2015 Conference Banner



President's Welcome

Leadership Experience



Pre-Conference Workshop



General Info


Speakers & Special Guests


Community Service Project

Local Arrangements

Exhibitor Information

Conference Support Recognition

Presenter / Moderator Checklist

Conference Committee

Session Surveys

Conference Evaluation



Dear FASFAA members,

We are delighted to serve as Conference Co-Chairs for the 2015 FASFAA Conference. This year the conference will be held May 19-22, 2015 at the Renaissance World Golf Village Resort in beautiful St. Augustine, FL. This year marks the 450th anniversary of the founding of St. Augustine by Spanish explorer Pedro Menendez de Aviles. Throughout the year St. Augustine will be sharing their story through a series of special exhibits, programs and commemorative events.

We invite you to join us for an informative, educational and fun conference that is sure to please. Our conference theme for this year is Honoring the Past, Shaping the Present, Treasuring the Future, which builds on our President’s theme, Reshaping Tomorrow’s Leaders, Today.

Joining us will be representatives from the US Department of Education (ED), Dave Bartnicki and Wood Mason. Also slated to present are Megan McClean, NASFAA’s Director of Policy & Federal Relations and Kristen Frias who serves as Assistant Special Agent in Charge for the Office of the Inspector General. Please click on the links to the left to find information about additional speakers & special guests, hotel reservations, agenda and local attractions.

Please join us for an exciting event in historic St. Augustine, FL.

Jeff Daniels, 2015 FASFAA Conference Co-Chair
Sean Johnson, 2015 FASFAA Conference Co-Chair

President's Welcome

FASFAA Colleagues,

As financial aid professionals, we are consistently challenged with changing rules, regulations, and personnel. Annual conference attendance affords members the opportunity to receive relevant and timely training. The FASFAA Executive Board and Conference Committee members spend an entire year planning to offer training that meets the needs of all members. We want to ensure that you have the requisite tools and training to lead your offices effectively while remaining in compliance.

This year’s Annual Conference will be packed with sessions that appeal to both the advanced and novice financial aid professional. The Conference Committee, led by Jeff Daniels and Sean Johnson, has worked tirelessly on creating an agenda that meets the needs of the members in every sector. I can say, with confidence, every FASFAA Conference Committee seeks to have a conference that surpasses the expectations of the membership. It is our goal to ensure that the training we provide, is the best!

The 2015 Annual Conference will begin on Tuesday, May 19, 2015, and conclude on Friday May 22, 2015.

On behalf of the 2014-15 Executive Board and Conference Committee, I would like to personally invite you to the upcoming conference and thank you for your continued support.

Looking forward to “Honoring the Past, Shaping the Present, and Treasuring the Future” with you.


Stephanie Lawrence

Your 2014-15 FASFAA President

Leadership Experience

We are launching a new leadership program called FASFAA Leadership Experience. The FASFAA Leadership Experience is an exceptional professional development opportunity for those seeking advancement and leadership training in the financial aid profession. Application to the FASFAA Leadership Experience is open to individuals from all FASFAA member institutions. It is a two year commitment which requires a recommendation and commitment from a supervisor and/or administration.

Please complete the form by May 11, 2015.

All applicants will be notified by May 15, 2015.


FASFAA membership is a requirement for conference attendance. If you were a prior member of FASFAA but have not paid your 2014-2015 annual membership click here and complete the 2014-2015 FASFAA Membership Renewal Form and then return to this page to complete your 2015 FASFAA Conference registration. Your conference registration fee will cover your membership renewal fee for 2015-2016.

Current FASFAA members: When you register for the 2015 FASFAA Annual Conference your conference fee will cover your membership renewal fee of $30 for 2015-2016.

Warning:  Do not attempt to register someone else using your FASFAA user ID and password as this will change your personal FASFAA membership profile. 

Members: Click here to register!

Click here to register!

If your school is interested in the possibility of sending participants for only one day, please click here to email the Conference Registration Chairs.

If your school is interested in the possibility of sending participants for only the New Aid Officer Workshop, please click here to email the Conference Registration Chairs.

Please note:  We encourage you to complete your registration online if you plan to attend the conference. Registering prior to arriving in St. Augustine will help expedite the registration process and make it easier once you arrive on-site.

