2017 EASFAA CONFERENCE AGENDA Sunday, May 7, 2017

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1 2017 EASFAA CONFERENCE AGENDA Sunday, May 7, :00 am 11:00 am Adirondack A/B Vendor/Sponsor Set up 11:00 am 5:15 pm North Pre function Registration Open 11:00 am 2:00 pm; Adirondack A/B Vendor Area 3:30 pm 5:15 pm Exhibits Open Pre conference Workshop NASFAA Credentials Montpelier B Professional Judgement 10:00 am 1:00 pm Lunch provided 2:00 pm 3:30 pm Adirondack C/D Welcome: Wynette Zuppardi, EASFAA President & Greg Davis, VASFAA President Opening Session: Student Loan Crisis Rhetoric or Reality: A Walk Through The Current Research And Its Implications Presenter: Scott Giles, President & CEO, VSAC Moderator: Wynette Zuppardi, Director of Financial Services, Brown University 3:30 pm 4:00 pm Adirondack A/B Vendor Area Break BEN & JERRY S 4:00 pm 5:15 pm Various Concurrent Sessions Title: A View Into Today s Private Student Loans Presenter: Donna Shelby, Vice President, Citizens Bank Student Lending Moderator: Julie Rehder, Director, Business Development, ELM Resources Title: Getting To The Peak Of Conflict Management Presenter: Susan Kolls, Associate Director, Student Account Services, Northeastern University Moderator: Greg Davis, Director of Financial Aid, Champlain College Adirondack C/D Title: Student Data Sharing A Navigational Guide for Financial Aid Officers Data Sharing 101 Presenter: Rebecca Flake, Senior Manager of Higher Education Services, Cooley, LLP Moderator: Rich Neilsen, Education Loan Program Manager, NHHELCO 5:45 pm 7:30 pm (6:30 Awards Presentation) ECHO Aquarium & Exhibit Hall President s Reception & Annual Awards Presentation Come celebrate EASFAA President Wynette Zuppardi s year! Join us for hors d oeuvres, cash bar, EASFAA awards and conversation with friends and colleagues!

2 Monday, May 8, :30 am 12:45 pm Adirondack A/B Vendor Area Exhibits Open 7:30 am 3:30 pm North Pre function Registration Open 7:30 am 8:15 am Green Mountain Ballroom Hot Buffet Breakfast 8:15 am 9:30 am Various Concurrent Sessions Title: Comparing Income Driven Repayment Plans Presenter: Wynette Zuppardi, Director of Financial Services, Brown University Moderator: Erin Wilborn, Associate Director of Financial Aid, Southern New Hampshire University Title: 5 Simple Steps to Managing Stress in Your Life Presenter: Tami Gilbeaux, Director, Strategic Business, Inceptia Moderator: Anna Clifford, Senior Financial Aid Specialist, Southern New Hampshire University Title: Online Graduate Landscape: Exploring the Impact of Online Education on Graduate/Professional Education Presenter: Melody DeFlorio, Director of Financial Aid, Vermont Law School Moderator: Chris Earnshaw, Director of Business Development, Sallie Mae Title: 8 Big Ideas for Student Retention Presenter: George Covino, Vice President Student Success, Student Connection Moderator: Stacy Schenk, Director of Financial Aid, Mount Aloysius College 9:45 am 11:00 am Adirondack C/D General Session Stay With It: Remaining Aware of Difference & Inclusion in Our Work Keynote Speaker Dr. Shaunna Payne Gold, Associate Director, Assessment & Student Development, University of Maryland Moderator: Sarah Mariner, Associate Director of Financial Aid, John Hopkins University 11:00 am 11:30 am Adirondack A/B Vendor Area Break New England Sunrise 11:30 am 12:45 pm Various Concurrent Sessions Title: 5 Must Haves for Modern Financial Aid Presenter: Mark McGinnis, VP of Business Development, Campus Logic Moderator: Robyn Hughes, School Ombudsman, Navient Title: Stay With It: Applying Diversity Awareness to Your Living Case Study Presenter: Dr. Shaunna Payne Gold, Associate Director, Assessment & Student Development, University of Maryland Moderator: Sarah Mariner, Associate Director of Financial Aid, John Hopkins University Title: So We Have A New President What Grad/Prof Students Can Expect From The New Administration Presenter: Betsy Mayotte, Director of Consumer Outreach and Compliance, American Student Assistance Moderator: Odette Franceskino, Director of Financial Aid, Quinnipiac University School of Law

