Strategies for Increasing Transfer Student Enrollment and Success

Strategies for Increasing Transfer Student Enrollment and Success

December 6 - 8, 2017
Denver, CO


Learn initial steps for increasing your transfer enrollment and completion.

Join us to learn how you can cultivate partnerships between two- and four-year institutions, increase your transfer enrollment, and help transfer students persist to graduation. Throughout this three-day training we will focus on:

  • Assessing your transfer program strengths and weaknesses
  • Understanding current transfer trends and best practices
  • Cultivating successful two- and four-year relationships
  • Developing articulation agreements for specific programs
  • Collaborating with faculty on transfer agreements
  • Organizing pre-transfer advising, orientation, and peer mentor groups

Developing better transfer programs can be greatly beneficial for both two- and four-year institutions if executed properly. Two-year institutions can use their relationships with surrounding four-year institutions to market to prospective students who intend to transfer. Four-year institutions benefit from having a sustained pool of students to recruit from feeder schools. As such, we have assembled experts from both two- and four-year institutions to deliver the unique perspectives of each institution type.


Why This Training is Critically Important

Transfer students represent a significant opportunity for both institutions and students. However, this is an opportunity that has not been leveraged to its full potential. The statistics below are an indicator that transfer student pathways remain an underdeveloped avenue for institutions and students.


  • Transfer students represent a growing percentage of the overall student body (National Student Clearinghouse, 2012)
  • Only 25% of those who start at a community college end up transferring to a 4-year institution (CCRC)
  • About four million community college students intend to transfer to four-year institutions, but don’t (EAB)


Post-Conference Workshop: Support Systems for Retaining Transfer Students

Take an in-depth look at how peer mentors, academic support groups, and informal social gatherings can help your transfer students overcome hurdles that often discourage transfer students from continuing their education.

Who Should Attend

This program was specifically designed to benefit those involved with:


  • Transfer Student Success
  • Transfer Enrollment
  • 2-year/4-year Partnerships or 2+2 programs
  • First-Year Experience programs if they include serving transfer students



Day One: Wednesday, December 6, 2017



12:30 - 1:00 p.m.

Welcome and Introductions

1:00 - 1:45 p.m.

This session will serve as an introductory activity for the conference. You will be asked to answer the following questions:

  • What are your main challenges, and what are you doing well?
  • What partnerships do you currently have?

You will work in small groups and will be asked to write your answers on flip charts.


Understanding Transfer Trends and Opportunities

1:45 - 2:30 p.m.

This opening session is designed to provide you with data and trends and help you understand the opportunities that exist around transfer more broadly in the market.


2:30 - 2:45 p.m.


Strategies for Increasing and Facilitating Enrollment for Transfer Students


Cultivating Relationships with Community Colleges

2:45 - 3:45 p.m.

This session, co-presented by a two-year institutional representative and a four-year institutional representative, is aimed at helping you understand how to best go about cultivating relationships with community colleges.

Working Session

3:45 - 4:30 p.m.

In this session, you will participate in an activity to identify steps for cultivating relationships with your top-priority two- or four-year institutions.

Networking Reception (included in registration fee)

4:30 - 5:30 p.m.


Day Two: Thursday, December 7, 2017

Continental Breakfast (included in registration fee)

8:30 - 9:00 a.m.

Forming Effective Articulation Agreements

9:00 - 10:15 a.m.

In this session, you will learn how to go about approaching articulation agreements, who should oversee the process, what constitutes a strong articulation agreement, and how to maintain their momentum.


10:15 - 10:30 a.m.

Activity: Articulation Agreements

10:30 - 11:15 a.m.

In this working session, you will have an opportunity to prioritize the programs for your articulation agreements and identify key partners and initial steps you need to take to move forward.

Collaborating Effectively with Faculty and Other Stakeholders in the Transfer Process

11:15 a.m. - 12:15 p.m.

Many working in the transfer space at four-year institutions express challenges they face in gaining faculty buy-in and support for transfer agreements with two-year institutions. This session will provide discussion and best practices for how to get the faculty “on the bus.” We will discuss how transfer personnel can facilitate two-year/four-year partnerships with faculty to ensure that students are successful.

Lunch (included in registration fee)

12:15 - 1:15 p.m.

Breakout Session: Case Study of Two Distinct Two-Year/Four-Year Partnerships

1:15 - 2:30 p.m.

In this session, two institutions with distinct two-year/four-year partnership models will present case studies that will cover:

  • How the partnership was formed
  • An in-depth overview of what the model looks like and entails (staff, credit transfer, stakeholders involved, etc.)
  • What kind of outcomes the partnership was yielded on both the two-year and the four-year institutional sides

We will break you into groups by institutional types.




