David Bartlett and Byron Scott | Nov U.S. Department of Education 2012 Fall Conference Foreign Schools Orientation to the FSA Conference Session 33

Who Attends the Conference? School Owners/Presidents Financial Aid Administrators Admission Officers Bursars/Billing Officers Loan Servicers Senior ED Officials Private Auditors/Accountants 2

3 Daily Expectations… Morning coffee and tea Lunch on your own Announcements/updates in General Sessions Noticeboard in registration area

Logistical Tips Plan smart for General Sessions Check location of your next session Have back-up choices Consider 2 nd or 3 rd session offering Wear comfortable shoes 4

Logistical Tips New this year - there will no designated lunch periods or breaks times. We are leaving it up to you to schedule your day Breakout session topics offered multiple times 5

2012 Schedule Builder 6

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Need Help? ED Staff Red Shirts Blue Ribbons on name badges Send questions to: Follow the conference on using hashtag #FSAconf12 Write a hand written question and drop it in the box at registration 8

Resources Resource Center and Kiosks ED staff can answer your questions about websites, electronic processes Foreign School staff to answer your particular questions Computers to check your View & order free publications at Resources for Students 9

Session Planning Read the session descriptions in program to assess if it is for you – dont depend on agenda Have a backup plan for each timeslot Hands-On sessions fill up quickly Arrive at least 15 minutes early No food/drink allowed in Hands-On sessions 10

General Sessions 11 Welcome and Federal Update GS1. Welcome & Federal Update During this session, the panel will present up-to-date information on a number of Department of Education activities and initiatives. Some topics will include negotiated rulemaking and Title IV program appropriations. Day 1, 8:30 a.m., Peabody Grand & Windermere Ballrooms, Convention Level Town Hall GS2. Town Hall This session offers attendees an opportunity to ask questions of senior staff on issues related to the federal student aid programs. Day 4, 8:30 a.m., Peabody Grand & Windermere Ballrooms, Convention Level

Foreign School Session 34. Foreign Schools Update and Q&A This session will communicate any new guidance to foreign school partners on topics specific to the FS audience. Ample time will be provided after the update portion of the session for question and answers with FSA subject matter experts. Day 2, 5:00 p.m. – 6:00 p.m. Barrel Spring 35. Foreign Schools Medical, Veterinarian, & Nursing Update This session will provide updated guidance on the administration of these specific regulations. An adequate amount of time will be allowed in the design of this session to allow a question and answer period with subject matter experts from the Foreign Schools Team. Day 2, 1:30 p.m. – 2:45 p.m. Barrel Spring 12

Foreign School Sessions 36. Foreign Schools Cash Management The session will provide a refresher on the basics of cash management and disbursement rules for foreign schools. This session will also demonstrate the process of entering funding requests and returning funds to ED using the electronic refund process in the G5 system. Day 1, 1:30 p.m. – 2:45 p.m. Barrel Spring 37. Foreign Schools Consumer Information Consumer information is required of all Title IV eligible institutions and foreign schools are also required to provide consumer information to prospective and current U.S. students. This session will describe the necessary communication and the timeframes upon which it needs to be delivered to students as well as the requirements of reporting to FSA. Day 1, 3:00 p.m. – 4:15 p.m. Barrel Spring 13

Foreign School Sessions 38. Foreign Schools Satisfactory Academic Progress Foreign schools must have a satisfactory academic progress (SAP) policy and it may need to be updated based upon changes from recent regulations. This session will be created at a basic level to assist foreign schools in creating their own SAP policy or to boost their policy to include new provisions of recent regulatory changes. Day 1, 10:30 a.m. – 11:45 a.m. Barrel Spring 39. Foreign Schools Return of Title IV Funds (R2T4) When a U.S. student ceases attendance at a Title IV eligible institution, the institution is required to complete a return of Title IV funds calculation. Since foreign schools have a relative low number of withdrawals, this calculation will be presented at a basic level and a hand calculation using FSA provided forms will be demonstrated. Day 2, 9:00 a.m. – 10:15 a.m. Barrel Spring 14

Foreign School Sessions 40. Hands-On FSA Assessments for Foreign Schools This session will present the FSA Assessment tool. A tour of the assessments will be presented and the foreign school participants will be given the opportunity to use the FSA Assessments to complete lessons that will aid them in using the tool. Day 2, 10:30 a.m. – 11:45 a.m. Manatee Spring Room 15

Other Hands-On Sessions 19. Hands-On NSLDS This session is an introduction to the basic functionality of the NSLDS website. Topics covered include loan and grant history, enrollment reporting, transfer monitoring, reports, and other useful features of the NSLDS website. Day 1, 2:00 p.m. – 3:15 p.m. Manatee Spring Day 2, 1:30 p.m. – 2:45 p.m. Manatee Spring Day 3, 11:00 a.m. – 12:15 p.m. Manatee Spring Day 3, 3:00 p.m. – 4:15 p.m. Manatee Spring 16

