Breakouts and Workshops - Tuesday
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5.1 - Financial Aid 101 - The Pulse of the Aid Cycle
Tuesday, 10.11.16 - 9:45am-11am
Sponsored by Coca-Cola Scholars Foundation
Description: Financial Aid is a system of acronyms and digits that can be confusing at best, and confounding at worst. Join us for a conversation on the reality of what financial aid is, can, and can't do for our students.

Takeaways:  Participants will gain a basic understanding of financial aid principles, policies, and guidelines.

Track: Scholarship Program Basics

Format: Breakout Session - Lecture - presentation is lead primarily by the presenter with some audience participation.

Presenter(s):  
Sharon Harper, The Denver Foundation

5.2 - More than Just the Money: How Coaching Can Increase Graduation Rates for Low-Income Students
Tuesday, 10.11.16 - 9:45am-11am
Sponsored by Coca-Cola Scholars Foundation
Description: With the rising costs of college tuition and low rates of graduation, students are leaving school in debt and with little job preparedness. Although much of the emphasis is on college access and affordability, there is a need to support low-income students all the way through to graduation. This session will share an overview of the Making Waves College and Alumni Program (CAP) and describe a scholarship disbursal framework that includes a combination of academic, career, and financial literacy coaching. This framework was designed to increase college retention and graduation rates so students receive not only the monetary support they need, but the additional guidance to tackle the obstacles that can get in the way of graduation.

Takeaways:  Participants will learn how coaching can push low-income college students to achieve their goals while addressing obstacles related to retention and college graduation. Presenters will provide a detailed overview of the programming that drives the Making Waves College and Alumni Program.

Track: Scholarship Program Basics

Format: Breakout Session - Lecture - presentation is lead primarily by the presenter with some audience participation.

Presenter(s):
Ivette Chavez, Making Waves Foundation
May Melehan, Making Waves Foundation

5.4 - Two Providers Efforts to Stop Scholarship Award Displacement
Tuesday, 10.11.16 - 9:45am-11am

Description: Central Scholarship, a 92-year old statewide nonprofit in Maryland, awarding $1 million annually in scholarships and interest-free loans to low-income students, will share the story of a Maryland state bill that would restrict the practice of award displacement at state institutions. The Jack Kent Cooke Foundation, a private foundation dedicated to advancing the education of exceptionally promising students who have financial need, will share their process for providing last-dollar scholarships that mitigate award displacement.

Takeaways:  The presenters will tell the story of the Maryland state bill and provide tips and lessons learned for those who are interested in getting into advocacy. Attendees will learn about proven processes that mitigate award displacement.

Track: Scholarship Program Enhancements and Advanced Topics

Format: Breakout Session - Lecture - presentation is lead primarily by the presenter with some audience participation.

Presenter(s):
Michele Waxman Johnson, Central Scholarship
Barbara Weber, Jack Kent Cooke Foundation

5.5 - Trends and the Changing Landscape in Higher Education
Tuesday, 10.11.16 - 9:45am-11am

Description: This session will present data concerning major trends and changes affecting scholarships and higher education, including changes in state support of postsecondary education, changes in high school GPA, student loan debt, graduation rates and college affordability. Generally, the trends are all getting worse. The data underscores the need for scholarships to reduce the student debt burden, especially among low-income students.

Takeaways: The participants will 1. have data they can use to justify creating and expanding scholarship programs for low-income students and 2. question the wisdom of providing low-income students with loans, as opposed to grants and scholarships, to enable access to a college education. 

Track: Scholarship Program Enhancements and Advanced Topics

Format: Breakout Session - Lecture - presentation is lead primarily by the presenter with some audience participation.

Presenter(s):
Mark Kantrowitz, Cappex.com LLC

5.6 - Combining Scholarships and Service Programs for Student Recruitment and Retention
Tuesday, 10.11.16 - 9:45am-11am

Description: NIU was the recipient of the 2015 SPOY award for unique recruitment and retention initiatives. This session will focus on the specific service scholars program that received this honor, as well as discuss other service and research scholarship programs that NIU uses as recruitment and retention tools.

Takeaways:  Takeaways will include idea generation for creating or adapting your own service or research scholarship programs.

Track: Scholarship Programs at Colleges and Universities

Format: Breakout Session - Lecture - presentation is lead primarily by the presenter with some audience participation.

Presenter(s):
Anne Hardy, Northern Illinois University

5.7 - Advanced Microsoft Outlook Functionality with Email and Calendar
Tuesday, 10.11.16 - 9:45am-11am

Description:This training assumes participants are current users of Outlook and understand the basic functionality. The training will focus on taking the next step with Outlook with email and calendar capabilities. Participants will learn how to search, craft, and manage email more efficiently using Outlook tools. Participants will gain a better understanding of how to customize Outlook for their preferences in particular with viewing and searching.  If participants have laptops, feel free to bring them to this session to follow along, although not required.

Takeaways:  Participants will 1. understand the view options and how to customize views in Email and Calendar, 2. learn how to create email templates and Quickparts to use the same language with other recipients, 3. understand the use and function of Outlook Quicksteps, 4. understand how to use the Search Folders to find emails quickly, 5. understand Advanced Search tools, understand sharing calendars and emails and permissions functionality, 6. learn how to create Groups for sending emails to multiple people and groups, and 7. review the various options and preferences available in Outlook.

Track: Professional Development

Format: Breakout Session - Lecture - presentation is lead primarily by the presenter with some audience participation.

Presenter(s):
K.J. McCorry, Officiency, Inc.

5.8 - Community Foundations: Donor Advised Funds 101
Tuesday, 10.11.16 - 9:45am-11am
Sponsored by Coca-Cola Scholars Foundation
Description: This session will provide a broad overview of the history and functions of donor advised funds, including the specific limitations related to scholarship support from donor advised funds administered by community foundations.

Takeaways:  Session attendees will learn about: 1. The history of donor advised funds, including details about the Pension Protection Act of 2006 and how it relates to donor advised funds, and the current state of the law; 2. The benefits of donor advised funds; 3. The fundamentals for establishing and administering donor advised funds; and 4. The rules and limitations related to scholarship support from donor advised funds.

Track: Scholarship Program Basics

Format: Panel - presentation is lead primarily by a group of presenters with some audience participation.

Presenter(s):
Rachael Cassiday WatkinsTruman Heartland Community Foundation
Megan Van EmonGreater Kansas City Community Foundation

6.1 - Implementing Early FAFSA and Looking Towards Further Simplification
Tuesday, 10.11.16 - 1:15pm-2:30pm
Sponsored by Coca-Cola Scholars Foundation
Description: Join representatives from community-based organizations, financial aid directors, and admissions counselors for updates on Early FAFSA as it rolls out this month as well as a discussion about new possibilities to further simplify the FAFSA.

Takeaways:  Participants will 1. gain knowledge of changes to FAFSA, 2. learn about interaction with aid administrators and admission counselors, and 3. become empowered advocates for FAFSA simplification.

Track: Scholarship Program Basics

Format: Breakout Session - Panel - presentation is lead primarily by a group of presenters with some audience participation.

Presenter(s):
Kim Cook, National College Access Network
Tania Johnson-Rachkoskie, National Association for College Admission Counseling
Stephen Payne, National Association of Student Financial Aid Administrators

6.2 - #InequityPutsUsInJeopardy
Tuesday, 10.11.16 - 1:15pm-2:30pm
Sponsored by Coca-Cola Scholars Foundation
Description: As follow-up to the General Session Show Me Democracy, filmmaker Dan Parris and two interns, who led an effort to reveal the inequities in their state’s merit-based scholarship program, will present a case study of the evolution of a student-led advocacy agenda. Inspired by a disrespectful legislator disregarding their testimony, interns accessed data that had not previously been published. Their findings hit headlines statewide; reports revealed that rural students, students of color, and students graduating from challenged school districts were dramatically disadvantaged by the scholarship program’s structure. Participants will view film clips, work products, and media hits to facilitate discussion.

Takeaways:  Participants will gain 1. Increased knowledge of the relationships between advocacy and scholarship administration (why providers need to engage at the institutional, state, and federal levels to make their dollars effective), 2. Opportunity to explore benefits and risks of student-led engagement in the legislative process, 3. Access to sample documents, clippings, and footage of actual advocacy engagement, and 4. Motivation to do more than one’s limited budget will allow in isolation.

Track: Scholarship Program Basics

Format: Panel - presentation is lead primarily by a group of presenters with some audience participation.

