Conference Presentation Archives

NCASFAA 2017 Spring Conference Presentations

The table below lists the sessions presented at the 2017 Spring Conference. The presentations and accompanying samples, letters, etc., can be downloaded by clicking on the icons in the right column.

 PDF document
Microsoft Powerpoint Document

Presentation Title Presenter(s) Document
2017-18 Verification Bruce Honer
A Practical Approach to a Comprehensive Default Program Ryan James Bonner
Administering Adds, Drops, and Withdrawals Bruce Honer
Around the COD System in 80 Minutes Wood Mason
COD Update Wood Mason
Conflicting Information: Including New 399 C-Flag Bruce Honer
Direct Loan 101 Wood Mason
FA Self-Service for Community Colleges Lisa Koretoff
Jason Johnson
Federal Update Bruce Honer
Game–Changing Award Letters Anthony Spano
Managing Debt, Delinquency, And Default Nicki Spang
Meeting Facilitation: Turn Hate to Love Julie Hartmann
Money Talks? Continuing the Conversation Between High School Counselors and Financial Aid Offices  
Program Review Essentials and the Top 10 Compliance Findings Bruce Honer
RDS and State Grant Portal Update Shannon Byers
Traci Mitchell
Student Consumer Information Amy Berrier
Leigh Ann Hussey
The Veteran Student's Re-Entry Experience and Financial Aid's Role Rachel Cavenaugh
Michael O'Grady
Time Management For the Overworked & Overwhelmed Julie Finn
Title IV Reconciliation Wood Mason
Would You Read Your Own Website? Dan Dreves

NCASFAA 2016 Fall Conference Presentations

The table below lists the sessions presented at the 2016 Fall Conference. The presentations and accompanying samples, letters, etc., can be downloaded by clicking on the icons in the right column.

 PDF document
Microsoft Powerpoint Document

Presentation Title Presenter Document
2017-2018 Application Processing David Bartnicki
2017-2018 Verification David Bartnicki
8 Big Ideas for Student Retention George Covino
COD Update Wood Mason
Federal Update David Bartnicki
Finding Balance: Improving Your CDR in a Changing Financial Climate to Cultivate Student Success Monica Stam
Foolproof Organization Tips for Your Financial Aid Office Nick Jenkins
Rick Dwyer
It's "A Loan," not "Alone!" - Let's talk about Counseling and Financial Literacy Rose Mary Stelma
Lunch and Learn - Did you know that CFI does this? Shera Hube
Lunch and Learn Presentation - SALT Casey Wallen
Managing and Reconciling Title IV Funds Wood Mason
Managing Up Julie Finn
One Stop Shops...and Flops Bruce Blackmon
Robert Muhammad
Michael O'Grady
PLUS Loans A to Z Wood Mason
R2T4 and Modular Programs David Bartnicki
Reporting and Adjusting Direct Loan Data & SULA Wood Mason
School Counselors and the Financial Aid Process  
State Top 5 Program Review Findings Chanteé Favors
Cheryl Sauls
State Update Elizabeth McDuffie
Successfully Nagivating the Multi-Generational Workplace  
The Communication Pipeline - Reaching Students With Your FA Message Crystal Smith
Top Ten Compliance Concerns David Bartnicki



NCASFAA 2016 Spring Conference Presentations

The table below lists the sessions presented at the 2016 Spring Conference. The presentations and accompanying samples, letters, etc., can be downloaded by clicking on the icons in the right column.

 PDF document
Microsoft Powerpoint Document

Presentation Title Presenter Document
Keynote Speech - Purpose Indeed! The Importance of Higher Education Michael Johnson
2016-17 Verification David Bartnicki
Advocacy & You Megan McClean Coval
COD Update Wood Mason
Datatel Update Brandi Massey
Karen Britt Statler
Direct Loan Data and SULA Wood Mason
Developing and Maintaining an Office Operational Calendar Nathan R. Basford, Jr.
FAFSA Timeline - High School Perspective  
Federal Taxes and Verification Jim Briggs
Federal Update David Bartnicki
Financial Aid Self Service for Colleague Karen Britt Statler
Joel Brubaker
Brandi Massey
Financial Aid's Collaborative Role in Persistence and Retention Anthony Jones
Mike O'Grady
Gainful Employment Overview David Bartnicki
Leaving Your Mark Michael Farris
Joey Trogdon
Nathan Basford
Lunch and Learn - A Practical Approach to a Comprehensive Default Program Ryan James Bonner
Lunch and Learn - Creating Better Prepared, Better Informed Students and Alumni  
Lunch and Learn - Gettings It All Done - CFI Can Help! Rose Mary Stelma
Julie Hartmann
Lunch and Learn - StudentForms Demo Screenshots  
Lunch and Learn - with Great Lakes  
Maintaining Institutional Eligibility: Recertification Updates and Changes David Bartnicki
Making Direct Loans Work For You Wood Mason
Mitigating Fraud Risks Kori Smith
NASFAA Federal Update Megan McClean Coval
NCASFAA 50th Anniversary  
North Carolina State Grants Update  
PLUS Processing A to Z Wood Mason
Policy Measures on the Horizon Anthony Jones
R2T4: Module in Terms David Bartnicki
Reconciliation Panel Discussion Cindy Mcgee, Ronald Adams, Ann Peacock
State Update Elizabeth McDuffie
Student Consumer Information Tony Carter

