Ideal for admissions professionals and those looking to refresh their skills, this workshop will cover TargetX's latest tools, including TX Forms and Communication Planner. You will engage in hands-on activities to uncover innovative recruitment strategies, simplify document collection in the application process, and design personalized communication tracks that resonate with applicants. By the end of the session, you'll be equipped with practical skills to streamline recruitment efforts and enhance your admissions process in TargetX.

Among other things, you’ll learn about:

• TX Forms overview and best practices.
• Harnessing the power of the Communication Planner.
• Building AI-enhanced Email Templates.
• Creating end-to-end communication plans. 
• Exploring new Communication Planner features.

This session will be a fantastic opportunity for hands-on work and learning with your CRM, putting best practices into action for real-time skill building!

***This is a paid workshop. Sign up is required.

Designed for admissions professionals aiming to enhance their expertise, this session will focus on maximizing advanced WebAdMIT features—such as assignments, interviews, scoring forms, and point tables—through practical exercises designed to help you master applicant ranking and identify top candidates effectively. Hands-on activities will allow you to apply scoring features and streamline your admissions process, while peer discussions will provide an opportunity to share strategies and best practices for achieving your admissions goals in WebAdMIT.

During this workshop, you’ll learn how to:

• Manage applicant completion requirements to begin reviews.
• Identify subjective items for manual evaluation, then use WebAdMIT’s Assignments feature to create and assign evaluation forms.
• Set up interview scoring, identify interviewers, schedule interviews, and use WebAdMIT’s Interview feature to assign them.
• Create scoring models and point tables, then merge desired scoring components in WebAdMIT to implement applicant scores.

***This is a paid workshop. Sign up is required.

Designed for new admissions team members, those transitioning into WebAdMIT, or anyone seeking a refresher on the platform’s core features, this workshop will cover managing user permissions, tracking applicant statuses, organizing and filtering applicants, communicating effectively, and leveraging custom fields and data exports. By the end of this workshop, you'll possess practical skills to streamline admissions workflows and enhance efficiency within the WebAdMIT platform.

During this workshop, you’ll learn how to use:

• Work Groups to manage your admissions users’ permissions.
• Local Statuses to track applicants during each stage of your admissions process.  
• List Manager to group and manage applicants by common criteria. 
• Emails to correspond with applicants.  
• Custom Fields to store information that your program needs which is not collected from the applicant in the CAS application. 
• Requirements to create a checklist of supplemental requirements for each applicant. 
• Export Manager to integrate student data with Student Information Systems.

***This is a paid workshop. Sign up is required.

In her session, she will explore: The way emerging tech can shape the future of education and human creativity, the possibilities unlocked when human ingenuity intersects with AI and share practical insights to harness innovation for a more dynamic, student-centered future.

This session will examine the complexities of managing a college’s sticker price, net price, tuition discount rate, and incoming student numbers, focusing on the growing trend of tuition resets as a strategy to enhance affordability and attract students. Through a case study, attendees will explore how a tuition reset led to an increase in net revenue, despite a smaller incoming class. A key factor in this success was clear, strategic communication with students and parents—effectively addressing concerns, managing expectations, and emphasizing the value of the new tuition model. Attendees will gain insights into how communication influences enrollment behavior and financial perceptions, providing valuable takeaways for institutions considering similar strategies.

• Attend this session to understand how clear communication can improve enrollment and financial outcomes.

• Expect to learn how a tuition reset can boost net revenue despite lower enrollment.

• Discover how colleges balance affordability, net revenue, and enrollment goals through strategic tuition strategies.

This collaborative session for CRM administrators will provide a space for open discussions while creating a support network of colleagues with varying levels of experience. Participants will share experiences, pro tips, and solutions for Liaison TargetX setup and maintenance.

• Attend this session to exchange insights and best practices for TargetX setup and maintenance with other CRM administrators.

• Expect to learn practical solutions and pro tips for optimizing your use of TargetX through peer collaboration.

• Discover how to build a supportive network of colleagues to help navigate challenges and share knowledge.

This product training session will demonstrate the end-to-end functionality of the new Liaison TargetX Communication Planner and what the transition to this tool looks like. Follow along with the product team and an early adopter of the Comm Planner as they share the story of one institution’s journey to implement a true communication planner.

• Attend this session to gain a comprehensive understanding of the Comm Planner's capabilities and how it can streamline your communication strategies.

• Expect to learn about the transition process to the new TargetX Comm Planner and the benefits it offers for effective communication planning.

• Discover real-world insights from an early adopter’s experience and how this tool can transform your institution’s communication efforts.

This session will introduce the fundamentals of data analytics and machine learning, offering enrollment managers the essential knowledge needed to understand and leverage these tools without requiring expertise in statistics or complex analytics. The second half of the session will focus on best practices for data collection and management, preparing institutions to effectively implement predictive and prescriptive analytics solutions.

• Attend this session to grasp the key concepts of data analytics and machine learning relevant to enrollment management.

• Expect to learn practical, non-expert-friendly strategies for understanding and using predictive and prescriptive analytics in your institution’s processes.

• Discover best practices for data collection and management that will set your institution up for success with advanced analytics solutions.

This session will explore how traditional student search methods can work alongside inbound marketing strategies to create a complementary approach to recruitment. With prospective students increasingly using search engines to explore colleges, the dynamics of student recruitment are evolving. By combining proven digital tactics with new AI-powered predictive modeling and data-driven list purchases, institutions can engage students across multiple touchpoints, enhancing traditional outreach and ensuring recruitment efforts remain effective in an ever-changing landscape.

• Attend this session to learn how combining traditional search methods with inbound marketing can improve your recruitment strategy.

• Expect to gain insights into using AI and predictive modeling to engage prospective students more effectively.

• Discover how data-driven approaches can enhance your outreach and ensure success in today’s evolving recruitment environment.

