sasfaa conference committee · 2012. 7. 9. · included on postcard. coordinate with others, as...

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SASFAA Conference Chair-elect/Chair Operational Calendar

July – January (Chair-elect)

Task Responsible Person(s) Due Date

Serve as a member of the current year’s Conference Committee Begin selecting committee members for next year’s committee, especially Local Arrangements & Hotel Liaison. Become familiar with hotel contract as this can dictate portions of your program. Work with your President to begin formulating ideas for theme, logo, special functions, etc. Schedule a Site Visit – with your President, Local Arrangements Chair(s) and Hotel Liaison (there is some money in the budget for this!) Work with your Local Arrangements Chair(s) to set up booth at Conference. Include State President-Elect to discuss Host state responsibilities and finances

February – April (Chair-elect)

Task Responsible Person(s) Due Date Shadow current Conference Chair – Take notes! Setup Conference Committee listserv or distribution list. Work with your President and identify October meeting date and location. (July/August meeting is held in conjunction with the Executive Board meeting). Finalize committee. Send introductory e-mail to committee announcing meeting dates and times. You may need to send subsequent e-mails to ex-officio committee members who may be selected after your initial mailing. Contact hotel and begin working with them regarding potential meal prices, menus, etc… You will need this information to help finalize budget. Consider holding a conference call prior to your first meeting to discuss/decide a conference theme. May (Chair-elect)

Task Responsible Person(s) Due Date Finalize Budget for Upcoming Year Make travel arrangements for June transition meeting. Review prior year’s conference evaluation data for ideas/suggestions of sessions, speakers, etc. Review prior year’s final GAP report in preparation for transition meeting. Identify tentative space for registration, online voting, hospitality suite, PC Lab and/or Hands-On lab. Discuss potential concerns with hotel as soon as possible.

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June (Chair-elect)

Task Responsible Person(s) Due Date Make travel arrangements for July/August Executive Board and Conference Committee meeting.

Send out a “Call For Sessions” to the SASFAA listserv. July

Task Responsible Person(s) Due Date Send conference evaluation results to committee prior to first meeting. Prepare Executive Board report for July/August meeting. Hold conference call to discuss theme. If a theme is decided, try to have a couple of different logo options available to show committee at first meeting. Send tentative agenda and hotel confirmation information to committee prior to first meeting. At the Executive Board meeting, touch base with the State President who is hosting the conference. Discuss options for hospitality suite. Review financial obligations for state. Discuss with President options regarding President’s Reception. This includes possibilities for entertainment and location. Work with Local Arrangements chair(s) to identify potential locations and costs. Hold first conference committee meeting. (Make dinner reservations for the Sunday night when it will be just the conference committee). August

Task Responsible Person(s) Due Date Finalize conference logo. If going off-site, finalize site logistics for the President’s Reception. Begin plans for transportation, if needed. Work with Local Arrangements regarding airline discounts and contracts. Remember, the President or designee must sign. Shuttle discounts. Try and finalize tentative agenda for website and/or e-mails for the membership. Try and finalize keynote speaker. September

Task Responsible Person(s) Due Date Collect concurrent session ideas from committee members. Use information from NASFAA programs and other state associations’ conferences for potential topic ideas. Send newsletter blurb to state representatives for inclusion in state newsletters. Also include similar blurb for the SASFAA

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fall newsletter.

Post tentative agenda, President’s message, hotel reservation information on the website. Local information, including travel details local attractions and pre-conference activities should be included. Send travel arrangement information to conference committee members. Send a list of potential session topics to the committee. Hold conference call prior to October meeting to narrow concurrent session topics. If not already completed, finalize keynote speaker(s). This would include those speakers being coordinated by other committees and federal general session speakers. Also includes NASFAA President and NASFAA Chair. Obtain copies of their bios for the program and determine AV needs for the sessions. Once website is available, send blurb to SASFAA-L announcing the information available. Include any pre-conference information if available, such as NAOW. This information should also be distributed via the state listserves. Work with hotel to make certain internet connectivity for PC Lab, Registration, electronic voting and Hands-on Lab is available. Finalize sponsorship details for computer lab(s). Finalize equipment rental details as needed. Communicate any sponsorship details with Vendor/Sponsor Chair. Work with local arrangements to identify potential charities. October

Task Responsible Person(s) Due Date If you are sending one, prepare information that will be included on postcard. Coordinate with others, as needed, to make sure the information is accurate. Make flight arrangements for November Board meeting Prepare day-by-day conference activities Excel spreadsheet. Conference committee meets. Finalize all concurrent sessions including identifying potential speakers and assigning sessions to conference committee members. Committee members will need to finalize session descriptions, identify moderators, obtain AV needs, finalize NAOW attendee presenters and then provide this information by December 1. Use individuals who volunteered through volunteer form and Exec. Board folks to moderate, if needed. Work with Department of Education to finalize concurrent session speakers. Finalize registration area logistics with Membership Chair and and Treasurer. Finalize registration information for the website. Work with Membership Chair, Electronic Services Chair and Treasurer regarding any changes to the website. Allow 3 weeks for ATAC to do the work, so start around October 1. Finalize details for Charity booth and next year’s SASFAA Conference booth.

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Update website as needed and prepare for online registration to begin around November 1. Include ground transportation and rental car information. Other information for web site (local attractions, Charity Project, Bingo, Attire, E-mail hours, NAO workshop, Menus, School Spirit Day, information for presenters, moderators and monitors) can be added as needed, when available. Continue to update tentative agenda as it evolves. Complete Executive Board report for November meeting. Ask Secretary for SASFAA note cards and stationery, if needed, for President’s Appreciation Reception and Past-President’s activity. Finalize conference agenda, except for the exact placement of concurrent interest sessions. This includes any entertainment for President’s Reception and/or other events. Send regrets e-mail to those who submitted session proposals but were not selected. Send congratulations e-mail to the individuals whose session proposals were accepted. Include the name of the committee contact who will be coordinating the session. Finalize conference giveaway order (bags, portfolios, etc.). You will want to provide a tentative number to the vendor and update this as needed. Be sure to determine a “drop dead” date where you can provide a final number. The closer to the conference, the better. Coordinate with membership chair regarding the ordering of lanyard, name badges and ribbons/stickers as needed. Disseminate, as needed, the shipping address for the hotel. Include both direct shipments, if needed or allowed, and those items being sent to the drayage company, and label them appropriately. Communicate tentative agenda with the hotel. You should know the required amount of space and any issues that need to be handled. Begin obtaining commitments for loaner laptops and projectors for concurrent sessions. Review all local arrangements plans Obtain letter from Governor, Mayor and/or other dignitaries as needed for conference program.

November

Task Responsible

Person(s) Due Date Send e-mail to SASFAA and state listservs announcing the availability of online registration and information that is available on the website. Contact special guests and VIPs for biography, name, title, contact info and hotel room preferences Mail pre-conference postcard (make sure it is also sent to all special guests, presenters and VIPs). Contact membership chair for mailing list. Touch base with hotel A-V company. Communicate AV needs for General Sessions and the basic setup for concurrent sessions. Review and negotiate AV contract.

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Hotel liaison work with SASFAA Secretary regarding room reservations for the conference. You will want to begin working separately with the hotel regarding VIP rooms (NASFAA Chair, special guests, keynote speakers, etc…). Send December SASFAA Newsletter blurb to Newsletter Chair. Review all local arrangements plans As they are identified, make sure VIP’s, comps and other folks who will not be registering and paying the normal way are entered into the system to have a nametag prepared. Work with the Membership Chair, Treasurer and ATAC to accomplish this. Make sure your complimentary registration winners from the prior conference have their conference fee waived. This normally includes a prior NAOW participant and someone who completed the online evaluation. December

Task Responsible

Person(s) Due Date

Meet in person with hotel and finalize agenda, including meal functions. Finalize all loaner equipment and confirm details for delivery (what day the person is coming, where to drop the equipment). Begin to finalize all moderators and presenters. Be certain that you have an accurate accounting for all AV needs. Use Executive Board members, as needed, to moderate. NAOW attendees and volunteers from volunteer forms.

Continue to update website with new information, as needed. Letter for conference program from Conference Chair and SASFAA President. Update conference reminders information page for conference program, with bullets.

Speaker bios and photos for conference program. Final agenda info for conference program. Organize concurrent interest sessions so you have a good representation during all blocks. Assign rooms based upon anticipated attendance and AV requirements (so you do not need to move AV equipment around between session blocks).

Sponsor info for conference program from Vendor/Sponsor Chair

Exhibit hall map for conference program from Vendor/Sponsor Chair

Vendor drawing info and where prizes will be posted and when info for conference program.

Info on following year’s Conference page for conference program.

Hotel map for conference program.

Recognition info for conference program.

Send hotel finalized agenda with all details including group resume information

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Contact special guests and VIPs for arrival and departure times and make transportation arrangements.

Finalize sponsors for meal functions and events.

Finalize list of all people to be invited to attend President's Appreciation Reception. Include key local arrangements. Purchase all gifts, if necessary, for those who will receive them. Review all local arrangements plans, including charity details. Send invitations for President's Appreciation Reception and Past –President’s Lunch.

Order conference shirts. CC, EB, NAO, etc. January

Task Responsible

Person(s) Due Date

Send final e-mail confirmation to moderators and presenters. Include time and day and all contact information, session description and duties. Have the presenters review session description as this description will be used in the program. Also include information regarding handouts and the submission of the electronic copy for website.

Send e-mail update to conference registrants.

Make flight arrangements for SASFAA conference Coordinate and reconcile comp registrations for vendors/sponsors, VIPs, special guests and appropriate board members. Monitor room block at hotel Obtain BEOs from hotel and finalize all events including food functions (make sure to remember to ask for non-SASFAA event BEOs too)

Prepare President's conference script and ask President to review. Send all booking info to hotel. Comp list, rooming resume, VP, board, etc.

Proof conference program and pocket agenda

Final draft of conference program to printer

Finalize online conference evaluation form

Review rooming list provided by hotel for duplications, missing names, etc. Set up pre-conference meeting time with hotel. Communicate pre-conf meeting time with hotel liaison, Treasurer, President, Membership Chair, Local Arrangements, and next year’s chair. Begin finalizing head-table assignments and communicating the summary of major events with each person participating. Each major

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event should have an event summary sheet associated with the event, summarizing the seating diagram, order of speakers, etc. This summary should be emailed to each person mentioned on the summary. Make sure this matches the President’s script. Send summary of events (duties and responsibilities) to conference committee and executive board members. This includes all events they should attend, location, etc.

Review all local arrangements plans, including charity details. Work with SASFAA Vice-President to coordinate e-mail to first-time attendees.

Continue to update website with new information.

Work on final conference checklist to e-mail and post to website.

Provide updated information to sign coordinator. Coordinate all information that will be stuffed into packets and make sure all persons responsible have the shipping information and deadlines. February

Task Responsible

Person(s) Due Date

Submit board report to Secretary Work on “News of the Day”. Outline articles and identify things to include for each day.

At the conference, provide printed copies to Conf Committee and Executive Board their duties and responsibilities at the conference. This is the same information previously emailed to them in January.

Provide printed copies of each event summary to all individuals listed on the event summary. This is the same information previously emailed to them.

Attend SASFAA Board meeting

Send e-mail update to conference registrants.

Chair transition meeting and coordinate with next year’s chair.

Prepare place cards for head table with names on both sides (prepare notes to be placed in registration packets for people sitting at head table)

Send SASFAA summer workshop info to hotel for conference registration packet stuffing, within timeframe of hotel policy.

Send Nominations & Elections info to hotel for conference registration packet stuffing, within timeframe of hotel policy.

Send SASFAA Board meeting minutes to hotel for conference registration packet stuffing, within timeframe of hotel policy.

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Send Treasurer's report to hotel for conference registration packet stuffing, within timeframe of hotel policy.

Review all local arrangements plans

Bring portable printer to conference

SASFAA Conference Committee meeting

Provide guaranteed meal counts to hotel 72 hours (business day hours) prior to event Review hotel room pick-up info After conference, work with electronic services chair to post powerpoint presentations to web. March

Task Responsible Person(s) Due Date

Send thank-yous to all involved with the conference

Review final hotel bill. April

Task Responsible

Person(s) Due Date Submit annual report Forward all conference information to next year’s conference chair, including conference evaluation results. May

Task Responsible

Person(s) Due Date Make flight/travel arrangements for SASFAA Board meeting Assist in the compilation of next year’s conference budget. Organize documents, update timelines to provide to next year’s chair. June

Task Responsible

Person(s) Due Date

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Attend SASFAA transition board meeting

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2006 SASFAA Conference Update Financial Aid: Unmasked, the 2006 Conference Theme, is sure to be a hit with seasoned administrators and new aid officers alike. For all the latest conference information, please visit the conference mini site found at www.sasfaa.org under conferences. Be sure to make your hotel reservations no later than January 11th using the form provided on the mini site. You will also need to register by January 20th to avoid late fees. The conference registration is $185 for SASFAA members. The 2006 SASFAA Conference will convene on Sunday, February 12th with the New Aid Officers Workshop and the Opening Session featuring Roger Reece as the Keynote Speaker and conclude on Wednesday, February 16th with the Washington and NASFAA Updates. For a list of the interest sessions and tentative agenda, please access the conference site. In addition to the informative interest and general sessions, the Conference Committee has some Special Events planned to keep members entertained and involved. These are: The President’s Reception on Sunday, February 12th. SASFAA Bingo Night on Monday, February 13th. SASFAA Banquet on Tuesday, February 14th to celebrate Valentine’s Day. Plan to wear red, white or black semi-formal attire. School Spirit Day on Wednesday, February 15th. Wear articles of clothing representative of your school/agency. We hope to see you in Greensboro in February!

http://www.sasfaa.org/�

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SASFAA’s 43rd Annual Conference Approximately 880 people were in attendance for the 43rd Annual Conference held in Greensboro, NC, February 12-15 to unmask some of the complexities of financial aid. With over 50 concurrent sessions to choose from, a humorous keynote address by Roger Reece, the all-important federal update by Carney McCullough on recent actions by Congress, and many other activities, participants not only received a wealth of knowledge to take back to their office, but had opportunities to laugh and share with colleagues. A special thank you goes out to this year’s conference committee, who put in many hours of hard work in designing the program and coordinating the conference activities on site. They are: Shannon Cross – AL, Anna Zawisza – FL, Deborah Clark – GA, Michael Morgan – KY, Laura Diven-Brown – MS, Rose Mary Stelma – NC, Bill Whitlock – SC, Janette Overton – TN, Pat Kelly – VA, Bridget Ellis & Tolly Tollefson – Local Arrangements Co-Chairs, Janet Sain – Hotel Liaison, Gary Mann – Lender Liaison, Crusie Lucero – Diversity Chair, Keith Reeves – Vendor/Sponsor Chair, and Heather Boutell – SASFAA Treasurer. In order to continue to provide high quality programming for our members, we ask that you please complete the Conference Evaluation form located on the Conference website. In addition, you should go ahead and mark your calendars for next year’s annual conference to be held February 11-14, 2007, at the Renaissance Hotel in downtown Nashville TN. Conference Lost & Found

1. Conference Padfolio with notes and session handouts. The writer knows shorthand. Unfortunately, there is not a name or business card in the notebook; however, it appears the participant is from VIRGINIA.

2. A Gold Bracelet was found after the Tuesday evening banquet. It is a simple, ¼” wide bracelet with a rhinestone configuration on top.

Please contact Lisanne Masterson at 828/884-8287 or [email protected] in order to recover your items.

mailto:[email protected]�

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Conference Committee Although this year’s conference is several months behind us, there is always one to look forward to! The 43rd Annual Conference in Greensboro was a huge success, due in large part to the hard work of the conference committee. However, work is already underway in planning next year’s conference to be held at the Renaissance Hotel in downtown Nashville TN. Thanks to all of you who completed a conference evaluation form – this will assist next year’s committee as they begin to make final plans. Since SASFAA 2007 will be in the VOLUNTEER state – now is your chance to become involved. Although the conference committee consists of only one representative from each state, plus local arrangements and board ex-officio members, there are numerous opportunities to serve on various sub-committees or to help on site. Please complete the online Volunteer Form, or contact Michael Morgan, [email protected], if you are interested. Remember, this is YOUR annual conference. We want to ensure that your professional development needs are met, so when the “Call For Sessions” goes out on the listserv, we need to know not only what sessions you would like to see offered, but also if you are willing to present a session.


Attachment 13

SASFAA Board Meeting June 9, 2006

CONFERENCE COMMITTEE ANNUAL REPORT

The 43rd Annual SASFAA Conference was held at the Sheraton Four Seasons in Greensboro NC, February 12-15, 2006. The conference theme, “Financial Aid: Unmasked” represented how we could unmask the financial aid process for students & families, the federal regulations & interpretations for us, our offices on our own campuses, and the multitude of masks we wear personally & professionally. There were approximately 875 in attendance. The Conference Committee first met at the conference site July 24-26 to begin the planning for the conference – establishing a tentative schedule, making committee assignments, and exploring the hotel site among other tasks. We met again in Charlotte NC October 7-9, to finalize the conference format and sessions, as well as reviewing details and hotel layout. Following is a listing of the Conference Committee, stating their position and assigned duty: Alabama Representative Shannon Cross DOE Liaison Florida Representative Anna Zawisza Publicity/Signage Liaison Georgia Representative Deborah Clark Special Events Liaison Kentucky Representative Michael Morgan Evaluations/ODAA Liaison Mississippi Representative Laura Diven-Brown Publications & Printing Liaison North Carolina Representative Rose Mary Stelma General Sessions/VIP Liaison South Carolina Representative Bill Whitlock Audio-Visual Liaison Tennessee Representative Janette Overton Electronics Liaison Virginia Representative Patricia Kelly Concurrent Sessions/Moderators Liaison Janet Sain Hotel Liaison Bridget Ellis Local Arrangements Co-Chair Tolly Tollefson Local Arrangements Co-Chair Gary Mann Vendor/Sponsor Liaison Ex-Officio Members SASFAA President Guy Gibbs SASFAA Vice President Tolly Tollefson SASFAA Treasurer Heather Boutell SASFAA Vendor/Sponsor Chair Keith Reeves SASFAA Diversity Chair Cruzie Lucero In addition, there were two other SASFAA members who played a vital role in working with the Conference Committee. Special thanks is extended to Erik Melis, Electronics Services Chair and Juanita Russell, Membership Chair. The conference committee worked extremely hard to put together a conference of this quality from general session speakers, to concurrent session speakers, to entertainment – managing all of the “minor” details to perfection in order to enhance the conference experience for all of those attending. It has been a pleasure to work with them – they deserve mountains of credit! Following were the original goals set for the committee and how successful we were in meeting them: Goal # 1: The Conference Committee will create a program which includes interest sessions to accommodate all of our members, including HBCUs, Graduate/Professional Programs, Lenders/Guarantors/State Agencies, etc.

Although we did not specifically designate concurrent sessions for HBCUs, Graduate/Professional Programs, and/or Lenders/Guarantors/State Agencies, based on comments supplied on the

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conference evaluations, it appears we met member needs in terms of quality programming (i.e. sessions of interest).

Goal # 2: Exhibit fiscal responsibility by staying within the approved budget (based on estimated # of attendees)

Although conference budget is still being finalized, it appears that we will meet this goal. Goal # 3: Select a Conference Committee, representing all sectors, ethnic groups, etc., to provide active participation and new leadership opportunities for members.

The reason for selecting the committee as named above, was to provide a sense of diversity not only in institution/agency type, but years of experience, gender, race, creativity/personality, and opportunity to serve SASFAA in a high profile role (i.e. assist in leadership development). There was only one returning Conference Committee member from last year, so there were many new faces to SASFAA committees work with several seasoned SASFAA members. Although it is important to have balance and diversity, it is necessary to have a committee that will work well TOGETHER. We were successful on all accounts with this committee this year. I can honestly say that it was the most rewarding and enjoyable committees of which I have EVER been part.

