9:00 AM – 9:15 AM
Presenter
Alex Mashon
9:15 AM – 10:15 AM
Student Eligibility, Cost of Attendance (COA), & Packaging
This session provides an introduction to the foundational
concepts of student eligibility, Cost of Attendance (COA),
and financial aid packaging. Participants will explore the
policies and procedures that guide each step of the awarding
process, learn how these components work together to determine
a student's financial aid offer, and gain a better understanding
of maintaining compliance with federal regulations and
institutional policies. Through practical examples, attendees
will build a strong foundation for making accurate and compliant
awarding decisions.
Presenter
Brad Meyers
10:15 AM – 11:00 AM
Counseling for Impact: Meeting Students Where They Are in Financial Aid
This session focuses on the real-world counseling skills needed
to support students with varying levels of financial knowledge,
life responsibilities, and comfort navigating the financial aid
process. Participants will explore how to communicate complex
information clearly, recognize unspoken financial pressures,
build trust, and respond effectively during emotional or
high-stress situations.
Presenter
Ally Christian
11:45 AM – 1:00 PM
Satisfactory Academic Progress (SAP), Professional Judgment,
& Dependency Overrides
Designed for new financial aid professionals, this session
provides an overview of the core principles of Satisfactory
Academic Progress, Professional Judgment, and Dependency
Overrides. Participants will review common policies and
regulations and work through interactive scenarios.
Presenters
Katie Stewart and Alex Mashon
1:00 PM – 1:45 PM
Beyond the Financial Aid Office
An overview of external resources financial aid professionals
can use when assisting students who need additional support
beyond traditional financial aid, including WIOA, Louisiana
Rehabilitation Services, SNAP Employment & Training, and
other community-based programs.
Presenter
Daniel Loving
2:00 PM – 2:45 PM
Financial Aid Career Trajectories: Leadership Panel
This leadership panel will feature professionals with diverse
career journeys who will share their career paths, lessons
learned, and advice for building a successful and fulfilling
career in higher education.
Panelists
Brad Meyers
Nick Shewell
Taishieka Davis
Trey Clark
2:45 PM – 3:30 PM
Core Tools for Financial Aid Professionals
A practical guide to locating and using essential financial
aid resources, including the FSA Handbook, NASFAA Toolkit,
LOSFA Q&As, VA education benefit regulations, and other
frequently referenced materials.
Presenter
Trey Clark
3:30 PM – 4:00 PM
Alex Mashon