Southern Association of Student Financial Aid Administrators

It Takes A Village

February 17 – 19 & 22 - 25, 2021 SASFAA Annual Conference – Virtual WELCOME FROM THE PRESIDENT

Hello SASFAA! It is my honor to welcome you to the 58th annual SASFAA conference and the FIRST to be held virtually! Our theme, It Takes a Village, applies not only to our association but also to our personal work as Financial Aid Administrators. This has been a challenging year in so many ways, as our country has grappled with issues of social equality and a global pandemic. Through perseverance, dedication, hard work by many, and support from so many of you, we have been able to continue to offer high quality training and fellowship opportunities to our members. We want to celebrate the partnerships and collegiality that have carried us through: you, our members; the professional development opportunities we provide (such as the annual conference and the new aid officers workshop); our legislative advocacy efforts; communications; the development of future leaders; and our fiscal integrity. Theresa Mays, Leigh Ann Hussey, and the Conference Committee have done an outstanding job in developing a program suited to all – new and seasoned financial aid professionals. The agenda is packed full of sessions that will give you information on how to stay in compliance, as well as resources and information to help you enhance your professional growth and development. I am very excited about this year’s conference charity: PAGE Partnership for Appalachian Girls Education. PAGE’s mission: to inspire, education, and empower girls in Appalachia. As a product of one of the poorest regions of Appalachia, this charity is near to my heart. You will be given multiple opportunities to contribute to this worthwhile organization. Special thanks are also in order for the many colleagues who provide us with vendor and sponsorship support, to all of you who agreed to participate in the conference as moderators or presenters, and to anyone else who has helped in any way to make this conference a special event. As the Beatles so famously sang, “I get by with a little help from my friends.” Although I will miss the hugs, I look forward to seeing each and every one of you virtually! Until we meet in person again, Celena Tulloss SASFAA President 2020-2021

Welcome from the Conference Co-Chairs

SASFAA Friends,

What does a year of planning look like during quarentine? How do you pull off a conference without ever seeing your venue? How do you have a conference committee who may have never met put together a conference that is worthy of a SAFSAA experience? With these questions and many more, our committee set out to make this the best, first-ever SASFAA Virtual Conference! We hope that you take a look at this program and find a session that assists in you gaining the expertise that you need in this ever changing chosen career path. With our many presenters ranging from SASFAA members, special guests, NASFAA, and all the way to the Feds; SASFAA has provided a training opportunity for all levels of the financial aid professional in a virtual world. As we navigate this new horizon, we know that ‘It Takes A Village’ and we are here to help you. We have assigned moderators and tech moderators to help you along the way. If you have any questions, please do not hesitate to reach out to us. We hope that you will find this conference the best yet and know that all of us can’t wait to ‘see’ you soon!

Sincerely, Leigh Ann & Theresa Times in EST 9:00-10:15 10:30-11:45 LUNCH 1:30 - 2:30 3:00 - 4:00 Citizenship and Wednesday, Immigration February Conference Opening Lunch and Learn, FSA Remo Room General Session Federal Reporting and Ocelot 2021-2022 Verification Meet & Greet 17th Operational Calendars

Getting Your House in Order: How to Prepare for an A133 Audit or Thursday, Program Review It's All Academic: Lunch and Learn, FSA Federal Update NASFAA Update/SASFAA Business Meeting February Lessons from the College Ave 18th Registrar's Office Verification: Challenging Questions & Scenarios (NASFAA) Maintaining Mental Health & Managing Overawards and Excel Tips & Tricks Anxiety During a Global Overpayments (FSA) Pandemic Friday, Financial Aid's Lunch and Learn, Panel on Professional February Roadmap & Framework Federal Work-Study & PAGE Judgments FSA R2T4 Essentials 19th for Reversing FAFSA COVID-19 SASFAA Charity Declines Working with Multiple How to Engage Your Generations in the Understanding & Students Better than Financial Aid Office Combatting Student Melt TikTok The Higher Education Finance Landscape in 2021: A Legislative Update Head of Household: A Creating a Lender List The Care and Feeding Deep Dive Monday, of Your Career Lunch and Learn, FSA February Ivy Conflicting Information 22nd Developing Your Career It Takes A Village to The Power of in Financial Aid Manage Enrollment: What's Disaggregated Data (NASFAA) Our Role? 2019 Tax Returns and Diversity: Stop, Listen, and the 2021-2022 Need Learn Analysis - What's New HEERF Panel Assets in the Need Discussion Analysis: Getting It Right 2020 Tax Forms & Tuesday, FSA R2T4 in Modules (FSA) FSA Tax Code Lunch and Learn, PTAC General Session Understanding Your February CampusLogic SAP Policy 23rd Financial Stress of Contingency & Disaster Undergraduate Students Planning in Financial Aid

Resume-ing and Cover Working with Your Money Letters - Putting Your (Not Theirs) Best Foot Forward Wednesday, Open Forum on Taxes Income Adjustment FSA and Need Analysis FSA Lunch and Learn, Professional Judgments Modules and Title IV February OIG General Session Credible Pell Recalculations 24th Managing Operations Direct Loans Amidst a Pandemic (NASFAA)

Thursday, FSA COVID-19 Update

February SASFAA Closing 25th LIVE from OUR VILLAGE to YOURS It’s #SASFAA2021 #VirtualVillage Conference Map

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IT’S BEEN A ‘ZOOMING’ YEAR Better with or without the mask? You be the judge…..

HOW TO ACCESS THE CONFERENCE SASFAA has chosen to use Zoom as our virtual platform. If you do not have a Zoom© account, we encourage you to register for one as soon as possible to ensure you have proper access to the platform. For first time users, Zoom© has provided a guide to get started. If you are the primary conference registrant for your institution or organization, you can access the zoom links at 2021 Conference Session Links. Please make sure that you are logged in to the SASFAA site in order to view these links. As you prepare your calendar for the SASFAA Conference, it is important to note that all times are listed in Eastern Standard Time. It is also likely that you registered fellow colleagues for the SASFAA Conference. If there are other members of your institution or organization registered for the SASFAA Conference, please share the links with them. They will not be able to view the webpage, but you can copy/paste the links into an email or other type of document of your choice. It is imperative that you only share with colleagues who are paid registrants of the conference. We have almost 600 SASFAA friends registered for our conference, and our concurrent breakout session rooms only hold 300 people each. If you share with colleagues who are not registered then they will be taking spots from paid registrants. We trust that each of you will only share with paid registrants! Please note that the general sessions will be able to accommodate all paid registrants. If you need technical assistance during the conference, please contact [email protected].