A personal goal for the year was to create a “generic” conference chair handbook to outline specific details, timelines, suggestions, and basic information to be passed on from year to year. The notebook will contain sections on Generic Information (Bylaws, Policy & Procedures, Past Conference Themes, Conference Sites, etc.), Finance (budgeting, reimbursement, contracts, etc.), Conference Committee (selection, responsibilities, assignments, meetings, etc.), Conference (agenda, printing, exhibits, registration, invitations, VIPs, etc.), and Hotel (facility, food, AV, contacts, etc.). It will provide a written description as well as hard copy, diskette, and CD of sample documents. This will be supplied to next year’s chair at the Transition Board meeting in June. RECOMMENDATIONS:

In order to properly manage the Conference budget as well as providing SASFAA with a more accurate record of actual committee responsibilities & expenses, I recommend that all committee-related expenses that occur during Conference be reflected within that committee’s budget.

Submitted, Lisanne Masterson 2005-06 SASFAA Conference Chair

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SASFAA 2006 Conference Committee

Lisanne Masterson Guy Gibbs Conference Chair SASFAA President Director, Financial Aid Associate Director, Student Financial Aid Brevard College Northern Virginia CC 400 N. Broad Street Forbes Office Center Brevard NC 28712 Annandale VA 22003-3796 828/884-8287 703/323-3085 828/884-3790 (fax) 703/323-2189 (fax) [email protected] [email protected] Shannon Cross Anna Zawisza Alabama Representative Florida Representative Regional Account Manager Account Executive/Vice President AmSouth Bank Education Lending First Horizon Student Loans 33 Maplewood Square 3926 Riverside Avenue, Suite 2 Rome GA 30161 Jacksonville FL 32205 706/235-7318 904/389-0831 706/235-5781 (fax) 904/384-4328 (fax) [email protected] [email protected] Deborah Clark Michael Morgan Georgia Representative Kentucky Rep./2007 Conference Chair Director, Financial Aid District Account Executive Atlanta Technical College Edamerica 1560 Metropolitan Parkway 2927 Brigadoon Parkway Atlanta GA 30310-4446 Lexington KY 40517 404/225-4714 859/224-0726; 859-388-4364 (Cell) 404/225-4721 (fax) 859/224-0826 (fax) [email protected] [email protected] Laura Diven-Brown Rose Mary Stelma Mississippi Representative North Carolina Representative Director, Financial Aid Director, Student Financial Aid University of Mississippi East Carolina University PO Box 1848 East Fifth Street University MS 38677-1848 Greenville NC 27858 662/915-5633 252/328-6972 662/915-1164 (fax) 252/328-4347 (fax) [email protected] [email protected]









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Bill Whitlock Janette Overton South Carolina Representative Tennessee Representative Director, Financial Aid Director, Financial Aid Central Carolina Technical College Johnson Bible College 506 N. Guignard Drive 7900 Johnson Drive Sumter SC 29150-2468 Knoxville TN 37998 803/778-6668 865/251-2292 803/778-6697 (fax) 865/251-2337 (fax) [email protected] [email protected] Patricia Kelly Janet Sain Virginia Representative Hotel Liaison Associate Director, Financial Aid Vice Provost College of William & Mary ECPI College of Technology PO Box 8795 716 Hampton Way Dr Williamsburg VA 23187-8795 Winston Salem, NC 27107 757/221-1962 336-253-9618 cell 757/221-2515 (fax) 413-376-2850 (fax) [email protected] [email protected] Bridget Ellis Tolly Tollefson Local Arrangements Co-Chair Local Arr. Co-Chair, SASFAA VP Vice President Director, Financial Aid College Loan Corporation University of NC at Greensboro 2302-E West Nash Street PO Box 26170 Wilson NC 27896 Greensboro NC 27402-6170 252/206-4900 336/334-4229 252/206-4971 (fax) 336/334-3010 (fax) [email protected] [email protected] Gary Mann Heather Boutell Lender Liaison SASFAA Treasurer Campus Director Director, Financial Aid SunTrust/Nelnet Bellarmine University 845 Highland Terrrace NE 2001 Newburg Road Atlanta GA 30306 Louisville KY 40205 404/874-3460 502/452-8404 404/874-3836 (fax) 502/452-8002 (fax) [email protected] [email protected]









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Keith Reeves Crusie Lucero SASFAA Vendor/Sponsor Chair SASFAA Diversity Chair Associate Director, Financial Aid Director, Financial Aid Clemson University Northeast State Technical CC G-01 Sikes Hall, Box 345123 PO Box 246 Clemson SC 29634 Blountville TN 37617-0246 864/656-5085 423/323-0233 864/656-1831 (fax) 423/323-0232 (fax) [email protected] [email protected]



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Conference Committee Cell #s Lisanne 828-506-5447 Guy 703-869-1391 Janet 336-287-7438 Heather 502-548-1963 Shannon 706-512-1706 Anna 904-588-3385 Deborah 678-643-7565 Michael 859-388-4364 Laura 662-816-0635 Rose Mary 252-341-0133 Bill 843-687-2741 Janette 865-207-7209 Pat 757-784-4915 Bridget 252-205-0261 Tolly 336-707-0570 Gary 404-408-6316 Keith 864-901-4171 Crusie 423-676-1579 Conference Committee Cell #s Lisanne 828-506-5447 Guy 703-869-1391 Janet 336-287-7438 Heather 502-548-1963 Shannon 706-512-1706 Anna 904-588-3385 Deborah 678-643-7565 Michael 859-388-4364 Laura 662-816-0635 Rose Mary 252-341-0133 Bill 843-687-2741 Janette 865-207-7209 Pat 757-784-4915 Bridget 252-205-0261 Tolly 336-707-0570 Gary 404-408-6316 Keith 864-901-4171 Crusie 423-676-1579 Conference Committee Cell #s Lisanne 828-506-5447 Guy 703-869-1391 Janet 336-287-7438 Heather 502-548-1963 Shannon 706-512-1706 Anna 904-588-3385 Deborah 678-643-7565 Michael 859-388-4364 Laura 662-816-0635 Rose Mary 252-341-0133 Bill 843-687-2741 Janette 865-207-7209 Pat 757-784-4915 Bridget 252-205-0261 Tolly 336-707-0570 Gary 404-408-6316 Keith 864-901-4171 Crusie 423-676-1579

Conference Committee Cell #s Lisanne 828-506-5447 Guy 703-869-1391 Janet 336-287-7438 Heather 502-548-1963 Shannon 706-512-1706 Anna 904-588-3385 Deborah 678-643-7565 Michael 859-388-4364 Laura 662-816-0635 Rose Mary 252-341-0133 Bill 843-687-2741 Janette 865-207-7209 Pat 757-784-4915 Bridget 252-205-0261 Tolly 336-707-0570 Gary 404-408-6316 Keith 864-901-4171 Crusie 423-676-1579 Conference Committee Cell #s Lisanne 828-506-5447 Guy 703-869-1391 Janet 336-287-7438 Heather 502-548-1963 Shannon 706-512-1706 Anna 904-588-3385 Deborah 678-643-7565 Michael 859-388-4364 Laura 662-816-0635 Rose Mary 252-341-0133 Bill 843-687-2741 Janette 865-207-7209 Pat 757-784-4915 Bridget 252-205-0261 Tolly 336-707-0570 Gary 404-408-6316 Keith 864-901-4171 Crusie 423-676-1579 Conference Committee Cell #s Lisanne 828-506-5447 Guy 703-869-1391 Janet 336-287-7438 Heather 502-548-1963 Shannon 706-512-1706 Anna 904-588-3385 Deborah 678-643-7565 Michael 859-388-4364 Laura 662-816-0635 Rose Mary 252-341-0133 Bill 843-687-2741 Janette 865-207-7209 Pat 757-784-4915 Bridget 252-205-0261 Tolly 336-707-0570 Gary 404-408-6316 Keith 864-901-4171 Crusie 423-676-1579

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SASFAA Conference Committee Tasks

Audio-Visual Liaison Coordinate the AV needs for all general and concurrent sessions. Will work with Hotel Liaison, General Session Liaison, and Concurrent Session Liaison.

Local Arrangements Co-Chairs

Coordinate hotel information, local transportation, pre-conference activities, charity, hospitality, commuters…..

Publicity/Signage Liaison

Coordinate marketing and PR information to membership, signage at conference, website information, bulletin boards, etc.

Concurrent Sessions/Moderators Liaison

Coordinate overall concurrent session activities, working with all other committee members. Select moderators. Work with AV Liaison, SASFAA Diversity Chair, SASFAA Vice President.

General Sessions/VIP Liaison

Coordinate moderators, content, logistics, etc. for the general sessions. Select gifts and assign a “shadow” to special guests. Work with Hotel Liaison, Local Arrangements (transportation), and SASFAA Diversity Chair.

Special Events Liaison

Coordinate logistics, theme, decorations, etc. for the President’s Reception, First Time Attendees Reception, Banquet, and other “Fun” Activities. Work with Hotel Liaison, Local Arrangements (entertainment).

Electronics Liaison

PC Lab - Coordinate setup and staffing of the PC Lab for the duration of the conference. Work with Hotel Liaison and Local Arrangements. Technology Lab -Coordinate the “hands-on” technology lab, including sessions, moderators, content. Work with Hotel Liaison and Local Arrangements. Voting – Coordinate setup of voting area. Work with SASFAA Immediate Past President and Hotel Liaison

Hotel Liaison

Coordinate all arrangements with the hotel in regard to meeting space, setup, meals, hotel AV, reservations for SASFAA board/conference committee/special guests. Work with all committee liaisons.

Publications & Printing Liaison

Coordinate all printed pieces, including any pre-conference mailings, the printed conference program, pocket agenda and special invitations. Work with Hotel Liaison, Local Arrangements Co-Chairs, and Session Coordinators.

Evaluations Liaison

Review prior year evaluations and develop web-based evaluation form. Work with Conference Chair on overall programming.

Department of Education Liaison (if participating)

Coordinate the involvement of all federal presenters and DOE sessions. Work with Session Liaisons, Electronics Liaison and Audio-Visual Liaison.

2006 SASFAA Conference Master Schedule Attachment 17 6/6/2006

10/4/2010 1

Date/Time Activity Room Name Room Setup AV Food Who? Thursday, Feb. 9 Morning Office/HQ Setup Carolina Skirted tables

around the perimeter of the room except on one wall where we can place copier. 6 chairs.

Need 7 keys made, change lock. Janet, Lisanne, Keith, Heather, Tolly, Bridget, Bill. Coat rack.

None

Early Afternoon Arrivals Guy, Lisanne, Janet, Michael, Heather, Juanita, Bridget, Keith

2:00pm-4:00pm Pre-Con Mtg. w/ Hotel

St. Andrew’s Get SASFAA banner to Janice to be hung in Guilford B for Opening session on Sunday

Guy, Lisanne, Janet, Michael

4:00pm-5:00pm SASFAA Pre-Conference Strategy Meeting

President’s Suite none none None Lisanne, Janet, Michael, Bridget, Tolly, Heather, Juanita, Keith

Evening Dinner President’s suite none Boom box we will bring

Pizza All In

No Specified Time Hospitality Supplies for President’s Suite

none none Vendor Discretion USA Funds & National Education


10/4/2010 2

Date/Time Activity Room Name Room Setup AV Food Who? Friday, Feb. 10 Morning Registration/Storage Reg. Desk 5 & 6 2 bar stools at each

desk. Large corked message board outside each desk, one easel, internet connection and phone line for credit card machine at one desk. Need to make sure the phone line is an ANALOG line and do we need to dial 9 first to get an outside line? 2 key-Heather and Juanita

None Janet, Lisanne

All Day Conference HQ Setup

Carolina same Copier is being delivered at 9am by Copier Source. Rich Reed is contact. 271-3040. easel.

1 gal coffee, 1/2 gal decaf, 1 litre OJ, 15 sodas, 15 Dasani (refresh soda & water only after 10am)

Local Arrangements

10:45am-1:00pm Local Arr. Mtg. Packet Stuffing

Biltmore 6 Skirted Tables in 2 Rows in Center of Room. About 30 chairs around the perimeter so folks can eat lunch.

Easel. We will bring our own boom box to play background music. Need 2 keys made-Janet/Erik-NCSEAA IT person

Boxed Lunches (L-12): 8 Ham, 8 Roast Beef; 8 Grilled Chix, 8 Turkey. Pasta Salad, Dessert. Sub sodas for ice teas (Janice-add chips in bowl?)

Local Arrangements – Bridget & Tolly to coordinate

Early Afternoon Remainder of Conf. Comm. Arrives

Individual Rooms Shannon, Anna, Deborah, Laura, Rose Mary, Bill, Janette, Pat, Gary, Crusie

12:00Noon-5:00pm Set Up Hospitality President’s Suite none Easel for Sign Vendor Discretion 2:00pm-5:00pm Conference Comm.

Meeting Old North Add 5 chairs easel 15 Water, 1 doz

Cookies, 1 doz Conference Committee


10/4/2010 3

Brownies, 15 Sodas

3:00pm-5:00pm Executive Council Meeting

Morehead Hollowed square for 15

easel 1 and 1/2 doz Cookies, 20 Sodas, 20 Water

Elected Officers

5:00pm-6:30pm & 9:00pm - ?

Hospitality President’s Suite none Easel, Music(use Boom box from Biltmore)

Vendor Discretion USA Funds & National Education

6:00pm - ????. NCASFAA Hospitality set-up

Arrowhead 2 skirted tables against each wall on the left and right. Leave wall in between counters empty. Add several skirted rounds with chairs in the middle.

Easel. Coat rack-if the weather is really cold, we may need 2 need 2 keys made-Dana/conf hdqtrs

none Dana Kelly and NCASFAA

6:30pm – 9:00pm Board/Conf. Comm. Dinner

Lone Star Banquet room on High Point Road. Less than one mile from hotel.

none none EdSouth/EdAmerica will host us at Lone Star. We will need to car pool and ask for the possibility of a shuttle van from hotel.

SASFAA Board & Conference Comm


10/4/2010 4

Date/Time Activity Room Name Room Setup AV Food Who? Saturday, Feb. 11 Morning Registration/Storage Registration 5 & 6 same same none Janet, Lisanne 8:00am-5:00pm NCASFAA

Hospitality Arrowhead same Same. Add popcorn

machine except for Monday night when we will need it for BINGO night in Imperial.

They will order what they want and be put on their own master bill separate from SASFAA

Dana Kelly and NCASFAA

8:00am—5:00pm Conference HQ Open

Carolina same same 1 gal coffee, 1/2 gal decaf, 1 litre OJ, 15 sodas, 15 Dasani(refresh soda & water only after 10am)

Local Arrangements

8:00am-5:00pm Executive Board Meeting

Edinburgh Conference table none 2 gal reg, 1 gal decaf Coffee, 10 Hot Tea, 4 litres of Fruit Juice, 30 Sodas, 30 Water. 1 and ½ doz cinnamon pecan rolls, Assorted Muffins, 2 doz English Muffin W/ Egg, Cheese & Canadian Bacon. 2 doz Baja Wrap. ½ Tray Fruit. 10 yogurts and 10 cereals. PM Break: 2 doz Cookies, 15 Ice Cream Bars

Board

9:30am-10:30am Conference Comm breakfast

Old North Conference table none 1 gal cof, ½ gal decaf, 5 bags of tea, 2 litres of juice, 15 sodas, 15

Conference Comm


10/4/2010 5

waters, 1 muffins, ½ doz donuts, ½ doz Baja, ½ doz croissant, 6 yogurts, 6 cereals No PM break for them

12:00Noon-1:00pm make sure we get lunches to registration desks (4?)

Executive Bd Pebble Beach Rounds for approximately 35

easel Soup & Roll-Up Bar. Choice of Grilled Chix, Roast Beef & Smoked Ham Roll-Ups + Black Bean Soup, Dessert, Coffee & Tea

Board-33 plus 2 at reg desks?

Afternoon Airport Welcome Local Arrangements

1:00pm-5:00pm Early Registration Registration 5 & 6 same same none Heather, Juanita, Local Arrangements

Late Afternoon PC Lab Setup Biltmore Only need 8 Skirted tables around perimeter of walls. 8 chairs. Drapery and voting tables will be added by Hollins at 4 of the stations on the A side of the room for voting privacy.

Internet connection for 12 pc’s. Rush Computer Rentals. Koddie Lester is contact. 800-436-8318, x23. [email protected]

None Keith, Bill, and Janet, Erik

Late Afternoon NAOW PC set up Auditorium III Add skirted table near stage for handouts

Internet connection for 25 pc’s. Rush Computer Rentals. Koddie Lester is contact. 800-436-8318, x23. [email protected] Either floor podium with mike or tabletop podium with mike. Plus use of

None Keith, Tolly, Bill-set up the LCD and laptop, Rick Johnson from NSLP



10/4/2010 6

screen. We will bring in our own LCD and laptop.

6:00pm - ???? Exhibit Drayage Set up

Guilford DEFG Per diagram. If booth 703 ends up being used by a paying vendor, then we will need a skirted table added somewhere close to the SLMA booth (need to get from Keith) for photos

Hollins Expo Services Erin Lohrman, contact 315-5225 Need final count from Keith -74? Need them to do pipe and drapery for the state banners in Guilford B on either side of stage and hang banners for us. Get state banners to them ASAP.

None Keith, Janet, Gary

6:30pm-8:00pm President’s Appreciation Reception

Blue Ashe Skirted rounds and chairs for about 70.

Either floor podium with mike or tabletop podium with mike. Music on until Guy starts to speak and hand out gifts. Easel. Several skirted tables for gifts.

Cajun Stations: Chix, Shrimp & Andouille Sausage Creole W/ Rice, Catfish Fingers w/ Spicy Remoulade; Mardi Gras Chix Tenders W/ Blue Cheese & Ranch Dips; Baton Rouge Meatballs, Dirty Rice; Spicy Hot Spinach & Crab Dip Served W/ Potato Skins & Bread Sticks. Carved Steamship Round. Fruit Tray- whole with Chocolate Fondue. ½ Veggie Tray,; Cheese Tray, half. Sodas, Beer, Wine

Exec. Bd(33); Conf. Comm.(12); Prof. Dev(9).; P-E Trng(5), main local arrangement folks(10)

8:00pm - ? Hospitality President’s Suite none None. easel Vendor Discretion USA Funds & National Education


10/4/2010 7

Date/Time Activity Room Name Room Setup AV Food Who? Sunday, Feb. 12 All Day Airport Welcome Local Arrangements 8:00am—5:00pm Conference HQ

Open Carolina same Same, easel 1 gal reg, ½ gal

decaf Coffee, 15 Sodas, 15 Water, 1 doz Donuts

Local Arrangements

8:00am- 4:00pm New Aid Officers Meeting

Auditorium III same Same, easel BB-2 with Country Ham, ½ Fruit Tray, 20 Yogurts, 25 Sodas, 25 Water PM Break: 50 Ice Cream Bars

Tolly/Chip, Rick-PC’s

8:00am-3:00pm State Presidents-elect Workshop

Old North Conference table Separate Skirted Table for handouts. easel

I gal reg, ½ gal decaf Coffee, 1 litre of OJ, 1 and ½ cinnamon pecan rolls, Croissants W/ Egg, Cheese & Ham; ¼ Fruit Tray, 10 yogurts and 10 cereals. 15 sodas, 15 waters

Brent/Susan, Mary G, Bill S, Dave G

8:00am-5:00pm

NCASFAA Hospitality

Arrowhead same same Selections by NCASFAA

Dana Kelly and NCASFAA

8:00am-12:00Noon Vendor Setup Guilford DEFG same Floor mike near entrance, near light controls so we can dim at closing times to get folks out, easels at entrances

3 gal reg and 2 gals decaf Coffee, 20 tea bags, OJ and Apple Fruit Juices, 50 Sodas, 50 Water. Replenish at 10am

Keith, Gary

9:00am-4:45pm Conference Registration

Registration 5 & 6 same same None Heather, Juanita and local arrangements

9:00am-5:00pm Computer Lab Biltmore same Same, easel None Keith, Janet , Erik 12:00Noon-1:00pm make sure we get lunches to

NAO (70) & State Presidents-elect (8)Luncheon. Plus

Victoria BC Skirted rounds and chairs for 100

Stand-up Podium & Microphone. easel

L-12. Chef Salad; Rolls, Desserts. Coffee, Tea. Use

Lisanne, Tolly, Brent


10/4/2010 8

registration (4?) instructors for both (14)

Honey Balsamic and Bacon Ranch as dressing choices

1:00pm-3:00pm Long Range Planning Meeting

Heritage AB Skirted Crescents for 45

Stand-up podium and mike

20 Water, 20 sodas, 1½ doz cookies and 1½ doz brownies

Carol Mowbray

1:00pm-3:00pm Bylaws/P&P Review

Cardinal Conference table for 10

none 10 Water, 10 sodas, 1 doz cookies

Sandy Neel

1:00pm-4:45pm Vendor Area Open Guilford DEFG same same Replenish water and sodas at 2pm

Keith, Gary

1:00pm-4:45pm Charity Set up Guilford DEFG foyer area

4 skirted tables near pole with power outlets

TV/DVD combo for video showing-Janet will bring hers from home.

