2018 NASFAA National Conference

Saturday, June 23, 2018

8:00 AM-5:00 PM

Board of Directors Meeting

12:00 PM-1:00 PM

Board of Directors Lunch

Sunday, June 24, 2018

12:30 PM-3:30 PM

NASFAA U: Return of Title IV Funds
Speakers: David Tolman and Brenda Hicks

NASFAA U: Verification
Speakers: David Futrell and Michael Kutcher

1:30 PM-3:30 PM

Diversity Event: Implicit Bias
Speaker: Lena Tenney

2:00 PM-3:00 PM

First-Time Conference Attendees' Kick-Off Networking Event - Sponsored by Edsouth

4:00 PM-5:30 PM

Opening Session With Keynote by Wes Moore - Sponsored by Oracle

5:30 PM-7:15 PM

Opening Reception and Exhibit Hall Open

Exhibit Hall Open

Monday, June 25, 2018

7:00 AM-8:15 AM

Past Presidents and National Chairs Breakfast (by invitation only)

7:45 AM-8:30 AM

Grab & Go Breakfast

7:45 AM-12:30 PM

Information Desk Open

7:45 AM-4:30 PM

Registration Open

7:45 AM-5:30 PM

Exhibit Hall Open

8:00 AM-8:20 AM

NASFAA SOE: What Does 20 Years of Excellence Look Like?
Speaker: Mandy Sponholtz

8:30 AM-9:30 AM

ED: Administering Title IV Aid for Transfer Students
Moderator: Daniel Mann
Speakers: Kevin Campbell and Trevor Summers

Just Keep Swimming! The Importance of Mental Health in the Financial Aid Profession
Moderator: Debra LaGrone
Speakers: Joseph Dobrota and Philip Hawkins

Living Longer With Student Loans: What Is the Role of the Financial Aid Community in Preparing Borrowers for Their Aging Futures?
Moderator: Clantha McCurdy
Speakers: Julie Miller and Ms. Samantha Brady

Moving Beyond Outsourcing: How Service Partners Positively Impact The Student Life Cycle (Business Solutions)
Speakers: Scott Lapinski and Deana Unger

Reauthorization Ready? Updates on Content and Timing of HEA
Speakers: Justin Draeger, Stephen Payne and Megan McClean Coval

Student Debt Letters: Lessons Learned
Moderator: Mary Jane Towne-Denton
Speakers: Holly Johnson and Matt Tveter

Students and Credit: Consumer Credit Management (Business Solutions)
Moderator: Joe DePaulo
Speaker: Veronica Herrera

When Disaster Hits at the Worst Possible Time
Moderator: Susan Swisher
Speakers: JoEllen Soucier, Joel Philistin, Jana Cox and Mr. Wayne Kruger

9:00 AM-9:20 AM

How to Design a Financial Aid Plan for Recruiting and Retaining Students
Speaker: Wes Butterfield

9:30 AM-9:50 AM

NASFAA: 9 Common Questions Schools Have About Federal Program Reviews
Speaker: Mandy Sponholtz

9:45 AM-10:45 AM

Alternative Loan Solutions / Income-Share Agreement (Business Solutions)
Speakers: Dennis Wentworth and Theodore Malone

Breaking Customer Service Rules to Provide 'Uncommon Service' to Your Students
Moderator: Kristen Gast
Speakers: Chrisy Woll and Michael Johnson

Communicating Cost: A Comparative Analysis of Award Letters From Colleges Across the Country
Speakers: Laura Keane, Rachel Fishman and Joseph Donlay

Enrollment and Compliance Reporting and the National Student Clearinghouse
Moderator: Karen McCarthy
Speakers: Julie Esau and George Levathes

Gainful Employment - Getting the Institution Involved
Moderator: Cristi Millard
Speakers: Cristi Millard, Andrew Hammontree, Vicki Kucera and Debra Hintz

How Do I Advise My Undocumented Students Now?
Moderator: Beth Maglione
Speaker: Angela D. Adams

Increase Accessibility, Fund Utilization And Retention With ScholarshipUniverse (Business Solutions)
Moderator: Chris Chumley
Speaker: Chris Chumley

Lessons Learned in Our First Few Years of Being A Director
Moderator: Dr. Rebekah Salcedo
Speakers: Dr. Rebekah Salcedo, Angela Karlin, Nicholas W Prewett, Justin Chase Brown and Ms. Beth Armstrong