HOW TO ACCESS OUR SPONSORSHIP & NETWORKING AREA Need a product? Software? Service? Someone to listen to your trials and tribulations and offer a solution? Come visit our sponsors on Remo!

We will be using Remo for our conference’s Sponsorship & Networking Area. If you have a Remo account, you can login after selecting the provided links. If you do not have a Remo account, creating one is easy. Simply go to https://live.remo.co/signup and follow the steps to create your account. Entering your information is like creating a little business card for your avatar. For additional information, you can watch this instructional video: https://www.youtube.com/watch?v=yE3RKxJCXBM. It is best to use Google Chrome (it is recommended that Mac users use Safari). The site works better when you are not using your institutions VPN. Also, ensure you are accessing the link to the proper date and time. There is a link for each separate day of the conference. When you first join, you will be assigned to a table. If your microphone and camera are on, you will be able to talk with everyone else at your table. To move to a different table, double-click on another chair that is open at another table. There are five separate floors with 28 tables per floor. To move floors, just use the floor controls on the left side of the screen. Many of our tables are categorized for vendors, associations, and other topics. Feel free to visit any of them. To see a complete listing of each table for every floor, you can use the Table Directory in the upper left area of the screen. Everyone will see your chats you enter unless you chat privately to a specific person. Be sure to check out the links on the right and left side of the room for chances to explore and even win prizes. The Sponsorship & Networking area will be open each day of the conference from 11:30 AM to 1:30 PM.

CONFERENCE CHARITY

Dear SASFAA,

Are you excited about the upcoming SASFAA Virtual Conference? I know I am – I will see you there! This year we are supporting a charity in North Carolina due to our charity state rotation. President Tulloss has chosen the non-profit PAGE, a partnership for Appalachian Girls’ Education. https://pageprograms.com/about/our-story/

This wonderful organization was founded in 2010 in the community of Spring Creek, North Carolina. The concept was to invest in high-quality education that empowers girls in their local communities as well as globally. The end result – investing in future of the Appalachian region of NC! As of today, PAGE serves 75 young women in middle school and high school. We encourage you to donate to help PAGE’s mission: to inspire, educate, and empower girls in Appalachia. You can visit the link below to discover ways you can help us support young women in NC.

https://pageprograms.com/get-involved/

Your financial gifts can help in several ways. You can help support PAGE by donating funds to help them with a summer literacy project, the college pathways program, farm to table lunches, or a photo diary project.

I know this year things will be a bit different due to the virtual conference and the pandemic. Let’s continue SASFAA’s tradition by supporting this worthy cause. SASFAA will continue to let you know about ways you can help support PAGE throughout June 30, 2021.

Now, I have donated to this worthy cause. Won’t you join me in helping to empower young women in North Carolina? Once you make your donation, please share this opportunity on social media. SASFAA and Page thanks you for your support!

Thank you, Amy Berrier SASFAA Past President 2015-2016 We appreciate our Sponsors! CHAMPION SPONSORS

ADVOCATE SPONSORS

FRIEND SPONSORS

2020-2021 EXECUTIVE BOARD

Elected Officers

Celena Tulloss, President William ‘Bill’ Spiers, Past-President University of Tennessee, TN Tallahassee Community College, FL Joan Bailey, Vice President Sarah Dowd, Secretary University of South Florida, FL Trident Technical College, SC Leah Louallen, Treasurer Sarah Baumhoff, Treasurer-Elect Tennessee Student Assistance Cooperation, TN Kennesaw State University, GA

State Presidents

Stephen Adcock, Alabama State President Dameion Lovett, Florida State President Enterprise State Community College University of South Florida Maria Hammett, Georgia State President Michelle Standridge, Kentucky State President Mercer University Spalding University Renotta Shed, Mississippi State President Kamesia House, North Carolina State President Mississippi Public Universities Fayetteville State University Traci Singleton, South Carolina State President Danette Seale, Tennessee State President The Citadel Military College of South Carolina Carson-Newman College Sherika Charity, Virginia State President Reynolds Community College

Committee Chairs

Marian Dill, Budget and Finance Chair Ron Gambill, Legislative Relations Chair Lee University, TN EdSouth, TN Zach Christian, Electronic Services Co-Chair Jonah Miller, Electronic Services Co-Chair S.C. Higher Education Tuition Grants Commission, SC Appalachian State University, NC Keith Reeves, Long Range Planning Chair Wayne Kruger, Membership Chair Clemson University, SC St. Petersburg College, FL Michael Birchett, Sponsorship Committee Chair Chad Sartini, Site Selections Chair University of Kentucky, KY Virginia Tech, VA Theresa Mays, Conference Co-Chair/Global Issues Jacquelyn LaSueur, Diversity Leadership Program H.C. Trenholm State Community College, AL Mississippi University for Women, MS Bryan Erslan, Mentoring Guide Shannon Jones, Partner Advisory Board Eastern Kentucky University, KY Inceptia Leigh Ann Hussey, Conference Co-Chair/Communications & Outreach Chair University of West Georgia, GA

