OASFAA Executive Committee Meeting Agenda

Great Lakes Higher Education Corporation, Columbus

September 21, 2007

 

Pamela Arrington

Mary Arter Bell*

Amy Baker*

Ginny Biada                 

John Brown*

Greg Carlo*

Mike Clouse

Laura Cruse*

Bev Dalheim*

Jeff Daniels*

Deb Divers*

Roger Eldridge*

Kristy Elton*

Steve England

Carrie Euype

Ann Marie Gruber*

Greg Guzman*

Jennifer Hayes

Timothy Hewitt*

MorraLee Holzapfel*

Gail Houtz*

Pamela Hughes

Angela Johnson

Betsy Johnson*

Karen Kopp

Scott Lehman*

Jesseca MacDonald

Marty Maliwesky

Lawrence Matthews*

Tasha McDaniel

Sam McGuire

Amanda McPherson*

Matt Moore

Andrea Morrow*

Kim Nash-Yore*

Melony Ohalek

Mary Lynn Perri*

Francis Robbins*

Tammi Sawyer

Wendell Schick

Carmen Sears-Edwards*

Sam Selvage*

Charles Shahid

Sonia Slomba

Stephanie Sutton

LaToya Sykes

Karen Tijanich*

Lee Ann Timmerman*

Andrea Tracey

Randy Ulses*

Ralph Walker

Claudia Wenzel*

Cheryl Willard

Carrie Wissinger

Kristy Zende

 

 

 

 

 

 

I.  Announcements and New Business                             Amy Baker

We are happy to see Ann Marie here with us today after being out for medical leave.  Andrea Tracey was in a bad car accident and had bad concussion, still off work.  OCAN conference was great, Amy attende along with over 300 other attendees, great speakers, great mix of access people, financial aid, etc.  College 101 has full page save the date college goal Sunday add. 

 

II. Old Business

 

A.      P&P update

Four committees not represented in P&P, chairs wrote up descriptions to include.  Please everyone read the descriptions and communicate to Mary Lynn if there are any changes or additions to the descriptions as written.  Suggested by Betsy to not be specific on the New Member and Leadership description about conferences to insure that there are no questions about what we are required to do.  Lawrence suggested making the changes in the Early awareness program generic, vs specific to “Are you getting the Message”, to maintain early awareness curriculum.  Changes to CGS Corp Support by Claudia to include grant reporting and completion and organizing donations from organizations across the state.  Motion will be made at the next meeting for acceptance.  After Mary Lynn and Betsy look over and revise finally. 

B.      Website Update

Randy has been working with Paula at ATAC to implement new database and get to the look that we are looking for.  We don’t want to rush into the look in order to get it up for winter conference.   Membership is an issue.  Randy is wanting to get to the point where the website will recognize is someone that is registering for conference and not a member, it will prompt for membership for that one year and the next too if possible.  This could create a problem with budgeting for the membership budget line.  Discussion followed.  Possibilites were discussed with quick books to make this possible.  This could be better for someone that is required to buy membership with conference.  Membership is not clean as it is b/c the membership year does not follow the fiscal year.  Is there a memo that goes out to the list serve that describes how and when to do membership?  This was suggested by Lawrence.  Database will allow someone who signs up for conference and membership at the same time and then has to withdraw from conference, and gets refund for conference, they will still remain a member, currently this does not happen.  Does it need to be considered to change year back to academic year?  However, we are going to be on the same cycle as MASFAA, due to them changing to calendar year.  We need to be cognizant of fact that when someone buys winter conference registration they are only buying that years membership.  Then we need to think about the fact that membership expires on December 31st so in January when they can buy the new year they are already a non member at that point.  So if we send reminders to list serve, not everyone gets memo b/c they are no longer a member.  More discussion followed.  Renewal email should go out in December so that everyone is still on list serve.  Suggestion to introduce a member/nonmember fee for conference was made.  Discussion followed.  Many issues still to be resolved for this.  Lawrence stated, “We seem to be penalizing the new members, we should be trying to get new members to come to OASFAA not discouraging the addition of new members.”  So do we give the last quarter free to new members as a bonus with the next year’s registration.  Can our system handle this?  This is what it does currently.  Amy likes Claudia’s idea of the nonmember conference fee and the member fee.  This issue needs to be diverted to a subcommittee for resolution suggested by Randy Ulses.  We have had this issue for very long time.  We need to have the correct people to look at this issue as a whole and bring a recommendation back to the table for discussion and approval. 

