Compliance Management Pathway Sessions

Pathway sponsored by McClintock & Associates, P.C.
McClintock Associates

Sunday, February 2, 2020

5:00 pm - 7:00 pm - Registration Opens

6:45 pm - 10:00 pm - Optional DC Bus Tour

Monday, February 3, 2020

7:00 am - Registration Opens

7:00 am - 8:00 am - Networking Breakfast With Leadership Conference Exhibitors/Attendees

8:00 am - 9:15 am - Welcome and Washington Update

9:15 am - 9:30 am - Break

9:30 am - 11:00 am - Idea Lab 1: Administrative Capability & Reporting

Speakers: Mary Sommers, University of Nebraska at Kearney; Andrew Hammontree, Francis Tuttle Technology Center; Kelly Morrissey, Community College of Rhode Island

What does it mean to be administratively capable? This idea lab will help you understand, demonstrate, and foster compliance at your institution. Participants will discuss organizational culture and structure, as well as reporting and disclosure requirements. The goal of this lab is to integrate strategies and best practices from colleagues into your compliance planning. 

11:00 am - 12:30 pm - Idea Lab 2: Resources to Support Campus Compliance

Speakers: Shannon Crossland, Texas Tech University and Lori Lewis, Warren-Wilson College

What resources and practices are being used to support compliance at your institution? As higher education professionals, we have a duty to maintain institutional eligibility. Participants will engage with tools that facilitate overall compliance, including the development and maintenance of policies and procedures.

12:30 pm - 2:00 pm - Networking Lunch With Leadership Conference Exhibitors/Attendees

2:00 pm - 3:30 pm - Idea Lab 3: To Share or Not to Share: Data Sharing and Security

Speakers: Rebecca Flake, Cooley LLP

How do you deal with data requests and safeguard protected information? Learn how your institution is empowered to best serve and protect students in light of the recently expanded FAFSA data-sharing authority. Key resources and practical examples will be explored in this session.

3:30 pm - 5:00 pm - Idea Lab 4: The Top 10 List That No One Wants to Be On: Life Hacks to Avoid Common Audit/Program Review Findings From a Management/Leadership Perspective

Speaker: Angela Karlin, University of Kansas

"The Top 10 Audit and Program Review Findings" is always a popular financial aid conference topic, and surprisingly changes very little from year to year. Find out why these issues commonly trip up well-meaning administrators and discuss how to proactively avoid them.

5:00 pm - 6:30 pm - Networking Reception With Leadership Conference Exhibitors/Attendees

Tuesday, February 4, 2020

7:00 am - 8:30 am - Networking Breakfast With Leadership Conference Exhibitors/Attendees

8:30 am - 9:45 am - General Session

Speakers: Jesse O’Connell, Lumina Foundation and Sarah Sattelmeyer, The Pew Charitable Trusts

9:45 am - 10:00 am - Break

10:00 am - 11:30 am - Idea Lab 5: The Lifecycle of an Audit: A Baseline for Continuous Improvement

Speaker: Katherine Demedis, Powers Law and Dan Brozovic, Powers Law

Does the thought of your financial aid audit keep you up at night? It doesn't have to be that way! This session will consider the typical life-cycle of an audit, how to best respond to any exceptions that may be identified, and ways to effectively deploy necessary changes if required. This session aims to reframe how we think about financial aid audits as well as program reviews and will provide tips and tricks for you to create an "audit-ready" financial aid office.

11:45 am - 1:00 pm - Networking Lunch With Leadership Conference Exhibitors/Attendees

1:00 pm - 2:30 pm - Idea Lab 6: Compliance Management to Support Student Access & Success

Speakers: Art Young, The University of Arizona and Joe Donlay, Colorado State University

Do you want to get out of the basement and take a seat at the table? As financial aid administrators, our jobs are evolving in ways that necessitate a "to and through" approach in all that we do, including supporting access, persistence, and graduation. Creating a culture of compliance management in this manner elevates the technical work of the financial aid office with the necessary professional visibility it deserves. This session will provide strategies for how to position yourself as a true campus resource and collaborator, and solidify the financial aid office as an integral partner in campus enrollment initiatives.

2:30 pm - 4:00 pm - Idea Lab 7: Can't We All Just Get Along? Institution-Wide Buy-in and Responsibility

Speakers: Billie Jo Hamilton, University of South Florida and Chuck Knepfle, Portland State University

How do you get other departments to understand Title IV requirements and share the responsibility? In this lab, we will explore how to engage your campus community to develop successful partnerships. We will also discuss communicating complex regulations to other institutional stakeholders, cultivating campus-wide accountability, and developing a culture of training at your institution.

4:00 pm - 5:00 pm - Hill Visit Briefing With Q&A

Wednesday, February 5, 2020

8:30 am - 1:00 pm - Hill Visits

1:30 pm - 2:30 pm - Hill Visit Debrief

Publication Date: 1/30/2020

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