February 22-25, 2015 Memphis, TN The Peabody Hotel

SASFAA 2015 Uncovering our Purpose, Power and Passion

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February 22-25, 2015

Memphis, TN

The Peabody Hotel


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Dear SASFAA Members & Friends:

On behalf of the SASFAA Executive Board and Conference Committee, it is an honor to welcome each of you to the 52nd annual conference in Memphis, Tennessee.

Our theme, “Uncovering our Purpose, Power, and Passion”, applies not only to our association, but also to us as individuals. As an association, we must ensure that our purpose, passion and power is to continue to provide excellent training opportunities within each state as well as within the region so that the students we serve will have the opportunity to achieve their educational goals. As individuals, we must also continue to share our purpose, power and passion toward each other and most importantly to our new members that have joined the SASFAA family.

Chris Tolson Mapes, conference chair, along with the conference committee, have done an outstanding job in putting together a program suited for all. They have worked to ensure that all attending will be able to take back to their institution valuable information to continue to serve students and their families in achieving their educational goals as well as receive valuable resources and information to help each of us enhance our professional growth and development within our states as well as SASFAA. Michael Morgan, Local Arrangements Chair, the Local Arrangements Committee, and the Tennessee Association, TASFAA, have done an excellent job to ensure the conference is enjoyable and informative for all.

We are honored to have Justin Draeger (NASFAA President), Eileen O’Leary (NASFAA Chair) and Carney McCullough (Department of Education) joining us this year.

I am very excited about this year’s conference charity. The Big Oak Ranch is a non-profit organiza-tion that provides a home for children needing a chance. The commitment the Big Oak Ranch makes to the children placed in their care is love. They promise to take care of them. To feed, clothe and shelter them. But more importantly, they give them a chance at a new way of life, a life that is different from the cycle of pain they have known. They make a promise to every child that comes to the Ranch. I love you. Sound familiar? We as financial aid professionals do much of the same thing to the students we serve. We provide them with valuable information so that they have the opportunity of achieving their educational dreams. I hope that each of you will give generously to this worthwhile organization.

Special thanks for the many colleagues who provide us with vendor and sponsorship support. I appreciate your dedication and commitment.

To all presenters, moderators and to anyone else who has helped in any way to make this conference a special event, “Thank you for sharing your Purpose, Power, and Passion!”

Sincerely, Nathan Basford SASFAA President


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Welcome to Memphis SASFAA!

We hope that you enjoy Memphis, and The Peabody Hotel for the 2015 SASFAA Annual Conference. The

Conference Committee has worked very hard to put together a wonderful program full of training

opportunities and time for you to join with your colleagues to learn best practices. It is the hope of the

Committee that each of you will also take the time to attend our evening events so that you can network

with colleagues, reconnect and make new friends, as well as meet our new members and first-time

attendees. We are providing general sessions and events that will motivate, challenge, and enrich the

services you offer to your students upon returning to your offices.

Sunday, February 22, 2015 Opening Session 4:00 pm

John Croyle, former defensive end for the University of Alabama’s 1973 National Championship football

team, will be sharing about his work as founder and executive director of Big Oak Ranch, and his personal

philosophies in being important and encouraging to young people.

Monday, February 23, 2015 General Session 8:30 am

Justin Draeger will share with us the latest legislative and regulatory news from Washington, D.C. We

will hear about NASFAA’s latest advocacy efforts and hear predictions that you can take back to your

campus about the direction of financial aid in the near future.

Monday, February 23, 2015 Luncheon 11:30 am

Eileen O’Leary, National Chair of NASFAA, brings the NASFAA update and SASFAA President Nathan

Basford will lead us through SASFAA Business.

Tuesday, February 24, 2015 Luncheon/Awards 11:45 am

Join us for lunch and for the presentation of the SASFAA Distinguished Service Award.

Wednesday, February 25, 2015 General Session 9:00 am

Carney McCullough will be joining us to bring the Federal Update.

In addition to the general sessions, the U.S. Department of Education team is providing some great topics

during the concurrent sessions on Monday and Tuesday. We are pleased to have Tom Utz from the Office

of Inspector General. He will be presenting a session on Monday and it will be repeated on Tuesday.

Additionally, Amanda Sharp, NASFAA Training Specialist will present sessions on Monday.

I want to remind you that this is your conference and in an effort to help plan future conferences, the

conference committee wants to hear from you! We want to know what worked and what you would like to

see next year. At the close of the conference you will be reminded to complete the conference evaluation.

We do look forward to hearing your input to help make SASFAA 2016 in Greensboro a great success!

Thank you to the Conference Committee for their hard work and effort in making this 52nd Annual

Conference a success (Jennifer Epperson, Allison Beaver, Sarah Baumhoff, Victoria Owens, Cindy May,

Rachel Cavenaugh, Carolyn Sparks, Dick Smelser, Dotti Davidson, Joan Bailey, Michael Morgan, Angela

Black, Janet Nowicki, Brenda Burke, Nathan Basford, and Amy Moser)! If we can be of help to you during

your stay, please look for us wearing the conference ribbon or find us at the Conference Headquarters in

the Bert Parker Room.

Enjoy your conference and Memphis!

Chris Tolson Mapes SASFAA Conference Chair


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Conference Hotel — The Peabody Memphis

149 Union Avenue, Memphis, Tennessee, 38103

The Skyway and Plantation Roof


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Conference Hotel — The Peabody Memphis

149 Union Avenue, Memphis, Tennessee, 38103


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Sunday, February 22, 2015

Opening Session Speaker

John F. Croyle, Founder and Executive

Director, Big Oak Ranch, Inc.

John Croyle, is a guy who found out early in life what he was put on this earth to do. He has

been featured nationally in both print publications and on national television for his work as the

Founder and Executive Director of Big Oak Ranch, Inc. This organization is comprised of three

ministries in Alabama: Big Oak Boys Ranch in Gadsden, Big Oak Girls Ranch in Springville, and

the Westbrook Christian School in Rainbow City. The ranches and school provide a quality,

Christian home and education for children who are simply in need.

John is a former defensive end for the University of Alabama’s 1973 National Championship

football team for the legendary Coach Paul “Bear” Bryant. At the age of 19, John felt he had

been given the gift to work with young people. His dream was to have the best children’s home

in America. On the advice of Coach Bryant he declined opportunities for the NFL to pursue that

dream. Since 1974, more than 1,800 children have called Big Oak Ranch Home.

John holds a Bachelor of Arts Degree from the University of Alabama, as well as an Honorary

Doctor of Humanities from the University of Mobile. He has been married to his wife, Teresa

Smith, since 1975 and they have two children: Reagan (married to John David Phillips), former

University of Alabama basketball player and current Childcare Team Director for Big Oak

Ranch, and Brodie (married to Kelli Schutz Croyle), former University of Alabama and NFL

quarterback. John and Teresa have 5 grandchildren.

In addition to his work on-site at the Ranch, John speaks across that nation. Audiences range

from corporate, motivational events to Christian based organizations. Having learned a lifetime

of lessons helping raise more than 1,800 children, John’s vision is to help people everywhere be

better parents. His personal philosophy is “A hundred years from now it will not matter what

kind of house we lived in, the kind of car we drove or how much money we had in the bank, but

the world may be different because you and I were important in the life of a child.”