 

Menu redesign for website handout was given to illustrate proposed changes.  We use this site differently than the parents/students/ etc do, the proposed changes will hopefully streamline the website so it is more user friendly for whole membership and public that will use website.  Discussion of changes and etc followed.  Clarification followed of items that committee was unsure of.  We all agree that Randy’s suggestion for redesign of navigation bars, etc is good and he will go with the changes.  

 

Proper use of list serve was discussed again, we want to have an “I agree” clause that people have to agree to before subscribing to list serve.  There have only been two violations and since there has never a policy in place, we could not do much about this.

Tomorrow is Carrie’s Wedding…CONGRATULATIONS!

 

C.      Membership Update

D.      Corporate Support update

Suggested by Greg Carlo to look at possibility of including two registrations with top levels of donor levels.  Discussion followed.  Fiscal responsibility of organization needs to be looked at b/c we are only asking for one donation.   We need to be careful that if members are donating a higher level that we are still able to show what they are getting for what they give to the organization.   Discussion followed regarding levels and what they will get for each donations and is there still money available to donate.  If we are making changes to the donation amounts and tiers, we need to make sure that the association is very aware of the amounts that other committees are spending.  Suggestions for adding exhibit fee and fee for advertising separate.  Suggested for changes to amounts of levels and what you get for each level.  Donor issue changes will be changed and posted for conference. 

 

III. Secretary’s Report                                                     Amanda McPherson

            Minutes from last two meetings need to be reviewed and approved, and I will post to website.  Kim Nash Yore motioned, Scott Lehman seconded, and motion was carried.  Betsy Johnson motioned and Claudia Wenzel seconded the July Meeting and the motion was carried.  Thanks to Jennifer Hayes for getting agenda ready for today’s meeting.

III. Treasurer’s Report                                                     Debralee Divers

            See Attached, no additions.

IV. Regional Representatives Reports

 

A.)    Northeast                                                    Tammi Sawyer

 

Summary of activities:     Attended Executive Meeting July 27th.  Emailed NEO Oasfaa members inviting them to attend the first regional meeting

 Activities planned but not yet completed:

October 4th -1st regional meeting – Federal and State Updates, host site: The University of Akron – Simmon’s hall auditorium, when: 9:30 – 2:30, lunch: TLC Catering, presenters Ohio Board of Regents – State updates and Great Lakes – Federal updates

November 8th- 2nd regional meeting – Professional Support, host site: The University of Akron – Simmon’s hall auditorium, when: TBA, lunch: TLC Catering

January 24th -3rd regional meeting – Needs Analysis, host site: Oberlin College, when: TBA, lunch: TBA, contact: Karen Tijanich 440-775-5258

April 4th - 4th regional meeting, host site:  Lakeland Community College, when: 9:30 – 2:30, lunch: Breaker’s dining services - $8.00 per person, contact: Bev Dalheim 440-525-7071               

 

B.)    Northwest                                                    Gail Houtz

 

1.       Summary of activities:

            I have selected dates, & sites for three of four regional meetings for the year. I have taken careful consideration in hosting our Regional Meeting locations at one of each of the following types of Institutions (Public, Private, Technical and Community College) in Northwest Ohio. Emails were sent to the NW Region and announcements of meeting dates and times were shared with the region by email as well. Topics from surveys submitted were reviewed and considered in the selection for the agenda.