None Casey

1:30pm-???? President Reception Decoration

Club Fifth Season none SASFAA will provide own balloons and masks.

none Deborah

3:00pm-3:30pm Candidate Mtg & Rehearsal

Guilford B Have floor podium with light and mike ready for candidates practice speeches

Water urns in back Janet

5:00pm-7:00pm Opening Session Colors – NCA&T Bagpiper Natl Anthem Mime Presentation Welcome – Dana Kelly Intro. Keynote – Rose Mary Stelma Keynote: Roger Reece

Guilford B Theater style for 800-1000 Head table on stage for 10 or 12? Need SASFAA banner hung up on stage. May need riser area up front for mimes. They are supposed to contact Janice for site visit and let us know equipment needs. (Janice, have you talked to them yet?) They are setting up a small riser 12 X 6 with 2 chairs for the

Wireless Floor Microphone or Bridget and one on piano. Lavaliere for keynote speaker Spotlight – Mimes, need amplifier to plug in keyboard. Two Screens; LCD and Laptop for PowerPoint. Floor podium with mike and light for candidate speeches Deb plans some sort of Powerpoint thing. Will get you CD they are burning. ROTC -we will

Water urns in back Lisanne/Guy, Deborah, Jane Kamiab, Bridget,


10/4/2010 9

mimes need US and NC flags and stands. Easels at entrances.

7:00pm-8:30pm President’s Reception

Club Fifth Season None Jazz Trio. Will need access to stage and maybe sound system and mixer. Will check what else they may need. Maybe just chairs. (Lisanne, do they need anything special?) Easel.

2 Steamship Round; 6 Creole Crab Dip; 11Crab Cakes; 11 Chicken Tenders; 11 Bourbon Street Meatballs; 11 Andouille Sausage Puffs; 11 Stuffed Mushrooms, 3 full Fruit Trays; 2 full Veggie Trays; 3 full Cheese Trays. 200 Sodas, 2 gals Punch, Cash Bar. Vendors can use drink tickets or credit cards at bar.

Lisanne/Guy

8:30pm-Until Dance/Relax Club Fifth Season None Club DJ CLC was given the ok to use their cups and napkins. Please do not put them out until 8:30pm. They will also want 100 assorted sodas to let folks have. They will put on their credit card.

Bridget and CLC


10/4/2010 10

Date/Time Activity Room Name Room Setup AV Food Who? Monday, Feb. 13 8:00am—5:00pm Conference HQ

Open Carolina same same 1 gal reg, ½ gal

decaf Coffee, 15 Sodas, 15 Water replenish at noon, and 2pm

Local Arrangements

8:00am-5:00pm Conference Registration

Registration 5 & 6 same same none Heather and Juanita, local arrangements

8:00am-5:00pm

NCASFAA Hospitality

Arrowhead same same same Dana and NCASFAA

8:00am-5:00pm Charity Guilford DEFG Foyer area

same same same Casey

8:00am-11:30am Vendor Area Open Guilford DEFG Cocktail rounds, other rounds, chairs for breakfast and daily use

same See below Keith, Janet, Gary

8:00am-8:45am Continental Breakfast

Guilford DEFG Many stations for food, drinks spread around the ballroom

Same, easels at entrances

10 gal reg, 5 gal decaf Coffee, 8 gals Juice Urns, 75 Hot Tea; 10 doz Fruit Turnovers; 10 doz Assorted Muffins, 30 doz Croissants W/ Egg, Ham & Cheese; 3 Fruit Tray, full; 100 Yogurts; 10 doz Croissants, plain

Janet

8:00am-8:45am Continental Breakfast – NAO & 1st Timers

Colony A Skirted rounds for about 75

Floor podium with mike, easel

BB-3, Fruit Juices; Bacon or Sausage Biscuits; Assorted Danish, Muffins, Bagels. Coffee, Hot Tea

Lisanne, Guy

8:00am-8:45am USAF Hosting Breakfast for 75

Colony BC Skirted rounds for 75 USAF to order. They order. USAF-own bill


10/4/2010 11

8:00am-4:30pm Polls Open Biltmore same Same none Janet 8:00am-5:00pm Computer Lab Biltmore same Same, easel None Keith, Erik 9:00am-10:00am Session

All room setups will be the same Mon/Tue on these sessions

Auditorium II Communicating with a Diverse Student Population. Skirted table with tabletop podium mike.

We will provide LCD, laptop. We will need AV cart, easel(all these are for signage outside door)

Water urns Dr. Selena Cozart, Michael O’Grady, Michael Tapscott

Session Auditorium III Financial Aid @ Midnight – Helping Students Help Themselves Skirted table with tabletop podium mike.

We will provide LCD, laptop We will need AV cart, easel

Water urns Ruthanne Patz, Lois Williams

Session Auditorium IV Reauthorization: It’s Heeere Again! Skirted table with tabletop podium mike.


Water urns Kathleen Smith

Session Tidewater Whale Done! Skirted table with tabletop podium mike. Theater style

We will provide LCD, laptop We will need AV cart, easel. Add extra easel with paper and markers for today only.

Water urns Darron Grussendorf

Session Blue Ashe R2T4 Skirted table with tabletop podium mike. Theater style

We will provide LCD, laptop We will need AV cart

Water urns Dan Klock, Jamie Malone

Session Augusta NSLDS: Data Conflict Resolution Skirted table with tabletop podium mike. Theater style


Water urns Ron Bennett, Jim Yoder

Session Grandover East Serving Our Customers…When They Are a Bit Too Much


Water urns Dave Bowman


10/4/2010 12

Skirted table with tabletop podium mike. Theater style

Session Grandover West Ethics in Financial Aid Skirted table with tabletop podium mike. Theater style


Water urns Dave Cecil, Susan Little, Barry Simmons

Session Pebble Beach Veterans Categories Unmasked Skirted table with tabletop podium mike. Classroom style

We will provide LCD, laptop We will need AV cart. Easel.

Water urns Jill Rayner

10:00am-10:30am Break Guilford DEFG same Same 5 gals reg and 2 gals decaf Coffee, 300 Sodas, 300 Water,

Janet

10:30am-11:30am Session Auditorium II What Happens When…Teaching the Academic Community About Financial Aid

Same Water urns Jane Kamiab, Bettie Westbrook

Session Auditorium III NSLDS: How To Use It More Effectively

Same Water urns Ron Bennett, Jim Yoder

Session Auditorium IV Top 10 Compliance Issues/Hot Topics

Same Water urns Greg Martin

Session Tidewater Creating & Submitting an Annual Report

Same Water urns Joey Derrick, Anthony Gurley

Session Blue Ashe The Economic Outlook for Higher Education

Same Water urns Mike Hawkes Bringing LCD & Laptop for us to use entire conference

Session Augusta Literacy: What Your Students Should Know

Same Water urns Brad Barnett

Session Grandover East The Multi- Same Water urns LeeAnn Rohmann


10/4/2010 13

Generational Workplace

LCD (bringing own laptop)

Session Grandover West IRS Filing Requirements: What FAAs are Required To Know

Same Water urns Kochie Richardson

Session Pebble Beach Hand Calculations: Part I

Same Water urns Leonard Gude

11:45am-1:00pm Luncheon-make sure we get lunch to registration (4?) and 4 to those in voting Biltmore.

Imperial Ballroom Skirted rounds with chairs for about 600. Need head table on stage for 10. tabletop podium with mike. Need 2 tables up front with reserved signs on them for guests.

DVD/Video. Need screen, mixer, LCD, Easels at entrance.

LH-26 Chicken Parmesan, Salad, Linguine, Veggie, Rolls, Dessert. Coffee, Tea

Charity-Casey

1:30pm-3:00pm General Session: Federal Update

Guilford B Carney McCullough LCD, Laptop(?), 2 Wireless Floor Microphones in center aisles, screens

Water urns Rosemary

3:00pm-3:30pm Break Guilford DEFG 15 doz Cookies, 15 doz Brownies, 4 doz Nutritional Bars, 200 sodas, 200 waters

3:30pm-4:30pm Session Auditorium II Default Aversion/Prevention; Mapping Your Cohort Default Rate

Same Joe Braxton, Kathleen Caldwell, Kathy Odom

Session Auditorium III Putting a New Mask on Your Policy & Procedures Manuel

Same David Haygood, Jane Pennington

Session Auditorium IV New Bankruptcy Laws & Disability

Same Greg Martin

Session Tidewater Scholarship Panel Discussion

Same Mike Reynolds, Elaine Stuckman

Session Blue Ashe Managing Conflicting

Same Jamie Malone


10/4/2010 14

Information Session Augusta Analyzing Financial

Aid Data: Making Sense From a Mountain of Data

Same Yvonne Hubbard

Session Grandover East New Citizenship Issues: Undocumented Parents and Similar Situations

Same Anthony Jones, Ginger Klock

Session Grandover West The Diversity Map

Same Ben Carey

Session Pebble Beach The Journey to Building Diversity as a Company’s Best Practice

Same Colletta Bryce

5:00pm-6:30pm Virginia & Vendor Appreciation Reception

President’s Suite none Easel. Our own boom box for music.

4 Spiced Shrimp; 3 Mushrooms W/ Crab; 2 Honey Chix Tenders; 3 Hawaiian Meatballs; ½ Veggie Tray; 1 full Cheese Tray; 1 full Fruit Tray W/ Choc. Fondue. Large tub of ice.

Elected SASFAA Officers - Bartenders

5:00pm-6:15pm Retirement Reception for JoAnn Carreras

Victoria Ballroom (SunTrust Sponsored)

Whatever they ordered.

They need to order. They need to order. Suntrust-Laura Powell

9:00pm-11:00pm BINGO Imperial B Skirted rounds and chairs for 100. Head table, skirted on riser or stage. Skirted table next to riser for gifts.

Microphone for Caller

Popcorn Machine w/ 10lbs of popcorn; 5lbs of Pretzels. 100 Sodas, 100 Water

John Beard - caller


10/4/2010 15

Date/Time Activity Room Name Room Setup AV Food Who? Tuesday, Feb. 14 Valentine’s Day 7:30am-9:00am CFS breakfast Bear Creek Conference for 12 They will order and

be on separate bill They will order and be on a separate bill

CFS-Sue Anderson, Marvin Ragland, Ahmad Shahid

8:00am—5:00pm Conference HQ Open

Carolina Same Same 1 gal reg, ½ gal decaf Coffee, 15 Sodas, 15 Water replenish at noon, and 2pm

Local Arrangements

8:00am-11:30am Conference Registration

Registration 5 & 6 Same Same None Heather, Juanita, local arrangement

8:00am-5:00pm Charity Guilford DEFG Foyer area

same same None Casey

8:00am-10:15am Vendor Area Open Guilford DEFG Same Same See below Keith, Gary, Janet 8:00am-8:45am Continental

Breakfast Guilford DEFG Same Same 10 doz Assorted

Danish, 15 doz Banana Nut Bread; 25 doz Egg/Cheese & Canadian Bacon Engl. Muffin; 15 doz Sausage Biscuits; 3 full fruit trays, 100 Yogurts; 50 Cereals. 10 gals reg and 5 gals decaf Coffee, 75 Hot Tea, 8 gals Juices

Janet

8:00am-5:00pm

NCASFAA Hospitality

Arrowhead Same Same Whatever they order.

Dana, NCASFAA

8:00am-3:00pm Polls Open Biltmore Same Same None Janet 8:00am-5:00pm Computer Lab Biltmore Same Same None Keith, Erik 9:00am-10:00am Session Auditorium II Guerilla Activism –

Program Development to Enhance Diversity

Same Same Barry Simmons

Session Auditorium III Developing a Same Same Dave Gruen, David


10/4/2010 16

Preferred Lender Liaison: The NASFAA Monograph

Mohning

Session Auditorium IV Resolving C Codes Same Same Greg Martin Session Tidewater Identity Theft: How

It’s Done and How To Prevent It

Same Same Steve Blake

Session Blue Ashe Hidden Income – Looking Beyond AGI

Same Same David Gelinas, Mike Szydlowski

Session Augusta 101 Ways to Keep PEPP In Your Step

Same Same Lisa Simms-Thomas

Session Grandover East Expecting the Unexpected

Same Same Anthony Jones, Dewey Knight

Session Grandover West Unmasking Personal Prejudices & Biases in Professional Judgment

Same Same Brad Barnett, Anthony Bowles, Marilyn James

Session Pebble Beach Increasing Financial Aid Visibility and Impact on Campus

Same Same David Bledsoe, Lisa Mitchem, Karen Smith

10:00am-10:30am Break Guilford DEFG same Same 5 gals reg and 2 gals decaf Coffee, 300 Sodas, 300 Water

10:30am-11:30am General Session Stephen Bargatze

Guilford B Head table for 4 with table top podium and mike

Sound System – 1 input for music & 1 for two mic. Needs 2 separate XLR inputs not wireless. Doesn’t need mixer he says. (bringing own table & microphone, easels at entrances

Water urns in back Crusie

11:30am-1:30pm Lunch On Your Own

11:45am-1:15pm Professional Advancement

Colony C Skirted rounds for 15

easel LH-34 Country Steak W/ Onion

Tolly Tollefson


10/4/2010 17

Committee Lunch Gravy; Salad; Veggie; Starch; Rolls; Dessert. Coffee, Tea

11:45am-1:15pm 2 lunches need to be taken to Voting in Biltmore.

Pathway to Leadership Luncheon Zeb Davenport

Guilford C Skirted rounds for 150. small head table for 4. 1 reserved table up front for committee

Small head table with tabletop podium and mike. Lavaliere mike for speaker. AV cart. Screen. Use our laptop and LCD from one of the sessions. easel

L-12 Turkey Croissant, Sides, Dessert. Coffee, Tea

Crusie Lucero & Diversity Committee. Bill-get laptop and LCD set up.

11:45am-1:15pm Legislative Committee Lunch

Torrey Pines Skirted rounds for 10.

Easel L-34 Country Steak W/ Onion Gravy; Salad; Veggie; Starch; Rolls; Dessert. Coffee, Tea

Bill Spiers

11:45am-1:15pm SASFAA Past Presidents’ Lunch

St. Andrews Conference Table for 15-18

Easel LH-34 Country Steak W/ Onion Gravy; Salad; Veggie; Starch; Rolls; Dessert. Coffee, Tea

Lisanne

11:45am-1:15pm Sponsored Lunch (Citibank)

Guilford A Get from Citibank Get from them? 100 they chose. Citibank-own bill

1:30pm-3:45pm Vendor Area Open Guilford DEFG same same same Keith 1:30pm-4:30pm Guide to Financial

Mgmt Review Committee Meeting

Old North Conference table none 10 water, 10 sodas, 1 doz cookies

Heather Boutell

1:30pm-2:30pm Session Auditorium II Best Practices Roundtable

same Same Bruce Cabiness, Coe Ann Green, Dana Kelly

Session Auditorium III Web Links That Will Help Un-Mask Your Daily Headaches

Same Same Sandy Neel, Rick Wilson

Session Auditorium IV COD and the New Advance System

same Same Jamie Malone, Greg Martin


10/4/2010 18

Session Tidewater Default Profiling same Same Matt Steiner Session Blue Ashe Successful Work

Study Programs same Same Nancy Melton

Session Augusta Unmasking the Enrolling Manager Behind Every Financial Aid Professional

same Same John Dysart, Joretta Nelson, Tony Carter

Session Grandover East Consolidation Update

Same same Steve Brooks

Session Grandover West How Understanding Difference Makes a Difference

same Same Zebulun Davenport

2:30pm-3:00pm Break Guilford DEFG same same 400 Ice Cream Bars, 200 Sodas, 200 Water

Janet

3:00pm-4:00pm Session Auditorium II Diversity: A Mosaic of Possibilities

same Same Patricia Woods

Session Auditorium III Situational Leadership

Same same Kim Jenerette

Session Auditorium IV Verification: In-depth Tax Analysis

Same Same David Gelinas, Kalynn Wilczynski

Session Tidewater Peer Counseling Program

Same Same Brad Barnett

Session Blue Ashe Unmasking the Courses Eligible for Enrollment Determination

Same Same Bill Spiers, Anthony Jones

Session Augusta Wise Up To Alternative Loans

Same Same Michele Gralak, Gary Spoales

Session Grandover East College Goal Sunday

Same Same Marcia Weston, Darolyn Porter

Session Grandover West How To Survive a Program Review

Same Same Ruth Angle, Bruce Blackmon, Wanda White

Session Pebble Beach Hand Calculations: Part II

Same Same Leonard Gude

3:45pm Vendor Breakdown Keith 4:15pm-5:00pm AASFAA Augusta same same Same Buddy Jackson


10/4/2010 19

FASFAA Auditorium IV Same Same Same Ruth Strum GASFAA Auditorium III Same Same Same Freida Jones KASFAA Grandover East Same Same Same Shelley Park MASFAA Pebble Beach Same Same Same Soraya Weldon NCASFAA Blue Ashe Same Same Same Dana Kelly SCASFAA Tidewater Same Same Same Nancy Garmouth TASFAA Auditorium II Same Same Same Forrest Stuart VASFAA Grandover West same same Same Brad Barnett 6:00pm-7:00pm Social Hour Guilford C Cocktail rounds Piped in music.

Easels at entrances. Sodas, Bar –Munchies-such as chips, pretzels, peanuts? cash bar set up. SASFAA will pay for Sodas and food. Vendors can use drink tickets.

7:00pm-9:00pm Banquet & Awards Guilford A & B Head (8) & Sub-Head Tables (9). Tabletop podium with light and mike on main head table. Need 4 tables up front with reserved signs on them for guests.

Video Montage; Main Screen & Side Screen. Easel. LCD, Laptop, mixer? Phantom of the Opera CD. Decorations to be done by us except for one black napkin placed in center of each table and mirror. Use red napkins and white tablecloths. We will also bring in floral arrangement for head table

DH-14 Petite Filet & Stuffed Shrimp; Veggie; Starch; Salad; Rolls; Dessert. Coffee, Tea. Cash bar will stay open.

Guy, Janet, Lisanne, Deborah

9:00pm-1:00am Dance Guilford A & B Easel Whatever band needs for set-up. Cash bar stays open.

