The phrase Financial Aid Optimization has often been used interchangeably with the phrase Financial Aid Leveraging—we are here to tell you they are not the same. Leveraging is a short-term, transactional, tactic. Whereas Financial Aid Optimization, when done correctly, is a multi-pronged long term enrollment strategy.

In this webinar we’re going to break down Financial Aid Optimization into three parts: Financial Aid Modeling, Recruitment Modeling and Student Success Modeling and share with you how these predictive analysis tools contribute to an optimization strategy and ultimately to your enrollment and institutional success.

We’ll share examples of the outcomes of each and how they work together.

You’ll learn:

  • The difference between Financial Aid Optimization and Financial Aid Leveraging
  • How individualized aid strategy works and how it optimizes your awarding
  • How recruitment modeling predicts student behavior and how that data ensures effective operations
  • How student success modeling supports your long term institutional health

Your Presenters.Your Presenters.

  • Tim Lyon SVP, Research + Data Science
    Email
    Persona The Analytical and Enthusiastic Emcee

    Tim oversees the predictive modeling group and helps clients develop data-informed strategies to meet their enrollment goals. Tim works with institutional partners to develop effective financial aid strategies, balance competing institutional priorities, and identify opportunities to enhance recruitment and marketing efforts. Tim ensures that analyses are customized to meet client needs and priorities, and that strategies are developed with long-term success in mind. Tim holds a B.S. in Business Administration from the University of Vermont, as well as an M.B.A in Quantitative Analysis.

    Tim Lyon

    Tim oversees the predictive modeling group and helps clients develop data-informed strategies to meet their enrollment goals. Tim works with institutional partners to develop effective financial aid strategies, balance competing institutional priorities, and identify opportunities to enhance recruitment and marketing efforts. Tim ensures that analyses are customized to meet client needs and priorities, and that strategies are developed with long-term success in mind. Tim holds a B.S. in Business Administration from the University of Vermont, as well as an M.B.A in Quantitative Analysis.

  • Nick Wagner VP, Research + Data Science
    Email
    Persona The Competitive and Considerate Shepherd

    Nick leads and assists with client data modeling as it relates to student retention, financial aid optimization, and enrollment. He brings over 15 years of experience in the field of higher education with a background in predictive modeling, data science, and survey research. Nick is relentless in trying to uncover patterns in data to help inform institutional effectiveness and decision-making. In his prior roles he has led offices of Institutional Research, Sponsored Programs, Academic Program Assessment, and the Registrar’s Office.

    Nick Wagner

    Nick leads and assists with client data modeling as it relates to student retention, financial aid optimization, and enrollment. He brings over 15 years of experience in the field of higher education with a background in predictive modeling, data science, and survey research. Nick is relentless in trying to uncover patterns in data to help inform institutional effectiveness and decision-making. In his prior roles he has led offices of Institutional Research, Sponsored Programs, Academic Program Assessment, and the Registrar’s Office.

Watch the recording.