2008 Conference

Photo provided by the Convention & Visitors Bureau of Greater Portland.

Educational Credit Management Corporation (ECMC) is a nonprofit national FFELP guarantor committed to providing benefits, services, and products that really make a difference for students, schools, and lenders.

A guarantor partner with your needs in mind ...

Why choose ECMC as your guarantor partner? To learn more about how you and your students can receive real benefits with our value-added products and services, contact Jolene Burke, your regional ECMC Client Relations representative.

Jolene Burkejburke@ecmc.org888.775.3262, ext. 7146 toll free757.645.7112 directwww.ecmc.org

0% Default FeeWe pay the Federal default fee for all borrowers regardless of lender/servicer relationship, loan type, or school through June 30, 2009.

Financial LiteracyOur Financial Awareness Basics (FAB) program teaches students smart money management practices in ways they can understand.

Default PreventionWith one of the industry-leading cure rates, we offer communications and strategies that can be customized to best serve your default prevention goals.

Custom School Web PagesTogether, we design custom Web pages based on your financial aid process. Your students will appreciate a Web-based process that provides helpful information and instructions, leading them through your required steps in the financial aid process.

Personalized Products & ServicesOur flexible tools, products, and services can be tailored to meet your requirements.

that’s empowering!

Dear EASFAA Colleagues,

Welcome to Portland, Maine, host of our 42nd annual conference. As our profession continues to grow and evolve, it has never been more important to come together to share our hopes and dreams for the future, as well as our expertise and experience. Our greatest strength continues to be our many differences that when brought together provide the diversity of background, thought and practice that makes EASFAA’s members the most outstanding in the nation!

The conference committee, led by Susan Howard (Antioch University New England), has worked hard to anticipate your every need while

in Portland. They have planned a conference that guarantees to provide EASFAA members of all levels of experience, from all types of colleges and universities, and from all backgrounds and cultures, an opportunity to learn, share, and grow while at our conference. You will have the op-portunity to meet and gain the vision of the new NASFAA President, Dr. Phillip Day, as well as, New Jersey Colleague and NASFAA National Chair, Michael Bennett. You will be challenged and inspired by our general session speakers, and have the opportunity to learn from your peers at our concurrent sessions.

I want to offer a special thank you to the local arrangements committee and all of our friends in the Maine Association of Student Financial Aid Administrators (MASFAA). The support we receive annually from our conference host state association is the major reason EASFAA Confer-ences continue to provide a tradition of excellence!

Please take a moment while at our conference to visit and learn from our partners in the exhibit area, and thank them for their support. There are many exhibitors who would like to share their ideas and business solutions with you.

It has been a very busy and exciting year and perhaps one of the most rewarding of my career. I would like to thank the officers, state representatives, committee chairs and committee members, for helping to guide EASFAA through the past year. I would also like to thank you for giving me the opportunity to serve as your president this past year.

All the best to all of you!

Sincerely,

William CheethamEASFAA President

Letter from the President

The Travis Roy FoundationThe Travis Roy Foundation was established in 1997 to help spinal cord injury survivors and to fund research into a cure. Inspired by Travis’ own story, the lifeblood of the Travis Roy Foundation has been the generosity of individuals, corporations and foundations across North America. This generosity has made an immediate impact on the lives of many individuals. Since 1997 the Travis Roy Foundation has distributed more than $1.3 million in individual grants and to research projects and rehabilitation institutions across North America. The individual grant funds have been used to modify vans and to purchase wheelchairs, computers, ramps, shower chairs, and other adaptive equipment to help paraplegics and quadriplegics live their lives. Here are some examples of recent individual grants:

• $4,125 to a quadriplegic little 4-year-old girl in Voorhees, NJ for an electronic page turner, as she is learning to read

• $2,500 to a quadriplegic young man in Windham, NH for a therapeutic chair

• $5,000 to a quadriplegic young man in Parkman, ME for driver evaluation, training, and modifications to the family van

•$5,000 to a 19-year-old quadriplegic woman in Westfield, MA towards an indoor lift in her family’s home

•$5,000 to a 20-year-old quadriplegic woman in Rochester, NY to go towards an adapted van

•$2,670 to a quadriplegic young man in Bristol, RI for an electronic control unit for telephone, lights, television, etc.

•$3,500 to a quadriplegic young man in Stetson, ME to pave his family’s steep gravel driveway in order to make it more wheelchair accessible and for hand controls so he can drive

•$1,200 to a quadriplegic man in Groveton, NH for home modifications

In addition to the individual grants, approximately half of the Foundation’s awards go to support research into an eventual cure to spinal cord paralysis. This goal, which is within reach, is the long-term answer to the survivors of paralysis. The Travis Roy Foundation is uniquely positioned to touch individual lives with its focus on providing adaptive equipment and sponsoring research. In the US alone, there are approximately 250,000 people currently living with a spinal cord injury and 13,000 new injuries each year. The Travis Roy Foundation could help many more deserving applicants if funds were available.

______________________________________________________

IMPORTANT INFORMATION

Name Tags: The name tag you receive with your registration packet is required for admission to all conference sessions and activities, including meals and the vendor area. Please wear the name tag at all times. If you need a replacement, go to the Registration area.

Vendor Area: The vendor area is located in the Casco Bay Hall. Please visit our sponsors and show your appreciation for their support.

Local Arrangements Booth: Please visit our local volunteers for great information about area attractions, dining, sightseeing and other fun events while you are in Portland.

Cell Phones: Please be kind to our presenters and those around you and turn your cell phone off.

PAsT PResIdeNTs

The entire EASFAA membership would like to recognize those individuals who served the EASFAA members as President. These individuals provided the leadership and vision which established a firm foundation for our region to reach new heights each year. We have not forgotten you and thank you for all you have done.

2006-07 Larry R. Chambers 2005-06 susan Howard 2004-05 Thomas J. dalton 2003-04 Christine Zuzack 2002-03 suzy Allen 2001-02 Robert d. shorb 2000-01 Pamela Gilligan 1999-00 Michael Bennett 1998-99 George Chin 1997-98 david Myette 1996-97 douglas Bucher * 1995-96 Yvonne Gittens 1994-95 Rachael L. Lohman 1993-94 Linda Anderson-Mercier 1992-93 Richelle emerick 1991-92 William Irwin 1990-91 Irvin Bodofsky 1989-90 Arthur Jackson 1988-89 Arthur James 1987-88 Burt Batty 1986-87 Joseph sciame 1985-86 P. Jerome Cunningham * 1984-85 Robert Condon 1983-84 Renee saleh 1982-83 Micheileen doran 1981-82 douglas Macdonald * 1980-81 Richard Black 1979-80 Arthur Fritz 1977-78 Marcia Pond Gardner 1975-77 Marty Lefkovits 1973-75 John Madigan * 1971-73 Tom Wadlington * 1969-71 Grant Curtis * 1968-69 Peter Gunnes 1967-68 JackCritchfield

* deceased

2007-2008 eAsFAA executive Council

William Cheetham, President LeMoyne College

Gordon (Dino) Koff, President-Elect Vermont Law School

Larry Chambers, Past President Ithaca College

Barbara Miller, Vice-President University of Maryland University College

Maribeth Quinn, Secretary Muhlenberg Regional Medical Center

Barbara Schmitt, Treasurer Mansfield University

Michael McGraw, Past Treasurer Tompkins Cortland Community College

2007-2008 eAsFAA Conference Committee Linda Conant Husson College

Laurie Curtis Nelnet

Michelle DiGioia Boston College

Angela Dostie Finance Authority of Maine

Howard Entin Borough of Manhattan Community College

Susan Howard Antioch University New England, Chair

Dino Koff Vermont Law School

Brian Lemma Georgetown Unversity

Gary Means Westmoreland County Community College

Cathy Patella Wells College

Susan Sawyer Bank of America

Mila Tappan University of Maine

2007-2008 eAsFAA Council state Representatives

Connecticut John Giordano, Southern Connecticut State University

delaware Christine Lodge, American Educational Services

district of Columbia Precious Smith, American Educational Services

Maine Linda Conant, Husson College

Maryland Stephanie Bender, EDFUND

Massachusetts Donna Wood Lozier, Springfield College

New Hampshire Jason Graves, Chester College

New Jersey Helen Mikulak, Somerset County Technical Institute

New York Heather McDonnell, Sarah Lawrence College

Pennsylvania Mary Kosin, Luzerne County Community College

Puerto Rico Elena Garcia, Caribbean University

Rhode Island Gregory Silva, Rhode Island Higher Education

Tri-state Laura Boesler, Johns Hopkins University

Vermont Cathy Mullins, Landmark College

We’re here for you today to achieve a brighter tomorrow.We know the more help you get, the more help you can give—and the better chance there is for students’ success. So we designed a complete group of products along with solid service and support—to make sure the financial aid process goes smoothly for everyone. Learn about our industry-leading initiatives, default prevention efforts and more by calling 866-464-7855 or visiting mygreatlakes.org.

