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					                                                     2011 WASFAA Fall Conference
                                                                       Holiday Inn
                                                          Stevens Point, Wisconsin



                      Wednesday, November 16th
                                     General Session
                                       12:30 – 2:30 PM

Introduction to Charities
College Goal Wisconsin & Mobile Pantry of Portage County

State Update
Sherrie Nelson, Administrative Policy Advisor, HEAB

Federal Update
Angela Smith, Training Officer, FSA/ED

      This session will provide up-to-date information on a number of Department of Education
      activities and initiatives.

                                   Breakout Sessions
2:45- 3:45PM

Seasoned Directors to Share Ideas
Mary Jo Green, Director of Financial Aid, Mid-State Technical College
Bill Trippet, Director of Financial Aid, UW Colleges
Jane Hogan-Clark, UW-Milwaukee
Patty Taylor, Lakeland College

      Description – This session is geared towards new Financial Aid Directors in the field and
      those who have dreams of one day becoming a Director of Financial Aid. Come learn from
      some of the very best seasoned directors of Financial Aid in our association what it takes to
      be a successful Director of Financial Aid. Learn how to effectively manage staff, build a
      resume, manage resources, etc. This session will allow participants to ask panel members
      questions about what it takes to be an effective Director.



Wisconsin Covenant: The Second Year
Sherrie Nelson, Administrative Policy Advisor, Higher Educational Aids Board (HEAB)
Ben Dobner, Community Investments Program Manager, Great Lakes Higher Education
Guaranty Corporation

      Description – This session will address any changes to the Wisconsin Covenant Scholars
      Grant as well as the Wisconsin Covenant Foundation Grant for year two of the programs.
      Representatives from both HEAB and WCFI will be present to discuss the new year and
      answer questions you may have about the grants.



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New Member Session
Heidi Johnson, Senior Advisor, UW-Madison
Ryan Gebler, Assistant Director, Lawrence University

      Description – This session is for new WASFAA members and provides an overview of
      WASFAA initiatives, committees, professional development opportunities, and an opportunity
      to get to know WASFAA's executive committee members. Come to this session to learn more
      about the WASFAA origination and, most importantly, find ways to get involved!




Direct Loan Servicing: Keeping Students Afloat
Direct Loan Servicers

      Description – This panel session will discuss NSLDS, delinquency, consolidation and
      customer service from each servicer’s perspective.

4:00 – 5:00PM

VA Educational Benefits – What’s on the Horizon for 2011-2012
John Johnson, Education Liaison Representative, Department of Veteran Affairs

      Description – Overview of changes in GI Bill based on PL111-377 for Chapter 33 Post-9/11
      GI Bill.

FERPA: Interpreting the Intricacies
Ben Dobner, Community Investments Program Manager, Great Lakes Higher Education
Guaranty Corporation

      Description – Confused about when to discuss financial aid matters with a student’s parent
      or spouse? Protecting privacy is paramount. Understand what needs to be included in your
      school’s FERPA policy and gain a working knowledge of how to ensure FERPA privacy
      requirements are met in real-world scenarios.



Consortiums & Shared Programs
Kylene Radmer, Financial Aid Technician, WCTC
Heidi Johnson, Senior Advisor, UW-Madison

      Description – Academic transfer of credits is a common practice amongst institutions; but
      have you ever wondered how financial aid offices handle what’s appropriate for financing
      them? This session will be a roundtable discussion of consortium/shared program processes
      and best practices.



NCAA Division III Financial Aid Reporting Process and Self-Assessment
Eric Hartung, Associate Director of Research for Division III and Liaison to the Division III
Financial Aid Committee, NCAA
Sara Holman, Director of Financial Aid, Lawrence University

      Description – The goal of this session is threefold: (1) gain a greater understanding of the
      financial aid reporting process and the philosophical tenets as well as the legislative structure

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       supporting this process; (2) provide a method of conducting an audit on your campus to
       ensure adherence to these philosophical tenets and legislative requirements; (3) start a
       dialogue between members schools and the national office to facilitate greater understanding,
       compliance, and effectiveness of the reporting process.




