OASFAA Executive Committee Agenda

Columbus, OH

December 7, 2005

 

Pamela Arrington

Amy Baker                

Robin Belleville*

Doran Brock

John Brown*

Tina Coulter*

Deb Divers

Kacy Duling*

Roger Eldridge*

Steve England*

Suzanne Fahrer

Jason Florack

Mary Kay Freshour*

Sandy Gilbert

Ann Marie Gruber*

Greg Guzman

Gail Houtz

Angela Johnson*

Betsy Johnson

Jeanette Jones

Michael Jones

Susan Kannenwischer

Kim Landis

Tasha McDaniel

Jennifer Minyo

Kim Nash-Yore

Melony Ohalek

Mayme Patthoff

Mary Lynn Perri

Faith Phillips

Lisa Pitkin

Wendell Schick

Michiale Schneider

Carmen Sears-Edwards

Charles Shahid

Jo Slade

Pam Stimpert

Stephanie Sutton

Emily Swain

Lee Ann Timmerman

Randy Ulses

Jerry Wade

Michele Wade

Karen Wallace

Claudia Wenzel

Cheryl Willard

 

Absent*

 

I.  Announcements and Opening Business                                    Mary Lynn Perri

 

Meeting was called to order at 9:35am.

 

A)    Video Conference Update

 

The Ohio State University (OSU) does have a facility where the video conference can be taped for the state update.  Bowling Green State University offered but the fee is $2500.  Michelle is checking on price at OSU and the session should be in January.  Michelle indicated it’s out of her hands now.

 

B)    Financial Aid Awareness Month

 

Question from Michelle:  Are we going to pursue that January is Financial Aid Awareness Month from the Governor’s Office?    Answer:  Lisa is requesting this.  We are asking for it to be February to coincide with College Goal Sunday (CGS).  Mary Lynn will pass on certificate once we get the information.

 

Side note from Mary Lynn for Suzanne Fahrer about a grant for participation for pro teams for publicity.

 

C)    Web/Privacy Policies

 

Betsy updated us.  An email was sent proposing guidelines.  The committee is asking for an approval so they can move forward. 

 

Mary Lynn asked about private invitations to members being sent through the OASFAA List-Serve.  This is different from us giving associate members a list of conference registrants.  Are registrants considered consumer information?

 

Jerry asked for clarification on first bullet of the proposal from the Ad Hoc Committee.  CGS chair (and others) should have access without going through the web chair.  The web chair would work with Paula and the web chair would control who contacts Paula so she knows our purpose and who to respond to and when.  Claudia mentioned that CGS, Conference and Outreach would contact Paula.  All emails from co-chairs and elected officials would go through the web chair for approval.  Michelle mentioned that we might have a “bottle neck” but the website needs cleaned up.  It could be a committee to minimize a delay.  The website currently has no clean up, but the web chair would perform those duties.

 

Can the items be date sensitive?  Betsy wants the guidelines to be settled soon so we can appoint a chair/co-chair.

 

Randy suggests that the chair be in alignment with the VP for Training because it’s a 2 year position.  This position offers consistency and works with CGS and other trainings such as outreach.  The VP for training would monitor the web.

 

Motion to accept the recommendation from Ad Hoc Committee.  Claudia moved and Randy gave a second.  All in favor and none opposed.

 

Job description for web chair will be put in P&P Manual. 

 

Betsy had additional information.  Privacy policy was passed out (MASFAA’s policy) with changes to make it appropriate for Ohio.  The president of MASFAA agreed to let us use this.  It needs to be out before the end of the year or one of our associate members has to pull their ads from our website.

 

Claudia moved to approve and Betsy gave a second.  Randy opposed and then withdrew his opposition.  Again, all in favor and none opposed.  Policy passes.  Randy will send this policy to Paula for posting.

 

Mary Lynn shared that Paula said we could have an associate member committee/list serve for a fee of $250 or download and sort by membership type.  Associate members wouldn’t use the list serve like FAA’s do.  Why would we pay if we can use it for free?  The chair will use their resources to complete the download.

