tasfaa 2012

TASFAA 2012

CONFERENCE PROGRAM

2011-2012 Executive Board

President Lester McKenzie, Tennessee Technological University

President-Elect John Brandt, Union University

Past President Sandra Rockett, Dyersburg State Community College

Secretary Donna Price, Austin Peay State University

Treasurer Amy Collins, East Tennessee State University

2011-2012 Sector Representatives

Representative at Large Janie Burns, Bethel University

Private Sector Rep Richard Brand, Maryville College

Proprietary Sector Rep Sandra Davidson, South College

Public 2-Year Rep Leah Louallen, Nashville State Community College

Public 4-Year Rep Celena Tulloss, University of Tennessee

TN Tech Ctr Rep Owetha Hunter, TTC Whiteville

2011-2012 Committee Chairs

Association Governance Jeff Gerkin, University of Tennessee

Awards Sara Jackson, Chattanooga State Community College

Budget/Finance Marian Huffman, Lee University

Conference Celena Tulloss, University of Tennessee

Diversity Summer Judd, Freed-Hardeman University

Electronic Services Ryan Smith, Bryan College

Governmental Relations Ron Gambill, Edsouth

Historical Naomi Derryberry, TSAC

Membership Sonja McMullen, Sallie Mae

Mentoring Leah Louallen, Nashville State Community College

Public Relations Terri Parchment, TSAC

Nominations Sandra Rockett, Dyersburg State Community College

Site Selection Joanie Walker, Middle Tennessee State University

Sponsorship Janie Burns, Bethel University

State Programs Jane Pennington, TSAC

TSAC Advisory Chair Lester McKenzie, Tennessee Tech University

Training Brenda DiSorbo, Cleveland State Community College

Special Appointee Darolyn Porter, TSAC

Celena Tulloss,

University of Tennessee, Chair

Lester McKenzie,

Tennessee Tech University, TASFAA President

Janie Burns,

Bethel University

Brenda DiSorbo,

Cleveland State Community College

Jan Lassiter,

Edsouth

Sonja McMullen,

Sallie Mae

Terri Parchment,

TSAC

Darolyn Porter,

TSAC

Ryan Smith,

Bryan College

Joanie Walker,

Middle Tennessee State University

April 22, 2012

Dear Colleagues and Friends,

Welcome to the 44th Annual TASFAA Conference. I hope you find the contents

and delivery as rewarding as it has been putting the program together. Celena

Tulloss and the conference committee have been working hard to ensure the

content of the sessions is both relevant and informative. We are pleased to have two friends of Tennessee

here from the Department of Ed, Mr. David Bartnicki and Mr. Wood Mason. They both bring a lively and

enthusiastic knowledge to us.

Please take an opportunity to thank the Board Members listed on page two and the conference committee

on page three for their hard work and dedication to our profession, our institutions and our students!

Nothing could be accomplished without the special efforts of these TASFAA members. I also want to

thank each of you. Taking time away from your offices at this time of year is an investment of time and

energy; we hope you will return to your office more knowledgeable and with a better understanding of the

profession we love.

As I near the end of my year as President, I would be remiss if I didn‟t mention my two families: home

and office. Many of you know my wife and understand she is my right arm - I rely on her for everything

and she has always come through for me. I love you. To each of the staff members in the Office of

Financial Aid at Tennessee Tech University (Debbie, Adriane, Jeff, Jonathan, Libby, Linda, Sherri, Polly,

Kristyn, Lita, Geneva, Tina and lastly Brenda) I owe you everything for covering me when I am out and

supporting me throughout this year. Wouldn‟t trade you for the world! And finally to my boss, Dr. Robert

Hodum, my friend, colleague and mentor - your support, guidance and faith mean everything.

As each of you look through this program, please understand the theme of the conference: Working in

Harmony! Each of us has an instrument to motivate, entertain, captivate, or just make noise. Our students

and institutions don‟t need more noise in their lives so we must harness the talent that is inherent in each

of us to work in harmony with all others no matter if they are making beautiful music or noise.

Peace in your hearts,

Lester McKenzie, President

Dear TASFAA Friends:

On behalf of the Conference Committee, I am pleased to welcome you

to the 2012 TASFAA Conference!

