1. Ann L. House Associate Vice President, Advancement Services University of Miami Michael L. Marcotte Vice President for Technology The University of Oklahoma Foundation Juan Cueto Sr. Associate Vice President, Advancement Services Florida International University Best Practices in Scholarship & Endowment Stewardship

2. Advancement Services is stepping out of the box

3. Two issues happily collided -- 1.The University had unmet financial needs among the freshman class. 2.Scholarships were going un- awarded.

4. The Weeds 1.Would the President or the Provost be interested in how much is available? 2.The report includes: account numbers, titles, criteria, classification, school/areas, authorization to award, balance currently in spending account, previous year endowment income. 3.What happened? How do we sustain this?

8. Challenges at FIU Decentralized scholarship information Unknown scholarships in academic departments Scholarships were not being awarded Unknown approval processes List goes on… Our response to these Challenges?

9. AcademicWorks Cloud-based Centralized scholarship location Specific information on every scholarship Easier approval process Integration Secure and Available Donor Relations/Recognition