Management & Leadership Institute



Thunderbird – The Garvin School of International Management
Glendale, Arizona
November 6 – 9, 2004

For information contact Co-Chairs:
         Mike Johnson, NELA
         2804 Heather Way
         Forest Grove, OR 97116
         Phone: 503-260-4144
         Fax: 503-357-2311

         Catherine King-Todd, Thunderbird - The Garvin School
         15249 N. 59th Avenue
         Glendale, AZ 85306-6000
         Phone: 602-978-7888
         Fax: 602-439-5432
Schedule (revised):
Saturday, November 6
 
 3:00 PM – 5:00 PM Participant arrival and check-in
 5:00 PM – 6:30 PM Dinner and Welcome
 6:30 PM – 8:00 PM Keynote session: “Managing and Leading in a Time of Change” (Dave Gelinas, University of the South)
 8:00 PM – ???? Ice breaker activity/social time
Sunday, November 7
 
 8:00 AM – 8:45 AM Continental breakfast
 9:00 AM – 10:30 AM Session 1 – Institutional models for financial aid administration
 10:30 AM – 10:45 AM Break
 10:45 AM – 12:15 PM Session 2 – Defining, communicating with, and meeting the needs of customers, consumers, partners, and colleagues
 12:15 PM – 1:15 PM Working lunch – small group discussions of financial aid management systems on participants’ campuses
 1:30 PM – 3:00 PM Session 3 – Office operations, policies and procedures, and fiscal management
3:00 PM – 3:15 PMBreak
3:15 PM – 4:45 PMSession 4 – Goal setting, long-term and strategic planning
4:45 PM – 5:00 PMSummary discussion
5:30 PM – 6:30 PMDinner
6:45 PM – ???Session 5a - Ethical issues in financial aid administration
Session 5b - Technological issues in financial aid administration
Session 5c - Best practices in financial aid administration
Monday, November 8
 
 8:00 AM – 8:45 AM Continental breakfast
 9:00 AM – 10:30 AM Session 6 – Advanced eligibility and awarding issues
 10:30 AM – 10:45 AM Break
 10:45 AM – 12:15 PM Session 7 – Reporting to and monitoring by outside agencies
 12:15 PM – 1:15 PM Lunch
 1:30 PM – 3:00 PM Session 8 – Participants’ choice topic(s)
3:00 PM – 3:15 PMBreak
3:15 PM – 5:00 PMSession 9 – Q&A/roundtable discussion
5:30 PM – ???Cookout and social time
Tuesday, November 9
 
 7:30 AM – 8:15 AM Buffet breakfast
 8:15 AM – 9:00 AM Participant recognitions
 9:00 AM – 11:00 AM Session 10 – Management and leadership examples: an interactive exercise
 11:00 AM – 11:15 AM Break
 11:15 AM – 12:00 PM Session 11 – Professional growth and career considerations
 12:00 PM – 12:30 PM Institute overview and evaluation
12:30 PM – ???Participants check-out and departure