 

            Our first Regional Meeting will be held at Bowling Green State University Friday, October 5th 9:30 am-3:00 pm where we will host Charles Shahid from OBR for the morning session with state updates. The afternoon session will be comprised of two training sessions: Kim Jeffers of PNC Bank will present “Advanced FAFSA”, and “Leading to Ethics-Ten Leadership Strategies for Building a High-Integrity Organization” will be presented by Tom Sharp of TG. Lunch will be provided in the Bowling Greenery Restaurant in the Union.

 

      Our Friday, November 9th meeting will be held at University of Northwestern Ohio in the Museum area where the Support Professionals agenda will be presented.

Topics for that meeting have been set:

* Time Line of Current Events in the Financial Aid Industry

            * Ethics in the Workplace

            * ABC's of Loving your Job

            * NSLDS overview

·         Personality Color Profile

Lunch will be provided by the Support Professionals Committee from Olive Garden.

 

Our last Regional Meeting of the year will be hosted by Bluffton University on Tuesday, March 25th where we will have a picnic lunch and be able to take in a Bluffton Baseball Team Double Header (after training of courseJ). Thanks to Lawrence for the awesome idea.

 

2.       Activities planned but not yet completed:

            The February Needs Analysis /(regional) meeting will be coordinated with that committee.

 

C.)    Southeast                                                   Jeseca MacDonald

Summary of activities:

      None

 

Activities planned but not yet completed:

      1st Regional Meeting – Tuesday October 9th - Central Ohio Technical College

      Ohio Board of Regents

      Outreach (tentatively)

 

      2nd Regional Meeting – Thursday November 8th – Great Lakes

      Support Professionals

 

      3rd Regional Meeting – February

      Needs Analysis committee

 

      4th Regional Meeting - April

 

D.)    Southwest                                                   Laura Cruse

                                   

Summary of activities:

      First Regional Meeting:         OBR Training and Updates

      Location:                             The College of Mount St. Joseph—Corona Room

      Date:                                  Wednesday, October 3, 2007

      Time:                                  9:30-2:30

      Lunch:                                Corona Room—Side Entrance--$6.00 a person

 

      Second Regional Meeting: Support Professional Committee

      Location:                               Antioch University McGregor

      Date:                                    Friday, November 9, 2007

      Time:                                    TBA

      Lunch:                                  TBA

      Contact:                                Tim Hewitt and Kathy John

      Topics:

            Time Line of Current Events in the Financial Aid Industry

            Ethics in the Workplace

            ABC's of Loving your Job

            NSLDS overview

            Personality Color Profile

 

      Third Regional Meeting:        Needs Analysis—February

 

      Fourth Regional Meeting:      TBA--April

 

Activities planned but not yet completed:

      Presenters and topics are being finalized for the afternoon session of the October meeting.

 

V. Executive Committee Reports

 

A.)    VP for Training                                                   Kim Nash-Yore

Two NASFAA trainers are underway with training through the web.  NASFAA training is February 1st at Franklin

 

1.)     Support Professional Committee                         Karen Tijanich

 

Summary of activities: 

      Workshop dates and locations.

·         Thursday, November 8th – NE at University of Akron

·         Thursday, November 8th – SE at Great Lakes

·         Friday, November 9th – Northwestern

·         Friday, November 9th – Antioch

 

      Topics and presenters are set.

·         Current Events Timeline – John Brown (NE & NW) Roger Eldridge (SE & SW)

·         Loving Your Job – Terry Everson (NE & NW) Stacey Evans (SE & SW)

·         Ethics in Workplace - Terry Everson (NE & NW) Stacey Evans (SE & SW)

·         NSLDS Update - John Brown (NE & NW) Roger Eldridge (SE & SW)

·         Color Personality - Terry Everson (NE & NW) Stacey Evans (SE & SW)

 

Activities planned but not yet completed:  Our next meeting will be a conference call on Monday, September 17th at 10am.  We will discuss further details about the workshops. 

