ABC Workshop

October 2-3, 2018

-- Registration Closed --

Encourage your new staff to master the basics of financial aid with this one and a half day workshop on everything from the FASFA and Student Eligibility, to SAP and Professional Judgement, to the Basics of Enrollment Services and Financial Literacy. The Texas Higher Education Coordinating Board will also present sessions on state financial aid programs.

Registration rate is $150.00 which includes materials, Tuesday and Wednesday Continental Breakfast, Tuesday lunch, and all snacks. Sessions begin at 8:00 am on Tuesday, October 2nd and end before noon on October 3rd, so the Workshop Attendees who have also registered for the 2018 TASFAA Conference can attend the opening TASFAA session.

-- Hotel Information -- COMING SOON!
-- 2018 ABC Workshop Agenda --

For more information, please contact Karen Long-Trail at KLONG@TWU.EDU or 214-689-6520 or Rachael Fournier at Rachael.fournier@uta.edu or 817-272-4069.


ABC Workshop Presentations

The table below lists the sessions presented at the 2018 Conference ABC Workshop. The presentations and accompanying samples, letters, etc., can be downloaded by clicking on the icons in the right column.

Presentation Document
Consumer Information
FERPA Made Easy
Loan Basis Repayment Plans
Need Analysis  
Overview of Pell and CB
Packaging
Pacckaging - Handout
Professional Communication Styles - Maintaining Our Relationships
Professional Communication Styles - Assessment
Professional Judgment
R2T4
R2T4 - Test Case
SAP - Must or May
Student Eligibility and the Application Process
Verification 2019-2020


ABC Presenter Bios
Karen Long-TrailKaren Long-Trail
Chairs/NAOW and ABC

Mrs. Long-Trail has managed the Texas Womanís University T. Boone Pickens Institute of Health Sciences Enrollment areas for 18 years. In addition, Karen has served as a TASFAA Board member and currently as committee chair for the New Aid Officer Workshop, in addition on to serving on numerous SWASFAA and NASFAA committees. She has also earned 17 NASFAA certifications.
Rachael FournierRachael Fournier
Chairs/NAOW and ABC

Rachael Fournier has worked in the educational arena for 19 years in a variety of capacities, including after school care, remedial education, No Child Left Behind tutoring and last, but certainly not least, financial aid at Tarrant County College, the University of Dallas and UT-Arlington. Rachael's areas of expertise include Pell Grant adjustments, Return of Title IV, scholarships and administering campus-based aid.
Danchees IngramDanchees Ingram MBA
Vice Chair/NAOW and ABC

