Trevor Summers | Dec. 2015

U.S. Department of Education

2015 FSA Training Conference for Financial Aid Professionals

Welcome To Your First FSA Training Conference

Session 1

Welcome to the FSA Conference• 49 breakout session topics, most offered multiple times• 7-8 breakout time slots today, Wednesday and Thursday• 4 breakout time slots Friday• 2 General Sessions – Tuesday and Wednesday from 8:30

a.m. to 10:15 a.m.• 7 Birds of a Feather sessions

We are expecting over 6,000 participants!

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Who Attends the Conference?• Financial Aid Administrators• Admissions Officers• Bursars Officers• Foreign School Administrators• Loan Servicers• Senior Ed Officials • Private Auditors/Accountants• Financial Aid Rookies• Financial Aid Veterans

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What to Expect… • Conference registration is in the South Convention Center,

Level 2• Message board in registration area• Food and beverages for sale in the South Convention Center,

in the main dining hall Shoreline B, Level 2 and at the food court on Level 1

• Coffee carts and grab & go food in North Convention Center, Level 1

• Lunch on your own• No designated lunch or break period(s)

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What to Expect… • Announcements/updates in General Sessions• Breakout sessions have staggered start and end times to

better accommodate traffic flow (see schedule)• Focus on every other line of tri-fold agenda for planning• Sessions will be in North or South Convention Center• See map in spiral bound program book

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Need Help?• ED Staff

• Red Shirts

-or-• Blue Ribbons on name badges

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

hash tag #FSATC2015• Questions? Drop off your hand written questions in the box

at registration

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General Sessions• General Session 1 - Welcome and Federal Update

• Tuesday (today) 8:30 a.m. – 10:15 a.m.

• General Session 2 – FAFSA ® & Application Processing and Verification Update• Wednesday (tomorrow) 8:30 a.m. – 10:15 a.m.

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Eligibility (Institutional)

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• # 20 State Authorization• # 37 Program Review Essentials and Top 10 Compliance

Findings• # 38 The Clery Act and Title IX Compliance• # 39 Maintaining Your Institutional Eligibility• # 46 Title IV Administration is a Team Sport

Eligibility (Student)

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• # 23 Understanding Federal Aid Policy and Practice for Unaccompanied Homeless Youth

• # 24 Student Eligibility (excluding SAP and Citizenship)• # 25 Satisfactory Academic Progress• # 26 Resolving Citizen and Eligible Non-Citizen Issues

Eligibility (Program)

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• # 28 Competency-based and Direct Assessment Programs• # 30 Gainful Employment – The Challenge System• # 31 Gainful Employment Overview

Consumer Information

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• # 19 Consumer Disclosure Requirements and Tools• # 48 Financial Literacy Matters

Processing Information

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• # 8 Administering Title IV Aid for Transfer Students• # 22 How Modules Can Affect Title IV Programs• # 34 R2T4 and Credit-Hour Programs• # 35 R2T4 and Clock-Hour Programs• # 40 Integrated Partner Management (IPM) Solution • # 44 The FSA ID – Resources for Assisting Students, Parents,

and Borrowers to Create and Use an FSA ID• # 49 Stand Ready! FAFSA® Early Submission is Coming

Loans and Loan Servicing

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• # 3 Direct Loan Processing: Making COD Work for You• # 6 Ending your School’s Participation in the Federal Perkins

Loan Program• # 7 Assigning Federal Perkins Loans to the Department of

Education• # 14 PLUS Processing A to Z• # 27 150% Direct Subsidized Loan Limit

Loans and Loan Servicing

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• # 5 Public Service Loan Forgiveness• # 15 Challenge and Appeal Cohort Default Rates• # 16 Default Management Plans• # 17 Servicing Update• # 18 Third-Party Servicers• # 33 Income-Driven Repayment Plans/Pay As You Earn (PAYE)

COD and NSLDS

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• # 9 National Student Loan Data System (NSLDS®) Update• # 10 NSLDS® Enrollment Reporting• # 12 Common Origination and Disbursement (COD) Update

Grants and Cash Management

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• # 2 Title IV Reconciliation: Agreement, Accountability, and Action

• # 4 TEACH Grant Program• # 21 Cash Management Regulations Overview

Other Important Topics

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• # 29 Experimental Sites• # 32 Open Forum• # 36 Internal Revenue Service• # 43 What FAAs need to Know about Cybersecurity Initiatives,

Data Protection, and Identity Theft• # 45 Federal Student Aid Complaint System• # 47 Research and Recommendations to Help Students

Succeed

Hands-On Sessions

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• # 11 Hands-On NSLDS®• # 13 Hands-On COD

-60 PCs for 120 attendees, as well as extra chairs to sit and observe the session

-Offered once every day of the conference-

Foreign Schools

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• # 41 Foreign Schools Update and Q&A• # 42 Foreign Schools Program Participation Potpourri

Birds of a Feather Networking Sessions

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• # 1 Minority-Serving Institutions – HBCUs and PBIs• # 2 Minority-Serving Institutions – Tribal Colleges and Alaska

Native and Native Hawaiian-Serving Institutions• # 3 Minority-Serving Institutions – Hispanic-Serving and Asian

American and Native American Pacific Islander-Servicing Institutions

• # 4 Community Colleges• # 5 Graduate and Professional Schools• # 6 Bursars and Business Officers• # 7 For-Profit Institutions

Don’t Miss!Don’t Miss!

Visit the Resource Center*

• Ask-a-Fed• Ask-a-Fed for Foreign Schools• eCampus-Based (eCB) Programs• Electronic Application for Approval to Participate in the

Federal Student Financial Aid Programs (E-App) and School Eligibility

11 booths replete with subject matter experts! South CC, Level 2, Palm Foyer

*Closed during the General Sessions21

Visit the Resource Center*

• Common Origination and Disbursement (COD) System• National Student Loan Data System (NSLDS)• Federal Loan Servicers• SAIG Enrollment, EDE Express, & FAA Access to CPS Online• Cybersecurity Resource Information

11 booths replete with subject matter experts! South CC, Level 2, Palm Foyer

*Closed during the General Sessions22

Visit the Resource Center*

• Cohort Default Rate – Challenge and Appeal Process• Default Management• ISIR Analysis Tool, FSA Assessments, and ESI Data Collection• FSA ID Resource Information

11 booths replete with subject matter experts! South CC, Level 2, Palm Foyer

*Closed during the General Sessions23

Logistical Tips• Get familiar with Convention Center map• Plan smart for General Sessions• Check location of your next session• Use 20 minute break between each session• Have back-up session choices• Consider alternative time slot• Wear comfortable shoes - You’ll walk a lot• Get outside for some fresh air

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Don’t Forget to…..• Relax • Be friendly• Make a new contact and stay in touch• Visit the Resource Center• Ask questions• Don’t be intimidated• Start or continue the journey of becoming a Title IV expert• Print your boarding pass on Thursday or Friday at on-site

registration desk or in hotel lobby

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QUESTIONS?

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