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The mission of The Soulsville Charter School is to prepare its students for college and life in an academically rigorous and music-rich environment. The "8 O'Clock Jazz Band" is a jazz combo that has been in existence for 5 years. In this short time, the group has gained notoriety through its inspired performances for leaders in government (including First Lady Barbara Bush, US Sec-retary of Education Arne Duncan, and Congressman Steve Cohen), accomplished musicians (including John Legend, Steve Cropper, Victor Wooten, and Booker T. Jones), and other notable figures (including poet Maya Angelou). The students in the group demonstrate grit and determi-nation in their consistent practice and perform with a musicianship that is well beyond their years. Graduates from the "8 O'Clock Jazz Band" have gone on to win music scholarships at many colleges and universities including Brown University, Berklee College of Music, The Uni-versity of Memphis, Bethel College, and Indiana University.

Welcome Reception Entertainment

TSCS Jazz Ensemble


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Monday, February 23, 2015

General Session Speaker

Justin Draeger, President of NASFAA

Washington Update

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 asso-

ciation 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 oversee-

ing 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 Market-

place, 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 degree from Brigham Young University and his MBA from Baker Col-

lege. 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.

Concurrent Session Presenter

Measuring Up: An Examination of College

Ratings


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Luncheon Speaker—NASFAA Update

Eileen O’Leary, Assistant Vice-

President, Student Financial Services,

Stonehill College

NASFAA National Chair

Eileen O’Leary is the Assistant Vice President, Student Financial Services at Stonehill College,

where she has worked in financial aid for nearly 30 years. Eileen is the National Chair of

NASFAA and has also served in various state and national positions, including National Chair of

the National Direct Student Loan Coalition and current member of its executive board, current

member of the NASFAA Ethics Task Force, NASFAA commission director 2011-2012, member

of the NASFAA Reimagining Aid Delivery and Design (RADD) Task Force, its Award Letter and

Consumer Disclosure Task Force, the 2001-2006 Reauthorization Task Force, and the NASFAA

Federal Issues Committee from 2006-2008.

In addition, Eileen has been the President of MASFAA (2000-2001) and a member of the

MASFAA Government Relations Committee and its Executive Board.

In addition, she has served as a non-federal negotiator on two Negotiated Rulemaking series

that focused on federal student loan issues, and has presented on financial aid issues to

members of the Massachusetts legislature, at US Senate field hearings, as well as other public

forums. Eileen is also a member of the Massachusetts Office of Student Financial Assistance

advisory board.

Concurrent Session Presenter

NASFAA Ethical Principles and Code

of Conduct


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Wednesday, February 25, 2014

General Session Speaker

Carney McCullough, Director

Policy Development Group

Office of Post Secondary

Education

Work Experience 1978-1980—Admissions Counselor, Hanover College, Hanover, Indiana

1980-1983—Assistant Director and Associate Director of Financial Aid, Monmouth College, West Long Branch, New Jersey

1983-1984—Director of Music Admissions, Ithaca College, Ithaca, New York

1984-1985—Training Officer, Region II, U.S. Department of Education, New York, New York

1985-1986—Management Analyst, Debt Collection Service, U.S. Department of Education, Washington, D.C.

1986-1988—Program Specialist, Pell Grant Policy Section, U.S. Department of Education, Washington, D.C.

1988-1992—Section Chief, Pell Grant Policy Section, U.S. Department of Education, Washington, D.C.

1992-2000—Branch Chief, General Provisions Branch, Division of Program Development, U.S. Department of Education, Washington, D.C.

2000-2010—Senior Policy Analyst, Office of Postsecondary Education, U.S. Department of Education, Washington, D.C.

2010-present—Director, Policy Development Group, Policy, Planning and Innovation, Office of Postsecondary Education, U.S. Department of Education, Washington, D.C.

Concurrent Session Presenter:

Ask a Fed

Calculation of Pell Grants for

Clock Hour Schools

Calculation of Pell Grants for

Credit Hour Schools

Unusual Enrollment History


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Tuesday, February 24, 2015

David Bartnicki, Federal Training Officer

U.S. Department of Education

David has worked for the U.S. Department of Education’s Federal Student Aid Office for 20 years.

He has served as an Institutional Review Specialist, Institutional Improvement Specialist (IIS),

Branch Chief for Contract Compliance and is currently a Federal Training Officer.

David’s entire government career has been in the Atlanta Regional Office where he currently works

directly with over 1,000 postsecondary schools in the Southeast Region. As a training officer, David

provides training and technical assistance on a wide variety of federal student aid topics to schools,

state agencies, accreditation bodies and higher education organizations through a variety of state,

regional, national and Department venues.

While in FSA, David has helped redesign the FSA Assessment Modules, developed the popular “Ask

A Fed” booth at the annual FSA Conferences, and developed the Department’s compliance review

process for ED’s private collection agencies. David serves on the Conference Delivery Team, the

Training Topics Report Team, and the National Verification Team.

In addition, David has received several financial aid awards including the 2014 Certificate of

Recognition from the State of Alabama Governor Bentley’s Office; 2013 FSA Award for Most

Innovative Team, 2013 FASFAA Distinguished Service Award (FL), 2013 TASFAA Distinguished

Service Award (TN), the 2012 SASFAA Distinguished Service Award (Southern Regional), the 2012

AASFAA John H. Buchanan Distinguished Service Award (AL), 2012 MASFAA Special Recognition

Award (MS), the 2011 Kentucky “Admiral” Award, 2010 FSA Award for Best Mission Results, the

2005 Florida Public Career Technical Center’s Merit Award, the 2003 SCASFAA Distinguished

Service Award (SC), the 2003 AASFAA Award of Merit (AL) and the 2001 NCASFAA Award of Merit

(NC).

When not working, David enjoys spending time with his wife, Christy, and sons Luke (15), Adam

(14), and Ethan (10).


R2T4 Basics

Verification –2015-2016

Consumer Information Disclosure

Ask A Fed


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Monday and Tuesday, February 23-24, 2015

Wood Mason, Program and Management

Analyst, U.S. Department of Education

Mr. Wood Mason has been a Fed for 35 years, the last 20 with the Department of Education. He was a charter member of the Direct Loan Client Account Management Group (CAMG) helping a group of over 100 schools successfully participate in the program. While at CAMG he trained schools on the program as well as on the Department’s EdExpress software. In late 2000 he was assigned as a liaison to what was then only a project that would take advantage of the similarities of the Direct Loan and Pell Grant Program, later known as the Common Origination and Disbursement System, or COD, and has been associated with the training of, and support to, schools that process their Title IV data via that system ever since. In the Summer of 2001 Mr. Mason was part of the team that developed the initial COD training for schools, and that Winter presented the system to the Community at the FSA Electronic Access Conference. In mid-2003 he was assigned as one of two FSA Liaisons to the COD School Relations Center (SRC) in Niagara Falls, NY where he mentored the COD SRC Customer Service Representatives and acted as an FSA Resource. In 2008 Mr. Mason was tasked with following the migration of a handful of FFELP schools into the Direct Loan Program as a result of the credit crunch, later taking the Lead of the “OnBoarding Team” that migrated over 4,000 formerly FFELP schools into Direct Loans.

Since December of 2010 he has been a staff member on the Federal Loan School Support Team, lending support to more than 1,000 Direct Loan schools participating in the program. During these last 12 years or so, Mr. Mason has been a speaker at numerous State, Regional, and National conferences, bringing to the Title IV Community the latest updates and improvements to electronic processing via the COD System as well as associated topics.


