Explore the insights and resources from Carnegie’s 2025 Slate Summit.

Sessions descriptions can be found below.

2025 Slate Summit

Sessions Descriptions.

Prompting Success: An Innovative Approach to Course Planning

Presented by Allison Beebie, with Lindsey Gibson + Brian Crose from University of Southern Indiana

Interested in migrating course planning into Slate? In this session, learn how the University of Southern Indiana built a seamless Plan of Study process for graduate students, guiding them from first semester to graduation. We’ll demonstrate how to use prompt categorization, conditional logic on forms, and entities to streamline class planning, with a student-facing portal to display planned courses and a faculty portal for responses. We’ll also cover the necessary planning outside of Slate. Whether you’re ready to go paperless or just exploring new Slate capabilities, this session will showcase powerful tools you can use for other processes.

Slate.org Mythbusters

Presented by Sara Mathew, with Julie Kerich + Lara Grieco from The Episcopal Academy

Think Slate.org isn’t for you? Think again. Join this panel session to hear from both college counselors and experienced Slate.org users as we showcase how this powerful platform can elevate your recruitment strategy. From improving collaboration with counselors to enhancing your team’s workflow, discover how Slate.org can streamline your processes and support your recruitment goals. Don’t miss out on learning how Slate.org can transform your approach to college admissions.

Work(Flow)ing Toward Success: Streamlining Major Changes for Student Success

Presented by Allison Beebie, with Alyssa Sellick from University of Virginia Graduate Admissions, and Bailey Raffield from Texas A&M University College Station

Managing program changes and multiple application considerations doesn’t have to be complicated. This session will explore how to streamline major change requests and multi-program reviews using Slate’s workflows, automation, and conditional logic.

Learn how to build a seamless change of major process that keeps students and staff informed every step of the way, ensuring requests are tracked, processed efficiently, and nothing falls through the cracks. We’ll also showcase how workflows can allow students to be considered for multiple programs simultaneously, enabling reviewers to evaluate eligibility for different programs and tailor admissions decisions accordingly.

Join us to see how you can enhance student support, reduce manual work, and optimize your internal processes with the power of automation and workflows.

Optimized & Accessible: Mastering Email Deliverability and Mobile-Friendly Design

Presented by Brett Bieber + Christine Reilly, with Katherine Thomas from Louisiana Tech University, and Clinton Midkiff from Cleveland State University

Reaching your audience is about more than just hitting “send.” In this session, we’ll cover essential strategies to improve email deliverability and optimize messages for mobile devices, ensuring your communications are both effective and engaging.

Learn how to maximize deliverability by setting up DKIM, utilizing message groups, analyzing email statistics, and implementing sending best practices to keep your messages out of spam folders. Then, dive into mobile-responsive design techniques using CSS in Deliver to create emails that adapt seamlessly across devices.

Whether you’re focused on getting emails into inboxes or making them look great once they’re there, this session will equip you with the tools to refine your email strategy and enhance engagement.

Crafting the Perfect Message: A/B Testing Strategies for Higher Ed Emails

Presented by Katie Crotty, with Dylan Gerald from Goucher College

In today’s competitive higher education landscape, effective communication with prospective students is essential. This session offers beginner to intermediate users a practical guide to A/B testing within Slate, focusing on creating impactful email variations and interpreting results to drive engagement and conversions.

Attendees will explore tools, best practices, and real-world examples of A/B tests that highlight how varying approaches can yield meaningful outcomes. The presentation includes a live demonstration of building reports in Slate to measure and analyze A/B testing results effectively. We will also share insights to other mediums, such as digital campaigns, print materials, and websites. Attendees will leave equipped with actionable strategies to enhance their communication efforts across platforms.

The Power of Proximity: Location Based Event Marketing in Slate

Presented by Casey Price, with Alaina Torres Norman from Cal Poly

Let’s be honest – traveling for events isn’t always appealing. Just like a faraway wedding invite might get a polite decline, students may ignore event invitations that feel irrelevant to their location. And with inboxes overflowing, the “unsubscribe” button is always tempting.

This session will equip you with the tools to make your event marketing and location-based communications more relevant and effective.


  • Harness Slate’s capabilities to send targeted event invitations based on precise location.

  • Boost attendance and engagement with hyperlocal marketing strategies.

  • Expand beyond events—apply these tactics to alumni outreach, recruitment, and more.


Leave with practical strategies to implement hyperlocal targeting in Slate and elevate your student engagement efforts.

Watch the recordings.