Ohio Association of Student Financial Aid Administrators 2016 Spring Conference May 4-6

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Welcome from the OASFAA President Dear OASFAA Colleagues, The Spring 2016 OASFAA Conference is titled, “It ALL starts with us: Access.Opportunity.Success.” I truly believe that what we do every day helps all students with Access, Opportunity, and Success. We offer access to assistance, we give opportunity for too many things to list, and the best is we get to see students succeed! I encourage all of you to participate in the spring conference and in the organization as a whole to not only offer all of these things to yourself, but also your offices, institutions, and students. We start the process of education for so many students, and what a privilege it is. We are back to having three days of sessions again. We are also back in the regions again, and I am so excited about being up north in Aurora at The Bertram. I am very happy to announce that for the first time we will be offering a NASFAA Credential class as a preconference workshop on Wednesday morning. In addition to that, we will have our state update with the Ohio Dept of Higher Education and the federal update with an U.S. Department of Education representative. Justin Dreager from NASFAA will be with us himself on Thursday, and we have a MASFAA representative as well. This is all very exciting. We have many session offerings for you that will enhance your ability to do your jobs well and still be able to have fun! There will be awards and the passing of the gavel to our new president. I can’t wait to spend the evening with you for our entertainment. It will be so much fun! I realize that a Wine and Canvas event might be new to a lot of you; it will be very enjoyable and trust me it is fun for the gentlemen too. I hope everyone participates, we will have so much fun, and you will have a picture to take home with you. I am excited to share with you what OASFAA has accomplished as an organization this year. As this year comes to a close as president, I am so glad I had this opportunity, it has been truly amazing. Thank you to all of you for believing in me and supporting me on this path. I would encourage all of you to get involved in OASFAA however you can! Go for a position that even makes you a little nervous and you might surprise yourself at what you are capable of. Most Sincerely,

Amanda Reisinger Zane State College 2015-2016 OASFAA President 3

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2015-16 Executive Committee President - Amanda Reisinger, Zane State College President-Elect - Faith Phillips, Central Ohio Technical College/Ohio State Newark Past-President - Angela Johnson, Cuyahoga Community College –Cleveland Vice President for Conferences - Lea Mederer, Franklin University Vice President for Training - Jayme Jarrett, Ohio Northern University Secretary - Matt Moore, Sinclair Community College Treasurer - Ed Recker, University of Findlay Treasurer-Elect - Carolyn McCluskey , Baldwin Wallace University Northeast Regional Representative - Renee Lamp, Cuyahoga Community College—Parma Northwest Regional Representative - Gail Houtz, Bowling Green State University Southeast Regional Representative - Erin Glass, Franklin University Southwest Regional Representative– Erica Henry, University of Cincinnati

Executive Committee Chairs Associate Member Relations - Jennifer Kessler, Ursuline College; Mary Lynn Perri, Ursuline College Association Governance & Planning - Betsy Johnson, Owens Community College; Cheryl Willard, Baldwin Wallace University College Goal Sunday - Amanda Haire, Central Ohio Technical College/Ohio State Newark; Carrie Short, University of Akron Communications - Trueshonda Carmicle, The Ohio State University Conference Entertainment - Greg Carlo, Thrivent Financial; Michael Jones, Citizens Bank Conference Program - Kim Jeffers, PNC Bank Conference Registration - Ericka Walker-Smith, Baldwin Wallace University Conference Site - Stephanie Goller, University of Toledo; Scott Lauffer, Lake Erie College Diversity - Trueshonda Carmicle, The Ohio State University; James McDougal, KEMBA Financial Credit Union Federal Issues - John Brown, Great Lakes Educational Loan Services, Inc.; Linda Hayes, Good Samaritan College of Nursing Finance - Faith Phillips, Central Ohio Technical College/Ohio State Newark Leadership - Kristy Gardner, The Ohio State University; Kristina Call, Kent State University—Ashtabula Need Analysis - Stacey Black, Cuyahoga Community College, Nancy Issa, Case Western Reserve University Membership/New Member Mentor - Donna McCullough, Bryant & Stratton College; Dee Logan-Cosme, Cuyahoga Community College, Cleveland Nominations - Faith Phillips, Central Ohio Technical College/Ohio State Newark Outreach - Jeff Johnston, Sallie Mae; Cody McMillen, University of Dayton; Lindsay Walton, University of Mount Union Professional Development - Alicia Frey, Belmont Technical College; Randy Ulses, University of Cincinnati Research - Sam Selvage, Urbana University State Issues - Kim Jenerette, Cedarville University; Venus Puliafico, Case Western Reserve University Support Professionals - Stacy Bernard, Zane State College; Christine West, Everest Institute

Executive Board Liaisons Ohio Department of Higher Education -Tamika Braswell Ohio College Access Network - MorraLee Keller

