MASFAA Overview and Orientation

PacFAA
Pacific Financial Aid Association
A Call to Action:
Putting Your Financial Aid Leadership to Work
March 14-15, 2016 – Honolulu, Hawaii
Leadership is a shared
responsibility!
Each of us has something to
contribute!
Each of Us Has a Story
 Why are you in the financial aid
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profession?
What are you passionate about?
Do you view this as a job or a career?
What do you have to contribute?
What is your story?
My Story
 Grew up on a farm in
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southeastern Illinois
Oldest of four children and
given responsibility at an early
age
First generation college
student
Worked my way from graduate
assistant to director
Passionate about what I do
and believe that education is
important
Actively involved in
professional associations
Financial Aid Associations
Why Are Associations Important?
 Discussion of financial aid issues and
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strategies
Training
Professional Development/Leadership
Legislative advocacy
Research and data
Networking and support
Financial Aid Association Structure
National Association
6 Regional Associations
51 State Associations
NASFAA – Our National
Association
NASFAA - National Association of
Student Financial Aid Administrators
NASFAA Overview
 Institutional membership association
 Professional staff headquartered in Washington,
DC
 Serves 3,000 post-secondary institutions
 Represents the interest of financial aid
professionals and students to Congress,
Department of Education and other regulatory
agencies
 Governed by an elected Board of Directors that
generally meets three times a year
NASFAA Overview
 Board committees, task forces, working
groups and thought forces
 Legal Structure
 Articles of Incorporation
 By-Laws
 Policies and Procedures Manual
 Strategic Plans that address plans and
goals of the Association
NASFAA Overview
NASFAA is the largest postsecondary education
association with institutional membership in
Washington, D.C., and the only national
association with a primary focus on student aid
legislation, regulatory analysis, and training for
financial aid administrators in all sectors of postsecondary education. No other national
association serves the needs of the financial aid
community better or more effectively.
NASFAA Vision Statement
NASFAA: Shaping the future by promotion
student access and success in higher
education.
NASFAA Mission Statement
The National Association of Student
Financial Aid Administrators (NASFAA)
provides professional development for
financial aid administrators; advocates for
public policies that increase student access
and success; serves as a forum on student
financial aid issues; and is committed to
diversity throughout all activities.
NASFAA Commitment to
Diversity and Inclusion
In support of its mission, NASFAA will pursue and
promote, in principle and practice, the diversity and
inclusion of its membership to represent the
profession and the students we serve. NASFAA
promotes a culture of diversity and inclusion by
encouraging involvement and access regardless of
race, ethnicity, gender, religion, age, sexual
orientation, nationality, disability, appearance,
geographic location, professional level or
institution type.
NASFAA Roles
 Removing Barriers: Advocacy for access,
research, and effective delivery of financial
assistance to our nation’s students.
 Providing Education: Providing exceptional
professional support, development, and
technical assistance through member-driver
services.
 Enhancing Communication: Building an
engaged and diverse community through
accurate and responsive information sharing.
NASFAA Leadership
 President and CEO – Justin Draeger
 Vice President – Beth Guerard Maglione
 Vice President – Mindy Eline
 Managing Director of Policy & Federal
Relations – Megan McClean Coval
 Chief Training Officer – Dana Kelly
 Director of Meetings & Events – Jennifer
Jackson
NASFAA Leadership
 National Chair – Dan Mann (University of Illinois
at Urbana-Champaign)
 Past National Chair – Eileen O’Leary (Stonehill
College)
 National Chair-Elect – Lisa Blazer (University of
Texas-San Antonio)
 National Chair-Elect-Elect – Billie Jo Hamilton
(University of South Florida)
Transition occurs in July each year.
NASFAA Board of Directors
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National Chair (3-year term)
National Chair-Elect (3-year term)
Past National Chair (3-year term)
6 Representatives-at-Large (2-year term; 3
elected each year)
6 Regional Representatives (1-year term)
Treasurer (1-year term)
President and CEO (non-voting)
Secretary (non-voting)
3 Commission Directors (1-year term; nonvoting)
6 Regional Observers (non-voting)
2014-17 NASFAA Strategic
Long-Range Plan (SLRP)
 Lead, cultivate, and encourage the development
of public policies that support postsecondary
education.
 Ensure all Association activities fall within the
scope of the Board-approved Mission and Vision
Statements and represent the best use of time
and resources.
