Ohio Association of Student Financial Aid Administrators Spring Conference May 6-8, 2015 Columbus Marriott Northwest Welcome from the OASFAA President Colleagues, Welcome to the Spring 2015 OASFAA Conference! The Spring 2015 OASFAA Conference is entitled, "Involve, Inspire, Influence". We will have several opportunities to become involved, be inspired, and be of influence to OASFAA. I encourage you to get involved in our diversity efforts, be inspired by a mentor, or help influence our advocacy efforts! To kick off the Spring conference, we will be hosting what is hoped to be a bi-annual Policy Day Summit. We have invited Ohio policymakers and legislators to meet with you, their constituents, and discuss the future of higher education funding in Ohio. We are delighted to welcome all that can join us in this important initiative as we help Ohio families fund their futures. We are pleased to be joined by, and back by popular demand, our colleague from NASFAA on May 6, 2015. Megan McClean, NASFAA's Director of Policy and Federal Relations, will wrap up our Policy Day with a NASFAA "Inside the Beltway" presentation on emerging and current federal aid issues as Reauthorization looms near. You will be delighted with the continued efforts of the Diversity training track that kicked off at the Fall conference. We are continuing these efforts with more inspiring sessions to help you work more effectively with the diverse students that we serve. We have also prepared new professional tracks and seasoned professionals tracks to encompass the vast experiences of our members. You will also have opportunities to get involved in OASFAA as a mentor or mentee by signing up with the New Member/Mentor committee. Lastly, please join me in a year end review on Friday, May 8 for lunch as I share the accomplishments of this year's executive board and pass the gavel of presidency to Amanda Reisinger. It has been a great opportunity to serve as president. I hope many of you will consider getting more involved in OASFAA and volunteer at all levels. Angela Johnson Cuyahoga Community College 2014-2015 OASFAA President 1 2014-15 Executive Committee Trustees President - Angela Johnson, Cuyahoga Community College President-Elect - Amanda Reisinger, Zane State College Past-President - Randy Green, Wittenberg University Vice President for Conferences - Andrea Morrow, Owens Community College Vice President for Training - Jayme Jarrett, Ohio Northern University Secretary - Stephanie Goller, University of Toledo Treasurer - Adam Dilulio, Case Western Reserve University Treasurer-Elect - Ed Recker, University of Findlay Northeast Regional Representative - Lauren Urban, John Carroll University Northwest Regional Representative - Katelyn Brodman, Ohio Northern University Southeast Regional Representative - Amanda Haire, Central Ohio Technical College/OSU Newark Southwest Regional Representative - Erica Henry, University of Cincinnati 2014-15 Executive Committee Chairs Associate Member Relations - Michele Barry, Discover Student Loans; Mary Lynn Perri, Ursuline College Association Governance & Planning - Betsy Johnson, Owens Community College; Cheryl Willard, Baldwin Wallace University College Goal Sunday - Matt Moore, Sinclair Community College; Carrie Short, Baldwin Wallace University Communications - Trueshonda Carmicle, The Ohio State University; Kim Nash-Yore, Cuyahoga Community College Conference Entertainment - Greg Carlo, Navient; Scott Lehman, Stark State College Conference Program - Ann Marie Gruber, Lakeland Community College Conference Registration - Lea Mederer, Franklin University Conference Site - Bev Dalheim, Lakeland Community College; Scott Lauffer, Lake Erie College Diversity - Trueshonda Carmicle, The Ohio State University; James McDougal, KEMBA Financial Credit Union Finance - Amanda Reisinger, Zane State College Leadership - Kristy Gardner, The Ohio State University; Amy Welty, Stark State College Need Analysis - Stacey Black, Cuyahoga Community College, Ericka Walker-Smith, Baldwin Wallace University New Member/Mentor - Donna McCullough, Bryant & Stratton College; Rachel Sewell, Cuyahoga Community College Nominations - Amanda Reisinger, Zane State College Outreach - Jeff Johnston, Sallie Mae; Cody McMillen, University of Dayton; Christine West, American School of Technology Professional Development - Val Kepner, Oberlin College; Anne Watson, Watson Consulting, Inc. Research - Sam Selvage, Urbana University Federal Issues - John Brown, Great Lakes Educational Loan Services, Inc.; Linda Hayes, Good Samaritan College of Nursing State Issues - Kim Jenerette, Cedarville University; Venus Puliafico, Case Western Reserve University Support Professionals - Michael Jones, Charter One Bank; Carolyn McCluskey, Baldwin Wallace University 2014-15 Executive Committee Liaisons Ohio Board of Regents - Tamika Braswell Ohio College Access Network - MorraLee Keller 2 Past Presidents 2013-14 Randy Green, Wittenberg University 2012-13 Cheryl Willard, Baldwin Wallace University 2011-12 Stephanie Sutton, Lorain County Community College 2010-11 Ann Marie Gruber, Lakeland Community College 2009-10 Randy J. Ulses, University of Cincinnati 2008-09 Betsy Johnson, Owens Community College 2007-08 Amy Baker (Welty), Stark State College 2006-07 Claudia Wenzel, John Carroll University 2005-06 Mary Lynn Perri, Ursuline College 2004-05 Mark Bandré, Ohio Wesleyan University 2003-04 Wendell Schick, Ohio Northern University 2002-03 Mary Kay Freshour, Otterbein University* 2001-02 Brian Paskvan, Owens Community College* 2000-01 Katherine Bontrager, Columbus State Community College 1999-00 Steve England, Stark State College of Technology 1998-99 Brian Paskvan, Owens Community College 1997-98 Kathy Wiesenauer, Sinclair Community College 1996-97 Theodore Hallenbeck, Kent State University 1995-96 Kathy Fay (Milem), The Ohio State University-Newark/COTC 1994-95 Ginny Biada, Baldwin-Wallace College 1993-94 Lisa Hanson, Stark Technical College 1992-93 Jeff Zellers, Muskingum College 1991-92 Alex Murdoch, University of Cincinnati 1990-91 Arman Habeggar, University of Findlay 1989-90 Deb Heineman (Johnson), Bowling Green State University 1988-89 Josette Green, Stark Technical College 1987-88 Michele Nemes Meeker (Wade), The Ohio State