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Conference Planning Committee Kirby Adams, Sinclair Community College David Bowman, Great Lakes Educational Loan Services, Inc Amber Brady, Ohio Department of Higher Education Tamika Braswell, Ohio Department of Higher Education John Brown, Great Lakes Educational Loan Services, Inc Mary Cannon, Hondros College Greg Carlo, Thrivent Financial Trueshonda Carmicle, The Ohio State University Meghann Fraley, University of Rio Grande Alicia Frey, Belmont College Kristy Gardner, The Ohio State University Stephanie Goller, University of Toledo Regina Harper, Columbus State Community College Linda Hayes, Good Samaritan College of Nursing Emily Haynam-Janero, The Ohio State University Kim Jeffers, PNC Bank Jeff Johnston, Sallie Mae MorraLee Keller, National College Access Network Jennifer Kessler, Ursuline College Sarah Kilbarger, University of Cincinnati Renee Lamp, Cuyahoga Community College Emily Mattison, University of Mount Union Janet Mayfield, Northcoast Medical Academy Christina Napier, Kent State University James McDougal, KEMBA Financial Credit Union Mary Lynn Perri, Ursuline College Faith Phillips, Central Ohio Technical College/Ohio State Newark Amanda Reisinger, Zane State College Heidi Sisson, First Marblehead Corp Randy Ulses, University of Cincinnati Erika Walker-Smith, Baldwin Wallace University

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Past Presidents 2014-15 Angela Johnson, Cuyahoga Community College-Cleveland 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

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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. 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991

James McDougal - KEMBA Financial Credit Union 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

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Future Financial Aid Training MASFAA Conference

NASFAA Conference

October 2-5, 2016 Kansas City, MO

July 10-13, 2016 Washington, DC

FSA TRAINING CONFERENCE For Financial Aid Professionals November 29-December 2, 2016 Atlanta, GA

Check the OASFAA calendar at www.oasfaa.org for additional training opportunities. 12

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. 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997

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1995 1994 1993 1992 1991 1990

Renee Hales -Oberlin College 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 - The 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 GriffinDaugherty, 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 13 Sandy Miller - Ohio University Ruth Murphy - Marietta College

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.

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.

Nametags are required for admittance to conference events. Please be sure to wear your nametag throughout the conference.

If you are a vendor but not exhibiting, please refrain from conducting business in the exhibit area.

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Sponsors and Exhibitors

SPONSORS Conference Sponsor: Great Lakes Educational Loan Services, Inc Presidential Level:

Great Lakes Educational Loan Services, Inc

Gold Level:

MOHELA PNC Bank

Silver Level:

KEMBA Financial Credit Union

EXHIBITORS American Student Assistance (ASA/SALT)

Inceptia KEMBA Financial Credit Union KHEAA MOHELA PNC Bank Thrivent Financial USA Funds Wells Fargo Education Financial Services

Citizens Bank College Advantage Commerce Bank Discover Student Loans Education First Credit Union EdFinancial Services ELM Resources First Marblehead Corporation Great Lakes Educational Loan Services, Inc

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Wednesday, May 4 9am-9:30am

NASFAA CREDENTIALS REGISTRATION –Rotunda

9am-12pm

CONFERENCE REGISTRATION OPEN -Rotunda

9:30am-11:30am

NASFAA CREDENTIALS TRAINING (Requires Preregistration)

Presenters: Lindsay Walton, Assistant Director of Student Financial Services, University of Mount Union; Emily Haynam-Janero, Assistant Director for Compliance and Training, The Ohio State University. Moderator: Amanda Reisinger, Director of Student Financial Aid, Zane State College

Participants will be able to describe the general student eligibility criteria, and how database match results and National Student Loan Data System (NSLDS) information are used to determine and monitor student eligibility. Participants will be able to explain how certain types of courses and educational programs may have an impact on student eligibility. 11am-12pm

EXHIBITS OPEN –Atrium & McKinley Pre-Function Area

12pm-1:30pm

LUNCH -McKinley Grand Ballroom Sponsored by Great Lakes Educational Loan Services, Inc

Opening Session and President’s Welcome MASFAA Update: Thomas Ratliff, MASFAA President-Elect, Associate Vice President for Financial Aid, Indiana Wesleyan University 1:30pm-5pm

REGISTRATION OPEN –Rotunda

1:30pm-5pm

EXHIBITS OPEN –Atrium & McKinley Pre-Function Area

1:40pm-2:30pm

INTEREST SESSIONS

New Member Welcome/Introduction to OASFAA –Garfield A Presenter/Moderator: Faith Phillips, Director, Financial Aid, Central Ohio Technical College/Ohio State University, Newark; Emily Haynam-Janero, Assistant Director Compliance and Training, The Ohio State University

So you are attending your first OASFAA Conference…NOW WHAT? Attend this session to meet some friendly faces as we celebrate your membership and introduce you to OASFAA. This is a great opportunity for you to meet other new members and learn about OASFAA member benefits.

Revamping College Goal Sunday –Grant A Presenter/Moderator: MorraLee Keller, Director of Technical Assistance, National College Access Network Ownership of College Goal Sunday was recently turned over to the National College Access Network (NCAN). NCAN intends to revamp the national efforts to ramp up FAFSA completion across the country. CGS state will need to redesign their FAFSA completion efforts. Come learn what OASFAA's Executive Committee is discussing on continuing these outreach efforts in Ohio. It is not too late to provide input. Attendees will also 16 earn about what the FAFSA Completion efforts are starting to look like at the national level.

