AASFAA Spring Conference 2018

Transcription

1 AASFAA Spring Conference 2018 The Golden Age of AASFAA: 50 Years of Service March 27 March 30, 2018 Perdido Beach Resort Orange Beach, AL

2 Welcome from your AASFAA President: Welcome to the Spring 2018 Conference and the 50th Anniversary Celebration of AASFAA! It is the Golden Age of AASFAA and we are back at the beach! The 2018 Spring Conference is packed with valuable topics and training opportunities to assist each of us in our professional endeavors. The Local Arrangements, Program, and Conference Committees, as well as numerous volunteers have worked tirelessly to bring together these remarkable training and networking opportunities to assist each of us as we continue the great service we provide daily to Alabama students. We welcome our guests and presenters who have traveled from various locations to offer exceptional training opportunities and valuable information on how we can better assist our students as well as how to serve and get more involved in AASFAA: David Bartnicki, our favorite federal trainer will conduct four sessions throughout the conference and will close out our conference on Friday with the Ask a Fed session. Dr. Sharon Oliver, SASFAA President, will provide us with updates on SASFAA and the importance of getting involved with your State, Regional and National associations. Stacey Walker, MASFAA President, will be joining us as a part of the SASFAA leadership swap, and provide insight on the bias that can easily occur with Professional Judgement cases. Lissa Powell, NASFAA trainer will be leading the NASFAA U Credentialing Course on the topic of Satisfactory Academic Progress and will also conduct a session on Direct Loans. Kori Smith, Assistant Special Agent with the Dept of Education OIG, will conduct a session on the Migrating Fraud Risk and provide insight on federal investigations of Title IV fraud. Karen McCarthy, NASFAA Director of Policy Analysis will join us to provide an NASFAA update as well as a session on legislative regulations and how they affect you. A special welcome to the Past-Presidents who have returned to help us commensurate this Golden Anniversary. It is through your servant leadership and guidance that AASFAA has continued to make an impact on the financial aid and higher education communities, at the local, regional, and national level. As we celebrate this milestone anniversary of AASFAA, I am reminded of the service and commitment that our association provides to our students beyond our profession, and the importance of servant leadership. Our impact is far-reaching. This year, the Diversity Committee has selected an outstanding organization, Magic Moments, as the charity for our conference which continues to support our love of service to others. Magic Moments, provides nonmedical moments to children ages four-18 with chronic life-threatening illnesses in the State of Alabama. In addition, Magic Moments supports Beyond the Moments, a program which aids terminally ill children and their parents. I challenge everyone to support this great organization. If you have not already purchased a t-shirt, please stop by the registration table and do so to continue the tradition of AAASFA s legacy of charity and servant leadership. It has been a humbling and rewarding experience to serve as your AASFAA President during this past year. It has been a wild ride full of learning, team building, and collaborating, and a year I will not soon forget. A sincere thank you is offered to the AASFAA Executive Board for their unwavering support and encouragement during my tenure. Service is at the core of what we do! Each of you have diligently stepped up to ensure that not only our students are provided an opportunity for a life-changing education, but to guarantee that the association runs with character, grace and dignity in every way. And to the AASFAA membership, as my tenure comes to a close many thanks for all that you do and continue to do in support of the association. Consider getting involved and networking with your colleagues and take advantage of all AASFAA has to offer. It is my desire that every attendee will leave the conference with a rejuvenated spirit to continue to tackle the daily challenges that we face as we strive to continue our legacy of assisting Alabama students. Happy Golden Anniversary AASFAA! With Gratitude Theresa Mays AASFAA President

3 Welcome from your AASFAA President-Elect: AASFAA Friends! Wow! How time flies!! AASFAA is 50! We are so excited to invite everyone back to the beach, Perdido Beach Resort, for our Golden Age of AASFAA Conference. The Conference and Program Committees have worked tirelessly to make our 50th celebration a success. If you see one of these awesome people, give them a pat on the back. We have invited many of our friends and colleagues to come visit us during the 50th celebration night and know that this will be the best AASFAA Spring Conference yet! In addition to our reunion with old friends, this year s conference is packed with important information that you will be able to carry back to your institutions and agencies. This year s SASFAA President, Dr. Sharon Oliver, and MASFAA s President, Stacy Walker, will be joining us. I know I am looking forward to meeting new friends and catching up with the old one is silver and the other is gold.aasfaa 50th gold. When looking back over my years with AASFAA, I have many friends that have become my family. We are all family, helping and understanding each other s struggles and triumphs. Rules and regulations will come and go, but AASFAA will remain the same family. If you are looking for a place to grow in your profession, learn, network, review, laugh, cry and hang your financial aid hat, you have found it right here with AASFAA. Where we are always glad you came. I look forward to continuing to serve each one of you and AASFAA. See you at the Golden Age of AASFAA! Stephanie Miller President-Elect

4 AASFAA Conference Committee Stephanie Miller Conference Chair FA Solutions Audrey White Program Committee Co-Chair Samford University Jennifer Marcus Program Committee Co-Chair Samford University Shannon Cross Committee Member Inceptia Kelly D Eath Committee Member Gadsden State Community College Susan Green Committee Member Troy University Buddy Jackson Committee Member Faulkner University Shauna James Committee Member University of North Alabama Angela Johnson Committee Member Troy University Anessa Kidd Committee Member Wallace State Community College Theresa Mays Committee Member Jefferson State Community College Jennifer Reynolds Committee Member Wallace State Community College Robin Reynolds Committee Member Volunteer Amy Rowell Committee Member Coastal Alabama Community College Steve Smith Committee Member University of West Alabama Tammy Spratlin Committee Member Southern Union Community College Debra Talley Committee Member Birmingham Southern College