Conference Committee Leigh Ann Hussey, Conference Co-Chair Theresa Mays, Conference Co-Chair University of West Georgia, GA H.C. Trenholm State Community College, AL Felicia Ailster Beth Armstrong Georgia Piedmont Technical College, GA Virginia Tech, VA Joan Bailey Nadine Bailey University of South Florida, FL Ultimate Medical Academy, FL Michael Birchett Amanda Buchanan University of Kentucky, KY Western Carolina University, NC Zach Christian Heather Dearman SC Higher Education Tuition & Grants Commission, SC Mississippi Gulf Coast College, MS Karen Hauser Dr. Samantha Hicks Vanderbilt University, TN Coastal Carolina University, SC Wayne Kruger Leah Louallen St. Petersburg College, FL Tennessee Student Assistance Program, TN Jonah Miller Stephanie Miller Appalachian State University, NC Central Alabama Community College, AL Chad Sartini April Tretter Virginia Tech, VA Bellarmine University, KY

Need technical assistance? Contact [email protected]

Guest Speakers

David Bartnicki

David has worked for the U.S. Department of Education’s Federal Student Aid Office for over 26 years. He has served as an Institutional Review Specialist, Institutional Improvement Specialist (IIS), Branch Chief for Contract Compliance, Federal Training Officer and is currently a Program Specialist with the Policy Implementation and Oversight Directorate (PIO).

David’s entire government career has been in the Atlanta Regional Office where he works with over 6,000 postsecondary schools across the country. David currently works on the FSA Handbook Team, the National Verification Team, the FSA Assessment Modules Team, the FSA COVID-19 Response Team and is involved with FSA efforts on student eligibility, SAP and R2T4, and occasionally provides Title IV training in different venues and formats.

While in FSA, David has helped redesign the FSA Assessment Modules, developed the popular “Ask A FED” booth at the annual FSA Conferences, and developed the Department’s compliance review process for ED’s private collection agencies.

In addition, David has received numerous financial aid awards including the 2020 VASFAA (VA) Service Award, the 2020 FASFAA (FL) Certificate of Appreciation, the 2016 GASFAA (GA) Service Award, the 2014 Certificate of Recognition from the State of Alabama Governor Bentley’s Office; 2013 FSA Award for Most Innovative Team, 2013 FASFAA Distinguished Service Award (FL), 2013 TASFAA Distinguished Service Award (TN), the 2012 SASFAA Distinguished Service Award (Southern Regional), the 2012 AASFAA John H. Buchanan Distinguished Service Award (AL), 2012 MASFAA Special Recognition Award (MS), the 2011 Kentucky “Admiral” Award, 2010 FSA Award for Best Mission Results, the 2005 Florida Public Career Technical Center’s Merit Award, the 2003 SCASFAA Distinguished Service Award (SC), the 2003 AASFAA Award of Merit (AL) and the 2001 NCASFAA Award of Merit (NC).

When not working, David enjoys spending time with his wife, Christy, and sons Luke (21), Adam (20), and Ethan (16). And of course, Zyke, the world’s cutest dog! Justin Draeger

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 Baker College, the Association Mutual Health Insurance Company, the Northwood Education Foundation, 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, bicycling, motorcycling, playing racquetball, and running.

Brittani Fairchild Brittani Fairchild is a Student Privacy Analyst for the Privacy Technical Assistance Center (PTAC), helping the education community with concerns related to FERPA, privacy, and data governance. She provides support through the PTAC helpdesk, answering questions and providing assistance to a variety of stakeholders. While new to PTAC, Brittani has over eight years of experience in postsecondary education, spending much of that time serving as a FERPA Compliance Officer.

Dr. Michael Hester

Dr. Michael Hester is currently in his 26th year as the Director of Debate at the University of West Georgia. Under his leadership, UWG Debate has won three national championships, most recently in 2015 and he has twice been recognized as National Coach of the Year, most recently in 2017. His PhD is in political communication, and his disciplinary expertise focuses on Presidential rhetoric, with his co-authored book, Winning Political Debates, published last September and currently available on Amazon.

In addition to coaching debate, Dr. Hester has held several titles at UWG, including Dean of the Honors College, Special Assistant to the Chief Diversity Officer, and since 2018, he has been the Coordinator for the African American Male Initiative. Dr. Hester is the programming chair for the Georgia Association of Diversity Officers in Higher Education, serves on the USG’s AAMI Advisory Council, and was most recently elected the Chair of the Board of Directors for the Jamaican Association for Debating & Empowerment.

Brenda Hicks

Brenda Hicks, NASFAA National Chair, 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.

Dana Kelly Dana Kelly currently serves as the vice president of professional development and institutional compliance for the National Association of Student Financial Aid Administrators (NASFAA). In this role she oversees all products and services assigned to the training and regulatory assistance and certification and credentialing departments, supervises DC-based and remote training staff, manages the annual Leadership & Legislative Conference & Expo, and develops session content for NASFAA's national conference. As a member of NASFAA's executive team, she is instrumental in ensuring NASFAA is working toward the vision, mission, and goals established by NASFAA's Board of Directors. Prior to working at NASFAA, she held positions at Nelnet Diversified Solutions as a national trainer, at Nelnet as a regional director, and at High Point University as the director of student financial planning. She holds a Bachelor of Science in justice and policy studies from Guilford College, a master's degree from University of Phoenix in organizational management, and master’s in public administration from the University of North Carolina at Greensboro.

Dr. Douglass A. Lobo Dr. Douglass A. Lobo is a licensed mental health counselor with extensive education and experience in both the mental health and academic fields. He has operated large not-for-profit foster care programs in the social service arena across the state of Florida. In addition, he has held academic positions as varied as teacher, counselor, school administrator, and school District-level official. Dr. Lobo has provided professional development to several large urban school Districts. Prior to being employed as St. Johns River State College’s CARE Counselor, Dr. Lobo was employed by Miami-Dade County Public Schools as the District’s Executive Director overseeing the Student Services Division for M-DCPS. One of Dr. Lobo's areas of expertise is in Social and Emotional Learning (SEL) and he has demonstrated great skill in assisting schools and school Districts in implementing, maintaining, and sustaining Social and Emotional Learning (SEL) programs that promote a positive school culture and increase student achievement. Dr. Lobo has been involved in the research, screening, and implementation of numerous Social and Emotional Learning programs in various academic settings, including at the school and District level. Dr. Lobo is a staunch proponent and believer in the powerfully positive impact that Social and Emotional Learning can have on academic achievement and across all domains of student life. Dr. Lobo holds a Master’s degree in Counseling Psychology from the University of North Florida and several graduate degrees from Nova Southeastern University, including a Doctorate in Education.