2014-17 NASFAA Strategic
Long-Range Plan (SLRP)
 Promote NASFAA as the trusted, recognized
leader in the professional development of
financial aid administrators.
 Assess and address, as needed, the perception
of financial aid professionals among various
stakeholders.
 Ensure the effective and strategic use of
technology across all Association activities.
My 2015-16 NASFAA Goals
 Execute 2014-17 NASFAA SLRP
 Strengthen our Profession
 Provide Enrollment Management Training
 Continue Task Force Model and Involving
New Financial Aid Administrators
 Celebrate NASFAA’s 50th Anniversary
 Celebrate Higher Education Act’s 50th
Anniversary
Our Regional and State
Associations
Regional/State Associations
 Are local/grassroots organizations
 Conduit for providing information to/from state
associations, regional associations and NASFAA
 Provides leadership and professional
development opportunities for members that is
favored by NASFAA for leadership opportunities
and task force/committee assignments
 Varies on institutional vs. individual membership
 Conducts board meetings and conferences
Regional/State Associations
 Elected Officers
 Committees
 Legal Structure
 Articles of Incorporation
 By-Laws
 Policies and Procedures Manuals
 Strategic Plans that address plans and
goals of the Association
Regional Associations
NASFAA has established
six regional associations.
Although separate legal
entities, the relationship
between NASFAA and
the regional associations
is harmonious and are
bound by mutual
interests.
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EASFAA
MASFAA
RMASFAA
SASFAA
SWASFAA
WASFAA
EASFAA
Eastern Association of Student
Financial Aid Administrators
 Connecticut
 Delaware, District of
Columbia & Maryland
(Tri-State)
 Maine
 Massachusetts
 New Hampshire
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New Jersey
New York
Pennsylvania
Puerto Rico
Rhode Island
Vermont
U.S. Virgin Islands
MASFAA
Midwest Association of Student
Financial Aid Administrators
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Illinois
Indiana
Iowa
Michigan
Minnesota
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Missouri
Ohio
West Virginia
Wisconsin
RMASFAA
Rocky Mountain Association of
Student Financial Aid
Administrators
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Colorado
Kansas
Montana
Nebraska
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North Dakota
South Dakota
Utah
Wyoming
SASFAA
Southern Association of Student
Financial Aid Administrators
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Alabama
Florida
Georgia
Kentucky
Mississippi
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North Carolina
South Carolina
Tennessee
Virginia
SWASFAA
Southwestern Association of
Student Financial Aid
Administrators
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Arkansas
Louisiana
New Mexico
Oklahoma
Texas
WASFAA
Western Association of Student
Financial Aid Administrators
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Alaska
Arizona
California
Idaho
Nevada
Oregon
 Pacific (Hawaii,
Guam, Micronesia,
Palau, American
Samoa, Marshall
Islands, Northern
Marianas
 Washington
WASFAA Leadership
 President – Barbara Bickett (DeVry, Inc.)
 Past President – Jack Edwards (Stanford
University) who replaced Kevin Jensen (College
of Western Idaho & now at SUNY Oneonta)
 President-Elect – Mike Johnson (Portland State
University)
PacFAA Leadership
 President – Dayna Isa (Windward Community College)
 Past President – Cathy Bio (University of Hawaii Maui
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College)
President-Elect – Shawn Domingo (Chaminade
University)
Vice President – Jannine Oyama (Honolulu Community
College)
Secretary – Sherrie Padilla (University of Hawaii at Hilo)
Treasurer – Kilohana Miller (University of Hawaii Maui
College
Representatives-At-Large – Jeff Anderson (Kauai
Community College) and Troy Takahashi (University of
Hawaii at Manoa)
Washington Higher Education
Secretariat
 American Association of Colleges for Teacher Education
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- AACTE
American Association of Colleges of Nursing - AACN
American Association of Collegiate Registrars and
Admissions Officers - AACRAO
American Association of Community Colleges - AACC
American Association of State Colleges and Universities
- AASCU
American Association of University Professors - AAUP
American College Personnel Association - ACPA
American College Testing Program - ACT
Washington Higher Education
Secretariat
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American Council on Education - ACE
American Dental Education Association - ADEA
American Indian Higher Education Consortium - AIHEC
Association of Academic Health Centers - AAHC
Association of American Colleges and Universities AAC&U
Association of American Law Schools - AALS
Association of American Medical Colleges - AAMC
Association of American Universities - AAU
Association of Catholic Colleges and Universities ACCU
Washington Higher Education