3 Title: Helicopters, Lawnmowers, and Snowplows Presenter: Susan Kolls, Associate Director, Student Financial Services, Northeastern University Moderator: Joe Jovell, Senior Marketing Associate, Great Lakes 12:45 pm 2:15 pm Green Mountain Ballroom Lunch: King Street Center Presentation and Celebration of George Chin, Dessert in Vendor Area (1:45 2:15) 2:15 pm 3:30 pm Adirondack A/B Vendor Area Exhibits Open 2:15 pm 3:30 pm Various Concurrent Sessions DOE Session: Verification and Conflicting Information Presenter: Pam Gilligan, FSA Training Officer, U.S. Department of Education Moderator: Kerrie Cooper, Director of Financial Aid, SUNY Canton Title: Stay With It: Applying Diversity Awareness to Your Living Case Study (repeat session) Presenter: Dr. Shaunna Payne Gold, Associate Director, Assessment & Student Development, University of Maryland Moderator: Sarah Mariner, Associate Director of Financial Aid, John Hopkins University Title: Creating a Culture of Financial Well Being Presenter: Jennifer Schott, Director, Education Services, AccessLex Institute Moderator: Leslie McSweeney, AVP Campus Relations Manager, PNC Education Lending Title: Your Financial Aid Director What You Don t Know Presenters: David Sheridan, Director of Financial Aid, Columbia University School of International and Public Affairs; Tony Erwin, Associate Vice President of Enrollment Management, Northeastern University; Adrienne Montgomery, Director of Financial Aid, Merrimack College Moderator: Donna Shelby, Vice President Student Lending, Citizens Bank 3:30 pm? Enjoy dinner on your own in Burlington, VT Excursion: Queen City Brewery, Shelburne Vineyard, Food Truck Tuesday, May 9, :45 am 10:00 am Adirondack A/B Vendor Area Exhibits Open 7:45 am 10:00 am North Pre function Registration Open 7:45 am 8:30 am Adirondack A/B Vendor Area Continental Breakfast 8:30 am 9:45 am Various Concurrent Sessions Title: From 108 Questions to a Post Card with Two; What Should the Next Version of the FAFSA Look Like? Presenters: Justin Draeger, President & CEO, NASFAA; Dawn Lowe, Director, Financial Aid Services, Howard Community College; Melanie Storey, Senior Director, Higher Education & Student Aid Policy, College Board; Gail Holt, Dean of Financial Aid, Amherst College Moderator: Jim Anderson, Director of Financial Aid, Montclair State University

4 Title: Payments to Students Tracking and Proper Management Presenters: Marie Johnson, Director of Student Financial Services, University of Vermont; Kimberly Meilleur, Scholarship Administrator, University of Vermont Moderator: Misty Myre, Regional Director, Campus Logic Title: Lost In Translation: The Unspoken Financial Challenges Faced by International Students in the U.S. Presenters: Mike Davis, Chief Technology Officer and Co Founder, MPOWER Financing; Kevin McNamara, Director of University Relations, MPOWER Financing Moderator: Karen Sokol, Assistant Dean for Enrollment Services, Seton Hall University School of Law Title: Rebranding the Financial Aid Office: From Cruel to Cool Presenters: Jennifer Mertz, Financial Aid Director, Lehigh University; Jason Shumaker, Senior Associate Director of Financial Aid, Lehigh University Moderator: Lisa Talbot, Director, Business Development, Sallie Mae 9:45 am 10:15 am Adirondack A/B Vendor Area Break Skinny Dip/Cookies 10:15 am 11:30 am Adirondack C/D General Session: NASFAA Update Presenter: Justin Draeger, President & CEO, NASFAA Moderator: Wynette Zuppardi, Director of Financial Services, Brown University 11:30 am 1:00 pm North Pre function Registration Open 11:30 am 1:00 pm Adirondack A/B Vendor Area Exhibits Open 11:45 am 1:00 pm Various Concurrent Sessions DOE Session: Administering Adds, Drops, and Withdrawals Presenter: Pam Gilligan, FSA Training Officer, U.S. Department of Education Moderator: Nancy Chalker, Vice President Sales and Marketing, ihelp Student Loans Title: Yield and Retention: The Impact of Financial Aid on Student Success and Enrollment Management Presenter: Lisa Blazer, NASFAA National Chair; Senior Associate Vice President for Student Affairs, University of Texas at San Antonio Moderator: Brian Lemma, Associate Director of Financial Aid, Georgetown University Title: Graduate and Professional Concerns Town Hall Discussion Leader: Meredith Schor, Director of Medical School Financial Aid, GWU Medical School Moderator: Darrin Rooker, Director of Financial Aid, New York Chiropractic College Title: The Art of Explanation Presenter: Justin Draeger, President & CEO, NASFAA Moderator: Larry Chambers, Director of Financial Aid, Rochester Institute of Technology 1:00 pm 2:30 pm Green Mountain Ballroom EASFAA Luncheon & Annual Business Meeting Guest Speaker: Lisa Blazer, NASFAA National Chair

