Position Specification Clemson University Clemson, South Carolina Director of Financial Aid Institutional Background One of the country’s most selective public research universities, Clemson University serves a uniquely driven and highly accomplished student body. Clemson is a science- and engineering-oriented college dedicated to teaching, research and service. Founded in 1889, we remain committed both to world-class research and a high quality of life. In fact, 92 percent of our seniors say they’d pick Clemson again if they had it to do over. Our beautiful college campus sits on 1,400 acres in the foothills of the Blue Ridge Mountains, along the shores of Hartwell Lake. But we also have research facilities and economic development hubs throughout the state of South Carolina — in Greenville, Greenwood, Columbia and Charleston. The research, outreach and entrepreneurial projects led by our faculty and students are driving economic development and improving quality of life in South Carolina and beyond. A recent study determined that Clemson contributes $1.83 billion annually to the state’s economy. Clemson Agricultural College formally opened as an all-male military school in July 1893 with an enrollment of 446. It remained this way until 1955 when the change was made to “civilian” status for students, and Clemson became a coeducational institution. In 1964, the college was renamed Clemson University as the state legislature formally recognized the school’s expanded academic offerings and research pursuits. More than a century after its opening, the university provides diverse learning, research facilities and educational opportunities not only for the people of the state — as Thomas Clemson dreamed — but for thousands of young men and women throughout the country and the world. 1 Clemson, South Carolina Clemson is a city in Pickens and Anderson counties in the state of South Carolina. Clemson is home to Clemson University. The population of the city was 13,905 at the 2010 census. The university is the cultural center of the city, even though a small two-block downtown is directly to the north of the campus. The community was originally named Calhoun and was renamed Clemson in 1943. Although the university provides housing for students, many students live off campus in a wide variety of apartment complexes. Save for the downtown, sidewalks are largely absent, but some streets have bike paths. U.S. Route 123, on the northern end of the city, exhibits typical suburban-style shopping center developments. The city’s comprehensive plan has a historic preservation component that will likely become more important as 1950s and ’60s buildings acquire historic status. The Clemson (train) Depot, built in 1893, was rehabilitated in 2001 and now houses the local chamber of commerce. The city recently added recreational facilities and paths along Lake Hartwell, including a new boardwalk. For more information, visit Clemson Chamber of Commerce: http://www.clemsonareachamber.org/. 2020 Forward Strategic Plan Clemson University has received national recognition for its institutional commitment to planning, assessment and achievement. With a vision to be a top-20 public university and an academic Road Map adopted in 2001, the Clemson administration used quarterly “report cards” to the board of trustees to chart progress during the decade that followed. Student applications rose 42 percent. Graduation and sophomore retention rates rose. Class size and the student-to-faculty ratio fell. Research support doubled. And Clemson moved up the U.S. News & World Report rankings to become number 20 among national public universities. After dealing effectively with state funding cuts during the Great Recession to become a leaner, more efficient and more focused institution, a new Clemson 2020 strategic plan was adopted in 2011. It has goals to provide talent for the new economy; to drive innovation, economic development and job creation; and to serve the public good by focusing on the great challenges of the 21st century. 2 During the October 2015 board of trustees meeting, President Clements provided an update on the 2020 Forward strategic plan and the administration presented the plan for college reorganization. The strategic plan was well-received, and official approval for reorganization was given. The new colleges are: College of Agriculture, Forestry and Life Sciences College of Architecture, Arts and Humanities College of Behavioral, Social and Health Sciences College of Business College of Education (including the Eugene T. Moore School of Education) College of Engineering, Computing and Applied Sciences College of Science Clemson is in the process of developing its next strategic plan, which will be known as Clemson Forward and will guide the university faculty, staff and students well into the middle of the 21st century. To read the strategic plan, go to http://www.clemson.edu/forward/strategic-plan/. A significant goal of Clemson’s 2020 Road Map was achieved in October 2014, when U.S. News & World Report ranked Clemson a Top 20 Public University as part of its annual guide to “America’s Best Colleges.” This is an especially impressive achievement in light of precipitous declines in state funding the past several years. Clemson reached this goal through its dynamic leadership, excellent faculty and staff, a strong central focus on undergraduate learning, and an internal “divest to invest” strategy that prioritized undergraduate learning and made small but highly strategic investments in attracting, retaining and rewarding talent. A proud tradition | Clemson’s Military Heritage Clemson University has a proud tradition of military excellence dating from its founding as a military school. Beginning with the first graduating class of 1896, more than 10,000 Clemson men and women have served in the armed forces. Many have been highly decorated for their service and sacrifices. Some received the