The University of Arizona Alumni Association
Alumni Council Meeting
Friday, September 10, 2010
7:30 a.m. – 5:00 p.m. Vine Room 102
PRESENT Chair: Linda Lohse
Committee Members: Steve Bernstein, Billy Chavira, Lynn Engel, Lloyd Fox,
Gary Harper, Rob Ingold, Cindy Klingberg, Kevin Lewis, Mike Myers, Dominic Ortega,
Bill Ridenour, Kellie Terhune Neely, Mike Treadwell, Andy Harris, Jennifer Nordstrom,
Bernie Allen, Wayne Beck, Klindt Breckenridge, Diane Castro, Tyrone Copeland,
Gilbert Davidson, Brad East, David Evans, Elizabeth Fields, Drew Foster, Ed Gatti, Joe
Gervasio, Elizabeth Hall-Lipsy, Lupita Hightower, Sue Jimenez, Bill Jones, Lee
Karpiscak, Debbie Keating, Patsy Lee, Chad Marchand, Jon Matheus, Kay McLoughlin,
Cale Miller, Dianna Nurczyk, James Patterson, Jay Phillips, Jeffrey Quintenz, Alex
Reynoso, Scott Rifkin, Drew Rosenthal, Jon Santos, Al Scorsatto, Cortez Smith, Eric
Snelz, Felicia Thompson, Mary Turner, Alie Vidal, Ann Wilkey
Staff/Liaisons: Chris Vlahos, Fabian Cordova, Nancy Yaeli, Jill Hall, Sarah Beaudry,
Kelley Prust, Lisa Valentine, Mark Strickling, Nick Pierson, Dawn Bell, Charlene Ledet
ABSENT Barb Schiller, Alex Rios, Taylor Bell, David Gildersleeve, Samantha Goodwin, Anthony
Wingate, Emily Fritze, Wanda Howell, Tom Jones, Charlie Leftault, Tony Luebbermann,
Shawn McGrath, Tanisha Price-Johnson
CALL TO ORDER Linda Lohse called the meeting to order with introductions and announcement of the
new Executive Board for 2010-11;
Gary Harper, Chair
Billy Chavira, Chair Elect
Lynn Engel, Vice Chair/Secretary
Two outgoing members, Lloyd Fox and Hank Halley, were recognized for their years of
Linda explained this first year under the new structure and bylaws as one of fine tuning.
First, she announced the Alumni Council would meet twice a year to improve
engagement and communication; a second Alumni Council meeting will be added in
February, probably in Phoenix this time. The need for another face to face session was
noted and the committee telephone conferencing will continue monthly. She recognized
and thanked each committee for their many accomplishments. Secondly, student
leaders will be reporting more often as we try to deepen the student connection.
Student relations will take on additional emphasis this coming year. Then, the
Association entered the year with a balanced budget and concluded in the black.
Wildcat for Life has been licensed and is going strong. Thirty-nine Alumni Awards have
been designated. Bylaw changes have been minor and colleges, clubs, and chapters
have updated their bylaws to meet the changes within the association. Membership has
increased 6% with an over 70% retention rate. Finally Bear Down Ball is a near future
ADJOURNMENT The meeting of the 2009-10 Alumni Council was adjourned at 11:09 a.m.
NEW BUSINESS Gary Harper officially stepped into his Chair position and presented an etched red glass
bowl to Linda in appreciation of her board leadership.
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Gary shared his items of emphasis for 2010-11:
1. Further develop the 5 year Financial Plan and have a 5 year Business Plan that
is supported by the Financial Plan
2. Increase Membership
3. Increase Student Involvement
4. Have a very successful Bear Down Ball
Support all the UAAA Committee’s Goals and Objectives and have some fun along the
Chris Vlahos welcomed everyone and was pleased to report there were 16 new alumni
council reps in the morning’s orientation meeting. He reiterated the great value of each
AC person’s participation and asked each rep to:
1. Seek basic knowledge of issues that affect higher education. Alumni dynamics
are changing and UAAA will help keep you informed.
2. Think innovatively. Raise visibility and strengthen communications through
Alumnus Magazine, homecoming, membership program and campus
Chair Harper asked each committee chair to talk about their committees’ responsibilities.
