Tri-State Annual Conference 2022
October 30-November 1, 2022
Hyatt Regency Chesapeake Bay
Final Agenda
Also available for download --> here!
Please note that photographs may be taken at this event and displayed in various DEDCMD ASFAA media as a way to positively promote the Association. Those participants who pose for photographs are permitting the use of their image in this way.
SUNDAY, OCTOBER 30, 2022
7:30 AM – 12:00 PM Executive Board Meeting and Lunch
Skipjack
8:00 AM – 1:00 PM Exhibitor Set-Up
Chesapeake Ballroom
10:45 AM – 1:15 PM Pre-Conference NASFAA Credential: Student Eligibility
Cutter
Presenter: Catherine Boscher-Murphy, Associate Director/Compliance Officer, Montclair State University, New Jersey
12:00 PM – 5:00 PM Registration Open
Chesapeake Ballroom Foyer
1:00 PM – 1:30 PM Exhibitor Area Open
Chesapeake Ballroom
1:30 PM – 2:30 PM Opening Session and Chesapeake-A-Boo Kickoff!
Chesapeake Ballroom Moderators: Conference Co-Chairs - Kat Delgrosso, College Ave Student Loans and Patty Peterson, Citizens
Presenter: Keia Brown, Associate Director of Scholarships, University of Maryland – College Park
2:30 PM – 2:45 PM Break
Chesapeake Ballroom
2:30 PM – 5:00 PM Exhibitor Area Open Chesapeake Ballroom
2:45 PM – 3:30 PM Concurrent Sessions
1. Loan Repayment
Skipjack
Moderator: Darwin Morency, Sallie Mae
Presenter: Fawn Leipold, Associate Director of Financial Aid, George Washington School of Medicine and Health Sciences
2. Policies & Procedures – Where do I start?
Schooner
Moderator: Beth McSweeney, PNC Presenter: Greg Rinderle, Director, McClintock & Associates, P.C.
3. Advocacy – Why it is important!
Cutter
Moderator: Brad Scaggs, Kennedy & Company
Presenters: Andrew Harvey, Director of Financial Aid, Garrett College and Meredith Schor, Director of Financial Aid, George Washington School of Medicine and Health Sciences
3:30 PM – 3:45 PM Break
Chesapeake Ballroom
3:45 PM – 4:30 PM Concurrent Sessions
1. Consortium Agreements - Best Practices
Cutter
Moderator: Kara Layfield, Salisbury University
Presenter: Meredith Schor, Director of Financial Aid, GWU School of Medicine & Health Sciences
2. Verification, PJ & Corrections – Authority/Use, Documenting, Cases
Skipjack
Moderator: Michael Elliott, Salisbury University
Presenter: Greg Rinderle, Director, McClintock & Associates, P.C.
3. Withdrawal Symptoms (from R2T4!)
Schooner
Moderator: Anne Traverso, SoFi
Presenter: Douglas Wilson, Associate Director Financial Aid Compliance, Delaware State University
5:30 PM – 7:00 PM President’s Reception
Chesapeake Ballroom
7:00 PM – 9:00 PM Entertainment—Trivia Contest with Prizes!
Chesapeake Ballroom
MONDAY, OCTOBER 31, 2022
7:30 AM – 5:30 PM Registration Open
Chesapeake Ballroom Foyer
7:30 AM – 8:30 AM Breakfast
Chesapeake Ballroom
8:30 AM – 12:15 PM Exhibitor Area
Open Chesapeake Ballroom
8:45 AM – 11:30 AM NASFAA Credential: Packaging & Notification of Awards
Schooner
Presenter: Catherine Boscher-Murphy, Associate Director/Compliance Officer, Montclair State University, New Jersey
8:45 AM – 9:30 AM Concurrent Sessions
1. Setting Up and Maintaining a Campus Food Pantry
Skipjack
Moderator: Pat Shoemaker, Anne Arundel Community College Presenter: Caitlin Silver-Negron, Basic Needs Coordinator, Office of Student Engagement, Anne Arundel Community College
2. Making Finance Fun: How to get students EXCITED about Money Management!
Clipper
Moderator: Detra Hooper, Howard County Community College
Presenter: Peter Bielagus, Wealth Educators International, LLC
9:30 AM – 9:45 AM Break
Chesapeake Ballroom
9:45 AM – 10:30 AM Concurrent Sessions
1. Multi-generational Workplace
Clipper
Moderator: Scott Orris
Presenter: Danette Burgess, Assistant Director of Financial Aid, American University
2. Confidence, Conflicts, and Escalation: Oh My!
Skipjack
Moderator: Susan Creager, Salisbury University
Presenter: Julie Lawton, Manager, Business Development, Cognition Financial
3. The Student Experience: Strategies for Driving Student Engagement
Cutter
Moderator: Meg Harcum, Salisbury University
Presenters: Darwin Morency, Director of Relationship Management, Sallie Mae & Keri Neidig, Director, Assistant Region Head, Sallie Mae
10:30 AM – 10:45 AM Refreshment Break
Chesapeake Ballroom
10:45 AM – 11:30 AM General Session: Potential Threats Facing Institutions of Higher Education Chesapeake Ballroom
Moderator: Meredith Schor, GWU School of Medicine & Health Sciences
Presenters: Nicole Dotson, Special Agent and Dave Schick, Special Agent, Office of Inspector General, U.S. Department of Education
11:30 AM – 12:15 PM General Session: Dealing with Active Shooter Situations Chesapeake Ballroom
Moderator: Pat Shoemaker, Anne Arundel Community College
Presenters: Sean Kapfhamer, Chief of AACC Police and Janene Kerpelman, Sergeant, AACC Police Department Please note: This session will include the showing of plastic gun-shaped items during the presentation. Please only attend this session if you are comfortable.
