OASFAA Executive Committee Meeting Minutes
Mary Kay Freshour
Ann Marie Gruber*
Mary Lynn Perri
Lee Ann Timmerman
I. Announcements and Opening Business Mark Bandré
A) ATAC web site up-grade process
Committed to upgrade and have started the process, upgrades are on schedule.
B) Financial aid awareness month certificate
C) Lumina Foundation grant update
originally applied to them for a $200,000 grant. Tally Hart understood that after the initial
grant was fully disbursed, they would let us know that we could apply for up to
three additional $25,000 grants. Tally
went ahead and applied for the first of these three potential additional grants,
even without their letter. About that
time NASFAA become involved with the CGS process and hired a person (
D) OASFAA logo project update – Randy Ulses
Randy passed out samples of logos for us to review. He has all of them available in eps format and can be downloaded from the web site. We can also add the College Goal Sunday logo on the site for download as well. After some discussion, exec came to an official conclusion on which of Randy’s logo options should be adopted and for what purposes. You would have to be an active member to have access to the logos. Randy recommends putting all the logos out on the web site so people have options and they are not tempted to make up their own. Wendell thought there should be more standardization for different avenues of presenting the logo. The idea was thrown out that we have instructions in using the logo. Mark suggests that between now and the next transition that Randy and Mary Lynn come up with a protocol of when to use each logo. Mark thanked Randy for this extra work. Wendell asked if the P and P should be updated. It was decided that it would be added as an addendum to the P and P.
E) Outreach/OCAN/LEAF yearly survey
took so long because OCAN become more involved and it took longer to get it
done. Mark is asking how to move
forward. Melony said that in the past
LEAF has always done the survey and last year, with the continued influence and
impact of OCAN, was the first year that
we had OCAN do it. LEAF wanted to make
the version online and it would be enhance through OCAN. The version is online and interactive and
they pull the paper version from the online.
OCAN is still willing to do conduct the yearly survey because we want to
keep the interactive version up and running.
Wendell said that when OCAN originally requested the information, school
officials did not know who OCAN was and the way it was presented was offensive
to some private colleges. They have
cleaned up their request for information.
There were also some input challenges as well. The survey was used at College Goal
Sunday. But it is a timing issue as the
survey is a year behind. Mark asked if
G) OASFAA list serv protocol and web site links
impetus for this discussion
II. Secretary’s Report Amy Baker
The January conference call minutes were presented with the only correction being a few attendance changes. Mark mentioned that some adjustments were made to the web site in adding previous conference business meeting minutes to the non-password protected “About OASFAA” section. He plans, at the spring conference, to remind members that they have access to all exec committee meeting minutes under the “committees” section of the web site.
The transfer to savings as planned in the yearly
budget did occur. Tax return is done,
signed, sent and paid. Faith and
A.) Northeast Emily Swain
Members participated at various College Goal Sunday sites. There hasn’t been any other activity since the last Executive Committee Meeting in January.
The next Northeast Regional Meeting is scheduled for Thursday, March 10th. We will be meeting at the Akron Zoo in the Nature’s View Room. I'm excited about the location because it's that time of year where we just need “one day out of the office to get us through," and our program is packed with exciting things! Our presenters are working hard at preparing clear presentations for our benefit. Registration will begin at . Parking and admission to the Akron Zoo are FREE for this day, and the zoo is open until which means you can stay after the meeting and enjoy the animals. Dress for the day is CASUAL.
Topics for the day include:
Evaluation - Evaluating Your Preferred Lender List
*Constructing A Training Program For Your Office
Thanks to EdAmerica for the sponsorship of this event.
I also have a meeting planned for Friday, April 1st
Updates: Next meeting is April 1st at John Carroll. Emily said that she made up a checklist of things to do for a meeting and she would like to know to do about the additional responsibilities that have been added to the regional reps. She has asked if the committee chairs could come up with a similar checklist for the future reps. She is willing to take on this responsibility and Mark has asked her to communicate with some of the key people who rely on the regional reps to promote activities. An excellent idea for a tool that will be very valuable to future regional reps!
B.) Northwest Todd Matthews
Since the last meeting we held the fifth and final regional workshop. The last meeting was held February 24 at BGSU. The agenda for the day was as follows:
Registration and continental breakfast.
Charles Cuthbertson of BGSU will present "The Face on Mars: Going Beneath the Surface".
Curt Mormon, the NW Assistant Area Manager for Ohio Rehabilitation Services, will discuss planned changes on how prospective and current college students with disabilities will be funded by his organization.
Carmen Sears - Edwards from the Professional Development Committee will discuss the leadership program of OASFAA.
At this point all the regional meetings are completed and I just plan on sending out updates about spring conference and any other items that come up.
