TASFAA Community Blog!

  • 16 Jan 2014 10:56 AM | Anonymous

    Tax filers can request from the IRS an IRS Tax Return Transcript or an IRS Tax Account Transcript of their 2012 IRS tax return, free of charge, in one of four ways.

    Online Request

    Available on the IRS Web site at www.irs.gov In the Tools section of the homepage click "Order a Return or Account Transcript"

    Click "Continue"  In the Type of Transcript field, select "Return Transcript" or "Account Transcript" and in the Tax Year field, select "2012".

    If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript or an IRS Tax Account Transcript, whichever was requested, at the address included in their online request, within 5 to 10 business days from the time the online request was successfully transmitted to the IRS.

    IRS Tax Return Transcripts and IRS Tax Account Transcripts requested online cannot be mailed to an address other than the address on file with the IRS.

    Telephone Request

    Available from the IRS by calling 1-800-908-9946

     Click "Order a Transcript"

     Enter the tax filer’s social security number, date of birth, street address, and zip or postal code. Use the address currently on file with the IRS. Generally this will be the address that was listed on the latest tax return filed. However, if an address change has been completed either through the IRS or the US Postal Service, the IRS may have the updated address on file, which should be used.

    For a joint tax return, use the primary tax filer’s social security number, date of birth, street address, and zip or postal code. Tax filers must follow prompts to enter their social security number and the numbers in their street address. Generally this will be numbers of the street address that was listed on the latest tax return filed. However, if an address change has been completed either through the IRS or the US Postal Service, the IRS may have the updated address on file. For a joint tax return, use the primary tax filer’s social security number, date of birth, street address, and zip or postal code.

     Select "Option 1" to request an IRS Tax Account Transcript or select "Option 2" to request an IRS Tax Return Transcript and then enter "2012".

     If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript or an IRS Tax Account Transcript, whichever was requested, at the address included in their telephone request, within 5 to 10 business days from the time the IRS receives the request.

     IRS Tax Return Transcripts and IRS Tax Account Transcripts requested by telephone cannot be mailed to an address other than the address on file with the IRS.

     

     Paper Request Form – IRS Form 4506T-EZ

     IRS Form 4506T-EZ should be used only when requesting an IRS Tax Return Transcript. [See below for information on using IRS Form 4506-T for requesting an IRS Tax Account Transcript and an IRS Record of Account.]

     Download at http://www.irs.gov/pub/irs-pdf/f4506tez.pdf

     Complete lines 1 – 4, following the instructions on page 2 of the form. Note that line 3 should be the most current address as filed with the IRS. It is the address where the IRS Tax Return Transcript will be sent. If the address has recently changed, include the address listed on the latest tax return filed on Line 4. However, if an address change has been completed through either the IRS or the US Postal Service, the IRS may have the updated address on file.

     Line 5 provides tax filers with the option to have their IRS Tax Return Transcript mailed directly to a third party by the IRS. Institutions are responsible for notifying aid applicants whether to list the institution as the third party to receive the Transcript or not. Some institutions may have difficulty matching a parent’s incoming IRS Tax Return Transcript to the aid applicant, as the two names may be different.

     On line 6, enter "2012" to receive tax information for the 2012 tax year that is required for the 2013-2014 FAFSA.

      The tax filers must sign and date the form and enter their telephone number. Transcripts of jointly filed tax returns may be furnished to either spouse. Only one signature is required. Sign the Form 4506T-EZ exactly as your name appeared on the original return. If you changed your name, also sign your current name.

    Mail or fax the completed IRS Form 4506T-EZ to the appropriate address (or FAX number) provided on page 2 of Form 4506T-EZ.

     Tax filers can expect to receive their transcript within 10 business days from the time the IRS receives and processes their signed request. NOTE: Processing Form 4506T-EZ means verifying/validating the information provided on the form. If any information does not match IRS records, the IRS will notify the tax filer that it was not able to provide the transcript.

     

    Paper Request Form – IRS Form 4506-T

    IRS Form 4506-T should be used if requesting an IRS Tax Account Transcript or an IRS Record of Account. Note that IRS Form 4506-T is the only way to request an IRS Record of Account.