COD Update

Direct Loan Tools and Tips

Direct Loan Reconciliation

PLUS Loans from A to Z


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Sunday, February 22 Room

8:00 am - 4:30 pm Conference Registration Foyer

8:00 am - 12:00 pm Vendor Set-up Grand Ballroom D-F

9:00 am - 3:00 pm New Aid Officers Workshop Continental Ballroom

9:00 am - 3:00 pm State Presidents-Elect Workshop Ben Hollander

9:00 am - 3:00 pm Mid-Level Workshop Lansdowne

12:00 pm - 1:00 pm Luncheon SASFAA Board, State Hernando DeSoto

Presidents-Elect, NAOW,

Mid-Level, Conference Committee

1:00 pm - 3:45 pm Vendor Area Open Grand Ballroom D-F

1:00 pm - 3:45 pm TASFAA Hospitality Suite Brinkley

2:00 pm - 3:00 pm Business Partner Sessions

Next Gen Galaxie

Academic Works Kentshire

Greenwood Hall International

4:00 pm - 5:30 pm Opening Session Grand Ballroom A-C

SASFAA President - Nathan Basford

John Croyle, Big Oak Ranch

5:30 pm – 7:00 pm Welcome Reception Skyway

Monday, February 23 Room

7:15 am – 8:30 am Breakfast Grand Ballroom A-C

7:15 am – 3:00 pm Registration Open Foyer

7:30 am - 8:30 am Vendor Area Open Grand Ballroom D-F

7:30 am - 8:30 am Business Partner Sessions

SunTrust Forest

Inceptia Hernando DeSoto

KHEAA Louix XVI

Education Partners Venetian

SoFi Barclay

Charter One/Citizens Galaxie

USA Funds Lansdowne

SASFAA 2015 Conference Agenda


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Monday, February 23 (Continued) Room

8:30 am - 9:45 am General Session Grand Ballroom A-C

Washington Update

10:00 am – 11:30 am Vendor Area Open Grand Ballroom D-F

10:00 am – 11:30 am TASFAA Hospitality Suite Brinkley

10:00 am – 11:15 am Concurrent Sessions

Session 1 Calculation of Pell Grant Credit Hour Programs Continental Ballroom

Session 2 Connecting SAP and Retention Forest

Session 3 How to Find Answers to Regulatory Issues Hernando DeSoto

Session 4 Turning the Financial Aid Office Upside Down Louis XVI

Session 5 COD Update Venetian

Session 6 CANCELLED

Session 7 Excel Tips Galaxie

Session 8 Trends in Student Aid Lansdowne

11:30 am – 1:00 pm Luncheon Grand Ballroom A-C

NASFAA Update - Eileen O’Leary

1:15 pm—2:30 pm Concurrent Sessions

Session 1 Stopping Fraud, Waste and Abuse in the Student Aid Continental Ballroom

Program

Session 2 Measuring Up: An Examination of College Ratings Forest

Session 3 R2T4 for Modular Programs Hernando DeSoto

Session 4 Weirdos and Wildebeests Louis XVI

Session 5 EFC Hand Calculations Venetian

Session 6 Default Management from TIVA to Delinquency Barclay

Session 7 Crafting a Social Media Strategy for Your Financial Aid Galaxie

Office

Session 8 Counseling Undocumented Students Lansdowne

2:30 pm – 5:00 pm Vendor Area Open Grand Ballroom D-F

2:30 pm – 5:00 pm TASFAA Hospitality Suite Brinkley



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Monday, February 23 (Continued) Room

2:30 pm - 2:45 pm Break

2:45 pm - 3:45 pm State Meetings

Alabama Continental Ballroom Florida Grand Ballroom A-C Georgia Venetian Kentucky Lansdowne Mississippi Galaxie North Carolina Hernando DeSoto South Carolina Barclay Tennessee Forest Virginia Louis XVI

4:00 pm - 5:15 pm Concurrent Sessions

Session 1 Unusual Enrollment History Continental Ballroom

Session 2 Hot Topics for Graduate and Professional School Forest

Financial Aid Officers

Session 3 Anger Management Louis XVI

Session 4 Direct Loan Reconciliation Venetian

Session 5 NASFAA Ethical Principles Barclay

Session 6 SASFAA Listening Session Galaxie

Session 7 Improving Customer Service Interactions Lansdowne

Evening on Your Own

8:00 pm - 10:30 pm Bingo & Networking Skyway

Tuesday, February 24 Room

7:15 am - 3:00 pm Registration Open Foyer

7:15 am - 8:30 am Buffet Breakfast Grand Ballroom A-C

7:15 am - 8:30 am Past Presidents Breakfast Skyway

7:30 am - 8:30 am Business Partner Sessions

ASA Forest

TG Hernando DeSoto

ELM Louix XVI

FAS Venetian

Vocado Galaxie

Sallie Mae Lansdowne

7:30am - 11:30 am Vendor Area Open Grand Ballroom D-F



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Tuesday, February 24 (Continued) Room

8:45 am - 10:00 am Concurrent Sessions

Session 1 Stopping Fraud, Waste and Abuse in the Student Aid Continental Ballroom

Programs (repeat)

Session 2 PLUS Loans A-Z Forest

Session 3 Tending to Your Default Rate Hernando DeSoto

Session 4 Financial Literacy Family Feud Style Louis XVI

Session 5 Verification Venetian

Session 6 Where Academics and Financial Aid Intersect Galaxie

Session 7 SAP Best Practices—Roundtable Lansdowne


10:15 am - 11:30 am Concurrent Sessions

Session 1 NCAA: An Update on Division I Financial Aid Regulations Continental Ballroom

Session 2 19+ Years and Counting: Student Loan Repayment Forest

Session 3 Navigating the Multi-Generational Workplace Hernando DeSoto

Session 4 Get Ready for Your Close Up! Social Media Louis XVI

Session 5 Consumer Information Venetian

Session 6 What’s the Point of the E-App? Galaxie

Session 7 Developing an Office Operational Calendar Lansdowne

11:45 am - 1:45 pm Luncheon & Awards Grand Ballroom A-C

2:00 pm - 3:45 pm Vendor Area Open Grand Ballroom D-F

2:00 pm - 3:45 pm TASFAA Hospitality Suite Brinkley


Session 1 Pell Grant Calculation for Clock Hour Programs Continental Ballroom

Session 2 Direct Loan Tools and Tips Forest

Session 3 Flipping the Financial and Debt Literacy Conversation Hernando DeSoto

Session 4 Demystifying the Audit or Program Review Louis XVI

Session 5 R2T4 Basics Venetian

Session 6 SAP for Graduate and Professional Programs Galaxie

Session 7 TG Loan Counseling Study Lansdowne



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3:30 pm - 3:45 pm Break

3:45 pm Vendor Breakdown


Session 1 Ask a Fed Continental Ballroom

Session 2 Time to Make a Change! Professional Judgment Forest

Session 3 Applying Analytics to Improve Your Cohort Default Rate Hernando DeSoto

Session 4 Cost of Attendance Budgets Venetian

Session 5 Hiring, Leading and Motivating Galaxie

Session 6 A Holistic Approach to Better Serve Under-Resourced Lansdowne

Demographics

Evening On Your Own—Enjoy Beale Street

Wednesday, February 25 Room

Spirit Day!

8:00 am - 9:00 am Breakfast Grand Ballroom A-C

9:00 am - 11:30 am Closing Session Grand Ballroom A-C

Presentation of Charity Donation

Business Meeting

Federal Update: Carney McCullough

Wrap Up

12:00 pm - 1:30 pm Conference Committee 2015 & 2016 Louis XVI

Transitional Meeting & Lunch

See you next year in Greensboro, NC!