 

Betsy should add to her document the purpose of the associate member list serve.

 

Claudia will update the job description of VP for Training to reflect web chair responsibilities.

 

Sandy asked if we add a statement to counselor website that they will only use the OASFAA information for the purposes of profiting.  Randy will check w/Paula and Betsy will update her policy.  Melony asked if counselors can still use the materials for printing.  The answer is yes because we’ll add a statement in a pop up box to give them permission.  Betsy will update the policy.  What happens if we catch a person who is misusing this information?  Mary Lynn said we wouldn’t necessarily take legal action and Claudia said it protects us.

 

Kim suggests that a group of people from different organizations meet to talk about policies.  e.g.  OCAN and OASFAA would be on the same page after meeting. Kim would like to have an afternoon for a meeting. ML said she is willing to represent OASFAA.  Claudia suggested that OCAN facilitate this meeting. 

 

D)    Private Counselors attendance at meetings

 

Private consultants have asked to attend guidance counselor workshops and conference.  Current policy is that they don’t attend and don’t use OASFAA materials for profit.

 

History from Mary Lynn:  In the 90’s a private counselor was investigated because she used OASFAA materials and training.  Wendell also shared a story from the mid 90’s from the North West Ohio area.  This man falsified information and used it against FAA’s to get families more funds.

 

The letter suggests these private consultants not attend, but we’ll let them come to the training.  Michelle suggested that we monitor it more.  Discussion was that OCAN is also struggling and using the information.  These people are using the free training and then using it for families for a charge.

 

Mayme confirmed that OCAN wanted to invite guidance counselors to their membership, but they aren’t because it was too hard to monitor.

 

These counselors can’t use anything with an OASFAA logo.  OCAN might do the same thing.  All distributed materials need to be marked.

 

Randy asked about the procedures for “stopping this.”  Randy brought up an issue that a person from Boston got an OASFAA membership.  Betsy said you have to check membership applications individually.  Those people become associate members because it’s difficult to determine who is real.  Should we have an “other” category for Exec to approve these applicants?  Mary Lynn will take a look at the membership application at the web. 

 

Michelle recommends that the High School workshops are only open to Access members and High School counselors.  Mary Lynn agrees.  Sandy will tell Tina that we will make a note for next year’s Outreach Committee. 

 

Sandy mentioned that Rehab counselors (BVR) also came to the counselor workshops.  They will probably still be invited because they are non-profit.  It was suggested that not all non-profit fit into this category.

 

Motion by Michelle to have a policy in the P&P about who can be a member and the review process.  Mary Lynn will talk to Mary Kay about this and vote on this in our next meeting.

 

Wendell asked a question on the logo not being used for profit agencies.  Gail encouraged us to watch the wording because colleges often say they are non-profit.  Randy says we don’t have one in the P&P.  Michelle and Wendell suggest that we check on the legalities and put it in the P&P (to be voted on in the next meeting).  We’ll also review the membership policy.  Melony suggested that we also check if NASFAA has a policy on private counselors attending training.

 

It was requested that OCAN be notified as well.  Kim would like OCAN to be informed so they’re on the same page.  Some of these private counselors are members of OACAC.

 

Sandy mentioned that our membership application has a statement that members will use the materials and information for the purpose assisting families (for free).  These counselors can get this information from ED websites.  This is mentioned in the letter that has been drafted.

 

II. Secretary’s Report                                                                        Emily Swain

                       

Notes were distributed.  No additional questions or corrections.

 

III. Treasurer’s Report                                                           Betsy Johnson

 

Reports were distributed.  Clarification on “return earnings” is a special balance sheet (get definition from Betsy) in other words our carry over.  No questions.