This session will tackle the significant challenges in graduate and professional admissions, from striving for growth to managing an overflow of qualified candidates. Geared toward admissions professionals looking to implement a holistic admissions process, the session will focus on identifying students who are well connected to specific programs while also enhancing the diversity of incoming cohorts. The presentation will explore how to leverage existing tools within WebAdMIT to effectively implement a holistic admissions approach.

• Attend this session to explore the evidence based method of holistic admissions processes that enhances inclusion, equity, and and diversity of incoming cohorts.

• Expect to gain practical insights into utilizing existing best practices and WebAdMIT tools for managing admissions challenges.

• Discover strategies for implementing best practices in holistic review to select the best-fit students while promoting diversity in incoming cohorts.

This product training session will explore the latest Liaison WebAdMIT feature releases and updates.

• Attend this session to learn about the key WebAdMIT enhancements and how they can improve your operational efficiency.

• Expect to gain insights on practical applications and strategies for integrating these updates into your workflows.

• Discover how to maximize efficiency with new features and make the most of these updates in your daily tasks.

In this session, attendees will explore strategies for fostering cross-departmental collaboration to create a seamless student experience. This session will reveal Point Loma Nazarene University's transformative approach to breaking down silos between academics, admissions, and marketing, focusing on the benefits of structured team-building and solution-oriented strategies. Attendees will learn how effective meeting structures and proactive problem-solving approaches empower staff to focus on shared goals, moving beyond department-specific challenges.

The session will cover how centralized project management tools enhance transparency and efficiency across teams, fostering smoother collaboration. Additionally, attendees will discover impactful team-building exercises that strengthen connections at the director level, establishing a cohesive cross-departmental leadership "team." These strategies create a unified foundation that enables departments to support each other, driving institutional success and elevating the student experience.

• Attend this session to learn how breaking down silos can improve collaboration and enhance the student experience across departments.

• Expect to gain actionable strategies for fostering cross-functional teamwork, effective meeting structures, and proactive problem-solving.

• Discover how centralized project management tools and impactful team-building exercises can drive efficiency and institutional success

In this engaging session, we’ll explore how the University of Nebraska Medical Center (UNMC) successfully transformed its enrollment and admissions strategies through technology integration and campus-wide collaboration. As a long-standing Liaison UniCAS client and recent adopter of Liaison's Outcomes CRM solution, UNMC’s experience provides valuable lessons on securing buy-in, driving collaboration, and prioritizing initiatives in complex environments.

• Attend this session to gain insights into how technology and collaboration can revolutionize enrollment and admissions strategies.

• Expect to learn about UNMC’s journey with Outcomes, focusing on overcoming challenges and fostering campus-wide collaboration.

• Discover actionable strategies for gaining buy-in and effectively prioritizing initiatives to drive success in complex environments.

This session will examine how data analytics is transforming decision making in higher education amid increasing pressures around enrollment, funding, and student success. Attendees will explore how predictive analytics can help identify at-risk students and how data-driven approaches empower institutions to enhance efficiency and improve overall student outcomes. The discussion will provide insights into leveraging analytics to drive informed strategies that support institutional goals and student success.

• Attend this session to learn how predictive analytics can identify at-risk students and inform decision making.

• Expect to discover strategies for using data-driven approaches to improve efficiency in higher education.

• Discover how institutions can leverage data to boost student success and enhance their overall operations.

This session will explore how effective collaboration with Liaison partners can drive value from their TargetX CRM solution and related services. The success of this partnership hinges on mutual understanding, transparency, clear communication, and a spirit of collaboration. In this session, a panel of experts representing both Liaison and campus partners using TargetX will explore how clients who prioritize partnership and a shared sense of ownership for success—one built on trust, transparency, and communication—find heightened success and satisfaction with their Liaison tools and get greater value out of their partnership.

Whether you're new to working with the Support, Premier Services, and Client Success teams or looking for ways to enhance your current collaboration, this session will provide actionable advice and real-world examples to help you engage with Liaison in a way that fosters long-term success. Attendees will leave with a clearer understanding of how to build a more effective, results-driven partnership that drives success for their organizations.

• Attend this session to learn how prioritizing partnership and communication can drive value from TargetX and related Liaison services.

• Expect to gain insights from experts on building a transparent and collaborative relationship with your Liaison partners.

• Discover actionable strategies and real-world examples to enhance collaboration and ensure long-term success.

This session will explore the potential of Liaison Analytics, a hidden gem among Liaison's products. Recognized for its ability to provide both broad and granular application data, Analytics is a powerful tool that can transform an institution's enrollment strategy. Institutions that are not leveraging Analytics may be missing key opportunities to enhance reporting and recruiting efforts. Texas A&M and members of Liaison's client success team will share insights on how Analytics can elevate enrollment management strategies and drive more informed decision making.

• Attend this session to learn how Analytics can become an essential part of your enrollment strategy.

• Expect to gain insights into leveraging Analytics for impactful reporting and effective recruiting strategies.

• Discover how schools like Texas A&M are utilizing Analytics to optimize data usage and achieve measurable results.

Please keep an eye out for our activity announcement!

This product training session will explore the latest Liaison Outcomes feature releases and updates.

• Attend this session to discover key Outcomes enhancements and how they can improve your operational efficiency.

• Expect to gain insights on practical applications and learn how to integrate these updates into your workflows.

• Discover strategies for optimizing your processes and maximizing the value of the new features.

This session will explore how the Office of Graduate Enrollment at Illinois Institute of Technology (IIT) leveraged AI and advanced analytics to address challenges arising from rapid graduate enrollment growth. Following declines in academic quality and revenue during the Fall 2022 and 2023 cycles, IIT set strategic goals for Fall 2024: improving academic quality, decreasing scholarship awards, and increasing revenue. By utilizing Liaison Othot’s advanced analytics platform, they developed a revised scholarship strategy for the College of Computing, which successfully met these objectives. Now planning to expand the approach to other colleges in 2025 and beyond, IIT offers valuable insights for graduate enrollment management (GEM) professionals. Attendees will learn how AI and analytics can optimize scholarship awards, drive enrollment, and enhance financial aid strategies through effective university-partner collaboration.