University 1986-87 James Bauer, Marietta College 1985-86 Karen Berger (Condeni), Ohio Northern University 1984-85 Earl Dowling, University of Cincinnati 1983-84 Gary Rohmann, Mount Vernon Nazarene College 1982-83 Marc Brenner, Ohio Diesel Technical Institute 1981-82 Edwin Below, Baldwin-Wallace College 1980-81 Bob Hahn, University of Akron 1979-80 David Darr, Wright State University 1978-79 Paul Orehovec, The College of Wooster 1977-78 Rodney Harrison, The Ohio State University 1976-77 Harry Beck, University of Cincinnati 1975-76 William Bennett, Cleveland State University 1974-75 Donald Chenelle, Case Western Western Reserve University 1973-74 James Hoover, University of Dayton 1972-73 Alan Donley, Hiram College 1971-72 James White, Oberlin College 1970-71 Guy Spitler, Miami University 1969-70 Mac Richardson, Baldwin-Wallace College 1968-69 Robert McKay, Bowling Green State University * Served partial year for 2001-2002 3 Conference Planning Committee Michele Barry - Discover Student Loans Amber Brady - Ohio Board of Regents Tamika Braswell - Ohio Board of Regents John Brown - Great Lakes Educational Loan Services, Inc. Greg Carlo - Navient Judy Cunningham - Ohio Tuition Trust Authority Bev Dalheim - Lakeland Community College Adam Dilulio - Case Western Reserve University Mari Foisy - The Ohio State University Kristy Gardner - The Ohio State University Carol Glaser-Atkins - Sinclair Community College Stephanie Goller - University of Toledo Randy Green - Wittenberg University Ann Marie Gruber - Lakeland Community College Linda Hayes - Good Samaritan College of Nursing Jayme Jarrett - Ohio Northern University Angela Johnson - Cuyahoga Community College Jeff Johnston - Sallie Mae MorraLee Keller - Ohio College Access Network Val Kepner - Oberlin College Scott Lauffer - Lake Erie College Scott Lehman - Stark State College Donna McCullough - Bryant & Stratton College James McDougal - KEMBA Financial Credit Union Lea Mederer - Franklin University Christina Napier - Kent State University Andrea Morrow - Owens Community College Mary Lynn Perri - Ursuline College Venus Puliafico - Case Western Reserve University Ed Recker - University of Findlay Amanda Reisinger - Zane State College Stephanie Sutton - Lorain County Community College Rachel Sewell - Cuyahoga Community College Melinda Youngs - Urbana University Anne Watson - Watson Consulting, Inc. Amy Welty - Stark State College Conference Scholarships Mary Arter Bell Conference Scholarship Mary Arter Bell, friend and colleague, will be remembered for her passionate approach to serving others, her commitment to student success, and her sincere dedication to The Ohio Association of Student Financial Aid Administrators. Mary served on many OASFAA committees throughout her career and she especially enjoyed planning and participating in conferences. Although Mary lost her battle to leukemia in May 2012 she will not be forgotten. The Mary Arter Bell Conference Scholarship will allow us to continue to recognize Mary’s contributions as we come together as a community at annual conferences. Each year these scholarships provide funding to those who would otherwise not have the resources available to them from their institutions to attend conference. Please join us in welcoming our Spring Conference 2015 Mary Arter Bell Scholarship recipients: Debra Clark - Central Ohio Technical College Joey Kuhn - Miami University Rhonda Dahlheimer - Stark State College Christine Lynn - Stark State College Nicole Galloway - Zane State College Stephanee L Morton - Central State University Katie Hill - Ursuline College Scott Moore - Hondros College Kendel Holloway - Hondros College Darlene Violet - Brown-Mackie College - Akron 4 Awards and Recognition James W. White Award The James W. White Award honors James W. White, Director of Financial Aid at Oberlin College, when he retired in 1990. The award, first presented at Spring Conference 1991, is given annually to a member of OASFAA who exemplifies the dedication to students, to the aid community, and to the recipient's local community-qualities that were so evident in Jim's career as a financial aid professional. 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 Cheryl Willard - Baldwin Wallace University Jeff Johnston - Sallie Mae Bev Dalheim - Lakeland Community College Mary Arter Bell - US Bank Roger Eldridge - Great Lakes Higher Education Corporation Stephanie Sutton - Lorain County Community College Gary Ulrich - Owens Community College-Findlay Campus Debra Lee Divers - BGSU Firelands Geraldine Parker-Thrower - Lakeland Community College Gregory A. Guzmán - Lourdes College Lawrence Matthews - Bluffton University MorraLee Holzapfel - I Know I Can Steve England - AES/PHEAA Jerome Weiskittle - Franciscan University of Steubenville Donald Chenelle - Case Western Reserve University Arman Habegger - University of Findlay Lisa K. Mitchell - Student Loan Funding Ginny Biada - Baldwin-Wallace College Alex Murdoch - University of Cincinnati Wendell Schick - Ohio Northern University Clark Reber - Lourdes College Michele Nemes Meeker - The Ohio State University William Bennett - Cleveland State University Robert Hahn - University of Akron Mission Statement The mission of the Ohio Association of Student Financial Aid Administrators shall be to ensure access to higher education through the promotion of financial aid awareness. Further, the mission of the Association is to affect public policy initiatives, to promote ethical administration of student aid programs, and to encourage an environment of cooperation among individuals, agencies, organizations and educational institutions to better serve all student populations. 5 Awards and Recognition Support Professional Award The Support Professional Award, initiated in 1990, recognizes an individual or team of support/clerical professionals reporting to an OASFAA member. Nominations are submitted to the Support Professional Committee and the award is made at Spring Conference. The recipient exemplifies a strong commitment to the student, institution for which they work, and the financial aid profession. 