Our Services

Blue Icon Advisors are the trusted advisors to the financial aid community.  All our work has the backing of NASFAA's experience as a trusted advisor in providing top-notch training and compliance assistance to schools.

We will match you with a consultant to evaluate your needs and deliver an action plan that meets your short-term and long-term goals. We have designed some of our new consulting options to take place off-site via phone and video chat or with groups, in addition to traditional on-site work. Since every engagement is custom, you won't waste time or money on services your institution does not need.  

Policies & Procedures Evaluation

Review your school's Policies & Procedures (P&Ps) for compliance issues, write missing pieces, and/or move them into NASFAA's P&P Builder.  Can include staff training on using the NASFAA P&P Builder, which features automatic notifications on regulatory changes so you can easily update your manual from year to year. Please note that the NASFAA P&P Builder subscription is required.

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Compliance Assessment

Review procedures on specific topics to ensure compliance with federal Title IV rules and regulations, and provide a report of findings with a priority order to address the highest liability issues.  For a full compliance review of all Title IV rules, check out NASFAA's Standards of Excellence Review Program.

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Operations Review

Evaluate the financial aid office organizational size and structure, functional tasks, technology use, and workflow to identify bottlenecks or inefficiencies.  Our report will provide recommendations to improve effectiveness, customer service, and staff performance. Note: NASFAA's Standards of Excellence Review Program includes a similar evaluation with the addition of a full compliance review.

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Customized Training

Provide federal Title IV compliance training to your staff, either on-site or via video/web conferencing.  Our consultants have NASFAA credentials in the topics presented, so your event qualifies the attendees the opportunity to sit for the respective NASFAA U Credential Test.  We offer 17 training topics including Return of Title IV Funds, Consumer Information, Gainful Employment, and Verification. Customer service and professional development training are also available.

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Management/Leadership Consultation

Develop skills as a new or aspiring director, positioning yourself (and the financial aid office) at your institution, and effectively managing employees and projects.  Check out our Consulting Subscription Service, which is a great way to get just-in-time consulting on pertinent issues or topics.

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Customer Service Evaluation

Explore the current state of student satisfaction through the use of student surveys, engaging directly with students (available on-site only), conversations with staff, and a review of student-facing communications.  Our report will provide recommendations for improvements or training and compiled survey data.

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Enrollment Management Advising

Focused consulting on how financial aid can assist with the institution's enrollment management goals.

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Interim Staffing Assistance

Provide qualified, trained financial aid administrators to assist during peak processing times, staff absences, or vacancies for entry- to director-level positions. Remote staffing and leadership with the option of regular on-site visits available now.  Full-time on-site staffing available soon.

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New Aid Director Onboarding

Set your new aid director up for success with one-on-one professional coaching and consulting during their first year on the job.  We will meet with your new director for three hours during months 1, 3, 6, 9, and 12 of their new position (15 hours total).

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Subscription Services
Monthly Consulting

Our monthly subscription service is the perfect way to get a jump start on your P&Ps, provide monthly training for your staff, professional coaching, or have someone to discuss those odd questions or situations that come up.  All consulting is performed via video/web conferencing, so there are no additional travel costs beyond your monthly charge. You can pay month-by-month and cancel anytime.

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Leadership Discussion Group 

Join our consultants for training and discussion with other financial aid leaders on the following topics:

  • Developing a yearly operations calendar
  • Writing an annual report of financial aid activities
  • Creating your personal brand
  • Constructing a disaster recovery plan
  • Effective succession planning
  • Creating a culture of compliance
  • Compiling your Policies and Procedures

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Custom Projects

Looking for something else?  Contact Blue Icon Advisors and we'll help you assess your needs and how best to address them.   For instance, if you are undergoing an software implementation, Blue Icon can work with school staff and the software provider to offer financial aid prospective and guidance.

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