David Bartlett and Byron Scott | Nov. 2012

U.S. Department of Education

2012 Fall Conference

Foreign Schools Orientation to the FSA Conference

Session 33

Who Attends the Conference?

• School Owners/Presidents• Financial Aid Administrators• Admission Officers• Bursars/Billing Officers• Loan Servicers• Senior ED Officials • Private Auditors/Accountants

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Daily Expectations…

• Morning coffee and tea• Lunch on your own• Announcements/updates in General Sessions• Noticeboard in registration area

Logistical Tips

• Plan smart for General Sessions• Check location of your next session• Have back-up choices• Consider 2nd or 3rd session offering• Wear comfortable shoes

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Logistical Tips

• New this year - there will no designated lunch periods or breaks times. We are leaving it up to you to schedule your day

• Breakout session topics offered multiple times

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2012 Schedule Builder

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Need Help?

• ED Staff • Red Shirts• Blue Ribbons on name badges

• Send questions to: fsaconferences@ed.gov • Follow the conference on Twitter @FSAconf

using hashtag #FSAconf12 • Write a hand written question and drop it in the

box at registration

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Resources

• Resource Center and E-mail Kiosks• ED staff can answer your questions about websites, electronic

processes• Foreign School staff to answer your particular questions• Computers to check your e-mail• View & order free publications at Resources for Students

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Session Planning

• Read the session descriptions in program to assess if it is for you – don’t depend on agenda

• Have a backup plan for each timeslot• Hands-On sessions fill up quickly

Arrive at least 15 minutes earlyNo food/drink allowed in Hands-On sessions

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General Sessions

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Welcome and Federal Update• GS1. Welcome & Federal Update• During this session, the panel will present up-to-date information on a

number of Department of Education activities and initiatives. Some topics will include negotiated rulemaking and Title IV program appropriations.

• Day 1, 8:30 a.m., Peabody Grand & Windermere Ballrooms, Convention Level

Town Hall• GS2. Town Hall• This session offers attendees an opportunity to ask questions of senior

staff on issues related to the federal student aid programs.• Day 4, 8:30 a.m., Peabody Grand & Windermere Ballrooms, Convention

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Foreign School Session34. Foreign Schools Update and Q&A• This session will communicate any new guidance to foreign school

partners on topics specific to the FS audience. Ample time will be provided after the update portion of the session for question and answers with FSA subject matter experts.

• Day 2, 5:00 p.m. – 6:00 p.m. Barrel Spring

35. Foreign Schools Medical, Veterinarian, & Nursing Update• This session will provide updated guidance on the administration of

these specific regulations. An adequate amount of time will be allowed in the design of this session to allow a question and answer period with subject matter experts from the Foreign Schools Team.

• Day 2, 1:30 p.m. – 2:45 p.m. Barrel Spring

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Foreign School Sessions36. Foreign Schools Cash Management• The session will provide a refresher on the basics of cash management

and disbursement rules for foreign schools. This session will also demonstrate the process of entering funding requests and returning funds to ED using the electronic refund process in the G5 system.

• Day 1, 1:30 p.m. – 2:45 p.m. Barrel Spring

37. Foreign Schools Consumer Information• Consumer information is required of all Title IV eligible institutions and

foreign schools are also required to provide consumer information to prospective and current U.S. students. This session will describe the necessary communication and the timeframes upon which it needs to be delivered to students as well as the requirements of reporting to FSA.

• Day 1, 3:00 p.m. – 4:15 p.m. Barrel Spring

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Foreign School Sessions

38. Foreign Schools Satisfactory Academic Progress

• Foreign schools must have a satisfactory academic progress (SAP) policy and it may need to be updated based upon changes from recent regulations. This session will be created at a basic level to assist foreign schools in creating their own SAP policy or to boost their policy to include new provisions of recent regulatory changes.

• Day 1, 10:30 a.m. – 11:45 a.m. Barrel Spring

39. Foreign Schools Return of Title IV Funds (R2T4)

• When a U.S. student ceases attendance at a Title IV eligible institution, the institution is required to complete a return of Title IV funds calculation. Since foreign schools have a relative low number of withdrawals, this calculation will be presented at a basic level and a hand calculation using FSA provided forms will be demonstrated.

• Day 2, 9:00 a.m. – 10:15 a.m. Barrel Spring

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Foreign School Sessions

40. Hands-On FSA Assessments for Foreign Schools

• This session will present the FSA Assessment tool. A tour of the assessments will be presented and the foreign school participants will be given the opportunity to use the FSA Assessments to complete lessons that will aid them in using the tool.

• Day 2, 10:30 a.m. – 11:45 a.m. Manatee Spring Room

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Other Hands-On Sessions19. Hands-On NSLDS

This session is an introduction to the basic functionality of the NSLDS website. Topics covered include loan and grant history, enrollment reporting, transfer monitoring, reports, and other useful features of the NSLDS website.