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 Christa McNichols - Mount Vernon Nazarene University Dawn Langdon - Stark State College Marion Carter - The Ohio State University Christina Emerson - Case Western Reserve University Debra Clark - Central Ohio Technical College Jennifer Healey - University of Dayton Kim Kuhajda - Baldwin-Wallace College Jenny Rumpler and Pat Tobis - Miami University Tracy Febel - Lakeland Community College Ann Cano - University of Dayton Janet Crawford, Lee Ann Timmerman, Sherry Benjamin, Kathy Sybert - Ohio Northern University Dottie Chapman - Bluffton College Tenley Peterson - University of Toledo Annie Johnson - Ohio State University Shannon Maag - Lima Technical College Darlene Burns - Walsh University Stephanie Medley - Belmont Technical College Bea Pettaway - Medical College of Ohio Sandy Vilkowski - Miami University Laura Witt - NE Ohio College of Medicine JoAnn Evans, Kathy Stripling, Carrie Lemle, Kevin Paskvan - Owens Community College Lola Hauss - Capital University Debbie Back, Linda Will, Marcia Mitchell, Anthony Boniella, Evelyn Harris, Patricia Rakestraw, Candace McGowan, Rodney Gross, Cheryl Griffin-Daugherty, Robin McLemore, Rutha Lacking - Sinclair Community College Andrea Hines - Oberlin College Barb Noonan and Kent McKenzie - University of Toledo Barbara Birk - Capital University Kathi Richards - Edison Community College Judy Cook - University of Findlay Melissa Chandler - Lakeland Community College Carol Benedum, Meilani Cook, Marge Smith - Stark Technical College Janet Crawford - Ohio Northern University Becky Heaton - Mount Vernon Nazarene Sandy Miller - Ohio University Ruth Murphy - Marietta College 6 Awards MASFAA Meritorious Award 2014 Jayme Jarrett, Ohio Northern University MASFAA State Leadership Award The MASFAA State Leadership Award is presented annually to recognize outstanding leadership of a member from each of the 9 states within MASFAA. The recipients, who must be current MASFAA members, must have made outstanding contributions to the financial aid profession at the state and regional levels over a sustained period of time., i.e. seven years or more. Leadership at the regional level is not the only criterion for this award, and the selection process will not be limited to current state elected leaders. The individuals selected for this award must: exhibit high integrity and character; have shown creative leadership; have inspired and encouraged others to participate actively in professional development activities; have sustained active involvement in professional organizations, and have supported the goals and objectives of MASFAA. 2014 Angela K. Johnson, Cuyahoga Community College 2013 Randy Ulses, University of Cincinnati 2012 Val Kepner, Oberlin College 2011 Ann Marie Gruber, Lakeland Community College 2010 Arman Habegger, University of Findlay 2009 Karen Kopp, Cuyahoga Community College 2008 Cheryl Willard, Baldwin-Wallace College 2007 Michiale M Schneider, Student Loan Xpress 2006 Ginny Biada, Xpress Loan Servicing 2014-15 Don Chenelle Leadership The OASFAA Leadership Program was initiated in 2002-03 as a way to recognize the talents inherent in our members, provide programming to enrich those talents and build leadership and volunteerism within the Association, community and the workplace. Beginning with the Class of 2010, the program was named in honor of one of OASFAA’s past presidents, Don Chenelle. Congratulations to the 2014-15 OASFAA Leadership Class! Kirby Adams - Sinclair Community College Ruventia Hill - Columbus State Community College Lucas Brewer - Oberlin College Emily Hills - Sinclair Community College Claire Bunning - The Ohio State University Jackie Hagerman - Sinclair Community College Michael Collins - Case Western Reserve University Sarah Kilbarger - University of Cincinnati Dustin Grannis - University of Cincinnati Renee Lamp - Cuyahoga Community College Todd Hampel - Franklin University Lavonya Perdue - University of Cincinnati Stephanie Harrier - The Ohio State University 7 Conference Policies Please be aware of your institution’s ethics policy as related to Ohio Revised Code 2921.43(A) and 102.03 (D) and (E) when participating in conference and non-conference events. If you are a vendor but not exhibiting, please refrain from conducting business in the exhibit area. Nametags are required for admittance to conference events. Please be sure to wear your nametag throughout the conference. STRIKE ONE! STRIKE TWO! STRIKE THREE! NO, we are not talking about baseball! That’s right! OASFAA is going bowling! Show us your skills on the alleys and model your best bowling shoes as we head out to the Columbus Square Bowling Palace on Thursday, May 7th at 6:30pm. The cost is $3.50 per game, including shoe rental. Don’t want to bowl but want to have fun with the rest of your OASFAA peers? Check out the restaurant, bar, and game room at the Columbus Bowling Palace located at 5707 Forest Hills Blvd, Columbus, Ohio 43231. Future Conferences OASFAA Fall November 2015 OASFAA Spring May 2016 Federal Student Aid (FSA) December 1-4, 2015 Las Vegas, NV NASFAA July 19-22, 2015 New Orleans, LA MASFAA October 4-7, 2015 Coralville, IA Check the OASFAA calendar at www.oasfaa.org for additional training opportunities. 8 Sponsors and Exhibitors SPONSORS Presidential Level: Great Lakes Educational Loan Services, Inc. Gold Level: PNC Bank Silver Level: Discover Student Loans Wells Fargo EXHIBITORS Citizens Bank College Advantage KEMBA Financial Credit Union Discover Student Loans KHEAA EdFinancial Services Mohela First Marblehead Corporation Navient Great Lakes Educational Loan Services, Inc. Inceptia PNC Bank U-fi Student Loans Wells Fargo 9 Conference Menu Wednesday Lunch Thursday Lunch Homemade Cole Slaw and Potato Salad Albacore Tuna Salad Roast Beef, Turkey , Ham Sliced Breads and Rolls Potato Chips Starbucks Coffee and Iced Tea Baked Potato and Salad Bar Whole Grain and Wheat Rolls Seasonal Fresh Fruit Starbucks Coffee and Iced Tea Thursday Dessert Break Wednesday Dessert Break Granny Smith Apple Pie Starbucks Coffee and Tazo Teas Pastry of the Day Starbucks Coffee and Tazo Teas Friday Breakfast Wednesday Dinner Redskin Potato Salad and Creamy Cole Slaw Fresh Fruit Garden Salad Crisp Vegetable Crudite Fresh Green Beans Garlic Chive Mashed Potatoes Grilled Breast of Chicken Pecan Crusted Atlantic Salmon Rolls and Butter Chef’s Selection of Desserts Thursday Breakfast Fresh