Wednesday, May 4 1:40pm-2:30pm

INTEREST SESSIONS

Working with Families to Pay Their "Out of Pocket" Expenses –Grant B Presenter: Greg Carlo, College Relationship Manager, Thrivent Financial Moderator: Stephanie Goller, University of Toledo The experience of trying to finance a college education can be very challenging for families, especially for families that are going through this process for the first time. This session will help you work with families who are motivated to attend your institution, but need help figuring out how to not only make it work, but in many cases understand how it can be affordable. Examining the Financial Challenges of Today's Young Adults –Grant C Presenter: David Snow, Managing Director, Strategic Partnerships, American Student Assistance (ASA) Moderator: Renee Lamp, Cuyahoga Community College

Using recent data, this session provides real-life examples with qualitative stories backed by quantitative research on both the financial and psychological challenges that today's young adults face. Attendees will walk away with a better understanding of how to successfully engage this group to help them set a foundation for future financial success. PPY Implications from an Enrollment Management Perspective –Garfield DC Presenters: T. David Garcia, Senior Associate Vice President for Strategic Enrollment Management, Office of the Provost, Kent State University; Susan Dileno, Vice President for Enrollment Management, Ohio Wesleyan University Moderator: Jeff Johnston, Director, Business Development, Sallie Mae

The White House press release announcing PPY and Early FAFSA stated it would "allow students and families to determine the true cost of attending college - taking available financial aid into account and make more informed decisions." But what does PPY look like from an Enrollment Management perspective at 4 year NFP and Public Universities? Join us as our presenters discuss the implications of PPY and Early FAFSA on the recruitment timeline for 2017-18 and in the years to come. 2:40pm-3:30pm

INTEREST SESSIONS

Retention and Beyond –Garfield A Presenters: Angela Duraine, Financial Aid Representative, University of Mount Union; Emily Mattison, Director of Student Financial Services, University of Mount Union Moderator: Emily Mattison

Retention is the name of the game, right? Too often Financial Aid is only involved in Retention if more money is available to students. Come learn how your Financial Aid Office can make a difference in retaining your students, even if you don't have more money to offer them. Discover how you can "sit at the table" at your institution.

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Wednesday, May 4 2:40pm-3:30pm

INTEREST SESSIONS

One Stop Round Table –Garfield DC Presenter/Moderator: Kristy Gardner, Associate Director, Student Service Center, The Ohio State University

This session will provide conference attendees with an opportunity to chat with colleagues from other one-stops about best practices and challenges or current issues facing one-stops. Anyone is welcome whether your school is thinking about a one-stop, has recently implemented one, or your one-stop has been around for many years. Teaching Financial Literacy to Adult Students: Different Strokes for Different Folks –Grant A Presenter/Moderator: John Brown, Regional Marketing Director, Great Lakes Educational Loan Servicing, Inc

Did you know that there is a gap between how adults perceive their financial knowledge and how they test out? In this session we will be identifying the needs and concerns of adult students and how you can teach or re-teach financial literacy. The ability to provide targeted financial literacy to adult students can lead to their success. It all starts with US! Financial Aid Jeopardy –Grant B Presenters: Greg Carlo, College Relationship Manager, Thrivent Financial; Heidi Sisson, Relationship Manager, First Marblehead Moderator: Greg Carlo

A fun interactive way to test your financial aid knowledge and maybe learn something new! Join us in a game of Financial Aid Jeopardy where you will be split up in teams to see who takes home the win. Categories will include: FAFSA, Verification, Student Loans and more! Verification –Grant C Presenter: Erin Glass, Financial Aid Verification Associate, Franklin University Moderator: Renee Lamp, Cuyahoga Community College

Verification is a big part of packaging students and there are a lot of rules and regulations about how to do it correctly. This session will discuss current verification codes and what is required of the student to satisfy the requirements. Come and find out how other institutions are overcoming Verification obstacles!

3:30pm-4pm

DESSERT BREAK –Hotel Common Area Sponsored by MOHELA

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Wednesday, May 4 4pm-4:50pm

INTEREST SESSIONS

Advising Students Via Phone & Email: Best Practices –Grant A Presenters: Erica Henry, Assistant Director, Financial Aid, University of Cincinnati; Bailey Jordan, Financial Aid Advisor, University of Cincinnati Moderator: Jenn Kessler, Ursuline College

This workshop-style session will focus on ways to optimize communications with students over the phone and through email. We will go over some common obstacles advisors face in these situations, as well as some tips and tools for how to overcome them. Attendees may be called upon to share their own experiences and how they dealt with them. By the end of the session, participants will be equipped with some new, creative ideas and a fresh perspective on how they can help educate and advise students from the comfort of their cubicles. Managing Student Employees Round Table –Grant B Presenter/Moderator: Kristy Gardner, Associate Director, Student Service Center, The Ohio State University

