The SOE peer review team is comprised of currently practicing financial aid administrators who have a wealth of knowledge and the hearts of teachers. NASFAA carefully screens and trains all peer reviewers to perform SOE reviews. Our team leaders serve as coordinators of on-site SOE reviews with a team of peer reviewers, and assessment leaders work independently on Consumer Information Assessment reviews. Many of our team members have earned the designation of Certified Financial Aid Administrator™ (CFAA) and/or NASFAA credentials.
Phil is the director of financial aid at Northwestern University and has worked in the financial aid profession since 1991. His extensive background includes various institutional types, including the implementation of the two most prevalent Student Information Systems. He participated in negotiated rulemaking and has conducted many presentations locally and nationally related to the financial aid profession. Phil joined the SOE team in 2000: "There is no program comparable to the NASFAA SOE peer review program. What I enjoy most is its thoroughness and the corresponding value to schools. The sharing of ideas and best practices is really at the heart of the program."
Assessment Leader | Brad is the director of financial aid and scholarships at James Madison University. Starting in the profession in 1994, Brad has been active in state, regional, and national financial aid associations as a presenter, committee member and chair, and elected officer, and has received several awards from the associations he has served. Brad started with the SOE program in 2012: "It's hard to explain the joy I feel from helping another school address an issue. I've been on reviews where you can see the staff are hungry for help, very appreciative for us being there, and willing to engage in some fantastic conversations about how to improve what they are doing. I know when I go home that I've made a positive difference on that campus, and I also know the people at the school often leave a positive mark on me." NASFAA U Credentials: Administrative Capability, Consumer Information, Need Analysis, Professional Judgment, Satisfactory Academic Progress, Verification
Steve began his financial aid career in 1994, and currently serves as associate vice president and director of financial aid at Rollins College. Experienced in Banner and PeopleSoft at both private and public universities, Steve is very familiar with technology as it relates specifically to financial aid and the interactions across campus. He joined the SOE team in 2011: "I enjoy getting to meet colleagues at other institutions and supporting the amazing work each financial aid office is doing. Each review is unique and helps to refine my knowledge which leads to recommendations that are tailored to help meet the goals of that particular institution." NASFAA U Credentials: Administrative Capability, Cash Management, Consumer Information, Direct Loans, Return of Title IV Funds, Satisfactory Academic Progress, Verification
Assessment Leader | Sarah is the director of operations at Gonzaga University and has worked in financial aid since 2006. She has been highly involved in the Washington Financial Aid Association (WFAA) and the Western Association of Student Financial Aid Administrators (WASFAA) in both training and leadership capacities. With a knack for problem solving, she has a track record of leveraging technology to improve processes and service to students. She joined the SOE team in 2014: "I enjoy many aspects of SOE reviews, including the travel and chance to visit other college campuses. I especially value the opportunity to meet, work with, and learn from financial aid colleagues across the country." NASFAA U Credentials: Administrative Capability, Application Process, Campus-Based Aid Programs, Cash Management, Consumer Information, Cost of Attendance, Gainful Employment, Federal Pell Grant/IASG, Need Analysis, Packaging & Notification of Awards, Professional Judgement, Return of Title IV Funds, Satisfactory Academic Progress, Student Eligibility, Verification
Assessment Leader | Betsy is the director of student financial aid and scholarships at Bowling Green State University. Since beginning her career in 1997, she has served in several committee and board capacities at the state and regional association level. She had an SOE review at a prior school in 2005, and joined the SOE team as a peer reviewer later that year. "I love being a SOE Peer Reviewer as it gives me the opportunity to help my colleagues in the field be in compliance, but also potentially improve a process or customer service at their institution. I truly enjoy getting to know the other reviewers and those that work at the various institutions I visit, and find I often find something that will improve a process at my own university." NASFAA U Credentials: Administrative Capability, Cash Management, Consumer Information, Gainful Employment, Return of Title IV Funds, Satisfactory Academic Progress, Student Eligibility
Doug is the director of financial aid at Macomb Community College, and began in financial aid in 1993. He has served on the NASFAA board of directors and several task forces, along with holding several leadership roles in his state and regional association. Doug began with the SOE program in 2000 and feels, "It is very rewarding to assist colleagues at other institutions achieve success. The depth and breadth of the information and recommendations the institution receives as a result of us being on campus for less than a week is truly amazing, thanks to the incredible NASFAA Standards of Excellence methodology." NASFAA U Credentials: Administrative Capability, Consumer Information, Gainful Employment
Tim started in financial aid in 1990 and is currently the director of financial aid at the University of Wisconsin-Milwaukee. He has served on several NASFAA committees, including technology- and conference-related activities. Tim has been a peer reviewer for the SOE program since 2004, which has allowed him the opportunity to meet many great colleagues from around the country and provide his expertise to help schools improve their operations.