C.) Southeast Phil Bovenizer
Since the last exec meeting we had a regional meeting
Feb 18th at
Thanks to Cindy Hahn and all the ODU folks for hosting and providing great morning refreshments as well as a nice box lunch.
Final SE Regional meeting will be March 18 at
I am interested in hearing comments from College Goal
Sunday folks and sharing my experience at
Can you give me any Spring conference planning updates?
Updates: Last meeting is tomorrow at Otterbein.
D.) Southwest Jeff Daniels
No report – Emily mentioned that she had been in contact with Jeff recently and understands that, despite all the obstacles he has faced this year, he does still intend to complete all five SW regional meetings. Mark asked Emily to tell him that we all appreciate his dedication but do very much recognize the challenges that have impacted his year.
1.) Support Professional Committee
The first flyer went out
Professional of the Year Award. The second reminder will go out around
Selection of recipient for the Support Professional of the Year award.
Presentation of award at Spring Conference.
2.) Need Analysis
The Need Analysis Committee just wrapped up four successful regional Need Analysis Workshops. The reviews were all positive. The most popular session was the hand calculations session. It was especially helpful to the OCAN people that attended.
The History of Need Analysis and Updates are usually the least favorite topic. However, we saw some positive comments like “A fun way to present a boring topic.” Although I don’t agree that it is a boring topic, it can be a difficult to present.
This year, we invited the OCAN group to our workshops. We did see a small number of them at all the meetings except one. They were very appreciative of the invitation. We also tried to invite OACAC, but we had some technical difficulties in getting them invited. We will work on that for next year.
Below are the numbers from the workshops:
Central Ohio Technical College-Newark: 9
On behalf of the Need Analysis Committee, I would like to thank the following people for their assistance at their respective sites. They did an outstanding job making sure that everything was set up for us - (food, equipment, etc.). Without their help, the workshops would not have been a success.
would also like to formally thank the staff at
Finally, the committee has no other plans for this year.
3.) NASFAA Training
· 43 in attendance
by Leah Stewart, The Union Institute & University, and Jennifer Penick,
· Appreciation for site hosting by Carol Graham, Mt Carmel College of Nursing
· 19 remaining training packets to be offered for sale via OASFAA list serv
· Soliciting possible trainers for next year
4.) Outreach Committee
Professional Development Training
Upcoming- Interest session at the TRIO Professional conference “TRIO 2005: Bridging the Past to the Future” April 25th and 26th.
meeting for the 04-05 academic year will be April 7th here at
a.) Stakeholder Relations & Training
2. School Counselor
3. Access Groups
5.) Early Awareness Committee
Last meeting was February 3. The committee reviewed the revised mission statement, action items and timeline for the Early Awareness Program. We also agreed on a program theme “Are You Getting The Message?” We decided on the topics and delegated the content of each topic to committee members. It was also decided that we would present the Early Awareness Program at Spring Conference. One of the committee members was responsible for contacting the Spring Conference Committee to let them know.
Next meeting is March 9th. The committee members will review and continue to work on the program content.
6) College Goal Sunday Committee
College Goal Sunday was held on February 13th at 34 sites. The numbers were very good with over 2300 people in attendance almost the same number as last year. On March 4th, site coordinators gathered to discuss this year’s event and to make suggestions for next year. We are also in the process of compiling the family evaluations and the volunteer surveys. A full report will be made at spring conference.
Claudia was concerned about the lack of involvement from the financial aid community. Greg has some thoughts about promoting involvement next year. Claudia thinks there is lot of room for improvement. We will continue to grow in its success. At this point, Claudia and Greg are tallying the surveys to be able to send a report to Lumina. Her hope is that we are able to start the process even earlier. The question was asked on how many sites had computer access. Claudia thought about 75% of the sites had computer access. The suggestion was made that we should do some training prior to the session. Angela suggested having a floater list of people willing to move locations.
1.) Corporate Development
General Sponsorship: Currently we have a total of $19,300 committed and $19,050 paid.
Conference Sponsorship: $44,300 committed and $44,700 paid. (As of March, 2005, an
Overpayment was made and the sponsor told the Association we may keep it.)
We are continuing to follow-up with outstanding general and conference sponsorship items that are past 30 days old.
Getting sponsorship details ironed out and ready for ATAC to put on the web site.
2.) Professional Development
The Professional Development Committee has had two meetings since the last Executive Committee meeting in preparation for Spring initiatives, which are Spring Conference sessions, Leadership Promotions, Mentoring Program collaboration with New Member/Mentor Program Committee and Committees Fair.
Leadership 2005-2006 Promotion is underway at all the regional meetings. To date, we have completed one meeting and have one scheduled for the coming week.
o Southwest – TBA, April 14 (tentative) – Kim Jeffers
Professional Development Committee as three sessions planned for Spring Conference.
