About Us

Synergy & Associates, LLC provides innovative and strategic solutions for ipostsecondary institutions. 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 updates and tips.

Meet The Team

Chris Lee

Founder & Principal

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 Hope

Senior Consultant

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.

Elton Shaffner

Consultant

Elton is a strategic leader with 9+ years of management experience. He effectively managed and trained staff in a Financial Aid Call Center servicing students at more 20 campuses. He served as the Primary Destination Point Administrator (PDPA) managing various Federal Student Aid systems access (e.g. SAIG mailbox, NSLDS, COD, FAA Access to CPS Online) for 50+ institutional staff. Additionally, he has extensive experience in preparing for audits.

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.

Featured Testimonial

"Several years ago, we were referred to Chris Lee to conduct a review of our school’s catalog including policies and procedures to ensure compliance. Chris and his colleague met with our team to better understand our business practices and they left no stones unturned. They are very proficient in effectively managing and completing most of their work remotely and collaborating with us through web-based conference call, desktop sharing, and secure file sharing. We were very impressed with their level of expertise, professionalism, meticulousness, and creative strategies for developing and implementing changes, which significantly improved upon our processes to help us remain compliant.

 

We have continued our working relationship with Chris and his team at Synergy & Associates, LLC for their extremely knowledgeable and reliable expertise in regulatory compliance and business process improvements."

MR. JEROME REDMOND

PRESIDENT & CEO

AMERICAN TRUCK TRAINING, INC.

© 2020 Synergy & Associates, LLC (“Synergy”) is a consultancy firm. Synergy is not a CPA  or law firm and does not 1) engage in auditing/attestation standards established by the Auditing Standards Board of the American Institute of Certified Public Accountants (AICPA); 2) provide or offer legal advice.