BUDGET/INVESTMENT Gary Harper reported on the 2009-2010 financial results, indicating that UAAA ended in
the black for the year. In addition, the investment committee continues to evaluate
investment opportunities based on recommendations from our consultants, Jerry Bott
and Liz Weiner Schulman.
MOTION The 2009-2010 Audit report was approved by the Budget Review committee as
recommended by the Audit Committee.
AUDIT Rob Ingold and the audit committee met with the external auditors to review the audited
financial statements of the Alumni Associations and reported a clean audit for the 2009-
10 Fiscal Year.
ADVOCACY Bill Ridenour reported on the success of Cats at the Capital and he appreciates the
support of education by the Governor. Dominic Ortega implored everyone to vote
regardless of party.
AWARDS & RECOGNITION Andy Harris explained that this committee is charged with recognizing alumni and
friends for distinguished contribution to the UA, their communities or professions. The
committee is working on the Alumnus of the Year ceremony, which will take place at
Homecoming and where each college will recognize one alum. The other awards will be
given at various other events.
COMMUNICATIONS Mike Myers explained that their group is exploring working with the colleges to become
a central alumni communication vehicle.
MEMBERSHIP Lynn Engel reported that membership is up, retention is up and at higher levels of
membership. She’s confident this committee will carry on and continue moving ahead.
ELECTIONS Linda Lohse asked everyone to look around at fellow alums and give recommendations
for those you think would be active participants on Alumni Council. Nominations are
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accepted throughout the year, so send recommendations as they arise. Governing
Board representatives are appointed or elected from the Alumni Council.
FUNDRAISING Kevin reported a successful year and they are looking forward to the Bear Down Ball in
Phoenix in April.
BYLAWS Mike Treadwell noted that this committee reviews the Association’s bylaws to ensure
that the UAAA is incompliance with its Bylaws. The committee also reviews any
proposed changes to the bylaws; and finally, the committee is charged with reviewing
new and existing Alumni Chapter and Club bylaws for approval.
STUDENT RELATIONS Lynn Engel is becoming the new chair of this group and is looking forward to building on
Cat Café and eventually growing it out of state.
FORUM Bill Jones notes that the College representatives on the board act as the conduits for
communication with their respective colleges, deans and the student populations for the
CLUBS & CHAPTERS Scott Rifkin explained how the clubs and chapters can share, build and learn from each
Diane Castro, President of the Hispanic Alumni Club, announced a couple of their
upcoming events; Hispanic Heritage Day on October 9 (football game) features Eddie
Leon (cost $12), and for Homecoming on October 23, Max Zendajas will be supplying
food from his local restaurant at the Hispanic Alumni Tent.
LUNCH SPEAKER Melissa Vito provided an update on the status and activities of Student Relations titled
“Who We Are”. Her program:
Some highlights she mentioned:
Freshmen are given MacBooks and see “Wildcat for Life” upon opening
them and many bookmarks are already set for them.
Setting up out-of-state orientation meetings and registration opportunities for
students, so they do not have to travel to campus.
Looking into chartering direct flights to Tucson from key states for visits and
Tutoring for core classes has been centralized into a “Think Tank”.
A pilot program is being undertaken in 3 high-risk classes which alerts
students on their progress or any issues needing attention and will refer
them to services. This is expected to improve retention.
UA is first LEED recreation center. Healthy food service and an Apple and
IT-sponsored computer center is being added.
VETS Center has received a 2-year Federal grant to support resources and
services. One thousand GI bill vet students are on campus and a VA
counselor is on campus 3 days a week.
COMMITTEE MEETING 2010-11 BREAKOUTS:
ADVOCACY Bill Ridenour recapped last year’s activities; Governor’s Luncheon and Cats @ the
Capital events were a success. Some of this year’s plans:
o Governors’ luncheon – Thursday, February 10
o February 23 – Meet and Greet with Legislators
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o Cats @ the Capitol –TBD, pending Dr. Shelton’s schedule
o Train Cats @ the Capital Leaders prior to this year’s event
o Upcoming Coffee – Wayne Beck- October 15
o Bond the UA College of Medicine like ASU did for the Walter Cronkite School-
o Enlist elected officials from Southern Arizona cities and counties to advocate
for UA at CATS @ the CAPITOL - Gilbert Davidson
The committee discussed possible challenges; sales tax passing and several
propositions on the ballot that will eliminate or take money to settle some short falls- if
Propositions do not pass then a billion dollars will come out of General fund. University
can potentially face extraordinary cuts.
