2019 NASFAA National Conference

= Live Streamed

Sunday, June 23, 2019

9:00 AM-5:00 PM

Board of Directors Meeting

12:00 PM-1:00 PM

Board of Directors Lunch

Monday, June 24, 2019

Tuesday, June 25, 2019

7:00 AM-8:15 AM

Past Presidents and National Chairs Breakfast (by invitation only)

7:45 AM-8:30 AM

Coffee & a Pastry - Sponsored by Cooley

7:45 AM-12:30 PM

Information Desk Open

7:45 AM-3:00 PM

Exhibit Hall Open

Registration Open

8:00 AM-8:20 AM

Financial Aid Isn’t Easy, But It Doesn’t Have to Be Hard
Moderators: Mandy Sponholtz and Anthony Erwin
Speakers: Mandy Sponholtz and Anthony Erwin

8:15 AM-9:15 AM

Retiree Business Meeting

8:30 AM-9:30 AM

"It Depends..."
Moderator: Vicki Kucera
Speakers: James Broscheit and Mary Sommers

A Conversation With Senate Education Committee Staff
Moderator: Justin Draeger
Speaker: Bryce McKibben

Administering Title IV Aid for Transfer Students
Moderator: Gena Boling
Speaker: David Bartnicki

Beyond Tuition: Getting to the True Cost of Attendance
Moderator: Laura Keane
Speakers: Pamela W Fowler and Robert Kelchen

Effective Communication Plans for Incoming and Current Graduate Students
Moderator: Emily Osborn
Speakers: Ms. Julie Collins and Anthony Sozzo

Exotic Locales Await: Streamline Your Financial Aid Process and Get Free Time (Business Solutions)
Speaker: Chris Chumley

Give It to Me Straight! (Or, Consumer Information: What Do I Need to Know?)
Moderator: Robert Muhammad
Speakers: Laura L McClay and Mr. Sherwin Hibbets

Higher Ed’s Leaky Funnel: How Financial Aid Offices Can Be Part of the Solution
Moderator: Amy Glynn
Speakers: Mr. Daniel T Barkowitz, Angela Johnson and Ms. Lynn E. Higinbotham

It's More Than Admissions: Applying Federal Nondiscrimination Laws to Financial Aid Associated With Diversity Goals
Moderator: Megan Coval
Speakers: Mr. Arthur Coleman, Yvonne Romero Da Silva and Kathryn Blaisdell

What Students Want: Leveraging User Research to Create a Loan Students Love (Business Solutions)
Speakers: Maroun Najjar and Mariam Khan

9:00 AM-9:20 AM

Built Today to Meet the Demands of Tomorrow
Speaker: Ed Colestock

9:30 AM-9:50 AM

Establishing Your Personal Brand as a New or Aspiring Director
Moderators: Mandy Sponholtz and Anthony Erwin
Speakers: Mandy Sponholtz and Anthony Erwin

9:45 AM-10:45 AM

Administering Adds, Drops, and Withdrawals
Moderator: Julie Wonderlin
Speaker: Craig Rorie

Advise Students Where They Are, Not Where You Are, with Evising, Chatbots and Other Futuristic Tools
Moderator: Atia Lindley
Speakers: James Blackburn, Mrs. Heather Wheeler and Brian Weingart

Implementing Workday Student: The Financial Aid Journey Abstract (Business Solutions)
Speakers: Dewayne Barnes, Ms. Elaine Nowak, Marty Rossman and Dr. Scott Cline

Moving From Financial Literacy to Financial Wellness
Moderator: Brian Drabik
Speakers: Cynthia Gonzalez and Renee Nilsen

Oracle + Vocado: A Completely New Approach to the Complexity of Financial Aid (Business Solutions)
Speaker: John Refila

Quick Steps to Avoid Tripping Over Compliance
Moderator: Charles Mayfield
Speakers: Lisa Hoskins and Anne Cartwright

Student Reflections About Financial Aid: Pre, During, and Post-College
Moderator: Lomar Osbourne
Speakers: Jacqueline Lin, Anneleissa Coen and Mina Yakubu

Student Voices, School Solutions: Basic Needs as a Prerequisite to Student Success
Moderator: Angela Johnson
Speakers: Deborah Agee, Katherine B Doss and Jeff Webster

