West Virginia Association of
Student Financial Aid Administrators

Committed to making Higher Education a reality in West Virginia

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Tentative Fall 2022 Conference Sessions


Wednesday, November 2

10:00 am - 12:00 pm: Exhibits Open (Exhibitor Area located in hallway)

10:00 am - 2:00 pm: Registration (Hallway) *will close during lunch

11:00 - 11:45 am: New Member Welcome Reception (Suite 1&2)

Host: Christine Tomczyk, University of Charleston

Brief Overview: This reception is meant to welcome new members to the association as well as allow them to meet some current members and fellow new members.

12:00 - 1:45 pm: Opening Remarks (Ballrooms A&C)

Speaker: Candi Frazier, WVU, WVASFAA President

Introduction of Featured Speaker, Executive Committee, Committee Chairs, Exhibitors, Other Special Guests & Newcomers.

Student Homelessness in West Virginia

Speaker: JJ Cayton and Lauren Frederick, West Virginia Coalition to End Homelessness

Brief Overview: This session will go over the WV Coalition to End Homelessness, the students they work with, and some of the challenges those students face.

1:45 - 2:00 pm: Break

2:00 - 3:00 pm: Breakout Sessions

Coming in 2024-25: The New FAFSA (Ballroom A)

Speaker: Karen McCarthy, NASFAA

Brief Overview: The 2024-2025 FAFSA is set to have some significant changes for students, their families, and of course our schools! Pop into this session to find out more about the changes that will be coming your way next October 1.

Banner Bits and Bytes (Ballroom C)

Speaker: Dianne Sisler, West Virginia Network

Brief Overview: This session will provide information about what's new in Banner Financial Aid and allow time for questions and discussion about current topics.

How America Completes College - 2022 (Suite 1&2)

Speaker: Joe Fries, Sallie Mae and Sandra Oerly-Bennett, WVU

Brief Overview: Four out of 10 U.S. undergraduates never finish college. Join us for a discussion of findings from a new research study by Sallie Mae and Ipsos on the factors that impact a student’s journey to college graduation. We’ll explore high school and college support systems, education motivations and perceptions, and more to identify barriers and opportunities to support students and families as they work toward achieving a college degree.

3:00 - 3:15 pm: Break

3:15 - 4:15 pm: Breakout Sessions

MASFAA Equality Talk Book Club (Ballroom A)

Speaker: Craig Slaughter, Kenyon College and MASFAA

Brief Overview: The MASFAA Equality Talk Book Club provides the opportunity for financial aid administrators to expand our awareness, understanding, and appreciation of diverse groups. It promotes discussion and provides a safe setting to expand our knowledge of critical issues.

Professional Judgment Pitfalls and Best Practices (Ballroom C)

Speaker: Thomas Dalton, Edamerica

Brief Overview: This session will provide an overview of the financial aid administrator’s ability to make case-by-case adjustments based on a student/family’s special circumstances, known as Professional Judgment (PJ). The session will include information on the use of PJ during the COVID-19 pandemic. Additionally, the presenters will provide best practices and common pitfalls that often lead to bias against the neediest students.

Pell for Incarcerated Students - What Is It?  How Is It Going to Work? (Suite 1&2)

Speaker: Lake Tackett, Huntington Junior College

Brief Overview: Effective July 1, 2023 Pell Grants will be available to incarcerated students.  There are a lot of steps and approvals needed to offer our programs to incarcerated students - from accrediting agencies to the Department of Education.  This session will review those steps and, hopefully, provide schools with the information to determine if this is a path they want to pursue at this time.

4:15 - 7:00 pm: Dinner on your own

7:00 pm: Game Night! Table and board games (Ballroom A&C)


Thursday, November 3

7:00 - 8:30 am: Continental Breakfast (TBD)

8:00 am - 12:00 pm: Exhibits Open (Exhibitor Area located in hallway)

8:00 am - 3:00 pm: Registration (Hallway) *will close during lunch

8:30 - 9:30 am: Federal Update: Beyond the Beltway (Ballrooms A&C)

Speaker: Karen McCarthy, NASFAA

Brief Overview: The Federal Update provides information on not only what we know is coming but also what potentially may be coming.

9:30 - 9:45 am: Break

9:45 - 10:45 am: Inspector General (Ballrooms A&C)

Speaker: Teke Brown and Jason Thomas, Office of the Inspector General

10:45 - 11:00 am: Break

11:00 am - 12:00 pm: Breakout Sessions

The Care and Feeding of Your Career (Ballroom A)

Speaker: Kevin Holman, College Ave Student Loan

Brief Overview: How often do you take stock of your current position and long-term career path? Who is responsible for your career? What should you do now?  Is it time to make a move?  How do you go about moving on?  Do you need to network? 