©20

08 G

reat

Lak

es H

ighe

r Edu

catio

n Co

rpor

atio

n an

d Af

filia

tes

eAsFAA Committees Volunteers 2007-08 Association Governance Barbara Miller, University of Maryland University College, Chair

Constitution and By-Laws Larry Chambers, Ithaca College, Chair

development Laurie Curtis, Nelnet, Chair Kathryn Blair-Enman, University of New England Trisha Malloy, Student Loan Express Laura Worley, Citibank

electronic Initiatives Mary Miller, American Education Services, Chair

Federal Relations Irv Bodofsky, SUNY Upstate Medical Center, Co-Chair Pierre Alric, Consultant, Co-Chair

Finance Barbara Miller, University of Maryland, Chair Larry R Chambers - Ithaca College William C Cheetham - LeMoyne College John L Giordano - Southern Connecticut State University Dino Koff - Vermont Law School Christine A Lodge - American Education Services Michael J McGraw - Tompkins Cortland Community College Helen C Mikulak - Somerset County Technical Institute Maribeth Quinn - Muhlenberg Regional Medical Center Barbara L Schmitt - Mansfield University Donna C Wood Lozier - Springfield College

Graduate and Professional Concerns Odette Franceskino, Quinnipiac University School of Law Valeria Harris, Harvard Graduate School of Education Clair Jacobi, NY College of Osteopathic Medicine Darrin Rooker, NY Chiropractic College Kimberly Siwarski, Access Group Gina Soliz, Syracuse University College of Law Joseph Weglarz, Marist College

Historian/Archivist Robert Shorb, Skidmore College, Chair

Leadership development Anne Barton, NSLP, Co-Chair John View, SUNY Environmental & Forestry, Co-Chair Suzy Allen, University of New Hampshire Sandy Brown, Access Group Ken Ferreira, Franklin Pierce University Richard Heath, Ann Arundel Community College Cindy Kohlman, St. John Fisher College Dawn Mosisa, NSLP Cathy Patella, Wells College

Membership Gary Means, Westmoreland County Community College, Chair

Multicultural diversity Precious Smith, American Education Services, Chair Neville Brown, Eastern Connecticut State University Linda Conant, Husson College Shannon Gallagher, Roger Williams Richard Heath, Anne Arundel Community College Shelly Honeycutt, AAA Southern New England Felix Lugo, EduK Group Zenaida Navarro, University of Puerto Rico Humacao Mary Torres-Erikson, M&T Bank

Newsletter Melissa Rakes, Delaware Technical & Community College, Chair Brian Lemma, Georgetown University Elizabeth Violette, Husson College Brian Blackburn, Higher Education Specialist John Wiersma, Campus Door, Inc

Nominations and elections Larry Chambers, Ithaca College, Chair Suzy Allen, University of New Hampshire John Giordano, Southern Connecticut State University Dino Koff, Vermont Law School

site selection Dino Koff, Vermont Law School, Chair

Training Thomas Dalton, Excelsior College, Co-Chair Wynette Richardson, Brown University, Co-Chair Velma Aponte, Universidad Central de Bayamon AnnMarie Bouse, Berkeley College Andrea Cipolla, University of MD University College Jacqueline Davies, Middlebury College Clinton Hanson, Thomas More College of Liberal Arts Wayne Harewood, Kingsborough Community College Richard Heath, Anne Arundel Community College Gary Means, Westmoreland County Community College Aida Mirante, Salve Regina University Tim Wolfe, St. Mary’s College of Maryland

Volunteer Recognition Jim Murphy, City University of New York, Co-Chair William Irwin, Lock Haven University of Pennsylvania, Co-Chair

Edamerica has an established traditionof honoring the financial aid profession.

Our is based on the concept that allstudents should follow the financial aid pathwayby first applying for federal financial aid.

Our give students a stable source forlow-cost education loans through a networkof nonprofit funding.

Our are based on your needs to ensureaccurate and timely delivery of loan funds withminimal school intervention.

Our are familiar, reliable resources, committedto our schools and to the students we serve.

Edamerica is a trusted source for student loans.

800.337.1009 • www.edamerica.netan Edfinancial Services lender

Local Arrangements Committee

Lori Boarts, UNE

Jeanne Boucher, UNE

Linda Conant, Husson College, Chair

Ellen Cost, University of Maine, Ft. Kent

Andrea Cross, St Joseph’s College

Laurie Curtis, NELNET

Angela Dostie, FAME

Kelly Knight, Andover College

Mike Lussier, Maine College of the Arts

Jeff McMaster, Citibank

Donna Metayer, UNE

Rand Newell, Unity College

Nikki Rediker, New England School of Communications

Mila Tappan, MASFAA, President, University of Maine

eAsFAA would like to thank our exhibitors for their support

of our 42nd Annual Conference.

PLeAse VIsIT OuR exHIBIT AReA IN CAsCO BAY HALL

Access Group, IncACs, Inc.

American education servicesAmerican student Assistance

Bank of AmericaChase

Citibank student LoansCitizen’s Bank

College Aid Calculator/Think AheadeLM

edamericaedFuNd

Finance Authority of MaineGreat Lakes educational Loan services

GreenNote, IncImageNow by Perceptive software

Key BankNational student Loan Program (NsLP)

PNC Bank education Loan Centersallie Mae, Inc

TeRITexas Guarantee (TG)

The NHHeAF NetworkusA Funds

Vermont student Assistance CorporationWachovia education Finance

Wells Fargo

NAsFAA Board Members and Committee Members from the eAsFAA Region 2007-08

National Chair Michael Bennett, Brookdale Community College, NJ

Commission directorRichard Woodland, The Curtis Institute of Music, PA

Representative-at-LargeMichael McGraw, Tompkins Cortland Community

College, NY

Sarah Bauder, University of Maryland, College Park, MD

eAsFAA PresidentWilliam Cheetham, LeMoyne College, NY

eAsFAA Past PresidentLarry Chambers, Ithaca College, NY

eAsFAA President-electDino Koff, Vermont Law School, VT

Association Governance and Membership CommitteeRobert Shorb, Skidmore College, NY

Awards Committee George Chin, Chair, City University of New York, NY

Thomas Dalton, Excelsior College, NY

editorial Board of student Aid TranscriptKayla Goldring, Mesiva Torah Vodaath Rabbinical

Seminary, NY

editorial Board of the Journal of student Financial Aid

Joe Paul Case, Executive Editor, Amherst College, MA

Daniel Barkowitz, Massachusetts Institute of Technology, MA

Sandy Baum, The College Board, DC

Donald Heller, Pennsylvania State University, PA

Bridget Terry Long, Harvard University, MA

Federal Issues CommitteeDavid Sheridan, Chair, Union County College, NJ

Eileen O’Leary, Stonehill College, MA

Moshe Weisberg, Rabinnical College, NJ

Finance and Audit CommitteeMichael Bennett, Brookdale Community College, NJ

Michael McGraw, Tompkins Cortland Community College, NY

Graduate and Professional Issues CommitteeMichelle Chamley, Vermont Law School, VT

Leadership development and Professional Advancement Committee

Cathleen Patella, Wells College, NY

National Conference CommitteeSuzy Allen, Chair, University of New Hampshire, NH

Maribeth Quinn, Muhlenberg Regional Medical Center, NJ

Nominations and elections CommitteeBarbara Miller, University of Maryland

University College, MD

Research CommitteeKenneth Grugel, Chair, Clarion University, PA

Mark Lindenmeyer, Loyola College, MD

student Access and diversity CommitteeSharon Hassan, Chair, Goucher College, MD

Wayne Harewood, City University of New York, NY

Technology Initiatives CommitteeNicholas Zinser, Chair, Northeastern University, MA

Carmen Panlilio, New Jersey City University, NJ

Chris Pesotski, The University of the Arts, PA

Training and Best PracticesEllen Shilkret, Vassar College, NY

After earning her bachelor’s degree, Laurie Dent had little money left to make her student loanpayments. A default prevention counselor for USA Funds® helped Dent obtain a forbearanceto briefly suspend her loan payments and advised her how to consolidate her loans to reduceher monthly payments. As a result, Dent has been current in her payments for more than a year.

By preventing loan defaults, USA Funds annually saves borrowers like Laurie Dent an estimated$5.5 billion in additional loan costs.

To learn more about how USA Funds can get results for you and your students, call toll-free (866) 497-USAF, or visit www.usafunds.org/results.

Getting Re sults for StudentsUSA Funds helps borrower resolve payment problems

“”

It’s become ingrained in mymind that I pay my student loanbills. In honor of the peoplewho helped me, I pay my bills.

