INVEST: A Monthly INVentory of Educational Opportunities for STaff (October 2013)

AGENCY/PROGRAM DATE(S) COMMENTS US DEPARTMENT OF EDUCATION REGULATORY GUIDANCE AND TRAINING FSA Assessments Web-page Q&A on Program Integrity Regulations Web-site Gainful Employment Information and FAQ (includes GE Operations Manual) Info and docs Learner web-site (downloadable material: ADR, R2T4, NSLDS, EFC, regulations, DLP) Web-based material Federal Student Aid E-Training Bulletin Board [Intro to Student Aid, Basic Title IV Training (FSA Coach), ED Express Ref 1.0, Live and Recorded Webinars, Training By Topics, Systems and Software Training] Materials and Recordings/Webinars/Regulatory Updates (Archived) Audio & documents Federal Student Aid Media Files (recent conference and webinar presentations) Multi-Media 2012 FSA Conference Session Presentations Archived material Privacy Technical Assistance Center (PTAC) Webinars & Presentations Archived material College Affordability and Transparency Center (college cost watch lists) Web-site US DEPARTMENT OF EDUCATION REFERENCE MANUALS Information For Financial Aid Professionals: Federal Student Aid Statutory, Regulatory & Guidance Publications Web-site; links to & Announcements; Brochure: IFAP: Information You Can Use publications Quick Reference Guide for Direct Loan Schools (April 2010) Flyer Direct Loan School Guide (2008 still current) Publication Program Review Guide (2009 still current) Publication Audits of Federal Stdt Finl Assistance Programs at Participating Institutions and Institution Servicers (2000) Publication US DEPARTMENT OF EDUCATION STUDENT CONSUMER PUBLICATIONS & WEB-SITES Federal Student Aid Resources Page (Publications, Brochures, Fact Sheets, Video) Web-Page & Docs For Members of the US Armed Forces: What You Need To Know About Your Federal Student Loan Benefits Brochure My TEACH Grant (TEACH Grant ATS & Initial Counseling web-site; includes links to ent & exit counseling guides) Web-site National Student Loan Data System (also for TEACH Grant exit counseling completion) Web-site Your Federal Student Loans: Learn the Basics and Manage Your Debt (2010) Publication Entrance Counseling Guide for Students (December 2010) Exit Counseling Guide for Students (December 2010) Publication Direct Loan Basics & Entrance Counseling Guide for Grad/Prof Student Direct PLUS Loan Borrowers Publication My ED Account (web-site for students to manage TIV loans in repayment) Web-site ACCESS GROUP Information for Financial Aid Administrators (list of publications for order; grad/prof/law oriented) Publications ALABAMA ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS Conference Presentations Archived conf docs ALASKA COMMISSION ON HIGHER EDUCATION Understanding Your Credit (financial literacy) Document AMERICAN BAR ASSOCIATION, BUSINESS LAW SECTION SafeBorrowing.com (Mortgage, student loan, purchasing a car & credit cards) (financial literacy) Web-site AMERICAN ASSOCIATION OF COLLEGE REGISTRARS AND ADMISSIONS OFFICERS (AACRAO) Summary of Final Rule on Department of Defense Tuition Assistance (TA) Program MOU News article Webinars (Admissions, Registrar, and Enrollment Management (Most are Fee-Based) Archived webinars Higher Education Act Voter Registration Mandate and Beyond Archived webinar Webinar slides Student Voting & the HEA: How Colleges Can Ensure Compliance & Increase Student Voting Access Free webinar New Guidelines for FERPA (April 2011 NPRM) Free webinar FERPA and Financial Aid Records ($49 members/$69 non-members) Fee-based webinar AMERICAN ASSOCIATION OF MEDICAL COLLEGES (AAMC) FIRST (Financial Information, Resources, Services & Tools) for Medical Education (Financial Literacy) Resources & Pubs. (Sections for Students, Residents, FAO & Pre-Health Advisors; Podcasts & Fact Sheets see the Education Debt Manager publication) AMERICAN COUNCIL ON EDUCATION Fisher v University of Texas at Austin: The Supreme Courts Decision and What It Means for Your Campus Archived webinar Memo on Exec Order-Principles of Excellence for Military Assistance & VA Benefits Progs. May 2012 Memorandum Todays GI Bill Web-site Veteran Friendly Toolkit Web-site KnowHow2Go (Post-secondary awareness; partnered with the Lumina Foundation) Web-site
Created/Edited By: David R Smedley, Associate Director, Compliance & Policy, The George Washington University, Office of Student Financial Assistance. Page 1 Email: dsmedley@email.gwu.edu. Note: This is a hyperlinked document. Click the hyperlink to go to the requisite listed resource. Courtesy attribution appreciated.

INVEST: A Monthly INVentory of Educational Opportunities for STaff (October 2013)

AGENCY/PROGRAM DATE(S) AMERICAN FEDERATION OF TEACHERS Loan Forgiveness AMERICAN STUDENT ASSISTANCE Examining the Financial Challenges of Today's Young Adults Oct 15 Scoop From The Hill: Federal Financial Aid Update Oct 29 Tweet This: Social Media Simplified! @yourschool #youcandoit Nov 19 Student Loan Triage Insight from the ASA Ombudsman Dec 11 Student Loan Repayment: Repay Your Way (Financial Education for Students) Dec 10 Student On Demand Library (Budgeting, Credit, Stdt Aid, Scholarships, Loan Repayment) Staff On Demand Library (Financial Literacy, Loan Forgiveness, SAP, Gen Y Students) ARIZONA ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS 2013 Spring Symposium Presentations THE COLLEGE BOARD Access and Diversity Collaborative Trends In Higher Education Web-site (reports and webcast) Institutional Methodology: What Is It? FM and IM Differences Guide to Developing an RFP Process and Evaluating Proposals (May 2010) CONNECTICUT STUDENT FINANCIAL AID ADMINISTRATORS ASSOCIATION 2013 Tax Workshop, 2012 Winter Conference, & 2012 Fall Training Presentations CONSUMER FINANCIAL PROTECTION BUREAU Understanding College Finance: Student banking How to Manage Your College Money Information for Service-members (financing your education and financial literacy) Additional resources for service members and their families DELAWARE-DISTRICT OF COLUMBIA-MARYLAND FINANCIAL AID ADMINISTRATORS (TRI-STATE) 2013 Spring Training Presentations EASTERN ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS (EASFAA) 2013 Conference Presentations Committee On Military Financing and Benefits Resource Guide and Flyers EDUCATION CREDIT MANAGEMENT CORPORATION (ECMC) Personal Financial Management Series Building A Positive Credit Rating Oct 2; Nov 18, 20 Build, Invest, Grow (Five Pillars to Bldg Financial Literacy and Default Prevention Team) Oct 7, 9 Build, Invest, Grow (Investing in Your Default Prevention and Financial Literacy Team) Oct 21, 23 Build, Invest, Grow (Investing in Your Students) Oct 28, 30 Build, Invest, Grow (Growing Default Prevention Out and Down) Nov 4, 6 Build, Invest, Grow (Growing Your Students Understanding of Consumer Debt) Nov 11, 13 Holiday Spending Survival Dec 2, 4 EDUCATION ADVISORY BOARD (requires a first-time registration and must be a member school) From Military Service to Student Life The Data-Driven Student Affairs Enterprise Elevating Advising Managing through the Downturn Managing IT in Student Affairs Organizations Partnering with Parents for Student Success EDFUND (NOTE: EDFUND has been taken over by ECMC) Building Futures: Money Matters (financial literacy) EQUAL JUSTICE WORKS Student Debt Relief Educational Debt Relief (includes video and on-demand webinars) FEDERAL RESERVE BANK OF CHICAGO AND VISA, INC. Financial Literacy & Education Summit Improving Womens Financial Literacy Globally (2013) International Solutions to Improving Financial Literacy (2012) COMMENTS Document & db Scheduled webinar Scheduled webinar Scheduled webinar Scheduled webinar Scheduled webinar Archived webinars Archived webinars Archived conf docs Web-site & docs Archived webinar Publication Publication Publication Archived conf docs Web-site Web-site Web-site and links Archived docs Archived conf docs Downloadable docs Flyers & Forms Scheduled webinars Scheduled webinars Scheduled webinars Scheduled webinars Scheduled webinars Scheduled webinars Scheduled webinars On-demand webinar On-demand webinar On-demand webinar On-demand webinar On-demand webinar On-demand webinar Website/ downloads Web-site Web-site Archived broadcast Archived broadcast

Created/Edited By: David R Smedley, Associate Director, Compliance & Policy, The George Washington University, Office of Student Financial Assistance. Page 2 Email: dsmedley@email.gwu.edu. Note: This is a hyperlinked document. Click the hyperlink to go to the requisite listed resource. Courtesy attribution appreciated.

INVEST: A Monthly INVentory of Educational Opportunities for STaff (October 2013)

