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
April 16-17
Executive Council Meeting Location
Honolulu, HI
Committee Information
Committee Name
Fund Development
Chair(s) (Name, Place of Employment, State)
Colleen MacDonald, SimpleTuition, CA
Committee Members (Name, Place of
Jon Potter, Nelnet
Jean Russell, American Student Assistance
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
1. Explore other opportunities for fund raising.
2. Expand the solicitation of new potential exhibitors,
Specific Committee Goals (include progress
vendors, advertisers, etc than in previous years while
toward goals and measurement of success)
continuing to maintain contact with existing
organizations.
3. Consider new sponsorship opportunities at the 2010
WASFAA Conference.
4. Provide relevant and timely communications to
encourage maximum participation.
5. Update the Partner Information and online
submission on the WASFAA website in a timely
manner.
6. Raise $20,000 for WASFAA in 2011.
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Quarterly WASFAA Committee Report
Summary of Activities Since Last Report


Total Funds Raised/Anticipated = $25,600 (which is over our goal!)
Current 2011 Partnership Options Management Statistics:
Vendor
Access Group
Choice
I
Partner
Choice
II
Partner
CampusLogic, Inc. ^
Discover Student Loans
ELM Resources
Fynanz
1

1
1
Hyland Software, Inc. ^

Conf
Mailing
1
1
Higher One ^
Wells Fargo Education
Financial Services
Attendee
List
1
1
1
Global Financial Aid
Services
Great Lakes
Educational Loan
Services, Inc.
MOHELA
Nelnet
NSLP
The College Board
U. S. Bank
USA Funds
Exhibit
Booth
1
1
1
1
1
1
1
1
1
1
1
1
1
1
^ New Vendor/Partner
Proposed to CLFE to have a booth similar to CASFAA and requested time to discuss
WASFAA Fund Development to various potential partners at CLFE Meeting.
Confirmed Exhibit Hall Timeline:
2011 WASFAA Exhibit Hall Hours and Breaks
Sun
Set-up
Exhibit Hall Open
Break Time between
Session
Exhibit Hall Open
8:30-10:30 am
Exhibit Hall Open
Break Time between
Session
Exhibit Hall Open
8 - 11:45 am
10:30 - 1 pm
2:30 - 3 pm
2:30 - 5 pm
Mon
10 - 10:30 am
1:30 - 4 pm
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Quarterly WASFAA Committee Report
Break Time between
Session
Exhibit Hall Breakdown
3 - 3:30 pm
4 - 5 pm
Budget Information
Approved Budget
$6,000
Budget Expenditures to Date
1.
2.
3.
none
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
From Committee Chair
1. Work with Conference Program Chair to understand what non-school organizations are exhibiting and encourage
organizations to exhibit
2. Contact potential exhibitors over the phone to ask if they will be attending. If not, then inquiry about the reasons for
their organizations decision.
From Vendors/Potential Exhibitors
1. Consider publicizing sharing tables, not exhibits at future conference. Drayage and shipping is
expensive. Table tops where you have one table or share a 6 foot table could allow organizations to participate
more affordably.
2. Consider returning to sponsor names on WASFAA materials/giveaways. Some of the new vendors are
used to doing this in other conferences for higher education that they exhibit at regularly.
3. Need more schools attending to justify expense. With limited dollars, organizations are paying to exhibit
where they can interact with the most decision-makers.
4. Consider added a registration with Partnership Option. Many conferences include one registration for
the exhibitor. Consider at least with premium options.
Calendar of Events/Timelines
Date
Committee Member
Description
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Quarterly WASFAA Committee Report
Responsible (if
applicable)
11/10
Colleen
Create a draft of vendors/partners options and approve with
WASFAA Fiscal Planning and EC
11/10
Colleen
Give final draft and any edits to the WASFAA Partner/Vendor
website to Electronic Services Committee
1/11
Colleen
Email potential vendors/partners about options
1/11
Colleen
Email potential vendors/partners about options
2/11
Colleen
Email potential advertisers about Spring Newsletter
3/1/11
Colleen
Send all Spring Advertisements to WASFAA Newsletter Editor
3/8/11
Colleen
Send complete content (list of choice, exhibitors, and any
advertisements) for Conference Program/Agenda
3/15/11
Colleen
Ask Conference Chair to send mailing list labels to vendors
who purchased lists & attendee lists
4/1/11
Colleen
Send list of exhibitors and partners to WASFAA President to
include in comments
4/10/11
Colleen
Create signs for booths assignments
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