2016 SASFAA Annual Conference

February 7-10, 2016


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President Nathan Basford Financial Aid Specialist

Florida State University

President-Elect Amy Berrier Assistant Director for Operations

UNC Greensboro

Past President Zita Barree Director of Financial Aid

Hampden-Sydney College

Vice President Marian Dill Director of Financial Aid

Lee University

Secretary Vickie Adams Director of Student Financial Services

Jacksonville State University

Treasurer Amy Moser Customer Relationship Manager

Nelnet Business Solutions

Alabama State President Stephanie Miller Assistant Director, Student Financial

Services

Jacksonville State University

Florida State President Stephanie Watson Financial Aid Director

Fort Myers Institute of Technology

Georgia State President Susan Smith Associate Director for Operation

University of North Georgia

Kentucky State President Kristie Hughes Coordinator, Financial Aid Information

Systems

Western Kentucky University

Mississippi State President Carrie Cooper Director of Student Financial Aid

University of Mississippi—Medical

North Carolina State President Cathy Shell Director of Financial Aid

Lees McRae College

South Carolina State President Kenneth Cole Director

University of South Carolina

Tennessee State President Celena Tulloss Associate Director of Financial Aid

University of Tennessee—Knoxville

Virginia State President Tarik Boyd Assistant Campus Director of Financial

Assistance

ECPI University—Virginia Beach

SASFAA Board 2014-2015


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Budget & Finance Terri Parchment Director of Client Services and Review

Tennessee Student Assistance Corp

Conference Chris Tolson Mapes Director of Financial Aid

Campbellsville University

Global Issues Joan Bailey Assistant Director

Financial Aid Assistance Services St. Petersburg College

Electronic Services Angie Black Associate Director

University of Louisville

Legislative Relations Sharon Oliver Enrollment Manager & Director of

Scholarships & Aid

North Carolina Central University

Long Range Planning Sandra Neel Director of Financial Aid

University of Louisville

Membership Nancy Garmroth Director of Financial Planning

Converse College

Communications & Jody Darby Executive Director, Student Financial Services

Outreach Chattahoochee Technical College

Resource Partners Lenny Akins Strategic Business Director

Liaison Inceptia

Site Selection Tracy Misner Financial Aid Administrator

Cape Coral Institute of Technology

Sponsorship Janet Nowicki Assistant Director of Financial Aid, Student

Relations

Guilford Technical Community College

State President Liaison Sarah Dowd Director of Financial Aid

Tri-County Technical College

SASFAA Board 2014—2015


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Conference Committee 2014-2015

Conference Chair Chris Tolson Mapes Campbellsville University

AL Representative Jennifer Epperson Samford University

FL Representative Allison Beaver Keiser University

GA Representative Sarah Baumhoff Kennesaw State University

KY Representative Victoria Owens Kentucky State University

MS Representative Cindy May University of Mississippi

NC Representative Rachel Cavenaugh Cape Fear Community College

SC Representative Carolyn Sparks Wofford College

TN Representative Dick Smelser Pellissippi State Community College

VA Representative Dotti Davidson Regent University

Global Issues Chair Joan Bailey St. Petersburg College

Local Arrangements Chair Michael Morgan Rhodes College

Electronic Services Chair Angela Black University of Louisville

Sponsorship Chair Janet Nowicki Guilford Technical Community College

2016 Conference Chair Brenda Burke Virginia Commonwealth University

President Nathan Basford Florida State University

Treasurer Amy Moser Nelnet


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Conference Program

Pre-Conference Workshops 9:00 am-3:00 pm Room

New Aid Officers Workshop Continental Ballroom

Mid-Level Workshop Lansdowne

State Presidents-Elect Workshop Ben Hollander

Business Partner Sessions 2:00 pm-3:00 pm Room

Next Gen Galaxie

Academic Works Kentshire

Greenwood Hall International

Opening Session 4:00 pm—5:30 pm Grand Ballroom A—C Presiding: Nathan Basford, SASFAA President

Presentation of Colors: University of Memphis ROTC Color Guard

National Anthem: Evvie McKinney

Memphis Welcome: A.C. Wharton, Mayor of Memphis

TASFAA Welcome: Celena Tulloss, TASFAA President

Conference Charity: Stephanie Miller, Jacksonville State University

Introduction of Keynote Speaker: Nathan Basford, SASFAA President

Keynote Speaker: John Croyle, Big Oak Ranch, Inc.

John Croyle’s philosophy is: “A hundred years from now it will not matter what kind of house we lived in, the kind of car we drove or how much money we had in the bank, but the world may be different because you and I were important in the life of a child.”

Conference Updates: Chris Tolson Mapes, Conference Chair

Welcome Reception 5:30 PM— 7:00 pm Skyway

Entertainment The Soulsville Charter School 8 O’Clock Jazz Band



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Breakfast 7:15am - 8:30am Grand Ballroom A-C

Business Partner Sessions 7:30am - 8:30am Room

SunTrust Forest

Inceptia Hernando DeSoto

KHEAA Louis XVI

Education Partners Venetian

SoFi Barclay

Charter One/Citizens Galaxie

USA Funds Lansdowne

General Session 8:30 am- 9:45 am

Washington Update Grand Ballroom A-C

Join NASFAA President, Justin Draeger, as he gives the latest legislative and regulatory news

from Washington DC. Hear about NASFAA's latest advocacy efforts and hear predictions t

hat you can take back to your campus on the direction of student financial aid in the near

and long term.

Presenter: Justin Draeger, President & CEO, NASFAA

Moderator: Nathan Basford, SASFAA President, Florida State University

Concurrent Sessions 10:00 am-11:15 am

Calculation of Pell Grants for Credit Hour Schools Continental Ballroom

Learn to calculate Pell Grants for programs offered in credit hours. We will discuss Pell

payment schedules, Pell formulas one and three, crossover payment periods, and the effect of

the Lifetime Eligibility Used (LEU) calculation on awards.

Presenter: Carney McCullough, US Department of Education Moderator: Irma Molinares, ECMC Connecting SAP and Retention Forest

We all want to ensure students are successful and graduate, but we know some will struggle

along the way. This session will discuss how Satisfactory Academic Progress (SAP) relates

to retention. Learn the importance of a proactive communication strategy about SAP to

ensure retention as you review SAP principles. Review of case studies showing how

schools are actively communicating with students about SAP.

Presenter: Kathleen Roebuck, FinancialAidTV

Moderator: Paul Burke, FinancialAidTV

Monday, February 23,2015


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How to Find Answers to Your Regulatory Issues Hernando DeSoto

It seems every day a new situation arises that requires some research. Fortunately, many

resources exist that provide information on Title IV programs. Yet, with all of those

resources, it is easy to become overwhelmed or confused in knowing where to start, let

alone how to find the answers you need. This session will provide tips to locate and use

common resources, how to navigate the path to a regulatory or statutory citation, and how to

find your answers along the way.

Presenter: Amanda Sharp, NASFAA Moderator: Donna Kolb, University of Florida

Turning the Financial Aid Office Upside-Down Louis XVI

In a fiscal climate that demands we are as efficient and effective as possible in administering

financial aid, we are challenged to balance the mandates of student service and

institutional growth. This session will provide a fresh look at how we apply manpower in our

tasking and staffing to better meet these goals. The session will look at office

restructuring and process improvement as employed at Northern Virginia Community

College, specifically addressing adaptations that enable the office to leverage staff time,

technology and information in administering the financial aid process.

Presenters: Joan Zanders, Northern Virginia Community College Aeysha Ishtiaq, Northern Virginia Community College Moderator: Sam Vafaei, Northern Virginia Community College

COD Update Venetian

Recent legislation has caused some interesting things to happen in COD for the upcoming

2015 - 2016 Award Year. We'll have new tags, a new system-generated response, a new

report and we'll talk about it all.

