Strategic Enrollment Management Summit

Fall 2024

Dec. 4, 8:45 a.m. - 2:30 p.m. | PAC (Pavilion, Lobby, Gallery & Founders Room)

We look forward to seeing you at our fall, conference-style summit! Please review the session information below, and after clicking "Register for the Summit," you’ll be able to select the sessions you’d like to attend from an à la carte menu. Please note: PAC locations for breakout sessions will be assigned closer to the summit, session attendance is required to register for lunch, if you register for workshops please bring your laptop.

Coffee and Social


8:459 a.m.

Gather, enjoy coffee, chat and find seats for general welcome.

Welcome and Introduction: Pavilion


9:1010 a.m. 

Join us for an update on all things enrollment. Learn more about the division's goals and plans, where we are with Data Governance and why it matters.

Terrance Harris, Vice President

Breakout Session 1


10:10 – 11 a.m

Demystifying Transfer Admissions


Lead/Host: Recruitment/Admissions
Location: Pavilion

This session provides a comprehensive overview of transfer admissions at Cal Poly, offering insights into the admissions process, key deadlines, selection requirements, and applicant pool statistics. Discover how selection criteria shape the transfer applicant pool and influence admission decisions. Attendees will also gain valuable knowledge about a transfer analysis tool for evaluating the coursework that a department has added to the selection criteria.

Melissa Furlong, Exec. Dir. of Admissions and Enrollment Development 
Josh Michelsen, Assoc. Dir. of Admissions and Recruitment 
Abigail Haskell, Data Analyst

Federal Work Study


Lead/Host: Financial Aid
Location: The Gallery

Departments with a Federal Work-Study (FWS) student pay only 25 cents of every dollar earned, which is significant savings to your budget. This session will discuss FWS, how it is awarded, how you identify which students have the award, and how you hire and track FWS students.

Gerrie Hatten, Exec. Dir. of Financial aid

All Things Grading


Lead/Host: Office of the Registrar
Location: PAC Lobby

In this presentation, we’ll talk about grade rosters, types of grades and some common misconceptions, and the grade change process, followed by a Q/A session.

Maureen Muller, Associate Registrar
Bond Allen, Assistant Registrar

Workshop: Intro. to Institutional Research & the Persistence Dashboard


Lead/Host: Institutional Research
Location: Founders Room 

Explore the wealth of data available through the IR website! This session offers a brief tour of accessible reports, followed by an in-depth look at the exclusive Persistence & Graduation PolyData dashboard for faculty and staff. Bring your laptop and learn how to access key data and gain insights into student persistence.

Mauricio Saavedra, Exec. Dir. for Institutional Research 
Rob Fitler, Sr. Research Analyst
Ray Flores, Data Analyst

Breakout Session 2


11:10noon

Admissions Unplugged: Navigating Data, Yielding Laughs and Selecting the Best


Lead/Host: Recruitment/Admissions
Location: Pavilion

Join us for "Admissions Unplugged," where we’ll tackle the serious business of data while keeping the laughs coming! We’ll explore how to select the best candidates and boost yield, all without losing our sense of humor (or our minds)!

Annie Keith, Dir. of Data Systems

Helping Students with Enrollment: How to Navigate the Tools and Common Errors


Lead/Host: Office of the Registrar
Location: PAC Lobby

Registration tools (Schedule Builder, Degree Planner, CX), common registration issues, waitlisting, permission numbers, PERC process, reserve capacities, and more.

Bond Allen, Assistant Registrar 
Daniel Parsons, Associate Registrar

Meet the Regional Admissions Team


Lead/Host: Recruitment/Admissions
Location: Balcony

Did you know the Cal Poly Admissions Office has regional admission managers who work remotely around the country? We invite you to meet them and learn more about their roles. They will be sharing about the upcoming Bridges to Paradise fly-in program which allows out-of-state high school counselors to have a first-hand experience on campus to help them as they advise their students about Cal Poly. Our regional managers will also share about the Spring Welcome Events they have planned in their respective territories to welcome admitted students and their supporters looking to join us for Fall of 2025. We hope you will join us for this great networking opportunity!

Ashley Anderson: Based in Indiana
Sarah Makar: Based in Oregon
Kenneth Oliver: Based in Texas
Leann Schmitz: Based in Colorado

Unlocking the Data Cookbook Workshop: A Step-by-Step Guide to Submitting Requests


Lead/Host: Institutional Research
Location: Founders Room

Discover how to navigate the Data Cookbook with IR! This session will guide you through the process of submitting a Data Cookbook Request, including key areas like Functional Areas, Security Classification Levels, required fields, technical documentation, and more.

Meghna Taneja, Data Analyst
Gary Glasspool, Sr. Data Analyst
Taylor Takanishi, Data Analyst

Lunch: 12 – 1 p.m.


Lead/Host: Mr Pickles
Location: Pick up your lunch in the PAC Lobby and enjoy in the Lobby,  Plaza or in the Pavilion

Pick out your selection when registering. 

  • House Salad: Lettuce, Onions, Tomato, Cucumbers, Pepperoncinis, Carrots, choice of Dressing
  • Big Jake: Turkey Breast, Cream Cheese, Avocado, Mayonnaise, Mustard, Garlic Sauce, Tomato, Onion, Pickle, Pepperoncini, Lettuce
  • Goomba Ham: Capicola, Pepperoni, Salami, Provolone, Red Wine Vinegar, Tomato, Onion, Pickle, Pepperoncini, Lettuce
  • Veggie Pestoli: Pesto Aioli, Cucumbers, Avocado, Red Bell Peppers, Tomato, Onion, Pickle, Pepperoncini, Lettuce, & Cheddar

Afternoon Main Session: Pavilion


1 – 1:30 p.m.

Connecting Enrollment with Budget

Learn about the State, CSU and campus budget processes and how these are tied to our enrollment goals. Included will be a review of the progress our campus has made and the strategies we are pursuing as part of our strategic enrollment planning.  

Joe Borzellino, Assoc. Vice President

Breakout Session 3


1:402:30 p.m.

Shining Together with Slate


Lead/Host: Office of Data Management
Location: Pavilion

Join us for "Shining Together with Slate," where we'll explore what’s happening with Slate why it matters. Learn from various Slate team members about tours, events, data, communications and more because, when Slate shines, we all shine.

Alaina Torres Norman, CRM Lead 
Zack Reed, Enrollment Engagement Specialist 
Colleen Kasel, Assist. Dir. Marketing and Communications 

Office of the Registrar: Forms and Emails


Lead/Host: Office of the Registrar
Location: PAC Lobby

In this session, we’ll review the most used forms by students, the purpose of each form, their deadlines, and what goes into processing them. We’ll also talk about our communications to the campus, their audience, and the timelines that govern them.

Helen Bailey, Associate Registrar
Sarah Horne, System Analyst 

Scholarships, Stipends and how they Support Our Students


Lead/Host: Financial Aid: scholarships and special programs
Location: The Gallery

Our Scholarship system is changing. Get the scoop on the new look and plans for 25/26 scholarship selection.

Applying for grants or other program funding to support students? Find out how financial aid is involved, how we can help you, and when you should include us in your planning.

Delfina Medina, Assistant Director for Scholarships
Brandon Steiler, Scholarship Analyst

Drop-in Workshop: Ask Us Anything 


Lead/Host: Joe Borzellino
Location: Founders Room

From unanswered questions about the Data Cookbook and the IR website to anything data related, this workshop's focus truly is, “bring your laptop and ask us anything.”