 

1.)     Need Analysis                                                     Pam Hughes    

           

Summary of activities:

            None at this time.

 

Activities planned but not yet completed:

      Meeting Dates for Committee:

      Second-September 18, 2007

      Third-October 25, 2007

      Fourth-To Be Determined

 

      Regional Dates for Workshops:

      Northwest—January 17, 2008

      Southwest—January 17, 2008

      Northeast—January 24, 2008

      Southeast—January 24, 2008

 

      Please let Pam and Greg know the locations for these meetings and they will provide the food. 

 

2.)     NASFAA Training  Feb 1st at Franklin

 

3.)     Outreach Committee                                            Bev Dalheim

 

Summary of activities:

The committee wrapped up the Articulation Workshops last week.  For the first time OACAC gave OASFAA time during the opening session to provide financial aid information, and two sessions during the workshops for updates.  The committee worked on two separate presentations, the opening offered updates on the initiatives of the governor and federal government.  The second offered more specific financial aid review and updates.  The counselors were encouraged to attend our Counselor Workshops in November.  We had very good attendance at the sessions. 

Miami Campus---September 11

Chuck Kneplfe                      Miami                     Opening Presenter

Ellie Houde                            Miami                     Presenter

OSU Campus--September 12

Michele Wade                      OSU                        Opening Presenter

MorraLee Holzapfel             NCAN                    Presenting

CSU Campus--September 13

Walter Ventrice                    CSU                        Opening Presenter

Bev Dalheim                          LCC                        Presenting

BGSU Campus--September14

Greg Guzman                         BGSU                     Opening Presenter

Lawrence Matthews            Bluffton                 Presenting

 

It was truly a team effort in putting together the presentations and with other OASFAA members volunteering to assist with the presentations and at the OASFAA college fair table.  I know it was appreciated by those in attendance.

 

Sunday and Monday of this week (Sept. 16/17) OASFAA had an informational table at the OCAN conference.

 

Activities planned but not yet completed:

Honda Fair days have been arranged with volunteers.

Honda Fair Days: 

Wednesday, October 3, 2007 Marysville Location

                Wednesday, October 10, 2007 Anna Plant

                Wednesday, October 17, 2007 East Liberty Plant

 

Regional meetings—we are working with the reps to be in attendance at their upcoming meetings and offer a presentation or simply to provide information and answer questions.

                NE – Tammi Sawyer, University of Akron, Oct. 4

                SE – Jeseca MacDonald, COTC/OSU, Oct. 9

                NW – Gail Houtz, BGSU, Oct. 5

                SW – waiting to hear from Laura Cruse

 

Attached is the list of Counselor Workshops sites and dates.        

 

Our next meeting is September 28. 

 

 

           

5.)     Early Awareness Committee                               La Toya Sykes & Andrea Tracy

Summary of activities:

      We held our first committee meeting on August 14th  at 10:00 a.m. at Great Lakes.  This meeting was geared towards brainstorming on new ideas and possible projects as well as drafting committee goals for 2007-08.

      We also discussed meeting format for convenience of committee members to allow for as much participation as possible.  We concluded that we will conduct as many meetings via conference call as possible for the scope of our work to be handled.

 

Activities planned but not yet completed:

      We’ve made some slight updates to the presentation that we plan to get incorporated in the online version.  We also plan to send an email out on OASFAA list serve to get volunteers to present the presentation at middle schools as needed.

 

6)    Web Manager

 

B)                                                   VP for Conferences                                  Ann Marie Gruber

TEAM OASFAA is the theme for conference general sessions are planned, Very dynamic speaker for opening session.  Jamie Malone can’t attend Angela Smith is coming, still working on governor.  Fingerhut can’t come.  Please let us know if you can donate use of AV equipment.