• Attend this session to explore how AI and analytics can optimize scholarship strategies to support enrollment goals.

• Expect to learn how to balance academic quality, scholarship awards, and revenue through data-driven financial aid strategies.

• Discover best practices for university and partner collaboration to enhance financial aid and scholarship management.

This session will explore key leadership strategies for success in higher education, focusing on the essential blend of strategic vision, adaptability, and resilience. Attendees will gain insights into navigating change with confidence while assessing their own leadership styles and readiness for transformation. The discussion will also address the growing challenge of managing stress and maintaining productivity in understaffed environments, offering practical approaches to sustaining team morale and institutional effectiveness. Whether leading a department, managing a team, or preparing for future leadership roles, participants will gain valuable strategies to lead with confidence and thrive under pressure.

• Attend this session to explore leadership strategies that enhance adaptability, resilience, and institutional effectiveness.

• Expect to gain insights into managing stress, sustaining team morale, and leading effectively in challenging environments.

• Discover practical approaches to navigating change, understanding your leadership style, and thriving under pressure.

This session will explore how Liaison Academy's TargetX Premier Education empowers clients to enhance their CRM skills through targeted training. Attendees will gain an overview of Premier Education's training programs, view highlights of key snippets that illustrate transformative learning, and hear real-world success stories of clients who have implemented these strategies. The session will highlight how these training initiatives have helped clients achieve expert status in managing their TargetX systems, providing valuable insights for those looking to maximize their own TargetX capabilities.

• Attend this session to explore how targeted training can elevate your CRM skills and transform your approach.

• Expect to gain insights from real-world examples of clients who successfully implemented CRM strategies.

• Discover how investing in training can drive expertise and improve your institution’s TargetX management.

This session will explore the future of student recruitment, which lies at the intersection of creativity and analytics. By combining artistic approaches with AI-driven decision making, institutions can revolutionize their strategies, enhancing outreach and personalization. Admissions professionals will learn how to leverage machine learning to refine student searches, develop tailored marketing strategies, and attract ideal candidates. The session offers actionable insights into blending inbound and outbound marketing techniques with the precision of AI to achieve exceptional results.

• Attend this session to discover how creativity and AI-driven analytics can transform your student recruitment strategies.

• Expect to learn how machine learning can refine student search, personalize marketing efforts, and target ideal candidates effectively.

• Discover actionable strategies to integrate AI-powered marketing techniques and achieve breakthrough results in outreach and enrollment.

This strategic session is designed to help institutions optimize their marketing budgets for graduate program recruitment. It will cover key techniques for allocating resources across various channels to ensure maximum return on investment. Attendees will learn how to prioritize high-impact channels, use data-driven insights, and refine messaging to effectively reach prospective students. By applying these best practices, schools can boost lead generation, increase engagement, and meet enrollment goals while maximizing their marketing spend.

• Attend this session to explore how to optimize your marketing budget for greater impact in graduate program recruitment.

• Expect to learn how to leverage data-driven insights to make more informed decisions about your marketing channels.

• Discover actionable strategies for improving lead generation, engagement, and enrollment outcomes while maximizing ROI.

This session will review the history of competencies in higher education admissions and introduce emerging graduate enrollment management (GEM) competencies, particularly in dental education and share research findings identifying four competency categories for GEM practitioners and the current methods for acquiring these skills. 

• Attend this session to understand competency development in GEM, specifically in admissions.

• Expect to learn about emerging GEM competencies and how they are shaping roles in higher education student support services.

• Discover research findings about GEM competencies in dental education.

This session will explore real-world examples of how Western Connecticut State University (WCSU) is using advanced analytics to increase yield rates and optimize financial aid awards, identifying and nurturing best-fit candidates. WCSU's success from 2023 to 2024 includes impressive results: a 20.7% increase in first-year class size, a 2% reduction in the discount rate, an increase in net tuition revenue by over $2 million, and a 1% improvement in the yield-on-acceptance rate. The session will demonstrate the transformative potential of AI in strategic financial aid distribution, explaining how to leverage this tool as a strategic partner to achieve enrollment goals and expand access to higher education. It will close with a discussion on the ethics of using AI in financial aid strategy, future plans for WCSU and Liaison, and an audience Q&A.

• Attend this session to learn how WCSU successfully used advanced analytics to boost yield rates and optimize financial aid.

• Expect to gain insights into the transformative role of AI in strategic financial aid distribution and enrollment management.

• Discover the ethical considerations of using AI for financial aid strategy and how it can enhance access to higher education.

This session will address the common reasons institutions hesitate to join Liaison GradCAS, exploring key hurdles in the decision-making and onboarding process. Two institutions that recently joined GradCAS will share their advice and lessons learned, offering valuable insights for those considering the transition. The session will conclude with student voices reflecting on how they have utilized GradCAS to access graduate opportunities, providing a firsthand perspective on its impact.

• Attend this session to identify common challenges institutions face when considering joining GradCAS.

• Expect to hear firsthand advice and lessons learned from institutions that have recently joined GradCAS.

• Discover how students are leveraging GradCAS to access and navigate graduate opportunities.

In this session, you will discover how a one-stop team can be a powerful catalyst for achieving enrollment and retention goals. Penn State World Campus implemented its one-stop-shop model in 2020 and has since launched several successful outreach initiatives to support enrollment. Through its partnership with the Liaison Othot platform and consulting, Penn State World Campus has optimized both human and financial resources, driving success from the top of the funnel down to individual actions. This session will provide valuable background, data-driven insights, and key lessons learned in empowering every team member with the data necessary to become impactful enrollment managers. Attendees will gain practical strategies for leveraging a one-stop model to enhance student support, streamline operations, and improve overall enrollment outcomes.

