TASFAA 2011 Annual Conference

TASFAA 2011 Annual Conference

2010-11 Executive Board

President: Sandra Rockett, Dyersburg State Community College President Elect: Lester McKenzie, Tennessee Tech University

Past President: Marian Huffman, Lee University Secretary: Amy Collins, East Tennessee State University

Treasurer: Ashley Bianchi, Rhodes College

2010-11 Sector Representatives

Representative at Large: Rick Taphorn, Bryan College Private Representative: John Brandt, Union University

Proprietary Representative: Chris Farris, National College of Business & Technology Public 2 Year Representative: Joy Goldberg, Roane State Community College

Public 4 Year Representative: Donna Price, Austin Peay State University TTC Representative: Amanda Heath, Tennessee Technology Center at Covington

2010-11 Committee Chairs Association Governance: Clyde Walker, Vanderbilt University

Awards: Nancy Beverly, King College Budget/Finance: Cara Suhr, Tennessee Technology Center at Nashville

Conference: Jeff Gerkin, University of Tennessee Electronic Services: Rick Taphorn, Bryan College Governmental Relations: Ron Gambill, Edsouth

Historical: Jan Lassiter, Edsouth Long Range Planning: Cruzie Lucero, Northeast State Community College

Membership: Leah Louallen, Nashville State Community College Mentoring: Jeanne Stewart, South College - TN

Newsletter/Public Relations: Debby Nuchols, SunTrust Bank Nominations: Marian Huffman, Lee University

Site Selection: Joanie Walker Sponsorship: Lester McKenzie, Tennessee Tech University

State Programs Liaison: Tim Phelps, TSAC TASFAA Advisory Committee to TSAC: Marian Huffman, Lee University

Training: Wanda Emfinger, Motlow State Community College

TASFAA 2011

Cool Springs Marriott

Franklin, Tennessee

Executive Board and Committee Chairs

Jeff Gerkin, University of Tennessee, Chair

Sandra Rockett, Dyersburg State Community College, TASFAA President

Lester McKenzie, Tennessee Tech University, TASFAA President-Elect

Marian Huffman, Lee University, TASFAA Past President

Ashley Bianchi, Rhodes College

Wanda Emfinger, Motlow State Community College

Sara Jackson, Chattanooga State Community College

Leah Louallen, Nashville State Community College

Jane Pennington, TSAC

Rick Taphorn, Bryan College

Celena Tulloss, University of Tennessee

Joanie Walker

TASFAA 2011


Franklin, Tennessee

2011 Conference Committee

TASFAA 2011


Franklin, Tennessee

TASFAA President’s Welcome Letter

April 10, 2011

Dear TASFAA Colleagues and Friends:

On behalf of the TASFAA Conference Committee, I am excited to welcome you to the

2011 TASFAA Conference!

As we work to meet the challenges of these uncertain times in our profession, we can be

reassured to know that we have a great network of partners and friends within the financial

aid community on which to rely. This year’s theme “Partners in Progress and Change,”

provides an opportunity for us to realize that we are not alone as we partner together with

TASFAA colleagues to gain knowledge that helps us provide valuable assistance to our

students.

Throughout the conference, you will find sessions designed to benefit everyone, from new

members to experienced ones. We start things off with our New Aid Officers Workshop

and will wrap up our conference with a federal update from Michael Roberts of the U.S.

Department of Education. In between, we have Washington and TSAC updates, a

Grad/Professional School general session, and a wide array of concurrent sessions to keep

you up to date on the latest developments in financial aid.

A special thank you goes to our lending partner colleagues who participate in and support

our conference training efforts. Their financial support is critical to TASFAA. Please stop

by their booths and thank them for their support.

As you participate in the conference training, enjoy some relaxation, and visit with

TASFAA friends and colleagues, it is our hope that your time spent with us will help

you bring everything back “In Focus.”

Sincerely,

Jeff Gerkin

TASFAA Conference Chair

TASFAA 2011


Franklin, Tennessee

Conference Chair’s Welcome Letter

Cell Phones/Electronic Devices As a courtesy to the speaker and attendees, please turn your cell phones and/or electronic

devices to a silent position during General and Concurrent Sessions.

Conference Attire Business casual attire is appropriate for the entire conference.

Hospitality Suite

The TASFAA Hospitality Suite is Suite 1120 and will be open at various times throughout the conference. The hours are listed in the agenda section of this program and in the Pocket Program.

