2020 masfaa training program

2020 MASFAA Training Program

Mission Statement

The Midwest Association of Student Financial Aid Administrators (MASFAA) is a

regional organization of individuals engaged in or concerned with the ethical

administration and/or support of student financial aid. Our mission is to promote

and provide quality training and professional development opportunities, to

advocate and support financial aid programs, and to facilitate effective

communication and coordination among interrelated professional associations,

thereby serving the needs and interests of students and postsecondary institutions.

Purpose

A. To foster and promote standards of professional preparation for the financial aid

profession, and the appointment, effectiveness, recognition, and association of

student financial aid administrators and counselors in post-secondary

institutions and other public and private agencies and organizations concerned

with or engaged in the support and/or administration of student financial aid.

B. To serve the needs and interests of students, faculties, and administrations of

postsecondary institutions and of individuals and public and private agencies and

organizations concerned with or engaged in the support and/or administration of

student financial aid by promoting and facilitating the coordination of student

financial aid plans and programs and by advising and assisting them in the

promotion and development of effective programs of student financial aid.

C. To promote and facilitate communications between secondary and post-

secondary institutions and those organizations involved in the disbursement of

student financial aid funds.

D. To stimulate, promote, and conduct systematic studies

and research, cooperative experiments, education,

conferences, and such other related activities as are

desirable or necessary in fulfilling the purposes of the

regional, state, and national associations.

2

President’s Welcome Michelle Trame 2019-2020 MASFAA President

Dear MASFAA Colleagues:

It is my pleasure to welcome you to the “Month of MASFAA”, our version of the 2020 Midwest Association of Student Financial Aid Administrators annual conference.

The conference planning committees worked tirelessly throughout this past year, initially developing an excellent conference agenda that we planned to offer to you in person in Dearborn Michigan. When it became clear that we needed to move to a virtual conference format, they quickly switched gears and transitioned to the “Month of MASFAA.” Sue Swisher, Betsy Johnson and our entire conference program committee have developed sessions that feature timely subjects, inspiring speakers, and outstanding interest sessions. Cori Spain has created the technological infrastructure so that anyone in your office can participate in the sessions remotely. Please join me in saying “thank you” to the many people who have made this conference and these sessions possible.

This past year has been more challenging than many of us could have ever imagined. We moved our offices entirely online within a matter of days, we implemented the Federal CARES Act while guidance changed multiple times, all while continuing to serve our students. During the coming days and weeks, I hope that you find some time to relax and celebrate your accomplishments. I hope that you enjoy the sessions being offered. Please take a few minutes to reach out and say goodbye to our retirees who are listed in the program and congratulate our colleagues who are being recognized for their many years of service.

Enjoy the virtual conference and I look forward to seeing you next year in Milwaukee!

Michelle Trame 2019-20 MASFAA President Director University of Illinois at Urbana-Champaign

3

Officers

Michelle Trame – MASFAA President Director University of Illinois at Urbana-Champaign Chad Olson – MASFAA President-Elect Associate Director Iowa State University Sue Swisher – MASFAA Past President Executive Director of Financial Aid Saint Xavier University Kristin Bhaumik – MASFAA Vice President Associate Director University of Michigan—Ann Arbor Laura Rogers – MASFAA Secretary Associate Director University of Chicago Susan Teerink – MASFAA Treasurer Director Marquette University Nathan Lohr – MASFAA Treasurer-Elect Associate Director IUPUI

Delegates

Keyimani Alford – Delegate-At-Large Director of Financial Aid Madison Area Technical College Michelle Stipp – Delegate-At-Large Director Roosevelt University Karla Weber – Delegate-At-Large Communications Manager University of Wisconsin—Madison Alex Delonis – Delegate-At-Large Director of Financial Aid Wabash College

State Representatives Karen LeVeque – Illinois Director DePaul University Doug Hess – Indiana Director Purdue Fort Wayne Renae Armentrout– Iowa Associate Director Coe College Alisha Cederberg – Michigan Director Kalamazoo Valley Community College Carolyn Chesebrough – Minnesota Financial Aid Officer Rasmussen College Becca Diskin – Missouri Director Missouri Southern State University Andrea Morrow – Ohio Director Owens Community College Lake Tackett – West Virginia Associate Director Huntington Junior College Keyimani Alford – Wisconsin Director Madison Area Technical College

4

2019-2020 MASFAA Executive Council

5

Snapshot Training Schedule All times listed are Eastern Standard Time.

