$159 – $189

TES Basic Certification

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Refund Policy

Refund Policy

Refunds up to 7 days before event

Eventbrite's fee is nonrefundable.

Event description


TES transfer articulation tool for advisors

Unlike anything we’ve ever offered, TES Basic Certification is an intensive online workshop held over two half-days, with hands-on instruction and exercises to complete, that results in certification.


Day 1

1pm-5pm Eastern (10am- 2pm Pacific)

  • Course Finder: search, compare versions, compare to your own course, route for equiv.
  • Tracker: attach supporting files, suggest course, approve, post/close
  • Equivalency Mgr: create, edit, quick look at batch
  • User-Added Courses: create equivalency to generic
  • Homework (complete functions above on your own)

Day 2

1pm-5pm Eastern (10am-2pm Pacific)

  • Batch Editor: edit courses, health check
  • Group/Group Reports: create
  • Reports: create list, check against equivalencies, course comparison, explorer tools
  • Public View: settings
  • Data import/export
  • Homework (complete functions above on your own)

What people are saying about this workshop:

"Covers all the base functions that one would need to use or be familiar with in order use TES on a regular basis."

"I like walking through every one of the features and being given examples of how we might use them. I also like the 'try this' opportunities and the homework assignments. Gives us a chance to practice what we just saw. Not as easy as it sounds."

"Overall I was very satisfied with the TES certification. I definitely feel like it expanded my broad knowledge of the product and made me an even more competent user."

"I love the new layout, the added functions and enhancements in 4.0. This certification really tuned me in to them. John's humor was appreciated even though he couldn't see the smiles or hear the laughter."

"There are functions in TES that I had no idea about. I have been using it almost 9 years and I had no idea that we could see some of these things."


Can I register more than 1 person?

Yes. However, because we need to collect your information to issue certification, we will need you to register individuals one at a time.

How can I contact the organizer?

Email John Panzica (johnp@collegesource.com) with any questions.

What's the refund policy?

Full refunds will be issued if you cancel 1 week prior to the start of the certificaion class. Only 15 slots are available per session, so if you do not cancel with enough time for another person to register, that space is lost for someone who could be getting certified.

About the Presenter:

John Panzica joined CollegeSource as a Transfer Solutions Specialist four years ago, after serving in higher education for more than 25 years. Starting out in Financial Aid, John progressively took on additional duties within the Enrollment Management field. Moving from Financial Aid, through a brief stint in the Student Loan segment, back into higher education as an Information Technologist, into Admissions and Records, and then on to University Registrar. John’s experience on campus and with CollegeSource gives him a unique perspective on transfer and transfer-related issues. Having worked at both 2-yr and 4-yr institutions, the issue of transfer is central to John’s experience.

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Refunds up to 7 days before event

Eventbrite's fee is nonrefundable.

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