Myrna is the chief accreditation officer and director of financial aid at Barton Community College in Kansas. She has been in financial aid since 1992, including serving as the Secretary for the Kansas Association of Student Financial Aid Administrators and on various NASFAA task forces. She joined the SOE team in 2000: "I enjoy visiting other campuses, interacting with fellow financial aid professionals, and seeing first-hand how other financial aid offices operate." NASFAA U Credentials: Administrative Capability, Application Process, Cash Management, Consumer Information, Cost of Attendance, Gainful Employment, Need Analysis, Professional Judgement, Return of Title IV Funds, Student Eligibility, Verification
Assessment Leader | Alison began working in financial aid in 1989 and currently serves as Duke University's assistant vice provost and director of financial aid. She is active at the national, regional, and state level, and has served on the financial aid planning committee for the Consortium on Financing Higher Education. She also held a position Common Cents New York, a nonprofit organization that manages service-learning programs for young people. She joined the SOE team in 2015. NASFAA U Credentials: Administrative Capability, Consumer Information
Jim currently serves as dean of student financial services at Gonzaga University (GU), and has been in financial aid since 1985 (or 1981, if you count his time as a work-study student). He has served as the president of both the Western Association of Student Financial Aid Administrators (WASFAA) and the Washington Financial Aid Association (WFAA). He has also been elected to the board of directors at NASFAA. Jim began with the SOE program in 2009. "I enjoy doing SOE reviews because it helps me to stay current with federal regulations and I get to work with awesome colleagues. It is very interesting how different schools approach the administration of Title IV." NASFAA U Credentials: Administrative Capability, Need Analysis
Pete has worked in the financial aid industry since 2003 and has been leading the financial aid office at the University of Chicago Booth School of Business since 2012. During his career, he has spent time at both public and private universities, served both undergraduate and graduate populations, and worked with Peoplesoft and Banner. He has been involved with both state and national associations, and he thinks that the collegial support of an SOE program review is an outstanding way for an institution to improve its compliance, efficiency, and service to students.
Since beginning in financial aid in 2000, Jessica’s career has taken her to state universities, private non-profit and private for-profit institutions, clock-hour schools, and even a few years at a FFELP lender. She has been recognized twice for outstanding customer service and has served on both WASFAA and CASFAA committees. When she is not "nerding" out about financial aid, you can find her hiking all over the California Bay Area trails or curled up on her couch with a good book. NASFAA U Credentials: Cost of Attendance, Direct Loan, Packaging and Notification of Awards, Professional Judgment, Student Eligibility, Verification
Charles began his career in the 1970s alongside the creation of is now the Pell Grant, and currently serves as the director of student financial aid services at Waubonsee Community College. Charles has served as vice president for two state associations, and as a member of the MASFAA Scholarship Committee and the NASFAA Student Aid Transcript Editorial Review Board. He joined the SOE team in 2003, and finds working with financial aid colleagues to improve the administration of the financial aid programs and the customer service they provide to students to be the most rewarding parts of the SOE review process.