This session will provide conference attendees with an opportunity to chat with colleagues about best practices and challenges associated with managing student workers in the financial aid office. Consumer Information and Disclosure Requirements –Garfield A Presenter: Amy Hagar, Director of Financial Aid, Moberly Area Community College (Missouri Association of Student Financial Aid Personnel {MASFAP}, President Elect) Moderator: Alicia Frey, Belmont College

With more than 60 different topics institutions are required to provide students, where do you begin? Who is responsible on your campus for preparing the information? How and when is the information distributed? The initiative and coordination probably begins within the Financial Aid office, right? Using NASFAA's Self-Study guide, this session will bring all of the consumer information requirements into one place, including required disclosures of institutional information, financial assistance information, campus fire and safety, completion and transfer-out rates, and athletics. We will also discuss disclosures that are commonly cited in program reviews and share tools and resources that are available to help institutions comply. A Panel Discussion on How Three Schools Are Implementing Prior, Prior Year (PPY) -Garfield DC Presenters: Angela Johnson, Executive Director, Enrollment and Financial Aid, Cuyahoga Community College –Cleveland; Vincent Amoroso, Director of Strategic Initiatives, The Ohio State University; Mark Evans, Director, Student Financial Aid, Kent State University Moderator: Stephanie Goller, University of Toledo

So you have undoubtedly heard about Prior, Prior Year (PPY), and the larger implications for students and colleges/universities as changes to the Free Application for Federal Student Aid (FAFSA) go into effect for the 2017-18 academic year. Come join a panel discussion to learn how three institutions have decided to implement PPY for year one, and the associated policy changes that will affect students/families as they navigate the scholarship and financial aid awarding 19 process at each school.

Wednesday, May 4 4pm-4:50pm

INTEREST SESSIONS

Managing Conflict while Providing Customer Service –Grant C Presenter: Dave Bowman, Sr. Marketing Associate, Great Lakes Educational Loan Services, Inc Moderator: John Brown, Regional Marketing Director, Great Lakes Educational Loan Services, Inc

In order to provide access and opportunity that leads to student success, financial aid professionals have to focus on at least tow outcomes. One is being an advocate for the student while the other is adhering to federal, state and institutional rules. In this session we will look at how these two outcomes can create customer service challenges in the financial aid office, managing conflict: shifting reaction to response, review ways to provide customer service using the C.A.R.E.S model and finally walk through a couple of case studies. 5pm-5:30pm

REGIONAL MEETINGS

Northwest: Northeast: Southeast : Southwest :

Grant A Garfield A Grant B Grant C

Dinner and Evening On Your Own

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Thursday, May 5 7:30am-2pm

REGISTRATION OPEN –Rotunda

7:30am-9am

BREAKFAST -McKinley Grand Ballroom

8:30am-9am

OASFAA BUSINESS MEETING -McKinley Grand Ballroom

8am-12pm

EXHIBITS OPEN –Atrium & McKinley Pre-Function Area

9am-9:50am

GENERAL SESSION –McKinley Grand Ballroom Awards Ceremony State Update: Jim Bennett, Vice Chancellor for Finance and Data Management, Ohio Department of Higher Education

10am-10:50pm

INTEREST SESSIONS

HEI Training Session –Garfield DC Presenters: Amber Brady, Program Manager, Ohio Department of Higher Education; Tamika Braswell, Program Manager, Ohio Department of Higher Education; Lisa Reed, Program Manager, Ohio Department of Higher Education Moderator: Tamika Braswell

This session will provide an overview of the state financial aid programs: Nurse Education Assistance Loan Program (NEALP), Ohio College Opportunity Grant (OCOG) and Ohio War Orphans Scholarship (WOS) and will cover the financial aid side of the HEI System (restricted outputs, queries, submitting payment and adjust files and more). Gainful Employment Reporting –Garfield A Presenter: Mary Cannon, Director, Student Financial Services, Hondros College Moderator: Meghann Fraley, University of Rio Grande

Gainful Employment (GE) is a topic of considerable interest to schools. While GE most directly impacts for-profit schools, both public and private non-profit schools are also affected. GE programs are designed to prepare our students for gainful employment in their recognized occupation. This session will focus on the basics of what is required for a successful GE reporting through NSLDS. The Importance of Hiring a Diverse Staff –Grant A Presenter: Lisa Givan, Associate Director, Pre-College Initiatives & Diversity Training , Kent State University Moderator: James McDougal, KEMBA Financial Credit Union

To have a successful institution it is vital that diversity is reflective in the hiring practices of the organization. This session will focus on concrete strategies and a hiring process to mitigate bias and yield an increased diverse pool of candidates. Core topics covered: The importance of diversity in hiring; dispelling myths and understanding bias in the process; understanding search committee roles; diverse recruitment strategies; and, dialogue to share ideas and successful practices. 21

Thursday, May 5 10am-10:50am

INTEREST SESSIONS

Connecting the Dots: P&P Manuals and Compliance –Grant B Presenter: Emily Haynam-Janero, Assistant Director Compliance and Training, The Ohio State University Moderator: Faith Phillips, Central Ohio Technical College/Ohio State University, Newark

