Monday, June 12, 2017

Highlights from the 2017 MASFAA Summer Institute

Celebrate Your Peers - Nominate Them For an AWARD Today!

Move over, Oscar!  Take a seat, Grammy.  Emmy, you’ve got nothing on Allan W. Purdy!!  The MASFAA Awards celebration is on the horizon.  This is MASFAA’s annual opportunity to celebrate our colleagues for their hard work and dedication to financial aid.  The awards given out include: Allan W. Purdy Distinguished Service Award, Meritorious Service Award, Outstanding New Professional Award, State Leadership Award, and Award of Appreciation.  For further descriptions of each award and to find a list of past winners, please visit:  http://www.masfaaweb.org/docs/associnfo/awards.html


                Awards will be given out at the 2017 MASFAA Conference in Dayton Ohio, October 8-11; however, the nomination form is available now!!  Please take the opportunity today to help us recognize one of your peers and their special contributions.  2017 MASFAA Online Nomination Form

Monday, June 5, 2017

No Sleep ‘Till (DUM DUM DUM DUMMMMM) IRS Data Retrieval!*

*Read to the tune of the Beastie Boys “No Sleep Till Brooklyn”



          The field of financial aid is filled with selfless people. We work hard to provide access and affordability in higher education, and while we all know what we signed up for (or maybe you didn’t, but you sure know now!), we forget that sometimes students can be grumpy, stressed, or just plain mean. Thank yous are rare from students, but we love what we do, and have a passion to make the financial aid process better (even if we complain endlessly to our significant others and/or mom). This has never been as prevalent as the last six or so months when this crazy, amazing financial aid horde banded together in the name of advocacy. The advocacy efforts made by financial aid administrators have been amazing to behold. Until this advocacy mob swept across the nation, I thought financial aid was static. Changes were made at the federal level, and then immediately embraced by our field without any fight. And then, there was a change. The IRS Data Retrieval Tool went down with no warning or information, but verification requirements stayed the same. We struggled to help students complete verification, and sent so many 4506-Ts that we could fill the form out in our sleep (get that line 5 filled in, baby!). I had phone calls with parents sobbing because they just didn’t know how they would be able to get us their tax return transcript, but their student had a 399 code with a deadline before aid would be cancelled. As these stories came up across the country, it was like a jet engine revving up. Calls to action were sent out across the country. #IRSDRT was tweeted out. I had students writing letters to their congressmen and women. I was writing letters, everybody was writing letters! Calls were made and we stood up as a profession and refused to let these burdens weigh on our students. 
            And let me tell you, before I realized that I could participate in this advocacy mob, I had NO interest in politics, and honestly, I was a little sketchy on how the government worked… Fifth grade was so long ago! But I jumped in, got the basics from listening to other people talk, said a few stupid things in big groups (once I asked how many Senators there are…SO embarrassing), but I have learned a ton in just the last few months about how not only legislation is proposed and passed, but also the best ways to advocate for my students. It starts with those stories! All of those people we have met, all of those students and families we have helped, and all of those ridiculous issues we have encountered really open legislators eyes to what we deal with on a daily basis. It also gives our positions and ideas clout: this needs to be changed because it is negatively impacting my students in this way, etc. And look what we accomplished! Getting to the bottom of the IRS DRT shutdown. Verification relief. Year-round Pell. I give credit to my mob friends with a shout out to our NASFAA godfather! Advocacy on the behalf of our students and their families has made a huge difference, and I am excited to see this horde of financial aid administrators continue to improve the federal aid process.

            Come join the advocacy mob! Reach out to your Legislative Committee. Google “how the government works” (or at least watch this quick video even if it’s a little outdated:).
 Read NASFAA’s daily newsletter. Ask questions. Write letters. Make calls. And definitely don’t sleep until the DRT is back online.


Post written by Keri Gilbert, Financial Aid Advisor at University of Missouri-Columbia
Keri was the recipient of the NASFAA regional scholarship - and as you can see, she's still "Weirdly Passionate." -jj

Monday, May 22, 2017

My experience as a MASFAA Exchange Participant by Gisella Baker

I had the privilege of attending the Minnesota State Conference at the Madden’s On Gull Lake in Brainerd, MN recently and I can only say “Wow!” to that experience.  Even before getting to the conference, Meredith Hauer and Dick Battig made sure I was ready to go and experience their awesome northern hospitalityJ  Then Gayle Yamry, as MAFAA President, and her association members made me feel very welcomed and not as an ‘outsider’ during my entire visit.  Thus to all of you, Thank you so much!

