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Tour Demo · Prospective Client

Advised by

Dr. Joseph Angley

Welcome, Tour Demo

Your private workspace with Cole Middleton Advisors — RCI.

Message Dr. Angley

Your document checklist

5 of 16 received

Cole Middleton Advisors needs these documents from RCI to draft your CIE filings, accreditation reports, and federal paperwork. Please upload the remaining 11 items as soon as possible — it speeds up everything Dr. Angley is working on for you.

Open to-dos

5

In-flight filings

4

Active licenses

0

Unread messages

0

Activities & due dates from Dr. Angley

5 items — sorted by urgency

View all →
  • Taskopen
    SAP Policy Annual Review
    Due in 3d
  • Taskblocked
    Title IX Coordinator Designation
    Due 2026-06-09
  • Taskopen
    Placement Verification (Q4 graduates)
    Due 2026-06-18
  • Taskopen
    Faculty Credential File Update
    Due 2026-06-30
  • Taskopen
    Title IV Annual Audit Submission
    Due 2026-07-03

In-flight filings

Applications and submissions Dr. Angley is managing on your behalf

  • CIE Form 207 — Program Addition/Modification Fee Transmittal
    CIE
    draft
  • CIE Faculty Listing
    CIE
    draft
  • CIE Annual Application Fee Transmittal
    CIE
    draft
  • CIE Annual Application Fee Transmittal
    CIE
    draft

Recent messages

Conversation with your advisor

Open →
  • Dr. Angley5/18/2026, 4:32:25 PM

    Quick note: your SAP policy is in very good shape this cycle. We will refresh the language to match the current ACCSC interpretation but the core policy is solid.

  • Dr. Angley5/18/2026, 11:08:00 AM

    First call just us — we'll set strategy, then expand the working group in week 2. Sent calendar invite. In the meantime, I've pre-populated 7 self-study tasks in your dashboard so you can start collecting documentation now (graduation rates, job placement data, faculty credential summary).

  • Dr. Angley5/16/2026, 4:32:25 PM

    Great news — ACCSC has confirmed your site visit window for Q3. I will send a prep timeline this week so we have plenty of runway on Standards III and V.

Upcoming expirations

Licenses to renew

  • Florida Commission for Independent Education
    annual
    Due 2027-03-15