1)       Professional Development                       Frances Robbins

We will have a conference call meeting the week of Sept 24th.  Also working on 2 PD sessions for winter conference.  And closing session.  Theme of Team work. 

 

2.)     Conference

 

a.)     Site                                                            Pam Arrington

 

 

b.)     Program                                          Lee Ann Timmerman

The program committee is currently designing the postcard for Winter Conference 2007 as well as creating the printed program.  Keeping in mind the theme of OASFAA TEAM “Together Everyone Accomplishes More.”  Sessions descriptions are being received by our committee currently for the program. 

Several proofs for the folders that are used for the Outreach Committee and Conference will be provided at the Exec. Meeting for a consensus of which one will be printed.

 

                        c.)Entertainment                                    Carmen Sears – Edwards and Angela Johnson 

 

Summary of activities:  Conference Call, August 31, 2007

Roll call: Carmen Sears, Angela Johnson, Jennifer Gates, Katie Bontrager, Ann Marie Gruber

 

  • Send out entertainment announcement tentatively the week of October 11, 2007 (after conference announcement)
    • “OASFAA Has Talent”
      • Request for performers
    • Game Night
      • Volunteers to bring in games
  • November 16, 2007 deadline for “OASFAA Has Talent” applications
  • December 5th    Wednesday night entertainment – Variety Show
    • 6:30pm – 11:00pm Cash bar
    • 7:30pm to 8:45pm “OASFAA Has Talent”
    • 9:00pm to 9:45pm DJ and dancing
    • 9:45pm – 10:15pm “Singing Bee”
    • 10:15pm – 11:00pm DJ and dancing

 

  • December 6th Thursday night entertainment – Game Night
    • Buckeye Room
    • 6:30pm – 11:00pm Cash bar, snacks, music
    • Game stations
      • Card games
        • Poker
        • Texas Hold Em
        • Etc.
      • Scrabble
      • Dance Revolution
      • More TBD
    • 8:00pm to 11:00pm
    • Sign up at registration table

 

  • Charity event
    • Regional competition to collect the most (four boxes for collection at the registration table) – awards will be given out at Thursday’s luncheon
      • Board games
      • Toiletries

 

Activities planned but not yet completed:

Next Meeting

    • Conference call September 20, 2007
    • Meeting September 28, 2007

 

c.)     Registration

 

3.)     Leadership                                            Jennifer Hayes/Mike Clouse

Summary of activities:

                                                           

a.       2007-2008 Leadership Class has been selected.  We have a total of 18 candidates.   

b.       2007-2008 Leadership Class Workshop date has been set for Friday, October 12, 2007 at Great Lakes Higher Education in Columbus.  

c.       Leadership Committee had a conference call on August 2 and planned the one-day workshop activities for the upcoming class. 

 

Activities planned but not yet completed:

Final plans in place for the workshop and getting ideas for the winter conference.

 

4.)     New Member/Mentor                             

Summary of activities:

Emailed interested committee members. We were waiting to schedule our first committee meeting until we know who will definitely be on the committee and have a theme from Conference Planning. 

 

 

Activities planned but not yet completed:

      New Member Packets

      Recognition of new members

      Phone calls to new members as they register

      Email existing members welcoming new members

Follow up with new members a year later to see solicit feedback on new member/mentor program

      Create a “new financial aid professional track” for winter conference

 

 

C. ) President-Elect                                                        Betsy Johnson

 

Ginny, Amy and I have put together a draft of our new donation form.  It was sent to all members of the executive committee by Amy today (9/10/07).  Our goal is to have it released to associate members by the end of the current week.

 

The College Goal Sunday committee has been working on finalizing their sites for 2008 and working on increasing our partnership with the Ohio Board of Regents.  Please review their report for complete details.

