Save the completed report using Committee title and date ( example: WASFAA_JRSMLI_Feb_10.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
November 18-19, 2010
Executive Council Meeting Location
San Francisco, CA
Committee Information
Committee Name
OASFAA President
Chair(s) (Name, Place of Employment, State)
Patti Brady-Glassman, Oregon State University, Oregon
Committee Members (Name, Place of
Employment, State, note new committee members
with ‘*’)
Committee Goals
Strategic Plan Goals that are being met (check all that apply)
Goal 1: Leader in providing training and professional development
Goal 2: Consolidate and communicate the public policy positions of aid
administrators
Goal 3: Collaborate and coordinate with other organizations and associations
Goal 4: Maintain and enhance the diversity of our membership and Executive
Council
Goal 5: Increase the participation of members in WASFAA activities
Goal 6: Maintain the long-term financial stability of WASFAA
Goal 7: Continually improve methods & processes for communicating with
member’s
Goal 8: Assess & monitor the performance of WASFAA & make strategic
adjustments
Specific Committee Goals (include progress
toward goals and measurement of success)
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Quarterly WASFAA Committee Report
Summary of Activities
OASFAA held our one day Summer Drive In Workshop on August 5 th at Portland State University. A great
training agenda was provided which included a Federal Update with Marianna Deeken as well as Chuck
Hirman with the Direct Loan Program.
Fall training is underway with the 2010 NT4CM training. OASFAA partners with OUS, the Oregon University
System to provide training sessions throughout the state for high school counselors and mentors. Six
sessions were scheduled throughout the month of October.
Our FA101 one day training is scheduled for January 12, 2011 to be held at Reed College in Portland. This
hands on full day workshop is an excellent opportunity for individuals new to financial aid to get the details
on how financial aid eligibility is calculated and packaged.
The Annual Conference committee has been hard at work planning our annual conference scheduled for
February 2-4 at Salishan Lodge on the beautiful Oregon coast. The conference theme is “Financial Aid:
The Next Generation”. Our conference chairs are doing a wonderful job of creating an agenda with
sessions relevant to each of the different sectors within our financial aid community.
We will be partnering with the Oregon Student Assistance Commission and Nela for College Goal Oregon,
which is held on Saturdays in our state. January dates to be finalized soon.
We finalized our brochure about OASFAA as an association to share with our constituents and state
financial aid professionals to encourage them to join the association. The final version was completed by
Sue Shogren and we are grateful for her commitment to helping us complete this project.
We established a Volunteer Coordinator position to assist folks in getting involved with OASFAA.
Fund development continues to be challenging for the association. We may not meet our anticipated
income of $12, 800. We do have commitments from several vendors at this time.
Current membership is 245, which is 81% of the total from last year. 70% of last years members
renewed. We are doing active solicitations to schools and past members to encourage them to join the
association.
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Quarterly WASFAA Committee Report
Budget Information
Approved Budget
$
Budget Expenditures to Date
1.
2.
3.
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.
2.
3.
Calendar of Events/Timelines
Date
Committee Member
Responsible (if
Description
applicable)
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Quarterly WASFAA Committee Report
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