Pre-conference & certification opportunities

Kick off your conference week with intensive training

Session-Topics-at-CollegeSource-Conference

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 17, 2024, 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.

Pre-conference sessions offered

Detailed descriptions are below. Workbooks and presentation materials are included in all pre-conference sessions. Lunch will be provided for all pre-conference attendees.

  • Pre-conference schedule

    Monday, June 20

    8:30 – 11:30am | uAchieve Encoding Boot Camp, 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: Enforcing Limits in uAchieve
    11:00am – 1:00pm | Lunch for pre-conference attendees
    12:30 – 3:30pm | uAchieve Encoding Boot Camp, Part 2
    1:00 – 3:00pm | TES Administrator Certification, Part 2
    1:00 – 3:00pm | Transferology Administrator Certification, Part 2
    1:00 – 3:00pm | Single-session Intensive: Fully Utilizing uAchieve Transfer Articulation
  • Post-conference sessions

    Thursday, June 20
    1:30 – 3:30pm | uAchieve Encoding Boot Camp, Post-Conference Session
    Friday, June 28
    8:30am – 12:30pm PT | uAchieve Encoding Boot Camp, Virtual Post-Conference Session
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Single-session intensives

There will be two in-depth sessions on uAchieve functional topics on Monday, June 17. Attendees may choose to participate in one or both sessions as add-ons to their conference experience.

Morning session

Monday, June 17 from 9:00 – 11:00am

Enforcing Limits in uAchieve

Discover the types of limits uAchieve enforces on the application of coursework (and what isn’t actually a limit), how and when uAchieve enforces limits, options that affect limit enforcement, and best practices for encoding and having limits work well.

Afternoon session

Monday June 17 from 1:00 – 3:00pm

Fully Utilizing uAchieve Transfer Articulation

With the majority of students bringing in some sort of transfer credit and many states enacting structured state-wide transfer programs that need to be followed for compliance purposes, there is often a need for more complex Transfer Articulation (TA) encoding in uAchieve. This session will provide an in-depth look at how to fully utilize TA and degree audit encoding to automate many transfer processes at the institution. Topics will include a review of advanced TA encoding in the IREF and transfer tables, how to automate a number of different types of structured transfer programs, and how to set up non-traditional TA rules.

How to sign up

One or both of the uAchieve single-session intensives can be purchased as add-ons to a General Conference Admission for $199 each and can be selected during registration.

Logo for TES, the Transfer Evaluation System

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 17, 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:

    • 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
Attendees must attend the following required sessions during the conference to become certified:

Monday, June 17
9:00 – 11:00am: TES Administrator Certification, Part 1
1:00 – 3:00pm: TES Administrator Certification, Part 2

Additional required sessions
Attend all four of the following sessions to complete your certification:

Tuesday, June 18
9:00 – 9:45am: TES: What’s New, What’s Next
3:15 – 4:00pm: It Came From Outside a College: Non-Traditional Sources of Credit in TES

Wednesday, June 19
9:00 – 9:45am: Getting IT: Bridging Communication Gaps in the IT Landscape

Thursday, June 20
– 8:00 – 8:45am: TES Maintenance

How to sign up

If you wish to participate in this track, select “TES Administrator Certification + General Conference Admission” during registration.

Logo for Transferology

NEW! 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 17, from 9:00 – 11:00am & 1:00 – 3:00pm

CollegeSource is happy to provide the inaugural Transferology Administrator Certification! This course will cover the ins and outs of Transferology while helping you work towards certification. We will help you learn all about Transferology, its features, configuration, and more. We look forward to seeing you become the first cohort to achieve this certification! 

Similar to other CollegeSource certifications, the requirements to become certified include this two-part pre-conference session, as well as attending two other Transferology sessions during the conference.

