TASFAA 2012 CONFERENCE PROGRAM

TASFAA 2012 CONFERENCE PROGRAM

2011-2012 Executive Board President President-Elect Past President Secretary Treasurer Lester McKenzie, Tennessee Technological University John Brandt, Union University Sandra Rockett, Dyersburg State Community College Donna Price, Austin Peay State University Amy Collins, East Tennessee State University 2011-2012 Sector Representatives Representative at Large Private Sector Rep Proprietary Sector Rep Public 2-Year Rep Public 4-Year Rep TN Tech Ctr Rep Janie Burns, Bethel University Richard Brand, Maryville College Sandra Davidson, South College Leah Louallen, Nashville State Community College Celena Tulloss, University of Tennessee Owetha Hunter, TTC Whiteville 2011-2012 Committee Chairs Association Governance Awards Budget/Finance Conference Diversity Electronic Services Governmental Relations Historical Membership Mentoring Public Relations Nominations Site Selection Sponsorship State Programs TSAC Advisory Chair Training Special Appointee Jeff Gerkin, University of Tennessee Sara Jackson, Chattanooga State Community College Marian Huffman, Lee University Celena Tulloss, University of Tennessee Summer Judd, Freed-Hardeman University Ryan Smith, Bryan College Ron Gambill, Edsouth Naomi Derryberry, TSAC Sonja McMullen, Sallie Mae Leah Louallen, Nashville State Community College Terri Parchment, TSAC Sandra Rockett, Dyersburg State Community College Joanie Walker, Middle Tennessee State University Janie Burns, Bethel University Jane Pennington, TSAC Lester McKenzie, Tennessee Tech University Brenda DiSorbo, Cleveland State Community College Darolyn Porter, TSAC

Celena Tulloss, University of Tennessee, Chair Lester McKenzie, Tennessee Tech University, TASFAA President Janie Burns, Bethel University Brenda DiSorbo, Cleveland State Community College Jan Lassiter, Edsouth Sonja McMullen, Sallie Mae Terri Parchment, TSAC Darolyn Porter, TSAC Ryan Smith, Bryan College Joanie Walker, Middle Tennessee State University

April 22, 2012 Dear Colleagues and Friends, Welcome to the 44th Annual TASFAA Conference. I hope you find the contents and delivery as rewarding as it has been putting the program together. Celena Tulloss and the conference committee have been working hard to ensure the content of the sessions is both relevant and informative. We are pleased to have two friends of Tennessee here from the Department of Ed, Mr. David Bartnicki and Mr. Wood Mason. They both bring a lively and enthusiastic knowledge to us. Please take an opportunity to thank the Board Members listed on page two and the conference committee on page three for their hard work and dedication to our profession, our institutions and our students! Nothing could be accomplished without the special efforts of these TASFAA members. I also want to thank each of you. Taking time away from your offices at this time of year is an investment of time and energy; we hope you will return to your office more knowledgeable and with a better understanding of the profession we love. As I near the end of my year as President, I would be remiss if I didn t mention my two families: home and office. Many of you know my wife and understand she is my right arm - I rely on her for everything and she has always come through for me. I love you. To each of the staff members in the Office of Financial Aid at Tennessee Tech University (Debbie, Adriane, Jeff, Jonathan, Libby, Linda, Sherri, Polly, Kristyn, Lita, Geneva, Tina and lastly Brenda) I owe you everything for covering me when I am out and supporting me throughout this year. Wouldn t trade you for the world! And finally to my boss, Dr. Robert Hodum, my friend, colleague and mentor - your support, guidance and faith mean everything. As each of you look through this program, please understand the theme of the conference: Working in Harmony! Each of us has an instrument to motivate, entertain, captivate, or just make noise. Our students and institutions don t need more noise in their lives so we must harness the talent that is inherent in each of us to work in harmony with all others no matter if they are making beautiful music or noise. Peace in your hearts, Lester McKenzie, President