5 Perdido Beach Resort Meeting Space Beach Level

6 Perdido Beach Resort Meeting Space Lobby Level

7 AASFAA Receptions & Meals Spring Conference Menu (Items subject to change) Tuesday: Credentialing Course Attendees Lunch: On Your Own Executive Board Dinner: Immediately Following the Board Meeting Wednesday: Coffee service will be available in Grand Reef Lunch: Spinach, Bacon and Tomato Salad with dressing, House-Made Shredded Coleslaw, Grilled Chicken, Cajun Baked Catfish, Garlic Mashed Potatoes, Buttermilk Biscuits, Cornbread, Dessert Dinner: Networking on your own Thursday: Breakfast: Sliced Fruit, Scrambled Eggs, Bacon, Sausage Links, Breakfast Potatoes, Buttermilk Biscuits, Fruit Juice, Coffee, Milk, and assorted Hot Teas Lunch: Chicken Fingers, Baked Beans, Potato Salad, House-Made Rolls, Dessert President s Reception & 50th Anniversary Celebration Dinner: House Green Salad with dressing, Steamed Shrimp, Chicken Pasta Alfredo, Cajun Spiced Red Snapper, Slow Roasted Sirloin Beef, Rice Pilaf, Herb Roasted Red Skinned Potatoes, Roasted Seasonal Vegetables, Fresh Baked Breads, Dessert Friday: Breakfast: Fruit, Breakfast Cereals with Bananas and Milk, Scrambled eggs, French Toast with Berries and Maple Syrup, Bacon, Sausage Patties, Breakfast Potatoes, Cheddar Cheese Grits, Buttermilk Biscuits with Sawmill Gravy, Fruit Juices, Coffee, Milk, and assorted Hot Teas

8 Conference Charity Magic Moments AASFAA will be selling t-shirts at this year s conference. Proceeds from t-shirt sales will benefit Magic Moments. Donations to support Magic Moments may also be made on-site during the conference. Sandy Naramore, Executive Director of Magic Moments, will be our guest speaker Wednesday during the Opening Session. Mission Statement: It is our mission to grant non-medical moments to children ages 4-18 with chronic life-threatening illnesses in the state of Alabama as well as continue a relationship Beyond the Moment. History: Magic Moments was founded in 1984 with the sole purpose of providing happiness to children throughout the state of Alabama who are diagnosed with chronic life-threatening illnesses. As Birmingham mother Shelley Clark was spending time in and out of Children s Hospital (now Children s of Alabama), she saw a television program about a chronically ill boy who wanted to ride on a fire truck. The story of his community s endeavor to fulfill his request, right down to the firemen entering his hospital room window via a hook and ladder truck, inspired her to offer hope and joy to local children with life-threatening illnesses by turning their dreams into realities. Shelley shared her idea with her daughter s pediatrician, who put her in touch with L.E. Patton, play therapist at Children s Hospital. Coincidentally, at about the same time, fellow Birmingham mother Buffie Marks, who volunteered in play therapy at Children s, had a similar idea after having seen a national broadcast about a wish granting organization. L.E. suggested Shelley and Buffie collaborate. Soon, with the blessings of hospital administration and a $500 grant from the Junior League of Birmingham, Magic Moments was born. To date Magic Moments has provided over 4,600 magic moments for children in all 67 counties of Alabama. Not only does Magic Moments provide children with non-medical opportunities such as a family trip to Disney World, meeting a celebrity of choice, or going on a shopping spree, we provide on-going events to enhance the relationships between our staff and families as well as relationships with other families. In 1997 we extended out programs to include Family Camp held each Memorial Day weekend at Children s Harbor on Lake Martin, which accommodates the medical needs of the children we serve. Family Camp provides time for families to relax and spend time together for three days in a stress-free environment as well as rekindle relationships with other families and make new friendships. Camp is offered free of charge to our families and accommodates approximately 70 children and their family members. In 2013 the Family Camp concept was expanded further and we began providing year-round, ongoing support for our families. These opportunities, known as Beyond the Moments, include activities such as family nights at regional ballparks, Valentine s Day ice skating parties, and breakfast with Santa. Beyond the Moment opportunities are offered to families at no expense. Magic Moments has five full-time and one part-time staff member. We operate under a 24-member Board of Directors and are supported by a 23-member Advisory Council as well as Councils in Montgomery and Mobile. We pride ourselves in being the only wish granting organization dedicated solely to the children of Alabama.