nation’s highest military decoration — the Medal of Honor — for acts of heroism in combat. Several were captured and held as prisoners of war. And 484 alumni have made the ultimate sacrifice in service to their country. Military Heritage Plaza The Military Heritage Plaza was created to honor the university’s history as a military institution and to honor Clemson alumni who have served the United States in times of war. It sits between Memorial Chapel and Bowman Field, which served as Clemson’s earliest military drill complex. The 18 steps in the memorial are inscribed with an ideal instilled in the Clemson cadet — discipline, teamwork, confidence, humility, equality, courage, respect, responsibility, perseverance, honor, pride, esprit de corps, leadership, integrity, success, loyalty, life and duty. The memorial was created through the generosity of the classes of ’50, ’51, ’52 and ’53. Scroll of Honor and Memorial Park The Clemson Corps maintains the Scroll of Honor to honor those Clemson alumni who died in the line of duty. The Scroll of Honor Memorial is across from Memorial Stadium, which itself was named in 1940 to honor those killed during military service. As an extension of the scroll, the adjoining Memorial Park pays tribute to the service of thousands of Clemson alumni and friends who have served the state and nation in fields ranging from agriculture to the military. Clemson ROTC Clemson has maintained a strong military tradition through the years, and the university’s ROTC programs are some of the best in the country. Air Force ROTC Army ROTC Pershing Rifles 3 Rankings and Brags Clemson has been catching the world’s attention with impressive rankings that put the university among the nation’s elite. Here are just a few of the reasons why Clemson is the number 1 national public university in South Carolina. 7th – DesignIntelligence magazine has again named Clemson’s graduate architecture programs in the nation’s top 10 among accredited public institutions; it is ranked number 18 overall nationally. 21st – Ranking among top public national universities that U.S. News & World Report gave Clemson for 2016. 11 – Clemson is one of only 11 public colleges and universities identified as making writing across all disciplines a priority per U.S. News & World Report, 2015. 11 – Number of Clemson seniors and graduate students who won the prestigious National Science Foundation Graduate Research Fellowship in 2012. 10th – The rank of incoming freshman ACT scores among national public universities per U.S. News & World Report, 2015. 92 – Percentage of seniors who would choose Clemson if they could start their college career over again. 7th – Ranking in terms of students’ return on investment, as rated by SmartMoney in 2012. 1 – Ranking of Clemson’s career services program, according to the 2016 Princeton Review. Leadership James P. Clements, Ph.D., President James P. Clements became Clemson University’s 15th president on December 31, 2013. He is also a professor in the School of Computing, College of Engineering and Science at Clemson. Under his leadership, Clemson has reached several milestones — the largest campus development initiative in university history, a record number of student applications with the strongest academic profile ever; and a record-breaking year in fundraising, with more than $250 million raised in private gifts since Clements joined the university. Clements is a nationally recognized leader in higher education who recently served as chair of the board of directors for the Association of Public and Land-Grant Universities, North America’s oldest higher education association. Annually, APLU’s 235 member institutions enroll 4.7 million undergraduates and 1.3 million graduate students, award 1.1 million degrees and conduct $41 billion in university-based research. He also represents APLU as a member of 4 the American Council on Education (ACE) board and serves on the executive committee of the APLU’s Commission on Innovation, Competitiveness and Economic Prosperity. Clements is also chair of the ACE Commission on Leadership; co-chairs the U.S. Department of Commerce’s National Advisory Council on Innovation and Entrepreneurship (NACIE); serves on the executive committee of the Business Higher Education Forum; and serves on the Council on Competitiveness. He previously served on the U.S. Commerce Department’s Innovation Advisory Board, where he was the only university president in the country to serve in that role. He holds a B.S. in computer science and an M.S. and Ph.D. in operations analysis from the University of Maryland Baltimore County, as well as an M.S. in computer science from Johns Hopkins University. He has published and/or presented more than 75 papers in the fields of computer science, higher education, information technology, project management and strategic planning. He also served as principal investigator or co-principal investigator on more than $15 million in research grants. Before he came to Clemson, Clements served as the president of West Virginia University for nearly five years. Prior to his service at WVU, Clements served as provost and vice president for academic affairs, vice president for economic and community outreach, and the Robert W. Deutsch Distinguished Professor of Information Technology at Towson University, the second largest university in the university system of Maryland, where he was a four-time winner of the Faculty Member of the Year Award, given by Towson students. He also led the Center for Applied Information Technology, which was a strategic, entrepreneurial initiative for the university, chaired Towson’s Department of Computer and Information Sciences, and was a consultant to numerous private-sector companies. His Successful Project Management book is now in its sixth edition and is published in multiple languages and used in numerous countries. Robert H. Jones Jr., Executive Vice President for Academic Affairs