Dear TASFAA Friends: On behalf of the Conference Committee, I am pleased to welcome you to the 2012 TASFAA Conference! This year s theme TASFAA: Working in Harmony speaks to the goals of our profession, trying to harmoniously join federal, state and institutional regulations with excellent customer service and outreach to our students. As Financial Aid Administrators, the TASFAA conference allows us to network with our colleagues and friends, to learn, to de-stress and to find harmony in our work/life balance. This year s conference has a wide variety of sessions designed to benefit both new members and experienced ones. We are excited to be joined by several distinguished guests, including David Bartnicki and Wood Mason from the U.S. Department of Education, Jeff Dennis, SASFAA President, and Justin Draeger, NASFAA President. Please join me in welcoming them to Tennessee and our TASFAA family. Please make time to visit the exhibit area often during the conference to thank our donors for their support of our training efforts. Their financial support is critical to TASFAA and our conference. As you attend the various sessions, visit with friends and colleagues and enjoy some fellowship. Tennessee is famous world-wide for its music, and we hope your time with us at the TASFAA 2012 Conference brings some harmony to your life and work. Sincerely, Celena Tulloss 2012 TASFAA Conference Chair

Cell Phones/Electronic Devices As a courtesy to the speaker and attendees, please turn your cell phones and/or electronic devices to a silent position during General and Concurrent Sessions. Conference Attire Business casual attire is appropriate for the entire conference. Hospitality Suite The TASFAA Hospitality Suite is Suite 1120 and will be open at various times throughout the conference. The hours are listed in the agenda section of this program and in the Pocket Program. Meals Please note that Sunday and Tuesday Dinners are On Your Own. For conference meals, individuals who requested vegetarian meals can indicate this to the wait staff during each meal and they will accommodate your request. Name Badges Please wear your name badge at all times as it is necessary for admission to all conference sessions and meals. If you misplace your badge, please go to the registration desk. Special Thanks As always, the members of TASFAA express their gratitude for the continued support from our grand patrons and vendors who have allowed us to offer this spring conference for a reasonable fee. A listing of those agencies and organizations providing conference support is included in this program. Vendor Area The vendor area will be considered closed during all General Sessions and meal functions.

3:00 pm to Close Conference Headquarters Clydesdale 4:00 pm to 6:00 pm TASFAA Suite Open Suite 1120 6:00 pm to 8:00 pm Executive Board/ Conference Committee Dinner Suite 1120

8:00 am til Close Conference Headquarters Clydesdale 8:00 am to 9:00 am New Aid Officer Workshop Registration Registration Counter 8:30 am to 9:00 am Executive Board Breakfast Franklin 8:30 am to 9:00 am New Aid Officers Breakfast Williamson 9:00 am to 2:30 pm Executive Board Meeting Franklin 9:00 am to 4:00 pm New Aid Officers Workshop Williamson 12:00 pm to 1:00 pm Exec Board/New Aid Officers Luncheon Mustang/Quarterhorse 1:30 pm to 3:00 pm Vendor Area Setup Salons 7-10 2:00 pm to 4:45 pm Conference Registration Registration Counter 2:30 pm to 3:30 pm Governmental Relations Comm Thoroughbred 3:30 pm to 4:45 pm Vendor Area Open Salons 7-10 5:00 pm to 6:15 pm General Session Salon 6 Federal Update Presented by David Bartnicki, USDOE 6:30 pm to 10:00 pm President s Welcome Reception Suite 1120

7:30 am til Close Conference Headquarters Open Clydesdale 8:00 am to 11:45 am Conference Registration Open Registration Counter 8:00 am to 11:45 am Vendor Area Open Salons 7-10 8:00 am to 9:00 am Continental Breakfast Salons 7-10 9:00 am to 10:30 am General Session Salon 6 Direct Loans and COD Wood Mason, USDOE 9:00 am to 10:30 am TTC Meeting Saddlebred 10:30 am to 10:45 am Break Salons 7-10 10:45 am to 11:45 am Concurrent Sessions A DL Service Providers FA s Role in Retention R2T4 for Modules Banner Hot Topics Sonja McMullen, Sallie Mae Dana Kelly, Nelnet Roger Eldridge, Great Lakes David Bartnicki, USDOE Richard Brand, Maryville College Nancy Beverly, King College Eddie White, Trevecca Nazarene Univ. Brenda Burney, Columbia State CC Donna Price, Austin Peay State Univ. Joe Myers, Motlow State CC Janie Burns, Bethel University Wanda Emfinger, Motlow State CC Mary Cochran, Austin Peay State Univ Williamson Saddlebred Franklin Highland Dealing with Difficult People David Bowman, Great Lakes Morgan

