> **U.S. Department of Education**
>
> **Joint ED/Guaranty Agency**

### Eastern & Northern Regions

# Default Prevention Information Sharing Conference

## [AGENDA]{.underline}

**[TUESDAY -- OCTOBER 21, 2003]{.underline}**

**8:30 -- 9:00** Registration & Continental Breakfast

> **Sponsored by American Education Services (AES)**

**9:00 -- 9:30** **[Welcome Remarks]{.underline}**

> Paul Combe, President & CEO
>
> American Student Assistance
>
> Ann Maria Fusco, Director, Eastern Region, Financial Partners
>
> Roberta Russo, Director, Northern Region, Financial Partners

**[Introduction & Recap of 2002 Conference]{.underline}**

> Gene Greene, Senior Program Review Officer
>
> Financial Partners

**[Meeting Overview]{.underline}**

F. Duane Quinn, Director of Training and Development

American Student Assistance

**9:30 -- 10:15 [Financial Aid Early Awareness]{.underline}**

Dara Duguay, Director, Jump Start Coalition

> Author: "Please Send Money" and "Don't Spend Your Raise"

**10:15 -- 10:30** Break

**Sponsored by AES**

**10:30 -- 11:15 [Outreach and Continued Care for At Risk
Populations]{.underline}**

> Ann Coles, Senior Vice President, College Access Services,
>
> The Education Resources Institute

**11:15 -- 12:00 [Portfolio Risk Management]{.underline}**

Sybil Phillips, Director, Portfolio Management, FSA

> U.S. Department of Education

**12:00 -- 12:30 [Communications: Providing Access to the
Information]{.underline}**

> Hazel Mingo, Office of Student Aid Awareness, FSA
>
> U.S. Department of Education

**12:30 -- 1:45** Lunch

**Sponsored by Great Lakes Higher Education Guaranty**

**Corporation**

**1:45 -- 2:45 [School Panel: Debt Management Tools and
Needs]{.underline}**

> **[for the Future]{.underline}**

Betsy Groves, Associate Director, UMass. Medical

> Michelle Tufau, Associate Director, Student Financing,
>
> Wellesley College
>
> Rachele Jackman, Director Financial Aid
>
> Lincoln Technical College

Moderator: Paul Garrard, Vice President, NCHELP

**2:45 -- 3:45 [Breakout Brainstorming Sessions]{.underline}**

**Topic One:** Outreach Dealing with At Risk Populations

Facilitator: Kevin Tharp, Manager, Default Prevention

and Collections, USA Funds

**Topic Two:** Providing Debt Management Services to Schools

Facilitator: Paul Garrard

**3:45 -- 4:00** Break

**4:00 -- 5:00 [Breakout Sessions Recap & Discussion ]{.underline}**

Facilitator: Gene Greene

**5:30 -- 7:00** Reception

**Sponsored by American Student Assistance (ASA)**

**7:00** Dinner on your own

## [WEDNESDAY -- OCTOBER 22, 2003]{.underline}

**7:30 - 8:30** Continental Breakfast

**Sponsored by Rhode Island Higher Education**

**Assistance Authority (RIHEAA)**

**8:30 - 9:30** **[Assessing Student Behavior: Tricks and
Traps]{.underline}**

Chuck Seifert, Professor, Siena College

**9:30 -- 10:30** **[Servicing "Innovative Practices"
Panel]{.underline}**

> Mark Walsh, Lead -- School Relations Branch
>
> U.S. Department of Education
>
> Kathleen Gibbons, Program Manager, Debt Management
>
> Nellie Mae
>
> Steve LeGore, Assistant Vice President, AES
>
> Moderator: Deena Engle, Assistant Vice President,
>
> Default Prevention, AES

**10:30 -- 10:45** Break (RIHEAA)

**10:45- 11:45 [Guarantor "Innovative Practices"]{.underline}**

> George Covino, National Director, USA Funds
>
> Amy Kerwin, Chief Guaranty Support Officer, Great Lakes
>
> Pat Kaiser, Vice President Sstudent Services, VSAC
>
> Moderator: Shelley Saunders, Vice President of Strategic
>
> Services, ASA

**11:45- 1:00** Lunch

**Sponsored by USA Funds**

**1:00- 2:00 [Ombudsman & Related Issues]{.underline}**

Grace Bartini, Ombudsman**,** ASA

Debra Wiley, Ombudsman, U.S. Department of Education

**2:00 -- 2:45** [**Department Update**]{.underline}

Ann Maria Fusco, Director, Eastern Region, Financial Partners

**2:45 -- 3:00** **Closing Remarks**