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updated
9.26.17

Training

-- Registration is currently closed for the 2017 Summer Institute and Leadership Symposium --

Explore. Experience. Discover.

MASFAA is committed to helping both members and nonmembers develop professionally. There is a storied history of providing two training opportunities with the annual Summer Institute and Leadership Symposium programs. Each program aligns with MASFAA's strategic mission to provide timely and cost effective training to implement new regulations, follow best practices in the financial aid profession and develop leaders.

Not already a MASFAA member? No problem, you can still register for the MASFAA Summer Institute or Leadership Symposium and receive a complimentary membership for the remainder of the 2016-17 member year.

Summer Institute:

"I had an amazing time at Summer Institute! Not only did I learn a ton, I met some amazing people. Nothing bands you together with a group of people like a week of intense learning about the foundations of financial aid and staying in a dorm. My time at Summer Institute increased my knowledge base, and my professional network. I can honestly look back on my time there and see how that week changed my entire outlook on financial aid and association participation."
- Keri Gilbert, Financial Aid Advisor, University of Missouri

"MASFAA Summer Institute gave me an experience beyond my expectations. It was like a Financial Aid 101 Intensive and I LOVED every minute of it. The Summer Institute expanded my understanding of the Financial Aid world on the local, state and national levels. My mind was blown to realize the various ways you can have an impact on the future of financial aid through your participation in our local, state and national financial aid associations."
-Felicia Drayton, Senior Financial Aid Administrator, University of Michigan
(2016 MASFAA Haywood Legacy Scholarship Recipient)

"Attending the MASFAA Summer Institute has been one of the most significant and beneficial experiences of my professional career thus far. Summer Institute serves as the perfect combination of a financial aid boot and summer camp. Having the opportunity to meet and network with so many other financial aid professionals from the region left me inspired to stay active within our different state, regional and national financial aid associations. It was an experience I could never replace! The only complaint I have is that I wish we were able to attend year after year!"  
-  Adeeba Ali, Staff Assistant, The Ohio State University

Leadership Symposium:

"Attending MASFAA Leadership was empowering. To be able to listen to and learn from leaders in the financial aid field made me realize I was on the right track professionally. Being able to work with others as a group and learn from them was also a game changer. I met great people within our Leadership team. I have reached out to all of them for support and feedback multiple times since I've been back in Michigan. The best part was meeting and bonding with my roommate. I would have never had the opportunity to meet all these great people if I would not have attended MASFAA Leadership. I would encourage all to attend. Don't let the college life experience scare you! You are never too old to spend some quality time in a residence hall with strangers!"
- Stephanie Petsch, Assistant Director, Eastern Michigan University

"The Leadership Symposium helped me feel more confident in aspiring to lead an office or association, something I wasn't sure I could see myself doing before attending. I met a great group of people to support and be supported by on as we advance in our careers!"
- Aesha Williams, Assistant Director, Illinois Institute of Technology

"I believe the MASFAA Leadership Symposium was a great opportunity to increase my confidence as a financial aid administrator. The time we spent at the conference gave me a breath of fresh air. It was a fun time to connect with individuals and learn a great deal of skills for the future. I would recommend this to everyone that is interested."
- Jose Ayala, Assistant Director, The University of Illinois at Chicago

"The Leadership Symposium is a learning experience for everyone, from the seasoned FA veteran, to the new advisor in their first week. You are given great tools to expand your network."

- Ron Herrell, Bi Regional Director of Financial Aid, Ivy Tech Community College

What is MASFAA's
Summer Institute?
What is MASFAA's
Leadership Symposium?
When: June 5-9, 2017 When: June 5-7, 2017
Where: Illinois State University (Normal, IL) Where: Illinois State University (Normal, IL)
What:
Summer Institute will drill home the basic financial aid concepts and participants will come away with a solid foundation of the information they need to go back and best serve their students and institutions.