Vickie is the Senior Associate Director at the University of Michigan. Vickie started in financial aid in 1984 and has been elected to the board of directors for the Midwest Association of Student Financial Aid Administrators (MASFAA) and NASFAA. She also served on the College Board's Financial Aid Standards and Services Advisory Committee (FASSAC) and with the TRIO programs' education equal opportunity professional organizations. Vickie has participated in the SOE program since 2005: "Performing a review is an energizing experience that allows me to give back to the profession that has been so good to me. It also allows me to continue my own growth, having the opportunity to identify the new and creative ways in which institutions implement Title IV regulation as well as assist in areas that institutions may be struggling." NASFAA U Credentials: Administrative Capability, Consumer Information
Assessment Leader | Louisa began her career in financial aid in 1991 as a work study student, made it a full-time career in 1995. She currently serves as an associate director of financial aid at Gonzaga University. She is involved with financial aid and student employment associations at the national, regional, and state levels, and joined the SOE team in 2013. "SOE provides an opportunity to help colleagues at other schools as well as gain knowledge that I can bring back and possibly implement at my school. It also fosters relationship building with financial aid professionals who also serve as peer reviewers and who work at the schools we visit." NASFAA U Credentials: Cash Management, Consumer Information, Direct Loans, Return of Title IV Funds
Assessment Leader | Mark is currently the Senior Associate Director of Student Financial Aid and Scholarships at the University of Oregon (UO). Prior to joining UO, Mark served as an Institutional Review Specialist (AKA: "Program Reviewer") and Eligibility Analyst for the U.S. Department of Education. He has worked in the public and private non-profit sectors but is also very familiar with the proprietary sector. Mark has been very active in state, regional, and national associations, where he has served in a wide range of roles including serving as President of his state association. He started with the SOE program in 2016: "I enjoy learning from others and seeing different ways of doing things. Being involved helps me keep up-to-date on all areas related to Financial Aid, from regulations, to office operations and customer service." NASFAA U Credentials: Administrative Capability, Cash Management, Consumer Information, Direct Loans, Gainful Employment, Return of Title IV Funds
Melissa is the associate vice president for enrollment management and director of financial aid at University of Pittsburgh at Bradford (UPB) and University of Pittsburgh at Titusville (UPT). Melissa started in financial aid in 1986, and is very active in training opportunities within her state and regional associations, including being awarded the Distinguished Service Award in 2017 and President's Award in 2015 from the Pennsylvania State Financial Aid Administrators Association. Melissa started with the SOE program in 2004 because "Compliance is my dream job. I enjoy helping others to improve their operations and I often learn something that will benefit my institution as well." NASFAA U Credentials: Administrative Capability, Cash Management, Consumer Information, Direct Loans, Gainful Employment, Return of Title IV Funds
Debra started in financial aid in 1994 and is currently the Compliance District Director of Financial Aid at Dallas County Community College. During her career, she has spent time at private, public and proprietary institutions, where she has worked with numerous software systems such as Colleague, PeopleSoft, Jenzabar and CampusVue. In her spare time, you can find her putting her Accounting degree to use by offering her services to CPA firms where she reviews financial statements as well as audits and prepares tax returns. "I love all aspects of compliance and I am excited to be part of the SOE review team. I find it fulfilling when I can utilize my experience and knowledge to help others improve in any area."
Miranda McCall is the Senior Associate Director of Duke University’s Office of Undergraduate Financial Aid. Miranda started her career in financial aid in 2006, and in addition to managing the day-to-day operations of the aid office, she has enjoyed her role as a trainer for aid administrators at the state level and in her service as a faculty member at the national Financial Aid Institute. "For me, being an SOE peer reviewer is an exciting opportunity to support colleagues around the country in multiple aspects of aid administration. From regulatory compliance to service best-practices, I enjoy partnering with peers to find ways to improve their processes and provide the best student experience."
Morgan has worked in Financial Aid since 2005. She began her work with scholarship programs, but her strong problem-solving skills quickly changed her focus to leveraging systems and technology to improve the student experience. She currently serves as the associate director for operations at the University of Oregon. There, she strives to reduce staff workloads by increasing automation and simplifying processing. Morgan has been an SOE peer reviewer since 2016. She enjoys SOE reviews because they are wonderful opportunities for learning and education. She welcomes the opportunity to help schools with an outside viewpoint and to learn from colleagues while on reviews.
"Ginny" is an assistant director at the Indiana University-Purdue University Indianapolis. She began her career in financial aid as college work-study student at IUPUI in 1975, and joined the profession full-time in 1977. Ginny is an active member in the Indiana Student Financial Aid Association (ISFAA), Midwest Association of Student Financial Aid Administrators (MASFAA) and NASFAA, and began serving on the SOE review team in 2012. "I enjoy working on the SOE reviews to learn from my colleagues as we review specific needs for each review. I like sharing my time and years of expertise to make the SOE program successful, and giving schools the opportunity to learn how daily operations and process can be improved." NASFAA U Credential: Professional Judgment