Thursday, October 1, 2020

2:00-3:30 MASFAA Welcome

Keynote Address

Tuesday, October 6, 2020

1:30-2:30 NASFAA Update

2:45-3:45 Town Hall

4:00-5:00 Implicit Bias


1:30-2:30 Professional Judgement: A Deep Dive

2:45-3:45 Working in the Gray

4:00-5:00 Say What?! Best Practices in Financial Aid Communications


1:30-2:30 SAP Panel

2:45-4:15 Federal Update


1:30-2:30 Becoming a Financial Aid Liaison

2:45-3:45 Student Success—An Integrated Approach

4:00-5:00 ISA 4 Years In


1:30-2:30 Foreign Gifts/Sources Reporting

2:45-3:45 Building Up Your Team: Developing a Professional Development Culture


1:30-2:30 Is Your Office GLBA Compliant?

2:45-3:45 Diversity

4:00-5:00 Financial Aid for Study Abroad Experiences


1:30-2:30 NASFAA Update

2:45-3:45 Cost of Attendance

4:00-5:00 Brain Battle


1:30-2:30 SEM: Building a Financial Assessment Plan

2:45-3:45 Advocacy in a Toxic Environment

4:00-5:00 Business Meeting/Passing of Gavel

5:30 Halloween Social

6

2020 MASFAA Conference Guest Speakers

Brenda Hicks NASFAA National Chair

Brenda Hicks, NASFAA National Chair and Certified Financial Aid Administrator®, has served Southwestern College in both admissions and financial aid since 1991 and is currently the director of financial aid. Over the years she has been active in state, regional, and national professional associations as a trainer, board member, and committee chair. She has been a recipient of the NASFAA Leadership award and the KASFAA Meritorious Achievement award. She is a former RMASFAA and KASFAA president and has previously served on NASFAA's Board of Directors as a regional representative and representative-at-large. She has also been a member of the NASFAA Association Governance Committee and has served on several task forces, including the NASFAA 50th Anniversary Task Force, the State and Regional Alliance Task Force, and the Enhanced Loan Counseling Task Force.

Cynthia Hammond Assistant Director, Policy Liaison and Implementation Federal Student Aid, U.S. Department of Education

Cynthia Hammond has been with the Department of Education for over 20 years, initially as part of the Office of Legislation and Congressional Affairs, where she worked on the last reauthorization of the Higher Education Act. She joined Federal Student Aid in 2010. She is currently the Director of Policy Implementation and Liaison where she routinely works with other branches of FSA and the Department, including the Office of General Counsel and Office of Postsecondary Education, to implement new policies. Cynthia graduated from American University in Washington, DC with degrees in Political Science and Journalism.

Dave Musser Director, Policy Innovation and Dissemination Federal Student Aid, U.S. Department of Education

Dave has been with the Department for ten years, first as a program reviewer in the Chicago regional office and then as a Title IV subject matter expert with the Policy Liaison and Implementation team under Jeff Baker. Most recently, Dave has taken on a new role as Director of the Policy Innovation and Dissemination Group, which is responsible for evaluating FSA’s implementation of Title IV policies and for publishing the Federal Student Aid Handbook. Prior to his federal service, Dave worked in financial aid at both corporate and school settings, including at Career Education Corporation and at Northwestern University.

7

Kent Rader Comedian and Speaker Known as the "World's Cleanest Comedian and Speaker," Kent Rader helps people and associations learn and experience how laughter matters in reducing stress and building quality organizations. Kent graduated from William Jewell College in Liberty, Missouri with a B.S. in Accounting. He survived five years in public accounting and twelve years as C.F.O. and C.E.O. of hospitals before becoming a professional speaker in 1997. Kent has authored the stress reduction book titled Let It Go, Just Let It Go and co-stars with Jan McInnis in the Baby Boomer Comedy Show, Clean Comedy for People Born Before Seat Belts, Safety Helmets, and Facebook. He has been heard on NPR's Talk of the Nation, Sirius Satellite radio and Kent is the winner of the Branson Comedy Festival. He has been seen on Comcast's comedy show, Who's Laughing Now and his clean, stand-up comedy DVD-CD titled Kent Rader: The Grand Wizard of Comedy was released on August 11, 2014. You may also hear his daily podcast called Laughter Matters on your Amazon Echo, Google Home, iTunes, or Spotify.