Danchees Ingram fondly know as D. is the Associate Director of the Office Student Financial Aid at the University of Texas Southwestern Medical Center located in Dallas. Prior to her tenure at UTSW D. served as the Financial Aid Specialist for Tarrant County College District managing the State Programs. She bring 10 years of financial aid knowledge and over 15 plus years of training and development experience. D has served on the TASFAA Training Committee for 5 years. She has also served the financial aid professionals of the Southwest Association of Financial Aid Administrators as the Local Arrangements Chair in 2017. D is the Vice Chair and Master of Ceremonies of NAOW and ABC.
Julie WittmisJulie Wittmis
Julie Wittmis is a Financial Aid Advisor at Texas Womanís University. She has over nine years of financial aid experience and has a real passion for making the financial aid process more understandable for students, parents and peers, as well as eliminating or reducing financial barriers to higher education. She has served on the New Aid Officer Workshop and ABC committees since 2015. Julie also has expertise in Financial Literacy and has earned 4 NASFAA Credentials: Cost of Attendance, Loans, Professional Judgment, and Satisfactory Academic Progress.† Julie is also the Lead Editor for the NAOW and ABC Workshops.
David OrsagDavid Orsag
Associate Director of Financial Aid University of Mary-Hardin Baylor
David began work in the financial aid office as a student worker and has now worked full-time for over twelve years. He is married to his wonderful wife, Hope (she did not write that) and has 4 boys ranging in age of 7 (twins) to 12. He is a TASFAA Board Member for 2018-2019
Kimberly SchwaebleKimberly Lee
Kimberly Lee has worked in the financial aid office since her freshman year in college and started her career at Arizona State University. She works at Rice University as the Loan Coordinator and Assistant Director. Kimberly has completed her Masterís degree in Higher Education Administration. She has served on the training committee for 3 years and has earned 4 NASFAA credentials. She is the Marketing chair for the NAOW and ABC workshops.
Mariah FournierMariah Fournier
Mariah Fournier is a Financial Aid Specialist for Dallas County Community College District. She is a member of the Awards Management Team. She started her journey as a Work Study in financial aid almost 8 years ago. Mariah also volunteers with the Foundation for C.H.O.I.C.E. as a high school mentor, helping students attend a higher education institution.
John SculleyJohn Sculley
John has worked for Texas State University, Office of Financial Aid & Scholarships since 2013 and, as of recently, serves as the Lead Advisor for the department. John is also serving as the Chair of the Web Services committee and a committee member for the TASFAA Training committee. Since 2014, John has facilitated a FAFSA fill out for forty-five students through the Student Support Services Department at Texas State.
Zackary KruegerZackary Krueger
Zach is the Assistant Director of Financial Aid at the University of Mary Hardin-Baylor. He is an alumnus of UMHB and has worked there for 10 years. Over that time his duties include, but not limited to, ISIR transactions and processing, verification, Pell grant processing, and document/communication processing.
Sophia RodriguezSophia Rodriguez
Program Specialist for Financial Aid Services/Trainer
Sophia Rodriguez has been working at the Texas Higher Education Coordinating Board since 2009 various positions and currently is one of two Program Specialist on the training and communications team. During her tenure, she has managed both the TEXAS Grant and the Top 10% Scholarship programs and has become a subject matter expert on a variety of other processes and programs at the agency. Prior to working at the Coordinating Board, she worked at the City of Austin Neighborhood Housing Community Development department and had an established a career in mortgage banking.
Rick RenshawRick Renshaw
Rick Renshaw is one of your Federal Student Aid Training Officers from the U.S. Department of Education Dallas Regional Office. Rick has been an FSA training officer for six years and lives in Waxahachie, Texas.

Prior to joining ED, Rick was a financial aid director for 28 years, most recently serving as the Executive District Director of Financial Aid and Scholarship Programs for the Dallas County Community College District. While serving at the District, his department administered aid to over 60,000 students annually. His previously directed financial aid offices in both public and private universitiyes are two-year colleges across Texas.

Rick is a past president of TASFAA and SWASFAA. As a financial aid director, he was very active in the financial aid professional associations, working on numerous state, regional and national committees and task forces throughout his career. Rick also served as a member of the NASFAA Board of Directors and as a commission director for NASFAA.

Rick holds a master's degree from Wayland Baptist University and a bachelor's degree from the University of Central Arkansas. He and his wife Sharon have been married for over 43 years and have three children and give grandchildren scattered from Texas to Oregon, North Dakota, and Virginia.
Bobby LothringerBobby Lothringer
Bobby Lothringer has been the University Registrar for Texas Womanís University since 2011. He holds a Bachelor of Arts degree from Texas Tech University and a Masterís degree in Higher Education Administration from the University of North Texas. He is currently working on his Doctorate degree in in the same program at UNT. Bobby has over 22 years of experience working in higher education at three different institutions: Texas Tech University, University of North Texas, and Texas Woman's University. In addition to his experience in the registrarís office of two different institutions, Bobby has worked in the areas of alumni relations, admissions & recruiting, and academia. He recently was awarded the 2015 Texas Association of Collegiate Registrars and Admissions Officersí (TACRAO) Presidentís Award, the highest, rarest honor given by the organization, for his many contributions to the organization and higher education in the State of Texas.



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