    Download at http://www.irs.gov/pub/irs-pdf/f4506t.pdf.

    Complete lines 1 – 4, following the instructions on page 2 of the form. Note that line 3 should be the most current address as filed with the IRS. It is the address where the IRS Tax Account Transcript or IRS Record of Account will be sent. If the address has recently changed, include the address listed on the latest tax return filed on Line 4. However, if an address change has been completed through the IRS or the US Postal Service, the IRS may have the updated address on file.

    Line 5 provides tax filers with the option to have their IRS Tax Account Transcript or IRS Record of Account mailed directly to a third party by the IRS.

    Institutions are responsible for notifying aid applicants whether to list the institution as the third party to receive the Transcript or not. Some institutions may have difficulty matching a parent’s incoming IRS Tax Account Transcript or IRS Record of Account to the aid applicant, as the two names may be different.

     

    On line 6, enter the tax form number that you are requesting (1040, 1040A, 1040EZ, etc.) and then check the appropriate box for the transcript being requested. Only one tax form number can be used per request.

    On line 9, enter "12/31/2012" to receive IRS tax information for the 2012 tax year that is required for the 2013-2014 FAFSA.

    The tax filers must sign and date the form and enter their telephone number. Transcripts of jointly filed tax returns may be furnished to either spouse. Only one signature is required. Sign the Form 4506-T exactly as your name appeared on the original return. If you changed your name, also sign your current name.

    Mail or fax the completed IRS Form 4506-T to the appropriate address (or FAX number) provided on page 2 of Form 4506-T.

    Tax filers can expect to receive their IRS Tax Account Transcript or IRS Record of Account within 30 calendar days from the time the IRS receives and processes their signed request. NOTE: Processing Form 4506-T means verifying/validating the information provided on the form. If any information does not match IRS records, the IRS will notify the tax filer that it was not able to provide the transcript or Record of Account.

     

  • 16 Jan 2014 10:50 AM | Anonymous

    College Goal Tennessee is a non-profit program that provides free information and assistance to Tennessee families applying for financial assistance for higher education. College Goal Tennessee mobilizes financial aid professionals from Tennessee colleges, universities, career colleges, and technology centers to help families of college-bound students complete the Free Application for Federal Student Aid (FAFSA).

    For more information, visit the Tennessee College Goal Sunday site (click here for a link).

     

    LOCATIONS & DATES

    January 11, 2014

    Roane State CC - Harriman
    (10 a.m. - 3 p.m.)
    Directions

    Millington Central High School - Millington
    (10 a.m. - 12 p.m.)
    Directions

    MTSU - Murfreesboro
    (9 a.m. - 12 p.m.)
    Directions

    Roane State CC Oak Ridge Campus - Oak Ridge
    (10 a.m. - 3 p.m.)
    Directions

    Motlow State CC Smyrna Campus - Smyrna
    (10 a.m. - 1 p.m.)
    Directions

    January 18, 2014

    TCAT at Crump - Crump
    (9 a.m. - 1 p.m.)
    Directions

    Hill Crest High School - Memphis
    (11 a.m. - 1 p.m.)
    Directions

    January 19, 2014

    Nashville State CC - Nashville
    (2 p.m. - 4 p.m.)
    Directions

    January 23, 2014

    Cleveland State CC - Cleveland
    (3 p.m. - 7 p.m.)
    Directions

    Dyersburg State CC - Jimmy Naifeh Ctr - Covington
    (1 p.m. - 7 p.m.)
    Directions

    Dyersburg State CC - Dyersburg
    (1 p.m. - 7 p.m.)
    Directions

    January 25, 2014

    University of TN Chattanooga - Chattanooga
    (10 a.m. - 12 p.m.)
    Directions

    Miller Motte College - Clarksville
    Directions

    January 26, 2014

    Northeast State CC - Blountville
    (2 p.m. - 4 p.m.)
    Directions

    Columbia State CC - Columbia
    (2 p.m. - 4 p.m.)
    Directions

    Pellissippi State CC - Knoxville
    (9 a.m. - 2 p.m.)
    Directions

    LeMoyne Owen College - Memphis
    (2 p.m. - 4 p.m.)
    Directions

    Southwest TN CC - Macon Cove Campus - Memphis
    (2 p.m. - 4 p.m.)
    Directions

