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Technology & Transfer Virtual Summit

AACRAO Technology & Transfer Virtual Summit
July 9-11, 2024


The Technology & Transfer Summit offers professional development to individuals in higher education looking to expand their depth of knowledge and awareness about emerging trends in technology, transfer, or both. Given the continual integration of technology with the academic process, this summit will provide a professional learning experience that can be tailored to current positions or the evolution of future roles.

Annually, more than 500 higher education professionals attend the AACRAO Technology & Transfer Summit to explore how technology integrates into campus operations, and how strategic planning can foster innovative approaches to employing transfer credit and policies to facilitate academic mobility and improve student success. Join your colleagues for collaboration, sharing of best practices and ideas, networking, and more.

Summit Themes

The Summit’s programming goals are to provide opportunities for attendees to learn from institutional leaders on emerging trends, discuss products or services with vendor organizations who offer creative solutions to meet the evolving needs of higher education, share best practices with higher education practitioners, and discuss the role of technology in supporting institutional goals.

Focus areas will include:

  • Utilization of technology resources, information systems, research, best practices, and innovation
  • The engagement, retention, and success of learners in a mobile and accessible age
  • The impact of technology and services on the future of educational processes and services
  • Professional development in creative leadership, partnerships, change management, and more

Submit a Session Proposal

Submit your session proposal by March 31, 2024.

Deadline to submit session proposals for the 2024 Technology and Transfer Virtual Summit is March 31, 2024.

Submit a Session Proposal

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Who Attends?

Professionals who work in higher education should attend to build their professional development, network, and present sessions for others to learn. If you work in admissions, registrar’s offices, information technology, enrollment management, transfer centers, or financial aid that includes you.


the 2024 Advisory Committee

Photograph of Wendolyn Davis

Dr. Wendolyn Davis (Co-Lead), Executive Director of Pathway Alignment at Chattanooga State Community College 

Dr. Wendolyn Davis is Executive Director of Pathway Alignment at Chattanooga State Community College. Prior to joining Chatt State in June 2023, she held the position of Director of Undergraduate Admissions Transfer Center at the University of Tennessee, Knoxville. Wendolyn's current engagement in AACRAO includes serving in multiple leadership roles, including chair-elect of the Nominations and Elections committee, chair-elect of the Black Caucus, and this Summit. She is also a past president of the Michigan ACRAO. Dr. Davis holds a Ph.D. in Organization and Management, an MBA in Human Resource Management, a BS in Applied Psychology, and an Associate Degree in General Studies. Her prior experience includes TRiO Programs, Child Welfare (International and Domestic), and Workforce Development.


headshot of Marc Booker

Dr. Marc Booker (Co-Lead), Vice Provost, Strategy, University of Phoenix

With nearly two decades of experience working with online and distance education students at the post-secondary level in admissions, registrar, and academic administration roles Marc Booker brings a unique perspective on the trends in higher education from a non-traditional student lens. As Vice Provost for Strategy at the University of Phoenix, Marc oversees critical path academic initiatives to improve the student experience such as learning platform implementations, curricular enhancements, and developing empathetic solutions to drive improved student outcomes through data. Marc has also contributed to several publications as a co-author for AACRAO’s Guide to Best Practices: Articulation Agreements (2019); writing a chapter on international admissions for the AACRAO International Guide (2016), and was a consultant and named contributor to the Transferability of Postsecondary Credit Following Student Transfer or Co-Enrollment (2014) study published by the National Center for Education Statistics within the U.S. Department of Education. In 2020, Marc received a Hall of Fame recognition from Blackboard for his contributions in providing thought leadership and innovation in education.


Photograph of Chris Buonocore

Chris Buonocore, Director of Student Success Initiatives at CUNY Lehman College 

Chris has nearly 15 years of experience and holds an MSED in Higher Education Administration from Baruch College of the City University of New York. He is currently the Director of Student Success Initiatives at Lehman College, CUNY. Chris is responsible for coordinating advising efforts across campus, including leading the implementation of EAB Navigate. He is an expert in Peoplesoft and Degree Works data and strategy, especially as it relates to working with transfer students. Chris also serves on the ACT grant project management team (via Ithaka S+R) and coordinates development and training as the business owner of Transfer Explorer.


Photograph of Portia LaMarr

Portia LaMarr, Product Manager, Office of Technology and Digital Innovation at The Ohio State University 

Portia has worked in higher education for over 10 years, holding roles in scheduling and degree audit. While learning and working in higher education, she has maintained the focus of student and regained a focus in technology and has become a Product Manager within the Office of Technology and Digital Innovation, assisting in enhancing the student experience through our web and mobile applications. In addition to student work, she also works in fostering an environment of diversity and inclusion and served as the Chair of her former department’s Diversity and Inclusion Council, co-host on AACRAO’s podcast H.E.A.R.D. (Higher Education and Real Diversity) and serves as the AACRAO Black Caucus Social Media Vice Chair.