Conference fees Current Member Cost Non-Member Cost
Full Conference Fee $275 $305

Guest meal fees Event Cost
Individual Guest Lunch Meal Tickets - Tuesday May 19th, 2015 Welcome Reception $55 / person
Individual Guest Lunch Meal Tickets - Wednesday May 20th, 2015 Lunch $55 / person
Individual Guest Lunch Meal Tickets - Thursday May 21st, 2015 Lunch $55 / person
Individual Guest Breakfast Meal Tickets - Friday May 22nd, 2015 Breakfast $45 / person

Pre-conference workshop fees
Current Member Cost Non-Member Cost
New Aid Officer Workshop - Attending full conference $100 $100
New Aid Office Workshop - Not attending full conference $130 $160

Important information:

  • Guest Meal Tickets must be selected and paid for with registration.
  • If you forgot your password, click on this "Forgot your password?" link and it will be e-mailed to you.
  • If you are paying by credit card, click the "Credit Card" button on the payments page. Do not click on the "PayPal" button unless you are a "PayPal" member and know your PayPal password. When paying by credit card, please be sure the billing address fields on the payment form match the credit card billing address of the card you are using. The credit card confirmation process requires a matching address for security purposes.
  • If you will be sending payment by check, click the "Send Check" button on the payments page. Please be advised your registration will be considered "pending" until payment is received.
  • Registration cancellation fee is $75 (Cancellation received after May 14th will be charged 50% of the registration fee).
  • No refunds after May 19th. If you register and do not attend you will be charged 100%.
  • The Member Conference Registration Form is for current active FASFAA members only. In order to access this registration form you must have paid dues for the 2014-2015 membership year which runs from July 1st, 2014 - June 30th, 2015.
  • Questions or issues?  


    - John Snow for Membership Status or Password retrieval

    - Tracy Wiles or Brian Casey for Registration

    - FASFAA's Bookkeeper for Payments

Pre-Conference Workshop

New Aid Officer Workshop

In conjunction with the annual conference FASFAA will hold a New Aid Officers Pre-Conference Workshop, May 18-19, 2015.  The workshop will begin Monday morning and conclude with lunch on Tuesday afternoon; just in time for the start of the annual conference. 

Pre-conference workshop
Current Member Cost Non-Member Cost
New Aid Officer Workshop - Attending full conference $100 $100
New Aid Office Workshop - Not attending full conference $130 $160


Renaissance World Golf Village Resort
500 South Legacy Trail, St. Augustine, FL 32092

Room Rate: $149

For on-line room reservations click on the following link.


To make reservations by phone, please dial (888) 789-3090 and ask for the group name FASFAA or Florida Association of Student Financial Aid Administrators.

Rooms must be reserved by May 3, 2015 to receive the guaranteed FASFAA rate.


The 4-Diamond Renaissance World Golf Village Resort, the largest combination hotel and convention center between Orlando and Atlanta, offers fresh, well-appointed accommodations featuring 37-inch flat panel televisions, sparkling new bathrooms and furnishings, high-speed wireless internet access, spacious work areas, wet bars and refrigerators among many other luxuries. The Resort now offers a complimentary shuttle service for individual guests to and from downtown St. Augustine. Within 15 minutes of the Resort, you can enjoy 108 holes of championship golf, including the Slammer and Squire, located just steps from your guestroom.

As FASFAA Conference attendees, you qualify for the conference room rate 3 days prior and 3 days following the conference dates, based on availability. In addition, you can take advantage of complimentary self-parking (valet parking is optional at $10/day), complimentary use of the health & fitness center, reduced fees for golf (depending on tee times and the course selected) and complimentary resort fees.


General Information

  • Dress for the entire conference will be business casual (that means no suits are necessary).  Business casual typically means not wearing neckties or suits, but collared or polo shirts and cotton trousers or khaki’s for men.  For women, dresses, skirts and blouses are fine, as well as khaki’s.
Items to Bring
  • Business cards

  • Sunscreen

  • Bug spray

  • Umbrella

  • Sweater or long sleeve light jacket/blazer for cooler meeting spaces

Elections: Exhibit area:
  • Vendors/Exhibitors will be located in St. Augustine D.  Please visit the area to thank each vendor for their support and to learn about the products and services they offer. Be sure to participate in Vendor Bingo where you will have an opportunity to win one of two prizes.  
Internet access:
  • Wi-Fi = Renaissance_CONF
    Password = jaxbr
Meals on your own:
  • Dinner is on your own on Wednesday and Thursday evenings and breakfast is on your own on Thursday morning.  Click here to view dining options at or near the World Golf Village Resort as well as options located in Historic St. Augustine.
Evening events:
  • Welcome Reception – Tuesday (5/19) from 6:00pm to 7:30pm. Location: La Terrazza. Live music from local musician Jimmy Parrish.