Schedule a conference call next month to continue plans. Dominic Ortega will
spearhead mobilizing Southern Arizona to come to Cats @the Capitol event. Bill
Ridenour would like to get other groups, colleges and student’s involved in Advocacy.
AWARDS & RECOGNITION Chair Andy Harris reviewed the committee’s goals and objectives and emphasized how
there is a strong connection between every one of the Association’s key strategic points
and the purposes of the Awards and recognition Committee. The committee reviewed
the Alumnus of the Year event. There is more promotion of the event than ever.
Involvement of deans is new this year and the event will be upscale with champagne
and entertainment. Deans will read the citation or can designate someone. The
committee is very excited to present the community with this opportunity to recognize its
Action Item: The committee recommends that there be more participation in the group awards
categories by our chapters and clubs. Al Scorsatto will bring up at the Chapters and
Action Item: The committee also recommends that President Shelton and/or Chris Vlahos send a
letter to members of the Arizona legislature highlighting the accomplishments of the UA
MOTION Award nominations were approved by the committee.
COMMUNICATIONS Discussion topics included centralizing alumni communications; marketing lifetime
email forwarding; reviewing survey results from last year; develop 5-year plan for
centralizing communications; obtain information about communications from other
universities and associations to benchmark; develop hiring network on LinkedIn; create
Phoenix issue of Alumnus with different cover (sponsored by Eller or CoMedicine and
UAF); WCL t-shirts and keep up with brand.
MEMBERSHIP Total current membership is at 7,312 (non-PCI), a 6% increase over last year. Current
membership including PCI is 8,899. PCI members are coming up for renewal this year.
We will start this year by looking at the demographics of our members versus all alums.
The goal is to increase members to 8,200 with a 75% retention rate. Items we will
focus on; investing in new grad memberships; building relationships with chapters and
clubs; ongoing communication with members; building career services for members;
promote creating a self-sustaining organization focusing on the “tweeners” (30-55 yr
olds); working on new membership levels and holding a Board members contest.
FUNDRAISING The committee was introduced to the 2010-11 goals:
1. Completion and release of the business plan
2. Establish a culture of sales at the UAAA to drive fundraising through the
3. Develop a revenue and fundraising sales and sponsorship team
4. Oversight of the Bear Down Ball to ensure a premium fundraising event
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An update was given on the Bear Down Ball. Save the date cards (5400) have gone
out. A final draft of the sponsorship package was unveiled. Committee structure and
expectations were discussed. First conference call is scheduled for 10/8/10 at 9am.
STUDENT RELATIONS I. Orientation
i. Special session
ii. Traditions/Heritage & History
iii. Texas A & M Fish Camp
II. Cat Café
i. Job connection
iii. Specific colleges
iv. Website specific
III. Heritage and Traditions Expansion
i. Centennial Hall – new class
ii. Residence Hall class and /or Greek Life
IV. Alumni Month (April)
i. UA Now
Meetings/conference call will be last Thursday of the month at 4pm (Tucson time). Next
meeting is September 23.
PLENARY SESSION Gary Harper opened up the meeting to brainstorming. Here are some points noted
from that session.
What do our constituents want and what could UAAA do better?
Close gap between giving money versus other opportunities to “give”; attending
events, volunteering, etc. Especially with young alumni.
Sell UA using UAAA as conduit
Engage early before student leave the University
o Colleges, clubs and chapters outreach to seniors on campus to
connect to external resources as they prepare to graduate
o UAAA pay for membership upon graduation
How can UAAA increase its relevance to alumni, students and the University?