AGENCY/PROGRAM DATE(S) FEDERAL RESERVE BANK OF CHICAGO AND VISA, INC. Financial Literacy & Education Summit The Role of Government In Financial Literacy (2011) Advancing Financial Stability and Responsibility (2010) Global Best Practices in Financial Education (2009) Building the Financial IQ of Generation Y (2008) Policy and Best Practices (2007) FLORIDA ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS Archived conference presentations (2013-2011) GEORGIA ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS 2013 Conference Presentations and Prior GREAT LAKES HIGHER EDUCATION CORPORATION Financial IQ (Financial Literacy) Money 411 (Financial IQ series) Perfecting Your Policies and Procedures Manual Oct 1 New Professionals Financial Aid for Beginners Oct 15 New Professionals Applying Federal Methodology Oct 17 New Professionals Understanding The Verification Process Oct 22 New Professionals Loans I: Understanding the Basics Oct 23 New Professionals Database Matches: Resolving Common Comment Codes Oct 24 New Professionals Loans II: Helping Students Succeed In Repayment Oct 29 Trends In Student Aid and College Pricing 2012 Oct 30 Crafting A Social Media Strategy for Your Financial Aid Office Oct 16 Loan Repayment Strategies Part I: Help Your Students Choose the Right Plan for Success Nov 5 Dependency Dilemmas Nov 6, 18 How to Create A Social Media Site for your Financial Aid Office Nov 12 FERPA: Interpreting the Intricacies Nov 13, Dec 17 Loan Repayment Strategies Part 2: Understanding Forgiveness, Forbearance and Defermt Nov 14 Cost of Attendance Essentials: a Data-Driven Approach to Balancing Stdt Needs & Debt Nov 19, Dec 18 Consumer Information Requirements Nov 20 Assessing Your Financial Aid Social Media Plan: Measure What Matters Dec 10 Knowledge Center Webcasts On-demand HIGHER EDUCATION COMPLIANCE ALLIANCE Web-site ILLINOIS STUDENT FINANCIAL AID ADMINISTRATORS ASSOCIATION Spring 2013 Conference Handouts INDIANA STUDENT FINANCIAL AID ADMINISTRATORS 2013 Spring Conference Materials and Prior Conferences IOWA COLLEGE STUDENT AID COMMISSION (ICSAC) Training Materials (most recent Jan 2011 on PLLs) I Have A Plan (Financial Literacy) IOWA STUDENT FINANCIAL AID ADMINISTRATORS 2013 Spring Conference Presentations and Prior (2013-2012) KANSAS STUDENT FINANCIAL AID ADMINISTRATORS (KASFAA) 2013 Spring Conference Presentation and Fall 2012 Conference Handouts KENTUCKY HIGHER EDUCATION ASSISTANCE AGENCY (KHEAA) Its Money, Baby: How to Make It, Use It, and Save It (Financial Literacy) LAW SCHOOL ADMISSION COUNCIL Financing a Legal Education: Investing In Your Future (financial literacy) LOUISIANA ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS (LASFAA) 2013 Spring Conference Presentations and Prior (2013-2010) FINANCE AUTHORITY OF MAINE Money Management Toolkit (Financial Literacy) COMMENTS Archived broadcast Archived broadcast Archived broadcast Archived broadcast Archived broadcast Archived conf docm Archived conf docm Web-site & links Scheduled webinars

Webcasts Web-site and links Archived info Archived info Archived info Web-site Archived conf docs Archived conf docs Document Videos Archived conf docs Web-site

Created/Edited By: David R Smedley, Associate Director, Compliance & Policy, The George Washington University, Office of Student Financial Assistance. Page 3 Email: dsmedley@email.gwu.edu. Note: This is a hyperlinked document. Click the hyperlink to go to the requisite listed resource. Courtesy attribution appreciated.

INVEST: A Monthly INVentory of Educational Opportunities for STaff (October 2013)

AGENCY/PROGRAM MAINE ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS (MASFAAWEB) 2012 Conference Presentation Handouts MAPPING YOUR FUTURE Direct PLUS Guide/Federal PLUS Loan for Parents Financial Literacy Guide Private Loan Guide Power Wallet (Financial Literacy Tool) Default Prevention Beyond Regulatory Requirements, Getting Results MISSISSIPPI ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS (MSMASFAA) 2013 Conference Presentations MISSOURI STUDENT FINANCIAL AID ADMINISTRATORS (MASFAP) 2013 Spring Conference; 2012 Fall Conference Presentations & Previous MONTANA GUARANTY STUDENT LOAN PROGRAM Get Money Smarts (Financial Literacy) NATIONAL ASSOCIATION OF COLLEGE ADMISSIONS COUNSELING (NACAC) DATE(S) COMMENTS Archived conf docm Publication Publication Publication Web-site Archived webinar Archived conf docs Archived conf docm Web-site April 2013 Archived webinar Web-page & links Scheduled webinar Archived webinar Archived webinar Archived webinar Document Archived webinar Flyer Flyer Flyer Flyer Flyers Presentation docm Archived webinar Archived webinar Archived webinar Archived webinar Archived webinar Archived webinar Archived webinar Archived webinar Archived webinar Learning community Publication On-demand program Online education Web-site Web-site Archived webinar Scheduled programs Archived content

Shopping Sheets and College Scorecards: A Comparative Look at the Federal Governments Financial Planning Resources (free archived webinar) Net Price Calculator

NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS (NASFAA) Federal Update (required NASFAA membership, but free to members) Oct 17 Professional Judgment Webinar (requires NASFAA membership) Award Letters and Consumer Information Summer Aid Webinar (requires NASFAA membership) Summer Aid Webinar FAQ (requires NASFAA membership) R2T4 and the Treatment of Modules (require NASFAA membership) FAFSA Tips and Common Mistakes to Avoid Comparison of Sub and Unsub Loan Terms for Graduate & Professional Students (requires NASFAA logon) Comparison of Sub and Unsub for Undergrads (requires NASFAA membership) 2013-14 Student Aid Quick Reference Sheet (requires NASFAA membership) Tip Sheets for Unique Populations (Adult Learners, Military & Veterans, Undocumented Students) 2013-14 Financial Aid Night Materials Eligibility of Academic Programs for Title IV Cash Management (requires NASFAA membership) Resolving Citizenship Issues (requires NASFAA membership) Verification: Its A Whole New World (requires NASFAA membership) Gainful Employment Defined: The Metrics (requires NASFAA membership) Administrative Capability (requires NASFAA membership) Making the Money Work for You: Campus-Based Program Issues (requires NASFAA membership) Pell Grant Issues: Second Scheduled Awards and Crossover Periods (requires NASFAA membership) NASFAA s Ethical Principles and Code of Conduct Learn Student Aid (fee-based online learning community) NATIONAL STUDENT LOAN PROGRAM (NSLP) How to Organize a Money Management Fair It Takes A Campus: Bldg A Multidiscipl Success Team to Improve The Financial Capability of Your Students Financial Avenue (fee-based financial literacy; Budget worksheet & ID Theft document are free for download) Inceptia (new rebranding by NSLP; financial literacy, debt management, and student aid credentialing) NEW HAMPSHIRE HIGHER EDUCATION ASSISTANCE FOUNDATION Manage Your Money (Financial Literacy) NELNET Introduction to Financial Personal Finance (Nelnet Money Mondays - Fin Literacy) Saving and Investing Basics (Nelnet Money Mondays - Fin Literacy) 2013-14 Direct Loan Interest Rate Chart Archived webinar portal (20-13-14 FAFSA, Verification, DL Reconciliation, Loans, Other) (Webinars & PDFs)