    Watkins College of Art - Nashville
    (2 p.m. - 4 p.m.)
    Directions

    January 27, 2014

    The Neighborhood Christian Center - Memphis
    (6 p.m. - 8 p.m.)
    Directions

    Nashville State CC - Waverly Campus - Waverly
    (5 p.m. - 7 p.m.)
    Directions

    January 29, 2014

    Anointed Temple of Praise - Memphis
    (6 p.m. - 8 p.m.)
    Directions

    January 30, 2014

    Bolivar Central High School - Bolivar
    Directions

    February 6, 2014

    Southwest TN CC - Union Campus - Memphis
    (2 p.m. - 4 p.m.)
    Directions

    February 9, 2014

    TN Technological University - Cookeville
    (2 p.m. - 4 p.m.)
    Directions

  • 14 Jan 2014 2:00 PM | Anonymous

    February 2014 SmartSessions

    Your MBTI Leadership Style in the Financial Aid Office: Where the Rubber Meets the Road

    New directors are often faced with personnel and team-building challenges as soon as they start the job.  Do you know how to use your MBTI style preference to manage and build your team? Using results from your MBTI assessment, participants will review case studies of best practices for managing conflict, building trust, delegating work, and communicating with peers. You will understand how the MBTI types and your style preferences inform specific ways you can interact with peers, direct reports, and senior leadership to ensure a successful transition to your new role.

    Presenters:

    Janet Dodson – Associate Director, Tuition Exchange, Past NASFAA Chair, and Certified MBTI Counselor

    Sara Vancil – Assistant Director of Financial Aid and Scholarships, The University of Kansas, and Certified MBTI Counselor.

    Specific topics covered include: 

    • ·         What do the MBTI preferences mean for building teams and managing people?
    • ·         What is your natural conflict management style?
    • ·         How to use the MBTI results to improve communication
    • ·         Putting it all together: case studies from the Financial Aid Office

    February 6th @ 12 PM, Eastern time

    Your MBTI Leadership Style in the Financial Aid Office: Where the Rubber Meets the Road

    You and Your Data: Understanding and Communicating about Your Student Populations

    New directors are frequently asked to provide comprehensive data that explains both expenditures and student outcomes. Do you know how to organize and present your data in a meaningful way? In a time of increased demand for measurable outcomes using limited dollars, it’s imperative that financial aid leaders how to present data about their programs to other campus departments, senior leadership, and trustees so they can ensure funding. This webinar will review common data requests and illustrate ways to organize data, understand patterns and trends over time, and communicate potential outcomes to other offices and decision-makers.

    Speakers:

    Janet Dodson – Associate Director, Tuition Exchange and Past NASFAA Chair

    Susan Murphy – Senior Associate Dean of Academic and Enrollment Services, University of San Francisco

    Specific topics covered include:

    • ·         Common data requests made of financial aid leaders – why, what, and who
    • ·         Preparing a calendar
    • ·         Preparing for the unexpected – trust your sources before predicting outcomes
    • ·         Techniques for illustrating potential outcomes; tell your story before someone else does

    February 18 @ 12 PM, Eastern time
    You and Your Data: Understanding and Communicating about Your Student Populations

    Difficult Conversations: How to Manage Conflict While Providing Customer Service

    Does your front line staff know how to deal with difficult situations in positive ways? This webinar will demonstrate proven techniques for diffusing conflict while providing great customer service.  The financial aid process can be frustrating and emotionally challenging for both parents and students. This heightened anxiety can play itself out in the aid office when parents and students direct anger and frustration at counselors or front line staff. Your teams’ ability to diffuse a difficult conversation and create a problem-solving approach is crucial to your customer service effort.

    Presenter: Shannon Patterson, M.S., Instructor in Business Administration and Conflict Management at Argosy University.

