03 September 2010


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updated 8.31.10
Resources

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2010 Spring Training Presentations | 2009 Conference Presentations
2009 Spring Training Presentations | 2008 Conference Presentations
2008 Spring Training Presentations | 2007 Conference Presentations
2006 Conference Presentations | Useful Internet Sites | Reports

  • 2010 Spring Training Presentation Materials:
    Click Here to View the 2010 Spring Training Presentations

  • 2009 Conference Presentation Materials:
    Below you will find materials and presentations from the 2009 annual conference held in San Jose. CCCSFAAA thanks the presenters who submitted their materials for posting.
    • USDE Federal Update
      Presented by Jeff Baker, U.S. Department of Education

    • A1: FAFSA Changes for 2010-11
      Presented by Bruce Honer, U.S. Department of Education. Ever catch yourself making assumptions about the FAFSA based on what you know about the 2009-10 version? With the large number of changes that will be taking effect for the 2010-11 year, you may not want to make that mistake. This session will not only cover all of the changes that have been made in both the paper and Web versions, but also all of the recent and future Web enhancements that will make things easier for your students and keep you from scratching your head.

    • A2: Advisory Committee on Student Financial Assistance (Simplification and Higher Ed Regulations)
      Presented by Dr. Helen Benjamin, Contra Costa Community College District, and Megan McClean, Advisory Committee on Student Financial Assistance. A "Washington Update" from the federal Advisory Committee on Student Financial Assistance (ACSFA).

    • B1: Verification
      Presented by Virginia Hagins, U.S. Department of Education. At least 30% of your financial aid applicants must complete the verification process to receive federal financial aid. Verification policies are not all created equal. Financial aid directors have options. This session will teach you some of those options and talk about completion of verification. On the other hand, all of your financial aid files must be free of conflicting data. What's the difference? At the end of this session, you will know the answer.

    • B2: What is Direct Lending?
      Presented by Robert Vallas, U.S. Department of Education. This overview is intended to provide introductory-level information to staff new to the William D. Ford Federal Direct Loan Program as well as for those who may be interested in learning more about the program. Topics covered: the roles of each participant in the Direct Loan program-schools, students and FSA; the basic steps involved in the Direct Lending process-loan origination, master promissory note processing, funding and disbursement, monthly reconciliation, year-end closeout, and the various options available to schools in each step of the process. Borrower benefits and the resources and support available to both schools and students are also discussed.

    • B3: Ethics in Financial Aid
      Presented by Sherrie Padilla, Antelope Valley College and Dr. Patricia Hurley, Glendale Community College. In the aftermath of the student loan scandals, what constitutes a "conflict of interest" for the financial aid professional? Does a move to Direct Lending mean that you no longer have to worry about professional ethics? What kind of decision would you make in an ethical dilemma? This session will review some of the recent issues and provide some case-study discussion.

    • B6: Managing Cohort Default Rates
      Presented by Cynthia Marrs, Texas Guarantee Student Loan Corp. This session will highlight default prevention initiatives to assist schools in managing their cohort default rate (CDR) and offer insights about the benefits for schools with low default rates and the consequences of higher default rates. Attendees will learn how a school's CDR is calculated and how the Higher Education Opportunity Act (HEOA) has impacted CDRs, including how the shift from a 2-year to a 3-year calculation has influenced CDRs.

    • C2: Rejection, Verification, and Frustration! How the aid application process keeps students out
      Presented by Debbie Frankle Cochrane, Laura Szabo-Kubitz, and Andrew LaManque, The Institute for College Access & Success. Approximately 100,000 eligible students in the California Community Colleges apply for aid but do not receive it. Now more than ever, we need to do all we can to ensure that available financial aid reaches the students who need it most. Last year, we introduced our research on the FAFSA application process, with the goal of learning where and why students fall through the cracks. Having now analyzed data from 13 California Community Colleges, we will be previewing our findings.