IV. Regional Representatives Reports

 

A.)  Northeast                                                 Jason Florack

           

Summary of activities:

The Northeast region had its second of five regional meetings for 05-06.  The meeting was held on Monday, November 7, 2005, was held at Mount Union College, and was sponsored by Student Loan Funding.  Including the presenters, sponsor rep, and myself, there were 24 people in attendance.  The agenda included presentations on 529 Plans offered by Roger Arenswald of Fifth Third Bank and Carl Spigelmeyer from Putnam Investments, credit scoring by Denny Montrella of Student Loan Funding, and “What an FAA is Obligated to Know About Tax Returns” as well as an overview of verification by Briget Jans of USA Funds.  I provided the attendees information regarding important upcoming dates related to OASFAA, such as upcoming regional meetings, Winter Conference, CGS, and the upcoming OCOG videoconference (whose date and location(s) were TBD at the time, and remain TBD as of the date of this Report).

 

Activities planned but not yet completed:

 

I have secured a date (Friday, February 17, 2006) and site (Baldwin-Wallace College) for our third meeting. The Need Analysis Committee will run their annual training sessions at this meeting.  I have also designated Friday, March 17 and Friday, April 14 as tentative dates for our region’s final two meetings.  I am also currently in discussions with several different possible host sites and presenters for these final two meetings.

           

B.)  Northwest                                                 Robin Belleville

 

Summary of activities:

     

October regional meeting:  Thursday, October 20 at Owens Community College, Findlay-area campus

 

Topics:

State/Federal update by Lawrence Matthews (Bluffton University) and Tina Coulter (BGSU)

 

Calculating a student’s remaining loan eligibility by Roger Eldridge (Student Loan Xpress)

 

Transitioning to a new campus mid-school year/tours of new campus by Gary Ulrich (Owens Community College, Findlay-area campus)

           

39 attendees

18 surveys completed for topic ideas for future meetings

 

Great turn-out, wide variety of schools represented.  Some attendees came right for MASFAA or OCAN conferences.  Nice site location.

 

November regional meeting:  Friday, November 18 at BGSU Firelands campus

      Topics:

                  Jeff Johnston, Sallie Mae Ohio, financial planning

                  Alan Hook, Student Loan Funding, conflict management

                  Tom Glanville, Identity Theft Solutions, regarding identity theft

      Attendees:    

20 attendees, 2 students came in to hear the ID theft presentation after asking if they could attend

      Wonderful discussion by all, great speakers

           

Activities planned but not yet completed:

February:  Needs analysis meeting

Who will handle RSVPs, food, arrangements, etc…?  I have the site confirmed, but am not sure how to proceed from here.

 

March:  speakers:  verification and tax returns:  what every aid officer should know (confirmed)   possible IRS representative from Toledo-area IRS office

            Consolidation (confirmed)

            Site:  still awaiting confirmation as of 11/21/05

           

April speakers: 

            Student retention (confirmed)

            Bankruptcy (tentative)

            Communication issues in the FAO (tentative 11/21/05)

 

Recommended discussion items for the Executive Committee:

 

What do we do in the case of a non-OASFAA member comes to speak at an event?  Do we pay them mileage, give them some sort of gift certificate as a token of appreciation, etc…?  I had a speaker come to the November regional meeting, and I’m assuming that his mileage was paid for by his company, and I gave him a gift certificate to a restaurant out of appreciation of him taking the day to travel to the site and present.  I have a speaker tentatively lined up for an April regional meeting that will be driving nearly 200 miles round trip (a professor at a college in our region/this is the closest meeting location to her of all of our regional meetings for the year), and I’m not sure what to do in that instance.  Should it just be left to the discretion of the regional rep to comp them out of their regional budget?  If so, what is an appropriate amount/item?

 

C.)  Southeast                                                 Jo Slade

 

The Southeast region held its first regional meeting on Wed. October 26th at Great Lakes Higher Education.  The meeting sponsor was Melody Ohalek with Student Loan Funding.  There were 27 people in attendance and the presentations on updates from the Outreach committee and Customer Service provided by Sallie Mae were well received.

 

7 new College Goal Sunday volunteers signed up at this meeting. 

 

The following are confirmed dates for the balance of my tenure:

January 25th - Columbus site - topics Reauthorization, NSLDS

February 24th - Theological Seminary - topic - Needs Analysis

April 21st - OU - Zanesville - topic - Consolidation

Speakers have been secured to cover the balance of the Southeast meetings.