    Specific topics covered include:

    • ·         Bridging conflict management and customer service
    • ·         Depersonalizing anger and emotion
    • ·         Using reflective listening to gain control
    • ·         Strategies for problem-solving that result in trust

    February 13 @ 12:00 PM, Eastern time

    Difficult Conversations: How to Manage Conflict While Providing Customer Service

    February 27 @ 3:00 PM, Eastern time
    Difficult Conversations: How to Manage Conflict While Providing Customer Service

    Successfully Navigating the Multi-Generational Workplace

    The financial aid office often includes employees from the Boomers to the Milennials resulting in various work styles.  Do you know how to manage this diversity and build a strong team?  The complexities of working in a multi-generational environment can be rewarding if you understand how and why different age groups approach and value their work.

    Specific topics covered include:

    • ·         Understanding what each generation values 
    • ·         Learning how different generations communicate: face to face or click to click
    • ·         Managing conflict that results from the various styles
    • ·         Learning to value our differences

    Feb. 5th @ 3 PM, Eastern time
    Successfully Navigating the Multi-Generational Workplace

    Feb. 11th @ 12 PM, Eastern time

    Successfully Navigating the Multi-Generational Workplace

    Verification: Four Simple Steps to Completion

    Get the right dollars to the right students, on time. We’ll show you the easiest steps to completing verification based on recent policy changes and review common issues that arise.

    Specific topics covered include:

    • ·         Determining who needs to be verified
    • ·         Reviewing required documentation
    • ·         Resolving conflicting information
    • ·         How to understand IRS transcripts – and when to ask for more information
    • ·         Making corrections

    February 4th @ 12 PM, Eastern time
    Verification: Four Simple Steps to Completion

    February 20th @ 3 PM, Eastern time

     Verification: Four Simple Steps to Completion

    Life after Loan Default

    The consequences of student loan default can be devastating to your borrowers. Do you know how to explain these outcomes in meaningful ways during loan counseling sessions? If students default on their loans they will damage their credit, risk having their tax refunds and other benefits withheld, and face the possibility of wage garnishment and legal action. These penalties show on the credit report for years, making it difficult for borrowers to secure employment, get a loan to buy a car or home, rent apartments, and in some instances, secure employment. This session will help you understand these long term consequences so that you can provide effective loan counseling.

    Specific topics covered include:

    • ·         Defining default
    • ·         When and how default is reported to credit bureaus
    • ·         The long term impact on credit scores and potential ramifications to borrowers
    • ·         Options for restoring credit and loan rehabilitation

    February 12th @ at 12 PM, Eastern time

    Life after Loan Default

    February 25th @ 3 PM, Eastern time
    Life after Loan Default

    Managing Loan Default: Making a Difference in 60 Minutes

    Managing default prevention activity is important to your institution but requires resources and time. We can show you how to improve your default rate with just a little extra effort each month. By dedicating just 60 minutes each month, you can lower your school’s cohort default rate, and facilitate your ultimate goalundefinedhelping students avoid the negative consequences of loan delinquency and default.

    Specific topics covered include:

    • ·         Options for contacting late stage delinquent borrowers  --  emails,  letters, and phone calls
    • ·         Promoting IBR and Pay As You Earn to early and mid-stage delinquent borrowers
    • ·         Reaching out to borrowers during their grace period

    February 18th @ 3 PM, Eastern time
    Managing Loan Default: Making a Difference in 60 Minutes

    February 27th @ 12 PM, Eastern time

    Managing Loan Default: Making a Difference in 60 Minutes

    Decoding CDR Reports and Correcting Data

    Draft Cohort Default Rates are due to be released in February. Do you know how to review your report for accuracy? Learn how you can review CDR reports and when to challenge, appeal and adjust to ensure your school’s rate is an accurate reflection of your borrower’s experience in repayment.

    Specific topics covered include:

    ·         The Cohort Default Rate (CDR) cycle

    ·         The Loan Record Detail report

    ·         Challenges, Adjustment and Appeals

    ·         Common appeal errors to avoid

    February 13th @ 3 PM, Eastern time
    Decoding CDR Reports and Correcting Data

    February 28th @ 2 PM, Eastern time
    Decoding CDR Reports and Correcting Data

  • 13 Jan 2014 2:01 PM | Anonymous

    All the 2013 sessions are available on the FSA webpage (click here for quick link).

