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Montana Association of Student Financial Aid Administrators

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  • MASFAA Spring Conference

MASFAA Spring Conference

  • Tuesday, March 09, 2021
  • Thursday, March 11, 2021
  • Zoom
  • 94


  • One time reduction in cost due to virtual format. Fee will charged is for all MASFAA members of the institution.
  • One time reduction in cost for virtual conference.
  • For non MASFAA members who wish to attend.

Registration is closed

MASFAA Annual Spring Conference

Tuesday, March 9, 2021

2:00 – 4:00            Board Meeting

4:15 – 5:00            Directors Meeting/Welcome to FA Newbies

Wednesday, March 10, 2021

8:00 – 8:30            Coffee Talk

8:30 – 9:00            Welcome Speaker- Sandra Bauman, Ed.D.

9:00 – 9:45            Update from RMASFAA President - James Broscheit

9:45 – 10:00         Break

10:00 – 10:30      Know Your Verification Sourcing Options - What to look for

It causes stress not only for students, but financial aid administrators everywhere. This cumbersome process can test the limits of any financial aid office, and can lead to the unfortunate delay of educational goals for students who become overwhelmed in the process. outsourcing services can present a critical reflection on current trends, challenges, and opportunities, with the goal of significantly improving the user experience and combating verification melt. Join us as we share insights on top verification errors, top student inquiries, recommendations for efficient processes, and student support tips.

10:40 - 11:00        Corporate sponsor time

11:10 – 12:00       Keynote Speaker - Stephen Schreibeis, Superintendent at Glendive Public Schools and John Maxwell Certified Coach, Speaker, Teacher, Trainer

12:00 – 1:00          Lunch

1:00 – 1:50            NASFAA Update- Megan McClean Coval

2:00 – 3:00            FSA Session - Calendars, Modules and TIV

Calendars, Modules, and Title IV - This session will outline the three types of academic calendars -- standard term, non-standard term, and non term. In addition, we will do a deeper dive into the concept of modules and how those affect Pell, Direct Loans, and R2T4. Finally, details around what to do with summer terms and intersessions will help round out your understanding of academic calendars!

3:00 – 3:15            Break

3:15 – 4:00            MASFAA Session - James Broscheit

4:10 – 5:00            FSA Federal Update

The Federal Update - presentation will describe the most recently approved guidance from the U.S. Department of Education and and the office of Federal Student Aid as it relates to the Title IV programs. Statutory and regulatory updates will be provided as well as operational updates and reminders.

5:00 – 6:00            Social Hour

Thursday, March 11,2021

9:00 – 10:00         NASFAA Session - Direct Loan Issues– 

This session will review some common issues and frequently-asked questions around Direct Loan administration. We will explore various topics related to packaging, originating, and disbursing Direct Loans.

10:10 – 11:00       FSA Session - Cash Management

Cash Management - This session will provide policy and operational guidance on the cash management requirements set out in 668 Subpart K of the Code of Federal Regulations. This session will include information about: institutions that partner with banks and servicers; making disbursements; notices; authorizations; the advance, HCM1, HCM2 and reimbursement payment methods; returning funds; and books and supplies. This session will also explain the role played by the Department's systems (such as COD and G5) for disbursement, draw downs, and reconciliation of federal student aid funds

11:10 – 12:00       OIG Session - Fraud Awareness

Fraud Waste and Abuse-Protecting Tax Payer Dollars- A brief overview of the OIG function, the allegation referral process, and case examples.

12:00 – 1:00          Lunch

1:00 – 2:00            NASFAA Session - Late, Retroactive, and Post-Withdrawal Disbursements-This session will examine the basics of late disbursements, retroactive payments, and post-withdrawal disbursements, the distinctions among each, and the conditions for making them.

2:10 – 3:00            Business Meeting & Service Recognition

3:15 – 5:00            Board Meeting


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