The ChallengePast, Present, and Future

1
The Challenge--Past, Present, and Future

• Marshall University Office of the Bursar

2
Leadership

• Dr. J. Wade Gilley, President
• Herbert J. Karlet, Vice President for Finance
• Barry A. Beckett, Director of Student Financial
  Systems/Bursar

3
With a Vision

• High Quality Education
• Technologically Sophisticated, Interactive
  University
• Committed to Serving our Students

4
The Challenge

• Qualified, Creative, and Customer Oriented Staff
• Integrated, Cohesive Units
• Technological Sophistication
• Advanced Employee Training

5
Goals and Objectives Achieved

• Reorganization
• Merger of Complementary Departments
• Merged Financial Aid Accounting with the Office
  of the Bursar
• Integrated Parking revenue distribution and
  permit issuance into the Office of the Bursar
• Personnel Reclassifications
• With no additional funding, reclassified a
  position as Information Systems Specialist

6
Goals and Objectives Achieved

• Defined functional working areas
• Privatization of Title IV campus based loan
  student loan servicing

7
Goals and Objectives Achieved

• Reorganization Results
• Annual personnel savings of 175,000
• Eliminated 5.5 FTE through attrition
• Reduced contract labor by 50
• Eliminated two extra help positions

8
Goals and Objectives Achieved

• Advanced Employee Training
• Over 200 available on-line computer based
  training (CBT) courses
• New employee orientation - Connections
• Campus training development opportunities
• Human Resources
• Information Technology
• Continuing Education
• Nationally accredited workshops

9
Goals and Objectives Achieved

• Technological Sophistication/Integrated Cohesive
  Units
• First University in WV to Implement Scanline
  Lockbox in Coordination with the State
  Treasurers Office
• First University in WV to Provide Direct Debit of
  Tuition and Fees in Coordination with the State
  Treasurers Office
• One of the first Banner subscribers to utilize
  telephone credit card payments

10
Goals and Objectives Achieved

• Direct Deposit of Student Financial Aid and
  Refunds
• Technologically Advanced Office Environment
• Banner
• Student Admissions
• Student Registration/Grades/Transcripts
• Student Financial Aid Processing
• Student Accounts Receivable
• Payroll/Human Resources

11
Goals and Objectives Achieved

• MILO (Marshall Information Liaison Online)
• Student registration
• Fee assessment
• Credit card payment
• General student services
• Kiosk
• World Wide Web
• Networked
• PC Based Windows and Microsoft Office Platform

12
Goals and Objectives Achieved

• Student Services
• Ford Direct Loan Program in coordination with the
  Office of Financial Aid
• Combined schedule/bill with self-sealing mailer
• Interest Free Monthly Payment Option Through
  Tuition Management Systems (TMS)
• Advanced on-line software
• Telephone voice response

13
Financial Growth

• Tuition Generated Revenue Increase

14
Financial Growth

• Historical Growth of Financial Aid Distribution

15
Financial Growth

• Credit Card Usage

16
The Future

• Maintained Emphasis on Customer Service
• Electronic Courses
• Graduate College Merger
• Banner Finance
• Smart Cards
• Advanced Record Retention by
  CD-ROM/DVD Imaging

17
The Future

• Cash Management
• On-line banking
• Maximize returns
• Reduction of administrative costs
• Government Regulation Compliance
• Tax Relief Act of 1997

18
The Future

• Complimentary Financial Programs to the Community
  Technical College and School of Extended
  Education to Assist in Fulfilling Their Missions

19
The Future

• Expand and Grow With Marshall University As an
  Interactive University, Unmatched by Any Other
  University of Its Size or Type in the Nation