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Lender and School Advisory Committees


Meeting Agenda: November 13, 2008

9:30 a.m. Opening Remarks — Sue McMillin, President/CEO, TG
9:40 a.m. Housekeeping — LSA Co-chairs
  • Introduction of new members
  • Set meeting dates for remainder of FY 2009 (Please bring 2009 calendars)
  • Approval of 08/07/08 Discussion Notes
  • LSA Charter revision update
9:55 a.m. Recap — Kim Alexander, Vice President, Customer Focus, TG
  • LSA Orientation
  • 2008 LSA Chair Report to TG Board — September, 2008
10:05 a.m. Federal and Regulatory Update — Carol Lindsey, Vice President, Policy and Compliance, TG; Laura Kowalski, Assistant Team Manager, Policy and Regulatory Affairs, TG; George Torres, Assistant Vice President, Congressional and Legislative Relations, TG
11:05 a.m. Break
11:15 a.m. Lender of Last Resort Discussion — Rinn Harper, Vice President, Operations, TG; Carol Lindsey, Vice President, Policy and Compliance, TG
11:30 a.m. Lunch
12:00 p.m. School and Lender breakouts
  • Ensuring Continued Access to Student Loans Act (ECASLA) Impacts, Lender and school groups
  • NASFAA's National Conversation Initiative (NCI), School group
  • Lender and Guarantor attendance at college fairs, Lender group
12:45 p.m. Recap of Breakouts — LSA Co-chairs
1:15 p.m. LSA Feedback and Input
  • Demand for Student Aid Report preview — Jeff Webster, Assistant Vice President, Research and Analytical Services, TG
  • TG Customer Satisfaction Survey
  • TG Strategic Planning Process for FY 09 — Kara Thompson, Assistant Vice President, Strategic Planning and Development, TG
  • TG Training Conference, April 22-24, 2009 — Vickie Tanner, Assistant Vice President, Product Training, TG
2:00 p.m. Product Updates — Paul Lewis, Director, Product Management, TG
  • AdvanTG Web™ Change Transaction Redesign
  • Central Disbursing Agent (CDA) Electronic Funds Transfer Best Practices
  • Electronic signature
  • List AssistSM
  • Financial Literacy — Margie Harvey, Market Strategist, TG
2:30 p.m. Open Forum and Closing Comments — LSA Co-chairs
Solicit agenda items for next meeting

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