This year‟s theme “TASFAA: Working in Harmony” speaks to the goals

of our profession, trying to harmoniously join federal, state and

institutional regulations with excellent customer service and outreach to

our students. As Financial Aid Administrators, the TASFAA

conference allows us to network with our colleagues and friends, to learn, to de-stress and to

find harmony in our work/life balance.

This year‟s conference has a wide variety of sessions designed to benefit both new members

and experienced ones. We are excited to be joined by several distinguished guests, including

David Bartnicki and Wood Mason from the U.S. Department of Education, Jeff Dennis,

SASFAA President, and Justin Draeger, NASFAA President. Please join me in welcoming

them to Tennessee and our TASFAA family.

Please make time to visit the exhibit area often during the conference to thank our donors for

their support of our training efforts. Their financial support is critical to TASFAA and our

conference.

As you attend the various sessions, visit with friends and colleagues and enjoy some fellowship.

Tennessee is famous world-wide for its music, and we hope your time with us at the TASFAA

2012 Conference brings some harmony to your life and work.

Sincerely,

Celena Tulloss

2012 TASFAA Conference Chair

Cell Phones/Electronic Devices

As a courtesy to the speaker and attendees, please turn your cell phones and/or

electronic devices to a silent position during General and Concurrent Sessions.

Conference Attire

Business casual attire is appropriate for the entire conference.

Hospitality Suite

The TASFAA Hospitality Suite is Suite 1120 and will be open at various times throughout the

conference. The hours are listed in the agenda section of this program and in the Pocket

Program.

Meals

Please note that Sunday and Tuesday Dinners are “On Your Own”. For conference meals,

individuals who requested vegetarian meals can indicate this to the wait staff during each meal

and they will accommodate your request.

Name Badges

Please wear your name badge at all times as it is necessary for admission to all conference

sessions and meals. If you misplace your badge, please go to the registration desk.

Special Thanks

As always, the members of TASFAA express their gratitude for the continued support from our

grand patrons and vendors who have allowed us to offer this spring conference for a reasonable

fee. A listing of those agencies and organizations providing conference support is included in

this program.

Vendor Area

The vendor area will be considered closed during all General Sessions and meal functions.

3:00 pm to Close Conference Headquarters Clydesdale

4:00 pm to 6:00 pm TASFAA Suite Open Suite 1120

6:00 pm to 8:00 pm Executive Board/

Conference Committee Dinner Suite 1120

8:00 am til Close Conference Headquarters Clydesdale

8:00 am to 9:00 am New Aid Officer

Workshop Registration Registration Counter

8:30 am to 9:00 am Executive Board Breakfast Franklin

8:30 am to 9:00 am New Aid Officers Breakfast Williamson

9:00 am to 2:30 pm Executive Board Meeting Franklin

9:00 am to 4:00 pm New Aid Officers Workshop Williamson

12:00 pm to 1:00 pm Exec Board/New Aid Officers

Luncheon Mustang/Quarterhorse

1:30 pm to 3:00 pm Vendor Area Setup Salons 7 - 10

2:00 pm to 4:45 pm Conference Registration Registration Counter

2:30 pm to 3:30 pm Governmental Relations Comm Thoroughbred

3:30 pm to 4:45 pm Vendor Area Open Salons 7-10

5:00 pm to 6:15 pm General Session Salon 6

Federal Update

Presented by David Bartnicki, USDOE

6:30 pm to 10:00 pm President‟s Welcome Reception Suite 1120

7:30 am til Close Conference Headquarters Open Clydesdale

8:00 am to 11:45 am Conference Registration Open Registration Counter

8:00 am to 11:45 am Vendor Area Open Salons 7 - 10

8:00 am to 9:00 am Continental Breakfast Salons 7-10

9:00 am to 10:30 am General Session Salon 6

Direct Loans and COD

Wood Mason, USDOE

9:00 am to 10:30 am TTC Meeting Saddlebred

10:30 am to 10:45 am Break Salons 7-10

10:45 am to 11:45 am Concurrent Sessions A

DL Service Providers

Sonja McMullen, Sallie Mae

Dana Kelly, Nelnet

Roger Eldridge, Great Lakes

David Bartnicki, USDOE

Williamson

FA’s Role in Retention

Richard Brand, Maryville College

Nancy Beverly, King College

Eddie White, Trevecca Nazarene Univ.

