Agenda

 

  • Choose to participate virtually or in-person based on your learning style preference.
  • Sessions will be broadcast from Chicago on November 3 and 4.
  • Specific agenda details are subject to change. 
  • If you are not able to join live, you can register and still have access to the recordings up to 90 days after the event.

 

Agenda Posted in Central Time

Please adjust your time zone accordingly.

 

Day 1 | November 3

9:00 AM

Registration

In-person attendees can pick up event materials at the entrance of the Avenue Ballroom on the 1st floor.

10:00 AM

Welcome

Janice Crampton, AISAP

10:15 AM

A Vulcan Mind-Meld in 2021

Mark Mitchell, NAIS
 
Mark will share what’s on his mind during these troubling times, including thoughts; on how innovation in financial aid has been accelerated by the pandemic’s effects while renewing conversations of diversity, equity, and inclusion at the same time. Mark suggests what’s needed is something similar to the “Vulcan mind meld” that Mr. Spock was known for performing on the classic series, Star Trek. Spock had the ability to “meld” together a person’s thoughts, memories, and emotions in order to discover something important and useful. 2021 seems like the perfect time to give something similar a try! At the start of another year of uncertainty, we’ll discuss the need for flexibility and collegiality in your financial aid work and why today’s challenging environment now requires an unprecedented level of empathy.

11:15 AM

Advancing Institutional Priorities Through Financial Aid

Steve Brown, The Lovett School
Geordie Mitchell, La Jolla Country Day School
Genieve Rankel, Buckingham Browne & Nichols School
 
Join us for a panel discussion as we examine the role tuition assistance can and should serve as a critical tool and strategy to achieve your school's annual and long-term institutional priorities. With mission, vision, and the financial bottom line in mind, we will learn from those who have achieved balance and success. At the same time, we'll learn about potential pitfalls and missteps so that you can be your best in ensuring your priorities are met. 

12:00 PM

Lunch with Cohort Groups

If you are attending virtually, you will find a link to join a cohort group on the agenda page. In-person attendees are invited to grab a lunch find the table with your cohort leader’s name. During this time, we ask that you take some time to introduce yourselves and get to know each other a little better. You will be able to meet with this group throughout the year to share best practices.

1:00 PM

Legal Aspects of Financial Aid

Grace Lee, Venable

2:00 PM

Financial Aid and NTR: Where Mission and Revenue Meet

Drew Cocco, Montgomery School
 
Financial Aid is a critical tool for realizing NTR goals. As revenue goals increase each year, tuition assistance must also increase. But how do you know if you’ve struck the right balance? Using sound data tracking and basic spreadsheeting tools, enrollment professionals will learn to leverage the mission-driven approach of financial aid to maximize business-driven revenue targets.

3:00 PM

Case Study Intro

Alisa Evans, Mission Enrollment

3:30 PM

Case Study & System Updates

Aaron Wachholz, Blackbaud Financial Aid Management (formerly Smart Aid)
Megan Fangmeyer, FACTS
Clint Losch, FAST
Dalia Olson, SSS
Aleksandr Brusentsev, TADS
 
System trainers and experts will be in the virtual space to help share best practices on how you can leverage their technologies to their fullest potential. We will have a few case studies to work through as a group and have discussions on how to assess an application.
 

Day 2 | November 4

8:00 AM

Deep Dive into Business Taxes (Available for In-Person Attendees Only)

Alisa Evans, Mission Enrollment
 
Reviewing tax documents for both families and businesses are some of the most difficult parts of the financial aid administrator’s job. Businesses are inherently harder to review simply because we cannot easily compare their available cash to that of a traditional W-2 family. In this session, we will review the types of tax documents and business configurations to help you review folders in several ways.

10:00 AM

Case Study Debrief and Take-A-Ways

Alisa Evans, Mission Enrollment
 
We will kick off day 2 with reflections on what we discovered while working through the case study. Please bring your questions and comments before we dive into today’s topics.

10:15 AM

Financial Aid Lessons Learned from Higher Education

Matt Proto, Colby College
Candida Oxendine, Colby College
 
An uphill battle for many independent schools involves perceived costs. How do you convince families with pre-conceived expense notions that your school is more affordable than they think? The answer may lie in your approach to financial aid strategy. We’ll share insights about financial aid strategies and programs at Colby College, who meets 100% of demonstrated need without student loans and apply them to K-12 schools.

11:00 AM

Creating a Financial Aid Dashboard with Google Sheets

Drew Cocco, Montgomery School
Orna Siegel, Charles E. Smith Jewish Day School
 
Do you find that you have to constantly reformat charts and dashboards and use the “cut and paste” feature to move data or worse have to retype and re-enter data completely? Do you live in fear of having your boss or head of school ask for data (immediately!) and having to spend hours pulling your data together to produce some sort of legible dashboard? Two self-proclaimed spreadsheet nerds will provide tips and tricks for using google sheets to create a dynamic financial aid dashboard for your 2021-2022 financial aid season.

12:30 PM

Lunch with Cohort Groups

If you are attending virtually, you will find a link to join a cohort group on the agenda page. In-person attendees are invited to grab a lunch find the table with your cohort leader’s name. During this time, we ask that you take some time to introduce yourselves and get to know each other a little better. You will be able to meet with this group throughout the year to share best practices.

1:30 PM

What's in a Name? Rebranding your Tuition Assistance Program

Shelly Landau, Lancaster Country Day School
Brad Large, Hawken School
 
Financial Aid, Tuition Assistance, Indexed Tuition, Family Individualized Tuition (FIT), Flexible Tuition, Financial Assistance, Graduated Tuition, Sliding Scale Tuition – so many names, one simple goal: to position your school in the minds of families as an affordable option. This session will explore the importance of marketing your school’s need-based tuition assistance program, from research data to parent expectations to execution.

2:40 PM

Best Practices for Reporting

Alisa Evans, Mission Enrollment
 
After analyzing your data and preparing projections, it is critical to tell your data story and serve as an advocate for your financial assistance program. Learn how to set yourself up for success as you prepare to report to the Board and Finance Committee and advocate for your process.

3:40 PM

Closing Remarks

Janice Crampton, AISAP

4:00 PM

Adjourn