Kori Smith

Kori Smith, Acting Special Agent in Charge, Southeastern Region U.S. DEPARTMENT OF EDUCATION OFFICE OF INSPECTOR GENERAL (ED/OIG)\

Assistant Special Agent in Charge (ASAC) Kori Smith joined ED/OIG in January 2003, where he has been afforded the unique opportunity of working a variety of complex criminal and civil investigations in the Midwestern and Southern regions for ED/OIG. ASAC Smith is a two-time graduate of Grambling State University where he earned a bachelor’s degree in criminal justice and master’s degree in public administration.

Currently, Acting SAC Smith manages a dedicated and versatile group of investigators for the Southeastern region of ED/OIG. To date, the Southeastern region continues to produce high quality work and carry out ED/OIG’s mission.

Mike Tassey

Mike Tassey serves as the Data Security Advisor for the Privacy Technical Assistance Center (PTAC) with over 20 years of information security experience. He helps state and local education agencies, schools, districts, and postsecondary institutions develop strong FERPA compliant information security programs and decrease the risk to education data. Before joining PTAC, Mike served in a variety of senior technical roles for federal agencies, the military and intelligence communities, and as a consultant to major financial and critical infrastructure organizations.

Robert Weinerman

Robert Weinerman started his financial aid career in 1993 as a financial aid officer at MIT – where he quickly became the aid officer who reviewed the most complicated tax returns that families submitted. After more than a decade as an aid officer at MIT, Babson College, and a few other schools in the Boston area, Robert left the aid office to counsel students and parents about saving and paying for college as the Senior Director of College Finance at College Coach.

Robert began his current career as a trainer for financial aid officers six years ago, focusing specifically on financial aid and the tax code - and was selected by Jim Briggs as Jim's successor when Jim retired from tax training to work on his other businesses.

Dr. Suzanne Morrison-Williams Dr. Morrison-Williams serves as the Vice President of Academic Affairs at City College in Florida. In this capacity, she is responsible for the development and deployment of curriculum, student persistence, student success, student satisfaction, regulatory compliance, accreditation, faculty development as well as interfacing with Career Services on student placement after graduation. She is also the Campus Director for MyCity Online which is the online division of City College. She has two degrees from FIU. A Bachelor’s in Communication (Public Relations (1993) and a Masters in Public Administration (1997). In 2015, she earned an Ed.D in Organizational Leadership from Argosy University. Dr. Morrison-Williams has spoken at many National and Regional conferences on a wide range of topics including diversity, inclusion, accreditation, faculty development and program management and development. She is also a published author in many of her speaking areas. She is a strong advocate and proponent of female empowerment, youth leadership and using basic life lessons to enhance performance as a manager and a leader.

SASFAA FLASHBACKS

FULL AGENDA *All times are EST Wednesday, February 17th

9:00 am – 10:15 am Opening Session Celena Tulloss, SASFAA President Dr. Michael Hester, Presenter

College Ave, Moderator Concurrent Sessions 10:30 am – 11:45 am “Citizenship/Immigration” What Angelica Parrales, Presenter you need to know… This session will give you a deep dive of the Morgan Chandler, Moderator most often seen documents of students who are not eligible for federal aid and what documents you should ask for if you are trying to determine a student’s citizenship status. Angelica will also go over the Systematic Alien Verification for Entitlements (SAVE) program and how she reviews and processes documents to align with federal requirements. Federal Reporting and Operational Dr. Amy Cable, Presenter Calendar That was Due When? The Importance of an Susan Ambridge, Moderator Operational Calendar: We’ve all been there: a missed deadline, bills being sent without notice, not knowing when grades will post so we can run SAP. But developing an operational calendar for financial aid-related functions can help you stay on top of these things like a boss. Learn the benefits of having an operational calendar and discuss what to include and who to involve when creating your own. 12:00 pm – 1:00 pm Ocelot, Lunch & Learn Ocelot, Presenter 1:30 pm – 2:30 pm FSA General Session Virginia Hagins, FSA Presenter 2021-2022 Verification CampusLogic, Moderator 3:00 pm – 4:00 pm Remo Room Meet & Greet Spend a little time with your SASFAA village and our sponsors in our Remo room.... Drinks are optional

Thursday, February 18th Concurrent Sessions 9:00 am – 10:15 am Getting Your House in Order: How James Chiara, Presenter Prepare for an A133 or Audit Chad Sartini, Presenter Program Review How do we prepare for an upcoming A-133 Carolyn Sparks, Moderator Audit or Program Review, what software can Ascendium, Moderator you utilize to ensure you are in a position for a clean audit, how can you find deficiencies that could negatively impact your audit? This session discusses preparing for and working through a federal program review and an A- 133 audit. We offer tips, share our experiences, and touch on common audit findings. It’s All Academic: Lessons from the Daniel Barkowitz, Presenter Registrar’s Office Kimberely Willis, Presenter In this session we will examine the interplay of academic culture and requirements with Brenda Ilojiole, Moderator Federal financial aid rules and regulations. We will look at a number of issues including Citizens, Moderator the contradictory oversight of State and Federal rules, the impact of faculty and institutional culture on policy decisions, and the ways Financial Aid and Registrars offices can work cooperatively to impact student retention. We will be led by a former Registrar and a current AVP of Financial Aid. using real examples of issues faced as Registrars and Financial Aid offices work together. Verification: Challenging Dana Kelly, NASFAA Presenter Questions & Scenarios Join Dana Kelly as she provides clarification Kristina Chavers, Moderator on some of the most commonly misunderstood verification issues. It will include scenarios to assist in understanding issues like separated and divorced parents, household size and providing half support, tax filing status, signature requirements, and sending corrections to the Central Processing System (CPS), to name a few. 10:30 am – 11:45 am FSA Federal Update Cynthia Hammond, FSA Presenter David Musser, FSA Presenter