Students and young alumni:
Make it easy
Use social technology
Have young alums host their own event for their age-group
Assign “tasks” to engage them in UAAA activities
Utilize Raiser’s Edge
UAAA provide value-added programs
Identify interest “hooks”
Professional networking opportunities
COLLEGE REPORT Charlene Ledet addressed the group about the importance of getting all the colleges
involved in the Cats at the Capital event. She asked each college representative to
makes sure she has the proper list of legislative liaisons from each college so that she
can communicate with them. We discussed ways to leverage the communication
channels between colleges and the UAAA. The group discussed ways to get more
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publicity for the Collegiate and Campus Showcase. The representatives are interested
in getting information about how many of the college alumni are dues paying members
of the UAAA. The Cat Café needs more flexibility in terms of setting up possible dates
that work for the colleges.
CLUBS & CHAPTERS
REPORT Open forum. Reviewed membership levels and incentive. Reviewed Scholarship
ADJOURNMENT The meeting was adjourned at 5:03 p.m.
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The University of Arizona Alumni Association
Alumni Council Meeting
Saturday, September 11, 2010
8:30 a.m. Vine Room 102
PRESENT Chair: Gary Harper
Committee Members: Taylor Bell, Steve Bernstein, Billy Chavira, Lynn Engel, Lloyd
Fox, Linda Lohse, Rob Ingold, Cindy Klingberg, Kevin Lewis, Mike Myers, Dominic
Ortega, Bill Ridenour, Kellie Terhune Neely, Mike Treadwell, Andy Harris, Jennifer
Nordstrom, Bernie Allen, Wayne Beck, Diane Castro, Tyrone Copeland, Gilbert
Davidson, Brad East, David Evans, Elizabeth Fields, Drew Foster, Emily Fritze, Ed
Gatti, Joe Gervasio, Elizabeth Hall-Lipsy, Lupita Hightower, Wanda Howell, Sue
Jimenez, Bill Jones, Lee Karpiscak, Debbie Keating, Patsy Lee, Chad Marchand, Jon
Matheus, Kay McLoughlin, Cale Miller, Dianna Nurczyk, James Patterson, Jay Phillips,
Jeffrey Quintenz, Alex Reynoso, Scott Rifkin, Drew Rosenthal, Jon Santos, Al
Scorsatto, Cortez Smith, Eric Snelz, Felicia Thompson, Mary Turner, Alie Vidal, Ann
Staff/Liaisons: Chris Vlahos, Fabian Cordova, Nancy Yaeli, Jill Hall, Kelley Prust, Lisa
Valentine, Mark Strickling, Nick Pierson, Dawn Bell, Charlene Ledet
ABSENT Klindt Breckenridge, Barb Schiller, Alex Rios, David Gildersleeve, Samantha Goodwin,
Anthony Wingate, Tom Jones, Charlie Leftault, Tony Luebbermann, Shawn McGrath,
CALL TO ORDER Chair Gary Harper called the meeting to order at 7:30 a.m. He asked for a moment of
silence in remembrance of 9/11/2001.
REPORTS Greg Byrne, the new Athletic Director, spoke to the group about football and the new
Wildcat Walk. He explained they’re in the “experience business” and need to give
people opportunities for positive impressions and experiences. Those special
connections bring people back.
Mr. Byrne reported that Arizona Stadium is in need of a big renovation to compete with
other Pac-10 schools and to continue to attract the best student athletes. McKale also
needs updating; it’s 40 years old now. We need to reinvest in facilities and programs.
He emphasized that Arizona Athletics' No. 1 priority is to see student-athletes graduate
and they are focused on being Top 10 academically and athletically. A class
attendance policy has been implemented for student athletes; 4 unexcused absences
from class will reduce playing time by 10%; 6 unexcused absences will reduce playing
time by 25%; and 8 unexcused absences will end their playing altogether.
He is using Twitter and Facebook to communicate.
Greg Fahey, Associate Vice President of Government Relations, said despite the
frustrations, good things are happening in the state government. UA got their fair share
of stimulus dollars and we have the support of the Governor. We were able to ward off
further cuts and those not in support of education. Overall, he’s upbeat and he’s
looking forward to a good football season and a successful political season. He will
keep UAAA informed when he needs our help and he’s very appreciative of our
Chair of the Faculty, Wanda Howell, updated the group on the Faculty Senate meeting
last Monday. Faculty retention is an issue and the President and Provost have some
ideas for motivating and incentivizing faculty. ABOR is moving forward with Chair
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Mariucci leading the way with specific ideas on how to succeed this year. “Access and
Success” is critical for the UA. We strive for a higher academic index, but still have
large continuum to deal with; how do we get those unprepared students to succeed?
