1. Leadership in the Financial Aid Profession Presented by: Aaron Steffens – MASFAA Past President Luther College June 27, 2016

2. Purpose Of This Presentation  Provide definition of a leader  Learn about your organization  Discuss structure of our professional organizations  Means of getting members involved  Paths of involvement  Helpful hints related to leading

3. Benefits: An Understanding of …  How to become a leader in our professional associations  How our associations recruit volunteers and leaders  Why it is important to be a leader

4. What is a Leader? A person who influences a group of people towards the achievement of a common goal* *Definition found on the Internet at the following website address: www.vtaide.com/gleanings/leader

5. How Do You Define a Leader?  Definitions of a leader will vary among individuals  No leader will have all desired qualities  Strong leaders will focus in and capitalize on their true strengths

6. Leader vs. Manager  A leader’s power is based on influence, not necessarily position  Leaders deal with change while managers deals with complexity and detail  Leaders cultivate relationships and managers establish and maintain direction  Information on this slide is attributed to Daryl Price

7. Critical Leadership Skills  According to the book “You’re The Director” published by NASFAA, the following are critical leadership skills:  Ability to communicate  Willingness to seek input  Providing balanced and timely feedback  Capacity to embrace change

8. Characteristics of a Leader  Achiever  Disciplined  Consistent  Responsible  Communicator  Competitive  Self-assured  Organized  Learner  Motivator  Strategic  Connected  Honest  Stable  Visionary  Compassionate  Focused  Charismatic  Inspirational  Analytical  Listener

9. Strengths & Weaknesses  Important to know your own strengths and weaknesses  Do those around you perceive your strengths and weaknesses in the same way?  Knowledge of strengths and weaknesses important in building team  Focus on strengths of team members to build their confidence levels

10. Why be a Leader?  Networking  Being in “the know” - Hearing things first and often  Develop skills for your own workplace  Earn respect back on campus  Serve as a good role model  Resume builder

11. Learn about the Organization Mission Statement  Overall goals of the organization  Identify within yourself how you fit into this mission Bylaws & Articles of Incorporation  Legal context of the organization Policy and Procedure Manual  Day to day operations of organization

12. Getting Involved  Start small – committee member or moderator  Always obtain your supervisor’s permission  Inquire about the time commitment  Do your part – hold true to any commitments you make

13. Methods of Volunteering  Can you volunteer through the organization’s website?  Paper volunteer forms available at a training or conference  Reach out to the committee chair or a member of the organization’s leadership team

14. MSFAA

15. MASFAA

16. NASFAA

17. Encouraging Volunteerism  Make it easy to volunteer  Actively engage with those who sign up to volunteer  Clearly define duties and time commitments  Break up assignments into manageable pieces  Conduct meetings via conference call and use electronic means of collaboration to reduce financial and time barriers

18. Leadership Development State Leadership Symposiums  Self nomination or invitation  Beginner or advance level MASFAA Leadership Symposium  Nomination by state presidents NASFAA Leadership Symposium  Generally state or regional leadership  New & aspiring director track/New EM track

19. Committee Member To Committee Chair  Next logical step in leadership progression is to assume chair role  Inquire about the time commitment  What is your reputation on the committee?  Is the current chair moving on?  Notify the person selecting chairs of your interest

20. Moderator To Presenter Start small through collaboration  Panel member  Co-presenter  State vs. Regional Conference Know your materials  Anticipate questions  If regulatory presentation, ask a federal trainer, respected colleague or NASFAA for assistance  Accurately depict your session in the description

21. Serving As An Officer  Do you meet the eligibility criteria established for the office?  Inquire about the time commitment  Being asked vs. self-nomination  Which office best meets your skill set and experiences?

22. Working Your Way To The Top  Why can’t I just start at the top?  No experience – meaning you don’t know how the organization conducts business  No history – time spent rehashing old issues  Alienation of others – especially if you have never been involved or served locally

23. Being A Good Steward To The Organization  Know your job description  Read meeting materials ahead of time  Attend meetings and pay attention during those meetings  Meet commitments

24. Duties Of Care, Loyalty, And Obedience  Standard expectations of being a board member of a non-profit board  Care – attend meetings, read reports, know about the organization  Loyalty – acting in the best interest of the organization  Obedience – making sure that your organization is following all laws and that there are enough resources allocated for the organization to accomplish its mission

25. Actions Speak Louder Than Words  Remember that you represent all of the following if you are a leader in an organization:  Yourself  Your Institution  Your Organization  Your Profession

26. Exit Strategy  Life Does Happen  Action required dependent on timing  Communication is Key  Notify leadership immediately  Decide on duty reduction or complete exit  Lack of action is not a viable option!

27. Importance Of Leaders  Guide the execution of an organization’s mission and strategic plan  Carry the organization into the future  Recruit new leadership  Serve as a “face” for the organization

28. Recommended Reading  “You’re The Director: A Guide To Leadership In Student Financial Aid” - published by NASFAA  “Strengths Based Leadership” – authored by Tom Rath and Barry Conchie

29. Aaron’s Challenge  Become a committee member or moderator in your state this year  Run for an office in your state organization  Many opportunities to also be a part of MASFAA  Committee Membership  Officer nominations in the early Spring

30. Questions ???

31. Thank You! Aaron Steffens stefaa01@luther.edu Please complete the session evaluation form.