 

Update at Meeting:

 

How many meetings can a non-member attend?  Answer is 1 but we can’t prevent them from attending.  Send any “problem members” to Kacy Duling.  She will follow up with an email.

 

Emily will send the document from last year’s reps to the current reps.

 

D.)  Southwest                                                            Doran Brock 

 

The Second Southwest Regional meeting was a success.  Anne Fischer (USA Funds) presented on Debt Management and Chris Simmerman (Sallie Mae) presented on Loan Consolidation. The meeting was sponsored by Student Loan Funding and it was held at the University of Dayton. 

The second Southwest Regional meeting was held on November 30th at the National Underground Railroad Freedom Center. The meeting is being sponsored by US Bank. The attendees received a personal guided V.I.P. tour and toward the end they were able to dialogue about what they had seen and how it affects everyone in a work environment.

Activities planned but not yet completed:

The third Southwest Regional Meeting well be held at Edison Community College on February 17, 2006. We will be doing Need Analysis training. This Regional meeting will be sponsored by AES.

V. Executive Committee Reports

A.)  VP for Training                                        Randy Ulses 

 

1.)   Support Professional Committee

 

Summary of activities:  Support Professional Workshops were held in each of the 4 regions on November 3rd and 4th.  Presentations were given on Alternative Loans, Basics of Verification and Managing the Front Lines Effectively and were well received based on the evaluations.  The day included breakfast snacks and beverages, and lunch.  Attendance was as follows: Davis College 26, Edison Community College 29, COTC 38, and Lakeland Community College 26.  The workshops and door prizes were sponsored by Chase.      

 

Activities planned but not yet completed: Support Professional of the Year award.

 

2.)   Need Analysis

                 

            Summary of activities:

 

The Committee has had two meetings since the last Executive Meeting and activities are underway for both the winter conference and regional training sessions.  The committee has prepared three sessions, including History and FAFSA Updates, Tables and easier Hand Calculations, and Tables and more difficult Hand Calculations.  Documents were sent to the printer on November 18.  Printing should be complete in about a week.

 

Carmen, Kim, and Pamela Hughes presented a session on Need Analysis to a group of approximately 50 attendees at the OCAN Conference in Columbus on October 19, 2005, which was well received.

 

Activities planned but not yet completed:

 

1.      The committee and any who wish to help will put binders together the Tuesday before conference in the Cardinal Room at the hotel. 

2.      Regional Training Sessions and sites have been confirmed in both the Northeast and Northwest regions.  We are still waiting on site confirmations for both the Southeast and Southwest regions.  All dates and sites should be finalized by the end of conference.

 

Recommended discussion items for the Executive Committee:

 

We are curious as to who will pay for the regional training sessions?  Are we to split the bill with the regional reps?

 

Update at Meeting:

 

Who will fund the Need Analysis session at regional meetings?  Need Analysis will fund that meeting.  Note by Emily for 2006-2007 Regional Rep Budgets:  Regional reps need to say that they only had to fund 4 meetings due to help from Need Analysis Committee.

 

3.)   NASFAA Training

 

Summary of activities:

 

Training topic:  Administrative Capability: Campus-Wide Compliance covering issues related to student consumer information, campus-wide information-sharing requirements, and coordination and development of campus-wide activities impacted by Title IV

 

Trainers:  Frances Robbins, The Ohio State University, and Cindy Hahn, Ohio Dominican University

 

Fall conference training to be offered in 3 sessions on Thursday and the final session on Friday morning.

 

Activities planned but not yet completed:

 

Closing in on date and location for post-conference training drive-in in February in Columbus

 

Update at Meeting:

Dates are changing in February, and we have 100 packets for this year’s training.  We will sell last year’s packets at conference.

 

4.)   Outreach Committee

 

5.)    Early Awareness Committee

 

Summary of activities:  Committee met in October and November to finalize the “Are You Getting the Message” program.  Three committee members presented at the OCAN Conference in October. 

