2026 Student Success and Planning Conference

The Zoom rooms will open on the day of the conference.

Password: The password is the same for all rooms. It can be found in your registration confirmation email and calendar invite.

Day 1: October 7

9:00 – 9:15 a.m.

Chancellor Scott Olson, Minnesota State

9:15 – 9:50 a.m.

Shonda Craft, Interim Assistant Vice Chancellor for ASA Operations, Minnesota State

From enrollment fluctuations and new technology implementations to policy shifts, staffing shortages, and organizational restructuring, the pace of change in higher education can feel relentless. While these transitions are often necessary to meet institutional goals, they can also create significant stress, uncertainty, and emotional fatigue for the people doing the essential work of supporting students every day. This interactive keynote explores the human impact of workplace change and its effects on mental health, engagement, and professional well-being. Participants will discover how to recognize change fatigue and gain practical strategies to manage stress, strengthen adaptive coping skills, and cultivate personal and collective well-being.

Break
9:50 – 10:00 a.m.

Same room as the Welcome & Keynote session.

Nate Hallanger, Student Program Manager, NextGen, Minnesota State

This presentation will provide a candid perspective on the opportunities, risks, and lessons emerging from one of the most significant organizational transformations that Minnesota State has undertaken—moving from ISRS to Workday. The session will examine both progress and challenges, as well as key features of the implementation approach, including how the project team identifies solution gaps, works collaboratively with Workday to address challenges as they emerge, and uses testing to validate processes and uncover issues before go-live. Participants will come away with an understanding of the key opportunities and realities of implementing Workday Student across Minnesota State.

Break
10:50 – 11:00 a.m.

Small Group Breakouts

11:00 – 11:50 a.m.

Degree Audit, Transfer, TES, Transferology – Tips and Tricks

Cassandra Levesque, Management Analyst, Student Success Technologies, Minnesota State

Session Description

In this session, we will go over some tips and tricks for our current student success and planning tools which include, uAchieve, TES, and Transferology! This session will be focused on the program and transfer encoding side of the student success and planning tools.

Driving Accessibility Forward: Data at Work in Center for Accessibility Resources

Ezra Kesler, Lead Access Consultant, Metro State University

Session Description

As demand for disability accommodations grows, accessibility teams must respond to increasing caseloads and more complex student needs. This session explores how the Center for Accessibility Resources developed a dynamic data dashboard to identify trends, guide staffing and service decisions, and improve support. Learn how data-driven insights strengthened connections to campus resources, enhanced service delivery, and improved access, retention, and student success.

Policy Change as Equity Opportunity

Gail O’Kane, Vice President of Academic Affairs, Minneapolis College

Session Description

Minneapolis College has compared its policies with 2-year colleges, state universities, and private colleges seeking more-student-centered practices and has found 2-year colleges often have the most stringent policies (e.g., pass/fail grading, last date of attendance, semester length). As Equity 2030 challenges us to change practice and Workday Student opens opportunity to do so, this session invites discussion on system and campus policies as levers for increasing equity and student success.

Strengthening Cross‑Department Partnerships to Support Basic Needs

Elma Osmanovic, Resource and Referral Specialist and Kyle Sarpong, Student Activities Coordinator, Campus Leadership and Community Development, Minneapolis College

Session Description

The Student Resource Center and Student Life partnered together to receive the Hunger Free Campus Grant. Through this grant, we are able to focus on how to eliminate hunger and food insecurity on campus among students. The Student Resource Center oversees the Food Pantry and Student Life oversees Amy’s Food Depot. Through our efforts, we have increased usage and visibility of both resources, collaborated on events and put together the Hunger Free Campus Committee.

Start from Yes: Moving from Credit Transfer to Credit Mobility

Jessica Migler, Director for Transfer, Minnesota State and Mary Beth Lakin, Executive Director – Credit for Prior Learning Assessment Network (C-PLAN), Minnesota State and Community Faculty, Individualized Studies, Metro State University

Session Description

Building on the Transfer and Credit Mobility Summit held at Winona State University on September 18, 2026, this interactive session will explore what it means to move from credit transfer to holistic, student-centered credit mobility. We’ll highlight insights from the Summit, Ithaka S+R’s work on holistic credit mobility, and AACRAO’s Start from Yes approach, along with key data and common challenges. Through discussion and self-assessment, participants will identify strengths and opportunities on their campuses and consider priorities for future action planning.

