AGENDA SESSION details NOTE: SUBJECT TO CHANGE MONDAY OCTOBER 29, 2012 9:00 am to 11:30 am 1

PRE-CONFERENCE SESSIONS Hands-on NSLDS Dana Kelly, NelNet Hands-on review of NSLDS – please bring your own laptop that has wireless access. This session is designed to provide insight into NSLDS. We will discuss access, security, navigation, reporting, enhancements, how the new loan servicers are reflected and what to expect in the future. We’ll also look at how the FSA Exit Counseling site is linked to NSLDS and what benefits that provides for both the school and the borrower.

2

2:00 pm – 2:45 pm

EDE Express Training Robert Berry, US Department of Education & Doug Baldwin, Vangent BREAK-OUT SESSIONS

3

(Listed online as Financial Aid and Adult Learners) Adult Students and Financial Aid Dr. David Pearlman, Penn State Altoona

4

Determining Eligibility for and Adding New Programs Annmarie Weisman, US Department of Education

5

Partnering for Student Success Fidel Calero, ASA Student retention. Financial education. Default management. These studentfocused initiatives are most successful when multiple campus offices support them. This session highlights the different ways your school can partner with other offices on campus to ensure these critical initiatives receive the support they – and your students themselves – deserve.

6

Communication Issues – FAO Speak Don Shade, PHEAA Parents tell us they simply don’t understand what the aid office is telling them. FAOs speak a language all their own, which only they can understand. And even within that community the message is not always clear. This session takes a humorous look at what we say and offer suggestions for how to more appropriately and effectively get our message across.

7

IPEDS Mark Lafer, PHEAA

Not on registration form

The federal Integrated Postsecondary Data System (IPEDS) is an institution-level digital data collection, aggregation, and reporting system for U.S. postsecondary education. It is a component of the National Center for Education Statistics within the U.S. Department of Education. Starting with brief comments on the development, central mission, and core operational aspects of IPEDS, the presentation will focus on what information of value it can – and cannot – provide to financial aid professionals. Sample output will introduce you to locating pre-formatted standard reports, creating single institutional summaries and peer institution comparisons, designing custom statistical summary queries, and extracting multifactor datasets for more extensive analysis. 8

How to Lobby Scott Miller, PHEAA; Linda Anderson, Carnegie Mellon University;

9

Federal Aid for Study Abroad and Consortium Agreements Holly Kirkpatrick, Arcadia University

3:00 pm – 4 :00 pm

BREAK-OUT SESSIONS

10

The NEW Verification Annmarie Weisman, US Department of Education (will be repeated again Tuesday)

11

(Listed online as Meeting with Legislators) Advocacy and influence at the state level; Tips on Navigating the PA General Assembly Jamie Buchenauer, AES Is the PA General Assembly unknown to you? Would you like some tips on how to find and follow state legislation or the best person to talk to about an issue? This presentation will provide an overview of the PA General Assembly, how to navigate the state political waters and provide some best practices of how to effectively make your position known within the General Assembly. State level politics are different from the politics and practices at the Federal level and Pennsylvania has its own political color filled with personality. Come to discuss and learn about advocacy at the State Capitol.

12

Return to Title IV Funds (R2T4) Greg Martin, US Department of Education

13

You Can Deal With It.com Linda Pacewicz, PHEAA Financial Literacy and Default Prevention is important to your student's and campus's success. Find out the who, what, where and how PHEAA's YouCanDealWithIt.com site can help. Explore the solutions to this important topic and learn about the tools, tips, suggestions and usage of information that's available for you with easy access.

14

OVR Janice Mazitti & William Kissel, OVR Overview of services for students and how funding decisions are made by the Office of Vocational Rehabilitation.

15

Taxes 101 Joseph Pugliese, CPA Geared to the novice, this session is a review of the basic information found on federal income tax returns and basic schedules.

