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2025 FASFAA Directors Summit
Orlando, FL
May 27th
 
Welcome to the FASFAA Directors Summit, where financial aid leaders come together for an unparalleled opportunity for professional growth, collaboration, and networking. In an ever-evolving landscape, this summit offers a chance to unite with peers who share a commitment to overcoming the challenges that are reshaping the future of higher education.
As we navigate an unpredictable horizon, the summit will provide valuable insights on the changes impacting institutions, students, families, third-party servicers, and software providers alike. Join us in fellowship as we explore forward-thinking strategies and innovative solutions to safeguard the future of financial aid.
With dynamic sessions on succession planning, leadership development, and streamlining financial aid processes, this is an event you won’t want to miss! Together, let’s chart a course for success in a rapidly changing landscape and ensure that we’re ready to meet the challenges of tomorrow.
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AGENDA
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Tuesday, May 27, 2025
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Time
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Description
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Location
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7:30 am
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Director Summit Registration Open
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Registration Desk
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8:00 am – 8:30 am
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Continental Breakfast
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Windsong Pre-Function
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8:30 am – 9:00 am
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Welcome & Introductions
Hosted by FASFAA Director Summit Co-Chairs
David Alexander, Director of Financial Aid, ECPI University
Sara Kaufman, Senior Consultant, College Aid Services
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Windsong 9/10
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9:00 am – 10:15 am
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Session 1: FA Office Succession Planning: Preparing for the Future
Succession planning is essential to the long-term success of your financial aid office. This session will guide you through the process of identifying and developing future leaders, creating mentorship opportunities, and ensuring a smooth transition when key staff members retire or move on.
Presenters:
Michael Bennett, St. Petersburg (Retired)
Bill Spiers, Tallahassee State College
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Windsong 9/10
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10:15 am – 10:30 am
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Break
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10:30 am – 11:45 am
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Session 2: Navigating the Path to Leadership: From Financial Aid to Enrollment Management
Explore the transition from Financial Aid to Enrollment Management, highlighting key leadership skills, strategic decision-making, and cross-functional collaboration essential for success. Attendees will gain insights into expanding their influence beyond financial aid, developing a comprehensive enrollment strategy, and positioning themselves for executive leadership in higher education.
Presenters:
Nadine Bailey, Ultimate Medical Academy
Alicia Keaton, University of Central Florida
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Windsong 9/10
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11:45 am – 12:45 pm
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Lunch
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12:45 pm – 2:00 pm
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Session 3: Redefining Scholarship Allocation: Legal Perspectives on Repurposing Funds Due to Changes with DEI
| In the evolving landscape of higher education, institutions are reexamining the alignment of scholarship programs with Diversity, Equity, and Inclusion (DEI) objectives. This session, led by a legal expert specializing in higher education law, will delve into the legal frameworks surrounding scholarship repurposing. Participants will gain insights through case studies and legal analyses; attendees will learn strategies to adapt scholarship programs effectively while maintaining legal integrity. |
Presenters: Kristina Raattama, MK Consulting
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Windsong 9/10
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2:00 pm – 2:30 pm
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Business Partner Roundtable
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2:30 pm – 2:45 pm
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Directors Summit Closing Remarks |
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3:00 pm – 4:00 pm
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Reception for Financial Aid Director Summit Attendees & Vendors (Invite Only) |
FASFAA Hospitality Suite |
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4:00 pm – 5:30 pm
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FASFAA Annual Conference Kick-off and Opening Session (for registered full conference guests only) |
Main Windsong Ballroom |
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If you have any questions or need any further information don't hesitate to get in touch with the FASFAA Director Summit Co-Chairs listed below:
David Alexander | Director of FA Compliance | ECPI University
Sara Kaufman | Senior Consultant | College Aid Services, LLC
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Conference Program | Agenda At-A-Glance | Detailed Agenda
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