Student Aid Transcript Articles:

Winter 1998 and Beyond

 

NASFAA published the following Student Aid Transcript articles within the past five years. Articles shown with a bright blue hyperlink may be accessed online in PDF format by clicking on the article title.

 

Most articles published between Winter 1998 and Spring 2002 are available in hard-copy format only, but may be faxed or mailed to NASFAA Members upon request. To request a copy of any listed article, or to request any archived article written prior to 1998, contact Linda Conard at ConardL@NASFAA.org, or 202-785-0453 ext. 122. 

 

 

Tracking Key Performance Indicators with a Digital Dashboard

 

(Vol. 17, No.2, 2006)

By Leonard Gude

What is the status of your award packaging? How much campus-based funding remains available as of today? When you want to know where you stand in your car, you check the dash. Now you can do this on your desktop too.

 

Think Sync! Synchronous Web Tools You Can Use

 

(Vol. 17, No.2, 2006)

By Ellen Blackmun and Frank Valines

As society grows to expect more real-time, synchronous communications, aid offices will need to be “in sync” to meet the needs of their students, staff, and colleagues. Here are a few ideas to get you started.

 

Affordable Document Imaging and Workflow

 

(Vol. 17, No.2, 2006)

By Tyler Pruett and Craig Slaughter

Streamlining your office through document imaging doesn’t have to mean an expensive system and a team of IT professionals to operate it. There are simple, affordable methods you can apply now.

 

Future Shock! How Immigration and Demographic Trends Could Affect Financial Aid and College Enrollment

 

(Vol. 17, No.2, 2006)

By Kenneth E. Redd

Many Americans feel immigration issues are one of the most important issues we face today, second only to Iraq. This article considers the challenges and opportunities future demographics and immigration rates may present to our aid offices and institutions.

 

Goals, Objectives & Learning Outcomes -Assessment in Student Aid, Part 2

 

(Vol. 17, No.2, 2006)

By Maureen Amos

An effective assessment plan for your office requires that you take the time to identify your goals, create objectives to meet the goals, and define the learning outcomes of students after they have been exposed to our services. Part 2 of our assessment series shows you how to do all three.

 

Bakke, Bollinger, and Beyond: Practical Lessons Learned Regarding Lawful Race-Conscious Financial Aid Practices (Legal Checkup)

 

(Vol. 17, No.2, 2006)

By Arthur L. Coleman, Scott R. Palmer, and Elizabeth Sanghavi

What really matters in policies relating to race- and ethnicity conscious financial aid practices? Evidence, process, and the law. This article identifies key issues in diversity-related financial aid and scholarships, and encourages vigorous, periodic evaluation by institutions.

 

Education Tax Deductions and Credits (Tax Detective)

 

(Vol. 17, No.2, 2006)

By James Briggs

Sometimes simply having on hand the right resources can help families in your office to make the best choices for themselves. This article gives some insight into the differences between tax credits and tax deductions, and a chart and link to additional information.

 

Breaking Out of Exclusion Confusion

 

(Vol. 17, No.2, 2006)

By Mark Bezik, Richard F. Boes, and Franklin J. Plewa

In addition to the Hope and Lifetime Learning Tax Credits, there are exclusions that may help families reduce their tax burdens. Understanding the effects of each type of exclusion can help in both student aid counseling and default prevention measures.

 

Know Your Student Population. Using Surveys in the Financial Aid Office (Research Review)

 

(Vol. 17, No.2, 2006)

By Emily Attridge

A well-planned survey can give you insights into the attitudes, characteristics, and needs of the students you serve, as well as to chart changes over time. This article provides the basics of student survey construction.

 

Important Dates in the Deficit Reduction Act

 

(Vol. 17, No.2, 2006)

By Haley Chitty

Print it out and post it on your bulletin board – this article offers a handy reference to the “what’s” and “when’s” of the myriad changes made to the Title IV programs by the Deficit Reduction Act. You were in compliance yesterday – are you still in compliance today?

 

NASFAA Photo Contest – Opening Doors of Educational Opportunity

 

(Vol. 17, No.2, 2006)

We received many impressive submissions to the NASFAA’s Opening Doors photo contest. Here are the winners and a smattering of others we received. More photos appear on the NASFAA Web site at http://www.nasfaa.org/subhomes/photocontest2004/index.html?


Sometimes You Just Have to Laugh!

 

(Vol. 17, No.2, 2006)

More humor from the financial aid trenches.