Fruit and Yogurts Cereals, Bagels, Pastries Chilled Juices Starbucks Coffee and Tazo Teas Fresh Fruit and Yogurts Cereal and Pastries Scrambled Eggs Challah French Toast Bacon and Sausage Breakfast Potatoes Chilled Juices Starbucks Coffee and Tazo Teas Friday Lunch Grilled Thai Chicken Salad Greek Farmer’s Salad Grilled Vegetables on Ciabatta Bread Roasted Turkey on Focaccia Bread Chips and Pretzels Starbucks Coffee and Tazo Teas Friday Break Double Chocolate Fudge Brownies Blondies Chocolate Dipped Strawberries Starbucks Coffee and Tazo Teas 10 Hotel Map 11 Wednesday, May 6, 2015 10:00am-2:00pm Registration Open - Lobby 10:00am-2:00pm Exhibits Open - Greatroom 11:00am-12:15pm Advocacy - Ballroom Presenter: Megan McClean, NASFAA 12:30-1:15pm Lunch - Ballroom 1:15-2:15pm Ohio Attorney General and Office of the Chancellor - Ballroom 2:25-3:45pm Reauthorization Update - Ballroom Presenter: Megan McClean, NASFAA 3:45-4:15pm Dessert Break - Greatroom 4:15-5:15pm Financial Aid Advocacy Panel - Ballroom Presenters: Megan McClean, NASFAA; Aaron Steffans, MASFAA; Angela Johnson, OASFAA; Dora Pruce, John Carroll University; Linda Hayes, Good Samaritan College of Nursing 5:30-6:00pm Welcome Reception - Greatroom 6:00-7:30pm Dinner and Cash Bar - Ballroom Sponsored by Great Lakes Educational Loan Services, Inc. Policy Day OASFAA will be kicking off the Spring 2015 conference with the bi-annual Policy Day event. The purpose of this day is to invite policymakers to share their perspective on the future of financial aid funding for Ohio students and families. This is an opportunity to hear about emerging legislations, new polices, or collaborative partnerships to support higher education for our students. This year, we have invited several policymakers to join us for this event. As we continue to grow and expand this initiative, we hope to increase the involvement of our legislators, and from you, our higher education advocates. With a keen focus on getting more Involved in higher education funding discussions, Influencing decisions that support Ohio families, and Inspiring to lead OASFAA to ensure representation from the financial aid community when higher education funding decisions are being made. We hope you will join us for this, and future, Policy Day initiatives to get more involved. 12 Thursday, May 7, 2015 7:30-9:00am Continental Breakfast - Ballroom Sponsored by PNC Bank 7:30-11:30am Registration Open - Lobby 8:30-11:50am Exhibits Open - Greatroom 9:00-9:50am Interest Sessions Seasoned Professionals: Leadership in the Financial Aid Profession - Dublin II Presenter: Aaron Steffens, Luther College Moderator: Amanda Reisinger, Zane State College How do you become a leader in this profession? Does a leader need to have the ability to “Involve, Inspire and Influence?” Leadership doesn’t necessarily mean standing on a stage conducting a meeting or giving a presentation. There are many different leadership paths in financial aid associations today for both the outgoing and reserved personalities. This session will give you a better understanding of the different leadership paths one can take and how to mitigate those stumbles that might happen along the way. Join us for this session to learn about all the different ways to lead in financial aid organizations. New Professionals: Verification Comes In All Shapes & Sizes - Dublin I Presenters: Regina Harper, Columbus State Community College; Beth Churchill, The Ohio State University; Molly Baumann, Capital University Moderator: MorraLee Keller, Ohio College Access Network This session is designed to “inspire” you to share best practices for various types of institutions. The presenters will ‘involve” you in a discussion on verification issues and ways to resolve them along with efficient methods for handling the various verification groups. The audience will be “influenced” to participate in sharing issues, resolutions, and common practices in their offices as well. REACH Training - Franklin Presenter: Dr. Ana C. Berrios-Allison, The Ohio State University Moderator: Mari Foisy, The Ohio State University In response to the positive feedback from the mental health sessions during Fall Conference, OASFAA brings you REACH Training. REACH is a suicide prevention training for faculty, staff, and students, developed by The OSU Campus Suicide Prevention Program. Student mental health is a hot topic in higher education today, and many, if not all of us, interact with students every day. Anyone can prevent suicide by learning the risks and warning signs. Regardless of college or university, all should be involved in suicide prevention on their campus! Loan Rehabilitation: A Second Chance for Borrowers - Dublin VI Presenter: John Brown, Great Lakes Educational Loan Services, Inc. Moderator: Melinda Youngs, Urbana University Defaulting on a student loan doesn’t have to be the end of the story. Loan rehabilitation can give borrowers a second chance that other loans don’t offer. In this session we will share what happens when a student loan defaults, walk through the nuts and bolts of loan rehabilitation, discuss whether loan rehabilitation is the best option, share ways you can be INVOLVED to help keep your borrowers from defaulting and provide you with helpful resources to INSPIRE defaulted borrowers that will greatly INFLUENCE their future. Leadership (Invitation Only) - Dublin V 13 Thursday, May 7, 2015 10:00-10:50am Interest Sessions Seasoned Professionals: Involving Admissions and Financial Aid Counselors in a Cross-Training Effort - Dublin VI Presenter: Melanie Weaver, Ohio Northern University Moderator: Jayme Jarrett, Ohio Northern University Recruiting students today takes more admissions and financial aid counselor time than ever before. Because students are considering more colleges and universities than in the past, personal attention from a counselor can make all the difference. But how do you make this happen with the same or fewer staff? Learn how to Involve both admissions and financial aid into a cross-training initiative that will Inspire employees to expand their roles and will Influence your enrollment management initiatives. New Professionals: Department of Veterans Services/Veteran Educational Benefits - Dublin I Presenter: Rob