Embers


10/4/2010 20

Date/Time Activity Room Name Room Setup AV Food Who? Wednesday, Feb.15 School Spirit Day 8:00am-3:00pm Conference HQ

Open Carolina same Same 1 gal reg, ½ gal of

decaf Coffee, 10 Sodas, 10 Water

Local Arrangements

9:00am-11:30am Breakfast & Closing Session NASFAA Update Washington Update

Guilford B Skirted rounds for 400. Small head table for 4. Serve breakfast and until told to cut off probably at 9:30. then 1 or 2 servers to do coffee and that is it.

Tabletop podium with mike. Easels at entrances

B-7 Fresh Berry Cup W/ Vanilla Yogurt; Stuffed French Toast W/ Ham & Provolone. Country Potatoes; Bacon. Coffee, Hot Tea, OJ Juice

Guy, Brent

12:00Noon-1:30pm Conference Committee Transitional Lunch

Morehead Hollowed square for 20

Easel L-3 Grilled Chix Caesar Salad; Rolls; Dessert. Coffee, Tea

Outgoing Conf. Comm. & Incoming Conf. Comm.

Attachment 19

Moderator Guidelines Sheraton Four Seasons, Greensboro, NC February 12-15, 2006 Prior to the conference… 1. Confirm the format of the session with your presenter(s), the order of presentations, and time frame for each speaker and the preferred procedure for handling questions. 2. Ensure that each presenter has a well-developed and organized presentation consistent with the description in the conference program. 3. Be certain that you receive the biographical information from your SASFAA session coordinator. At the conference…

1. Please arrive at the assigned session room 10 minutes before the start of the

session. 2. Prior to the start of the session, please check the following:

● Heat/Air levels – notify your hallway monitor of any problems. ● Set clean glasses and water on the presenter table, if necessary. ● Set the appropriate number of chairs at the presenter table to match the

number of presenters, if necessary. ● Verify AV/Media equipment is in working order, and presenter needs for such are in room – notify your hallway monitor (conference committee member) of any problems.

3. Assist the presenter(s) with distributing handouts. If additional copies are required, provide your hallway monitor with a set and request a specific quantity to be made. Handouts will be delivered directly to you in the assigned room.

4. Introduce the presenter(s) and provide a brief overview of the session. If needed, assist the presenter with use of PC during the session.

5. Based on the time allocations provided by the presenters, monitor each presentation to ensure all presenters have adequate time and that there is adequate time for questions and answers.

6. Field questions from the audience. 7. Develop one well-organized question for speaker(s) in case there are not

sufficient questions from the audience.

SASFAA thanks you for helping to make this year’s conference a success!

Attachment 2

SASFAA Board Meeting July 23-24, 2005

CONFERENCE COMMITTEE REPORT

Join us February 12-15, 2006, here at the Sheraton Four Seasons in Greensboro for the 43rd Annual SASFAA Conference – “Financial Aid: Unmasked”! Although the Conference Committee will be meeting this afternoon through Monday morning here at the hotel, preliminary plans have already begun. Our goal is to continue the high quality of interest and general sessions which will enlighten, engage, and energize all of our members, utilize all volunteers, remain fiscally prudent. I wish to recommend approval of the following members to serve on the 2005-06 Conference Committee: Alabama Representative Shannon Cross AmSouth Bank Student Lending Florida Representative Anna Zawisza First Horizon Student Loans Georgia Representative Deborah Clark Atlanta Technical College Kentucky Representative Michael Morgan Edamerica Mississippi Representative Laura Diven-Brown University of Mississippi North Carolina Representative Rose Mary Stelma East Carolina University South Carolina Representative Bill Whitlock Central Carolina Technical College Tennessee Representative Janette Overton Johnson Bible College Virginia Representative Patricia Kelly College of William & Mary Hotel Liaison Janet Sain ECPI College of Technology Local Arrangements Co-Chair Bridget Ellis College Loan Corporation Local Arrangements Co-Chair Tolly Tollefson University of North Carolina – Greensboro Lender Liaison Gary Mann SunTrust/Nelnet Ex-Officio Members SASFAA President Guy Gibbs Northern Virginia Community College SASFAA Vice President Tolly Tollefson University of North Carolina – Greensboro SASFAA Vendor/Sponsor Chair Keith Reeves Clemson University SASFAA Diversity Chair Cruzie Lucero Northeast State Technical Comm. College Unfortunately, I have yet to secure a Department of Education representative. Now that SASFAA is voting electronically, we should discuss the disposition of the SASFAA Ballot Boxes. Respectfully submitted, Lisanne Masterson SASFAA 2006 Conference Chair

Attachment 20

CALL FOR SESSIONS

SASFAA 2006 Annual Conference Sheraton Four Seasons – Greensboro NC

February 12 – 15, 2006

Deadline for submission: THURSDAY, JULY 21, 2005

Greetings SASFAA Colleagues! The SASFAA 2006 Annual Conference will present approximately 40 – 50 interest sessions covering many topics of interest for our membership, and we need your input to make this conference a success!

Please complete the information below if you have any suggestions regarding session topics you would like to see presented at the conference. Please include the name of any potential presenters, if known. In addition, if you or someone you know might be interested in presenting a particular session. Thanks in advance for your help!

1. Topics I would like to see presented (include names of potential presenters, if known, for

each topic listed): 2. Specific session I am submitting for consideration:

Topic/Title: Session Description:

Potential presenter(s) – include name, phone number and e-mail address: __________________________________ __________________________________ __________________________________

Your Name and Institution: ____________________________________________ ____________________________________________

Return form to: Lisanne Masterson, 2006 Conference Committee Chair

Fax:(828) 884-3790

Attachment 20

e-mail: [email protected]

Attachment 20b

SASFAA 2007 Conference Concurrent Session Information

Nashville, Tennessee

Name of Session: _________________________________________________ Description of Session for Program (attach separate form if necessary): Moderator Name: ________________ Telephone: ________________ Institution: ________________ E-Mail: ________________ Fax: ________________

Presenter Name: ________________ Telephone: ________________ Institution: ________________ E-Mail: ________________ Fax: ________________ Presenter Name: ________________ Telephone: ________________ Institution: ________________ E-Mail: ________________ Fax: ________________ Presenter Name: ________________ Telephone: ________________ Institution: ________________ E-Mail: ________________ Fax: ________________

We would prefer that presenters using a PowerPoint presentation provide us with a copy of this presentation prior to the conference. They will need to let us know which PP version they are using and if it is IBM based. They will need to have their presentations emailed to their session coordinator by January 22, 2007. Presentations will be loaded to the PC in the room assigned for the presentation. Equipment: Standard AV in each meeting room: Screen PC w/ multimedia projector Other Special Requests: _______________________________________________________________________ Other Notes: Please return this information to: Chris Tolson Email: cytolson @campbellsville.edu Fax: 270-789-5079

Attachment 20c

Concurrent Session Chart

Location Monday, February 13 9:00 am – 10:00 am

Monday, February 13 10:30 am – 11:30 am

Monday, February 13 3:30 pm – 4:30 pm

Tuesday, February 14 9:00 am – 10:00 am

Tuesday, February 14 1:30 pm – 2:30 pm

Tuesday, February 14 3:00 pm – 4:00 pm

Auditorium III (Hands-on Lab)

Financial Aid at Midnight: Helping Students Help Themselves

NSLDS: How To Use It More Effectively

Putting a New Mask on your Policy & Procedures Manual

Developing a Preferred Lender Liaison: The NASFAA Monograph

Web Links That Will Help Unmask Your Daily Headaches

Situational Leadership

Auditorium II Unmasking Your Cross-Cultural Communication Skills

What Happens When…Teaching the Academic Community About Financial Aid

Default Aversion/Prevention: Managing Your Cohort Default Rate

Guerilla Activism—Program Development to Enhance Diversity

Best Practices Roundtable

Diversity: A Mosaic of Possibilities

Auditorium IV Reauthorization: It's Heeere Again!

Top 10 Compliance Issues/Hot Topics

New Bankruptcy Laws & Disability Resolving C Codes COD and the New

“Advance” System

Verification: In-depth Tax Analysis

Augusta NSLDS: Data Conflict Resolution

Literacy: What Your Students Should Know

Analyzing Financial Aid Data: Making Sense from a Mountain of Data

101 Ways to Keep PEPP In Your Step

Unmasking the Enrollment Manager Behind Every Financial Aid Professional

Wise Up To Alternative Loans

Blue Ashe

R2T4 The Economic Outlook for Higher Education

Managing Conflicting Information

Hidden Income -- Looking Beyond AGI

Successful Work Study Programs

Unmasking the Courses Eligible for Enrollment Determination

Grandover East

Serving Our Customers…When They Are a Bit Too Much

The Multi-Generational Workplace

New Citizenship Issues: Undocumented Parents and Similar Situations

Expect the Unexpected Consolidation Update

College Goal Sunday

Grandover West Ethics in Financial Aid

IRS Filing Requirements: What FAAs are Required To Know

The Diversity Map Unmasking Personal Prejudices/Biases in the Workplace

How Understanding Difference Makes A Difference

How to Survive a Program Review

Pebble Beach

Veterans Categories Unmasked Hand Calculations – Part I

The Journey to Building Diversity as a Company's Best Practice

Increasing FA Visibility and Impact on Campus

Hand Calculations- Part II

Tidewater Whale Done! Creating & Submitting an Annual Report

Scholarship Panel Discussion

Identity Theft: How It's Done; How To Prevent It

Default Profiling

Peer Counseling Program

SASFAA 2006Concurrent Sessions

Attachment 21

Comm. Member Resp. Presenter(s) Session Title Description Date Time Room ModeratorMichael Brad Barnett,

Associate Director of Financial Aid, James Madison University

Literacy: What Your Students Should Know

Are your students prepared to handle their finances? How many of them have created a personal budget, balanced their checking account, or used credit cards? What can you teach a group of students in a one hour class, when that hour may be the only opportunity they have to talk about their personal finances in a classroom environment? Come see how one institution is taking ahands-on approach in educating students to become fiscally responsible adults. You will learn about the format used in these sessions, strategies that have bene implemented to keep the student's attention and partnerships that have been created with other ampus offices to provide an avenue for reaching students.

Bill Keys to Successful Financial Aid Awareness Events

Bill Steve Blake, CBK & Co. PA

Identity Theft: How It's Done; How To Prevent It

As of 2003; over 10 million people have been victims of identity theft. From bank and credit card fraud to violent crimes committed in your name, identity theft takes many forms. How are people being victimized? What can be done to prevent it? Like any crime, being armed with the knowledge of how to stop it before it happens is your best defense. Come learn the latest ways of being victimized and the defenses being organized to prevent it.

Anna Financial Aid at Midnight: Helping Students Help Themselves

Get your students out of the habit of checking on the status of their financial aid at your office. Instead, empower them to use the resources you provide to help themselves at their convenience. This session will focus on utilizing the web, voice response unit (VRU), print materials and e-mail to provide all the necessary information to students without the necessity of showing up at your front counter.

Rose Mary Nancy Melton, Director of Financial Aid, Alice Lloyd College

Successful Work Study Programs What makes a successful work study program? A panel of schools that have successful work study programs will share their best practices

Geneva Ford, Interim Director of Financial Aid, Fayetteville State University

Pat Kathleen Smith, Education Finance Council

Reauthorization: It's Heeere Again! Reauthorization is once again on our minds. How will it affect our offices and operations? Hear first-hand information from a Reauthorization expert how the effects of this revised law could affect your office and institution in the near future.


Attachment 21

Gary/Deborah Robin Winston, DeVry University

IRS Filing Requirements: What FAAs are Required To Know

What are Financial Aid Professionals required to know about IRS Tax Filing Requirements??? Must I resolve conflicting tax data? How much am I required to know about relevant tax issues? Who must file a tax return? Is the filing status accurate? Is the individual claimed as an exemption by more than one person? This session will unmask all the answers.

Gary/Deborah Jill Raynor, North Georgia College & State University

Veterans Categories Unmasked This is an update on Veterans Affairs program, including the new Chapter 1607 benefits, and how they relate to financial aid and financial aid resources.

Janette David Hagood, Academic Management Services & Jane Pennington, Middle Tennessee School of Anesthesia

Putting a New Mask on your Policy & Procedures Manual

This is a Hands On session that will enable you to practice using the NASFAA Policy and Procedure Template to construct, change, or just update your P & P Manual.

Auditorium III

Michael Susan Little, University of Georgia; Barry Simmons, Virginia Polytechnic Institute; Dave Cecil, Transylvania University

Ethics In Financial Aid What are ethics? And why do people make unethical choices. Join several distinguished members of SASFAA to discuss views on several ethical dilemmas that financial aid professionals face on a regular basis.

Laura Disasters: A Financial Aid Perspective

Crusie Barry Simmons Guerilla Activism -- Program Development to Enhance Diversity

While the Michigan cases created about as many questions on diversity efforts as they answered, there are useful approaches to encourage educational diversity that avoid the legal morass associated with earlier efforts. This session will discuss potential models including funding aproaches, selection considerations and programming implications. The emphasis will be on 'whole student review' and 'pipelines' rather than 'narrow tailoring.'

Pat Steve Brooks, NCSEAA

Consolidation Update With June 30, 3005, slowly fading from view, many current students and recent graduates are just beginning to see the changes that consolidation has made to their student loan balances. We have invited a current student/recent graduate, along with a consolidation expert to discuss their insights into this unknown territory.


Attachment 21

Rose Mary Dana Kelly, Director of Financial Aid, High Point University; Bruce Cabiness, Associate Director of Financial Aid, UNC-Greensboro; Coe Ann Green, Director of Financial Aid, Rockingham Community College

Best Practices Roundtable Financial Aid Administrators share what works at their campuses.

Gary/Deborah Kalynn Wilczynski, Emory University

Verification: In-depth Tax Analysis Unmasking the IRS forms, an in-depth analysis of the 1040 and attachments and what financial aid professionals are required to know.

Gary/Deborah Kathleen Caldwell, Georgia Student Finance Commission/Kathy Odom, Georgia Student Finance Commission/Joe Braxton, Texas Guaranteed Student Loan Corporation

Default Aversion/Prevention; Managing Your Cohort Default Rate

As the cost of education continues to escalate and student loan debt continues to rise, it is more important than ever to effectively manage your student loan programs. Want a Win-Win Situation? This presentation will focus on effective means of assisting students with default prevention and managing/reducing your school's cohort default rate. Results: Everyone wins!

Pat Mike Szydlowski, Director of Financial Aid, Woodberry Forest School & David Gelinas, Director of Financial Aid, University of the South

Hidden Income -- Looking Beyond AGI

It takes much effort to obtain the verification of income that is required by law before we can package that financial aid for our students. Sometimes we receive more information or less information than was originally requested. Does it affect the EFC? What can it tell us about the ability of the family we are evaluating for financial aid? Two experts dealing with financial aid eligibility have agreed to inform us on what this data can reveal regarding financial aid eligiblity and the packages the student ultimately receive.

Crusie Patricia Woods Diversity: A Mosaic of Possibilities This session will help financial aid administrators understand why organizations care about diversity and increase awareness about the impact of diversity at work. The session will identify actions to address stereotypes/perceptions and examine how valuing differences can achieve results.

Anna Default Profiling Yes, we know which students are likely to default on their student loans. Learn the most common profiles for your at-risk population. Only by knowing what criteria and actions lead to a defaulted student loan can you be proactive in your default rate management plan.


Attachment 21

Janette David Mohning, Director of Student Financial Aid, Vanderbilt University & Dave Gruen, Director of Student Financial Aid, University of Wyoming

Developing a Preferred Lender Liaison: The NASFAA Monograph

This session includes a review of the concepts that were incorporated into the development of a recent NASFAA monograph dealing with structing a preferred lender list. Guidance is provided with regard to developing a preferred lender list, with a focus on such topics as factors and criteria to consider in developing a list, the benefits for both students and schools of a fair and impartial list of lenders, possible tools that can be helpful in devising a fair and impartial listing of student loan providers, and examples of ways that schools have presented their lists once they have beendeveloped.

Tuesday, February 14

Anna Wizening Up To Alternative Loans Alternative loan debt on college campuses is exploding. Learn how to help your students plan wisely and manage their debt load through the use of budgeting techniques, repayment calculators and income/lifestyle projections. This session will show participants web based tools which can be used to assist students in deciding how much to borrow, the amount of interest they will be charged during the lifetime of the loan and the long term impact of increased debt on their lifestyle.

Rose Mary Anthony Jones Undocumented ParentsCrusie Marilyn James,

Mississippi Meridian; Brad Barnett, James Madison University; Anthony Bowles, AmSouth

Unmasking Personal Prejudices/Biases in PJ

Gary/Deborah Lisa Simms-Thomas, Nelnet Integrated Solutions

101 Ways to Keep PEPP In Your Step Although none of us feel overworked, overextended and overwhelmed…Yeah right! This presentation will assist even the most organized professional in their faily organization of People, Emails, Phone and Products (PEPP), while keeping the "PEPP" in your step. Along with managing these imperative topics, you will also be provided with 101 ways to simplify your life while assisting you with the process of easing your daily responsibilities as you enjoy those things that are really important to you.


Attachment 21

Anna Whale Done! Based on the book by Ken Blanchard, Whale Done! focuses on the power of giving positive reinforcement, praising progress, and catching people doing things right. How often are you “caught” doing things right? How often do you “catch” others? This presentation is designed to help you improve relationships in your work and personal life, increase motivation, and enhance the performance of the people who interact with you.

BillXXX

Bridget John Dysart, The Dysart Group/Joretta Nelson, VP for Enrollment Mgmt, Brevard College/Tony Carter, Director of Financial Aid, University of NC at Charlotte

FAAs: Uniquely Qualified to Supervise Enrollment Management Operations

Most institutions have enrollment management divisions and the areas of recruitment and financial aid are often under the same leadership. The majority of individuals in leadership positions in enrollment management come from backgrounds in admission rather than financial aid. This session will explain why financial aid professions are generally better qualified for enrollment management leadership. We will outline why financial aid folks should actively pursue such positions. We will discuss practical steps that can be taken to successfully attain leadership positions in enrollment management.

Tuesday, February 14 PM

Janette The NASFAA Staffing Module Auditorium IIICrusie LeeAnn Rohmann,

Executive Vice President of Sales, Student Loan Xpress

The Multi-Generational Workplace The presenter will discuss the four generations currently in the workplace and effective ways of communicating within the groups.

Anna Integrated Scholarship Panel Discussion

Participants will engage in an interactive exercise that will allow the participants to step into their co-workers shoes to appreciate the different values and work styles among the four generations.

Rose Mary Jane Kamiab, Director of Financial Aid, NC School of the Arts & Bettie Westbrook, Director of Financial Aid, Barton College

What Happens When…Teaching the Academic Community About Financial Aid

Lisa Koretoff, Director of Financial Aid, Guilford Technical Community College


Attachment 21

Gary/Deborah David Bledsoe, Georgia State University/Lisa Mitchem, Georgia Tech/Karen Smith, Agnes Scott College

Increasing FA Visibility and Impact on Campus

The role of the Financial Aid Office is not always fully acknowledged or appreciated. However, it greatly impacts student enrollment, recruitment and retention as well as revenue and resources. This session will unmask the importance of the Financial Aid Office on your campus, show you how to increase the visibility of the Financial Aid Office, and make campus officials more aware of the powerful impact of Financial Aid Administrators.

Rose Mary & Pat Dave Bowman, Senior Marketing Consultant, Great Lakes Educational Loan Services

Serving Our Customers…When They Are a Bit Too Much

This session will reveal the underlying reason why people behave in a difficult manner, provide insight into what they are trying to accomplish, and offer tips and resources for how to manage difficult situations. Each participant will learn the preferred method of conflict resolution and leave with nine rules to improve any relationship. Most Financial Aid Offices do a great job in serving their customers. However, there are times when leaving the office at the end of the day involves a few deep breaths and a book on dealing with difficult people. We have invited a counselor who advises inquiring minds on the precautions one must take with aggressive, persistent, and overly domineering people.

