Save the completed report using Committee title and date ( example: WASFAA_JRSMLI_Feb_12.doc).
Submit your report via email to the WASFAA Executive Council listserv and post a copy to the Committee
webpage on the WASFAA website.
Quarterly WASFAA Committee Report
Executive Council Meeting Date
February 28 – March 1, 2013
Executive Council Meeting Location
San Francisco, CA
Committee Information
Committee Name
Past President
Chair(s) (Name, Place of Employment, State)
N/A
Committee Members (Name, Place of
N/A
Employment, State, note new committee members
with ‘*’)
Committee Goals
Strategic Plan Goals that are being met (check all that apply)
Goal 1: Be a leader in providing training and professional development
opportunities that are responsive to members needs
Goal 2: Maintain the long-term financial stability of the Association
Goal 3: Assess and monitor the performance of the Association and implement
strategic adjustments
Goal 4: Continually improve methods and processes for communicating with the
membership
Goal 5: Increase the participation of members in WASFAA activities
Goal 6: Consolidate and communicate the public policy positions of financial aid
administrators in the Western region and provide members with the
support and education they need to further their own advocacy efforts
Goal 7: Maintain and enhance the ethnic diversity of our membership and the
Executive council
Goal 8: Collaborate and coordinate with other organizations and associations in
order to serve our members more efficiently and effectively
1. Assist the President and the President Elect in maintaining the
Specific Committee Goals (include progress
toward goals and measurement of success)
2.
goals of the association.
Work diligently to identify and encourage potential leaders to
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Quarterly WASFAA Committee Report
3.
4.
5.
enhance the goals of the association.
Work with other associations (state, regional and national) to
help identify new opportunities for WASFAA
Assist the WASFAA leadership in developing a new strategic
plan
Serve as the WASFAA regional representative on the NASFAA
Board of Directors
Summary of Activities
Identify potential committee members for the committee of Nominations and Elections. Arrange a meeting of the
committee to identify potential leaders for the membership to consider and elect for the positions of President Elect, Vice
President, Secretary and RAL – Ethnic Diversity.
Work with the President of the association to contact all the members of the Strategic Planning Committee to begin the
work of setting a new strategic plan for WASFAA.
Represented WASFAA for the President at the ALASFAA Conference in Anchorage, AK October 25-27, 2012.
Attended the NASFAA Board of Directors meeting in Santa Fe, New Mexico, November 4 – 6, 2012
Provided input to the President Elect for potential candidates for EC and on committees.
Conference calls to discuss strategic plan, and election progress.
Budget Information
Approved Budget
$
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Quarterly WASFAA Committee Report
1.
2.
3.
Budget Expenditures to Date
TOTAL = $
Event Information (complete if applicable per location)
Event Name
Location
Date
Number
Cost of
Registration
Subtotal
Attendees
Complimentary Registrations (if
applicable – i.e., scholarship recipients)
Add more rows as needed for additional events.
Suggestions for Future Committee
1.
Calendar of Events/Timelines
Date
Committee Member
Responsible (if
Description
Past President
Work with the President to identify key members of
Nominations and Elections committee
applicable)
6-12
Review the list of volunteers for both committees
Contact all potential volunteers and invite potential members
and suggest the opportunity to serve in another capacity
Contact all Strategic Planning Committee members and
provide supporting information prior to first meeting of the
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Quarterly WASFAA Committee Report
members.
10-12
Past President
Served as the WASFAA representative for President Edwards
at ALASFAA. Also presented sessions and encouraged
involvement in WASFAA and attendance at MLI.
Provided information to Fiscal Planning on if a review of the
records would be appropriate, the kind and scope of the
review for P & P.
11-12
Past President
Attended NASFAA BOD
12-12
Past President
Attended CASFAA and manned the WASFAA booth
Past President
Conference Call – NASFAA BOD
1-13
Past President
Consultation with other Presidents by e-mail and telephone
2-13
Past President
Consultation with other Presidents by e-mail and telephone –
issues related to next EC, contracts, NASFAA BOD concerns,
etc.
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