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Lender and School Advisory Committees


Meeting Agenda: August 12, 2010

10:00 a.m. Opening RemarksSue McMillin, CEO, TG
TG FY11 Strategies and Planning
10:20 a.m. HousekeepingJim Reed, LSA Chair
  • Approval of May 27 Discussion Notes
  • FY 2011 LSA Chair ballots distributed
  • FY 2011 Members set date for Q1 meeting
  • LSA Draft Report for TG Board — Kim Alexander, Customer Focus, TG
10:45 a.m. TG Updates
  • TG Public Benefit Programs
    • Charley Wootan Grant — Robert Westrick, Educational Alliances, TG
    • Competitive Grants — Kristin Boyer, Educational Alliances, TG
  • TG Financial Literacy Overview — Sharon Cabeen, Educational Alliances, TG
  • TG FY 2011 External Training Plan — Vickie Tanner, Product Training and Event Management, TG
  • MyTG and Integrated Default Assistant (IDA) demo —
    Blanche Crawford, Product Management, TG
    Rick Johnson, Product Management, TG
12:00 p.m. Lunch/LSA Chair ballots collected
12:45 p.m. School and lender breakout sessions
School topics
  • MyTG and IDA feedback — Blanche Crawford, Product Management, TG
    Rick Johnson, Product Management, TG
  • NCHELP Regulations Committee input on guarantor gap services for schools — Kim Alexander, Customer Focus, TG
  • TG Customer Satisfaction survey feedback — Vickie Tanner, Product Training and Event Management, TG
Lender topics
To be determined — No topics outlined as of August 4, 2010
1:45 p.m. Break
2:00 p.m. Recap of breakout discussionsLSA Chair
2:30 p.m. Open Forum
2:45 p.m. LSA administrativeLSA Chair
  • Acknowledgment of 2009-2010 Members
  • Announcement of LSA Chair election
  • Solicitation from 2010 members of topics for next meeting
3:00 p.m. Closing remarks and adjourn

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