1. Regent 8 Financial Aid Management Solution
Helping schools fully automate all enrollment models; Standard Term, Non-Term and BBAY, Self-Paced, and Competency Based
Lesley Phelps
VP of Marketing and Business Development
Steve England
VP of Client Solutions

2. Agenda? What is Competency Based Learning What is Non-Term?
Why are schools moving to these new models?
What are the issues?
How can it be done successfully?
Company Confidential

3. ABOUT REGENT
100% dedicated to Financial Aid and Enrollment Optimization as our core business
Our partners process over 1,500,000 students per year using Regent solutions
50+ employees dedicated to financial aid solutions
Over 250 collective years of higher education expertise
Strong industry and vertical advisory board in place
Includes customers and non-customers
VC backed –Chrysalis Ventures & Edison Ventures
Seasoned Board members

4. Regent 8 Financial Aid Management
SNAP by Regent Student Needs Application Platform
Acquisition and distribution of funds Compliance Enrollment optimization Student satisfaction
Document
Tracking
Student Self Service Portal
9/16/2018
Company Confidential

5. About Regent Enterprise
The First Truly Service Oriented, SaaS, Financial Aid System
Fully-integrated Product Suite
Modular Design
Service-Oriented Architecture
Flexible Implementations
Unified Management
Company Confidential

6. What is Competency Based Learning?
Decoupling of seat time from academic progress
Progress is evaluated on mastery of content/skills rather than seat time
Student paced vs. defined semester, quarter, etc.
The ultimate non-term…
Company Confidential

7. What is Non-Term?
Terms are the building blocks for student academic years
For financial aid purposes, a student’s academic program is delivered in one of three structures:
Standard Term
Nonstandard Term (NST)
Non-Term

8. Non-Term Clock-hour programs always nonterm for FA purposes
Non-Term Credit hour:
courses do not begin and end within a set period of time
courses can overlap the term begin and/or end dates
Versions:
Self-paced
Modules
Consecutive
Overlapping
On-demand

9. Why Competency Based Learning?
More accurately measure student learning
Reduce time to graduation
Reduce costs
Be positioned for potential funding model changes
Meet changing student needs
Enrollment Considerations
Paradigm shift in teaching and learning pedagogy that is the underlying driver of these changes
Gone are the days where every student had to pick up and move to a brick and mortar campus and attend a lecture with one instructor in front of a room delivering a single lecture in a single style to a group of perhaps dis-simimlar student s.
We are seeing a shift in rapid shift in delivery methodlogy.
Microsoft leader attended an academic conference and told the faculty members that professors were woefully underpaid- (huge applause) and he went on to day that he thought in the near future professors would and should be some of the highest paid individuals in the country-had them on their feet-and then he said-but we only need a few thousand for the entire country
Measure learning rather than time
Adults particularly come to college with differences in what they already know-and how fast they learn-so particularly suited to this population
Higher ed was very different even just 5 years ago-and we are now at another junction as we see schools move to a more flexible and student centric teaching and leaning model-which of course impacts all of us in the financial aid world

10. Why Non-Term? Flexibility Changing demographics Year round education
Competency Based Learning Initiatives
Meeting changing student demands
Flexibility
Changing demographics
Year round education
Increase in online learning
Enrollment considerations
Can add students at additional intervals
Easily incorporate breaks in attendance
Default Prevention Considerations
Paradigm shift in teaching and learning pedagogy that is the underlying driver of these changes
Gone are the days where every student had to pick up and move to a brick and mortar campus and attend a lecture with one instructor in front of a room delivering a single lecture in a single style to a group of perhaps dis-simimlar student s.
We are seeing a shift in rapid shift in delivery methodlogy.
Microsoft leader attended an academic conference and told the faculty members that professors were woefully underpaid- (huge applause) and he went on to day that he thought in the near future professors would and should be some of the highest paid individuals in the country-had them on their feet-and then he said-but we only need a few thousand for the entire country
Higher ed was very different even just 5 years ago-and we are now at antoher junction as we see schools move to a more flexible and student centric teaching and leaning model-which of course impacts all of us in the financial aid world

11. Why is Financial Aid the Hindrance for moving to Non-Traditional Learning Models?
Financial Aid Management Systems designed around the concept of structured periods of enrollment
Manual processes increase compliance risk
Manual packaging and repackaging result in slower service
Labor cost considerations
Company Confidential

12. Regent 8 – The New Standard in Financial Aid Management
Complete support for all enrollment models
End to end automation enables faster closing cycles
Ability to manage multiple campuses from a single platform
Automation by default -- intervention by exception optimizes manpower utilization
Robust reporting Ability to support standard term, non standard term and non term
Compliance monitoring
Enterprise hierarchy – single software instance for multiple campus applications; support for cross registration
Compliance monitoring = complete audit trail
Is called Regent Enterprise. And it consists of 4 different interfaces that add value to the entire institution – not just FA.
The Regent Executive Dashboard – The Regent Financial Aid Manager – and the Regent multi-lingual student self service portal
These 3 modules are all 100% web based, tightly integrated and work off the same database, most importantly reflect real time information.
Regent Enterprise integrates into a colleges existing technology landscape – including integrating with any student information system or ERP –
Installation and training takes less than 90 days
Expertly designed so that minimal training is required to learn to use the system
And execution and use of the system is immediate
We also offer a hosted solution -
Web based
Real time
4 interfaces that work off of fa office
-- fam
-- student portal
-- dashboard
-- imaging
Impleme – days, depending on conversion.
Training is minimal
Execution is immediate
Don’t need to be expert to use or have an IT background
Company Confidential

13. End-to-End Automation
Packaging and Repackaging for Non-Term, BBAY and SAY.
End-to-End
Automation
ISIR Processes – C-Code and Error Code Remediation.
COD and Reconciliation Processes.
Regent 8 institutions achieve a 20% to 60% reduction in back office manpower due to dramatic reduction in manual processes.
SAP Processes.
R2T4.
Document Management.
Data Integration – SIS, CRM, Lead Management.
Student Notifications - Missing Documents, Awards, Issues, etc.
Company Confidential

14. Introducing SNAP by Regent
Detailed reports of all applicants and their progress
9/16/2018
Introducing SNAP by Regent

15. Regent 8 DEMONSTRATION

16. Summary
Changing landscape in higher education resulting in non- traditional enrollment models
Significant impact on financial aid
Compliance
Service
Cost
Make sure financial aid has a seat at the table
Company Confidential

17. Questions?