9 David Bartnicki Title IV Training Officer Our FED Thursday, March 29th and Friday, March 30th David has worked for the U.S. Department of Education s Federal Student Aid Office for almost 24 years. He has served as an Institutional Review Specialist, Institutional Improvement Specialist (IIS), Branch Chief for Contract Compliance and is currently a Federal Training Officer. David s entire government career has been in the Atlanta Regional Office where he currently works directly with over 1,100 postsecondary schools in the Southeast Region. As a training officer, David provides training and technical assistance on a wide variety of federal student aid topics to schools, state agencies, accreditation bodies and higher education organizations through a variety of state, regional, national and Department venues. While in FSA, David has helped redesign the FSA Assessment Modules, developed the popular Ask A FED booth at the annual FSA Conferences, and developed the Department s compliance review process for ED s private collection agencies. David serves on the Conference Delivery Team, FSA Training Conference Steering Committee, and the National Verification Team. In addition, David has received numerous financial aid awards including the 2016 GASFAA (GA) Service Award, the 2014 Certificate of Recognition from the State of Alabama Governor Bentley s Office; 2013 FSA Award for Most Innovative Team, 2013 FASFAA Distinguished Service Award (FL), 2013 TASFAA Distinguished Service Award (TN), the 2012 SASFAA Distinguished Service Award (Southern Regional), the 2012 AASFAA John H. Buchanan Distinguished Service Award (AL), 2012 MASFAA Special Recognition Award (MS), the 2011 Kentucky Admiral Award, 2010 FSA Award for Best Mission Results, the 2005 Florida Public Career Technical Center s Merit Award, the 2003 SCASFAA Distinguished Service Award (SC), the 2003 AASFAA Award of Merit (AL) and the 2001 NCASFAA Award of Merit (NC). When not working, David enjoys spending time with his wife, Christy, and sons Luke (18), Adam (17), and Ethan (13).

10 Sharon Oliver SASFAA President AASFAA Breakfast Speaker Thursday, March 29th I have experienced a rewarding career in financial aid for more than twenty-five years. I find the work I do in my current position extremely gratifying because I am often afforded an opportunity to empathize with families from diverse economic backgrounds and to encourage them to make their dreams a reality. I currently serve as the Assistant Vice Chancellor for Scholarships and Student Aid at North Carolina Central University. I have served in various capacities at the postsecondary level including Chief Accountant, Bursar, and Enrollment Manager. Therefore, I fully understand the role financial aid plays in meeting fiscal responsibilities of private as well as public institutions. dynamic Executive Board. I am actively involved in the national, state, and regional financial aid professional associations. I have grown tremendously in the financial aid profession while serving as SAFAA s President. Beyond networking with members from nine states, I have had the privilege of building relations with five regional Presidents, NASFAA staff, and other key officials. It has been an honor and a privilege to lead SASFAA for with the support of a Of the many rewarding volunteer experiences that I have had, serving as the SASFAA Leadership Symposium Chairperson, has been quite rewarding. In this capacity, I played an integral role with the development of future leaders who are serving and supporting the state and regional associations as officers, committee chairpersons, committee members and volunteers. My personal interest includes volunteering within the community to ensure that families are aware of funding for college. It is indeed a privilege and an honor for me to have an opportunity to work with young people to provide assistance for making their dreams become a reality. My career has been punctuated with a series of rewarding growth experiences. One of my most rewarding work experiences has been working in the financial aid office and helping families through tough financial situations. I am often asked, How can I provide the high level of support and services to difficult families and students? My response is simple: because I care. I care to listen, I care to understand, I care to help and I care to provide solutions. I care because I have walked in the shoes of many of the students and families that we serve, so I fully understand the challenges and frustration. I strongly believe in Mahatma Gandhi's quote about serving and caring for others: The best way to find yourself is to lose yourself in the service of others.

11 Stacy Walker MASFAA President Break-Out Session Presenter Thursday, March 29th Stacy Walker is the Associate Director of Financial Aid at the University of Mississippi Medical Center since Stacy has been a member of MASFAA since 2009 and she has served the board as Vendor/Sponsor chair for 2 years, Electronic Services Chair and High School Relations, President-Elect and President for the current year. Stacy also sits on SASFAA s Executive Board as MS State President and was the Global Dimensions chair for the past 2 years. Stacy earned her M.B.A. in Accounting and B.S.B.A. both from Mississippi College and is currently pursuing her Doctorate Degree in Higher Education Leadership from The University of Mississippi, where she plans to graduate this year. She currently holds 15 credentials through the NASFAA U program, where she is on the NASFAA U Honor Roll. Stacy has also taught several NASFAA U courses to members of MASFAA and serves as a NASFAA U Instructor with NASFAA. Stacy also earned her certification as a Certified Personal Financial Manager (CPFM) through Inceptia s Personal Financial Management Certification program. Her educational background, coupled with her CPFM Certification has armed her with the knowledge necessary to speak with students struggling financially and guide them towards educational and financial success. Her primary objective is ensuring students are successful in their studies and not burdened by their financial needs.

12 Karen McCarthy NASFAA General Session and Break-Out Session Presenter Wednesday March 28th Karen is the Director of Policy Analysis at NASFAA. She began her career in student aid working in the financial aid offices at several large, 4-year institutions, including Boston University, Miami University of Ohio, and The Ohio State University. She serves on the Department of Education s FAFSA Advisory Group and has served as NASFAA s representative at negotiating rulemaking sessions, both as a resource for school-based negotiators and as a negotiator herself. She has worked with various NASFAA task forces including Reauthorization, Campusbased Allocation Formula, Public Service Loan Forgiveness, Graduate and Professional Issues, FAFSA Simplification, One Grant One Loan, and R2T4. A native of Massachusetts, she earned a bachelor s degree from Cornell University and a master s degree from The Ohio State University. NASFAA Credentialing Courses and Break-Out Session Presenter Lissa Powell NASFAA Tuesday, March 27th and Wednesday, March 28th Lissa Powell is a Content Development and Presentation Specialist with NASFAA s Training and Regulatory Assistance Division. She has more than 20 years of experience in financial aid including serving as the Director of Financial Aid at Samford University and the Associate Director of Financial Aid at the University of Alabama at Birmingham. Lissa has worked for 7 years as a Regional Training Executive at USA Funds. She holds a Master's Degree in Education from Samford University and lives in Birmingham, Alabama with her husband Jay.

