Let Financial Aid TV (FATV) help reduce the number of hours you spend answering repetitive student questions and improve the comprehension of important financial aid information.

FATV is a lender-neutral turn-key solution that schools can subscribe to on an annual basis. FATV is 100% web-based, comes fully-loaded with engaging media-rich content, requires no software, and can be customized and implemented for a school in just 5 business days.

The focus of this seminar will be to demonstrate how FATV's on-demand video counseling is helping schools improve their communication with students, easing strain on staff, and increasing school savings during these tight budget times.

Presenter:
Paul Burke, VP of Sales, Financial Aid TV

Great Lakes

Online Lender List - Best Practices

Monday, 2:45 pm - 4:00 pm
Tuesday 10:15 am - 11:30 am

Doing more with less and leveraging technology to accomplish this are nothing new to schools. However, applying these techniques to best manage the student loan application and promissory note process flow may be moving into unfamiliar territory for some. The regulations are clear; schools may use a lender list as long as they adhere to the requirements set forth in the regulations. A lender list, or defined borrower process, is the most effective way to guide students into an optimized certification and disbursement process flow. This session will explain clearly the components now needed in an online lender list including important value added features which, while not mandated by regulation minimize complexity for schools and maximize choice for borrowers. The session will also include an in-depth demonstration of the lender, guarantor, and servicer neutral online lender selection tool created by Great Lakes named FASTChoice.

Presenter:
David Bowman, Regional Marketing Director - IL, IN, & KY, Great Lakes, Columbus, OH

Hyland Software

Case Western Reserve University - Beyond Paperless

Monday, 2:45 pm - 4:00 pm
Tuesday 10:15 am - 11:30 am

This session will be a discussion and demonstration of the system that Case Western Reserve implemented to provide them a competitive edge in the financial aid process. Case has experienced a 60% increase in the number of first year financial aid applicants. Without an increase in staff time or temporary help the increased volume of applicants is processed/reviewed faster.

ImageNow by Perceptive Software

Speed and Simplicity: ImageNow for Financial Aid

Monday, 9:00 am - 10:15 am
Tuesday, 1:15 pm - 2:30 pm

Thousands of applications, dozens of steps, not enough time. If this sounds
like your financial aid process, ImageNow can provide relief. Learn
how ImageNow® enterprise document management, imaging and workflow
provides a direct and effortless connection between you, your
colleagues and the documents you need to simplify your financial aid activities.
With ImageNow, staff members instantly access student applications and
other pertinent documents, automatically route for faster approval,
and easily share information with other departments campuswide.

Presenters:
Lori Kruse, Account Executive, Perceptive Software
Jim Parker, Account Executive, Perceptive Software

PNC Bank

Student Indebtedness - Student Loans and Beyond...

Monday, 10:45 am - 12:00 pm

Many know of the student loan debt our students are faced with but what about other forms of debt that accumulate for them. This session will look at the many forms of debt faced by students in school and at graduation beyond just student loans. Other forms of debt will be identified and reviewed. The session will also look at ways for institutions to prepare students dealing with debt. This session will bring to light some of the following: Student loan indebtedness - averages for all types of institutions * Credit card debt * Helping students remember their loan payments when hitting the real world * Other secured/ unsecured debt * Helping students stay out of trouble while in school, so it does not lead to more trouble after graduation * How to give students information on the costs after graduation * Your students are already in trouble now what can they do.

Presenters:
Thomas Lustig, National Sales and Marketing Manager, PNC Bank, Pittsburg, PA
Jason VanSickle - Regional Manager PNC Bank, Pittsburg, PA

Creating a Successful RFI/RFP and Interpreting the Responses

Tuesday, 2:45 pm - 4:00 pm

Writing an effective RFI can often be overwhelming and dealing with the responses just plain exhausting. This session will give ideas of what information should be asked of vendors in a way that is easily compared and contrasted. We will also give tips on financial calculations making sure assumptions are clear and uniform. This session will help to reduce some of the work-load when reviewing responses to RFIs. This session will review some import things to keep in mind when completing and RFI including: Knowing what questions are important to your institution; Keeping it simple while still gathering the information needed; Formats that make for easy reads later; Data elements needed to effectively compare savings calculations; How to begin the evaluation process; Setting evaluation criteria; Who to involve in the evaluation process; Comparing benefits; How savings are calculated.

