business office & financial aid: a team approach minnesota collections network fall 2014
TRANSCRIPT
Business Office & Financial Aid: A Team Approach
Minnesota Collections Network Fall 2014
University of St. Thomas
Founded in 1885
Private University
Enrollment Fall 2013 10,221
6,350 Undergrad 3,871 Grad
FY 2013 Gross Tuition Revenue =
$270 million
FY 2013 Financial Aid Disbursed =
$199 million
PresidentJulie Sullivan
ProvostRichard Plumb
Academic AffairsCollege of Arts &
ScienceTerry Langan
Student AffairsJane Canney
Opus College of Business
Stephanie Lenway
IRTChris Gregg
School of LawRobert Vischer
Enrollment ServicesDaniel Meyer
School of EngineeringDonald Weinkauf
Institutional Effectiveness
Michael Cogan
School of Social WorkBarbara Shank
International EducationDennis Hart
AthleticsSteve Fritz
Marketing/SponsorshipMichelle Morgan
Financial MgmtMegan Jacobson
Game Day ActivitiesTyler Grey
Sports InformationGene McGivern
Coaches
Athletic FacilitiesIntramuralsEquipmentRecreation
Athletic Training
General CounselSara Gross Methner
Assoc. Gen’l CounselAbigail Crouse
Business Affairs & CFOMark Vangsgard
Human ResourcesMichelle Thom
AccountingGary Thyen
InvestmentsCarol Peterfeso
Facilities Jim Brummer
Auxiliary ServicesJerry Anderley
Purchasing & PayablesKaren Harthorn
Business OfficePam Peterson
Bernardi CampusThanos Zyngas
Office for MissionFr. Larry Snyder
Office for MissionMark Neuzil
Chief Diversity Officer
Campus MinistryFr. Erich Rutten
Institutional Advancement
Kim Motes
DevelopmentJoe Plante
Constituent RelationsRachel Wobschall
University & Gov’t. Relations
Doug Hennes
School of DivinityMsgr. Callahan
SecretaryKaren Hennes
Executive AdvisorSusan Alexander
Organizational Chart
Staffing Model
Financial Aid Office 4 Front Desk Assistants
6 Counselors
4 Assistant Directors
3 Associate Directors
Director
Business Office Student Worker at front window and in
collections area
Systems Specialist
4 Fulltime Staff
Assistant Director (Perkins and A/R collections)
Associate Director (Accounting)
Director
Enterprise System
Alumni, Employee, Financial and Student System of Record (Banner)
Self Service component (Murphy Online)
Access to each other’s screens
Reduces the overall customer interaction time as we can address many issues without involving the other department unnecessarily.
Emphasize a Team Approach
Common Goals
Mutual Respect
New Employee Training
On going training and collaboration
Location, location, location
“One stop shop”
Student Service
Open Communication
Changes
Registration/cancellation policies
Billing and refund schedules
Awarding and Disbursement schedules
Recruitment and retention goals
Communication plans
Consistency and Continuity
Monthly calendar
Publications
Communications
Partner in Communications
Overlapping content
Good cop/bad cop
Employ different approach
Unified front
Partner in Problem Solving
Study Abroad Office
Registrars Office
VA School Certifying Official
Partner in Processes
Run nightly account changes (tuition adjustments)
Run nightly disbursements
Run nightly exemptions and discounts
Run nightly refunds
10,000 foot meetings
Senior staff
Regulatory or other topics
Reconciliation issues
1,000 foot meetings
Review delinquent accounts receivable
Analyze circumstances
Recommend improvements
New Student Orientation
Combined presence
Focus on parents
Include financial aid and billing basics
Panel and Q & A
Survey results
Team Building
Social events
Employee recognition
Set up a golf or bowling outing, or a happy hour.
Any Questions? Susan Brady, Financial Aid Office
Email [email protected]
Phone (651) 962-6553
Web www.stthomas.edu/financialaid
Dan Gallivan, Business OfficeEmail [email protected]
Phone (651) 962-6609
Web www.stthomas.edu/businessoffice