New Aid Officer Workshop

"We are the Champions, my friends, and weíll keep on fighting to the end" to train new financial aid professionals. The adventures of NAOW is looking for new champions to join our team! Join us for training, dine with us during the "Breakfast of Champions", become a qualified professional and perhaps see your photo and name on a Wheaties Box.

-- Registration Closed --

  • 2018 New Aid Officer Workshop Agenda

  • 2018 Handouts Below

  • Dates: Monday, May 21 - Wednesday, May 23, 2018

  • Location: Houston Marriott West Loop by the Galleria, 1750 West Loop S, Houston, TX 77027

  • Room prices: $145.00/night for single or double
    Complimentary self-parking
    Standard Wireless Internet is included in the room rate.

  • Prices: Early Bird is $375.00 (close on 5/01/2018) and $400.00 regular registration

NAOW Presenter Bios
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.
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.
Danchees IngramDanchees Ingram
Danchees Ingram is the Financial Aid Specialist at Tarrant County College District. She bring over 9 years of financial aid experience and 15 plus years of training and development experience. Danchees Ingram is the 2018-2019 Vice Chair, SWASFAA Chair of Local Arrangements Committee, and Master of Ceremonies of NAOW and ABC.
Julie WittmisJulie Wittmis
Julie Wittmis is a Financial Aid Advisor at Texas Woman’s University. She has over 8 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 serves on the New Aid Officer Workshop and ABC committees. Ms. Wittmis also has an 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.
Dennise MendezDennise Mendez
Vice Chair of Education/NAOW and ABC

Dennise has been in the Scholarships & Financial Aid Office at Texas A&M University for three years. She holds a Bachelorís degree in Finance and Management and a Masterís degree in Education Administration from New Mexico State University.
Kimberly SchwaebleKimberly Lee
Currently, Ms. Lee has worked the financial aid office since her freshman year in college, and currently pursuing a Masterís in Higher Education Administration. Kimberly works at Rice University and has worked as a Loan Coordinator and currently serves as an Assistant Director. She is the Marketing chair 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 ten years. He is married to his wonderful wife, Hope (she did not write that) and has 4 boys ranging in age of 5 (twins) to 10. He is a TASFAA Board Member for 2018-2019
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.
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.
Jennifer LewisJennifer Lewis
Ms. Lewis has managed the Texas Woman's University Institute of Health Sciences (Houston OneStop) Financial Aid Office for 10 years. In addition to processing financial aid applications and serving as administrator on two major scholarships she also serves as Financial Literacy Coordinator for her campus. Ms. Lewis has an open-door policy which helps to build confidence between the student and the Financial Aid Office. She is also cross-trained in and works closely with the Registrar's, Admissions' and Bursar's Office.
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.

2018 NAOW Presentations and Handouts

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

Microsoft Powerpoint Document


Presentation Title Presenter Presentation
Consumer Information Karen Long Trail
Cost of Attendance Julie Wittmis
FERPA Made Easy Bobby Lothringer
Loan Basics and Repayment Jennifer Lewis
Julie Wittmis
Need Analysis: Understanding the EFC Rachael Fournier
Overview of Pell and CB Kevin Campbell
Packaging David Orsag
Professional Communication Styles: Maintaining Our Relationships  
Professional Judgment Kimberly Schwaeble
R2T4 Kevin Campbell
R2T4 - Worksheet for Credit Hours Kevin Campbell
SAP: Must or May Danchees Ingram
Student Eligibility and the Application Process Mariah Fournier
John Sculley
Verification 2018-2019 Dennise Mendez


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