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Welcome
to the jungle fall 2014 MASFAP Conference!
W
elcome to the Fall 2014 MASFAP Conference! As we tread through new regulations and swing from one hot topic to the next, do
you ever just think to yourself, “It’s a Jungle Out There”!?! What better phrase to describe our ever changing, sometimes scary world
of financial aid. We are glad you have made the journey to voyage through this conference with friends and colleagues. The program
committee has worked hard the past few months to bring you a full schedule of great sessions and speakers as well as some evening fun
to network and relax.
Below are the lyrics to Randy Newman’s It’s a Jungle Out There, and I think they seem quite fitting for the way we feel some days! I,
for one, could not make it through my job day-to-day, year-to-year, without the support of my wonderful colleagues from all around
the state and nation! These conferences are a time to gather with one another, absorb all the information we can, and share our sorrows
and joys of this profession we all so passionately dedicate ourselves to.
Thank you for attending and be sure to fill out all of the evaluations throughout the conference. Your feedback is what makes us move
forward and continually get better at providing our members with valuable information. There is a full agenda in store, so turn the pages
and get excited! On behalf of the entire MASFAP program committee Welcome to the Jungle!!!!!!
Crystal Bruntz
2014 Vice President
MASFAP Program Chair
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1
Schedule at
Wednesday, November 5th
11:30 AM
1:00 PM
2:15 PM
Barcelona
Collections
and
Bankruptcies
Escollo
Online
Programs
Granada A/B
5:00 PM
Dinner/
Charity
Speaker/
Community
Service Activity
General
Session:
Kim Becking
B
Registration 12:00 - 5:00
7:30 AM
B
R
E
A
K
Exhibit Area Open 1:00 - 5:00
Granada C
Newcomer
Tour/Lunch
Granada Foyer
with the
Board
Thu
3:45 PM
R
Breakfast
General
Session:
Federal
Update
9:45 AM
10:40AM
Gainful
Employment
Fraud
Prevention
Plan
Standard
Verification
VA Panel
FAO and BO
Exhibit Area Open 7:30 - 4:00
B
R
E
A
K
Registration 7:30 - 11:30
E
Lookout
A
Packaging
Counseling
Families
on Education
Financing
Tending to
Your
Default Rate
and Default
Rate Plan
Director
Roundtable
Program
Review
BO Needs
from FAO
Utilizing
Work Study
and Social
Media
Cash
Management
Hand Calcs
and PJ's
K
Madrid
Malaga
Marbella
Sea Chase
Valencia
2
Newcomer
Session
Glance
a
ursday, November 6th
12:00 PM
Non
Standard
Verification
Lunch/
Business
Meeting/
MASFAA
Update
Friday, November 7th
1:45PM
150% Sub
Limits
3:00 PM
B
R
E
A
K
4:00PM
FA Director
and D.C.
9:00 AM
10:00 AM
11:00AM
Community
College
Associate
Dinner/
Service
Awards
Quickstart
Breakfast
(Granada B)
General
Session:
NASFAA
Update
Speed
Sessions
IRS DRT, Tax
Transcripts,
and More with Jim
Briggs
B
R
A
8:00 AM
One Stop
Shop Roundtable
Business
Officers
E
7:00 AM
Tax Talk with
Jim Briggs
Exhibit Area Open until 4:00
SAP
6:00 PM
Consumer
Information
Bootcamp
Proprietary/
Technical
Career
Eligibility
Documents
Eligibility - FA 101
K
Brunch/
State Update
Director
Roundtable
Inactive In
House
Collections
Private/
ICUM's/
Theology
Service
Tracking
R2T4
Public 4 year
Reconciliation to
Perfection
3
Exhibitors
Please take time to visit our Exhibit Area as our
vendors help offset the cost of our conference.
Commerce Bank
Navient
Financial Aid TV
Origami Owl
First Marblehead
PNC Bank
General Revenue Corporation
Premier Design
Great Lakes
Sallie Mae
Inceptia
Thirty-One Gifts
Istamp Studio
Wells Fargo
MDHE
Windham Professionals
Missouri Scholarship & Loan Foundation
Younique
MOHELA
G e ne r a l S u p p o r t
Missouri Scholarship and Loan Foundation
MOHELA
4
Allan Walker Purdy
B
orn in 1914 on a farm near Macon, Missouri, Purdy was impacted by educational
financial aid early on. He repeated 8th grade for a year while one of his older brothers
completed the local tuition-based high school.
The first in his family to attend a four-year college, Purdy received his bachelor’s degree from
the University of Missouri in 1938 and a master’s degree in 1939. His work on a Ph.D. at
Ohio State was interrupted by World War II when he served in the Navy.
Contributions
Allan returned to MU in 1946, where he helped College of Agriculture students find parttime jobs, loans and scholarships. In 1958, the university president selected Purdy to start the
Student Financial Aid office, one of the first offices of its kind in the country.
Congress began developing national student aid programs during the 1960s and 70s. Purdy
helped organize student aid administrators and served as the founding president of the
National Association of Student Financial Aid Administrators (NASFAA). Through his work
with NASFAA, Purdy was instrumental in the creation and Congress’s authorization of the
Higher Education Act of 1965.
LegaCy
Upon Purdy’s retirement from MU in 1979, the chairman of the House Committee on Education, Carl Perkins of Kentucky,
entered a tribute to Purdy in the June 28, 1979 Congressional Record which read:
Allan has been most active in legislative matters, testifying on numerous occasions before the Committee on Education and Labor. Time
and time again we relied on him for help and guidance in the drafting of such important legislation as the college work-study program,
the guaranteed student loan program, and the three grant programs… Allan Purdy’s selfless dedication to the educational needs of our
students is truly admirable.
DeDiCation
Purdy was instrumental in helping create many organizations that we are familiar with today. He served on the board and helped
form MOHELA, Sallie Mae, USA Funds, MASFAP, MASFAA and NASFAA.