Saddlebred

R2T4 for Modules

Brenda Burney, Columbia State CC

Donna Price, Austin Peay State Univ.

Joe Myers, Motlow State CC

Janie Burns, Bethel University

Franklin

Banner Hot Topics Wanda Emfinger, Motlow State CC

Mary Cochran, Austin Peay State Univ Highland

Dealing with Difficult People David Bowman, Great Lakes Morgan

12:00 pm to 1:30 pm Awards Luncheon Salon 5

1:30 pm to 4:30 pm Conference Registration Open Registration Counter


Satisfactory Academic Progress



3:00 pm to 3:30 pm Break Salons 7-10

3:30 pm to 4:30 pm Concurrent Sessions B

SAP Panel Josh Moran, Nashville State CC

Eddie White, Trevecca Nazarene University Williamson

Scholarship Software Kelly Chambers, TTU

Bonnie McCarty, MTSU Saddlebred

Financial Literacy

Cathy Jones, TSAC

Charles Harper, Belmont University

Brenda Burney, Columbia State CC

Trina Wilson, MTSU

Highland

NASFAA Reauthorization Brent Tener, Vanderbilt University Franklin

Soft Skills/ Leadership Larry Rector, Johnson University

Jeff Dennis, Southern Wesleyan University Morgan

5:30 pm to 7:30 pm Dinner Salon 5

7:30 pm - 10:00 pm Entertainment/Dance

Live Concert by Frank Ortega Salon 5/6

7:30 am „til Close Conference Headquarters Open Clydesdale

8:00 am to 11:45 am Conference Registration Open Registration Counter

8:00 am to 9:00 am Continental Breakfast Salons 7-10

8:00 am to 10:45 am Vendor Area Open Salons 7-10

9:00 am to 10:30 am General Session/Business Meeting Salon 5

TSAC/TELS

Diane LeJeune, Jason Seay, Richard Rhoda, Tim Phelps and Jane Pennington

9:00 am to 10:30 am Grad/Professional Meeting Boardroom

10:30 am to 10:45 am Break Salons 7-10

10:45 am to 11:45 am Concurrent Sessions C

Gainful Employment Owetha Hunter, TTC Whiteville

Gary Fouts, TTC Dickson Morgan

TSAC/e*GRandS Naomi Derryberry, TSAC

Robert Biggers, TSAC Highland

Verification Panel

Jeanne Hinchee, Chattanooga State CC

Amanda Heath, TTC Covington

Willie Thomas, Chattanooga State CC

Janie Burns, Bethel University

Celia Bradley, MTSU

Salons 3/4

Top Ten Compliance Issues Dana Kelly, Nelnet

Clyde Walker, Vanderbilt University Franklin

Serving Students with

Disabilities Summer Judd, Freed-Hardeman University Saddlebred

12:00 pm to 1:30 pm Business Luncheon

Vendor Recognition Salon 5

1:30 pm to 4:30 pm Conference Registration Registration Counter


Federal Question and Answer



3:00 pm to 3:30 pm Break Salons 7-10

3:30 pm to 4:30 pm Vendor Area Breakdown Salons 7-10

3:30 pm to 4:30 pm Birds of a Feather Sessions

Private Sector Richard Brand, Maryville College Franklin

Public 4 Year Sector Stephen White, MTSU Williamson

Public 2 Year Sector Leah Louallen, Nashville State CC Highland

Proprietary Sector Sandra Davidson, South College Saddlebred

TTC Sector Owetha Hunter, TTC Whiteville Morgan

Dinner on Your Own

7:30 am to 12:00 pm Conference Headquarters Open Clydesdale

8:00 am to 9:00 am Breakfast Salon 5

9:00 am to 9:45 am NASFAA Notes Salon 5

Justin Draeger, NASFAA

9:45 am to 11:15 am General Session Salon 5

VERIFICATION


11:15 am to 11:30 am Closing Remarks Salon 5

Edfinancial Services

Edsouth

TSAC

Discover/Citi Assist Loans

First Marblehead

Inceptia (NSLP)

Nelnet

USA Funds

Wells Fargo

tasfaa 2012

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