ABOR Chair Mariucci wants to discuss those issues and we are challenging faculty to
adjust and consider changing their curriculum. It is not a question of lowering our
quality, just doing something different. Her goal is to change faculty thinking and
become more flexible.
President Shelton reviewed our incoming freshman numbers and statistics.
Applications topped at 26,600 and we have 7,200 incoming freshman. Of those, 37%
are minority students; 33% are minority honors students and we have a record number
of national scholars. The third class of Arizona Assurance totals 1,140 students and he
is proud to see faculty stepping up to serve as their mentors. UA has registered more
credit hours than ever in history. In physical sciences we are No. 1 in research. Next
spring we will get word on our potential involvement in the next NASA mission, O’ Cyrus
Dr. Shelton explained the new entity made up of UMC, UPH and the College of
Medicine. The entity reports to the Regents. He also added that for the first time ever
Kino Hospital ended the year in the black. With ASU pulling out, the College of
Medicine Phoenix has moved ahead. Applications are being accepted for out-of-state
students; 112 students in Tucson and 48 in Phoenix. A new college building is going up
that will expand the Phoenix CoMed to 120 students, and a new branch of the Cancer
Center is being added in Phoenix. A partnership is in the works with Phoenix Children’s
Hospital. Dr. Bill Crist, Dr. Lyle Bootman and some other nationally known experts are
developing a Healthcare Transformation Institute (HTI) to transform healthcare and they
plan on using the State as a model.
Dr. Shelton is confident we can avoid additional cuts, although the next election could
have an impact. $750K has been invested into faculty retention packages and $800K is
invested in reducing the oppressive workloads of graduate students which will improve
the undergraduate experience.
When asked about the role of the Alumni Association, Dr. Shelton responded by asking
the alumni to serve as ambassadors to connect other alumni to the university, increase
membership in the Association and increase giving, even if only a small amount. Our
percentage of alumni giving is very low, so we need to “create the habit” of alumni
STUDENT GROUPS Emily Fritze, ASUA President, explained that ASUA oversees student programming and
student issues utilizing 100 student interns and 13 elected positions. Right now they’re
working on the mid-term elections and have a goal to get 3,000 voters registered.
ASUA is collaborating with UA Presents by merging with the University Activities Board
to redesign special events. Campus sustainability is a main focus. Emily announced
they have received a $180K grant to use toward purchase of a composting machine.
Zona Zoo has sold 12K passes for football and a new pregame show is being
introduced for those fans arriving early. Zona Zoo employs 45 student workers. ASUA
also continues to work on cost and affordability of programs and classes; keeping fees
down, maintaining financial aid programs, and class availability.
Graduate and Professional Student Council (GPSC) representative, Taylor Bell, is
proud to be a 4 generation Wildcat. He has taken an informal poll of fellow students to
get their feedback on the UAAA. He found that most students won’t join UAAA due to a
lack of connection. Taylor is focusing his efforts on grad student enrichment; involving
them in the rich traditions and getting them to feel connected. He suggested a grad
student alumni association that would work with UAAA.
Bobcats Senior Honorary President, Drew Rosenthal, spoke about the Evening of
Excellence and Heritage Week. Their philanthropic beneficiary this year will be Arizona
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Assurance. The Bobcats are also working on bringing the Alma Mater back to football
Jon Santos, Student Alumni Association (SAA) President, reported their focus is to
expand Cat Café. Jon explained that Cat Café is for alumni to host a meal with one or
more students. This year’s Cat Café is scheduled for November 5-7 and November 19-
21. The SAA philanthropic efforts will benefit Christmas Angels and Tour of the Tucson
Mountains (which provides funds to SAA).
Kayla Patrick from Arizona Allegiance explained how their group supports athletics;
Game Day Grill, Wildcat Walk. The Student Wildcat Club sold 1300 passes for $25
each to benefit student athlete scholarships. The purchaser of the pass gets early
tickets reservations and can get bowl game tickets earlier. Arizona Allegiance is
supporting all student athletes by attending all sports matches, not just football and
basketball. Their goal is to make Zona Zoo not only the biggest and loudest, but the
classiest student section in the Pac-10.
