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Transfer Planning

Call to Action

Unlock the Power of Transfer Planning

Be it complex articulation rules, manual transcript reviews, or siloed systems, partner institutions have long struggled to operationalize transfer effectively.

Interoperable, proactive transfer planning makes all the difference, by…

  • Reading, understanding, and unifying academic requirements across multiple Degree Audit systems 
  • Auto articulating student academic records from across multiple SIS systems

Ensuring students — and their advisors — always have visibility into how completed and planned courses map to the degree requirements at their desired transfer institution.

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Testimonial: Eric Fotheringham
Transfer Student success Transfer Student success

“The outcome is a frictionless transfer process that breaks silos and creates real interoperability amongst partner institutions. It’s not just about knowing that credits will transfer. It’s knowing exactly how.”

Eric Fotheringham
Assistant Vice President for Transfer Student Partnerships The University of North Carolina System

Welcome to an Ecosystem Where All Stakeholders Win

Frequently Asked Questions

Students

  • Pick the “right” courses that will transfer well  
  • Graduate on time and with fewer lost credits  
  • Earn more credentials via reverse transfer awards  

Community Colleges

  • Bolster reverse transfer awards sans manual work
  • Enhance transfer advising quality and effectiveness
  • Pave the path for students to graduate on time
Call to action

4-Year Institutions

  • Enroll more students from feeder institutions
  • Retain students who have transferred with confidence
  • Increase degree attainment, plus reverse transfer awards
Call to action

Systems & States

  • Maximize credential attainment for state goals
  • Minimize wasted credits that are state subsidized
  • Identify opportunities to optimize course offerings
Call to action
Call to action
Successful Transfer Students Achieving Degrees Successful Transfer Students Achieving Degrees

Fayetteville Technical Community College identified 190 eligible students, awarding them credentials they had already earned and instantly boosting institutional completion outcomes.​ 

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Vince Burkett

Vince Burkett

Board Member

Vince has been a member of the Board of Directors since November 2024. He joined Vista Equity Partners in 2011 and is a member of Vista Equity Partners Perennial Fund, the firm's permanent capital investment fund, and is a member of Vista's Private Equity Management Committee. Before joining Vista, Vince was the Executive Chairman and Chief Executive Officer of Ventyx (formerly a Vista company), which is a leading business solutions provider offering software, data and advisory services. Prior to Ventyx, Vince was a Managing Director at Alvarez and Marsal Business Consulting and Co-Founder and Chief Executive Officer of SourceNet Solutions (formerly a Vista company). He holds a BBA in accounting from Texas A&M University, where he graduated magna cum laude.

Jim Hickey

Jim Hickey

Board Member

Jim has been a member of the Board of Directors since September 2021. He joined Vista Equity Partners in 2008 and is currently Co-Head of Vista Equity Partners Perennial Fund, the firm's permanent capital investment fund, and is a member of its Investment Committee. Prior to joining Vista, Jim spent 25 years at William Blair & Company, including 14 years heading up the technology investment banking practice and 11 years as an equity research analyst following the technology section. He earning his B.A. in Economics with honors from Williams College and his M.B.A. from the Graduate School of Business, University of Chicago.

Jamie Ford

Jamie Ford

Board Member

Jamie has been a member of the Board of Directors since May 2022. He joined Vista Equity Partners in 2000. He is currently a Co-Head of Vista Equity Partners Perennial Fund, the firm's permanent capital investment fund, and is a member of its Investment Committee. Previously, he served as Vista's Chief Operating Officer and as President of Vista Credit Partners and Vista Public Strategies. He graduated magna cum laude with a BA in economics from Amherst College.

Lee Kirschbaum

Lee Kirschbaum

Board Member

Lee has been a member of the Board of Directors since November 2024. He is a Managing Director on the Blackstone Operating Team and the lead Operating Executive for Blackstone's Private Equity investments in the technology sector. Before joining Blackstone, Lee served as Executive Vice President, Fraud, Communications and Contact Center Solutions at TransUnion. He holds a BA in Economics from the University of Chicago, where he graduated with honors, and an MBA from Columbia Business School.

Eli Nagler

Eli Nagler

Board Member

Eli has been a member of the Board of Directors since September 2021. He is a Senior Managing Director at Blackstone in the Private Equity Group, where he leads investments in the Technology and Financial Services sectors. He currently serves as a Director of IntraFi, Paysafe, Renaissance Learning, Sphera, Citrin Cooperman, and Enverus. Eli received an AB magna cum laude from Harvard College and an MBA with distinction from Harvard Business School, where he graduated as a John L. Loeb Fellow.