Created/Edited By: David R Smedley, Associate Director, Compliance & Policy, The George Washington University, Office of Student Financial Assistance. Page 4 Email: dsmedley@email.gwu.edu. Note: This is a hyperlinked document. Click the hyperlink to go to the requisite listed resource. Courtesy attribution appreciated.

INVEST: A Monthly INVentory of Educational Opportunities for STaff (October 2013)

AGENCY/PROGRAM DATE(S) NEW YORK FINANCIAL AID ADMINISTRATORS ASSOCIATION (NYSFAAA) 2012 Conference Handouts NEW YORK HIGHER EDUCATION SERVICES CORPORATION (HESC) Financial Awareness and Consumer Training for Students (FACTS)(Financial Literacy) NORTH CAROLINA ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS (NCASFAA) 2013 Spring Conference Presentation Handouts and Previous OHIO ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS (OASFAA) Past Conference Presentation Handouts COLLEGE FOUNDATION OF NORTH CAROLINA Financial Literacy OKLAHOMA GUARANTEED STUDENT LOAN PROGRAM Oklahoma Money Matters (Financial Literacy) Where Can I Find The Answer? Regulatory Reference Guide OKLAHOMA ASSOCIATION OF STUDENT AID ADMINISTRATORS (OASFAAOK) 2012 Conference Presentation Handouts and other archived material OREGON ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS (OASFAAONLINE) 2013 Conference Presentations PACIFIC ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS (PACFAA) Spring 2013 Conference Presentations PENNSYLVANIA HIGHER EDUCATION ASSISTANCE AGENCY (PHEAA) [ALSO, AES AND FED LOAN SERVICING] Industry Bulletin (formerly called Loan Notes; bi-monthly newsletter with regulatory guidance information) You Can Deal With It (Financial Literacy) PENNSYLVANIA ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS (PASFAA) 2013 Spring Conference Handouts 2012 Conference Presentation Handouts PROJECT ON STUDEBT DEBT 2013-14 Interest Rates RHODE ISLAND STUDENT LOAN AUTHORITY Financial Literacy EDUCATION ASSISTANCE CORPORATION (SOUTH DAKOTA) Show Me the Future (Financial Literacy via Mapping Your Future) SOUTH CAROLINA ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS 2013 Conference Presentations SOUTHWEST ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS (SWASFAA) 2012 Conference Presentation Handouts TEXAS ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS (TASFAA) 2013 New Aid Officer Workshop Presentations TEXAS GUARANTEED STUDENT LOAN CORPORATION (TG) Financial Aid for Rookies On-demand Financial Literacy Mini-Modules (Financial Literacy) On-demand Map 21: 150% Subsidy Rule Oct 17 Make it FAIR: Developing a Collaborative Relationship Between Financial Aid (FA) and Oct 22 Institutional Research (IR) Essential Entrance and Exit Loan Counseling Components Dec 19 Annual Training Conference 2013 Archived conf info 2013-14 Interest Rates Archived Training Modules, Recordings and Materials (all services back to Nov 2010) New Regulations Roadmap: Program Integrity Issues Compilation: Overview of 14 Program Integrity Topics Flowcharts and Other Resources Program Integrity Regulations TENNESSEE STUDENT FINANCIAL AID ADMINISTRATORS 2013 Spring Conference Presentations COMMENTS Archived conf docm Web-site Archived conf docm Archived conf docm Web-site Web-site Publication Archived conf docs Archived conf docs Archived conf docs Newsletter Web-site Archived conf docm Archived conf docm Flyer Web-site Web-site Archived conf docs Archived conf docm Archived conf docs On-demand program On-demand program Scheduled webinar Scheduled webinar Scheduled webinar Presentations/video Flyer Web-site & links Document Document Document Archived conf docs

Created/Edited By: David R Smedley, Associate Director, Compliance & Policy, The George Washington University, Office of Student Financial Assistance. Page 5 Email: dsmedley@email.gwu.edu. Note: This is a hyperlinked document. Click the hyperlink to go to the requisite listed resource. Courtesy attribution appreciated.