Presenter: Wood Mason, Program and Management Analyst, U.S. Department of Education Moderator: Pennie Strong, Georgia Student Finance Commission



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Excel Tips for Dummies Galaxie Do you struggle with Excel and think, “There has to be a shortcut?” Well, there is! This session will show you some basic tips and tricks for Excel. Save time, reduce stress, and simplify your life. Presenters: Dottie Davidson, Regent University Rachael Wright, Regent University Moderator: Dottie Davidson, Regent University

Trends in Student Aid Lansdowne Making sense of recent changes in student aid requires some background on college prices and enrollment patterns in the shaky economy of recent years. Within the context of the economy, college pricing and enrollment, Trends in Student Aid examines changes in funding levels over time, reports on the distribution of aid across students with different incomes and attending different types of institutions, and tracks the debt students incur as they pursue their educational opportunities. Presenter: Julia Padgett, College Board Moderator: Amy Gerber, Great Lakes Higher Education Corporation

Luncheon 11:30 am-1:00 pm

NASFAA Update Grand Ballroom A-C

Presenter: Eileen O’Leary, NASFAA Chair, Stonehill College

Concurrent Sessions 1:15 pm-2:30 pm

Stopping Fraud, Waste and Abuse in the Continental Ballroom Student Aid Programs Department of Education Office of Inspector General organization, mission and structure,

examples of Title IV fraud schemes, real life case examples, what you can do to help deter

fraud, waste and abuse and how and when to make referrals.

Presenter: Tom Utz, Office of Inspector General Moderator: Jenelle Handcox, University of North Carolina– Pembroke



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Concurrent Sessions 1:15 pm- 2:30 pm

Measuring Up! An Examination of College Ratings Forest Join NASFAA President Justin Draeger as he discusses the ongoing debate over a federal college ratings system. This session will also look at other federal initiatives to measure institutional quality, affordability, access and success.

Presenter: Justin Draeger, President, NASFAA Moderator: Kristie Hughes, Western Kentucky University

R2T4 in Modular Programs Hernando DeSoto

Applying the Return of Title IV requirements to students enrolled in modular programs

continues to challenge financial aid administrators. This session begins with an explanation

of what is a modular program for return of Title IV funds purposes. Participants will then

learn how to identify when a student has withdrawn from a modular program and how to

determine the student’s withdrawal date and the percentage of the payment period or period

of enrollment completed. The session also includes examples illustrating the application of

the return of Title IV funds provisions to students enrolled in modular programs.

Presenter: Amanda Sharp, NASFAA Moderator: Cecelia Dwyer, College Ave

Weirdos and Wildebeests: Encountering Conflicting…. Louis XVI

Personalities

Whether from parents, students or co-workers, we all encounter conflict in our office. Where

these odd creatures called Homo sapiens roam the experience is unavoidable. Sometimes it

makes us wish we were locked in our office with conflicting information instead. The trick is

not to try to escape or eradicate personal conflict but rather to understand where it comes

from and learn how to harness its power toward positive ends in the human ace…or at least in

our office!

Presenter: David Haggard, Bryan College Moderator: Cathy Shell, Lees McRae College



27


EFC Hand Calculations Venetian Pell or no Pell? Come hear the tale of two sisters who lived in a castle. One volunteered in the community and one worked hard helping to rule the kingdom. Who might receive Pell and whomight just get frozen out. In this session you will enjoy using EFC hand calculations as you solve the mystery.

Presenter: Jill Rayner, University of North Georgia Moderator: Pat Barton, Clayton State University

Default Management—From TIVA to Delinquency Barclay

Lessons Learned and What You Need to Know

This session will address recommended activities, factors to consider and questions to ask,

the TIVA and 3rd party vendor services landscape, and lessons learned.

Presenters: Gary Spoales, American Public University System Ron Parker, Student Data Warehouse

Moderator: Gary Mann, Georgia Student Finance Commission

Social Media and the Financial Aid Office Galaxie

This presentation will provide an overview of the current social media usage in financial aid

offices and provide guidance to participants about ways they can get started using this

important communication tool.

Presenters: Amy Gerber, Great Lakes Higher Education Corporation Elizabeth Daniel, Great Lakes Higher Education Corporation Moderator: Paul Coscia, Salem College Counseling Undocumented Students Lansdowne

There are an estimated 11,700 undocumented immigrants in the United States. New York, Illinois, Florida, California, Texas and Arizona remain the states with the largest undocumented population; however other states have seen a significant growth in the number of undocumented residents. There is often much confusion on how we can best serve these students as laws vary by state. This session examines the federal and state laws regard ing financial aid eligibility for Deferred Action for Childhood Arrivals (DACA) students. Best practices for working with these students will be identified and discussed.

Presenters: Joan Bailey, St. Petersburg College Francisco Valines, Florida International University Moderator: Becky Davis, Great Lakes Higher Education Corporation



28

Vendor Area Open 2:30 pm-5:00 pm

Break 2:30 pm-2:45 pm

State Meetings 2:45 pm-3:45 pm

Alabama Continental Ballroom

Florida Grand Ballroom A—C

Georgia Venetian

Kentucky Lansdowne

Mississippi Galaxie

North Carolina Hernando DeSoto

South Carolina Barclay

Tennessee Forest

Virginia Louis XVI


Unusual Enrollment History Continental Ballroom

This session will cover Unusual Enrollment History (UEH) requirements and common issues.

We will review the current process and upcoming changes.

Presenter: Carney McCullough, US Department of Education Moderator: Irma Molinares, ECMC

Hot Topics for Graduate and Professional School FAA’s Forest

The presenter will be facilitating an interactive session to discuss hot topics FAA’s deal with

on a day-to-day basis while serving graduate and professional students. Topics will

include, but are not limited to, satisfactory academic progress, professional judgment, and

consumer information disclosures.

Presenter: Joanna Darden, University of Memphis Moderator: Josephine Brown, Trident Technical College Anger Management Louis XVI

Anger can be an incredibly damaging force, costing people their jobs, personal relationships,

and even their lives when it gets out of hand. However, since everyone experiences anger,

it is important to have constructive approaches to manage it effectively. The Anger

Management session will help teach participants how to identify their anger triggers and

what to do when they get angry.

Presenters: Lenora Jackson, Spelman College Em McNair, The Extra Edge Professional Development Firm Moderator: Amy Gerber, Great Lakes Higher Education Corporation



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Direct Loan Reconciliation Venetian

We'll focus on the three A's of reconciliation: Agreement, Accountability, and Action. We'll

talk about what you need to do to ensure your school's internal records (both Financial Aid

and Business Office) match dollar for dollar and date for date with FSA systems. We'll take

a look at some COD financial screens, COD generated reports, and how it all comes together.

Both Financial Aid Office and Business Office staff are welcome in this session.

Presenter: Wood Mason, U.S. Department of Education Moderator: Rachel Cavenaugh, Cape Fear Community College NASFAA Ethical Principles Barclay

In March, 2014, our NASFAA Board of Directors approved an update to our Statement of

Ethical Principles and Code of Conduct for Financial Aid Professionals, as proposed by a

membership committee of financial aid administrators. In this session, learn about the

difference between our broad-based, aspirational ethical principles and the focused, basic

code of conduct with its particular enforcement procedures. Find out why the NASFAA

Board of Directors has updated, clarified, and codified these professional expectations and

what it means (and doesn’t mean) for you, your institutions, and our students.