Purdy’s commitment to the financial aid industry is unparalleled. He believed in using one’s voice and knowledge to help students
and families obtain higher education.
kbd 2/04/14 a
a
the aLLan PurDy ProfessionaL DeveLoPment funD
MASFAP has developed the Allan Purdy Professional Development Fund specifically to promote
professional development through deeply discounted and free training and conference opportunities
for financial aid professionals. The fund was developed to honor Allan W. Purdy, whose career
focused on making financial aid accessible for thousands of students.
The Allan Purdy Professional Development Fund is made possible in part by donations of patrons
including MASFAP Associate members and exhibitors, MOHELA, The Missouri Scholarship and
Loan Foundation, and others interested in continuing to make professional development accessible.
5
P r o g r a m C o m m i t t ee
Crystal Bruntz, Avila University (Chair)
Kim Howe, Missouri Department of Higher Education
Donna Bodenhamer, University of Central Missouri
Angela Karlin, University of Central Missouri
Matt Boyd, William Jewell College
Matthew Kearney, University of Missouri – Columbia
Ginny Burns, MOHELA
Verona Lambert, Southeast Missouri State University
Jamie Davis, Columbia College
Jenny Laughlin, Moberly Area Community College
Hal Deuser, Webster University
Nicholas Prewett, University of Missouri – Columbia
Sara Edwards, Inceptia
Will Shaffner, MOHELA
Caroline Falkner, Avila University
Laura Steinbeck, Sallie Mae
Melissa Findley, Missouri Scholarship & Loan Foundation/
MOHELA
Cam Thies, Central Methodist University
Jennifer Haynes, Moberly Area Community College
Karen Walker, Southeast Missouri State University
Karen Thompson, Lincoln University
Mitch Hess, University of Missouri – St. Louis
MAS F AP B o a r d M e m b e r s - C o m m i t t ee C h a i r s
Archives
Dena Norris, Metropolitan Community College
Membership
Samantha Matchefts, University of Missouri—St. Louis
Awards
Kelly Fleming, Barnes Jewish College of Nursing
Newcomer
Sara Edwards, Inceptia
Budget and Finance Co-Chairs
Frank Tucci, Saint Louis University
Kelly Hallahan, Concordia Seminary
Professional Development Co-Chairs
Cassandra Hicks, Southeast Missouri State University
Chelsey Giles, Missouri State University
Communication (Ad Hoc)
Melissa Findley, Missouri Scholarship & Loan Foundation/MOHELA
Research
Jon Gruett, Webster University
Corp. Support/Assoc. Member Concerns
Ginny Burns, MOHELA
Site
Kim Howe, Missouri Department of Higher Education
Early Awareness / CGS
CortneyJo Sandidge, University of Missouri—Columbia
Technology
Colleen Brown, Columbia College
Legislative
Del Morley, Northwest Missouri State University
Ex-officio
Leroy Wade
Missouri Dept of Higher Education
6
MASFAP B o a r d
m e m b e r s -E l ec t e d
O ff i c i a l s
President
Treasurer-Elect
Janice Barnes
Saint Louis University
Kristen Gibbs
Central Methodist University
Gena Boling
Mo. Univ. of Science & Technology
Karen Walker
Southeast Missouri State Univ.
Association Governance/Legal Issues, Nominations/
Elections, Missouri Award
Brice Baumgardner
Hannibal-LaGrange University
Karen Griffin
East Central College
President-Elect
Past President
Vice President
Program Chair
Crystal Bruntz
Avila University
Secretary
Matthew Kearney
University of Missouri—Columbia
Delegate
Delegate
Delegate
John Brandt
Missouri Baptist University
Delegate (Associate)
Will Shaffner
MOHELA
Treasurer
Amy Hager
Moberly Area Community College
7
Charity/Community Service Information
Lake of the Ozarks Idiots Club
The Lake of the Ozarks Idiots Club is a 501(c)3 charity formed to help the youth in the lake area. Almost one-half
of the kids in the lake area live at or below the poverty level. This charity was started by Denny & Danna Hiner,
retirees of Camdenton R-III, who saw firsthand the needs of many students they dealt with on a day-to-day basis.
The needs are great and varied. These kids need to be active in community and school activities but often can’t afford
participation fees and equipment. Maybe they need a new pair of sneakers; cleats to play soccer; a scout uniform;
new clothes for a homeless child; or a new car battery for a high school kid living in their car. You just never know
what the need might be.
8
MASFAP Hill DAy
At tHe
CAPitol
Spend the day in
Jefferson City!
Join Us
Mid-February, 2015
Please watch the listserve for date and registration
Make a difference for you, the students you
serve and your institution!
MASFAP members will visit with your state legislators.
If anyone has concerns about any legislation either at the State
or Federal level, please contact dmorley@nwmissouri.edu.
9
MASFAP
welcomes our
K e y n o t e S p e a ke r
W e dnesday , 2:15PM, G r a na da C
Kim Becking Bio
Kim is a nationally recognized and sought after author, consultant and
motivational speaker.
She is a “recovering” attorney. a successful
business owner, a community activist, a patient advocate, a published
author and speaker and more importantly a “survivor” who provides
messages of hope, inspiration and humor and encourages people to find
their voice and use life’s stumbling blocks to rebuild their lives. Kim
believes life’s inevitable challenges are an opportunity to pause and
reinvent ourselves – not only surviving but thriving.
Kim understands what it takes to defy the odds, face challenges and create a life that
works…on her own terms. As a high school senior she was told, “Forget college. It’s not for
you – you aren’t college material.” She went on to graduate not only from college, but from
law school as well, at the top of her class – and was the first person in her family to graduate
from college.
In 2002, at the age of 30, while planning her son’s second birthday
Kim was diagnosed with breast cancer. She fought it and with her
friends and co-authors, wrote a book, Nordie’s at Noon, about the
experience and twelve years later is now cancer free. Kim learned
about the importance of breast self exams through her good friend,
Patti, who was diagnosed with breast cancer at the age of 24.
Unfortunately, Patti lost her battle with breast cancer at the age of 29.
Kim is now on a mission to empower others to be proactive with their health, their life and
their future. She is a nationally recognized patient advocate and breast cancer survivor and
10
to our
Jungle!
has been honored by SELF and Lifetime Television for her tireless commitment to breast
cancer awareness.
