Training Presentation Archives

Conferences: 2016 | 2015 | 2014 | 2013 | 2012
New Aid Officer Workshop: 2017 | 2016 | 2014 | 2013 | 2012
ABC Workshop: 2013
Regional Training: 2017


2016 Conference Session Presentation Materials

The table below lists the sessions presented at the 2016 Conference. The presentations and accompanying samples, letters, etc., can be downloaded by clicking on the icons in the right column.

 PDF document


Presentation Title Presenter Document
5 Must Haves for Modern Financial Aid Niki Harris
Admission and Financial Aid: A Story of Teamwork Taryn Anderson
Elizabeth Griffin Smith
Adventures of a Financial Aid Call Center Christopher Murr
Jennifer Obenhaus
A View into Financial Literacy on Campus Sergio Gonzalez
Brook Pallanez
Basics of R2T4 and R2T4 for Programs with Modules Rick Renshaw
Changes to the SFA Audit Kenneth Wood
Customer Service: Effectively and Efficiently Jael Garcia
Allysa Luna
Executive Speak Wendy Hutchins
Executive Speak Wendy Hutchins
Federal Update Jeff Baker
Financial Aid Ethics and Code of Conduct JoEllen Soucier
Zena Williams
Financial Literacy: What's That? Joel Philistin
Dominique Brown
Gainful Employment Update Rick Renshaw
Leadership vs. Management Allysa Kristine Luna
Legal Guardianship in Texas Arianna Gray
Legal Guardianship in Texas - Handouts   .zip
Managing Your Default Rate and Avoiding the CDR Blues Felipe Olivarez
Marital and Tax Filling Status Conflicts Dennise Mendez
NCAA Bylaw 15 Ben Montecillo
One Stop Shop: Empowering Admissions and Registrar Staff to Answer Financial Aid Questions Joseph Ruiz
PPY and FAFSA Early Submission Rick Renshaw
Professional Judgment Judy Schneider
THECB - Private Institutions DeChá Reid
Leah Smalley
THECB - Public Institutions DeChá Reid
Leah Smalley
Top 10 Audit Findings Kenneth Wood
Unusual Enrollment History De Rodrick Jonkins
Verification and eForms Ben Montecillo
Janine Salas
Marcus Wilson
Verification Database Matches, C-Code Resolution, and Citizenship Confirmation JoEllen Soucier
What is the Right Type of Loan? Denise Sullivan
Michelle Enriquez
Raina Chezem
What to Expect on a Single Audit Kelsey Arnold
Tammie Wells
Why Students Don't Apply for Financial Aid Consuela Mitchell
Would You Read Your Own Website? Dan Dreves
Yield and Retention: The Impact of Financial Aid on Student Success and Enrollment Management Lisa Blazer

2015 Conference Session Presentation Materials

The table below lists the sessions presented at the 2015 Conference. The presentations and accompanying samples, letters, etc., can be downloaded by clicking on the icons in the right column.

 PDF document
XLSX document


Presentation Title Presenter Document
Adventures of a Financial Aid Call Center Christopher Murr
Jennifer Obenhaus
A New Beginning in Customer Service John Denton
Maria Croft
Best Practices for Improving Your Cohort Default Rate George Covino
Campus Services and Resources for Military Affiliated Students Clifton Jones
Jessica Alford
Fernando Chavez
Brent Williford
Bridgette Ingram
Challenging Negative Attitudes Kim Thomas
Confirming Students Begin Attendance for Pell, TEACH, and IASG Eligibility Dede Gonzales
Angelika Williams
Consumer Information - Tracking Document Worth Ferguson
Consumer Information - Wrangling the Beast Worth Ferguson
Consumer Information - Wrangling the Beast Handouts Worth Ferguson
Enrollment Reporting Panel Rick Renshaw
Federal Work Study Basics Amy Suter
Financial Aid & NCAA Compliance Ben Montecillo
Gainful Employment Federal Update Rick Renshaw
High School Completion Validation Robert Merino
How America Pays for College Sergio Gonzalez
Brook Pallanez
Leading Up, Down, and All Around Anne Walker
Delisa Falks
Erika Cox
Legislative Update George Torres
New Directors Anne Walker
Petition for Independent Students Frances Chapa
Precarious Packaging 2015 Karen Krause
Role of Student Communication in Retention and Repayment Megan McClean
Raul Lerma
Christopher Murr
Christine Cortez
Smoother Learner Processing Hernán H. Hernández
Raul Cavazos
SULA Basics Rick Renshaw
Survival Toolkit for New Financial Aid Professionals Rachael Fournier
The 5 W's of Student Loan Defaults Brenda McCafferty
THECB Update: Private Institutions Shebah Spears
Rafael Villarreal
THECB Update: Public Institutions DeCha Reid
Sophia Rodriguez
The Relay of TASFAs Rebekah Sepulveda
The Relay of TASFAs - 2014 Filing Requirements Chart for Most Taxpayers Rebekah Sepulveda
The Relay of TASFAs - Non-Filers (Parent) Rebekah Sepulveda
The Relay of TASFAs - Non-Filers (Student) Rebekah Sepulveda
The Relay of TASFAs - TASFA English 2015-16 Rebekah Sepulveda
The Relay of TASFAs - TASFA Training Manual Rebekah Sepulveda
The Relay of TASFAs - Toolkit TASFA - Checklist Rebekah Sepulveda
The Strategic Plan: Appeals and Financial Literacy Dan Dreves
Kathleen Roebuck
The Student Loan Bubble - Fact or Fiction Phillip Wambsganss
The Tax Detective - Federal Tax Issues Jim Briggs
The Tax Detective - Having Fun with Taxes Jim Briggs
Tomorrow Belongs to People Who Prepare for it Today Tom Melecki
Top Audit Finding from the State Kelsey Arnold
Tammie Wells
Work Study: A Discussion on Spending Funds Billy Satterfield