Using the NASFAA University Boot Camp training materials, graduates of Summer Institute will come away with confidence, and their toolbox will be filled with knowledge and resources. As part of the registration fee:

  1. Students will receive NASFAA-approved curriculum materials to help guide them and be a resource for the classroom sessions,
  2. The opportunity to test for 11 NASFAA credentials. They will have 40 days after Summer Institute to complete any of the 11 NASFAA credential tests, and
  3. Participate in networking activities and cross-over sessions with the MASFAA Board and Leadership Symposium to learn more about MASFAA and build their professional network.
  4. A complimentary 2016-17 MASFAA Membership.

What:
The MASFAA Leadership Symposium is meant to build on leadership skills you may have already have learned and help participants hone in on bigger picture issues they may face back at their office or while holding leadership positions within the financial aid associations. We have experienced financial aid professionals to help you nail down the things you need to know and build your confidence so you can have an impact. Sessions will push participants to think about things from different vantage points, learn more about themselves, building and leading a team, managing up and more. As part of your registration rates, you will also receive a complimentary 2016-17 MASFAA Membership.
Summer Institute
Curriculum/Schedule of Events:


Monday:
1:00 pm - Registration Opens
4:00 pm - Welcome & Opening Session
5:30 pm - Dinner Provided
7:00 pm - Group Activity

Tuesday:
Breakfast provided
 • Application Process
 • Student Eligibility
Lunch Provided
 • Cost of Attendance
 • Needs Analysis

Minor League Baseball Game & Dinner Included

Wednesday:
Breakfast Provided
 • Verification
 • Federal Pell Grant
Lunch Provided
 • Cross-Over Session with Leadership Symposium
 • Direct Loans
Dinner Included & Group Activity

Thursday:
Breakfast Provided
 • Satisfactory Academic Progress
 • Packaging & Notification of Awards
Lunch Provided
 • Return of Title IV Funds (R2T4)
 • Campus-Based Programs
Dinner - Self-Pay - Organized Locations with Faculty Leading the Way

Friday:
Breakfast Provided
 • Professional Judgment
 • Graduation
Box lunch provided

Leadership Symposium
Curriculum/Schedule of Events:


Monday:
1:00 pm - Registration Opens
4:00 pm - Welcome & Opening Session
5:30 pm - Dinner Provided
7:00 pm - Group Activity

Tuesday:
Breakfast provided
 • Leadership Toolbox
 • Road to Relevance
Lunch Provided
 • Managing Up
 • How to Step into a New Position - First Day as a Director
Minor League Baseball Game & Dinner Included

Wednesday:
Breakfast Provided
 • Implicit Bias
 • Building a High Performance Team
Lunch Provided
 • Cross-Over Session with Summer Institute
Leadership Symposium Concludes at 2 pm
Meet the Faculty:
  • Triena Bodart
    Financial Aid Manager
    Moraine Park Tech
  • Katie Cooper
    Director of Financial Aid
    West Liberty State College
  • Keri Gilbert
    Financial Aid Advisor
    University of Missouri
  • Erica Henry
    Assistant Director-Enrollment Relations
    University of Cincinnati
  • Leo Hertling
    Associate Director of Financial Aid
    Purdue University
  • Aesha Williams
    Assistant Director
    Illinois Institute of Technology

Meet the Faculty:
  • Amanda Fijal
    Senior Executive Director
    University of Chicago
  • Steven Foster
    Assistant Director for Outreach
    University of Michigan
  • David Peterson
    Director, Financial Aid
    Indiana Univ/ Purdue Univ - Fort Wayne
  • Thomas Ratliff
    Associate Vice President
    Indiana Wesleyan University
Registration Rates:
$600 - Commuter
$700 - Double Room
$850 - Single Room

^Rates include a complimentary 2016-17 MASFAA Membership
Registration Rates*:
$300 - Commuter
$400 - Double Room
$550 - Single Room

*One representative from each state will be selected by the respective state association and will receive a discount. See your state association president to see if you may qualify for this discount.

