Consulting and Training

In today’s competitive environment, institutions need to be agile and innovative in order to achieve their financial and enrollment goals. When you choose FAS, you benefit from a deep pool of industry experts and a wide array of resources to help you. Our engagements are customized to align people, processes and systems to achieve your operational, enrollment and student experience goals.


Office and Organizational Assessments

An analysis of the effectiveness and efficiency in financial aid and/or student accounts operations. With our customized format, choose a comprehensive review or focus on specific areas such as:

  • Business Processes
  • Staffing
  • Compliance
  • Student Service
  • Vendor Management
  • Technology Optimization

Compliance Reviews

An objective review to determine the institutional state of compliance.  This should be conducted on a routine 3-year basis or when there is leadership turnover in financial aid or student business services.  Results highlight where strong measures are in place and offer recommendations for strengthening other areas. Our unique and innovative triangular approach centers on institutional, program and student eligibility.

Other areas include:

  • Cash Management
  • Privacy Protections
  • Required Reporting

Custom Consulting Engagements

Targeted guidance and assistance based on your institutional needs and priorities, such as: 

  • Process Improvement
  • Streamlining Operations
  • Policy Advice
  • Initial Title IV Participation
  • Student Engagement
  • Strategic and Succession Planning


Customized training offered in a variety of formats, from presenter-led sessions held in-person or virtually to one-on-one mentoring and coaching.  Wide-ranging topics include:

  • Compliance
  • Financial Aid Administration
  • Bursar and Student Accounts Fundamentals
  • Customer Service
  • Conflict Mediation
  • Policies and Procedures
  • One-stop Student Service Model
  • Managerial and Required Reporting

Let’s Look At Your Future, Together

An expert is ready to discuss all your institution can achieve through financial aid and student business services.

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