Mortar Board Senior Honorary, Brooke McLaughlin, explained their group recognizes
college seniors for their academics. Mortar Board is holding a national book drive to
promote literacy and has done charitable events, such as the weekend cleanup
throughout Tucson. She believes if students have a good time as students, they will
remain passionate and loyal to the UA.
PRESENTATION Fabian Cordova presented some background on membership and its impact on the
UAAA. He reviewed the new 5-year plan which includes increasing membership from
7,200 to 13,000. The goal is to have the Alumni Council to help with this membership
building effort to ultimately make the UAAA sustainable.
Kelley Prust presented Membership 101:
Kelley reviewed the different levels of membership and some of the ideas being worked
on; like a 30-minute webinar by Greg Byrne, career services collaboration. She will
send out promotional text that Alumni Council members can utilize in emails to
encourage alumni/friends to join. Members were split into groups for further discussion
and training on enrolling members. The Alumni Council member that enrolls the most
new memberships will win a lunch with Greg Byrne.
HOMECOMING Nancy Yaeli gave an update on the Fund for the Ages and Collegiate Showcase
programs at Homecoming this year. Tucson Lifestyle magazine is featuring
Homecoming on the October cover and is including a 16-page special program. UAAA
will receive 10% of the ad sales for the issue due out September 24. Lisa Valentine
showed a map of the plan for Tents on the Mall.
FINANCE Gary Harper was happy to report that UAAA ended the fiscal year in the black.
Investments made a little money this year, as well.
AUDIT Rob Ingold proudly reported a clean audit was just completed.
GOV & BYLAWS Mike Treadwell noted that at the Governing Board meeting the following motions were
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MOTION A motion to approve the newly restated and amended bylaws of the Phoenix Alumni
Chapter, provided that the chapter would change a few provisions to make them in
compliance with the UAAA bylaws;
MOTION A motion to approve the bylaws as submitted by the Austin and St. Louis Alumni
ADVOCACY Bill Ridenour reported that Cats at the Capital will take place in mid-January or late
February. Dominic Ortega added they need people who love education, regardless of
AWARDS Bill Jones encouraged people to attend the new upscale Awards program at
MOTION He motioned for approval of the list of award nominees. The motion was seconded and
COMMUNICATIONS Jim Patterson reiterated this committee’s goal of becoming the primary gateway vehicle
for colleges to alumni. They are also developing a WCL apparel/product line.
MEMBERSHIP Kelly Terhune-Neely asked Alumni Council members to share their stories as a way to
encourage new members to join.
FUNDRAISING Alie Vidal reported completion of a 5-year business/marketing plan and how a sales
culture needs to be established within the Alumni Council and Governing Board. Bear
Down Ball is moving forward.
RELATIONS Lynn Engel reported this committee’s goal is to expand Cat Café and ideas are
welcome. They also want to expand the Heritage & Traditions class. Another idea to
capture juniors and seniors is creating an Alumni Month in April. Alumni come in to
campus to connect, recruit, assist, network with students as they move toward
COLLEGES Bill Jones said the college reps talked about how to be effective conduits of
communications. He suggested expanding dates of Cat Café, customizing magazine
covers for different locales.
PRIORITY TOPICS Gary Harper opened up the meeting to brainstorming about the following priority topics.
Here are some points noted from that session.
How do we best engage the Governing Board and Alumni Council to guide the UAAA?
Better orchestration of exit from the Alumni Council
o Keep past members engaged; mentoring, homecoming committee,
tasks for past members to help with
o Past Chairs host Cat Café
Volunteer and charitable activities
o Career Services Fairs
o Weekend cleanups
o Create on-line sign-up sheet or calendar of events
How do we instill in students, freshman through graduation, that lifelong value of being
active, loyal and engaged alumni?
Share information and connect alumni with common interests
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Create and develop a “circle of life”:
Professional UAAA UA student
ADJOURNMENT The meeting was adjourned at 1:25 p.m.
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