    • C3: The Changing Landscape of Financial Literacy Programs for College Students
      Presented by Tim Ranzetta, Student Lending Analytics. Developing a financial literacy program is on the top of many financial aid administrator's agenda for 2009-10. Why? Perhaps, it is the unprecedented level of interest from students. Or maybe it is the significant investment in literacy programs envisioned by proposed legislation. Tim Ranzetta of Student Lending Analytics will share survey data to describe the current state of financial literacy programs, identify key elements of successful programs and highlight resources available to assist students in making better economic decisions.

    • C4: Professional Judgment: the Ups and Downs of EFCs and Loan Award Amounts
      Presented by Nancy Davis, San Bernardino Valley College, and Rita Grogan, Mission College. The application of professional judgment (PJ) is one in which we, as aid professionals, have some latitude in applying regulations to benefit students who have unusual circumstances or who have dire needs. PJ can only be applied in specific areas, though. Have you embraced the concept of PJ in your work and in your office? Come to this session to find out what you can do, share what you already do, and see if you learn something new!

    • C5: Integrating the Financial Aid Office with other Departments
      Presented by Mike MacCallum, PhD, Long Beach City College. We have fewer staff, less funding and more students with greater needs. Are we really expected to do that much more with this much less? This session will take a look at how we can coordinate financial aid offices with other departments to serve more students with fewer resources. Since we serve many of the same students as several categorical programs (EOP&S, DSP/S, CalWORKs, etc.), we can examine how to combine forces and do more with less.

    • D2: Office Efficiencies -Best Practices
      Presented by Katherine Linzmeyer, Chabot College. Share tips for creative, innovative or just plain common-sense efficiencies that people have implemented to deal with increased student applications and effects of the current budget situation in financial aid offices on your campus. Sometimes hard times make for great opportunities for needed changes! Join us to share and hear specific challenges faced, what has been or could be done to offset them, or concerns you'd like to throw out to the crowd.

    • D3: FFELP to Direct Loan Transition
      Presented by Greg Sanchez, San Diego Community College; Melissa Moser, Orange Coast College; and Rhonda Mohr, EdFund. A panel of colleagues who have transitioned to Direct Loans will facilitate the discussion of FFELP to Direct Loan transition. Schools will discuss their transition plan, organization changes, coordination and planning with IT, changes to publications and Web sites, and their overall communication plan to students and parents.

    • D4: Counseling Students to Effectively Manage Finances
      Presented by Kim Thomas, AFC, NSLP. We've condensed information from a trusted financial counseling certification program to help you learn how to better counsel students about their personal finances - whether you have five minutes or an hour. Help students recognize how their values relate to their financial behaviors. Find out how fairy tales can enhance student and counselor interaction!

    • E1: Year-Round Pell Grant
      Presented by Bruce Honer, U.S. Department of Education. This session will cover recent budget and policy issues affecting the Federal Pell Grant Program. The session will highlight issues related to the payment of "two Pell grants in an award year," duration of student eligibility, and ineligibility due to civil commitment. It will also include discussions regarding students whose parents have died in Iraq and Afghanistan and these students' eligibility for Federal Pell Grants and for other programs, including the new Afghanistan and Iraq Service Grants.

    • E7: CSAC Update
      Presented by Bryan Dickason and Tae Kang, California Student Aid Commission

  • 2009 Spring Training Presentation Materials:
    Below you will find materials and presentations from the 2009 annual Spring Training events.
  • 2008 Conference Presentation Materials
    Below you will find materials and presentations from the 2008 annual conference held in Anaheim. CCCSFAAA thanks the presenters who submitted their materials for posting.
    • (A-2) Knowledge is Power: The FSA Schools Portal, IFAP and FSA Assessment Tools
      Presentation by Beth Asmus, Dean of Special Programs, College of the Canyons. The presentation covers resources available from the U. S. Department of Education to assist financial aid administrators. Whether you need to look up regulations or determine if your policies and procedures are in good order, the information can be at your fingertips if you know what to look for and where to find it.