Breeckner, Department of Veteran Services Moderator: Amber Brady, Ohio Board of Regents This session will provide an overview of the Dept of Veterans Services and Veteran Educational Benefits. Professional Development: How To Write Effective Resumes - Franklin Presenter: Dr. Ana C. Berrios-Allison, The Ohio State University Moderator: Anne Watson, Watson Consulting, Inc. Through this workshop, participants will learn how to create an effective resume. Emphasis will be put on format and content while highlighting career tips to address the basics of building, tailoring, and critiquing their own resume. Resources and samples will be provided. Diversity: Walk a Mile in My Shoes - Dublin II Presenter: Kimberly Brazwell, Bexley City School District Moderator: James McDougal, Kemba Financial Credit Union This will be an interactive session which will provide insights into the diverse experiences of our colleagues and the students whom we serve on our campuses. These diverse lifestyles and experiences will be shared and hopefully enlighten the attendees on how to better engage inclusiveness and diversity on our campuses. Leadership (Invitation Only) - Dublin V 11:00-11:50am Interest Sessions Seasoned Professionals: SAP and Promoting Student Success - Dublin II Presenters: Bev Dalheim, Lakeland Community College; Jennifer Wells, University of Akron Moderator: Venus Puliafico, Case Western Reserve University What can we do to help students be successful through SAP? We can Involve other departments to assist with programs, Inspire students to be the best they can be, and Influence the college leadership to help with funding for the programs to achieve student success. In this session we will share what our colleges are doing for SAP and to Promote Student Success. 14 Thursday, May 7, 2015 New Professionals: Inspiring Financial Wellness on Ohio College Campuses - Dublin I Presenters: Adam DiLullio, Case Western Reserve University; Mandi Schweitzer, The Ohio State University Moderator: Jeff Johnston, Sallie Mae What is the best way to Involve, Inspire, and Influence students to achieve financial wellness? In this session we will learn about two approaches from Ohio schools: The Ohio State University’s peer to peer counseling approach through their “Student Wellness Center,” and Case Western Reserve’s campus-wide “Financial Literacy Day” on April 15. Additionally, you will be given an overview of a 14 page booklet that FICO and Sallie Mae have partnered to create called “Understanding Credit” that you can use in your financial wellness programming on campus. Professional Development: Embracing Your New Leadership Role: Plans, Tips and Perspectives Franklin Presenter: Michiale Schneider, Great Lakes Educational Loan Services, Inc. Moderator: Val Kepner, Oberlin College Are you new to leadership and wonder what to expect in your new role? Since leadership is not just a one size fits all opportunity it's important to understand what you should or should not do during the transition period. This session aims to share common tips derived from other leaders within the financial aid community that transcends through multiple levels of the leadership hierarchy that will assist you in being an effective, well-rounded leader. Topics to be discussed: • Common tips for transitioning leaders • Unveiling of new challenges • The 90-day plan of a new role Diversity: LGBTQ - Dublin VI Presenter: Angie Wellman, The Ohio State University Moderator: Judy Cunningham, College Advantage This session will provide a basic overview of social identities and their intersection with sexual orientation and gender identity. Specific concerns of LGBTQ students will be shared, along with skills and tools to work effectively with this population. Leadership (Invitation Only) - Dublin V 11:50am-1:30pm Opening Session and Lunch - Ballroom Keynote: Dr. Terrell Strayhorn, The Ohio State University Sponsored by Great Lakes Educational Loan Services, Inc. 1:30-4:35pm Registration Open - Lobby 1:30-4:35pm Exhibits Open - Greatroom 1:30-2:20pm Interest Sessions Seasoned Professionals: Captaining Your Crew: Inspirational Leadership in Troubled Waters Dublin 1 Presenter/Moderator: Randy Green, Wittenberg University Managers can face challenges from multiple sources and their responses to those challenges must be diverse and versatile. We will focus on tactics to keep the department engaged, focused, and productive through stormy times or smooth sailing. 15 Thursday, May 7, 2015 New Professionals: Going the Extra Mile: Professional Judgment Guidance and Best Practices Franklin Presenter: Melanie Weaver, Ohio Northern University Moderator: Ed Recker, University of Findlay Sometimes student circumstances do not neatly fit into the FAFSA mold. Join us to explore how the U.S. Department of Education allows aid professionals to update the FAFSA through professional judgment (PJ). Federal guidance and best practices will be shared, as well as some stranger-thanfiction examples! Professional Development: First Aid for Stress - Dublin II Presenter: Heidi Sisson, First Marblehead Corporation Moderator: Val Kepner, Oberlin College Job stress can cause absenteeism; diminished productivity and employee turnover. So why are employees so stressed? First Aid for Stress provides a starting point to help you identify stress and move toward finding solutions. These activities offer a way to recognize what specific stressors are in your workplace. Understanding Federal Loan Repayment Options - Dublin VI Presenter: Greg Carlo, Navient Moderator: Stephanie Goller, University of Toledo As students exit or leave school, many do not understand the various repayment options available to them which can be especially helpful when difficult situations arise or they haven’t quite found that high paying job yet. Additionally, by understanding all of the federal repayment options, financial aid counselors can better assist their students as well as help drive down their cohort default rate. This session will teach attendees how to effectively communicate to exiting students about various repayment options as well as how to manipulate through the repayment lifecycle of a student loan. Attendees will leave with vast knowledge regarding repayment plan scenarios/strategies