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-- Registrations Closed --

June 13-17, 2016
Illinois State University

MASFAA is committed to helping both members and nonmembers develop professionally. There is a storied history of providing two tremendous 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.

What is MASFAA's Summer Institute (SI)?

Summer Institute is a great step to BUILDING the FOUNDATION of financial aid knowledge. Financial aid administrators must be equipped with the tools in their toolbox to help them navigate a work environment laden with ever-changing regulations. Summer Institute will help participants learn the basic financial aid concepts and they will come away with a solid foundation of information they need to go back to their home 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 three months after Summer Institute to complete any of the 11 NASFAA credential tests. The classroom learning, combined with the materials they receive, will truly help cement their foundation of financial aid knowledge, and

  3. Participate in two cross-over sessions with the Leadership Symposium to learn more about MASFAA and building their professional network.

Summer Institute is a fantastic savings to earn NASFAA credentials, build your financial aid foundation while also building a network of financial aid professionals. The financial aid topics we will cover are outlined in the schedule and curriculum below.

What is the Leadership Symposium (LS)?

The Leadership Symposium is a great step to BUILDING the FOUNDATION of leadership skills and preparing leaders or aspiring leaders for greater responsibilities in the financial aid profession. Sessions will push financial aid administrators to learn more about themselves, how they communicate, their strengths, how to build a team and how to get involved and become a leader in their state as well as MASFAA. Participants will be mentored by a veteran group of energetic faculty for a full week and beyond.

Schedule of Events and Curriculum for SI and LS:
June 13-17, 2016 • Illinois State University

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


Summer Institute: Leadership Symposium:
  • Overview of Student Aid Programs
  • Application Process
  • Student Eligibility
  • Cost of Attendance
  • Building the Leadership Foundation
  • Everyday Leadership Skills
  • Key Principles of Time Management
Group Baseball Night (Dinner provided at game)


Summer Institute: Leadership Symposium:
  • Federal Methodology
  • Verification
  • Cross-Over Session with Leadership Symposium: Diversity - Why it is important
  • Federal Direct Loans
  • Emotional Intelligence
  • How to Have Crucial Conversations
  • Cross-Over Session with Summer Institute: Diversity - Why it is important
  • Building a High Performance Team
Group Dinners on Town (Attendees Self-Pay)


Summer Institute: Leadership Symposium:
  • Campus-Based Programs
  • Packaging
  • R2T4
  • SAP
  • Becoming an Influential Leader
  • Managing Change
  • Self-Awareness as a Leader
  • Ethics and Making Ethical Decisions
Group Dinner (Dinner Provided) & Activities


Summer Institute: Leadership Symposium:
  • Professional Judgement
  • Cross-Over Session with Leadership Symposium: MASFAA Leadership Panel - Get Involved, the How and the Why
  • Leadership in the Financial Aid Profession
  • Cross-Over Session with Summer Institute: MASFAA Leadership Panel - Get Involved, the How and the Why
Noon - Sessions are concluded and attendees will receive a box lunch to go

Meet the Faculty:

Summer Institute:

Name: Institution: Title:
Rogers, Laura Illinois State University Senior Financial Aid Specialist
Walton, Lindsay University of Mount Union Assistant Director of Student Financial Services
DeLonis, Alex Ivy Tech State College Senior Assistant Director
Miller, Christy University of Notre Dame Associate Director, Financial Aid Operations
Peterson, David Indiana University-Purdue University Fort Wayne (IPFW) Director, Financial Aid
Walker-Smith, Ericka Baldwin Wallace Assistant Director of Financial Aid
Gebler, Ryan Lawrence University Associate Director of Financial Aid
Boling, Gena University of Missouri Associate Director
Meyers, Val Michigan State University Associate Director

Leadership Symposium:

Name: Institution: Title:
Paula Luff DePaul Associate Vice President
Heidi Carl Wabash Associate Dean for Enrollment-Director of Financial Aid
Stephen Foster University of Michigan Assistant Director for Outreach
Jennifer Schroeder Iowa State University Program Coordinator

What to Bring:

Summer Institute attendees will be provided with an electronic copy of the NASFAA Boot Camp 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.

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.

What to Wear:

Attendees should dress casually for comfort during training and may wish to dress in layers as the rooms may be chilly. Tuesday evening's activity will be an outdoor event, so attendees should plan accordingly.

  • Tuesday is night at the ballpark, so feel free to wear your favorite baseball or sporting team's attire during the day!
  • Wednesday is school spirit day, so please wear your school attire!
  • Comfortable walking shoes.

Housing and Meals:

Attendees will be housed in the Illinois State University residence hall system. Towel, wash cloth, and basic bed linens (i.e., pillows, sheets, and blankets) will be provided. Participants may bring additional pillows and or blankets if desired. Other items you will need to bring are your own toiletries, shampoo, soap, toothpaste, etc.

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 Wednesday 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 13 may not stay in the Illinois State University residence halls. You may wish to stay in one of the following downtown Normal hotels at your own cost.

Marriott Hotel
201 Broadway Ave
Normal, IL 61761
Phone: 309-862-9000
Hotel Website

Hyatt Place Hotel
200 Broadway Ave.
Normal, IL 61761
Phone: 309-454-9288
Hotel Website

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.


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

If you have questions, please contact Chad Olson at or 515-294-8825 or Emily Haynam-Janero at or 614-292-0702.

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