Kim’s book, “Nordie’s at Noon- the Personal Stories of Four Women
“Too Young” for BreastCancer,” has received national acclaim
and featured in national publications such as People, SELF, and theNew
York Times. She is the recipient of the Natalie Davis Spingarn Writer’s
Award by the National Coalition of Cancer Survivorship, the Shining
Star of Perseverance by the Will Return Council, and the “You Make a
Difference Award” from the Susan G. Komen for the Cure Greater
Kansas City Affiliate.
After breast cancer, Kim realized life was short. So she left a successful law practice to start
her own business and follow her passion. She left the practice of law nine years ago and
started her own public affairs and strategic communications firm. It went well. Life was
humming along. And then, her husband and high school sweetheart walked out on her.
One day she was married, the next day he was gone, marrying her very good friend and
neighbor, who then took her name, Kim Carlos, thus requiring Kim to not only reinvent
herself, and go back to her maiden name, Kim George, but also reinvent her company and
personal brand.
Kim “gets” challenge. She understands the need to reframe and reclaim herself when life
tosses her a curve ball. Her challenges have been faced by many of us. Fortunately, as an
author and speaker, Kim has a passion to tell her story and share the tools she used to not
only survive, but thrive. It’s a story she can
tell through many chapters: her battle with
cancer, the demands of owning her own
business, community advocacy, the balance of
being a working mother, the unexpected
challenges of marriage, family and divorce,
having a second chance at love, remarrying a
widower
with
two
small
children,
and
adjusting to a fabulous new life in a blended
household as Kim Becking – mom of three, party of five.
Kim embodies the philosophy of doing good for her clients while doing good for the public
through her civic and philanthropic activities. She has been an active community leader for
over a decade. She is the former chair of the Missouri Women’s Council, past President of
11
the Susan G. Komen for the Cure – Greater Kansas City Affiliate, also serving on Komen’s
National Public Policy Advisory Council, as well as serving on countless other boards for
worthy community organizations, including the American Cancer Society, the National
Patient Advocate Foundation and the Young Survival Coalition. Since 2004, Kim has been
selected as a member of the National Cancer Survivor Day Speaker’s Bureau. She is a
graduate of the Kauffman Foundation’s Fast Trac Program, an alumnae of the Greater
Missouri Leadership Challenge and one of Kansas City’s Ingram’s Magazine 40 Under 40
honorees.
Kim graduated with honors from Southwest Missouri State
University (now Missouri State University) with a Bachelor
of Science degree in marketing and received her Juris
Doctorate with honors from the University of MissouriKansas City School of Law. She continues to make every
day count – looking forward and living life.
Kim
currently resides in Columbia, Missouri with her husband, Jason, and her three children,
Brandon (14), Adelaide (11) and Jack (9).
12
W elcome S pecial G uests !
James Bergeron
T h u r s day , 8:30AM, G ra n ada A/B
President
National Council of Higher Education Resources
James Bergeron currently serves as President of the National Council of Higher Education
Resources (NCHER), which represents a nationwide network of lenders, secondary markets,
guaranty agencies, loan servicers, private collection agencies, schools, and others that assist students,
borrowers, parents, and families who access, manage, and pay for the costs of postsecondary
education. The membership includes education finance organizations that administer and service
federal education loans and entities that underwrite, administer, and service private education
loans.
Prior to joining NCHER, James worked as the Director of Education and Human Services Policy for the House Committee on Education
and the Workforce. In this capacity, he advised Chairman John Kline, members, and staff, and oversaw policy development on all areas of
education and human services programs, including the reauthorization of the Higher Education Act (HEA), the Elementary and Secondary
Education Act (ESEA)/No Child Left Behind (NCLB), the Individuals with Disabilities Education Act (IDEA), the Workforce Investment
Act (WIA), the Head Start Act, and other federal laws governing elementary, secondary, and postsecondary education.
Before joining the Committee in 2006, Bergeron served as Legislative Director in California Rep. Buck McKeon’s personal office where he
was responsible for developing and implementing the legislative agenda within the House Education and the Workforce Subcommittee on
21st Century Competitiveness. He authored important legislative initiatives on college affordability and financial aid simplification. Bergeron
began his Capitol Hill service almost 20 years ago as a Legislative Assistant to former Louisiana Rep. Bob Livingston, who chaired the House
Appropriations Committee.
Bergeron also served as Vice President of MARC Associates (now part of Holland & Knight), a government relations firm where he consulted
for a number of elementary and secondary education and higher education organizations.
He received a Bachelor of Arts in Political Science from the University of Louisiana at Lafayette.
13
W elcome S pecial G uests !
Jesse O’Connell
F r i d ay , 9:00AM, G ra n ada B
Assistant Director, Federal Relations
NASFAA
Jesse O’Connell is the Assistant Director for Federal Relations at the National Association of Student
Financial Aid Administrators where he works as part of the team that manages the Association’s policy
and advocacy efforts. Prior to joining NASFAA in early 2013, he served as an Associate Director in the
Office of Student Financial Services at Georgetown University, where he oversaw the compliance and
administration of all athletically related aid, in addition to managing a caseload of financial aid applicants.
Jesse began his career in higher education as a financial counselor at Georgetown, where he received both a master’s and bachelor’s degree.
Leroy Wade
F r i d ay , 11:00 AM, M ar bell a
Deputy Commissioner
Missouri Department of Higher Education
If your career path has yet to intersect with Leroy Wade’s, you are in for a treat. With more than 28 years
of service at the Missouri Department of Higher Education, Leroy has served as Deputy Commissioner
since July 2013, but in the eyes of Missouri’s seasoned financial aid professionals, Leroy is so much more:
he is an authority on state financial aid, the educational pipeline, and Missouri legislative issues as well
as being a talented auctioneer, drummer, cattle farmer, and all around great guy. Additionally, Leroy
served on the New Bloomfield public school board for about a decade. Like Missouri’s financial aid community, Leroy is deeply committed
to educating our citizenry and he always puts students first.
