"New York State Financial Aid Administrators Association"
NEW YORK STATE FINANCIAL AID ADMINISTRATORS ASSOCIATION PRESENTS THIRTY-SIXTH ANNUAL CONFERENCE ROCHESTER HYATT REGENCY ROCHESTER, NEW YORK OCTOBER 26 - 29, 2004 NYSFAAA Conference 2004 “Rolling on the River” Rochester Hyatt PROGRAM Tuesday, October 26 9:00am – 3:00pm Novice Workshop Grand Ballroom E & F An annual tradition, the Novice Workshop can be viewed as an introductory image of the profession. Experienced aid officers will import their knowledge and experience to those newer to the field. Note: Pre-registration is required. 12:00pm – 5:00pm Lower Lobby Registration/Day Trip Sign-up 12:00pm – 2:00pm Wilmorite A Independent/CICU Sector Meeting Facilitator: Abe Lackman, President, Commission On Independent Colleges and Universities Susan Nesbitt Perez, Director of Outreach Programs, Commission On Independent Colleges and Universities Wilmorite B Community College Sector Meeting Facilitator: Mark Schwartz, Monroe Community College 1:00pm – 3:00pm Grand Ballroom G Banner FAUG Meeting Facilitator: Kim Slater, SUNY Cortland 2:00pm – 3:00pm Wilmorite A Proprietary School Sector Meeting Facilitator: Charla Buckner, Continental School of Beauty and Culture 2:00pm – 5:00pm Regency Ballroom Vendor Area Open & Foyer 3:30pm – 3:35pm Grand Ballroom Welcome Anne Barton, NYSFAAA President, Hobart and William Smith Colleges 3:35pm – 5:00pm Grand Ballroom General Session, “The Positive Power of Humor” This fast paced humorous presentation is prepared with personal anecdotes of growing up in Yvonne’s slightly dysfunctional, hysterical immigrant family. A seasoned motivational humorist, Yvonne takes good clean real life experiences and adds a delightful serving of laughter to provide insights into trials and triumphs we face at home and at the workplace. Over 50,000 people throughout the country have attended Yvonne Conte’s hilarious, interactive, educational and inspiring session. Presenter: Yvonne Conte Moderator: John Smith, Roberts Wesleyan College Sponsored by Collegiate Funding Services 5:00pm – 5:30pm Presidential Suite New Member Reception Room 2509 5:30pm – 6:30pm Foyer Welcome Reception Sponsored by Bank One, Citizens Bank, Edamerica, Inc., HSBC, USA, N.A., M&T Bank and Wells Fargo 6:30pm – 8:00pm Grand Ballroom Dinner 8:00pm – 10:30pm Grand Ballroom Riverboat Casino Night-The Dealers The Dealers sponsored by Charter One Bank, Citizens Bank, HSBC Bank USA, N.A. and M&T Bank Prizes sponsored by 2004 NYSFAAA Conference Committee 8:00pm – 1:00am Grand Ballroom DJ-Sound Express Sponsored by Citibank 11:00pm Grand Ballroom Late Night Snacks Sponsored by Chase Education First Wednesday, October 27 7:30am – 8:45am Grand Ballroom Breakfast 8:00am – 5:00pm Foyer Registration/ Day Trip Sign-up 8:45am – 10:45am Ballroom D & Foyer Continental Break Sponsored by Citibank, Ed Fund, HSBC Bank USA, N.A. PNC Bank and TERI 9:00am – 3:30pm Regency Ballroom & Foyer Vendor Area Open (Closed during lunch) 9:00am –10:15am Concurrent Guarantor and Servicer Updates Carson A American Student Assistance (ASA)-Debra Chromy Hanson Room, Lower Lobby Connecticut Student Loan Foundation (CSLF)- Deborrah Glenn-Long Grand Ballroom G Direct Lending-Margaret Day, USDOE Wilmorite B EDFUND-Sandy Brown and Teresa Freedman Ballroom F Great Lakes Higher Education Guarantee Corp-Sean Rafferty Carson B National Student Loan Program (NSLP)-Mark Krings and Sharon Cabeen Ballroom A-D NYS Higher Education Services Corporation-Thomas Dalton, Patricia Ronan, Teresa Gehrer and Michael Williams Wilmorite A Texas Guarantee (TG)-Kim Alexander Ballroom E USA Funds-Denise Feser 10:45am – 12:00pm Concurrent Sessions Ballroom F 1. The Next Evolution of the Financial Aid Officer Think back ten years…Could anyone have predicted how much our industry has changed since 1994? Not only has technology advanced, but alternative loans have mushroomed, non-bank lenders have proliferated, and “enrollment management” has been added to most of our job descriptions. In the next ten years, will electronic communication replace in-person student contact? Will many more financial aid functions be automated, or even outsourced? What about “real-time”, 24/7 processing? Will we need to provide a deeper level of services to a broader range of families? Join us for a lively discussion of how we can evolve as a profession to keep up with the changing needs