 

Activities planned but not yet completed:  Get program information on OASFAA website and send letters to all Ohio middle schools.  Also will train volunteers at Winter Conference during session on Wednesday 2:15 – 3:30 pm. 

 

Recommended discussion items for the Executive Committee:  Review program and middle school letter for approval.  Discuss budget and/or sponsorship. 

 

Recommended action items for the Executive Committee:  Need approval for program and middle school letter. 

 

Update at Meeting:

 

The committee has been working for a year on a presentation for middle schools to use for early awareness.  Volunteers (30 at this point) would give this presentation during the spring of 2006.  Tasha is seeking approval from the Exec Committee for the letter.

 

The source of mailing list is from “I Know I Can.”  Kim requested that we send it to Access members also.  They’ve updated the session from last year’s conference.  GearUp through OCAN has 8 schools.

 

Mary Lynn suggested they use the OASFAA PPT template.  Mayme recommended that OCAN’s website be added to the final slide. 

 

The letter can be sent to Middle Schools.

 

6)     College Goal Sunday Committee

 

Update at conference: 

Budget to date is approximately $40,000, $6,000 for material design at Kent State University, and $600 for photography.  They purchased pennants instead of using banners which costs $2500.  Additional booklets can be received from Jerry or Greg to get to sites.  Jerry will ship them or members can pick them up at the CGS table.

 

High Schools were mailed 2 CGS posters and 100 CGS brochures.  Note for next year:  Get a fantastic mailing list for HS and/or Charter schools and branch university campuses and improve the website.  Mayme said that OCAN is working with ED to get Ohio school names.  She will share the list with OASFAA.

 

$10,000 was spent on “Save the Date Tickets” and $150-200 on miscellaneous items.

 

CGS volunteer sheets are in the conference programs.  CGS volunteers will have a CGS ribbon to indicate they are a volunteer.  Volunteers can wear school attire.

 

CGS Registration:  As of December 7, 2005, 10 student participants have registered and 203 volunteers signed up.  Jerry will use roster from HS guidance counselor workshop for a mailing announcing the site is up and running.

 

The committee is meeting with site coordinators at 2:15pm during winter conference.  They will cover topics such as press releases, publicizing the event, and CGS CD’s that includes PPT presentations for online and paper FAFSA completion, agenda for the meeting, and the announcements/sponsorship appreciation.

 

Materials for CGS event should be CGS sponsored and not an outside event.

Claudia commended them on the website, budget, the materials, and the teamwork for the event.

B.)   VP for Conferences                                           Angela Johnson

 

1.)   Corporate Development

           

Summary of activities:

 

For Winter Conference 2005 we have 18 sponsors, 19 Ads and 39 exhibitors for a total dollar commitment of $45,400. Originally we thought that only 38 exhibitors would fit in the Pavilion tent but the Marriott has assured us it will accommodate 39. Breaks will be held in the Foyer close to the Vendor area. Email went out to the Sponsors/Exhibitors with the registration list as of 11/22/05.

For General Sponsorship Opportunities we have 14 vendors for a total dollar commitment of $18,000.

 

Activities planned but not yet completed:

 

Vendor signs to direct attendees to vendor area. Signage for new vendors or name changes. PowerPoint scroll down of Sponsor names to provide acknowledgement during general sessions. Vendor table packets with conference information including shipping, raffle instructions, associate member breakfast, President reception, Wednesday Night Entertainment drink vouchers, hospitality/storage area available and of course Thank You. Tuesday December 6th determine vendor table location with VP Conferences. Follow-up items for hotel with VP Conferences. 

 

      Update at Meeting:

 

General Sponsorship = $20,400 and 45,400 for winter conference for a total of $65,800.

 

2.)   Professional Development

 

Summary of activities:

We have finalized our session for Winter conference.  We will are responsible for 2 sessions which will focus on Effective Communication and Dealing with the Stress of the Office and Holidays.

 

Activities planned but not yet completed:

 

We will be focusing our efforts at conference in adding some people to our committee and also we will begin our planning process for sessions at Spring conference.