INVEST: A Monthly INVentory of Educational Opportunities for STaff (October 2013)

AGENCY/PROGRAM DATE(S) USA FUNDS Webcast Archives (Eligibility, Need Analysis, EFC, COA/Budgets, Verification, Awards, Consumer Information, Policies & Procedures Manual, Loans, R2T4, Overawards/Overpayments, SAP, Tax Filing Information) Federal Student Loan Interest Rates for Loans Issued 1998-2014 Financial Aid Workshop (Richmond, VA) Oct 29 Financial Aid Workshop (Baltimore, MD) Oct 30 Online courses (variety of topics from office etiquette to time management to SFA info) On-demand Gainful Employment Disclosures and Reporting Eligibility for Borrowers in Bankruptcy Entrance Counseling Requirements Exit Counseling Requirements Income-Based Repayment Life Skills (Financial Literacy) (GW only: contact me for GW sign-in information) US DEPARTMENT OF DEFENSE Voluntary Education Programs (VOLED) Military Homefront (Financial Literacy; Consumer Protection) US DEPARTMENT OF VETERANS AFFAIRS School Resource Page School Certifying Handbook (Version 3 June 2013) Benefit Comparison Tools (Charts on comparisons of programs and monetary rates) Online Training for New School Officials Pamphlets, Brochures and Information Sheets School Responsibility Fact Sheet e-benefits (online portal for all related benefits; includes a mobile app link) Letter from the Under Secretary of Benefits to Higher Education Executives for Spring 2013 January 2013 US DEPARTMENTS OF VETERANS AFFAIRS, DEFENSE & EDUCATION Webinar on Principles of Excellence Under Executive Order 13607 Slides for the Webinar on Principles of Excellence Under Executive Order 13607 Executive Order 13607 US GOVERNMENT PRINTING OFFICE Title 34, Code of Federal Regulations (Subtitle B, Ch VI) (as of July 1, 2013) UTAH ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS (UASFAA) 2013 Conference Presentations UTAH HIGHER EDUCATION ASSISTANCE AUTHORITY Financial Survival 101 (Financial Literacy) WEST VIRGINIA ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS Spring 2013 Conference Handouts WESTERN ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS Spring 2013 Conference Presentations VERMONT STUDENT ASSISTANCE CORPORATION Financial Fitness Tools VERMONT STUDENT FINANCIAL AID ADMINISTRATORS ASSOCIATION 2012 Conference Presentations WISCONSIN STUDENT FINANCIAL AID ADMINISTRATORS ASSOCIATION 2013 Spring Conference Presentations WYOMING STUDENT FINANCIAL AID ADMINISTRATORS ASSOCIATION High School Counselor Workshop COMMENTS Archived webcasts Flyer Scheduled webinar Scheduled webinar Free online courses Fact Sheet/Flyer Fact Sheet/Flyer Fact Sheet/Flyer Fact Sheet/Flyer Fact Sheet/Flyer Online programming Web-site Web-site Web-site Publication Web charts Web-site Publications Flyer Web-site/portal Document Archived webinar Webinar slides Publication

Archived conf docs Web-site Archived conf docs Archived conf docs Web-site Archived conf docs Archived conf docs Archived conf docs

Created/Edited By: David R Smedley, Associate Director, Compliance & Policy, The George Washington University, Office of Student Financial Assistance. Page 6 Email: dsmedley@email.gwu.edu. Note: This is a hyperlinked document. Click the hyperlink to go to the requisite listed resource. Courtesy attribution appreciated.

THE GEORGE WASHINGTON UNIVERSITY Code of Conduct for Student Loans (HEA statutory requirement) GW Compliance and Privacy Office (includes link to the GW Statement of Ethical Principles) Human Resources Organizational Development & Effectiveness Office of Student Financial Assistance Financial Literacy Resources Flyers (Revised/Updated 2013) School of Business Financial Literacy Seminar Series (Fall 2011, Spring 2012, Fall 2012) School of Business - Reflections on the Federal Reserve and Its Place In Todays Economy (Lectures by Fed Chairman Ben Bernanke, with follow-ups by School of Business faculty)

Document Web-site Links & SkillPort Publication Archived resources Archived video

ETHICS AND PROFESSIONAL PRACTICE PROFESSIONAL ASSOCIATIONS AACRAO Statement of Ethics and Professional Practice ACPA Statement of Ethical Principles and Standards ACPA and NASPA Professional Competencies for Student Affairs Practitioners ACPA Professional Competency Areas for Student Affairs Practitioners Rubrics for Professional Development NACAC Statement of Principles of Good Practice NASFAA Statement of Ethical Principles and Code of Conduct for Institutional Financial Aid Professionals NACUBO Code of Ethics NASPA Standards of Professional Practice

Web document Document Document Document Document Document Document Web-site and docs