• Attend this session to explore how a one-stop team model can drive enrollment and retention goals through streamlined processes.

• Expect to gain insights into Penn State World Campus’ successful outreach initiatives and their partnership with Othot.

• Discover practical strategies for empowering your team with the data needed to become more effective enrollment managers.

In this session, attendees will learn how to use Liaison TargetX creatively to engage non-CRM licensed users and gain valuable insights into student engagement across campus. Bellevue College tracks student visits to departments like the Career Center and Veterans Resource Center through check-in forms at departmental kiosks. This helps departments understand who they are reaching and how often. Attendees will receive a step-by-step guide on designing check-ins, automating data capture, and building dashboards to visualize trends. The session will also cover how to enhance service delivery, optimize department processes, and respond proactively to campus engagement patterns.

• Attend this session to learn how to use TargetX to engage non-CRM licensed users and gain deeper insights into student engagement.

• Expect to receive practical guidance on designing check-ins, automating data capture, and building dashboards to visualize trends and enhance outreach.

• Discover how to implement effective check-in strategies, optimize department processes, and use data to respond proactively to campus engagement patterns.

This session will examine the redesign and build of the University of Baltimore’s Fannie Angelos Program for Academic Excellence (FAPAE) application community. A collaboration between UBalt’s School of Law and Maryland’s HBCU institutions, FAPAE prepares students to take the LSAT exam. Historically, its applications were managed through a basic web form, which resulted in duplicate records and inefficiencies within the CRM system. By collaborating with the Liaison TargetX Premier Services team, the institution successfully created a new application community and TargetX application form for the 2024 FAPAE application cycle, leveraging custom fields, lightning pages, flows, dashboards, and Salesforce paths to create a streamlined and efficient user experience.

• Attend this session to learn about the transformative redesign of the FAPAE application process and the tools used to achieve it.

• Expect to gain insights into how to resolve inefficiencies and enhance application management by leveraging custom fields, flows, and dashboards in TargetX.

• Discover practical strategies for building efficient application communities and creating a seamless user experience within your CRM system.

This session outlines a comprehensive CRM training program designed for two community colleges within the same district. The program focuses on creating a cohesive and scalable training process tailored to employees' unique roles. With an accessible, step-by-step structure, it ensures efficient onboarding and progressive training, starting with the basics through Liaison Academy courses and advancing to role-specific expertise with Liaison TargetX tools. By incorporating continuous support from CRM leads, detailed documentation, and readily available resources, the program fosters long-term success and knowledge retention, strengthening operational effectiveness across the district.

• Attend this session to explore how a structured CRM training program can address diverse employee needs and enhance operational efficiency.

• Expect to learn about the program’s step-by-step approach, from onboarding to role-specific training, and the strategies used to promote knowledge retention.

• Discover how to leverage continuous support, detailed documentation, and accessible resources to ensure long-term success with CRM systems.

This product training session will focus on using the Groups feature in Liaison EMP to connect specific audiences—like prospective students, applicants, and matriculated students—to your campaigns.

• Attend to explore the EMP Group Builder and its components, including fields and campaign interactions, to help you effectively segment your audience.

• Expect to learn how to apply EMP Groups to enhance your campaign targeting.

• Discover how to use Group Actions to complete tasks efficiently in EMP and streamline your processes.

In this session, attendees will learn how Indiana University of Pennsylvania’s (IUP) University Planning Council scaled up student success efforts to impact all students across the institution. This session will guide attendees through the process of developing a cross-functional strategy for student success by exploring IUP’s university-wide planning approach, which engages multiple campus stakeholders. Attendees will gain insights into setting measurable and attainable goals, launching new infrastructure, and leveraging predictive analytics to make data-informed, systematic changes that support students.

• Attend this session to discover how IUP developed a comprehensive, cross-functional strategy to scale student success efforts across the institution.

• Expect to gain practical insights into setting achievable goals, engaging stakeholders, and using predictive analytics to enhance student support.

• Discover practical strategies for implementing a collaborative, data-driven approach to student success that drives meaningful institutional change.

This session will explore the unique challenge faced by the Alabama Community College System (ACCS), comprised of 24 colleges each with a distinct identity, in executing a cohesive statewide enrollment marketing campaign. Intended for marketing and enrollment professionals, as well as community college administrators, the presentation will showcase how the ACCS collaborated with Liaison to tailor marketing strategies that effectively reached prospective students in the colleges' backyards.

• Attend this session to learn about the innovative approaches and solutions employed by the ACCS and Liaison in marketing individual community colleges to potential students in their immediate regions.

• Expect to gain insights into creating and implementing targeted marketing campaigns.

• Discover the strategies and tools to enhance enrollment marketing efforts in a multi-campus system.

This product training session will focus on the Liaison Centralized Application Service (CAS) application process from the applicant’s perspective to help you enhance your admissions strategies and improve the overall experience.

• Attend to walk through each section of the CAS application and understand how applicants complete it.

• Expect to learn about the latest updates to the Applicant Portal and how they impact the application process.

• Discover common applicant questions and how to address them, along with support resources for both you and your applicants.

This session explores how a newly launched platform, Liaison Living Profile, is transforming enrollment, recruitment, and workforce development by providing students with a centralized space to showcase their achievements and streamline their applications. Living Profile offers a single platform where students can continuously update their profiles—from high school through their careers—highlighting academic achievements, extracurricular activities, and lifelong goals. This innovative approach not only simplifies the application process for students but also enhances institutional outreach and engagement. Attendees will gain insights into how this platform can create significant pipeline opportunities for programs, campuses, state systems, and health professions associations.

• Attend this session to discover how Living Profile can revolutionize your enrollment marketing and recruiting efforts.

• Expect to learn how students can showcase their academic and extracurricular activities, streamlining their application process.

• Discover the impact of this platform on workforce development and how it creates long-term pipeline opportunities across higher education and health professions.