Understanding Our Privilege
Moderator: Lori L Vedder
Speaker: Susan Borrego

Warning, Probation, Academic Plans — Oh My!
Moderator: Arthur Young
Speakers: Myra Pfannenstiel, Heather Boutell and Cristi Millard

10:00 AM-10:20 AM

Student Aid Index – Your One-Stop Shop
Moderator: Tiffany Gibbs
Speaker: Tiffany Gibbs

10:45 AM-11:00 AM

Beverage Break

11:00 AM-12:00 PM

BerkBox – How a College Created a PII-Compliant Environment While Providing the Best Possible Customer Service
Speakers: Howard Leslie and Ms. Christine Toth

Continuous Improvement in the Financial Aid Office
Moderator: Sara Warmbier
Speakers: Kimberly Mugaas and Lizzy Reich

Engaging Students via Chatbot: 24/7 Technology for a 24/7 World (Business Solutions)
Speakers: Mr. Max Shure, Karen Krause and Ron Day

Enrollment Management Tools: Business and Rental Property Tax Returns
Moderator: Karen McCarthy
Speaker: Mr. Robert Weinerman

Enrollment Management: From Theory to the Practical Application of Creating a Strategic Enrollment Plan
Moderator: Celena Tulloss
Speakers: Dr. Chuck Knepfle and Dr. Forrest Stuart

Higher Education Financial Wellness Panel
Moderator: Mr. Bryan M Ashton
Speakers: Philip Schuman, Mr. Bryan M Ashton, Lottia Windham and Karen Serna

Moving Financial Aid Solutions to the Cloud (Business Solutions)
Speakers: Dean Bentley and Andrew Shankman

Reducing Student Loan Debt: Does the Way We Award Loans Make a Difference?
Moderator: Irene Jasper
Speakers: Andrea M Dinneen, Tom Johnson and Jill Cordell

SULA Misunderstandings & Misreporting
Moderator: Nathanael Lohr
Speaker: Ian Foss

What Financial Aid Administrators Need to Know About Cybersecurity Initiatives, Data Protection, Identity Theft, and School Breach Reporting
Moderator: Angela Johnson
Speaker: Dan Commons

11:10 AM-11:30 AM

Student Aid Index – Your One-Stop Shop
Moderator: Tiffany Gibbs
Speaker: Tiffany Gibbs

11:40 AM-12:00 PM

Lead the Way! Become a CFAA!
Speaker: Susan Shogren

12:15 PM-1:00 PM

Networking Luncheon

12:15 PM-1:30 PM

Regional and State Presidents Luncheon (by invitation only)

1:00 PM-1:20 PM

What's Keeping Top Financial Aid Leaders Awake at Night?
Moderator: John Refila
Speakers: Derek Kindle, Melissa Smurdon and Melissa Kunes

1:00 PM-1:45 PM

Networking & Visit with Exhibitors

1:30 PM-1:50 PM

Leaky Pipes and Verification Melt: Solutions to Get Students to and Through
Speaker: Mrs. Shannon Cross

1:45 PM-3:00 PM

Information Desk Open

2:00 PM-2:20 PM

Establishing Your Personal Brand as a New or Aspiring Director
Moderators: Mandy Sponholtz and Anthony Erwin
Speakers: Mandy Sponholtz and Anthony Erwin

2:00 PM-3:00 PM

Enrollment and Compliance Reporting and the National Student Clearinghouse
Moderator: Megan Walter
Speakers: George Levathes and Mr. Joe Roof

Modules and Title IV — Advanced Concepts
Moderator: Karla Weber
Speakers: David Bartnicki and Greg Martin

NASFAA Strategic Planning Listening Session
Speakers: Justin Draeger, Lori L Vedder and Billie Jo Hamilton

Questioning the Calculations: Are Colleges Complying With Federal and Ethical Mandates for Providing Students With Estimated Costs?
Moderator: Charlotte Etier
Speakers: Jeremy Wright-Kim and Ms. Laura Perna

Student Employment– Streamlining to the Future
Speakers: Dr. Morgan O'Sullivan and Christina Heritage

The Impact of Credit Behavior: Building and Managing Credit for Students in School and Beyond (Business Solutions)
Speaker: Veronica Herrera