Meals

Please note that Monday and Tuesday Dinner is “On Your Own”. For conference meals, individuals who requested vegetarian meals can indicate this to the wait staff during each meal and they will accommodate your request. Meal tickets are needed for guests only and may be purchased for

meal functions. Tickets will be available for purchase at the registration desk.

Name Badges Please wear your name badge at all times as it is necessary for admission to all conference sessions

and meals. If you misplace your badge, please go to the registration desk.

Smoking Policy The Franklin Cool Springs Marriott is a non-smoking hotel.

Special Thanks

As always, the members of TASFAA express their gratitude for the continued support from our grand patron, patron, sponsor, vendor, and contributor friends and colleagues who have allowed us to offer this spring conference for a reasonable fee. A listing of those agencies and organizations

providing conference support is included in this program.

Vendor Area The vendor area will be considered closed during all General Sessions and meal functions.

TASFAA 2011


Franklin, Tennessee

Information for Conference Participants

7:30 - 4:30 Conference Headquarters Clydesdale

8:30 - 9:00 New Aid Officer Workshop Registration Registration Counter

8:30 - 9:00 New Aid Officer Workshop Breakfast Williamson

Sliced Seasonal Fruit, Berries and Whole Bananas, Smoked Ham and Cheese Croissants, Sausage Biscuits, Cinnamon Rolls,

Coffee and Tea

8:30 - 9:00 Executive Board Breakfast Franklin

Sliced Seasonal Fruit, Berries and Whole Bananas, Smoked Ham and Cheese Croissants, Sausage Biscuits, Cinnamon Rolls,

Coffee and Tea

9:00 - 4:00 New Aid Officer Workshop Williamson

Presiding: Wanda Emfinger, Chair Training Committee Motlow State Community College

9:00 - 2:30 Exec Board Meeting Franklin

Presiding: Sandra Rockett, TASFAA President Dyersburg State Community College

12:00 - 1:00 New Aid Officer Workshop & Executive Board Lunch

Salons 1-2

Caesar Salad with Shredded Parmesan Cheese, Toasted Garlic Croutons, and Classic Caesar Dressing

Meat Lasagna Chef’s Medley of Fresh Vegetables

Assorted Sweets Coffee, Tea and Iced Tea

1:30 - 3:00 Vendor Area Set Up Salons 7-10

2:00 - 4:45 Conference Registration Registration Counter

2:00 - 4:45 TASFAA Suite Open Suite 1120

3:00 - 4:30 Governmental Relations Committee Arabian

Presiding: Ron Gambill, Chair Edsouth

3:00 - 5:00 Vendor Area Open Salons 7-10

TASFAA 2011


Franklin, Tennessee

Agenda for Sunday, April 10, 2011

5:00 - 6:15 Opening Session Salon 6


Welcome and Opening Remarks

Recognition of New Aid Officers Attendees and Instructors

Moderator: Jeff Gerkin, Chair Conference Committee University of Tennessee

Key Note Address: Direct Loans & COD Update

Speaker: Mason Wood, US Department of Education

This session will explain what COD is looking for in an incoming Loan Origination Record (LOR) and actual disbursement data from the school. We'll look at what COD edits against and what to look for in your response and how they impact your processing. We'll also look at

some common concerns schools have and how to address them. Lastly, we'll see what COD Release 10.0 brought as well as what's on tap for COD Release 10.1.

6:30 - 7:30 Dinner Salon 6

Southern Buffet

Southern Fried Chicken Southern Fried Catfish

Creamy Cole Slaw Southern Style Green Beans

Roasted Garlic Mashed Potatoes Double Chocolate Layer Cake New York Style Cheesecake

Coffee, Tea and Iced Tea


TASFAA 2011


Franklin, Tennessee

Agenda for Sunday, April 10, 2011 (page 2)



8:00 - 9:00 Continental Buffet Breakfast Marble Foyer

Freshly Baked Muffins Hot Oatmeal

Sliced Seasonal Fruit Crisp Bacon Strips

Country Biscuits and Gravy Cranberry and Orange Juice

Coffee, Tea, Milk

9:00 - 10:15 TSAC Update Salon 6

Presiding: Jeff Gerkin, Chair Conference Committee University of Tennessee

Moderator: Tim Phelps, State Programs Liaison

TSAC

Speakers: TSAC Staff

9:00 - 10:15 Grad/Professional Forum

Williamson

Moderator: Vicky Cagle Vanderbilt University

This session is an open forum for discussing issues related to graduate and professional schools.