Intermediate Aid Officers Training Presentations

Presentation Title Presenter Document
A Collaborative Approach to Financial Education Casey Wallen
Federal Program Review Jason Johnson
Dori Barron
Managing Stress Jason Johnson
Satisfactory Academic Progress Robert Muhammad
Sarah Evans
Spreading the Word...How to Effectively Market and Communicate to Students John Lerma


NCASFAA 2015 Fall Conference Presentations

The table below lists the sessions presented at the 2015 Fall Conference. The presentations and accompanying samples, letters, etc., can be downloaded by clicking on the icons in the right column.

 PDF document

Presentation Title Presenter Document
Career Pathway Programs and Title IV Eligibility David Bartnicki
Ellucian Banner Systems and UNC State Grant Interface Updates Autumn Carpenter
Tracie Mitchell
Ellucian Colleague Updates from the North Carolina Community College System Office Brandi Massey
Embracing Diversity on College Campus Yolanda McLean
Federal Update David Bartnicki
Financial Basics and Beyond Takeila Barnes Hall
"Green Zone" A Safe Place for Veterans Rachel Cavenaugh
Lee Hammonds
Improving Customer Service Interactions Nicki Bucceri
North Carolina State Grants Programs Portal and Processing Traci Mitchell
Overview of Cost of Attendance, Budget Creation, and Making/Documenting COA Adjustments Tasha Williams
Professional Judgment in Student Financial Aid Panel
R2T4 David Bartnicki
Resolving ISIR Comment Codes and C Codes Lisa Koretoff
The Relationships Among Financial Aid Enrollment Management and Student Success Anthony Jones
Tips for Avoiding SEAA Program Review Findings Chanteé Favors
Miriam Perry
Top Ten Compliance Concerns David Bartnicki
Using Degree Audit to Calculate Pending Financial Aid Brandi Massey
Using Free Resources to Work with DL Borrowers Ryan James Bonner
Verification and Unusual Enrollment History David Bartnicki
What's the Matter with Kids Today? Marcia Weston

New Aid Officer's Pre-Conference Training Presentations

Presentation Title Presenter Document
Application Process Terri LeGrand
Overview of Federal Student Aid Eligibility and Documentation Lori Townsend
SAP Court is in Session Amy Berrier
Understanding a Tax Return Transcript Heather Unger
Understanding the EFC Calculation Tolly Tollefson
John Lucas

NCASFAA 2015 Spring Conference Presentations

The table below lists the sessions presented at the 2015 Spring Conference. The presentations and accompanying samples, letters, etc., can be downloaded by clicking on the icons in the right column.

 PDF document
Microsoft Excel document
Microsoft Powerpoint Document

Presentation Title Presenter Document
Challenging the Draft Cohort Valentino Bryant
COD Update Wood Mason
Datatel Potpourri Lisa Koretoff
Joey Trogdon
Direct Loan Tools & Tips Wood Mason
Federal Update Anita Olivencia
Financial Aid and the Student Veteran Rachel Cavenaugh
Growing in the Financial Aid Profession Nathan Basford
Making Financial Aid Disability Access Jason Johnson
NASFAA Federal Update Jesse O'Connell
PLUS Loans A to Z Wood Mason
Policies and Procedures Manual: Your Lifeboat in Turbulent Waters Rose Mary Stelma
Program Review Essentials Anita Olivencia
Reauthorization Update Jesse O'Connell
SEAA Jeopardy Miriam Perry
State Grants: Review of the New State Grants Website Traci Mitchell
Bill Cox
Student Eligibility 101: Citizenship Requirements Anita Olivencia
Eligible Citizens Worksheet Anita Olivencia
Taking the Fear Out of Facebook Nicki Bucceri
Tips for Avoiding SEAA Program Review Findings Cheryl Sauls
Chantee Favors
Miriam Perry
Understanding the ISIR Comment Codes and C-Codes Lisa Koretoff
Tony Carter
Verification and UEH Anita Olivencia

Intermediate Aid Officers Workshop Presentations

Presentation Title Presenter Document
Developing and Maintaining an Office Operational Calendar Nathan Basford
Diet is a Four Letter Word! Casey Wallen
Finding Balance Brenda McCafferty

NCASFAA 2014 Fall Conference Presentations

The table below lists the sessions presented at the 2014 Fall Conference. The presentations and accompanying samples, letters, etc., can be downloaded by clicking on the icons in the right column.