and Provost Robert H. Jones Jr., formerly a professor of biology and dean of WVU’s Eberly College of Arts and Sciences, became Clemson’s first executive vice president for academic affairs and provost, providing leadership for the university’s undergraduate and graduate programs, academic support programs, research and public service activities in 2014. Jones earned his bachelor’s degree in forest management and master’s in forestry from Clemson and his doctorate in forest ecology from the State University of New York College of Environmental Science and Forestry, Syracuse University. He has previously served as a department head and professor at Virginia Tech and a faculty member at Auburn University. Jones has published more than 60 refereed articles and was the principal investigator or co-principal investigator on more than $4.6 million in externally funded research. At WVU, he serves on the ADVANCE Internal Advisory Board, the Energy Council and as co-coordinator of the STEM Education Mountain of Excellence Initiative. As an administrator, he has provided leadership in strategic planning, administrative restructurings, accreditation reviews and development of assessment systems. During his tenure as dean, students and faculty at the college have received more than 50 nationally competitive awards, such as Fulbright, Goldwater, Truman and Udall scholarships, National Science Foundation Career Awards and an American Academy of Arts and Sciences membership. Chuck Knepfle, Associate Vice President for Enrollment Management Chuck Knepfle came to Clemson University as the director of financial aid in August 2010 from Miami University in Oxford, Ohio, where he began his career in higher education in 1992 as coordinator for computer operations for the admissions office. In 1995, he was named assistant director for computer operations. In 1996, he began his work in the financial aid office at Miami as associate director for systems and 5 operations. In 2006, he was named assistant provost in addition to his responsibilities as director of student financial assistance. Knepfle has a degree in systems analysis, an MBA in management from Miami University and is currently pursuing his Ph.D. in educational leadership at Clemson. He serves on the executive board for the National Direct Student Loan Coalition and is a peer reviewer for the National Association of Student Financial Aid Administrators. Enrollment – Fall 2015 Undergraduate students - 18,016 Graduate students - 4,682 Student/faculty ratio is 16:1 In-state tuition and fees - $13,882 Out-of-state tuition and fees - $32,800 Academics: 80+ majors and 75+ minors 110+ graduate degree programs 5 colleges and the School of Education 1.5 million items in the Clemson Libraries More than 1,000 students studying abroad every year 17:1 student-to-faculty ratio Average SAT of 1246 Campus: Located in the foothills of the Blue Ridge Mountains surrounded by a lake and its own forest 15 dining locations 27 residence halls and on-campus apartments 400+ wi-fi spots 48 bells ringing in the Clemson Carillon Recreation & Extracurriculars: 400+ student clubs and organizations 50+ club sports 6 student-run media organizations 17 intramural sports 275,000-square-foot Fike Recreation Center 18 holes of golf Brags: 2 Rhodes Scholar finalists 11 NSF Graduate Research Fellows 4 Fulbright Scholars 91% freshman retention rate One of the nation’s top 100 best investments, according to Kiplinger Ranked 7th in return on investment by SmartMoney 6 An Overview of the Division of Enrollment Management Chuck Knepfle was named associate vice president for enrollment management during the summer of 2015. The departments comprising the enrollment management division at Clemson University include: Admissions Student Financial Aid Records and Registration Residency History of the Director of Financial Aid Position Chuck Knepfle held the position as director of financial aid for five years prior to being promoted to associate vice president for enrollment management. A search for a new director was conducted during the fall of 2015 and did not result in a hire. Responsibilities of the Position Reporting to the associate vice president for enrollment management, the director of financial aid is responsible for the overall management of the Office of Student Financial Aid, including but not limited to funds management, NCAA and ACC athletic compliance, policy analysis/planning, scholarship administration, South Carolina state residency determination, university compliance oversight, and processing operations. He or she will direct administration of, and ensure compliance with, all federal, state and university aid programs in a manner consistent with the university’s mission as well as academic and diversity plans, and provide staff development and supervision. In addition, the director will enhance and cultivate an environment that promotes a positive public relations image for Clemson University in the eyes of prospective students, parents, contributors, the news media, the higher education community, alumni and the general public. Serving as a member of the Enrollment Management Leadership team, the director will oversee a staff of 25, manage an operational budget of $1.3 million and oversee annual financial aid expenditures of $220 million. The director will be expected to be a strong leader who has a deep understanding of the strategic benefit of financial aid, and who can move the office and the division forward in some specific areas, including: Maintain Clemson’s ranking in the top 20; Work toward the shared goal of increasing student diversity at Clemson; and Work toward any institutional goals regarding the size of the freshman and transfers classes. 