New Aid Officer Workshop

For the Strength of the Pack is the Wolf, and the Strength of the Wolf is the Pack. And the NAOW Committee wants YOU! Join our pack and you will never be alone in the Financial Aid Jungle.

“ All you got to do…. Is  Look for the Bare Necessities, “ The Simple Bare Necessities” Forget about  your worries and Your Strife. Where ever you are in Financial Aid, where ever you wander, where ever you roam, YOU will become part of our Pack .

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  • 2019 New Aid Officer Workshop Agenda (docx)

  • 2019 Handouts Below

  • Dates: Tuesday May 21 – Thursday May 23, 2019

  • Location:  Great Wolf Lodge, 100 Great Wolf Drive, Grapevine TX 76051

  • Room prices: $ 102.00/night. Above Room Rates accommodate 1-6 guests per room!
    Standard high speed  wireless Internet is included.

    Other Services included: local and outgoing 800 telephone calls; in-room coffee, two
    bottles of water, unlimited access to Iron Horse Fitness Center, both incoming and outgoing facsimile message
    service, parking and life jackets and towels in the water park. 

    INDIVIDUAL RESERVATIONS:  Each individual guest must make their own reservations by calling the toll-free Central Reservations Department at 1-844-554-9653 by 04/26/2019. They must identify themselves as members of the Group, with Reservation # 1905TASFAA. Guests can also go online to and use the Reservation #1905TASFAA.  All reservations must be guaranteed by the individual and accompanied by a first night room deposit or guaranteed with a major credit card.  Each individual has up 72 hours prior to arrival date to cancel the individual room with a $40.00 cancellation fee per room. If the individual cancels the room within 72 hours of arrival date, 100% of the first night’s room rate plus tax will be charged to the individual’s credit card or taken from the deposit. This charge applies only to the cancellation of the room by the individual and is in addition to any cancellation or attrition charges owed by the Group.

  • Prices: Early Bird Registration - $375.00 through May 5th 
    Regular Registration - $400.00 after May 5th  

NAOW Presenter Bios
Karen Long-TrailKaren Long-Trail M.B.A.
Co-Chairs/NAOW and ABC

Mrs. Long-Trail has managed the Texas Woman’s 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 (D.) IngramDanchees (D.) Ingram M.B.A.
Co-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 and Reporting.  She brings over 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 in dual service as the Vice Chair and Master of Ceremonies of NAOW and ABC

Mariah FournierMariah Fournier  
Vice Chair/NAOW and ABC
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.

David OrsagDavid Orsag
Board Liaison
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

Julie WittmisJulie Wittmis
Julie Wittmis is a Financial Aid Advisor at Texas Woman’s 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.

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. 

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.

Dawn Coleman-GlenDawn Coleman-Glen
Dawn Coleman-Glenn is the Training Specialist for Scholarships & Financial Aid at Texas A&M. She has been with the Financial Aid Department for just over 1 year but has been involved with adult education and training for much longer.  Dawn spent over 10 years enlisted in the US Air Force, 7 of which were in the Education and Training Management career field. While in that field she managed and scheduled aircraft maintenance technical training and was also a curriculum developer and instructor of the same Education and Training Management career field for the Community College of the Air Force. Four years after her honorable separation from the military to become a stay at home mom, Dawn was ready to return back to adult learning and found her place at Texas A&M specifically, Scholarships & Financial Aid. While working at A&M full-time, she also attends Texas A&M as a graduate student studying in the Education Human Resource Development program.

Lindsay PartridgeLindsay Partridge
Lindsay Partridge has worked in higher education for over 8 years, but found a true passion for helping underrepresented and underserved students via financial aid in 2015. Currently serving as a Financial Aid Officer at the UT Southwestern Medical Center, she facilitates all financial literacy and budgeting presentations for incoming students and is very much the definition of “other duties as assigned.”


2019 NAOW Presentations and Handouts - coming soon

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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