Understanding Parent Comprehension and Attitudes About College Costs
Moderator: Dr. Forrest Stuart
Speaker: Dr. Chuck Knepfle

Understanding Undocumented Students
Moderator: James White
Speakers: Angela D. Adams, Mary Booker and Megan Davis

Verification: What We Have Learned, What We Recommend, and How We Can Best Help Students (Business Solutions)
Moderator: Michelle Lisec-Talarico
Speakers: Deana Unger and Scott Lapinski

2:30 PM-2:50 PM

10 Common Questions Schools Have About Federal Program Reviews
Moderators: Mandy Sponholtz and Anthony Erwin
Speakers: Mandy Sponholtz and Anthony Erwin

3:15 PM-4:00 PM

"Off the Cuff" Live Podcast

Wednesday, June 26, 2019

7:45 AM-8:30 AM

Coffee & a Pastry - Sponsored by Cooley

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

What Bursars Wished Directors of Financial Aid Knew
Speaker: Janet Hunter

8:30 AM-8:50 AM

10 Common Questions Schools Have About Federal Program Reviews
Moderators: Mandy Sponholtz and Anthony Erwin
Speakers: Mandy Sponholtz and Anthony Erwin

8:30 AM-10:00 AM

U.S. Department of Education Federal Update
Speakers: Lynn Mahaffie, Jeff Appel and Mr. Mark A. Brown

10:00 AM-10:15 AM

Beverage Break

10:00 AM-10:20 AM

Lead the Way! Become a CFAA!
Speaker: Susan Shogren

10:15 AM-11:15 AM

Administering Disbursements
Moderator: Jennifer Schroeder
Speaker: Craig Rorie

Determining Veteran Status for Financial Aid Purposes
Speakers: Arianna Gray and Mrs. Jacqueline S Grayczyk

Diversity Versus Inclusion: The Who and the How
Moderator: Andrew Hammontree
Speakers: James Brooks, Mrs. Erika Cox and Ms. Jennifer M Bell

Engaging Students Using an Artificially Intelligent Chatbot (Business Solutions)
Speakers: Mr. Max Shure and Mr. Wayne Kruger

How to Get More Involved in the Financial Aid Community
Moderator: Brenda M. Brown
Speakers: Mendy Schmerer and Emily Osborn

Introducing the Roadmap to Effective Emergency Aid: Designing an EA Program That Supports Student Success
Moderator: Megan Walter
Speakers: Ms. Monica Pohlmann, Francisco Valines and Mr. Tim Wold

Recommendations From the Enhancing Loan Counseling Task Force
Moderator: Stephen Payne
Speakers: Brenda Hicks, Mr. Nick G. Kilmer and Rachelle Feldman

Stop Answering Questions, Start Advising Students (Business Solutions)
Speaker: Chris Chumley

10:30 AM-11:00 AM

NASFAA’s Compliance Engine – 21st Century Audit and Compliance Tools
Moderator: Tiffany Gibbs
Speaker: Tiffany Gibbs

11:10 AM-11:30 AM

Financial Aid Isn’t Easy, But It Doesn’t Have to Be Hard
Moderators: Mandy Sponholtz and Anthony Erwin
Speakers: Mandy Sponholtz and Anthony Erwin

11:30 AM-12:30 PM

Basics of Determining Academic Calendars
Moderator: Kevin McShane
Speaker: David Bartnicki

Best Practices for Delivering Institutional Aid to International Students (Business Solutions)
Moderator: Sara Beth Holman
Speakers: Laura L McClay and Sheryl Reinschmidt

Graduate & Professional Issues Federal Update
Speaker: Stephen Payne

Invisible Struggles; The Journey to Becoming a Supportive Adult for Students Experiencing Homelessness and/or Time in Foster Care
Speakers: Vickie Crupper, Sondra L Fonville and Miriam Connolly

Parent PLUS or Minus: Promoting Access or Putting Parents at Risk?
Moderator: Colleen Campbell
Speakers: Carla Fletcher, Kevin Fudge, Justin Chase Chase Brown and Rachel Fishman

Policy Open Forum
Speakers: Justin Draeger, Megan Coval and Karen McCarthy

Reimagining the Financial Aid Experience
Moderator: Thalassa Naylor
Speakers: Anthony Morrone, Sarah B Everitt and Ashley Munro