12:15 PM – 1:30 PM Lunch, Business Meeting, Awards, State and Regional Announcements, Charity Speaker
Chesapeake Ballroom
1:30 PM – 2:15 PM Keynote/General Session
Getting Unstuck, Dealing with Burnout, and Rediscovering a Happier You!
Chesapeake Ballroom
Moderator: Meredith Schor, GWU School of Medicine & Health Sciences
Presenter: Grace E. Henry, EdD, Assistant Dean for Diversity & Inclusion, George Washington School of Medicine & Health Sciences
2:15 PM – 5:00 PM Exhibitor Area Open
Chesapeake Ballroom
2:15 PM – 3:15 PM *FSA: Federal Update (Note: 1 hour session)
Clipper
Moderator: Mason White, Salisbury University
Presenter: Cynthia Hammond, Training Manager, Federal Student Aid
2:30 PM – 3:15 PM Concurrent Sessions
1. Hosting a Successful and Engaging Virtual Meeting – Tips for the Novice and Pros Alike! Schooner
Moderator: Ronnie Webb, Salisbury University
Presenter: Beth McSweeney, AVP/Campus Relations Manager, PNC
2. Changes in the Student Loan Space
Skipjack
Moderator: Julie Lawton, Cognition
Presenters: Sean McEvoy, Assistant Commissioner – Policy and Consumer Services and Student Loan Ombudsman, State of Maryland
Tisa Silver Canady, Founder and Director, Maryland Center for Collegiate Financial Wellness
3:15 PM – 3:30 PM Refreshment Break
Chesapeake Ballroom
3:30 PM – 4:15 PM* Concurrent Sessions
1. FSA: Consumer Information/FSA Assessments (*Note: FSA session is 1 hour from 3:30 PM – 4:30 PM) Clipper
Moderator: Susan Erb, Hood College
Presenter: Cynthia Hammond, Training Manager, Federal Student Aid
Note: This session will be followed by a Q & A Session from 4:30 PM – 5:00 PM
2. Scholarships: Write from Your Heart Schooner
Moderator: Rick Gallagher, Ascent
Presenter: Jen Volberding, Associate Director, Scholarships, University of Maryland – Baltimore County
4:15 PM – 4:30 PM Break
Chesapeake Ballroom
4:30 PM – 5:15 PM* Concurrent Sessions
1. FSA: Q & A (Note: 30-minute session from 4:30 PM – 5:00 PM)
Clipper
Moderator: Susan Erb, Hood College
Presenter: Cynthia Hammond, Training Manager, Federal Student Aid
2. Managing Up: Communication to Overcome Roadblocks Schooner
Moderator: Joseph Jovell, Nelnet Bank
Presenter: Meredith Schor, Director of Financial Aid, George Washington School of Medicine and Health Sciences
3. Strategic Enrollment Management
Skipjack
Moderator: Patty Peterson, Citizens
Presenter: Robert Muhammad, Director of Financial Aid, Howard University
5:45 PM – 7:00 PM Dinner
Chesapeake Ballroom
7:00 PM – 10:00 PM Monster Mash: Costume Contest, DJ, Pumpkin Decorating (7-9 pm) and S'mores at the Fire Pit!
Chesapeake Ballroom and Outside the Ballroom (S’mores)
S’mores at the fire pit sponsored by College Ave Student Loans
TUESDAY, NOVEMBER 1, 2022
7:30 AM – 9:00 AM Exhibitor Area Open
Chesapeake Ballroom
8:00 AM – 9:00 AM Breakfast
Chesapeake Ballroom
9:00 AM – 9:30 AM Concurrent Sessions—State Roundtable Sessions
Maryland Schools
Chesapeake Ballroom
Moderator: Pat Shoemaker, Anne Arundel Community College and Maryland President
DC Schools
Clipper A
Moderator: Robert Muhammad, Howard University and DC President
Delaware Schools
Clipper B
Moderator: Tonya Schaeffer, Delaware County Technical College and Delaware President
9:30 AM – 10:30 AM NASFAA: Inside the Beltway Update Chesapeake Ballroom Moderator: Kat Delgrosso, College Ave Student Loans
Presenter: Rachel Gentry, Director of Government Relations, NASFAA
10:30 AM – 10:45 AM Refreshment Break
Chesapeake Ballroom
10:45 AM – 11:45 AM NASFAA: Coming in 2024-2025! The New FAFSA
Chesapeake Ballroom
Moderator: Kat Delgrosso, College Ave Student Loans
Presenter: Rachel Gentry, Director of Government Relations, NASFAA
11:45 AM – 12:30 PM Boxed Lunches to Go
Chesapeake Ballroom
11:45 AM – 1:00 PM Exhibitor Area Breakdown
Chesapeake Ballroom
