One Stop Shop Solutions Marist College Student Financial Services Joe Weglarz Executive Director Canisius College Student Records & Financial Services Kevin Smith Assistant Vice President & Director

Student Financial Services One Stop Shop Student Financial Services Financial Aid · Student Accounts · Student Employment · Financial Literacy

Marist College Founded in 1929 Located in New York’s historic Hudson Valley Branch located in Florence, Italy Site located in Dublin, Ireland Enrollment 2017-2018 5,037 Traditional Undergraduate 1,354 Graduate and Adult Albany Marist NYC Marist Freshman Dublin Experience

Agenda Vision Implementation/Integration Strategies Staffing Structure Office Schematics Customer Service Cost Savings/Return on Investment Outcomes 4

Vision Strategic Plan - Competitive Industry - Customer Service - Affordability Proposal - Research - President/Senior Management approval - Announcement 5

Implementation/Integration Strategies Went live Fall 2006 Implemented to increase efficiency, improve customer service, and streamline day to day operations A clearly defined organizational chart was created to ensure checks and balances between financial aid and billing Responsibilities and distinct separation of duties enforced to remain in compliance with federal regulations 6

Staffing Structure The staffing structure includes both support and administrative staff Both Financial Aid and Bursar operations report to the Executive Director This reporting structure ensures compliance with college and federal regulations 7

Staffing Structure 8

Office Schematics Partnered with the Physical Plant to produce conceptual layout drawings Office renovations were completed during the Summer New office structure allows constituents to be serviced in a more confidential and professional environment 9

Customer Service Students and parents are able to satisfy financial aid requirements and payment obligations at the same time Unintentional back and forth between offices and duplication of efforts eliminated Increased time for staff to counsel students 10

Cost Savings/Return on Investment Decrease in Student Accounts Receivable Reduced operating expenses Reduced temporary and part time labor costs during peak periods Cross training has led to increased efficiency, productivity and support during high volume periods 11

Outcomes Excellent customer service survey results More efficiency in reaching operational goals Expanded services to include financial literacy and more individualized counseling Continuous assessment of our policy and procedures 12

Joint Billing/Financial Aid Mailing 13

Student Financial Services Joe Weglarz Executive Director, Student Financial Services Email: studentfinancialservices@marist.edu Phone: 845-575-3230