Save the completed report using Committee title and date ( example: WASFAA_JRSMLI_Apr_14.doc ).
Submit your report via email to the WASFAA Executive Council listserv and post a copy to the Committee
webpage on the WASFAA website.
YEAR-END WASFAA Committee Chair Report 2013-14
Executive Council Meeting Date
Feb. 20-12, 2014
Executive Council Meeting Location
Handlery Hotel, San Diego, CA
Committee Information
Committee Name
WASFAA Fund Development committee
Chair(s) (Name, Place of Employment, State)
Sun Ow, Great Lakes Educational Loan Services
Committee Members (Name, Place of
Cheryl Barnes, Discover, CA
Robert Rogers, Consultant, Oregon
Employment, State) Please put an asterisk next to
first-time committee members.
Committee Goals
Strategic Plan Goals that are being met (check all that apply)
Goal 1: Leader in providing training and professional development
Goal 2: Maintain the long-term financial stability of WASFAA
Goal 3: Assess & monitor the performance of WASFAA & make strategic
adjustments
Goal 4: Increase the participation of members in WASFAA activities
Goal 5: Continually improve methods & processes for communicating with
members
Goal 6: Consolidate and communicate the public policy positions of aid
administrators
Goal 7: Maintain and enhance the diversity of our membership and Executive
Council
Goal 8: Collaborate and coordinate with other organizations and associations
Specific Committee Goals (Include progress
toward goals and measurement of success.)
1.
2.
3.
Expand list of Vendors/Partners for potential funding
partnerships (reviewed WACUBO and NASFAA sponsor list).
Updated WASFAA webpage for Partners/Vendors to include
items such as breaks and meals for sponsorship.
Ensure that when Vendors sponsor events that they receive
recognition and support.
Page | 1
YEAR-END WASFAA Committee Chair Report 2013-14
Raise $34,000 for WASFAA (Exceeded goal by $9,300) We had 25
Vendors at the 2013 conference in Phoenix, AZ)
Summary of Committee Activities
1.
2.
3.
4.
5.
6.
Contacted all potential Vendors and Partners for the Annual WASFAA conference and advertising for Newsletter.
Submitted Vendor registration checks to WASFAA treasurer
Added new Vendors/Partners to contact list and deleted outdated contacts.
Coordinated ads and training advertising with WASFAA communications chair.
Collected Vendor/Partnership forms for advertising for newsletter and blog.
Work with WASFAA Conference Chair on program for WASFAA 2014 annual conference to provide Vendor logos,
company information and Business Solutions Session write-ups for conference program
Measures Tracking Tool Data Collection Information (Include required
Measures Tracking Tool data collection information to help determine progress toward Strategic
plan goals/activities that are the responsibility of your Committee. See Appendix F of the current
WASFAA Strategic Plan for guidance.)
Page | 2
YEAR-END WASFAA Committee Chair Report 2013-14
Budget Information
Approved Budget
$ 2,000
Budget Expenditures to Date
1.
2.
3.
TOTAL = $ 0
Event Information (complete if applicable per location) WASFAA Conference
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 Chair(s)
1.
2.
3.
4.
5.
6.
Fundraising from annual conference through Silent Auction
Fundraising through grant writing.
Work with Membership committee to grow membership.
Work with Strategic planning to work on Fiscal plan.
Grow Partnership and Vendor participation in all WASFAA events.
WASFAA conference Business Solutions Sessions should be included in the next conference because this year’s was a
success in getting new Vendors to Exhibit at our annual conference.
Calendar of Events/Timelines
Committee Member
Responsible (if
Description
December
Chair
Send first email to potential Vendors for conference &
newsletter
January
Chair
Collect Vendor registration forms and send checks to
WASFAA Treasurer. Send 2nd request for potential vendors.
February
Chair
Collect Vendor logos & write-up, banners and Business
Date
applicable)
Page | 3
YEAR-END WASFAA Committee Chair Report 2013-14
solutions proposed sessions for conference. Send 3rd email
to potential Vendors.
March
Chair
Send vendors shipping and booth details, work with hotel on
electrical and internet needs of vendors.
April
Chair
Send contact information of attendees to vendors who
purchased a mailing list. Purchase “Thank you’ card for
Vendors to give to them at the conference.
Page | 4