of our students, parents and institutions. Presenter: David Canaski, Director of Financial Aid, SUNY Cortland Moderator: Angela Monnet, St. John Fisher College Carson A 2. Default Prevention Strategies This panel discussion will identify known strategies and tools for reducing a school’s cohort default rate. Learn how to use these and other new default prevention tools successfully and find out how your students can benefit too! Presenters: John Austin, Assistant Vice President, Customer Relations Division, NYSHESC Anita Phillips, Director of Consulting Services, NYSHESC Moderator: Susan Romano, SUNY Geneseo Ballroom G 3. APTS Goes Online! This session will cover step-by-step information for APTS web pages; deadlines for submission of various APTS related documents, APTS reports, payment of APTS funds (including prepayments and reconciliation) and future APTS initiatives. Time will be allotted for questions. Presenters: Erika Terwilliger, Solution Specialist, NYSHESC John DeFazio, Supervisor of Payment Processing, NYSHESC Moderator: Cindy Kohlman, St. John Fisher College Wilmorite 4. How to Award Endowed Funds Effectively Are you awarding your institution’s endowed funds from a spreadsheet in a boring and systematic way? Are funds sitting idle and not being utilized? Is the information too broad or vague and you don’t know where to begin? Come learn exciting new ways to manage and award your University’s endowed funds. Learn organizational skills to pull all your resources together. Turn your job into a fun and rewarding one! Come hear about our automated web site application process and watch a live demonstration. You, too, can make a difference in how to maximize your awards and reap the endless appreciation from your students. This session will be dedicated to sharing new ways to make awards and will focus on networking with one another (sharing your ideas and entertaining questions). Presenters: Janice Hilbrink, Assistant Director of Endowed and External Scholarships, Pace University Mark Stephens, Campus Director of Student Financial Services, Westchester Campuses, Pace University Moderator: Kerrie Cooper, SUNY Canton Carson B 5. Communicating with the Millennial Student Throughout the course of the workshop, we’ll be providing you with the tools necessary to bridge the communications gap between your office and the millennial students that are flooding academia. We will explore the expectations your students have when communicating with your office, whether it is by mail, by phone, online or by email. By understanding the expectations of this generation, you can both improve your level of service and avoid potential pitfalls. Presenters: Nancy MacNeil, Manager of Technical Consultation, American Student Assistance Tara Condon, Technical Solutions Consultant, American Student Assistance Moderator: Rachel Barker, Medaille College 12:15pm – 1:45pm Luncheon Grand Ballroom “Life Would be Easy If It Weren’t for Other People” Fast-paced, yet entertaining, Connie explores not only the personalities that literally “drive us crazy”, but also explains why we tend to act and react the way we do, while always emphasizing the impact of personal life and choices upon professional success. Connie focuses on the key traits important to every successful, healthy relationship: trust, commitment, integrity, cooperation, communication, character and respect. Connie uses her experiences as a therapist, author, comedienne, and actress to deliver an interactive and memorable presentation about the challenges of dealing with difficult people and situations at home and at work. Presenter: Connie Podesta Moderator: John Smith, Roberts Wesleyan College Sponsored by Academic Management Services, American Student Assistance, Bank of America, Bank One, Chase Education First, Educaid, Sallie Mae, Texas Guaranteed Student Loan Corporation and USA Funds 2:00pm – 3:15pm Concurrent Sessions Wilmorite 1. “Everyone says they can do my job, but nobody wants it” Successfully, leading and managing people can certainly be a challenge. There is no doubt that an organization’s culture, results, and productivity are directly impacted by the quality and effectiveness of their leadership team. Today’s leaders must be able to address many key issue: quality, customer service, conflict resolution, teamwork, documentation and evaluation, productivity, interpersonal