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Meet Our Partners Series: Connect With Our Client Success Team

AEFIS Academy Community Event

2020 SACSCOC Virtual Annual Meeting & Educational Excellence Expo

Erica Waldorf, Director of Client Onboarding, AEFIS
Doriane Feinstein, Client Success Specialist, AEFIS
JP Connolly, Client Success Manager, AEFIS
Sandra Barthel, Client Success Associate, AEFIS
Ruben Johnson, Client Success Associate, AEFIS
Suzanne Carbonaro, Director of Academic Partnerships, AEFIS

December 4, 2020 @ 10:00 AM 10:45 AM ET


Learn about best practices and winning assessment strategies from our expert users and VIPs⁠—Very Important Partners! Get a chance to have thought leadership discussions with these amazing colleagues and exchange battle stories from the field.

This particular special session features the people behind the scenes that help make success happen through clever use of the AEFIS software.


Caitlin Meehan, VP, Client Success, AEFIS Academy

As the Vice President of Client Success at AEFIS, I am passionate about creating partnerships with potential and current AEFIS Partners (clients). I lead our Client Success Department to ensure customer engagement and support while maintaining efficient team structure and performance through analytics, processes, and tools to maximize new client engagement.

Erica Waldorf, Director of Client Onboarding, AEFIS

As the Director of Client Onboarding, Erica leads the technical implementation and onboarding process for new partners, and co-leads the Client Management process for all partners.  She came to AEFIS after a long career in education, starting as a Museum Interpreter and Research Intern on the original staff of the National Constitution Center, and then in both academic and non-academic units at institutions such as the University of Pennsylvania, Drexel University, University of the Sciences and Georgetown University.  She has a passion and skill for helping individuals through transitions with humor and humility, which is why she has had such a great experience in her role on the AEFIS Team.  She has her Masters of Science in Education in Counseling from the University of Pennsylvania Graduate School of Education, and a Bachelors of Arts in History from Rutgers University.  In her spare time, you will find Erica obsessively researching every detail of a process before starting a project, yelling at one of her many cats to GET DOWN, reading comic non-fiction, and enjoying exploring the outdoors in her kayak or on foot.

Doriane Feinstein, Client Success Specialist, AEFIS

I am interested in problem-solving through unconventional thought processes. This approach drives my success and enjoyment as the Client Success Specialist for the AEFIS Client Support team. With a diverse background in theatre and nonprofit management, I use creativity, improvisation, and empathy to support my work. My theatrical work focuses on challenging societal norms, exploring humanity, and uplifting marginalized voices. As a playwright, my work has been featured with the Philadelphia Women’s Theatre Festival, Beacon Theatre Productions, The Upstage Podcast, Untold: a 10 Minute Playfest, Going Viral Fest, and Revolution Shakespeare. In my spare time, I work as a freelance photographer, play piano, and draw.

JP Connolly, Client Success Manager, AEFIS

As a Client Success Manager, I spend my time ensuring the continued excellence of the Client Success Team as well as managing the implementation of partner-driven projects in the AEFIS. After graduating from Drexel University in 2017, as well as participating in several internships, I have spent my post-graduation career at AEFIS. The large majority of my time of my spent working with the Client Success Department. While at Drexel, I graduated with a Business & Engineering degree with a minor in Entrepreneurship. During my time at AEFIS, I feel one of my most useful skills has been my ability to stay calm and collected under the pressure of the extensive tasks and projects that the AEFIS Team tackles daily. When not at AEFIS, my interests include spending time outdoors (hiking, camping, watersports), reading, and watching one of the extensive numbers of films on my list.

Sandra Barthel, Client Success Associate, AEFIS

I have a background in healthcare administration and social media management. I am always interested in seeing from the client or “audience” perspective, which drives my communication methods. As a Client Success Associate, I have the opportunity to act as a partner advocate and provide support that promotes the best use of AEFIS solutions. I enjoy holding a client-facing role and directly impacting our partners’ experience with AEFIS. Outside of work, I volunteer at Uhuru Furniture & Collectibles in Philadelphia by helping with store operations, taking pictures at warehouse sales and collaborating in social media campaign groups. I also enjoy long walks and hikes with my dog.