    • (A-3) Cal Grants - Beginners
      Presentation by Bryan Dickason, Manager of Cal Grant Operations, CSAC. Confused by all the acronyms? Baffled by the IPA? Don't know whether a "Real Time Database" is good news or bad news? Learn directly from CSAC's Manager of Cal Grant Operations the answers to these questions and much, much more.

    • (A-5) From Start to Finish: Why Some Students Don't Get the Aid They Could
      Presentation by Debbie Frankle-Cochrane, Research Analyst, The Institute for College Access and Success. Many eligible students know about aid and apply for it, but get lost in the process before they receive it. Within the CCCs alone, this adds up to over one hundred million dollars of federal aid left on the table! Come hear about new research being conducted on when and why students don't complete the application process, and the implications for financial aid offices.

    • (A-6) Developing and Assessing Financial Aid Student Learning Outcomes: A Practical Approach to Meeting your Campus SLO Demands
      Presentation by Rick Rams, Dean of Student Support Services, Cypress College. The Age of Accountability has arrived! College Accreditation accounts for both instructional and student services learning outcomes. Financial Aid Offices contribute to student learning on your campus. This session will introduce a framework for SLO development and allow participants to begin development of meaningful and robust SLOs. By attending this workshop, you will confidently return to your Student Services Vice-President or Accreditation Officer at your campus and proudly report that you are "on track" with regard to your SLO development.

    • (B-1) Adult Learners - Understanding their specific needs
      A presentation by Sara Blasetti, Counselor, Long Beach City College. Adult learners return to college for a variety of reasons. They bring specific needs that need to be addressed if they are to be successful students. Learn methods and strategies to best serve this special population.

    • (B-2) Verification and Conflicting Data
      Presentation by Marco de la Garza, Dean of Financial Aid, Los Angeles Pierce College. At least 30% of your financial aid applicants must complete the verification process to receive federal financial aid. Verification policies are not all created equal. Financial Aid directors have options. This session will teach you some of those options and talk about completion of verification. On the other hand, all of your financial aid files must be free of conflicting data. What's the difference? At the end of this session, you will know the answer.

    • (B-3) Making a Dynamic Presentation to your Board of Trustees
      Presentation by Denise Donn, Director of Financial Aid, San Joaquin Delta College and Susan Jones, Director of Financial Aid, Mt. San Antonio College. Do you panic when you receive that call or email informing you that you have been scheduled to give a presentation to your local Board of Trustees? Instead of approaching this opportunity with fear and anxiety, make this your opportunity to shine by being well prepared. A successful presentation can make a big difference in how decision makers perceive you, your department, and even the students you serve. Come prepared to share and learn successful strategies, processes and tools that will assure an effective presentation.

    • (B-4) Electronic solutions to everyday financial aid issues
      Presentation by Farsio Kottab, Business System Analyst, Long Beach City College, and Richard Yentch, Deputy Director of Financial Aid, Long Beach City College. With advances in technology many schools are finding electronic solutions to common problems. This session will demonstrate how one school has addressed some of its issues. Come prepared to share your school's solutions so we can all learn from each other.

    • (B-5) Audits and Program Reviews - Know What to Expect
      Presentation by Charles Wood, CSAC, and Patti Morgan, Napa Valley College. This session will provide information about what to expect when your institution has been selected for a review. It includes the top 10 review findings, the areas of compliance, and the audit findings and reporting process.

    • (B-6) Veterans Services - innovative approaches to aiding this unique population
      Presentation by J. Franc Menjivar, Financial Aid/Veterans Services Supervisor, Danielle Panto, Veterans Services Specialist, and Dr. Mike MacCallum, Financial Aid Counselor, all from Long Beach City College. Not only do we have an increasing number of veterans on our campuses, we can expect more to come as the war in Iraq winds down. This session on veterans will cover three main issues: GI Bill certification, veterans' transitional issues, and a discussion as to what our campuses can do to help veterans readjust to campus life.