New Study from Sallie Mae and Ipsos: How America Pays for Graduate School 2017
Moderator: Lisa K Mitchell
Speakers: Ms. Katherine Anderson, Emily Sillcocks and Lisa K Mitchell

10:00 AM-10:20 AM

NASFAA: Compliance Products for the 21st Century: Student Aid Index and the P&P Builder
Speaker: Tiffany Gibbs

10:45 AM-11:00 AM

Beverage Break - Sponsored by Global Financial Aid Services

11:00 AM-12:00 PM

Creating and Implementing an Integrated and Effective Emergency Aid Programs via the Emergency Aid Lab: Lessons Learned
Moderator: Jill Desjean
Speaker: Brenna Atnikov

Develop Equitable, Effective and Efficient Financial Aid Programs with the College Board’s Financial Aid Solutions (Business Solutions)
Moderator: Brian Lemma
Speakers: Kathryn Blaisdell and Anne Walker

ED: A Guide to Year-Round Federal Pell Grants
Moderator: Zita Barree
Speakers: Carney McCullough and Marie Fitzpatrick

How students can reduce their loan burdens before and after they graduate (Business Solutions)
Speaker: Peter Wylie

Like Kittens with a Shiny Object: How to Get Students to Pay Attention to You
Moderator: Michelle Stipp
Speakers: Matthew Metz, Michelle Stipp and Shar-Day Campbell

Living on Credit: Trends in Student Borrowing for Non-Tuition Expenses
Moderator: Rachel Fishman
Speakers: Ben Barrett, Kim Dancy, Colleen Campbell and Kelly Morrissey

Making Eligibility and Certification Approval Report (ECAR) and Program Participation Agreement (PPA) Updates
Moderator: Michael Kutcher
Speaker: Dr. Joseph T Koroma

Tackling Higher Ed’s Biggest Challenges with 50-Forward Thinking Institutional Leaders
Moderator: Justin Draeger
Speakers: Robert Collins, Angela Johnson, Daniel Mann and Anne Cartwright

Work(Optimization)-Study
Moderator: Tabatha Turner
Speakers: Joshua Leonard and Erin Porter

12:15 PM-1:30 PM

Regional and State Presidents Luncheon (by invitation only)

12:15 PM-1:45 PM

Networking Luncheon in the Exhibit Hall

12:30 PM-12:50 PM

Innovations in Financial Aid Management Solutions (What’s Inceptia uncomplicating now?)
Speaker: Deana Unger

1:00 PM-1:20 PM

Jenzabar Financial Aid – Built Today to Meet the Demands of Tomorrow

1:30 PM-1:50 PM

Great Lakes: Why Student Debt Letters Matter... Now More Than Ever

1:45 PM-5:00 PM

Information Desk Open

2:00 PM-2:20 PM

Interested in Being a Consultant?
Speaker: Judy Schneider

2:00 PM-3:00 PM

4-Year Private Schools Town Hall
Moderators: Stephen Payne, Brenda Hicks and Kim Jenerette

4-Year Public Schools Town Hall
Moderators: Justin Draeger and Billie Jo Hamilton

Community Colleges Town Hall
Moderators: Karen McCarthy, Lisa Blazer and Angela Johnson

Graduate/Professional Community Town Hall
Moderators: Jill Desjean and Lori L Vedder

Proprietary School Town Hall
Moderators: Megan McClean Coval and Paula Luff

2:30 PM-2:50 PM

NASFAA: Compliance Products for the 21st Century: Student Aid Index and the P&P Builder
Speaker: Tiffany Gibbs

3:15 PM-4:15 PM

ED: Common Origination and Disbursement (COD) System Update
Speakers: Wood Mason and Marie Fitzpatrick

Funding GenZ and Millennials (Business Solutions)
Speakers: Jeff Recker and Keith Babich

Help! How do I Advise my Students on Income-Driven Repayment Plans When I Don't Understand Them?
Moderator: Celeste Franklin
Speakers: Elizabeth Collins and Sally Mickelson

Making Your Workflow Work FOR You
Moderator: Karen Krause
Speakers: Rachael Fournier and Consuela Mitchell