7 Qualifications and Desired Characteristics of the Successful Candidate A bachelor’s degree (master’s degree preferred) and significant documented experience in a senior management position leading a successful financial aid program at a college or university are required. The successful candidate will have a demonstrated track record of success in the field of financial aid, have promoted new and creative ideas, developed innovative new aid programs, have experience creating or managing international student scholarships, possess a passion for student access and financial education, and have evidence of prior administrative leadership, and a high energy level and drive. He or she will display superior analytical budget management, statistical analysis, and supervisory skills, as well as a collaborative and collegial interpersonal style. The ability to foster change and staff growth and development are critical, as is a track record of excellent communication with co-workers, peers and management. Individual stakeholders indicated that, in addition to the minimum education and experiential requirements for the director, the following characteristics are desired in candidates for this position: An individual who puts students first and understands the need to build relationships with students and families; An excellent, confident public speaker, one who is able to present to the president, the board of trustees, legislators, alumni, parents and students as needed; Has a working knowledge of Division I athletics rules and regulations; A team player who will reach out to, and collaborate with, other offices to assist in enrolling and retaining students; An individual who understands data retrieval, analysis and reporting and is transparent with the financial aid data; A strategic leader who will infuse a culture of compassion among the financial aid team; Knowledge of Ellucian Banner SIS is a plus; One who will reach out to other departments to strengthen existing relationships on behalf of student service; An individual familiar with financial literacy programming and counseling; An individual who has been an active participant in state, regional and/or national financial aid professional organizations; An innovative thinker who will propose new strategies to leverage institutional aid dollars; An individual who is adaptable and flexible; one who can manage shifts in academic programs and enrollment goals; One who is proactive in preparing for changes in financial aid programs and is able to work across departmental lines to implement necessary changes; A leader who is a relationship builder, but is also able to say “no” when needed and to deliver unwelcome news to students and parents when needed; A manager with an open-door policy who welcomes staff and students; One who is “spirited,” and will embrace the Clemson University community as well as the greater external community; and One who is knowledgeable and confident and will be comfortable reporting to a former director of financial aid. 8 Likely Opportunities, Priorities and Challenges of the Position A new director will need to build trust and credibility among the team before moving forward. As an integral member of the enrollment management team at Clemson University, the director of financial aid may be challenged by an experienced staff, many of whom are loyal to the internal candidates from the failed search conducted in the fall of 2015 and who describe themselves as both search- and changeweary. However, there is very strong support for this position from the associate vice president for enrollment management and the provost and president. Measures of Success for the Position At an appropriate interval after joining Clemson University, the following items will initially define success for the new director of financial aid: He or she will demonstrate a leadership style that is credible and collegial while being highly effective; He or she will have reviewed organizational strengths and weaknesses and will have demonstrated the ability to manage short-term change and long-term development for the department; He or she will have collaborated with all institutional colleagues to create a long-range financial aid plan that aligns with the university’s strategic plan objectives; and He or she will have reviewed staff and processes within the department to evaluate the level and quality of services provided to students and academic departments to ensure that all students are receiving quality services and communiqués from the Office of Financial Aid. Benefits Overview Health Insurance Dental Benefits Vision Plan Life Insurance Long-Term Disability Medical Spending Account Retirement Plans Tuition Benefits Employee Assistance Plans For more information: http://www.clemson.edu/employment/ben efits/ Application and Nomination Applications, including a position-specific cover letter and resume, may be submitted online at http://www.spelmanandjohnson.com/. Nominations for this position may be emailed to Kendra Dane at [email protected]. Spelman Johnson Director of Financial Aid – Clemson University Kendra Dane, Search Associate Visit the Clemson University website at www.clemson.edu 9 Clemson University is an AA/EEO employer and does not discriminate against any person or group on the basis of age, color, disability, gender, pregnancy, national origin, race, religion, sexual orientation, veteran status or genetic information. Clemson University is building a culturally diverse faculty and staff committed to working in a multicultural environment and encourages applications from minorities and women. Spelman Johnson has prepared this document based on personal interviews and information copied, compiled or quoted in part from source documents obtained from our client institution, and as such the contents of this document are believed to be reliable. While every effort has been made to ensure the accuracy of this information, the original source documents and factual situations govern, and the material presented here should be relied upon for informational purposes only. 10
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