Save the completed report using Committee title and date ( example: WASFAA_JRSMLI_Nov_13.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 7-8, 2013
Executive Council Meeting Location
Silver Legacy Hotel, Reno, NV
Committee Information
Committee Name
Fund Development
Chair(s) (Name, Place of Employment, State)
Sun Ow, Great Lakes Education Loan Services; CA, OR & Idaho
Committee Members (Name, Place of
Robert Rogers, Consultant, Oregon
Tel: 541-990-1048
Employment, State, note new committee members
with ‘*’)
Cheryl Barnes
Discover Student Loans, CA
Tel: (510) 638-3974
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: Increase the participation of members in WASFAA activities
Goal 5: Continually improve methods and processes for communicating with the
membership
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. Raise funds for WASFAA activities through Vendors/Partners
Specific Committee Goals (include progress
toward goals and measurement of success)
advertising and conference participation through phone calls
and email campaigns.
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Quarterly WASFAA Committee Report
2.
3.
4.
5.
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.
Raise $34,000 for WASFAA.
Summary of Activities
1.
2.
3.
4.
5.
Contacted all potential Vendors and Partners for the Annual WASFAA conference and advertising for Newsletter.
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.
Budget Information
Approved Budget
$1,000
Budget Expenditures to Date
1.
2.
3.
TOTAL = $0
Event Information (complete if applicable per location)
Event Name
WASFAA Conference
Location
Silver Legacy, Reno, NV
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Quarterly WASFAA Committee Report
Date
April 12-15, 2014
Attendees
Number
Cost to
Vendor for
Vendor Booth
Subtotal
22 Estimated
Vendor booths
$1350
$29700
Complimentary Registrations (if
applicable – i.e., scholarship recipients)
Add more rows as needed for additional events.
Suggestions for Future Committee
1.
2.
3.
4.
5.
Fundraising from annual conference through Silent Auction
Look into fundraising through grant writing.
Work with Membership committee to grow membership.
Work with Strategic planning committee and work on Fiscal planning committee.
Grow Partnership and Vendor participation in WASFAA events.
Calendar of Events/Timelines
Committee Member
Responsible (if
Description
Sun
Call and emailed vendors about newsletter ads
9/13
Sun
Work with conference chair on program and Business
Solutions session proposal
10/13
Sun
Work with communication chair on training announcements
from Vendors for newsletter and calendar
11/13
Sun & Fund
Development
Committee
Contact via phone and email all potential Vendors and
Sponsors for WASFAA conference in April 2014.
12/13
Sun & Committee
Call and email potential Vendors for conference and begin
collecting exhibit fees for conference.
03/14
Sun
Send information to Exhibitors on booth location & drayage.
Date
applicable)
9/13
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Quarterly WASFAA Committee Report
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