Trevor Summers | Nov. 2012

U.S. Department of Education

2012 Fall Conference

Welcome to Your First FSA Conference

Session 1

Welcome to the FSA Conference

• 46+ breakout session topics, most offered multiple times• 9 breakout time slots today• 11 breakout time slots Wednesday and Thursday• 2 breakout time slots Friday• 2 General Sessions - Tuesday (today) and Friday• 4 Birds of a Feather sessions

We are expecting over 5,000 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… • 10:15 - 11 a.m. daily – Morning coffee and tea• 2:45 - 3:30 p.m. - Afternoon beverage break, except Friday• Lunch on your own

• Restaurant list in your program• Food for sale throughout convention space

• No designated lunch or break period(s)• Announcements/updates in General Sessions• Message board in registration area• Sessions have staggered start and end times to better

accommodate traffic flow• Focus on every other line of agenda for planning

4

Need Help?

• ED Staff • Red Shirts• Blue Ribbons on name badges

• Send questions to: conferencequestions@ed.gov • Follow the conference via Twitter @FSAconf using the

hash tag #FSAconf12• Write a hand written question and drop it in the box at

registration

5

General Sessions

• General Session 1 - Welcome and Federal Update• Tuesday (today) 8:30 a.m.– 10:15 a.m.

• General Session 2 – Town Hall• Friday 8:30 a.m.– 10:15 a.m.

6

Eligibility

7

• # 3 Another Look at the Student Eligibility Toolkit• # 21 The FSA Assessments – Find it, Fix it, Enhance

Compliance• # 22 Top 10 Audit & Program Review Findings• # 23 Reporting Changes Impacting Institutional Eligibility

Consumer Information

8

• # 2 Tools to Support Higher Education Choice• # 7 The Integrated Postsecondary Education Data

System (IPEDS): What You Need To Know • # 24 Common Mistakes in Implementing Campus

Security & Fire Safety Requirements• # 27 Financial Literacy – “What” Students Need to Know• # 47 Gainful Employment Disclosures

Processing Information

9

• # 4 Pell Grant Program Update• # 6 Verification• # 10 COD Update• # 16 Title IV Reconciliation • # 26 FAFSA & Application Processing Update• # 31 Return of Title IV Funds – Programs of Study

Taught in Modules• # 32 Return of Title IV Funds – Basic Training for FAAs

New to R2T4

Loans

10

• # 9 Loan Counseling Tools• # 17 PLUS Processing A-Z

Loan Servicing

11

• # 8 Applying for Income-Driven Repayment Plans - What You Need to Know about IBR & ICR

• # 14 Federal Loan Servicer Panel Discussion• # 15 Federal Loan Servicing Update

NSLDS and Default Information

12

• # 12 Developing Effective Mandatory and Voluntary Default Management Plans

• # 13 Default Aversion Activities• # 18 NSLDS® Update• # 20 3-Year Cohort Default Rate: Here and Beyond

Birds of a Feather

13

• # 41 Minority Serving Institutions (MSI)• # 42 Community Colleges• # 43 Graduate and Professional Schools• # 44 Bursars and Business Officers

Hands-On Sessions

14

• # 11 Hands-On COD • # 19 Hands-On NSLDS• # 25 Hands-On StudentAid.gov – the Integrated Student

Experience• # 40 Hands-On FSA Assessments for Foreign Schools

60 PCs/120 maximum attendees for these sessions

Special Topics

15

• # 5 Principles of Excellence—Executive Order 13607• # 28 Leveraging Social Media to Drive Awareness and

Increase Engagement with Students• # 29 Enterprise Identity Management – Leveraging PM to

Provide Reduced Sign-On for COD• # 30 Your Role in Helping FSA Prevent Identity Fraud• # 45 Quality Assurance Program – For Schools

Participating in the QA Program only• # 46 Experimental Sites Initiative – For Schools

Participating in the ESI Program only

Foreign Schools

16

• # 33 Foreign Schools Orientation to the FSA Conference• # 34 Foreign Schools Update and Q&A• # 35 Foreign Schools Medical, Veterinarian, & Nursing

Update• # 36 Foreign Schools Cash Management• # 37 Foreign Schools Consumer Information • # 38 Foreign Schools Satisfactory Academic Progress• # 39 Foreign Schools Return of Title IV Funds (R2T4)

Visit the Resource Center

• Ask-a-Fed• Ask-a-Federal Loan

Servicer• NSLDS• Default Management• IFAP• eCampus Based

System• COD

16 booths replete with subject matter experts!

• COD Reconciliation• G5• SAIG PM Enrollment• EDE Suite Software• E-App for schools• eZ-Audit• FSA Assessments• StudentAid.gov and

FAFSA.gov demos

Logistical Tips

• 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 2nd, 3rd, or 4th session offering• Wear comfortable shoes - You’ll walk a lot• Get outside for some fresh air

18

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

Contact Information

• I appreciate your feedback and comments. I can be reached at:

• E-mail:• Trevor.Summers@ed.gov

20

QUESTIONS?

21