This includes two 3-hour pre-conference sessions and lunch on Monday, June 16, 2025.

Degree Audit encoding and processing is often challenging to explain to those who do not work with it daily. However, there are core concepts and basic knowledge that anyone who works with encoders or is beginning their own encoding journey needs to know. This session will provide an overview of the most relevant functionality and terminology of uAchieve Degree Audit encoding that anyone who interacts with it on a regular basis needs to know. It is intended for brand-new encoders who need an introduction to encoding, transfer articulation staff who need to understand how their work may impact degree audit encoding, those who manage degree audit encoders, and technical staff who do not encode but need to be aware of how encoding and degree audit processing function.

Session runs from 9am - 11am on Monday, June 16, 2025. Please note, lunch is not included with this pre-conference session.

This session is designed for TES Administrators and college or university administration or staff at institutions exploring or planning to implement the Evaluation Tracker workflow in TES. It will provide an in-depth overview of the Evaluation Tracker workflow and how it can route course descriptions (and course outlines) to faculty and staff for review. We will discuss the key components of the Evaluation Tracker workflow, the user rights and configurations needed to get started, and how to initiate evaluation tasks for courses, standardized exams, military credit, and prior learning assessments. Significant time will be devoted to helping institutions understand how their policies and practices will influence business processes around the use of the TES Evaluation Tracker workflow. Current use of or prior knowledge of TES is not required.

This includes two 2-hour pre-conference sessions and lunch on Monday, June 16, 2025.

This two-part certification class will cover the Why of TES, the Transfer Evaluation System. To complete your certification, you must attend both pre-conference sessions and four required sessions offered throughout the conference week covering additional functional areas within TES. Areas covered in the pre-conference sessions: -Implementation strategy: Sample events and elements that may need to be considered -TES Architecture: How TES is structured and how some of the features are organized -TES Feature Summary: What's under the hood -The Evaluation Tracker: Understanding the workflow in TES -TES Configuration: What can you customize -The Public View: Why and how should you deploy a public view of your stored equivalencies -TES Connections: What support is available -Thoughts on Data Management and Integration -Additional resources architecture

This includes two 2-hour pre-conference sessions and lunch on Monday, June 16, 2025.

This two-part certification class will cover how to use and leverage the tools within the Transferology Lab to make one's job more efficient and more productive. The Transferology Administrator Certification will provide individuals with a high-level understanding of the product and strategies for implementation. To complete your certification, you must attend both pre-conference sessions and attend two required sessions offered throughout the conference week covering additional functional areas within Transferology. Areas covered in the pre-conference sessions: •The history and future of Transferology. •The components of Transferology within the Lab and student application. •Advanced features like the TES integration, Program Pathways, Course Bundles, and more. •Reports and statistics. •Five steps to take for successful implementation (including promoting your school and creating landing pages). •What School Administrators can do to maximize their use of Transferology and make the most of its features. •Training others and finding help.

This is a closed meeting of the Client Advisory Board.

Lunch will be provided for those attending the TES and Transferology Administrator Certification Tracks.

Lunch will be provided for those registered for the uAchieve Degree Audit Encoding Primer pre-conference sessions.

Session runs from 12:30pm - 3:30pm on Monday, June 16, 2025. Please note, lunch is not included with this pre-conference session.

The String table houses sets of courses with simple and complex relationships to one another and is used to deal with course equivalencies, limiting credit, prerequisite management, and course time-sequencing. This session will cover String table concepts, the use and function of control rules, types of String relationships, and how String table rules can be used for curriculum scenarios. A brief review of the basic equivalency string types will be followed by lessons on the advanced string rule types of credit-limiting, prerequisite checking, and time sequencing. Additional advanced topics, such as multiple string rule effect and exceptions, will also be discussed. This session, part of the uAchieve Advanced Topics Workshop series, counts towards the training requirement for the uAchieve Degree Audit Encoder certification.

This is the second part of the two-part pre-conference course. See uAchieve Degree Audit Encoding Primer, Part 1, for the full description.

This is the second part of the two-part pre-conference course. See TES Administrator Certification, Part 1, for a description.

This is the second part of the two-part pre-conference course. See Transferology Administrator Certification, Part 1, for a description.

Welcome all first-time attendees! Come mix and mingle with CollegeSource staff and fellow newbies before the conference officially begins. We'll help you get the most out of the conference, and be available to answer your questions.

Kick off the conference on Monday night and say hello to friends, new and old! Wear your school spirit and bring school swag to share with peers at the Swag Swap table. Bites and drinks will be provided, including this year’s craft batch of beers made by the CollegeSource Brew Crew.

Please join us for this session, featuring our CEO, Kerry Cooper, and our President, Troy Holaday, to review our progress over the last year and get a glimpse of what's to come.

This presentation will show how to use CollegeSource's TES Evaluation Tracker workflow to store transfer GE patterns, local GE patterns, and course substitution decisions. Centralizing these records eliminates the need to review the same courses repeatedly, saving time for counselors, evaluators, and students. Attendees will learn how to streamline evaluations and improve access to critical information for faster decision-making and greater transparency.

Discover how UNC embraced the 'Turtle Mentality' to transform transfer practices! Join us to explore our journey with CollegeSource’s TES Evaluation Tracker workflow—implementation insights, staff and faculty feedback, and leveraging TES for daily tasks and international student evaluations.

Join me for a look at how CU Boulder is using Transferology to meet prospective students where they are in the recruitment process. From Transfer Tracks Appointments to Pre-Transfer Advising I will be talking about the programs we are offering and how we are getting the most out of Transferology functions for recruitment.

The Respond & Share sessions give users a chance to share ideas and discuss any topic they want to related to CollegeSource products. Respond & Share sessions are moderated by members of the Client Advisory Board.

The Respond & Share sessions give users a chance to share ideas and discuss any topic they want to related to CollegeSource products. Respond & Share sessions are moderated by members of the Client Advisory Board.

Join us on Wednesday night for great food, music, and fun! More information coming soon.

Transferology is a powerful recruitment tool that provides institutions with a direct channel for students seeking to transfer. It can be used to communicate with and review courses for students interested in transferring to your institution and provides you with reports to help you grow your equivalency database and expand outreach. TES' industry-leading Evaluation Tracker workflow allows you to route evaluation requests to subject matter experts in academic areas. This session will show you how can use TES and Transferology Lab together to speed up the transfer course evaluation process and better facilitate recruitment. Transferology Lab's TES Mode integration allows institutions to send transfer evaluations directly to TES without leaving the Lab. The status of the evaluation is tracked within the Transferology Lab so staff can see where the review is in the process to better advise students. Learn how your institution can level up with TES Mode today!

Please join us in wrapping up the eventful week with closing notes from CEO Kerry Cooper during lunch.