Pat Yvonne Hubbard, Director of Financial Services, University of Virginia

Analyzing Financial Aid Data: Making Sense From a Mountain of Data

From the first draw of the FASAs of the academic year, to completion of the annual FISAP, financial aid administrators have at their disposall a huge collection of figures and percentages to review and interpret, both within their offices and outside of their institutions. What does this data all really mean? How can it be interpreted to accurately reflect the truth about the students receiving financial aid? Here, a seasoned financial aid office and an institutional research analyst instruct us with this report.

Rose Mary Joey Derrick, Senior Assistant Director of Information Resources, University of South Carolina & Anthony Gurley, Associate Dean of Enrollment, Guilford College

Creating & Submitting An Annual Report

Learn how to create and submit an annual report that gets you what you need from your boss, explains what you are doing to the rest of the world, and doesn't take you 11 months to write.


Attachment 21

Shannon Kathie Makowski Managing Conflicting Information This session will discuss the importance of ensuring the right students receive the correct amount of financial. Issues discussed will include: conflicint information that may occur as a result of the verification process, when an applicant's data is updtated or corrected, when a student's status changes, or when additional information about the student is received.

Shannon Greg Martin Resolving C Codes This session describes school's versus a student's responsibility for resolving student eligibility issues. Specifically, topics include the CPS database matches, requirements for resolving student eligibility questions that result from the matches, procedures for resolving eligibility problems, and decisions concerning when a student has regained eligibility for federal student aid.

Shannon Kathie Makowski R2T4 This session will be a walk-through of the Return to Title IV calculation; focus will be on completing the calculation according to federal regulations and up-to-date guidance related to the calculation. Issues discussed will include withdrawal dates, date of determination, aid dis ursed and aid that could have been disbursed.

Shannon Ron Bennett NSLDS: Data Conflict ResolutionShannon Ron Bennett NSLDS: How To Use It More

EffectivelyAuditorium III

Shannon Greg Martin Top 10 Compliance Issues/Hot Topics

This session exaimines common findings in federal program reviews and provides tips for staying in compliance.

Janette Sandy Neel, University of TN Martin and Rickie Wilson, Bowling Green Technical College

Web Links That Will Help Un-Mask Your Daily Headaches

Being a new Financial Aid Professional can be a bit overwhelming at times. This hands-on session in Auditorium III is designed to provide the new professional with the necessary "tools" to build a successful career in Financial Aid. Helpful tools include: websites, state, regional, and national organization information, and the NASFAA Encyclopedia just to name a few. You will get the chance to follow along on the computer as we show you all the resources on the web that will make your job easier. Come join us as we showcase these helpful tools!

Auditorium III


Attachment 21

Rose Mary Bruce Blackmon, Director of Financial Aid, University of NC at Pembroke; Ruth Angle, Director of Financial Aid, National Aviation Academy; Wanda White, Central Office, NC Community College System

How To Survive A Program Review Purely from the financial aid administrator's perspective -- how to community with the reviewer, how to communicate with your boss, how to communicate with your staff, and how to keep your sanity while going through it all!

Shannon Greg Martin New Bankruptcy Laws & Disability This session will focus on recent and ongoing policy issues that affect school administrators in their work with student applicants and borrowers; including dealing with borrowers who have applied for or received total and permanent disability discharges or bankruptcy discharges.

Shannon Kathie Makowski & Greg Martin

COD and the New Advance System Come learn about the front-end business integration of Federal Student Aid's outreach, application, Pell Grant and Direct Loan origination and disbursement processes into a single integrated solution.

Anna/Shannon Classes That CountLisanne Mike Hawkes The Economic Outlook for Higher

EducationHigher education is constantly competing with other worthy (and some not-so-worthy) causes for Federal and State financial support. This session will examine current economic trends and their effect on higher education into the future.

Not after lunch

Lisanne Marcia Weston, Director of College Goal Sunday Operations, NASFAA & Darolyn Porter, Tennessee Student Assistance Commisssion

College Goal Sunday

Crusie Zeb Davenport How Understanding Difference Makes A Difference

This session is designed to distinguish the difference between cognitively responding to the word diversity and emotionally expereiencing the impact of difference. During this session, we will identify the importance of understanding difference as it relates to working with students from various backgrounds.

Tuesday, February 14 9-10 or 1:30-2:30

Crusie Michael O'Grady & Michael Tapscott

Communicating with a Diverse Student Population

Monday, February 13


Attachment 21

Crusie Colletta Bryce The Journey to Building Diversity as a Company's Best Practice

Learn how a company, in a very deliberate and methodical process, has been on its journey of inclusion for ten years. This session will focus on how to implement diversity on the college/university campus. The model is similar to one used by Wachovia

Monday, February 13

Crusie Ben Carey The Diversity Map This session will an interactive "Trivial Pursuit" type of exercise to test and improve awareness of student race and gender compostion. The session will also illustrate how race and population have changed on college campuses.

Liza Bruce

Rose Mary Brad Barnett, Associate Director of Financial Aid, James Madison University

Peer Counseling Program The utilization of a Peer Counselor Program in the office of Financial Aid & Scholarships has improved staff morale and the services offered to students and parents. Would you like to see how implementing such a program could increase the productivity of your office? If so, come listen to a presentation on the successes and challenges of the undergraduate Peer Counseling Program at James Madison University.

Jerry Donna, Assistant Director of Financial Aid, NC School of the Arts

Tolly Leonard Gude Hand Calculations With professional judgments and savvy parent’s asking too many questions it is a good idea to learn or review the Federal Expected Family Contribution Formula. This session will focus on dependent and independent with dependents formulas. There will be one or two case studies depending on time.

Tolly Leonard Gude Hand Calculations! The Independent student without dependents

With professional judgments and savvy students it is wise to be familiar with the components of Federal Expected Family Contribution Formulas. This session will concentrate on the Independent Student without dependent formula.


Attachment 21

Attachment 22

TOP 5 REASONS TO ATTEND SASFAA IN GREENSBORO 5. Greensboro has less traffic than Atlanta, free parking at the hotel, and the Mall next door may be having an early President’s Day Sale 4. Miss out on spending Valentine's Day with your significant other....AGAIN. 3. Load up on stocking stuffers for the family/office at one fell swoop during your time in the Vendor Area 2. Find out when Reauthorization might happen 1. Learn why the SASFAA Conference receives the best marks as top training for Financial Aid Professionals (NASFAA will have you traveling across three time zones for similar training next summer)

SASFAA 2006 February 12th - 15th

Sheraton Four Seasons Greensboro, NC

Conference Registration/Room Reservation

The conference registration fee is $185. A late fee of $50 will be assessed after January 20th. The room reservation deadline is January 11th. To register and make room reservations, go to www.sasfaa.org.

http://www.sasfaa.org/�

Attachment 23

Items Needed for Conference Program

President/Conference Chair Letter – President & Conference Chair Letters From: Mayor, Governor – Local Arrangements Listings of Board, Conference Comm., Important Dates – Conference Chair NASFAA State Awards – Conference Chair SASFAA Past Presidents/Special Award Nominees – Conference Chair Conference Reminders – Conference Chair + selected others Hotel Information & Maps – Hotel Liaison General Session Speakers Bio & Pic – General Sessions/VIP Chair Hands-on & Computer Labs – Electronics Chair Voting – Immediate Past President Agenda – Conference Chair (basic outline); Hotel Liaison (food & spaces); All (sessions) Sponsored events – Vendor/Sponsor Chair Vendor Area Booth Assignments (map) – Vendor/Sponsor Chair Sponsor Section – Vendor/Sponsor Chair Ad for next Conference – Conference Chair-elect Charity – Local Arrangements

Attachment 24

In recognition of your tireless efforts and valuable service to SASFAA in 2005-06,

a donation has been made in your honor to the Victory Junction Gang Camp.

This donation will help to allow children with chronic or life-threatening illnesses

be able to attend this special place.

Your hard work and support this year is truly appreciated!

Guy F. Gibbs SASFAA President

2006 Annual Conference Greensboro NC

In recognition of your tireless efforts and valuable service

to SASFAA in 2005-06, a donation has been made in your honor to the

Victory Junction Gang Camp.




















SASFAA Past President's Data Attachment 25

FirstName BadgeName LastName Title Institution Street1 Street2 City State Zip InstType EndMemDate VotingMem Affiliation Phone Fax Email Ethnicity Gender StartFinAid StartSASFAA URLClark Clark Aldridge Director of Business Development Collegiate Funding Services 133 Broadmoor Lane Alabaster AL 35007 Lender 6/30/2005 Yes Active (205) 685-1910 (205) 685-1909 [email protected] White/Caucasian M 1973 1973David Dave Cecil Director of Financial Aid Transylvania University 300 N Broadway Lexington KY 40508 Independent (4 Year) 6/30/2005 Yes Active (859) 233-8239 (859) 281-3650 [email protected] White/Caucasian M 1980 1980Ron Ron Day Director of Financial Aid Birmingham-Southern College 900 Arkadelphia Road Box 549016 Birmingham AL 35254 Independent (4 Year) 6/30/2005 Yes Active (205) 226-4688 (205) 226-3082 [email protected] White/Caucasian M 1983 1983 http://www.bsc.eduVernetta Vernetta Fairley Director, Debt Management USA Funds Services PO Box 442 Petal MS 39465-0442 Guaranty Agency 6/30/2005 No Honorary (601) 545-2449 (601) 544-9584 [email protected] Not Specified F 1973 1979Karen Karen Fooks Director of Student Financial Aid University of Florida P O Box 114025 S-107 Criser Hall Gainesville FL 32611-4025 Public (4 Year) 6/30/2005 Yes Active (352) 392-1272 (352) 392-2861 [email protected] Not Specified FDavid David Gelinas Director of Financial Aid University of the South 735 University Avenue Sewanee TN 37383-1000 Independent (4 Year) 6/30/2005 Yes Active (931) 598-1312 (931) 598-3273 [email protected] White/Caucasian M 1980 1986Joel Joel Harrell Vice President of Enrollment Services and

Student AffairsClark Atlanta University 223 James P. Brawley Dr. SW Atlanta GA 30314

[email protected] Karen Koonce Director of Central Financial Aid Tidewater Community College Central Financial Aid 300 Granby Street Norfolk VA 23510 Public (2 Year) 6/30/2005 Yes Active (757) 822-1360 (757) 822-1344 [email protected] Not Specified F 1978 1980Susan Susan Little Director University of Georgia 220 Holmes/Hunter Academic Building Athens GA 30602-6114 Public (4 Year) 6/30/2005 Yes Active (706) 542-8208 (706) 542-0977 [email protected] White/Caucasian F 1980 1980Cruzita Crusie Lucero Director of Financial Aid Northeast State Technical Community Co PO BOX 246 Blountville TN 37617-0246 Public (2 Year) 6/30/2005 Yes Active (423) 323-0252 (423) 323-0232 [email protected] Not Specified F 1975 1976Dan Dan Miller Director of Financial Aid Auburn University, Montgomery PO Box 244023 Montgomery AL 36124 [email protected] Carol Mowbray Director, Financial Aid & Support Services Northern Virginia Community College Forbes Office Center Annandale VA 22003-3796 Public (2 Year) 6/30/2005 Yes Active (703) 323-3014 (703) 323-2189 [email protected] Not Specified F 1983 1983Don Don Rainer [email protected] Bill Rodgers Access Group P.O. Box 7430 Wilmington DE 19803 [email protected] Curtis Whalen University of North Carolina - Charlotte Financial Aid Office 9201 University Blvd. Charlotte NC 28223

[email protected] Gerald Bird 3353 Bruckner Blvd Snellville GA 30078Patsy Patsy Braxton Not Affiliated with an Institution Not Specified 6/30/2005 No Honorary Not SpecifiedWinston Winston Bruce Not Affiliated with an Institution Not Specified 6/30/2005 No Honorary Not SpecifiedMarvin Marvin Carmichael Director of Financial Aid Clemson University Box 345123 G01 Sikes Hall Clemson SC 29634-5123 Public (4 Year) 6/30/2005 Yes Active (864) 656-3431 (864) 656-1831 [email protected] White/Caucasian M 1973 1973 http://www.clemson.eduJames James Carr 800 N. Cedar Drive Searcy AR 72143Thomas Thomas ClevelandEunice Eunice Edwards Not Affiliated with an Institution Not Specified 6/30/2005 No Honorary Not SpecifiedWilliam William Geer Not Affiliated with an Institution Not Specified 6/30/2005 No Honorary Not SpecifiedMary Mary Givhan Director of Financial Aid Mississippi College POB 4035 Clinton MS 39058-0001David David HartshornJames James Ingle Not Affiliated with an Institution Not Specified 6/30/2005 No Honorary Not SpecifiedRobert Robert Kimmell Not Affiliated with an Institution Not Specified 6/30/2005 No Honorary Not SpecifiedPriscilla Priscilla Light Not Affiliated with an Institution Not Specified 6/30/2005 No Honorary Not SpecifiedCannon Cannon Mayes 1106 Patterson Drive Kingston Springs TN 37082Joe Joe McCormick Executive Director and CEO Kentucky Higher Education Assistance Au PO Box 798 Frankfort KY 40602-0798 Government Agency 6/30/2005 Yes Active (502) 696-7499 (502) 696-7496 [email protected] White/Caucasian M 1967 1970Cheryl Cheryl O'Keeffe Not Affiliated with an Institution Not Specified 6/30/2005 No Honorary Not SpecifiedPreston Preston Rosser 114 S. College Street Newton AL 36352Herb Herb VescioRichard Richard Waters Not Specified Not Specified 6/30/2005 No Honorary Not SpecifiedCharles Charles Watson Not Affiliated with an Institution Not Specified 6/30/2005 No Honorary Not SpecifiedKenneth Kenneth Wooten 38 CR 452 Water Valley MS 38965Bill Bill Cox Senior Assistant Director North Carolina State University Office of Scholarships and Financial Aid Box 7302 Raleigh NC 27695-7302Marleen Marleen Ingle University of the South 735 University Avenue Sewanee TN 37383Kingston Kingston Johns 36 Barkley Circle Apt 146 Ft. Myers FL 33907-1840Eleanor Eleanor Morris 326 West University Drive Chapel Hill NC 26516Benny Benny Walker Vice President for Enrollment Furman University 3300 Poinsett Hwy. Greenville SC 29613 Independent (4 Year) 6/30/2005 Yes Active (864) 294-3231 (864) 294-3127 [email protected] White/Caucasian M 1974 1974





Attachment 3

SASFAA Board Meeting October 28-30, 2005


Planning for the 43rd Annual SASFAA Conference to be held at the Sheraton Four Seasons in Greensboro NC, February 12-15, 2006, is well underway. Our theme for the conference, “Financial Aid: Unmasked”, will address how we can unmask the financial aid process for students & families, the federal regulations & interpretations for us, our offices on our own campuses, and the multitude of masks we wear personally & professionally. The Conference Committee met in Charlotte October 7-9, to finalize the conference format and sessions, as well as reviewing details and hotel layout. I wish to offer public thanks to those members of this board who serve as crucial members of the Conference Committee – Tolly Tollefson, Heather Boutell, Keith Reeves, Crusie Lucero and of course, Guy Gibbs. There are two other members who play a vital role in helping us get the word out, so I have a special word of thanks to Erik Melis and Juanita Russell. In addition to their work as State Representatives, the following committee members are responsible for the following tasks on the Conference Committee: Alabama Representative Shannon Cross DOE Liaison Florida Representative Anna Zawisza Publicity/Signage Liaison Georgia Representative Deborah Clark Special Events Liaison Kentucky Representative Michael Morgan Evaluations/ODAA Liaison Mississippi Representative Laura Diven-Brown Publications & Printing Liaison North Carolina Representative Rose Mary Stelma General Sessions/VIP Liaison South Carolina Representative Bill Whitlock Audio-Visual Liaison Tennessee Representative Janette Overton Electronics Liaison Virginia Representative Patricia Kelly Concurrent Sessions/Moderators Liaison Janet Sain Hotel Liaison Bridget Ellis Local Arrangements Co-Chair Tolly Tollefson Local Arrangements Co-Chair Gary Mann Vendor/Sponsor Liaison Ex-Officio Members SASFAA President Guy Gibbs SASFAA Vice President Tolly Tollefson SASFAA Vendor/Sponsor Chair Keith Reeves SASFAA Diversity Chair Cruzie Lucero I am extremely pleased with the exchange of ideas, creativity and hard work already put forth by the committee. We are all excited about the quality and content of the program. Our Keynote Speaker for Sunday evening will be Roger Reece, a dynamic and motivational speaker with a “twist”. In addition. SASFAA will be sponsoring a dance after the President’s Reception on Sunday evening the hotel’s club. We will continue to offer a series of concurrent sessions in a hands-on learning environment. The charity selected by the Local Arrangements Committee is the Victory Junction Gang Kid’s Camp, sponsored by NASCAR. They will be speaking at the luncheon on Monday. Bingo will again be offered on Monday for our die-hard bingo fans. Crusie and her committee are responsible for the “Diversity” speaker on Tuesday late morning and will be having a Diversity Luncheon. SASFAA awards will be made at the Tuesday evening banquet, with after dinner entertainment provided by The Embers. School Spirit Day will be held on Wednesday, as it is a travel day and most attendees are dressed casually anyway. We may be able to hang state banners this year, so I request all State Presidents to make plans now to bring your state banner with you and turn it in to Conference Headquarters upon your arrival. We have confirmations from the Department of Education that Jeff Baker, Dan and Ginger Klock, Kathie Makowski, Fred Sellers and Yolanda Adams have been approved to attend.

Attachment 3

The Committee would appreciate all of your assistance in promoting the conference. We hope to have the website up and running with Conference Registration, Hotel Information and General Conference Information in the near future. A Tentative Agenda will be forthcoming, to include the concurrent sessions to be offered. Sessions that have been approved are the following: Student Services Financial Literacy Keys to Successful Financial Aid Awareness Events “Has Someone Taken Over Your Good Name?” (Identity Theft); Helping Students Help Themselves (Get out of the Office & Get Online) FAO Nuts & Bolts Successful Work Study Programs: Insights & Practices Reauthorization: The Affects By Institution Type IRS Filing Requirements (i.e. What FAAs are “obligated” to know) Educational Benefits for Veterans (incl. 1607) Developing a Policy & Procedures Manual Ethics in Financial Aid Disasters: A Fin Aid Perspective, Institutional Policy, Dealing w/ Aftermath Promising Practices for Administering Diversity-Based Aid Consolidation Update & Title IV Debt Reduction Best Practices Verification: In-Depth Tax Analysis; Business Value/S-Corps/Self-Employment; FA Liability Default Aversion/Prevention: Managing Your Cohort Default Rate Looking Beyond AGI When Determining Need-Based Aid (Hidden Income) Why Is a Diverse Student Population Important Default Profiling Creating/Evaluating a Lender/Guarantee List: Stafford, PLUS, & Alternative Loans Financial Planning/Debt Management/Alternative Loans Undocumented Parents Unmasking Personal Prejudices/Biases in PJ The College-Going Demographics Staffing/Management/Personal Put PEP in Your Step (stress, time, email mgmt) Developing Leadership Skills: Whale Done Peer Counseling Situational Leadership Proactive Enrollment Management & Retention The NASFAA Staffing Module Communications The Multi-Generational Workplace An Integrated Scholarship Program (connecting donors w/ recipients, …) “What Happens When…” – Teaching the Academic Community about Financial Consequences

of Academic Decisions Increasing FA Visibility and Impact on Campus Communicating With A Diverse Student Population Dealing with Difficult Co-Workers Dealing with Difficult People Processing Software Products & the Revolution of FA Technology Analyzing FA Data/Institutional Research Creating a FA Annual Report (what to include, how to interpret it…)

Attachment 3

Fed Sessions Managing the Conflicting Information Resolving C Codes R2T4 NSLDS: Data Conflict Resolution NSLDS: How To Use It More Effectively Top 10 Compliance Issues/Hot Topics Tools For Schools – FSA Assessment, ISIR Analysis, Verification Tool, IFAP How To Survive A Program Review New Bankruptcy Laws & Disability Common Origination & Disbursement Classes That Count Toward (Not Degree-Seeking, Dual, Corresp., Telecom.) Respectfully submitted, Lisanne Masterson SASFAA 2006 Conference Chair

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You are cordially invited

to a Reception for

VASFAA Members

Monday, February 13, 2006

5:00 p.m. – 6:30 p.m.