Photograph of Rhonda Shields

Rhonda Shields, Associate Registrar for Operations, Compliance, and Degree Services at Morgan State University 

With over two decades of experience in higher education, Rhonda has developed expertise in instructional design, organizational management, strategic planning, and project management. Her passion for lifelong learning and creating successful student environments drives her to utilize technology to support transfer students. Throughout her career, Rhonda has held various roles, including policy administrator, adjunct instructor, academic advisor, and trainer. She is an advocate for the use of technology in higher education and has made significant contributions to the advancement of technology for transfer students. Currently, Rhonda serves on the Maryland Higher Education Commission's Student Transfer Advisory Committee, which addresses transfer-related issues and modifies policies.


Photograph of Loida Gonzalez
Loida González Utley, M.A., Graduate Admissions Coordinator, Texas A&M University - Kingsville 

Loida currently serves as the Graduate Admissions Coordinator. In her nine years of experience in higher education, her focus has been in foreign credential evaluation and serving the transfer student population. She holds a B.A. in Spanish, an M.A. in Cultural Studies, and is currently pursuing her Doctoral degree in Educational Leadership. As a proponent of educational equity, Loida is an active member of AACRAO and contributes through research and practice with hopes of inspiring inclusive and innovative change. 

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AACRAO Transfer Research

Untangling Transfer Who, When and Why: An Examination of Transfer Patterns and Institutional Supports

Untangling Transfer Who, When, and Why: An Examination of Transfer Patterns and Institutional Supports

A survey of AACRAO’s list of member institutions that serve undergraduate students addresses the staffing, practice, policy, and technology associated with the admission and recruitment of all three types of transfer students.

Academic Policy
Re-Envisioning Transfer
Research
Transfer
Salesforce
Institutional Practices Impeding Undergraduate Student Advancement - Part 2

Institutional Practices Impeding Undergraduate Student Advancement - Part 2

A national survey of administrative hold policy and practice answering: 1) How and why are holds used? and 2) What are the impacts on students and institutions?

Re-Envisioning Transfer
Registration & Records
Research
Transcripts
Transfer
Administrative Hold
Institutional Practices Impeding Undergraduate Student Advancement Report

Institutional Practices Impeding Undergraduate Student Advancement Report

How and why are holds used? What are the impacts on students and institutions?

Re-Envisioning Transfer
Registration & Records
Research
Transcripts
Transfer
Administrative Hold
Reimagining Transfer for Student Success

Reimagining Transfer for Student Success: The National Task Force on the Transfer and Award of Credit

The National Task Force on the Transfer and Award of Credit offers recommendations and best practices on how to modify existing transfer and award of credit practices to best support student success.

Re-Envisioning Transfer
Registration & Records
Transfer
prior learning assessment
Transfer Credit
Transfer Credit Evaluation
transfer students

A Peek Behind the Curtain: An examination of credit evaluation and academic advising for transfer students at U.S. undergraduate serving institutions

AACRAO has a longstanding practice of providing guidance and research in support of the transfer student experience.

Registration & Records
Research
Transfer

How Students Experience and Perceive Transferring Earned Credit

In this paper, the authors highlight a study by AACRAO and The American Council on Education (ACE) on students’ perceptions about how transfer credit was applied towards academic programs of study.

Registration & Records
Research
Transfer

2020 Stranded Credits Report: Another Perspective on the Lost Credits Story

For this research, “stranded credits” refers to the accumulated credits for which a student is unable to obtain an official transcript due to an administrative hold.

Other Topics
Registration & Records
Research
Transfer

COVID-19: Transfer Credit Evaluation, Official Transcript Receipt & Delivery, Test Score Receipt and Fall Calendar/Sessions Plans

Snapshot Impact Survey #3: This is the third in a series of snapshot reports on COVID-19’s impact on practice.

2020
Research
Special Topics
Transfer

2019 U.S. Higher Education Official Transcript Practices

This recurring survey serves two functions.

Registration & Records
Research
Transcripts
Transfer

An Examination of Prior Learning Assessment Policy and Practice as Experienced by Academic Records Professionals and Students

This brief is one part of a broad landscape analysis focused on policy and practice issues related to the recognition of prior learning.

Other Topics
Registration & Records
Research
Transfer

Transfer Credit Policy - May 60-Second Survey 2017

AACRAO, in conjunction with other higher education associations, is writing a new version of the Joint Statement on the Transfer and Award of Credit.

Registration & Records
Research
Transfer

2017 Grades and Grading Practices in U.S. Higher Education

This is the fifth iteration of a grades and grading practices publication by AACRAO. The previous versions in 1971, 1982, 1992, and 2004 were produced in a book for purchase format.

Grades/Grading
Registration & Records
Research
Transfer

Dual Enrollment from Two Points of View: Higher Education and K–12 2017

While dual enrollment fills a similar student success niche in both higher and K–12 education, the administrative perspectives of these two entities do not always align.

2017
Research
Special Topics
Transfer

Credit for Prior Learning Practices - December 60-Second Survey 2014

AACRAO recently initiated a series of surveys designed to capture member institutional practice snapshots in 60 seconds or less.

Registration & Records
Research
Transfer

Transfer Articulation Practices - October 2014

This survey collected transfer articulation practices from a variety of academic departments to see which "units/departments are responsible for processing transfer credit articulation."

Registration & Records
Research
Transfer

Transfer and Articulation State Practices - May 2002

The states are doing a good job of addressing transfer problems in the most traditional form of transfer: 2-year to 4-year institutions.

Registration & Records
Research
Transfer