Jim Briggs
Tax Detective
Reducing College Costs
T h u r s day , 3:00PM, B arcelon a
F r i d ay , 10:00AM, L ookout
Jim Briggs is a nationally known expert on federal taxes and financial aid. Over the past 29 years he has
consulted with hundreds of schools and trained tens-of-thousands of financial aid professionals at community
colleges, public universities, private schools, loan guarantors and state financial aid agencies. Jim is now
making his financial aid expertise available to families who want to reduce the costs of sending their children
to college.
Jim speaks frequently at federal, state and regional financial aid conferences and writes an occasional column on taxes for the Student Aid
Transcript, published by the National Association of Student Financial Aid Administrators. Jim has been quoted on financial aid issues in the
Wall Street Journal, Smart Money Magazine and the Education Life section of the New York Times.
Jim was previously an IRS agent and a practicing CPA. He co-founded Chesapeake Bagels and Brueggers Bagel Bakery and served as a board
member of numerous not-for-profit organizations. Jim was an adjunct professor of taxation at both the University of Vermont and Champlain
College.
Jim’s family includes three children, four grandchildren, and two yellow labs. He lives in VT and TX.
14
s
l
a
e
M
e
c
n
e
Confer
Wednesday Dinner (Granada A/B) 5:00PM
Pre-Made Sandwich Buffet: Fruit Salad/Macaroni Salad/Potato Salad; Sandwiches on Assorted Brea/Rolls: Smoked Turkey Breast, Avocado and Monterey
Jack with Fresh Herb Mayonnaise, Sliced Ham with Gruyere Cheese Humus, English Cucumbers, Roasted Red Pepper, Onion and Leaf Lettuce on Wheat
Roll
Condiments: Lettuce, Tomato, Herb Mayonnaise, Regular Mayonnaise, Mustard/ Assorted Cookies/ Assorted Sodas and Bottled Water
Thursday Breakfast (Granada A/B) 7:30AM
The Sunshine Buffet: Orange Juice, Tomato Juice/Assorted of Sliced Fruits/Scrambled Eggs/Apple-wood Smoked Bacon/Grilled Ham/Breakfast Potatoes/
Sausage Gravy/Country Biscuits/Basket of Fresh Baked Muffins, Danish, Flaky Croissants and Bagels/Sweet Butter, Preserves/Cream Cheese/Freshly
Brewed Coffee/Herbal Teas
Thursday Break I (Granada Foyer) 9:30AM
Assorted Sodas/Bottled Water/Coffee/Ice Tea
Thursday Lunch (Granada A/B) 12:00PM
Dijon Chicken-Field Greens with Spiced Pecans, Sundried Cranberries, Goat Cheese and Grape Tomato with Ranch and French Dressings/Lightly
Seasoned Sautéed Chicken with a Dijon Veloute Sauce/Chef ’s choice of Starch/Fresh Seasonal Vegetables/Fresh Baked Rolls with Butter/New York Style
Cheesecake with Strawberries/Coffee/Ice Tea
Thursday Break II (Granada A/B) 2:30PM
Assorted Cookies/Miniature Candy Bars/Assorted Dry Snacks: Popcorn, Bar Mix, Pretzels/Assorted Soda and Bottled Water
Thursday Dinner (Granada A/B) 6:00PM
Roasted Pork Tenderloin: Field Greens with Spiced Pecans, Sundried Cranberries, Goat Cheese and Grape Tomatoes with Italian and Ranch Dressing/
Roasted Pork Tenderloin Teriyaki Flavored with Ginger and Water Chestnut Sauce/Chef ’s choice of Starch/Fresh Seasonal Vegetables/Fresh Baked Rolls
with Butter/Apple Strudel/Coffee, Ice Tea
Friday Quick Start (Granada B) 7:00AM
Variety of Juices/Assortment of Fresh Melons and Berries/Fruit Flavored Yogurts/Assorted Cold Cereals served with Milk/Assortment of Breakfast Pastries/
Coffee/Ice Tea
Friday Brunch (Marbella) 11:00AM
Horseshoe Bend Brunch-Orange Juice, Tomato Juice/Sliced Melons and Fruits and Berries/Mixed Greens with Aged Balsamic Vinaigrette and Buttermilk
Dressings/Belgian Waffles with Warm Vermont Maple Syrup/Apple-wood Smoked Bacon/Griddle Sausage/Home Fried Breakfast Potatoes/Garlic and
Rosemary Grilled Chicken with Artichokes, Kalamata Olives and Portabella Mushrooms/Salmon Tapenade/Wild Rice Pilaf/Fresh Seasonal Vegetables/
Basket of Fresh Baked Muffins, Danish, Flaky Croissants and Bagels, Sweet Butter, Preserves, Cream Cheese/Freshly Brewed Coffee, Herbal Teas
*Cash Bar and DJ will be at both evening events (Wednesday night in Granada C and Thursday night Marbella)
15
MASFAP C onference A genda 2014
Wednesday, November 5, 2014
9:00AM – 2:00PM
MASFAP Board Meeting
Lookout
11:30AM – 1:00PM
Newcomer Tour followed by Lunch with the 2014 and 2015 Board Members
Granada Foyer/Meet at the Registration Table
12:00PM – 5:00PM
Registration Open
Granada Foyer
1:00PM – 5:00PM
Exhibit Area Open
Granada A/B
1:00PM – 2:00PM
Newcomer Session
Valencia
2:15PM – 3:30PM
Keynote Speaker – Kim Becking
Granada C
Resign as General Manager of the Universe: Finding Balance in the Jungle of Financial Aid
For many of us, life is anything but balanced. It’s more like a colossal collision between the thousands of things
pulling at our time…the demands of work, home and everything in between…not to mention arms and legs if you
have kids. It's a jungle out there in the financial aid world too - a world full of change, uncertainty and at times,
chaos. In this session, Kim shares her own lessons learned about balancing the chaos of life through the demands
of being a wife, mom, friend, cancer survivor, passionate volunteer, entrepreneur, as well as dozens of other hats she
wears. Learn the five steps to “resigning as general manager of the universe”: saying no, setting priorities, delegating
more, eliminating things that drain us, and taking “me” time. You will leave “resigning as general manager of the
universe” and with a renewed sense of empowerment by taking back your own life, one in which you are thriving
instead of simply surviving.
