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Services Request Additional Information

If you would like to receive additional information about optimizing your financial aid operations, please select from the following list of services. Check all that apply.

Consulting
Maximizing the effectiveness of financial aid offices through strategic counsel, leadership development, mentoring and our policy and procedure development service (offered in partnership with NASFAA).
Interim Staffing
Staffing leadership and expertise to help keep operations on track during peak activity periods, medical or maternity leaves, when clients are searching for new staff, or during system implementations.
Assessments and Analyses
Customized office assessments, staffing analyses and student file reviews that help reduce expenses, increase efficiency and ensure compliance.
Remote Processing Support
Support on a short-term or permanent basis with processes including automated verification services (PAVE), loan origination & reconciliation, R2T4 calculations and SAP monitoring. This frees your staff to address other urgent priorities and prevents or clears application backlogs.
Compliance Services
Helping to ensure high-quality compliance with approaches that reduce risks and give colleges peace of mind during audits and program reviews.

Industry Insights Request a Digital Copy

If you would like to receive a free digital copy, please select from the following list. Check all that apply.

Choosing a Financial Aid Service Provider
The key to success when choosing a financial aid service provider is to make the right decision for your campus based on a number of factors other than just price. Careful due diligence in critical service areas will protect your institution from risk, costly mistakes and potential liability.
Senior Administrators Financial Aid Checklist
FAS originally developed a Financial Aid Operations Checklist for Senior Administrators for an advisory council of Historically Black Colleges and University (HBCU) presidents. These guidelines, which are applicable to financial aid operations at all colleges and universities, identify 11 best practices in college financial aid, as well as indicate common problems.

Presentations Request a Digital Copy

If you would like to receive a free digital copy, please select from the following list of available presentations. Check all that apply.

What Bursar’s Wished Directors of Financial Aid Knew
Based on FAS’s work with experienced bursars and student account managers, as part of its new Student Business Services (SBS), the presentation provides insight of what a financial aid director’s counterpart in the business office would like us to consider. This includes the importance of strong communications, coordination of timelines, impact of adjusting student aid packages (particularly after the final bill is sent or into the next term), and an understanding/appreciation of the scope of work performed in their offices besides managing student accounts. This includes sponsored billing, third party management, collections, along with financial reporting requirements.
Professional Judgement
Judy Schneider, Senior Consultant, provided an effective and easy-to-understand presentation on Use of Professional Judgement by Financial Aid Administrators. Originally presented at the TASFAA Conference.
Financial Aid Operations Checklist: An Executive Perspective of a Well-Managed Operation
Dr. Janet Hunter, FAS executive consultant, originally presented this to the Midwest Association of Student Financial Aid Administrators (MASFAA) Conference. Presentation is based on the FAS “Financial Aid Operations Checklist for Senior Administrators.” These guidelines, applicable to all colleges and universities financial aid offices, identify 11 best practices in college financial aid, as well as indicate common problems. Evaluate your operation based on this executive-level checklist.
FAS Office Effectiveness Reviews Top Ten (and More) List
Dr. Janet Hunter, FAS executive consultant, originally delivered this presentation to New Jersey Community Colleges Financial Aid Sector Group Meeting. The presentation delves into FAS’ most frequent observations during the Financial Aid Office Assessment and includes recommendations for correction actions or process improvements.

Verification Checklists Request a Digital Copy

The Verification Checklist, a tool that FAS consultants use to verify files, was developed to improve accuracy and facilitate quality assurance.

2019-2020 Verification Checklist
2020-2021 Verification Checklist (when available)

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Services Request Additional Information

Industry Insights Request a Digital Copy

Presentations Request a Digital Copy

Verification Checklists Request a Digital Copy

Other We Welcome Your Comments