• 1040 Review, EFC and Verification
• ISIR/SAR Review and Data Base Matches
• Overview of Student Financial Aid and The Process
• Awards and Packaging
• Disbursements and Return of Title IV Funds
• Reporting, Reconciliation and Administrative Responsibilities
• Program Reviews and Audits

The primary goal of training is to ensure that the entire office functions efficiently using a uniform philosophy and procedures.

Organizational/Departmental Development

We conduct an analysis of the departmental dynamics between staff and/or management. We have highly skilled individuals who use a series of exercises and workshops to improve staff relationships and increase departmental synergy.

Change Management

We monitor the success of new office processes established and recommend adjustments as necessary. We use reports and specific measurement tools to evaluate the success of the processes, policies, procedures and overall administration of the aid programs.