Transfer Summit 2014

Transfer Summit 2014

The Transfer Summit was held on Thursday, April 3, 2014 at the Hyatt Regency in Lexington, Kentucky. The agenda for the day began at 8:30 with a general session featuring a well-known keynote speaker. After the general session, there were separate breakout sessions for the college and university presidents, the chief academic officers, and the transfer teams (faculty and staff) from each institution.

Conference Agenda


Speaker Profiles:

Dr. Michael B. McCall
Kentucky Community and Technical College System

As founding President and Chief Executive Officer of the Kentucky Community and Technical College System (KCTCS), Dr. Michael B. McCall oversees a system of 16 individually accredited comprehensive community colleges with more than 70 locations, serving nearly 97,000 students. Under the leadership of President McCall, KCTCS is committed to serving as the major gateway to postsecondary education for all Kentuckians.

Since his appointment in December 1998, Dr. McCall has achieved many successes, including: merging the 28 community and technical colleges into 16 individually accredited comprehensive community colleges; working with the KCTCS Board of Regents to ratify or approve more than 700+ credit program options resulting in certificates, diplomas or associate degrees; and establishing KCTCS as the largest provider of postsecondary education in the Commonwealth of Kentucky, representing 48.5 percent of all undergraduate college students.

Dr. McCall has served more than 40 years in community and technical colleges. He has been recognized for his advanced collaborative partnerships, economic development, innovative use of technology, and the utilization of team-oriented management. Prior to his appointment as the founding president of KCTCS, Dr. McCall served as president of South Carolina's comprehensive technical college system and provided leadership for South Carolina's economic development training programs.

Earlier in his career, Dr. McCall served as president of Florence Darlington Technical College in Florence, S.C., and as president of Paul D. Camp Community College in Franklin, Va. Dr. McCall was also a dean and a faculty member at community and technical colleges in Virginia.

Dr. McCall received his bachelor's degree in physics and mathematics from the University of North Carolina at Wilmington; his master's in physics from Virginia Polytechnic Institute (VPI) and State University, Blacksburg, Va.; and his doctorate in educational administration from VPI.

Dr. Jay K. Box
Kentucky Community and Technical College System

Dr. Jay K. Box has over 29 years experience in community colleges, both as a faculty member and an administrator. He has been the Chancellor of the Kentucky Community and Technical College System (KCTCS) since July 1, 2009. As Chancellor, he provides systemwide leadership for academic affairs, economic development and workforce training, and research and policy analysis.

Since he became Chancellor, Dr. Box chaired the statewide committee that developed the Kentucky Transfer Action Plan. The Plan eliminates barriers for community college students transferring to the state's eight public universities by using student learning outcomes to aligncurriculum. In 2011, Dr. Box led an initiative to evaluate and revise the System's dual credit program. The initiative culminated in a statewide dual credit agreement between KCTCS, the Kentucky Department of Education, and the Office of Career and Technical Education. Currently Dr. Box is serving as the state lead for the Accelerating Opportunity Kentucky initiative, a collaborative between KCTCS, Kentucky Adult Education, and the Kentucky Education and Workforce

Dr. John N. Gardner
John N. Gardner Institute for Excellence in Undergraduate Education

John is universally recognized as one of the country's leading higher education thought leaders for his role in initiating and orchestrating an international reform movement to improve the beginning college experience, a concept he coined as "the first-year experience." He began his career as a higher educator teaching on a rural, two-year public campus and eventually served as Vice Chancellor for Academic Affairs for five two-year open admissions public colleges in South Carolina. John served the University of South Carolina for over three decades and was the recipient of its highest award for teaching excellence. His current appointment there is as Senior Fellow and Distinguished Professor Emeritus of Library and Information Science. He is the founding executive director of the National Resource Center for The First-Year Experience and Students in Transition at USC. John was the co-founder with his wife, Betsy O. Barefoot in 1999 of the non-profit John N. Gardner Institute for Excellence in Undergraduate Education (, based in Brevard, N.C. The Institute has served hundreds of four and two-year colleges in externally guided self-study and improvement processes to improve the overall first year with special attention to student performance in gateway courses and other retention impacting components of undergraduate education. From 2011-2013 the Institute had the privilege of supporting the participation of all 16 KCTCS Colleges in the Institute's Foundations of Excellence Transfer Focus process, to develop an action plan for each campus and the KCTCS System to improve transfer student performance, the subject of this conference.

