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Transfer Strategy Spotlight Series

2 sessions from Jun thru Oct, 2024

Partner Event

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The Transfer Strategy Spotlight Series consists of three sessions aligned with EAB’s Transfer Maturity Curve.

The Transfer Maturity Curve is a tool designed for partners to assess progress towards optimal adoption and strategic utilization of the Transfer Portal and prioritization of transfer best practices over time. It focuses on three categories: foundation, awareness, and yield and support.

This series provides individuals in various campus roles with opportunities to hear directly from and on behalf of partner institutions to learn about tested and successful practices and consider how these practices can be carried out on their own campuses. Attendees can engage with other attendees in live conversation during each session.


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University of Texas Permian Basin: Building a Strong Foundation for Transfer Student Success

The first category on the Transfer Maturity Curve relates to laying a strong foundation for transfer student support. In this session, leaders at the University of Texas Permian Basin (UTPB) will share how they have developed a strong infrastructure of wraparound advising to support their transfer students. They will discuss strategies that have been successful, such as sharing a dual position between UTPB and a community college partner and offering opportunities for community college advisors to learn about the transfer process.

Recommended attendees: program owners, application administrators, transfer advising

  • Wednesday, February 14, 2024 | 12:00 p.m. – 1:00 p.m. ET

Promoting the Transfer Portal and Other Transfer Student Services

The second category on the Transfer Maturity Curve focuses on creating awareness for transfer admissions and resources to help students on their academic journeys. In this session, we’ll share strategies that partners have implemented to promote their transfer resources, like crafting a Transfer Portal promotion plan, making a transfer-friendly website, and investing in advertising.

Recommended attendees: program owners, application administrators, position team leads, transfer advising, director of marketing

  • Thursday, June 20, 2024 | 2:00 p.m. – 3:00 p.m. ET

Improving the Transfer Student Experience

The third category on the Transfer Maturity Curve prioritizes yield and support. In this session, we’ll share how partners have improved the transfer student experience and streamlined internal processes and procedures to best support students.

Recommended attendees: program owners, application administrators, transfer advising, workflow team leads, registrar

  • Wednesday, October 16, 2024 | 2:00 p.m. – 3:00 p.m. ET

Experts associated with this event

EAB Experts

Allison Ray Akalonu


Allison Ray Akalonu leads EAB’s Transfer Portal technology delivery and consulting team and works closely with a team of engineers to prioritize the product roadmap, feature iteration, and release schedule.

In her work with higher education institutions, Allison provides strategic consulting and tactical guidance on how to optimize the use of data and technology to improve enrollment objectives and institutional outcomes for transfer students.

Allison previously worked at Achieving the Dream, leading efforts with community colleges across the country to scale innovative solutions and effective policies to improve outcomes for all students.

Outside of work, Allison enjoys traveling, cooking + eating, and spending time with friends and family.

Read Bio

Kate Manning

Kate Manning

Strategic Leader, Transfer

Kate is a Strategic Leader dedicated to EAB’s Transfer Portal technology team. In this capacity, she manages and consults with partners utilizing the Transfer Portal. From onboarding to implementation, Kate ensures our partners see success and value in the technology.

Before joining EAB, Kate worked in higher education developing, recommending, supporting, and evaluating transfer student transition initiatives. She also served as an academic advisor for several years guiding students through their journey of higher education.

In her spare time, she enjoys the beach, country music, and spending time with family and friends.

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Alejandro Castro

Associate Director of Admissions

The University of Texas Permian Basin

David Gosbee

Associate Director of Admissions Technology

The University of Texas Permian Basin

Lorinda Tercero

Director of Admissions

The University of Texas Permian Basin