Pre-conference & certification opportunities
Kick off your conference week with intensive training
If you’re looking to maximize your week from start to finish, the pre-conference may be right for you. Pre-conference sessions will be offered throughout the day on Monday, June 16, 2025, prior to the Welcome Reception in the evening. These 2-3 hour sessions provide users with in-depth training on a variety of topics with opportunities for certification.
All pre-conference options can be purchased as add-ons to the General Conference Admission.
Pre-conference sessions offered
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- uAchieve Degree Audit Encoding Primer ($300, 6-hours/Full day)
- Getting Started with the TES Evaluation Tracker Workflow ($175, 2-hour Morning session)
- Advanced String Table Rules ($200, 3-hour Afternoon session)
- Transferology Administrator Certification ($275, 4-hours/Full day | Certification opportunity)
- TES Administrator Certification ($275, 4-hours/Full day | Certification opportunity)
Detailed descriptions are below. Workbooks and presentation materials are included in all pre-conference sessions. Lunch will be provided for those attending the TES and Transferology Administrator Certification Tracks, and those attending the uAchieve Degree Audit Encoding Primer pre-conference sessions. Pre-conferences can be selected during registration as an add-on to the General Conference Admission.
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Pre-conference schedule
Monday, June 16
8:30 – 11:30am | uAchieve Degree Audit Encoding Primer, Part 1
9:00 – 11:00am | TES Administrator Certification, Part 1
9:00 – 11:00am | Transferology Administrator Certification, Part 1
9:00 – 11:00am | Single-session Intensive: Getting Started with the TES Evaluation Tracker Workflow
11:00am – 1:00pm | Lunch for full day pre-conference attendees (excludes single-session intensive attendees)
12:30 – 3:30pm | uAchieve Degree Audit Encoding Primer, Part 2
12:30 – 3:30pm | Single-session Intensive: Advanced String Table Rules
1:00 – 3:00pm | TES Administrator Certification, Part 2
1:00 – 3:00pm | Transferology Administrator Certification, Part 2
Single & all day-session intensives
This year we have a variety of pre-conference intensives taking place on Monday, June 16.
*NEW* uAchieve Degree Audit Encoding Primer
Monday, June 16 from 8:30 – 11:00am and from 12:30 – 3:30pm
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.
Getting Started with the TES Evaluation Tracker Workflow
Monday, June 16 from 9:00 – 11:00am
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.
Advanced String Table Rules (uAchieve)
Monday, June 16 from 12:30 – 3:30pm
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.
Transferology Administrator Certification
Certification opportunity track
What’s included during the week
Registration for the Transferology Administrator Certification track includes the required pre-conference sessions and breakout sessions through the remainder of the week. Also included are Opening and Closing sessions, any remaining breakout sessions, all meals, and all networking events.
Certification requirements
To become certified, users must attend the two-part pre-conference workshop and required sessions throughout the conference. Upon completion of requirements, users will receive a printed, signed certificate at the end of the conference week, and will be listed on the CollegeSource Support Center certification site. Certification will last for two years, at which point it may be renewed based on meeting continuing criteria.
To learn about all CollegeSource certifications, please visit our training & certifications page.
Required sessions
Transferology Administrator Certification, Part 1 and 2
Monday, June 16, from 9:00 – 11:00am & 1:00 – 3:00pm
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:
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- The history and future of Transferology
- The components of Transferology within the Lab and student applications.
- 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.
The additional required sessions will be announced once the agenda is finalized in March.
TES Administrator Certification
Certification opportunity track
What’s included during the week
Registration for the TES Administrator Certification track includes required pre-conference sessions and required breakout sessions through the remainder of the week. Also included are Opening and Closing sessions, any remaining breakout sessions, all meals, and all networking events.
Certification requirements
To become certified, users must attend the two-part pre-conference workshop and required sessions throughout the conference. Additionally, users must be in an active position within a TES-licensed institution and have been utilizing TES for at least one year.
Upon completion of requirements, users will receive a printed, signed certificate at the end of the conference week, and will be listed on the CollegeSource Support Center certification site. Certification will last for two years, at which point it may be renewed based on meeting continuing criteria.
To learn about all CollegeSource certifications, please visit our training & certifications page.
Required sessions
TES Administrator Certification, Part 1 and 2
Monday, June 16, from 9:00 – 11:00am & 1:00 – 3:00pm
This two-part 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:
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- 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
The additional required sessions will be announced once the agenda is finalized in March.
How to sign up
All pre-conference workshops can be purchased as add-ons to the General Conference Admission during registration.