16 4:15 pm – 5:00 pm 17

CANCELLED BREAK-OUT SESSIONS Debt Management for Grad Students Patty Peterson, PNC Education Lending Grad students face unique financial situations and frequently face considerable student loan debt. This session provides insights into strategies that may benefit them as they pursue their graduate degrees and after graduation.

18

Digital ID How PA 529 Can Help Even Those Already in College Kathleen McGrath & Charles Geib, PA Department of Treasury

19

Public Service Loan Forgiveness COD/Direct Loans Robert Berry, US Department of Education & Doug Baldwin, Vangent

20

(Listed online as Developing a Career-Building Student Employment Program) IM vs. FM: What is a Family’s True Financial Strength Brian Lemma/EASFAA & Karen Hanley, Georgetown University

21

Attaining an Error-Free FISAP Greg Martin, US Department of Education

22

Taxes 102 (Advanced) Joseph Pugliese, CPA

Either as a follow-up to Session 15 or as a stand-alone, this session looks at some of the more complex forms of the federal income tax return such as the K-1, business and Subchapter S corporations. 23

CANCELLED

TUESDAY OCTOBER 30, 2011

9:00 – 10 am

BREAK-OUT SESSIONS

24

Getting Back in the Ring: Building Resiliency in Financial Aid Professionals Bonnie Behm, Villanova University; Helen Nunn, Susquehanna University

25

Trends in Financial Aid and College Pricing Amy Miranda & Kevin Corr, College Board

Not on registration form

Trends in aid and tuition are always important topics in our work. The current economic situation and the likely major changes to the student financial aid system have made those topics even more salient. This session will share highlights from the latest research in the College Board’s annual Trends series. This information impacts everything from student choices to campus budgets to implications on the local community and the entire economy. Colleagues will join in a dialog around the current impact of these trends on their students and work. 26

Clery Act and Campus Security Jim Moore, US Department of Education

27

Stress in the Workplace Tom Moriarity (Will also be offered Tuesday afternoon)

28

Private Student Loans – You’ve got the Power!! Linda Anderson, Carnegie Mellon University; Ben Carey, Overture; Evan Weiler, Kutztown University The story has a continuous cycle: A student has a great GPA, taken AP courses, scored well on their SAT’s and is in the top of their class! That’s only half the battle for students, parents and financial aid administrators today! You still need to find the right mix of funding to get, and keep, that student into the college of their dreams! They’ve filled out the FAFSA, received all the federal and institutional loans, and looked into every grant, scholarship and work-study available. All this, and there’s still a “gap” of unmet need! Sound familiar? What do you do?? Does a private student loan provide just enough “funding power” to help them realize their dreams, or “over-power” students with another debt burden? This session will provide both factual information and insights on how you can make private loans work, not only with your financial aid office, but as a valuable tool for institution-wide recruitment and retention. Learning, through facts, research data and up-to-date HEOA regulations how

private student loans can be an option to getting students into the college of their choice … and keeping them there! There will also be an update on the CFPB findings and how they affect the future of private student loans.

29

Default Management and Credit Underwriting Michail Thompson, Vice President, Credit Risk Analytics at First Marblehead This session will focus on the different credit models being used now in the Private Student Loan Market. In addition there will be a discussion on how credit evaluation has changed and how loan providers are looking for certain repayment behaviors from their applicants early on the loan life cycle.

30 10:30 – 11:30 am

CANCELLED BREAK-OUT SESSIONS

31

State Grant Updates COD/Direct Loans Robert Berry, US Department of Education & Doug Baldwin, Vangent

32

The NEW Verification (repeat from Monday) Annmarie Weisman, US Department of Education

33

Computer User Group – PowerFAIDS Amy Miranda, College Board

34

Student Aid Award Letters Megan McClean, NASFAA The content and clarity of award notifications is a hot topic. In May, NASFAA's Award Letter and Consumer Information Task Force released a report with recommendations for improving award letters and related consumer information. The Department of Education and Consumer Finance Protection Bureau are also encouraging institutions to use their Shopping Sheet to allow students and families to more easily compare schools and aid offers. This presentation will review and provide clarity on the multiple proposals that exist, as well as predictions for the future of award letters.