 

1)       College Goal Sunday Committee                      Greg Guzman

 

The sites for the February 10, 2008 College Goal Sunday have been selected.  The sties have increased from 35 to 38 sites.  We feel confident that we are meeting the needs of the majority of Ohio, however, we are concerned about the Southwest portion of the State, in particular, the downtown Cincinnati area. The Cincinnati Youth Collaborative did not apply to be a site this year. We personally contacted them and they do not wish to participate.  At this time, we are exploring other options.  

On Friday August 31, 2007 Greg Guzman, MorraLee Holzapfel and Sam Selvage met with Lauren Massie and Valora Reinecker. Lauren is the College Access Hotline Administrator for the Ohio Board of Regents.  Valora is the faculty administrator for the student design studio, Glyphex, at Kent State University.  OBR has offered to use the College Access Hotline, 1-877-I-ATTAIN, to be used for College Goal Sunday purposes, as well as the OBR logo. The Hotline will register students for a CGS location in their area. Usage of the hotline will provide a registration outlet/opportunity for students who do not have access to the internet. In addition, it provides a first step in getting the full support of OBR behind CGS.  The phone number will be printed on all of our advertising.

 

The last Executive Committee approved the following CGS Philosophy:

 

Philosophy and Purpose of Ohio College Goal Sunday

 

Approved by OASFAA Executive Committee on July 27, 2007.

 

The overarching philosophy and intent of Ohio CGS is to assist all Ohioans with completion of the Free Application for Federal Student Aid (FAFSA), with a strong focus on reaching first-generation low-income students.

According to research studies, the federal student financial aid process is one of the major barriers preventing students from applying to college.  The process has been cited as more complex and confusing than the federal income tax filing process (Dynarski & Scott-Clayton, 2006).  Therefore, it is the intent of Ohio College Goal Sunday, via the Ohio Association of Student Financial Aid Administrators (OASFAA) and its State-wide volunteer base, to eliminate this barrier by providing a free one-day event to assist families with completion of the Free Application for Federal Student Aid (FAFSA) at various locations throughout the State of Ohio.  Studies have shown that students who complete the FAFSA are 50% more likely to attend college.  The State of Ohio is currently ranked 38th  nationally in bachelor degree attainment, thus to serve as a remedy to this dire state-wide economic development crisis, CGS uses donor provided funding to reach all Ohioans who have been deterred by the FAFSA process yet wish to purse post-secondary education.  While the primary audience that Ohio CGS is trying to reach remains first-generation low-income students, Ohio CGS assists all families with the completion of the FAFSA. 

 

Charles Shahid has requested this philosophy to share with Chancellor Fingerhut and to pursue OBR’s full backing of the event. Both the philosophy and goals were provided to him via Lauren.  In 2005, then Governor Taft declared January as Financial Aid Awareness Month through an official State Proclamation.  We are again seeking this type of endorsement via OBR.  (OBR has asked for a copy of the proclamation that was given last time, we have been unable to locate it at this time.) Lauren and Charles have asked that we provide a basic list of CGS goals. The following was provided:

 

 

Goals of CGS

  • Increase college access for all Ohioans
  • Provide current high school seniors in the State of Ohio with FAFSA completion assistance as means of eliminating the FAFSA college-access barrier

 

While the goals were not approved by Executive Committee, the authorization to do such was given at the July meeting.  Unless otherwise directed, the goals are as stated above.  OBR has, also, offered us the ability to advertise CGS on the new University Systems of Ohio website, www.universitysystem.ohio.gov

 

MorraLee Holzapfel is working with the national Know-How-2-Go to incorporate efforts of Ohio CGS into both budget and advertising.  She is also working with the Ohio College Access Programs to advertise the event at www.ohiocap.org  There was discussion of a Know-How-2-Go postcard going out to Ohio high school seniors. The front of the post-card would be Know-How-2-Go information and the backside would be CGS.  The postcard would be of no-cost to CGS or OASFAA. 

