• Conference Index
  • Conference Registration
  • Travel Information
  • Conference Agenda
  • Hotel Information/Reservations
  • Conference Checklist
  • Conference Committee
  • Pre-Conference Seminars
  • President’s Welcome
  • Local Attractions
  • New Aid Officer Workshop
  • Community Service Project
  • Exhibitor Information

PRE-CONFERENCE SEMINARS

A Legislative Symposium – Communicating with and Influencing Legislative Staff
Sunday, February 17, 2008; 1:00pm – 3:00pm
Registration Fee - $0

The Symposium is designed to equip financial aid administrators with the skills to deal effectively with members of the Legislature and their staff.  Participants will hear from individuals who have worked both the Democratic and Republican sides of the aisle, as well as an introduction to the SASFAA Legislative Guide and a limited amount of role play.  SASFAA members who want to maximize their Capitol Hill visits will want to attend this special pre-conference event.

Registration can be made by checking the appropriate box on the Conference Registration page.

Financial Management Issues for Treasurers of State Associations
Sunday, February 17, 2008; 9:00am – 12:00 noon
Registration Fee - $0

The purpose of the workshop is to provide an understanding of the complex financial responsibilities of state association treasurers. The challenges for individuals in these positions are frequently beyond the scope of any formal training or other experiences.  This workshop will provide instruction on different methods to help prevent and resolve potential problems.  Topics such as federal and state tax responsibilities, insurance, investments, budgets, and audits will be discussed.   A portion of the workshop will be devoted to a discussion of reducing the potential for fraud or misappropriation of association funds.

Who Should Attend:
Association treasurers/treasurer-elects are the primary target audience for this workshop. However, individuals who are potentially interested in serving as a state treasurer may also find this workshop beneficial.

What You Will Learn and Receive:

The following topics will be addressed in this workshop:

  • Officer Roles and Responsibilities
  • Organizational Responsibilities
  • Federal and State Tax Responsibilities
  • Types of Insurance
  • Checks and Balances
  • Investments
  • Budgets
  • Methods of Recordkeeping and Reporting
  • Audits
  • Developing and Maintaining an Association’s Policies and Procedures
  • Transition

Each workshop participant will receive:

  • A Resource Manual with information relating to each of the eleven topics listed above
  • Contact Names and Numbers

Trainer:
This workshop will be taught by Dave Cecil.  Dave is Director of Financial Aid at Transylvania University in Lexington, Kentucky.  Regionally he served as president of SASFAA and was SASFAA Treasurer for four years.  Dave has received the SASFAA Distinguished Service Award, as well as similar awards from NASFAA and his state association.

Registration can be made by sending an email to Sandy Neel (sneel@utm.edu) indicating your interest to participate in the Treasurers Workshop.