Here are some of the areas we will cover during the two-part pre-conference session:

    • 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.
Attendees must attend the following required sessions during the conference to become certified:

Monday, June 17
9:00 – 11:00am: Transferology Administrator Certification, Part 1
1:00 – 3:00pm: Transferology Administrator Certification, Part 2

Additional required sessions
Attend any two of the following sessions during the week to complete your certification:

Tuesday, June 18
1:00pm – 1:45pm: Transferology Health Check: Product Updates for 2024
3:15pm – 4:00pm: Rogue Credits: A Transferology Story – A Decade in Review

Thursday, June 20 
10:00 – 10:45am: Transferology’s Technical Landscape
11:00 – 11:45M: Transferology (Certification) Afterparty

 

How to sign up

If you wish to participate in this track, select “Transferology Administrator Certification + General Conference Admission” during registration.

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uAchieve Encoding Boot Camp

Certification opportunity track

What’s included during the week

Take a step toward earning your Degree Audit Encoder Certification with all the conference perks! Registration for the uAchieve Encoding Boot Camp includes pre-conference sessions on Monday, additional required sessions through the remainder of the week, an onsite post-conference session on Thursday afternoon, and a virtual post-conference session the following week on Friday, June 28. Attendees also have access to Opening and Closing Sessions, any remaining breakout sessions, all meals, and all networking events.

Toward certification

Completing the boot camp track will count as the Basic Encoding workshop requirement toward a uAchieve Degree Audit Encoder certification. To become a Certified uAchieve Degree Audit Encoder, users must complete both the Basic and Intermediate Encoding workshops, have an active encoding position, and submit an application.

To help you become certified, all attendees who complete the boot camp track will receive 25% off an upcoming uAchieve training workshop. Discount code must be used within one year of the completion of the conference or by June 20, 2025.

To learn about all CollegeSource certifications, please visit our training & certifications page.

Required sessions

uAchieve Encoding Boot Camp, Part 1 and 2
Monday, June 17, from 8:30 – 11:30am & 12:30 – 3:30pm

*Please note this track includes an onsite post-conference session on Thursday afternoon
from 1:30 – 3:30pm
and a virtual post-conference session the next week on Friday, June 28, from 8:30am – 12:30pm (Pacific time zone).

The Encoding Boot Camp track is for new encoders or those who want a refresher on the basics. We will cover a core of topics from the newly revised Encoding Workshop, including lectures, hands-on exercises in our training database, and a copy of the manual material covered during the two pre-conference sessions.

Please note: Attendees will need to provide their own laptop computer.

The topics covered throughout the week will include the following:

    • Monday morning pre-conference session:
      • The COM Table, Encode Programs and Requirements, and Matching Courses and Course Lists
    • Monday afternoon pre-conference session:
      • ANDs and ORs and Course Condition Codes
    • Additional required sessions throughout the conference:
      • Tuesday, June 18
        1:00 – 1:45pm: Course Sharing and Markers
      • Wednesday, June 19
        8:00 – 8:45am: The Grade Table
        9:00 – 9:45: Reserved Condition Codes
        10:15 – 11:00am: Processing Phases of uAchieve Degree Audit
        1:00 – 1:45pm: Using the String Table and the Convert Table
        2:00 – 2:45pm: Duplicate Logic and the Repeat Table
      • Thursday, June 20
        8:00 – 8:45am: Requirement/Sub-Requirement Types
    • Thursday, June 20, onsite post-conference session from 1:30 – 3:30pm:
      • Exceptions
    • Friday (June 28) virtual post-conference session from 8:30am – 12:30pm (Pacific time zone):
      • Depending on time: Follow-up questions from the conference, a review of institutional curriculum and encoding scenarios, and the HUNGRY elective module from the newly revised Encoding Workshop

Attendance and participation in all sessions listed above are required to apply toward the uAchieve Degree Audit Encoder certification training requirement.

How to sign up

If you wish to participate in this track, select “uAchieve Encoding Boot Camp + General Conference Admission” during registration.