  • Bingo – Wednesday (5/20) beginning at 7:00pm in St. Augustine ABC. Remember to bring door prizes (items from your school’s bookstore, gift cards, etc.) to donate for bingo. Play will continue until all prizes have been won.

Agenda / Schedule

Click here for the conference agenda

Click here for the New Aid Officer Workshop agenda

The NAOW continental breakfast is from 7:30 - 8:30 in Room 237/238 and registration is in the conference center lobby.

Mobile app:



Speakers & Special Guests

-Joe H. Pickens J.D.
St. Johns River State College
Click for Bio

-David Bartinicki

David Bartnicki Pic
Federal Training Officer
U.S. Department of Education
Click for Bio

- Wood Mason
Program and Management Analyst
U.S. Department of Education
Click for Bio

- Megan McClean
Director of Policy and Federal Relations
National Association of Student Financial Aid Administrators
Click for Bio

- Nathan Basford
Florida State University
Southern Association of Student Financial Aid Administrators President
Click for Bio

- Kristen Frias
Assistant Special Agent in Charge
Office of Inspector General, U.S. Department of Education
Click for Bio



Click here for session descriptions in PDF format.

Click here for session descriptions in Word format.

PowerPoint / PDFs:
(please note that some presentations won't have a handout)

19-00 Opening General Session
19-01 Boosting The Effectiveness Of Your Loan Counseling
19-02 Finding Balance: Improving Your CDR In A Changing Financial Climate 
19-03 Introducing The FSA ID -- The FSA PIN Replacement
19-04 Is College Really Worth It
19-05 SAP: Making the Grade
19-06 Tools and Resources for Financial Aid Professionals

20-00 General Session (Federal Update) 2 3 4 5

20-01 Connecting SAP To Retention
20-02 Identity Theft: Helping Students Avoid This Epidemic
20-03 NSLDS Enrollment Reporting
20-04 Protecting Your Investment
20-05 Understanding/Navigating The Many Options Of Federal Loan Repayment
20-06 Leveraging Technology To Improve Scholarship Awarding
20-07 Connecting With Students In A Language They Understand
20-08 Diversity In The Workplace: Benefits, Challenges, And Solutions
20-09 Students and Payday Lending
20-10 Best Practices in Default Prevention
20-11 Troubleshooting Clock Hour Issues
20-12 Consumer Information
20-14 Helping Students Make Good Financial Decisions 
20-15 Recruiting And Retaining The New Diverse Demographic
20-16 Team Building And Staff Meetings
20-17 Understanding Federal Aid Policy Unaccompanied Homeless Youth
20-18 Verification

21-00 General Session (COD Update) 

21-01 A School's Perspective: Choosing a Third Party Service
21-02 Creating Inclusive Campuses For LGBTQ Students
21-03 Difficult Conversations and Conflict Resolution 
21-04 DL Reconciliation
21-05 Effectively Using Students To Spread Financial Awareness
21-06 Florida State Grants & Scholarship Update 2
21-07 An Introduction To The PPA, ECAR, And EAPP
21-08 Deciphering DD214s & Assessing Selective Service Registration
21-09 Financial Literacy 2.0: Translating Financial Education Into Applied Behaviors
21-10 Follow the Money: Managing Title IV funds
21-11 Getting S'more Involved (We're All a Bunch of ASFAA's)
21-12 Re-envisioning FSAG (invitation only & no presentation; Round table discussion only)
21-14 Using Technology In The Financial Aid Office 
21-15 Reporting DL Data to COD
21-16 Charting The Path: Building Your Financial Wellness Program
21-17 College Ratings
21-18 FSCAA and NJCAA Compliance
21-19 So You Think You Want To Be a Director? (No presentation; Round table discussion only)
21-20 Train The Trainer - Exit Interviews
21-21 Birds of a Feather - SUS (No presentation; Round table discussion only)
21-22 Birds of a Feather - State Colleges (No presentation; Round table discussion only)
21-23 Birds of a Feather - Private Sector (No presentation; Round table discussion only)
21-24 Birds of a Feather - Clock Hour Sector (No presentation; Round table discussion only)
21-25 Birds of a Feather - Graduate and Professional Institutions (No presentation; Round table discussion only)