Presenter: Eileen O’Leary, NASFAA Chair, Stonehill College Moderator: Sharon Williams, Lawson State Community College SASFAA Listening Session Galaxie

Join other SASFAA Colleagues as we discuss the future of SASFAA. This session is designed

to gather information from the SASFAA membership as we move toward developing a new

Long Range Plan. Please bring your ideas, questions, and strategies to help shape SASFAA’s

future.

Presenter: Sandra Neel, University of Louisville Moderator: Elizabeth Daniels, Great Lakes Higher Education Corporation Improving Customer Service Interactions Lansdowne

Where do your students and families turn when they need help? How do you ensure that y our Financial Aid Office is providing good customer service? Join us for a discussion on how Sallie Mae approaches customer service and how our best practices can help you ensure that your office is always making a good first impression.

Presenters: Sonja McMullen Presenters: Laura Dickerson, Sallie Mae Moderator: Shannon Cross, USA Funds



30

Evening on Your Own

Bingo & Networking 8:00 pm-10:30 pm Skyway

Buffet Breakfast 7:15 am-8:30 am Grand Ballroom A-C

Business Partner Solutions 7:30 am-8:30 am

ASA Forest

TG Hernando DeSoto

ELM Louix XVI

FAS Venetian

Vocado Galaxie

Sallie Mae Lansdowne


Stopping Fraud, Waste and Abuse in the Continental Ballroom

Student Aid Programs

The Department of Education Office of Inspector General ‘s organization, mission and

structure, examples of Title IV fraud schemes, real life case examples, what you can do to

help deter fraud, waste and abuse and how and when to make referrals.

Presenter: Tom Utz, Office of Inspector General Moderator: Jenelle Handcox, University of North Carolina-Pembroke

PLUS Loans A to Z Forest

Whew! Do we have some things to talk about here or what? Changes to adverse credit history

criteria and a number of COD System modifications will give you a better way to "track" those

borrowers experiencing difficulty securing a PLUS loan. We'll look at other aspects of the

Direct PLUS Loan Program as well, but concentrate on the credit changes and how COD will

deal with them.

Presenter: Wood Mason, US Department of Education Moderator: Sandra Rockett, Dyersburg State Community College




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One Thing 100% of Schools Should Care About: Hernado DeSoto

Tending to Your Default Rate

Student loan default isn’t strictly a student issue or a financial aid issue. Rather it affects everything

from enrollment to graduation rates. With nearly every campus in poor standing, schools are

scrambling to figure out how to minimize the risk associated with high loan default rates. Learn how

you can reverse the default outcome early by harnessing big data to shape effective financial education

and communication strategies that put students, and your campus, on the right track for financial

success.

Presenter: Paul Mittelhammer, Inceptia

Moderator: Karen Hauser, Vanderbilt University

Financial Literacy Family Feud Style Louis XVI

Join us for an entertaining take on Family Feud, financial literacy style. We’ll share the results of a

recent national survey of financial aid administrators and more!

Presenters: Dave Deibel, ECMC

Irma Molinares, ECMC

Todd Woodlee, iGrad

Moderator: Stephanie Miller, Jacksonville State University

Verification 2015-2016 Venetian

Is your school properly verifying student files according to the Department of Education criteria?

Would your verification policy hold up to an ED program review? Come learn about the 15/16 ED

verification items, documentation requirements, and tracking group criteria, along with the V4/V5

monitoring process in the FAA Access to CPS Online system. We will also discuss common

verification concerns and reminders. Time will be set aside for questions and answers.

Presenter: David Bartnicki, US Department of Education

Moderator: Adedayo Lawal, First Marblehead

Where Academics and Financial Aid Intersect Galaxie

Student learning anytime and anywhere, flexible schedules, on-line programs, modules, new

programs, program changes, special programs, location changes…HELP!!! Common questions from

the FAO, “Why didn’t I know this?!” and “You’re doing what??!!” When schools attempt to meet the

needs and learning styles of their diverse student bodies by being innovative in academic offerings,

financial aid regulations are not generally the focus—or even considered. All too often, the Financial

Aid Office is the last to know. This session will explore the points where academics and financial aid

meet--and conflict ensues. What can financial aid directors do to ensure their schools remain in

compliance?

Presenter: Joan Zanders, Northern Virginia Community College

Kendra Allen, Northern Virginia Community College

Moderator: John Reimer, Northern Virginia Community College



32


SAP Best Practices—Roundtable Lansdowne

Join us to see how a four-year public university, four year private university and two year

community college helps students through the SAP process. Learn how each institution

bridges the gap for students between academic and personal difficulties to helping them be

successful. There will be time or a Q & A if you want to ask questions about how you deal

with SAP at your own institution.

Presenters: Amy Berrier, University of North Carolina-Greensboro Rachel Cavenaugh, Cape Fear Community College Cathy Shell, Lees-McRaie College Moderator: Rhonda James, University of St. Augustine-Health Sciences


NCAA: An Update on Division I Financial Aid Regulations Continental Ballroom

This session, intended for NCAA Division I schools will provide an update on issues affecting

NCAA Division I financial aid legislation to help prepare you to discuss these issues on your

campus and within your conference.

Presenter: Kris Richardson, NCAA Moderator: Paul Mittlehammer, Inceptia 19+ Years and Counting—The Conundrum of Credit, Debt Forest

and Student Loan Repayment After Graduate School

This presentation provides tips to help graduate students stay on top of their debt and

includes advice on how being responsible with credit and their finances will help prepare

them for their financial future. Topics will include: money management techniques, how

to build and maintain good credit, how to use credit wisely, protecting your identity, and

understanding/managing student loan repayment.

Presenters: Sonja McMullen, Sallie Mae Laura Dickerson, Sallie Mae Moderator: Renne Suryan, SoFi Navigating the Multi-Generational Workplace Hernando DeSoto

Are the complexities of working in a multi-generational environment leaving you frustrated?

Although those differences can sometimes cause tension, they also create significant

opportunities! This session will illustrate ways we can learn from each other and provide

even more value in working with our students!”

Presenter: David Bowman, Great Lakes Higher Education Corporation Moderator: Mae St. Julien, American Student Assistance



33


Get Ready for Your Close Up! How to Develop, Louis XVI

Implement and Maintain a Successful Social Media Program

within the Financial Aid Office.

It’s no Hollywood secret that more and more schools are turning to social media to connect with

current and potential students. What can feel like a secret is how such social media projects are

executed and successful. Join us in exploring these questions, and learning how Tri-County Technical

College has effectively utilized Twitter within their Financial Aid Office. You will not only be able to

meet @AuntFAE, but will be exposed to the development, implementation and on-going maintenance

that the campus celebrity requires. Group discussion concerning social media among all types of

higher education institutions will also be encouraged. Whether you’re new to social media or a

veteran professional, this session will allow you to connect, network, and gain a new follower!

#smartdecision

Presenters: Catherine Durant, Tri-County Technical College Ross Hughes, Tri-County Technical College Moderator: Vera Riddick, Old Dominion University Consumer Information Venetian

Does your school currently provide all of the required consumer information disclosures to all

students and employees? Are your disclosures complete and do they meet all of the Department of

Education guidelines? If you are unsure, then this session is for you. We will discuss general,

program and school specific consumer information requirements for schools participating in the Title

IV programs.

Presenter: David Bartnicki, US Department of Education Moderator: Ron Gambill, Edsouth What’s the Point of the E-App? Galaxie

Get acquainted with the mandated regular recertification of the Program Participation Agreement

(PPA) as well as changes that can affect your school’s participation. How and when to do you report

these changes to the Department via the e-App.