    Presentations may be downloaded in a PowerPoint format.

  • 07 Jan 2014 2:37 PM | Anonymous

    Don Burgess, husband of Deana Burgess, passed away from a massive heart attack on December 25. Please keep Deana in your thoughts and prayers.  Deana is Financial Aid Counselor at Dyersburg State Community College. 

    Deana has asked that memorials be made to Finley United Pentecostal Church Building Fund.


    The address is Finley United Pentecostal Church

    190 Mimosa Street

    P. O. Box 119

    Finley, TN 38030


    Cards to Deana can be sent to Deana Burgess, 1822 McCullough Chapel Road, Dyersburg, TN 38024


  • 23 Dec 2013 9:57 AM | Anonymous

    Hello all,

    Just wanted to give you an update on Stephanie. She is recovering at home for 4 weeks and then will start chemo after that. She has really enjoyed all of the flowers, notes and cards that she has received from her colleagues and friends.  So keep them coming.

    Please continue to keep Stephanie and her family close in your thoughts and prayers over the next several days.  Terri I will send further updates as we receive them here at TSAC.

    If you wanted to send cards or notes to her, her address is:

    Stephanie Aylor

    5101 Ashley Drive

    Nashville, TN  37211 

    Happy Holidays,

    Jane

  • 25 Nov 2013 3:32 PM | Anonymous

    We are planning a group TASFAA dinner on Tuesday night of the FSA conference. If you are interested in attending, please comment on this post or email Celena Tulloss at carader@utk.edu.

    Look forward to seeing several of you in Vegas!!

  • 25 Nov 2013 3:26 PM | Anonymous

    Financial aid offices around the country are becoming increasingly aware of the needs of our veterans. With the increase of veterans transitioning into higher education, we as financial aid administrators must be conscious of the unique needs of this student population. In order to better our customer service and provide the best care, below are a few resources for financial aid administrators to use to assist their veteran students. These resources reference various military aid options (including the GI Bill), financial literacy, financial counseling, FAFSA information and more!

    AMERICAN COUNCIL ON EDUCATION - PAT TILLMAN FOUNDATION

    Today’s GI Bill® Tillman Military Scholars

    http://www.todaysgibill.org/ 

    http://www.pattillmanfoundation.org/tillman-military-scholars/apply/

    FINAID.ORG

    Financial aid for veterans and their dependents

    http://www.finaid.org/military/veterans.phtml

    USA FUNDS

    Military/Veterans Support Provisions

    http://www.usafunds.org/Consumer/MilitaryBenefits.pdf

    FINAID.ORG   US DEPARTMENT OF EDUCATION

    Veterans and the FAFSA - For Members of the US Armed Forces: What You Need To Know

    http://www.finaid.org/military/fafsa.phtml

    IRAQ AND AFGHANISTAN VETERANS OF AMERICA

    New GI Bill® (Post 911 Act Information; Calculators)

    http://newgibill.org/

    ABOUT YOUR FEDERAL STUDENT LOAN BENEFITS

    http://studentaid.ed.gov/sites/default/files/military-student-loan- benefits.pdf

    US DEPARTMENT OF EDUCATION

    Scholarships For Military Families

    http://studentaid.ed.gov/sites/default/files/scholarships-for- military.pdf

    MILITARY.COM         US DEPARTMENT OF VETERANS AFFAIRS

    State Veterans Benefits Directory     Welcome to the GI Bill® Web Site

    http://www.military.com/benefits/veteran-state     

    Note: “GI Bill” is now a registered trademark owned by the US Department of Veterans Affairs. http://www.va.gov/opa/pressrel/pressrelease.cfm?id=2408.

