Trevor Summers | Dec. 2014 U.S. Department of Education 2014 FSA Training Conference for Financial Aid Professionals Welcome To Your First FSA Training.

Slides:



Advertisements
Similar presentations
Trevor Summers | Nov U.S. Department of Education 2012 Fall Conference Welcome to Your First FSA Conference Session 1.
Advertisements

David Bartlett and Byron Scott | Nov U.S. Department of Education 2012 Fall Conference Foreign Schools Orientation to the FSA Conference Session.
Deborah Agee & Gloria DeLeon Assistant Directors Student Financial Services The University of Texas at Austin.
Session 43 Financial Aid For Technical Staff Wood Mason.
Financial Aid Information Session. Agenda Application Process How is aid determined? What are the different types of financial aid? Billing Procedures.
Presented by: Office of Financial Aid. A4400 UNIVERSITY CENTER TALLAHASSEE, FL Office Hours 8:30 AM-5:00 PM PHONE – (850) FAX - (850)
Catherine Metcalf | Dec U.S. Department of Education 2014 FSA Training Conference for Financial Aid Professionals Introducing the FSA ID - The FSA.
Session T–04 Financial Aid For Technical Staff Wood Mason U.S. Department of Education.
HOW TO SURVIVE THE FINANCIAL AID PROCCESS THINGS YOU MAY ALREADY KNOW AND PROBABLY SOME YOU DON’T!
Orientation to the FSA Training Conference and Foreign Schools Staff
Provided by Discussion Topics  Types of Aid  How to Apply  How aid is awarded.
MORGAN A. KELLY ASSOCIATE DIRECTOR STUDENT FINANCIAL ASSISTANCE SACRED HEART UNIVERSITY College Financial Aid Night.
For College Faculty and Student Services Staff. We’re All In This Together!
N EXT S TEPS TO C OMPLETE THE F INANCIAL A ID P ROCESS 2012 Parent Programs.
Session 39 The Big Picture Linda Burkhardt Kevin Campbell.
Student Financial Assistance. Session 40-2 Session 40 Web Tools: SFA Self-Assessment/ Compliance Modules.
Session #29 Foreign Schools R2T4 Greg Martin Byron Scott U.S. Department of Education.
Return of Title IV Funds R2T4 NYSFAAA REGION VII PRESENTER DEBRA HANSEN STONY BROOK UNIVERSITY.
College Financial Aid Night
Fall 2012 Open House. Scholarships Institutional aid Federal student aid The aid application process Topics for Discussion:
1 What College Bound Students Need to Know After They File the FAFSA 2013.
Dr. Ray Hoheisel, Board Chairman School Year.
Session FF-02 The Big Picture Michael Roberts Angela Smith U.S. Department of Education.
National Association of Student Financial Aid Administrators Presents … © 2014 NASFAA What You Need to Know About Financial Aid.
Financial Aid Types of Financial Aid  Grants – funds from Federal and State resources that DO NOT require repayment  Scholarships – State,
Jennifer Ryder | Nov U.S. Department of Education 2012 Fall Conference Loan Counseling Tools Session 9.
PORTLAND HIGH SCHOOL Wednesday, December 8,
Advising Council: Financial Aid Update P RESENTED BY K AMIA “M IA ” M WANGO J UNE 11, 2015.
Federal Update Janet Dodson. July 1 The measure prohibits first disbursements of Federal Family Education Loan Program loans after June 30. Allocate $61.
Financial Aid Forensics Top Audit Findings Expose the Hidden Liabilities in Your Institution 44 th Annual EASFAA Conference May 16-19, 2010 Susan ProulxSheri.
Return of Title IV Funds: Solving the Mystery Ann Marie Gruber Lakeland Community College
National Association of Student Financial Aid Administrators Presents … © NASFAA 2011 Return of Title IV Funds.
2012 OrACRAO Meeting Sunriver Resort, Sunriver, Oregon Kathy Campbell, Dean of Enrollment Services and Financial Aid, Chemeketa Community College; Mike.
Introduction to Financial Aid Presented by: Tara Felton Presented to: ANZFAA, Melbourne VIC Date: October, 2014.
1 Walking through Federal Student Aid Web Sites NCASFAA/SCASFAA Fall Conference 2006 November 6-9, 2006 Asheville, NC.
Financial Aid Profile Day 
Anita Olivencia | Dec U.S. Department of Education 2013 FSA Training Conference for Financial Aid Professionals Foreign Schools Update on FSA Systems.
Welcome to Your First FSA Conference! Trevor Summers, U.S. Department of Education Deborah Tarpley, U.S. Department of Education Annmarie Weisman, U.S.
Financial Aid Types of Financial Aid  Grants – funds from Federal and State resources that DO NOT have to be repaid  Scholarships – State,
Session 44 Direct Loan A-Z Julie Aloisio. 2 Topics of Discussion Brief History of Student Aid Basic Overview of the Direct Loan Program Direct Loan Processing.
Finding Money for College Basics of Financial Aid and the FAFSA Susan Bryant Financial Aid Officer Chattahoochee Valley Community College.
MORGAN A. KELLY DIRECTOR, STUDENT FINANCIAL ASSISTANCE SACRED HEART UNIVERSITY College Financial Aid Night.
University of Missouri Financial Aid 11 Jesse Hall Columbia, MO / (MO,KS,IL)
Financing your Education How am I going to pay for this? The Free Application for Federal Student Aid (FAFSA) If applying for Financial Aid, this form.
Session 16 So, This Is Your First Federal Student Aid Conference…
Financial Aid & College Financing Copyright ® 2015 Finance Authority of Maine.
Trevor Summers | Dec U.S. Department of Education 2015 FSA Training Conference for Financial Aid Professionals Welcome To Your First FSA Training.
Title IV Administration is a Team Sport
NYSFAAA Leadership Preparation Program Reviews October 16, 2015 Thomas J. Dalton Assistant Vice-President, Enrollment Management Excelsior College.
So, This Is Your First FSA Conference? A guide to getting the most out of the experience… Session 27.
Session 32 Free Application for Federal Student Aid Thomas Threlkeld Anita O. Wojick.
Financial Aid Information Award Year Admitted Student Day 1.
Financial Aid Information Session  Application Process  How Aid is Determined  Different Types of Financial aid.
30 minutes could save you thousands FINANCIAL AID.
Trevor Summers | Dec U.S. Department of Education 2013 FSA Training Conference for Financial Aid Professionals Welcome To Your First FSA Training.
Getting It Right Together Terri Shaw and Kay Jacks March 22, 2005.
WVU STUDENT EMPLOYMENT AND HOW IT WORKS SPRING 2014.
WELCOME Financial Aid Overview Office of Student Financial Aid 0210 Beardshear Hall (515)
Federal Reviews: What to Expect Laura Lawrence Lavonne Juhl.
Interpreting Financial Aid Awards Presented by: Laura Meek Director of Financial Aid Ohio Dominican University.
CBS Financial Aid Orientation Staff ShaToi Newell, Financial Aid Advisor Services Financial aid awarding Federal.
FINANCIAL AID Topics We Will Discuss Tonight What is financial aid? Where to get started-Free Application for Federal Student Aid (FAFSA) Cost.
College Search 101. Purpose Why attend college? Advice for the admissions search process Timeline for admissions process Questions?
SOUTHEASTERN LOUISIANA UNIVERSITY
student Financial aid “A Progress Report” Accomplishments
SOUTHEASTERN LOUISIANA UNIVERSITY
Texas A&M Advisor Training and Engagement
Graduate Financial Aid Information Session Jennifer Baughn Associate Director - Graduate and Professional Programs
Your Guide to Financial Aid
Navigating the Financial Aid Process
Presentation transcript:

Trevor Summers | Dec U.S. Department of Education 2014 FSA Training Conference for Financial Aid Professionals Welcome To Your First FSA Training Conference Session #1

Welcome to the FSA Conference 57+ breakout session topics, most offered multiple times 9 breakout time slots today, Wednesday and Thursday 6 breakout time slots Friday 4 General Sessions – Every morning from 8:30 a.m. to 10:15 a.m. 7 Birds of a Feather sessions We are expecting over 5,200 participants! 2

Who Attends the Conference? Financial Aid Administrators Admissions Officers Bursars Officers Foreign School Administrators Loan Servicers Senior Ed Officials Private Auditors/Accountants Financial Aid Rookies Financial Aid Veterans 3

What to Expect… Conference registration is in the GWCC Registration Hall, between Buildings A & B, Level 4 Message board in registration area The GWCC will have food and beverages for sale in the GWCC Food Court (Exhibit Hall A2, Building A, Level 1) Coffee carts throughout GWCC Lunch on your own Restaurant list in your program No designated lunch or break period(s) Announcements/updates in General Sessions 4

What to Expect… Breakout Sessions have staggered start and end times to better accommodate traffic flow (see schedule) Focus on every other line of agenda for planning All sessions will be in Buildings A or B Room number will tell you which building and floor to go to Example: Room A313 is in Building A, third floor 5

Need Help? ED Staff Red Shirts -or- Blue Ribbons on name badges Send questions to: Follow the conference via using the hash tag #FSATC2014 Write a hand written question and drop it in the box at registration 6

General Sessions General Session 1 - Welcome and Federal Update Tuesday (today) 8:30 a.m. – 10:15 a.m. General Session 2 – FAFSA ® & Application Processing Update Wednesday and Thursday 8:30 a.m. – 10:15 a.m. General Session 3 – Verification and Unusual Enrollment History Wednesday 2:00 p.m. - 3:15 p.m. and Friday 8:30 a.m. - 10:15 a.m. General Session 4 – Overview of 150% Direct Subsidized Loan Limits Wednesday and Thursday 8:30 a.m. – 10:15 a.m. 7

