Save the completed report using Committee title and date ( example: WASFAA_JRSMLI_Feb_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, 2013
Executive Council Meeting Location
Silver Legacy Resort Casino, Reno, NV
Committee Information
Committee Name
Idaho Association of Student Financial Aid Administrators
Chair(s) (Name, Place of Employment, State)
Roxanne Merle, President, ISU
Committee Members (Name, Place of
Rebbecca Mattucci, Vice President, BSU
Alex deGolia, Treasurer/Secretary, NIC
Laura Hughes, President Elect, LCSC
Barbara Warnick, Treasurer/Secretary Elect, UI
Kevin Jensen, Past President, CWI
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. Continue the yearly conference and training opportunities for
Specific Committee Goals (include progress
toward goals and measurement of success)
the Idaho Financial aid community.
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Quarterly WASFAA Committee Report
2. Encourage communication within membership.
3. Discover better ways to communicate and share knowledge.
Summary of Activities
The IASFAA Fall Conference was held in October. There were 67 in attendance. With the Government shut down our
Conference was held without the USDOE Staff. Members of our Financial Aid community stepped up to help out with
those presentations and the Federal Update. Overall it was a very successful conference.
Our local WASFAA representative was Kevin Jensen.
I attended the Idaho Financial Aid Director’s meeting as the IASFAA representative. As a first time President, I am still
learning the ropes.
Ask membership to help identify ways they would like to communicate.
Budget Information
Approved Budget
$0
Budget Expenditures to Date
1.
2.
3.
TOTAL = $0
Event Information (complete if applicable per location)
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Quarterly WASFAA Committee Report
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
Calendar of Events/Timelines
Date
Committee Member
Responsible (if
Description
applicable)
10/6-8/13
IASFAA Conference, Boise, ID
10/29/13
WASFAA Fall Training Workshop – Compliance and Campus Collaboration –
R2T4, Boise, ID
10/30/13
USA Funds Fall 2013 Financial Aid Workshop, Boise, ID
10/06-8/2014
Planned 2014 IASFAA Conference, Boise, ID
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Quarterly WASFAA Committee Report
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