Developing a policy and procedures manual is more than just writing down what you do. Often, you have to connect many dots, from reviewing regulations, talking to colleagues and confirming how processes are executed and that they are working like expected. In this presentation, we will walk through some tips for developing a policy and procedures manual that will help ensure compliance with federal regulations. Loan Rehabilitation: A Second Chance for Borrowers –Grant C Presenter/Moderator: John Brown, Regional Marketing Director, Great Lakes Educational Loan Servicing, Inc

Unlike other types of installment loans, borrowers have an option to redeem themselves if they default on their federal loans. During this session we will share what happens when a loan defaults, walk through the nuts and bolts of loan rehabilitation, discuss whether loan rehabilitation is the best option and share ways you can help your defaulted borrowers. Sometimes access and opportunity comes after problems occur but success is still possible. It All Starts with Us! 10:50am-11:20am

BEVERAGE BREAK -Hotel Common Area Sponsored by PNC Bank

11:20am-12:10pm

INTEREST SESSIONS

Third-term OCOG for Community Colleges, Regional Campuses, and other Qualifying Institutions Garfield DC Presenter/Moderator: Tamika Braswell, Program Manager, Ohio Department of Higher Education

For students attending year-round at a public community college, regional branch campus or an institution with an adjusted award amount, statute now states that an OCOG award may be distributed for the third-term of the academic year, once Pell grants have been exhausted for that year. Come hear about the specifications and learn how to request the funds. Using "Big Data" to Prevent Loan Delinquency and Default –Garfield A Presenters: Wes Brothers, Director of Financial Aid, Ohio Christian College; George Covino, Vice President, Default Prevention, USA Funds

The key to a targeted, cost-effective default prevention program is to understand the unique characteristics of your borrowers. Explore how to use data you already have at your disposal to develop profiles of borrowers who default and those who don't. Learn how one institution used these profiles to customize default prevention strategies to effectively deploy limited default prevention resources. 22

Thursday, May 5 11:20am-12:10pm

INTEREST SESSIONS

Navigating the World of Athletic Scholarships –Grant A Presenter: Emily Haynam-Janero, Assistant Director Compliance and Training, The Ohio State University Moderator: Kirby Adams, Sinclair Community College

This session will give a brief overview of the basic regulations that govern awarding athletic scholarships at the NAIA and NCAA Division I, II, III levels. We will discuss the very basic concepts of how athletic scholarships vary from sport to sport, how athletic scholarships are packaged with other financial aid and best practices in communicating with athletic departments, student-athletes and parents. Cultural Competence in Working with Sexual Minority (LGBTQ) Students -Grant B Presenter: Dianne Kerr, PhD, MCHES Professor in Health Education & Promotion, Provost's Faculty Associate for Diversity, Equity and Inclusion, Kent State University Moderator: Christina Napier , Kent State University

This session will present information on sexual minority students, including sexual orientation and gender minorities. Participants will be given guidelines to deal with these students in a compassionate and professional manner. Possible sources of additional funding for LGBTQ college students will be described. Providing access, opportunity and success for LGBTQ college students begins with professional information about these populations

Making the Impossible Choices - Best Practices in Work-Life Balance –Grant C Presenter: Justin Draeger, President and CEO, NASFAA Moderator: Randy Ulses, University of Cincinnati

By making deliberate choices, looking for efficiencies, and knowing which opportunities to pursue or turn down anyone can engage in more fulfilling work at home or in the office. Join our NASFAA President as he discusses principles, tactics and tools to achieve a more balanced year! 12:15pm-1:45pm

GENERAL SESSION –McKinley Grand Ballroom Lunch sponsored by MOHELA NASFAA Update: Justin Draeger, President and CEO, NASFAA

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Thursday, May 5 1:50pm-2:40pm

INTEREST SESSIONS

HB-488 Implementation and the Influence of Military Credit on Satisfactory Academic Progress (150% Rule) -Garfield A Presenter: Jared Shank, Director of Military and Apprenticeship Initiatives, Ohio Department of Higher Education Moderator: Amber Brady, Ohio Department of Higher Education

This presentation will give an overview of the requirements of HB 488 and a history of the implementation process. The increase in the award of academic credit based on military training, experience, and coursework has also influenced Satisfactory Academic Progress, in particular, the 150% rule. This session will examine this issue as well and have an open forum to discuss what options institutions are currently pursuing and if there can be a unified solution. Your Financial Wellness - Let's Talk about getting YOUR house in order…- Grant A Presenter: Colin Bell, Financial Associate, Thrivent Financial Moderator: Greg Carlo, Thrivent Financial

Oftentimes financial aid administrators are tasked with the role of assisting students and families figuring out how to finance a college education. However, it is also important to ensure that our own "Financial House" is in order. We invite you to attend a session on understanding your own personal financial wellness - whether you're ready for retirement, starting a family or even getting ready to send your own kids off to college. This session will help you learn how to assess and explore your financial goals. R2T4's Done Right: Your Opportunity for Success –Grant B Presenter: Ray Kimmel, Associate Bursar, University of Cincinnati Moderator: Dave Bowman, Great Lakes Educational Loan Services, Inc