This session will explore how the University of Nebraska Medical Center (UNMC) collaborated with the Liaison Outcomes implementation team to create a connected network of student engagement. By integrating multiple Outcomes instances, UNMC developed a central front door for prospective students while allowing individual schools and programs to maintain separate access for communication and applicant nurturing. Attendees will gain insights into how UNMC leveraged native Outcomes functionality, without requiring technical expertise, to enhance the student funnel, share data, and utilize the Outcomes Student Portal to drive prospects toward applying. Through the lens of their Welcome House, the session will highlight how UNMC prioritized change leadership, data governance, and collaboration to build a successful implementation.

• Attend this session to discover how networking multiple Outcomes instances can streamline communication and engagement across different departments.

• Expect to learn how native Outcomes features, such as the Outcomes Student Portal, can improve your student funnel and data-sharing processes.

• Discover how effective leadership, data governance, and collaboration can support the successful implementation of new systems and processes.

This session will explore firsthand experiences of implementing Liaison TargetX to enhance relationship management. TargetX, a robust CRM platform, offers powerful tools that streamline key processes throughout the student lifecycle. This session will examine how data integrations, automation, and personalized communication can be used to improve recruitment, retention, and alumni engagement. Attendees will learn about challenges, solutions, and the positive impacts of implemented changes on students and institutions.

• Attend this session to learn how implementing TargetX can streamline relationship management throughout the student lifecycle.

• Expect to gain insights into using data integrations, automation, and personalized communication to improve recruitment and retention.

• Discover the challenges and solutions that led to positive outcomes for students and the institution.

This session will conduct a case analysis of Texas universities, exploring how institutions use data to drive structural and systematic changes, rather than just identifying individual students as "at risk." In the era of big data, machine learning, and predictive analytics, public policy increasingly depends on data-driven predictions to tackle resource allocation, accountability, and success in public goods. Education, a central focus of public policy, is particularly complex and multidimensional. In postsecondary education, predictive analytics plays a critical role in promoting student success by enhancing persistence through early alert systems. While traditional early alert systems and logistic regressions are commonly used for student tracking and intervention, using big data to assess institutional effectiveness is a newer approach. Predictive models vary significantly across institutions based on factors like institutional type (e.g., two-year vs. four-year, technical schools vs. online programs), regional context, and resource availability, as datasets and student populations differ. Policymakers and institutional leaders need more insight into how campus-level offices use changes to institutional policies and practices to meet state-mandated accountability for postsecondary success. This session will focus on understanding how faculty, staff, and administrators use data to address institutional challenges, optimize operational effectiveness, and foster an environment that promotes student success.

• Attend this session to understand how predictive analytics can transform institutional practices and improve student outcomes.

• Expect to learn how Texas universities leverage data to make systemic changes that benefit student success.

• Discover the innovative ways faculty, staff, and administrators use data to overcome challenges and enhance operational efficiency.

Join us for a community celebration with exciting activations, craft cocktails and mocktails, and a sampling of local fares. You won't want to miss this gathering of Liaison's powerful leaders, partners, and problem-solvers!

What does it really take to lead a community college or university in today’s complex landscape? In this moderated panel, five distinguished presidents—from public, private, and community institutions—will share firsthand insights into the pressing challenges they navigate daily, from enrollment pressures and financial sustainability to institutional strategy and innovation.

Designed for admissions, marketing, and enrollment operations professionals, this discussion will provide a rare glimpse into the priorities and decision-making processes of higher education’s top leaders. Gain valuable perspectives on how presidential leadership shapes institutional direction and what it means for those driving recruitment, student engagement, and operational success.

This session will delve into Concordia University Texas's innovative approach to restructuring institutional aid to better serve its high-need, minority student population. As a Hispanic-Serving Institution (HSI) in Austin, Texas, the university's high sticker price and increasing discount rate driven by a complex matrix created barriers for students and staff. With the help of Liaison Othot, an advanced analytics and modeling tool, Concordia leveraged historical data to model various scenarios and predict the impact of a tuition restructure. In 2023, they launched “The Right Call” initiative, which increased net tuition revenue (NTR), lowered the discount rate, and improved financial transparency for students while boosting university returns.

• Attend this session to explore Concordia Texas’s journey to transformative tuition restructuring and its impact on students and staff.

• Expect to learn how advanced analytics and modeling tools can be used to predict outcomes and drive strategic initiatives.

• Discover actionable insights on improving financial transparency, increasing NTR, and enhancing institutional aid strategies for long-term success.

This session will share findings from a study of over 500 schools, analyzing the speed, quality, and character of their responses to prospective student inquiries. Attendees will gain a clear understanding of what makes an inquiry response effective, along with best practices and actionable recommendations to optimize inquiry responses and improve enrollment outcomes.

• Attend this session to explore key factors that contribute to an effective inquiry response.

• Expect to learn best practices for improving the speed, quality, and character of your responses to prospective students.

• Discover practical strategies that can enhance your inquiry process and drive better enrollment results.

In this session, attendees will learn how to apply the Business Model Canvas (BMC) to develop innovative and efficient graduate recruitment strategies. As the higher education landscape rapidly evolves, institutions must refine their approach to recruitment to stay competitive. This workshop introduces the BMC, a powerful business planning tool, adapted specifically for the challenges of graduate enrollment. Participants will explore how to use the BMC to design and optimize recruitment strategies that are both cost-effective and impactful. Through hands-on exercises, they will map out key elements such as prospective student value propositions, outreach channels, and relationship-building strategies. The session will also highlight ways to maximize resources, strengthen partnerships, and leverage data for more effective recruitment. Whether experienced in enrollment management or new to graduate admissions, attendees will leave with actionable insights and practical frameworks to enhance their recruitment approach and drive meaningful results.

• Attend this session to learn how to apply the BMC to develop efficient, innovative graduate recruitment strategies.

• Expect to gain insights into aligning value propositions with diverse student needs and optimizing resources for recruitment success.

• Discover actionable strategies and tools to enhance and future-proof your graduate recruitment planning.

