Management & Leadership Institute

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2017 WASFAA Jerry R. Sims Management & Leadership Institute
November 7-9, 2017
Benson Hotel, Portland, Oregon

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2017 WASFAA Jerry R. Sims Management & Leadership Institute

The Jerry R. Sims WASFAA Management & Leadership Institute (MLI) is WASFAA’s premier training event for financial aid directors, associate or assistant directors, and other professionals who aspire to leadership roles within the student aid profession. MLI offers attendees a unique opportunity to network with their peers in a collaborative and engaging cohort setting, led by experienced faculty who are themselves accomplished leaders within their institutions, and the financial aid community.

MLI is limited to approximately 25 attendees and is designed to maximize your interaction with the MLI faculty in a collaborative and engaging environment. You will meet with faculty and your peers in large group training sessions as well as in small group coaching/mentoring sessions to help you sharpen your management skills and enhance your leadership abilities as we look to the future of student aid administration together.

Questions? Contact the MLI Chair, Doug Severs at

MLI Faculty Bios

Jim BrooksJim Brooks
Jim Brooks is the assistant vice president for student services and enrollment management and director of student financial aid and scholarships at the University of Oregon. Before coming to the UO, Jim was director of student financial aid at the University of Missouri and senior associate director of student financial assistance at Indiana University. He has served on the board of the National Association of Student Financial Aid Administrators (NASFAA) for three years, and currently serves as NASFAA’s Diversity Officer. He has previously served as president and treasurer of the Midwest Association of Student Financial Aid Administrators (MASFAA). He has served on committees at the national, regional, and state levels, and presented at conferences on all of these levels. Since moving to the northwest, he has served on the faculty for OASFAA’s financial aid training, and served on the faculty of WASFAA’s Summer Institute.

Scott ClineScott Cline
Dr. Scott Cline is the Vice President of Enrollment Management at California College of the Arts. Previously he held the position of Director and Associate Director at CCA. He has also worked at Stanford University and Chapman University.

He holds a Doctor of Education degree from San Francisco State University in Educational Leadership and Administration, a Master of Arts in Education Leadership and Administration and a Bachelor of Arts in History with a minor in Political Science from Chapman University.

He is the current Past-President of CASFAA and the Vice President of WASFAA. He currently services on a number of committees, including WASFAA Strategic Planning Committee, NASFAA Federal Policy Rapid Response Task Force, NASFAA One Grant/One Loan Task Force and served as the primary non-federal negotiator for financial aid administrators on the Title IV Loans Negotiated Rulemaking committee in 2015.

In his free time he does research on financial aid, access, and enrollment management. You can heckle him on twitter as @scottcline, if you are into that type of thing.

He lives in San Francisco, CA with his much more talented wife, Erica, seven-month-old daughter, Harper, and their 55-pound golden retriever, Zoey.

Helen FaithHelen Faith
Helen is the Dean of New Student Transitions at Lane Community College in Eugene, Oregon. She oversees Admissions/Recruitment, Financial Aid, and Placement Testing departments in this role. She has worked in financial aid for seventeen years, including eleven years as a financial aid director. She has previously worked at the University of Western States; Oregon Health and Science University; Portland State University; and the University of California, Santa Cruz. She is currently serving WASFAA as President, and has previously served as President of the Oregon Association of Student Financial Aid Administrators (OASFAA). Helen has participated in Negotiated Rulemaking with the U.S. Department of Education as an alternate nonfederal negotiator on student loan issues, and is an active member of the financial aid community as a presenter and policy advocate at the national, regional, and state levels. Helen holds a bachelor's degree in literature from the University of California, Santa Cruz and a master's degree in Educational Leadership and Policy from Portland State University.

Lauren PattersonLauren Patterson
Lauren Patterson has been in the Financial Aid field for over 10 years in various roles. She is currently the Director of Financial Services at The Art Institute of Portland. Prior to this position, she was the Director of Financial Aid Operations at Southwest Florida College.

Lauren received her Masters of Business Administration at Florida Gulf Coast University and her Bachelors of Fine Arts in Economics from Willamette University. Lauren currently serves as the OASFAA Vice President for the Proprietary Schools as well as serves on the board for the Oregon Association of Veterans School Certifying Officials.

Lauren lives in Portland, Oregon and enjoys spending time hiking the trails of Forest Heights, chasing after her two young boys and spending time with family.

Doug SeversDoug Severs
Doug began his financial aid career at University of Nebraska-Lincoln managing student employment and later the student loan programs. He has gone on to be the director of financial aid at the University of Dubuque, Idaho State University and now Oregon State University. Doug has been active in the financial aid community serving as president of the Iowa and Idaho state associations and twice as president of WASFAA. He has also served on the boards of state, regional and national financial aid associations. He currently is on the board of the Higher Education Loan Coalition. Doug holds a bachelor’s degree in Business Administration and master’s degree in Sociology both from University of Nebraska-Lincoln.

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