13 Break-Out Session Presenters Wednesday, March 28th Michelle Saigh Director of Product Management, Student Financial Services Ellucian Michelle Saigh is a second-generation financial aid professional who has worked in the financial aid profession since She has worked at a 4-year public, a 4-year private and for the past eight years with Federal Student Aid, as the Deputy Director of Program Management Services. Michelle attended Western Michigan University where she earned her Bachelor of Arts in English and History and her Masters in Higher Education Administration. Michelle Taylor Senior Product Owner, Colleague Ellucian Michelle has worked at Ellucian for over 16 years. She began her career at the company working in Action Line in the Financial Aid and Accounts Receivable area. After 8 years, she moved over to the Financial Aid development team as the Senior Business Analyst and is currently the Senior Product Owner for Colleague Financial Aid. Michelle is married to her husband Jeff (17 years) and has 3 kids: Michael (15), Stephanie (12) and Victoria (11). Vickie Pridemore Implementation Specialist Alliant Vickie is a graduate of Mobile College ( ) and Patrick Henry Junior College (1976). She serves as implementation specialist and trainer for Alliant Data Systems, Inc. with 20 years experience. Has worked for Alliant Data Systems since June Performs client implementation and training of all business and student service modules with Alliant Data Systems, Inc. Provides professional development and consults for best practices training as an on-demand service to clients. Vickie is instrumental in developing business rules, testing, and deployment of software enhancements to clients. Vickie has implemented software conversions and trained clients for 20 years. These projects include 19 system conversions, and numerous training projects. She was the primary trainer on all system conversions and implementation projects. Kori Smith Department of Education, Office of Inspector General Assistant Special Agent in Charge (ASAC) Kori Smith has been with the U.S. Department of Education, Office of Inspector General (ED/OIG) since January ASAC Smith is a graduate of Grambling State University, where he received his bachelor s degree in criminal justice and master s degree in public administration. As a senior agent with the northern (Chicago, IL) and southern (Dallas, TX) regions of ED/OIG, ASAC Smith yielded positive results from working a variety of complex Title IV investigations, as well as other non-title IV related investigations. Throughout his investigative career, ASAC Smith has developed and established great working relationships with many financial aid offices and has been a direct source of communication for various financial aid administrators when suspicions of fraud or fraud occurred..

14 CONFERENCE AGENDA Alabama Association of Student Financial Aid Administrators The Golden Age of AASFAA: 50 Years of Service March 27 30, 2018 Perdido Beach Resort Orange Beach, Alabama Tuesday, March 27 9:00 10:30 Registration open Grand Reef 10:00 4:45 NASFAA U Credentialing Courses SAP Part I (10:00 12:30) Sand Castle I/II Provides an overview of satisfactory academic progress (SAP) concepts and guides the learner through evaluating SAP, appeals, and additional policy considerations. Quick quizzes, learning activities, and reflection questions help reinforce content and help individuals understand SAP. Completion qualifies individuals to take the NASFAA University credential exam on satisfactory academic progress. This session will cover foundational concepts of satisfactory academic progress; including consumer information requirements, SAP evaluations, quantitative and qualitative standards and the consequences a student may encounter if they do not meet institutional SAP requirements. SAP Part II (2:00 4:45) Sand Castle I/II Continuation of SAP concepts discussion, including school options related to SAP appeals, financial aid probationary period, academic plans, circumstances and conditions under which a student may appeal a SAP determination, the elements which must be included in a student s SAP appeal, regaining eligibility, and other required elements that must be included in an institutions SAP policy. Presenter: Lissa Powell, NASFAA *Pre-registration required *Lunch on your own 1:00 3:30 Registration open Grand Reef 2:00 6:00 Exhibitor Setup Grand Reef 4:45 6:30 Executive Board Meeting Sand Dollar Theresa Mays, AASFAA President, Presiding Dinner immediately following at Tacky Jack s Wednesday, March 28 7:30 11:30 Registration open Grand Reef 8:00 9:30 Coffee Service Grand Reef 8:30 11:45 Exhibit area open Grand Reef