Laurie DentStudent Loan Borrower

AD-117 EASFAA Conf-Dent-BW:Layout 2 3/20/08 2:59 PM Page 1

GuesT sPeAKeRsP. eric Abercrumbie, Ph.d currently serves as Director of Ethnic Programs and Services and the

African-American Culture and Research Center at the University of Cincinnati. Also, he serves as an Adjunct Assistant Professor in the Department of African-American Studies in the McMicken College of Arts and Sciences.

This native of Falmouth, Kentucky graduated from Covington Holmes High School in 1966, received his B.A. in Sociology and his M.A. in Counseling from Eastern Kentucky University and a Ph.D. in the Interdisciplinary Studies Program from the University of Cincinnati. His academic and professional expertise is focused on issues concerning Black

males in America. He is the originator of the Black Man Think Tank, which has received national acclaim. Dr. Abercrumbie is highly recognized in his work with cultural diversity. He serves as a racial/human relations consultant to corporations, community groups, and educational systems.

In 1978 and 1980, Dr. Abercrumbie was named by the United States Jaycees as one of the Outstanding Young Men In America. In 1985, the American Biographical Institute named Dr. Abercrumbie one of the Outstanding Community Leaders of the World. In 1986, he was elected to Who’s Who Among Black Americans and in 1987, he was named an honorary member of the Golden Key National Honor Society. Also, in 1987 Dr. Abercrumbie was named by the United States Peace Corps as the Black Educator of the Year and by the YMCA of Greater Cincinnati as Black Achiever. In 1997 Dr. Abercrumbie was nominated for Applause Magazine’s Imagemaker Award which recognizes individuals for their outstanding contribution to the Greater Cincinnati Black community.

In 1993, Dr. Abercrumbie’s service was recognized at the renowned Black Man Think Tank where he was presented the Key to the City of Cincinnati by Mayor Dwight Tillery. In 1996 Dr. Abercrumbie received the Award of Excellence from Concerned Black Men, Inc. for his untiring work on behalf of the Black Community and in particular the Black male. In 1998, he received the Just Community Award of Excellence for his outstanding contribution that promotes the ideas of a just and caring community. Also, in 1998, Dr. Abercrumbie received the Kent State University Community Service Award and the University of Cincinnati United African Organization named him the Administrator of the Year.

Dr. Abercrumbie previously served as President of the John D. O’Bryant National Think Tank for Black Professionals in Higher Education on Predominantly White Campuses and is an author for a chapter in their first book titled, Our Stories: The Experiences of Black Professionals on Predominately White Campuses. In April of 2002, Dr. Abercrumbie was inducted into the Eastern Kentucky University Distinguished Alumni Hall of Fame. On February 24, 2006, the epitomy of his career service was recognized as he received the very prestigious Gandhi, King, Ikeda Community Builders Award presented by Morehouse College. Dr. Abercrumbie is a member of the Omega Psi Phi Fraternity, Omicron Delta Kappa Honor Society and the Lincoln Heights Missionary Baptist Church located in Cincinnati, OH. He is happily married to Claudia Abercrumbie and has a daughter, Erica, and a son, Paul.____________________________________________________________

Jeff Baker is no stranger to financial aid and to EASFAA. He has been a student aid professional for more than 30 years, starting at the University of Wisconsin at Milwaukee and including almost 20 years at San Francisco State University. Prior to entering the field of financial aid, Jeff was a public school teacher in the Port Washington Wisconsin public schools. For the past 12 years Jeff has been employed at the Department of Education where he is currently the Director of the Policy Liaison and Implementation Staff for Federal Student Aid. In that capacity he advises senior FSA management on all statutory, regulatory, and policy matters that relate to the Title IV Federal student aid programs.

Jeff holds a B.S. in Management from Northeastern University, an M.S. in Education from the University of Wisconsin and has done postgraduate work in higher education administration at the University of Southern California.

Throughout his financial aid career, Jeff has been an active member of NASFAA serving as a committee chair, trainer and twice as a Commission Director. He is a past member of the WASFAA Executive Council and a Past President of the California association.

Jeff is the recipient of numerous awards, including NASFAA’s Meritorious Achievement Award and Regional and State Leadership Award. He has been honored by WASFAA with their Creative Leadership Award and Lifetime Membership Award and is the recipient of a Distinguished Service Award, President’s Award and Lifetime Membership Award from the California association. Jeff is also the recipient of a Distinguished Service Award from The College Board.____________________________________________________________

Michael J. Bennett has been employed in the education field for over 30 years and has worked as a high school English teacher, guidance counselor, coach, admissions representative, college counselor, adjunct professor and financial aid administrator. Mike is currently employed at Brookdale Community College where he has served as Director of Financial Aid for 23 years.

He has done numerous presentations and written articles for NJASFAA, EASFAA, NASFAA, and the College Board. He is a Past President of the New Jersey Association of Student Financial Aid Administrators, the Eastern Association of Student Financial Aid Administrators and is currently the National Chair of the National Association of Student Financial Aid Administrators.

____________________________________________________________

dr. Philip R. day, Jr. has more than 35 years experience as a teacher, college administrator and chief executive in postsecondary education. Prior to assuming the Presidency of the National Association of Student Financial Aid Administrators (NASFAA), Dr. Day served as Chancellor of City College of San Francisco, one of the largest and most diverse community college districts in the United States for a ten year period. Upon his departure, Dr. Day was designated by the Board and College Community as Chancellor Emeritus. Dr. Day also served as the President of Daytona Beach Community College from 1990-1998, after having served as President of Cape Cod Community College in Massachusetts and Dundalk Community College in Baltimore, Maryland. Typically, and in his role as a college CEO, Dr. Day has served in leadership positions with the Chamber of Commerce, Workforce Investment Board, and other social/human service/economic

development related organizations.

At the state level in California, he is the former Chairman of the Community College League of California’s Legislative and Finance Committee and member of the State Board of Governor’s Funding Formula Task Force. On a national level, Dr. Day has served for a six-year term as a member of the Board of Directors of the American Association of Community Colleges and for three years, was a member of the Board of Directors of the American Council on Education. While on the Board of AACC, he was the founding Chair of the Commission on Workforce and Economic Development. He also served for six years as a member of the National Advisory Council on Vocational Education, which advises Congress on all matters related to vocational/career education.

Most recently, Dr. Day has directed and is the founding President of the National Articulation and Transfer

Network (NATN), a voluntary consortium of Great City Schools, Urban-based community colleges, HBCUs, HSIs, Native Americans, and Asian/PIs-serving institutions dedicated to improving access to the Baccalaureate degree for students of color by improving the transfer process. NATN now operates at the national level under the sponsorship of the Institute for Higher Education Policy and the Alliance for Equity in Higher Education which consists of the Hispanic Association of Colleges and Universities (HACU), the National Association for Equal Opportunity in Higher Education (NAFEO), and the American Indian Higher Education Consortium (AIHEC). Dr. Day continues to serve as the Immediate Past President of the Board of Directors of NATN.____________________________________________________________

scott A. Giles is Vice President for Policy, Research and Planning at the Vermont Student Assistance Corporation where his responsibilities include policy and strategy development, government, community affairs and public affairs, and delivery of career and education outreach services to low-income students and adults.

Prior to joining VSAC, Mr. Giles served as Deputy Chief of Staff of the House Committee on Science. In this capacity he advised the chairman on education, space and research policy and managed the Subcommittees on Research and Space and Aeronautics. Mr. Giles was a principal staff member on the Mathematics and Science Partnerships Act, the Tech Talent Act, the Cybersecurity Research and Development Act, the National Science Foundation Authorization Act of 2002 and the Homeland Security Act of 2002. He also served on the Science Committee Space Shuttle Columbia accident investigation team.

From 1997 to 2001, he served on the professional staff of the Senate Committee on Health, Education, Labor, and Pensions where he advised the chairman on budget, education and research policy. Mr. Giles served as the committee’s principal staff negotiator for budget and appropriations and was a lead staff member on the National Science Foundation Authorization Act of 1998, and the Higher Education Amendments of 1998. Prior to joining the Committee, he worked for ten years as a Senior Associate and team leader at Cassidy & Associates where he provided government and public affairs services to colleges, universities, hospitals and non-profit organizations. From 1982-1986, he served as legislative director for the Honorable Frank Horton (R-NY).

Mr. Giles has a BA in religious studies from St. Lawrence University and an MA in religious ethics from the University of Virginia. He is a doctoral candidate in ethics at the University of Virginia and writes and speaks extensively on biomedical ethics, education and science policy. Scott is listed in Who’s Who in American Education. He is a member of the federal Advisory Committee on Student Financial Assistance and serves as the designated negotiator for non-profit education loan providers during the current round of negotiated rulemaking.____________________________________________________________

MarkGreenfield is a highly regarded, influential member of the higher education web community. He is an accomplished speaker who frequently presents at a wide range of higher education conferences and meetings where his thought provoking commentary on the impact of emerging technology on college campuses challenges audiences to rethink their basic assumptions about web communications.

