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HTRI Training - Global Headquarters

Navasota, Texas, USA | October 31 - November 02, 2023

Join us at the HTRI Global Headquarters in Navasota, Texas, USA, for three days of hands-on, case-based training. Take advantage of this opportunity to improve your understanding of HTRI Xchanger Suite software.

The training schedule includes three courses, all taught by HTRI experts:

  • Xist Workshop
  • Xvib Workshop
  • Xace Workshop

Register for one course or all three. 

Training Courses

Check-in begins at 8:00 AM. Courses run from 8:30 AM to 5:00 PM daily.

Course fees include arrival tea/coffee, lunches and snacks at breaks and training materials (workbooks, solutions booklets, and electronic copies of the case files). Computers with Xchanger Suite are available for use during the training event. Computers may be shared with other attendees.

Tuesday, October 31, 2023

    Xist Workshop  (US$450)

    Instructors: Lauren V. Moran and Frank Ashley

    This workshop is devoted to the shell-and-tube exchanger geometries handled only by Xist. The course focuses on the extensive options available in Xist and how you can use these methods effectively to solve several example problems. You will leave the class knowing how to take full advantage of the features this robust tool offers.

    Key Topics

    • Overview of Xist interface and the benefits of HTRI methods
    • Process specifications rules for rating, simulation, and design
    • Guidelines for specifying fluid properties
    • Description of Xist geometry input parameters and their defaults
    • Interpretation of Xist outputs for validation of unit performance

    Suggested Participants

    Designers of shell-and-tube heat exchangers and process engineers who evaluate their performance

    HTRI Software

    This course will make use of the following HTRI software: Xchanger Suite® component Xist®

    Course Credits: 6 hours (PDH/CEU)

    Course Outline

Wednesday, November 01, 2023

    Xvib Workshop  (US$450)

    Instructors: Matthew Berger and Kevin Farrell

    Because vibration can cause critical operating problems in heat exchangers, it is important to analyze the potential for flow-induced vibration. This workshop teaches you how to develop an input file, interpret results, and obtain accurate prediction of the vibration potential for installed units. Using Xvib® you’ll practice determining if a heat exchanger is susceptible to vibration damage.

    Key Topics

    • Analysis methods for fluidelastic instability and vortex shedding
    • Velocity profile development
    • Vibration susceptibility

    Suggested Participants

    Engineers responsible for the mechanical condition of shell-and-tube heat exchangers

    HTRI Software

    This course will make use of the following HTRI software: Xchanger Suite® components Xist® and Xvib®

    Course Credits: 6 hours (PDH/CEU)

    Course Outline

Thursday, November 02, 2023

    Xace Workshop  (US$450)

    Instructors: Ashley Hinojosa and Lance Bishop

    Do you design air-cooled heat exchangers? Evaluate their performance? Then this workshop is for you. Learn how to use Xace® effectively to rate and design air-cooled heat exchangers, economizers, and air preheaters. All example problems and practice exercises relate to geometries handled only by Xace.

    Key Topics

    • Overview of Xace capabilities and applications
    • Geometry inputs for air coolers and economizers
    • Process specifications for rating, simulation, and design
    • Guidelines for specifying fluid properties
    • Introduction to HTRI analysis methods

    Suggested Participants

    Designers of air-cooled heat exchangers and process engineers who evaluate their performance

    HTRI Software

    This course will make use of the following HTRI software: Xchanger Suite® component Xace®

    Course Credits: 6 hours (PDH/CEU)

    Course Outline

Shannon Resendez
+1.979.690.5050 office
[email protected]


Frank Ashley
Frank ashley

Sales Lead, Exchanger Optimizer, graduated in 2017 with a BS in Mechanical Engineering from Texas A&M University – Kingsville in Kingsville, Texas, USA. Frank’s education and experience have given him exposure to manufacturing methods and insight into building customer relationships. These skills have served him well in his role at HTRI, in which he leads the effort to increase the awareness and adoption of HTRI’s Exchanger Optimizer software tool. Frank has worked to develop and present material to a variety of customers related to the capabilities and uses of Exchanger Optimizer, tailoring those materials to the specific needs of each customer.

Matthew Berger
Matthew berger

Senior Project Engineer, Engineering Services, graduated with a BS in Mechanical Engineering from Texas A&M University, College Station, Texas, USA. While a co-op student at Gibbons Creek power plant, Berger performed performance reviews of pumps, pulverizers, and feedwater heaters. Following graduation, he progressed to project engineer and engineering manager roles for FTS International, leading engineering projects on various topics such as pulsation control, equipment redesign, software implementation, and vibration analysis. Since joining HTRI, his primary focus has been on proprietary contracts and the Edgeview software, as well as involvement in Technical Support and Training.

Lance Bishop
Lance bishop

Lead Test Engineer, Research & Technology Center, graduated with a BS in Mechanical Engineering from Texas A&M University, College Station, Texas, USA. He worked for over ten years as a Plant Engineer at NRG Energy, Inc., where he conducted testing on different plant equipment and process systems, and modeled physical systems to determine points of efficiency and predict process scenarios. At HTRI, Bishop performs experimental tests for multiple areas of research, as well as maintenance of data acquisition and calibration equipment.

Kevin Farrell
Kevin farrell

Principal Engineer, Computational Simulation & Validation, graduated from Pennsylvania State University, State College, Pennsylvania, USA, with his BS, MS, and PhD in Mechanical Engineering. His areas of expertise include fluid dynamics, vibration, and thermal engineering. His responsibilities at HTRI focus on flow-induced vibration, computational fluid dynamics (CFD), visualization studies, and fired heaters. Prior to joining HTRI, he worked for 16 years as a researcher and deputy head of the Fluid Machinery Department of the Applied Research Laboratory (ARL) at Pennsylvania State University. A member of ASME and ASTFE, Farrell is a licensed Professional Engineer (PE) in Pennsylvania and Texas, USA.

Ashley Hinojosa
Ashley hinojosa

Engineer, Technical Support, graduated with a BS in mechanical engineering from Texas A&M University, College Station, TX. During her studies, she completed two internships with oil & gas equipment company Proserv, gaining experience with product testing and technical writing. She worked in heat exchanger sales, covering the Houston, Waco, and Dallas/Fort Worth areas, for almost two years before joining HTRI. As a member of the Engineering Services group, she focuses on technical support and contracts but also assists with development of other materials for HTRI's technical program.

Lauren V. Moran
Lauren v moran

Manager, Engineering Services, graduated with a BS in Engineering from LeTourneau University, Longview, TX. In her early career, she worked for National Aeronautics and Space Administration (NASA) contractors at the Johnson Space Center in Houston, Texas (TX). As a Systems Engineer, Lauren spent 5 years focused on projects related to the International Space Station and was certified as a console extravehicular robotics engineer and safety engineer in the Mission Control Center, also serving as the technical liaison between Boeing and the Canadian Space Agency. She joined HTRI in 2006 in technical support and currently manages the technical support team. She continues to engage in sales, training and priority contract’s activities. With nearly 15 years of experience helping end users effectively use HTRI products allows a unique perspective for HTRI research to software initiatives.


HTRI Conference Center

165 Research Dr.
Navasota, Texas

Hotel Information

Residence Inn Bryan College Station
720 University Drive East
College Station, Texas, 77840, USA
Booking Link: HTRI Training Block Residence Inn Bryan College Station


Getting Around

Ground Shuttle
Roundtrip options for IAH to CLL