Eligibility 8 # 2 Basics of Student Eligibility # 3 Basics of Satisfactory Academic Progress # 26 FSA Assessments: A Tool to Enhance Compliance # 33 Program Review Essentials & Top 10 Compliance Findings # 34 How FAAs Report Changes Impacting Institutional Eligibility # 42 State Authorization Requirements

Consumer Information 9 # 30 Gainful Employment Disclosures # 31 Consumer Disclosure Requirements and Tools # 35 Plug & Play: FSA’s Easy-to-Use Resources to Effectively Engage Students & Families # 37 Financial Literary Resources and Updates: What Student Borrowers Need to Know # 38 Understanding Federal Aid Policy and Practice for Unaccompanied Homeless Youth # 43 What You Need to Know About Education Tax Benefits # 57 Introducing the FSA ID -- The FSA PIN Replacement

Processing Information 10 # 7 Basics of R2T4 Using Credit-Hour Calendar # 8 Basics of R2T4 Using Clock-Hour Calendar # 9 Basics of Determining Academic Calendars (Standard, Non-Standard, and Non-Term) # 12 FSA Information Systems – The Big Picture # 13 Return of Title IV Funds – Programs of Study Taught in Modules # 21 All About Modules # 39 Demonstrating Expected Family Contribution (EFC) Hand-Calculations # 49 What You Need to Know about the IRS Tax Return Transcript Process

Loans and Loan Servicing 11 # 4 Basics of Direct Loans: Credit Hours and Standard Terms # 5 Basics of Direct Loans: Clock Hours # 15 Loan Counseling Tools # 17 Federal Loan Servicing Update # 19 Direct Loan Processing: Making COD Work for You # 20 PLUS Processing A to Z

Loans and Loan Servicing 12 # 24 School Tools for Aversion and Default Management # 25 Understanding and Managing the CDR Challenge and Appeal Process # % – A Life Cycle View # 28 Income-Driven Repayment Plans and Public Service Loan Forgiveness # 36 Creating a Successful Student Loan Experience # 44 Direct Loan Consolidation Update

COD and NSLDS 13 # 16 Common Origination and Disbursement (COD) System Update # 22 NSLDS® Update # 23 NSLDS® 2014 Enrollment Reporting # 58 Gainful Employment Reporting to NSLDS®

Grants and Cash Management 14 # 10 Calculating Pell Grants: Credit-Hour Programs # 11 Calculating Pell Grants: Clock-Hour and Non-Term # 14 Managing Title IV Funds: Follow the Money # 18 Title IV Reconciliation: Agreement, Accountability, and Action

Other Important Topics 15 # 6 Basics of Campus-Based Programs # 29 Open Forum # 32 Complying with the Clery Act: Practical Advice for FAAs # 40 Computers, Privacy, and Data Protection # 41 Experimental Sites – by invitation only # 45 FISAP/Campus-Based Update

Hands-On Sessions 16 # 46 FSA Assessments on the Web Hands-On # 47 NSLDS® Hands-On # 48 COD Hands-On -60 PCs for 120 attendees, as well as extra chairs to sit and observe the session -Offered eleven times throughout the conference-

Foreign Schools 17 # 50 Orientation to the FSA Training Conference and Foreign School Staff # 51 Foreign Schools: Awarding Loans # 52 Foreign Schools: Program Integrity # 53 Foreign Schools: Reconciliation # 54 Foreign Schools: Direct Loans and the COD System # 55 Foreign Schools: Medical, Veterinary, Nursing Programs Update # 56 Foreign Schools Update and Q&A

Birds of a Feather Networking Sessions 18 # 1 Minority-Serving Institutions (MSI) # 2 Community Colleges # 3 Graduate and Professional Schools # 4 Bursars and Business Officers # 5 Experimental Sites - Pell Grant Experiments # 6 Experimental Sites – Direct Loan Experiments # 7 For-Profit Institutions Don’t Miss!

Visit the Resource Center* Ask-a-Fed eCampus Based E-App and School Eligibility COD NSLDS® Federal Loan Servicers Challenge and Appeal CDR 11 booths replete with subject matter experts! Building A, Level 3 Open Foyer Default Management Plans ISIR Analysis Tool, ESI Data Collection, FSA Assessments SAIG Enrollment, EDE Express & FAA Access to CPS Online Foreign Schools Ask-a-Fed *Closed during the morning General Sessions 19

Logistical Tips Get familiar with Convention Center map Plan smart for General Sessions Check location of your next session Use 15 minute break between each session Sit strategically for quick escape Have back-up choices Consider alternative time slot Wear comfortable shoes - You’ll walk a lot Get outside for some fresh air 20

Don’t Forget to….. Relax Be friendly Make a new contact and stay in touch Visit the Resource Center Ask questions Don’t be intimidated Start or continue the journey of becoming a Title IV expert Print your boarding pass on Thursday or Friday at on-site registration desk or in hotel lobby 21

QUESTIONS? 22