Justin Draeger President and CEO of NASFAA Justin Draeger is President and CEO of the National Association of Student Financial Aid Administrators. He serves as the primary voice of NASFAA and as the liaison between the association members, the U.S. Congress, federal agencies and the media. Most of Justin’s career has been devoted to assisting disadvantaged populations achieve their educational goals and better their communities. Since 2002, Justin has been engaged in either administering, interpreting, communicating, or developing student financial aid policy. His prior experiences include working as a financial aid director, regulatory and policy analyst, and spokesperson. He has held senior positions overseeing government relations, communications, and policy work.

Justin is frequently quoted in the press and has appeared on The Today Show on NBC, National Public Radio, APM’s Marketplace, Fox Business News, CNBC, and C-SPAN, and is often quoted in national news outlets. Justin currently serves on the boards of directors of the American Council on Education (ACE), Baker College, the Association Mutual Health Insurance Company, and other organizations that promote health and education. He earned his undergraduate from Brigham Young University and his MBA from Baker College. Justin lives in Fairfax, VA with his wife and three children, where he spends his free time shuttling children to various events, playing racquetball, running or swimming.

8

2020 Training Descriptions

Thursday, October 1, 2020 All times listed are Eastern Standard Time.

2:00 – 3:30 MASFAA Welcome Michelle Trame, MASFAA President, University of Illinois—Urbana Champaign Keynote Address: Let It Go, Just Let It Go Presenter: Kent Rader

The stress reduction keynote titled Let It Go, Just Let It Go is both entertaining, yet informative. Recent surveys report more than half of our employees hate their jobs. The number one reason cited is the stress associated with today's workplace. Having spent twelve years as CFO and CEO of Hospitals, Kent Rader has experienced this stress first hand. This keynote program takes participants on a journey they won't want to end. It begins by showing participants the origins of stressful feelings and how humor is a proven tool in combating these feelings. Kent offers practical ways to include more humor in your life, along with stories that are guaranteed to make you laugh.

Tuesday, October 6, 2020 1:30-2:30 NASFAA Update

Presenter: Justin Draeger, President, NASFAA

2:45 – 3:45 NASFAA Town Hall

Presenter: Justin Draeger, President, NASFAA Brenda Hicks, NASFAA National Chair Michelle Trame, MASFAA President Chad Olson, MASFAA President-Elect Sue Swisher, MASFAA Past-President

4:00-5:00 Implicit Bias in the Financial Aid Office

Presenter: Craig Slaughter, Kenyon College

This session focuses on helping financial aid professionals to understand and recognize their own implicit biases and to develop strategies for mitigating bias in decisions and policies within the financial aid office.

9


1:30-2:30 Professional Judgement—a Deep Dive Presenter: Val Meyer, Michigan State University

This session takes a deeper dive into the world of Professional Judgement. This session is not a basic or beginner Professional Judgment session, but will look at some of the deeper nuances of professional judgment and how things have changed since the beginning of the COVID-19 Pandemic.

2:45 – 3:45 Working in the Gray: Recognizing Opportunities for the Use of Student Development Theory in the Financial Aid Office

Presenter: Chris Wise, University of Chicago

As financial aid professionals, most of our time is spent in the black-and-white world of rules, regulations and answers. We sometimes forget about the person sitting in front of us. Student development theory gives us lenses though which we can better understand the gray area in which students exist and recognize ways we can help them move forward in their development. This session is about moving out from under the warm blanket of rules and regulations and asking the audience to consider how their interactions can serve to advance the overall development of the student. I will introduce three foundational theories of student development and look at ways they might influence our practice.

4:00-5:00 Say What?! Best Practices in Financial Aid Communications Presenters: Karla Weber, University of Wisconsin-Madison Nathan Lohr, Indiana University-Purdue University Indianapolis Kristin Bhaumik, University of Michigan

Financial aid may have its challenges, but how we communicate about it doesn't have to be one of them! Several schools will share how they define and communicate with their different audiences, the simplification and frequency of their messages, what tools, technology and data they use, and how to amplify the voices of those on campus.

