CollegeSource

Let's Talk Transfer: Community Discussion Series
2026-05-19 13:00 - 14:00, 2026-07-21 13:00 - 14:00 (America/New_York) | Online
For event details and registration, click the button below.

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2026 WACAC Annual Conference
2026-05-20 - 2026-05-22 | Pasadena Convention Center, Pasadena, United States
Meet with CollegeSource at this event in Pasadena, California. We invite you to stop by our booth for product information or to just say hello.
If you would like us to set aside a specified time to meet with you at our booth, reserve a time slot to chat.

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TES Office Hours
2026-05-20 14:00 - 15:00, 2026-05-26 12:00 - 13:00, 2026-06-03 13:00 - 14:00, 2026-06-16 14:00 - 15:00, 2026-07-01 15:00 - 16:00, 2026-07-07 14:00 - 15:00, 2026-07-15 15:00 - 16:00, 2026-07-20 14:00 - 15:00 and 1 more date | Online
Join us for our open session.
Bring any questions you want to ask about TES®, the Transfer Evaluation System. There is no set agenda.
Topics may include (but are not limited to):

The TES Administrator Role – User Management, Usage Statistics, Evaluation Workflow defaults, Public View Management, Course Tags and Outlines, etc.
The Evaluation Tracker Workflow – Creating an evaluation, completing an evaluation, re-assigning an evaluation.
The Equivalency Batch Editor – Searching for equivalencies, batch editing equivalencies, using the Health Check Reports to maintain equivalencies.
Reports – Course List Report, Course Change Explorer, the Equivalency Explorer, and the Alternate Search User-Added Courses – how to build placeholder courses for equivalencies to elective credit or to designate courses that will not transfer.
Equivalency Manager – for creating, editing, storing, grouping, retrieving, and sharing college-to-college transfer credit equivalencies.
Groups and Group Reports Import/Export options
The Public View – a feature that allows you to publish your equivalencies on your website so that prospective transfer students can see for themselves how their courses may transfer.
Reports – a quick look at some of the information you can get out of TES about what you have in it and how you are using it.

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TES: Premier Course Data and Transfer Evaluation System
2026-05-26 14:00 - 15:30, 2026-06-09 15:00 - 16:30, 2026-07-08 14:00 - 15:30, 2026-07-21 15:00 - 16:30 | Online
Join us for our introductory webinar.
TES®, the Transfer Evaluation System, is the premier interactive resource for course data from institutions of higher education. With TES, you can research courses, track evaluations, and empower transfer.
In this webinar, we’ll demonstrate the following features in TES:

User Management – Adding new users and maintaining existing ones.
Import/Export Options
User-Added Courses – How to build placeholder courses for equivalencies to elective credit or to designate courses that will not transfer.
Course Finder – A research tool for quickly researching institution profiles and course descriptions.
Equivalency Manager – For creating, editing, storing, grouping, retrieving, and sharing college-to-college transfer credit equivalencies.
Evaluation Tracker – A paperless workflow for recording and summarizing the decisions involved in transfer credit evaluation.
Equivalency Explorer – For discovering changes from one catalog to the next or quickly and proactively finding likely equivalencies between any two institutions.
The Public View – A feature that allows you to publish your equivalencies on your website so that prospective transfer students can see for themselves how their courses may transfer.
Reports – A quick look at some of the information you can get out of TES about what you have in it and how you are using it.