 

Guiding, Inspiring, and Growing New Financial Aid Leaders

 

(Vol. 17, No.1, 2006)

By NASFAA's Leadership Development and Professional Advancement Committee

Ten student aid professionals express their views on promoting the professional development of aspiring leaders in the student aid field.

 

Private Scholarships Count: Access to Higher Education and the Critical Role of the Private Sector

 

(Vol. 17, No.1, 2006)

By Courtney McSwain

Private scholarship funds play an important role in helping students who have large unmet need gaps. A recent study examines the challenges in calculating the number and types of scholarships available, and offers recommendations for future research efforts.

 

The Tip of the NASFAA Iceberg

 

(Vol. 17, No.1, 2006)

By Linda Conard

You may be surprised to learn about all of the products and services NASFAA offers. You may be even more surprised to realize that the efforts of you and your colleagues make it all possible.

 

Private scholarship funds play an important role in helping students who have large unmet need gaps. A recent study examines the challenges in calculating the number and types of scholarships available, and offers recommendations for future research efforts.

 

Assessment in Student Aid

 

(Vol. 17, No.1, 2006)

By Maureen T. Amos

An assessment plan can be a valuable asset to the student aid office. This article—the first in a series—explores two important elements of a plan: the office mission statement, and the needs assessment.

 

Avoiding Illegal Lender Inducements (Legal Checkup)

 

(Vol. 17, No.1, 2006)

By Blain B. Butner and Aaron D. Lacey

Changes in the student loan market have made it increasingly difficult to determine what is an illegal inducement. This article explores the current state of the regulatory environment for the federal anti-inducement law.

 

You're Hired! What Aid Directors Look for the in Mid-level Managers (Fast Track)

 

(Vol. 17, No.1, 2006)

By Pamela Fowler

A must-read article for new staff who want to get ahead in the profession, and directors who want to know how their colleagues manage to find the best and the brightest.

 

Preparing for Disaster (Tech Bits)

 

(Vol. 17, No.1, 2006)

By Frank Valines

Emergencies happen. Is your office prepared? You’ll find examples, ideas, questions to ask yourself, and a contingency planning checklist to help you assess your current plan or create a new one. Plus, we talk with Student Aid Director Cathy Simoneaux about how Loyola’s aid office coped with Katrina.

 

The Simplified Needs Test (It's Not Always So Simple!) (Tax Detective)

 

(Vol. 17, No.1, 2006)

By James Briggs

The family filed a 1040. Are they eligible for the Simplified Needs Test? How aid administrators can help eligible families possibly qualify for more assistance.

 

Thinking Outside the Office (Sounding Board)

 

(Vol. 17, No.1, 2006)

By Julia Clayton

Community service efforts generate goodwill in the community and in the office. The inspirational story of paints, brushes, and more than a few hearty souls.

 

Pathways to College, Pathways to Change

 

(Vol. 16, No.3, 2005)

By Karen Cheng

How the Pathways to College Network uses existing research and proven methods to help reach students with the information they need to successfully enroll in and complete postsecondary education.

 

A Shared Agenda and a Call to Action

 

(Vol. 16, No.3, 2005)

By Elizabeth Guerard

A summary of the report—A Shared Agenda—from the Pathways to College Network. The report synthesizes research on guiding principles and recommendations.

 

College Access Marketing: Using Proven Methods to Promote Change

 

(Vol. 16, No.3, 2005)

By Elizabeth Guerard

Social marketing principles successfully adapted to raising awareness of how to prepare for college.

 

A Walk through the College Access Marketing Web Site

 

(Vol. 16, No.3, 2005)

By Karen Cheng

A step-by-step look at a useful tool in developing a college access marketing campaign.

 

Financial Aid Guidance: Paving the Way to College for Low-Income Students

 

(Vol. 16, No.3, 2005)

By Willis J. Hulings, III

How stakeholders can collaborate to help provide the resources needed to fill the “guidance gap” between low-income students and their higher-income counterparts.

 

Early Commitment Financial Aid Programs: Promises, Practices, and Policies

 

(Vol. 16, No.3, 2005)

By Cheryl Blanco

An examination of several scholarship programs that reward academic performance in secondary school with a commitment to funding postsecondary costs.

 

So What’s the Deal with College Goal Sunday?

 

(Vol. 16, No.3, 2005)

By Marcia Weston

Telling students “college is possible” just isn’t enough. Every February, College Goal Sunday programs across the nation help families make it possible, by completing the FAFSA, describing the various student aid programs, and preparing them for the next steps toward reaching their higher education goals.