Reconciliation 16. Title IV Reconciliation This session will present an overview of key areas in the funding and reconciliation processes for all Title IV Aid programs. Tips, tools, and resources will be explored to assist your school in meeting your responsibilities for timely and accurate accounting of all Title IV Aid funds. We will also cover the inter-relationships between the Financial Aid and Business Offices and the need for internal reconciliation and reconciliation to the Departments records. In addition, we will examine a new Direct Loan and TEACH Grant reconciliation report available to schools beginning March Day 2, 9:00 a.m. – 10:15 a.m. Plaza International Ballroom H-K Day 2, 3:00 p.m. – 4:15 p.m. Plaza International Ballroom H-K Day 3, 12:30 p.m. – 1:45 p.m. Plaza International Ballroom D-G Day 4, 11:00 a.m. – 12:15 p.m. Peabody Grand Ballroom R 17

Loan Servicing 14. Federal Loan Servicer Panel Discussion Day 1, 11:00 a.m. – 12:15 p.m. Plaza International Ballroom H-K Day 2, 9:00 a.m. – 10:15 a.m. Peabody Grand Ballroom R Day 3, 12:00 p.m. – 1:15 p.m. Peabody Grand Ballroom S-V Day 4, 10:30 a.m. – 11:45 a.m. Plaza International Ballroom D-G 15. Federal Loan Servicing Update Day 1, 3:30 p.m. – 4:45 p.m. Plaza International Ballroom D-G Day 2, 12:30 p.m. – 1:45 p.m. Peabody Grand Ballroom R Day 3, 9:00 a.m. – 10:15 a.m. Peabody Grand Ballroom S-V Day 3, 3:00 p.m. – 4:15 p.m. Peabody Grand Ballroom S-V 18

Default Information 12. Developing Effective Mandatory and Voluntary Default Management Plans Day 1, 10:30 a.m. – 11:45 a.m. Orlando Ballroom L-N Day 2, 3:30 p.m. – 4:45 p.m. Windermere Ballroom Y-Z Day 3, 12:30 p.m. – 1:45 p.m. Peabody Grand Ballroom R Day 4, 12:00 p.m. – 1:15 p.m. Windermere Ballroom W-X 13. Default Aversion Activities Day 1, 2:00 p.m. – 3:15 p.m. Orlando Ballroom L-N Day 2, 12:30 p.m. – 1:45 p.m. Windermere Ballroom Y-Z Day 3, 3:00 p.m. – 4:15 p.m. Plaza International Ballroom H-K Day 4, 10:30 a.m. – 11:45 a.m. Plaza International Ballroom H-K 19

Other Sessions of Interests 9. Loan Counseling Tools One stop shop for all loan counseling needs is coming to a website near you…StudentLoans.gov! Entrance, Exit, and Financial Awareness Counseling will all have Web-based interactive modules designed to help students understand their financial aid obligations, provide tips and tools to manage their finances, and chose the best repayment plan for their circumstances. Day 1, 10:30 a.m. – 11:45 a.m. Plaza International Ballroom D-G Day 2, 9:00 a.m. – 10:15 a.m. Windermere Ballroom W-X Day 3, 2:00 p.m. – 3:15 p.m. Peabody Grand Ballroom R Day 4, 10:30 a.m. – 11:45 a.m. Orlando Ballroom L-N 20

Other Sessions of Interests 26. FAFSA & Application Processing Update The session will provide an overview of the Free Application for Federal Student Aid and update of related application processing changes. Day 1, 2:00 p.m. – 3:15 p.m. Windermere Ballroom Y-Z Day 2, 9:30 a.m. – 10:45 a.m. Peabody Grand Ballroom S-V Day 2, 3:30 p.m. – 4:45 p.m. Peabody Grand Ballroom S-V Day 3, 10:30 a.m. – 11:45 a.m. Peabody Grand Ballroom S-V

30. Your Role in Helping FSA Prevent Identity Fraud Federal Student Aid receives numerous breach reports annually from colleges and universities. In investigating these incidents, the Department of Education discovered that the underlying motive in some cases was the theft of PII data in order to commit fraud. This important session will focus on some of these fraudulent activities, let you know what to do in the event of a data breach, and give FAAs valuable tips on protecting PII data. Day 1, 12:30 p.m. – 1:45 p.m. Peabody Grand Ballroom S-V Day 2, 3:00 p.m. – 4:15 p.m. Peabody Grand Ballroom R Day 3, 3:30 p.m. – 4:45 p.m. Peabody Grand Ballroom R Other Miscellaneous Sessions

23 Dont Forget to…. Visit the Resource Center Ask Questions Enjoy the Camaraderie Make New Contacts

QUESTIONS? 24