15 Wednesday, March 28 (continued) 8:00 11:45 New Aid Officer Workshop Sand Castle I/II Topics: FAFSA Dependency Determination Am I Dependent or Independent? How did they calculate that Expected Family Contribution (EFC)? Presenters: Shauna James - University of North Alabama Amy Rowell, Coastal Alabama Community College *Pre-registration required Concurrent Sessions 9:30 10:30 Ellucian/Banner Night Reef Join us as a representative from Ellucian discusses system updates for Year Round Pell and Banner 9. Presenter: Michelle Saigh, Ellucian Moderators: Becky Graves, Wallace State Community College Kelly D Eath, Gadsden State Community College 9:30 10:30 Ellucian/Colleague Paradise Reef Join us as a representative from Ellucian discusses system updates and best practices. Presenter: Michelle Taylor, Ellucian Moderators: Steve Smith, University of West Alabama 9:30 10:30 Alliant User Groups Grand Reef Join us as a representative from Alliant Data Systems discusses system updates and best practices. Presenters: Vickie Pridemore, Alliant Data Systems, Inc. Moderator: Libya Hunter, Coastal Alabama Community College Concurrent Sessions 10:45 11:45 Direct Loan FAQ Grand Reef What is the loan period and academic year in a standard term program with modules? When prorating a Direct Loan, can we include hours in a term for a student enrolled less than half time? If a student regains SAP eligibility mid-year, can we award a Direct Loan for the entire academic year? How do we determine loan eligibility for a transfer student when the schools treat the summer term differently? When a student repays a Direct Loan within the same academic year, can a new loan be originated? Test your knowledge on key aspects of the Direct Loan program! Join us to explore some of the most frequently asked questions related to packaging, originating, and disbursing Federal Direct Loans received by our NASFAA AskRegs service. Presenter: Lissa Powell, NASFAA Moderator: Shannon Cross, Inceptia 10:45 11:45 Raising Alabama s College-Going Rate with ACHE s New Paradise Reef FAFSA Completion Portal This presentation will highlight the startling statistics that were the impetus for Alabama s FAFSA Completion Project and will introduce participants to ACHE s new FAFSA Completion Portal, an online tool that can be used to identify exactly which students have and have not submitted the FAFSA, which students are struggling to complete the process, what errors are holding up a student s application, and which students have been selected for verification. Presenters: Ron Leonard, ACHE Dr. Vicky Ohlson, Alabama Community College System Kristina Scott, Alabama Possible Moderator: Sonja McMullen, Sallie Mae

16 Wednesday, March 28 (continued) 10:45 11:45 Legs, Regs, and You Sand Dollar Wondering about the different between legislation and regulation? How are each made, governed, and enforced? How do they impact the day-to-day work you do as a financial aid administrator? This session will provide a 101 on development and implementation of legislation and regulation, and how it pertains to you and your role!. Presenter: Karen McCarthy, NASFAA Moderator: Theresa Mays, Jefferson State Community College 10:45 11:45 Mitigating Fraud Risk Night Reef The Office of Inspector General (OIG) at the U.S. Department of Education (ED) conducts audits, investigations, and inspections of educational programs and operations. The OIG has criminal investigators nationwide who conduct investigations of fraudulent schemes targeting ED funds and/or programs. This presentation will provide each participant with information regarding ED/OIG investigations of individuals and organizations that have defrauded the Title IV programs through various schemes. Presenter: Kori Smith, U.S. Department of Education, Office of Inspector General Moderator: Clark Aldridge, KHEAA 12:00 1:00 Exhibitor & New Aid Officer Appreciation Luncheon Grand Reef Theresa Mays, AASFAA President, Presiding Open to All Attendees 1:00 2:30 Opening Session Grand Reef Introduction of Charity Sandy Naramore, Executive Director of Magic Moments Business Meeting Theresa Mays, AASFAA President, Presiding Presentation of the Colors American Legion Post 44 of Gulf Shores National Anthem Gabrielle Corlett, Zoie Sweeney, Avery Mass Coastal Alabama Community College AASFAA Appreciation Awards and Reports 2:30 3:30 Registration Open Grand Reef 2:30 3:30 Exhibit Area Open Grand Reef General Session 3:30 5:00 Reauthorization Update Grand Reef This session will provide updates on progress toward reauthorization of the Higher Education Act, including recent bills introduced by the House and Senate. An overview will also be provided on NASFAA s reauthorization recommendations stemming from the work of various task forces. Presenter: Karen McCarthy, NASFAA Moderator: Theresa Mays, Jefferson State Community College 5:00-6:00 S more Networking Grand Reef Come join us for a 's'more' building network session with our exhibitors Dinner Networking on Your Own Thursday, March 29 7:15 10:00 Registration open Grand Reef

17 Thursday, March 29 (continued) 7:30 8:15 Breakfast Grand Reef Theresa Mays, AASFAA President, Presiding 8:15 8:30 Speaker: Sharon Oliver, SAFSAA President Getting Involved with SASFAA 8:30 11:30 Exhibit area open Grand Reef General Session 9:00 10:30 Year Round Pell Grand Reef Come and hear an overview of the new provisions governing year-round Federal Pell Grants. This session will include new statutory provisions, examples of calculations, related COD system updates, and answers to frequently asked questions. Presenter: David Bartnicki, U.S. Department of Education Moderator: Theresa Mays, Jefferson State Community College 10:00 Voting Closes for Elections Concurrent Sessions 10:45 11:45 Modules and TIV-Advances Concepts Grand Reef This session will assume that attendees are knowledgeable about the basics of modules and their impact on Title IV. This session will explore modules at a more advanced level. We will focus on academic calendars that utilize standard terms which contain modules. This session will also discuss disbursing and reporting in a module environment. Presenter: David Bartnicki, U.S. Department of Education Moderator: Nikki Bradbury, University of Montevallo 10:45 11:45 Multi-Generational Messages Generations Y - Z Paradise Reef These generations have a tremendous influence over norms, expectations and behavior. This session will highlight the financial and buying habits and expectations of these generations and will review some recommendations for engaging them. Presenter: Sonja McMullen, Sallie Mae Moderator: Cassandra Hollins, Lawson State Community College 10:45 11:45 ANGEAP or No ANGEAP.That is the Question Night Reef Discussing the factors determining students financial eligibility to receive ANGEAP. Presenter: Cheryl Newton, ACHE Moderator: Taylor Hilyer, Alabama Community College System 10:45 11:45 Examining our Unconscious Bias and how it could affect Sand Dollar Professional Judgement Outcomes Want to become more aware of your unconscious bias & perceptual filters in order to minimize the impact on Professional Judgements you perform? Come listen in and learn how to keep those bias in check! Presenter: Stacy Walker, MASFAA President Moderator: Buddy Jackson, Faulkner University 12:00 2:00 Association Award Luncheon Grand Reef Theresa Mays, AASFAA President, Presiding 2:00 3:00 Exhibit Area Open Grand Reef