BOOKS AND JOURNALS Bontrager, Bob, Doris Ingersoll and Ronald Ingersoll (eds.) Strategic Enrollment Management: Transforming Higher Education (AACRAO, 2012). ISBN: 978-1-57858-100-9. Bok, Derek. Higher Education In America (Princeton University Press, 2013) ISBN: 978-0-691-15914-0. Two chapters on undergraduate financing issues. Braxton, John M, and Nathaniel J. Bray (eds.) Codes of Conduct in Academia. New Directions for Higher Education, Number 160 (January 2013). ISBN: 978-1-118-53775-6 DiRamio, David and Kathryn Jarvis (eds.) Veterans in Higher Education: When Johnny and Jane Come Marching Home to Campus. ASHE Higher Education Report. Vol, 37, Number 3. ISBN: 978-1-1181-5079-5. Durband, Dorothy B. and Britt, Sonja L. (eds.) Student Financial Literacy: Campus-Based Program Development. (Springer, 2012). ISBN 978-1-4614-3504-4. Hamrick, Florence A. and Corey B. Rumann. Called to Serve: A Handbook on Student Veterans and Higher Education. (Jossey-Bass, 2012). 978-1-1181-7676-4. Heller, Donald and Claire Callender (eds.) . Student Financing of Higher Education: A Comparative Perspective. (Routledge, 2013). 978-0415-53596-0. May 2013. Howell, Terry. The Military Advantage: The military.com Guide to Military and Veterans Benefits. 2013 edition. (Annapolis, MD: The Naval Institute Press, 2012). ISBN: 9780870210334. Kaplin, William A. and Barbara A. Lee. The Law of Higher Education. Fifth edition. (Jossey-Bass, 2013). ISBN: 978-1-118-03201-5 Orvis, Michael. Suing Alma Mater: Higher Education and the Courts (Baltimore, MD: The Johns Hopkins University Press, 2013). ISBN: 9781421409221. Perna, Laura and Anthony Jones (eds.) The State of College Access and Completion: Improving College Success for Students from Underrepresented Groups (Routledge, 2013). ISBN: 978-0-415-66045-7. Rooker, LeRoy and Tina Falkner. The AACRAO 2012 FERPA Guide. Note: this is an extremely good, highly recommended resource. Rooker is former director of the US Department of Educations Family Privacy Compliance Office. Members have access to online content. http://www4.aacrao.org/publications/catalog.php?item=0135#.UQsc_mckXHs St. John, Edward P., Nathan Daun-Barnett and Karen M. Moronski-Chapman. Public Policy and Higher Education: Reframing Strategies for Preparation, Access and College Success (Routledge, 2013). 978-0-415-89356-5. NEW & NOTABLE RESEARCH & GOVERNMENT REPORTS ADVISORY COMMITTEE ON STUDENT FINANCIAL ASSISTANCE Pathways to Success: Integrating Life with Work To Increase National College Completion (February 2012) Higher Education Regulations Study (2011) The Bottom Line: Ensuring That Students and Parents Understand the Net Price of College (June 2011)
Created/Edited By: David R Smedley, Associate Director, Compliance & Policy, The George Washington University, Office of Student Financial Assistance. Page 7 Email: dsmedley@email.gwu.edu. Note: This is a hyperlinked document. Click the hyperlink to go to the requisite listed resource. Courtesy attribution appreciated.

