Packaging & Notification of Awards

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Class starts: January 20, 2015

Cost: $349 per registrant (members and non-members).

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This course introduces participants to awarding and packaging financial aid funds, elements of award notifications, basic packaging models and guidelines for packaging federal financial aid funds. This course is a perfect collaborative learning tool for advanced financial aid professionals, and has been designed with the necessary tools, equipment and subject matter expertise to aid you through the educational process. A credential is provided after successfully completing and passing the credential test, which is available at the conclusion of the course and included in your course fee.

NASFAA University courses are 100% online with an asynchronous focus, meaning the individual attendee can log on anytime/anyplace (assuming they have Internet access) and participate in course requirements – naturally there are due dates they will need to adhere to, i.e. weekly assignments that must be completed. There are also weekly synchronous class meetings held one night per week at 6pm ET (schedule to be released soon). However, these “live” classes are optional and recorded for on-demand viewing by the course attendee. While there will be no grade reductions for students that do not attend these live classes, we do encourage attendance to due to the highly collaborative nature of the courses.

Live Class Schedule 

  • Class Meeting 1: 1/20/15 6pm - 7pm ET
  • Class Meeting 2: 1/27/15 6pm - 7pm ET
  • Class Meeting 3: 2/03/15 6pm - 7pm ET
  • Class Meeting 4: 2/10/15 6pm - 7pm ET
  • Class Meeting 5: 2/17/15 6pm - 7pm ET


  • Week 1 - Packaging Underlying Concepts and Policies and Procedures 
  • Week 2 - Packaging Models 
  • Week 3 - Packaging Process
  • Week 4 - Estimated Financial Assistance and Resolving Overawards 
  • Week 5 - Crossover Payment Periods and Award Notification 

As a participant of this course you will be asked to: 

  • Review educational presentations
  • Complete learning assignments and quizzes
  • Participate in online discussions
  • Collaborate with other financial aid administrators  
Coursework Video Example   
Below is an example of one of the weekly lesson videos made available to attendees of the course. In addition to the live weekly classes, discussion forums, homework lessons, self-assessments, and reading material that is provided to the attendee - these streaming videos are an integral part of the content delivery and allow attendees to view presentations anytime they choose to view them.  

Course Facilitators

David Tolman David Tolman’s career in financial aid began in 1992. Before joining NASFAA, he had been the Director of Financial Aid and Scholarships at Boise State University for nearly 12 years. His training experience includes many summers as faculty for WASFAA Summer Institutes, being a non-federal trainer with the U.S. Department of Education, and an instructor for NASFAA decentralized training. David also taught principles of microeconomics courses at Boise State University as an adjunct faculty member. His education includes a Bachelor’s degree from Brigham Young University and a Master’s degree from Arizona State University. 

Debra La Grone Debra La Grone began her career in higher education in 1990 after graduating from the University of Utah. Since then, she held various positions in financial aid offices at the University of Utah, Texas A&M University, Stephen F. Austin State University and Texas A&M University –Texarkana. She joined the NASFAA staff in 2011 as a Training Specialist in the Division of Training and Regulatory Assistance. She is responsible for researching and writing NASFAA training materials and webinars, updating NASFAA publications, and responding to technical questions regarding regulatory issues posed by NASFAA members. 

Cancellation Policy

We limit our online class size to ensure that we provide an effective, collaborative learning environment where participants receive experience and attention they need. Requests to cancel must be sent to

By submitting your registration, you agree to the following cancellation schedule:

  • $25 cancellation fee before January 16
  • $50 cancellation fee January 17 - 19 

If you do not cancel by 6:00 am ET January 20, you will be responsible for the full amount of the registration fee. Medical emergencies will be re-scheduled to another available course with a doctor’s note.