You are on page 1of 7

INVEST: A Monthly INVentory of Educational Opportunities for STaff (March-April 2014)

AGENCY/PROGRAM DATE(S) COMMENTS US DEPARTMENT OF EDUCATION REGULATORY GUIDANCE AND TRAINING FSA Assessments (Website) Gainful Employment Information and FAQ (includes GE Operations Manual and Disclosure Template) Learner web-site (downloadable material: ADR, R2T4, NSLDS, EFC, regulations, DLP) 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) Federal Student Aid Media Files (recent conference and webinar presentations) FSA Conferences (Now includes 2013 conference materials) Privacy Technical Assistance Center (PTAC) Webinars & Presentations College Affordability and Transparency Center (college cost watch lists) Information For Financial Aid Professionals: Statutory, Regulatory & Guidance Publications & Announcements Quick Reference Guide for Direct Loan Schools (April 2010) Direct Loan School Guide (2008 still current) Program Review Guide (2009 still current) Audits of Federal Stdt Finl Assistance Programs at Participating Institutions and Institution Servicers (2000) US DEPARTMENT OF EDUCATION STUDENT CONSUMER PUBLICATIONS & WEB-SITES Federal Student Aid Resources Page (Publications, Brochures, Fact Sheets, Video) Financial Aid Toolkit For Members of the US Armed Forces: What You Need To Know About Your Federal Student Loan Benefits My TEACH Grant (TEACH Grant ATS & Initial Counseling web-site; includes ent & exit counseling guides) National Student Loan Data System (also for TEACH Grant exit counseling completion) Your Federal Student Loans: Learn the Basics and Manage Your Debt (2010) Entrance Counseling Guide for Students (December 2010) & Exit Counseling Guide for Students (December 2010) Direct Loan Basics & Entrance Counseling Guide for Grad/Prof Student Direct PLUS Loan Borrowers US DEPARTMENT OF EDUCATION DATA/INFORMATION MARTS ED Data Inventory College Navigator ACCESS GROUP Information for Financial Aid Administrators (list of publications for order; grad/prof/law oriented) ALABAMA ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS Conference Presentations ALASKA COMMISSION ON HIGHER EDUCATION Understanding Your Credit (financial literacy) AMERICAN BAR ASSOCIATION, BUSINESS LAW SECTION SafeBorrowing.com (Mortgage, student loan, purchasing a car & credit cards) (financial literacy) AMERICAN ASSOCIATION OF COLLEGE REGISTRARS AND ADMISSIONS OFFICERS (AACRAO) Summary of Final Rule on Department of Defense Tuition Assistance (TA) Program MOU Webinars (Admissions, Registrar, and Enrollment Management; most are fee-based) Higher Education Act Voter Registration Mandate and Beyond - Archived webinar Student Voting & the HEA: How Colleges Can Ensure Compliance & Increase Student Voting Access New Guidelines for FERPA (April 2011 NPRM) (Free webinar) FERPA and Financial Aid Records ($49 members/$69 non-members) AMERICAN ASSOCIATION OF MEDICAL COLLEGES (AAMC) FIRST (Financial Information, Resources, Services & Tools) for Medical Education (Financial Literacy) 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 Veteran Friendly Toolkit KnowHow2Go (Post-secondary awareness; partnered with the Lumina Foundation)
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 (March-April 2014)


AGENCY/PROGRAM DATE(S) COMMENTS AMERICAN FEDERATION OF TEACHERS Loan Forgiveness AMERICAN STUDENT ASSISTANCE Student On Demand Library (Budgeting, Credit, Student Aid, Scholarships, Loan Repayment) Staff On Demand Library (Financial Literacy, Loan Forgiveness, SAP, Gen Y Students) 60+ Ways To Get Rid Of Your Student Loans (Without Paying Them): An (Almost) Comprehensive Guide To Student Loan Forgiveness And Discharge Student Loan Repayment: Repay Your Way - Apr 8; July 15 ARIZONA ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS 2013 Spring Symposium Presentations THE COLLEGE BOARD Access and Diversity Collaborative Trends In Higher Education Web-site (current and archived reports, data & presentations; includes 2013 reports) Institutional Methodology: What Is It? FM and IM Differences Guide to Developing an RFP Process and Evaluating Proposals (May 2010) 2014-15 CSS/PROFILE Student Guide Free On-demand webinar: Completing the PROFILE: What You Need To Know Free On-demand webinar: Tips and Info for High School Seniors Big Future website (planning for, laying for college campaign) 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 Fall Conference 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 Scheduled webinars: Credit Reports and Scores - March 10, 12 Stretching Your Budget Until the End of the School year March 24, 26 Life After College: Helping Your Students Prepare For After Repayment March 31, April 2 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 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 Providing Financial Literacy Resources to the Unbanked and Underbanked (2014) - Apr 2, 2014 broadcast Improving Womens Financial Literacy Globally (2013)
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 (March-April 2014)