AMERICAN COUNCIL ON EDUCATION (ACE) Donald Heller. Does Federal Financial Aid Drives Up College Prices? (May 2013) Putting College Costs Into Context (April 2012) Robert B. Archibald and David H. Feldman. The Anatomy of College Tuition. (April 2012) Diversity Matters in Higher Education Issue Briefs (various) AMERICAN ENTERPRISE INSTITUTE (AEI) The Trillion-Dollar Question: Reinventing Student Financial Aid for the 21st Century. (Conference, June 24, 2013; Includes video & papers) AMERICAN INSTITUTES OF RESEARCH (AIR) AND MATRIX KNOWLEDGE GROUP Mark Schneider. High Education Pays; But A lot More for Some Graduates Than Others (September 2013). AMERICAN FEDERATION OF TEACHERS On the Backs of Students and Families: Disinvestment in Higher Education and the Student Loan Debt Crisis (June 2013) AMERICAS PROMISE ALLIANCE Identifying Gaps and Opportunities in Financial Aid Services: Insights from A Survey of Americas Promise Alliance Partners (August 2013) Improving the Financial Aid System to Increase College Competition (August 2013). ACE, AASCU, NASPA, & NAVPA From Soldier to Student II: Assessing Campus Programs for Veterans and Service Members (July 2012) THE BROWN CENTER ON EDUCATION POLICY AT THE BROOKINGS INSTITUTION Brookings Institution State Grant Study Group. Beyond Need and Merit: Strengthening State Grant Programs (May 2012) CENTER FOR LAW AND SOCIAL POLICY Reforming Student Aid: How to Simplify Tax Aid and Use Performance Metrics to Improve College Choices and Completion (February 2013) CENTER FOR AMERICAN PROGRESS Joe Valenti and David Bergeron. How Qualified Student Loans Could Protect Borrowers and Taxpayers (August 20, 2013). COALITION OF HIGHER EDUCATION ASSISTANCE ORGANIZATIONS (COHEAO) COHEAO Financial Literacy Awareness White Paper. Financial Literacy On Campus: Raising Awareness, Creating and Developing Programs, and Improving Effectiveness (November 2012) THE COLLEGE BOARD Rethinking Pell Grants Study Group. Rethinking Pell Grants. (April 2013) Sandy Baum, Jennifer Ma. Trends in Student Aid and Trends in College Pricing 2012. (October 2012) Baum, Ma. Tuition Discounting: Institutional Aid Patterns at Public & Private Colls & Universities, 2000-01 to 2008-09. Sandy Baum, Kathleen Little, Ma, & Anne Sturtevant. Simplifying Student Aid: What It Would Mean for States (April 2012). Baum, Ma, Kathleen Payea. Trends in Public Higher Education: Enrollment, Prices, Student Aid, Revenues & Expenditures (May 2012). COMMITTEE FOR ECONOMIC DEVELOPMENT William R. Doyle. A New Partnership: Reshaping the Federal and State Commitment to Need-Based Aid (January 2013). CONGRESSIONAL BUDGET OFFICE Options to Change Interest Rates and Other Terms on Student Loans (June 2013) https://www.cbo.gov/sites/default/files/cbofiles/attachments/44318-StudentLoans.pdf CONGRESSIONAL RESEARCH SERVICE Cassandra Dortch. Education Assistance Programs Administered By the US Department of Veterans Affairs. (March 15, 2011). David P. Smole. Reporting and Disclosure Requirements for Institutions of Higher Education to Participate in the Federal Student Aid Programs Under Title IV of the Higher Education Act. (R40789) (August 31, 2009). CONSUMER FINANCIAL PROTECTION BUREAU Financial Literacy Annual Report (July 2013) Student Loan Affordability: Analysis of Public Input on Impact and Solutions (May 2013). Hollister Petraeus & Rohit Chopra. The Next Front? Student Loan Servicing and the Cost to Our Men and Women in Uniform (Oct 2011). Annual Report of the CFPB Student Loan Ombudsman. (October 16, 2012). Private Student Loans: Report to the Senate Committee on Banking, Housing, and Urban Affairs, the Senate Committee on Health, Education, Labor, and Pensions, the House of Representatives Committee on Financial Services, and the House of Representatives Committee on Education and the Workforce (Updated, August 2012; Originally Released July 2012). THE DELTA COST PROJECT (American Institutes for Research) Donna M. Desrochers. Academic Spending Versus Athletics Spending; Who Wins? (January 2013) College Spending In A Turbulent Decade: Findings from the Delta Cost Project A Delta Data Update 2000-2010 (December 2012). Trends in College Spending: 1998-2009: Where Does The Money Come From? Where Does It Go? What Does It Buy? (Sept 2011) Jane V. Wellman & Louis Soares. Bringing Business Analytics to the College Campus: Using Fiscal Metrics to Steer Innovation In Postsecondary Institutions (September 2011). DEMOS Hiltonsmith, Robert. At What Cost: How Student Debt Reduces Lifetime Wealth. (August 2013)
Created/Edited By: David R Smedley, Associate Director, Compliance & Policy, The George Washington University, Office of Student Financial Assistance. Page 8 Email: dsmedley@email.gwu.edu. Note: This is a hyperlinked document. Click the hyperlink to go to the requisite listed resource. Courtesy attribution appreciated.

