2010-11 OASFAA Executive Committee Meeting
Minutes -- September 17, 2010
DeVry University
Pamela Arrington*
Amy Baker
Lori Beard*
Leigh Cameron*
Mary Cannon*
Christina Comanitz*
Bev Dalheim*
Jeff Daniels*
Becky Davis*
Chad Foust*
Kristy Gardner
Michael Gibboney
Stephanie Goller*
Randy Green
Ann Marie Gruber*
Linda Hayes*
MorraLee Holzapfel*
Betsy Johnson
Leann Kendzerski*
Val Kepner*
Kevin Lamb*
Goldie Langley*
Carolyn McCluskey*
Dave Metz
Matt Moore*
Andrea Morrow*
Kim Nash-Yore*
Mary Lynn Perri*
Venus Puliafico*
Ed Recker
Amanda Reisinger
Christina Rose
Michiale Schneider
Sam Selvage
Carrie Short
Zana Smith
Stephanie Sutton
Emily Swain
Randy Ulses*
Melanie Weaver
Claudia Wenzel*
Cheryl Willard*
*denotes attendance
Guest: Larryn Houser, Capital University—Leadership Class Member*
I.
1.
2.
3.
4.
II.
Announcements
Ann Marie Gruber
Welcome/Icebreaker
Updates
Professional Development—Interviewing Tips as the interviewee & interviewer.
Reminders—Please post minutes from your individual committee meetings; post dates on the
OASFAA website. Also post members of your committee on the web.
Approval of Minutes/Secretary’s Report
Bev Dalheim
Kim made the motion to approve the minutes as corrected. Matt Moore seconded. Motion carried.
After the meeting, it was realized there was not a quorum a this meeting so the minutes will be reviewed
and voted on again at the next meeting.
III.
Treasurer’s Report
Dave Metz
Expenses were paid in August and September but Dave did not have time to update QuickBooks. He will
do so as soon as he can. College Goal Sunday account had a bill that was posted under OASFAA’s budget
Need to move about $38,000 from checking to reserves. Dave will also be taking care of this.
IV.
Old Business
Ann Marie Gruber
1. Newsletter—went out by email to the OASFAA members this week. The committee did a great job
with it. It had a lot of information and updates. Michiale is already gathering information for the next
Newsletter. The current was already posted to the OASFAA website.
P&P update—reserve policy: Finance committee will be reviewing the policy in October and
present its proposal to the November meeting. Keep committees in the handbook. The finance
committee will meet in October with Stephanie Sutton. Mary Lynn will ask everyone on
executive board to review the committees and descriptions. Everything should go to Jeff. He
will review what is recommended and will present it at the November meeting.
2. Spring conference update—May 23 & 24. A two day conference in Dublin Embassy Suites at
$114.99 per night with 30% attrition and only $15,000 in food and beverage guarantee. Also
looking into having a one day drive in workshop with OACAC as an additional day to ours. The
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topic would be an enrollment management training and how financial aid plays in a role in that.
There are no other contracts for future conference which has turned out to be a plus for the
planning since we are somewhat flexible and the hotels are eager to have us sign with them.
3. OBR training and Virtual College Fair—Chad asked at the last meeting to have OASFAA members
train OBR staff who will be answering the hotline questions on financial aid. Training will be on October
7. Presenters will be Frances from OSU, Ann Marie Gruber, Kim Nash-Yore and Michiale Schneider. Chad
stated this is the first time OBR has asked OASFAA to train their staff. The training will be to prepare OBR
staff to answer financial questions.
College Week Live—national program, October 13 will be the Ohio College Week Live. Answer questions
live on the web that day via the web.
V.
New Business
Ann Marie Gruber
1. Sandy Pittenger—Retired Director of Financial Aid from Mount Union College passed away in August
after an automobile accident. It was suggested that OASFAA donate $100 to Mount Union as a
scholarship to Kappa Phi as a memorial in Sandy’s name. Carolyn suggested a donation to the church
Sandy was active with as a scholarship through the church. Randy suggested we offer a collection at
winter conference for members to donate in Sandy’s name then donating the funds to a scholarship
fund. Claudia suggested that we put it on the listserv and then at winter conference give it to the Mount
Union financial aid staff to be used as a scholarship.
2. “Fun Facts” about OASFAA for MASFAA conference—All states bring banners to the conference.
This year because of spacing they are asking all states to create a PowerPoint presentation on Ohio
ASFAA. If you would like to email suggestions to Ann Marie, she needs it by the end of September. (Ohio
members who served as MASFAA presidents, check us out on Facebook, partnerships with NCAN
agencies and other agencies )
3. CGS funds request—Requested to spend left over the funds still in their account. Applied to
Lumina for funding and will be applying to Great Lakes and USA Funds for grants. They have
about $8300 in the fund currently.
