal regulation. Now that the dust
               has settled, what has the impact been? Does the public understand these
               tools? Are they using them? Do they provide apples-to- apples comparisons
               from school to school? Our panelists will discuss the decisions they made with
               regard to their own calculators. They will talk about best practices for teaching
               the public about “net price” – an increasing federal priority – while promoting
               our individual schools positively and honestly. Feel free to share information
               with your colleagues about your own experiences!

               Presenters: Laura Diven-Brown, University of Mississippi
                           Forrest Stuart, Furman University
                           Brent Tener, Vanderbilt University
               Moderator: Aldanzo Pratt, Chase Student Loans

9:45 AM -      Understanding Federal and Special Consolidation Loans                  Tidewater
10:45 AM
               This session is an introduction to Federal Consolidation Loans. We will discuss
               benefits, eligibility, the current in-school consolidation option, and how consolidation
               impacts a school’s default rate. We will review the Public Service Loan Forgiveness
               program. This session will also cover the Special Loan Consolidation Program that
               is in effect through June 2012.

               Presenter: Dana Kelly, Nelnet
               Moderator: Billye Jean Stroud, Discover

9:45 AM –      Creating Debt Strategies: Graduate and Professional Schools            Arrowhead
10:45 AM
               Student loan debt continues to rise. Student debt levels have become more of a
               reality due to the economic times and it is being shared throughout the media. A
               graduate and professional institution will share their perspective on the issue and
               the debt strategies that their institution has managed to impose recently. There will
               also be an opportunity for attendees to share their perspectives and strategies as well.

               Presenter: Brenda Brown , University of Miami School of Law
               Moderator: Neville Watkins, Forsyth Technical Community College

11 AM - Noon   Direct Loan Reconciliation and Program Year Closeout                   Auditorium IV

               We’ll take a look at some of the basic requirements of reconciliation, communication
               between the offices associated with reconciliation, useful reports, the School Account
               Statement, and Program Year Closeout. School representatives will join our federal
               presenter to talk about how they address these topics at their institution and what they do
               that serves them best.

               Presenters: Wood Mason, U.S. Department of Education
                           Denise Mial, North Carolina A&T State University
                           Regina Huggins, Wake Technical Community College
               Moderator: Jeff Daniels, PNC Bank
MONDAY, FEBRUARY 27, 2012 (continued)

11 AM - Noon   Focusing on Social Media: Communication is Not a One-Way Street               Augusta

               Communication is no longer a one-way street. People spend more time on social
               networking sites such as Facebook and Twitter than on personal or work email.
               This group also includes YOUR current students, prospective students, and
               parents! Come learn what has worked for other offices on campus and how you
               can start the “social media conversation” on your campus. What do you need to
               consider? Who’s your audience? Come find out tips and tricks of the social media
               frenzy!

               Presenters: Amy Berrier, University of North Carolina at Greensboro
                           Sonja McMullen, Sallie Mae
               Moderator: Amber Beason, University of Tennessee at Chattanooga

11AM - Noon    Directors’ Roundtable                                                         Pebble Beach

               This session is targeted to the Financial Aid Directors out there - those of you
               who are trying to lead and manage a demanding work environment in an increasingly
               complex world. It’s a juggling act! Directors, you face daunting challenges every day –
               finding resourceful ways to administer your budget, communicate with your boss, supervise
               the millennial employee, enhance enrollment management efforts, wrestle with regulations,
               and do more with less. And, we are continually differentiating (and balancing) the *urgent*
               needs of the office with what is *important*! So networking together has become more
               important than ever -no one understands our world better than those who walk in it. Join
               our director panelists as they facilitate group discussion, share their experiences, identify
               trends, and talk about solutions for moving forward. Come prepared for a lively
               conversation!