Dr. Betsy Barefoot
Vice President and Senior Scholar
John N. Gardner Institute for Excellence in Undergraduate Education

Betsy Barefoot is a native of North Carolina. She holds a Bachelor’s Degree in Music Education from Duke University and Master’s and Doctoral Degrees in Higher Education from the College of William and Mary. Currently, Dr. Barefoot serves as Vice President and Senior Scholar for the John N. Gardner Institute in Brevard, North Carolina. In her work at the Institute, Dr. Barefoot is directly involved in the development of instruments and strategies to evaluate and improve the first college year. In addition, she conducts seminars on the first-year experience across the United States and in other countries and assists other colleges and universities in implementing and evaluating first-year programs.

Dr. Barefoot has authored and co-authored a number of publications including the 2005 Jossey-Bass books, Achieving and Sustaining Institutional Excellence for the First Year of College, and Challenging and Supporting the First-Year Student: A Handbook for the First Year of College. She has also edited The First Year and Beyond: Rethinking the Challenge of Collegiate Transition, a 2008 volume of New Directions for Higher Education. She currently serves as co-editor for the New Directions for Higher Education series. She is married to another scholar of the first-year experience, John N. Gardner. The "BGs," as they are known in their neighborhood, reside in Pisgah Forest, North Carolina.

Dr. Betsy Q. Griffin
Senior Associate Vice President
John N. Gardner Institute for Excellence in Undergraduate Education

Betsy Q. Griffin is a Senior Associate Vice President at the John N. Gardner Institute for Excellence in Undergraduate Education. At the Gardner Institution she serves as an advisor to two- and four-year institutions on the development of strategic improvement plans for the first- year of college, the transfer experience, and gateway course success. She also serves on the advisory board of the National Institute for the Study of Transfer Students.

Dr. Griffin joined the Gardner Institute with over 30 years experience in higher education. Most of her career was at Missouri Southern State University where she was a professor of psychology and held administrative positions at the department, school, and institutional level. She earned her doctorate in psychology from the University of South Carolina.

Dr. Stepen J. Handel
Associate Vice President, Undergraduate Admissions
University of California (UC) System

Stephen J. Handel is the Associate Vice President—Undergraduate Admissions for the University of California (UC) System. Appointed by the UC Office of the President in 2013, Handel oversees freshman and community college transfer admissions policy and practice for the nine UC undergraduate campuses. As the chief admission officer at one of the most preeminent university systems in the U.S., Handel advances the UC mission to prepare, recruit, and enroll students who represent the broad diversity of the State of California. Prior to his appointment, Stephen served for nearly a decade as the Executive Director of the National Office of Community College Initiatives at the College Board. At the College Board, Handel advocated for and conducted research with community colleges nationally and internationally, focusing on initiatives that advanced educational access and equity for all students.

Stephen Handel also acted as UC’s first Director of Community College Transfer Enrollment Planning, where he initiated strategic enrollment policies focused on the needs of community college transfer students. During this time, Handel worked closely with the California Community College Chancellor’s Office to significantly increase the number of community college students transferring to a UC campus. Stephen is the author of the Community College Counselor Sourcebook as well as other publications focusing on higher education issues, including Remediating Remediation (with Ronald Williams), Strengthening the Nation By Narrowing the Gap (with James Montoya), and Second Chance, Not Second Class: A Blueprint for Community College Transfer. Handel earned his Ph.D. and M.A. degrees from the University of California, Los Angeles, a B.A. from California State University, Sacramento, and an A.A. from Cosumnes River College.

Dr. Bonita Jacobs
University of North Georgia

Bonita C. Jacobs is president of the University of North Georgia, which was formed in January 2013 through the consolidation of Gainesville State College and North Georgia College & State University. She took office as the 17th president of North Georgia College & State University in July 2011. She was the University’s first woman president and is only the second to lead one of the country’s six Senior Military Colleges.

Previously, Jacobs served as executive director of the National Institute for the Study of Transfer Students (2009-2011), vice president for student development (1998-2009), and as professor in counseling and higher education at the University of North Texas.

Earlier, she served as interim vice chancellor for student development and dean of students at Western Carolina University and in positions at Stephen F. Austin State University.

Jacobs received bachelor’s degrees in Spanish and history and a master’s degree in counseling from Stephen F. Austin State University. She earned her doctorate in educational administration from Texas A&M University.

Jacobs is the former editor of The Journal of College Orientation and Transition and has served on three other editorial boards. Her publications include The College Transfer Student in America: The Forgotten Student and Starting From Scratch, a first-year experience textbook, and numerous chapters, journal articles and reviews.

A recipient of multiple awards for her leadership in higher education and student development, Jacobs is a frequent speaker on transfer and student success issues. In 2014, Jacobs was named as one of the 100 Most Influential Georgians by Georgia Trend magazine.

