Wednesday, June 17, 2026
2:00 – 3:15 pm ET

Shift From Transactional to Transformational, Relationship-based Case Management

As institutions face increasing pressure to improve retention, progression, and graduation outcomes, many are confronting a hard truth: traditional advising models that are centered primarily on course scheduling are no longer sufficient. Successfully transition your institution from a transactional advising approach to a transformational, relationship-based case management model supported by Differentiated Care Advising (DCA) and predictive analytics. Gain the necessary insight into both the cultural and operational challenges that accompany this shift including advisor resistance, workload constraints, and the complexity of implementing proactive outreach and how to navigate them effectively.

Join us on June 17, 2026, as our presenter shares a multi-year institutional transformation, highlighting how a redesigned advising structure led to a 25.9% increase in 4-year graduation rates, a 12% increase in first-to-second-year retention, and a significant decline in undeclared students by the end of year two.

Leave with practical tools, implementation strategies, and a clearer path toward building a scalable, student-centered advising model that improves outcomes while supporting advisor capacity and well-being.

Topics Covered

Gain crucial, actionable takeaways that will help you:

• Outline the principles of Differentiated Care Advising (DCA) and assess its advantages and limitations in practice. 
• Define and differentiate between transactional and transformational advising models and articulate the impact of each on student success. 
• Develop a framework for creating and managing advisor caseloads that align with institutional capacity and student needs. 
• Design a proactive outreach plan using a sample calendar of advising interactions across the student lifecycle. 
• Evaluate and adapt a case management advising model to fit your institution’s structure, culture and resources. 
• Identify and prioritize target student populations for proactive, data-informed intervention. 
• Apply a data-informed approach to measuring advisor workload and making the case for sustainable staffing and support. 
  

Presenter

Joe Murray currently serves as the Associate Dean; Undergraduate Studies University Advising Services at Florida Atlantic University in Boca Raton, Florida. He helped to develop and refine the Appreciative Advising Inventory and has been part of a national task force aimed at advancing the concept of Appreciative Advising.
Click here for full bio.

Invite your entire team for one low price!

• Live 75-minute online session with carefully selected expert(s)
  
• Unlimited access for your entire team to view webinar recording for two years (available after live event)
• Materials for your team (handouts, discussion questions, etc.)
• Certificate of completion for each participant
  

Instructions for live webinar access for your group are provided to you immediately upon checkout. Instructions for accessing the on-demand recording will be emailed to you approximately 24 hours following the live webinar. Feel free to contact us at info@paper-clip.com or 1-866-295-0505 with any questions. For information about licensing this webinar for unlimited distribution on your institution’s internal network/server, email info@paper-clip.com.

PaperClip Communications welcomes persons with disabilities to join our webinars. If you anticipate needing an accommodation or have questions about the online access provided, please email info@paper-clip.com at least two weeks in advance of your participation.