This session will highlight how the University of Texas at San Antonio (UTSA) centralized and streamlined graduate admissions using Liaison GradCAS. Learn about UTSA's successful implementation journey, including efforts to secure faculty and staff buy-in, and how first-year data supported the development of streamlined and expedited admission processes with academic partners. Presenters will share challenges encountered during the implementation, the support received from Liaison, and ongoing collaborative projects between Enrollment Operations, Recruitment, and faculty and staff in each of the university's colleges.

• Attend this session to gain insights into UTSA's approach to centralizing graduate admissions with GradCAS and fostering campus-wide collaboration.

• Expect to hear about the challenges, successes, and lessons learned during the implementation process, as well as actionable strategies for streamlining admissions.

• Discover how first-year data and ongoing partnerships can drive continuous improvement and efficiency in graduate admissions processes.

This product training session will highlight the importance of regular audits and targeted cleanup for Liaison TargetX administrators, ensuring a well-maintained and efficient Salesforce environment. Attendees will learn best practices for identifying and addressing data inconsistencies, optimizing system performance, and leveraging TargetX tools to streamline processes. Because when it comes to system management, finding and fixing the “squeaky wheel” is just as important as keeping everything running smoothly.

• Attend to learn the best practices for conducting regular audits to keep your CRM system running smoothly.

• Expect to gain insights on how to check data and storage limits, manage users, and optimize TargetX configurations.

• Discover strategies for effectively handling deadlines, campaigns, and configurations to ensure efficiency in your TargetX environment.

This session will highlight the experiences of a small recruitment team tasked with attracting both undergraduate and graduate students across a variety of programs. The presenters will discuss strategies for maximizing staff resources, from simple solutions, such as using generative AI, to more complex approaches, such as partnering with experts like Liaison, utilizing their Othot and EngineeringCAS tools, and hosting program-specific on-campus events. Presenters will share their successes and challenges, focusing on measuring success beyond traditional metrics like enrollment numbers. Ultimately, the session will emphasize the value of relationship-building, trying new approaches, and measuring success, even in challenging enrollment environments.

• Attend this session to explore strategies for maximizing recruitment efforts with limited resources.

• Expect to learn how to measure success beyond just enrollment numbers and evaluate the impact of new approaches.

• Discover the importance of relationship-building and adapting strategies to thrive in challenging recruitment environments.

This session will explore the vital role state systems play in shaping the higher education landscape and advancing key initiatives. Attendees will hear from two leaders at one of the most dynamic state systems, the Montana University System, as they share how they navigate political dynamics and transform ideas into action with the institutions in Montana. The discussion will provide insights into effective strategies for engaging with state systems and offer practical approaches for driving change within both individual campuses and broader system structures.

• Attend this session to understand how state systems influence higher education and how to navigate those dynamics.

• Expect to gain insights from leaders on turning ideas into practice and overcoming challenges within state systems.

• Discover strategies for effectively engaging with your campus and system to bring about meaningful change.

This product training session will focus on using the Liaison Centralized Application Service (CAS) Configuration Portal to configure programs and deliver clear, relevant information to help applicants successfully complete the application process.

• Attend to define essential elements for your program page in the Program Materials section.

• Expect to learn about common mistakes to avoid in order to attract and motivate applicants to apply.

• Discover key portal functions and how they can enhance your program configuration and applicant experience.

In this session, attendees will explore how the California State University (CSU) system leverages data-driven solutions to address key enrollment challenges. As one of the largest university systems in the nation, CSU’s 23 campuses serve over 450,000 students. This session will highlight the latest initiatives developed in collaboration with Liaison, focusing on strategies to enhance transfer enrollment, streamline direct admissions, and improve student access. A key emphasis will be on how data from Cal State Apply, a Liaison Centralized Application System (CAS), has informed these solutions, driving impactful changes across the system.

• Attend this session to learn about the latest initiatives and solutions developed by CSU in partnership with Liaison.

• Expect to gain insights into how data from Cal State Apply has driven enrollment and admissions solutions for over 450,000 students.

• Discover how these solutions can be adapted to address challenges in transfer enrollment and direct admissions at your institution.

This session will explore the Trailblazer Express Admissions Program, a partnership between the University of North Texas at Dallas, a public regional university, and select high schools that established a “home-grown” direct admissions program. The program is designed to empower underrepresented students by removing barriers in the college application process. The session will examine the program’s design and outcomes, along with both qualitative and quantitative insights. Attendees will have the opportunity to learn from successes and challenges and hear about future plans, including a direct admissions program for transfer students.

• Attend this session to learn how a direct admissions program can help remove barriers for underrepresented students.

• Expect to gain insights from both the successes and challenges of implementing a direct admissions program.

• Discover what’s next for the program, including plans for expanding to transfer students in a year.

This empowering session will discuss the unique challenges faced by women ascending the ranks in higher education. The panel, composed of accomplished women holding VP, C-level, and executive leadership positions across the higher education industry, will share their success stories, valuable lessons they have learned along the way, and strategies for fostering gender equality in executive and leadership positions. This discussion is designed for women at all stages of their higher education careers, from emerging leaders to established executives, and anyone interested in supporting gender equality in the sector.

• Attend this session to gain insights from female leaders on navigating the complexities of career advancement as a woman in higher education.

• Expect to gain practical advice on achieving success, overcoming obstacles, and supporting one another towards greater gender equality in executive and leadership positions.

• Discover tools, networks, and strategies that can empower you and your peers to break through the glass ceiling and shape a more inclusive future for higher education leadership.

This session will highlight how Concordia University Texas fosters a campus-wide recruitment culture by engaging faculty and staff in the recruitment process. In today’s competitive higher education landscape, building connections with prospective students through the campus community is essential. The session will take an in-depth look at the creation of an Admissions Ambassador Program, which empowers faculty and staff to actively participate in recruitment efforts, resulting in higher engagement with prospective students and increased enrollment.