    • (C-1) Learn to be a Star Presenter
      Presentation by Cheryl Foster, Training Specialist, USA Funds. Speaking in public is considered the #1 fear among adults. Are you one of them? Are you afraid to bare your soul and stand in the limelight? Does the thought of speaking in public make you sweat and shake? Take it from an expert who has worked long and hard to overcome her fear and has become one of CCCSFAAA's most popular speakers. Learn some of the tips that can give you the three "C's" for public speaking - clarity, confidence and command.

    • (C-2) Professional Judgment - Throwing Out the Rope
      Presentation by Beth Asmus, Dean of Special Programs, College of the Canyons. Professional judgment is the rescue rope from the financial aid tool kit. The rope you can choose to throw out to "rescue" a climber stuck on the face of the cliff - those students & parents who have financial need due to special circumstances but who may not qualify by simply filing out their FAFSA. Learn when to throw out your rope, how to use it, when to reel it in, and how to meet the documentation requirement of the Federal government. Participants will receive their own rescue rope and user guide!

    • (C-5) Debit Card Options
      Presentation by Melissa Moser, Director of Financial Aid, Orange Coast College, and Keith Cobb, Director of Financial Aid, Cypress College. A number of California community colleges are issuing financial aid to students using debit cards rather than checks. Hear from colleagues who have implemented the debit card solutions and weigh the benefits of one system over another.

    • (C-7) Entrance and Exit Loan Issues
      Presentation by Susan Neppl, Training Consultant, Great Lakes Higher Education, and Cathy Mueller, Executive Director, Mapping Your Future. The recently passed Higher Education Opportunity Act (Reauthorization) brings us new and expanded entrance and exit counseling requirements. What are some of these changes? Who can help you? When can a lender or guarantor assist with a presentation? How much control does the school need to exercise? Are on-line loan counseling services acceptable? Get the up-to-date skinny on the new ins and outs of Entrance and Exit Loan Counseling.

    • (C-8) Scholarship Administration
      Presentation by Kim Miles, Assistant Dean of Financial Aid, Pasadena City College, and Desiree Marquez, Scholarship Program Specialist, Mt. San Antonio College. This session will cover best practices in the administration of campus scholarship programs. Presenters will review recommendations for working with single scholarship selection committees and offer tips on processing a shared application form. Other highlights include publicity of scholarships, coordinating scholarships by nomination, and making recommendations on scholarship eligibility criteria.

    • (D-4) Changes to California Title 5
      Presentation by Alicia Terry, Registrar, Mira Costa College, CACCRO President-Elect Alicia Terry will discuss implementation of recent Title 5 changes. An increase in the number of allowable repetitions for substandard grades along with a new limitation on W grades has been a challenge for many California Colleges. Learn about one college's approach to addressing the complexity of implementing these significant regulatory changes.

    • (D-5) FFELP/Direct Loan Issues
      Presentation by Brad Hardison, Financial Aid Director, Santa Barbara City College, and Nancy Davis, Financial Aid Director, San Bernardino Valley. This session will discuss the recent changes to the student lending environment and offer information regarding how to help our students secure a lender and or how to choose a lender and provide quality entrance and exit counseling to students without the help of lenders or guarantors. We will discuss the various agencies which offer lender comparison services and will end with an idea exchange.

    • California Commmunity Colleges Scholarship Endowment (The Osher Foundation)
      Presentation by Kerry Wood, CFRE, Vice President-Resource Development at the Foundation for California Community Colleges, and Tim Bonnel, California Community Colleges Chancellors Office. The presentation covers the latest news on rollout and implementation for the California Community Colleges Scholarship Endowment, including scholarship criteria and time lines for applications, awards and payments.

  • 2008 Spring Training Presentation Materials
    Below you will find materials and presentations from the 2008 Spring Training events held in March and April at Cerritos College, Las Positas College, and College of the Canyons. CCCSFAAA thanks the presenters who submitted their materials for posting.
    • Day at the Capitol – Talking Points
      Brad Hardison supplied this document containing many of the "Talking Points" utilized by CASFAA and CCCSFAAA for the March 18th "Day at the Capitol." This information was used when CCCSFAAA and CASFAA representatives met with various state legislators and aides.