12:00 pm to 1:30 pm Awards Luncheon Salon 5 1:30 pm to 4:30 pm Conference Registration Open Registration Counter 1:45 pm to 3:00 pm General Session Salon 6 Satisfactory Academic Progress David Bartnicki, USDOE 3:00 pm to 4:30 pm Vendor Area Open Salons 7-10 3:00 pm to 3:30 pm Break Salons 7-10 3:30 pm to 4:30 pm Concurrent Sessions B SAP Panel Scholarship Software Financial Literacy Josh Moran, Nashville State CC Eddie White, Trevecca Nazarene University Kelly Chambers, TTU Bonnie McCarty, MTSU Cathy Jones, TSAC Charles Harper, Belmont University Brenda Burney, Columbia State CC Trina Wilson, MTSU Williamson Saddlebred Highland NASFAA Reauthorization Brent Tener, Vanderbilt University Franklin Soft Skills/ Leadership Larry Rector, Johnson University Jeff Dennis, Southern Wesleyan University Morgan 5:30 pm to 7:30 pm Dinner Salon 5 7:30 pm - 10:00 pm Entertainment/Dance Live Concert by Frank Ortega Salon 5/6

7:30 am til Close Conference Headquarters Open Clydesdale 8:00 am to 11:45 am Conference Registration Open Registration Counter 8:00 am to 9:00 am Continental Breakfast Salons 7-10 8:00 am to 10:45 am Vendor Area Open Salons 7-10 9:00 am to 10:30 am General Session/Business Meeting Salon 5 TSAC/TELS Diane LeJeune, Jason Seay, Richard Rhoda, Tim Phelps and Jane Pennington 9:00 am to 10:30 am Grad/Professional Meeting Boardroom 10:30 am to 10:45 am Break Salons 7-10 10:45 am to 11:45 am Concurrent Sessions C Gainful Employment TSAC/e*GRandS Verification Panel Top Ten Compliance Issues Serving Students with Disabilities 12:00 pm to 1:30 pm Owetha Hunter, TTC Whiteville Gary Fouts, TTC Dickson Naomi Derryberry, TSAC Robert Biggers, TSAC Jeanne Hinchee, Chattanooga State CC Amanda Heath, TTC Covington Willie Thomas, Chattanooga State CC Janie Burns, Bethel University Celia Bradley, MTSU Dana Kelly, Nelnet Clyde Walker, Vanderbilt University Summer Judd, Freed-Hardeman University Business Luncheon Vendor Recognition Morgan Highland Salons 3/4 Franklin Saddlebred Salon 5

1:30 pm to 4:30 pm Conference Registration Registration Counter 1:45 pm to 3:00 pm General Session Salon 5 Federal Question and Answer David Bartnicki, USDOE 3:00 pm to 3:30 pm Vendor Area Open Salons 7-10 3:00 pm to 3:30 pm Break Salons 7-10 3:30 pm to 4:30 pm Vendor Area Breakdown Salons 7-10 3:30 pm to 4:30 pm Birds of a Feather Sessions Private Sector Richard Brand, Maryville College Franklin Public 4 Year Sector Stephen White, MTSU Williamson Public 2 Year Sector Leah Louallen, Nashville State CC Highland Proprietary Sector Sandra Davidson, South College Saddlebred TTC Sector Owetha Hunter, TTC Whiteville Morgan Dinner on Your Own

7:30 am to 12:00 pm Conference Headquarters Open Clydesdale 8:00 am to 9:00 am Breakfast Salon 5 9:00 am to 9:45 am NASFAA Notes Salon 5 Justin Draeger, NASFAA 9:45 am to 11:15 am General Session Salon 5 VERIFICATION David Bartnicki, USDOE 11:15 am to 11:30 am Closing Remarks Salon 5

Edfinancial Services Edsouth TSAC Discover/Citi Assist Loans First Marblehead Inceptia (NSLP) Nelnet USA Funds Wells Fargo