Holistic advising brings together academic, financial, and personal support to improve student outcomes and retention. NACUBO's Bryan Dickson is joined by Kelli Rainey, senior director for student success initiatives, and Suzanne Lyons, senior consultant at Phase Two Advisory, to explore the critical role business officers play in supporting these efforts strategically. They discuss the cross-functional design behind these practices and how institutions are moving beyond siloed services to scale student-centered models sustainably. The conversation also highlights NACUBO's Student Success Hub, which offers practical tools to help business officers use data to strengthen student success initiatives. Additional Resources

• Connect with Bryan on LinkedIn
• Connect with Kelli on LinkedIn
• Connect with Suzanne on LinkedIn
• Check out NACUBO's Student Success Hub
• Learn about Phase Two Advisory
• Read about NACUBO's student success work alongside Phase Two Advisory and Sova
• Read about CUNY ASAP (City University of New York's Accelerated Study in Associate Programs)
• Learn more about TRIO programs through the Council for Opportunity in Education
• Check out this Practice Guide on Effective Advising for Postsecondary Students from the Institute of Education Sciences
• Check out NACUBO's other podcasts!
  • Career Conversations
  • CBO Speaks