as well as understand what borrowers are facing upon graduation and beyond. Leadership (Invitation Only) - Dublin V 2:20-3:00pm Dessert Break - Greatroom Sponsored by Discover Student Loans 3:00-4:35pm General Session: Dave Skonieczny, U.S. Department of Education Office of Inspector General - Ballroom 4:35-5:00pm Regional Meetings 5:30pm Dinner on Your Own 6:30pm Entertainment - Columbus Square Bowling Palace (see page 8 for more information) Northwest - Dublin I Northeast - Dublin II Southwest - Dublin V Southeast - Dublin VI 16 Friday, May 8, 2015 7:30-8:30am Breakfast - Ballroom Sponsored by Great Lakes Educational Loan Services, Inc. 7:30-10:00am Registration Open - Lobby 8:00-8:30am OASFAA Business Meeting 8:30-11:30am Exhibits Open - Greatroom 8:30-10:30am General Session - Ballroom MASFAA Update Awards Ceremony Federal Update: Angela Smith, U.S. Department of Education State Update: Dave Cannon, Ohio Board of Regents 10:30-11:00am Beverage Break - Greatroom Sponsored by Wells Fargo 11:00-11:50am Interest Sessions Seasoned Professionals: Gainful Employment’s Impact on Schools, Programs and Students Dublin II Presenters: Mary Cannon, Hondros College of Nursing; Anissa Strickland, Kent State University Moderator: Jeff Johnston, Sallie Mae Gainful Employment regulations go into effect on July 1, 2015. Given the requirements, disclosures, and manual processes that are needed to comply with Gainful Employment, how are schools being affected? In this session we will review Gainful Employment and hear how it will impact two Ohio Colleges as it relates to current (and future) programs, staff training, processes, certificate awarding, etc. New Professionals: Homerun Customer Care - Dublin I Presenter: Renee Romine, Kent State University Moderator: Christina Napier, Kent State University You may be wondering, how I can provide excellent customer service in an environment motivated by strict guidelines, policies and procedures. You will want to be involved in this session, as it will inspire you to provide excellent customer care while still maintaining policies, procedures and most of your composure. You will learn ways, to use your influence to assist your customer navigate through federal regulations. How FAAs Report Changes Impacting Institutional Eligibility - Franklin Presenter: Angela Smith, U.S. Department of Education Moderator: John Brown, Great Lakes Educational Loan Services, Inc. The Eligibility and Certification Report (ECAR) displays institutional information upon which Title IV eligibility is based. This session will cover changes that would impact an institution's eligibility for Title IV, particularly the addition of new locations and educational programs. When and how schools should report such changes to maintain their eligibility will be covered in this session. 17 Friday, May 8, 2015 Conversation with New Members - Dublin V Presenters/Moderators: Rachel Sewell, Cuyahoga Community College; Donna McCullough, Bryant & Stratton College New Members, please join us for a conversation about being a new member, your conference experience, and your “ah-ha” conference moments. Learn how to share your conference experience and knowledge with others in your office, how to get involved with OASFAA, and how to join our New Member Mentor Program! “Ask OBR” - Dublin VI Presenter: David Cannon, Ohio Board of Regents Moderator: Amber Brady and Tamika Braswell, Ohio Board of Regents Have a question about state financial aid? How are state programs funded? State subsidy? Agency initiatives? This is an opportunity to ask one of the representatives from the Ohio Board of Regents. Your questions can be submitted prior to the session or feel free to ask in person. 11:50am-1:15pm Lunch and Passing of the Gavel - Ballroom Sponsored by PNC Bank 1:15-3:00pm Registration Open - Lobby 1:15-3:00pm Exhibits Open - Greatroom 1:15-2:05pm Interest Sessions Seasoned Professionals: Implementing Two Disbursements of Loans per Term to Drive Student Success - Dublin I Presenters: Stephanie Sutton and Valerie Fultz, Lorain County Community College Moderator: Scott Lehman, Stark State College Lorain County Community College (LCCC) recently moved to two disbursements of student loans per term with the intent to increase student success while decreasing student loan fraud and default. This session will detail the campus wide engagement process used; mechanics of changing to multiple disbursements in a term; implementation of midterm grades including a Failure Administrative Withdrawal (FAW), and the communication strategy implemented to notify students. New Professionals: R2T4 - Understanding the Basics - Franklin Presenter/Moderator: Ann Marie Gruber, Lakeland Community College The Return of Title IV calculation is one of the most complex that faces the financial aid office. What is R2T4, when does it apply, and what exactly does the calculation include? All these will be discussed along with tips to avoid common R2T4 findings in a program review. Life Cycle of a Federal Loan - Dublin II Presenters: Greg Carlo, Navient; John Brown, Great Lakes Educational Loan Services, Inc.; William Shaffner, MOHELA Moderator: Greg Carlo, Navient Ever wonder what happens to a Direct Loan once it is passed along to the Federal Servicers? How often are students contacted to help keep them on track? What is the minimum expectation by the DOE? How does each servicer do things differently? How can you work with your Servicer by understanding their communications with borrowers? These questions and more will be answered, which will assist you as you counsel students through the loan process. 