Dr. Angé Peterson
Associate Vice President
University of Central Florida

Angé Peterson is Associate Vice President at the University of Central Florida (UCF) Regional Campuses. In this role, she supervises transfer enrollment services, marketing and partnership outreach for the 10 regional campuses and locations in a seven county region. Additionally, Angé has responsibility for partnerships internal to UCF administration relating to admission, financial assistance, registrar’s functions, transfer transitions plus marketing; and externally she provides leadership in partnering with community and state colleges serving the central Florida region. Under the Central Florida Higher Education Consortium, her responsibilities include guaranteed admission for academically qualified transfer students seeking a Baccalaureate degree through participation in the DirectConnect to UCF program. The umbrella of the consortium agreement continues to provide solutions that impact access, diversity and student success pathways leading toward degree completion. This umbrella includes working groups in curriculum alignment, data needs, resource development, work force initiatives, joint advising and assisted in developing one of the most productive 2+2 programs in the nation.

Angé has been involved in AACRAO leadership for most of her higher education professional life, first as chair of the Admission and Enrollment Management committee, Vice President for Admission and Enrollment Management followed by selection as AACRAO’s President-elect, President and Past President from 2005-2007. She has actively participated in the SEM conference for 23 years and prioritized the development of the AACRAO Transfer Conference as a presidential goal. Prior to joining UCF, Angé was at Pittsburgh State University. She has presented at a number of national conferences including AACRAO, SEM, AACRAO Transfer, First Year Experience, NACADA, GPACAC, NAFSA, ACT EM, AACRAO, Transfer Institute, Noel-Levitz Retention, STEMtech (League for Innovation) plus numerous state and regional EM workshops. She is one of the authors of the “Practical Guide for Strategic Enrollment Management Planning”, EDI, Nov. 2007. Ange’s latest publication is posted online, “Student Access and Completion: A Regional Strategic Enrollment Partnership” Jan. 2014.

Dr. Kathleen Plinske
Osceola and Lake Nona Campuses, Valencia College

Kathleen Plinske serves as the President of the Osceola and Lake Nona Campuses at Valencia College in Orlando, Florida. Prior to joining Valencia in 2010, Plinske served as vice president and interim president at McHenry County College, a community college in Crystal Lake, Illinois.

A graduate of the Illinois Mathematics and Science Academy, Plinske attended Indiana University-Bloomington as a Herman B Wells Scholar, earning a Bachelor of Arts in Spanish and Physics with highest distinction and honors. A member of Phi Beta Kappa, she completed a Master of Arts in Spanish from Roosevelt University, and a Doctorate in Educational Technology from Pepperdine University, and a Master of Business Administration from the University of Florida.

Actively involved in her community, Plinske serves as the Vice Chair of the Education Foundation of Osceola County and as President of the Rotary Club of Lake Nona, and serves on the Board of the Osceola Center for the Arts, Junior Achievement of Osceola County, and the Lake Nona Education Council.

Committed to advancing the community college mission, Plinske has published a number of articles in professional and peer-reviewed journals, and is frequently invited as a speaker at national and international conferences. She was selected as a community college leadership doctoral fellow by the University of San Diego, was recognized as one of 24 emerging leaders in the world by Phi Delta Kappa International in 2010, was selected as the 2012 Outstanding Young Alumnus by Indiana University, and was named 2012 Woman of the Year by the Orlando Business Journal in their 40 under 40 Competition.

Dr. Janet Marling
Interim Vice-President of Student Affairs,
Executive Director of the National Institute
for the Study of Transfer Students (NISTS)

University of North Georgia

Janet L. Marling is the Executive Director of the National Institute for the Study of Transfer Students (NISTS) at the University of North Georgia. In this role, Dr. Marling works with individuals, higher education institutions and associations, state agencies, foundations, and legislative bodies to improve transfer policy, practice, and research.

An assistant professor of education at the University of North Georgia, Dr. Marling edited the New Directions for Higher Education volume titled Collegiate Transfer: Navigating the New Normal, published last July. Since relocating NISTS to UNG in August 2012, she has expanded her portfolio to include community engagement and economic develop by developing curriculum, and serving as lead facilitator, for the North Georgia Regional and Economic Development (REED) initiative, a university-community collaboration spanning thirty counties in the Northeast Georgia region.

Dr. Marling is an affiliate member of the Council for Standards in Higher Education (CAS) board of directors and acted as lead content expert in the collaborative effort to develop the Standards for Transfer Student Programs and Services. She has been involved as a Project Director and/or Co-Principal Investigator for two research grants from TG Philanthropy.

Dr. Marling’s previous experiences in higher education encompass orientation and new student programs, personal and career counseling, peer mentoring, leadership, and learning support. She holds a Ph.D. in higher education administration with a minor in industrial/organizational psychology from the University of North Texas, a M.S. in counseling psychology from the University of Southern Mississippi, and a B.S. in psychology from Texas Christian University.

