WASFAA Committee Report Committee: Conference Committee Meeting Date: November 20-21 Meeting Location: San Francisco, CA Report Type: Quarterly Annual Submitted by: Colleen MacDonald & Ted Malone Committee Members (Name/Place of Employment/Address/Phone/Email): Colleen MacDonald - EdFund (CA) Ted Malone- University of Alaska - Anchorage (AK) Jacqueline L Alleyne-McCants - University of Alaska - Fairbanks (AK) Barbara L Burnett - University of Alaska - Southeast (AK) Pamela H Doerner - University of Alaska - Anchorage (AK) Patrick S Downey - Educational Credit Management Corporation (OR) Jack Edwards - Stanford University - Graduate School of Business (CA) Jodie M Kuba - University of Hawaii - West Oahu (HI) Faye Mabagos-Asence - NELA-Northwest Education Loan Association (WA) Peter T Miller - Truckee Meadows Community College (NV) Wendy Z Olson - Whitworth University (WA) Jon E Potter - Nelnet (CA) See WASFAA membership directory for full address and contact information Committee Goals: General Goals for the 2009 WASFAA Conference is to have it be: o Create Professional, Collaborative, Diversity, Educational, Relevant, Fiscally Responsible and Fun. Specific Goals o Communications Strategy Provide relevant communications to encourage to encourage member to attend via email at least monthly. Send targeted communications to registrants at least bi-weekly leading up to the conference (ie., grad/prof registrants with Grad/prof sessions, early career professionals with basic training, seasoned professionals with higher level sessions) Send information about WASFAA Conference at State conferences Send quarterly update about WASFAA Conference to each state organization. o Budget Strategy WASFAA Committee Report Page 1 of 4 Create a revenue neutral conference Be fiscally conscientious as possible with decisions Set conference registration at a rate that is affordable for members while cost neutral for the association. o Keynote Speaker Strategy Hire affordable local speakers that represent the diversity of the Alaskan region Request that NASFAA President attend and speak Request that send Jeff Baker from Department of Education to do Federal Update o Conference Sessions Strategy Provide more session options by starting earlier on Sunday in order to allow for 2 sets of concurrent sessions and one set on Tuesday Request 3-5 of the best sessions from each state association and attempt to integrate as many as possible into the conference. Contact California Lenders for Education (CLFE) to suggest session at WASFAA as they have done at CASFAA and NASFAA Request for session ideas from relevant WASFAA chairs (i.e., federal issues, graduate/professional, EDAC, etc). o Social Strategy Infuse the diversity of Alaska through local dance troupe or music entertainment during Opening session Exposing participants to diversity of Alaskan citizenry Provide cost effective entertainment options for each night (e.g., obstacle course state game competition, talent show, musical ensemble) Organize a WASFAA member tour option at member’s own cost for Saturday to promote travel to Alaska. Have pictures streaming on large screen PowerPoint’s • Include pictures from annual WASFAA events (i.e., MLI, Summer Institute, fall trainings, ECs) • Include pictures of conference as events occur. • Have volunteer recognition page in PPT with committee name, volunteer members names, state, and school. o Exhibitor/Vender Strategy Encourage members to spend time by offering refreshments in exhibitor area and more operational hours. Provide more information about open hours, set-up, and take-down. Summary of Activities: Website (http://www.wasfaa.org/docs/toc_conferences.html): • CONFERENCE REGUSTRATION (available by Monday, November 17th) • CONFERENCE AGENDA – tentative timeline, session titles, and general sessions’ information including major speakers • KEYNOTE SPEAKERS - includes profiles and photos of WASFAA Committee Report Page 2 of 4 o Mr. Whitekeys, humorist, author, and entertainer o Father Michael Oleska, storyteller on race and culture o David Gruen, NASFAA Chair o Philip Day, NASFAA President • TRAINING – brief description • LOCATION- description of Anchorage and hotel reservation information TRAVEL – airfare and local transportation options WEATHER – example weather for the time of year • ALASKAN NATIVE GAMES – includes photos, brief description, links to websites, and WASFAA Conference demonstration and modified competition Program • Tentative Agenda set with 5 sessions during the Early Bird Session timeslot and the post Tuesday morning Federal update. Ten sessions offered in every other time slot. • Confirmed major speaker, all but Jeff Baker have confirmed • Solicited best sessions from WASFAA state presidents • Solicited memberships for sessions. • Contacted the USED about presenting. • Correspondence sent to all speakers to confirm session title, description, and av needs • Attempted to vary topics, speakers who were geographically diverse, and create a series of interactive “Birds of Feather” sessions. In-person meeting with some members of the committee • Tour Hilton and Egan Convention Center • Meet with event staff at Hilton and Egan Convention Center to o Review Tentative Agenda and room counts o Discussed food options for breaks and meals o Confirm key contacts at hotel and convention center o Discuss AV options and pricing • Meet with printer o Discuss pricing and layout of conference program o Discuss signage needs o Discuss other printing items as applicable • Discuss local arrangements o Transportation to & from airport, to & from hotel & convention center o Way to identify conference committee members • Review options for Alaska Games and space needs • Review registration timeline, location, and supplies • Update on Vendor/Partner info (Colleen spoke to Scott Nielsen, WASFAA Fund Dev't) • Status of Speakers WASFAA Committee Report Page 3 of 4 • Review Contracts and reimbursement policies Logo • Contracted designer for conference logo • Added to website • Distributed to committee Charity • Identified the Arc of Anchorage, a private, not-for-profit organization dedicated to promoting community integration and quality of life for children and adults who experience developmental disabilities, behavioral health issues, or deafness. • Requested they staff a table and determined av needs Progress Toward Strategic Plan Goals/Activities: We are making slow but steady progress. See summary of activities for details Approved Budget Breakdown and Actual Expenditures to Date: $5,000 approved budget APPROXIMATE EXPENSES: • $200 invoice for Conference Logo • $2,500 in travel expenses for committee meeting in Anchorage Suggestions for Committee Chair/Co-Chair or Officer Successor: * Add fund Development Chair to Committee * Create contingency plans for in-person meeting if weather conditions may be probelmatic. * Have "alternate" Committee members in case one or more members lose their jobs or move to a different field. * Try to have more than one person present each session and not have any one person do more than 2 sessions in case presenter can not attend due to business or personal reasosn. * Meet with facilities in-person and create communication expectations with hotel and/or convention center staff. * Look for hidden costs e.g., 23% gratituity for AV and/or food service, personal equipment use fees, food minimums. * Schedule regular meeting with conference chair(s) and program chair WASFAA Committee Report Page 4 of 4