2014 Conference Presentations

The table below lists the sessions presented at the 2014 Conference. The presentations and accompanying samples, letters, etc., can be downloaded by clicking on the icons in the right column.

 PDF document
Microsoft Powerpoint Document


Presentation Title Presenter Document
150% Direct Sub Loan Limit Basics Heather Fountain
2015-16 Verification Trevor Summers
Aid Like A Paycheck Robert Merino
JoEllen Soucier
Evan Weissman
Community College Spotlight Fidel A. Calero, J.D.
Confirming Students Attend Each Class for Pell Eligibility Dede Gonzales
Angelika Williams
Connecting SAP and Retention Colleen MacDonald Krumwiede
Direct Loan Reconiliation - Alternative Method to DL Tools Christopher Murr
Stephanie Lopez
Fans to Followers: Using Social Media Effectively Erika Cox
Federal Update Trevor Summers
Financial Aid, Student Affairs, and the System Bridgette Ingram
Heather Fountain
Federal Pell Grant LEU Paul Negrete
Financial Stress: The Overwhelming Impact On Students Brenda McCafferty
Gainful Employment Update Trevor Summers
Higher Education Leadership Lisa Blazer
Managing Loan Default: Making A Difference In 60 Minutes Matt Lehmann
State Updates For Private Institutions Lyn Wheeler Kinyon
State Updates For Public Institutions Lyn Wheeler Kinyon
State Update Lyn Wheeler Kinyon
Student Loan Counseling: What Works and What Doesn't Jeff Webster
Student Loan Default Prevention and Financial Aid Literacy Pilot Program Jeff Webster
Understanding Repayment Plans with New IBR Changes Lou Murray
Unusual Enrollment History Linda Ballard
Weathering the CDR Storm - How Do I Challenge My Draft Rates Lou Murray
What Do I Need In The Toolkit? Helen Carter

2013 Conference Presentations

The table below lists the sessions presented at the 2013 Conference. The presentations and accompanying samples, letters, etc., can be downloaded by clicking on the icons in the right column.

 PDF document
Microsoft Word Document
Microsoft Powerpoint Document


Presentation Title Presenter Document
Cash Management: Start to Finish Dana Mingo
DeCha Reid
CB Exemption and Waiver Update Jane Caldwell

Independent Institution Update Rafael Villarreal
Need Survey Rafael Villarreal
Pell LEU Bridgette Ingram
Practical Compliance Practices Chrisana Black
Shannon Followill
Tanya Vittitow
Professional Judgment Bridgette Ingram
State Audit A-133 Ellie Thedford
THECB Public Institution Update Lyn Kinyon
Unusual Enrollment History Richard Silva
You're The Director - Creating A Culture of Assessment in Financial Aid Erika Cox
Eric Cooper

2012 Fall Conference
2012 Fall Conference Presentations and Handouts

2017 NAOW Presentations and Handouts

The table below lists the sessions presented at the 2016 New Aid Officer Workshop. The presentations and accompanying samples, letters, etc., can be downloaded by clicking on the icons in the right column.

 PDF document
Microsoft Powerpoint Document


Presentation Title Presenter Presentation Handout
D.O.P.E.    
FERPA Made Easy Bobby Lothringer  
Financial Literacy Compendium Karen Long-Trail
Julie Wittmis
Kimberly Schwaeble
 
Loan Basics Kimberly Schwaeble
Julie Wittmis
 
Packaging Angela Parkoff  
Pell Grant and Campus Based Programs Kevin Campbell  
R2T4 Kevin Campbell  
The Must & May of SAP Danchees Ingram  
State Financial Aid in Texas    
State Financial Aid Program Resources    
Student Eligibility and the Application Process Rachael Fournier
David Orsag
 
The Financial Aid Office    
Verification Dennise Mendez  

2016 NAOW Presentations and Handouts

The table below lists the sessions presented at the 2016 New Aid Officer Workshop. The presentations and accompanying samples, letters, etc., can be downloaded by clicking on the icons in the right column.