18 Friday, May 8, 2015 Diversity: Poverty Simulation – A Day in the Life of a College Student - Dublin V Presenter: Christina Napier, Kent State University Moderator: James McDougal, Kemba Financial Credit Union This is an interactive session that examines various challenges faced by students. Teams will examine student scenarios from affluent to underprivileged and look for the best solution to address the various life challenges that are introduced. The groups will work though their obstacles and choices and a spokesperson from the group will share how they were able to survive the school year. The objective is to involve and inspire student financial aid administrators to use their influence and expertise; to assist students to discover new approaches to overcome obstacles that may hinder their educational goals. Crafting a Social Media Strategy for Your Financial Aid Office - Dublin VI Presenters: Dave Bowman and Michiale Schneider, Great Lakes Educational Loan Services, Inc. Moderator: John Brown, Great Lakes Educational Loan Services, Inc. Your students are regularly using social media to communicate. Do you know how to use social Media effectively in the financial aid office? Many financial aid offices have been slower to build a social media presence due to concerns about student privacy or resources. Aid offices that have successfully deployed social media platforms have reported vast improvement in their two-way communications with students. This session will review the steps needed to plan and build a social media presence for your aid office on Facebook or Twitter and explore specific strategies for improving two-way communications with students. Specific topics include: Pros and cons of implementing Facebook or Twitter in the aid office Crafting a strategy Writing effective content Turning regulatory language into effective social media content 2:15-3:05pm Interest Sessions Seasoned Professionals: Your First Day as A New Director: Five Things You Need To Do to Ensure Success - Dublin I Presenter: Matt Moore, Sinclair Community College Moderator: Carol Glaser-Atkins, Sinclair Community College Whether you're a new financial aid director or you are on the path to become one, this session will provide you with specific tips and suggestions you can use as you face the unique challenges presented during your first few months on the job. We will share ideas and information to help you successfully transition into your new role on these topics: First Day Essentials: Security Updates and Reports to Review Assessing your Office Culture – your Team and Your Peers Identifying Roles and Responsibilities Securing Resources New Professionals: Financial Aid Jeopardy - Dublin II Presenter: Heidi Sisson, First Marblehead Corporation Moderator: James McDougal, Kemba Financial Credit Union A fun interactive way to test your financial aid knowledge and learn new regulations. This information will directly assist you as you process for the 2015-16 academic year and beyond. Categories will include; FAFSA, OASFAA, Verification, Student Loans, and more. Join us in a game of Financial Aid Jeopardy where you will be split up in teams to see who takes home the trophy! 19 Friday, May 8, 2015 School Tools for Aversion and Default Management - Franklin Presenter: Angela Smith, U.S. Department of Education Moderator: John Brown, Great Lakes Educational Loan Services, Inc. The prevention and management of student loan default is a school-wide effort. In this session, we will explain why schools need a comprehensive default prevention plan. Staff will suggest strategies and describe tools that schools can use to identify defaulters and work collaboratively with the federal loan servicers to reduce institutional cohort default rates. Financial Aid + Student Supports = Student Success - Dublin VI Presenters: Benjamin Dobner, Great Lakes Educational Loan Services, Inc.; Miria Batig, Cuyahoga Community College; Matthew Mercado, Lorain County Community; Stephanie Sutton, Lorain County Community College Moderator: Stephanie Goller, University of Toledo With the current focus on performance funding in Ohio, learn about the role of financial aid and student support in incenting greater student success. Collaborating with other offices on campus is a key to increasing student success. In addition, we will also discuss the pilot being conducted at Cincinnati State, Tri-C, and LCCC to replicate the City University of New York’s (CUNY) Accelerated Study in Associate Programs (ASAP) model. Great Lakes Higher Education Corporation will tell what excited them about this model and why they chose to invest $5 million in the project. Advising Students Who are Near Pell and Loan Limits - Dublin V Presenter: Christine Lynn, Stark State College Moderator: Scott Lehman, Stark State College In this session, you will learn strategies to assist you in advising students on the quickest path to graduation and how to stretch out those federal dollars from an academic perspective. With these techniques, a student will commonly tell you they want to reduce their borrowing amount as they finally see the big picture of completion. You will also learn how to partner with the academic side of the house to find academic resources that can assist students to complete their degree. Attend this informative session to gain “must-have” knowledge on default management and financial literacy techniques that tie completion and academics into the conversation. 3:05-3:25pm Dessert Break - Greatroom Sponsored by Discover Student Loans 3:25-4:15pm Interest Sessions Powerfaids - Dublin II Moderator: Adam DiLulio, Case Western Reserve University Banner - Franklin Moderator: Ann Marie Gruber, Lakeland Community College PeopleSoft - Dublin I Moderator: Kristy Gardner, The Ohio State University Datatel - Dublin VI Moderator: Lea Mederer, Franklin University Homegrown/EdExpress - Dublin V Moderator: Scott Lauffer, Lake Erie College Safe Travels!!! 20 Keynote Speakers Dr. Terrell Strayhorn Terrell L. Strayhorn, PhD is Professor of Higher Education at The Ohio State University (OSU), where he also serves as Director of the Center for Higher Education Enterprise (CHEE), Senior Research Associate in the Kirwan Institute for the Study of Race & Ethnicity, and Faculty Affiliate in the Todd A. Bell National Resource Center on the African American Male and the Criminal Justice Research Center. Prior to joining the faculty at OSU, Strayhorn served as Special Assistant to the Provost at the University of Tennessee, Knoxville (UTK) and founding director of the UTK Center for Higher Education Research & Policy. Dr. Strayhorn maintains an active and highly visible research agenda focusing on major policy issues in education: student access and achievement, equity and diversity, impact of college on students, and student learning and development. Professor Strayhorn is sole author or lead editor