Certifications & pre-conference training: Your warm-up for Camp CollegeSource

Select your first stop on the Camp CollegeSource trail

The CollegeSource Annual Conference is less than 100 days away! The conference takes place June 22 – 25 at the Hyatt Regency Mission Bay in beautiful San Diego, California. Before the main conference kicks off, all attendees have the opportunity to arrive early for pre-conference training and certification sessions, which serve as your training ground before the big adventure.

Held on Monday, June 22, these sessions are led by expert guides (a.k.a. CollegeSource pros) and designed to take you on a deep dive into TES, Transferology, and uAchieve to help you build confidence and practical skills before the full conference begins.

Individual pre-conference sessions

This year, we’re offering a range of pre-conference intensives on Monday. Attendees may join more than one session, as long as schedules don’t overlap.

Getting Started with the TES Evaluation Tracker Workflow

Presenter: Sarah Hatfield | Length: 2.5 hours | Price: $175
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 impact business processes related to the use of the TES Evaluation Tracker workflow. Prior knowledge of TES is not required.

uAchieve Audit Processing: The Whole Shebang!

Presenter: Don Meyers | Length: 2 hours | Price: $150
You’ve probably heard about the ‘phases’ at least once. This is your chance to get the whole story, from clicking a button to viewing a report. Not yet familiar with the phases? They are still a big part of the story.

What Did They Do? Managing Inherited uAchieve Encoding

Presenter: Chris DuVal | Length: 2 hours | Price: $150
How many generations of encoders have touched your degree audit encoding? Two, three, twenty? You have likely inherited your encoding from multiple people over the years. You may not know how to get started with understanding the decisions of your predecessors or how to move forward with fully comprehending the encoding you have inherited. This session will discuss how to develop a structured manner to understand your current uAchieve encoding, past encoding, and how to develop new encoding in the future.

Calculating Required Electives Using Reference Values

Presenter: Kristen Patrick | Length: Two 2-Hour Sessions | Price: $275
uAchieve can dynamically calculate and adjust the electives needed for each student for monitoring and reporting purposes. Through reference value encoding, uAchieve can adjust the student’s elective hours based on course choices, report the hours remaining to complete a program, and categorize courses as either necessary or unnecessary electives. The calculated elective results can then be used for athletic eligibility, financial aid eligibility, and other progress toward degree requirements.

• • Monday AM session topics: Required Electives and Reference Values Overview; Reference Value Encoding for Degree Program Requirements; Estimated Hours Calculation Overview
  • Monday PM session topics: Calculation Sub-Requirement Types; Necessary Electives Calculation Encoding; Reference Value Exceptions; Troubleshooting Required Electives

This pre-conference session, part of the uAchieve Advanced Topics Workshop series, counts towards the training requirement for the uAchieve Degree Audit Encoder certification.

Certification opportunities

Ready to earn your badges at camp? Take advantage of our TES or Transferology Administrator onsite certifications to allow you to prove your expertise and stand out as a leader on your campus. Available certification tracks include:

Transferology Administrator Certification

Presenter: Aleta Carlberg | Length: 2 hours, plus required sessions during the week | Price: $150
This 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 the pre-conference session and attend three required sessions offered throughout the conference week, covering additional functional areas within Transferology.

Areas covered in the pre-conference session:

• • The components of Transferology Lab
  • Advanced features like the TES integration, Program Pathways, Course Bundles, and more
  • Reports and statistics
  • Five steps to be taken 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

TES Administrator Certification

Presenter: John Panzica | Length: Two 2-hour sessions, plus required sessions during the week| Price: $275
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

There’s more to explore!

Pre-conference sessions and certification opportunities are just the start of a jam-packed week.

General registration includes:

• Over 60 general and concurrent sessions for varying skill levels on TES, Transferology, uAchieve, and Policy Central
• Interactive panel discussions
• Networking activities with fellow users, including advisors, registrars, admissions officers, enrollment management professionals, transfer specialists, and IT
• Group wellness activities
• Discounted hotel rate of $249 per night (plus tax+fees)
• Relaxing water views of San Diego’s bays and beaches
• Monday welcome reception with hors d’oeuvres
• Continental breakfasts, lunches, and refreshment breaks Tuesday through Thursday
• Wednesday evening reception with dinner

We look forward to setting up camp with you this June in San Diego for a week to remember.

Conference information links

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