               Presenters: Vickie Adams, Jacksonville State University
                           Laura Diven-Brown, University of Mississippi
                           David Gelinas, Davidson College
                           Joan Waters, Chattahoochee Valley Community College
               Moderator: Nicole Verrett, Financial Aid Services

11AM – Noon    The Financial Aid Office’s Role in Recruiting and                             Tidewater
               Retaining the New Diverse Demographic

               Financial aid offices will play an important role in the Nation’s goal of achieving increased
               college enrollment and graduation rates by 2020. To achieve this goal, college access must
               be available to all segments of our diverse population. This means that colleges and
               universities have to be prepared for dramatic demographic trends including increased
               numbers of first-generation students, adult students, millennium students, veterans and
               the disabled. This will require greater cross-cultural communication and realignment of
               personnel and technological resources. Financial aid offices will have to be a quintessential
               player in knocking down the “silos” of communication and data to make sure that this new
               demographic student loan burden is in sync with tomorrow’s job market.

               Presenters: Mike O’Grady, Financial Aid Services
                           Dr. Carlo Salerno, ESM Chaperone
               Moderator: Cindy Peachey, University of South Carolina – Columbia
MONDAY, FEBRUARY 27, 2012 (continued)

11AM – Noon       Understanding the Cohort Default Rate so that you can               Arrowhead
                  explain it on campus

                  Want to learn how the cohort default rate is calculated? Want to reaffirm your
                  knowledge on how the three year cohort default rate is calculated? All these
                  questions will be answered and we will share how you can present the information
                  to fellow administrators and use the information to involve others in understanding
                  an institution’s Federal Cohort Default rate.

                  Presenters: Paul Mittelhammer, NSLP
                              Forrest Stuart, Furman University
                  Moderator: Terria Williams, Claflin University

11 AM – Noon      Ask-A- Fed (one-on-one) with David Bartnicki                        Pre-function Area III

12:15 PM – 1:30 PM Luncheon - NASFAA and Washington Update                            Imperial ABCD

                  Presenter: Justin Draeger, NASFAA
                  Moderator: Naomi Wadkins, Auburn University

1:45 PM - 5 PM    Vendor Area Open                                                    Pre-function Area III

1:45 PM –         Program Integrity – Institutional and Program Eligibility:
2:45 PM           Credit Hours and the Clock to Credit Hour Conversion                Auditorium IV

                  This session will provide an overview of the credit-hour and clock-to-credit-hour
                  provisions of the new program integrity regulations. It will include a review of
                  the definition of a credit hour used for federal purposes, changes to accreditation
                  agency recognition requirements in relation to institutional use of a credit hour,
                  and an in-depth review of the changes in the requirements related to clock-to-credit-hour
                  conversions.

                  Presenter: David Bartnicki, U.S. Department of Education
                  Moderator: Crystal Weir, Murray State University

1:45 PM –         Ready or Not, Here They Come!                                       Augusta
2:45 PM
                  With the USDE performing more onsite program reviews, this session will give you the
                  opportunity to hear from financial aid directors who have recently experienced one. They
                  will discuss what you should do to prepare for the review, what to do during the review,
                  and what you will need to do after the review. The presenters will describe their
                  experience with the reviews from the time of notification to the receipt of the final
                  determination.

                  Presenters: David Mohning, Vanderbilt University
                              William K. Spiers, Jr, Tallahassee Community College
                  Moderator: Brisy Rios-Dube, Great Lakes
MONDAY, FEBRUARY 27, 2012 (continued)

1:45 PM –        Calgon Take Me Away: How to Avoid Burnout in the Often
2:45 PM          Changing World of Financial Aid                                        Pebble Beach

                 This session will help you learn some early warning signs of burn out
                 and will help you find ways to keep your job in the ever changing financial
                 aid office from taking over your life. Learn about resources and tools to help you
                 maintain your sanity and focus on why you do what you do.

                 Presenter: Wayne Harewood, EASFAA Regional Representative
                 Moderator: Robert Givens, University of Mississippi

1:45 PM –        Reauthorization Task Force Listening Session                          Tidewater
2:45 PM
                 Members of the new NASFAA Reauthorization Task Force will conduct
                 a listening session to gather information from the SASFAA membership
                 about topics to be addressed in the next reauthorization of the Higher
                 Education Act scheduled for 2014. To provide an opportunity for everyone
                 to provide input, participants should limit themselves to no more than
                 three topics which can be covered in three minutes. Participants are asked
                 to submit a written copy of their comments if they will have more than three
                 topics.

                 Presenter: Ron Day, Kennesaw State University

1:45 PM –        Creative Awarding with Shrinking Budgets                              Arrowhead
2:45 PM
                 How to leverage aid based on your institution’s enrollment goals.