 

3.)   Conference

 

a.)   Site

 

Summary of Activities: 

 

On October 31, 2005 met with Angela Johnson, Mary Lynn Perri, and Claudia Wenzel to discuss responsibilities of the Site Chair.  Angela and I made the room assignments for all sessions.  On November 4, Angela and I had a telephone conference call to plan the meals and breaks.  On November 21, met with Cindy Anderson at Marriott for a final walk through of the hotel.  We viewed the rooms again and determined that some revisions were needed to accommodate the session attendees.  We finalized the location of the Registration, breaks, storage area for Need Analysis committee, storage area for vendors, and placement of easels and signs.

 

On November 23, I sent an email to the moderators so they could confirm the AV equipment that was requested.  

 

Frances is working on the moderator packets and will make all the necessary copies for the packets.  I am working on the signs to be posted by each session door.  I plan to purchase the flip charts and markers need and make the copies of the restaurant list for the packets.

 

Frances and  I plan to have a telephone conference on November 28 to review the equipment loaner list and determine if we need to request more equipment.

 

Attached are copies of the AV request, AV loaner list, and Marriott rental request.

 

AV Loaner List

 

Equipment

School/Organization

Contact Person

Laptop, LCD Projector

Kent State University

Jeannette Jones

Laptop, 2 LCD Projectors

Overhead Projector

Ohio State University

Frances Robbins

Laptop

OASFAA Outreach

Sandy Gilbert

Laptop

Bowling Green

Gail Houtz

Laptop, LCD Projector

OASFAA

Randy Ulses

LCD Projector

Steve England

Steve England

 

Interest Session AV Requests

 

OASFAA 2005 WINTER CONFERENCE

INTEREST SESSIONS AUDIO VISUAL REQUEST

 

NOTE:  Basic* set up is draped media cart, screen, and floor podium.  Microphone is not provided (must be requested).

 

Wednesday, December 7

10:45 am – 12 pm

Interest Session

AV Needs

 

Effective Communication

LCD Projector

Gold Medal Speaker

Laptop, LCD Projector

Do More With Less

Basic*

Access Through Scholarships

Laptop, LCD Projector

FISAP/Campus Based Funds

Laptop, LCD Projector

Leadership – Passing the Torch

None

 

 

Wednesday, December 7

2:15 – 3:30 pm

Interest Session

 

AV Needs

Default Prevention – 4 yr Public

LCD Projector, Lapel Microphone

Default Prevention – Career

LCD Projector, Lapel Microphone

Early Awareness

Laptop, LCD Projector

Cyber Service

Basic*

Alternative Loans

Basic*

College Goal Sunday Meeting

Laptop, LCD Projector

 

 

 

Wednesday, December 7

4:00 – 5:15 pm

Interest Session

 

AV Needs

Default Prevention – 2 yr

LCD Projector

Default Prevention - Private

LCD Projector, Lapel Microphone

OCAN

LCD Projector

Non Traditional

Basic*, Overhead Projector

New Member

Basic*

 

 

Thursday, December 8

10:30 – 11:45 am

Interest Session

AV Needs

 

Conflicting Information

Basic*

Mentoring:  Creating Winning Team

Overhead Projector, Flip chart, easel

Academic Progress

Basic*

NASFAA Training

Laptop, LCD Projector

Veterans

Overhead Projector

OCOG Update

Laptop, LCD Projector

 

 

Thursday, December 8

1:45 – 3:00 pm

Interest Session

AV Needs

 

NASFAA Training

Laptop, LCD Projector

Professional Judgment

LCD Projector

Seven Secrets

Overhead Projector, Flip chart

College Advantage

LCD Projector

New Aid Managers

Basic*

Leadership – Part 1

Overhead Projector, Flip chart, easel

 

 

Thursday, December 8

3:15 – 4:30 pm

Interest Session

AV Needs

 

NASFAA Training

Laptop, LCD Projector

Consortium Agreements

LCD Projector

Get in the Game

Basic*

School Website

Easel, Laptop, LCD Projector

Student Retention

Basic*

Leadership – Part 2

Overhead Projector, Flip chart

 

 