                         Thursday, November 17th
                                      General Session
                                         8:15 – 9:30AM

DPI Update
Bonnie Dockry, Education Program Coordinator for the GEAR UP Program, Department of
Public Instruction

How America Pays for College
Marie O’Malley, Director of Consumer Research, Sallie Mae

       Description – Sallie Mae’s “How America Pays for College” study—now in its fourth year—
       began with the goal of gathering and sharing new information about American families’
       decisions on how to invest in higher education. The results show a clear picture of the many
       and diverse sources that families rely on to pay for college. The study is unique in that it
       assesses the full range of resources families might use to pay for college, including non-
       education-specific saving and borrowing options. This year’s results show families being
       more practical and cost-conscious approach in their choices around paying the full cost of
       college.

Bio: Marie O’Malley is Sallie Mae’s Director of Consumer Research. In this role, Marie is responsible
for managing public-release research for Sallie Mae as well as conducting internal marketing
research. The most recently completed public projects are How America Pays for College (2011), a
major study launched in 2008, and How America Saves for College (2010), a study introduced in
2009 as a complement to How America Pays for College. Previously published reports managed by
Marie include Nellie Mae’s National Student Loan Survey (2002, 1997) and a series, How College
Students Use Credit Cards, published at intervals from 1998 through 2007. Marie has been with
Sallie Mae for sixteen years, having joined the company through its affiliate Nellie Mae. A Boston-
area resident, Marie received a B.A. in English from Regis College and an M.A. in English from the
University of Massachusetts at Boston.

                                    Breakout Sessions
9:45- 10:45AM

Coffee & Regs
Melissa Haberman, Compliance and Training Coordinator, UW Colleges
Michelle Curtis, Associate Director of Student Financial Aid, UW-Madison
Susan Johnson, Financial Aid Advisor, UW-Whitewater

       Description – Informal roundtable session with the Federal Issues Committee to get
       feedback on what others schools are doing to implement new policies such as: SAP, R2T4
       dates of attendance, etc. Participants are encouraged to participate in the discussion.



NSLDS & Exit Counseling
Angela Smith, Training Officer, FSA/ ED


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      Description – This session will cover the requirements of student loan exit counseling, and
      also how NSLDS can help you with information you need to meet those requirements.



Casual Impacts of the Fund for Wisconsin Scholars Grant on University of
Wisconsin Students
Sara Goldrick-Rab, Associate Professor of Educational Policy Studies & Sociology

      Description – This session will describe the impacts of the Fund for Wisconsin Scholars grant
      on the persistence and credit completion rates of university students.



Personal Income Taxes: Understanding the 1040EZ, 1040A and 1040
Jim Briggs, The Tax Detective

      Description – This session will provide a basic review of the three most common individual
      tax returns.



EdVest & Other 529s
James DiUlio, Director, WI 529 College Savings Program

      Description – Learn how 529 college savings plans fit into FAFSA, provide tax advantages
      for families, and are transportable. Benefits for both underdraduate and graduate students.
      Plus time for your questions.

11:00AM – 12:00PM

The Elusive Answer: Researching Policy & Regulatory Questions
Melissa Haberman, Compliance and Training Coordinator, UW Colleges
Michelle Curtis, Associate Director of Student Financial Aid, UW-Madison
Susan Johnson, Financial Aid Advisor, UW-Whitewater

      Description – This session provides resources for financial aid professionals to research the
      answer to a policy or regulatory question. The session will cover how to research a question,
      how to phrase a question so there is enough information to get the correct answer, when to
      reach out and ask someone your question and who to ask.



R2T4
Kari Gribble, Director of Financial Aid, Edgewood College

      Description – Have you ever wondered what it really entailed to send money back to the
      federal government due to withdrawing students? This session will outline the federal
      regulation policies and common practices for determining R2T4 calculations.



The State of Financial Literacy: Money Smart Week
Dan Mancl, WI Department of Financial Institutions

      Description – This session will discuss the state of financial literacy in Wisonsin, explain the
      role of the Governor's Council on Financial Literacy and review what Money Smart Week is
      and how you get involved.
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Understanding 1040 Schedule C (self-employed), Schedule D
(gains/losses) and Schedule E (Rent, Royalty & Pass-through income)
Jim Briggs, The Tax Detective

       Description – This session will provide a basic review of the 1040 Schedule C, Schedule D
       and Schedule E and how they affect the EFC.