3:45PM – 4:30PM
INTEREST SESSIONS
3:45PM – 4:30PM
Packaging: Lions, Tigers, Pumas, and Cheetahs. ………..Similar but so different.
Madrid
We call cats-cats and we call packaging-packaging, but what does that really mean? Are we similar or are we
different? This session discusses different packaging philosophies used at a large public and a tiny private four-year
college.
Presenters: Nicholas Prewett, Director of Financial Aid, University of Missouri-Columbia
16
Crystal Bruntz, Director of Financial Aid, Avila University
Moderator: Regina Morris, Assistant Director, Three Rivers Community College
3:45PM – 4:30PM
You’re Gonna Hear Me Roar: Utilizing Work-Study Students and Social Media to Champion Customer Valencia
Service in your FA Office
Student-focused customer service tips for inside the office and out on safari! How to make learning about
financial aid awarding policies fun and motivate your work-study students to find the Eye of the Tiger, become a
fighter and dance through difficult customer service situations, and get your message out louder than a lion to students through social media.
Presenters: Nina Wilson-Keenan, Senior Advisor/Peer Advisor Coordinator, University of Missouri-Columbia
Mariah Hibbard, Advisor/Social Media Specialist, University of Missouri-Columbia
Moderator: Bridgette Betz, Director of Student Financial Assistance, Missouri University of Science and Technology
3:45PM – 4:30PM
What Keeps You Up At Night - Directors Roundtable
Sea Chase You are in the jungle and something suddenly hits you in the head…was that a rock, a falling tree branch or is the sky really falling? Directors have a great deal to worry about, so come find out what keeps directors up at night and
the things that should be keeping directors up at night. This is a facilitated round-table type of presentation.
Presenters: Scott Young, Director of Financial Aid, University of Missouri-Kansas City
Becca Diskin, Director of Financial Aid, Missouri Southern State University
Moderator: Dave Rice, Associate Director, Saint Louis University
3:45PM – 4:30PM The “Blonde” Version of Bankruptcy
Barcelona
I am not an attorney nor do I play one on TV. This is a light-hearted jungle expedition on bankruptcy and best practices from a Higher Ed perspective.
Presenter: Verona Lambert, Director of Student Accounts, Southwest Missouri State University
Moderator: Melissa Findley, Foundation Manager and Outreach Strategies, Missouri Scholarship & Loan Foundation
3:45PM – 4:30PM Online Program Issues and Concerns
Escollo
This session is designed to discuss the On-Line Learning format from the viewpoint of the Financial Aid Office.
Come to discover the adventures of compliance obligations, some of the challenges and solutions that are used to manage this exotic format.
Presenter: Carla Boren, Director of Financial Aid, Park University
Moderator: Jamie Davis, Senior Manager, Columbia College
4:30PM – 5:00PM
2015 New Board Mingle
Granada Foyer
Come meet the 2015 MASFAP Board before dinner.
5:00PM – 5:45PM
Dinner & Conference Charity Guest Speakers
Granada A/B
Denny and Danna Hiner from the Lake of the Ozarks Idiots Club; Anne Wall, Director at Horizons (Alternative High School at Camdenton R-III School District); and a few students will join us for dinner to clarify what their
club name means and how this club is making an impact to kids in the lake area who live at or below poverty
level. During tonight’s community service YOU will have the opportunity to ROAR by making an impact to local students.
6:15PM
Community Service Activity and Teambuilding
Osage Beach Premium Outlets Answer the call of the wild! You will go bananas over this exotic adventure to the outlet mall. Make sure to sign up for
the event at the registration table, then you will be placed on a team, given a mission and cash to shop. Get ready for bunches of fun with the end result of helping students!
President Barnes Suite is open for socializing until 11:00pm, Room 6234!
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Thursday, November 6, 2014
7:30AM – 11:30AM
Registration Open
Granada Foyer
7:30AM – 4:00PM
Exhibit Area Open
Granada Foyer
7:30AM - 8:30AM
Breakfast
8:30AM - 9:30AM
General Session: Federal Update-What’s up at Congress and the Administration?
Granada A/B
Now that we know the election results and the make-up of the 114th Congress, what will next year look like? Be adventurous, swing by Granada for breakfast and a very timely update with mid-term elections this week and
a new Congress getting ready to look at Reauthorization. Discover first-hand from a Washington, D.C. expert how
the election results may impact schools, families and students.
Presenter: James Bergeron, President, National Council of Higher Education Resources (NCHER)
Moderator: Will Shaffner, Business Development and Government Relations, MOHELA
9:30AM – 9:45AM
BREAK
Granada Foyer
9:45AM – 10:30AM
INTEREST SESSIONS
9:45AM – 10:30AM
Verification: A Stroll through the Jungle
Escollo
Are you new to the financial aid jungle? Jump on this tour all about what verification is…Who gets verified…
How to verify…This basic verification expedition will focus on the documents needed to complete verification, forms, workflow process, and the difference between regular and QA verification.
Presenters: Megan DeWitt, Director of Financial Aid, North Central Community College
April Mason, Verification Coordinator, University of Missouri-Columbia
Moderator: Keely Knackstedt, Financial Aid Advisor, University of Missouri-Columbia
9:45AM – 10:30AM
All You Wanted to Know About DOE Program Reviews
Sea Chase
Go roaming through the jungle of a program review. A panel of schools that have had Department of Education
Program Reviews will be your tour guide by getting you ready for everything you need to know in case the Department comes knocking.
Presenters: Amy Hager, Director of Financial Aid, Moberly Area Community College
Sharon Abernathy, Director of Financial Aid, Columbia College
Sarah Bright, Director of Financial Aid, Jefferson College
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Moderator: Sara Edwards, Strategic Business Director, Inceptia
9:45AM – 10:30AM
Cash Management Regulations
Valencia
Federal Regulations require that Business Officers ensure Federal Financial Aid Regulatory Compliance when Federal Aid is posted and refunded, if appropriate, to their students’ Bursar Student Accounts. This session will
succinctly summarize these regulations and we will discuss common practices that ensure Federal Financial Aid - Business Officer regulatory compliance.