JST to Credit Award: Using the ACE Military Guide Effectively

Gina Sobania, Director of Military, Veteran, and Adult Learner Services, Minnesota State

Session Description

Learn how to effectively use the ACE Military Guide to evaluate military courses and occupations and translate Joint Services Transcript (JST) into college credit. Explore the additional details available in the ACE Military Guide beyond the JST, including learning outcomes, course length, and minimum passing scores. Gain practical strategies for using these resources to support military-connected students and maximize earned credit.

Lunch Break
11:50 a.m. – 1:00 p.m.


Tiffni Deeb, NextGen Student CRM Community Project Manager, Minnesota State

Minnesota State delayed enterprise CRM implementation until after Workday Student, creating a need to prepare varied campus CRM environments. The CRM Community Companion Project coordinates shared remediation across 32 institutions through common processes, reusable integrations, reporting, governance, testing, and vendor collaboration. The model reduces duplication, supports Workday-first readiness, and builds a foundation for future enterprise CRM transformation.

Break
1:50 – 2:00 p.m.

Small Group Breakouts

2:00 – 2:50 p.m.


Advancing Credit for Prior Learning Across the North Carolina Community College System

Seth Marc Kamen, State Director of Transfer, Learning Recognition, and Credential Alignment, North Carolina Community College System

Session Description

This session highlights work underway in the North Carolina Community College System to expand Credit for Prior Learning (CPL). Topics include awarding credit for military training and experience, strengthening credit mobility and transfer pathways between institutions, and building consistent, transparent CPL policies statewide. Attendees will hear about current initiatives, challenges, and opportunities for reducing time-to-degree and cost for veterans, adult learners, and transfer students.

AI for Equivalencies: CourseWise

Jessica Migler, Director for Transfer, Minnesota State

Session Description

Using AI for equivalencies and the CourseWise grant opportunity.

Fostering College Connections: What Minnesota Fosters Want Higher Education to Know

Sarah Blouin, Education & Opportunity Program Manager, Lorrie Bortuzzo, Fostering College Connections Consultant, and Foster Leaders, College Committee Members; FosterAdvocates.org

Session Description

Minnesota colleges are expanding resources for students with foster care experience, but Foster-informed support goes beyond knowing what Foster supports already exist. Join Foster Advocates and Foster leaders for a conversation about navigating college, finding support and belonging, and what institutions can do differently. Attendees will hear from Fosters and leave with practical actions they can take within their roles and across their campuses.

Lighting the Fire: Turning Campus Connections into Coaching Appointments

Jessica Brooks, Emma Mattson, and Franci Rogers, Student Success Specialists, Minnesota State University Moorhead

Session Description

This presentation will look at Minnesota State University Moorhead’s implementation of a Student Success Coaching Model, primarily aimed at increasing retention of first-year students through the Student Success Specialist role. The presentation will explore the strategies used to foster student engagement, promote proactive success coaching and examine their efforts to shift campus culture by normalizing help-seeking behaviors. Through this discussion, attendees will gain insight into the methodology, implementation, and positive results yielded from MSUM’s model.

What to Expect in TES 5.0

Sarah Hatfield, Product Development Manager, TES; CollegeSource

Session Description

This presentation provides an overview of the TES 5.0 beta release. Attendees will be introduced to several enhancements to help evaluate transfer credit and maintain equivalencies more efficiently, as well as additional changes to improve data security, performance, and accessibility. The timeline for the official launch will be reviewed and time will be allotted for questions.

Break
2:50 – 3:00 p.m.


Conference committee members, Minnesota State

This is an open forum discussion with your colleagues.

Questions have been submitted for this discussion, but feel free to bring more!

END OF DAY ONE

Day 2: October 8

Small Group Breakouts

9:00 – 9:50 a.m.


Advancing Student Success through Equity by Design: Scaling Impact through Cohorts and Collaborative Learning

Catherine Ford, Program Director for Educational Development, Minnesota State

Session Description

The Network for Educational Development’s (NED) Student Success through Equity by Design (EbD) Cohorts and academic offerings provide structured opportunities for faculty and administrators to build capacity for advancing equity and improving student outcomes. This session introduces a scalable model that connects faculty practice, institutional strategy, and professional learning. Participants will explore how the Student Success through Equity by Design cohort program engages faculty and administrators in using course-level data and equity-focused redesign to address structural barriers to student success and how the NED academic equity offerings extend this work.

Growing CPL: Successes, Challenges, and Innovations at Two Universities

Panelists: Dan Voss, Director of Academic Partnerships and Lynn Johnson, Executive Director of Extended Learning & Library; Bemidji State University and Amy Carmack, Director of Registration & Academic Records; MSU, Mankato. Facilitator: Mary Beth Lakin

Session Description

Join colleagues from Bemidji State University and Minnesota State University, Mankato for a conversation on building and expanding Credit for Prior Learning (CPL) programs at the university level. Panelists will share their institutions’ approaches to developing CPL infrastructure, including where they began with policy and procedures, strategies for increasing student awareness, engaging faculty, and cultivating employer partnerships. The discussion will explore challenges encountered, resources leveraged, and effective practices that have supported implementation and growth. Participants will gain practical insights and lessons learned that can inform their own efforts to innovate, expand access, and strengthen CPL opportunities for learners across the Minnesota State system.

Metro’s Apprenticeship Program

Susan Hang, Internship and Apprenticeship Coordinator and William Baldus, Career Center Director; Metro State University

Session Description

Metro State University’s Student Apprenticeship Program connects academic learning with paid, workplace-based experience that prepares students for career success. Students gain valuable skills, earn a credential, reduce educational debt, and access living-wage career opportunities. Employers benefit by developing a skilled and diverse talent pipeline. Unlike Registered Apprenticeships, this program offers flexible, non-registered apprenticeship experiences tailored to student and employer needs.

Understanding Military-Connected Students: Fostering Connection & Success

Brianna Droege, Metro State University; Josh Clarke and Danelle Wolnik, Minnesota State University Moorhead; Dylan Rowinski, Anoka-Ramsey Community College; and Gina Sobania, Minnesota State

Session Description

Military-connected students bring unique experiences, strengths, and challenges to our campuses. This session explores who these students are, the impact of military life on their educational journey, and practical ways educators and staff can foster connection, belonging, and success. Leave with greater awareness and actionable strategies to create a more supportive campus experience for military-connected students.

Our Transfer Portal: Using Transferology and Viewing Statistics Reports

Kelly Ponto Watrin, Management Analyst, Student Success Technologies, Minnesota State

Session Description

Transferology, our systemwide transfer portal is where students can view personalized results instantly! Students can enter and import courses, view course-by-course equivalencies, and view how their courses complete program requirements in a just few simple steps. The onboard Statistics Reports allow colleges and universities an overview of how Transferology and Transferology Lab are being used. We will walk through functionality, on-demand, videos, and more!

The Transformative Power of Coaching: Creating Space for Transfer Students to Thrive

Carmen Kurdziel, Associate Director of Student Support and Transitions and Abby Hagel, CLA Transfer Student Success Coach, University of Minnesota – Twin Cities

Session Description

This session details a Transfer Coaching Community (TCC) providing holistic support for transfer students. Transfer students bring valuable experiences but often face distinct challenges navigating a new university environment with a compressed graduation timeline. Presenters will share TCC components, strategic partnerships, and assessment data showing increased student confidence and sense of belonging. Attendees will gain actionable strategies to implement a tailored coaching program.

Break
9:50 – 10:00 a.m.