 

What a Difference a Dollar Makes: IASFAA Supports Dollars for Scholars

 

(Vol. 16, No.3, 2005)

By John Carver

The Iowa Association of Student Financial Aid Administrators chooses Dollars for Scholars as the recipient of their efforts and funding for 2004.

 

Customer Service: It’s the People and the Process

 

(Vol. 16, No.3, 2005)

By Terry Everson and Laura Gallagher

The last article in our six-part series talks about the processes involved in customer service. Are you part of the solution or part of the problem?

 

Taxable Scholarships (Tax Detective)

 

(Vol. 16, No.3, 2005)

By James Briggs

Is the scholarship taxable? The answer is, it depends…

 

Survival! Eight Techniques to Survive and Thrive in Student Aid (Fast Track)

 

(Vol. 16, No.3, 2005)

By Darrill Anderson

This first article in our new column on advancing in the student aid profession examines what it takes to be a student aid administrator.

 

A Holiday Message (Sounding Board)

 

(Vol. 16, No.3, 2005)

By Darrill Anderson

Remembering the spirit of our profession during the holiday season.

 

Independence Day: Photos from the 2005 NASFAA Conference

 

(Vol. 16, No.3, 2005)

By Linda Conard

Looking back on the 2005 NASFAA Conference as we look forward to Seattle in 2006.

 

Tiki Barber: Leadership and Strong Shoulders

 

(Vol. 16, No.3, 2005)

By Linda Conard

Running back Tiki Barber’s keynote address inspires conference attendees.

 

An Interview with Mark Shields

 

(Vol. 16, No.3, 2005)

By Linda Conard

Conference presenter Mark Shields’ helps us understand where we stand on Capitol Hill. (Hint: We’re not at the top of the heap…)

 

Ninety-one Conference Attendees Win Scholarships for Their Schools!

 

(Vol. 16, No.3, 2005)

 

Conference vendors and NASFAA offer scholarships as door prizes and 91 schools take home prizes.

 

The 2005 NASFAA Awards

 

(Vol. 16, No.3, 2005)

 

Recognizing the achievements of some extraordinary individuals and committees.

 

They Make It Look So Easy – NASFAA’s Conference and Local Arrangements Committees

 

(Vol. 16, No.3, 2005)

 

A standing ovations for the people who made the National Conference an unmitigated success.

 

Two New York Public Schools Receive a Gift of $15,500 in Books

 

(Vol. 16, No.3, 2005)

 

The 2005 book drive exceeds all expectations – and earns the gratitude of two NY public schools.

 

Sometimes You Just Have to Laugh

 

(Vol. 16, No.3, 2005)

 

More funnies from the financial aid trenches.

 

Quick, Inexpensive, and Easy Technology Wins for a Financial Aid Office

 

(Vol. 16, No.2, 2005)

By Douglas A. Levy

Technology solutions for the aid office have to be expensive and complicated, right? Don’t bet on it. This article discusses worthwhile options with low-costs that do not sophisticated technology skills.

 

Hooked on Reporting

 

(Vol. 16, No.2, 2005)

By Susan Ladd

A reporting junkie fesses up to her addiction, and discusses ways to coordinate data collection and reporting functions within the institution.

 

What Are Web Services and How Can They Help Us?

 

(Vol. 16, No.2, 2005)

By Leonard Gude

As the Department of Education and others begin to embrace Web services, you’ll need to know more about it, and how to incorporate it into your own operations.

 

Financial Aid’s Bill of e-Rights: A Parody

 

(Vol. 16, No.2, 2005)

By Mark Bandre

A utopian view of our unalienable electronic rights.

 

Race-Conscious Financial Aid: After Michigan, Part 2

 

(Vol. 16, No.2, 2005)

By Elizabeth B. Meers and William E. Thro

The second in a two-part series on awarding race-based student aid.

 

Stress for Success

 

(Vol. 16, No.2, 2005)

By Terry Everson and Laura Gallagher

Stress isn’t always bad—sometimes it’s a motivator. But too much stress—good or bad—can affect your health, your family, and your job. Number five in our six-part series on customer service.

 

The Growth and Increasing Scrutiny of School-as-Lender Arrangements

 

Legal Checkup (Vol.16, No.2, 2005)

By Joel Rudnick

More and more schools are considering school-as-lender arrangements. What should you know before you start down this road?

 

Uncovering Undisclosed and Unreported Assets

 

The Tax Detective (Vol. 16, No.2, 2005)

By James Briggs

Sometimes the tax return reveals clues to hidden assets. Here’s a few tips on sleuthing out unreported money to ensure that need-based aid goes to families who really are needy.