Presenter: Wayne Kruger, St. Petersburg College Moderator: Rachel Cavenaugh, Cape Fear Community College Developing an Office Operational Calendar Lansdowne

Have you often wished that your office had all its major tasks, deadlines, important dates, events, etc. in one place? This session will show you one method of how to put together an operational calendar and then how to maintain it over time. Additionally, we will look at examples from other schools that have established their own operational calendars and learn how they ensure they are kept up-to-date, utilized and functional.

Presenter: Zita Barree, Hampden-Sydney College Moderator: Laura Dickerson, Sallie Mae



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Luncheon & Awards 11:45 am-1:45 pm Grand Ballroom A-C

Concurrent Sessions 2:15 pm - 3:30 pm

Pell Grant Calculation for Clock Hour Schools Continental Ballroom

Learn to calculate Pell Grants for programs offered in clock hour and non- term programs. We will discuss Pell payment schedules, Pell formula four, crossover payment periods, and the effect of the Lifetime Eligibility Used (LEU) calculation on awards.

Presenter: Carney McCullough, US Department of Education Moderator: Irma Molinares, ECMC Direct Loan Tools and Tips Forest

We'll talk about ways to help you manage your Direct Loan processes. We'll cover managing your school's options for COD Reports, StudentLoans.gov settings, the correct reporting of Direct Loan Academic Year and Loan Periods, anticipated vs. actual disbursement data and dates, cash management, and other aspects of smooth Direct Loan processing.

Presenter: Wood Mason, US Department of Education Moderator: Julie Finn, First Marblehead Flipping the Financial and Debt Literacy Conversation Hernando DeSoto

Financial and Debt Literacy is not just a financial aid issue, but rather a campus responsibility. Campuses offering early, and ongoing, financial and debt literacy education across student and academic programs are seeing results in student financial decision making, particularly as it relates to borrowing habits and debt management. This education proves most effective when offered in interactive and relevant formats. This session will share best practices and will offer data demonstrating the results of this education on students’ financial behaviors. The session will also share the concept of a “flipped classroom approach” for teaching finances. Whether it is a full length personal finance course or a financial education component of orientation or FYE curriculum, it’s never just about the content, it is about how that content is delivered.

Presenters: Brad Barnett, James Madison University Todd Woodlee, iGrad Moderator: Sarah Baumhoff, Kennesaw State University



35


Demystifying the Audit or Program Review Louis XVI

Join us as we discuss the most common audit findings and what can be done to minimize the

risk and exposure for them within your financial aid office and/or school. We’ll provide you

with some ideas on how to ensure your office is ready for review and walk you through the

steps to execute an efficient and effective response to an audit.

Presenters: Drew Blanchard, Poslethwaite & Netterville Wendy Hutchins, Poslethwaite & Netterville Moderator: Gary Spoales, American Public University System

R2T4 Basics Venetian

Have you always wanted to be an R2T4 expert? Well now is your chance. This session will go

over basic definitions and concepts crucial to conducting a proper R2T4 calculation. We

will discuss common issues specific to both credit hour and clock hour programs while

going over each of the calculation steps in detail.

Presenter: David Bartnicki, US Department of Education Moderator: Brent Tener, Vanderbilt University

SAP for Graduate and Professional Programs Galaxie

From a graduate program perspective, the facilitator will host a discussion on the terms,

implementation of policies, and pitfalls to avoid. This session will help you to understand the

changes that were made to SAP regulations by the US Department of Education. This

session will also help you to identify successful partnerships with other campus offices in an

effort to make the SAP process an institution-wide concern.

Presenter: Frank Valines, Florida International University Moderator: Jill Vickers, Tennessee Student Assistance Corporation

TG Loan Counseling Study Lansdowne

Students need effective counseling to successfully navigate student loan borrowing and

repayment, but what makes counseling effective? TG conducted research on the history and

current practices of student loan counseling. Drawing on research at over 20 campuses,

presenters will outline barriers to effectiveness, promising practices, and recommendations

for improving process.

Presenter: Carla Fletcher, TG Moderator: Brenda McCafferty, Inceptia



36


Ask a Fed Continental Ballroom

Do you have a Title IV question but can't seem to find a Fed when you need one. Then come

to this session being led by one of our favorite Feds. No topics are off limits and no

questions are dumb. So bring your questions and get ready for answers (whether you like

them or not).

Presenters: David Bartnicki, U.S. Department of Education Carney McCullough, U.S. Department of Education Moderator: Lenny Akins, Inceptia Time to Make A Change: Professional Judgment Forest

Adjustments to the Expected Family Contribution (EFC) or changes in dependency status are some of the most interesting, yet challenging, reviews Financial Aid Administrators encounter. In this session, we will use case studies to discuss and debate the professional judgment processes, philosophies, and outcomes. Come ready to share your unusual PJ situations! This interactive and informative session is geared for financial aid professionals with 1-2 years of experience.

Presenters: Laura Diven-Brown, University of Mississippi Steve Taranto, University of Mississippi Moderator: Renne Suryan, SoFi Applying Analytics to Improve Your Cohort Default Rate Hernando DeSoto

Understanding the characteristics of borrowers who default on their student loans and those who successfully pay back their loans is a prerequisite to a targeted, cost-effective default prevention program. Using examples from one community college, attendees at this session will learn how to develop profiles of both types of borrowers and how to use these profiles with customized communications and counseling campaigns to promote successful student loan repayment and compliance with federal cohort default rate standards.

Presenter: George Covino, USA Funds Moderator: Shannon Simmons, Georgia College



37


Composition or Improvisation? Venetian

The Form and Analysis of Costs of Attendance Budgets

This session will discuss the basic requirements and best practices for constructing Costs of Attendance budgets. Participants are encouraged to come to this session ready to share both their best practices and their challenges in the budget construction process.

Presenter: Philip Hawkins, University of West Georgia

Moderator: Brenda Pittman, William Carey College-Hattiesburg

Hiring, Leading and Motivating Galaxie

This session is designed to equip you with tools to enhance your skill set to hire, lead, and

motivate your team. The seminar will cover best practices in these areas, and will highlight

specific tools available to those in leadership positions.

Presenters: Dottie Davidson, Regent University Rachael Wright, Regent University Moderator: Sylvia Jones, Wells Fargo

A Holistic Approach to Better Serve Under-Resourced Lansdowne

Demographics

Meeting the holistic needs of a diverse demographic can be time consuming and is human

interaction intense. This session will explore best practices in engaging internal and

external partners; realigning scarce resources, and leveraging technologies to free up staff to

serve this demographic during economically challenging times.

Presenters: Francisco Valines, Florida International University Michael O'Grady, Financial Aid Services Robert Muhammad, Winston-Salem State University Matisa Schraven, MOHELA Moderator: Todd, Woodlee, iGrad

Evening On Your Own—Enjoy Beale Street!



38

Spirit Day!

