EDUCATION:

• M.S. in Education, Eastern Illinois University.
  Major Field: College Student Personnel Services
• B.S. in Education, Eastern Illinois University.
  Major Field: Mathematics; Minor: Business.

PROFESSIONAL EXPERIENCE:

Consultant 2010-2011
Independent contractor providing financial aid consulting services to colleges and universities.

The University of Wyoming, Laramie, WY
Director of Student Financial Aid 2002-2010
Managed the central office of financial aid for Wyoming’s only public university. Supervised annual awarding of $85 million to a student body of 13,500 students. Served as an integral member of the enrollment management team. Supervised 20.5 full-time professional and support staff. Significant accomplishments include:

• Lead individual in developing proposed scholarship reform to better target scholarship funds using econometric modeling principles. Cultivated buy-in from colleges and departments through personal contact for implementation of scholarship reform.
• Supervised review of all endowed financial aid funds of the university to determine best use for enhancement of enrollment management goals. Removed layers of non-required, non-donor restrictions to broaden use of funds including the expansion of need-based grant opportunities for students in addition to providing budget relief for unfunded scholarship aid.
• Served on the university’s SIS Steering Team and directed the financial aid office’s conversion to the SCT Banner student information system.
• Assisted the Wyoming legislative Education Committee in their deliberations concerning the implementation of the Wyoming Hathaway Scholarship Program, a statewide scholarship and grant program based on high school test scores, grades and curriculum. Advised the Financial Aid Directors at the Wyoming Community Colleges of developments and seeking input.

The University of Denver, Denver, CO
Director of Student Financial Services 1999-2002
Managed the financial aid, accounts receivable, billing, loan collections, financial advising center and cashiering functions for independent university of 10,000 students. Supervised 31 full-time professional and support staff. Significant accomplishments include:

• Reorganized the previously combined offices of financial aid and bursar to improve services offered to students, to other offices on campus and to the campus community at large. Managed the university’s $95 million financial aid program and the collection of $150 million annually in tuition revenues.
• Developed and implemented graduate/professional level Federal Family Educational Loan Program with the university serving as the lender. This program generated income ($1.5 million in fiscal year 2002) that increased student grant aid, reduced loan costs to students and subsidized the university's grant and scholarship programs.
• Directed the office’s conversion to SCT Banner student information system replacing an outdated combination of manual and limited homegrown computer systems for processing financial aid, accounts receivables, loan collections and cashiering.

The University of Tulsa, Tulsa, OK
Director of Student Financial Services 1989-1999
Administered $30 million financial aid program for independent university of 4,300 students. Supervised professional and support staff of 11. Programs administered included all university scholarships, grants, work and loans, as well as federal, state and private aid programs. Significant accomplishments include:

• Reorganized and expanded office staffing to better meet needs of student body of 4,300 heavily dependent upon financial assistance – over 65 percent of undergraduates received institutional funding; over 85 percent received some type of financial assistance;
• Developed and implemented a computer-based modeling system driven by both student financial need and achievement, leveraged limited institutional resources by targeting scholarships and grants toward those students deemed most attractive for recruitment to the university;
• Developed and implemented a graduate/professional level Federal Family Educational Loan Program with the university serving as the lender. This $10 million program generated income (over $400,000 annually) to subsidize the university's grant and scholarship programs;
• Implemented conversion to the Datatel Colleague student information system for processing financial aid;
• Implemented centralized control of student assistance programs with particular emphasis in centralizing departmentally controlled scholarships in the Office of Student Financial Services;
• Established financial aid web page that included scholarship listings and student employment opportunities with expanded community service;

Alfred University, Alfred, New York 1976-1989
Director of Student Financial Aid
Administrative position with independent university of 2,100 students – 85% received financial aid. Significant accomplishments included the development and implementation of a university-designed automated financial aid system; the construction and implementation of a computer-based modeling system for leveraging institutional assistance; established the first Job Locator program in Western New York; created an award-winning financial planning manual; and, established electronic student employment bulletin board.

Southeastern Community College, Whiteville, North Carolina 1973-1976
Director of Student Financial Aid
Administrative position with responsibility for college's financial aid programs. Additional responsibilities included loan collections, Veterans Affairs Officer, and Alumni Affairs Officer.

PROFESSIONAL MEMBERSHIPS AND ACTIVITIES:

STATES:
Wyoming Association of Financial Aid Administrators (WyASFAA) – President, 2005-06; President-Elect, 2004-05; Committee Chairs, 2004-05; Member, Colorado Association of Financial Aid Administrators (CAFAA) – Member; Oklahoma Association of Student Financial Aid Administrators (OASFAA) -- President, 1993-94; Committee Chairs, 1990-99: Long Range Planning Committee, Nominations and Elections Committee, Advisory Committee, Conference Committee. New York Student Financial Aid Administrators Association (NYSFAAA) – Member; Regional Chair; North Carolina Association of Student Financial Aid Administrators (NCASFAA) – Member; Committee Chair. Presenter and panelist at several state financial aid conferences.

REGIONS:
Rocky Mountain Association of Student Financial Aid Administrators (RMASFAA) – Member, Board of Directors, 2004-05; Faculty, RMASFAA Summer Institute, 2003, 2004 and 2005; Vice-Chair, Finance and Audit Committee, 2001-02; Member, Publications Committee, 2001-02. South West Association of Student Financial Aid Administrators (SWASFAA) -- President, 1998, President-Elect, 1997, Board member, 1993-94, 1997-99; Annual Conference Local Arrangements Chair, 1996; Conference Committee, 1993. The College Board -- Member, Southwestern Regional Council, 1994-97. Conference Local Arrangements Committee Co-Chair, 1997. Eastern Association of Student Financial Aid Administrators (EASFAA) – Member. Southern Association of Student Financial Aid Administrators (SASFAA) – Member. Presenter and panelist at several financial aid and College Board regional conferences. Decentralized training, instructor, 1995.

NATIONAL:
Appointed to Advisory Committee on Student Financial Aid (ACSFA), 2010-13, a committee created by Congress as an independent and bipartisan source of advice and counsel on student financial aid policy to both Congress and the Secretary of Education; National Association of Student Financial Aid Administrators (NASFAA)—Past National Chair, 2009-10; National Chair, 2008-09; National Chair-Elect, 2007-08; As NASFAA National Chair (Elect & Past) chaired and participated on numerous committees – Finance, Association Governance and Membership, Nominations and Elections and currently Awards Committee Chair; Chair, Institutional Program Management Committee, 2004-05 committee selected Committee of the Year; Member, Federal Student Aid (FSA) –Trainer for workshops on “Audits and Program Reviews: Paths for Success”, Spring, 2005; Diversity and Multicultural Initiatives Committee, 2003-04; Member, Board of Directors, 1997-2002. Served on two national conference committees, 1992 and 1993. 1993 committee selected Committee of the Year. Presenter and moderator at several financial aid national conferences.

HONORS AND AWARDS:

Service Awards – NASFAA, Distinguished Service Award, 2009; SWASFAA, 1997, 1992 and OASFAA, 1995; Recognized for multicultural leadership at The University of Tulsa by the Multicultural Affairs Committee, University of Tulsa, 1993; Recognition for service to the Eastern College Athletic Conference, Alfred University, 1987; President of the Alfred, NY Lions Club, 1984-85 - 100 percent President; Selected as an outstanding Young Man of America, 1976; President, Lake Waccamaw, North Carolina Jaycees, 1975-76; Bronze Star, U.S. Army, 1970