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
June 2010
Executive Council Meeting Location
Tempe, Arizona
Committee Information
Committee Name
Washington Financial Aid Association President’s Report
Chair(s) (Name, Place of Employment, State)
Rebecca Wonderly, Seattle University, Washington
Committee Members (Name, Place of
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.
Specific Committee Goals (include progress
toward goals and measurement of success)
2.
3.
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Quarterly WASFAA Committee Report
Summary of Activities
The WFAA Executive Committee held its annual business meeting for 2009-10 and transition retreat for 2010-11 on June 3
and 4, accomplishing the following:
1. Created and approved 2010-11 WFAA budget
2. Highlighted the following as major tasks/goals for 2010-11:
a. The President (with a little help from her friends ) will update and synchronize our By-Laws and
Policies and Procedures which haven’t been revised since January 2003 and January 2004 respectively.
b. The Fiscal Planning Committee will update how our reserves are designated and ear-marked.
c. The Electronic Services Committee will update and reorganize our web site to content that is current
and that we are able to maintain routinely with the amount of volunteer time available. Primary focus
will be on WFAA membership with tabs for students and high school counselors that consist mostly of
links to other sites where the information 1) is known to be excellent and 2) doesn’t rely on
maintenance by WFAA volunteers.
d. The Ethnic Awareness Committee will begin to focus not only on students (we give 2 scholarships to
students each year) but also on the WFAA membership working with both the Past President to
encourage more participation from persons of color in our elections as well as with the Membership
Chair to promote general membership and heightened volunteerism.
e. The Historical Archives Committee will organize our scanned documents and identify a secure location
where they can be maintained AND create an on-going process for gathering and saving information
from year-to-year as we move forward.
f.
The Membership Committee will become more intentional in our use of volunteers, being sure
everyone who offers to help gets a response and working on how to “re-cycle” volunteers for one task
who can’t be used there but could possibly be used on another committee.
g. Conversation continues, as it does for everyone else, about fund development with particular focus on
different vendors … including Higher One, interesting ideas about office supplies vendors and possibly
even vendors with no links to financial aid (local bookstores, Tupperware dealers, etc.).
3. Used tipping our table tents as an indication that we wanted to speak … something I learned at the WASFAA
transition retreat … was a (mostly) huge hit and allowed us to have a much more orderly and productive
meeting. Funny the little things that make a big difference.
WFAA’s one-day, summer workshops will be held on the west side of the state in Seattle on July 14th and on the east side
of the state in Spokane on July 15th.
WFAA’s annual conference planning is well underway. This year’s conference will be held on October 20-22 in Vancouver,
Washington. As with other states, a modest ($5) increase in dues for 2011-12 will be proposed.
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Quarterly WASFAA Committee Report
Budget Information
Approved Budget
$
Budget Expenditures to Date
1.
2.
3.
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
1.
2.
3.
Calendar of Events/Timelines
Date
Committee Member
Responsible (if
Description
applicable)
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Quarterly WASFAA Committee Report
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