Mark has worked at the University at Buffalo for over 20 years. He has been a full time web professional for the past 12 years, currently serving as Director, Office of Web Services. He began his career at UB as a supervisor for Instructional Technology Services where he played a significant role in integrating technology into the classroom. Mark

has also served as a visiting instructor in UB’s former School of Informatics. His research interests include emerging technologies, the social web, the mobile web, the Millennial Generation and their use of technology, and the impact of globalization and technology on the academy.

Mark spends his spare time working as a consultant assisting organizations in developing strategies that leverage the full potential of emerging web technologies.

Mark’s other professional interests include customer service and the application of the principles of total quality management in higher education. Mark has given several presentations both locally and nationally on how to incorporate Stephen Covey’s seven habits into customer service.

Born and raised in Hamburg New York, Mark currently resides in Clarence. His other interests include sports and music. An avid golfer and tennis player, he has retired from his favorite sport of lacrosse. He has held many coaching positions including lacrosse at Hamburg High School, The Nichols School, and Buffalo State College; and Girl’s Tennis at Hamburg High School. Mark coached the UB Men’s Lacrosse team for 11 years where he compiled a 170 - 45 record and led UB to national prominence on the college club lacrosse scene.____________________________________________________________

Bob Marley, originally from Maine, began performing stand up comedy in his hometown of Portland. He moved to Boston early in his career, gaining experience in a city known for spawning comedy all-stars. Marley is one of the hottest and most sought after comedians in the country. He taped a half hour special for Comedy Central which made its premiere right after the New Year.

Making his first television appearance on Comedy Central, he is now one of the few comics to do the complete late night circuit including The Late Show with David Letterman, The Tonight Show with Jay Leno, Late Night with Conan O’Brien, and The Late Late Show with Craig Ferguson and Craig Kilborn. He has also appeared on 100

Television shows including VH-1’s “Super Secret Movie Rules”, Comedy Central’s “Premium Blend” and “USO Comedy Tour.”

Marley is a regular at the Aspen and Montreal Comedy Festivals. This year the Montreal Just For Laughs Festival voted him “Best of the Fest” and “Talk of the Fest.” He has played Las Vegas quite a bit over the years including Harrah’s this year. After recently celebrating his 15th year in comedy Marley continues to shine. He released his 11th CD and 4th DVD just in time for the holidays as a CD/DVD combo. It has 2 hours of Bob’s performances taped around the world. He has a weekly radio call in segment with several radio stations around the country called “The World According to Bob.” A featured comedian on XM and Sirius satellite radio systems that continually makes new fans around the country.

Marley’s brand of high energy and off beat observation of everyday life things has captured the minds of fans of all ages from teenagers to grandparents in their 80’s. Marley isn’t waiting for things to happen, he is building his audience up one city at a time using the internet, radio appearances, and promotions. Many movie fans will recognize his biggest movie appearance in the movie “Boondock Saints” where he co-stars with Willem Dafoe. His comedic take on “Detective Greenly” inspires fans to come up to him and quote lines from the film.

Audiences are in for a treat whether they catch this Mainer’s act on stage or on screen.____________________________________________________________

Kathleen smith joined Education Finance Council (EFC) as its President in January 2005 and is responsible for all management aspects of the EFC Washington Office. She represents the interests of the EFC membership on Capitol Hill, with the U.S. Department of Education, and within the higher education community, promoting the association’s goal of ensuring access to affordable postsecondary education for all students and families.

Kathleen reports directly to the EFC Board of Directors.

Before taking the position of EFC President, Kathleen held the lead staff position on higher education issues for the U.S. House of Representatives Committee on Education and the Workforce. In that capacity, she spent three and a half years working directly with key members of Congress on higher education issues and has played a leading role in numerous pieces of bipartisan legislation designed to improve the nation’s higher education system.

Prior to joining the committee, Kathleen served as chief of staff and director of corporate communications for the Education Finance Council (EFC) from 1998 – 2001. Prior to joining EFC, she served as the federal relations director for the Pennsylvania Higher Education Assistance Agency (PHEAA). As the head of PHEAA’s Washington office, Kathleen acted as a liaison with Congress, the Department of Education and numerous student financial aid organizations. She was responsible for monitoring new and pending legislation and its impact on the FFEL Program, students, and schools as well as several administrative functions.

Prior to her position at PHEAA, Kathleen served for five years as the director of communications and public relations for the Connecticut Student Loan Foundation. She previously served as the Assistant Director of Financial aid at D’Youville College in Buffalo, New York and as a program analyst at the New York State Higher Education Services Corporation in Albany, New York.

She received her B.A. from D’Youville College in 1982 and a Masters in public administration from the University of New Haven in 1991. She also completed a Masters Degree in communications; journalism and public affairs at American University in 1998.____________________________________________________________

Travis Roy, who grew up in Maine, first put on ice skates at just 20 months old. As years passed, his love for the game quickly became a passion. In the fall of 1995, Travis Roy accomplished one of his dream goals by earning a hockey scholarship to Boston University. At twenty-one years of age, Travis Roy entered into his first collegiate hockey game. Eleven seconds into his first shift, his life changed forever as he crashed into the boards and cracked his fourth and fifth cervical vertebra, paralyzing him from the neck down.

Despite this ill twist of fate, Travis has continued to persevere and defy the odds. With an intense rehabilitation regime, he has regained some movement in his right arm. While coming to grips with his life as a quadriplegic, Travis returned to Boston University less

than a year after his accident. Four years later, he graduated with a degree in Public Relations from Boston University’s prestigious College of Communication. In the storied history of BU Terriers hockey, Travis Roy’s #24 is the only jersey to have been retired.

In 1997 Travis wrote his autobiography with Sport’s Illustrated’s E.M. Swift titled “Eleven Seconds”. The book chronicles his accident, rehabilitation, and perseverance through personal tragedy.

An articulate advocate for individuals living with spinal cord injuries, Travis is a frequent speaker on the hope research carries and the need for increased funding, including testifying before a US Senate Committee hearing for The National Institute of Health in Washington, DC, addressing the Massachusetts state legislature and providing testimony to the Maine state legislature. In 1997, Roy founded the Travis Roy Foundation that focuses on finding a cure for spinal cord injuries and provides grants to spinal cord injury survivors in financial need to help them purchase costly adaptive equipment necessary to live more active and independent lives.

Actively involved in the activities of the Foundation that bears his name, Travis is a popular motivational speaker and has also worked as a color commentator for college hockey games on ESPN and WMTW-TV8 in Maine. A Boston, MA resident, he spends his summers with his family on Lake Champlain in Vermont. Travis can also be found supporting his Terriers at Boston University hockey games, or with a paint brush in his mouth working on his latest work of art.

sunday, May 1810:00 - 6:00 Registration Open

12:00 - 3:45 Vendor Area Open Casco Bay Hall

4:00 - 5:30 Opening session

Current Policy, Presidential Candidate Viewpoints and Regulations

Kathleen smith, President, eFC scott Giles, Vice President, Policy, Research & Planning, VsAC Grand Ballroom

6:00 - 8:00 President’s Reception eastland Park Hotel Jazz Trio, University of Southern Maine Ballroom

Monday, May 19

8:00 - 5:00 Registration Open

8:00 - 9:30 Full breakfast & General session Grand Ballroom

P. eric Abercrumbie, Ph.d., university of Cincinnati diversity’s ultimate Challenge: Navigating Beyond The Tip Of The Iceberg This presentation will challenge each participant to understand that developing true awareness and

sensitivity is the key for understanding and valuing diversity.

9:30 - 12:15 & 2:00 - 6:00 Vendor Area Open Casco Bay Hall

9:45 - 10:45 Concurrent sessions

Assessing & Addressing Information security York In this session (for the technology impaired) we will explore the ways that you can better protect

information both at home and in the office. Geared primarily to the non-techie (or techie wannabe) we’ll explore some of steps and tools you can use to implement an effective and successful information security plan. This session is a must attend for anyone who hasn’t gone through an information security training session on their own campus and a great refresher for those who have!

Presenter: ShawnMonk,ProfessionalServicesConsultant,AmericanStudentAssistanceModerator: StephanieBender,SeniorClientRelationsManager,EDFund

Communication Tactics Cumberland The financial aid office and the students we deal with are becoming increasingly multigenerational. The

session will deal with importance of understanding communication styles across generations.Presenter: CurtMartin,PresidentofRMASFAA(DirectorofFinancialAid),MesaStateCollegeModerator: MaryKosin,DirectorofFinancialAid,LuzerneCountyCommunityCollege

developing a Preferred Lender List Connecticut/Rhode Island This session will help participants to understand negotiated rulemaking and the requirements of

developing a preferred lender list. Best practices will be discussed as well as a proven successful process.Presenter: SarahBauder,DirectorofStudentFinancialAid,UniversityofMarylandModerator: AidaMirante,DirectorofFinancialAid,SalveReginaUniversity

Sund

ay, M

ay 1

8M

onda

y, M

ay 1

9

Puerto Rico Tax Forms and the FAFsA Lincoln We will examine the PR tax forms, both the long and the short forms and will go through them in Spanish

and English.Presenters: LuisAquiles,R&AConsulting SamuelRivera,InstitutionalFinancialAidDirector,EscuelaTecnicadeElectricidadModerator: KeithBabich,Director,EastRegion,FirstMarbleheadCorporation

Regulatory Perils in Graduate/Professional Aid Oxford Are you a graduate/professional financial aid administrator who thinks you know your regulatory “stuff”?