President’s Suite - 2877

Sheraton Four Seasons

Greensboro NC


to a Reception for

VASFAA Members


5:00 p .m. – 6:30 p.m.



Greensboro NC


to a Reception for

VASFAA Members


5:00 p.m. – 6:30 p.m.



Greensboro NC


to a Reception for

VASFAA Members


5:00 p.m. – 6:30 p.m.



Greensboro NC

Attachment 27

EVENT SUMMARY THURSDAY, FEBRUARY 9TH, 2006

Noon-2:00pm Check-In. Suite #2877. 2:00pm-4:00pm Hotel Pre-Conference Meeting. St. Andrew’s. (Guy, Lisanne, Janet, Michael) 4:00pm-5:00pm SASFAA Pre-Conference Strategy Meeting. Guy’s

Suite. (Guy, Lisanne, Janet, Michael, Bridget, Tolly, Heather, Juanita, Keith)

Attachment 27

EVENT SUMMARY FRIDAY, FEBRUARY 10TH, 2006

10:45am-1:00pm Local Arrangements Packet Stuffing. Biltmore. “Thanks for their hard work!” “Thank Education Services Foundation for sponsoring the break.” Answer questions as needed.

2:00pm-5:00pm Conference Committee Meeting. Old North. 3:00pm-5:00pm Executive Council Meeting. Morehead 5:00pm-6:30pm Hospitality. Guy’s Suite. “Thanks to Jackie Bell, USA

Funds & Biz Daniel, National Education.” 6:30pm-9:00pm Dinner. Off-site. “Thanks to Ron Gambill, Edamerica.” 9:00pm Hospitality. Guy’s Suite.

Attachment 27

EVENT SUMMARY

SATURDAY, FEBRUARY 11th, 2006

8:00am-8:30am Continental Breakfast for Board & Conference Committee. Edinburgh. Breakfast & breaks sponsored by Campus Door.

8:30am-12Noon Board Meeting. Edinburgh. Break sponsored by Campus

Door. “Thank sponsor”. 12Noon-1:00pm Joint Lunch – Board & Conference Committee. Pebble

Beach. Lunch sponsored by Citizens Bank. “Thank sponsor.”

1:00pm-5:00pm Board Meeting, cont. Edinburgh. Break sponsored by

Campus Door. “Thank sponsor”. 5:00pm Adjourn Board Meeting. REMIND BOARD TO ATTEND:

1. President’s Appreciation Reception at 6:30pm in Blue Ashe.

2. Opening Session – Sunday evening at 5:00pm in Guilford B. All board members will be recognized.

3. President’s Reception – Sunday at 7:00pm in Club Fifth Season.

4. Dance/Relax – Sunday at 8:30pm in Club Fifth Season.

5. 1st Timers/NAO Continental Breakfast – Monday at 8:00am in Colony A. Bring Business Cards.

6. Luncheon – Monday at 11:45am in Guilford ABC.

Attachment 27

7. VA/Vendor Appreciation Reception – Monday at 5:00pm in Suite 2877.

8. Banquet – Tuesday at 7:00pm in Guilford AB. Followed by The Embers.

6:30pm-8:00pm President’s Appreciation Reception. Blue Ashe. (See Script)

Attachment 27

EVENT SUMMARY

SUNDAY, FEBRUARY 12th, 2006 8:30am New Aid Officers’ Workshop. Auditorium III

Thank Academic Management Services for sponsoring the breakfast & breaks and co-sponsoring the lunch with Wachovia Welcome participants to the SASFAA one-day New Aid Officers’ Workshop! Mention the week-long intensive workshop to be held June 18th-23rd, on the beautiful campus of UNC-Asheville. Introduce Tolly Tollefson, SASFAA Vice President (UNC-Greensboro) and Chip Quisenberry NAO Curriculum Coordinator (Enterprise-Ozark Community College)

Instructors

Pat Arauz, University of Louisville Deborah Byrd, Calhoun Community

Bruce Crain, Mississippi State University Anh Do, St. Thomas University

Leonard Gude, University of South Florida Erik Melis, George Mason University

Searcy Taylor, Mississippi Gulf Comm. Coll. Brent Tener, Vanderbilt University

Andy Weaver, University of Alabama-Huntsville Robin Winston, DeVry University

Michelle Wright, University of South Carolina Bill Zahn, UNC-Greensboro

8:45am State Presidents-elect Workshop. Old North.

Brent Tener, as SASFAA President-elect has organized today’s workshop and enlisted excellent assistance in David Gelinas, Mary Givhan, Susan Little and Bill Spiers.

Attachment 27

Thank Wachovia for sponsoring the breakfast & breaks, as well as co-sponsoring the luncheon along with Academic Management Services.

9:00am Visit NCASFAA Hospitality/Commuter Suite. Arrowhead. Dana Kelly: NCASFAA President 9:30am Visit Conference HQ. Registrations 5&6. Sponsored by: Collegiate Funding Services 10:00am Visit Cyber SASFAA. Biltmore. Sponsored by: NC State Education Assistance Authority 10:30am Walk Through Vendor Setup. Guilford DEFG. 12:00Noon Lunch – NAO/State Presidents-elect. Victoria B&C. 1:00pm Long Range Planning Meeting. Heritage A&B. Carol Mowbray (1:00pm Bylaws/P&P Review. Cardinal.) Sandy Neel 3:00pm Candidate Meeting & Rehearsal. Guilford B. 5:00pm Opening Session. Guilford B. See Script 7:00pm President’s Reception. Club Fifth Season Co-Sponsored by Bank of America

Jazz Trio – JP Smith

Attachment 27

8:30pm Dance/Relax. Club Fifth Season. Sponsored by: College Loan Corporation 9:00pm Hospitality Suite Open. President’s Suite (#2877) Sponsored by: USA Funds & National Education

Attachment 27

Attachment 27

EVENT SUMMARY MONDAY, FEBRUARY 13th, 2006

8:00am NAO/1st Timers Breakfast. Colony A.

Welcome the group. Recognize breakfast sponsor: Citibank Guy and Lisanne to Introduce Board & Conference Committee: Guy: Brent Tener, President-elect

Tolly Tollefson, VP Sandy Neel, Secretary Heather Boutell, Treasurer Janet Sain, Immediate Past President State Presidents Buddy Jackson, Alabama Ruth Strum, Florida Suzanne Pittman, Georgia Shelley Park, Kentucky Soraya Welden, Mississippi Dana Kelly, North Carolina Nancy Garmroth, South Carolina Forrest Stuart, Tennessee Brad Barnett, Virginia

Committee Chairs/Liaisons

Mike Hawkes, Agency Liaison Clark Aldridge, Budget & Finance Lisanne Masterson, Conference

Crusie Lucero, Diversity Erik Melis, Electronic Services Bill Spiers, Legislative Relations Paul Mittlehammer, Lender Liaison Juanita Russell, Membership April Kendrick, Newsletter Ron Gambill, Site Selection Keith Reeves, Vendor/Sponsor

Attachment 27

Susan Little, Special Projects Carol Mowbray, Special Projects

Conference Committee Shannon Cross, AL Rep. (DOE) Anna Zawisza, FL Rep. (Publicity) Deborah Clark, GA Rep. (Special Events) Michael Morgan, KY Rep. (Eval) Laura Diven-Brown, MS Rep. (Printing) Rose Mary Stelma, NC Rep. (VIPs) Bill Whitlock, SC Rep. (AV) Janette Overton, TN Rep. (Electronics) Pat Kelly, VA Rep. (Moderators) Gary Mann, Vendor Liaison Janet Sain, Hotel Liaison Bridget Ellis, Co-Chair, Local Arr. Tolly Tollefson, Co-Chair, Local Arr.

Introduce Tolly Tollefson, VP Become Active in SASFAA NAO Workshop at UNC-Asheville, June XXXXX Get To Know You/Mentoring/Networking Activity

9:00am Concurrent Sessions 9:00am Walk Vendor Area with Keith & Lisanne. Guilford DEFG Remind them about Reception in President’s Suite 5:00pm 10:00am Break. Guilford DEFG Sponsored by: American Student Assistance (ASA)

Remember to VOTE! 11:45am Luncheon. Imperial Ballroom. Lunch co-sponsored by: Chase

Attachment 27

Charity Presentation: Recognize Bridget Ellis, Local Arrangements Co-Chair (Show Video)

(Amy Berrier to speak also) Formal Recognition of Vendors/Sponsors 1:30pm Federal Update. Guilford B

Jeff Baker Carney McCullough

3:00pm Break. Guilford DEFG Sponsored by: ImageNow 3:30pm Concurrent Sessions. 5:00pm VASFAA/Vendor Appreciation Reception. President’s Suite 7:00pm Dinner On Your Own. 9:00pm Bingo. Imperial B. Sponsored by: Key Bank 9:00pm Hospitality Open. President’s Suite Sponsored by: USA Funds & National Education

Attachment 27

EVENT SUMMARY TUESDAY, FEBRUARY 14th, 2006

8:00am Continental Breakfast. Guilford DEFG Sponsored by: SunTrust 9:00am Walk Exhibit Area W/ Keith & Lisanne. Guilford DEFG 9:00am Concurrent Sessions. 10:00am Break. Guilford DEFG Sponsored by: EdFinancial Services 10:30am General Session (Diversity). Guilford B Speaker: Stephen Bargatze Sponsored by: Nellie Mae

“Good Morning. I hope you enjoyed your breakfast sponsored by SunTrust, and that your first round of concurrent sessions this morning were informative.” “Our speaker this morning has delighted many audiences, including some of our colleagues at their state association meetings.” “I ask that Brad Barnett come forward to introduce our general speaker for this morning.”

(Brad Introduces Stephen)

(Stephen Speaks)

“Thanks!!!”

Attachment 27

“I ask that Lisanne Masterson come forward to update us on any housekeeping items.”

(Lisanne mentions: Lunch On Your Own

Concurrent Sessions Resume at 1:30pm Voting Continues Until 3:00pm

State Meetings at 4:00pm Vendor Prize Drawings

Posted in Registration Area @ 1:00pm Must Claim Prize by 3:00pm

Pre-Dinner Social Begins @ 6:00pm Banquet & Awards (Semi-Formal) @ 7:00pm

Followed by: The Embers)

“Have a Great Afternoon” 11:45am Past SASFAA President’s Luncheon. St. Andrews “Greetings” 11:45am Pathways to Leadership Luncheon. Guilford C.

“Thanks to our numerous sponsors for this event – all listed in your program. Crusie Lucero and her committee have done an outstanding job putting together this event for you.” “Crusie, please come forward to recognize your committee and to proceed with your program.”

1:30pm Guide to Financial Mgmt Review. Old North. 1:30pm Concurrent Sessions. 2:30pm Break. Guilford DEFG Sponsored by: Academic Financial Services (AFS)

Attachment 27

3:00pm Concurrent Sessions. 4:00pm State Meetings – Attend w/ Brent Blue Ashe – NC Dana Kelly

Grandover West – VA Brad Barnett Grandover East – KY Shelley Park Tidewater – SC Nancy Garmroth Augusta – AL Buddy Jackson Pebble Beach – MS Soraya Welden Auditorium IV – FL Ruth Strum Auditorium III – GA Suzanne Pittman Auditorium IV – TN Forrest Stuart

6:00pm Pre-Dinner Social. Guilford C. 7:00pm Banquet & Awards. Guilford A & B. Co-Sponsored by: EdAmerica &

AmSouth Education Lending See Script

9:00pm Dance. Guilford A & B. Entertainment: The Embers

Attachment 27

EVENT SUMMARY WEDNESDAY, FEBRUARY 15th, 2006

School Spirit Day

9:00am Breakfast/Closing Session. Guilford B. Co-Sponsored by: Nelnet & Education Finance Partners See Script 12:00 Noon Conference Committee Transition Mtg. Morehead. Sponsored by: Access Group

Attachment 27

SCRIPT SATURDAY, FEBRUARY 11th, 2006

President’s Appreciation Reception

“Welcome” “Thanks to our evening sponsor, EdFund” “In the past, those who have worked so hard all year have been presented with gifts. This year, I wish to follow more recent tradition and make a donation to our chosen charity, The Victory Junction Gang Camp, in your honor.” “We also have a small token of appreciation for you.” Recognize Guests: “I wish to thank our special guests for making this a memorable conference for me. I’m glad you’re here.”

David Gelinas, NASFAA Chair, University of the South

Dan Mann – President of MASFAA Michael Rodriguez – NASFAA Rep. at Large Tom Hood, SASFAA Photographer – Sallie Mae Roger Reece, Keynote Speaker “The next group of people to thank are those who have spent countless unpaid hours of service to SASFAA through service on the Board – the Elected Officers, State Presidents, and Committee Chairs/Liaisons. We also have a small token of appreciation. Please come forward as I call your name.”

Attachment 27

Board Members: Brent Tener, President-elect Tolly Tollefson, Vice President Sandy Neel, Secretary Heather Boutell, Treasurer Janet Sain, Immediate Past President

State Presidents

Buddy Jackson, Alabama Ruth Strum, Florida Suzanne Pittman, Georgia Shelley Park, Kentucky Soraya Welden, Mississippi Dana Kelly, North Carolina Nancy Garmroth, South Carolina Forrest Stuart, Tennessee Brad Barnett, Virginia

Committee Chairs/Liaisons Mike Hawkes, Agency Liaison Clark Aldridge, Finance & Audit Lisanne Masterson, Conference

Crusie Lucero, Diversity Erik Melis, Electronic Services Bill Spiers, Legislative Relations Paul Mittlehammer, Lender Liaison Juanita Russell, Membership April Kendrick, Newsletter Ron Gambill, Site Selection Keith Reeves, Vendor/Sponsor Susan Little, Special Projects Carol Mowbray, Special Projects

Attachment 27

Other Special Recognitions “There are others in attendance who have contributed to this conference and must be recognized.” “First. Tolly would you please come forward to recognize part of your Professional Advancement Committee, who will be conducting the New Aid Officer’s Workshop tomorrow.”

(Tolly to introduce) Chip Quisenberry

Pat Arauz Deborah Byrd Bruce Crain

Anh Do Leonard Gude

Erik Melis Searcy Taylor Brent Tener

Andy Weaver Robin Winston

Michelle Wright Bill Zahn

“Second. Brent would you please come forward to recognize those assisting with the State Presidents-elect workshop tomorrow.”

(Brent to introduce) David Gelinas Mary Givhan Susan Little Bill Spiers

“And finally, I would like to turn it over to Lisanne Masterson to introduce the Conference Committee.”

Attachment 27

Lisanne to introduce Conf. Comm: Shannon Cross, AL Rep. (DOE)

Anna Zawisza, FL Rep. (Publicity) Deborah Clark, GA Rep. (Special Events)

Michael Morgan, KY Rep. (Eval) Laura Diven-Brown, MS Rep. (Printing)

Rose Mary Stelma, NC Rep. (VIPs) Bill Whitlock, SC Rep. (AV)

Janette Overton, TN Rep. (Electronics) Pat Kelly, VA Rep. (Moderators)

Gary Mann, Vendor Liaison Janet Sain, Hotel Liaison

Bridget Ellis, Co-Chair, Local Arr. Tolly Tollefson, Co-Chair, Local Arr.

Board Ex-Officios: Heather Boutell, Treasurer; Keith Reeves, Vendor/Sponsor;

Crusie Lucero, Diversity. (LJM: “Bridget & Tolly please come forward to introduce your Local Arrangements Committee”)

(Bridget & Tolly to introduce)

Sherri Avent Shannon Cross

Dana Kelly Monte Hickman

Janet Sain Kay Stroud

Casey Wallen

“Thanks to all of you for attending. This year would not have been a success with you!”

Attachment 27

“The Hospitality Suite (#2877) will be open immediately following this reception. My thanks Jackie Bell, USA Funds & Biz Daniel, National Education for sponsoring the Hospitality Suite.

Attachment 27

SCRIPT SUNDAY, FEBRUARY 12th, 2006

Opening Session

“A special thanks to Dr. Ora Wells, our Bagpiper, for providing us with a sound of North Carolina’s rich heritage.” “Will everyone please rise for the Presentation of Colors by the North Carolina A&T State University ROTC, following by the singing of the National Anthem by Bridget Ellis and Mike O’Grady.” (Color Guard Enters & National Anthem sung) (Remain standing & quiet until Color Guard has walked out) “Welcome to Greensboro, North Carolina, and the 43rd Annual Conference of the Southern Association of Student Financial Aid Administrators.” “The Chair wishes to introduce those seated at the head table beginning on my far left: Lisanne Masterson, Conference Chair Janet Sain, Immediate Past President

Tolly Tollefson, Vice President Sandy Neel, Secretary Brent Tener, President-elect/Parlimentarian And from my far right: XXX, Welcome Rose Mary Stelma, Will Introduce Keynote Speaker David Gelinas, NASFAA Chair Roger Reece, Keynote Speaker And I am Guy Gibbs, your 2005-06 SASFAA President.”

Attachment 27

“Our Conference theme this year is Financial Aid: Unmasked. In order for us to begin in the right frame of mind, I present to you some students from the North Carolina School of Arts for a special presentation.” (NC School of the Arts group to perform) “What a wonderful beginning to our conference! Thank you.” “The Chair recognizes XXX to offer an official welcome to North Carolina.” (XXX welcomes the conference body) “The Chair wishes to recognize other members of the Executive Board. Please stand when I call your name and remain standing:

Heather Boutell, Treasurer State Presidents Buddy Jackson, AL Ruth Strum, FL Shelley Park, KY Soraya Welden, MS Dana Kelly, NC Nancy Garmroth, SC Forrest Stuart, TN Brad Barnett, VA Committee Members Mike Hawkes, Agency Liaison Clark Aldridge, Finance & Audit Crusie Lucero, Diversity Erik Melis, Electronic Services Bill Spiers, Legislative Relations

Attachment 27

Paul Mittelhammer, Lender Liaison Juanita Russell, Membership April Kendrick, Newsletter Ron Gambill, Site Selection Susan Little, Special Projects Carol Mowbray, Special Projects Keith Reeves, Vendor/Sponsor Greg Martin, US Department of Education Liaison

“Thank you for all of your hard work this year on behalf of the Association.” “We have special guests in attendance with us at this conference. They are: David Gelinas, NASFAA Chair (Univ. of the South) Dan Mann, MASFAA President (Director of Financial Aid

at the University of Illinois at Urbana-Champaign) and Michael Rodriguez, NASFAA Rep at Large (Director of

Financial Aid at St. John’s College in Sante Fe NM) “The Chair wishes to recognize those persons attending the New Aid Officer’s Workshop earlier today. Please stand. They may be identified by the Valentine candy sticker on their name badge. Please help unmask the intricacies of financial aid for them. Thank you.” “Likewise, the Chair wishes to recognize those persons attending their first SASFAA Annual Conference. If you would please stand. They may be identified by the star sticker on their name badge. Please make them feel welcome. Thank you.” “The Chair now wishes to recognize those persons who have attended at least five Annual Meetings. Please stand.

Those attending at least ten, remain standing.

Attachment 27

Those attending at least fifteen, remain standing. Those attending at least twenty, remain standing. Those attending at least twenty-five, remain standing. Those attending at least thirty, remain standing. Those attending at least thirty-five, remain standing. [When you get down to 5 people, ask how many they have attended]. “We thank all of you for your continued support and commitment to SASFAA.”