 PDF document
Microsoft Powerpoint Document


Presentation Title Presenter Presentation Handout
Application Process and Student Eligibility Kimberly Schwaeble
Rachael Fournier
 
D.O.P.E.    
Financial Literacy Karen Long-Trail
Julie Wittmiss
 
Income Driven Repayment Plans Laura Kowalski  
Loans Julie Wittmis  
Need Analysis and Professional Judgement Karen Long Trail  
Packaging Angela Parkoff
Pell and Campus Based Programs Trevor Summers  
Public 4yr Breakout Session    
R2T4 Kevin Campbell  
SAP Danchees Ingram  
State Programs and Update    
Survival Toolkit Rachael Fournier  
TASFA    
Verification Consuela Mitchell

2014 NAOW Presentations

The table below lists the sessions presented at the 2014 New Aid Officer Workshop. The presentations and accompanying samples, letters, etc., can be downloaded by clicking on the icons in the right column.

 PDF document
Microsoft Powerpoint Document


Presentation Title Presenter Document
2014 New Aid Officers Workshop Handbook  
1 - Overview of Financial Aid  
2 - Application Process and Student Eligibility Bill Mack
Ilaria Puente
3 - Pell Grant and Campus Based Programs Trevor Summers
5 - Verification Consuela Mitchell
Roy Tuberville
6 - Loan Basics Tanya Vittitow
7 - State Programs Lyn Wheeler Kinyon
8 - Resources  
9 - Need Analysis and Professional Judgement Angelika Williams
10 - Packaging  
11 - Satisfactory Academic Progress Consuela Mitchell
Yolanda Cleveland

2013 NAOW Presentations

The table below lists the sessions presented at the 2013 New Aid Officer Workshop. The presentations and accompanying samples, letters, etc., can be downloaded by clicking on the icons in the right column.

 PDF document
Microsoft Powerpoint Document


Presentation Title Presenter Document
1 - Overview of Financial Aid  
2 - Application Process and Student Eligibility Bill Mack
2A - Application Process and Student Eligibility - FAFSA Bill Mack
3 - Need Analysis and Professional Judgement Angelika Williams
4 - Verification  
6 - State Programs Lyn Wheeler Kinyon
7 - Resources  
8 - Loan Basics Angelika Williams
9 - Packaging  
10 - Satisfactory Academic Progress Yolanda Cleveland

2012 NAOW Presentations

The table below lists the sessions presented at the 2012 New Aid Officer Workshop. The presentations and accompanying samples, letters, etc., can be downloaded by clicking on the icons in the right column.

 PDF document
Microsoft Powerpoint Document


Presentation Title Presenter Document
1 - Application and Student Eligibility Debbie Nelson
Denise Welch
2 - Need Analysis and Professional Judgment Erika Cox
April Gonzales
3 - EFC Manual Calculation Scenario  
4 - Manual EFC Calculation 2012-13  
5 - Verification Consuela Mitchell
6 - 2012-13 IRS Tax Return Transcript Matrix  
7 - 2011 Tax Return Transcript Comparison  
8 - 2012-2013 Verification Requirements  
9 - Loans Bill Mack
10 - Resolving Conflicting Information  
11 - THECB And State Programs Lyn Wheeler Kinyon
12 - Packaging Erika Cox
13 - Satisfactory Academic Progress Yolanda Cleveland


2013 ABC Workshop Presentations

The presentations and accompanying samples, letters, etc., can be downloaded by clicking on the icons in the right column.

 PDF document
Microsoft Powerpoint Document


Presentation Title Presenter Document
1a. Application and Student Eligiblity Lisa Stewart
1b. Application Process and Student Eligibility - FAFSA  
2a. SAP Yolanda Cleveland
2b. Verification  
3. Need Analysis and Professional Judgment Jesse Martinez
4a. Pell and Campus Based Programs  
4b. Loans  
5. Resources  
6. Packaging  
7. State Programs Jane Caldwell

2012 ABC Workshop Presentations and Handouts

2017 Regional Training Presentations

The presentations and accompanying samples, letters, etc., can be downloaded by clicking on the icons in the right column.

 PDF document


Presentation Title Document
Customer Service
Developing Buy-in For Financial Literacy On Your Campus
Ethics and Code of Conduct
Federal Update
Financial Literacy - Why Does It Matter
Financial Literacy - You Can Build It
High School Validation
Prior Prior Year
Resources
SAP
Social Media
TASFA Student Processing
THECB
Verification - Conflicting Information
Verification - Working With Taxes
Verification Basics



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