Presenters:
Angie Hovatter, Director of Financial Aid, Frostburg State University, Frostburg, MD
Thomas Lustig, National Sales and Marketing Manager PNC Bank, Pittsburg, PA
Jason VanSickle, Regional Manager PNC Bank, Pittsburg, PA

Regent Education

Why a SaaS Model is Ideal for Your Financial Aid Office

Monday, 9:00 am - 10:15 am
Tuesday, 1:15 pm - 2:30 pm

Financial aid offices don't have time to be bogged down in long, involved software implementations. In this session, we will review the benefits of a SaaS deployment of financial aid software, including the reduction of IT spending and related operating expenses, rapid deployment, improved workflow and business process support, and enhanced customer service. Financial aid requires agile, configurable, on-demand software in order to effectively operate and manage the student financial aid lifecycle, as well as support rapidly the changing funding and regulatory environment so an institution remains compliant. We will discuss how you can achieve all of this through a SaaS model.

Presenter:
Michael Peck, Senior Vice President, Regent, Frederick, MD

Sallie Mae

Sallie Mae Straight Talk: "Tough Talk, Straight Answers; Face-to-Face with Sallie Mae Executives"

Monday, 2:45 pm - 4:00 pm
Tuesday 10:15 am - 11:30 am

Join Sallie Mae president C.E. Andrews and executive vice president of sales and marketing Barry Feierstein for an in-depth knowledge exchange forum; share your ideas, discuss issues and get detailed answers to your questions. We will begin with an update on federal legislation and regulations followed by a discussion on the current student lending landscape and the challenges we are facing as an industry. Please join us for what will be a lively and constructive session!

Moderator:
Nanette White, Senior Vice President, Sallie Mae

Presenters:
C.E. Andrews
President, Sallie Mae

Barry Feierstein
Executive Vice President Sales and Marketing, Sallie Mae

Student Lending Analytics

Trends and Best Practices in the Lender Selection Process

Monday, 9:00 am - 10:15 am
Tuesday, 1:15 pm - 2:30 pm

The process for selecting lenders has come under increasing scrutiny from parents and students as well as regulators, legislators and the media. Many financial aid offices are taking a critical look at their process and modifying it. The focus of this seminar will be to provide analysis and best practices to demonstrate the changes taking place. An emphasis will be placed on practical tips and case studies to demonstrate ways to make your lender selection process more effective and efficient.

Here are just some of the questions that will be addressed during the seminar:

Presenter:
Tim Ranzetta, President of Student Lending Analytics, Palo Alto, CA

SunGard Higher Education

Meeting New Expectations for Performance and Accountability

Monday, 10:45 am - 12:00 pm
Tuesday, 2:45 pm - 4:00 pm

Expectations for productivity, accountability, and accessibility are transforming how colleges and universities define and measure success.

Whether you need to attract and retain students, secure new funding, manage costs, or deliver superior constituent services, SunGard Higher Education can work collaboratively with you to achieve the performance objectives most critical to the success of your institution.

Join this session to explore how you can effectively work toward building a culture of performance at your institution. Learn how relationship and performance management capabilities, and proven service process redesign strategies can help you measure, monitor, and improve performance across your institution.

Presenter:
Lisa Goldberg, Director, Marketing, SunGard Higher Education, Malvern, PA

TG

Automating Your Lender Selection Process

Monday, 2:45 pm - 4:00 pm
Tuesday 10:15 am - 11:30 am

Your students want a lender they can trust. You want to help your
students make the choice that is best for them. Objectively developing your institution's lender list is critical to meeting everyone's needs.

During this session, you'll learn:

We'll also talk about TG's future product, List Assist, which will
help by:

Presenter:
Margie Harvey, Market Strategist, TG - The Guarantor of
Choice

USA Funds

Group Loan Counseling - What Is Required?

Monday, 9:00 am - 10:15 am
Tuesday, 1:15 pm - 2:30 pm

Let USA Funds® provide you with the tools you need to conduct group loan counseling for your students.

As of July 1, 2008, guarantors are not permitted to conduct in-person group loan counseling on behalf of schools. During this session, USA Funds will provide you with the resources you need to conduct group loan counseling for your students.

We will review the regulatory requirements for entrance and exit counseling, best practices and how to prepare for your group counseling sessions. In addition, you will receive the following materials:

Join us for this session to learn more about how USA Funds can help you get results for your students.

Presenter:
Michelle Barcelo-Lopez, Regional Training Executive, USA Funds

Zopa

Help Arrives - How Social Finance Provides Education Funding Solutions as Market Conditions Continue to Challenge Traditional Sources.

Monday, 10:45 am - 12:00 pm
Tuesday, 2:45 pm - 4:00 pm

The peer-to-peer (P2P) lending pioneers that are changing the rules for how people invest in, and pay for, a college education provide an inside look at the social finance solutions available, how they help schools and students, and what the future holds.

Presenters:
Doug Dolton, CEO, Zopa, San Francisco, CA
Chris Strausser, CMO, Zopa, San Francisco, CA