“The Chair wishes to express gratitude for the hard work and hospitality shown by the North Carolina Association in hosting the conference this year. Will NCASFAA members please stand. They are designated with the smiley face stickers. Thank you.” “As a reminder, we ask that everyone turn their cell phones and pagers off during all sessions (general and concurrent) or set them to ‘silent’ as a courtesy to our presenters.” “The Chair recognizes (Bridget Ellis/Casey Wallen) for a brief introduction of the charity we will be supporting during this conference. We will have a more formal presentation during tomorrow’s luncheon.” (Bridget Ellis/Casey Wallen comes forward) “The Chair recognizes Lisanne Masterson, Conference Chair, to introduce her committee and provide a few program announcements.” (Lisanne)

Attachment 27

“The Business Meeting of the 43rd Annual Conference of the Southern Association of Student Financial Aid Administrators is called to order.” “The Chair recognizes Sandy Neel, Secretary, to present the Annual Conference minutes from last year.” (Sandy presents minutes – in conference packets) “Are there any corrections or additions to the minutes?” [PAUSE]. “Hearing none, the minutes are approved as distributed. Thank you, Sandy.” “The Chair recognizes Heather Boutell, Treasurer, to present the Treasurer’s Report. (Heather presents treasurer’s report – in conference packets) “Are there questions?” [PAUSE] “The Treasurer’s Report will be filed for audit. Thank you, Heather.” “The Chair recognizes Janet Sain, Immediate Past President, to present the Nominations & Elections Committee Report.” (Janet presents Nominations & Elections report) “Thank you, Janet. Janet has presented the report of the Nominations & Elections Committee.

“For the office of President-elect, the candidates are: Freida Jones and Lisanne Masterson.” “For the office of Vice President, the candidates are: Sandy Neel and Barry Simmons.”

Attachment 27

“For the office of Secretary, the candidates are: Deborah Byrd and Jeanne Homes.”

“The floor is open for nominations for the office of President-elect. Are there any nominations from the floor?” [PAUSE & REPEAT] “Hearing none, the Chair declares nominations closed.” “The floor is open for nominations for the office of Vice President. Are there any nominations from the floor?” [PAUSE & REPEAT] “Hearing none, the Chair declares nominations closed.” “The floor is open for nominations for the office of Secretary. Are there any nominations from the floor?” [PAUSE & REPEAT] “Hearing none, the Chair declares nominations closed.” “Janet, please come forward to present the candidates and the procedures for their candidacy statements.” (Janet – Introduces candidates) (Candidates will have 3-minutes each for a speech) (Janet will provide voting procedures and announce times) “The Business Session is now in recess until the Tuesday evening Banquet.” “We will have a formal introduction of our sponsors at Monday’s Luncheon, but the Chair encourages you to visit the vendor area, located in Guilford DEFG. Please show your appreciation for all they do.” “The Chair dismisses the Head Table, and call on Rose Mary Stelma to introduce our Keynote Speaker, Roger Reece.” (Rose Mary’s Introduction) (Roger Reece’s Presentation)

Attachment 27

“Thank you Mr. Reece (or Mr. Fuddwhacker)! Here is a small token of our appreciation for your participation in getting our conference started with a bang.” “The Chair wishes to thank College Foundation Inc as the Sponsor for tonight’s Keynote Speaker.” “Now, please join me in the Club Fifth Season for the President’s Reception – Co-sponsored by: Bank of America, and then remain for dancing/relaxing – Sponsored by: College Loan Corporation.” “Also, the Hospitality Suite (#2877) – Co-sponsored by: USA Funds & National Education -- will be open beginning at 10:00pm.”

Attachment 27

SCRIPT MONDAY, FEBRUARY 13th, 2006

Luncheon

“Welcome to our SASFAA Luncheon where we will have a presentation on our selected Charity as well as recognize the fantastic support from our Vendors/Sponsors. Special thanks to our Luncheon Sponsor: Chase.” “The Chair wishes to introduce those seated at the head table beginning on my far left: _____________________________________ Amy Berrier, Speaking on behalf of the Charity Bridget Ellis, Local Arrangements Co-Chair

Brent Tener, President-elect/Parlimentarian And from my far right: _______________________________ Keith Reeves, Vendor/Sponsor Chair And I am Guy Gibbs, your 2005-06 SASFAA President.”

“The Chair wishes to recognize all Past SASFAA Presidents for their loyalty to the Association, their commitment to the profession, and their continued support. Those in attendance are: Name, Year of Presidency (you’ll have a highlighted list) “Let us take a moment of silence so that we may honor those in SASFAA who have passed away since our last meeting, and also to give thanks in our own special way for our meal this afternoon.”

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“For those of you requiring a vegetarian or other special meal, please remind your server – although they are looking for those of you with the red heart sticker on your namebadge.” “Thank you and enjoy your meal.” (Lunch - ~30 minutes) “The Chair recognizes Bridget Ellis, Local Arrangements Co-Chair, for a presentation on our selected charity – the Victory Junction Gang Camp.”

(Bridget & Amy Berrier make presentation & show video) “This truly is a remarkable camp. Please give generously to this worthwhile charity by visiting the charity booth located [in/outside] the Exhibit Area.” “Special recognition is extended to our friends and colleagues whose on-going contributions enable SASFAA to offer invaluable services and other functions necessary for a successful conference. We sincerely appreciate your generosity and commitment to SASFAA.” “The Chair recognizes Steve Brooks, Executive Director of the NC State Education Assistance Authority for sponsorship of the Computer/PC Lab.” “Thanks is also extended to Rick Johnson, National Student Loan Program (NSLP), and Ken Garrett, American Student Assistance (ASA) for their sponsorship of the Hands-On Learning Lab. “The Chair recognizes Keith Reeves, SASFAA Vendor/Sponsor Chair, to recognize all of our sponsors at this conference.” (Keith to recognize sponsors by giving level)

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“Thank you for attending the Luncheon. Be sure to join us in Guilford B for our Federal Update with Jeff Baker and Carney McCullough, beginning at 1:30.” “The Chair recognizes Lisanne Masterson for any Conference Updates.” (Lisanne provides any updates, then closes)

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SCRIPT TUESDAY, FEBRUARY 14th, 2006

Banquet & Awards

“Welcome to the Banquet and Award Celebration. Special thanks to our Co-Sponsors for this banquet: EdAmerica & AmSouth Education Lending.” “The Chair wishes to recognize the Head Tables, beginning with Sub-Head Table from my far left: Sub-Head

Buddy Jackson, AL State President Ruth Strum, FL State President Suzanne Pittman, GA State President Shelley Park, KY State President Soraya Welden, MS State President Dana Kelly, NC State President Nancy Garmroth, SC State President Forrest Stuart, TN State President Brad Barnett, VA State President

Head Table (Far Left)

_____________________________ Heather Boutell, Treasurer

Sandy Neel, Secretary Brent Tener, President-elect/Parlimentarian And from my far right: Janet Sain, Immediate Past President Tolly Tollefson, Vice President David Gelinas, NASFAA Chair And I am Guy Gibbs, your 2005-06 SASFAA President.”

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“As a reminder, notify your server that you have a red heart sticker requiring a special meal. Enjoy your dinner.” (Dinner - ~30 minutes) “The Chair recognizes Bridget Ellis & Tolly Tollefson for an update on the SASFAA Charity.” (Bridget & Tolly give final total raised) “Thank you, SASFAA, for your generous hearts in making this dream a reality for so many youngsters.” “The Chair calls the Business Meeting back in session and asks Janet Sain to come forward with the election results.” (Janet gives report) “Is there a motion to destroy all ballots?” [PAUSE] “Is there a second?” [PAUSE] “Is there discussion?” [PAUSE] “All those in favor of destroying all ballots, signify by saying “AYE”. Those opposed, like sign. Motion carried.” “The Chair would like to thank ALL of the candidates for their willingness to run and to serve the members of the Association. Next year, SASFAA will be seeking candidates for the offices of President-elect, Vice President and Treasurer. All members are encouraged to be in thoughtful consideration of running for office.” “The Chair declares the Business Meeting in recess until tomorrow morning.”

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Officer Recognition “The Chair wishes to recognize the officers who have served the Association so admirably this year.” “Janet Sain is currently serving as the Immediate Past President of the Association, the culmination of a three-year term on the Board. Janet, please come forward. [Personal comments?] (Janet accepts) “Will Tolly Tollefson please come forward? Tolly has served the Association as Vice President this year, with the majority of her responsibilities yet to come since the weeklong New Aid Officer’s Workshop will not be held until June XXX on the campus of UNC-Asheville. Tolly, thank you for your hard work this year.” (Tolly accepts) “Sandy Neel, will you please come forward? Sandy has served ably the past 2 years as the Association’s secretary. She has done an excellent job, and your service to SASFAA is greatly appreciated.” (Sandy accepts) Special Awards “The NASFAA State and Regional Leadership Award is presented to individuals who have made outstanding contributions to the financial aid profession at the regional and state levels over a sustained period of time. “The individuals selected for this award must:

• Exhibit high integrity and character; • Have shown creative leadership; • Have inspired and encouraged others to participate

actively in professional development activities;

Attachment 27

• Have continued active involvement in professional organizations after holding elected office; and

• Have supported the goals and objectives of NASFAA” “The Chair recognizes David Gelinas, NASFAA Chair, to recognize SASFAA’s recipient of NASFAA’s Regional Leadership Award for 2005-06.” (David speaks briefly and presents award to Dave Cecil) “According to SASFAA Policy & Procedures, honorary membership shall be awarded to persons who have demonstrated outstanding service to SASFAA and to the student aid profession. These individuals who are no longer practicing financial aid professionals are nominated by any member of SASFAA and voted on by a majority vote of the Executive Board. The Chair wishes to recognize the following individuals and ask that they – or a designated individual – come forward:” XXX XXX “The SASFAA Distinguished Service Award is the highest award the Association bestows. Individuals receiving this award must have made outstanding, significant and meritorious contributions to the advancement of student financial aid. The nominee must be approved by two-thirds vote of the Executive Board. A listing of past recipients is listed in your program on page 38.” Who’s speaking? (David Gelinas, University of the South) (Clark Aldridge, Collegiate Funding Services)

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Recognitions “Special thanks go to Lisanne Masterson, our Conference Chair, and the ENTIRE Conference Committee, Local Arrangements Committee, and NCASFAA for a superb job of putting together this conference. They have spent countless hours and sleepless nights in planning this for us. Will the Conference Committee and Local Arrangements Committee, and NCASFAA Volunteers please stand?” “Crusie Lucero and her Diversity Committee have done an outstanding job, not only in helping plan some of the concurrent sessions, but in pulling off their Pathway to Leadership Luncheon. Our congratulations and thanks for a job well done this year.” “As a reminder, we will be having our NASFAA Update from our own David Gelinas, NASFAA Chair, and a Washington Update with Dr. Dallas Martin, President of NASFAA tomorrow morning at 9:00am in this room, along with our plated breakfast. You won’t want to miss it!” “You are invited to stay and dance to the wonderful music of The Embers. Thanks to our sponsor for the dance, EdSouth.

Attachment 27

SCRIPT WEDNESDAY, FEBRUARY 15th, 2006

Closing Session/Breakfast

“Welcome to our Closing Session & Breakfast. Special thanks to our Co-Sponsors for this event: Nelnet & Education Finance Partners.” “It is good to see many of you still with us this morning, and hope you enjoyed the festivities last night!” “The past several days seem to have flown by, but hopefully you will have found them packed with good information and time to network with your colleagues about current issues facing us.” “The Chair wishes to recognize the Head Tables, beginning from my far left:

Far Left David Gelinas, NASFAA Chair (Director of Financial Aid at

The University of the South) Brent Tener, SASFAA President-elect

Far Right Dr. Dallas Martin, NASFAA President And I am Guy Gibbs, your SASFAA President

“Let us bow our heads for a moment of silence.” “Enjoy your breakfast” (~20 minutes) “It gives me great pleasure to introduce our own David Gelinas, NASFAA Chair, for a NASFAA Update.”

Attachment 27

(David speaks ~15 minutes) “Thanks, David.” “SASFAA is fortunate to have the President of NASFAA choose to visit our Annual Meetings every year to provide us with a Washington Update. Dallas, welcome again to SASFAA, we look forward to hearing your words of wisdom.” (Dallas speaks ~30 minutes) “Thank you again for taking time out of your busy schedule representing all of us in Washington to be here with SASFAA this morning.” “The Chair calls the Business Meeting back in session. It is a privilege to present to you, your Presiden-elect, Brent Tener.” (Brent speaks ~5-10 minutes) (Guy returns to podium) “Is there motion to adjourn? Is there second? All those in favor, please say ‘Aye’. Those opposed, likewise. We are adjourned.” “Thank you for attending and please have a safe trip home. See you next February in Nashville!”

Attachment 28

Head Table Seating Assignments (Be There 10 Minutes Prior)

Sunday, February 12th – OPENING SESSION – 5:00pm Guy Gibbs Brent Tener Roger Reece Sandy Neel David Gelinas Tolly Tollefson Rose Mary Stelma Janet Sain Dana Kelly Lisanne Masterson

Monday, February 13th – LUNCHEON – 11:45am

Guy Gibbs Brent Tener Keith Reeves Amy Berrier Casey Wallen

Monday, February 13th – FEDERAL UPDATE – 1:30pm David Gelinas Carney McCullough Tuesday, February 14th – GENERAL SESSION – 10:30am Brad Barnett Stephen Bargatze Tuesday, February 14th – PATHWAY TO LEADERSHIP – 11:45am Crusie Lucero Anthony Bowles Zebulun Davenport Tuesday, February 14th – BANQUET – 7:00pm

Sub-Head Table: Buddy Jackson Dana Kelly Ruth Strum Nancy Garmroth Suzanne Pittman Forrest Stuart Shelley Park Brad Barnett Soraya Welden

Head Table: Guy Gibbs Brent Tener David Gelinas Sandy Neel Tolly Tollefson Heather Boutell

Attachment 28 Janet Sain

Wednesday, February 15th – CLOSING SESSION – 9:00am Guy Gibbs Brent Tener David Gelinas Dallas Martin

Attachment 29

Place your message here. For maximum i mpact, use two or thr ee sentences.

Guy Gibbs

SASFAA President

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Guy Gibbs

SASFAA President

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Tolly Tollefson

SASFAA Vice President

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Tolly Tollefson

SASFAA Vice President

Attachment 30

SASFAA Shirt Sizes Conference Committee:

Lisanne Women’s Medium Guy Men’s Large Shannon Women’s XL Anna Women’s Medium Deborah Women’s 2XL Michael Men’s XL Laura Women’s Large Rose Mary Women’s XL Bill Men’s XXL Janette Women’s XL Pat Women’s XL Janet Women’s Medium Bridget Women’s Small Tolly Men’s Medium Gary Men’s Medium Heather Women’s XL Keith Men’s Large Crusie Women’s Small

Executive Board: Brent Men’s Large Sandy Women’s XXL Buddy J. Men’s Large Ruth S. Women’s Medium Suzanne P. Women’s Small Shelley P. Women’s Medium Soraya W. Women’s Medium Dana K. Men’s XL Nancy G. Men’s XL Forrest S. Men’s XL Brad B. Men’s Large Mike H. Men’s XXL Clark A. Men’s Large Erik M. Men’s XL Bill S. Men’s Large Paul M. Men’s XL Juanita R. Women’s XXL April K. Women’s Large Susan L. Women’s Large Carol M. Women’s Medium Ron G. Men’s XL

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Professional Advancement: Chip Q. Men’s XL Bob G. --- Beth B. Women’s Medium Pat A. Women’s XL Andy W. Men’s Large Deborah B. Women’s XXL Bruce C. Men’s XL Leonard G. Men’s XL Searcy T. Women’s Medium Robin W. Women’s XL Michelle W. Women’s Medium Bill Z. Men’s XL Zita B. Men’s XXL Jackie B. Women’s Medium Todd S. Men’s Large Todd W. Men’s XL Anh Do Women’s X-Small

Recap: Women’s X-Small 1 Women’s Small 3 Women’s Medium 11 Women’s Large 3 Women’s XL 7 Women’s XXL 4 Men’s Medium 2 Men’s Large 9 Men’s XL 12 Men’s XXL 3 EXTRAS 1 Men’s Medium 1 1 Men’s Large 1 1 Men’s XL 1 1 Men’s XXL 1 TOTAL # SHIRTS 59 Shirt: French Blue Titan Twill Logo: State Outline – Darker Blue “SASFAA” – White

SASFAA ConferenceSpeakers/Comp. List

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Name Title Arrival Date Departure Date Mode of Tr. Airport Pickup Airport Dropoff Comp. Reg. Comp. Hotel Upgrade RoomGuy Gibbs President Thursday Wednesday Drive NA NA Yes Yes VIP Comp. SuiteBrent Tener President-elect Friday Wednesday Fly No Yes - w/ Pres. Comp. SuiteTolly Tollefson Vice President/LA CoFriday Wednesday Drive NA NA No Yes 1/2 Upgrade King/NSHeather Boutell Treasurer Thursday Wednesday Drive NA NA Yes Yes Upgrade DBL/NSSandy Neel Secretary Friday Wednesday Fly No DBL/NSLisanne Masterson Conf. Chair Thursday Wednesday Drive NA NA Yes Yes Upgrade Exec. Ste NSMichael Morgan 2007 Conf. Chair Thursday Wednesday Drive NA NA No Upgrade King/NSJanet Sain Hotel Liaison Thursday Wednesday Drive NA NA No Upgrade DBL/NSReeves, Keith Vendor/Sponsor Chr Thursday Wednesday Drive NA NA No Yes Upgrade King/NSRussell, Juanita Membership Chair Thursday Wednesday Drive NA NA Yes Yes Upgrade DBL/NSEllis, Bridget Local Arr. Co-Chair Thursday Wednesday Drive NA NA No Yes 1/2 Upgrade King/NSMelis, Erik Electronics Chair Friday Wednesday Fly No Upgrade King/NSLucero, Crusie Diversity Chair Friday Wednesday Drive NA NA No Upgrade DBL/NS

Roger Reece Keynote Speaker Saturday Monday Drive NA NA No Sa/Su VIP King/NSDave Gelinas NASFAA Chair Saturday Wednesday Yes Sa/Su/Mo/Tu VIP King/NSMichael Rodriguez InterRegion Vis. Yes VIP King/NSDan Mann InterRegion Vis. Sunday Wednesday Fly 11:55am DLT 5 1:45pm DLT 556Yes Su/Mo/Tu VIP King/NSDallas Martin NASFAA Pres. Wednesday Drive NA NA King/SmJeff Baker Fed. Update King/NSCarney McCullough Fed. UpdateZeb Davenport Leadership Speaker Monday Tuesday Fly 6:12pm United 77:24pm United 7Yes MoStephen Bargatze Diversity Speaker

Greg Martin DOE Yes No - Fed. Rate NoJamie Malone DOE Yes No - Fed. Rate NoRon Bennett DOE Sunday Monday Yes No - Fed. Rate No King/NSDan Klock DOE Yes No - Fed. Rate NoGinger Klock DOE Yes No - Fed. Rate NoJim Yoder Assist Ron Bennett Yes No No Yes No - Fed. Rate No

Dave Gruen Concurrent Session Monday Wednesday Fly NA NA No Mo/Tu No King/NSKathleen Smith Concurrent Session Sunday Monday Drive NA NA No Su No

5 VIPs10 Upgrades

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SASFAA Annual Conference – TENTATIVE AGENDA February 12-15, 2006

Financial Aid: Unmasked

Saturday, February 11, 2006

SASFAA Executive Board Meeting 8:00am-5:00pm Early Conference Registration 1:00pm-5:00pm

