In our work with you, our Consulting Directors will first conduct their due diligence by gathering key information before starting an on-campus assessment and evaluation process. They will analyze organization charts; position descriptions; process and procedures documentation; policy statements contained in the academic Catalog and statements and perceptions of concern prior to our arrival on your campus.We will review current findings of external audit reports from the A133 single audit for assessment of regulatory compliance. The Consulting Director who partners with your institution will digest and dissect this information with critical thinking and the wisdom of their extensive expertise and experience prior to starting the on-campus portion of the evaluation and assessment work.Typically, the focusEDU Consulting Director(s) will spend a contiguous four-five days on campus to gather information; conduct in-depth discussions with key constituents including academic leadership, peer directors in admission, registrar, student financial services and academic advisement components of your institution.We evaluate and assess business practices to ensure proper alignment of practices and data for all regulatory compliance reporting needs. The Consulting Director will spend substantial time talking “operations and processes” with the staff who actually conduct work at the operational level. It is focusEDU’s business philosophy that unless we gather information as the micro-level that we do not have a solid basis for making recommendations at the macro-level (our Comprehensive Report after our site visit).

Responsibilities/Oversight• Senior leadership within Enrollment Management division• Efficient and compliant administration of over $98 million in federal, state, and institutional financial aid programs ($73 million of which are institutional scholarship and grant funds) to undergraduate day, undergraduate evening, and graduate students• Enrollment Management research and reporting to include Common Data Set, IPEDS, and comparative/benchmarking research and analysis (data as well as visual analytics via Tableau)• NCAA Division I financial aid compliance and administration in coordination with associate athletic director for NCAA Compliance• Development of strategic financial aid awarding plan to meet enrollment, retention, and net tuition revenue goals in coordination with Human Capital Research CorporationAccomplishments and Service• Developed and successfully implemented an aggressive plan to automate the financial aid packaging for undergraduate day, undergraduate evening, and graduate programs; result was reduced time to award the incoming class from seven (7) days to less than two (2) hours• Introduced multiple efficiencies in office procedures and processing that resulted in the ability to eliminate three (3) FTE positions• Instituted monthly reconciliation procedures internally between financial aid, bursar, and financial services (general ledger) as well as externally with the South Carolina Commission on Higher Education, the South Carolina Tuition Grants Commission, and the U.S. Department of Education’s Common Origination and Disbursement system• Successfully managed the transition from the Federal Family Educational Loan Program to the Federal Direct Loan Program• Developed a successful model for institutional financial aid budget planning, including projections of retention, new student matriculation, increased demonstrated need of families, etc. resulting in significantly improved integrity throughout the operating budget planning process

Responsibilities/Oversight• Efficient and compliant administration of over $27 million in federal, state, and institutional financial aid programs ($18 million of which were institutional funds)• Promoted the collaboration among admission and financial aid personnel to support institutional enrollment goals in addition to individual professional goals• NCAA Division III financial aid compliance and administration in coordination with Athletic Director and Institutional Research• Supervised financial aid staff of three (3)• Counseled parents and students on all matters related to financing a college educationAccomplishments and Service• Served on the implementation committee for SCT Banner and worked with the consultant on the design and building of the financial aid module• Reduced the necessity for most students and parents to transact financial aid business in person at the Financial Aid Office by successfully leading the implementation of Banner Student Self-Service; end goal was to provide online services for those who wanted those services and to allow the financial aid staff to provide one-on-one assistance for students and families needing and wanting such personal service• Managed the implementation of a document imaging system for the Financial Aid Office• Served on Accreditation (Reaffirmation) Steering Committee: Southern Association of Colleges and Schools – Commission on Colleges (SACS-COC) Accreditation (Reaffirmation) Steering Committee; served on the institutional Quality Enhancement Plan (QEP) Committee for SACS-COC reaffirmation• Served on the steering committee of Rhodes Data Services as one part of the larger move to an integrated student services management model• Served on the design and implementation committee for the Rhodes Student Associates Program (RSAP), a unique work program which offers students the opportunity to serve as program assistants to faculty and staff who have long term, sustainable projects

Responsibilities/Oversight• Supervised financial aid staff of four (4)• Promoted the collaboration among admission and financial aid personnel to support institutional enrollment goals in addition to individual professional goals• Led efficient and compliant administration of over $10 million in federal, state, and institutional financial aid programs ($7 million of which are institutional scholarship and grant funds)• Instituted institutional awarding policies with the goal of reducing the tuition discount and increasing net tuition revenue• Supervised Office of Admission’s merit/fine arts scholarship awarding• Counseled parents and students on all matters related to financing a college education• Chair the College’s Financial Aid CommitteeAccomplishments and Service• Served on the implementation committee for Datatel’s Release 16 which redesigned the database structure of the entire student system, particularly admission, registrar, and accounts receivable• Reorganized duties of staff so that one person is dedicated to incoming student financial aid and two people work with returning students; significantly improved service to both incoming and returning students by developing relationships that impacted more than financial aid• Served on the College’s Institutional Research Committee which studied student persistence issues, including the relationship of financial aid to persistence• Assisted with transition process from NAIA to NCAA Division I athletics

Responsibilities and Accomplishments• Managed recruitment territories in Alabama, Mississippi, and Texas• Served as director of the Summer Scholar Program for high school juniors• Coordinated several on-campus visitation events• Initiated the search and purchase of a new campus-wide administrative computer software system, Datatel Colleague• Increased efficiency of office procedures