2:30 - 2:45 p.m.


Strategies for Improving Transfer Student Success

Best Practices in Pre-Transfer Advising

2:45 - 4:00 p.m.

Pre-transfer advising is something that many institutions practice, but each takes on a slightly different approach. In this session, you will learn how one institution approaches pre-transfer advising, including advising communication strategies around credit articulation and tips for increasing engagement/success when interacting with potential transfer students.

Day 2 Wrap-Up

4:00 - 4:15 p.m.



Day Three: Friday, December 8, 2017

Continental Breakfast (included in registration fee)

8:00 - 8:30 a.m.

Designing Successful Transfer Student Orientations

8:30 - 9:30 a.m.

A key step in getting transfer students enrolled and set up for success is creating a transfer-specific orientation specific to your transfer population. This session will provide examples of how other institutions have organized their transfer-specific orientations, particularly for non-traditional students such as veterans, adult learners, and international students. You will get ideas on timing, format, length, and content that you can modify for your needs.

Working Time: Orientations

9:30 - 10:15 a.m.

In this working session, you will have an opportunity to draft a plan for your transfer orientation session. Faculty will be on-hand for consulting.


10:15 - 10:30 a.m.

Creating Successful Transfer Peer Mentor Programs

10:30 - 11:45 a.m.

Many institutions use peer mentor programs as a means of engaging transfer students once they are enrolled and on campus. In this session, one institution will provide an in-depth look at the peer mentor program they are currently running for transfer students. You will come away from the session with ideas about how to go about creating or improving your own transfer peer mentor program. This model has been highlighted at several conferences due to its success.



Final Questions and Wrap-Up

11:45 a.m. - 12:00 p.m.

Lunch for Post-Conference Attendees (include in workshop registration fee)

12:00 - 1:00 p.m.



Post-Conference Workshop: Support Systems for Retaining Transfer Students

1:00 - 4:00 p.m.

This post-conference workshop will dive deeper into retaining transfer students. We will take an in-depth look at how peer mentors, academic support groups, and informal social gatherings can help your transfer students connect with others on campus, experience a sense of belonging, and overcome hurdles that often discourage transfer students from continuing their education.


December 6 - 8, 2017

Denver, CO

Hotel Information:

Brown Palace
322 17th Street
Denver, CO 80202

Room Rate: $199, plus applicable tax.

Room Block Dates: Nights of December 5, 6 and 7, 2017

Available Until: November 13, 2017. Please make your reservations early - rooms and rates are subject to availability.

Transportation: The Brown Palace Hotel and Spa, synonymous with extraordinary service since 1892, invites you to experience a new level of luxury hotels in Downtown Denver.
Super Shuttle provides transportation from the airport for $40 per person one way and $46 round trip. To make arrangements with Super Shuttle, call 1-800-258-3826.

Uber / Lyft: Fare is approximately $40 one-way. Rates will vary.


Tom Gutto

Director of Transfer Enrollment Services
Loyola Marymount University

Tom is responsible for leading programs and initiatives within Enrollment Management, and collaborating across the institution, to create partnerships and systems that best support transfer students both as incoming students as well as during their time at LMU. Tom works very closely with each LMU college to ensure not only the matriculation and smooth transition of new students, but also the successful completion of their LMU academic experience. He continuously strives to strengthen relationships with local community college partners with the goal of achieving a more efficient and transparent transfer to LMU.


Tom was honored to receive the Bonita C. Jacobs Transfer Champion Rising Star Award from the National Institute for the Study of Transfer Students, which recognizes individuals who have demonstrated exceptional advocacy and leadership in the development and implementation of transfer-focused activities that have significantly improved transfer student access, persistence, and success.

Jonathan L. Fries
Jonathan Fries

Assistant Director of First Year Programs
Lynchburg College

In his role as Assistant Director Jonathan oversees Transfer, Adult Learner, Commuter, and Second-Year student services. This includes overseeing the transfer peer mentoring program, Transfer Orientation, Adult Orientation, Second-Year Welcome Week, Tau Sigma: Transfer Honor Society, and the Commuter Student Association. He has 10 year experience working in higher education, with four of those years working directly with transfer and adult learners. Currently, he is serving as the co-chair for the Transfer Network for NODA the Association of Orientation, Transition, and Retention in Higher Education. He has presented at numerous conferences on Transfer, First-Year, Second-Year, and Commuter students. Some topics have included ‘Creating an Innovating Transfer Student Experience’, ‘Creating Successful Transitions: The Transfer Orientation Experience’, ‘Lynchburg College Legacy: Blazing the Path to Staying Relevant in FYE’, ‘Drive-in and Stay: Transitioning Your Approach to Commuter Student Programming and, Climbing the Second Year Mountain to Success.’ He has experience in developing guided pathway programs with Lynchburg College and the local community college in Lynchburg. Past leadership roles have included the NODA Region 8 Graduate Coordinator, Chair of the Staff Advisor Committee for Lynchburg College, and co-chair of Second-Year Success Committee. He has co-coordinated the Emerging Leader Retreat for first and second year students at Lynchburg College for the past two years.