NASFAA's Public Policy Open Forum
Speakers: Justin Draeger, Karen McCarthy and Megan McClean Coval

NASFAA’s Code of Conduct and Ethical Principles
Moderator: Mary Sommers
Speakers: Mary Sommers and Lisa Hopper

Slow Down, Enrollment Management is Trying to Catch You......
Moderator: Amy Berrier
Speakers: Brenda Burke and Deborah Tollefson

Streamlining Scholarship Management With AcademicWorks (Business Solutions)
Speaker: Mr. Tim Clements

The Fit and Function(s) of Financial Aid in Enrollment Management
Moderator: Daniel McCourry
Speakers: Dr. Forrest Stuart and Anthony P Jones

4:15 PM-5:30 PM

Un-Wine'd-Hour in Exhibit Hall - Sponsored by ECMC

4:20 PM-5:20 PM

"Off The Cuff" Live Podcast

8:00 PM-11:00 PM

NASFAA Dance Party (additional ticket purchase required)

Tuesday, June 26, 2018

7:45 AM-8:30 AM

Grab & Go Breakfast

7:45 AM-10:30 AM

Registration Open

7:45 AM-12:30 PM

Exhibit Hall Open

Information Desk Open

8:00 AM-8:20 AM

Regent: Automating Financial Aid for Non-Traditional Programs
Speaker: Steven England

8:30 AM-10:00 AM

U.S. Department of Education Federal Update
Speakers: Lynn Mahaffie, Cynthia Hammond, Craig Munier and Kathleen Smith

10:00 AM-10:15 AM

Beverage Break - Sponsored by Global Financial Aid Services

10:10 AM-10:30 AM

Losing Students to Student Financial Services Gaps? Stop the Madness With CampusLogic
Moderator: Chris Chumley
Speaker: Chris Chumley

10:15 AM-11:15 AM

Automating Verification to Improve Student Service (Business Solutions)
Speakers: Chesa Donovan and Ben Burton

Change: Practical Implications in Your Work Environment
Moderator: Katherine Deacon
Speakers: Mr. Sherwin Hibbets and Kim Jenerette

ED: FAFSA 2018-19 and Beyond
Moderator: Louisa Diana
Speakers: Edward M Pacchetti, Kaegy Pabulos and Jonathan Goodsell

Ethical Dilemmas in Determining Cost of Attendance
Moderator: Mary Sommers
Speakers: Mary Sommers and Pamela W Fowler

How You Can Advocate For Your Grad/Professional Students
Moderator: Stephen Payne
Speakers: Emily Osborn and Mendy Schmerer

In Data We Trust
Moderator: Ms. Victoria Hampton
Speakers: Dr. Shannon Venezia and Naomi McKenna

Newer Approaches to Facilitate Student Success With Financial Aid Programs
Moderator: Paula Luff
Speakers: Marvin Smith and Melissa Pizzo

Students and Credit: Consumer Credit Management (Business Solutions)
Moderator: Joe DePaulo
Speaker: Veronica Herrera

Verification: The Questions You Are Asking
Moderator: Dana Kelly
Speaker: David Futrell

10:40 AM-11:00 AM

Understanding Student Loan Refinancing
Speaker: Mr. Peter Wylie

11:20 AM-11:40 AM

Solutions to Help Your "Credit Invisible" Students Get Funding Without a Cosigner
Speakers: Dennis Wentworth and Kevin McNamara

11:30 AM-12:30 PM

Beyond Regulations: The Important Role of Financial Aid in Recruitment and Retention
Moderator: Naomi McKenna
Speakers: Ms. Victoria Hampton and Katherine Deacon

Bridging the Faculty and Financial Aid Divide: Working Together to Provide All Students Affordability and Success
Moderator: Rachelle Feldman
Speakers: Dr. Sara Prewett and Dr. Brian P Hogan

Creating a New Funding Option—Back a Boiler 2 Years In
Moderator: Leo J Hertling
Speakers: Theodore Malone, Dr. Jeffrey Weinstein and Amanda Redick

ED: Direct Loan Reconciliation
Moderator: Sarah B Everitt
Speaker: Wood Mason

I Don’t Like Surprises: Effective Internal Audits and Compliance Programs
Moderator: Thomas McDermott
Speakers: Jennifer Martin and Ms. Dareth Wallace

