1. Trevor Summers | Dec. 2013 U.S. Department of Education 2013 FSA Training Conference for Financial Aid Professionals Welcome To Your First FSA Training Conference Session 1

2. Welcome to the FSA Conference 50+ 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 to 10:15 6 Birds of a Feather sessions We are expecting over 5,000 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 Mandalay Bay Foyer (level 2) Message board in registration area Hotel will have food and beverages for sale throughout the meeting space and in Bayside B (level 1) 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 on levels 2 or 3 Elevators are located in the Foyer of each level 5

6. Need Help? ED Staff Red Shirts Blue Ribbons on name badges Send questions to: conferencequestions@ed.govconferencequestions@ed.gov Follow the conference via Twitter @FSAconf using the hash tag #FSATC2013 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 8:30 a.m.– 9:45 a.m. Secretary Arne Duncan Wednesday 9:45 a.m.– 10:15 a.m. General Session 3 – Verification Thursday 8:30 a.m.– 10:15 a.m. General Session 4 – The Higher Education Act (HEA) Listening Session Friday 8:30 a.m.– 10:15 a.m. 7

8. Eligibility 8 # 3 Pell Grant Duration of Eligibility Limitation # 10 How FAAs Award and Disburse Title IV Funds Using Modules and How Types of Academic Terms (Standard, Non-Standard, Non-Term) Affect Title IV # 19 How FAAs Use the FSA Assessments to Find it, Fix it, and Enhance Compliance # 31 The Clery Act and Drug-Free Schools and Communities Act # 32 Top 10 Audit & Program Review Findings for FAAs # 33 How FAAs Report Changes Impacting Institutional Eligibility

9. Consumer Information 9 # 29 Consumer Disclosure Requirements for FAAs # 30 Tools to Support Higher Education Choice for FAAs # 34 What You Need to Know About Education Tax Credits and Deductions # 35 Consumer Information: FSA and IRS Expand Collaboration! # 36 How Schools Educate their Students about Financial Literacy # 39 How to Leverage FSA Resources to Drive Awareness and Increase Engagement with Students

10. Processing Information 10 # 2 Title IV Loan & Grant Funding Process # 5 COD Update for FAAs - Lecture # 8 Title IV Reconciliation: What You Need to Know # 9 PLUS Processing A to Z # 11 Direct Loan Processing Tips & Trouble-shooting # 20 Cash Management Requirements # 21 Return of Title IV Funds – Basic Training for FAAs New to R2T4 # 22 Return of Title IV Funds – Programs of Study Taught in Modules # 37 What FAAs Need to Know about FAFSA ® on the Web Skip Logic

11. Loans and Loan Servicing 11 # 4 Loan Counseling Tools # 7 Federal Loan Servicing Update # 23 Pay As You Earn and other Income-Driven Repayment Plans # 28 What FAAs Must Know About 150% Direct Subsidized Loan Limits # 38 Increasing Your Student Borrowers Repayment Success

12. NSLDS and Loan Default Information 12 # 12 NSLDS® Update - Lecture # 14 Understanding Borrower Aggregates on NSLDS # 15 NSLDS® 2014 Enrollment Reporting # 17 Strategies FAAs Need to Know About Managing Default # 18 3-Year CDR: Here and Beyond # 40 StudentAid.gov/NSLDS New User Interface – New Resources for Borrowers

13. Special Topics 13 # 24 Open Forum #1 Tuesday # 25 Open Forum #2 Wednesday # 26 Open Forum #3 Thursday # 27 Gainful Employment Disclosures & Template Demonstration # 41 Detecting, Protecting, Preventing and Reporting Identity and Computer Breaches # 51 The President's Higher Education Initiatives: College Value, Innovation, and Debt Management

14. Hands-On Sessions 14 # 6 COD Hands-On # 13 NSLDS® Hands-On -60 PCs/120 maximum attendees for these sessions- New this year, 95 additional seats for observing! -Offered seven times throughout the conference-

15. Birds of a Feather 15 # 1 Minority Serving Institutions (MSI) # 2 Community Colleges # 3 Graduate and Professional Schools # 4 Bursars and Business Officers # 5 Experimental Sites - Pell Grant Experiments 1 & 2 # 6 Experimental Sites – Direct Loan Experiments 3 - 6

16. Foreign Schools 16 # 42 Orientation to the Foreign Schools Participation Division & Orientation to the FSA conference # 43 Foreign Schools Medical, Veterinary, & Nursing Programs Update # 44 Foreign Schools Cash Management & R2T4 # 45 Foreign Schools Consumer Information # 46 Foreign Schools Cost Of Attendance # 47 Foreign Schools Student and Educational Program Eligibility Updates # 48 Foreign Schools Update on FSA Systems # 49 Foreign Schools COD from Start to Finish # 50 Foreign Schools Update and Q&A

17. Visit the Resource Center Ask-a-Fed Federal Loan Servicers NSLDS® Default Management/CDR COD COD Reconciliation 11 booths replete with subject matter experts! Palm Foyer-Level 3 2014-15 FOTW Demo G5 SAIG/EDconnect FSA Assessments/ISIR Analysis Tool/ESI Resources to Support your Outreach 17

18. 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 18

19. Don’t Forget to….. Relax Be friendly Make a new contact and stay in touch Visit the Resource Center (formerly PC Lab) 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 19

20. QUESTIONS? 20