During this session presenters will ask the audience a series of challenging policy questions on a variety of timely federal student aid topics in a game show format, allowing audience members to participate and demonstrate their knowledge. Participants will enjoy the fun, interactive nature of the presentation and leave with valuable, practical regulatory information. It’s entertainment and learning all in one package.

Presenters: KellyKaelin,SeniorPolicyAdvisor,TexasGuaranteeStudentLoanCorporation DinoKoff,DirectorofFinancialAidandAdmissions,VermontLawSchoolModerator: AndreaCipolla,AssociateDirectorofFinancialAidTechnology,UniversityofMarylandUniversityCollege

Roundtable: the student Funding Crisis and the underserved somerset If the credit crisis continues for much longer and lenders close ranks and drop out of the market for

student loans and place more restrictive credit criteria on borrowers will U.S. education look the same in the near future? Will the American dream cease to be attainable except by a select few? We will gather professionals from across the student loan industry and ask - what are the realistic outcomes and even speculative outcomes of the student loan crisis?

Presenters: IngridValentine,StudentLoanXpress NevilleBrown,AssistantDirectorofFinancialAid,EasternConnecticutStateUniversityModerator: HeatherMcDonnell,DirectorofFinancialAid,SarahLawrenceCollege

10:45 - 11:15 Break in Vendor Area Casco Bay Hall Take a break and join our vendors for refreshments.

11:15 - 12:15 Concurrent sessions

Admissions and Financial Aid - One Perspective on What to expect in the Next several Years somerset In this session the presenter will talk about emerging trends and how by changing demographics, costs

and technology, we shape how students and colleges connect.Presenter: MikeBartini,SeniorVicePresidentforEnrollment,TheCollegeBoardModerator: PamChisholm,DirectorofFinancialAid,CommunityCollegeofVermont

Financial Aid Leveraging for Graduate/Professional schools Oxford For years, colleges and universities have been using institutional financial aid funds strategically in

support of undergraduate enrollment goals. At the graduate level, however, most institutions either fully fund students (typically in PhD programs); offer across the board discounts in price (e.g. for off-site programs); or offer no institutional aid. This session will share analytical techniques that can help graduate programs understand the price sensitivity of their market in more detail and then develop financial aid leveraging strategies to build demand, improve yield rates, and understand tradeoffs between class characteristics (academic quality, net tuition revenue, diversity, etc.).

Presenter: SamanthaVeeder,Sr.Consultant,Scannell&Kurz,Inc.Moderator: OdetteFranceskino,DirectorofFinancialAid,QuinnipiacUniversitySchoolofLaw

Mon

day,

May

19

Helping You Help students Avoid default – debt Management Tools for schools Cumberland Don’t miss this opportunity to help your students avoid defaulting on their loans! At a time when it

appears certain that many student borrowers will be forced to take their next loan from a different lender and may even end up with multiple servicers, the Meteor technology provides a way for them to gather their loan information in real-time from multiple guarantors and servicers. Several tools that are offered to schools and students by Mapping Your Future (Online Exit Counseling), the National Student Loan Clearinghouse (LoanLocator), and others, are powered by this technology. Students and financial aid professionals are provided with the knowledge of the location of their loans, detailed contact information for their providers, aggregated details of outstanding debt including interest rates, detailed repayment information and much more. Additionally, with the latest release of the software, students are provided with expanded access to the National Student Loan Clearinghouse’s LoanLocator service. The Meteor software can also be customized and integrated into existing web applications to add tools that can help a student prevent over borrowing. Come learn how the technology works and how schools and students today are utilizing these tools to assist in debt management and default aversion. Don’t miss this opportunity to help your students manage their debt.

Presenter: RussellJudd,ChiefIndustryandGovernmentRelationsOfficer,GreatLakesEducationalLoanServices,Inc.

DougFalk,VicePresident&ChiefInformationOffice,NationalStudentLoanClearinghouseModerator: JasonGraves,DirectorofFinancialAid,ChesterCollegeofNewHampshire

Moving Beyond Financial Aid: Taking it to the Next Level York This session is designed to empower and engage financial aid administrators in the many different aspects

of creating a student centered, community engaging, and college friendly office of student financial planning. We will discuss office perceptions both on-campus as well as off-campus and whether that perception matches your own; how to change the perception/identity if necessary as well as how to manage and maintain your new identity. Topics included in this session include but are not limited to programs, presentations, trainings, automating your office, office availability to students, staff, and faculty, as well as management styles and staff interaction.

Presenters: RachelGordon,Director,StudentFinancialPlanning,AlverniaCollege ChristineSaadi,AssociateDirector,StudentFinancialPlanning,AlverniaCollege JasonDeitz,StudentFinancialPlanningCounselor,AlverniaCollegeModerator: HelenMikulak,ManagerofStudentFinancialServices,SomersetCountyTechnicalInstitute

Policies and Procedures Lincoln This lively session will review an online policy and procedure manual as used at Northeastern University.

Track a policy from an idea, through committee and manager review to publication and implementation.Presenters: BrianMurphyClinton,AssociateDirectorofFinancialAidServices,NortheasternUniversity TonyErwin,DirectorofFinancialAidServices,NortheasternUniversityModerator: KarenAllen,AssistantDirectorofStudentFinancialServices,GeorgetownUniversity

Veterans: From Combat to Classroom Connecticut/Rhode Island Many of today’s veterans joined the military to achieve what they perceived as the improbable dream

of going to college. For numerous service members the war has deferred that dream. Now for those coming home, a college education can help them move forward into new careers and futures with greater promise. In this session presenters will outline the barriers faced by veterans who seek access to higher education and focus on initiatives that are ensuring college is possible for hundreds of thousands of returning service members.

Presenters: JimSelbe,Director,ProgramEvaluations,AmericanCouncilonEducation Dr.DavidDiRamioAssistantProfessor,SchoolofEducation,AuburnUniversityModerator: AngelaMonnat,DirectorofFinancialAid,St.JohnFisherCollege

12:30 - 1:45 Lunch Grand Ballroom

NAsFAA Awards - NAsFAA update

dr. Philip day, NAsFAA PresidentMichael Bennett, NAsFAA National Chair

Mon

day,

May

19

2:15 - 3:15 Concurrent sessions

Can We Really Help at Risk students? Oxford There are many programs that target underprepared or under represented students but do they work? Can

they work better? This is a prospective from a financial aid officer at a small to mid sized, moderately selective public college.

Presenter: CurtMartin,PresidentofRMASFAA(DirectorofFinancialAid),MesaStateCollegeModerator: SusanGerber,DirectorofStudentFinancialServices,YaleUniversity

Financial Aid Jeopardy - en espanol Lincoln For our Spanish speaking EASFAA members, mostly our PRASFAA members: Esto es Jeopardy! Igual

al programa de television, eligen una categoria para revelar la ‘respuesta secreta’. Si responden con la ‘pregunta correcta’ se ganan esa cantidad de dinero. Si no, pierden la misma cantidad. Diviertanse y aprendan a la vez con sus colegas de Asistencia Economica.

Presenters: AngelicaEsparza,NY/PRRegionalSalesManager,AcademicFinanceCorporation JulieLawton,SalesManager,AcademicFinanceCorporationModerator: AnneMarieScali,TerritoryExecutive,CampusDoor

Identifying Financially-distressed students Cumberland Do you know how to “spot” a financially-distressed student? Learn the signs to watch for and financial

literacy strategies and programs to support you as you identify and assist financially-distressed students.Presenter: BrendaVaughn,FinancialLiteracyDirector,NationalStudentLoanProgramModerator: GregorySilva,ManagerClientRelations,RhodeIslandHigherEducationAssistanceAgency

Income-based Repayment and Loan Forgiveness under the CCRAA Connecticut/Rhode Island Professor Schrag will discuss the operation of Sections 203 and 401 of the College Cost Reduction and

Access Act, which will create the income-based repayment option and will provide loan forgiveness for borrowers who have spent ten years in public service after October 1, 2007. His talk will include a description of these new provisions; calculations showing how they will apply to high-debt borrowers (both those who qualify for forgiveness and those who do not); explanations of effective dates; a discussion of how married borrowers will be affected; analysis of how the Internal Revenue Code will affect forgiveness; and consideration of the pending Department of Education regulations and the relevant parts of the Department’s 2009 budget proposals.

