CAPFAA Executive Council September 2017 Meeting Minutes

Connecticut Association of Professional Financial Aid Administrators ~ 9/2017 Exec Council

Attendance for September 15: Alex Muro, Steve McDowell, Kellie Webb, Bill Mangini, Lisa Boyko, Vanessa Richmond, Jennifer Horner, David Blackmon, Julie Savino

Acceptance of the minutes: Mangini/Boyko. All in favor

Treasurer: Report submitted.

Missing 5 event payments, 2 membership dues.
Currently 71 registered for the Conference including vendors and excluding mentees.
CGS 1617 scholarship recipients have not yet been paid

o Propose CHESLA send some funds back to account to cover

o Alex will check w/ MCC to see if they have information on recipients and will talk to Josh

o Lisa will confirm ½ attendance

Vice President

Tax Workshop November 13-14 at University of Hartford

o Checked several venues-excluded for cost, size, or location

o UH: $900 Venue, $4K Food, $5K Speaker

o Projected attendance of 110 resulting in approximately $4K in income

Frontliners Projected First week of December

o Potential agenda next EC

Comprehensive Projected for March
Potential survey:

o What see for training? Most likely to attend?

o 2 Audiences: attended past trainings and those that have not

o Send Mid-October

o If/Then statements

EASFAA Training – C Codes. Working with Ashley Ruszczyk from EASFAA Training

Past President: No report

President Elect: Report Submitted.

Currently $10600 raised for scholarships
Need to update the scholarship applications to account for re-confirmed regs

o Consider requesting award letters

Need CAPFAA logo. Possibly also post under members only area of website

EASFAA Rep: No report

Associate Member: 17 Vendors for Conference

Annual Business Meeting: No report

Communications: No report.

Need a co-chair
Have been very responsive to association needs

Conference Committee: Report submitted.

71 Registered – 51 individuals, 17 vendors w/ 20 people
2 Presenters not registered, will follow-up
Lunch on Tuesday talk about upcoming events and give a plug for your committee
Joe Jovell still confirming can do his session with DOE
Can get the Conference hotel rate through 22^nd
Charity is cash donations only
2 minute video from Chris Murphy will show during Tuesday lunch
Those that attended last year and did not register this year were reached out to with mixed results

People’s Checking Discussion

Vanessa confirmed there is nothing in the archives about the People’s account. Ok to close.
There are fees with People’s. Is there a need for more than 1 checking account?

Motion: To close the People’s checking account and transfer the money to Webster money market account. Muro/Richmond. All in favor.

Grad/Professional: No report

Membership: Report submitted.

32 members
Can do renewal of membership w/out paying so sometimes out of sync w/ Treasurer

Mentoring: Report submitted.

Magic of Mentoring award will be opened up to the membership for nominations.

State/Federal Relations: Report submitted.

State of the State at Conference

Strategic Planning: No report.

Plan to have meeting in October

Old Business

CGS has 5 confirmed sites with couple more expected on board – ECSU, Hall High School, Norwalk CC, Science/Tech HS New London, Windsor High School
Dates from 10/22 – 11/4
Volunteers needed

o Website was under Ivette Rivera Dryer. Now under Ashley Ruszczyk