Monday, December 18, 2023 and Tuesday, December 19, 2023

Each day at 1:00–5:00 p.m. Eastern

Get certified with us!

Join us virtually for two half days of live webinars, including guided instruction and hands-on exercises. You’ll boost your TES skills with this professional development opportunity resulting in certification.

$299 per person
Discounts available for groups of three or more.

About the course

TES Basic Certification

If you want to know the fundamentals of TES, the Transfer Evaluation System, you’re in the right place. TES Basic Certification is all about learning how to use TES. In particular, it exposes users to all of the basic features within TES in a hands-on learning environment, so that you will be able to see and understand what they do. This will be of great value when advocating to expand the use of TES on your campus to take full advantage of its available features. This course will improve your efficiency and provide a greater return on your investment in the transfer tool.

Looking for more advanced training?

To get a high-level understanding of TES, including strategies for implementation, check out our TES Administrator Certification course.

Certification requirements

To receive TES Basic certification, you must attend the 4-hour training lectures on Monday, December 18, 2023 and Tuesday, December 19, 2023, and complete the exercise homework. Upon completion, we will email you a digital certificate, and your certification will last for 2 years.

Topics we’ll cover

Day 1 – Monday, December 18, 2023

1:00–5:00 p.m. Eastern

  • CollegeSource Overview – A short discussion of CollegeSource, our products, how TES fits in, and where TES has come from
  • User Management – Managing Users, understanding User Rights, and some best practices for maintaining user accounts
  • Data Import/Export
  • User-added Courses – Create pseudo-institutions/departments/courses to more effectively manage your equivalencies
  • Course Finder – Search, review course history, compare to your own courses, evaluate for equivalency
  • Equivalency Manager – Create and maintain equivalencies
  • Groups and Group Reports – Create transfer guides that are a breeze to maintain
  • Day 1 Ending Exercises – Reinforce topics from the day’s discussions

Day 2 – Tuesday, December 19, 2023

1:00–5:00 p.m. Eastern

  • The Administrator Role
  • Customize and Deploy Your Public View
  • Evaluation Tracker workflow – Create an evaluation task and understand the full path an evaluation follows
  • Equivalency Batch Editor
  • TES Reports
  • Day 2 Ending Exercises – Reinforce topics from the day’s discussions

About the presenter

John Panzica is a Sr. Transfer Solutions Specialist at CollegeSource who has served in higher education for more than 25 years. Starting out in Financial Aid, John progressively took on additional duties within Enrollment Management, making his way into Admissions and Records, and then on to University Registrar. John’s vast experience on campus gives him a unique perspective on transfer-related issues. Having worked at both 2-year and 4-year institutions, the issue of student transfer is central to John’s experience.

John Panzica

Sr. Transfer Solutions Specialist, CollegeSource

Frequently asked questions

What will I need for this course?

Since this course is completely online, you will need a computer with internet and email access, a phone or microphone to participate in conversations, and your TES training credentials which will be provided to you via email the day before the course starts.

What is the certification process?

Once you have completed the online course and any homework, a digital TES Basic Certificate will be emailed to you.

Is there a group discount?

Yes. If you register three or more staff from your institution, each person will receive $30 off the registration fee. Please note this discount will apply with a code provided during the online registration process after adding 3 or more group members to a single registration.

What is the refund policy?

Full refunds will be issued if you cancel one week prior to the start of the certification class. Due to limited availability and waitlists, any cancellations within one week will not receive a refund.