Friday, December 9

8:30 – 9:30 am

Interest Session

AV Needs

 

NASFAA Training

Laptop, LCD Projector

Need Analysis

Basic*

Selling Yourself, Needs of Your Office

Easel, Basic*

Planning Retirement

Basic*

Electronic Resources

Basic*

Leadership (9:15 am)

Laptop, LCD Projector

 

 

Friday, December 9

9:45 – 11:00 am

C.)  Interest Session

AV Needs

 

Need Analysis

Basic*

Ohio Ethics

Basic*

Federal Work Study

LCD Projector

Help Your Students

LCD Projector

Financial Aid Night Programs

Basic*

 

 

Friday, December 9

11:15 am – 12:30 pm

D.)  Interest Session

AV Needs

 

Need Analysis

Basic*

Leadership Secrets of Santa Claus

Basic*

Distance Learning

LCD Projector

Student Eligibility

LCD Projector

Management Fads

LCD Projector

 

 

OASFAA 2005 WINTER CONFERENCE

AUDIO VISUAL RENTAL FROM MARRIOTT HOTEL

E.)  Wednesday, December 7

 

F.)   Time

Equipment

Room

8:00 am

5 easels

Foyer 1

10:45 am – 5:30 pm

Basic AV carts draped, screen, floor podium for all rooms

Cardinal

Salon A

Salon B

Salon C

Salon E/F

Ballroom I

Ballroom II

12 noon – 2 pm

Tabletop Microphone w/podium, lapel microphone, 3 easels, 2 large screens, extension cord, power strip, AV cart draped,

Ballrooms III and IV

2:15 pm – 5:30 pm

Basic AV carts draped, screen, floor podium for all rooms, 2 lapel microphones for Salon B/C and Salon E/F

Salon B/C

Salon E/F

 

 

3:30 pm

1 easel, 3 - 4 tables

Foyer 2

5:15 pm – 6: 30 pm

1 easel, floor podium and microphone

Buckeye

6 pm

Dance floor set up

Ballroom I

6 pm

Cash Bar set up, 4 easels, table podium w/ microphone

Ballrooms III and IV

 

OASFAA 2005 WINTER CONFERENCE

AUDIO VISUAL RENTAL FROM MARRIOTT HOTEL

Thursday, December 8

 

Time

Equipment

Room

7:30 am

5 easels

Foyer 1

8:00 am – 10:30 am

1 easel, table podium w/microphone, lapel  microphone, 2 large screens, extension cord, power strip, basic AV cart draped

Ballrooms III and IV

10:15 am

1 easel

Foyer 2

10:30 am –

5:30 pm

1 easel for Salon B/C;  Basic AV carts draped, screen, floor podium for all rooms

Salon A

Salon B/C

Salon E/F

Buckeye

Ballroom I

Ballroom II

11:45 am – 1:30 pm

Large screen, table podium w/microphone, 2 easels, extension cord, power strip, lapel microphone, basic AV cart draped

Ballroom III and IV

1:45 – 3 pm

Basic AV cart draped

Buckeye

3:00 pm

1 easel, 3 – 4 tables

Foyer 2

 

b.)   Program

 

Summary of activities:

 

Printed folders for outreach and program has been printed and received.  The folders are being mailed to each of the outreach sites prior to the event.  It is possible with the large numbers attending conference that a reorder may have to occur.  1500 were originally ordered.

 

Postcards were printed, received and mailed with conference information.

 

The online program has been uploaded to the OASFAA website.  It was delayed slightly due to session changes, late responses etc.

 

The quick reference card and paper program are almost complete and going to the printers on November 28.

 

Activities planned but not yet completed:

 

The hotel attraction sheet will be copied and included in the folders for conference.

 

Recommended discussion items for the Executive Committee:

 

Possible increase in folder orders due to larger numbers attending conference and the outreach program

 

c.)    Entertainment

 

Update at Meeting

 

LeeAnn and John are selling raffle tickets for the Katrina victims.  There will be an Olympic contest between the regions of OASFAA.