Session runs concurrent with the TSAC Update.


10:45 - 11:45 General Session - Washington Update Salon 6

Moderator: Ron Gambill, Chair Governmental Relations Committee

Edsouth

Speaker: Brett Lief, President National Council of Higher Education Loan Programs (NCHELP)

“Buckle Up – Turbulence Ahead”. Student financial aid has already been impacted by the short-term

budget Continuing Resolutions and more has been suggested in the President’s budget proposal. This session will provide an update on what is and what is not happening in Washington and

what this might mean for students and schools.

TASFAA 2011


Franklin, Tennessee

Agenda for Monday, April 11, 2011

12:15 - 2:00 Luncheon/ Business Meeting Salon 6


Minutes from Annual Business Meeting

Treasurer’s Report Vendor/ Sponsor Tribute

TASFAA Longevity Awards

Chicken Piccata Plated Lunch Buttermilk Cheddar Biscuits

Garden Salad Roasted Garlic Mashed Potatoes

Roasted Vegetables Snickers Fudge Caramel Pie Strawberry Labamba Torte




2:15– 3:15 Concurrent Sessions (see concurrent session handout for full description)

E*GRandS Presenters: Robert Biggers, TSAC Naomi Derryberry, TSAC

Saddlebred

Promoting the Financial Aid Office Internally Presenter: Claude Pressnell, TICUA

Williamson

Building a Financial Literacy Curriculum: Is It Really Possible? Presenter: Mary Fenton, University of New Mexico

Franklin

One-Stop-Shop for Enrollment Management Presenter: Jeanne Hinchee, Chattanooga State Community College

Morgan

3:15 - 3:45 Break Salon 7-10

During this break, the TASFAA Mentoring Committee, under the leadership of Chair Jeanne Stewart, will host special topic tables in the vendor area. This will be an opportunity for you to sit down with fellow members and discuss the topic or ask questions or offer advice on that particular topic.

TASFAA 2011


Franklin, Tennessee

Agenda for Monday, April 11, 2011 (page 2)

3:45 - 4:45 Concurrent Sessions (see concurrent session handout for full description)

Mentoring: What Is It & How Do We Do It Effectively? Presenter: Mary Fenton, University of New Mexico

Highland

Tax Tips to Help With Verification and Professional Judgment Presenter: Larry Rector, Johnson Bible College

Williamson

Satisfactory Academic Progress Panel Discussion Panelists: Donna Price, Austin Peay State University Dianne Cox, University of Tennessee, Chattanooga Sandy Davidson, South College

Franklin

Policies & Procedures Panel Presenter: Jane Pennington, TSAC Panel - TBA

Morgan

5:30 - 7:00

President’s Reception

TASFAA Suite 1120


Light finger foods


Dinner on Your Own/Free Evening

TASFAA 2011


Franklin, Tennessee

Agenda for Monday, April 11, 2011 (page 3)



8:00 - 9:00 Continental Buffet Breakfast Marble Foyer

Bagels with Cream Cheese Assorted Fruits Yogurts

Grits with Cheddar Cheese Scrambled Eggs

Country Sausage Links Orange Juice, Coffee, Tea


9:00 - 10:15 General Session - Federal Update, Part 1 Salon 6

Moderator: Jeff Gerkin, Chair Conference Committee University of Tennessee

Speaker: Michael Roberts, US Department of Education

This general session will provide the latest regulatory and guidance updates for the

Program Integrity regulations and some time for questions and answers.



E*GRandS Presenters: Robert Biggers, TSAC Naomi Derryberry, TSAC

Saddlebred

Counseling Students Regarding the Impact of Their Financial Behavior Presenter: Mary Fenton, University of New Mexico

Williamson

Year Round Pell Grant Presenter: Michael Roberts, US Department of Education

Franklin

Best Practices for Financial Aid Presentations Presenters: Jim Shannon, Christian Brothers University Drew Freeman, TSAC

Highland

How to Use Social Networking Sites to Communicate With Families Presenter: Sonja McMullen, Sallie Mae Panelists: Lester McKenzie, Tennessee Tech University Amy Collins, East Tennessee State University Sheryl Frazier, University of Tennessee, Martin