Sometimes We All Need a Whack on the Side of the Head
Moderator: Brenda M Brown
Speakers: Mr. Daniel T Barkowitz and Sedrick Brinson

What is Workday Student? (Business Solutions)
Speakers: Ms. Elaine Nowak and Charlotte Sorg

11:50 AM-12:10 PM

Show What You Know: NASFAA Credentials and the CFAA
Speaker: Susan Shogren

12:45 PM-2:30 PM

Awards Luncheon & Annual Business Meeting

2:15 PM-3:00 PM

Exhibit Hall Open

2:30 PM-2:50 PM

NASFAA’s Compliance Engine – 21st Century Audit and Compliance Tools
Moderator: Tiffany Gibbs
Speaker: Tiffany Gibbs

2:30 PM-4:00 PM

Information Desk Open

3:00 PM-4:00 PM

Building the Financial Aid Office of the Future (Business Solutions)
Moderator: John Refila
Speakers: Derek Kindle, Melissa Smurdon and Melissa Kunes

Cyber Security Laws and the Financial Aid Office
Moderator: Christal D Williams
Speakers: Matthew Johnson and Rebecca Flake

FAFSA 20-21 Update
Moderator: Amanda Fijal
Speakers: Misty Parkinson and Mr. Austin D Hall

Forward-Thinking Recommendations for College Leaders
Moderator: Charlotte Etier
Speakers: Daniel Mann, Angela Johnson, Dr. Chuck Knepfle and Mary Nucciarone

Graduate & Professional Issues Open Forum
Moderator: Anthony Sozzo
Speaker: Justin Draeger

Partnering for Success: Working Collaboratively With Admissions to Bring in the Best Class Possible
Moderator: Carrie Fernandes
Speakers: Dr. Shannon Venezia, Carrie Fernandes and Lawrence Walsh

Understanding Student Data Sharing Laws
Moderator: Stephen Payne
Speakers: Karen McCarthy and Anthony Jones

Verification: What We Have Learned, What We Recommend, and How We Can Best Help Students (Business Solutions)
Moderator: Michelle Lisec-Talarico
Speakers: Deana Unger and Scott Lapinski

What the Heck is Gazpacho? First-Generation Professionals — Hidden Diversity, Hidden Challenges
Moderator: Susan Swisher
Speaker: Paula Luff

3:00 PM-6:30 PM

Exhibit Hall Tear-Down

4:15 PM-5:15 PM

Findings From NASFAA’s Consumer Testing on the New College Financing Sheet
Moderator: Charlotte Etier
Speakers: Karen McCarthy and Cynthia Butler

Modernizing Title IV Aid to Encourage and Accommodate Innovation in Higher Education
Moderator: Megan Walter
Speakers: Melissa Haberman and Adam Ghiloni

Recognizing Hidden Bias in Professional Judgment
Moderator: Craig Slaughter
Speakers: Mr. Daniel T Barkowitz and Michael Birchett

Staffing the Financial Aid Office for Student Access and Success
Moderator: Ms. Eileen Griego
Speakers: Joseph Donlay and Sylvia Martinez

The Impact of Credit Behavior: Building and Managing Credit for Students in School and Beyond (Business Solutions)
Speaker: Veronica Herrera

The Wonderful World of Student Debt Letters — Stories of Implementation and Impact
Moderator: Michiale Schneider
Speakers: Dr. Keyimani L Alford, Dr. Randall L McCready and Steve Booker

Verification
Moderator: Michael Williams
Speakers: Craig Munier and Mr. Aaron C Washington

What Students Want: Leveraging User Research to Create a Loan Students Love (Business Solutions)
Speakers: Maroun Najjar and Mariam Khan

Who Struggles to Repay Their Student Loans and What Can Colleges Do to Help?
Moderator: Neha Dalal
Speakers: Colleen Campbell, Ms. Helen Faith and Neha Dalal

Thursday, June 27, 2019

7:00 AM-11:30 AM

Luggage Storage

7:45 AM-8:30 AM

Coffee & a Pastry - Sponsored by Cooley

8:30 AM-11:30 AM

Four Questions That Will Determine the Future of Student Aid (prev. NASFAA Inside the Beltway)
Speakers: Justin Draeger and Megan Coval

Schedule & Exhibits