Presenter:Hal Deuser, Assistant Bursar, Webster University
Moderator: Jody Paterson, University Bursar, Webster University
9:45AM – 10:30AM
Grappling with Gainful Employment: Breaking Down and Understanding the New Gainful Employment Rule
Barcelona
As many in higher education are aware, on March 25 of this year, the U.S. Department of Education released
proposed “gainful employment” regulations, requiring, among other things, that non-degree programs satisfy certain performance metrics to be eligible for federal financial aid participation. The comment period for the proposed regulations ended May 27, and the strong expectation is that the final regulations will be issued before
November 1, 2014, to ensure that they can take effect by July 1, 2015. This session will examine the new rule
and its key requirements, and offer practical suggestions for managing such requirements going forward.
Presenter:Aaron Lacey, Partner, Thompson Coburn LLP.
Moderator: Kathy Dixon, Manager, Business Development and Account Executive, MOHELA
9:45AM – 10:30AM
Counseling Families on Education Financing
Madrid
With the rising concern over student borrowing and debt levels, now is the time to join our panel discussion which will detail what schools are doing to counsel families on their education financing options. The topics to
be discussed include college cost trends, importance of cohort default rates, recent recommendations on counseling and best practices from the field.
Presenters: Mariah Hibbard, Financial Aid Advisor, University of Missouri-Columbia
Rachel Smith, Registration & Financial Services Manager, Columbia College
Laura Steinbeck, Director, Business Development, Sallie Mae
Moderator: Kim Stonecipher-Fisher, Director of Financial Aid, Stephens College
10:40PM – 11:50 PM
INTEREST SESSIONS
10:40AM – 11:50AM
Federal Methodology – Where the Jungle Adventure Begins
Valencia
Designed for beginning financial aid officers, this session will provide an overview of the Federal Methodology
and the data elements used to calculate the Estimated Family Contribution (EFC). Time permitting, we will walk through an actual manual calculation. Please bring your calculators to this session.
Presenter:Will Shaffner, Director of Business Development and Government Relations, MOHELA
Moderator: Laura Milligan, Director of Financial Aid, Three Rivers Community College
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10:40AM – 11:50AM
Designing a Proactive Financial Aid Fraud Prevention Plan
Barcelona
The U.S. government has admitted that there are serious vulnerabilities in the federal student loan system, which
provided more than $101 billion in aid to college students in academic year 2012-13. Weaknesses in the loan
program could allow thousands of criminals to defraud the system. What steps can and should colleges and
universities take to defend against Direct Lending fraud? Hear about lessons learned and the steps one university took to develop a proactive financial aid fraud prevention plan.
Presenter:Vickie Fredrick, Associate Vice President & Assistant Treasurer, Webster University
Moderator: Sharon Abernathy, Director of Financial Aid, Columbia College
10:40AM – 11:50AM
What does a Business Office need from the Financial Aid Office?
Sea Chase
A former Financial Aid Director, who is now an Assistant Bursar, discusses the needs and wants of a Business Office from a Financial Aid Office. Don’t get caught in thick brush of the jungle, join in a group discussion and
share your experiences and perspectives as we take this safari across departments within our institutions.
Presenter: Hal Deuser, Assistant Bursar, Webster University
Moderator: Jody Paterson, University Bursar, Webster University
10:45AM – 11:50AM
Veterans Affairs: Discussion Panel
Escollo
Bring Veterans Affairs questions and have them answered by the Panel of VA School Officials and VA Office
Directors. This panel will lead the audience through a jungle of topics and possibly introduce you to a few new ways to handle the “animal” that is the VA. Presenters: Carol Fleisher, Director of Veterans Services, University of Missouri-Columbia
John Matthews, Director of Financial Aid and Veteran Services, State Fair Community College
Donna Bodenhamer, Director of Student Accounts, University of Central Missouri
Moderator: Matthew Boyd, Financial Aid Specialist, William Jewell College
10:40AM – 11:50AM
One Thing 100% of Schools Should Care About: Tending to Your Default Rate and Crafting an
Madrid
Effective Default Prevention Plan
Tending to your default rate: Student loan default isn’t strictly a student issue or a financial aid issue. Rather it
affects everything from enrollment to graduation rates. With nearly every campus in poor standing, schools are
scrambling to figure out how to minimize the risk associated with high loan default rates. Take this expedition
to learn how you can reverse the default outcome early by harnessing big data to shape effective financial
education and communication strategies that put students, and your campus, on the right track for financial
success. Default Prevention Plan: This session will go over the benefits of having a default prevention for your school as well as discuss the '3-A' approach to executing an effective default prevention plan.
Presenters: Sara Edwards, Strategic Business Director, Inceptia
Becky Davis, Senior Marketing Associate, Great Lakes
Moderator: Jeff Ford, College Director of Financial Aid, Ozarks Technical Community College
12:00PM – 1:30PM
Lunch/MASFAA Update/Business Meeting/MASFAP Website Overview
Granada A/B
1:45PM – 2:30PM
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INTEREST SESSIONS
1:45 PM – 2:30PM
SAP – A Wonderful Guided Safari
Madrid
This presentation will cover how SAP policy and procedures are created and communicated to your students and
across campus. Join us on this safari through the monkey habitat as we guide you through best practices and
prevent you from dealing with any monkey business from your students and any game wardens from the DOE. Presenters: Angela Karlin, Director of Student Financial Assistance, University of Central Missouri
Marilyn Baker, Director of Financial Aid, Missouri Western State
Moderator: Andrea Bluhm, Financial Aid Office Manager/VA Certifying Official, Avila University
1:45PM – 2:30PM
Personnel Issues – Directors Roundtable
Sea Chase
The jungle is made up of many types of creatures, and some get along while others eat each other. A financial aid
office can often resemble a jungle. Join this roundtable adventure to discuss a variety of personnel issues and the
lengths directors must go to in order to maintain a working environment.
