Publications and Presentations


American Association of Collegiate Registrars and Admissions Officers (AACRAO)

  • Misti Reese: "Do you see what I see? Document Imaging and Workflow"

American Association of College Registrars and Admissions Officers (AACRAO) Transfer Summit

  • Kim Morton and Kelly McCallister: “Creating a Strategic Plan for the Transfer Student Experience” (2021)

Academic Impressions’ Strategies for Increasing Transfer Student Enrollment and Success

  • Kim Morton and Jonathan Fries: “Understanding Transfer Trends and Opportunities” (2020, 2019, 2018)

  • Kim Morton: “Best Practices in Pre-Transfer Advising” (2020, 2019, 2018)

  • Kim Morton and Cynthia Mosqueda: “Forming Effective Transfer Pathways” (2020)

  • Kim Morton and Cynthia Mosqueda: “Forming Effective Articulation Agreements” (2019, 2018)

Carolinas Association of Collegiate Admissions and Registrar Officers

  • Misti Reese: "Do you see what I see? Document Imaging and Workflow"

  • Misti Reese, Amanda Harper, and Sarah-Davis Cagle: “Creating a winning technology team”

  • Amanda Harper and Misti Reese: “Territory Management Take Two”

Degree Works Forum at Ellucian Live

  • Patty Dale and Bill Gulliver: "Three Ways to Avoid Dealing with Your SysAdmin."

  • Tena Gulliver and Vicki Theis “Into the Deep End: Workflow for Student Max Hours Overload Requests via SSB”

North Carolina Association for Student Financial Aid Administrators

  • Lori Townsend: “Student Aid Eligibility”

  • Anthony Jones: "Policy Measures on the Horizon"

  • Anthony Jones and Mike O’Grady: "Financial Aid's Collaborative Role in Persistence and Retention"

NODA (Association for Orientation, Transition, Retention in Higher Education)

  • Kim Morton and Matt Huntanar: Webinar “#UsingSocialMediaToSupportTransferStudents” (2019)

National Institute for the Study of Transfer Students

  • Kim Morton: “Why Campus Collaboration is Crucial in Advocating for Transfer Students” (2022)

  • Jamie Mantooth and Kim Morton: “Transfer Essentials: Trends. Barriers. Promising Practices” (2020)

  • Kim Morton and Nate Weigl: “Engaging Faculty in the Transfer Student Experience” (2020)

  • Kim Morton and Matt Huntanar: “#UsingSocialMediaToSupportTransferStudents” (2019)

  • Jane Rex: “The Office of Transfer Services: Support from A-Z”

  • Bob Charlebois and Beth Watts: “Building a More Transfer Friendly Campus through Student to Student Outreach”

National Conference on Students in Transition (National Resource Center for the First-Year Experience and Students in Transition)

  • Kim Morton: “Creating a Transfer Receptive University” (2018)

Southern Association of College Admissions Counseling (SACAC)

  • Austin Brass and Nicole Kuhns: “Mentoring the New Admissions Counselor: How to Retain the 'I just graduated and need a job' mentality.’

  • Leah Beth Hubbard and Conner Brannen: “Mental Health in the College Admissions and Transition Process: What are we doing to support our students?”

  • Leah Beth Hubbard and Kenneth Wright: “Scholarship Awarding in a Digital Age: Utilizing technology to simplify the scholarship process” 

  • Austin Brass: Dry Run Faculty Member

Tau Sigma National Conference

  • Bob Charlebois: “Transfer Club Collaboration and Student Outreach” 

Transfer Student Leadership Summit

  • Kim Morton: Panelist “Transfer Student Mental Health” (2022)


  • Morton, K. & McCallister, K. (2022, July). Creating a strategic plan for the transfer student experience. Strategic Enrollment Management Quarterly. 10 (2).   

  •  Morton, K. & Weigl, N. (2020, June). 10 ways to engage your faculty in the transfer student experience. National Institute for the Study of Transfer Students website. Retrieved from

  • Morton, K. (2019, July). Supporting transfer student success through a faculty mentor program. E-Source for College Transitions, 16 (3), p. 1-4. 

  • Davies, Rex, and Gonzalez (2015). "Creating Institutional Teamwork for Transfer Student Success." The Transfer Handbook: Promoting Student Success. Washington, DC: American Association of Collegiate Registrars and Admissions Officers.