Re-Examining Paradigms of Campus-Based Aid
Moderator: Jill Desjean
Speakers: Kelly Morrissey and Shannon L. Crossland

Streamline Student Financial Services And Take Vacation This Year (seriously) (Business Solutions)
Moderator: Chris Chumley
Speaker: Chris Chumley

Streamlining Scholarship Management With AcademicWorks (Business Solutions)
Speaker: Mr. Tim Clements

Student-Centric--Intelligent Financial Aid (Business Solutions)
Speaker: John Refila

Updates from NASFAA's Work on Assisting Displaced Students
Moderator: Sydney Evans
Speakers: Sandy Baum, Amelia Topper and Karen McCarthy

12:45 PM-2:30 PM

Awards Luncheon & Annual Business Meeting - Sponsored by CampusLogic

2:15 PM-3:00 PM

Exhibit Hall Open

2:30 PM-2:50 PM

Ivy: Bot-ify Financial Aid Services With AI-powered Chatbots
Moderator: Mary Frances Coryell
Speakers: Karla Weber and Mark McNasby

2:30 PM-4:00 PM

Information Desk Open

3:00 PM-4:00 PM

Behind the PROSPER Act
Speakers: Justin Draeger and Emily Slack

Beyond the Headlines on Student Debt: New Research and College Policies to Help Students Manage their Borrowing
Moderator: Diane Cheng
Speakers: Diane Cheng, Ms. Helen Faith and Philip Schuman

ED: Postsecondary Institution Data Security Overview and Requirements
Moderator: Terri Harfst
Speaker: Dan Commons

ED: Return of Title IV (R2T4) Funds: Advanced Concept
Moderator: Katherine Deacon
Speakers: Greg Martin and David Musser

Influencing Enrollment and Student Success with SAP
Moderator: Jackie Gloria
Speakers: Steven McDowell and Gregory DeSantis

It Did Not Go As Expected: Audit Findings and Developing Corrective Action Plans
Moderator: Joan D Bailey
Speakers: Marjorie Arrington and Sharon Oliver

Loan Summaries: Nudging Students Toward Responsible Borrowing (Business Solutions)
Speakers: Matt Nettleton and Gena Boling

Of Square Pegs and Round Holes: Distance Education, CBE, and Other Innovations
Moderator: Jill Desjean
Speakers: Russell Poulin and Cheryl Dowd

Satisfied Employees Isn't Enough: Organization Tips, Culture Shifts & Tech Hacks to Drive An Inspired Financial Aid Office
Moderator: Nick Jenkins
Speakers: Nick Jenkins, Michael Yohe and Patti Kohler

3:00 PM-6:30 PM

Exhibit Hall Tear-Down

4:15 PM-5:15 PM

Automating Verification to Improve Student Service (Business Solutions)
Speakers: Chesa Donovan and Ben Burton

ED: Maintaining Your Institutional Eligibility
Moderator: Ms. Victoria Hampton
Speakers: Michael Rhodes and Kai Kimbrough

Happy Together: Graduate Admissions and the Financial Aid Office
Moderator: Jessica Jacobs
Speakers: Emily Osborn and Tracy L Simmons

Mandatory Reporting – What You Need to Know About Title IX, VAWA, Child Abuse and Neglect, Discrimination, and Harassment
Moderator: James Brooks
Speaker: Nicole Commissiong

Results from Modeling a One-Time FAFSA Using Institutional Data
Moderator: Charlotte Etier
Speakers: Jill Desjean, Joseph Donlay, Jee Hang Lee, Colleen Campbell and Angela Johnson

Student-Centric--Intelligent Financial Aid (Business Solutions)
Speaker: John Refila

What to Expect: Reauthorization in the Senate
Moderator: Megan McClean Coval
Speakers: Bryce McKibben and Lauren Davies

Women in Leadership: Conquering Unique Challenges
Moderator: Paula Luff
Speaker: Lisa Blazer

Working with Homeless and Foster Youth On and Off Campus
Speaker: Tori Nuccio

Wednesday, June 27, 2018

7:45 AM-8:30 AM

Grab & Go Breakfast

8:30 AM-11:00 AM

NASFAA Inside the Beltway
Speakers: Justin Draeger and Megan McClean Coval

Schedule & Exhibits