    • Student Aid Advocacy On Your Campus
      Brad Hardison utilized this presentation when talking about how every one of us can advocate for Financial Aid on our campuses by gathering information, developing partnerships, setting priorities, preparing to and actually advocating our interests.

    • Community College League of California FAST FACTS
      A short two-page summary of information and data about the California Community Colleges from the Community College League of California.

    • Ethics in Financial Aid
      A presentation developed by Pat Hurley (Glendale Community College) and presented by Beth Asmus (College of the Canyons) on understanding and applying ethics in our work in financial aid.

    • Veteran Students
      A presentation developed by Renard Thomas, a VA Certifying Official at College of the Canyons, veteran, and student. The presentation offers information to help you understand the needs of veteran students, VA education benefits, and ways to coordinate campus services to better serve veterans attending our colleges.

    • Veteran Students
      A second Veteran Students presentation developed at Las Positas College. The presentation offers information to help you understand the needs of veteran students, VA education benefits, and examples of how Las Positas College works to coordinate campus services to better serve their veterans.

    • Green Lights & Red Tape
      A panel discussion including Debbie Frankle-Cochrane (The Institute for College Access & Success/ TICAS), Tim Bonnel of the California Community Colleges Chancellor's Office) and Kris Shear (CCCSFAAA President) discussed the recent TICAS report about financial aid policies and practices at the state's community colleges and how differences in implementation can have major impacts on students' access to financial aid.

  • 2007 Conference Presentation Materials
    Below you will find materials and presentations from the 2007 annual conference held in San Francisco. CCCSFAAA thanks the presenters who submitted their materials for posting and welcomes additions to this section from other presenters (please contact Dennis Schroeder, CCCSFAAA webmaster, for details).
    • Affordability of Textbooks (pdf)
      A presentation by Tom Bauer of the San Mateo Community College District, Margie Carrington of Canada College and Don Newton of the City College of San Francisco. The presentation covers textbook industry issues and how the San Mateo Community College District instituted a textbook rental program in conjunction with Canada College. Various partnerships between college bookstores and the Financial Aid Office will be discussed.

    • Financial Aid System Tutorial (pdf)
      A presentation by Lissa Wayne of Edfund about navigating the many online products and services offered by the US Department of Education and the State of California, including FAA Access to CPS, COD, CSAC WEB Grants, and more.

    • Student Loan Eligibility and Certification (pdf)
      A presentation by Deb Barker-Garcia of EdFund about the basics of lian eligibility and the certification process for both Federal Direct loans and FFELP loans.

    • CSAC Executive Update
      Diana Fuentes-Michel spoke on a number of new projects and updating occuring at the California Student Aid Commission. From this conference session, three related documents are included below:

    • Satisfactory Academic Progress (pdf)
      A presentation by Toni DuBois of Long Beach City College about creating and implementing an effective SAP policy for your college.

    • Media Training - I Can Afford College (pdf)
      A presentation by Paige Marlatt Dorr of the California Community Colleges Chancellors Office, Bobby Pena of BP Cubed, and Jairo Moncada of Astone/Crocker/Flanagan. Part of this conference session talked about how you can leverage the "I Can Afford College" financial aid awareness campaign to drive your local outreach efforts.

    • Professional Judgment (pdf)
      A presentation and Case Studies (pdf) from Toni DuBois of Long Beach City College. This session covered the basics of what Professional Judgment is and presented case studies showing application of PJ.

    • Multi-Generational Learning (pdf)
      Jim Gaston of the South Orange Coast Community College District presented a number of interesting topics about technology, students, and how colleges can work with students through technology in the classroom and student services. Although no PowerPoint is available, Jim maintains a highly informative blog addressing these issues and more.