The MASFAA Exchange Program allows State Presidents (or state representatives) to experience how another MASFAA state conducts its conferences.  This is not just as a way to “spy” and “borrow” ideas on how to enhance our own state association conference programs, but also as a way to network with other fellow colleagues, absorb more financial aid knowledge, expand leadership relationships and have fun while at it!

I have to congratulate the MAFAA Program and Site committees for putting together a great conference!  The location was so beautiful, relaxed and made the conference flow so well.  The presenters did a great job, including those that did their first NASFAA Credential Course as the pre-conference agenda.  David Bartnicki, the federal trainer, made his presentations very unique and loved how personable, knowledgeable and funny he was.  He even sang and performed for us twice at the end of his general sessions (not to also mention he incorporated financial aid related jokes into his presentations).  A true southern personality!



This visit is another perk that I got to enjoy because once upon a time I had the courage to say “Yes!” to volunteering for my state association and then for MASFAA.  I strongly encourage you to consider volunteering first at whatever you feel comfortable with, and then taking a leap of faith and say “Yes!” when being asked to be put on an elected ballot.  What you receive in return far outweighs the additional time you spend fulfilling volunteering duties, especially the long lasting relationships and friendships near and far.



Thank you IASFAA for electing me as your 2017-18 president!  Thank you MASFAA for sponsoring me to participate in this Exchange Program!  It was a very memorable experience <3

Gisella Baker 
Hawkeye Community College, Waterloo, Iowa
2017-18 IASFAA President
2016-17 MASFAA Awards Chair



Monday, May 15, 2017

President-Elect Tour Blog

by Nick Prewett

One of the pleasures of serving as MASFAA President-elect is attending state conferences outside of my home association of MASFAP.  Meeting new individuals, making new connections, and learning from engaging speakers is important and what our profession is about.  Sharing ideas, learning how to navigate grey rules, and hopefully make connections for the future.  As President-elect, I have the opportunity to meet state leaders and to compare state organization and structure.   Thus far my travels have taken me to Indiana, Illinois, and lovely Brainerd, Mn.  For those curious, the flight from Minneapolis to Brainerd was 22 mins wheels up to wheels down and if you do not turn off your cell phone, you seem to get data the entire flight at 11,000 feet in the sky (or so someone told me).  

Attending a new conference brings me back to my early days as a financial aid professional.  At the time, I had no idea what being a financial aid professional meant, but I will always remember attending my first KASFAA conference in Topeka.  I admit this was prior to the social media days where you could keep up with colleagues around the country with a simple scan of your newsfeed.  I was amazed at how people seemed to know each other, specific family details, and exchange numerous long lost friend hugs.  I soon found that after a few conferences I transformed into one of those individuals.  My personal connections helped me with the transition from KASFAA/RMASFAA to MASFAP/MASFAA.  I truly believe connections around the country help me focus on my career as a financial aid professional. 

After years of working in financial aid, attending a new conference of any kind still gives me a bit of anxiety: Who will I know?  Where will I sit with at lunch?  Will anyone take me along with them to dinner? Will I end up alone in my room early at night?  Are people going to attend my session?
If you have ever had any of these feelings then you have been to a conference.  If you have overcome these feelings then you have conferenced.  If you met someone and followed up after the conference or at another conference, then you have done it well.   If you built a boat out of cardboard and beat Sarah Edward’s team in a pool boat race, while accidently hitting Lori Vedder in the shin with a paddle, then you have excelled. 

So on to these questions:

Who will I know?  Actually lots of people it turns out.  At ISFAA and ILASFAA I knew a fair number of the people there.  For Indiana I drove in, getting up at 5 am to be to Indy to present a credentialing session at 1pm.  Alex and Heidi welcomed me immediately upon arrival.  It was great getting to know the new leaders of ISFAA.  At ILASFAA due to a time commitment I flew, arriving at the hotel at 8:15 am.  Bill met me at the front desk and gave me a rundown of the day.  As I investigated the hotel layout, I continually bumped into people I knew.  Tim, an SI participant came up to me and said he had had great success using red solo cups to practice packaging.  (I guess people do pay attention) At MAFAA I arrived after dark to a sandwhich and sweet tea waiting in my room for me and quickly connected with Gale and Dick the next morning. 