10


Tuesday, October 13, 2020 All times listed are Eastern Standard Time.

1:30-2:30 Satisfactory Academic Progress Panel

Presenters: Valerie Culler, Monroe County Community College Steven Foster, Western Michigan University Cynthia Griggs, Purdue University

Satisfactory Academic Progress (SAP) standards ensure students are successfully completing their coursework and can continue to receive financial aid. In this session you will hear from MASFAA colleagues on SAP best practices.

2:45 – 4:15 Federal Update Presenters: Dave Musser, Director, Policy Innovation and Dissemination Federal Student Aid, U.S. Department of Education Cynthia Hammond, Assistant Director, Policy Liaison and Implementation Federal Student Aid, U.S. Department of Education

11


1:30-2:30 Becoming a Financial Aid Liaison Presenter: Andrew Zerkel, Eastern Michigan University

A comprehensive breakdown of how to become a financial aid liaison to groups/organizations on campus. To help bridge the gap for first generational students in understanding their financial aid.

2:45 – 3:45 Student Success—An Integrated Approach Presenter: Alisha Cederberg, Kalamazoo Valley Community College

Students struggle silently. Developing solutions as an institution requires resources and support. It also requires tools to find those students when they need the solutions and supports, not when it's too late to help. Learn how KVCC's Director of Student Life, Director of Retention, and Director of Financial Aid re-imagined their resources and changed campus practices, including use of institutional financial aid dollars. The goal (as this process is on-going) is to provide proactive interventions when students face academic and non-academic struggles to keep them progressing in the classroom. Come learn some strategies to support struggling students at your institution. See what changed after KVCC moved to remote learning in the Winter of 2020

4:00-5:00 ISA 4 Years In Presenter: Heidi Carl, Purdue University Mary Claire Cartwright, Purdue Research Foundation

The Back a Boiler Income Share Agreement Program at Purdue is now 4 years old. This session will take a look at what has worked, what has not, and things learned along the way.

12



1:30-2:30 Foreign Gifts/Sources Reporting

Presenter: Emily Haynam, University of Missouri

Overview of the foreign gifts reporting regulations, timing of reporting, and strategies for collecting information from campus to report.

2:45 – 3:45 Building Up Your Team: How to Develop a Professional Development Culture Presenter: Cori Splain, University of Wisconsin-Madison

While FSA, NASFAA, and MASFAA offer great financial aid trainings, many financial aid professionals are looking to enhance their skills in areas beyond financial aid rules and regulations. This session will delve into how you can work regularly scheduled trainings into your office's schedule, why you should, and how to encourage team members to participate. We will also touch on how to find presenters and campus partners willing to engage with your office on these trainings.

13


1:30-2:30 Is Your Office GLBA Compliant? Presenter: Melissa Van Meter, Ohio University

The federal requirements to protect student financial aid information are found in both the Program Participation Agreement (PPA) and the Student Aid Internet Gateway (SAIG) Enrollment Agreement. These regulations commit institutions to securely maintaining and processing financial aid information. This includes adherence to the Gramm-Leach-Bliley Act (GLBA). In this presentation, Ohio University will share the financial aid office efforts in GLBA compliance and data security.

2:45 – 3:45 Supporting Transgender Students through the Financial Aid Application Process Presenter: Marchello A. Johnson, University of Illinois College of Medicine

This panel discussion will bring together financial aid practitioners and current financial aid recipients to share obstacles that transgender students face when applying for financial aid and helpful strategies to successfully navigate through the process.

4:00-5:00 Financial Aid for Study Abroad Experiences Presenter: David Jenkins, University of Cincinnati

Â¡Hola! Bonjour! NÇ hÇŽo. In this session we will be exploring ways to remove road blocks that students experience during their pre-study abroad planning, while still remaining compliant! We will be looking at mainstreaming information, clearing up common myths, and exploring how to make the process digital.

14



1:30-2:30 NASFAA Chair Update

Presenter: Brenda Hicks, NASFAA National Chair, Southwestern College

2:45 – 3:45 Cost of Attendance Presenters: Leo Hertling, University of Illinois—Urbana Emily Haynam, University of Missouri A nuts and bolts session looking at how the Cost of Attendance is built, what needs to be included, what is optional, and what can be left out. This session will also look at budget adjustments.