 

Sometimes You Just Have to Laugh

 

(Vol. 16, No.2, 2005)

 

More chuckles from the student aid trenches.

 

The Dream Act: It’s Possible

 

Sounding Board (Vol. 16, No.2, 2005)

By Joan Zanders

Children brought to this country as illegal immigrants attend public schools, but the system seems to forget them when it’s time for college. It’s time to reconsider the DREAM Act to open the doors of educational opportunity these children as well.

 

A Boxed Financial Aid Future

 

Sounding Board (Vol. 16, No.2, 2005)

By Thomas Ratliff

Imagine a future where only two-year colleges can offer Pell Grants so students will move into the workforce more quickly, and student aid administrators have become passé. Fiction? Yes. But for how long?

 

Race-Conscious Financial Aid: After Michigan

 

(Vol. 16, No.1, 2005)

By Elizabeth B. Meers and William E. Thro

The first in a two-part series addressing some of the questions frequently asked by student financial aid administrators about race-conscious financial aid.

 

Becoming Credit-Wise: What Students (and You!) Should Know

 

(Vol. 16, No.1, 2005)

By Jeffrey E. Hanson

A short primer on understanding how credit reports and credit scoring may affect students’ borrowing for higher education and beyond.

 

Debt Management Strategies that Work for Graduate and Professional Students

 

(Vol. 16, No.1, 2005)

By NASFAA's Graduate/Professional Issues Committee

Four graduate/professional schools outline their strategies for helping students understand and manage their debt, and limit their borrowing.

 

We Need to Delight: Taking Customer Service to the Highest Level

 

(Vol. 16, No.1, 2005)

By By Terry Everson and Laura Gallagher

Creating memorable customer service in the student aid office. Fourth in Transcript’s six-part series on customer service.

 

The 24/7 Financial Aid Office

 

(Vol. 16, No.1, 2005)

By Cristi Easton

How and why one school made the leap to ‘round-the-clock service for their students. Should your school do the same?

 

Death, Taxes, Program Reviews, and Audits

 

(Vol. 16, No.1, 2005)

By Jonathan D. Tarnow

Program reviews and audits are as inevitable as death and taxes. A few tips on how to handle them when they occur.

 

Discovering Tax Discrepancies

 

(Vol. 16, No.1, 2005)

By James Briggs

The Department’s stand on conflicting information involves a greater understanding of IRS requirements. The Tax Detective gives a few pointers on what you need to look for, and where.

 

Missed Opportunities: Students Who Do Not Apply for Financial Aid

 

(Vol. 16, No.1, 2005)

By Jacqueline E. King

Some students who do not apply for financial aid are from low-income families. Why do they fail to apply, and what should we do to change this?

 

Author Guidelines

 

(Vol. 16, No.1, 2005)

 

Are you a hidden Hemingway? Consider writing for Transcript!

 

GPIC Seeks Your Input Concerning Cost of Attendance

 

(Vol. 16, No.1, 2005)

 

GPIC Seeks Your Input Concerning Cost of Attendance

 

Sometimes You Just Have to Laugh

 

(Vol. 16, No.1, 2005)

 

A lighthearted look at student aid

 

A Scan of Our Changing Enviroment

 

(Vol. 15, No.3, 2004)

By NASFAA's Research Committee

Looking ahead to the events and trends may affect our future.

 

What You Need to Know about Private Loans

 

(Vol. 15, No.3, 2004)

By Stephen Brown

How you can help you students sort through wide range of options.

 

Achieving Enrollment Management Bliss: Grasping the Fundamentals

 

(Vol. 15, No.3, 2004)

By Stephen Clemente

With the right approach, enrollment management may bring us back to our counseling and creative roots.

 

Everybody's Got Them: Tough Customers!

 

(Vol. 15, No.3, 2004)

By Terry Everson and Laura Gallagher

Some folks seems impossible to please - and they are. The third in our series on customer service.

 

What Is Written Consent?

Legal Checkup

(Vol. 15, No.3, 2004)

By Dana Fallon

Understanding the flexibility and limitation created by the recent expansion of the FERPA regulations.

 

Financial Aid Awards and Services to Graduate/Professional Students in 2002-2003

 

Research Briefs(Vol. 15, No.3, 2004)

By Kenneth E. Redd

An insightful look at the results from NASFAA's 2003 Survey of Graduate Aid Policies, Practices, and Procedures (SOGAPPP).