Presenters: Kathy Elsa, Director of Financial Aid, Truman State
Nick Prewett, Director of Financial Aid, University of Missouri-Columbia
Moderator: John Brandt, Director of Student Financial Services, Missouri Baptist University
1:45PM – 2:30PM
Tracking Service on a Shoestring
Valencia
Shrinking university budgets can put a strain on funding technology. We’ll use our binoculars in this session to
highlight two "home grown" technologies that track student service requests.
Presenters: Verona Lambert, Director of Student Accounts, Southwest Missouri State University
Donna Bodenhamer, Director of Student Accounts, University of Central Missouri
Moderator: Mitch Hess, Manager of Cashiering, University of Missouri-St. Louis
1:45PM – 2:30PM
Lost in the Jungle – Unusual Verification Scenarios
Barcelona
Have you ever been lost in the jungle at night? With eerie sounds from the depths sneaking up on you……… And
you have no idea what they are!? Sometimes we encounter unique and unusual verification scenarios that make
us feel lost and confused and sometimes afraid of what might be lurking in the shadows. This is an inter-advanced
verification session that focuses on those unique situations that leave you scared, cold, and alone…scratching your
head in the dark. Don’t be alone. Come with an open mind and the most unusual scenario you have encountered
for our panelists. Enjoy a game of What Would You Do? As we discuss decision-making and rationale for these
unusual situations.
Presenters: Justin Chase Brown, Associate Director of Financial Aid, University of Missouri-Columbia
Dan Holt, Director of Financial Aid, William Jewell College
Lisa McDow, Financial Aid Assistant, Truman State University
Moderator: Kristen Gibbs, Director of Financial Aid, Central Methodist University
1:45PM – 2:30PM 150% Subsidized Limits Panel
Escolla
150% Subsidized Loan Eligibility is an adventurous topic and one that many of us are feeling a bit lost in the jungle
on. Attend this session for an open discussion on this new regulation and bring your questions to ask the panelists
and audience members as well.
Presenters: Chelsey Giles, Associate Director of Financial Aid, Missouri State University
Scott Young, Director of Financial Aid, University of Missouri-Kansas City
Dena Norris, Director of Student Financial Services, Metropolitan Community College
Moderator: Tracy Wilson, Financial Aid Manager, Missouri S&T
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2:30PM – 3:00PM
Break
3:00PM – 3:45PM
INTEREST SESSIONS
3:00PM – 3:45PM
Rawr….or R2T4!!!
Valencia
What do you find scarier? Lions and Tigers and Bears or R2T4!?!? Come to this session to learn or review the basics
of R2T4. If Financial Aid is the jungle then R2T4 is the creepy noises of the night that pop up and surprise you
when you least expect it!
Presenter:Crystal Bruntz, Director of Financial Aid, Avila University
Moderator: Dan Dick, Quality Assurance Specialist, Saint Louis University
3:00PM – 3:45PM
Financial Aid Director and D.C. – What should you know?
Escollo
Come listen to a true insider from the House Committee on Education and the Workforce. Serving as the Director
of Education and Human Services Policy and other roles, James has over nine years of Committee work experience
in addition to his experience working for Representative Buck McKeon’s and Bob Livingston’s personal office. James will share with you how the staff you meet with react to your meetings and how things really move through
the legislative process to become law. Just in time for Reauthorization, this session will help us all advocate more
successfully and effectively for our students, our institutions and financial aid in general.
Presenter:James Bergeron, President, National Council of Higher Education Resources (NCHER)
Moderator: Will Shaffner, Director of Business Development and Government Relations, MOHELA
3:00PM – 3:45PM
Empowering Students to make Sound Financial Decisions
Sea Chase
This session will discuss giving students the tools and encouragement to take ownership of their college finances.
Provide tips for navigating the financial aid process, debt management, managing school related expenses and
communicating with their Financial Services department.
Presenter:Linda Williams, Sr. Financial Counselor, Southeast Missouri State University
Moderator: Egbar Ozenkoski, Financial Counselor, Southeast Missouri State University
3:00PM – 3:45PM
Tax Talk - Filing Thresholds and Filing Status
Barcelona
Known in higher education circles as the “tax detective” Jim Briggs is a CPA, trainer, consultant and coach. He has
spent over 30 years providing sophisticated training to thousands of financial aid officers at hundreds of different
colleges. In this session Jim will address the dos and don’ts of tax filing status, tax filing thresholds and what we as
financial aid administrators need to know. If you process Verification in your office you won’t want to miss this
session!
Presenters: Jim Briggs, Tax Detective, Reducing College Costs
Moderator: Angela Karlin, Director of Student Financial Assistance, University of Central Missouri
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3:00PM – 3:45PM
Consumer Information Boot Camp
Madrid
In recent years, the U.S. Department of Education, state authorizing agencies, and accreditors all have introduced
additional consumer information disclosure requirements for institutions of higher education. This session explores
strategies for managing this expanding universe of annual disclosure and reporting obligations. The presentation
will cover the best format and design for disclosures, which key disclosures may be paired together and when and
how during the year various key disclosures might be made. The goal of the presentation is to provide attendees
with a framework for managing burgeoning consumer information requirements in as effective and cost-efficient
manner as possible.
Presenter:Aaron Lacey, Partner, Thompson Coburn LLP.
Moderator: Julie Finn, Relationship Manager, First Marblehead
4:00PM – 4:45PM
Peer GroupsRoomModerator
Public 4-year ValenciaKaren Walker
Private/ICUM’s/TheologySea ChaseJohn Brandt
Community CollegeEscolloKaren Griffin
Proprietary/Technical CareerMadridLindsay Bridgeman
Business Officers
Associate Granada A/BWill Shaffner
5:15PM – 5:45PM
Vendor/Associate Member Reception (invitation only)
Granada C
Donna Bodenhamer
President Barnes Room, Room 6234
6:00PM – 7:30PM
Bob Berger Newcomer Award Dinner
Granada A/B
Celebrating the late Mr. Bob Berger and past award recipients. The Committee of the Year, President’s Award and
Missouri Award recipients will be announced.