Presenter: PhilipG.Schrag,ProfessorofLaw,GeorgetownUniversityModerator: GinaSoliz,DirectorofFinancialAid,SyracuseUniversityCollegeofLaw

Negotiating the Regulatory Process York Financial Aid Offices have to comply with Title IV Federal Student Aid Regulations. But where do those

regulations come from, who develops them, and what can you do to make them a bit more reasonable? This session will take you through the Regulatory Process, including Negotiated Rulemaking, Notices of Proposed Rulemaking, and final regulations, using examples from the Spring 2008 negotiated rulemaking committees. The presenter, Irv Bodofsky, is a former Negotiated Rulemaking committee member, and a past NASFAA National Chair and EASFAA President.

Presenter: IrvinBodofsky,Assoc.Deanand&Dir.ofFinancialAid,SUNY-UpstateMedicalCenterModerator: AlleneCurto,AssociateDirectorofFinancialAidServices,SpringfieldCollege

What’s Hot? somerset Join us for an informal discussion with a panel of your colleagues on the hot topics of the day on federal

aid programs and/or policies. What’s important to you? Bring your questions, comments, and concerns.Presenters: LarryChambers,DirectorofFinancialAid,IthacaCollege(EASFAAPastPresident) HeidiGranger,CollegeoftheDesert(NASFAAInterregionalVisitor) DavidGruen,UniversityofWyoming(NASFAAChair-Elect)Moderator: ChristineZuzack,VPforStateGrantandSpecialPrograms,PHEAA

3:15 - 3:45 Break Vendor Area Take a break and join our vendors for refreshments.

Mon

day,

May

19

3:45 - 5:00 General session

Travis Roy - Motivational speaker, Author, Activist Grand Ballroom Travis Roy, a Yarmouth, Maine native, dreamed of becoming one of the few Mainers to play Division

I College Hockey. Travis achieved that dream, but just eleven seconds into his first shift in his first collegiate hockey game at Boston University, he suffered a freak accident. The accident cracked his fourth vertebra and left him paralyzed from the neck down. Since that time, Travis has been living as a quadriplegic, but has faced his disability with the same optimism and determination that distinguished his hockey career. Travis will share his story of pain, hope and humor and speak about conquering life’s hurdles and finding meaning and success in spite of obstacles.

5:00 - 6:00 Cash Bar, Vendor Area Casco Bay Hall

6:00 - 10:00 Lobster Bake Comedian Bob Marley Grand Ballroom

Tuesday, May 20

8:00 - 5:00 Registration Open

8:00 - 9:30 Full Breakfast & General session Grand Ballroom

MarkGreenfield,UniversityatBuffaloIt’s the end of the Web as We Know It A seismic shift is underway. Exponential change will make tomorrow’s technology unrecognizable. The

mobile web is making always on - always connected a reality. Prosumers are driving the move from Mass Media to My Media. The weapons of mass collaboration have laid the groundwork for the Participation Age. It’s no longer about one-way communication to an audience. It’s about two-way conversation with a community. It’s time to rethink a few things.

Completely updated for 2008, this award winning presentation will focus on the (r)evolution of the web and the implications for higher education. A review of the latest trends will be followed by strategies on how to fully leverage the full potential of emerging technologies.

9:45 - 12:15 & 2:15 - 4:00 Vendor Area Open Casco Bay Hall

9:45 - 10:45 Concurrent sessions

Financial Aid Presentations to High schools and Other Audiences Cumberland Very experienced aid officer discusses different approaches to making presentations about financial aid

and paying for college. The session will help you in knowing what to do whether it’s a five minute or five hour program!

Presenter: RobertShorb,Assoc.Dean&Dir.OfStudentAidandFamilyFinance,SkidmoreCollegeModerator: JohnGiordano,AssistantDirectorofFinancialAid,SouthernConnecticutStateUniversity

The Gay Family Goes to College Oxford Approximately 8 million children have the same gendered parents in a loving and committed relationship.

These children are soon to be enrolling at colleges and universities. This session will focus on the demography of the gay family and will discuss ways in which financial aid offices can begin to have an open and honest communication with gay families applying for financial aid. After all, 250,000 students from gay families have already graduated from college!

Presenter: HeatherMcDonnell,DirectorofFinancialAid,SarahLawrenceCollegeModerator: CathyMullins,DirectorofFinancialAid,LandmarkCollege

Mon

day,

May

19

Tue

sday

, May

20

sAP - Requirement and Tool for success! Kennebec How do you use policies and procedures on Satisfactory Academic Progress to identify and assist at-risk

students? How do you get cooperation from other departments? Hear how one school worked through (and continues to work through) the challenges of meeting federal requirements for aid that do not necessarily ‘match’ the requirements and definitions on the ‘academic side’. The federal requirement is used as a tool to assist in counseling students.

Presenter: AlleneCurto,AssociateDirectorofFinancialAidServices,SpringfieldCollegeModerator: EvelynneBlatt,DirectorofFinancialAid,RaritanValleyCommunityCollege

“show Me the Money” -- strategies for Helping undergraduates Prepare York Undergraduates increasingly are entering graduate or professional degree programs once they graduate.

Do they know how to finance their post-graduate education plans? Do they understand the differences between financing an undergraduate degree and grad/professional school? This interactive session will provide you with an opportunity to explore strategies to help undergraduate students (and their families) prepare for the financial realities of post-graduate education.

Presenter: JeffHanson,DirectorofBorrowerEducationServices,AccessGroupModerator: DianeBonin,DirectorofFinancialAid,TuckSchoolofBusinessatDartmouth

solutions for serving Hispanic students and Families Lincoln Did you know that in the next decade Hispanics will account for approximately two-thirds of the college-

age population? Research shows, however, that a lack of financial aid awareness may prevent these Hispanic students from achieving a higher education. Moreover, the lack of financial aid awareness among their parents is not allowing them to become strong advocates for their children’s education. Participants in this session will learn how institutions can reach out to Hispanic students and parents and provide them with tools and resources that will help them in accessing higher education. Information on national and local outreach programs serving the Hispanic community will be discussed.

Presenters: MariaFrias,Sr.VP,HispanicInitiatives,SallieMae IvetteRivera-Dreyer,DirectorofFinancialAid&VeteransAffairs,ManchesterCommunityCollegeModerator: LisaKaiser,DistrictAccountExecutive,EdAmerica

Veteran’sBenefits101 somerset This session will provide an overview of the Veterans Dependents Educational Benefits program

administered by the Bureau of Maine Veterans Services. Specifically, the session will explain recent changes in the program laws and talk about the importance of the University and Bureau personnel working together to ensure benefits are administered in accordance with the law. You will have the opportunity to ask questions.

Presenters: PeterOgden,Director,BureauofMaineVeteransServices NancyPlourde,OfficeSpecialistIISupervisor,BureauofMaineVeteransServicesModerator: JoshuaDeMaio,AssistantDirectorofFinancialAid,BostonCollege

10:45 - 11:15 Break Vendor Area Casco Bay Hall Take a break and join our vendors for refreshments.

11:15 - 12:15 Concurrent sessions

demystifying Federal Methodology Lincoln This session will give participants tools to demystify Federal Methodology for students and families.

While this session reviews FM, it is not FM training. To ensure that everyone has the same basic understanding of FM, the session will start with an overview of the Expected Family Contribution (EFC) formulas and their components and then discuss the impact of adjusting a single data element. It will then focus on counseling strategies and tools for counseling students and families. (from NASFAA Fall 2007 Training)

Presenter: ClintHanson,DirectorofFinancialAid,ThomasMoreCollegeofLiberalArtsModerator: VelmaAponte,DirectorofFinancialAid,BayamonCentralUniversity

direct Lending 101 Kennebec Come learn about Direct Lending. If you are thinking about switching loan programs, this is the session

for you. Bring your questions and learn more about Direct Lending and your possible transition.Presenters: ClaireM.Roemer,GeneralManager,SchoolServicesandTraining,FederalStudentAid TonyErwin,DirectorofFinancialAidServices,NortheasternUniversity

Tue

sday

, May

20

Illegal or unethical? understanding your decision Options and Implication somerset It is often difficult to understand what is illegal versus what is considered unethical in financial aid

administration. Although recent events have focused on educational loan issues, many other aspects of financial aid such as packaging policies, eligibility of students, professional judgment decisions, release of student info and other topics often give pause to consider what can or should be done. Join in a review of some of the most pressing issues facing aid administrators in our current environment.