EDUCATION SECTOR Andrew Gillen. In Debt and In the Dark: Its Time for Better Information On Student Loan Defaults (June 2013). Stephen Burd. Moving On Up: How Tuition Tax Breaks Increasingly Favor the Upper Middle Class. (April 2012). Kevin Carey and Andrew P. Kelly. The Truth Behind Higher Education Disclosure Laws. (November 2011). Erin Dillon. Affordable at Last: A New Student Loan System (October 2011). EDUCATION TRUST Doing Away With Debt: Using Existing Resources to Ensure College Affordability for Low and Middle Income Families (February 2013) Priced Out: How the Wrong Financial Aid Policies Hurt Low-Income Students (June 2011) EXCELLENCIA IN EDUCATION Using A Latino Lens to Reimagine Aid Design and Delivery (February 2013) THE INSTITUTE FOR COLLEGE ACCESS AND SUCCESS Adding It All Up 2012: Are College Net Price Calculators Easy to Find, Use, and Compare? (October 2012). Student Debt and the Class of 2011 (October 2011) Making Loans Work: How Community Colleges Support Responsible Borrowing (August 2012). INSTITUTE FOR HIGHER EDUCATION POLICY st Mark Huelsman and Alisa F. Cunningham . Making Sense of the System: Financial Aid Reform for the 21 Century. (January 2013) Dr. Nicholas Hillman. Issue Brief: Economic Diversity Among Selective Colleges: Measuring the Impact of No Loan Programs (Aug 2012) Sandy Baum & Saul Schwartz. Issue Brief: Is College Affordable? In Search of A Meaningful Definition (July 2012). A New Classification Scheme for For-Profit Institutions (July 2012). Student Loan Delinquency: The Untold Story (May 2011) GEORGETOWN UNIVERSITY CENTER ON EDUCATION & WORKFORCE Anthony P. Carnevale, Stephen J. Rose and Ban Cheah. The College Payoff: Education, Occupations, Lifetime Earnings (Aug 2011). NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS (NASFAA) Preliminary Report of the NASFAA Reauthorization Task Force (July 2013) Improving Award Letters and Consumer Information (Two different reports: 1) No Clear Winner: Consumer Testing of Financial Aid Award Letters (March 2013) and 2) Award Notification and Consumer Information Task Force Report (May 2012) Policy Themes In RADD Reports: A Summary Matrix (May 2013) Journal of Student Financial Aid Reimagining Student Aid To Improve Student Access and Outcomes (February 2013) Report of the Task Force on Student Loan Indebtedness (February 2013) The Award Letter A Model Concept (2011) NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS (NACUBO) Dennis DeSantis and David R. Glezerman. Student Financial Services. Free chapter from College and University Business Administration (CUBA) (June 2013). NATIONAL CENTER FOR EDUCATION STATISTICS (NCES) Radwin, D., Wine, J., Siegel, P., and Bryan, M. (2013). 201112 National Postsecondary Student Aid Study (NPSAS:12): Student Financial Aid Estimates for 201112 (NCES 2013-165). Stats In Brief: Federal Student Loan Debt Burden of Noncompleters (April 2013) Laura G. Knapp, Janice E. Kelly-Reid, Scott A. Ginder. Postsecondary Institutions and Price of Attendance in 2011-12, Degrees and Other Awards Conferred: 2010-11, and 12-Month Enrollment: 2010-11 - First Look (Preliminary Data)(NCES 2012-289) (July 2012) Stats in Brief: Federal Education Tax Benefits: Who Receives Them and To What Extent Do They Shape The Price of College Attendance? (November 2011, NCES 2011-212) NATIONAL COLLEGE ACCESS NETWORK Increasing Return on Investment from Federal Student Aid (December 2012) NATIONAL ECONOMIC RESEARCH ASSOCIATION Healey C Whitsett and Rory OSullivan. Lost Without A Map: A Survey of Students Experiences Navigating the Financial Aid Process. (October 2012). Healey C. Whitsett. High Debt, Low Information: A Survey of Student Loan Borrowers (March 2012). NEW AMERICA FOUNDATION Steven Burd. Undermining Pell: How Colleges Compete for Wealthy Students and Leave the Low-Income Behind (May 2013). Education Policy Program. Key Questions on the Obama Administrations 2014 Budget Request. (April 2013) Stephen Burd, Kevin Carey, Jason Delisle, Rachel Fishman, Alex Holt, Amy Laitinen, Clare McCann. Rebalancing Resources and Incentives in Federal Student Aid. (January 2013) Jason Delisle & Alex Holt. Safety Net or Windfall? Examining Changes to Income-Based Repayment for Federal Student Loans (Oct 2012). Will Presidents Proposal Fix TEACH Grants? ED Money Watch. (February 21, 2012). Jason Delisle. Understanding the Full Benefits of Subsidized Stafford Loans. Ed Money Watch. (January 5, 2012).
Created/Edited By: David R Smedley, Associate Director, Compliance & Policy, The George Washington University, Office of Student Financial Assistance. Page 9 Email: dsmedley@email.gwu.edu. Note: This is a hyperlinked document. Click the hyperlink to go to the requisite listed resource. Courtesy attribution appreciated.

THE PEW RESEARCH CENTER - SOCIAL AND DEMOGRAPHIC TRENDS Richard Fry. Greatest Burden on Young, Poor: A Record One-In-Five Households Now Owe Student Loan Debt. (September 26, 2012). PRESIDENTS ADVISORY COUNCIL ON FINANCIAL CAPABILITY Final Report (January 29, 2013) PROGRESSIVE POLICY INSTITUTE Diana G Carew, Jason Gold and Michael Mandel. Student Debt Investment Fund (SDIF): A Preliminary Proposal For Addressing The Student Debt Crisis (March 2013) UNITED STATES CONGRESS JOINT ECONOMIC COMMITTEE The Causes and Consequences of Increasing Student Debt (June 2013) US DEPARTMENT OF THE TREASURY AND THE US DEPARTMENT OF EDUCATION The Economics of Higher Education: A Report Prepared By The US Department of the Treasury with the US Department of Education (December 2012). US GOVERNMENT ACCOUNTABILITY OFFICE VA Education Benefits: VA Needs to Improve Program Management and Provide More Timely Information to Students (GAO-13-338, May 22, 2013) Higher Education: Experts Cited A Range of Requirements As Burdensome (May 2013) Financial Trends in Public and Private Nonprofit Institutions (GAO-12-179) Veterans Education Benefits: Enhanced Guidance and Collaboration Could Improve Administration of Post 9/11 GI Bill Program (GAO-11356R) Higher Education: Institutions Reported Data Collection Burden Is Higher Than Estimated But Can be Reduced Through Increased Coordination (GAO-10-871) DoD Education Benefits: Increased Oversight Is Needed of Tuition Assistance Program Is Needed (GAO-11-300) YOUNG INVINCIBLES Borrower in Distress: A Survey On The Impact of Private Loan Student Debt (May 2013) The American Dream 2.0 (February 2013) Jen Mishory & Rory OSullivan. The Student Perspective on Federal Financial Aid Reform (November 2012). Denied: The Impact of Student Loan Debt on the Ability to Buy a House (September 2012).

Created/Edited By: David R Smedley, Associate Director, Compliance & Policy, The George Washington University, Office of Student Financial Assistance. Page 10 Email: dsmedley@email.gwu.edu. Note: This is a hyperlinked document. Click the hyperlink to go to the requisite listed resource. Courtesy attribution appreciated.