2016ISFAAWinterConferenceAgendaJanuary28-29,2016

ISFAA–LivefromIndianapolisThursday,Jan28,2016

8:00am-4:00pm Registration–Pre-FunctionArea

8:00–9:00am SmoothieBar–Pre-FunctionArea

8:00–11:35am VendorExhibitAreaOpen–Pre-FunctionArea

9:00–10:15am OpeningGeneralSessionRoadtripNation

Dawson/Brady

AnintroductionforconferenceparticipantstothecareerexplorationphilosophyofRoadtripNationandhowtouseittoinspirestudents.

Presenter:TiffanyChow–RoadtripNation

10:15–10:35am Break(PatWilsonScholarshipSilentAuction&ExhibitorInteraction)

10:35–11:35am InterestSessions

ShareYourRoad

Shields

TheRoadtripNationteamwillwalkattendeesthroughbuildingarobustShareYourRoadprofile,aswellasleadingsmallgroupdiscussionsonhowtointegratetheirShareYourRoadprofileininteractionswithstudents.

Presenters:TiffanyChow&AlvinLee–RoadtripNation

HoosierAdults:YouCan.GoBack.

Hart

YouCan.GoBack.isastatewidecampaignthataimstohelpthe750,000+Hoosieradultswithsomecollegebutnodegreefinishwhattheystarted.CHEwillprovideinsightsintotheireffortsandprogramsforreturningadultstudents.

Presenter:SarahAncel–IndianaCommissionforHigherEducation

VeteranIssues&FinancialAid

Miller

PresentedbyrepresentativesfromVeteran'sAffairsOfficeregardingprocessesandanyquestionsfromattendees.Presenters:CarinAnderson&EricLewis–DepartmentofVeteranAffairs

FinancialAidSoup–FAPartnerOfficesandBeginnersTrack

Porter

Overviewofsomekeyfinancialaidconceptsandrecentregulatorychanges.Topicsincludetheaidprocessandprograms,cashmanagementrequirements,impactofenrollmentreportingandimportanceofcreditcompletion.Presenters:MelissaSmurdon–ButlerUniversity&CathleenWright–UniversityofEvansville

11:35am–1:15pm LunchandGeneralSessionISFAABusinessMeeting

Dawson/Brady

ISFAAmembersreviewkeyreports,discussbylawchanges,andanyotherbusinessbroughtforwardbythemembership.

Presenter:ISFAAPresidentBenBurton–IvyTechCommunityCollege

PatWilsonScholarshipPresentation

Dawson/Brady

ThePatWilsonScholarshipwillbeawardedandrecipientwillbrieflysharetheirstory.

Presenter:ISFAAPresidentBenBurton–IvyTechCommunityCollege

CHELegislativeandProgramUpdate

Dawson/Brady

SarahAncelwilldetailhowthecurrentlegislativesessionmayimpactfinancialaidandconveyotherrecentupdatesfromtheCommission.Presenter:SarahAncel–IndianaCommissionforHigherEducation

1:15–5:15pm VendorExhibitAreaOpen–Pre-FunctionArea

1:15–1:30pm Break(PatWilsonScholarshipSilentAuction&ExhibitorInteraction)

1:30–2:30pm InterestSessions

BestPracticesinLoanDebtCounselingandCommunicatingLoanDebtInformation

Shields

Hearhowsomeschoolsarecounselingtheirstudentsregardingdebtandimplementingthestudentloandebtcounselingrequiredbystateregulation.Presenters:MarvinSmith–IndianaUniversityPurdueUniversityIndianapolisJohnMcPherson–BallStateUniversityKimBennett–TrineUniversity

PackagingPLUS:QuestionsofChoice

Hart

Formanyschools,packagingPLUSloanaftergrants,scholarshipsandDirectSub.andUnsub.Loansisautomatic.Shoulditbe?Afterlookingcloselyattheterms,conditionsandcostsofmanyoftheprivateloanalternatives,andconsideringtheskyrocketingdebtfamiliesaretakingontopayforcollege,someschoolsaren’tsosureanymore.Whilefederalloanshavemanyborrowersafeguards,manyprivateloansofferfinancialadvantages.Andsometimes,familieswouldprefermorealternativesonhowtofillthegap.Hearhowsomeschoolshavemadethechange,howtheyhavecommunicatedthechoices,whattrendstheynoted,andtheimpactonthefinancialaidoffice.Presenters:RainaChezem–ELMResourcesKimJeffers–PNCBank

TuitionandFeeExemptionEligibilityandApplicationProcess

Miller

HowIDVAprocessesTuitionandFeeExemptionApplicationsforeligiblestudentswhoarechildrenofveterans,IndianaPurpleHeartrecipients,andformerISSHMMHSstudents.