    • The APLE program in California (pdf)
      Information about the APLE (Assumption Program of Loans for Education) program in California was presented at the annual conference.

    • Green Lights & Red Tape (pdf)
      The Institute for College Access & Success (TICAS) presented their report about financial aid policies and practices at the state's community colleges and how differences in implementation can have major impacts on students' access to financial aid.

  • 2006 Conference Presentation Materials
    Below you will find materials and presentations from the 2006 annual conference held in Ontario. CCCSFAAA thanks the presenters who submitted their materials for posting and welcomes additions to this section from other presenters (please contact Dennis Schroeder, CCCSFAAA webmaster, for details).


  • Useful Internet Sites for Financial Aid Staff
    The following is a compilation of internet sites that are useful for doing financial aid work. Some are very practical when reviewing files, others are more for professional interest. The Web is an excellent tool for seeking information quickly and staying up-to-date. Be sure to "bookmark" on your browser any of these sites you find useful.
    • The Department of Education recently announced the availability of a short U Tube video designed to help students get started with the FAFSA. The video is 4 minutes long and hits the important federal sites and references. This would be a great resource to post on your college website or to email to your students.
      http://www.edgovblogs.org/duncan/2010/01/tips-for-completing-the-fafsa/

    • Information About The Federal Direct Loan Program
      Schools seeking answers about the Federal Direct Loan Program and how they can participate in the program can now email the US Department of Education at DLEnrollment_FSA@ed.gov

    • Financial Aid Scams (doc files)
      Have Your Students Been Scammed?
      Financial Aid Scam Complaint Form

    • California Student Aid Commission (CSAC)
      Get the latest information on the Cal Grant programs.

    • Direct Loan Page
      The official site for Direct Loan information and resources. Includes a searchable reference tool for direct lending; frequently asked questions; entrance and exit counseling on the Web etc.

    • EdFund
      The official site of EdFund, one of the largest loan guarantee service providers based in California.

    • FAFSA on the Web
      For students to apply for Federal Financial Aid on the web. This site makes the application process faster for students; employs "skip logic" and edits that minimize student errors. The site also allow students to make corrections online.

    • FastWeb
      A large, free scholarship profile, search, and matching database. This site has a very good user interface and allow institutions, organizations, and individuals to register without charge.

    • Federal School Code Search
      Enter a school name to find its Federal School code, or vice versa. A very useful site for assisting a student to look up a needed school code when completing the FAFSA.

    • FinAid: The SmartStudent Guide to Financial Aid
      An independent financial aid information resource for students and financial aid professionals. The website contains general information about financial aid programs, the application process, and numerous aid calculators.

    • FSA TFAP – Training for Financial Aid Professionals
      The TFAP website contains information on current and future FSA training activities and learning resources.

    • Health Professions Education Foundation
      Health Professions Education Foundation offers several scholarship and loan repayment programs for nurses and other medical positions in California

    • Information for Financial Aid Professionals (IFAP)
      The official source of federal financial aid information. Includes a searchable electronic repository of Dear Colleague letters, U.S. Department of Education training and conference information, Federal Registers, new forms (in PDF format), and various postings, announcements, and technical tips.

    • IRS – The Internal Revenue Service
      The IRS website contains information and forms for individuals and organizations needing federal income tax return assistance.

    • NSLDS Online
      The NSLDS database allows secure online access of students' loan history, overpayments, Pell payments, enrollment information and organization contacts.

    • OANDA Foreign Exchange Tools
      OANDA offers a number of currency converters and tools including FXHistory, a online historical currency converter.

    • Selective Service System
      General information on Selective Service and verification of Selective Service registration.

    • Social Security Online
      Official site for information on Social Security programs, issues, and news.

    • U.S. Postal Service ZIP Code Lookup
      Enter a street address (including City & State) to get a ZIP code.

    • Veterans Affairs – GI Bill Website
      Describes VA Educational Benefits; News, Regulations, Frequently Asked Questions, etc.



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