1. 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

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

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

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

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

6. 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

7. 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

8. Staffing Structure 8

9. 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

10. 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

11. 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

12. 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

13. Joint Billing/Financial Aid
Mailing 13

14. Student Financial Services
Joe Weglarz
Executive Director, Student Financial Services
Phone: