The Transfer Handbook Webinar: Promoting Student Success

LIVE FREE Webinar Date: ​Tuesday, June 23, 2015 2:00-3:00pm ET


AACRAO has a history of being at the forefront of transfer. For nearly 80 years, AACRAO has published the Transfer Credit Practices of Designated Educational Institutions, a voluntary exchange of information regarding practices for acceptance of transfer credit. In 2008, AACRAO established its Transfer Conference to bring professionals working with Transfer students together to address common issues and to take a stance on proposed legislation which would have shifted transfer credit decision making from institutional control to the federal government.

In keeping with its commitment to transfer, AACRAO published The Transfer Handbook: Promoting Student Success, a compendium of data, practices, and regulations that will facilitate efforts to serve transfer students effectively. We are delighted to present key portions of the book as an AACRAO Webinar.

Under the Higher Education Opportunity Act of 2008, institutions must disclose their transfer policies and articulation agreements to prospective and enrolled students so whether you are creating a transfer policy from scratch or seeking to revise and enhance an existing one, numerous considerations must be weighed in this decision. Who is reading this policy? Is it intended to help applicants, students, parents, staff or all of the above?

Furthermore, fifteen states have been funded by six foundations to develop and implement reverse transfer programs as part of the Credit When It's Due (CWID) initiative. A facet of the webinar will host a presentation which introduces attendees to the CWID initiative and shares results from a case study of Ohio's experience with reverse transfer. Attendees will learn how reverse transfer works in Ohio, how the state implemented reverse transfer and key policies that were developed.

As one of the CWID states, North Carolina's reverse transfer process will be discussed including the Family Education Rights and Privacy Act (FERPA), a key policy that presents a challenge for implementation. Determining the approach to use for FERPA requires a thorough understanding of the applicable rules. These FERPA rules which govern reverse transfer process and the methods applied throughout the country will be presented.

Join us as we host a live discussion with a few of the Transfer book authors.


Presenter: Kelly Brooks

Registrar, Capella University







Kelly Brooks' higher education career spans more than 20 years, including administrative positions at the University of Minnesota-Twin Cities campus in School of Nursing and Medical School. During her time at Capella she has also served as the Degree Audit Coordinator, Registrar's Office Supervisor, and Admissions and Transfer Officer. She holds an undergraduate degree in print journalism and a master's degree in Public Affairs in policy analysis and higher education administration from the University of Minnesota.


Presenter: Jason Taylor

Assistant Professor of Higher Education, the University of Utah






Professor Jason Taylor's broad research interests are at the intersection of community college and higher education policy and educational and social inequality. Jason is the Co-Principal Investigator for the research associated with the "Credit When It's Due" initiative, and he is investigating the implementation and impact of reverse transfer programs and policies in the 15 states participating in "Credit When It's Due." He has published in journals such as American Behavioral Scientist, Community College Review, Community College Journal of Research and Practice, and Education Policy Analysis Archives. Prior to transitioning into academia, Jason was an academic advisor at Illinois State University and the Registrar at Chaparral College in Arizona.


Presenter: E. Michelle Blackwell

Director of Reverse Transfer, the University of North Carolina-General Administration






Michelle Blackwell previously served as Director of Transfer Student Services at Middle Tennessee State University, where she established one of the first reverse transfer agreements in the state with Nashville State Community College. She earned her bachelor's degree in psychology and master's degree in child and family studies from the University of Tennessee (UT), Knoxville. She served as Assistant Director of the University Honors Program at UT for eight and half years. She has presented at national and regional ACRAO conferences on reverse transfer and the National Summit on Reverse Transfer sponsored by the National Student Clearing House.


Additional Information:

2015 AACRAO Transfer and Technology Conference
July 12-14, 2015 (Sunday-Wednesday)
JW Marriott Austin
Austin, TX


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Registration Cost: No Registration Fee

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For questions about the webinar please contact AACRAO at or call 202-293-9161.