    AMERICAN INSTITUTE OF CPAs       CONSUMER FINANCIAL PROTECTION

    MCGRAW-HILL AND BETTER BUSINESS BUREAU

    Military Money (Includes an iPhone/iPad app)

    http://www.militaryandmoney.com/

    MILITARYHUB

    http://www.militaryhub.com/

    MILITARY ONESOURCE

    http://www.militaryonesource.mil/

    Money Management; financial counseling

    360 Degrees of Financial Literacy

    Military and Reserves

    http://www.360financialliteracy.org/Life- Stages/Military-and-Reserves

    BETTER BUSINESS BUREAU

    Free Resources (various pubs from other resources)

    http://www.bbb.org/us/Military/resources/

    BUREAU

    Additional Resources for Service members, veterans and their families Money management and saving http://www.consumerfinance.gov/servicemem bers/additionalresources/

    FINANCIAL INDUSTRY REGULATORY AUTHORITY (FINRA)

     http://www.saveandinvest.org/MilitaryCenter/

    BETTER BUSINESS BUREAU – MILITARY     FORT JACKSON FINANCIAL READINESS

    BBB Military Line

    http://www.bbb.org/us/military-line/

    CONSUMER FEDERATION OF AMERICA

    Predatory Lending Protections for Service-members

     http://www.consumerfed.org/pdfs/MIL-Fact- Sheet-Final-Regs.pdf

    FMWR ONLINE

    Financial Readiness Program

    http://fortjacksonmwr.com/acs_fin/

    IN CHARGE EDUCATIONAL FOUNDATION

    Military Money

    http://www.incharge.org/military-money

    A special thanks to David R Smedley, Associate Director, Compliance and Policy, Office of Student Financial Assistance. Email: dsmedley@email.gwu.edu  for compiling the aforementioned resources.

  • 25 Nov 2013 3:25 PM | Anonymous

    December 2013 SmartSessions

    Assessing your Financial Aid Social Media Plan: Measure what Matters

    Your financial aid social media plan needs to start with measurable outcomes. Financial aid officers often struggle with how to measure the impact of their social media platforms in meaningful ways. Effective assessment requires that aid offices isolate their goals in advance: building community, increasing followers, or just providing timely financial aid information. Each goal is important but requires unique tools for measurement.

    Specific topics include:

    • What to measure – volume, reach, engagement, or influence
    • Techniques for measurement
    • Refining your strategy based on results
    • Practical tips from the field

    December 10th @ 3 pm Eastern time
    Assessing your Financial Aid Social Media Plan: Measure what Matters

    FERPA: Interpreting the Intricacies

    Protecting student privacy is paramount. Understand what needs to be included in your school’s Family Educational Rights and Privacy Act(FERPA) policy and gain a working knowledge of how to ensure FERPA privacy requirements are met in real-world scenarios. Consider this course not just an introduction to the basics of FERPA, but also an in-depth guide to understanding the rights of students and their parents regarding student education records. The materials presented have been vetted by our privacy specialists to ensure that you get the most accurate and comprehensive assistance available.

    Specific topics covered include:

    • Review of final rules
    • Student and parent rights and FERPA
    • Right to access, review, and amend an education record
    • Compliance, complaints, and enforcement

    December 17 @ 3 pm Eastern time
    FERPA: Interpreting the Intricacies

    A Guide to Great Lakes Default Prevention Tools

    This session provides an overview of the Great Lakes tools available to help you reach out to delinquent borrowers and manage your cohort default rate. Learn how to use our Borrowers at Risk report and delinquency letter tool to connect with former students and steer them away from default on FFELP, put, and Direct loans. The training will fully explain report access, settings and options, and subscriptions. You'll also learn how different schools use the tools to tackle different prevention challenges.

    December 19th @ 3 pm Eastern time
    A Guide to Great Lakes Default Prevention Tools


    Cost of Attendance Essentials: A Data-Driven Approach to Balancing Student Needs and Debt

    Do you know how to develop a COA budget that meets your students’ needs and encourages reasonable debt?  A data-driven approach to budget- building can help. When you build a reasonable budget that is grounded in economic facts, you can help your institution maintain compliance, offer flexibility, and encourage responsible borrowing for successful repayment.