                                      General Session
                                        12:15 – 1:45PM

New Members Introduction

WASFAA Conference Updates
WASFAA Committee Chairs

Generational Differences
Mark O’Connell, Executive Director, Wisconsin Counties Association

       Description – This is the first time in American history that four different generations are
       working side-by-side in the workplace. Each group brings their own values, goals, and
       communication styles. Each generation communicates differently- both in sending and
       receiving messages. With the dramatically changing demographics in the workforce, massive
       retirements of baby boomers, a need for workers, and an increasingly prevalent mixture of
       generations in the workplace, you will better understand and recognize intergenerational
       differences so that you can position yourself to work in a more harmonious work
       environment, be more productive, and ultimately have more success.

Bio: Mark O’Connell is the Executive Director of the Wisconsin Counties Association, an organization
which represents counties at the state and federal level with respect to all issues affecting county
government.

Mr. O’Connell has served county government for the past twenty-two years. Previously, he worked
for the State of Wisconsin in the Department of Administration, Department of Natural Resources,
and Legislative Audit Bureau. Mr. O’Connell has a Bachelors degree from the University of Wisconsin
La Crosse and a Masters degree from the University of Wisconsin.

Mr. O’Connell is President of WCA Services, Inc., an executive officer of the Wisconsin Higher
Education Business Roundtable, and a principal in the Wisconsin Way effort. Mr. O’Connell serves on
several state boards and commissions including the University Of Wisconsin Extension Board Of
Visitors of which he is President.


                                    Breakout Sessions
2:00-3:00 PM

Promoting Responsible Student Loan Management: From Borrowing
Wisely to Successful Repayment and Everything In Between
Jennifer Hoepner, Director of Alumni Support, Herzing University-Home Office

       Description – Move beyond mere default avoidance towards overall success with federal
       student loans using a more holistic approach: Involve both students and all staff, provide

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      educational tools, require responsible behavior from day one, strive to get loans into the best
      repayment arrangement for the situation and to meet long-term goals.



Changes to Satisfactory Academic Progress for 2012-2013
Angela Smith, Training Officer, FSA/ED

      Description – This session will review the changes to the Satisfactory Academic Progress
      regulations that became effective on July 1, 2011.



Leadership Development
Mark O’Connell, Executive Director, Wisconsin Counties Association

      Description – Leadership comes in all shapes and sizes and sometimes in packages which
      surprise us. This session will reveal the best kept leadership secrets you’ll ever hear. Get in
      on the secret and help the leader inside you shine.



Understanding Partnerships (1065), Subchapter S Corps (1120S) and
Corporations (1120)
Jim Briggs, The Tax Detective

      Description – This session will provide a review of the above tax returns and when they
      affect EFC.




                            Friday, November 18th
                                   Breakout Sessions
8:15 – 9:15AM

What to Expect from your Program Review: Lessons Learned
Susan Teerink, Director of Financial Aid, Marquette University

      Description – It is no secret that the Department of Education has hired additional Program
      Reviewers. Many of our WASFAA institutions have not experienced a program review in
      many years. It is probably just a matter of time before your institutions receives an
      "Announcement of an On-Site Program Review." Come and learn what you can do to
      prepare, what to do and perhaps more importantly, what not to do when the federal auditors
      visit your campus.

Q&A with a Fed
Angela Smith, Training Officer, FSA/ED

      Description – An opportunity to talk about current issues affecting Title IV aid.



FERPA: Interpreting the Intricacies


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Ben Dobner, Community Investments Program Manager, Great Lakes Higher Education
Guaranty Corporation

      Description – Confused about when to discuss financial aid matters with a student’s parent
      or spouse? Protecting privacy is paramount. Understand what needs to be included in your
      school’s FERPA policy and gain a working knowledge of how to ensure FERPA privacy
      requirements are met in real-world scenarios.



Professional Judgment: Best Practices
Jamie Kouvton, Senior Advisor, UW-Milwaukee
Stephanie Feucht, Financial Aid Advisor, NWTC

      Description – The life of a financial aid administrator often involves making the tough
      decisions that could impact a student’s life forever. This session will visit common practices
      used in the private, technical and public sector concerning professional judgment in a panel
      discussion where the audience will be able to submit their case studies to see how different
      institutions would handle the situation.



                                     General Session
                                       9:45 – 11:15AM


Conference Charity Update
Marcy Ferriter, Mobile Pantry of Portage County

MASFAA Update -
Kathy Purvis, MASFAA President

New Verification Procedures
Angela Smith, Training Officer, FSA/ED

      Learn about the latest activities and changes to verification for 2012.

WASFAA Business Meeting




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