 

Tentatively, CGS is looking to have a letter and 2008 CGS poster completed by mid-to-late October.  The letter will be sent to all high schools in Ohio informing them of the event.  Lauren Massie will be providing us with the most update listing of Ohio high schools available which should help us resolve prior year’s mailing list issues.  The letter will have a back-side that will be a reproducible/copy-able information piece that guidance counselors can use for their financial aid nights or information to send home to parents. The second, and major, advertisement for CGS is tentatively scheduled for a January 3, 2008 mailing date. This piece will be the brochure, used in years past, and be given to every high school senior in Ohio via their high school guidance counselors.

 

Glyphex is also going to pursue the possibility of creating a free PSA with other areas of the University who do this type of project at KSU.  In addition, there was discussion of the possibility of using major transportation organizations for free advertising.

 

Add Tri C eliminate Ursaline

 

October 19th GLEC mandatory meeting for site coor.  Communication will go out on this ASAP. Second meeting will follow, not mandatory, but highly encouraged. 

 

2)       College Goal Sunday Corporate Development    Cheryl Willard

 

Summary of activities:

 

Ø       Updated corporate contact letters (see attached) Gathered information necessary to apply for funds will be resending this information

Ø       Gathered information necessary to complete and file request for Great Lakes financial support (see attached letter)

 

Activities planned but not yet completed:

 

Ø       October 4th  will send request letter to the Ohio based corporations identified last winter

Ø       Sending request to Great Lakes on September 10th for 2008 sponsorship support

Ø       Follow-up calls to Ohio corporations will begin week of October 22nd.

Ø       Need direction on grants reporting and completion for both Cheryl and Mary b/c they are not familiar with this progress. 

 

Mora Lee informed us that it is possible for Ohio to get some money under the College Cost Reduction Act as one of the grants for the 50 states to get access money to run fin aid workshops.  It has been suggested by OCAN to Ch. Fingerhut for this grant to be given to OASFAA to run College Goal Sunday. 

 

 

3)       Corporate Development                                                Ginny Biada                             

 

Summary of activities:

 

·         Reviewed state and regional corporate support documents

·         Received/reviewed responses to corporate support survey

·         Met with President and President-elect to develop OASFAA 07/08 corporate support structure

·         Proposed corporate support structure to be approved by Executive Board

·         Reviewed letter to accompany notice to Associate members.

 

Activities planned but not yet completed:

 

·         Mailing corporate support information to Associate membership

·         Propose interest session for Conference

 

    Past President                                                           Claudia Wenzel

 

1.)     Association Governance Planning                                    Steve England

 

2.)     Membership

 

3.)     Communication                                                              Randy Ulses

 

Summary of activities:

·         Updating of job postings as they come in

·         Interest shown by an additional member to join committee

·         Gave ATAC go ahead on development of new Web look

o        Provided current logos

o        Expressed desire to stay with a blue color palete

o        Requested more graphic and less wordy home page

 

Activities planned but not yet completed:

·         Distribute policy on listserv use

·         Calendar necessary, continuing Web activities (i.e., conference, CGS, and other registrations)

·         Prioritize enhancements utilizing new capabilities (i.e., membership years, conference payment adjustments, Listserv management)

 

Recommended discussion items for the Executive Committee:

·         Basic listing of new nav bar for redesigned site

 

Recommended action items for the Executive Committee:

·         Approval of nav bar and primary navigation on site

 

Logo is out there at www.financialaid.uc.edu/oasfaa.html you can use pieces and parts of this for things. 

 

4.)     Regulatory Committee

a.)     State Issues                                                Stephanie Sutton

 

** See Attached

Summary of activities:

      • Lawrence Matthews and Stephanie Sutton met with Charles Shahid, Director, State Grants & Scholarships, at 9:00 AM, July 27, 2007 at GLHEC in Columbus.  See Appendix A – Meeting Notes.