• Attend this session to learn how to cultivate a collaborative recruitment culture that unites your entire campus community.

• Expect to gain insights into the design and implementation of an Admissions Ambassador Program and its impact on student engagement.

• Discover actionable strategies to empower faculty and staff in the recruitment process, driving higher enrollment and stronger student connections.

This session provides a comprehensive understanding of how SMS messaging can enhance communication with students, parents, and other stakeholders. Attendees will explore innovative applications of SMS technology to advance institutional recruitment and engagement goals, navigate the complex landscape of regulatory and compliance issues, and gain insights into emerging SMS communication trends within higher education.

• Attend this session to learn how SMS messaging can be strategically used to strengthen connections with key stakeholders.

• Expect to gain knowledge about regulatory and compliance considerations while exploring creative uses of SMS technology for recruitment and engagement.

• Discover future trends in SMS communication that can keep your institution at the forefront of higher education outreach.

In this session, attendees will gain practical insights into successfully implementing and adopting a CRM system like Liaison TargetX to streamline operations, enhance student engagement, and improve efficiency. Implementing a CRM system is a transformative initiative, but it comes with complex technical and organizational challenges. A successful implementation and adoption require careful planning, resource allocation, and proactive management at every stage. In this engaging panel session, representatives from various institutions will share their experiences, best practices, and lessons learned from their CRM journeys. Attendees will walk away with actionable strategies for overcoming common implementation obstacles and ensuring long-term success.

• Attend this session to hear from experienced institutions about their CRM implementation journeys and the strategies that led to success.

• Expect to gain insights into common implementation challenges and how to overcome them with practical, proven solutions.

• Discover actionable strategies to ensure long-term success with CRM systems and drive organizational efficiency and student engagement.

Please keep an eye out for our activity announcement!

This product training session will explore tips and tricks to optimize your workflow in Liaison EMP.

• Attend to learn how to use Labels, To-Do’s, Triggered To-Do’s, and Goal Setting to bring organization, consistency, and transparency to your process.

• Expect to gain strategies for improving efficiency and organization in EMP.

• Discover tools to help you manage a team of EMP users and create visual dashboards to enhance team collaboration.

This session will explore how University of Florida's Warrington College of Business addressed growing enrollment challenges for their MBA programs by leveraging AI and predictive analytics. After evaluating various tools, Warrington selected Liaison Othot to support their enrollment efforts with AI-driven predictive models. The discussion will cover the decision-making process, the current enrollment landscape for graduate business programs, and a framework for implementing AI tools effectively.

• Attend this session to understand how AI and predictive analytics are transforming graduate enrollment strategies in business education.

• Expect to learn about the decision-making process in selecting Othot and the steps Warrington took for successful implementation and integration.

• Discover a practical framework for adopting AI tools to optimize enrollment processes and drive better outcomes in graduate programs.

In this session, attendees will learn how to create a cohesive social media strategy that blends organic content with paid advertising to engage prospective students and drive enrollments. In today’s digital-first world, social media is more than just a tool—it’s the front door to an institution’s brand. Prospective students often form their first impression of campus culture, values, and community through social media presence. To turn these impressions into meaningful engagement and ultimately drive enrollments, admissions professionals need a strategic approach that balances authentic organic content with effective paid advertising. This session provides actionable insights to help master this balance, creating a seamless path that moves students through the recruitment funnel. Attendees will learn how to use organic content to share their institution’s story and build emotional connections with prospective students while leveraging paid campaigns to expand reach, target specific audiences, and drive conversions.

• Attend this session to explore how to create a cohesive social media strategy that blends organic content with paid advertising.

• Expect to gain practical tips on how to use social media to engage prospective students and move them through the recruitment process.

• Discover strategies for leveraging both organic content and paid campaigns to increase reach, engagement, and conversions.

This session will explore a new era of enrollment management, examining the external forces shaping the future of student enrollment. Attendees will gain insights into emerging challenges and opportunities, as well as the evolving strategies needed to adapt and prepare for the next wave of enrollment. The session will also review the top 10 best practices to consider in overall enrollment strategy and planning. Participants will leave with actionable and implementable tactics to navigate this shifting landscape and stay ahead of challenges.

• Attend this session to explore the external forces shaping the future of enrollment management.

• Expect to learn the top 10 best practices for adapting your enrollment strategy to current trends.

• Discover actionable tactics that can help you navigate and succeed in the changing enrollment landscape.

This session will highlight the power of collaboration within small teams and explore strategies to help navigate complex challenges with effectiveness and ease. If you’re part of a small team, you’ve likely already witnessed the power of collaboration. A visit day with 700 high schoolers and their families visiting campus? No problem! Delayed FAFSA data? Sure, we’ll figure that out (yikes)! Event registration portal crashes the moment registration is supposed to open? Easy! While human power is the most valuable resource for any small team, it is also the most finite. Plus, the challenges we face only intensify, demanding even greater efficiency and agility. At Time2Track, our small team of 9 collaborates daily to assist more than 500 institutional clients with overcoming complex experiential learning challenges. In this session, we’ll delve into how our small team collaborates to make a significant impact in three key areas: project management, communication, and problem-solving. We’ll explore each of these areas with a focus on cross-functional application and practical strategies for you to add to your personal and professional toolkit.

• Attend this session and learn project management strategies that enhance efficiency and organization, enabling your small team to handle high-impact tasks effectively with limited resources.

• Expect to develop communication techniques that improve cross-functional collaboration, keeping team members aligned and responsive to evolving challenges.

• Discover a problem-solving approach that fosters agility and resilience, empowering their teams to address complex issues with confidence and creativity.

This session will examine the landscape of international admissions and how institutions can identify and remove unnecessary barriers for international applicants. Attendees will explore strategies to foster growth in the admissions funnel and learn how tools like the International English Language Testing System (IELTS) score integration with Liaison's Centralized Application Service (CAS) can create a seamless experience for both staff and students. The discussion will highlight ways to streamline processes, save time, and reduce challenges in international admissions.