Presenter(s):
Karissa Anderson, The Scholarship Foundation of St. Louis
Karina Arango, Ritenour School District
Robert Elam, The Scholarship Foundation of St. Louis
Amber Overton, East St. Louis Public Schools
Dan Parris, Speak Up Productions
Faith Sandler, The Scholarship Foundation of St. Louis

6.3 - Opportunities for Change for Community Foundations
Tuesday, 10.11.16 - 1:15pm-2:30pm

Description: Are your community foundation scholarships inspired or tired? In this session participants will be led through a series of questions to challenge existing scholarship program design with an eye towards improvement and incorporation of best practices.  Part presentation, part group discussion, learn from your peers and leave with specific steps to re-examine your community foundation scholarship practices.

Takeaways:  Participants will 1. participate in a critical exploration of program design, 2. learn about best practices from peers, 3. identify steps to re-examine your scholarship practices.

Track: Scholarship Program Enhancements and Advanced Topics

Format: Breakout Session - Lecture and small groups

Presenter(s):
Kim Stezala, Stezala Consulting, LLC

6.4 - The Heart of It: Allowing Donor Participation in the Scholarship Process
Tuesday, 10.11.16 - 1:15pm-2:30pm

Description: Scholarship providers often work with donors who desire a connection with the recipients of scholarships they fund, and want to be part of the selection process. This is not as simple as it used to be—ten years ago, Congress significantly curtailed, and in some cases prohibited, this practice. Yet we still await guidance from the IRS, clarifying which scholarship funds are affected and how to comply. This session, devoted to scholarship providers that are 501(c)(3) public charities and permit donor participation in the selection process, will examine the fundamentals of the current law; how the law applies to the many variations of donor-advised scholarship funds; and the perils of noncompliance.

Takeaways:  Participants will leave with a 1. Clearer understanding of the IRS limits of donor participation in the selection process by public charity scholarship providers, 2. Perspective on how those limits apply to their programs; and 3. Reminder of the risks of noncompliance with those limits and potential opportunities for structuring around them.

Track: Scholarship Program Enhancements and Advanced Topics

Format: Breakout Session - Lecture - presentation is lead primarily by the presenter with some audience participation.

Presenter(s):
Karen Leaffer, Leaffer Law Group

6.5 - Connecting Students to Financial Resources through Scholarship Central
Tuesday, 10.11.16 - 1:15pm-2:30pm

Description: Connecting to private financial resources can be a complex process that favors students who know how to navigate the system. Through Scholarship Central, St. Louis has created a free community resource to level the field so that low-income students have access to financial resources. An online system using a common application, Scholarship Central connects students to more than 70 local and regional scholarship and interest-free loans programs. Over four years, $15 million has been awarded through Scholarship Central. This session will provide an overview of the creation of Scholarship Central and tips for other communities considering a similar resource.

Takeaways:  Participants will 1. learn about how various organizations collaborate to provide this student-focused service, 2. see a live demonstration of the system, and 3. hear about lessons learned over the past five years.

Track: Scholarship Program Enhancements and Advanced Topics

Format: Breakout Session - Lecture - presentation is lead primarily by the presenter with some audience participation.

Presenter(s):
Amy Basore Murphy, St. Louis Community Foundation
Tameka Herrion, St. Louis Graduates

6.6 - Four Year College Completion: The Good, The Bad, and The Ugly
Tuesday, 10.11.16 - 1:15pm-2:30pm

Description: “Finish in Four” has increasingly become a guiding principle for institutions of higher education around the country. With new federal guidelines for financial aid, an emphasis on retention and graduation, and a concerted effort by institutions to provide clear and measured steps toward degree completion, timely education has moved to the center of the higher education mission. While the ultimate prize of the higher education process may indeed be a four-year college degree, what are the ramifications of focusing on this end rather than the means?
 
This session will examine the focused attention on timely degree completion, considering both the important financial impetus for it and the unforeseen negative consequences it might bear. This session will utilize discussion and case studies to consider ways that institutions and providers can best support students in both completion of their degrees and holistic readiness for their next steps in life.

Takeaways:  Participants will learn current issues and initiatives for students associated with college completion and timely graduation.

Track: Scholarship Programs at Colleges and Universities

Format: Lecture - presentation is lead primarily by the presenter with some audience participation.