35

Leadership: Values and Visions Stephen Merritt, Villanova University; Debbie Little, Penn State University

36

Financial Aid for Non-Standard terms Greg Martin, US Department of Education

37

CANCELLED

2:45 – 3:45 pm

BREAK OUT SESSIONS

38

Professional Judgment: Dependency Overrides and Reduced Income Paul Simenson, Penn State

39

Direct Loans for Beginners State Grant Update Christine Zuzack, PHEAA Learn about updates and changes to the Pennsylvania State Grant Program and the Special Programs on policy and operational issues. This session will help you stay current on new program requirements in order to best serve your students.

40

(Listed online as Looking in the Crystal Ball) Washington DC Update Scott Miller, AES

As the election approaches, Congress is in a position to make crucial budget decisions that could alter the course of funding for the federal student aid programs, not to mention every other federal program, for the next decade. This session will review some of the recent action and inaction in Congress and preview the critical “lame duck” session that is planned for November and December. In addition, we’ll look a few Administration initiatives, including actions by the new kid in town, the Consumer Financial Protection Board. Lastly, we’ll take some time to preview next week’s election (yes, the campaign season is almost over!) and its impact on funding and policy decisions. 41

(Listed online as Effective Financial Literacy Programs on Campus) What Makes Financial Literacy “Stick”? Donna Miller, iGrad What works? What doesn’t? Why is campus-wide buy-in a necessity? This session address these issues, along with the importance, relevancy and format of presentations of financial literacy to your students.

42

Stress in the Workplace (repeat of Session 27) Tom Moriarty

43

VA Benefits for Beginners VA Staff For the novice, a review of the basic educational benefits for veterans, who are returning to campuses in record numbers.

44

Special Programs Update Greg Pisch, Isaac Green, and Jen Brougher, PHEAA Special Programs group will provide an update on state-related programs administered by PHEAA and changes affiliated with those programs. Also, an introduction and discussion on the new Pennsylvania Targeted Industry

Program (PA-TIP) including eligibility and certification details. 4:00 – 4:45 pm 45

BREAK-OUT SESSIONS Professional Judgment Case Studies Paul Simenson, Penn State University This is your opportunity to bring your challenging cases for general discussion by an experienced panel.

46

For Directors Only Panel: Bonnie Behm, Villanova University; Helen Nunn, Susquehanna University; Mary Kosin, Luzerne County College

47

Satisfactory Academic Progress Annmarie Weisman, US Department of Education

48

Pell Basics Greg Martin, US Department of Education

49

Need Analysis and Graduate Students Joetta Bradica, Penn State Hershey College of Medicine

50

Communications – Now Beyond Email Robert Heyl, PSU Greater Allegheny

51

VA issues – Panel Discussion VA staff; Carolyn Julian, PSU Harrisburg, Denise Davey-Smith, Mansfield University Open discussion about current VA issues

4:50 – 5:30 pm

SECTOR MEETINGS

52

Private Sector Christine Saadi, Alvernia University

53

Business, Trade and Technical Sector Debra Woodcock, Lancaster County Career & Technology Center

54

2 Year College Sector Melissa Wisniewski, Harrisburg Area Community College

55

PASSHE Sector Denise Davey-Smith, Mansfield University

56

Nursing Sector Patty Zink, Washington Hospital School of Nursing

57

State-Related Sector Sue Bloom, University of Pittsburgh

58

Institutional Support Sector Amanda Scheler, PNC Bank

WEDNESDAY OCTOBER 31, 2012 9:00 – 9:45 am General Session – PASFAA Open Forum 10:00 – 11:00 am 59

BREAK-OUT SESSIONS (Listed online as Trends in Financial Aid and College Pricing) How an Early Awareness Program Fits Under Financial Aid Joan Holleran & Lisa Schroeder, Kutztown University The right time to get families thinking about college is in elementary school. So who has the time and resources to do it? And how do you get the message out to a population that isn’t even likely to graduate from high school? Learn how one busy, under-staffed, cash-strapped Financial Aid Office developed an early awareness program for a group of inner city 5th graders. We did it and so can you.