Presenters: ChristineZuzack,VPforStateGrantandSpecialPrograms,PHEAA MaryMiller,SeniorVP,EducationServicesGroup,AmericanEducationServicesModerator: PreciousSmith,AccountExecutive,AmericanEducationServices

NsLds - It’s More Than Just Loans! Cumberland Learn how to use NSLDS as a tool for monitoring Pell Grants, ACG/SMART Grants, overpayments and

student enrollment. An overview on how to interpret the loan data will also be included.Presenters: BarbaraSchmitt,DirectorofFinancialAid,MansfieldUniversity RachaelLohman,EasternRegionalManager,PennsylvaniaSchoolServicesGroup/AESModerator: ChristineLodge,Director,AESDelaware

so You Think You Are Ready to be a Financial Aid director! Oxford This panel presentation consisting of several financial aid directors will cover the leadership qualities

needed to be an effective director in the financial aid office. This session is being sponsored by the EASFAA Leadership Development Committee.

Presenters: JohnView,DirectorofFinancialAid,SUNY–ESF HeatherMcDonnell,DirectorofFinancialAid,SarahLawrenceCollege RobertShorb,Assoc.Dean&Dir.OfStudentAidandFamilyFinance,SkidmoreCollegeModerator: AnneM.Barton,RegionalDirectorforBusinessDevelopment,NSLP

It’s the end of the Web as We Know It – Version 2.0 Connecticut/Rhode Island If you liked Part One, you’ll love this follow-up to Mr. Greenfield’s general session. Come and see real

life examples of the way the web revolution is taking hold. DOS users need not attend.Presenter: MarkGreenfield,Director,OfficeofWebServices–EnrollmentandPlanning,UniversityatBuffaloModerator: MichelleChamley,AssociateDirectorofFinancialAid,VermontLawSchool

When the department Writes/Calls York What should you do when you receive a letter or a call from the Department of Education? The goal is

not to panic. This session will tell you what to do.Presenters: KimDowns,DirectorofStudentFinancialServices,MiddleburyCollege KristiJovell,DirectorofFinancialAid,SuffolkUniversityLawSchoolModerator: CurtisGaume,DirectorofFinancialAid,CanisiusCollege

12:30 - 1:45 Lunch

eAsFAA Awards and Annual Business Meeting Grand Ballroom Please join us as EASFAA recognizes our colleagues during out annual business meeting. Charity raffle winners will be announced. You must be present to win.

2:15 - 3:15 Concurrent sessions

Higher education’s Crystal Ball 2018 Connecticut/Rhode Island In the next 10 years, the higher education environment will continue to experience profound shifts in

demographic representation, college access, and success that will influence approaches to financing a higher education. Drawing on recent studies and projections, this workshop will offer an outlook of higher education in 2018 and instigate discussion with participants about the implications for higher education nationally as well as at their own institutions.

Presenter: DeborahSantiago,PhD,VicePresidentforPolicyandResearch,ExcelenciainEducationModerator: JeffBeardsworth,AssistantDirectorofFinancialAid,BostonCollege

Tue

sday

, May

20

developing a Lender List: The Vermont Way Lincoln Wondering just how to implement all of those new federal regulations concerning a ‘Preferred Lender

List’? Come hear how the aid community in Vermont worked together to develop a survey and evaluation tool to help meet these requirements. You will hear about the steps we took, receive a copy of the survey questions, and see a demonstration of the evaluation tool used to quantify the answers from the survey.

Presenter: CathyMullins,DirectorofFinancialAid,LandmarkCollegeModerator: ToriBerube,VP,ProductMarketing,TheNHHEAFNetworkOrganizations

It’s a Pod World After All Oxford Have you noticed that email you sent to a student has gone unread? How many times have you said

“it is written clearly on our website?” Your students now view flat websites and email the same way they view VHS cassettes and snail mail; as outdated forms of technology. Pod Casts, Video Blogs and Mobil technologies are the ways in which your students not only communicate to one another but wish to receive communication and important information from you. In this session Christopher Penn will discuss these shifts in the way students receive and respond to information and how your institution can implement technologies to reach your students with important and timely information with minimal impact on your budgets and programmers.

Presenter: ChristopherPenn,ChiefTechnologyOfficer,Edvisors/StudentLoanNetworkModerator: BethMcSweeney,CampusRelationsManager,PNCEducationLendingServices

Mentoring People into Our Business Through the spirit of Volunteerism York It is axiomatic that no one is dying to get into our business! This Session, therefore, focuses on several

strategies to attract people into the financial aid profession. Discussion will focus on the 2007 NASFAA Award Winning CAPFAA Mentee-For-A-Day (MFAD) Program; Certification of the FA Professional and Enhancing the Financial Aid Profession through television, etc. Discussion will underscore how we, as Financial Aid Professionals, can use the Spirit of Volunteerism to help to grow and transition the Financial Aid Profession. Session will place exquisite emphasis on audience participation, so come prepared to be profoundly engaged!

Presenter: NevilleBrown,AssistantDirectorofFinancialAid,EasternConnecticutStateUniversityModerator: LauraBoesler,AssistantDirectorofFinancialAid,JohnsHopkinsUniversity

Non-Traditional Families in the World of Financial Aid Cumberland Family Structure today is more fluid and non-traditional than a generation ago. High School counselors

and college financial aid staff are faced with defining today’s complicated family structures. Who should contribute? Who is contributing? To whom do we communicate? We invite you to come to this session ready to share your thorniest story, how you handled the situation or wish that you had. The session will be interactive and focus on the issues we face and the approaches used.

Presenters: ElizabethKeuffel,DirectorofFinancialAid,St.AnselmCollege ZannaBlaney,Sr.CollegeCounselor,CenterforCollegePlanning,TheNHHEAFNetworkOrganizationsModerator: MaryDyer,DefaultPreventionSpecialist,FAME

Perkins Loan session somerset What is the potential impact of mandatory loan assignments and capped collection cost recoveries on

our campus’ Perkins Loan funds? How will these changes affect our third party collection partners’ willingness to work with schools? Find out what a university bursar and collection agency representative see in their crystal balls about the future of the Perkins Loan program, and why you should care.

Presenters: JamesD.Jones,VicePresidentofSales&Marketing,ImmediateCreditRecovery,Inc. DavidGlezerman,DirectorofStudentFinancialServices,TempleUniversityModerator: AristeaWilliams,ClientRelationsManager,EDFund

3:15 - 3:45 Break Vendor Area Casco Bay Hall Take a break and join our vendors for refreshments.

4:00 Vendor Area Closed

Tue

sday

, May

20

3:45 - 4:45 Concurrent sessions

Cost of Attendance development and Communication Oxford This session will give participants the tools to derive allowable Cost of Attendance components

(including a discussion of Cost of Attendance restrictions) and to develop realistic budgets appropriate for most students. It will include an overview of the procedures for adding additional allowances and for using Professional Judgment in instances of unique circumstances. It will then focus on publicizing the Cost of Attendance, and most importantly on how to clearly explain the Cost of Attendance to students and their families. (from NASFAA Fall 2007 Training)

Presenter: JacquelineDavies,AssistantDirectorofStudentFinancialServices,MiddleburyCollegeModerator: JasonKahn,DirectorofSchoolRelations,CollegeLoanCorporation

department of education Web and Tool update Connecticut/Rhode Island This session will cover what is new and what has been updated at FSA for students and schools. Learn

more about the 4Caster, the upcoming new look for IFAP and the school portal, the computer based training product for COD and other tools that we have developed and updated to help you do your work.

Presenter: ClaireM.Roemer,GeneralManager,SchoolServicesandTraining,FederalStudentAidModerator: BrianLemma,AssistantDirectorofStudentFinancialServices,GeorgetownUniversity

developing Best Practices: A Comparison of Legislated Practices Between Lenders and FA Professionals somerset

Now that we have regulatory and statutory guidance concerning inducements and preferred lender lists, our challenge is to develop and implement best practices that allow us to be in compliance and best serve the needs of our students. The goal of this session is to help you meet that challenge.

Presenter: EdSchroeder,TrainingConsultant,GreatLakesHigherEducationCorp.Moderator: NickMcCook,DistrictAccountExecutive,EdAmerica

Graduate PLus Loans and Adverse Credit – How Can We Help Grad/Professional students? York Credit counts when it comes to the Federal PLUS Loan program. As such, some students are having

trouble meeting the credit requirements for the loan. This raises a number of questions that will be addressed in this interactive session. For example, what do graduate/professional students need to know to qualify for a PLUS Loan? What problems are they having getting approved for the loan? How can they repair their adverse credit problems? Why are private student loans that are based on credit scoring sometimes an option when the student cannot qualify for a PLUS? Answers to these questions also can help you if you work with the parents of dependent undergraduate students who need loan assistance.

Presenters: GinaSoliz,DirectorofFinancialAid,SyracuseUniversityCollegeofLaw JeffreyHanson,DirectorofBorrowerEducationServices,AccessGroupModerator: JonathonWiersma,TerritoryExecutive,CampusDoor

New Hampshire’s Campaign for Financial Literacy Cumberland A unique partnership has been formed between the NHHEAF Network Organizations and Consumer

Credit Counseling Services of NH/VT - all with the goal of educating students about the fundamentals of financial literacy. With workshops like ‘“The Freshman Forty” (40 Money Management Tips Every College Freshman Should Know) ‘The Very Real Life’ (Budgeting for Success) and ‘Broke Not Broken’ (Life After College), students learn the basics and set a foundation for good financial health - during and after college!