• Attend this session to learn how to streamline the international admissions process and reduce barriers for applicants.

• Expect to gain insights on using integration tools to enhance the efficiency and experience for both admissions teams and students.

• Discover international student trends and identify opportunities to expand your pipeline.

This session will explore the journey of incremental innovation in digitizing admissions processes for selective entry programs traditionally managed via paper. For institutions undergoing significant change, where faculty buy-in varies across programs, making the leap to a fully integrated online application system can feel overwhelming. Without leadership involvement and the right CRM resources, achieving this vision is challenging. The Occupational Therapy Assistant and Physical Therapist Assistant programs at Spokane Falls Community College (part of Spokane Colleges) successfully transitioned from a paper-based application to a fully CRM-based process in just 24 months by implementing gradual, incremental changes. Attendees will learn how small "stepping stones" helped build momentum, demonstrate success, and secure broader support for expanded digital transformation across other programs.

• Attend this session to learn how gradual changes can lead to successful digital transformation in selective entry programs.

• Expect to gain insights into how small steps can build momentum and increase faculty and leadership buy-in.

• Discover practical strategies for leveraging CRM resources to digitize admissions processes effectively and gain broader support.

In this session, you will learn how the University of Houston College of Pharmacy (UHCoP) implemented Liaison Outcomes as an extension of Liaison WebAdMIT to recruit, review, and engage with applicants. By integrating Outcomes Events and Communication tools into their review process in WebAdMIT, UHCoP built a comprehensive system to manage and interact with prospects and applicants at every stage of the process.

• Attend this session to discover how integrating Outcomes Events and Communication tools can streamline your recruitment and review process.

• Expect to learn how UHCoP created an efficient system to manage applicants and prospects from start to finish.

• Discover strategies for using WebAdMIT and Outcomes tools together to enhance applicant engagement and improve your workflow.

This product training session will focus on customizing the Liaison TargetX Events tool to improve the campus visit experience and enhance student engagement.

• Attend to learn how to track interactions, capture key data, and engage students more effectively during campus visits.

• Expect to gain insights on documenting attendance, tracking student interests, and delivering personalized follow-ups.

• Discover how leveraging these tools can streamline operations and boost enrollment outcomes by enhancing the campus visit experience.

In this session, two innovative higher education system leaders will share how they leveraged and collaborated with Liaison to tackle large-scale challenges across their campuses. By implementing a Liaison Centralized Application Service (CAS), they gained critical data insights that enabled them to move from foundational problem-solving to more advanced, system-wide solutions. The discussion will focus on the progression and process required to develop creative, data-driven strategies that support campus success. Attendees will gain valuable perspectives on how centralized data can drive meaningful change and enhance institutional decision making.

• Attend this session to hear from innovative systems leaders on how implementing a CAS has transformed problem-solving across 39 campuses.

• Expect to gain insights into the process of leveraging data to find creative solutions to common challenges in higher education systems.

• Discover how these leaders moved from initial implementation to next-level problem-solving and how these strategies can be applied to your institution.

This session will explore effective strategies for recruiting adult learners and maximizing outreach efforts. Community college recruiters often face uncertainty about where to focus their efforts, similar to fishing without knowing where to cast their line or if they have the right tools for success. While many recruiters concentrate on high school outreach, the adult learner pool remains an often underutilized opportunity. This session will examine Washington State College of Ohio’s approach to adult recruitment, focusing on how they prepare their recruitment team to target the right demographics, equip them with the best tools, and implement the most effective engagement strategies.

• Attend this session to discover how Washington State College of Ohio successfully targets adult learners with tailored recruitment strategies.

• Expect to learn how to prepare your recruitment team with the right tools and tactics for reaching adult learners.

• Discover actionable strategies to engage and recruit adult students, ensuring your efforts are focused on the most fruitful opportunities.

In this session, attendees will gain insights into emerging trends and strategies shaping graduate enrollment management (GEM). Graduate enrollment leaders are navigating a rapidly evolving landscape driven by shifting audience needs and increasing institutional pressures. This panel of NAGAP leaders will explore key topics, including effective upward communication with executives, innovative forecasting methods, and strategies to address the challenges posed by changing prospect demands. Attendees will leave with actionable strategies and frameworks to tackle these critical issues, ensuring they stay ahead in the dynamic world of GEM.

• Attend this session to hear from NAGAP leaders about the latest trends and strategies shaping GEM.

• Expect to gain insights into effective communication with executives, advanced forecasting techniques, and addressing changing prospect expectations.

• Discover practical frameworks and strategies to successfully navigate the challenges of GEM.

In this session, Oklahoma State University's Institutional Research and Analytics team will share implementation strategies for advisors and other campus partners. Attendees will learn how a multi-platform strategy (Liaison Othot, Slate, CampusLink, etc.) can be used to create actionable insights that support the success of individual students as well as larger student populations.

• Attend this session to discover how a multi-platform strategy can provide actionable insights for student success.

• Expect to gain insights on how advisors and campus partners can utilize data to support individual and group success.

• Discover how to leverage platforms like Othot, Slate, and CampusLink to enhance institutional strategies and outcomes.

This session will explore the innovative concept of “time freeze,” a strategy designed to help colleges stand out in an era where students are overwhelmed by endless choices and short attention spans. By leveraging storytelling, visual cues, and emotion-driven marketing, this approach creates moments that pause the noise and resonate deeply with prospective students. The session will examine how this technique builds authentic connections and makes college branding more memorable. Attendees will gain actionable insights and creative tactics to bring their institution’s message to life, leaving a lasting impression on today’s students.

• Attend this session to explore how the “time freeze” strategy can help your institution stand out in a crowded market.

• Expect to learn how storytelling, visuals, and emotional marketing can create authentic connections with prospective students.

• Discover creative tactics that make your college branding more impactful and memorable.