    Specific topics covered include:

              Items to be included in the COA

              Data sources to build a reasonable COA

              Situations when Professional Judgment may be appropriate

    December 18th @ 12:00 pm Eastern time
    Cost of Attendance Essentials: A Data-Driven Approach to Balancing Student Needs and Debt

    January 2014 SmartSessions

     

    Your First Day as a New Director: 5 Things you need to do to Ensure Success

    Are you a new Financial Aid Director or aspire to be one? New aid directors face unique challenges in their first days on the job. This session will help you successfully transition to your new role.

    Presenters:

    Janet Dodson, Associate Director, Tuition Exchange, and Past NASFAA Chair

    Gail Holt, Dean of Financial Aid, Amherst College

    Specific topics covered include:

    • ·         First day essentials: security updates and reports to review
    • ·         Assessing your office culture – your team and your peers
    • ·         Identifying roles and responsibilities
    • ·         Securing resources

    January 15th @ 12 PM, Eastern time
    Your First Day as a New Director: 5 Things you need to do to Ensure Success

    Assessing your Leadership Style: Know Thyself and Plan Accordingly

    Aid directors are often hired for their Title IV expertise but need to quickly develop their natural leadership skills. Do you know what your leadership style is and how to use it to your advantage?

    This webinar will help you uncover your style preferences and to work with others in ways that achieve success for the office. Using the Myers - Briggs Type Indicator (MBTI) assessment, participants will develop a better understanding of their leadership strengths -- as well as areas in need of improvement -- and use that knowledge to improve communication, build teams, and manage conflict. Registrants for this webinar will be offered the opportunity to complete an MBTI assessment prior to the event.

    Presenters:

    Janet Dodson – Associate Director, Tuition Exchange, Past NASFAA Chair, and Certified MBTI Counselor

    Sara Vancil – Assistant Director of Financial Aid and Scholarships, The University of Kansas, and Certified MBTI Counselor

    Specific topics covered include:

    • ·         Explanation of the four MBTI preference scales
    • ·         Overview of MBTI whole types
    • ·         How MBTI preferences inform leadership styles
    • ·         How MBTI preferences influence communication

    January 28th @ 12 PM, Eastern time
    Assessing your Leadership Style: Know Thyself and Plan Accordingly

    Final Student Loan Rules: What the Changes Mean for You and Your Students

    New final rules issued in November 2013 resulted in important changes to the student loan rules, including the modifications to both the FFEL and Direct Loan programs.  We’ll give you a general overview of the regulatory changes and provide you with an insider’s guide to the negotiated rule making process.

    Specific topics covered include:

    • ·         Forbearance
    • ·         Minimum Loan Period for Transfer Students
    • ·         Modifications to FFEL Program and Direct Loan Program Regulations
    • ·         Enrollment Reporting
    • ·         Participation Rate Index Appeal for Cohort Default Rates

    January 16th @ 3 PM, Eastern time
    Final Student Loan Rules: What the Changes Mean for You and Your Students

    January 23rd @ 12 PM, Eastern time
    Final Student Loan Rules: What the Changes Mean for You and Your Students

    Verification: Four Simple Steps to Completion

    Get the right dollars to the right students, on time. We’ll show you the easiest steps to completing verification based on recent policy changes and review common issues that arise.

    Specific topics covered include:

    • ·         Determining who needs to be verified
    • ·         Reviewing required documentation
    • ·         Resolving conflicting information
    • ·         How to understand IRS transcripts – and when to ask for more information
    • ·         Making corrections

    January 23rd @ 3 PM, Eastern time
    Verification: Four Simple Steps to Completion

    January 30th @ 12 PM, Eastern time
    Verification: Four Simple Steps to Completion

    Dependency Status Dilemmas

    Are your students confused about how to answer dependency questions on the FAFSA? When should you consider a dependency override? We'll review ways to help your students while maintaining compliance.

    Specific topics covered include:

    • ·         Does a student's self-sufficiency make them independent?
    • ·         How does the IRS definition of a "dependent" differ from the FAFSA?
    • ·         Who is considered to be a "Homeless Unaccompanied Youth?"

