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Quarterly summary of the Fiscal Planning Committee’s activities, goals, and budget-related actions during the 2018–2019 service year for the WFAA Executive Council.
Year:
2018–2019
Organization:
Washington Financial Aid Association (WFAA)
Document Type:
Officer/Committee Report
Meeting Type:
Executive Council Meeting
Meeting Dates:
May 29–30, 2019
Committee Name:
Fiscal Planning Committee
Chair:
Kelly Forsberg
Goals:
Strategic plan implementation, financial oversight, member participation, internal audit, public policy communication, diversity enhancement, inter-organizational collaboration
Activities:
Document scanning and uploading, fiscal planning meeting, internal audit checklist development, budget recommendations
Budget Approved:
N/A
Budget Expenditures:
N/A
Future Recommendations:
Increase WFAA membership
Source Type:
Organizational report
Price: 8 / 10 USD
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Year:
2018 - 2019
Region / City:
N/A
Theme:
Membership and Association Development
Document Type:
Report
Organization / Institution:
WFAA
Author:
Tammy Zibell
Target Audience:
WFAA members and Executive Council
Period of Action:
May 2 - May 30, 2019
Approval Date:
N/A
Date of Changes:
N/A
Year:
2018/2019
Organization:
Washington Financial Aid Association (WFAA)
Document Type:
Quarterly Officer/Committee Report
Meeting Date:
March 12, 2019
Meeting Location:
Red Lion Seattle Airport Hotel
Committee Name:
VP Legislation
Committee Chair:
Alexandra Bailey
Goals:
Legislative information dissemination, member collaboration, development of legislative resources
Legislative Focus:
SB 5393/HB 1340 Washington College Promise Scholarship, Gainful Employment
Budget:
N/A
Events:
N/A
Target Audience:
WFAA members
Reporting Period:
2018/2019 service year
Year:
2018-2019
Region / City:
Yakima, WA, USA
Type of Document:
Committee report
Organization:
Washington Financial Aid Association (WFAA)
Committee:
VP Legislation
Chair:
Alexandra Bailey
Meeting Date:
October 10, 2018
Meeting Location:
Yakima Convention Center
Target Audience:
WFAA members
Period Covered:
2018-2019 service year
Activities:
Legislative monitoring, policy advocacy, resource development for members
Budget Status:
Not applicable / N/A
Events:
Not applicable / N/A
Year:
2017/2018
Region/City:
Yakima
Topic:
Membership
Document Type:
Report
Organization/Institution:
WFAA
Author:
Tammy Zibell
Target Audience:
WFAA Members
Effective Period:
2017/2018
Approval Date:
October 12, 2018
Last Modified:
October 5, 2018
Year:
2018/2019
Region / City:
Spokane, WA
Subject:
Financial Aid Awareness and Training
Document Type:
Quarterly Report
Organization:
WFAA
Author:
Kari Lutcavich
Target Audience:
WFAA Executive Council, Volunteers, Financial Aid Administrators
Period of Action:
2018-2019
Approval Date:
N/A
Date of Changes:
N/A
Year:
2018/2019
Region / City:
Spokane, WA
Theme:
Association Goals and Strategic Planning
Document Type:
Report
Organization:
WFAA (Washington Financial Aid Association)
Author:
Linnea Hengst
Target Audience:
WFAA Executive Council, Members of WFAA
Period of Action:
2018-2019
Approval Date:
May 29, 2019
Date of Changes:
N/A
Organization:
Washington Financial Aid Association (WFAA)
Document Type:
Quarterly officer/committee report
Service Year:
2017/2018
Meeting:
Executive Council Meeting
Meeting Dates:
May 29–30, 2019
Committee / Office:
Electronic Services Chair
Officer / Committee Chair:
Rob Clarke
Region:
Washington State, United States
Subject:
Association governance, website management, and committee activities
Reporting Period:
January–May 29, 2019
Key Activities:
Website updates, job posting publication, conference content updates, homepage revisions, membership auto-renewal communication coordination
Website Platform Mentioned:
MemberClicks
Budget Status:
N/A
Event Information:
N/A
Suggested Operational Changes:
Separation of job posting duties and general website editing responsibilities within the role
Year:
2018/2019
Region / City:
Yakima, WA
Topic:
Training and Professional Development
Document Type:
Report
Organization:
WFAA
Author:
Heather Jones
Target Audience:
WFAA Executive Council, Members
Effective Period:
2018/2019
Approval Date:
Oct 10, 2018
Date of Last Revision:
N/A
Year:
2017/2018
Region / City:
Yakima, WA
Document Type:
Meeting Report
Organization:
WFAA Executive Council
Author:
Ilda Meza
Committee:
Conference Chair
Event Name:
WFAA Conference
Meeting Date:
10/10/18
Venue:
Yakima Convection Center
Goals Addressed:
Strategic Plan Goals 1-8
Activities Summary:
Planning, organizing, and executing WFAA conference events
Budget Status:
Not Applicable
Future Recommendations:
Suggestions for improving future officer/committee performance
Year:
2018/2019
Region / City:
Yakima, WA
Type of Document:
Officer/Committee Report
Organization:
WFAA
Author:
Maria Rios
Office/Committee:
VP of Ethnic Awareness
Target Audience:
WFAA Executive Council and Members
Meeting Date:
October 10, 2018
Scholarship Program:
WFAA Diversity and Inclusion Scholarship
Budget Approved:
$2000
Budget Expenditures:
N/A
Application Open Date:
March 26, 2018
Application Close Date:
September 7, 2018
Key Activities:
Selection of scholarship recipients, updating scholarship application, proposing and approving name change
Strategic Goals:
Diversity enhancement, member engagement, training provision, financial stability, policy communication
Year:
2018 - 2019
Region / City:
N/A
Theme:
Membership and Association Development
Document Type:
Report
Organization / Institution:
WFAA
Author:
Tammy Zibell
Target Audience:
WFAA members and Executive Council
Period of Action:
May 2 - May 30, 2019
Approval Date:
N/A
Date of Changes:
N/A
Year:
2018/2019
Organization:
Washington Financial Aid Association (WFAA)
Document Type:
Quarterly Officer/Committee Report
Meeting Date:
March 12, 2019
Meeting Location:
Red Lion Seattle Airport Hotel
Committee Name:
VP Legislation
Committee Chair:
Alexandra Bailey
Goals:
Legislative information dissemination, member collaboration, development of legislative resources
Legislative Focus:
SB 5393/HB 1340 Washington College Promise Scholarship, Gainful Employment
Budget:
N/A
Events:
N/A
Target Audience:
WFAA members
Reporting Period:
2018/2019 service year
Year:
2018-2019
Region / City:
Yakima, WA, USA
Type of Document:
Committee report
Organization:
Washington Financial Aid Association (WFAA)
Committee:
VP Legislation
Chair:
Alexandra Bailey
Meeting Date:
October 10, 2018
Meeting Location:
Yakima Convention Center
Target Audience:
WFAA members
Period Covered:
2018-2019 service year
Activities:
Legislative monitoring, policy advocacy, resource development for members
Budget Status:
Not applicable / N/A
Events:
Not applicable / N/A
Year:
2017/2018
Region/City:
Yakima
Topic:
Membership
Document Type:
Report
Organization/Institution:
WFAA
Author:
Tammy Zibell
Target Audience:
WFAA Members
Effective Period:
2017/2018
Approval Date:
October 12, 2018
Last Modified:
October 5, 2018
Year:
2018/2019
Region / City:
Spokane, WA
Subject:
Financial Aid Awareness and Training
Document Type:
Quarterly Report
Organization:
WFAA
Author:
Kari Lutcavich
Target Audience:
WFAA Executive Council, Volunteers, Financial Aid Administrators
Period of Action:
2018-2019
Approval Date:
N/A
Date of Changes:
N/A
Year:
2018/2019
Region / City:
Spokane, WA
Theme:
Association Goals and Strategic Planning
Document Type:
Report
Organization:
WFAA (Washington Financial Aid Association)
Author:
Linnea Hengst
Target Audience:
WFAA Executive Council, Members of WFAA
Period of Action:
2018-2019
Approval Date:
May 29, 2019
Date of Changes:
N/A
Organization:
Washington Financial Aid Association (WFAA)
Document Type:
Quarterly officer/committee report
Service Year:
2017/2018
Meeting:
Executive Council Meeting
Meeting Dates:
May 29–30, 2019
Committee / Office:
Electronic Services Chair
Officer / Committee Chair:
Rob Clarke
Region:
Washington State, United States
Subject:
Association governance, website management, and committee activities
Reporting Period:
January–May 29, 2019
Key Activities:
Website updates, job posting publication, conference content updates, homepage revisions, membership auto-renewal communication coordination
Website Platform Mentioned:
MemberClicks
Budget Status:
N/A
Event Information:
N/A
Suggested Operational Changes:
Separation of job posting duties and general website editing responsibilities within the role
Year:
2018
Location:
Yakima, Washington, USA
Event Type:
Annual Conference
Organizer:
Western Association of Financial Aid Administrators (WASFAA)
Associated Organizations:
NASFAA, Washington State Opportunity Scholarship
Keynote Speaker:
Roger Fernandez (Kawasa), Native American Artist and Storyteller
Target Audience:
Financial aid professionals and higher education staff
Pre-Conference Training:
Effective Communication Tools A-SAP, NASFAA-U credential preparation
Conference Sessions:
Loan Limits, STAR Team, VA Benefits, Financial Aid Verification, Adult Reengagement, College Savings Plans
Hotel Information:
Holiday Inn, Yakima, WA, $149 plus taxes, reservation by September 14
Special Activities:
Casino visits, golf, wineries, breweries
Website:
https://www.wasfaa.org/docs/forms/1819_PrePostConferenceTraining.html
Year:
2018/2019
Region / City:
Yakima, WA
Topic:
Training and Professional Development
Document Type:
Report
Organization:
WFAA
Author:
Heather Jones
Target Audience:
WFAA Executive Council, Members
Effective Period:
2018/2019
Approval Date:
Oct 10, 2018
Date of Last Revision:
N/A
Year:
2018
Region / City:
Yakima, WA
Topic:
Conference
Document Type:
Conference Announcement
Organization:
Washington Financial Aid Association (WFAA)
Author:
Washington Financial Aid Association (WFAA)
Target Audience:
Financial aid professionals
Period of Validity:
October 10-12, 2018
Approval Date:
Not provided
Date of Changes:
Not provided