AGENCY/PROGRAM DATE(S) COMMENTS FEDERAL RESERVE BANK OF CHICAGO AND VISA, INC. Financial Literacy & Education Summit International Solutions to Improving Financial Literacy (2012) 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 website and links) Money 411 (Financial IQ scheduled webinar series) Knowledge Center Webcasts - On-demand webcasts Scheduled webinars: Loan Repayment Strategies Part I: Help Your Students Choose the Right Plan for Success March 4; April 24, 29 Loan Repayment Strategies Part 2: Understanding Forgiveness, Forbearance and Deferment March 5; April 9, 15 Professional Judgment Perplexities March 6, 25 Creating an Effective Default Prevention Plan March 6 New Professionals Financial Aid for Beginners March 11, 18 New Professionals Understanding the FAFSA: It All Starts Here March 11, 18 New Professionals Applying Federal Methodology March 12, 19 New Professionals Understanding the Verification Process March 12, 19 New Professionals Database Matches, Resolving Common Comment Codes March 13, 20 New Professionals Loans I: Understanding the Basics March 13, 20 New Professionals Loans II: Helping Students Succeed In Repayment March 14, 21 Transitioning from Grace to Repayment: Maximize the Opportunity April 2, 17 Consumer Information Requirements April 3, 22 FERPA: Interpreting the Intricacies April 9 The Student Loan View From The Credit Reporting Cycle April 10, 29 Checks and Balances: Help Students Budget More and Borrow Less April 15, 22 Student Employment: A Whole Different Class April 16, 23 Preparing Graduate and Professional Students For Fiscally Sound Future April 17, 23 HIGHER EDUCATION COMPLIANCE ALLIANCE Web-site ILLINOIS STUDENT FINANCIAL AID ADMINISTRATORS ASSOCIATION Spring 2013 Conference Handouts INCEPTIA Protect Your Most Important Asset Students Protect Your Most Important Asset Students; Handout is here. 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
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 (March-April 2014)


AGENCY/PROGRAM DATE(S) COMMENTS KENTUCKY HIGHER EDUCATION ASSISTANCE AGENCY (KHEAA) Its Money, Baby: How to Make It, Use It, and Save It (Financial Literacy publication) 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 FINANCE AUTHORITY OF MAINE Money Management Toolkit (Financial Literacy) MAINE ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS (MASFAAWEB) 2012 Conference Presentation Handouts MAPPING YOUR FUTURE Five Things You Should Know When Looking at Tax Returns January 14 MAPPING YOUR FUTURE Direct PLUS Guide/Federal PLUS Loan for Parents Financial Literacy Guide (Publication) Private Loan Guide (Publication) Power Wallet (Financial Literacy Tool) Default Prevention Beyond Regulatory Requirements, Getting Results (Archived webinar) 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) Shopping Sheets and College Scorecards: A Comparative Look at the Federal Governments Financial Planning Resources (free archived webinar) - April 2013 Net Price Calculator NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS (NASFAA) 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 2013-14 Webinar series: Return of Title IV Funds Review - Mar 26 Preparing for an Audit - May 21 Hot Topic- June 18 Learn Student Aid (fee-based online learning community) NATIONAL ASSOCIATION OF STUDENT PERSONNEL ADMINISTRATORS (NASPA) A Synergistic Approach to Higher Education and Student Affairs: Slides; Recording; Additional materials Investing In Our Future webinar series (free for NASPA members) Understanding Assessment Principles through Survey Design - Mar 4 Students with Non-Apparent Disabilities: Multi-cultural Social Justice Framework - Apr 3 Law and Policy Fundamentals for Student Affairs Professionals - Apr 29 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)
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 (March-April 2014)