• Day 1, 2:00 p.m. – 3:15 p.m. Manatee Spring • Day 2, 1:30 p.m. – 2:45 p.m. Manatee Spring • Day 3, 11:00 a.m. – 12:15 p.m. Manatee Spring • Day 3, 3:00 p.m. – 4:15 p.m. Manatee Spring

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Reconciliation16. Title IV Reconciliation

This session will present an overview of key areas in the funding and reconciliation processes for all Title IV Aid programs. Tips, tools, and resources will be explored to assist your school in meeting your responsibilities for timely and accurate accounting of all Title IV Aid funds. We will also cover the inter-relationships between the Financial Aid and Business Offices and the need for internal reconciliation and reconciliation to the Department’s records. In addition, we will examine a new Direct Loan and TEACH Grant reconciliation report available to schools beginning March 2013.

• Day 2, 9:00 a.m. – 10:15 a.m. Plaza International Ballroom H-K • Day 2, 3:00 p.m. – 4:15 p.m. Plaza International Ballroom H-K • Day 3, 12:30 p.m. – 1:45 p.m. Plaza International Ballroom D-G • Day 4, 11:00 a.m. – 12:15 p.m. Peabody Grand Ballroom R

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Loan Servicing14. Federal Loan Servicer Panel Discussion • Day 1, 11:00 a.m. – 12:15 p.m. Plaza International Ballroom H-K • Day 2, 9:00 a.m. – 10:15 a.m. Peabody Grand Ballroom R • Day 3, 12:00 p.m. – 1:15 p.m. Peabody Grand Ballroom S-V • Day 4, 10:30 a.m. – 11:45 a.m. Plaza International Ballroom D-G

15. Federal Loan Servicing Update • Day 1, 3:30 p.m. – 4:45 p.m. Plaza International Ballroom D-G • Day 2, 12:30 p.m. – 1:45 p.m. Peabody Grand Ballroom R • Day 3, 9:00 a.m. – 10:15 a.m. Peabody Grand Ballroom S-V • Day 3, 3:00 p.m. – 4:15 p.m. Peabody Grand Ballroom S-V

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Default Information12. Developing Effective Mandatory and Voluntary Default Management Plans • Day 1, 10:30 a.m. – 11:45 a.m. Orlando Ballroom L-N • Day 2, 3:30 p.m. – 4:45 p.m. Windermere Ballroom Y-Z • Day 3, 12:30 p.m. – 1:45 p.m. Peabody Grand Ballroom R • Day 4, 12:00 p.m. – 1:15 p.m. Windermere Ballroom W-X

13. Default Aversion Activities • Day 1, 2:00 p.m. – 3:15 p.m. Orlando Ballroom L-N • Day 2, 12:30 p.m. – 1:45 p.m. Windermere Ballroom Y-Z • Day 3, 3:00 p.m. – 4:15 p.m. Plaza International Ballroom H-K • Day 4, 10:30 a.m. – 11:45 a.m. Plaza International Ballroom H-K

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Other Sessions of Interests9. Loan Counseling Tools

One stop shop for all loan counseling needs is coming to a website near you…StudentLoans.gov! Entrance, Exit, and Financial Awareness Counseling will all have Web-based interactive modules designed to help students understand their financial aid obligations, provide tips and tools to manage their finances, and chose the best repayment plan for their circumstances.

• Day 1, 10:30 a.m. – 11:45 a.m. Plaza International Ballroom D-G • Day 2, 9:00 a.m. – 10:15 a.m. Windermere Ballroom W-X • Day 3, 2:00 p.m. – 3:15 p.m. Peabody Grand Ballroom R • Day 4, 10:30 a.m. – 11:45 a.m. Orlando Ballroom L-N

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Other Sessions of Interests

26. FAFSA & Application Processing Update

The session will provide an overview of the 2013-14 Free Application for Federal Student Aid and update of related application processing changes.

• Day 1, 2:00 p.m. – 3:15 p.m. Windermere Ballroom Y-Z • Day 2, 9:30 a.m. – 10:45 a.m. Peabody Grand Ballroom S-V • Day 2, 3:30 p.m. – 4:45 p.m. Peabody Grand Ballroom S-V • Day 3, 10:30 a.m. – 11:45 a.m. Peabody Grand Ballroom S-V

30. Your Role in Helping FSA Prevent Identity Fraud Federal Student Aid receives numerous breach reports annually from colleges and universities. In investigating these incidents, the Department of Education discovered that the underlying motive in some cases was the theft of PII data in order to commit fraud. This important session will focus on some of these fraudulent activities, let you know what to do in the event of a data breach, and give FAAs valuable tips on protecting PII data.

Day 1, 12:30 p.m. – 1:45 p.m. Peabody Grand Ballroom S-V Day 2, 3:00 p.m. – 4:15 p.m. Peabody Grand Ballroom R Day 3, 3:30 p.m. – 4:45 p.m. Peabody Grand Ballroom R

Other Miscellaneous Sessions

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Don’t Forget to….

Visit the Resource

Center

Ask Questions

Enjoy the Camaraderie

Make New Contacts

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QUESTIONS?