Presenter:TimDyke–DepartmentofVeteranAffairs

SatisfactoryAcademicProgress(SAP)–FAPartnerOfficesandBeginnersTrack

Porter

OverviewofSAPandtheimpactofanyschedulechangeonstudent'sfutureeligibilityforaidandenrollment.

Presenter:ThomasRatliff–IndianaWesleyanUniversity

2:30–2:50pm Break(PatWilsonScholarshipSilentAuction&ExhibitorInteraction)

2:50–3:50pm InterestSessions

FinancialAidDirectorRoundtable

ShieldsDiscussionbetweenFinancialAidDirectorsandRetireesregardinghottopicsandbestpractices.

DiscussionLeader:HeidiCarl–Wabash

FAFSASimplification:FindingtheRightWay

Hart

ThisisarepeatofasessionpresentedatNASFAA.ThissessionsummarizesthediscussionsandrecommendationsofNASFAA’sFAFSAWorkingGroup,whichacceptedthechallengeofhowtothoughtfullysimplifytheFAFSAwhilemaintainingthepurposeofawardingtherightdollarstotherightstudents.

Presenter:RobWirt–BallStateUniversity

Q&AwithCHEonStateGrantProgramsandProcesses

Miller

CHEteammemberswillbeonhandtoaddressquestionsregardingstategrantprogramsandprocesseswithconferenceattendees.

Presenters:SarahAncel&CHETeamMembers–IndianaCommissionforHigherEducation

R2T4:TheGood,TheBad,andInBetween–FAPartnerOfficesandBeginnersTrack

Porter

We’lltakealookatregulatorybasics,andthenwe’lltalkaboutautomatingtheprocesstoensurecomplianceandefficiency.Presenter:CarrieBishop–IvyTechCommunityCollege

3:50–4:00pm Break(PatWilsonScholarshipSilentAuction&ExhibitorInteraction)

4:00–5:00pm GeneralSessionPoliticalPlatformsinEducation

Dawson/Brady

Paneldiscussionwithseveralcurrentstaterepresentativesorcandidatesforthenextelectiontobetterunderstandthecurrentpoliticallandscapeofourstateasitrelatestohighereducationandhowitmayimpactourwork.

Presenters:RepresentativeToddHuston–District37RepresentativeAnthony“Tony”Cook–District32RepresentativeJustinMoed–District97

5:00–5:15pm PatWilsonScholarshipSilentAuctionFinale–Pre-FunctionArea

5:15-7:15pm President’sReception

Pre-FunctionArea JoinISFAAPresident,BenBurtonandyourcolleaguesforsomeappetizers,alittlefinancialaidtrivia,andrelaxingtimetoreconnect!

ISFAA–LivefromIndianapolis

Friday,Jan29,2016

7:00–8:00am BreakfastBuffet–Dawson/Brady

7:00–9:30am Registration–Pre-FunctionArea

8:00–9:15am GeneralSessionRegulationsandBestPracticesRegardingVerificationandResolvingConflictingInformation

Dawson/Brady

Duringthissessionwewillreviewtheregulationsregardingverificationfor2016-17aswellasresolvingconflictinginformation.Wewillthenhaveroundtablediscussionsamongattendeesonhowtomaximizeyoursoftwaresystemforefficiencyaswellasbestpracticesforcommunicationwithstudentsregardingmissingorconflictinginformation.Thegoalofthissessionistounderstandtheregulationsandinteractingwithotherschoolsonhowtheyhandletheseprocesses!

Presenters:AngelaSmith–USDepartmentofEducation&AllConferenceAttendees

9:15–11:45am VendorExhibitAreaOpen–Pre-FunctionArea

9:15–9:30am Break(ExhibitorInteraction)

9:30–10:30am InterestSessions

CashManagement

Shields

ThissessionwillprovideanoverviewofthechangesmadetothecashmanagementregulationsthatbecomeeffectiveJuly1,2016,includingtherequirementsforinstitutionsthatpartnerwithbanksandservicerstoofferdebitcards,prepaidcards,etc.,confirmingstudents’eligibility,andincludingthecostofbooksandsuppliesintuition,amongothertopics.