4. Other—Randy offered a warning to everyone to be cautious on making decisions they could be viewed
as irregular to unethical.
Univ of Wyoming—as they were being audited they noticed scholarship irregularities and noticed funds
were given to employees, employee family members and friends. Dave Gruen asked for further
investigations and he lost his job through the process, as did other staff.
VI.
Reports
1. Regional Representatives
a) Northeast
Kristy Gardner
Summary of activities:
 Worked on securing a date, time, location, and presenters for our 1st meeting
 Meeting will be held at John Carroll University on October 15th at 10:00am.
 Topics include:
o Verification
o PJ
o Overview of tax returns/laws
o P&P
o NASFAA’s Standard of Excellence
Activities planned but not yet completed:
 Ordering refreshments for the meeting
 Email to NE membership with meeting details about the first meeting
Progress on committee’s 2010-11 goals:
 Solicited a JCU faculty to speak at our meeting at no cost to the association.
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b) Northwest
Melanie Weaver
Summary of activities:
 Set date of fall meeting for October 8th at Owens Findlay
 Working to finalize presenters
 Sent an email to the region introducing myself and asking for topic ideas
Activities planned but not yet completed:
 Set date for Spring meeting and finalize location
 Send an email to the region with finalized information for meeting dates
c) Southeast
Samuel Selvage
Summary of activities: Solidified meeting dates and locations. Have identified locations for
all Regional meetings and dates (finalizing Spring Meeting this week).
Working towards setting topics for first regional meeting which will be held at Muskingum
University on Friday, October 8. Should hopefully have this done within the week.
Activities planned but not yet completed: Finalizing topics for first meeting and date for
Spring meeting.
Progress on committee’s 2010-11 goals: Dates have been selected and locations identified.
d) Southwest
Zana Smith
An email was sent to the SW members to request specific meeting topics. Various
responses were received.
Regional meeting dates:
October 1: Direct Loans, National Alliance, Regulations – Chatfield College
November 12: the Support Professionals meeting for both SW and SE regions
February 4: the Need Analysis meeting. Tentatively scheduled with Randy Green at
Wittenberg
March: State Update with Chad Foust – date and place to be determined.
2. President-Elect
a) Associate Member Relations
Stephanie Sutton
Amy Baker, Christina Rose
The Associate Member co-chairs sent a "Save the Date" email out to 78 possible exhibitors.
We utilized the previous year's potential exhibitor list and cross checked it with the MASFAA
attendee list as well as Finaid.org and Student Lending Analytics lender lists to capture all
vendor opportunities. The email provided the conference dates, location and exhibit fees to
allow for time and financial budgeting.
b) Communications/Web
Michiale Schneider, Kevin Lamb
Summary of activities:
Paid the ATAC invoices for July 2010 & August 2010 & submitted to the Treasurer for processing
We contacted Executive Board members for short bios and photos to include in the newsletters.
Received them from the following:
 Baker, Amy
 Reisinger, Amanda
 Dalheim, Bev
 Rose, Christina
 Davis, Becky
 Schneider, Michiale
 Gardner, Kristy
 Smith, Zana
 Metz, Dave
 Swain, Emily
 Morrow, Andrea
 Weaver, Melanie
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

Wenzel, Claudia
Werling, Betsi
Activities planned but not yet completed: Publish the first newsletter for 2010-11. Our
intention is to offer a “President’s Corner”, which will be news from Ann Marie; feature the
Leadership Class, highlight the Executive Board members, and include any additional
information received by the membership such as news regarding job promotions, job changes
and/or personal updates. Pictures are always welcome!
c) Finance
Stephanie Sutton
No report at this time
d) Membership
Christina Comanitz, Carrie Short
Summary of activities:
 Processed membership payments
 Corresponded with ATAC re: emailing membership for updates
Activities planned but not yet completed:
 Ask membership to update profiles on website (decided to wait to ask for updates rather
than ask everyone at the start of the school year)
 Use “undeliverable” emails as a starting point for cleaning up records
Progress on committee’s 2010-11 goals:
 619 members as of 9/14/10, 12:14 pm
MorraLee said that they are encouraging OCAN participants to register for winter conference
under their site. She asked that we send an email reminder to pay the 2011 membership fees.
