1. Business Office & Financial Aid: A Team Approach Minnesota Collections Network Fall 2014

2. 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

3. President Julie Sullivan Provost Richard Plumb Academic Affairs College of Arts & Science Terry Langan Student Affairs Jane Canney Opus College of Business Stephanie Lenway IRT Chris Gregg School of Law Robert Vischer Enrollment Services Daniel Meyer School of Engineering Donald Weinkauf Institutional Effectiveness Michael Cogan School of Social Work Barbara Shank International Education Dennis Hart Athletics Steve Fritz Marketing/Sponsorship Michelle Morgan Financial Mgmt Megan Jacobson Game Day Activities Tyler Grey Sports Information Gene McGivern Coaches Athletic Facilities Intramurals Equipment Recreation Athletic Training General Counsel Sara Gross Methner Assoc. Gen’l Counsel Abigail Crouse Business Affairs & CFO Mark Vangsgard Human Resources Michelle Thom Accounting Gary Thyen Investments Carol Peterfeso Facilities Jim Brummer Auxiliary Services Jerry Anderley Purchasing & Payables Karen Harthorn Business Office Pam Peterson Bernardi Campus Thanos Zyngas Office for Mission Fr. Larry Snyder Office for Mission Mark Neuzil Chief Diversity Officer Campus Ministry Fr. Erich Rutten Institutional Advancement Kim Motes Development Joe Plante Constituent Relations Rachel Wobschall University & Gov’t. Relations Doug Hennes School of Divinity Msgr. Callahan Secretary Karen Hennes Executive Advisor Susan Alexander Organizational Chart

4. 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

5. 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.

6. Emphasize a Team Approach  Common Goals  Mutual Respect  New Employee Training  On going training and collaboration  Common Goals  Mutual Respect  New Employee Training  On going training and collaboration

7. Location, location, location  “One stop shop”  Student Service  “One stop shop”  Student Service

8. Open Communication  Changes  Registration/cancellation policies  Billing and refund schedules  Awarding and Disbursement schedules  Recruitment and retention goals  Communication plans  Changes  Registration/cancellation policies  Billing and refund schedules  Awarding and Disbursement schedules  Recruitment and retention goals  Communication plans

9. Consistency and Continuity  Monthly calendar  Publications  Communications  Monthly calendar  Publications  Communications

10. Partner in Communications  Overlapping content  Good cop/bad cop  Employ different approach  Unified front  Overlapping content  Good cop/bad cop  Employ different approach  Unified front

11. Partner in Problem Solving  Study Abroad Office  Registrars Office  VA School Certifying Official  Study Abroad Office  Registrars Office  VA School Certifying Official

12. Partner in Processes  Run nightly account changes (tuition adjustments)  Run nightly disbursements  Run nightly exemptions and discounts  Run nightly refunds  Run nightly account changes (tuition adjustments)  Run nightly disbursements  Run nightly exemptions and discounts  Run nightly refunds

13. 10,000 foot meetings  Senior staff  Regulatory or other topics  Reconciliation issues  Senior staff  Regulatory or other topics  Reconciliation issues

14. 1,000 foot meetings  Review delinquent accounts receivable  Analyze circumstances  Recommend improvements  Review delinquent accounts receivable  Analyze circumstances  Recommend improvements

15. New Student Orientation  Combined presence  Focus on parents  Include financial aid and billing basics  Panel and Q & A  Survey results  Combined presence  Focus on parents  Include financial aid and billing basics  Panel and Q & A  Survey results

16. Team Building  Social events  Employee recognition  Set up a golf or bowling outing, or a happy hour.  Social events  Employee recognition  Set up a golf or bowling outing, or a happy hour.

17. Any Questions? Susan Brady, Financial Aid Office Emailsusan.brady@stthomas.edu Phone(651) 962-6553 Webwww.stthomas.edu/financialaid Dan Gallivan, Business Office Emailgall4395@stthomas.edu Phone(651) 962-6609 Webwww.stthomas.edu/businessoffice Susan Brady, Financial Aid Office Emailsusan.brady@stthomas.edu Phone(651) 962-6553 Webwww.stthomas.edu/financialaid Dan Gallivan, Business Office Emailgall4395@stthomas.edu Phone(651) 962-6609 Webwww.stthomas.edu/businessoffice