Where will I sit for lunch?  This is always tricky, I often find the table game of where to sit and when to sit to be a challenge.  No one wants to be the first person or the last person through a buffet line.  At ISFAA I was encouraged to sit at the reserved tables up front, which takes the pressure off because I know many in the leadership.  At ILASFAA I found a number on the back of my name badge that told me where to sit so I could “network.”  As part of an ice breaker they distributed bouncy balls with random questions written on them.  We would toss it around the table and where your thumb landed, you had to answer that question.  (For the record, I would prefer a broken arm to a broken leg).  MAFAA did things just a bit different with most meals in a restaurant, it is always tough to pick a 4, 6, 8 or 10 top table to sit at.  For me, I just take a leap of faith and sit to meet someone new. 

Will anyone take me along for dinner?  Both ISFAA and ILASFAA had an evenings on your own.  At ISFAA on the first night Marvin took me out to dinner for ISFAA, he was an expert on Indy and took me to the places that I would find enjoyable (he chose wisely).  One the second night Alex took me in his lovely vanilla smelling car to a BBQ place in a fluffy snowstorm.  For ILASFAA a number of people checked in with me to ensure I had a ride and I ended up in the third row seating with Katie Cooper (a state president exchanger from WV) in Michelle Trame’s Ford Explorer.  (For the record, it is advisable to put the 3rd row head rests up before sitting in the very back, else it feels like a medieval torture device for your back.) 

Will I end up in my room early?  One of my beliefs about any conference is that people should NEVER go to their room before the late nightly news.  While I get the idea that people need down time, just think that you have put time into getting somewhere to meet people and learn stuff and the last thing should be doing is watching Scandal in your room alone.  For me that is not how you conference.  ISFAA had an evening reception that turned into dinner out and the opportunity to make new friends.  MAFAA had a night of bingo (Howdy Gary my MAFAA bingo buddy!) and a night of glow in the dark golf that sadly was canceled due to the monsoon rains.  At ILASFAA there were minute to win it type game (my team won for the record), a dance floor and card games.  One new activity for a conference was the obsession of ILASFAA folks putting together puzzles, but at least people were socializing. 


Are people going to attend my session?  I think anyone presenting hopes that people show up.  At a conference, I always look at the schedule, find my time, and then see what I am up against.  Honestly, no one wants to go up against an Ask a Fed, a town hall, or NASFAA credentialing, but you take what you can get to expand your profession.  I always review the presentation schedules balancing content and presenter ability when I pick a session, the last thing you want is to be in a session with someone reading slides.  MAFAA had one session for me and based on a solid crowd in my room, I’m guessing I wasn’t up against a federal session.  At ISFAA I had one session + a credentialing and at ILASFAA I presented two sessions.  I thought the material flowed and the questions were good.  I hope people learned from what I had to say and I will be eagerly awaiting those follow-up email questions.  (tip-great way to add to your network is to send a thank you or follow-up questions).



On my tour around MASFAA I’ve completed 3 states of the 3 I’s, 3 M’s, and WOW roadshow.  Based on what I’ve seen thus far I am excited to report the future is bright for financial aid administrators in our region and I look forward to seeing new faces in the MASFAA leadership.   I consider financial aid a profession, so networking is part of that.  I challenge everyone to attend a conference and get out of your comfort zone, remember we all have that new kid in school feeling sometimes, let’s do all we can to welcome our fellow FAA’s.  

Wednesday, May 10, 2017

Summer Institute Experience

by Keri Gilbert, Financial Aid Advisor, University of Missouri

I remember when my supervisor came bouncing into my office to tell me I was going to Summer Institute. “Oh yeah, it’ll be great! It’s a week in a dorm and going through NASFAA Credential courses!” I was so hesitant at first. What if everyone is mean? What if the dorms are crawling with spiders and mice? What if the material is too hard? After my first few hours, I realized that everyone was super nice and very outgoing (which is nice for people like me that are a little introverted…) and I didn’t see a spider, mouse, or anything terrifying in the dorms. As for the material? I learned a ton! It was a great week learning the foundations of financial aid and how all of the different pieces fit together. I loved getting to know my fellow financial aid administrators and it was so interesting to discuss how different things are at other schools. And I have got to say, earning NASFAA Credentials is awesome! Not only are you learning things that help you advise families, process aid, or whatever you do in your office, but passing a test and having your name added to the Credential Honor Roll feels great! So far I have earned 16 NASFAA Credentials, and from each subject I have gained at least one (usually it is more like 100) thing that has helped me in my job.