AGENCY/PROGRAM DATE(S) COMMENTS NEW HAMPSHIRE HIGHER EDUCATION ASSISTANCE FOUNDATION Manage Your Money (Financial Literacy) NELNET Introduction to Financial Personal Finance (Nelnet Money Mondays - Financial Literacy archived webinar) Saving and Investing Basics (Nelnet Money Mondays - Financial Literacy scheduled webinars) 2013-14 Direct Loan Interest Rate Chart (Flyer) Archived webinar portal (2013-14 FAFSA, Verification, DL Reconciliation, Loans, Other) (Webinars & PDFs) NEW YORK FINANCIAL AID ADMINISTRATORS ASSOCIATION (NYSFAAA) 2013 Conference Handouts and Archived webinars (the latter is restricted to members only) 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) (website) Where Can I Find The Answer? Regulatory Reference Guide (Publication) OKLAHOMA ASSOCIATION OF STUDENT AID ADMINISTRATORS (OASFAAOK) 2013 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) (website) PENNSYLVANIA ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS (PASFAA) 2013 Fall Conference Presentations 2013 Spring Conference Handouts PROJECT ON STUDENT DEBT 2013-14 Interest Rates (Flyer) 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 TENNESSEE STUDENT FINANCIAL AID ADMINISTRATORS 2013 Spring Conference Presentations TEXAS ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS (TASFAA) Spring 2014 workshop materials 2013 New Aid Officer Workshop Presentations TEXAS GUARANTEED STUDENT LOAN CORPORATION (TG) Financial Aid for Rookies (On-demand program) Financial Literacy Mini-Modules (Descriptions of each module of Financial Literacy Program) Annual Training Conference 2014 (April 7-10, 2014; Austin)
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 (March-April 2014)


AGENCY/PROGRAM DATE(S) COMMENTS TEXAS GUARANTEED STUDENT LOAN CORPORATION (TG) Annual Training Conference 2013 (Archived conference presentations and video) 2013-14 Interest Rates (Flyer) Archived Training Modules, Recordings and Materials (all services back to Nov 2010) Annual Conference 2014 (April 7-10) USA FUNDS Tax Benefits for Higher Education (2013 returns) Webcast Archives (Various student aid admin subjects) Federal Student Loan Interest Rates for Loans Issued 1998-2014 (Flyer) Online courses (variety of topics from office etiquette to time management to SFA info) - On-demand Gainful Employment Disclosures and Reporting (Fact sheet/flyer) Eligibility for Borrowers in Bankruptcy (Fact Sheet/Flyer) Entrance Counseling Requirements (Fact Sheet/Flyer) Exit Counseling Requirements (Fact Sheet/Flyer) Income-Based Repayment (Fact Sheet/Flyer) Life Skills (Financial Literacy online program) (GW only: contact me for GW sign-in information) Spring workshops registration will be announced/posted in March US HOUSE OF REPRESENTATIVES, OFFICE OF LAW REVISION COUNSEL United States Code US HOUSE OF REPRESENTATIVES, OFFICE OF LEGISLATIVE COUNSEL Higher Education Act of 1965, as amended (January 2014) US DEPARTMENT OF DEFENSE Voluntary Education Programs (VOLED) (website) Military Homefront (Financial Literacy; Consumer Protection) (website) US DEPARTMENT OF VETERANS AFFAIRS School Resource Page (VA-Once; SCO Handbook; Education Benefit Presentations, other resources) School Training and Information Resources (Online training, SCO Handbook, School Responsibility Fact sheet)) Comparison Tool/Payment Rates (Charts on comparisons of programs and monetary rates) e-benefits (online portal for all related benefits; includes a mobile app link) US DEPARTMENTS OF VETERANS AFFAIRS, DEFENSE & EDUCATION Webinar on Principles of Excellence Under Executive Order 13607 (Archived webinar) Slides for the Webinar on Principles of Excellence Under Executive Order 13607 (Webinar slides) Executive Order 13607 (Publication) 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 2013 Summer Conference Presentations WISCONSIN STUDENT FINANCIAL AID ADMINISTRATORS ASSOCIATION 2013 Spring Conference Presentations WYOMING STUDENT FINANCIAL AID ADMINISTRATORS ASSOCIATION High School Counselor Workshop
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) GW Office of Admissions State of Values as an Admissions Office Human Resources Organizational Development & Effectiveness Office of Student Financial Assistance Financial Literacy Resources Flyers (Revised/Updated 2013) School of Business Financial Literacy Seminar Series (Spring 2014, Fall 2011, Spring 2012, Fall 2012) School of Business - Reflections on the Federal Reserve and Its Place In Todays Economy (Video Lectures by Fed Chairman Ben Bernanke, with follow-ups by School of Business faculty)

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

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.

You might also like