Ruben Johnson, Client Success Associate, AEFIS

As a Client Success Associate at AEFIS, I have the responsibility of providing support to our partners who need assistance with the AEFIS platform through support tickets. Furthermore, I assist Erica, our Director of Client Onboarding, with the management and onboarding of our partners. A graduate of Saint Joseph’s University with a Bachelor of Science in Sociology, my interest in education stems from internship experience, course work, and a keen eye for educational advancement. Outside of work you’ll most likely find me exercising, attempting to cook, or find new places to eat!

Suzanne Carbonaro, Director of Academic Partnerships, AEFIS

Suzanne Carbonaro, M.Ed, MS, CE School Administrator, is the Director of Academic Partnerships at AEFIS. Suzanne has 27 years experience in higher education teaching, curriculum design, assessment and leadership. Most recently, Suzanne served as the Director of Assessment at the Philadelphia College of Pharmacy at the University of the Sciences where she designed the real-time assessment process for the newly implemented competency-driven doctor of pharmacy curriculum. She came to USciences from Rider University where she served as Director of Assessment and Strategic Partnerships at the College of Education. Here she redesigned their assessment process and managed over a million dollars in grants. Suzanne has led successful self-studies and re-accreditation efforts for the doctor of pharmacy and teacher and leader education programs. She is a proud member of the team who successfully received the American Association of Colleges of Pharmacy (AACP) 2019 Award for Excellence in Assessment. Suzanne was invited to present her research and development of Comprehensive Learner Records (CLRs) to IMS Global at the 2018 Learning Analytics Summit, 2019 IMS Global Digital Credentials Summit and was a finalist for Learning Impact Awards at the Leadership Institute in May 2019. She received the USciences 2018 Founder’s Day Award for Innovation and has presented at AALHE (2018, 2019, 2020), Drexel Assessment Conference (2018, 2019, 2020), IUPUI (2018, 2019, 2020), AACP (2019) as well as regional assessment conferences, and the Competency-Based Education Network (2019, 2020).

Event Info & On-Demand Recording

Any pre-event information will be provided below. Any post-event information and the archived recording will be available within 48-hours following the event. This content is only available to AEFIS Academy Community Members.


In order of registration timestamp. Note: Sort and search features are coming soon!

23 Attendees
1 Brian Flynn, Employee Success Manager, AEFIS
2 Kallie Rogers, Client Success Coordinator, AEFIS
3 Natasha Jankowski, Executive Director of the National Institute for Learning Outcomes Assessment, University of Illinois Urbana-Champaign
5 Suzanne Carbonaro, Director of Academic Partnerships, AEFIS
6 Jamie Jones, Director of Educational Outcomes and Effectiveness, Pierce College District
7 Sergio Reyes, Data Manager/Analyst, UNMC
9 Umit Topacan, Senior Software Engineer, AEFIS
10 Alicia Dorsey, Assistant Provost for Institutional Effectiveness, Texas A&M University
12 Sherri Braxton, Senior Director of Instructional Technology, UMBC
13 Doriane Feinstein, Client Success Specialist, AEFIS
14 Erica Waldorf, Director of Client Onboarding, AEFIS
15 Ruben Johnson, Client Success Associate, AEFIS
16 Sandra Barthel, Client Success Associate, AEFIS
17 JP Connolly, Client Success Manager, AEFIS
19 Vitalii Yakubenko, Developer & Project Leader, AEFIS Academy
20 David Allen, Associate Vice President for Institutional Assessment, Research, and Planning, Texas A&M International University
21 Chadia Abras, Director of Institutional Assessment, Johns Hopkins University
22 Hulya Sukas, QA Specialist, AEFIS


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Here is what’s driving us to do it and why…