Randy said they will discuss separating fees for membership and conference with ATAC.
e) Nominations
No report at this time
3. Past-President
a) Association Governance and Planning
b) Financial Review
c) Regulatory-Federal
No report at this time
Stephanie Sutton
Randy Ulses
Jeff Daniels, Mary Lynn Perri
Randy Ulses
Goldie Langley, Venus Puliafico
Summary of Activities: Venus and Goldie met with Ed Recker and Leann Kendzerski (Regulatory
– State) on Friday, August 13th to draft a layout for legislator information that we recommend be
added to OASFAA web site.
Activities planned but not yet completed: Waiting for feedback from Ann Marie
regarding conference session introductions and who will be presenting Federal updates.
Progress on committee’s 2010-11 goals: We submitted a draft of web content to Randy Ulses,
and are waiting for further guidance.
Waiting for Jeff Baker to confirm. Pell, DL and Jamie has confirmed and will present on
whatever topic we feel will best serve the membership. They have been working on the
website for conference registration.
d) Regulatory-State
Leann Kendzerski, Ed Recker
Nothing new to report at this time. Will be watching the election and what impact that will
have on state grants and scholarships.
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4. VP-Conferences
a) Conference Planning
Entertainment
Emily Swain
Emily Swain
Becky Davis
Entertainment is A Night at the Races. No money will be involved. There will be prizes. It will
be a fun, interactive event.
Charity event: Scholastic Books will sell books and a percentage of the funds will go to a
hospital in Cincinnati in memory of Matt Miller. Matt passed away last week. His mom, Carla
works at the financial aid office at OSU.
Program
Lori Beard
Dinner Monday will be a joint meal—OCAN and OASFAA. We will be giving all awards at the
meal. Tuesday breakfast will be separate because of the business meeting.
Registration
Andrea Morrow
Oct 1 registration is scheduled to open, OCAN and OASFAA registration will be separate.
OCAN is ready to go live now. Claudia said the meeting held in early September was a great
opportunity to work out agenda and topics that will serve both associations well. A very good
mix of session will be offered. Theme is Building Bridging Today for Tomorrow. We are
anticipating about 400 attending conference from both organizations.
Site
b) Leadership
Betsy Johnson, Claudia Wenzel
Claudia Wenzel, Pam Arrington
Summary of activities: At this time, the two Leadership sessions are being finalized—working
with Kristin Skarie. An email will be sent to the Leadership Class checking to see how they are
doing with regards to future committee involvement; encourage those that have yet to respond
to attend an exec meeting; and, stir some excitement for the winter conference and graduation.
Graduation is scheduled for Monday during dinner.
Activities planned but not yet completed: Preparing certificates and other items to present to
the Leadership Class during graduation. An email will be sent to the Leadership Class checking to
see how they are doing with regards to future committee involvement; encourage those that
have yet to respond to attend an exec meeting; and, stir some excitement for the winter
conference and graduation.
Progress on committee’s 2010-11 goals: A member of Leadership attended the Exec meeting
on 7-30-10 that is not already a member of Exec.
There are 11 participants in this class.
c) Professional Development
Val Kepner, Cheryl Willard
Summary of activities:
 Met with Conference Planning Committee on 7/13/10
 Secured Theme and Speaker for winter conference track
 Finalized topics and responsibilities for exec. Meetings
 Finalized and submitted session titles and descriptions for winter conference PD track
Activities planned but not yet completed:
 Spring Conference Sessions
Progress on committee’s 2010-11 goals:
 “Provide activity at Exec. Committee meetings” – planned
 “Coordinate a track for seasoned professional for Winter Conference” – in progress
 “Coordinate 2-4 non-aid based sessions for spring conference” – in progress
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5. VP-Training
Kim Nash-Yore
OBOR Staff Training
Working out details and final agenda for OBOR staff training, but date of training has been
scheduled for October 7 and topics include:
 Completing the FAFSA
 Financial Aid 101 - packaging,
 Federal programs
 Cost of attendance
 Loan repayment options
Michiale Schneider, Frances Robbins and Ann Marie have all agreed to help out with the training
for OBOR staff.