18 Thursday, March 29 (continued) 3:00 Game Cards Due *For everyone participating in the game for prizes, Shannon Cross will need all game cards turned in to her by 3:00pm today. Winners will be drawn tonight at the AASFAA 50 th Anniversary Party. Good Luck! Concurrent Sessions 2:15 3:15 Two Year College Concerns Discussion Grand Reef Join your colleagues for discussion of current issues affecting Alabama s two-year institutions. Moderator: Amanda Childress, Snead State Community College 2:15 3:15 Four Year College Concerns Discussion Night Reef Join your colleagues for discussion of current issues affecting Alabama s four-year institutions. Moderator: Lane Smith, Samford University 2:15 3:15 Proprietary College Concerns Discussion Paradise Reef Join your colleagues for discussion of current issues affecting Alabama s proprietary institutions. Moderator: Audrey White, Samford University 3:00 Exhibitor area break-down General Session 3:30 5:00 Federal Update Grand Reef This session contains the latest U.S. Department of Education guidance surrounding the administration of the Title IV programs. Topics include Perkins, Data Security, GE, and FAFSA updates, along with new regulations, dear colleague letters, training and other recent policy guidance. If you want to ensure your school is up-to-date with all things Title IV, then this session is for you. Presenter: David Bartnicki, U.S. Department of Education Moderator: Theresa Mays, Jefferson State Community College 6:00 7:15 President s Reception Beach Deck *Attire is Party Casual 7:15 10:00 50th Anniversary Celebration Dinner Beach Deck *If weather is not permitting, dinner will be moved to Salon ABCD *Attire is Party Casual Friday, March 30 School Spirit Day 7:45 8:30 Breakfast Grand Reef *Election results announcement General Session 8:45 10:00 Ask a Fed Q & A with David Bartnicki Grand Reef Join Dave for a wrap-up of the conference with this opportunity to ask any questions that have arisen during our time in Orange Beach. Anything goes in this brainstorming session with your colleagues. Presenter: David Bartnicki, U.S. Department of Education Moderator: Theresa Mays, Jefferson State Community College 10:00 Adjourn

19 Conference Reminders and Information Acknowledgements AASFAA and President Theresa Mays would like to acknowledge the conference committee for their many contributions to the 2018 spring conference. The names of the conference committee members can be found at the beginning of this program. Charity Magic Moments AASFAA will be sponsoring a charity this year, Magic Moments. Please remember to make your donations at the charity table. Computer Lab Free Wi-Fi is available in conference meeting spaces and guest rooms. The Wi-Fi password is: 3v3nts2017. If you do not have a computer and need to cast your vote for AASFAA s elected officers, please see Past-President, Kelly D eath. Concurrent Sessions We are excited about the number and quality of concurrent sessions being offered; although we realize that you will not be able to attend all of the sessions that are of interest to you. With this in mind, we hope you will be able to download handouts from most of the sessions from the AASFAA website. Conference Attire Dress for the conference is business casual. Thursday night is our 50th Banquet! Please wear party casual to celebrate our 50 years of service. Friday is School Spirit Day, so wear your school colors or show your support for our charity by wearing your AASFAA t-shirt. Conference Headquarters AASFAA does not have a formally designated conference headquarters. However, if you have issues or needs, you may go to the AASFAA registration desk in Grand Reef. You may also contact any member of the conference committee for assistance. A list of conference committee members can be found at the beginning of this program. Elections AASFAA elections are an important responsibility of AASFAA members. Please exercise your membership privilege and select the leadership of your association by voting. All paid AASFAA members can participate in voting, including exhibitors. Your AASFAA username and password are required to vote. All voting must be completed online. AASFAA will not have a voting booth on site. Although institutional and individual AASFAA memberships are available, votes are cast on an individual basis. All paid members, whether part of an institutional or individual membership, will have an opportunity to cast their vote. Members can vote at the following link: If you have forgotten your username or password, you can retrieve it at Evaluations Session evaluations will be distributed to attendees at the beginning of each session. Please return completed evaluations to the moderator when the session has ended. Emergencies Emergencies should be reported to the AASFAA registration desk or to the hotel front desk. Exhibits Our exhibitors provide a broad array of services in support of the financial aid community. We encourage you to visit the exhibitor area and explore the variety of products and services available to AASFAA members. The continued support of our exhibitors is essential to AASFAA as it helps to provide the funding necessary for the events, speakers, and training services that AASFAA provides to its membership each year. Please express your gratitude to our exhibitors for their continued support for our association by visiting with them in the vendor area. Meal Tickets Your conference name badge is your meal ticket unless you are not a full conference attendee. Recording Devices/Cell Phones Sessions are not to be recorded without the permission of the presenter(s). As a courtesy to our speakers, please place your cell phone on vibrate or silent during all conference sessions and meals. Volunteer Forms Participation from AASFAA members is essential to our association. Please consider volunteering your service to our association as a future board or committee member and complete the Volunteer Form, found at the registration table. Completed forms should be turned in at the Conference Registration Desk by 10:00 a.m. on Thursday, March 29 th.