                 Presenter: Allison Sullivan, University of South Carolina Upstate
                 Moderator: Katie Harrison, South Carolina Tuition Grants Commission


2:45 PM – 3 PM   Break                                                                 Pre-function Area III

3 PM– 4 PM       Legs, Regs, and You                                                   Auditorium IV

                 Understanding the interplay between legislation, regulation, and informal
                 guidance will help you be a more effective financial aid administrator and
                 help you advocate effectively. Join NASFAA President Justin Draeger to discuss
                 the basic structure of regulation and legislation, the difference between the two,
                 and examine real life examples of how you can have an effect on the processes
                 that affect how we do our jobs.

                 Presenter: Justin Draeger, NASFAA
                 Moderator: Zita Barree, Hampden Sydney College
MONDAY, FEBRUARY 27, 2012 (continued)

3 PM - 4 PM   Satisfactory Academic Progress: Best Practices                         Augusta

              Balancing the needs of students with the goals of the institution and federal, state, and
              institutional requirements has always been a challenge when it comes to developing a
              financial aid satisfactory academic progress (SAP) policy. During this session, we will share
              tips and tools that you can use to review your current SAP policy and consumer information
              to make sure your school is in compliance with the current requirements.

              Presenter: Debra La Grone, NASFAA
              Moderator: Nancy Ferguson, University of Georgia

3 PM – 4 PM   Processing Aid for Online Programs                                     Pebble Beach

              Once you discover complete online programs offered in terms other than the standard
              semester on your campus, what do you do next? This session will discuss the basic details
              (determining enrollment, SAP, R2T4, etc.) an aid officer must know and what they must do
              before awarding and disbursing aid to these students.

              Presenter:     Pam Fowler, University of Michigan
              Moderator:     Wanda White, NC Community College System

3 PM – 4 PM   Federal Loan Servicing: Offering New Innovative Services
              for You and Your Borrowers’ Success                                    Tidewater

              Student loans remain the centerpiece to most students’ higher education financing plans,
              and while most schools have the front end, delivery side down, it’s the back end servicing
              that really can make the difference for a student’s long term success. How has the loan
              servicing industry stepped up to meet the borrower’s needs? What is ED doing to establish
              standardization while encouraging competition? What new, innovative, best-in-business
              services are being offered, and how can they help you help students improve the repayment
              experience? Join these federal loan servicers as they discuss effective strategies for success.

              Presenters: David Barnicki, U.S. Department of Education
                          Marjorie Benton, Sallie Mae
                          Dana Kelly, Nelnet
                          Brett Lindquist, Great Lakes Educational Loan Services, Inc.
                          Ryan Pitts, ACS
                          Will Shaffner, MOHELA
                          Dan Weigle, FedLoan Servicing
              Moderator: Diane Cox, University of Tennessee - Chattanooga

3 PM – 4 PM   Private Lender Lists: Focusing on the Why and Why Not                  Arrowhead

              Join us as we discuss the facts of creating a Private Lender List, the reasons why/why not to
              do one. You will receive information on creating a list and what is required by federal
              regulations. Then, two school representatives will discuss their schools’ philosophy of
              having a list and not having a list. Focus on what is best for your school and students!
              Presenters: Nathan Basford, Florida State University
                             Sylvia Jones, Discover
                             Lauren Peavler, Discover
                             Roberta Powell, Wake Forest University

              Moderator: Paul Coscia, Guilford College
MONDAY, FEBRUARY 27, 2012 (continued)

4:15 PM -           Alabama State Meeting                                                  Biltmore A
5 PM                Florida State Meeting                                                  Auditorium IV
                    Georgia State Meeting                                                  Pebble Beach
                    Kentucky State Meeting                                                 Tanglewood
                    Mississippi State Meeting                                              Biltmore B
                    North Carolina State Meeting                                           Augusta
                    South Carolina State Meeting                                           Arrowhead
                    Tennessee State Meeting                                                Tidewater
                    Virginia State Meeting                                                 Morehead

4:15 PM – 5 PM      Ask-A-Fed (one-on-one) with David Bartnicki                            Pre-function Area III

