NCASFAA Spring 2012
Conference
April 17, 2012
Wrightsville Beach, NC
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Approximately 20,000 students, of which
18,000 are undergraduates
Primarily 18-21 year olds who graduate high
school and enroll full-time in college
Male = 40% & Females = 60%
In-state = 73% & Out-of-state = 27%
Minority students = 13%
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Mission Statement:
We will ASSIST with identifying and
obtaining resources to finance higher
education; DELIVER funds in a timely and
equitable manner; and EDUCATE, so that
informed financial decisions can be made.
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Dollars and Sense (will discuss more later)
Faculty/Staff workshop series
Workshops through various student organizations
Workshops for parent groups
Parent/Family Magazine articles
Financial Literacy section of website (www.jmu.edu/finaid),
includes items such as:
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CashCourse (NEFE)
PowerPoints
Budget case studies
Many others and more to come
Developing ecampus enhancements to assist with loan
debt/repayment education
Approximately 700 people attend our workshops
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Where we pitched it:
◦ Student Focus Group
 Very supportive
◦ General Education
 Cluster Fit & Multiple Sections
◦ College of Education
 Referred
◦ College of Business
 Credentialing/ownership
◦ College Student Personal Administration (CSPA) Program
 Structured Program…delete a course to make room for this
◦ Orientation
 Time issues…full schedule (led to another program)
◦ President’s Office
◦ Outreach and Engagement (SUCCESS!)
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Adult Degree Program (ADP)
Bachelor’s of Individualized Study designation
course (IS 275)
3 credit hours
Open to any student as an elective
Monday, 2:30pm – 5:00pm
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Registration fills up after the first day
Mostly graduating seniors
Override requests are plentiful
Holding class size at 25, but could easily run
multiple sections
Students consistently request adding this
course to the GenEd curriculum
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Foundations in Personal Finance College Edition (The
Lampo Group)
Supplemental materials gathered from:
◦ Self created
◦ Bankrate.com
◦ Family Economics & Financial Education (The University of
Arizona) at http://fefe.arizona.edu/
◦ Security and Exchange Commission Office of Investor
Education and Advocacy at www.investor.gov
◦ The Ten Commandments of Financial Happiness (Jean Chatzky)
◦ Beyond Paycheck to Paycheck (Michael Rubin)
◦ Extra Credit – The 7 Things Every College Student Needs to
Know about Credit, Debit & Cash (Bill Pratt)
◦ The Millionaire Next Door (Stanley and Danko)
◦ Personal Finance, Eight Edition, 2006 (Garman and Forgue)
◦ Various other resources
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Students
 Watch video on Blackboard and complete
workbook assignment before class
 Submit weekly journal article
 Read the assigned chapter
 Complete weekly Chapter Test (take home)
 Participate in activities and discussions in
class, based on instructor created PowerPoint
and other resources
 Financial Plan is due the last class
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This is where you really learn what is on the
mind of the student
You will see a progression of them identifying
their issues and problem solving resolutions
You will witness their failures and successes
They will validate what you do in the
classroom
They will give you ideas of what to bring into
future classes
Let’s look at a sample
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Let’s
Review
It!
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In 2011-12 we began putting a student’s loan debt on the
award notice
In 2012-13 we are working towards including the estimated
monthly repayment amount
Financial Education Committee (Mission and S.W.O.T.)
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Parent Relations
Orientation
College of Business
Health Center
University Business Office
Career and Academic Planning
Fraternity and Sorority Life
Student Government Association
Financial Aid
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Brad Barnett, MS, AFC, CPFM
SASFAA President
James Madison University
Senior Associate Director of Financial Aid
E-mail: barnetbd@jmu.edu
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