Dr. Charlie Nutt
Executive Director
National Association for Academic Advising

Charlie L. Nutt was appointed as the Executive Director of the National Academic Advising Association in October 2007. Prior to this he served as the Associate Director of the Association for five years. Additionally, he was also Vice President for Student Development Services at Coastal Georgia Community College for nine years and Assistant Professor of English/Director of Advisement and Orientation for six years. He received his A.A. from Brunswick College, B.S.Ed. from the University of Georgia, M.Ed. and Ed.D. in Higher Educational Leadership from Georgia Southern University.

Nutt has had vast experience in education. In addition to his fifteen years as a teacher and administrator at Coastal Georgia Community College, where he originated the college advisement center and orientation program that was awarded a Certificate of Merit by NACADA in 1995, he has taught English in grades 9-12, served as a department chair and assistant principal in a high school, served as Director of Development and Admission at a private K-12 institution. Presently, he teaches graduate courses in the College of Education in the Department of Counseling and Educational Psychology. He has also been instrumental in the development of the NACADA/K-State graduate certificate in academic advising and several other NACADA professional development initiatives.

Dr. Michael D. Quillen
Vice Chancellor of Academic Affairs
Kentucky Community and Technical College System

As the Vice Chancellor of Academic Affairs, Dr. Michael Quillen leads the academic areas that support the educational mission of KCTCS. He offers statewide leadership in the redesign of secondary and post-secondary college readiness, general education, and integrated student success policies and regulations. And, most significant to today’s events, Dr. Quillen co-leads the system-wide implementation of Foundations of Excellence: Transfer Focus.

Dr. Michael Quillen started his career as a faculty member at Maysville Community College in 1993, and moved to the KCTCS System Office in 2010 as the System Director of Transitional Education and later the System Director of Academic Affairs. His education includes a BS and MS in Biology from Morehead State University and an Ed. D in Educational Policy Studies and Evaluation at the University of Kentucky.

With 18 years of teaching experience in the college classroom and having served on numerous statewide and national higher education committees, Dr. Quillen is recognized for excellence in teaching and faculty leadership. He is known for his program and project leadership, strategic planning, and propensity for forging educational alliances within communities. His current work focuses on creating a clear and consistent pathway through improving college and career readiness, increasing credential completion, and alignment of degrees with employment opportunities. With all the various titles and job functions, Dr. Quillen notes the thread tying it all together is providing a setting that promotes student learning and success. He works from the perspective that higher education institutions must provide strong collaboration between workforce and economic development, research and policy analysis, and academics in order fully support a seamless pathway to a highly trained workforce. From college readiness and high school partnerships to successful college transfer and career placement, Dr. Michael Quillen sees the community college as one stop on the pathway to career preparation and lifetime success.

Dr. Michelle Dykes-Anderson
Upward Bound Math Science Program
Southeast Kentucky Community and Technical College

Michelle Dykes-Anderson serves as Director of the Upward Bound Math Science program at Southeast Kentucky Community & Technical College, preparing low-income, first-generation to successfully complete degrees in STEM (science, technology, engineering, and math). She has extensive experience in project management, advising, counseling, and student services. During her 14-year tenure with Southeast, she has written grants that were funded for a total of $8,471,928. She received her B.A. in Psychology from Georgetown College, M.A in Mental Health Counseling from Eastern Kentucky University, M.Ed. in Learning and Behavior Disorders from Western Kentucky University, and Ed.D. in Educational Policy Studies and Evaluation from the University of Kentucky.

Dr. Dykes-Anderson just ended a four-year term serving as directorate board member for the American College Personnel Association’s (ACPA) Commission for Student Development in the Two-Year College. She was also appointed to the ACPA Presidential Task Force on Transfer Student Experience which identified trends and best practices and recommended initiatives. She was just appointed to serve on the Young Professionals of East Kentucky Strategic Planning Advisory Council. She has published several peer-reviewed articles and served as reviewer for the forthcoming book Holistic Approaches to Assisting Students in Community Colleges: Contemporary Strategies for Bridging Theory, Research, and Practice.

Dr. Chris Phillips
Professor of Economics
Somerset Community College

Chris Phillips is Professor of Economics at Somerset Community College where he has taught economics for the past 17 years. He received his A.A. degree from Somerset Community College, B.A. degree from the University of Kentucky, M.A. degrees from Western Kentucky University and the University of Tennessee, and Ed.D. from the University of Kentucky.

Dr. Phillips was President of the Kentucky Economic Association in 2009 and is active in promoting economics education throughout the Commonwealth.