    January 8th @ 12 PM, Eastern time
    Dependency Status Dilemmas

    January 22nd @ 3 PM, Eastern time
    Dependency Status Dilemmas

    Professional Judgment Perplexities

    Professional Judgment is helps you target funds to students with exceptional need. But Professional Judgment principles must be applied wisely and responsibly in order to be effective and compliant. 

    This participatory session reviews complex case studies to show how you can help students get the aid they need by making adjustments to either the expected family contribution (EFC) or the student’s cost of attendance.

    Specific topics covered include:

    • ·         Why and when to use professional judgment
    • ·         Permissible actions and required documentation
    • ·         Common scenarios – loss of income, changes in assets, extraordinary expenses
    • ·         Dependency overrides
    • ·         Maintaining a professional judgment policy

    January 30 @ 3 PM, Eastern time

    Professional Judgment Perplexities

    Great Lakes Default Management Tools: Learn, Access, Implement

    Staying in touch with borrowers who are struggling with repayment can help you minimize your cohort default rate.  Great Lakes tools can help you with these important outreach efforts. This session will show you how to use our Borrowers at Risk report and Delinquency Letter Tool to connect with former students and steer them away from default. You’ll also learn how schools have successfully tackled specific default challenges using our tools.

    January 29th @ 3 PM, Eastern time
    Great Lakes Default Management Tools: Learn, Access, Implement

    Financial Literacy: What You Need to Know to Educate Your Students

    Financial education helps students make wise decisions about money and credit.  You can create and tailor your own financial literacy programs by mastering basic concepts. This train-the-trainer session will give you all of the essentials you need to provide financial education to your students. You’ll be able to take what you’ve learned and create your own presentation to educate your students so that they make wise financial choices both during school and after graduation.

    Specific topics covered include:

    • ·         How credit scores are generated
    • ·         How different types of loans – including student loansundefinedimpact credit history
    • ·         How to craft your own program

    January 21st @ 12 PM, Eastern time
    Financial Literacy: What You Need to Know to Educate Your Students

    January 28th @ 3 PM, Eastern time
    Financial Literacy: What You Need to Know to Educate Your Students

  • 25 Nov 2013 3:18 PM | Anonymous

    How Analytics Can Help Schools Prepare for Student Success

    By Ted Lannan, Inceptia Director of Market Research

    This month the Department of Education will conduct public forums on college campuses across the country to discuss a possible federal college rating system that will determine student aid awards.

    Many states today have already reconsidered the enrollment-based funding model and instead are allocating money to colleges and universities based on the number of students who complete courses and degrees.

    According to a report released last month by the National Center for Higher Education Management Systems (NCHEMS) and Complete College America, 16 states have a funding formula in place

    The funding formulas are based on performance indicators like course completion, time to degree, transfer rates, the number of degrees awarded, or the number of low-income and minority graduates. This illustration [see map] shows states that are already transitioning to some type of performance funding or are considering it.

    Ten additional states are transitioning to some type of performance funding and more states have started the process with formal hearings held at the Legislature or meetings conducted by governing boards.

    Based on these changes, higher education institutions must focus on student success and retention to generate an acceptable rate of return and maintain financial viability.

    The starting point is analytics. My favorite business quote from Peter Drucker is: "What gets measured gets managed.

    Today, higher education institutions are collecting more data than ever before. However, much of the data is being used to satisfy credentialing or reporting requirements rather than to address strategic planning questions. Much of the data collected are not used at all. The problem is not the amount of data, but the challenge of integrating it, and the time and expertise to analyze it.

    That's where professional analysis can help. Analytics:

    • provides evaluation of data to determine patterns unique to each school
    • helps mine and integrate vast amounts of information not normally connected
    • offers a predictive view of upcoming challenges
    • makes available a means to efficiently use resources available

     

    Data should be used to identify the variables in student success. It

    At a time when our government will require more justification when credentialing and ranking an institution, the objective must be to use data analysis to promote retention, improve graduation rates and enhance loan repayment.

    Ted Lannan is the Director of Market Research for Inceptia. More information can be found at Inceptia.org.

     

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