22-00 Closing Session: includes NASFAA Update

Community Service Project

The charity for the 2015 conference is the Florida School for the Deaf & the Blind

Donations to FSDB can be made before this year's conference by visiting http://www.fsdb.k12.fl.us/index.php/donate/ 

(please notate "FASFAA" in the 'Additional Information' field)

Local Arrangements

St. Augustine Attractions

Tuesday Night, May 19th - TBD

Wednesday Night, May 20th - Back by popular demand, FASFAA Bingo will be held Wednesday night.  Certainly a time not to be missed – networking, talking to new and old friends, and much laughter.  We will be welcoming our new members and our first time attendees to join us for a night of fun!  Come meet everyone! This should be a lot of laughs and a great way to unwind!

Thursday Night, May 21st - TBD

Exhibitor Information

FASFAA is pleased to offer you, our colleagues in the business sector, the opportunity to support our training efforts as financial aid professionals. While we will continue to offer individual training activities for sponsors to advertise and exhibit, we have also produced some discounted packages that will allow you to take advantage of some very significant cost savings.

Sponsorship Opportunities

Conference Support Recognition

theme this year is “Reshaping Tomorrow’s Leaders, Today.” We must prepare the financial aid leaders of today to overcome the challenges associated with financial aid regulations and students of tomorrow. During turbulent times, it takes dynamic leadership and effectual mentoring to ensure that the financial aid profession remains strong and well informed. With this task ahead, we must reshape the financial aid administrator of today in an effort to guarantee an advanced level of leadership and professional competence in the future.

We would like to recognize the following organizations that have provided conference support to ensure that FASFAA continues to provide training opportunities to the membership:

Access Group, Inc.
American Student Assistance
Citizens Bank
CMD Outsourcing Solutions
Discover Student Loans
EdFinancial Services
Education Partners Inc.
Enterprise Recovery Systems, Inc.
Financial Aid Services
Financial Aid TV
Florida Department of Education, Office of Student Financial Assistance
Great Lakes
PNC Bank
ProEducation Solutions, LLC
Sallie Mae
SunTrust Bank
U-fi Student Loans
USA Funds
Wells Fargo

Their combined support contributes to the success of the association’s premier annual training event, the FASFAA 2015 Annual Conference!


Presenter / Moderator Checklist

Presenter Checklist:

Thank you for presenting at the FASFAA 2015 Annual Conference!
  • We are inviting presenters to use the FASFAA PowerPoint Template, use of this template is recommended, not mandatory. (See attached template.)

  • The Conference Committee has secured a Laptop, LCD Projector, Screen, table for equipment, power and internet access for each meeting room.

  • Submit a copy of your finished presentation by May 8, 2015. All presentations will be posted to the conference website, and registered conference attendees will be notified about the availability to download. If you haven’t submitted the presentation in a power point format you MUST also bring it on a jump drive so it can be loaded at the time of your session.

Moderator Checklist:

Thank you for serving as a moderator at the FASFAA 2015 Annual Conference!
  • Please be in contact with the presenter(s) prior to the conference to obtain their official biographic information and determine how they would like to be introduced for the session.

  • Please attend a brief Moderator Q&A session on Wednesday, May 20 at 8:15 AM in Wentworth.

  • On the day and time of the session, please arrive at the room at least 10 minutes prior to the session. If the presenter did not provide their presentation to the conference committee in advance, their presentation will need to be loaded on the meeting room laptop. At the starting time of the session, welcome all to the session and introduce the presenter(s). During the session, take a head count of attendees. At the end of the session, remind attendees that the evaluation of the session will be electronic and will be sent via email after the conference. After the session, submit your head count information to a member of the Conference Committee.

Conference Committee Members

Conference Chairs:
  • Sean Johnson
  • Jeff Daniels
Registration Chairs:
  • Brain Casey 
  • Tracy Wiles
Program Chair:
  • Maureen Anderson
Electronic Services Chairs:
  • Christina Acosta-Heritage
  • Kris Hatcher
Membership Chair:
  • John Snow
Local Arrangements Chair:
  • Alysia Pearsall
Clock Hour Programs Chair:
  • Mary Nell Stokes
Charity Chair:
  • Lillie Samuels
Ambassador & Volunteer Chair:
  • Rick Snodgrass
Sponsorship Chair:
  • David Alexander
Evening Events Chair:
  • Jeff Daniels
FASFAA President:
  • Stephanie Lawrence
  • Gwyn Francis
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