Jennell Flodquist, NextGen Student Companion Project Manager and Stephen Kelly, Companion Project & Artificial Intelligence Lead, Minnesota State

The Minnesota State Companion Project Team presents how Community Companion Projects bring colleges and universities together to evaluate student-facing technologies, identify shared needs, and design systemwide solutions that support student success. Learn how institutions are collaborating to reduce duplication, improve processes, leverage data-informed decision making, and create a unified student experience across shared technologies as we prepare for Workday Student. Discover lessons learned, engagement strategies, and opportunities to collaborate.

Break
10:50 – 11:00 a.m.

Small Group Breakouts

11:00 – 11:50 a.m.


No Quick Fix: A Two-Year Co-Requisite Redesign That Actually Worked

Jessica Prody, Dean of the School of liberal Arts and Cultures, Minneapolis College

Session Description

Co-requisite composition serves some of our most under-resourced students. Singular changes don’t meet the complex needs that prevent these students from succeeding. This session shares how Minneapolis College took a comprehensive approach (overhauling curriculum, rethinking course modality, revising policies, and embedding academic coaches) over a two-year period to create measurable change in student success, increasing success rates by nearly 25%. Discussion will invite honest conversation about the institutional conditions that make this kind of work possible and point to some of the barriers to sustainability of the efforts.

Preparing Students for Career Success: Faculty-Led Strategies that Can Make a Difference

Susan Hilal, Professor; Carmen Cook, Assistant Professor; Jessica Blaxton, Associate Professor; and Jose Santos, Professor, Metro State University

Session Description

Career readiness has become a critical component of student success and post-graduation outcomes. Faculty can play a key role in helping students connect their academic experiences to meaningful career pathways. In this interactive session, faculty from Metro State University will share practical examples from initiatives and activities they created to strengthen students’ career readiness throughout their academic journey. Attendees will leave with adaptable ideas and resources that can be implemented across disciplines to support students in translating their education into fulfilling careers and lifelong success.

Transfer Articulation Processing in uAchieve

Don Meyers, Senior Implementation Specialist, CollegeSource

Session Description

Wondering what happens when a transfer evaluation is run? Find the path through IREFs, I2U, U2I, Rules, and Evaluation Groups as we walk through all of the processing.

University Faculty Views, Practices, and Recommendations for Vertical Transfer

Teri Wallace, Professor and Undergraduate Coordinator; Minnesota State University, Mankato

Session Description

Vertical transfer from community colleges to universities is often identified as a pathway to increase enrollment. However, nationally, although over 80% of community college students say when beginning college that their goal is to attain a bachelor’s degree, only 17% do so within six years. Within the Minnesota State system, around 12% of transfer students acquire that degree within six years. There has been research regarding the barriers, but the 4-year university faculty voice is missing or underrepresented. Therefore, questions exist about what faculty believe, experience, and recommend for improvement. This study attempts to answer those and other questions based on responses from our system universities.

Using Data to Support Transfer Student Retention and Success

Sarah Ihrig, Assistant Director of the Transfer Student Experience and Rachel McKessock, Student Degree Progress & Retention Analyst; University of Minnesota – Twin Cities

Session Description

In this session we will review how the UMN Twin Cities uses data to support transfer students. Specifically, this session will include an overview of a transfer student “leaver” project that sought to understand why transfer students left the UMN Twin Cities prior to graduating and how we are using this data to better support transfer students. This session will also include a brief overview of our campus-wide retention dashboard and outreach protocol for “at risk” students.

Lunch Break
11:50 a.m. – 1:00 p.m.

Small Group Breakouts

1:00 – 1:50 p.m.


Certificates to Credits: Building CPL Pathways from Industry and Community-Based Learning

Panelists: Tara Hammill, Program Leader and Instructor, Healthcare, Administrative, and Executive Office Professional Programs; Rochester Community and Technical College, Sara Leiste, Director, Student Directed Learning; Metro State University, and Shannon Kirkeide, Dean of Academic and Community Outreach; Anoka-Ramsey Community College. Facilitator: Mary Beth Lakin

Session Description

Join colleagues from Rochester Community and Technical College, Metro State University, and Anoka Ramsey Community College for a discussion on developing “certificates to credits” pathways. Learn how these institutions evaluate and award academic credit for industry-recognized certifications, workforce training, and community-based learning experiences including: strategies used to build equivalencies, challenges encountered, lessons learned; resources to support implementation, and examples of credit for prior learning (CPL) options for workplace experiences requiring individualized assessment.