This is a free service to OBOR this year.
a) College Goal Sunday MorraLee Holzapfel, Leigh Cameron, Amanda Reisinger
Summary of activities:
 Finalized and printed Save the Date Fliers
 Fliers distributed at OCAN Advisor Training and at OACAC Articulation Workshops
 Final Reports were submitted to Great Lakes and USAFunds for CGS 2010
 YMCA Grant Application was completed for CGS 2011
 Placed CGS in College 101 Magazine
Activities planned but not yet completed:
 Complete grant request to Great Lakes
 Complete grant request to USAFunds after October 1
 Request funds from OBR from Federal College Access Challenge Grant
 Update CGS Website for 2011
 Prepare Materials for November Mailing that includes letter to counselors, posters and
black and white flier
Progress on committee’s 2010-11 goals:
 Increased the number of sites by 1-will have 42 this year
Recommended items for discussion by Executive Committee:
 Request permission to spend leftover funds in CGS checking account
b) NASFAA Training
Kim Nash-Yore
Summary of activities:
NASFAA Training
The NASFAA Trainers for 2010-2011 are Mary Cannon and Dave Metz. Following up on issues
from the last meeting/report, Emily Swain confirmed that Conference Registration can provide a
list of those interested in attending NASFAA Training at Conference. Those who will be
attending the conference version of training will be emailed materials prior to the conference,
which they can print and bring along with them.
Activities planned but not yet completed: Scheduling drive in workshops for NASFAA Training,
a north and south.
c) Need Analysis
Jonathan Green, Carolyn McCluskey
Summary of activities: Committee members have been working on updating the presentation
for Winter Conference and Regional Meetings scheduled for January 2011 & February 2011
Activities planned but not yet completed:
 September 22, 2010 is the next scheduled committee meeting
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
discussion topic(s)
o who will present at Winter Conference Monday & Tuesday
o Committee members have been researching the best pricing for the printed
materials need to decide where this will be done
d) Outreach
Michael Gibboney, Linda Hayes
Articulation went well. Presentation done by MoraLee and Mary Arter Bell
Counselor Workshops will be held December 7 – 10
Looking at putting something together for counselors
Goal is to get all contracts done and back quickly. Passed out Save the date flyers at
articulation.
Working on creating a database of counselors to share information more directly and timely.
e) Support Professional
Mary Cannon, Stephanie Goller
Summary of activities: Mary and I haven’t had much of a chance since our first meeting
to get together. We need to set-up a conference call to get back on track for our
scheduled items coming up.
Activities planned but not yet completed: After the first meeting at the end of July, we
had intended to send out a monthly email to Support Professionals with tips and words
of encouragement. With start-up and other unforeseen circumstances, the committee
has not been able yet to get this out. Plans to send out the first email are in the works.
We also need to finish planning the workshops in November and get speakers
scheduled.
Progress on committee’s 2010-11 goals: Had a great first meeting, Mary and I need to
come back together and delegate to the committee what we still need to accomplish for
the workshops.
Suggested FERPA and loans especially the nursing loan.
6. Liaisons
a) Board of Regents
Chad Foust
Chad stated there has been some confusion on OCOG and how it relates to other state aid, in
particular ONG. ONG should come first and OCOG awarded second if at all. Memo was sent out
by Adjunct General that was misleading. Private schools are permitted to give OCOG to
students. State schools would probably not have the unmet cost to award OCOG to their
students.
No new updates for state aid at this time. There are a lot of unknowns because of the new
budget year on top of a gubernatorial election. By early November, Ohio State Grants &
Scholarships has to get their budget to OBR. As in the past there will be different versions of the
budget proposal. It is unlikely the budget will be passed by June 30. If you hear things in the
community do not hesitate to contact Chad to confirm it is true and/or for clarification.
Fiscal years 12 & 13—any other changes to OCOG will need to be phased in and will try to have
it completed more timely for processing and for schools. As soon as Chad has information that
is current and complete, he will send it to the state FAAs.
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OBR did receive continued funding for additional early awareness grant from the Department of
Education. Charles Shaheed is overseeing the fund.
b) OCAN
MorraLee Holzapfel
The Ohio College Access Network held its annual advisor training in August. Approximately 150
people were in attendance from around the state. OCAN would like to thank our OASFAA
colleagues who participated in training and the conference: Ginny Biada, Mary Kay Freshour, and
Michiale Schneider. OCAN could not provide the expert level of training it does without
assistance/collaboration with OASFAA. OCAN distributed College Goal Sunday fliers to everyone
in attendance at the conference.
OCAN has once again placed an advertising spot in the fall version of College 101 magazine for
College Goal Sunday. OCAN will place another add in for the winter edition and provide
magazines to all of the sites.
OCAN will meet with OASFAA on September 10th to continue to finalize details for the combined
conference in December. OCAN is pleased to have confirmed Greg Darneider, Special Assistant to
the Secretary of Education as the closing speaker for the conference.
OCAN is planning another legislative caucus meeting for November 17th. Details about the caucus
will be available in October. It is hoped that leadership from OASFAA will be able to attend the
caucus.
MoraLee passed out the new OCAN magazine.
7. Adjournment.
Kim made the motion to adjourn. Randy seconded.
Next meeting is November 5 at Franklin.
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