14 October 2019

updated 3.11.13

Annual Conference

2014 Conference Presentations

Click the presentation's title to download the presentation document.

Title Description Presenter
"What You Need to Know about 150% NSLDS Enrollment Compliance Reporting"
NSLDS has been tracking new legislation and working with the Department of Education regarding changes to enrollment reporting. Come learn about the upcoming file format that will be used to capture these new data element requirements. The session will also provide a refresher on how to access the Clearinghouse website for enrollment reporting, how to query basic information, and what resources are available to California Community Colleges if they have additional questions. Presenter:
Mark Koveleski, MS, Technical Specialist, Transcript Services, National Student Clearinghouse
SAP 101
New to SAP? Need a refresher on SAP? Don't know what SAP is? This session will give an overview of Satisfactory Academic Progress (SAP), the components of a good policy, tips on how to create and maintain a manageable process, and more. Presenter:
Dennis Schroeder, Los Angeles Mission College
Consumer Information and Disclosures
Did you know there are more than 50 different consumer disclosures required of campuses and college districts that receive federal funds? Learn how these requirements can impact your office and how to ensure there is an institutional responsibility for compliance. This will be an interactive presentation. Presenter:
Margie Carrington, Canada College
SparkPoint-Benefits Access for College Completion
Economic disparities negatively impact connection and completion. Skyline College has implemented a financial coaching resource and service center (part of the Working Families Success Network) that students and non-enrolled community members use to achieve financial stability. Financial Coaches work like personal trainers for financial fitness. The program has been featured on the Discovery Channel and recognized by Annie E. Casey Foundation (College Innovator of the Year) and California Community Colleges Board of Governors (John W. Rice, Diversity and Equity Award). Persistence rates vary between 94% - 96%. Presenter:
Dr. William Watson, SparkPoint Center, Skyline College
Professional Judgment
Professional Judgment refers to the authority of a school's financial aid administrator to make adjustments to the data elements on the FAFSA and to override a student's dependency status. Come learn best practices and review case studies. Presenter:
Dr. Linda Williams, Sierra College
Opening the Door for Students - Leveraging Business Process Analysis to Re-imagine the Financial Aid Process
The San Mateo Community College District transformed the way students receive aid. Utilizing Business Process Analysis (BPA), they streamlined the process -- taking it from more than 50 steps to fewer than 20. Most students are awarded aid within 24 hours, and aid is disbursed in 2 to 3 weeks. Come to this session and find out how they did it. Presenters:
Kari Blinn, Strata Information Group (SIG)

Jennifer Hughes, Vice President of Student Services, College of San Mateo
SAP - Best Practices
This session will review best practices for making your SAP policy and procedures work efficiently and effectively for you and your students. Also, a review of one district's outcomes from their appeal/petition process will be presented and assessed for its effectiveness. Presenter:
Dennis Schroeder, Los Angeles Mission College
Working with Angry Students
This session will teach how to diffuse situations when a student becomes difficult, uses inappropriate expressions or advances to anger. The training will include venues such as the front office counter, Admissions and Records feedback, complaints to administration, campus safety, complaints in writing, and telephone techniques. Every staff member in the Financial Aid Office will be able to adapt useful tools to be successful in assisting students. Presenter:
Jim Barton, Happily Retired
Working Cal Grant Rosters
The California Student Aid Commission (CSAC) has been working harder than ever this year to help colleges help more students. One way that colleges can help is by working Cal Grant Rosters more often and completely. This session will review effective practices in roster completion and also introduce the new payment codes added to the system. Presenter:
Justin Watkins, California Student Aid Commission
Top Ten Audit Findings
Are you prepared for your next Federal Audit or Program Review? Getting your institution ready can be a challenging experience. This session benefits all schools by providing an overview of FSA's 2012 top ten audit and program review findings. Attendees will learn how to avoid common errors in areas like R2T4 and verification that can result in findings at your institution. Presenter:
Virginia Hagins, Department of Education, Federal Student Aid
WebGrants is a powerful tool for students and college staff. Come to this session for an overview of the system functionality, including reports that can assist you in managing Cal Grant payments and awards. Presenter:
Justin Watkins, California Student Aid Commission
150% Loans/NSLDS reporting
With the introduction of the Moving Ahead for Progress in the 21st Century Act, schools have a whole new set of counseling, awarding and reporting challenges. What are the nuances of the 150 Percent Direct Subsidized Loan limit regulations? How can you make sure you accurately report the required information? How do you find and interpret the new 150 Percent Direct Subsidized Loan limit data in COD, NSLDS and on the ISIR? We'll explore these questions and provide tips for using the information to package and effectively counsel students. Presenter:
Cheryl Foster Hunt, USA Funds
This session will cover the basics of the federal Return to Title IV process and some of the challenges faced by colleges in trying to maintain compliance. Presenter:
Virginia Hagins, Dept. of Education, Federal Student Aid
Student Marketing, Communications and Social Media
This session takes a look at the communication preferences of today's college student. It covers how schools use social media and the steps needed to create a successful social media program on your campus. We will take a closer look at Facebook and Twitter with an eye toward how aid offices can use these forums to connect with and counsel students. Additionally, guidelines are provided for creating campus social media plans. Presenter:
Jon Potter, Nelnet
Dream Application
In this session we will have an informative and lively discussion of eligibility under the California Dream Act. We will review the Dream Act application process, show the application for the 2014-15 year and discuss changes being considered for 2015-16. Presenter:
Bryan Dickason, California Student Aid Commission
Verification for 2014/2015
This session will cover policy and operational verification requirements and changes for 2014-15. In addition this session will cover new verification tracking groups, IRS Data Retrieval, and updates on IRS-related issues. Presenter:
Virginia Hagins, Dept, of Education, Federal Student Aid
Strengthening Cal Grants to Better Serve Today's Students
The Cal Grant program provides over $1.5 billion in need-based grant aid that each year helps hundreds of thousands of Californians pay for college. However, many needy college students either do not receive Cal Grants or receive less than others with more resources. Join this session to learn about three key recommendations designed to build upon the strengths of the Cal Grant program and better serve California's students going forward. Presenter:
Laura Szabo-Kubitz, The Institute for College Access & Success - TICAS
Dream Application Corrections
This session will go over the WebGrants update and correction process for schools making changes to a studentís Dream Act Application. This includes using WebGrants and acceptable and non-acceptable updates. Presenter:
Bryan Dickason, California Student Aid Commission
Repayment Options: IBR, ICR and PAYE
Loan repayment programs have received a lot of press lately, but how do you determine which one is best for each borrower? This session will cover Income-Based Repayment (IBR), Income Contingent Repayment (ICR) and Pay As You Earn (PAYE). Learn how each repayment plan impacts the individual borrower, and how you can provide sound guidance to borrowers based on their unique circumstances Presenter:
Jon Potter, Nelnet
Leadership & Ethics
Leadership and ethics within the financial aid office go hand in hand. So, what does it look like? How can I model ethical behavior and how does this apply to the students and staff that we serve? This session will both define and discuss ethics and the importance in developing and maintaining standards in your office and modeling it on your campus. Presenters:
Dr. Linda Williams, Sierra College

Margie Carrington, Cañada College
CSAC Update   Presenter:
Bryan Dickason
Federal Update   PowerPoint by Jeff Baker, Dept of Education, presented by Brian Heinemann, Copper Mountain College

Session handouts from the 2014 All Directors Training are located at:

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