60

Grad School Issues Panel discussion (Susan Bogart, Penn State Dickinson School of Law; Megan McClean, NASFAA) General discussion about issues facing students enrolled in graduate schools. You bring your concern, and let’s talk!

61

Audits and Program Reviews Annmarie Weisman, US Department of Education

62

Campus Aid Basics Greg Martin, US Department of Education

63

Learning to Listen Robert Sevret, Discover Whatever the reason or the situation, the ability to effectively listen is a key component to a successful work and personal life. Unfortunately most of us are not as good at listening as we’d like to think. After completing this session, you will better understand your current level of listening skill and learn improvement techniques which will heighten your communication awareness.

64

Net Price Calculator: One Year Later Leigh-Anne Redfern, Gettysburg College; Amy Miranda College Board; Bill Burke, University of Scranton The first class of students who had the opportunity to use the Net Price Calculator has enrolled on our campuses. What have we learned? How did it impact our work? What changes, if any, have we implemented for year two? The presenters will share information about their experiences and provide an opportunity for dialogue.

65

(Listed online as Creating a Financial Literacy Program on Your Campus) Developing a Financial Literacy and Default Prevention Plan Will Lindsey, FedLoan Servicing In this interactive session we'll be discussing default prevention from A to Z starting with counseling and continuing through delinquency. You'll get an overview on creating, re-inventing, or enhancing your school’s financial literacy and delinquency management program. We will talk about campus involvement, creative solutions, and measuring success.

11:15 am – 12:15 pm

BREAK-OUT SESSIONS

66

Direct Loans – Advanced Public Service Loan Forgiveness Dan Weigle, FedLoan Servicing

67

Quarter System Schools – Open Forum discussion with Greg Martin and Annmarie Weisman, US Department of Education This is your opportunity for an open discussion with Greg Martin for topics of interest for quarter-system institutions.

68

(Listed online as Resources for Students) Financial Aid Web Resources for Students Wendy Dunlap, PHEAA; Janet McLaughlin, University of Pittsburgh When students and families seek information on financial aid, where do they go? Where on the web do students and families find information about financial aid and which sites are most useful? How do we effectively point students and families to the best resources?

69

(Listed online as Homeless Issues) Supporting Higher Education for Vulnerable Youth Sonia Pitzi, Education for Children and Youth Experiencing Homeless Program and Lynda Becker, Center for Schools and Communities

70

State Grants and Special Programs/Costs and Distance Learning Sandy Schmelz, PHEAA; Carol Gill, PHEAA What does distance education mean to your school and students within the confines of the State Grant Program? This session will provide not only

the current rules but also thoughts on the new, mandatory policies for 2013-14. There will be ample time for questions and hopefully schools will share insights on how they anticipate these changes will affect their institution and students. 71

(Listed online as Default Management and Credit Underwriting) Understanding Private Education Loan Underwriting Keri Neidig, SLMA What are the most innovative approaches to credit underwriting in these new economic times and how can they benefit your institution? Learn more about credit underwriting so you can help your students and families make the investment in higher education. Topics to be discussed include FICO scores, principles of good credit, and approaches to responsible lending.z

72

NASFAA/ Reauthorization Listening Session Bill Burke, University of Scranton; Linda Anderson, Carnegie Mellon University Join the conversation! NASFAA is conducting “listening sessions’ at state and regional conferences. Mark Lindenmeyer of Loyola University (MD) is a member of the NASFAA Reauthorization Committee will be joining us at this session to hear what you have to say about financial aid regulations and the upcoming reauthorization.

2:00 – 3:30 73

GENERAL SESSION Federal Update Representative from US Department of Education