communication, balancing home and career, and improving employee performance. Connie presents a bottom-line, yet entertaining session for everyone interested in enhancing their leadership skills in order to successfully motivate their team to be the best they can be. Presenter: Connie Podesta Moderator: John Smith, Roberts Wesleyan College Carson B 2. CommonLine and Common Record What are CommonLine and Common Record and why should we care? Find out how XML standards will enhance student loans and financial aid and what future changes might be in store. Presenter: Robert King, Citibank Doug Jabbour, Elm Resources Moderator: Ambrose Price, USA Funds Ballroom F 3. TAP Processing A-Z HESC has developed and delivered several many streamlined, Web-based Grants and Scholarships processing options. Are you aware of everything you can do online, such as Multiple Certification on the Web? Do you have suggestions for additional enhancements? Senior staff will offer an overview of TAP’s online process including what’s on the horizon for next year – including “Anytime TAP on the Web.” Presenters: Brian Matthews, Director of Grants and Scholarship, NYSHESC Norene Gross, Assistant Director of Grants and Scholarships, NYSHESC Moderator: Carolyn Corcoran, SUNY Plattsburgh Ballroom G 4. Professional Judgment: It’s your Decision The Education Department has given you the authority, but do you exercise it? The statutory authority given to financial aid administrators can be an important and powerful tool in the administration of student financial aid. If you are unfamiliar with the concept of professional judgment or just cannot seem to remember its nuances, this is a session for you. This session will provide an overview of the statutory authority and evolution of professional judgment, as well as the underlying concepts, basic principles and areas in which professional judgment may be utilized. Additionally, documentation requirements will be discussed and case studies reviewed to assist you in either developing or honing your professional judgment skills. Presenter: Scott D. Lewis, Account Executive, The College Board Moderator: Lisa Simpson, NYSHESC Carson A 5. From the Bill on the Hill…to the Policy in the Manual Laws and regulations drive the Federal Family Education Loan Program. This session provides an overview of how a bill evolves into law, is translated into regulation, and eventually becomes policy in the common manual. Presenter: David Garza, Texas Guaranteed Student Loan Corporation Moderator: Andrea Mason, SUNY Geneseo 3:15pm - 3:30pm Break Foyer Sponsored by Affiliated Computer Services, Inc. and Great Lakes Higher Education Corporation 3:30pm – 4:45pm Concurrent Sessions Ballroom F 1. HESC Loan Processing Enhancements Join HESC for the latest in loans processing. Thomas Dalton will address common questions on loan processing issues. Along with the new Customized Reports available on HESCWeb, Matthew Downey will provide an update on Electronic Funds Transfer (EFT) and the EFT enhancement project. Teresa Gehrer will give you the answers to the most Frequently Asked Questions (FAQ’s) in the Customer Communication Center and how we use them to improve our loan processing. You are encouraged to bring your questions and ideas for future enhancements. Presenters: Tom Dalton, Senior Vice President, Customer Relations, NYSHESC Matt Downey, Director of Lender Services, NYSHESC Teresa Gehrer, Manager of the Customer Communication Center, NYSHESC Moderator: Beth Flanigan, SUNY Oswego Ballroom G 2. FAO Best Practices-Worst Mistakes Financial Aid “Do’s and Don’ts” – including tips for avoiding Title IV and NYS TAP findings and liabilities. What are the practices that work best for financial aid offices and what administrators should look out for? Find out here. Presenters: John Austin, Assistant Vice President, Customer Relations Division, NYSHESC Jeremy Weis, Associate in Higher Education, NY State Education Department Moderator: Jim Winter, Rochester Institute of Technology Ballroom E 3. FERPA Come hear the latest updates and interpretations of FERPA. Get your questions answered by the experts. Presenter: TBA Moderator: Joan Shedd, Monroe Community College Carson 4. Building a Better Financial Aid Website In this session, aid administrators from different types of institutions will navigate through the current on-line services available on their financial