Presenter(s):
Sarah DixonThe University of Southern Mississippi
Amy MillerThe University of Southern Mississippi
Larry SparkmanThe University of Southern Mississippi

6.7 - Key Non-discrimination Principles and Actionable Strategies for Institutions of Higher Education and Private Scholarship Providers
Tuesday, 10.11.16 - 1:15pm-5:15pm (30 minutes break)
Sponsored by Coca-Cola Scholars Foundation
Description: The use of scholarships and financial aid in higher education is a dynamic field, with federal, state, and national conversations increasingly focused on the cost of college and students’ ability to pay. Most colleges and universities use scholarships to reinforce their unique mission and goals, including those related to access, diversity, and inclusion. But, when awards are made with some consideration of certain factors (e.g., race, ethnicity, gender, or sexual orientation), different federal laws can be triggered. It is essential, therefore, that institutions and scholarship providers understand these requirements so that scholarships can be awarded in an effective, legally sustainable way that achieves institutional goals.

Very few recent court and federal agency decisions have focused specifically on scholarships. The entire universe of U.S. Supreme Court case law involving challenges to race-conscious enrollment practices – and virtually all lower federal court decisions – focus instead on the admission process. As a result, some may be unaware that general rules applicable to admission extend to financial aid and scholarship decisions as well.

This engagement is intended to inform institutions and scholarship providers on the federal legal and policy framework and provide recommended strategies for meeting legal obligations and broader institutional goals.

Takeaways:  Attendees will receive a copy of the accompanying manual, A Federal Legal and Policy Primer on Scholarships Key Non-discrimination Principles and Actionable Strategies for Institutions of Higher Education and Private Scholarship Providers, developed by Art Coleman and Terri Taylor of EducationCounsel and supported by the NSPA and The College Board.

Track: Scholarship Program Basics

Format: Workshop - Lecture - presentation is lead primarily by the presenter with some audience participation.

Presenter(s):
Art Coleman, EducationCounsel
Terri Taylor, EducationCounsel

7.1 - Becoming an Effective Meeting Facilitator
Tuesday, 10.11.16 - 3pm-5pm

Description: It isn’t easy getting a group engaged, motivated, and to consensus in order to take the necessary action that will support an organization’s efforts. With the right fundamentals, process and practice, facilitation skills can be developed for any professional or consultant. In this workshop, you will learn the basics of facilitation in order to assist organizations, teams and communities to agree on decisions, projects and initiatives. Participants will gain information on how to structure meetings in order to create engagement and build consensus. Strategies will be discussed to help prepare agendas, determine activities and exercises, and managing difficult situations.

Takeaways:  Participants will 1. learn 5 key preparation steps for planning for facilitation, 2. gain tips in developing agendas, 3. learn basic methodologies and facilitation formats to engage groups and build consensus, 4. learn tips, strategies and activities to get create participant engagement, 5. understand best practices of managing group conversations, and 6. gain strategies in how to manage disruptions and difficult situations.

Track: Professional Development

Format: Workshop - Lecture - presentation is lead primarily by the presenter with some audience participation.

Presenter(s):
K.J. McCorry, Officiency, Inc.

7.2 - Add On With Add-Ins: Data Management and Analysis for Scholarship Providers
Tuesday, 10.11.16 - 3pm-5pm

Description: Data management is a critical element in scholarship programs having the ability to demonstrate their results and tell their story. Excel Add-Ins are easy solutions that greatly facilitate data management efficiency. Add-Ins automate frequently used tasks. Instead of having to write macros, the add-ins are VBA files that contain coding that increases Excel functionality. The workshop will workshop will review how to install Add-Ins and explore three product solutions. These include AbleBits, ASAP Utilities, and Add-Ins.com. Attendees will learn many program capabilities such as how to easily merge Excel worksheets, quickly format data, and do basic statistical analysis. This presentation introduces products that will be of great use to scholarship program researchers.

Takeaways:  Participants will learn of software programs that will facilitate their ability to efficiently manage their data on their scholarship programs.

Track: Professional Development

Format: Workshop - Lecture - presentation is lead primarily by the presenter with some audience participation.

Presenter(s):
Barry Nagle, UNCF

7.3 - Achieving Impact Beyond the Scholarship
Tuesday, 10.11.16 - 3pm-5pm

Description: Join us to learn how to leverage your scholarship dollars to increase impact in your priority areas through activities such as targeting specific populations, piloting new programs, and leveraging existing institutional resources. Panelists from two community colleges and a funder will provide several examples that can be adapted to your needs. Our experience includes leveraging scholarships to: 1. increase participation in a new retention program for men of color, 2. pilot a program to require financial coaching of scholarship recipients, 3. increase available retention resources offered by a state prison, and 4. pilot monthly disbursement model for distributing scholarships.