Summer Institute is a great way to ease into association activities and really see what this crazy profession is all about. You meet people that are from different schools, different regions, and follow different procedures in their office, but you all have one thing in common: financial aid! I found that starting a conversation with a group of people I didn’t know was as easy as asking “what is the craziest student interaction you have ever had?” Everyone is so nice and welcoming, and the faculty were awesome! Many of the connections I made at Summer Institute have helped me get involved in my state association (MASFAP) and MASFAA.

 I can honestly say that the week at Summer Institute changed how I think about my job, and helped me discover a passion for financial aid. If you can go, you gotta do it! If you have people in your office that you think would benefit from attending (which they will), make them go! I promise they will thank you later (Thanks, Nick!)


Find out more about the Summer Institute at http://masfaaweb.org/docs/toc_training.html

Wednesday, May 3, 2017

Make a Great Choice - Make Every Moment Count

The upshot of a recent article on the internet suggested that having choices increases our motivation and has a positive effect on our learning. When choices are used properly, they can be used to combat two common challenges: the feeling that things are boring and mundane and the feeling that situations are hard and daunting.

While we know our profession can be daunting at times, the MASFAA conference will be neither boring nor mundane. Offering an abundance of choices the conference include tracks on Best Practices, Innovation/New Ideas, Financial Literacy, Back to the Basics and “Awesome” Sessions.  See the tentative list of sessions here.

From Manager to Advisor - anyone looking to help their office advance to the next level of thinking and technology will find something of interest.  Make Every Moment Count and plan to attend the MASFAA conference in Dayton October 8-11, 2017.


Monday, April 17, 2017

MASFAA Summer Institute Experience by Felicia Drayton, Haywood Legacy Scholarship Recipient



 
My MASFAA Summer Institute Experience 


About the program…
MASFAA Summer Institute gave me an experience beyond my expectations. It was like a Financial Aid 101 Intensive and I LOVED every minute of it.
My goals were to meet as many people as possible, collect as many business cards as I could and to leave without any of my own. I wanted to learn and generate as many relationships as possible AND I did!
I also unexpectedly received the Haywood Legacy Scholarship as a result of my goals to learn, connect and have fun which paid for my attendance at the 2016 Fall MASFAA Conference. I was speechless.
The Summer Institute expanded my understanding of the Financial Aid world on the local, state and national levels. My mind was blown to realize the various ways you can have an impact on the future of financial aid through your participation in our local, state and national financial aid associations.

The things I learned…
I learned that though there are concretes and non-negotiables within the realm of financial aid, there are also so many ways to come up with the same result to best serve our students. I learned that depending on the school and population, processes and procedures may be different from another school and this is OKAY.
I learned that I can always reach out to a colleague from another institution because we’re not in competition, we’re in partnership for the greater good of financial aid as a whole. 

How much fun I had…
I am truly thankful for the thoughtful evening events that made me step out and enjoy the company of my peers after a long day of learning. I had so much fun not only experiencing this new place, but new experiences with people I would’ve otherwise never had such an experience with. It was like experiencing the best parts of college all over again; learning, growing and collaborating. 

People I met/relationships made…
I have at least 30 business cards from people I’ve emailed at least once. When events come up, I reach out to them to see if they’ll be in the area so we can catch up with one another. The great thing is…now if I’m anywhere in the Midwest, I have a colleague in the area I can reach out to. 

Credentials I earned…
I walked away with the knowledge to achieve all 12 credentials and managed to complete two more! Now I have 14 credentials and a year ago, I didn’t even know there were such a thing.


Submitted by Felicia Drayton, Senior Financial Aid Administrator, University of Michigan, MASFAA Summer Institute Haywood Legacy Scholarship Recipient