20 AASFAA 2018 Exhibitors (registered as of March 20, 2018) Platinum Sponsor

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23 Gold Sponsors:

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25 Bronze Sponsors:

26 Bronze Sponsor:

27 AASFAA Executive Board & Committee Chairs Executive Board NAME POSITION AFFILIATION Theresa Mays President Jefferson State Community College Stephanie Miller President-Elect FA Solutions Kelly D Eath Past-President Gadsden State Community College Shauna James Vice President University of North Alabama Nikki Bradbury Secretary University of Montevallo Lane Smith Treasurer Samford University Jim Theeuwes Treasurer-Elect Coastal Alabama Community College Committee Chairs NAME POSITION AFFILIATION Cheryl Newton ACHE Liaison Alabama Commission on Higher Education Randi Bozeman Archives Coordinator Lurleen B. Wallace Community College Kelly D Eath Awards & Recognitions Gadsden State Community College Jay Powell Budget Financial Aid Consultant Phillip Nelson Bylaws Central Alabama Community College Breshawn Skinner Communications Lurleen B. Wallace Community College Stephanie Miller Conference FA Solutions Sharon Williams (Chair) Diversity and Charity Lawson State Community College Laticia Dubose (Co-Chair) Diversity and Charity Enterprise State Community College Randi Bozeman Electronic Services Lurleen B. Wallace Community College Anthony Richey Fall Local Arrangements Auburn University Montgomery Jennifer Marcus (Co-Chair) Fall Program Samford University Audrey White (Co-Chair) Fall Program Samford University Clark Aldridge Financial Review KHEAA Jennifer Marcus Legislative Relations-National Samford University

28 Committee Chairs (continued) NAME POSITION AFFILIATION Cheryl Newton Legislative Relations-State Alabama Commission on Higher Education Nikki Bradbury Long Range Planning University of Montevallo Taylor Hilyer Membership Alabama Community College System Kelly D Eath Nominations & Elections Gadsden State Community College Phillip Nelson Policies & Procedures Central Alabama Community College Shauna James Professional Development University of North Alabama Donna Bass Public Relations Lurleen B. Wallace Community College Michelle Thompson Scholarship Concordia College Steve Smith Site Selection University of West Alabama Buddy Jackson (Co-Chair) Special Projects Faulkner University Debra Talley (Co-Chair) Special Projects Birmingham Southern College Shannon Cross Sponsorship Inceptia Amy Rowell (Co-Chair) Spring Local Arrangements Coastal Alabama Community College Tammy Spratlin (Co-Chair) Spring Local Arrangements Southern Union State Community College Jennifer Marcus (Co-Chair) Spring Program Samford University Audrey White (Co-Chair) Spring Program Samford University Amanda Childress Two-Year Concerns Snead State Community College PAST AASFAA PRESIDENTS 2017 Kelly D Eath Gadsden State Community College 2016 Phillip Nelson Auburn University Montgomery 2015 Stephanie Miller Jacksonville State University 2014 Kevin Ammons Enterprise State Community College 2013 Sharon Williams Lawson State Community College 2012 Vickie Adams Jacksonville State University 2011 Amanda Sharp University of North Alabama

29 PAST AASFAA PRESIDENTS (continued) 2010 Andy Weaver University of Alabama in Huntsville 2009 Charles Markle Auburn University 2008 Ben J. Baker University of North Alabama 2007 Jonna Gibson Regions Education Lending 2006 Buddy Jackson Faulkner University 2005 Dr. Chip Quisenberry Enterprise State Community College 2004 Deborah Byrd Calhoun Community College 2003 Mike Reynolds Auburn University 2002 Dot Wilkinson Southern Union State Community College 2001 Debra Talley University of Alabama at Birmingham 2000 Dorenda Adams Alabama State University 1999 Jim Bradsher Auburn University at Montgomery 1998 Clark Aldridge University of Montevallo 1997 Grady Collins University of South Alabama 1996 Debbie Marcus Bessemer State Technical College 1995 Debbie Marcus Bessemer State Technical College 1994 Ron Elmore Birmingham Southern College 1993 Claude McCann University of Alabama at Birmingham 1992 Ferris Hall Gadsden State Community College 1991 Theresa Weaver First Alabama Bank 1990 Charlotte Hill University of North Alabama 1989 James Berry Auburn University at Montgomery 1988 Pebblin Warren Tuskegee University 1987 Jim Gibson University of Alabama in Huntsville 1986 Bill Wall Alabama Commission on Higher Education 1985 Don Rainer Livingston University 1984 Linda Knowles University of Montevallo 1983 Camilla Benton University of Alabama 1982 Harvey Watt Enterprise State Junior College 1981 Larry Smith Jacksonville State University

