| 9:45 a.m. |
Opening Remarks — Kim Alexander, Vice President of Customer Focus, TG
- Introduction of Donna Smith, Director of the Center for Financial Aid in Community Colleges, TG
|
| 9:50 a.m. |
Housekeeping — LSA Co-chairs
- Approval of June 5th Discussion Notes
- 2009 Chair Ballots — Opportunity for candidates to speak
- 2009 Members set date for FY09QTR1 meeting
- Board Report Development (breakout sessions topic) — Kim Alexander
|
| 10:10 a.m. |
Product Initiatives Input
- AdvanTGWeb™ NextGen — Teresa Bobadilla, Business Process Engineer, TG
- List AssistSM — Teresa Bobadilla
- EFT/Central Disbursing Agent (CDA) — Mike Nowlin, Product Manager, TG
- Electronic Signature Pilot — Paul Lewis, Director of Product Management, TG
|
| 11:10 a.m. |
TG Updates
- Legislative & Market Conditions Impact on Guarantors (TG) — James Patterson, Senior Vice President of Finance and Administration, TG
- Processing changes to facilitate lender selection — Jennifer Evrard, Business Integration Team Lead, TG, and Sally McKee, Assistant Team Manager of Loans Guarantee Operations, TG
|
| 12:00 p.m. |
Lunch |
| 12:30 p.m. |
School and Lender Breakout Sessions — LSA Co-chairs
School Topics
- Restructure of Texas Financial Aid Programs — Lois Hollis, THECB
- Access and Liquidity Impacts on Schools — Margery Harvey, Market Strategist, TG, and Laura Kowalski, Team Manager of Policy and Regulatory Affairs, TG
- TG Board Report topics
- Recommendations for new LSA school members
Lender Topics
- Access and Liquidity Impacts on Lenders — Kevin Struckhoff, Assistant Vice President of Relationship Management and Consulting, TG, and Chris Scott, Product Manager, TG
- TG Board Report topics
- Recommendations for new LSA lender members
|
| 1:45 p.m. |
Break |
| 2:00 |
Recap of Breakout Discussion — LSA Co-chairs and TG Facilitators |
| 2:30 p.m. |
Open Forum
- NASFAA DE session perspectives & NASFAA survey results
- Other topics
|
| 2:45 p.m. |
LSA Housekeeping — LSA Co-chairs
- Thank you to 2008-2009 LSA Members
- 2009 LSA Chairs announced
- Solicitation from 2009 members for topics for next meeting
|
| 3:00 p.m. |
Closing Comments |