of 8 books/volumes. He has published more than 100 refereed journal articles, book chapters, scholarly reviews, and commissioned reports. He has also presented more than 150 papers at international and national conferences. Named "one of the most highly visible scholars in his field," by the Journal of Blacks in Higher Education, Strayhorn has received the 2007 ACPA Emerging Scholar Award, NASAP Benjamin L. Perry Professional Service Award, SACSA Outstanding New Professional Award, 2008 ACPA Annuit Coeptis Emerging Professional Award, 2009 UTK Helen B. Watson Faculty Research Award, Early Career Award from the Association for the Study of Higher Education (ASHE), and in 2011, Diverse: Issues in Higher Education named him one of the nation’s “Top Emerging Scholars.” Strayhorn has been named “Who’s Who in Columbus,” “20 to Know in Education” by Business First magazine, and one of the most prolific young scholars in the country by several news sources. Dr. Strayhorn received a bachelor’s degree (BA) from the University of Virginia (UVA), a masters degree (MEd) in educational policy from the Curry School of Education at UVA, and doctorate (PhD) in higher education from Virginia Tech. He is a member of Alpha Phi Alpha Fraternity, Incorporated and a native of Virginia Beach, Virginia. David Skonieczny In 1996, David Skonieczny became a member of Chicago Investigative Staff. For twelve years, Mr. Skonieczny worked on a variety of grant procurement, institutional and single beneficiary fraud investigations involving multiple subjects and numerous criminal statutes. Since January 2008, Mr. Skonieczny has served as the Assistant Special Agent in Charge for the North Central Region which includes the Chicago, Ann Arbor, and Nashville Field Offices. In this capacity, Mr. Skonieczny oversees the daily operations of all three field offices which include the supervision of more than 75 criminal and civil investigations. Mr. Skonieczny earned a BA in Criminal Justice from St. Ambrose University in Davenport, IA. He then earned a Master’s Degree in Business Administration from St. Ambrose University while serving as a graduate assistant for the St. Ambrose Athletic Department. 21 Keynote Speakers Aaron Steffans Currently serving as your MASFAA President, Aaron Steffens grew up on a dairy farm near the northeast Iowa town of Clermont. After receiving his BA degree in Marketing and Psychology from Upper Iowa University, Aaron took his first job as an Admissions Counselor at Loras College in Dubuque. Two years later, in 1998, Aaron accepted the position of Financial Aid Counselor at Loras College and began his career in Financial Aid. Aaron moved to Mt. Mercy College in 2000 as an Assistant Director and then moved to Luther College in 2007 where he is currently serving as Associate Director. Aaron has been very involved in IASFAA, serving as its President as well as its first ever Treasurer-Elect and eventually Treasurer. He has also chaired several IASFAA committees and has received the President’s Award and Distinguished Service awards from IASFAA. In MASFAA, Aaron has served as both the Membership and Donor Development Chairs in addition to serving on numerous committees. MASFAA has recognized Aaron with the State Leadership Award for Iowa, the Meritorious Service Award and most recently the President’s Award. As MASFAA President, Aaron is also currently serving as a member of the NASFAA Board. Angela Smith Angela Smith has spent her entire adult life as a public servant. At the age of 17 began working for the U.S. Office of Personnel Management as a high school work-study student in 1988. She worked at OPM intermittently during summer breaks from college until she graduated from Western Illinois University in 1993. Angela transferred to the U.S. Department of Education in 1995, and for the nine years that followed she worked as an Account Manager with the Federal Direct Loan Program. When the appropriation for the Direct Loan Account Management Group expired in 2004, Angela was reassigned to the position of Training Officer for ED’s Federal Student Aid office, where she’s served to this day. When not serving in her federal capacity, Angela spends her spare time entertaining friends and family, training to be a runner (she recently completed her seventh half-marathon), and working in her garden. 22 Keynote Speakers Megan McClean Megan McClean is the Managing Director of Policy and Federal Relations at the National Association of Student Financial Aid Administrators (NASFAA) where she oversees the Association¹s policy and advocacy efforts . Prior to joining NASFAA in the fall of 2010, she served as the Director of Government Relations for the federal Advisory Committee on Student Financial Assistance, where she contributed to several congressionally mandated reports on the postsecondary access and persistence of low- and moderate- income students. Megan began her career in higher education as an admissions counselor at Penn State University. She received a master's in higher education at Penn State and BA in political science from Allegheny College. David Cannon As Vice Chancellor of Finance and Data Management, David Cannon oversees all the financial activities and the collection of data and Reporting for the Ohio Board of Regents. Those financial duties under his control include SSI formula, budgeting, Senate Bill 6 activities and fee pledges by various colleges and universities. In addition to these financial duties, David oversees the Data Management section which works with each college and university to collect data in the HEI system. The Board of Regents uses that data to prepare reports and analyze data to determine policy objectives. David is also responsible for the financial aid and audit functions of the Board of Regents. After earning a bachelor’s degree in Finance from Ohio State University, and a master’s degree from Webster University while serving in the Air Force, David has worked as the Finance Director for the City of Powell, CFO for the Auditor of State and County Administrator for Delaware County. Prior to coming to work for the Ohio Board of Regents, David was the CFO for Union County, North Carolina. 23 24 25 26 27
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