The Degree Audit Light Switch: Utilizing System Condition Codes

Chris DuVal, Implementation Specialist, CollegeSource

Session Description

System condition codes are an extremely useful tool in the encoding skill set. They allow students to be tagged with attributes to turn on or off conditional requirements and sub-requirements. This session will demonstrate how to utilize System Condition Codes when conditional requirements and sub-requirements are needed.

Online & Remote Tutoring​ Request for Information (RFI): Outcomes and Market Intelligence​

Michael Olesen, Interim System Director for Student Success Technologies, and Victor Lesnikou, NextGen Project Manager, Procurement Focus, Minnesota State

Session Description

The Online & Remote Tutoring RFI was issued to gather market intelligence on solutions capable of delivering scalable, equitable, and high-quality academic support across Minnesota State’s multi-institution environment. We would like to share its outcomes, market intelligence gathered and next steps (i.e. Request for Proposal) with a wider stakeholder audience.

Present and Accounted For: Attendance with Purpose

Kaitlyn Giles, Director of Student Success, Madalynn Swanson, Director of Financial Aid, and Kayla Gratz, Academic Coach; Ridgewater College

Session Description

Ridgewater College uses a CRM-based “no show” check-in to identify students not attending classes at the start of each term. A No Show Team contacts students to understand barriers, connect them with resources, and support appropriate financial aid disbursement. This session will share the workflow, including faculty, academic coaches, counselors, student success, and financial aid, and highlight the impact of cross-campus collaboration.

Supporting Successful Transition into College Life for Deaf, Hard of Hearing, and DeafBlind Students

Karen Sheldon, Program Supervisor for Deaf, Hard of Hearing, and DeafBlind Mental Health Services

Session Description

The transition to college is a significant developmental milestone for all students, but deaf, hard of hearing, and deafblind (DHHDB) students often navigate additional academic, social, communication, and environmental barriers that can affect their sense of belonging and overall success. Join this session to explore practical, evidence-informed strategies that support deaf, hard of hearing, and deafblind students as they transition to college. Participants will consider how communication access, self-advocacy, belonging, mental health, and accessible technology shape student success. The session will highlight collaborative campus approaches that promote resilience, independence, engagement, and well-being through inclusive, culturally responsive support.

Break
1:50 – 2:00 p.m.


Darcie Anderson, NextGen Advising Functional Coordinator, Minnesota State and Merry Schmitt, NextGen Advising Functional Steward, Minnesota State; Director of Advising & Retention, Minneapolis College

Join us to get an inside look at the NextGen Workday Student Advising workstream! Learn about the progress made over the past year and how current Architect and Configure activities are shaping the future of Workday Student advising. Meet the team, explore key project objectives and milestones, and hear what’s ahead, including opportunities for campus engagement, support, and next steps as we move toward implementation.

Break
2:45 – 2:55 p.m.


Darcie Anderson, NextGen Advising Functional Coordinator, Minnesota State and Merry Schmitt, NextGen Advising Functional Steward, Minnesota State; Director of Advising & Retention, Minneapolis College

The transition to Workday Student is bringing exciting changes for Minnesota State! Join us to discover how Workday Student empowers advisors with intuitive tools to support student success. In this session, we’ll demonstrate how advisors can leverage features such as academic planning, progress monitoring, and integrated business processes to streamline workflows, improve efficiency, and better guide students on their academic journey.

Shonda Craft, Interim Assistant Vice Chancellor for ASA Operations, Minnesota State

Conference Adjourns
4:00 p.m.


Minnesota State employees: Recordings and slides will be on the Student Success and Planning Conference page in ASA Connect following the conference when available.

StarID@MinnState.edu

Contact datpc@minnstate.edu with questions.

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