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.

Organizational and Operational Efficiency

Evaluate your business practices and staffing levels against industry leading practices to discover where major efficiencies can be found.

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


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

Policy and Procedures

If you’re overwhelmed with time constraints, FAS consultants can take the lead updating or developing your policy and procedures manual.

Ensure your policy and procedures are aligned with Title IV compliance and/or they are not overly complicated.

  • Title IV Compliance
  • Policy Simplification
  • Update and Develop Manuals and Regulatory References
  • Endure Proper Systems in Place

Technology Optimization

FAS Consultants possess the rare combination of tech acumen + real-world financial aid experience.

We’ll optimize your tech + teach you how to be self-sufficient.

  • Build Student Information System Process Maps
  • Set- up Award Year Configurations
  • Update and Develop System Data Dictionary
  • Improve Management Reporting
  • Workflow Automation and Cloud Computing
  • Software and Plug-in Integration

Staff Training & Development

Customized training is 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

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

Marketing Communications

We know the most important marketing messages come out of the Financial Aid and Bursar’s office.  

  • Communication Process Improvement
  • Ensure Award Best Practices
  • Leverage Institutions Value Prop with Communication
  • Marketing and Communication Innovation
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