Oscelot, Moderator 12:00 pm – 1:00 pm College Ave - Lunch & Learn College Avenue, Presenter 1:30 pm – 4:00 pm NASFAA Update Justin Dreagar, NASFAA SASFAA Business Meeting Brenda Hicks, NASFAA National Chair Celena Tulloss, SASFAA President

Friday, February 19th

Concurrent Sessions 9:00 am – 10:15 am Maintaining Mental Health & Dr. Douglass A. Lobo, Presenter Managing Anxiety During a Global Pandemic NeQuoia Loydd, Moderator Maintaining your mental health and managing Elm Resources, Moderator your anxiety is vitally important in successfully navigating the uncertainty of the tumultuous and unpredictable situation(s) created by the current global COVID-19 pandemic. This is true for you as college staff and employees, but probably even more critical for the students that you assist every day. Financial Aid’s Roadmap & Dan Dreves, Presenter Framework for Reversing FAFSA Declines Shareece Moore, Moderator Global trends, state funding calculations, shrinking department budgets, and student concerns are creating significant uncertainty within the Financial Aid community. In 2020, FAFSA applications declined by 16%. Faced with an uphill battle, how can Financial Aid professionals combat and reverse this trend? This session will explore the impact this decline is having in higher education and the urgency to address it. Innovative responses to the challenge will be shared, including both a Triage + Stabilize + Transform roadmap as well as an Outreach + Support + Educate engagement framework. How to Engage Your Students Better Chansone Durden, Presenter than TikTok With so much information at their fingertips, you Jessica Alston, Moderator might wonder how students still miss your messages and action items. To help you engage your students and get the most out of your interactions, we’ve put together a list of useful tools.

10:30 am – 11:45 am Excel Tips & Tricks Missy Perry, Presenter Compiling and analyzing data can be a huge headache in financial aid, even with the most Jo Wallace, Moderator advanced student information system. This session will demo some time-saving tips to help Scholarnet, Moderator you with analyzing and presenting data in Microsoft Excel. Some of the topics covered will be simple formulas, filters and slicers, VLookup, Pivot Tables, and Numeric Picture Switch (with Microsoft Word.) Federal Work-Study & COVID 19 Reed Allison, Presenter Join your SASFAA Colleagues for a discussion Dr. Stephanie Watson, Presenter on innovative ways schools are keeping their Stephanie Miller, Presenter students working during the COVID-19 pandemic. Annie Latoya Curtis, Moderator Ascent, Moderator Missed Opportunities & Abandoned Lee Ann Avirett, Presenter Ambitions: Understanding & Shannon Jones, Presenter Combatting Student Melt There are some incoming freshmen who have Shoshannah Henry, Moderator taken all the necessary steps to start college but simply disappear over the summer. And, there are currently enrolled students who have done what it takes to persist, but leave school due to verification roadblocks. Both sets of students are opposite sides of the same “student melt” coin, resulting in lost opportunities for both college and learner. Both facing even more obstacles in our state of today. So what can we do to combat melt? 12:00 pm – 1:00 pm Charity: PAGE - Lunch & Learn Amy Berrier, Moderator 1:30 pm – 2:30 pm FSA Overawards & Overpayments Virginia Hagins, FSA Presenter

Bretta Carithers, Moderator Professional Judgement Panel Sandy Neel, Presenter Join your SASFAA colleagues in an interactive Bill Spiers, Presenter discussion of Professional Judgments in the Keshia Woodous, Presenter time of COVID-19

Emmilee Mitchell, Moderator Global Financial Services, Moderator Working with Multiple Generations in Dr. Suzanne Morrison-Williams, the Financial Aid Office Presenter In 2021, there are 4 dominant generations in the workforce: Baby Boomers, Millennials/Xennials, Allyson Smith, Moderator Generation X and Generation Z. The goal of any organization is for the team members to The NHHEAF Network, have a harmonious relationship which allows Moderator both the team members and customers to enjoy their working relationships and interactions with each other. This presentation is designed to explain the various generations and what they each bring to the table and how managers and leaders can create and maintain a motivating environment for all the team members while meeting the organizational goals. 3:00 pm – 4:00 pm FSA General Session Virginia Hagins, FSA Presenter R2T4 Essentials Ivy, Moderator

Monday, February 22nd

Concurrent Sessions 9:00 am – 10:15 am The Higher Education Finance James Bergeron, Presenter Landscape in 2021: Ron Gambil, Presenter A Legislative Update The higher education finance landscape at the Emma Stich, Moderator federal level continues to be dicey. During the recent campaign, President-Elect Joe Biden released several higher education priorities centered around federal student loan forgiveness and free college. But he may be working with a divided Congress that continues to disagree over the proper role of the federal government in higher education and has struggled to reauthorize the Higher Education Act for more than a decade. In this session the discussion will focus on the current federal policy and political environment, including those issues that the Biden Administration is expected to tackle over the first 100 days and the outlook for higher education in 2021. The Care and Feeding of Your Bill Ayers, Presenter Career How often do you take stock of your current Stephany Blaney, Moderator position and long-term career path? Who is responsible for your career? What should you do now? Is it time to make a move? How do you go about moving on? Do you need to network?