Presenters: ToriBerube,VP,ProductMarketing&BusinessServices,TheNHHEAFNetwork RebeccaPalmer,DirectorofEducation,ConsumerCreditCounselingServicesofNH/VTModerator: TrishaMalloy,VP-DirectorofRegionalAccounts,StudentLoanXpress

Tue

sday

, May

20

Wed

nesd

ay, M

ay 2

1

Wiki-size Your Financial Aid Policies & Procedures: Next Generation Knowledge Management Lincoln The central concept of this session focuses on how a financial aid office can retain knowledge. To start,

we’ll explore some central concepts in knowledge management, including the role and value that it brings to any industry. Then we’ll spend a few minutes exploring the value this practice brings to the financial aid office specifically. To make this happen, we’ll look to a technology-based solution called a Wiki that offers some unique features and functionality that could streamline the process of updating and maintaining this information. Included within this presentation will be a live demo of a sample procedures manual using a Wiki solution. Technophobes and technophile alike will greatly benefit from this. No prerequisite technical knowledge is required.

Presenter: GinaLucenteCole.ManagerofProfessionalServices,AmericanStudentAssistanceModerator: CourtneyHarris,TerritoryExecutive,CampusDoor

5:00 - enjoy Portland with an evening on your own. Looking for company for dinner? Stop by the local arrangements table to sign up & join a small group

for dinner.

Wednesday, May 21

8:00 - 9:00 Continental Breakfast Grand Ballroom

9:00 - 10:00 Concurrent sessions

Graduate Financial Aid Trends and Regulatory update Connecticut Topics that will be addressed include, (1) what constitutes an academic year for graduate students, (2)

defining enrollment level such as full-time, three-quarter time, and part-time, (3) processing financial aid for seamless programs - bachelor’s to master’s, (4) satisfactory academic progress, and (5) an update on federal regulations related to graduate student financial aid.

Presenters: PhilipMalinoski,President,HigherEducationStrategies HenryMiller,VicePresidentofOperations,HigherEducationStrategiesModerator: DarrinRooker,DirectorofFinancialAid,NewYorkChiropracticCollege

Professional Judgment: Beyond the Numbers Rhode Island What happens when the numbers don’t tell the whole story? No methodology can adequately account for

all the situations that influence a family’s financial status. Professional judgment remains an essential and personalized tool in the effort to adequately assess family ability to pay. Effective use of this discretion humanizes the application bureaucracy and serves to distinguish the accomplished aid administrator from the technician. Given the close relationship between affordability and enrollment, access to higher education and the equitable distribution of aid resources are closely related to the sensitive assessment of financial need. This session examines the regulatory, policy and implementation issues along with the professional challenges that confront even the experienced aid administrator.

Presenter: LindaDagradi,SeniorEducationalManager,TheCollegeBoardModerator: BrianGhanoo,RegionalDirector,NationalStudentLoanProgram

TeACH Grant 101 Massachusetts TEACH Grants are the talk of the financial aid community. Come learn about this new grant and the

recent Negotiated Rulemaking sessions related to the TEACH Grant. Bring your questions!Presenters: JeffBaker,DirectorofPolicyLiaisonandImplementationStaff,FederalStudentAid ClaireM.Roemer,GeneralManager,SchoolServicesandTraining,FederalStudentAid, DepartmentofEducationModerator: LauraMcClay,SeniorAssociateDirectorofFinancialAid,DartmouthCollege

10:30 - 12:00

General session

Federal update Grand Ballroom

Jeff Baker, director of Policy Liaison and Implementation staff,Federal student Aid, department of education Come hear Jeff give us the latest news from the Department.

Tue

sday

, May

20

Maximum choice in financial aid partners and process flows is paramount to your

financial aid operation. gps, our new Web-based loan management system, was

designed around that concept:

gps is brought to you by EdFund — the service leader in the student loan industry.

The choice is yours… the commitment is ours™.

To view a demo of gps, visit us at the EdFund booth, or call us toll free

at 1.888.22ffelp (1.888.223.3357).

Simple to implement Easy to use Open to all lender and guarantor partners

www.edfund.org

Member FDIC. CS#EFFL11037M0 CB

Promoting EducationalOpportunities toChange People's Lives.For comprehensive solutions to yourstudents’ needs, turn to TERI.

Call TERI Today at 1.800.255.TERI orvisit us on theWeb at www.teri.org

Serving Vermont schools and Vermont students nationwide.

www.vsac.org

We’re here to help your students pay for college.VSAC, the Vermont Student Assistance Corporation, not only offers your students the best career planning and college fi nancing available, it also delivers the unparalleled customer service you and your students deserve.

VSAC, a nonprofi t organization, offers Web-based planning tools, Vermont grants, public and private scholarships, competitive FFELP and private loans, and one of the best borrower benefi t programs in the nation. And we assign each school its own VSAC rep, to make sure you receive comprehensive, personal service.

(We try to make your job easier, too.)To learn more, contact our school services team at 888-307-8722 or schoolservices@vsac.org.

LENDER CODE: 830075 GUARANTOR CODE: 750

Please stop by our booth to learn about our zero-fee Stafford loans and 1% interest rate reduction on Stafford and PLUS.

© D

oug

Ros

s

The reduced fees and interest rates for Stafford and PLUS loans described here are effective for the 2008-09 academic year. VSAC evaluates borrower benefi ts each academic year and reserves the right to modify, terminate, or discontinue them at any time, at its sole discretion.

VSAC2883-08EASFAConf_rev1.indd 1 3/20/08 4:34:38 PM

PNC is leading the way with a fullrange of loan products for studentsand their families.

Loan Programs Available:

• Stafford Loans (no origination fees

for 2008-09)

• PLUS Loans*• Private Loan Options*• Additional Financing Options

Visit our booth during the EASFAAconference for more information.

* Subject to credit approval.

© 2008 The PNC Financial Group, Inc. All rights reserved.

Borrowing Solutions to Finance HigherEducation From PNC Bank.

PNC BankEducation Lendingpnconcampus.com

1-800-762-1001

Stay on track withtools that enablethe financial aidjourney.

PNC AD-0308-resize_grayscale:Layout 1 03/26/2008 8:42 AM Page 1

American Student Assistance®

S y m p o s i u m

2 0 0 8

Building Futures—Measuring Success

Building Futures will focus on Leadership and Mentoring, as well as Student Retention.

Day 1 June 16, 2008Measuring success will focus on

Success Metrics and Success Stories.

Day 2 June 17, 2008

American Student Assistance® (ASA) invites you to join us at our 23rd Annual Symposium

June 16-17 at the Boston Convention & Exhibition Center in Boston, Massachusetts.

OuR ROSteR Of SpeAkeRS fORthe 2008 AnnuAL SyMpOSiuM iSexceptiOnAL:

– Zenobia L. Hikes, Vice President for

Student Affairs at Virginia Tech.

– John Wood, author of Leaving

Microsoft to Change the World.

– Geoffrey Canada, acclaimed author

of Reaching Up for Manhood:

Transforming the Lives of Boys in

America.

– Gary Heil, author, educator, lawyer,

consultant, coach, lecturer, and

co-founder of The Center for

Innovative Leadership (CFIL).

View the complete agenda at www.amsa.com/symposium.

Visit www.amsa.com/symposiumREGISTER NOW

the symposium attracts national and

international higher education decision

makers and provides opportunities to

exchange ideas with colleagues, network

with experts in various fields, and catch

up on the latest industry buzz. the theme

of this year’s 2-day event is BuiLding futuReS—MeASuRing SucceSS.

each year we strive to stage an event that

is lively and informative, with stimulating

keynote Speakers, interactive Breakout

and concurrent Sessions on timely topics,

relevant Roundtable discussions, and the

ever-popular Student panel.

help studentsharness the power ofsocial networking

...to secure low-cost student loans

Features

www.greennote.comLearn More:

We are interested in working with schools to make available this new low-cost alternative.

5 easy steps for students:1 Create profile

2 Connect with your network

3 Get loan commitments

4 Loans help pay for school

5 Graduate and repay

Copyright © 2008 GreenNote. All rights reserved.

GreenNote loans are an attractive alternative to higher priced loans from traditional private education lenders:

• A fixed interest rate of 6.8%for all students

• No co-signer or citizenship requirement

• No credit approval, FICOscores, or underwriting process

info@greennote.com (650) 241-0900

Save the DateEASFAA Conference

Washington, DCMay 17 - 20, 2009

“Photo courtesy of Kim Taylor - all rights reserved”

Save the DateEASFAA Conference

Washington, DCMay 17 - 20, 2009