 

Sometimes You Just Have to Laugh

 

(Vol. 15, No.3, 2004)

 

More financial aid humor from your colleagues. Have you submitted your story yet?

 

Picture This! A Few Candid Moments at the 2004 Conference.

 

(Vol. 15, No.3, 2004)

 

2004 Conference Photos.

 

Accessing the Mind: The Remarkedable Life of Dr. Benjamin Carson.

 

(Vol. 15, No.3, 2004)

By Linda Conard

From troubled teen to gifted neurosurgeon - the life story of NASFAA's Conference keynote speaker is nothing short of inspirational.

 

What We Can Do

 

(Vol. 15, No.3, 2004)

 

National Chair George Chin's Inaugural Address at the 2004 National Conference.

 

NASFAA's Carnival of Learning - Fun with the Future!

 

(Vol. 15, No.3, 2004)

By Cristi Easton

Fun and food aboundas Minneasota youngsters learn about careers, goals, and what it takes to get a college education.

 

Mind Over MASFAA - A Midwest Association Brain Teaser

 

(Vol. 15, No.3, 2004)

By Arman Habegger

Can you guess which Midwest Association states fit these riddles?

 

NASFAA Conference Donate $51,175 in Scholarships!

 

(Vol. 15, No.3, 2004)

 

Thanks to the generosity of NASFAA's vendors, some lucky participants gained more than just a wealth of information and camaraderie from the Conference- they took home scholarships for their students.

 

Bravo! Bravo! The 2004 NASFAA Awards

 

(Vol. 15, No.3, 2004)

By Elizabeth Guerard

NASFAA honors individuals and groups making outstanding achievements in our field.

 

NASFAA's Conference and Local Arrangement Committees Helped Us Make It After All.

 

(Vol. 15, No.3, 2004)

 

A small tribute to some big heroes of this year's Conference.

 

Conference Participants Make Record Donation to Minnesota Libraries

Conference Participants Make Record Donation to Minnesota Libraries

(Vol. 15, No.3, 2004)

 

Donating book and gift cards, Conference participants bestowed a wealth of resources on two area libraries.

 

Electronic Aid Services for Parents

 

(Vol. 15, No.2, 2004)

By Val Meyers

How one school uses technology to keep parents in the loop.

 

Steps to Customer Loyalty: Your Secret to Success

 

(Vol. 15, No.2, 2004)

By Terry Everson and Laura Gallagher

Turn daily customer services situations into customer loyalty opportunities

 

An Umbrella for Your Parade When Difficult Students Reign

 

(Vol. 15, No.2, 2004)

By Rita Shelley and Ted Lewis Pirtle

Recognizing the value of your work helps you weather any difficult students

 

Strengthening Technical Communication: Introduction to Microsoft InfoPath.

 

(Vol. 15, No.2, 2004)

By Stephen Clemente

Learn how to use a powerful tool that your institution may already own.

 

Sometime You Just Have to Laugh

 

(Vol. 15, No.2, 2004)

 

Admit it - now and then financial aid can be very funny.

 

When I'n Gone, the Office Is Closed

 

(Vol. 15, No.2, 2004)

By Kelly Hoggatt

A survival guide for the one-person aid office.

 

Calling All Student Aid Professionals

 

(Vol. 15, No.2, 2004)

By Susan Luhman

NASFAA's excellent adventure. Do you have what it takes to be a Standard of Excellence reviewer?

 

Recurrent Program Review and Audit Findings and How to Avoid Them

 

(Vol. 15, No.2, 2004)

By Stanley Freeman

An ounce of prevention... A must read for all financial aid directors.

 

Diversity on Dangerous Ground: Continuing Questions on Race-based Scholarships Since the Gratz and Grutter Decisions

 

(Vol. 15, No.2, 2004)

By Kenneth E. Redd

The Gratz and Grutter decisions may have raised as many questions as they answered about race-targeted aid.

 

Quotes of Note

 

(Vol. 15, No.2, 2004)

 

 

 

Did you SAY BBAY or EBAY?

 

(Vol. 15, No.2, 2004)

By Emily Attridge

Can BBAY be the best way? This sounding board author says yes!

 

Trends, Strategies, and Tactics for Reaching Prospective Student Consumers

 

(Vol. 15, No.1, 2004)

By Scott Lomas

Schools may need to adopt marketing communications strategies to reach families who are shopping to select a college

 

The Data-Driven Financial Aid Office

 

(Vol. 15, No.1, 2004)

By John Parker

As you gather information about your office, turn numbers into data, and data into decisions.