We will guide attendees through an informative session to address these questions, assess their career path to date, and develop a plan to take it to the next level. Topics will include but will not be limited to:

Where do I begin? Personal Assessment Environmental Assessment How do I get there? Action Items Work-Life Balance Evaluate/Adjust When to make a change Asking for a raise or promotion Changing jobs The Power of Disaggregated Data Daniel Barkowitz, Presenter Disaggregated data can be defined as "data Wayne Kruger, Presenter that has been broken down by detailed sub- Robert Muhammad, Presenter categories, for example by marginalized group, gender, region, or level of education". Francisco Valines, Presenter Disaggregated data can reveal deprivations and inequalities that may not be fully reflected in the Earnest, Moderator aggregated data. Join this session to learn about the value of examining your financial aid date from a disaggregated perspective; each presenter will share a lesson learned from their practice, the implications for financial aid and equity within their institutional context, and the risks and benefits of adopting this approach. 10:30 am – 11:45 am Creating a Lender List Biz Daniel, Presenter Creating a lender list for alternative (private) Scott Orris, Presenter loans may seem daunting, especially if you Chester Priest, Presenter have never had one. A panel discussion from representatives of KHEAA, ELM Resources and ScholarNet will provide tips on completing an Jacquelyn LeSeur, Moderator RFI (request for information) or an RFP (request for proposal) and answer questions that will allow you to tackle this task like the pro that you are. 2019 Tax Returns & the 2021-2022 Robert Weinerman, Presenter Need Analysis – What’s New You know from doing COVID-19 appeals that Jaime Missimer, Moderator the 2019 tax forms a different from the 2018 tax NextGen Web Solutions, forms. This session will review the new tax forms and the implications of the changes on Moderator verification, conflicting information, and financial aid equity. What do you need to review on the tax forms? What changes did the Department make, and what changes did they not make that they probably should have, in response to the changes? And are there new pain points for applicants in the 2021-2022 FAFSA process? NASFAA Dana Kelley, NASFAA Presenter Developing Your Career in Financial Aid Sarah Cowan, Moderator Explore how to leveraged a wide range of MEFA, Moderator learning opportunities and relationships with colleagues to further your professional career. In this session, discover how growing your expertise and enhancing your professional competencies can help you continue to be of maximum value to your institution and your students. 12:00 pm – 1:00 pm IVY - Lunch & Learn IVY, Presenter A Guide: How To Use AI To Improve The Student Experience In this interactive Lunch and Learn, we will discuss AI chatbots and automation as it pertains to today’s higher education climate. Use cases and opportunities for AI in higher ed will be explored as needs around restricted budgets and competing staff priorities have shifted. We will discuss methods for improving the student experience with streamlined messaging despite the challenge of frequent updates, specifically in the Financial Aid sector.

Concurrent Sessions 1:30 pm – 2:30 pm Head of Household: A Deep Dive Robert Weinerman, Presenter No matter how many times you attend a training on filing status.... No matter how many times Megan Smith, Moderator you read IRS Publication 17…. No matter how many times you post a question to FINAID-L…. There’s always a new Head of Household wrinkle, a new Head of Household explanation, a new tax preparer insisting that a tax return has been filed correctly using the Head of Household status. This session will cover all the Head of Household angles – undocumented person vs. nonresident alien, temporary absences vs. non-temporary absences, two heads-of-household in the same home, etc. with examples designed to help you become confident in your understanding of this complicated tax issue. It Takes a Village to Manage Billie Jo Hamilton, Presenter Enrollment: What’s Our Role? Successful enrollment management requires Aesha Greene, Moderator institutional collaboration of many areas. Learn College Aid Services, LLC, what’s going on demographically with our current and prospective students and why Moderator financial aid is so critical to achieving enrollment goals. This session will also address various topics that impact the financial aid director and the office such as net tuition revenue, financial aid leveraging, contributions to rankings and metrics, need vs. merit aid, and why you should have a seat at the table! Diversity: Stop, Listen, and Learn Amy Cable, Presenter As stewards of Higher Education, the Louisiana Community and Technical College System Amanda Buchanan, Moderator recognizes the obligation and responsibility to promote and encourage diversity, equity, and inclusivity. In light of recent tragic events, LCTCS is now committed more than ever. The system office staff for 2- year public colleges in Louisiana were tasked with the development and implementation of various initiatives to address diversity, equity and inclusivity. The presentation will outline the system call to action including the development of diversity dashboards, creating a statewide committee/taskforce to generate actionable recommendations and enhancing services and training to faculty, staff and students. 3:00 pm – 4:00 pm FSA General Session Virginia Hagins, FSA Presenter Conflicting Information Credible, Moderator

Tuesday, February 23rd

9:00 am – 10:15 am FSA General Session Ross Lemerck, PTAC Presenter Privacy Technical Assistance Center Brittani Fairchild, PTAC (PTAC) Presenter

Ivy, Moderator Concurrent Sessions 10:30 am – 11:45 am HEERF Panel Discussion Felicia Ailster, Presenter Are you navigating through the new flexibilities Brad Barnett, Presenter offered within the HEERF II allocation? Well, Ashley Edens, Presenter this panel discussion will provide you with helpful tips and ideas on awarding HEERF II funds without the headache. Latonya Harrell, Moderator Financial Aid Services, Moderator 2020 Tax Forms & Tax Code Robert Weinerman, Presenter You know from doing COVID-19 appeals that the 2019 tax forms a different from the 2018 tax Michelle Upchurch, Moderator forms. This session will review the new tax forms and the implications of the changes on verification, conflicting information, and financial aid equity. What do you need to review on the tax forms? What changes did the Department make, and what changes did they not make that they probably should have, in response to the changes? And are there new pain points for applicants in the 2021-2022 FAFSA process? Financial Stress of Dr. Samantha Hicks, Presenter Undergraduate Students Finances are often cited as one of the most Mayra Vazquez, Moderator traumatic challenges college students experience. College students, a vulnerable population, face rising college costs with little to no knowledge of how to manage finances, leading to increased levels of student debt and increased levels of financial stress. This stress can have negative effects on graduation rates and financial decision making. These effects are especially concerning for students in already at-risk populations. This session examines a study of financial stress at a public institution, how demographic characteristics, such as gender, race, first-generation status, and class level predicts that stress, and discusses the results of that study. Participants will also receive recommendations for increased financial literacy on college campuses & how financial aid administrators can take part in those efforts. 12:00 pm – 1:00 pm CampusLogic – Lunch & Learn CampusLogic,Presenter