§         Lawrence Matthews contacted Lauren Massie at OBOR concerning the College Information Access Hotline.  Lawrence offered to get the word out about the Hotline at the upcoming OACAC workshops, OASFAA Regional Meetings, Guidance Counselor Workshops, and College Goal Sunday.  Lauren provided Lawrence with an updated handout on OBOR State Grants and Scholarships program to use at the articulation workshops. 

§         Lawrence worked with the Regional Representatives and Charles Shahid in finalizing the details for the OASFAA Regional Meetings to include an update from OBOR.  See Appendix B.

§         Stephanie Sutton secured Charles’ attendance at the Winter Conference general session on December 6, 2007.

 

Activities planned but not yet completed:

·        OASFAA Regional Meetings to take place in October with update from OBOR.

·        OASFAA Executive Committee meeting to be held at OBOR tentatively in October, 2007.

·        Winter Conference General Session with Charles Shahid.

 

b.)     Federal Issues                                                            Jeff Daniels, Roger Eldridge

 

Summary of activities:

      Roger and I met on Tuesday September 4, 2007 to continue a meeting that began at the NASFAA conference in July.  We continue to attempt to define our role as co-chairs of the Federal Issues Committee.  During our meeting Roger informed me that the role of the this particular committee in the past was to keep the Executive Committee up-to-date on Federal Issues however it seems that our role has possibly developed into keeping the entire membership up-to-date. 

      Another challenge that we face is providing members with speculative information that may change from week to week.

      We also discussed the possibility of adding individuals who have shown interest to our committee.  This will be decided upon after we have a clearer understanding of our role.

 

HR 2669 is giving Federal Issues committee things to discuss to make sure exec committee and membership are informed.  Very important that training opportunities, etc are sent to membership. 

 

Activities planned but not yet completed:

      Possibly attending Regional Meetings to provide Federal updates.

 

 

Recommended discussion items for the Executive Committee:

      A.   Role of Federal Issues Committee

      B.   Expanding Federal Issues Committee:  Jeff Daniels will be sending messages to membership for updates, etc. 

d.)   Default Task Force  task force on this was created to keep constant communication with John Pierson and the exec committee and the membership.

                       

VI. Liaison Reports

 

A.)    OBR                                                     Charles Shahid

November meeting will be at OBR.

B.)    Great Lakes                                          Roger Eldridge

Greg Carlo is new GL employee…website has changed

C.)    OCAN                                                   MorraLee Holzapfel

 

Professional Development

 

OCAN wants to recognize all the assistance from OASFAA for help in the professional development area for our advisors.  Big thanks to Lawrence Matthews for participating in our Advisor Training session on August 15th at OSU.  Approximately 130 college access personnel from around the state participated in the training.  Other OASFAA members were also present and leading the training sessions.  Lawrence also provided a financial aid update at the recent OCAN conference.

 

We will request some additional assistance from OASFAA members to help with some webinar training sessions this winter that deal with loan programs, FAFSA updates, picking a lender, etc.

 

OCAN will continue to encourage access program personnel to attend the Counselor Workshops coming up in late November.  Our thanks for being such a valuable resource for our programs.

 

College 101

 

The fall edition of the magazine is being shipped to access programs throughout the state this month.  There is a full page College Goal Sunday ad in the magazine. 

 

We continue to need more advertising to promote the magazine and be able to produce more copies.  If you like the copy you get today, please talk with your marketing department at your college and consider purchasing an ad.

 

OCAN Annual Conference

 

OCAN wants to thank OASFAA for maintaining a table at the annual conference.  OCAN looks forward to exhibiting at the OASFAA conferences this year.

 

College Goal Sunday

 

A couple of new sites this year for the project are being housed at college access program sites.  We are excited about the continued collaboration among our groups to keeps this event successful.  We will further explore the idea of having some CGS promotional materials printed with KH2G funding.  Details to follow.

 

Motion to adjourn by Claudia Wenzel, seconded by Greg Carlo.