 PDF document
Microsoft Powerpoint Document

Presentation Title Presenter Document
Anatomy of a Cohort Default Rate  
Be The Bridge - Turning Challenges Into Opportunities For Students We Serve  
Bridging The Gap: Verification/Mismatch Codes Versus Tax Expert Lisanne Masterson
COD Update Wood Mason
Creating a Degree Program or Certificate Program in Financial Aid Administration Anthony Jones
Direct Loan Tips & Tools Wood Mason
Federal Update David Bartnicki
Financial Aid's Role in Recruiting & Retaining 1st Generation, Non Traditional Students, Minorities and Veterans Robert Muhammad
Michael O'Grady
Financial Literacy 2.0: Translating Financial Education Into Applied Behaviors Paul Mittelhammer
If They Come Will We Build It? Katrina Lee
Managing Title IV Funds Wood Mason
NSLDS Enrollment Reporting David Bartnicki
R2T4 Modules Dan Klock
David Musser
SAP Roundtable Amy Berrier
Rachel Cavenaugh
Lisa Koretoff
Teresa Williams
State Update Steven Brooks
Verification David Bartnicki


NCASFAA 2014 Spring Conference Presentations

The table below lists the sessions presented at the 2014 Spring Conference. The presentations and accompanying samples, letters, etc., can be downloaded by clicking on the icons in the right column.

 PDF document
Microsoft Powerpoint Document

Presentation Title Presenter Document
150% Subsidized Loan Limit  
Assisting Immigrant Students and Children of Immigrants Donna Weaver
Building Successful Students Dana Kelly
Climbing the Student Services Career Ladder Sharon Oliver
Conducting Scholarship Searches April Morey
Department of Education - R2T4 in Modules Anita Olivencia
Department of Education - Top 10 Compliance Issues Anita Olivencia
Department of Education - Verification for 2014-2015 Anita Olivencia
Emerging Paradigms for Recruitment and Retention Anthony Jones
Robert Muhammad
Michael O'Grady
FASFA - Where Does NC Stand Marcia Weston
Trae Brookins
Family Education Rights and Privacy Act (FERPA) Steve Miller
Eileen Goldgeier
Jen Palencia Shipp
Forgivable Education Loans for Services (FELS) Bill Cox
Fostering Collaboration Between Financial Aid Professionals and Admissions Sharon Oliver
Helping Others Navigate the Choppy Waters of Financial Aid Cathy Shell
Helping Students Succeed in Repayment  
Marketing the FA Office (Social Media) Dana Kelly
Plan for Rough Water with Advance Directives Diane Miller
Professional Judgment Jo-Ann Craig
Julie Poorman
Michelle Day
Public Service Loan Forgiveness  
State of the Industry and Washington Update Brett Lief
State Update Steven Brooks
Stress Management for Financial Aid Professionals Katie Harrison
The NC 529 Plan  
Understanding Satisfactory Academic Progress (SAP)  

NCASFAA 2013 Fall Conference Presentations

The table below lists the sessions presented at the 2013 Fall Conference. The presentations and accompanying samples, letters, etc., can be downloaded by clicking on the icons in the right column.

 PDF document
Microsoft Powerpoint Document

Presentation Title Presenter Document
COD Update Wood Mason
Compliance Issues: An ED Perspective David Bartnicki
Dos and Don'ts of a P&P Manual Rose Mary Stelma
Federal Update David Bartnicki
Forgivable Education Loans for Service Bill Cox
Helping Students Succeed in Repayment Biz Daniel
How America Pays for College Kelly Savoie
How to Find Answers for your Regulatory Issues Lisanne Masterson
Amanda Sharp
Marketing the FA Office (Social Media) Dana Kelly
NASFAA Tools Stephanie Lynch
Amanda Sharp
R2T4 Processes for Modules David Bartnicki
Shopping Sheet Amanda Sharp
Teresa Williams
State Grant Return of Funds Policy for Withdrawing Students Bill Cox
State Update Dr. Steven Brooks
Student Loan Basics Wood Mason
Understanding SAP David Bartnicki
Verification General Session Miranda McCall
What Defines a "Modern Family"? Nathan Basford

NCASFAA 2013 Spring Conference Presentations

The table below lists the sessions presented at the 2013 Spring Conference. The presentations and accompanying samples, letters, etc., can be downloaded by clicking on the icons in the right column.

 PDF document
Microsoft Powerpoint Document

Presentation Title Presenter Document
Climbing the Student Services Career Ladder Sharon Oliver
COD Update Wood Mason
Direct Loan Income-Driven Repayment Plans Rose Mary Stelma
Federal and State Aid Compliance Issues David Bartnicki
Cheryl Sauls
Federal Update David Bartnicki
New Aid Workshop Jenelle Handcox
Satisfactory Academic Progress Kochie Vaughan
State Update Steve Brooks
Title IV Reconciliation Wood Mason
Updates from Your SME Karen Britt Statler
Using NSLDS Dana Kelly
Verification David Bartnicki





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