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Transferology: Nationwide Transfer Network and Recruitment Tool
2026-05-28 15:00 - 16:00, 2026-06-02 13:00 - 14:00, 2026-07-02 11:00 - 12:00, 2026-07-21 15:00 - 16:00 | Online
Join us for our introductory webinar.
Built for Advisors, Recruiters, Transfer Specialists, and Administrators, Transferology® is a transfer tool that gives institutions of higher education a nationwide presence for recruiting students and a venue for publicizing transfer articulation information.
In this webinar, you’ll learn how Transferology can help you:

Empower students to easily enter coursework to see how their credits will transfer to your school
Prepare your institution to capture transfer students (approximately one out of three students will transfer throughout their collegiate career!)
Have a national presence for recruiting students and an easy-to-use venue for sharing transfer articulation information
Enable advisors, students, and parents to make educated decisions when transferring course and exam credit

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uAchieve: Degree Audit, Academic Planning, and Schedule Building Solution
2026-06-09 13:00 - 14:00, 2026-07-21 13:00 - 14:00 | Online
Join us for our introductory webinar.
Fast-track your students from day one to graduation with uAchieve®, the comprehensive degree completion platform. uAchieve helps with transfer, planning, requirement tracking, and enrollment in one seamless experience.
Long recognized as best in breed for degree auditing and clearance, the newest version of uAchieve introduces the next evolutionary step in course planning: personalized term-by-term plans based on each student’s declared degree program. Planned courses are validated to make sure they are fulfilling degree requirements, and plans adjust over time to keep students on track.
Learn how uAchieve helps you:

Track students’ progress towards degrees in true, real time
Automate and streamline transfer credit processing
Present students with efficient term-by-term paths to graduation
Warn students if they veer off-track in planning
Generate optimal course section schedules
Forecast course and section demand based on actual student data from plans and schedules
Certify students who have completed all requirements for graduation clearance

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Transferology Lab’s TES Integration: Gain Increased Efficiency in Course Evaluation
2026-06-17 13:00 - 14:00, 2026-07-23 15:00 - 16:00 | Online
Transferology Lab’s TES Mode integration allows institutions to initiate transfer evaluations in TES right from within the Lab. Learn how your institution can speed up the transfer course evaluation process by getting on board with TES Mode.
In this webinar, you will learn:

The setup required in TES and Transferology Lab
How to assign the TES Evaluations role to Transferology Lab users
How to use TES Mode to review coursework within Course Bundles, Recruit Students, Advise Students, Popular Courses, and Unknown Equivalencies

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2026 CollegeSource Annual Conference
2026-06-22 - 2026-06-25 | Hyatt Regency Mission Bay Spa and Marina, CA, United States
For event details and registration, please visit our conference overview at the button below.

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Virtual TES Basic Certification Course
2026-06-29 - 2026-06-30 | Online
For details and registration for the Virtual TES Basic Certification Course, please select the button below.

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Transferology Live!
2026-07-01 12:00 - 13:00 | Online
Join us for an open session.
Bring any questions you want to ask about Transferology®, the nationwide transfer network and recruitment tool. There is no set agenda.

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What’s New in TES - Q2 2026
2026-07-01 14:00 - 14:45 | Online
Join us for our year in review, open to all.
Join us for a review of the enhancements delivered throughout the last year for TES®, the Transfer Evaluation System.

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Transferology Lab Training: Grow Your Equivalencies
2026-07-08 12:00 - 13:00 | Online
Transferology Lab provides you with several reports that can be used to expand your equivalencies and recruit students. This webinar will provide an overview of these reports and help you get started in reaching more students within the Transferology network. It will also show you how you can communicate important details about how courses transfer to students using Transferology.
In this webinar, you will learn:

How to use the Popular Courses and Unknown Equivalencies reports in Transferology Lab
How the TES Mode integration can help streamline the review of coursework from these reports
How to use Glossary Messages to attach messages to transfer course evaluations

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Transferology Lab Training: Creating Transfer Pathways
2026-07-15 11:00 - 12:00 | Online
Transfer guides/agreements can help students make a smooth transition between colleges. See how to add and manage Transfer Pathways within Transferology Lab so students interested in your school can access these planning resources.
In this webinar, you will learn:

The formats in which Transfer Pathways can be displayed in Transferology
How to add and manage Transfer Pathways in Transferology Lab
How students can view Pathways in Transferology

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