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
June 28-29, 2012
Executive Council Meeting Location
Sun Coast Resort and Casino, Las Vegas, NV
Committee Information
Committee Name
Fund Development
Chair(s) (Name, Place of Employment, State)
Sun Ow, Great Lakes Educational Loan Services, CA
Committee Members (Name, Place of
Robert Rogers,
Unaffilliated
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. 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.
Expand list of Vendors/Partners for potential funding
partnerships (reviewed WACUBO sponsor list).
Updated list of partnership list
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Added new Vendors/Partners to contact list and deleted outdated contacts.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 with WASFAA Newsletter editor.
Collected Vendor/Partnership forms and checks for advertising and the annual conference (checks were
forwarded to Peter Miller, WASFAA Treasurer).
Work with Membership Chair on growing membership.
Budget Information
Approved Budget
$1,000
Budget Expenditures to Date
1.
2.
3.
TOTAL = $0
Event Information (complete if applicable per location)
Event Name
Location
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Quarterly WASFAA Committee Report
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.
4.
Fundraising from annual conference through Silent Auction or Paid sessions provided by Vendors.
Fundraising through grant writing.
Work with Membership committee to grow membership.
Work with Strategic planning to work on Fiscal plan
Calendar of Events/Timelines
Committee Member
Responsible (if
Description
Sun
Called and emailed vendors about newsletter ads
7/12
Sun
Work with Membership on growing membership
9/12
Sun
Work with training to determine need for sponsorshipl
Date
applicable)
6/12
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