Kim Morton

Associate Director, Office of Transfer Services
Appalachian State University

As Associate Director in the Office of Transfer Services (OTS), Kim works with new and current transfer students in engagement and retention initiatives. Kim collaborates with campus partners to coordinate orientation and welcome weekend events as well as plans and hosts numerous transfer specific programming throughout the semester to help transfer students connect both socially and with campus support services in their new environment. Working with both Transfer Student Mentors and Faculty Transfer Mentors, Kim provides transfer students the resources, support and advocacy they need for success at Appalachian. She chairs the Transfer Services Team which is a campuswide advisory board  where faculty, staff and students identify and address transfer student needs; chairs the Leadership Team for the Transfer Residential Learning Community; and serves on retention committees including the Early Intervention Team and the Student Success Team. Kim has spent twenty years in higher education, including ten years at a community college where she first began working with students starting the transfer process.

Cynthia Mosqueda

Faculty Coordinator for First Year Experience Programs
El Camino College

Dr. Cynthia Mosqueda is the faculty coordinator for the First Year Experience Program at El Camino College located in Torrance, California. El Camino College's FYE program has received accolades for exemplary program status through the Academic Senate for California Community Colleges and through the California Community College Chancellor’s Office for outstanding contributions toward student success, transfer, and retention. In 2012, Dr. Mosqueda received the First Year Advocate Award from the National Center for First Year Experience and Students in Transition from the University of South Carolina for her work in helping first-year students transition into college life.

Dr. Mosqueda holds a degree in counseling and earned a doctorate in Educational Leadership from UCLA. She has been a strong advocate for community college issues and is currently serving her second term as board member of the Faculty Association of California Community Colleges representing colleges in Southern California. In addition, Mosqueda chairs the professional development committee for FACCC and coordinates numerous conferences throughout the year such as the National California Great Teachers Seminar, Counseling & Inclusion, and Online Teaching. She also provided leadership in developing new technology and activities to improve campus student services, including the online New Student Orientation, Virtual Counseling, the first student portal service (MyECC), High School Senior Days, and the El Camino College Transfer Conference. Mosqueda leads the growing FYE program, which offers an innovative approach to traditional academic offerings by linking courses together through thematic content, by developing skills, and by combining instructional methods. Dr. Mosqueda is also a lecturer in the Rossier School of Education at the University of Southern California and works with graduate students pursuing a degree in counseling who are interested in working with community college students.

Kurt Thiede

Founder & Executive Director
Community College Pathways

Kurt Thiede has worked in higher education administration for over three decades. His senior management responsibilities have included strategic enrollment planning, student recruitment and admission, student retention, financial aid, marketing communications, student life, intercollegiate athletics, and alumni relations.  Viewing enrollment management within the context of the prospect-student-alumni lifecycle, Kurt employs strategies and tactics that establish relational pipelines to build and maintain quality and diverse enrollments at the institutions he has served on staff and as a consultant. He believes in collaborating with an institution’s leadership to create and implement solutions that address needs and interests specific to their situations.

Through his commitment to the Community College Pathways (CCP) program, Kurt assists four-year institutions with establishing sustainable partnerships with community colleges; these educational pathways provide access to high-quality education for motivated and deserving students, while helping institutions meet their enrollment and graduation goals. Kurt has also held leadership appointments for 18 years at Muhlenberg College and nine at Bucknell University. He served as an enrollment consultant to a variety of higher education clients before committing his professional efforts to the CCP initiative.

Main Conference Only

$1,295 through November 17$1,395


Learn initial steps for increasing your transfer enrollment and completion.

Post-Conference Workshop Only

$395 through November 17$495


Support Systems for Retaining Transfer Students

Can't Attend? Buy the
Conference Binder



Purchase the conference binder, which includes all presentation slides, worksheets, action plans, and additional resources.

Note: Conference attendees do not need to purchase materials separately.

Questions About the Event?

Elizabeth Hubbell
Program manager, Academic Impressions

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