This session provides an opportunity to focus on how to properly complete an R2T4 with a particular emphasis on withdrawals from modular type classes. The presentation will dig deep in the essential components of the basic earned aid formula of days completed and the days scheduled to attend. Identifying and Assisting Unaccompanied Homeless Youth –Grant C Presenters: Faith Phillips, Director of Financial Aid, Central Ohio Technical College/Ohio State University, Newark; Kim Jeffers, Campus Relations Manager, PNC Bank Moderator: Kirby Adams, Sinclair Community College

More and more schools are seeing an increase in students identifying as "unaccompanied homeless youth." During this session, we will define "unaccompanied and homeless youth," and discuss strategies for identifying and verifying this population. We will conclude with a discussion on the importance of implementing campus-wide programs to assist this population, including the designation of a Single Point of Contact (SPOC). 24

Thursday, May 5 1:50pm-2:40pm

INTEREST SESSIONS

Federal Session: Academic Calendars (Modules) - Garfield DC Presenter: Zack Goodwin, Training Officer, Federal Student Aid, U.S. Department of Education Moderator: Regina Harper, Columbus State Community College All about modules! The ways in which higher education institutions offer academic programs is swiftly changing, to accommodate the needs of an increasingly diverse student population and to improve access to education. In this session we will discuss the types of calendars described in the Title IV regulations and how programs offered in modular or other alternative formats fit into these calendar types. This will promote understanding of how Title IV financial aid may be made available for such programs while continuing to maintain compliance.

2:40pm-3:10pm

DESSERT BREAK –Hotel Common Area Sponsored by KEMBA Financial Credit Union

3:10pm-4pm

INTEREST SESSIONS

Perkins Loan Issues –Garfield DC Presenter: Zack Goodwin, Training Officer, Federal Student Aid, U.S. Department of Education Moderator: Linda Hayes, Good Samaritan College of Nursing Federal Training Officer Zack Goodwin joins OASFAA to share updates on Perkins Loan issues.

Military Education Benefits –Grant A Presenters: Harry Dulick, Educational Liaison Representative, Veteran’s Administration; Mary Cannon, Director, Student Financial Services, Hondros College Moderator: Jeff Johnston, Sallie Mae Students considering deciding between going to college and joining the armed services have many options to sort in both how to pay for college, what financial assistance is available to them if they serve, and the timing of their service versus attending college. Attend this session to skill up on advising students that are considering serving this country as to their options from the Post-9/11 GI Bill, ROTC, and other State and Federal programs available to them.

Consortium Agreements: Providing Access & Opportunity to Increase Student Success –Grant B Presenters: Kirby Adams, Financial Aid Officer, Sinclair Community College; Todd Hampel, Financial Aid Counselor, Franklin University Moderator: Kirby Adams Consortium agreements can increase access to higher education for students and provide greater opportunity for fiscal responsibility while working toward successful degree completion. This session will give an overview of the definition and basic concept of a financial aid consortium agreement. We will demonstrate how two institutions with a consortium agreement have developed and maintained their programs. We will also discuss how the established policy and procedures of these organizations allow students to have the best possible chance of successfully managing courses at two institutions while staying within federal regulations. 25

Thursday, May 5 INTEREST SESSIONS

3:10pm-4pm

College Credit Plus & Financial Aid Implications –Grant C Presenters: Tim Dorsey, Director-Enrollment Management, Cuyahoga Community College; Angela Johnson, Executive Director, Enrollment Operations Student Financial Aid & Scholarships, Cuyahoga Community College –Cleveland Moderator: Angela Johnson

Cuyahoga Community College has the highest number of students enrolled in CCP in Ohio. CCP is certainly a first step in access to higher education. This opportunity is being taken advantage of by thousands of middle and high school students across our state. What are the potential long term implications for students who amass a large number of college credits prior to graduation? What are the potential SAP issues that students may face? How is your college communicating to your current CCP students to make them aware of potential financial aid issues to consider as they accumulate CCP credits? Come share issues, resolutions and strategies being used at your institutions. Required Eligibility Updates to Department of ED (PPA and ECAR) -Garfield A Presenter: Thomas Ratliff, Associate Vice President for Financial Aid, Indiana Wesleyan University, MASFAA 2016-17 President-Elect Moderator: Alicia Frey, Belmont College

They don't need updating very often, but when they do it really matters and it normally all rests on the financial aid leader's shoulders. Come learn the absolute requirements and share some best practices associated with updating your institution's contractual agreements necessary for Title IV aid eligibility: Program Participation Agreement (PPA) and Eligibility and Certification Approval Report (ECAR).