5 PM – 8 PM         Dinner On Your Own

8 PM – 10 PM        SASFAA Bingo                                                           Auditorium II


TUESDAY, FEBRUARY 28, 2012

7:30 AM – 8:30 AM   Continental Breakfast                                                  Imperial ABCD

8 AM – 5 PM         Conference Headquarters Open                                           Birch

8 AM – 11:30 AM     Conference Registration                                                Registration Desk 1

8 AM – 5 PM         NCASFAA Hospitality Suite                                              Heritage

8 AM – 3 PM         Voting Area Open                                                       Heritage

8:30 AM–            General Session—Mitigating Risks of Fraud in the
9:30 AM             Title IV Programs                                                      Imperial ABCD

                    Officials from the U.S. Department of Education, Office of Inspector General (OIG),
                    will discuss their mission and the different types of fraud investigations they conduct.
                    This is an area of increasing concern for both financial aid professionals and the public.
                    Special attention will be given to the OIG’s recently published “Investigative Program
                    Advisory Report”, which focuses on fraud schemes in distance learning programs. Learn
                    the Red Flags to look for to mitigate risk and detect fraud. Cases will be discussed, along
                    with their implications for federal student aid policy.

                    Presenters: Yessyka Santana, U.S. Dept. of Education Office of Inspector General
                                Jeff Gibbons, U.S. Dept. of Education Office of Inspector General
                    Moderator: Allison Sullivan, University of South Carolina Upstate

9:30 AM - Noon      Vendor Area Open                                                       Pre-function Area III
TUESDAY, FEBRUARY 28, 2012 (Continued)

10 AM – 11 AM   Verification for 2012-2013: What’s New!                               Auditorium IV

                This session includes a discussion of regulatory changes for verification effective July 1,
                2012. You know the basics, but the basics have changed with the new regulations. This
                discussion will focus on required verification items, IRS Data Retrieval, and documentation.
                This session will also provide you with tips to help you as you implement the new
                regulations for the 2012-2013 award year. This session is also offered on Monday,
                February 27th at 9:45 a.m.

                Presenter: Debra La Grone, NASFAA
                Moderator: Marcia McConnell, Berry College

10 AM – 11 AM   Top Ten Compliance Issues: Staying Out of Jail                        Augusta

                Have you ever wondered what the most common TIV findings are within audits and
                program reviews? Are you concerned that your office might not be doing everything
                exactly right? If so, then come on in and listen to a discussion on the most recent Top 10
                Compliance Issues found in audits and program reviews.

                Presenter: David Bartnicki, U.S. Department of Education
                Moderator: Kristi Jones, Nelnet Partner Solutions

10 AM – 11 AM   StudentLoans.gov….What Your Students See                              Pebble Beach

                We’ll take a look at the tasks your students and borrowers can complete via
                StudentLoans.gov, what some of the screens look like, and how you can prepare
                them for using this versatile and intuitive FSA website.

                Presenter: Wood Mason, U.S. Department of Education
                Moderator: Colleen MacDonald, Simple Tuition

10 AM – 11 AM   Working Hand-in-Hand to Minimize Default                              Tidewater

                Default prevention can seem overwhelming, but it doesn’t have to be. Understanding
                the roles everyone plays in default prevention is important to maximizing your
                own efforts and results. In this session you will learn how your student loan partner’s
                approach to helping borrowers achieve repayment success can complement your own
                work. We’ll also discuss the 3-year CDR and ways you can minimize your rate.

                Presenter: Tasha McDaniel, Great Lakes Higher Education Guaranty Corporation
                Moderator: Amy Gerber, Great Lakes Higher Education Guaranty Corporation
TUESDAY, FEBRUARY 28, 2012 (Continued)

10 AM – 11 AM   Reports on the Condition of Access, Persistence, & Completion:
                Advisory Committee on Student Financial Assistance             Arrowhead

                Congress has charged the Advisory Committee on Student Financial Assistance to conduct
                studies related to the adequacy of need-based grant aid and maintaining/enhancing access
                and persistence to higher education for low-and moderate-income students. Staff members
                from the committee will provide an update and overview of recently completed and
                ongoing studies, including a report on increasing completion for non-traditional students,
                an evaluation of the implementation of net price calculators, and the final report for the
                higher education regulations study. The focus of the session will be on data and trend
                analyses regarding persistence, completion, and loan debt.