Breakfast 8:00 am-9:00 am Grand Ballroom A-C

Closing Session 9:00 am-11:30 am Grand Ballroom A-C

Presentation of Charity Donation

Business Meeting

Federal Update: Carney McCullough, U.S. Department

of Education

Wrap Up

Wednesday, February 25, 2015


39

Vendors

Vendor Name Booth Number

AcademicWorks 23

Access Group 34

American Student Assistance/SALT 11

Charter One Bank 27

CMD Outsourcing Solutions 30

Discover Student Loans 3

ECMC 15

Edfinancial Services 6,7

Edsouth N/A

Education Partners 14

ELM Resources 22

ERS Contact Center Solutions 19

FATV 4

FEDLOAN Servicing (PHEAA) 2

Financial Aid Services 12

Great Lakes Educational Loan Services, Inc. 21

Greenwood Hall 28

iGrad 32

Inceptia 24

Kentucky Higher Education Assistance Authority 29

LendKey 5

MOHELA 35

National Student Clearinghouse 31


40

Vendor Name Booth Number

Navient 20

Nelnet 36

Next Gen Web Solutions 16

PNC 25

Postlethwaite & Netterville 8

Sallie Mae 33

SoFi 13

Student Aid Services 18

SunTrust Bank 17

TG HigherEDGE Default Management Solutions 10

U-Fi 37

USA Funds 26

Vocado 1

Wells Fargo 9

Vendors


41

Priority Sponsors


42

Priority Sponsors


43

Special thanks to the following individuals who have helped make

this conference a success:

KHEAA for the use of audio visual equipment; and Julie Clay for the conference logo. Inceptia and Paul Mittlehammer for printing the name badges. Sheryl Dennis, wife of Past President Jeff Dennis, for volunteering at the Registration desk during the conference. Walter Nowicki, husband of Sponsorship Chair Janet Nowicki, for his assistance in the weeks leading up to and on site during the conference. The Conference Committee for stepping up and accepting the challenge! Michael Morgan and the Local Arrangements Committee for their assistance and the warm Memphis welcome. Our Session Presenters – without you none of this would be possible! Our Session Moderators for volunteering to help the sessions run smoothly. Our New Members –welcome to SASFAA and we look forward to seeing you next year in Greensboro and for many years to come!

Special Recognition


44

SASFAA PRESIDENTS

Year Name Institution and Location

1963-65 James F. Carr, Jr. Florida Board of Regents, FL

1965-66 Kingston Johns The College Board, GA

1966-67 Charles H. Watson Georgia Institute of Technology, GA

1967-68 Robert B. Kimmell Florida State University, FL

1968-69 Kenneth L. Wooten University of Mississippi, MS

1969-70 Cannon R. Mayes SC Commission of Higher Education, SC

1970-71 James E. Ingle University of Kentucky, KY 1971-72 Eunice L. Edwards Fisk University, TN

1972-73 Richard L. Waters University of Tennessee, TN

1973-74 Winston Bruce E. Thomas Cleveland

University of Mississippi, MS Samford University, AL

1974-75 Priscilla M. Light Lynchburg College, VA

1975-76 David L. Hartshorn Florida Junior College, FL

1976-77 Joe L. McCormick Mississippi State University, MS

1977-78 William M. Geer University of NC at Chapel Hill, NC

1978-79 Gerald T. Bird University of Alabama-Birmingham, AL

1979-80 Curtis R. Whalen University of NC at Charlotte, NC

1980-81 Herb Vescio Eastern Kentucky University, KY

1981-82 Benny H. Walker Furman University, SC

1982-83 Cheryl Wilkes O’Keefe Medical College of Georgia, GA

1983-84 Preston Rosser Valencia Community College, FL

1984-85 Marvin G. Carmichael Clemson University, SC

1985-86 Eleanor S. Morris University of NC at Chapel Hill, NC

1986-87 Daniel L. Miller Phillips Colleges, MS 1987-88 Vernetta P. Fairley Pearl River Community College, MS

1988-89 Patsy Braxton North Carolina School of the Arts, NC

1989-90 William P. Rodgers Phillips College, MS

1990-91 Don Rainer AL Commission on Higher Education, AL

1991-92 Marleen Ingle University of NC at Greensboro, NC

1992-93 Cruzita Lucero Walters State Community College, TN

1993-94 David R. Gelinas University of the South, TN

1994-95 David Cecil Eastern Kentucky University, KY


45

SASFAA PRESIDENTS

Year Name Institution and Location

1995-96 Karen Fooks University of Florida, FL

1996-97 Joel V. Harrell University of Tennessee-Chattanooga, TN

1997-98 Carol A. Mowbray Northern Virginia Community College,

VA 1998-99 Susan Little University of Georgia, GA

1999-00 Mary Givhan Mississippi College, MS

2000-01 Bill Cox Meredith College, NC

2001-02 Clark Aldridge University of Montevallo, AL

2002-03 Karen Koonce DiFilippo Tidewater Community College, VA

2003-04 Ron Day Birmingham Southern College, AL

2004-05 Janet Sain Nowicki ECPI, NC

2005-06 Guy Gibbs Northern Virginia Comm. College, VA

2006-07 Brent Tener Vanderbilt University, TN

2007-08 Lisanne Masterson Brevard College, NC

2008-09 Heather Boutell Bellarmine University, KY

2009-10 Keith Reeves Clemson University, SC

2010-11 Sandra Neel Bellarmine University, KY

2011-12 Brad Barnett James Madison University, VA

2012-13 Jeff Dennis Southern Wesleyan University, SC

2013-14 Zita Barree Hampden-Sydney College, VA

2014-15 Nathan Basford Florida State University, FL


46

SASFAA DISTINGUISHED SERVICE AWARD

Year Recipient Institution

1981-82 Dr. Neal Berte Birmingham-Southern College

1982-83 Carl D. Perkins U.S. House of Representatives

1983-84 Dr. Dallas Martin NASFAA

1984-85 Eunice Edwards Herb Vescio

Fisk University Eastern Kentucky University

1986-87 William M. Geer University of NC at Chapel Hill

1986-87 Palmer Freeman Leroy Springs Foundation

1987-88 Dr. James F. Carr Harding College

1988-89 Guy Snavely Pickett and Hatcher Educational Fund, Inc.

1989-90 Dr. William Wall Alabama Commission on Higher Education

1990-91 Vernetta P. Fairley University of Southern Mississippi

1991-92 Cheryl Wilkes

O’Keefe Medical College of Georgia

1992-93 Preston Rosser Valencia Community College

1993-94 Gerald T. Bird Robert Evans

College Scholarship Service U.S. Department of Education

1994-95 Marvin G. Carmichael Francine Reeves

Clemson University U.S. Department of Education

1995-96 Ron Gambill Tennessee Student Assistance Corp.

1996-97 Jack L. Woodward Millsaps College

Cruzita Lucero Walters State Community College

1997-98 David Cecil Karen Fooks

Transylvania University University of Florida

1998-99 Curtis Whalen Betty Whalen

University of NC at Charlotte Wingate College

1999-00 Joel Harrell Clark Atlanta University

2000-01 Randy Craig Eleanor S. Morris

Education Credit Management Corp. University of NC at Chapel Hill

2001-02 Susan Little Carol Mowbray

University of Georgia Northern Virginia Community College

2002-03 Mary Givhan Ken Player

Mississippi College South Carolina Student Loan Corp.

2003-04 Jane McNaughton Union Planters Bank

2004-05 Bob Godfrey University of South Carolina-Columbia

2005-06 Clark Aldridge David Gelinas

Collegiate Funding Services University of the South


47

SASFAA DISTINGUISHED SERVICE AWARD

2006-07 Janet Sain Nowicki Rosemary Stelma

SunTrust Education Loans East Carolina University

2007-08 Guy Gibbs Greg Martin

Northern Virginia Comm. College U.S. Department of Education

2008-09 Bill Cox Karen Koonce

DiFilippo

NC State Education Assistance Authority Wachovia

2009-10 Debra Talley University of Alabama, Birmingham

2010-11 Ron Day Kennesaw State University, Georgia

2011-12 David Bartnicki U.S. Department of Education

2012-13 Brent Tener Vanderbilt University

2013-14 Dr. David Mohning Vanderbilt University

Documents

February 22-25, 2015 Memphis, TN The Peabody Hotel