Creating More Impactful Financial Aid and Communications (Ballroom C)

Speaker: Jacqueline Hellen, West Virginia University

Brief Overview: Communicating with students about billing and financial aid can be challenging. Not only are topics sometimes technical and difficult to simplify, but they are often daunting to students by nature, potentially impacting their future finances and, in some cases, their ability to attend college at all. Learn how to create strategic communications that convey essential information while remaining accessible to students with thoughtful word choice, easy-to-read formatting, and straightforward language. In addition, learn how to hone the timing and frequency of your communications to allow students the time they need to complete tasks, encourage engagement, and reduce the odds your message is ignored.

The State of Student Finances: Multiyear Comparisons and Pandemic Shift (Suite 1&2)

Speaker: Matthew Nettleton, Inceptia

Brief Overview: In 2018, Inceptia published our first “State of Student Finances” report, examining the real-world financial choices of college students across the country. Three years later, we revisit our survey with some surprising results, including the immediate impact of COVID-19 on student money management. Join us as we reveal the data from our second “State of Student Finances” publication, in which we surveyed over 65,000 students to gauge how financial behaviors change – or don’t -- over time. The results also give us unique insight into how students are navigating the pandemic and adapting their behaviors in the face of economic uncertainty. This review can help higher education professionals identify those aspects of personal finance with which students struggle, while also offering financial education strategies to assist and empower students.

12:00 - 1:45 pm: Luncheon and MASFAA Update (Ballrooms A&C)

Speaker: Craig Slaughter, Kenyon College and MASFAA

1:45 - 2:45 pm: Breakout Sessions

The Way of the Shepherd - Seven Secrets to Managing Productive People (Ballroom A)

Speaker: Patty Peterson, Citizens

Brief Overview: Discover seven principles used by effective leaders and put them into practice with your own team to build a highly productive team.  Learn how to teach the people around you to view their work as a calling rather than merely a job, a place to work rather than a place to get a paycheck.  Challenge yourself to become a great leader and bring out the best in your team.

Fresh Start and Loan Forgiveness (Ballroom C)

Speaker: Aaron Staats, WVU

Brief Overview: There is a lot going on with the federal loan program right now. Attend this session for information on where things stand with student loan forgiveness as well as the Fresh Start initiative.

WVASFAA and What I Wish I Knew as a New Financial Aid Professional (Suite 1&2)

Speaker: Christie Tomczyk, University of Charleston

Brief Overview: This session is particularly helpful for members who are new to WVASFAA or new to the financial aid profession.

2:00 - 4:30 pm: Exhibits Open (Exhibitor Area located in hallway)

2:45 - 3:00 pm: Break

3:00 - 4:00 pm: Breakout Sessions

What Would You Do? (Ballroom A)

Speaker: Consuela Phillips, Valley College and Edward Cole, Eastern Community and Technical College

Brief Overview: This session will present different scenarios pertaining to diversity, equity, and inclusion, and it will ask attendees to consider what they would do in the situations.

Calculating Aggregate Loan Limits (Ballroom C)

Speaker: Aaron Staats, WVU

Brief Overview: Are you calculating aggregate loan limits correctly? Attend this session to learn more about calculating loan limits for students, including how to factor in additional unsubsidized loans properly. 

The Economics of Frustration: Financial Instability is the Top Barrier to Student Success (Suite 1&2)

Speaker: Donald Quick, CampusLogic powered by Ellucian

Brief Overview: For years, Student Success has become intertwined with Academic Success. New research reveals that financial issues are actually the number one reason college students fail to complete their program of study. In fact, the situation may be even more challenging because there is not just “one” financing barrier but instead an entire maze of difficulties that make the college buying experience so frustrating for students. In this session we’ll explore new research behind why students get lost in the financial aid maze and how you can equip your team to help guide them out and to degree completion.

4:00 - 5:00 pm: Sector Meetings (TBD)

Speaker: Roundtable

  • 4-year Public Colleges & Universities
  • Community and Technical Colleges
  • Private Colleges & Universities
  • Clock Hours Schools & Colleges
  • Associate & Auxiliary Members

Brief Overview: Sector meetings are roundtable discussions for each sector to discuss happenings in our sectors, see if we are having similar roadblocks, and discuss potential solutions.

5:00 pm: Dinner on your own


Friday, November 4

8:00 - 9:30 am: Continental Breakfast (TBD)

9:00 - 9:45 am: Business Meeting (Ballrooms A&C)

Speaker: Candi Frazier, WVU, WVASFAA President

9:45 - 10:00 am: Break

10:00 - 11:00 am: WV State Update (Ballrooms A&C)

Speaker: Brian Weingart, WVHEPC

West Virginia Association Student Financial Aid Administrators
                                   Glenville State College, PO Box 5, Glenville, WV  26351        

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