Sunday, February 12, 2006

New Aid Officers’ Workshop 8:00am-4:00pm State Presidents-elect Workshop 8:00am-3:00pm NCASFAA Hospitality 8:00am-5:00pm Conference Registration 9:00am-4:45pm Vendor Area Open 1:00pm-4:45pm Opening Session 5:00pm-7:00pm

Keynote Speaker: Roger Reece President’s Reception 7:00pm-8:30pm Dance/Socialize 8:30pm-


Conference Registration 8:00am-5:00pm NCASFAA Hospitality 8:00am-5:00pm Vendor Area Open 8:00am-11:30am & 3:00pm-5:00pm Continental Breakfast 8:00am-8:45am Polls Open 8:00am-4:30pm Computer Lab 8:00am-5:00pm Concurrent Sessions* 9:00am-10:00am Concurrent Sessions* 10:30am-11:30am Luncheon 11:45am-1:00pm General Session: Federal Update 1:30pm-3:00pm Concurrent Sessions* 3:30pm-4:30pm BINGO 9:00pm-11:00pm

Tuesday, February 14, 2006 – Valentine’s Day Conference Registration 8:00am-11:30am NCASFAA Hospitality 8:00am-5:00pm Vendor Area Open 8:00am-10:15am & 1:30pm-3:45pm Polls Open 8:00am-3:00pm Continental Breakfast 8:00am-8:45am Concurrent Sessions* 9:00am-10:00am General Session 10:30am-11:30am

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Lunch On Your Own 11:30am-1:30pm Pathway to Leadership Lunch

Professional Advancement Comm. Lunch Legislative Committee Lunch Past SASFAA President’s Lunch Concurrent Sessions* 1:30pm-2:30pm Concurrent Sessions* 3:00pm-4:00pm State Meetings 4:15pm-5:00pm Social Hour 6:00pm-7:00pm Banquet & Awards 7:00pm-9:00pm Dance – “The Embers” 9:00pm-1:00am

Wednesday, February 15, 2006 – School Spirit Day! Breakfast & Closing S ession 9:00am-11:30am Dave Gelinas, NASFAA Update Dallas Martin, Washington Update

*Concurrent Session Topics Student Services Financial Literacy Keys to Successful Financial Aid Awareness Events “Has Someone Taken Over Your Good Name?” (Identity Theft) Helping Students Help Themselves (Get out of the Office & Get Online) FAO Nuts & Bolts Successful Work Study Programs: Insights & Practices Reauthorization: The Affects By Institution Type IRS Filing Requirements (i.e. What FAAs are “obligated” to know) Educational Benefits for Veterans (incl. 1607) Developing a Policy & Procedures Manual Ethics in Financial Aid (panel) Disasters: A Fin Aid Perspective, Institutional Policy, Dealing w/ Aftermath Promising Practices for Administering Diversity-Based Aid Consolidation Update & Title IV Debt Reduction Best Practices Verification: In-Depth Tax Analysis; Business Value/S-Corps/Self-Employment; FA Liability Default Aversion/Prevention: Managing Your Cohort Default Rate Looking Beyond AGI When Determining Need-Based Aid (Hidden Income) Why Is a Diverse Student Population Important Default Profiling Creating/Evaluating a Lender/Guarantee List: Stafford, PLUS, & Alternative Loans Financial Planning/Debt Management/Alternative Loans Undocumented Parents Unmasking Personal Prejudices/Biases in PJ The College-Going Demographics

Attachment 32

Staffing/Management/Personal Put PEP in Your Step (stress, time, email mgmt) Developing Leadership Skills: Whale Done Peer Counseling Situational Leadership Proactive Enrollment Management & Retention The NASFAA Staffing Module Communications The Multi-Generational Workplace An Integrated Scholarship Program (connecting donors w/ recipients, …) “What Happens When…” – Teaching the Academic Community about Financial Consequences

of Academic Decisions Increasing FA Visibility and Impact on Campus Communicating With A Diverse Student Population Dealing with Difficult Co-Workers Dealing with Difficult People Processing Software Products & the Revolution of FA Technology Analyzing FA Data/Institutional Research Creating a FA Annual Report (what to include, how to interpret it…) Fed Sessions Managing the Conflicting Information Resolving C Codes R2T4 NSLDS: Data Conflict Resolution NSLDS: How To Use It More Effectively Top 10 Compliance Issues/Hot Topics Tools For Schools – FSA Assessment, ISIR Analysis, Verification Tool, IFAP How To Survive A Program Review New Bankruptcy Laws & Disability Common Origination & Disbursement Classes That Count Toward (Not Degree-Seeking, Dual, Correspondence., Telecommunications)

Attachment 33

Tentative Agenda for SASFAA Conference “SASFAA 2003 – Reflections of the Past, Present & Future”

Adam’s Mark Hotel & Resort Jacksonville, Florida

Friday – February 21, 2003 9:00am - 12:00pm Local Arrangements Meeting 2:00pm - 5:00pm State Presidents' Meeting 2:00pm - 5:00pm Conference Committee Meeting Saturday - February 22, 2003 TBA Golf Tournament 8:00am - 5:00pm SASFAA Board Meeting 9:00am - 12:00pm Conference Committee Meeting 12:00pm - 5:00pm FASFAA Hospitality/Commuter Suite 1:00pm - 5:00pm Conference Registration 5:30pm – 7:00 pm President’s Appreciation Reception (by invitation only) Sunday - February 23, 2003 8:00am - 12:00pm Vendor Set-Up 8:00am - 4:00pm New Aid Officers’ Workshop 8:30am - 3:00pm State Presidents-Elect Meeting 8:30am - 5:00pm FASFAA Hospitality/Commuter Suite 8:30am - 5:00pm Computer Lab 9:00am – 5:00pm Conference Registration (closed 12noon-1pm) 12:00pm – 4:45pm Vendor Exhibits Open 5:00pm - 6:30pm Opening Session /Entertainment

Keynote Speaker – Stan Frager, Ph.D 7:00pm - 11:00pm President's Reception at the MOSH Monday - February 24, 2003 School Pride Day 7:00am - 8:15am Continental Breakfast 8:00am - 3:00pm Conference Registration (closed 12noon-1pm) 8:00am - 5:00pm Polls Open 8:00am - 5:00pm Computer Lab – open for DOE training and E-mail 8:00am - 5:00pm FASFAA Hospitality/Commuter Suite 8:00am - 5:00pm Vendor Exhibits Open (closed during General Session) 8:30am - 10:00am Federal Update and Q&A 10:00am - 10:30am Break 10:30am - 11:45pm Concurrent Sessions – DOE track 12:00pm - 1:45pm Luncheon with Speaker, Entertainment, NASFAA Update 1:45pm - 3:00pm Concurrent Sessions – DOE track 3:00pm - 3:30pm Break 3:30pm - 4:45pm Concurrent Sessions – Mgt, Diversity, New Aid Officers, Technical tracks 5:00pm - 6:00pm First Time Attendees/New Aid Officers Reception (by invitation only) 6:00pm - until Dinner on your Own 9:00pm – 12pm Diversity International Dessert and Beverage Gala and Dance 9:00pm – 12pm BINGO Tuesday - February 25, 2003 7:00am - 8:45am Continental Breakfast

Attachment 33

8:00am - 12:00pm Polls Open (Last chance to vote) 8:00am - 3:30pm Vendor Exhibits Open 8:00am - 5:00pm FASFAA Hospitality/Commuter Suite 8:00am - 5:00pm Computer Lab – DOE training and E-mail 9:00am - 10:00am Diversity Session – Special Guest 10:00am - 10:30pm Break 10:30am - 11:45am Concurrent Sessions – Mgt, New Aid Officers, Diversity, Technical tracks 11:45am - 2:00pm Lunch on your own 11:45pm - 2:00pm Diversity Leadership Luncheon with Speakers (By invitation only) 12:00pm - 2:00pm Past Presidents' Luncheon 12:00pm - 2:00pm Nominations & Elections Committee Meeting/Luncheon 12:00pm - 2:00pm Professional Advancement Committee Meeting/Luncheon 2:00pm - 3:00pm State Meetings 3:00pm – 3:30pm Break 3:30pm - 4:30pm Business Resource Network Sessions 5:00pm - 6:00pm Vendor/Sponsor Reception 7:00pm - 9:00pm Banquet /Entertainment – Local Talent 9:00pm - 1:00am Ruby Red Semi-Formal Ball (Wear your Finery) Wednesday - February 26, 2003 9:00am - 11:00am Breakfast /Closing Session Washington Update Reauthorization Panel 11:00am Adjournment 12:00pm - 2:00pm Conference Committee Transition Meeting/Lunch

Tentative Concurrent Session Topics

HBCU Roundtable COD Ensuring Program Integrity: Using Dept. Websites FSA Assessment Modules Direct Loan Update Default Management Tool NSLDS Distance Education R2T4 INS and Student Eligibility FSA Title IV Compliance Issues Web Financial Aid 24/7 Taming the Paper Tiger-Imaging Communicating with the Millennium Student MS Office and PC Basics in a SFA Environment Your PC, Hackers, Viruses-How to Protect Your Office Financial Aid & Its Future in Enrollment Services Options for Independent Students at Private Institutions Ethics for Graduate and Professional Schools Project Meteor The Rising Costs of College Education Interactive Need Analysis Tribal Colleges NASFAA Training Time Management Module

Attachment 33

Federal Work Study The Magic of Situational Leadership Alternative Loans Federal Regulations and Congressional Activities Loan Consolidation

Attachment 4

SASFAA Board Meeting June 9, 2006


The 43rd Annual SASFAA Conference was held at the Sheraton Four Seasons in Greensboro NC, February 12-15, 2006. The conference theme, “Financial Aid: Unmasked” represented how we could unmask the financial aid process for students & families, the federal regulations & interpretations for us, our offices on our own campuses, and the multitude of masks we wear personally & professionally. There were approximately 875 in attendance, and appears to have been a huge success. The conference committee worked extremely hard to put together a conference of this quality from general session speakers, to concurrent session speakers, to entertainment – managing all of the “minor” details to perfection in order to enhance the conference experience for all of those attending. This has been the best committee with whom I have had the pleasure to work – they deserve mountains of credit! Copies of the generic evaluation results have been distributed along with this report. A more detailed accounting of descriptive responses has been given to next year’s President and Conference Chair. Overall, the conference received excellent evaluations on the quality & variety of sessions, special events, and facilities. The most surprising result was “Conference Meals” with almost 85% of the respondents saying the meals were ‘above average’ or ‘excellent’! On a fiscal note, the Conference Committee budget is currently UNDER budget for the year; however, there are still some items that have not yet been finalized. A personal goal for the year was to create a “generic” conference chair handbook to outline specific details, timelines, suggestions, and basic information to be passed on from year to year. The notebook will contain sections on Generic Information (Bylaws, Policy & Procedures, Past Conference Themes, Conference Sites, etc.), Finance (budgeting, reimbursement, contracts, etc.), Reports (board & committee meetings, newsletter, annual report, etc.), Electronics/Utilities (web, committee listserv, conference calls, AV, etc.), Conference Committee (selection, responsibilities, assignments, meetings, etc.), Conference (agenda, printing, exhibits, registration, invitations, VIPs, etc.), and Hotel (facility, food, AV, contacts, etc.). It will provide a written description as well as hard copy, diskette, and CD of sample documents. RECOMMENDATION:

In order to properly manage the Conference budget as well as providing SASFAA with a more accurate record of actual committee responsibilities & expenses, I recommend that all committee-related expenses that occur during Conference be reflected within that committee’s budget.

Submitted, Lisanne Masterson 2005-06 SASFAA Conference Chair

Attachment 5

SASFAA Conference Committee Meeting Sheraton Four Seasons

Greensboro, North Carolina July 23-25, 2005

SATURDAY, JULY 23, 2005 Augusta B 1:00 pm Welcome and Introductions Conference Committee Listserve 1:30 pm Review and Discussion of 2005 Conference Evaluations Brainstorming Ideas 2:45 pm Break

Sponsored by Nellie Mae Victoria C 3:00 pm Hotel Tour 4:00 pm Review of Hotel Contract Budget Committee Assignments - Volunteers Tentative Conference Agenda 5:00 pm Hospitality – Suite _____

Sponsored by National Education 6:30 pm Dinner – Meet in Hotel Lobby Sponsored by Citibank SUNDAY, JULY 24, 2005 Augusta B 9:00 am Continental Breakfast Victoria B Sponsored by Regions Bank 9:30 am Tentative Conference Agenda 10:00 am Committee Tasks Publicity/Signage Publications/Printing Special Events Audio-Visual Electronics 10:45 am Break Sponsored by SunTrust

Attachment 5

11:00 am SASFAA Executive Committee President Guy Gibbs Treasurer Heather Boutell Immediate Past President Janet Sain -- Voting Diversity Chair Crusie Lucero Vice President Tolly Tollefson New Aid Officers 11:30 am Committee Tasks, continued Local Arrangements Hotel Liaison Vendor/Sponsors 12:00 Noon Lunch Victoria B Sponsored by Education Finance Partners 1:00 pm Committee Tasks, continued

General Sessions Concurrent Sessions/Moderators Dept. of Education Sessions Evaluations 3:00 pm Break Sponsored by Nellie Mae 3:15 pm Committee Tasks, continued 5:00 pm Hospitality – Suite __________ Sponsored by National Education 6:00 pm Dinner – Meet in Hotel Lobby Sponsored by College Foundation Inc. MONDAY, JULY 25, 2005 Blue Ashe 9:00 am Continental Breakfast Victoria B Sponsored by Regions Bank 9:30 am Committee Meeting Wrap-Up Operational Calendar Homework 11:00 am Adjourn Next Meeting: October 7-9, 2005 Charlotte

Attachment 5

Attachment 6

SASFAA 2006 Conference Committee Meeting October 7 - 9, 2005

Hilton Charlotte University Place

AGENDA Friday, October 7, 2005 Fountainview Room

3:00pm Welcome

Review Agenda Conference Logo/Theme

3:15pm Review Conference Master Schedule 4:30pm Break Sponsored By: First Horizon Student Loans 4:45pm Reports: Treasurer Heather Boutell Voting Janet Sain

Hotel Liaison Janet Sain 6:00pm Working dinner – Concurrent Session Discussion Sponsored By: SunTrust/Nelnet 7:30pm Wrap-Up

Saturday, October 8, 2005 Walden Room

7:30am Continental Breakfast Sponsored By: AmSouth Bank Education Lending 8:00am Reports: DOE Sessions Shannon Cross

Publicity & Signage Anna Zawisza Concurrent Sessions/Moderators Pat Kelly Publications & Printing Laura Diven-Brown 10:00am Break Sponsored By: First Horizon Student Loans 10:15am Reports: General Sessions/VIPs Rose Mary Stelma Special Events Deborah Clark Electronics Janette Overton 12:00pm Lunch

Sponsored By: Edamerica

Attachment 6

1:00pm Reports: Diversity Crusie Lucero Local Arrangements Bridget Ellis

2:15pm Break Sponsored By: First Horizon Student Loans 2:30pm Reports: Audio-Visual Bill Whitlock Vendor/Sponsor Chair Keith Reeves Vendor/Sponsor Liaison Gary Mann Evaluations Michael Morgan 3:30pm Miscellaneous Items Bags/Padfolios School Spirit Day? Committee Identification? State Banners? Off Site Info? Extra Meal Tickets? One Day Registration? 5:00pm Recess 6:30pm Dinner – Off Site Sponsored By: College Loan Corporation

Saturday, October 9, 2005 Walden Room

7:30am Continental Breakfast Sponsored By: AmSouth Bank Education Lending 8:00am Review & Wrap-Up Calendar/Timeline Conference Call? February Arrival/Duties Shirt Sizes 10:00am Adjournment

Attachment 7

Conference Call Agenda – December 14, 2005

1. Sessions/Speakers/Descriptions Great Job! Review Spreadsheet Final Call for Special Times Bill – I’ll add AV column Janet – which room will be tabletop? Repeat sessions? Grad/Prof. school sessions?

2. Printing - Laura

Guy is composing our letter Letters from officials? LJM – Bd, Comm, Dates, Awds, PSP, Dist. Srvc Conference Reminders – LJM, Deborah, Janette, Janet, Keith, LA Hotel Info & Map – Janet Speakers – Rose Mary & Crusie Cyber SASFAA – Janette Vendor Booth Assignments & Layout – Keith Sponsor Section – Gary/Keith 2007 Conference Ad - Michael

3. Committee Member Updates

Shannon – DOE Anna – Publicity & Signage (Web, Signs, Table Tents, Media?) Deborah – Special Events, Entertainment Michael – Evaluations, Daily News, Ribbons Rose Mary – VIPs (who, arrangements, gifts) Bill – AV Janette – Electronics Pat – Moderators Janet – Rooms, Meals, Outside Events, Comps Bridget & Tolly – LA, Charity, Transp., NAO Gary – Info for program, Sponsored Activities (Anna) Heather - # Regis, NAO, Leadership Luncheon Keith – V/S Crusie - Diversity

4. General Update Padfolios Shirts Chronicles of Higher Ed to distribute Janet – Comps State Banners State Listservs – KEY!

Attachment 8

SASFAA 2006 Conference Committee Meeting February 10, 2006

Sheraton Four Seasons -- Greensboro NC

AGENDA 2:00pm Welcome Back to Greensboro! Review Master Schedule 2:45pm Reports: Hotel Liaison Janet Sain Voting Janet Sain Treasurer Heather Boutell Vendor/Sponsor Keith Reeves Diversity Crusie Lucero New Aid Officers’ Training Tolly Tollefson Local Arrangements Bridget Ellis & Tolly Tollefson 3:30pm Break Sponsored by: KHEAA & The Student Loan People 3:45pm Reports: General Sessions/VIPs Rose Mary Stelma

Publications & Printing Laura Diven-Brown Publicity & Signage Anna Zawisza DOE Sessions Shannon Cross Concurrent Sessions Pat Kelly Electronics Janette Overton Audio-Visual Bill Whitlock Special Events Deborah Clark Evaluations/Daily Updates Michael Morgan 4:30pm Conference Duties Manning of Conference Headquarters Concurrent Sessions – Assist Bill Events Expected to Attend: President’s Appreciation Reception Opening Session Monday Continental Breakfast for NAO/1st Timers Banquet Conference Committee Transitional Lunch 4:45pm Announcements Dinner – Sponsored by EdSouth, 6:30pm Saturday – Continental Breakfast & Lunch 5:00pm Adjournment

October CC Mtg Detail Attachment 9

Committee Member Room Preference Travel Arr. Time Dep. TimeLisanne Masterson Double/NS - Fri/Sat CarGuy Gibbs King/NS - Fri/Sat. Flight 1:03pm 2:05pmShannon Cross Double or King/NS - Fri/Sat. Flight 11:56am 11:01am DeltaAnna Zawisza King/NS - Fri/Sat. Flight 11:45am 12:55pm US Air Car RentalDeborah Clark King/NS - Fri/Sat. CarMichael Morgan King/NS - Fri/Sat. CarLaura Diven-Brown King/NS - Fri. ONLY Flight 12:11pm 4:50pm SAT NorthwestRose Mary Stelma Double or King/NS - Fri/Sat. CarBill Whitlock Double or King/NS CarJanette Overton Double or King/NS CarPatricia Kelly Double or King/NS - Fri/Sat. CarJanet Sain* King/NS - Fri/Sat. CarBridget Ellis Double or King/NS - Fri/Sat. CarTolly Tollefson Not Attending NAGary Mann Double/NS - Fri/Sat CarHeather Boutell* King/NS - Fri/Sat. Flight 1:08pm 12:40pm DeltaKeith Reeves King/NS - Fri/Sat. CarCrusie Lucero Double or King/NS - Fri/Sat. Flight 3:02pm G'boro Delta

*Duplicate Name W/ Other Committee

sasfaa conference committee · 2012. 7. 9. · included on postcard. coordinate with others, as...

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