4:00-5:00 Brain Battle

Presenter: Brenda Hicks, NASFAA National Chair, Southwestern College Financial aid offices are full of left-brain thinkers. This session will stimulate the sometimes underutilized right side. This session will offer practical ideas for opening up the creativity and idea generation powers within each of us. CAUTION: People with narrow comfort zones may experience dizziness, sweating or shortness of breath while participating in this session.

15


1:30-2:30 SEM: Building a Financial Assessment Plan Presenter: Maureen Amos, Northeastern Illinois University

This engaging session explores the Financial Aid Office's contribution to strategic enrollment management. Components of session include mission, goals, learning outcomes, measurement, and feedback loops. Finally, tying components to collaborative efforts, office partners, and student persistence.

2:45 – 3:45 Advocacy in a Toxic Environment Presenter: Will Shaffner, MOHELA Leo Hertling, University of Illinois—Urbana

Is Washington listening to you? We have one House controlled by Democrats and one by Republicans. How to get congressional leaders to listen to you when all they seem to want to do is point fingers and blame the other side.

4:00-5:00 Business Meeting/Passing of Gavel

5:00 Halloween Social

MASFAA Member Accomplishments

16

Years of Service and Retirement Recognition

Retired Janice Cordell Luther College Thom Johnson University of Michigan

50 Years Richard Battig Model College of Hair Design

45 Years Anne Watson Retired Virginia (Ginny) Washington IUPUI

40 Years Rodney Oto Carleton College

35 Years Pamela Fowler Retired Sue Allmon ProEducation Solutions, LLC Wendell Schick University of Northwestern Ohio Wilma Porter Oakland Community College Jane Lemke CommonBond Yolanda Solis Indiana University Northwest Vickie Crupper University of Michigan

30 Years Mary Shaw DePaul University Vicki Miller The Ohio State University Janice Barnes Saint Louis University

25 Years Raina Chezem ELM Resources Shashanta James Western Michigan University Ada Chin Illinois Institute of Technology—Downtown Campus Robert Bode University of Wisconsin River Falls Tim Opgenorth University of Wisconsin—Milwaukee Keith Babich CommonBond David Peterson University of Cincinnati Matt Nettleton Inceptia

20 Years Craig Slaughter Kenyon College Lori Vedder University of Michigan—Flint Judith Witherspoon Edamerica Aaron Steffens Luther College Sara Holman College Board Maureen (Mo) Amos Northeastern Illinois University Darcy Stanley Detroit Business Institute—Downriver Brendon Sanger ELM Resources Patrick James School of the Art Institute of Chicago Dennis Wentworth Credible Cynthia Sabo Indiana University Northwest

15 Years Melissa Haberman University of Wisconsin—Extension Kristin Bhaumik University of Michigan Chad Olson Iowa State University Matthew Moore Sinclair Community College Alicia Frey West Virginia Northern Community College Marcia Osman Purdue University Charles Mayfield Northwest Missouri State University Sara Even University of Iowa Revae Nelson Grinnell College Debbie Murphy Great Lakes Andrea Morrow Owens Community College Scott Young University of Missouri—Kansas City

10 Years Alex DeLonis Wabash College Stephen Queisser Student Connections Rob Smith ELM Resources Kelli Kalisik University of Notre Dame Alisha Cederberg Kalamazoo Valley Community College Kevin Brown School of the Art Institute of Chicago Frank Lai School of the Art Institute of Chicago Brian Beard School of the Art Institute of Chicago Marchelle Johnson University of Illinois at Chicago Monica Taylor Indiana University Micholas Hillman University of Wisconsin—Madison Betsy Henkel Beloit College

5 Years Keri Gilbert Missouri College Access Network Ryan Czech Bowling Green State University Katie Cooper West Liberty University Cecelia Dwyer College Ave Student Loans Joann Bute Hawkeye Community College Danielle Hayden Purdue University Kimberly Meeker North Central Missouri College Susan Hartnagel University of Missouri—Columbia Alex White University of Wisconsin—Madison Maggie Zabinski University of Wisconsin—Madison Janet Haynes University of Illinois—Urbana

17

2020 masfaa training program

Documents