Takeaways:  Participants will 1. learn scholarship design example/template for providers to use to allow piloting of initiatives, 2. learn IHE examples of pilot programs/leveraging to increase institutional goals, and 3. learn top considerations for IHEs in choosing populations/pilot programs to target with scholarship funds.

Track: Scholarship Program Enhancements and Advanced Topics

Format: Workshop - Panel - presentation is lead primarily by a group of presenters with some audience participation., Small Groups - audience participation focusing on a central theme or topic. Presenter plays a role of a facilitator.

Presenter(s):
Jenny Achilles, TG
William G. McMullenTarrant County College, Trinity River Campus
Victoria Thomas, Houston Community College

7.4 - Maximizing Postsecondary Success Through Strategic Partnerships
Tuesday, 10.11.16 - 3pm-5pm

Description: Scholarship providers and other community-based organizations often consider community partnerships to increase student and organizational outcomes. However, identifying partnerships that will be the most impactful can be challenging and managing partnerships requires staff time and resources that could be allocated towards direct student services. This workshop will present a model used by Meritus College Fund to engage and evaluate new and existing partnerships, as we seek to grow organizational capacity, minimize duplication of efforts, and increase student services and outcomes. Workshop participants will receive hands-on training on how to apply the matrix and other tools to their setting, work in small groups to establish best strategies, and develop an active list of prospective partnerships that can help advance their respective organization’s mission, student outcomes, and community impact.

Takeaways:  Participants will 1. practice using an evaluation tool for identifying partnerships that complement their organizations’ missions and 2. strengthen how to approach and prioritize partnerships based on student and organizational needs collectively and holistically.

Track: Scholarship Program Enhancements and Advanced Topics

Format: Workshop - Small Groups - audience participation focusing on a central theme or topic. Presenter plays a role of a facilitator.

Presenter(s):
Grace Fowler, Meritus College Fund
Nicolas Rosa, Meritus College Fund
Diana Wolf, Meritus College Fund

7.5 - How to Develop and Implement Effective Communications Plans for Any Scholarship Program
Tuesday, 10.11.16 - 3pm-5pm

Description: Do your current communications efforts help accomplish your goals? Or do they fall short? Do you even have a communications plan in place? If you lack a strategic communications plan, don’t worry. You’re not alone. According to a survey by NonProfitMarketingGuide.com, 70 percent of nonprofits describe their strategic communications plan in one way or another as non-existent.

No matter the size of your organization, it’s critical for scholarship programs to develop and implement a strategic, efficient communications plan. Workshop participants will learn how to implement a simple, proven methodology to ensure your communications efforts build your brand—your reputation—and share your message with the right audience at the right time without wasting time or money.

Takeaways:  Participants will learn to: 1. objectively evaluate your starting point, 2. define your desired outcomes, relevant stakeholders and target audiences, 3. make the most of your marketing and communication budget—no matter the size, 4. identify your strengths and weaknesses —then learn to leverage them, and 5. develop your own marketing and communications plan.

Track: Scholarship Program Enhancements and Advanced Topics

Format: Workshop - Lecture - presentation is lead primarily by the presenter with some audience participation.

Presenter(s):
Angie Austin Gaskill, Relativity Consulting Group

7.6 - Research Before Classes: A Different Type of Scholarship
Tuesday, 10.11.16 - 3pm-5pm

Description: This presentation focuses on the Sycamore Undergraduate Research Fellowship (SURF) scholarship. In 2013, Indiana State University created the SURF scholarship to recruit high achieving students who are focused on exploring subject areas through hands-on research. SURF’ers are exposed to research their freshman year and gain experiences often reserved for graduate students. Since its inception, the scholarship has grown in breadth and popularity among faculty and students, alike. Several SURF’ers have even gone on to present research findings at national conferences.

Takeaways:  Colleges/Universities will come away with the idea and structure for a research-based scholarship model for new undergraduates. Foundations will come away with an innovative proposal for prospective donors.

Track: Scholarship Program Enhancements and Advanced Topics

Format: Workshop - Lecture - presentation is lead primarily by the presenter with some audience participation.

Presenter(s):
Kelly Pierce, Indiana State University
Sarah Wurtz, Indiana State University

Thank you to the following organizations for their generous support!

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