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Transforming Student Financial Services: A Game Plan for Success

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Join Kathy Purvis, Director of IUPUI Student Financial Services, as she presents an innovative approach to enhancing student support. Discover the evolution of financial services from traditional methods to automated solutions. Learn how the team has adapted to new roles, tackled challenges, and achieved successful outcomes. This session outlines the strategic initiatives in place, the importance of educating both students and campus partners, and the vision for future advancements. Together, we can champion financial literacy and student success at IUPUI.

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Transforming Student Financial Services: A Game Plan for Success

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Presentation Transcript

  1. Today’s One Stop Shop Presented by Kathy Purvis Director, IUPUI Student Financial Services

  2. The Line Up • IUPUI Student Financial Services Team • First Inning (Background) • Second Inning (Transition) • Foul Balls (Challenges) • Home Runs (Outcomes) • On to the World Series (Next Steps)

  3. 1st Inning • Brand New Ballpark • The Game Became Automated

  4. 2nd Inning • Players Took On New Positions • Umpires • New Playing Field

  5. Foul Balls • Educating the Students • Educating the Campus Partners • Reassignment of Duties • New Team Identity • Counseling ALL students • Players • Software Implementation

  6. Home Runs • Service to the Students • Team (Staff) • Campus Community • Scorecard

  7. On to the World Series • Championship Play

  8. Questions? Kathy Purvis Director, IUPUI Student Financial Services kpurvis@iupui.edu 317 274-5924

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