^Rates include a complimentary 2016-17 MASFAA Membership

What to Bring:

Summer Institute attendees will be provided with an electronic copy of the NASFAA University Study Guides and Presentations for all the topics covered in the curriculum prior to the event. Participants may wish to bring an electronic version or hard copy of the materials, along with pens, paper, laptop, and/or iPad to take notes. Hard copy materials will not be provided.

Leadership Symposium attendees will be provided with an electronic copy of the MASFAA Leadership Symposium materials prior to the event. You may wish to bring an electronic version or hard copy of the materials, along with pens, paper, laptop, and/or iPad to take notes. Hard copy materials will not be provided.

Bring your business cards for networking!

You will be walking from the residence halls to the meeting rooms. You may wish to bring an umbrella.

*Also, be sure to read the section below on housing and meals. We STRONGLY encourage you to also bring your own twin bed fitted sheet, flat sheet, a blanket, pillow, and pillow case. The standard dorm sheets that are provided are very thin and we want you to make sure you are as comfortable as possible. We also suggest that you bring your own bath towel and wash cloth for your comfort.


What to Wear:

Attendees should dress casually for comfort during training and may wish to bring a sweater. Tuesday evening's activity will be an outdoor event, so attendees should plan accordingly.

  • Monday: Casual classy, first impressions, just saying...
  • Tuesday: Let's see some school spirit, wear those colors, gear, face paint, etc.!
  • Wednesday: Summer Institute t-shirt that will be provided when you check in.
  • Thursday*: Your favorite travel themed attire (e.g., shirt from Myrtle Beach, etc.).
  • Friday*: Whatever is still clean... I mean, it is mostly a travel day.

*Applies to Summer Institute only


Housing and Meals:

Attendees will be housed in the Illinois State University residence hall system. Basic bed linens* and towels will be provided, however, you may wish to bring these additional items:

  • Towels
  • Pillows
  • Blankets
  • Toiletries, such as shampoo, soap, toothbrush, toothpaste, shower shoes, etc. (none will be provided)

*We STRONGLY encourage you to also bring your own twin bed fitted sheet, flat sheet, a blanket, pillow, and pillow case. The standard dorm sheets that are provided are very thin and we want you to make sure you are as comfortable as possible. We also suggest that you bring your own bath towel and wash cloth for your comfort.

Meals will be provided by the Illinois State University Dining System, with the exception of Tuesday evening's meal at the Normal Cornbelters' ballpark, and Thursday evening's meal, which will be on your own.

Alcohol is not allowed in the residence halls of Illinois State University.

Attendees arriving prior to June 5th may not stay in the Illinois State University residence halls. Participants who arrive prior to June 5th may wish to stay in one of the following downtown Normal hotels at their own expense. If a participant wishes to stay in a hotel throughout the entire week they may book separate arrangements on their own and at their own expense. Summer Institute or Leadership Symposium costs will not be reduced if a participant decides to stay in a hotel instead.

Marriott Hotel
201 Broadway Ave
Normal, IL 61761
Phone: 309-862-9000
http://www.marriott.com/hotels/travel/bmimc-bloomington-normal-marriott-hotel-and-conference-center/

Hyatt Place Hotel
200 Broadway Ave.
Normal, IL 61761
Phone: 309-454-9288
http://bloomingtonnormal.place.hyatt.com/en/hotel/home.html

Location and Travel:

The Summer Institute and Leadership Symposium will take place in Normal, IL, on the campus of Illinois State University. Training and meals will occur in the Bone Student Center, 200 N. University Street, Normal IL 61761.

Attendees may choose to fly to Central Illinois Regional Airport in Bloomington, IL, which is about six miles from the Illinois State University campus.


Activities:

Attendees will participate in group activities on Monday and Wednesday evenings. Tuesday evening will see the group attend a Normal Cornbelters baseball game. Thursday evening will be dinner on your own, however, group dining options led by Summer Institute faculty will be available.


Questions:

Email one of the MASFAA Professional Development Co-Chairs:
Alex DeLonis - adelonis@ivytech.edu
Emily Haynam - haynam.10@osu.edu






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