 

Drink tickets can be purchased by the vendors at the front desk.  Soft drinks are complementary.

 

d.)   Registration

 

e.)   New Member/Mentor

 

Update at Conference:

New members will be at the president’s reception.  There are 110 new members.  Bingo cards will be turned in to the registration table and they will receive a gift bag.  A spring conference registration is the grand prize – taken from her budget.

 

f.)      Leadership

 

Summary of activities:

 

Leadership Class will be at conference with 19 participants. This is down from the 23 we thought we would have at the Retreat. We had 3 additional folks decline acceptance at the last minute due to work conflicts and 1 person took a job with GLHEC right after the Retreat and thus became ineligible. (See conference program for names)

 

Planned for the Conference sessions for committee and for Leadership Participants. We have some great sessions and presenters as well as a Leadership Panel planned!

 

Activities planned but not yet completed:

 

                  Determine precise format of spring conference leadership sessions/track.

C.)  President-Elect                                      Claudia Wenzel

1.)    Nominations Committee

 

Nomination forms will be handed out for 06-07.  Suggestions from chair persons  for nominations should be given to Claudia.

2.)    Finance Committee

3.)    Research

4.)    College Goal Sunday Corporate Development

 

Summary of activities:

 

Our committee (getting smaller every day), has split up a list of major corporations from which we hope to obtain grant money.  We have tried to schedule a meeting and have been unsuccessful thus far.  As a result, we are planning to meet at Winter Conference in hopes of a more solid game plan for securing outside funding.

 

They will meet during conference to discuss a list of corporations to pursue for donations.

 

Ask for 2007 site commitment during spring 2007 conference.

 

D.)  Past President                                       Wendell Schick

 

1.)   Association Governance Planning

 

2.)   Membership

 

Summary of activities:

 

There are currently 937 members.

 

Activities planned but not yet completed:

 

Going to be sending out letters to MASFAA and NASFAA members that are not members of OASFAA asking them to join.

 

Recommended discussion items for the Executive Committee:

Do we want a survey sent out with the above mentioned letters?

 

3.)   Communication

 

Summary of activities:

 

Fall Gazette is completed & will be online shortly. 

 

Activities planned but not yet completed:

 

·        3 more editions of the Gazette

·        Ad Hoc Committee determining appropriateness of vendor information & developing policy

 

4.)   Regulatory Committee

 

a.)   State Issues

 

We have been unsuccessful in obtaining a site for the OCOG Video Conference in November.  Charles and staff from OBR will be presenting a General Session, followed by an Interest Session, at the Winter Conference.  His presentation will be available on the OASFAA website for members unable to attend.  We have been trying to schedule a Video Conference for the second week in January at BGSU - those plans are still pending.  In the meantime, Charles is making arrangements with a site on the OSU campus (!) for additional video conferences.  He has asked me to participate in the practice session.  He will inform me of the rest of the details once they are known, including whether we should continue to pursue the BG site. 

 

I would like to discuss the Governor's Proclamation for January as Financial Aid Awareness Month.

 

b.)   Federal Issues

 

c.)    Reauthorization Issues  

 

Lisa has drafted a letter (modified from Michigan and MASFAA) regarding reauthorization.  They are seeking input and suggestions.

 

NASFAA has a house/senate comparison on their website.  Mary Lynn reminded us that we should be general in the campus-based funds.  e.g.  “maintain funding”  The letter will be sent to membership for them to use as well.

VI. Liaison Reports

 

A.)  OBR                                                          Charles Shahid

 

B.)  Great Lakes                                             Lee Harrell

 

ED is here to discuss default prevention.

 

C.)  OCAN                                                       Mayme Patthoff                                                        

Mayme is excited to be here and to have a table set up.  Oct 25-27,2007 is the tentative date for next year’s conference.

 

VII. Old Business

VIII. New Business 

 

Jerry suggested that someone clean out the “closet” at GLHEC.    ML will take care of this during the next exec mtg.

 

Next meeting is:  February 3, 2006 (conference call)

 

Motion by Randy and second by Claudia.

 

Meeting was adjourned at 11:22.