Concurrent Sessions 1:30 pm – 2:30 pm Assets in the Need Analysis: Robert Weinerman, Presenter Getting It Right Have you read the Application and Verification Jeffery Norrod, Moderator Guide's description of the value of a trust? Do you understand it? Do you know when a 529 plan should be reported on the FAFSA, and when it should be left off? What about the value of rental property that is worth less than its mortgage? In this session, participants will get a refresher on the asset reporting rules, with an emphasis on those that are most confusing to aid officers, and hints about how to identify and resolve conflicting information related to the asset side of the need analysis. FSA Virginia Hagins, FSA Presenter R2T4 in Modules ProEducation Solutions, Moderator Contingency & Disaster Planning in Kris Hatcher, Presenter Financial Aid Wayne Kruger, Presenter Comprehensive disaster preparedness Francisco Valines, Presenter experiences and how it helped and didn’t help prepare for a global pandemic. Nelnet, Moderator 3:00 pm – 4:00 pm FSA General Session Virginia Hagins, FSA Presenter Understanding Your SAP Policy College Ave, Moderator

Wednesday, February 24th

Concurrent Sessions 9:00 am – 10:15 am Resume-ing & Cover Letters: Putting Beth Armstrong, Presenter Your Best Foot Forward Searching for a new job? Vying for an internal Kesha Wilson, Moderator promotion? Hoping to be accepted to a leadership program? Keeping your resume updated is important; however, too often we let it go by the wayside. In this session, we are going talk about resumes, cover letters, what hiring officials have said about these documents, and why it is important to keep your resume updated. Learn from your peers in this discussion-oriented session. Open Forum on Taxes & Need Robert Weinerman, Presenter Analysis Bring your financial aid related tax questions – Inceptia, Moderator or just listen to your colleagues’ questions. This session will have an open forum format and is your opportunity to ask any question you have about taxes and financial aid. Any tax question is on the table – as long as it’s related to verification, conflicting information, the difference between taxable income and cash flow, and/or need analysis. Feel free to send your questions to the presenter in advance ([email protected]) Managing Operations Amidst a Carolyn Sparks, Presenter Pandemic Sarah Baumhoff, Presenter PIVOT…it’s not just for Friends anymore! Do Lisanne Masterson, Presenter you remember when we thought we would be shut down for just two weeks for COVID? And then it was three…four?? Then came CARES Sallie Mae, Moderator Act funding!! Calendar changes for the next academic year! HEERF II funding too! Join seasoned panelists from three different types of institutions to learn how their financial aid offices have pivoted during the pandemic. What was done to keep staff engaged and how their offices are handling student needs are just a couple of topics for discussion. We’ll be there for you! 10:30 am – 11:45 am FSA General Session Kori Smith, OIG Presenter Office of Inspector General (OIG) Campus Logic, Moderator 12:00 pm – 1:00 pm Credible, Lunch & Learn Credible, Presenter Help Your Students Save Money with Credible's Private Student Loan Comparison Tool. During these unprecedented times, students are relying more than ever on online tools and resources. Please join us for a brief session to discuss how your students can make better financing decisions faster and easier and find the best private loan for their unique educational financing needs. Credible is a trusted and recognized online marketplace that can provide your students and their families with competitive, personalized pre-qualified private student loan offers from multiple vetted lenders in real-time on a single dashboard, without affecting their personal credit scores. Concurrent Sessions 1:30 pm – 2:30 pm Working with Your Money (Not Brad Barnett, Presenter Theirs) Brent Tener, Presenter As financial aid administrators, we are really good at working with other people’s money, but PNC Bank, Moderator how good are we in working with our own? This session will include a practical look at the key elements of a solid personal financial plan, including the best way to save for retirement. This session will be particularly useful for those individuals who are relatively new in their professional career. Income Adjustment Professional Robert Weinerman, Presenter Judgements Income Adjustment Professional Judgments CMD Outsourcing Solutions, Our students and their families continue to Moderator experience high levels of economic uncertainty and rely on us to take their hardships into account through our appeals processes. How do you handle requests from students whose families have experienced a reduction in income? This session will explore the adjustments you may choose to make to the FAFSA data elements when a student’s or student’s family member’s income has changed. The session will be numbers focused – looking at both how to construct an estimated income, and how to adjust other FAFSA data elements, like the Income Taxes Paid, that are derived from the AGI NASFAA Direct Loans Dana Kelly, NASFAA Presenter Wondering if you are prorating loans correctly? Do you know what to do when a borrower’s loan Cognition Financial, Moderator amounts are in unequal disbursements? In this Q&A style webinar, we will test your knowledge on key aspects of the Direct Loan program and share guidance NASFAA received from the U.S. Department of Education. Explore some of the most frequently asked questions related to packaging, originating, and disbursing Federal Direct Loans received by our NASFAA AskRegs service. FSA General Session Virginia Hagins, FSA Presenter 3:00 pm – 4:00 pm Modules & Title IV Pell Recalculations Ocelot, Moderator Thursday, February 25th

9:00 am – 10:15 FSA General Session David Barnicki, FSA Presenter am COVID-19 Update Celena Tulloss, SASFAA SASFAA Closing Session President

Credible, Moderator

SASFAA PAST PRESIDENTS

YEAR NAME INSTITUTION AND LOCATION

1963-65 James F. Carr, Jr. Florida Board of Regents, FL

1965-66 Kingston Johns The College Board, GA 1966-67 Charles H. Watson Georgia Institute of Technology, GA 1967-68 Robert B. Kimmell Florida State University, FL 1968-69 Kenneth L. Wooten University of Mississippi, MS 1969-70 Cannon R. Mayes SC Commission of Higher Education, SC 1970-71 James E. Ingle University of Kentucky, KY 1971-72 Eunice L. Edwards Fisk University, TN 1972-73 Richard L. Waters University of Tennessee, TN 1973-74 Winston Bruce University of Mississippi, MS 1973-74 E. Thomas Cleveland Samford University, AL 1974-75 Priscilla M. Light Lynchburg College, VA 1975-76 David L. Hartshorn Florida Junior College, FL 1976-77 Joe L. McCormick Mississippi State University, MS 1977-78 William M. Geer University of NC at Chapel Hill, NC 1978-79 Gerald T. Bird University of Alabama-Birmingham, AL 1979-80 Curtis R. Whalen University of NC at Charlotte, NC 1980-81 Herb Vescio Eastern Kentucky University, KY 1981-82 Benny H. Walker Furman University, SC 1982-83 Cheryl Wilkes O’Keefe Medical College of Georgia, GA 1983-84 Preston Rosser Valencia Community College, FL 1984-85 Marvin G. Carmichael Clemson University, SC 1985-86 Eleanor S. Morris University of NC at Chapel Hill, NC 1986-87 Daniel L. Miller Phillips Colleges, MS 1987-88 Vernetta P. Fairley Pearl River Community College, MS 1988-89 Patsy Braxton North Carolina School of the Arts, NC 1989-90 William P. Rodgers Phillips Colleges, MS 1990-91 Don Rainer AL Commission on High Education, AL