5 2:30 pm 5:00 pm Adirondack A/B Vendor Area Exhibits Open 2:30 pm 3:45 pm Various Concurrent Sessions Title: Identity Theft and Fraud Prevention in Higher Education: What Every Financial Aid Office Needs to Know Presenters: Kevin Piotrowski, Assistant Vice President, Student Financial Aid Services, Southern New Hampshire University; Maureen Fagen, Director of Business Development, Sallie Mae Moderator: Donna Stevens, Supervisor Financial Aid Counselor, University of Vermont Title: Student Enrollment Reporting Requirements for Regulatory Agencies Presenters: Marjorie Arrington, Higher Education Services Senior Advisor, Cooley, LLP; Andrea Ford, Director, Financial Aid and Compliance, University of the Potomac Moderator: Dan Dreves, Director of School Partnerships, FATV Title: The Graduate/Professional Financial Education Landscape Presenter: Jennifer Schott, Director, Education Services, AccessLex Institute Moderator: Melaney Wald, School Services Representative, VSAC Title: Lions & Tigers & Bears, Oh My! Managing a Large Scale Financial Aid Office Presenters: Cheryl Storie, Associate Vice President of Financial Aid, University of Maryland University College; Brian Berry, Assistant Vice President of FA Student Services and Outreach, University of Maryland University College; Barbara Miller, Associate Vice President of Financial Aid, Stevenson University Moderator: Alan Shashok, Training & Compliance Coordinator, Student Financial Services, University of Vermont 4:00 pm 5:15 pm Various Concurrent Sessions DOE Session: NSLDS Enrollment Reporting Presenter: Pam Gilligan, FSA Training Officer, U.S. Department of Education Moderator: Kimberly McCurdy, Higher Education Access Partner Allegheny County, PHEAA Title: Developing Successful Student Employees Within Your Financial Aid Office Presenter: Rebecca Bentley, Administrative Manager, Financial Aid Officer, University of Connecticut Moderator: Shannon Gallagher, Associate Director of Financial Aid, Rhode Island School of Design Title: Transitioning Your Students Into Student Loan Repayment Presenter: Robyn Hughes, School Ombudsman, Navient Moderator: Katrina Delgrosso, Director of Financial Aid Solutions, The College Board

6 Title: #GoingSocial: Increasing Awareness of Educational Funding Opportunities Through Social Media Presenters: Paul Aries, Regional Vice President, Nelnet Business Solutions Moderator: Edward Hill, AVP Campus Relations Manager, PNC Education Lending 5:15 pm? Enjoy dinner on your own in Burlington, VT Wednesday, May 10, :00 am 9:30 am Adirondack C/D 9:30 am 11:00 am Adirondack C/D Hot Breakfast & Sector Meetings (8 8:45 am) EASFAA Town Hall/Review of EASFAA Strategic Plan Survey Results/Discussion of NASFAA Thought Force on Realignment (8:45 9:30) General Session: Federal Update Presenter: Jeff Baker, Policy Liaison and Implementation Director, U.S. Department of Education Moderator: Kristi Jovell, Assistant Vice President of Financial Aid and Support Services, Champlain College