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

2. 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

3. 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

4. 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

5. 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

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

7. 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

8. 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

9. 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

10. 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

11. 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

12. Loans and Loan Servicing 12 # 24 School Tools for Aversion and Default Management # 25 Understanding and Managing the CDR Challenge and Appeal Process # 27 150% – 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

13. 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®

14. 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

15. 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

16. 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-

17. 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

18. 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!

19. 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

20. 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

21. 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

22. QUESTIONS? 22