1991-92 Marleen Ingle University of NC at Greensboro, NC

1992-93 Cruzita Lucero Walters State Community College, TN 1993-94 David R. Gelinas University of the South, TN 1994-95 David Cecil Eastern Kentucky University, KY 1995-96 Karen Fooks University of Florida, FL 1996-97 Joel V. Harrell University of Tennessee-Chattanooga, TN 1997-98 Carol A. Mowbray Northern Virginia Community College, VA 1998-99 Susan Little University of Georgia, GA 1999-00 Mary Givhan Mississippi College, MS 2000-01 Bill Cox Meredith College, NC 2001-02 Clark Aldridge University of Montevallo, AL 2002-03 Karen Koonce DiFilippo Tidewater Community College, VA 2003-04 Ron Day Birmingham Southern College, AL 2004-05 Janet Sain Nowicki ECPI, NC 2005-06 Guy Gibbs Northern Virginia Comm. College, VA 2006-07 Brent Tener Vanderbilt University, TN 2007-08 Lisanne Masterson Brevard College, NC 2008-09 Heather Boutell Bellarmine University, KY 2009-10 Keith Reeves Clemson University, SC 2010-11 Sandra Neel Bellarmine University, KY 2011-12 Brad Barnett James Madison University, VA 2012-13 Jeff Dennis Southern Wesleyan University, SC 2013-14 Zita Barree Hampden-Sydney College, VA 2014-15 Nathan Basford Florida State University, FL 2015-16 Amy L. Berrier University of North Carolina, NC 2016-17 Marian Dill Lee University, TN 2017-18 Sharon Oliver North Carolina Central University, NC 2018-19 Bryan Erslan Eastern Kentucky University, KY 2019-20 William ‘Bill’ Spiers Tallahassee Community College, FL

PRESIDENT’S DISTINGUISED SERVICE AWARDS YEAR RECIPIENT INSTITUTION

1981-82 Dr. Neal Berte Birmingham-Southern College 1982-83 Carl D. Perkins U.S. House of Representatives 1983-84 Dr. Dallas Martin NASFAA 1984-85 Eunice Edwards Fisk University 1984-85 Herb Vescio Eastern Kentucky University 1986-87 William M. Geer University of NC at Chapel Hill 1986-87 Palmer Freeman Leroy Springs Foundation 1987-88 Dr. James F. Carr Harding College 1988-89 Guy Snavely Pickett and Hatcher Educational Fund, Inc. 1989-90 Dr. William Wall AL Commission on Higher Education 1990-91 Vernetta P. Fairley University of Southern Mississippi 1991-92 Cheryl Wilkes O’Keefe Medical College of Georgia 1992-93 Preston Rosser Valencia Community College 1993-94 Gerald T. Bird College Scholarship Service 1993-94 Robert Evans U.S. Department of Education 1994-95 Marvin G. Carmichael Clemson University 1994-95 Francine Reeves U.S. Department of Education 1995-96 Ron Gambill Tennessee Student Assistance Corp. 1996-97 Jack L. Woodward Millsaps College 1996-97 Cruzita Lucero Walters State Community College 1997-98 David Cecil Transylvania University 1997-98 Karen Fooks University of Florida 1998-99 Curtis Whalen University of NC at Charlotte 1998-99 Betty Whalen Wingate College 1999-00 Joel Harrell Clark Atlanta University 2000-01 Randy Craig Education Credit Management Corp. 2000-01 Eleanor S. Morris University of NC at Chapel Hill 2001-02 Susan Little University of Georgia 2001-02 Carol Mowbray Northern Virginia Community College 2002-03 Mary Givhan Mississippi College 2002-03 Ken Player South Carolina Student Loan Corp. 2003-04 Jane McNaughton Union Planters Bank 2004-05 Bob Godfrey University of South Carolina-Columbia 2005-06 Clark Aldridge Collegiate Funding Services 2005-06 David Gelinas University of the South 2006-07 Janet Sain Nowicki SunTrust Education Loans 2006-07 Rosemary Stelma East Carolina University 2007-08 Guy Gibbs Northern Virginia Comm. College 2007-08 Greg Martin U.S. Department of Education 2008-09 Bill Cox NC State Education Assistance Authority 2008-09 Karen Koonce DiFilippo Wachovia 2009-10 Debra Talley University of Alabama, Birmingham 2010-11 Ron Day Kennesaw State University 2011-12 David Bartnicki U.S. Department of Education 2012-13 Brent Tener Vanderbilt University 2013-14 Dr. David Mohning Vanderbilt University 2014-15 Heather Boutell Bellarmine University 2014-15 Jeff Dennis Greenville Technical College 2015-16 Nancy Tate Anderson University 2016-17 Sandra Neel University of Louisville 2016-17 Brad Barnett James Madison University 2017-18 Lisanne Masterson Blue Ridge Community College 2018-19 Keith Reeves Clemson University 2019-20 Dr. Sharon Oliver North Carolina Central University 2019-20 Zita Barree Hampden-Sydney College

SAVE THE DATE FEBRUARY 4 – 9, 2022 SASFAA ANNUAL CONFERENCE

2022 will be here before you know it… Join us in downtown MONTGOMERY, AL at the RENAISSANCE MONTGOMERY HOTEL & SPA AT THE CONVENTION CENTER