aid office web pages. Join them on the journey to apply for aid, to accepting awards, and see a variety of paperless loan processing systems, to name just a few. Many helpful links will be demonstrated and they will also share what plans they have for future enhancements. Presenters: Kathy Kubitz, Senior Financial Aid Counselor, Rochester Institute of Technology Kimberly Slater, Financial Aid Advisor, SUNY Cortland Samantha Veeder, Director of Financial Aid, Hobart & William Smith Colleges Moderator: Stephen Field, Roberts Wesleyan College Wilmorite 5. Presentation Speaking Skills Ever sat through a boring presentation? Or one that just flew over your head because that subject matter wasn’t organized or it was too technical? A financial aid presentation can be deadly for both you and your audience…this session will explore the simple ways to ensure your next presentation receives rave reviews. Presenters: Heather McDonnell, Director of Financial Aid, Sarah Lawrence College Moderator: Bonnie Evans, NYSHESC 5:00pm – 6:00pm Reception Foyer Sponsored by Citibank 6:00pm Dinner on your own 9:00pm – 12:45am NYSFAAA’s Night at High Falls Thursday, October 28 7:30am – 8:45am Breakfast Grand Ballroom 8:00am – 5:00pm Registration Foyer 8:45am – 10:45am Continental Break Ballroom D & Foyer Sponsored by Bank of America, Bank One, Great Lakes Higher Education Corporation and Student Loan Xpress 9:00am – 3:30pm Vendor Area Open (Closed during lunch) Regency Ballroom & Foyer 9:00am – 10:30am General Session, Federal Update Grand Ballroom Presenter: Jeff Baker, Director of Policy Liason and Implementation Staff, United States Department of Education Moderator: Anne Barton, NYSFAAA President, Hobart and William Smith Colleges 11:00am – 12:15pm Concurrent Sessions Ballroom F 1. Open Forum Presenter: Jeff Baker, Director of Policy Liaison and Implementation Staff, United States Department of Education Moderator: Warren Hoffman, Buffalo State College Wilmorite 2. The Multi-Generational Workplace What differentiates a member of Generation X from Generation Next? Who are the Baby Boomers? In this fun and interactive session, participants will learn how to distinguish between generations and gain understanding on how team members became who they are today. Explore ways to motivate team members by learning the values and work ethics of each generation. Presenter: M. Judy Natividad, Corporate Trainer, Texas Guaranteed Student Loan Program Moderator: Fred Zuccala, Utica School of Commerce, Wayne Finger Lakes BOCES Carson A 3. Paperless Office – Imaging The amount of paperwork that goes into awarding one student can range from as few as 10 to as many as 100 pages in one award year. The task of opening the mail, then logging, reviewing and processing its contents can take weeks, pushing even the best financial aid professional further and further away from their primary role of counseling students. This session will provide the background necessary to understand how document imaging works and explore the options you have to give your students the quality time they deserve. For background we will explore a few solutions that are currently in the marketplace, highlighting the advantages and disadvantages of each. We will also guide you through the steps you need to consider when designing an effective workflow to incorporate document imaging into your existing process. Presenter: Tara Condon, Technical Solutions Consultant, American Student Assistance Moderator: Rachel Shuman, Rochester Institute of Technology Ballroom G 4. Identity Theft This interactive presentation will provide participants with an overall understanding of identity theft and what to do to protect you against one of the most rapidly growing crimes of today. Helpful tips will be provided to show you what you can do on your campus to educate your students who are more at risk to have this crime committed against them. Identity Theft Kits will be provided to all participants that show you step by step on how to reclaim your identity, in the even that it is stolen. Presenters: Ida Quamina, Executive Director of Value Added Consulting, Chase Education First Cindy Kohlman, Associate Director of Financial Aid, St. John Fisher College Moderator: Mary Ellen Nugent, University of Rochester Eastman School of Music 12:15pm – 1:30pm Luncheon and Scholarship Committee Presentations Grand Ballroom 1:30pm – 2:45pm Concurrent Sessions Wilmorite 1. Loan Forgiveness and Cancellation Review how to help student loan borrowers take advantage of these important loan repayment benefits. Including a review of loan forgiveness programs for teachers and child care providers as well as when a loan is discharged if there is a death or disability. Presenter: Diane Oglesby, Policy Analyst, National Student Loan Program Moderator: Lisa Kendi, Academic Education Finance Carson A 2. Whitecaps or Kneecaps? Dealing with the Difficult Student Dealing with “difficult” student customers offers the opportunity to stretch your service talents. Depending on how professionally you handle it, the occasion can be a thing of beauty or a disaster. Presenter: Allyson Wynne, Professional Development Officer, Citibank Moderator: Laura Worley, Citibank Hanson Room, Lower Lobby 3. Financial Aid Directors Open Forum Come prepared to discuss current issues facing our profession. This informal gathering is your opportunity to exchange ideas with colleagues. Facilitator: Mark Humbert, Director of Financial Aid, SUNY Oswego Carson B 4. Credit Scoring 101 Credit Scoring has evolved to become a major tool used by many types of institutions to determine the credit quality of potential customers and employees. This session will provide insight into a variety of credit scoring topics including: why credit scoring is utilized, the factors that determine an individual’s score, the usage of scores in the education industry and alternatives to credit scoring. In addition, attendees will be provided tools to share with students and co-workers to verify their credit history and to avoid serious credit pitfalls. Presenter: Sean Kiley, Vice President Loan Origination, Key Education Resources Moderator: Katrina Delgrosso, Nellie Mae 2:45pm – 3:15pm Break Foyer Sponsored by Great Lakes Higher Education Corporation 3:15pm – 4:30pm Concurrent Sessions Carson A 1. Campus Safety and Security What are crimes/violence in the workplace and how do you protect yourself or your area against them? Presenter: Robert Wiesner, Director of Public Safety, Monroe Community College Moderator: Jerome St. Croix, Monroe Community College Wilmorite 2. Entrance and Exit Counseling Loan counseling – we all have to do it. Come learn the ins and outs of entrance and exit counseling. See how others are meeting the requirement and learn some helpful methods to take home. Presenter: Abbey Linsner, Nellie Mae Moderator: Brenda Wright, SUNY Albany Carson B 3. Developing Effective Early Intervention Programs Next year, as many as 5,000 NYGEAR UP high school seniors may be applying to go to college in New York. Are you ready for them? Gaining Early Awareness and Readiness for Undergraduate Programs (GEAR UP) is a national initiative to assist at-risk students. Come join senior NYGEAR UP staff and statewide partners who will share how programs and services are helping students to get ready for college! Presenters: Joseph Tine, Director Pre-College Services, NYSHESC Delilah Reyes, Director, NYGEAR UP, NYSHESC Moderator: Patrick Ziegler, Ed-Invest 5:00pm – 6:00pm Vendor Reception with NYSFAAA Executive Council Presidential Suite Room 2509 Carson SUNY/CUNY Member Reception 6:00pm – 7:00pm Reception Foyer Sponsored by Charter One Bank 7:00pm – 9:00pm Awards Dinner Grand Ballroom Decorations sponsored by College Loan Corporation 10:00pm – 2:00am Entertainment - Nik and the Nice Guys Grand Ballroom Sponsored by Chase Education First, Edamerica, Inc., HSBC Bank USA, N.A., M&T Bank and Wells Fargo 12:00am Late Night Snacks Grand Ballroom Sponsored by Bank of America and Educaid Friday, October 29 8:00am - 9:00am Continental Breakfast Foyer Sponsored by First Niagara Bank 9:00am – 10:00am Business Meeting Grand Ballroom 10:00am – 11:00am General Session, David Mammano Grand Ballroom Come hear the award winning Next Step Magazine’s publisher and founder, David Mammano as he discusses his own success story. Hear about how a Rochester based magazine which began publishing in 1995 has grown and is now published in 32 U.S. states, Canada and Asia reaching more than 700,000 high school students. Presenter: Dave Mammano, Next Step Magazine Moderator: John Smith, Roberts Wesleyan College 11:00am-12:00pm Brunch and Vendor Raffles Grand Ballroom MUST BE PRESENT TO WIN Conference Adjourns See you next year on Long Island, October 17-21, 2005