INTEREST SESSIONS

4:10pm-5pm Birds of a Feather

Moderators: Amanda Reisinger, Zane State College, Kristy Gardner, The Ohio State University; Emily Mattison, University of Mount Union; Mary Cannon, Hondros College

Meet with your peers from each sector: 2 and 4 year public, private and proprietary. 2 year public:

Grant C

4 year public:

Grant B

Private:

Garfield A

Proprietary:

Grant A 26

Thursday, May 5 5:30pm-6:30pm

DINNER –McKinley Grand Ballroom Sponsored by Great Lakes Educational Loan Services, Inc

6:30pm-9pm

PRESIDENT’S RECEPTION –Hayes Grand Ballroom Sponsored by PNC Bank

ENTERTAINMENT -Hayes Grand Ballroom Sponsored by MOHELA

Are you interested in having a fun night that is new and exciting? Then come and join us during our canvas painting class on Thursday, March 5 at 7:00 PM in the Hayes Grand Ballroom. Not an artist, no worries, our art instructor will help guide you through step by step instructions on creating your own masterpiece. All supplies needed are included - canvas, paintbrushes, paint, etc. Come learn the basics of acrylic painting while enjoying the company of friends, colleagues, and co-workers.

And be prepared to tap into your inner Picasso! 27

Friday, May 6 7:30am-10:30am

REGISTRATION OPEN –Rotunda

7:30am-8:45am

BREAKFAST –McKinley Grand Ballroom Sponsored by Great Lakes Educational Loan Services, Inc

9am-9:50am INTEREST SESSIONS Federal Session: Unusual Enrollment History –Garfield DC Presenter: Zack Goodwin, Training Officer, Federal Student Aid, U.S. Department of Education Moderator: Mary Cannon, Hondros College

New and seasoned professionals will want to attend this session. Join Zack Goodwin from the U.S. Department of ED in an overview of UEH and the requirements of this regulation. Diversity: The Elephant in the Room –Grant A Presenter: Christina Napier, Student Financial Aid Counselor, Kent State University Moderator: Judith Cunningham, Ohio Tuition Trust Authority

This is an interactive session that examines the various challenges that we all may face on a daily basis. The session is designed to delve into the backgrounds, ideologies, and learned behaviors that shape our existence. The goal of the session is to help to identify and enlighten our current and past thought process and help us to expand our views to transformative institutional change. "It all starts with Us." Engaging Millennials with Money Matters –Grant B Presenter: Julie Esau, Sr. Manager, Strategic Alliances, SALT Moderator: Cheryl Willard, Baldwin Wallace University

As professionals and student/alumni advocates, we often try to put ourselves in student’s shoes. While we have honed our listening and counseling techniques, with a new generation comes new challenges and approaches to life especially when it comes to money matters. This session offers a presentation on some of the financial and psychological challenges that today's young adults face with money matters and offers some actionable engagement opportunities to speak with students about money issues that are most prominent in their lives. Attendees will walk away with a better understanding of the realities and some best practices to successfully engage these students to help them set a foundation for future success. FSA ID Tips and Tricks Panel –Garfield A Presenters: Regina Harper, Financial Aid Advisor, Columbus State Community College; Renee Lamp, SFA Advisor, SFA & Scholarships, Cuyahoga Community College; Carolyn McCluskey, Financial Aid Counselor, Baldwin Wallace College; Lindsay Walton, Assistant Director of Student Financial Services, University of Mount Union Moderator: Emily Haynam-Janero, The Ohio State University

A panel of FSA ID experts will help give attendees the tips and tricks they need to help their students 28 and parents navigate the creation and recovery of FSA ID information.

Friday, May 6 9am-9:50am

INTEREST SESSIONS

Campus/Office Safety and Active Shooter Situations –Grant C Presenters: Michelle Ice, Campus Resource Officer, Aurora Police Department; Chris Reiter, Campus Resource Office, Aurora Police Department Moderator: Dave Bowman, Great Lakes Educational Loan Services

Your personal safety all starts with you. The officers will give basic, workable ideas and skills that you can take back to your home, office, and public life that are current in dealing with active shooter threats. You will be taught the principles of ALICE (Alert, Lockdown, Inform, Counter, Evacuate). This training prepares individuals to handle the threat of an Active Shooter. ALICE teaches individuals to participate in their own survival, while leading others to safety. Though no one can guarantee success in this type of situation, this new set of skills will greatly increase the odds of survival should anyone face this form of disaster. 10am-10:50am

INTEREST SESSIONS

FAFSA Updates and PPY –Garfield DC Presenter: Zack Goodwin, Training Officer, Federal Student Aid, U.S. Department of Education Moderator: Linda Hayes, Good Samaritan College of Nursing

Federal Training Officer, Zack Goodwin joins OASFAA to share FAFSA Updates for 16/17 and PriorPrior Year (PPY). When Life Gets in the Way: Overcoming Barriers to Successful Implementation of Default Prevention Initiatives –Grant A Presenters: Deneene Merchant, Executive Director Financial Aid, Hocking College; George Covino, Vice President Default Prevention, USA Funds Moderator: Angela Henry, USA Funds

We often set out with the best intentions of implementing debt management and default prevention activities only to find that "life gets in the way" in terms of reduced funding, staff changes, new directives and regulations, etc. Following a review of Best Practices, learn from the experience of one school in terms of what has been successful and what keeps falling off of the list. Participants would then engage in a guided discussion on how to overcome obstacles to help your students be successful. UEH: Understanding the Regulation –Grant B Presenters: Dianne Maxfield, Assistant Director, Student Financial Services Hondros College; Mary Cannon, Director, Student Financial Services, Hondros College Moderator: Mary Cannon