                Presenters: Janet Chen, Advisory Committee on Student Financial Assistance
                            Anthony Jones, Advisory Committee on Student Financial Assistance
                Moderator: Brent Tener, Vanderbilt University

11:15 AM –      Return to Title IV Funds: Back to the Basics                           Auditorium IV
12:15 PM
                Return of Title IV Funds can be a complex component of your administration of Title IV HEA
                programs. This session is intended to teach the basic concepts for aid administrators new
                to R2T4 or those who need to refresh their skills on this topic. Clock and Credit hour
                examples will be discussed.

                Presenter: Dan Klock, U.S. Department of Education
                Moderator: Letrell Thomas, Ogeechee Technical College

11:15 AM –      Cash Management and Business Office Responsibilities                  Augusta
12: 15 PM
                Does the business office stay on top of new rules and changes within TIV that affect their
                processes? This session will discuss cash management rules surrounding the proper
                funding and delivering of TIV aid. Come learn about disbursements, credit balances,
                authorizations, timeframes and so much more.

                Presenter: David Bartnicki, U.S. Department of Education
                Moderator: Vera Riddick, Old Dominion University

11:15 AM -      Q&A: Preventing and Detecting Cases of Fraud and Abuse                Pebble Beach
12:15 PM
                Ensuring that federal aid goes to qualified students is a mission of all financial aid
                administrators. But we must always be on guard against potential fraud and abuse,
                which is becoming more widespread. What can you do? Bring your questions about
                best practices for detecting fraud, areas of vulnerability to monitor, and what to
                report to the Office of Inspector General if you suspect a problem.

                Presenters: Yessyka Santana, U.S. Dept. of Ed Office of Inspector General
                            Jeff Gibbons, U.S. Dept. of Ed Office of Inspector General
                Moderator: Julie Moreno Rehder, ELM Resources
TUESDAY, FEBRUARY 28, 2012 (Continued)

11:15 AM –         Strategies to Increase Student Success in a Diverse World             Tidewater
12:15 PM
                   Today, our society is more diverse than ever before. As financial aid professionals
                   we have to begin looking toward the future in addressing strategies and tools to
                   ensure the success of students living in a diverse world. We must work together
                   with our administration, departments and in our communities to ensure the success
                   of our student population. Make plans to attend this interesting and thought-filled
                   panel discussion with experts from the Student Success team at UNC-Greensboro. In
                   addition, discussions will surround Satisfactory Academic Progress.

                   Presenters: Caitlin Byerly, University of North Carolina - Greensboro
                               Dr. Brett Carter, University of North Carolina – Greensboro
                               Deborah Tollefson, University of North Carolina - Greensboro
                   Moderator: Amy Berrier, University of North Carolina – Greensboro

11:15 AM-          SAP: Creating the Right Fit for Graduate and                          Arrowhead
12:15 PM           Professional Schools

                   Many graduate and professional schools were challenged when it was time to
                   implement the most recent changes to Satisfactory Academic Progress. Graduate and
                   professional programs had to take a hard look at current practices at their institution. This
                   session is an overview of how various graduate and professional institutions took on the
                   task and revamped their SAP Policy to be in compliance.

                   Presenters: Brenda Brown, University of Miami School of Law
                               Philip Hawkins, Kennesaw State University
                               Stacy McCorison, Duke University Medical School
                   Moderator: Kelly Savoie, Sallie Mae

12:15 PM – 1:30 PM Luncheon and Business Meeting                                          Imperial ABCD

1:45 PM – 4 PM     Vendor Area Open                                                      Pre-function Area III

1:45 PM – 4 PM     Ask-A- Fed (one-on-one) with David Bartnicki                          Pre-function Area III

1:45 PM -          Outsourcing: Is This Where We’re Headed?
2:45 PM            What Do You Need to Know?                                             Auditorium IV

                   Is your institution considering outsourcing financial aid functions? Hear the experts
                   who have worked through the process and are utilizing outside professional services
                   to assist with call centers, verification, default management, and more. Learn how to
                   begin, how to talk with your administration, and how to maximize the benefits to students
                   and save money for your institution.