Secretariat
 Association of Community College Trustees - ACCT
 Association of Governing Boards of Universities and
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Colleges - AGB
Association of Higher Education Facilities Officers APPA
Association of Jesuit Colleges and Universities - AJCU
Association of Public and Land-grant Universities - APLU
Association of Research Libraries - ARL
The College Board - CB
College and University Professional Association for
Human Resources - CUPA-HR
Washington Higher Education
Secretariat
 Council for Advancement and Support of Education 
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CASE
Council for Christian Colleges and Universities – CCCU
Council for Higher Education Accreditation - CHEA
Council for Opportunity in Education - COE
Council of Graduate Schools - CGS
Council of Independent Colleges - CIC
The Council on Governmental Relations - COGR
EDUCAUSE - EDUCAUSE
Educational Testing Services - ETS
Hispanic Association of Colleges and Universities HACU
Washington Higher Education
Secretariat
 NAFSA: Association of International Educators - NAFSA
 NASPA-Student Affairs Administrators in Higher
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Education - NASPA
National Association for College Admission Counseling NACAC
National Association for Equal Opportunity in Higher
Education - NAFEO
National Association of College and University Attorneys
- NACUA
National Association of College and University Business
Officers - NACUBO
National Association of Independent Colleges and
Universities - NAICU
Washington Higher Education
Secretariat
 National Association of Student Financial Aid
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Administrators - NASFAA
National Association of System Heads - NASH
National Collegiate Athletic Association - NCAA
National Council of University Research Administrators NCURA
University Professional & Continuing Education
Association - UPCEA
Professional Development
and Success
Why Should You Participate in
Professional Activities?
 To strengthen your financial aid skills and
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knowledge
To develop leadership skills
To expand your perspective on the profession
and higher education
To support your state, regional and national
associations
To widen your network of colleagues
Why Should You Participate in
Professional Activities?
 To share your knowledge and abilities
 To add to your resume and credentials
 To keep yourself and your institution updated
with the latest information/trends
 To develop relationships with elected officials
and Department of Education/State Agencies
 Associations generally cover your expenses
 To have fun and make life-long friends!
Tips for Professional Success
 Have the support of your supervisor and your
family
 Be organized
 Prepare notebooks/folders that contains agendas,
minutes, budgets, calendars, committee member
rosters with names and contact info, by-laws,
committee charges, notes, etc.
 Plan ahead
 Incorporate meeting times into your schedule and
plan to attend all meetings
Tips for Professional Success
 Understand your responsibilities and
assignments
 Develop goals and objectives to meet these
responsibilities/assignments
 Develop a schedule to meet these goals and
objectives
 Establish realistic priorities and timelines
 Remember to communicate
Tips for Professional Success
 Don’t over-commit yourself
 Find proper balance between work/personal
 Be realistic about how much time and energy
you can commit
 Be dependable when volunteering your time
 Don’t be afraid to ask for help
 This is not a sign of failure
 These are volunteer associations
Tips for Professional Success
 Communicate with appropriate people
throughout the process
 Follow through completely and timely with
all assignments
 Assess what you have done and evaluate
what you have personally learned
 Reach out and welcome new members
Tips for Professional Success
 Think big and learn everything
 Push yourself to do new things
 Learn from your mistakes
 Find, and then become, a role
model/mentor
 Stay involved and continue to progress up
the leadership ladder
Tips for Professional Success
 Listen, and be respectful of others
 Speak when you have something
meaningful to contribute
 Thank others for their service
 Support others in their professional growth
 Keep track of your involvement
Many Options for
Volunteering and
Professional Involvement
Professional Involvement
 Personal Opportunities
 Church/Schools
 Charities
 Civic and Community Organizations
 Professional Opportunities
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Your Office
Your College/University
Financial Aid Associations
Other Higher Education Associations
Are you ready to put
your leadership to
work?
Enjoy Your
Financial Aid Leadership
Experiences!
Questions?
Dan Mann
2015-16 NASFAA National Chair
Office of Student Financial Aid
620 East John Street
Champaign, IL 61820-5712
(217) 333-9299
danmann@illinois.edu
www.osfa.illinois.edu