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Optimize Financial Aid

Is Your Financial Aid Strategy Working For or Against You?

Financial Aid can be a powerful asset in achieving your mission and enrollment goals, or it can be a misconstrued mess that de-values the school's quality and image. 

What is the purpose of your financial aid strategy?

• Is it a way to fill empty seats and/or increase enrollment?
• Does it help you achieve a more diverse student body?
• Are you using aid as a response to parents' concerns about affordability?

In this workshop we'll guide you through a deeper understanding of how your tuition assistance program impacts your sustainability, reputation, culture, and goals. This is a critical component of the overall strategy for any independent school. In this training you will explore:

• Structure: Purposeful financial aid policies and processes that enable pursuit of the mission
• Communications: Build confidence and trust with families, donors, investors, and faculty
• Outcomes: Wise financial stewardship, Enrollment growth, Diversity, etc.

The in-person Optimize Financial Aid workshop requires half to a full day of instruction and planning. We generally run 9:00 AM to 3:00 PM, with a working lunch.

Administrators of the school, including the chief administrator, board members, CFO/business manager, Principals, Admission Director, Development Director, and any supervising leader.

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• Assess current financial aid policies and processes

• Establish guiding principles and expectations

• Understand best practices for financial aid

• Produce a Financial Aid Strategy

• Determine points of accountability and communication