                   Presenters: Jeanne Hinchee, Chattanooga State Community College
                               Dewey Knight, University of Mississippi
                               Donna Price, Austin Peay State University
                   Moderator: Keema Echols, Kenaly Complement
TUESDAY, FEBRUARY 28, 2012 (Continued)

1:45 PM -     Using NASFAA Tools to Assess Your Financial Aid Operations            Augusta
2:45 PM
              NASFAA staff will present different strategies for using NASFAA’s financial aid
              management tools to evaluate and improve your school’s administration of Title IV
              and other student aid programs. Staff will demonstrate how to use the Policies and
              Procedures Tools, Program Eligibility Checklist, and Using Federal Tax Returns
              in Need Analysis to name a few. Staff will also demonstrate how two NASFAA
              Assessment tools, the Standards of Excellence Review program and the Self – Evaluation
              Guide, can help you. This session will also highlight best practices and practical
              ways these friendly tools can help you to enhance daily aid office operations, collaborate
              with others on campus, and stay in compliance with federal regulations.

              Presenter: Debra La Grone, NASFAA
              Moderator: Bonnie Joerschke, University of Georgia

1:45 PM -     Focusing on Teamwork: Building a Relationship Between the
2:45 PM       Financial Aid Office and the Business Office                          Pebble Beach

              The Financial Aid Office and the Business Office go hand in hand, so what can you do to
              foster a positive relationship? This session will help you learn strategies for building
              lasting working relationships with other offices on campus so we can focus on what
              is best for our schools, our staff, and our students.

              Presenter: Nancy Ferguson, University of Georgia
              Moderator: Philip Hawkins, Kennesaw State University

1:45 PM -     Application Processing Updates for 2012-13 and Much More!              Tidewater
2:45 PM
              This session will cover 2012-2013 changes to the Central Processing System (CPS),
              FAFSA on the Web (FOTW) site, and IRS Data Retrieval Process, as well as recent
              legislative changes that impact these systems. We will also review a few changes that
              impacted the 2011-2012 processes and how they will work going forward.
              This session is offered again on Tuesday, February 28th at 4:15 PM.

              Presenter: Ginger Klock, U.S. Department of Education
              Moderator: Laura Keown, Centre College

1:45 PM -     The Training and Development of Staff                                 Arrowhead
2:45 PM
              The Financial Aid Office operates on a very hectic schedule. When do you
              have time to train new staff members? Training, monitoring and evaluating
              knowledge are difficult - but necessary. This session will give advice on how to
              develop and maintain a training manual, decide who does training, evaluate and
              test new staff members’ understanding of complex financial aid processes, and
              decide whether to utilize outside sources, internal sources, webinars or all three
               as part of your training plan.

              Presenter: Ron Day, Kennesaw State University
              Moderator: Amy Moser, Nelnet
TUESDAY, FEBRUARY 28, 2012 (Continued)

2:45 PM – 3:00 PM   Break                                                                  Pre-function Area III

3:00 PM             Voting Area Closed                                                     Heritage

3PM – 4 PM          How to Read a Tax Transcript                                           Auditorium IV

                    Anything involving taxes tends to be complex and difficult to understand
                    unless you are a tax professional. This session will be presented by a tax
                    professional who can give tips on understanding a tax transcript and ensuring
                    that financial aid professionals are reviewing the correct information.

                    Presenter: Dr. Gwendolyn McFadden-Wade, North Carolina A&T State University
                    Moderator: Mandy Branch-Friar, University of Georgia

3 PM – 4 PM         Return of Title IV Funds: New Regulations                              Augusta

                    The October 29, 2010 Final Regulations made changes to R2T4 which will be
                    discussed in depth at this session. Clock and Credit hour examples will be provided.
                    This session is for experienced financial aid administrators who are familiar with R2T4.

                    Presenter: Dan Klock, U.S. Department of Education
                    Moderator: Lisa Tumer, James Madison University

3 PM – 4 PM         Gainful Employment: What Does it Mean for Schools                      Pebble Beach

                    Confused about gainful employment and what it means to your school? This session
                    will walk participants through the latest GE information and help break down the
                    misunderstandings as well as help shore up what you need to share and report.

                    Presenter: Joanie Crissman, NSLP
                    Moderator: Jamey Walker, University of Central Florida

3 PM – 4 PM         Exploring the New World of Professional Judgment                       Tidewater

                    How can you, your office, and school be proactive in letting students know that you are able
                    to work with them on financial issues during these changing times? How do you recognize
                    students who have financial difficulties, or other issues? This session will discuss the use of
                    professional judgment with an emphasis on assisting the student and their families who
                    have been impacted by the economy. Topics will include: types of possible professional
                    judgment (data element adjustments to the Expected Family Contribution, adjustments to
                    the cost of attendance, and dependency overrides). We will also cover hot topics that have
                    been brought to our attention by parents and students (for example, students with same sex
                    parents and common law marriage). Who should attend? All schools!

                    Presenters: Rod Andrews, University of North Florida
                                Willie Hunter, University of North Florida
                    Moderator: Nathan Basford, Florida State University
TUESDAY, FEBRUARY 28, 2012 (Continued)

3 PM – 4 PM        Exploring Income Based Repayment and Public Service
                   Loan Forgiveness                                                     Arrowhead

                   Schools are becoming increasingly concerned about student debt, and for good
                   reason. Today’s students are graduating into a tough economy; college borrowing, and
                   delinquency and default rates are on the rise. As schools assist borrowers in navigating
                   repayment, it will be increasingly important to educate borrowers about two unique
                   options: Income-Based Repayment (IBR) and Public Service Loan Forgiveness. This session
                   presents a high-level introduction to the IBR plan, including how borrowers qualify for IBR,
                   the benefits and forgiveness components associated with the plan, and ideas for education
                   borrowers about IBR. It will also explore the topic of public service loan forgiveness
                   including the basic criteria and requirements for this unique forgiveness option.

                   Presenters: David Garza, TG
                               Tom Ramaeker, Access Group
                   Moderator: Mike O’Grady, Financial Aid Services

4 PM – 5:15PM      Vendor Breakdown                                                     Pre-function Area III

4:15 PM – 5:15PM   Birds of a Feather: Banner Schools                                   Auditorium IV

                   Facilitator: Melisss Sisco, University of North Carolina – Charlotte
                   Moderator: Tracy Brown, Bob Jones University

4:15 PM – 5:15PM   Birds of a Feather: PeopleSoft Schools                               Augusta

                   Facilitator: Jamie Pendergrass, North Carolina State University
                   Moderator: Jackie White, Central Georgia Technical College

4:15 PM – 5:15PM   Birds of a Feather: Datatel Schools                                  Pebble Beach

                   Facilitator: Ellen Green, Trident Technical College
                   Moderator: Anita Pennix, Surry Community College

4:15 PM – 5:15PM   Birds of a Feather: PowerFAIDS Schools                               Tidewater

                   Facilitators: Joe Farrell, The College Board
                                 Mary Harshaw, The College Board
                   Moderator: Marian Huffman, Lee University

4:15 PM – 5:15PM Application Processing Updates for 2012-13
                   and Much More!                                                       Arrowhead

                   This session will cover 2012-2013 changes to the Central Processing System (CPS),
                   FAFSA on the Web (FOTW) site, and IRS Data Retrieval Process as well as recent
                    legislative changes that impact these systems. We will also review a few changes that
                   impacted the 2011-2012 processes and how they will work going forward.
                   This session is also offered on Tuesday, February 28th at 1:45 PM.

                   Presenter: Ginger Klock , U.S. Department of Education
                   Moderator: Rodney Walton, PNC Bank
5:15 PM               Dinner On Your Own

WEDNESDAY, February 29, 2012

(School Spirit Day - Wear your school/company shirt!)

9 AM – 11:30 AM     Plated Breakfast                                             Imperial ABCD

                   General Session: Federal Update
                   Presenters: Dan Klock, U.S. Department of Education
                               Carney McCullough, U.S. Department of Education
                   Moderator: Mary Givhan, Thomas More College

                    Election Results
                    Closing Session
                    Passing the Gavel
                    Safe Travels

Noon – 1 PM        Conference Committee and 2013 Conference Committee            Cedar
                   Exit Luncheon

				
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