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.

 

Non-members must Join/Renew their FASFAA membership before completing the Registration Form.

Click Here to Join/Renew Membership 

 

AGENDA

 

Monday, May 27, 2025

 Time

 Description

 Location

7:30 am

Director Summit Registration Open 

Registration Desk

8:00 am – 8:30 am

Continental Breakfast 

 Windsong Pre-Function

8:30 am – 9:00 am

Welcome & Introductions

Hosted by FASFAA Director Summit Co-Chairs

David Alexander, Director of Financial Aid, ECPI University

Sara Kaufman, Senior Consultant, College Aid Services

 

9:00 am – 10:15 am

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

 

10:15 am – 10:30 am

Break

 

10:30 am – 11:45 am

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 

 

11:45 am – 12:45 pm

Lunch

 

12:45 pm – 2:00 pm

Session 3: Streamlining Success: Centralizing Financial Aid Processes & Creating a One-Stop Shop

This presentation explores the benefits of centralizing financial aid processes and establishing a one-stop shop to enhance student services. Learn how to improve efficiency, reduce confusion, and create a seamless experience for students by integrating financial aid, admissions, registration, and other key departments. We’ll discuss best practices, implementation challenges, and strategies for gaining institutional buy-in to transform student support services.

Presenters: TBA

 

2:00 pm – 2:30 pm

Business Partner Roundtable

 

2:30 pm – 2:45 pm

 Directors Summit Closing Remarks   

3:00 pm – 5:15 pm

  FASFAA Annual Conference Kick-off and Opening Session (for registered full conference guests only) Main Windsong Ballroom 

 5:30 pm – 6:30 pm

 Reception for Financial Aid Director Summit Attendees & Vendors (Invite Only)  FASFAA Hospitality Suite 


 

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   


 Conference Program     |     Agenda At-A-Glance     |     Detailed Agenda


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