Presenter:AngelaSmith–USDepartmentofEducation

StudyAbroad

Hart

Takingtheaudiencethroughthestepsinvolvedforstudentswhowanttostudyabroadandreceivefinancialaidfortheirprogram.Presenter:CherylDixon–PurdueUniversity

ChartingthePath:BuildingYourFinancialWellnessProgram

Miller

Wewantstudentstobesuccessful—bothacademicallyandfinancially—andthatrequirescampus-widesupport.Doyouknowhowtobuildaneffectivefinancialwellnessprogramthathascampusbuyin?

Presenter:DougHess–GreatLakes

10:30–10:50am Break(ExhibitorInteraction)&HotelCheck-out

10:50–11:30am SpeedDating–FinancialAidStyleDoyouhavequestionsregardingthesetopicsorsimplywanttohearhowotherschoolsdealwithsituations?SpeedDating–FinancialAidStyleprovidesanopportunitytointeractwithcolleaguesregardingthetopicsbelow,askquestionstothediscussionfacilitators,orsimplylistentothediscussion.Noformalpresentationsandnosettiming.Comeandgofromeachroomasyouplease.

ShieldsTopic–ShareYourRoad

Facilitators:TiffanyChow&AlvinLee–RoadtripNation

Hart

Topic–LoanDebtCounseling&theStateRequiredLoanLetterFacilitators:MarvinSmith–IndianaUniversityPurdueUniversityIndianapolis&KimBennett–TrineUniversity

Miller

Topic–DependencyStatusReview(HowdoyoudealwithFAFSAanswersaffectingdependencyandoverrides)

Facilitators:CrystalBaker–IndianaStateUniversity&LeoHertling–PurdueUniversity

PorterTopic–SAP&AcademicPlans

Facilitators:ThomasRatliff–IndianaWesleyanUniversity&StanWerne–VincennesUniversity

11:30–11:45am Break(ExhibitorInteraction)

11:45am–12:45pm InterestSessions

HowtoEffectivelyJumpStartNewFinancialAidEmployees

Shields

Thissessionwouldofferattendeesinsightintohowtoeffectivelyintegratenewemployeesintothecurrentofficedynamicandmakethemfeelwelcomed,wanted,andasthoughtheybelongtotheexistingFinancialAidTeamfromtheirveryfirstday.Additionally,thissessionwouldfocusondevelopinganefficientandeffectivetrainingprogramfornewFinancialAidhires.

Presenters:LisaMontany&ThomasRatliff–IndianaWesleyanUniversity

SupportingFirstGenerationStudents:FromAccesstoSuccess

Hart

Schoolcolleaguesdiscusstopicssuchas:Institutionalsupportforenrolledstudentsfromfinancialaidtostudentservices.Howareourschoolssupportingandcreatingacultureofsuccessforthesestudents?Whatisthecost(monetaryandtime)insupportingthesestudents?Presenters:JohnMcPherson–BallStateUniversityCrystalBaker–IndianaStateUniversityCathleenWright–UniversityofEvansville

AffordabilityandMiddleClass–Whatdoesitreallymeanandhowdotheypay?

Miller

Whoismiddleclass?Aretheymiddleincome?Howdotheypay?What’saffordableforonemaynotbeforanother.Weusemiddleclassandmiddleincomeinterchangeably,butdotheyreallymeanthesamething?Presenterswillshareresearchfindingstostarttheconversation.Thissessionisdesignedtobringabetterunderstandingofhowourfamiliesidentifysowecanmeetthemwheretheyare.

Presenters:KelliKalisik&KristineButz–UniversityofNotreDameDonetteCassman–SallieMae

12:45–2:00pm Lunch&ClosingGeneralSessionFederalUpdate

Dawson/Brady

ThissessionwillpresentinformationaboutcurrentissuesfortheTitleIVstudentaidprograms.ThesessionwillincludeupdatesabouttheDepartment’sTitleIVactivitiesandinitiatives,includinginformationabouttheDepartment’sregulatoryefforts.Presenter:AngelaSmith–USDepartmentofEducation

ClosingRemarks

Dawson/Brady ISFAAPresidentBenBurtonwillmakeclosingremarksandconcludethe2016ISFAAWinterConference

ISFAA–LivefromIndianapolis

MarkYourCalendars&JoinUsfor:ISFAASummerConference

June9–10,2016

MorrisInn-UniversityofNotreDame