Morgan

TASFAA 2011


Franklin, Tennessee

Agenda for Tuesday, April 12, 2011

12:00 - 1:30 Luncheon/Awards Salon 6

Presiding: Sandra Rockett, TASFAA President, Dyersburg State Community College

SASFAA Address

Executive Board Recognition (please sit in reserved section) Conference Committee Recognition (please sit in reserved section)

Past Presidents Recognition (please sit in reserved section) TASFAA Awards: President and Distinguished Service

Meat Lasagna Plated Lunch Assorted Rolls with Butter

Garden Salad with Choice of Dressing Medley of Fresh Vegetables

Chef’s Choice of Starch Assorted Desserts


1:30 - 3:00 Vendor Area Breakdown Salons 7-10


VA Education Benefits: What Are They Entitled To? Presenter: Melissa Cole, US Department of Veterans Affairs

Saddlebred

Net Price Calculator Panel Discussion Panelists: Lester McKenzie, Tennessee Tech University Sheryl Frazier, University of Tennessee, Martin Dave Mohning, Vanderbilt University Joe Myers, Motlow State Community College

Williamson

Consumer Information Presenter: Michael Roberts, US Department of Education

Franklin

Microsoft Excel: Beyond the Basics Presenter: Ryan Smith, Bryan College

Highland

TTC Meeting Coordinator: Amanda Heath, TTC Covington

Morgan

2:45 - 3:15 Break Marble Foyer

TASFAA 2011


Franklin, Tennessee

Agenda for Tuesday, April 12, 2011 (page 2)

3:15 - 4:15 Concurrent “Birds of a Feather” Sector Meetings (see concurrent session handout for full description)

Proprietary Sector Moderator: Chris Farris, National College

Saddlebred

4 Year Public Sector Moderator: Donna Price, Austin Peay State University

Williamson

Private Sector Moderator: John Brandt, Union University

Franklin

Community College Sector Moderator: Joy Goldberg, Roane State Community College

Highland

TTC Sector (3:15 - 5:00pm) Moderator: Amanda Heath, TTC Covington

Morgan

Dinner on Your Own


TASFAA 2011


Franklin, Tennessee

Agenda for Tuesday, April 12, 2011 (page 3)


8:00 - 9:00 Breakfast Salon 6

The Champion Plated Breakfast

Country Biscuits Freshly Scrambled Eggs

Crisp Bacon Strips Breakfast Potatoes Fresh Orange Juice

Coffee, Tea

9:00 - 10:15 General Session - Federal Update, Part 2 Salon 6

Moderator: Sandra Rockett, TASFAA President Dyersburg State Community College

Presenter: Michael Roberts, US Department of Education

This general session will provide the latest regulatory and guidance updates for the Program Integrity regulations and some time for questions and answers.

10:15 - 10:30 Closing Remarks/Door Prizes Salon 6

From Hotel

TASFAA 2011


Franklin, Tennessee

Agenda for Wednesday, April 13, 2011

Grand Patrons

Edfinancial Services Judith B. Kerzner

298 N Seven Oaks Drive Knoxville, TN 37922

865-342-5200 [email protected]

Ed South Ron Gambill

Suite 320 501 Corporate Centre Franklin, TN 37067


Tennessee Student Assistance Corporation Jane Pennington

404 James Robertson Pkwy, Ste 1510 Nashville, TN 37243


TASFAA 2011


Franklin, Tennessee

Grand Patrons

mailto:[email protected]


Discover Student Loans Wally Boudet

2500 Lake Cook Road Riverwoods, IL 60015


Great Lakes Educational Loan Services, Inc. Dave Bowman

145 Caraway Drive Spingboro, OH 45066


NSLP Brandon Dillard 111 Kearney Ct.

Nolensville, TN 37135 615-504-4960

[email protected]

SunTrust Bank Education Loans Debby Nuchols

921 Portsmouth Circle Maryville, TN 37803


U.S. Bank Craig Harris

116 Camarado Lane Hendersonville, TN 37075 800-242-1200 ext. 5446

[email protected]

USA Funds Teresa Spruill and Carol Buchli

9988 Crosspoint Blvd., Suite 400 Indianapolis, IN 46256

866-329-7673 ext. 0214, ext. 0202 [email protected] [email protected]

Wells Fargo EFS Joe Statuto

5308 Desmond Lane Orlando, FL 32821


TASFAA 2011


Franklin, Tennessee

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Documents

TASFAA 2011 Annual Conference