§ Mentoring – The Power of One
o Description: The impact of a mentoring relationship may be immeasurable but building these relationships can be a useful tool in your toolkit. Mentoring may be the best kept secret to enhancing your professional career. Learn valuable tips to becoming a mentor or mentoring a colleague. Also, hear enriching stories from esteemed financial aid colleagues on how mentoring has impacted their personal and professional lives.
o Professional Development Committee will work in tandem with the New Member/Mentor Program Committee to make mentor/mentee matches and connections prior to Spring Conference
o Following this session the Professional Development Committee would like to make recommendations for the continued success of the OASFAA Mentoring Program.
participants and New Members will be invited to attend the President’s
§ Civility – College Loan Corp.
o Description in progress.
o Description: You read about it in the papers and you hear about it on the evening news. The "it" is ETHICS and it has quickly become today's most critical business concern. This presentation will help provide participants with the tools to know what is right, do what is right, manage competing rights, and know that everything they do counts toward their ethical behavior
o After much discussion at the Leadership Class Reunion, the Professional Development Committee has taken the task of hosting a Committees Fair to be a regular part of Spring Conferences to promote volunteerism and participation on OASFAA Committees
PD will have a
Committees Fair on the Friday of Spring Conference,
o PD is planning a fun event to have representatives from all committees available to discuss objectives, events, etc. of their committee to conferees to recruit for upcoming year.
1. The Professional Development Committee will work with committee chairs to coordinate representatives from each committee to staff the respective table for the duration of the Fair to take place on Friday, May 20 from to in the breakfast area. As a promotion for the Friday event, we will also ask that committee representatives staff the OASFAA table during the dessert breaks (at least once on either Wednesday or Thursday).
2. We are working to finalize the “hook” for the event. The theme will be Join Team OASFAA with a giveaway that each committee will have at their booth when they get members to sign up and join the committee.
After the conducting research related to the Leadership Program, the Professional Development Committee would like to bring forth recommendations received through feedback from surveys, the Leadership Class Reunion (held at Winter Conference 2004) and membership comments received at regional meetings. The Professional Development Committee would like the Executive Committee to consider recommendations for the 2005-2006 Leadership Class.
A leadership class reunion was held and Angela has recommendations from different areas. Angela presented this at the meeting. Highlighted a couple:
Eliminate the 1-5 year experience participation requirement
Use application process rather than nomination process
Change the duration of the program to one conference
Incorporate a post-leadership class participation
Post participation of leadership class
Hold leadership committee chair position even for the years when we will not have a class
Time frame was presented as well.
Mark commented that these were some very good suggestions. He recommended that we sign off on these recommendations, definitely endorse 1 and 2, and let the committee chair to be chosen by Mary Lynn decide how to proceed with the remaining recommendations.
The Conference Planning Committee met at the offices of
Spring Conference, 2005 will take place at the Hilton Akron/Fairlawn from May 18 – 20, with the golf outing on May 17.
Conference theme is “Close Encounters of a Student Kind”. Conference program will include a keynote presentation by Dr. W.S. Swail, President of Educational Policy Institute, and a general session state update by Charles Shahid. In addition, 35 interest sessions have been scheduled and are currently being planned.
details including the President’s welcome, program, hotel information,
registration, sponsorship opportunities and charity drive will be posted to the
OASFAA website starting
In addition to providing a solid program that offers training for all sectors, the committee will attempt a new approach at meeting the needs of our presenters, moderators and conference participants across the board.
Presented a short presentation on cartoon aliens at the spring conference-planning meeting. My hopes are to use one or two as the spring conference “mascot”.
Postcards are in the midst of being designed and sent to printer. Along with the other printed materials that are needed for conference. (program, quick reference cards, map/attraction flyer)
Online Program is being created and will be uploaded once again for Spring conference.
Postcards, Online Program, Printed Program all for Spring conference.
"Dancin' To The Decade--Let the Good Times Roll!" There will be a DJ to play tunes and we hope everyone gets in the groove! Members are being invited to come dressed as someone from their favorite decade—from the 50’s, 60’s, 70’s, 80’s, 90’s, etc. There will be ballot box for people to vote on who they believe has the “best costume”. The top three will receive $50 Target gift cards. We will also have prizes for responses to trivia…
Book Drive: Barnes & Noble did such a terrific job for the last conference that we’re hoping to get them again. We will have a flyer created to encourage participation. Again, we will provide tickets for donated books with a drawing on Wed night & Thurs lunch. We will award a $50 Best Buy gift card to the winner(s).
We still need to secure the contract for DJ and purchase gift cards.
First communication with Paula at ATAC regarding conference registration on March 7.
Conference registration preparation of materials.