Continue the UEH discussion as this session dives into how to administer this regulation. From policy and procedure to best practice, the session will include a look at this requirement from a school's perspective. 29

Friday, May 6 INTEREST SESSIONS

10am-10:50am

Financial Stress: The Overwhelming Impact on Students –Grant C Presenter: Matt Nettleton, Strategic Business Director, Inceptia Moderator: James McDougal, KEMBA Financial Credit Union

Recent studies have shown both those enrolled students and recent grads are under high levels of stress. A number of factors contribute to student stress, but very prominent are those related to student finances. From day-to-day expenditures to the cost of tuition and repayment of loans, students must learn to address these new post-grad realities. Learn about the top five stressors and how you can help to relieve those through financial education on your campus. 11:30am-1:45pm

GENERAL SESSION –McKinley Grand Ballroom Lunch Sponsored by PNC Bank Federal Update: Zack Goodwin, Training Officer, Federal Student Aid, U.S. Department of Education

PASSING OF THE GAVEL AND ADJOURNMENT

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Keynote Speakers Jim Bennett Jim Bennett serves as the Vice Chancellor for Finance and Data Management at the Ohio Department of Higher Education. In this capacity, Bennett oversees all financial activities for the Ohio Department of Higher Education, including the development of operating and capital budget requests, implementation of policies and procedures for State subsidy support of public higher education institutions, financial aid and audit functions, and the collection and reporting of statewide higher education data. Bennett has held prior positions as Senior Higher Education Analyst and most recently as Chief of the Education Section at the Ohio Office of Budget and Management (OBM), where he oversaw budget and policy analysis related to Ohio’s 37 public institutions of higher education and 1,000 K-12 public education entities. During his tenure with the State, Jim has worked extensively on numerous statewide higher education funding consultations and initiatives and he is a former member of the National Association of State Budget Officers’ (NASBO) Higher Education Finance Advisory Board. Bennett holds a Bachelor of Science degree, a Master of Science degree, and a Master’s degree in Public Policy and Management, all received from The Ohio State University.

Thomas Ratliff Thomas Ratliff is our MASFAA President-Elect and serves as the Associate Vice President of Financial Aid at Indiana Wesleyan University. He started working in Financial Aid during the Reagan era and has served at proprietary, public and private colleges ever since. Thomas earned his bachelor’s degree from Ball State University majoring in Legal Administration and obtained his master’s degree from Kennesaw State College with a concentration in Human Resource Management. Thomas has conducted training for the U.S. Department of Education, NASFAA, the College Board, four regional financial aid associations and nine state associations. He has been published in The Student Aid Transcript magazine and quoted in The Chronicle of Higher Education. He has previously served as President of the SWASFAA regional financial aid association and Indiana Student Financial Aid Association (ISFAA). Throughout his career, Thomas has consistently demonstrated his passion for helping students reach their goals in as effective and affordable way possible. He and his wife Sheila have two sons, Josh and Elijah; two dachshunds, Bailey and Besonder; plus a wild Texas lizard who recently stowed away in their car. They enjoy vintage car racing and shows in their two Chevy Corvairs.

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Keynote Speakers Justin Draeger Justin Draeger, is President and CEO of the National Association of Student Financial Aid Administrators. He serves as the primary voice of NASFAA and as the liaison between the association members, the U.S. Congress, federal agencies and the media. Most of Justin's career has been devoted to assisting disadvantaged populations achieve their educational goals and better their communities. Since 2002, Justin has been engaged in either administering, interpreting, communicating, or developing student financial aid policy. His prior experiences include working as a financial aid director, regulatory and policy analyst, and spokesperson. He has held senior positions overseeing government relations, communications, and policy work. Justin is frequently quoted in the press and has appeared on The Today Show on NBC, National Public Radio, APM's Marketplace, Fox Business News, CNBC, and C-SPAN, and is often quoted in national news outlets. Justin currently serves on the boards of directors of Baker College, the Association Mutual Health Insurance Company, and other organizations that promote health and education. He earned his undergraduate from Brigham Young University and his MBA from Baker College. Justin lives in Fairfax, VA with his wife and three children, where he spends his free time shuttling children to various events, playing racquetball, running or swimming.

Zack Goodwin Zack joined the Education Department training team in 2014, after serving for 20 years in higher education administration at graduate schools, liberal arts colleges, and comprehensive universities in the Midwest and New England. Most recently he acted as Harvard University’s Financial Aid Compliance and Training Officer and as the University’s financial aid director for continuing education, leading financial aid programs for undergraduate, graduate, certificate and high school students. Zack received a Bachelor of Arts from Bennington College in Vermont, his Master of Public Administration from the University of Oklahoma, and his Master of Science in kinesiology from the California University of Pennsylvania. In addition to his training experience with ED, he has developed leadership curricula for schools and financial aid professional associations, and works in his free time as a personal fitness trainer.

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