30 PAST AASFAA PRESIDENTS (continued) 1980 Gertie Clark Birmingham Southern College 1979 Larry Ridgeway Auburn University 1978 Tom Umphrey Jefferson State Junior College 1977 Bill Rodgers University of South Alabama 1976 Linda Knowles University of Montevallo 1975 Charles Roberts Auburn University 1974 Jeff Golden Troy State University 1973 Charles McCain Jefferson State Junior College 1972 Eleanor Dean University of South Alabama 1971 Harold Helms University of Alabama at Birmingham 1970 Robert Dennis University of Alabama 1969 Donald Gibson Troy State University 1968 Otis Peacock University of North Alabama AASFAA Distinguished Service Award Recipients M. Cecil Padgett Outstanding Achievement Award This is one of the two highest awards given by the association and is named for the distinguished financial aid director at Spring Hill College in Mobile for many years. Mr. Padgett passed away in April This award is presented to an individual who is a member of the association and who has provided exemplary service in the area of student financial aid over a sustained period of time. The award is intended to recognize outstanding contributions to higher education and student assistance programs in Alabama. Recipients of this award are: Lissa Powell The University of Alabama at Birmingham Vanessa Kyles Jefferson Davis Community College Stephanie Miller Jacksonville State University Vickie Adams Jacksonville State University Amanda Sharp University of North Alabama

31 M. Cecil Padgett Outstanding Achievement Award (continued) Betty Edwards H.C. Trenholm State Technical College Charles Markle Auburn University Ben J. Baker University of North Alabama Donna Bass Lurleen B. Wallace Community College Buddy Jackson Faulkner University Carol Supri Troy University Andy Weaver University of Alabama in Huntsville Deborah Byrd Calhoun Community College Anthony Richey Auburn University at Montgomery Mike Reynolds Auburn University James Berry South University Debra Talley University of Alabama at Birmingham Jim Bradsher Auburn University at Montgomery Clark Aldridge University of Montevallo Dr. Chip Quisenberry Enterprise State Junior College Dot Wilkinson Southern Union State Community College Dorenda Adams Alabama State University Deborah Marcus Bessemer State Technical College Claude McCann University of Alabama at Birmingham Bill Watson Auburn University

32 M. Cecil Padgett Outstanding Achievement Award (continued) Joan Waters Chattahoochee Valley State Community College Jim Gibson University of Alabama in Huntsville Jeff Golden Troy State University Larry Smith Jacksonville State University James Edwards Lawson State Community College Don Rainer Livingston University Camilla Benton University of Alabama Dr. William P. Rodgers University of South Alabama Linda Lawson Knowles University of Montevallo Larry D. Ridgeway Auburn University Gertrude B. Clark Birmingham Southern College Billy Mitchell University of North Alabama Dr. William H. Wall Alabama Commission on Higher Education M. Cecil Padgett Spring Hill College John H. Buchanan, Jr. Distinguished Service Award This is one of the two highest awards given by the association and is named for former Alabama Congressman Buchanan who served with distinction on the House Education Committee during the 1970s and 1980s. This award is presented to an individual or group who may or may not be a member of the association and who is not generally considered a practicing student financial aid administrator in recognition of outstanding and dedicated service in the area of student financial aid over a sustained period of time. The award is intended to recognize outstanding contributions to higher education and student assistance programs in Alabama. Recipients of this award are: Shannon Cross Inceptia

33 John H. Buchanan, Jr. Distinguished Service Award (continued) Dr. Kevin Ammons Enterprise State Community College Jay Powell Consultant Cheryl Newton Alabama Commission on Higher Education Lissa Powell USA Funds David Bartnicki U.S. Department of Education Don Rhoads Edfinancial Services Ann Campbell Financial Aid Consultant Ted Franzeim Kentucky Higher Education Assistance Authority No Award Given Dr. William H. Wall Kentucky Higher Education Assistance Authority, Alabama Alabama College Loan Program The Honorable Kay Ivey Alabama State Treasurer Melinda Calhoun EdAmerica Lora Kiser Alabama Student Loan People Thomas G. Dismukes, Jr. Kentucky Higher Education Assistance Authority Dr. Roy Johnson Alabama Department of Postsecondary Education Jonna Moses Regions Student Loan Center Cindy Massey SouthTrust Bank No Award Given Jan B. Hilyer Alabama Commission on Higher Education Pebblin Warren Alabama Department of Postsecondary Education

34 John H. Buchanan, Jr. Distinguished Service Award (continued) Paul Borden Kentucky Higher Education Assistance Authority Theresa Duke Duiett First Alabama Bank William Jeffery First Alabama Bank Francine Reeves U.S. Department of Education Junior League of Montgomery Scholarship Booklet and College Night Program Dr. Mary Louise Sims State Occupational Information Coordinating Committee Robert S. McDonnell U.S. Postal Inspector The Honorable George C. Wallace, Jr. Alabama State Treasurer Bill Pouncey U.S. Department of Education The Honorable Howell Heflin U.S. Senator The Honorable Glen Browder U.S. Representative No Award Given The Honorable Carl Elliott Former U.S. Representative Dr. Jim Vickery University of Montevallo No Award Given The Honorable Jim Bennett State Senator The Honorable J. Richmond Pearson State Senator The Honorable John H. Buchanan, Jr. U.S. Representative