Buttons for conference committee
Recruit Volunteers for registration table
Prepare Moderator Packets
Interest Session evaluation forms
Overall conference evaluation forms (perhaps this can be on-line at conclusion of event)
e.) New Member/Mentor
1.) Nominations Committee
President- Elect Claudia Wenzel
VP for Conference Angela Johnson and Norm Bedford
Treasurer-elect Jerry Wade and Stephanie Sutton
Secretary Deb LaJeunesseand Emily Swain
NE Pam Arrington and Jason Florack
SW Doran Brock and Craig Schnieder
SE Jo Slade and Jennifer Minyo
Mary Lynn attended the NASFAA Leadership training in DC. Congress is seriously looking at eliminating the Perkins loan program. We need to solicit the legislatures about our concerns.
attended the MASFAA meeting in January, they are pushing the conference in
October which will be held in
Chair of outreach committee of OACAC approached ML above doing some cross training in the future.
MASFAA executive committee meeting is set for April in
Transition meeting is going to be in June, looking at different options of day or overnight.
2.) Finance Committee
4.) College Goal Sunday Corporate Development
D.) Past President Wendell Schick
1.) Association Governance Planning
Current number of members as of
First issue of the Gazette for 2005 is complete & has been sent to ATAC. ATAC is working on upgrades so it has been delayed but will be posted shortly. We included more photographs to make it more robust. Also included information on awards received at conference (Winter 2004).
Will begin gathering articles & other information for final Gazette for 2004-05; expected to be issued after the Spring 2005 Conference.
b.) Membership Support
3.) Regulatory Committee
a.) State Issues
Forwarded memorandum from Charles Shahid to OASFAA
b.) Federal Issues
Mark Bandré, Chuck Knefple,
After discussion with Chuck Knefple
and Mark Bandré, sent an email to membership
detailing President Bush’s budget as it impacts financial aid with particular
emphasis on the Perkins proposal on
c.) Reauthorization Issues
Nothing to report at this time-maybe in 2006
A.) OBR Charles Shahid
was at an advisory meeting for student access and wanted us to hear the
progress that is happening. Wendell
asked Charles to join us at executive meeting to inform us as to what they are
doing. Erin Emrine
from OBR joined him. She is the
administrator of college access. They
presented a timeline for the College Access information hotline. She has been working to set up a toll free
hotline and will provide information on college preparation. They can direct them to a web site and guide
them on answering their questions. They
are hiring an information specialist in April and her hope is to provide other
positions. She is considering hiring
grad students and having them do internships.
Coupled with this is the web portal development. This would be a one-stop shop for
Adjustments to time can be made as they go along.
Charles distributed information in regards to the Ohio Opportunity Grant Program. A consultation was set up in July and has now reconvened to determine/discuss the process for implementing this program. The opportunity grant came about because of feedback from the consultation. The major recommendation from the consultation was to match the grant eligibility with the EFC and increase the income maximum. They are in the process of presenting this to the sub-committee and have no indication as to whether or not this will be funded. It will move from the House to the Senate. Still looking at May or June in terms of seeing what the outcome will be. It is receiving a lot of attention and support but have no idea what the funding will be. Charles also gave us the Budget recommendations for next year. OCOG will not be funded until the 06-07 year. OIG and PT have been scaled down to accommodate for the phase in of the OGOC. The table for 05-06 will not be finalized until end of May or early June.
also asked about the HUB.
C.) OCAN Mayme Patthoff
We are currently going through a transition while also writing a federal GEAR UP grant for a comprehensive statewide program that includes OCAN and our member organization as well as the Ohio Board of Regents and the Ohio Department of Education.
you have not already heard, I would like to let you know about the transitions
taking place at OCAN. In February
During the past several weeks we have been working on many projects, and OASFAA has been mentioned often. At this time, Jennifer would like for me to remain as the staff liaison on the OASFAA executive committee. Since I will not be able to attend the meeting tomorrow, I would greatly appreciate it if you would make a few remarks about the above information and the information listed below.
are currently planning our annual conference which will be called the Ohio
College Access Conference and will be under the Student Access and Success
Coordinating Council of Ohio (SASCCO) which is a committee of the Ohio Board of
Regents. We are encouraging all stakeholders in college
access to attend the conference and extend an invitation to the entire
financial aid field. The conference will be held at the Renaissance in
OCAN would also like to encourage OASFAA members to partner with OCAN member programs. I realize many great relationships already exist among many of our member organizations with individuals in the financial field, and we are grateful for the dedicated financial aid officers that help extend the reach of our OCAN programs. I thought it would be helpful to send you a map of our programs and a contact list of all of our members to encourage collaborations on both ends.
A) Wendell – letter from Division Street Design
Meeting was adjourned at with a motion made by Mary Lynn Perri and seconded by Betsy Johnson.