ABOUT US

Synergy & Associates, LLC provides innovative and strategic solutions for institutions of higher education. Our consultants are seasoned industry experts with more than 40 years of combined experienced in campus operations, administration, management of single and multi-campus institutions and training facilities, and institutional compliance with:

  • Accrediting agencies;

  • State authorization;

  • Distance education (online) requirements;

  • Title IV, HEA Student Financial Assistance (FSA) Programs, authorized under the Higher Education Act of 1965, as amended;

  • State approving agencies and U.S. Department of Veterans Affairs' veterans education (VA) benefit programs;

  • State/Federal military tuition assistance programs; and

  • Various student financing programs.

We have extensive technical and practical hands-on experience with various systems such as:

  • CampusNexus (a.ka. CampusVue)

  • Banner

  • PeopleSoft

  • Diamond

  • PowerFAIDS

  • Federal Student Aid applications (EdConnect, EDESuite, FAA Access to CPS Online, COD, NSLDS, StudentAid.gov, etc.)

  • VA-ONCE for veterans' education benefits

  • Portals for military tuition assistance

  • ETPL sites for WIOA-eligible training programs.

We believe in providing and maintaining the highest standards of integrity, ethical and professional standards; creating partnerships with a purpose, and striving to help schools achieve their goals.

 

Take a look at our services, contact us today to learn more and don't forget to check out our Blog for important news and updates.

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MEET THE TEAM

Chris Lee

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Founder & Principal Consultant

Chris has more than 17 years of management experience in proprietary and nonprofit institutions. He is well-versed in institutional compliance; Title IV (Federal Student Aid), VA Education Benefit, DOD Tuition Assistance Programs, and non-Title IV Student Assistance Programs; Business Analysis & Process Optimization; Policies & Procedures Development; Training & Development; and Project Management.

Prior to establishing Synergy & Associates, LLC, In 2018, his career began in 2002 as the Director of Financial Aid for a private trade school in Nevada. Over the years, he has worked in postsecondary education for several institutions with campuses located California, Hawaii, Illinois, Iowa, Kansas, Missouri, Ohio, Oklahoma, Omaha, Virginia, Tennessee, and Texas. He has served as Chair of a Catalog Committee, successfully lead and managed a number of initiatives and projects during the course of his career while serving in various roles including Corporate Financial Aid Compliance Officer; Director of Financial Aid & Veteran Services; Director of Financial Aid Training, Compliance & Services; Assistant Vice President of Financial Aid Training & Corporate Development; Chief Student Finance Officer-Vice President of Financial Aid, Compliance and Services; Interim Campus President; and Chief Financial Officer.

Anne has 20+ years of higher education administration and management experience with public, private, and nonprofit institutions. She has extensive experience in federal student aid (including initial institutional eligibility), Title IV compliance audit, program reviews, student accounts, institutional and programmatic accreditation, catalog review, distance education (online courses), institutional compliance, and all aspects of student services. Additionally, Anne provides training in a variety of areas such as verification, file review, accreditation, online practices, and staff development.

Anne Hope

Senior Consultant

Keegan Palzkill

Consultant

Keegan is a devoted and driven leader with 13 years of management experience having served as Corporate Registrar, Business Analyst, and Project Manager. Extensive knowledge of higher education academic compliance and expert in academic policy development, corporate training, relational database administration, SQL utilization for large scale data analysis for monitoring compliance, quarterly and annual reporting requirements to state, federal, and accrediting agencies.