7:30PM
Evening Activity
Marbella
MASFAP’s gone WILD with a PAINTING PARTY and you’re invited to join us in some colorful fun as we sweep
our brushes across a blank canvas and end with a work of art. NO EXPERIENCE REQUIRED.
President Barnes Suite is open for socializing until 11:00pm, Room 6234!
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FRIDAY, NOVEMBER 7, 2014
7:00AM – 8:00AM
Quick Start Breakfast
Granada B
8:00AM – 9:00AM
Speed Sessions
Granada C
9:00AM – 9:50AM
General Session: Federal Update-What’s up at NASFAA?
Granada B
This session will provide updates on progress toward reauthorization of the Higher Education Act, including recent
bills introduced and passed 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: Jesse O’Connell, Assistant Director, Federal Relations, NASFAA
Moderator: Crystal Bruntz, Director of Financial Aid, Avila University
10:00AM – 10:45AM
INTEREST SESSIONS
10:00AM – 10:45AM
Jungle Tour for Beginners
Malaga
Learn the basics of financial aid and gain an understanding of how different programs work and how financial
need is determined. This session will review how students apply for financial aid and how the Free Application
for Federal Student Aid (FAFSA) fits into the application process to help you better respond to the needs of your
students and help them see that a college education is possible. Soon you will be the King of the Jungle!
Presenter:Becky Davis, Senior Marketing Associate, Great Lakes
Moderator: Karen Thompson, Technical Services Coordinator, Lincoln University
10:00AM – 10:45AM
Eligibility Documents/Reports
Madrid
PPA, ECAR, FISAP..…..and the list goes on and on. Do you need to know when/how/why these reports should
be completed, and what should be included? Do you have a new program that needs to be approved? This session is designed to provide helpful information needed to guide you through the jungle of reporting requirements and
eligibility documents that must be completed for federal aid participation.
Presenters:: Amy Hager, Director of Financial Aid, Moberly Area Community College
Nicholas Prewett, Director of Financial Aid, University of Missouri-Columbia
Moderator: April Young, Financial Aid Specialist, Moberly Area Community College
10:00AM – 10:45AM
Developing the One Stop
Barcelona
How can we serve our students and still navigate the jungle of accountability standards of the institution? This
interactive panel discussion will discuss the need for change at both public and private institutions.
Presenters: Donna Bodenhamer, Director of Student Accounts, University of Central Missouri
Rachel Smith, Financial Aid Manager, Columbia College
Verona Lambert, Director of Student Accounts, Southeast Missouri State University
Matthew Boyd, Financial Aid Specialist, William Jewell College
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Moderator: Donna Bondenhamer, Director of Student Accounts, University of Central Missouri
10:00AM – 10:45AM
Guide through the Direct Loan Reconciliation Jungle
Sea Chase
Does monthly Direct Loan Reconciliation make you feel like you are lost in the jungle? In this session you will learn
tips and tricks to make your reconciliation process a walk in the park. You'll even learn how you can balance your
Direct Loan program every day!!
Presenter:Ashley Binggeli, Coordinator of Student Loan Program, University of Central Missouri
Moderator: Karen Walker, Director of Financial Aid, Southeast Missouri State University
10:00AM – 10:45AM
The IRS Data Retrieval Tool, Tax Transcripts and More!
Lookout “Tax Detective” Jim Briggs will walk us through the IRS Data Retrieval Tool, Tax Transcripts and some of the
special circumstances that arise for each. Bring your unusual verification scenarios and questions to this session as
there will be a lot of room for open discussion!
Presenter:Jim Briggs, Tax Detective, Reducing College Costs
Moderator: Caroline Falkner, Sr. Financial Aid Coordinator, Avila University
11:00AMBrunch
Marbella
General Session: State Update
Swinging from branch to branch as you follow MDHE and the higher education news of Missouri. The Missouri Department of Higher Education is undertaking a variety of important initiatives to help Missouri increase the
percentage of its citizens with a postsecondary credential. Additionally, higher education continues to garner
considerable attention from state policy makers. Conclude the Fall Conference with us and hear about projects such
as reverse transfer, issues that may be considered during the 2015 legislative session, hot topics in state aid, and
more.
Presenter:Leroy Wade, Deputy Commissioner, Missouri Department of Higher Education
Moderator: Crystal Bruntz, Director of Financial Aid, Avila University
11:45AM
Attendance Prizes, Scholarship Drawing and Passing of the Gavel
Marbella
12:00PM
Malaga
Leadership Symposium
Safe tra
IT’S A
vels hom
e!
OUT THERE
MASFAP FALL CONFERENCE NOVEMBER 5 - 7, 2014
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Upcoming Events
3 FSA Training Conference | Atlanta, GA | December 1-5, 2014
3 NASFAA Conference | New Orleans, LA, | July 19-22, 2015
3 MASFAA Conference | Coralville, IA | October 4-7, 2015
3 MASFAP Conference | November 9-11, 2015
Keep an eye on MASFAP communications for more upcoming events!
Hang in there till
next time!
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FAFSA Frenzy is a program of
College Goal SundaySM.
Help the Missouri Department of Higher Education in building Missouri’s
future by degrees by volunteering at a 2015 FAFSA Frenzy site. These
important events will assist Missouri students and families in submitting
their 2015–16 FAFSA, helping them achieve their education dreams.
Visit the MDHE booth to complete your volunteer registration form and
see a list of sites. Financial aid officers volunteering at the conference will
receive a thank-you gift bag.
Note: You may also visit dhe.mo.gov/ppc/collegegoalsundayFAO.php
after the conference to volunteer for FAFSA Frenzy.
The College Goal SundaySM program was created
by the Indiana Student Financial Aid Association
with funding from Lilly Endowment, Inc. and with
supplemental support from Lumina Foundation for
Education. The program is managed by USA Funds.
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NOTES
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We thank all our sponsors for
your continued support!
YONE
ER
V
E
We hope to see
again next year!!
10/29/14 kbd d