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Schedule

Monday, November 26

2:00 PM - 7:00 PM

Attendee Check-in at Registration Desk

3:00 PM - 3:50 PM

Speed Networking

This networking opportunity has become an annual kick-off event for the Ed Tech Business Forum. Attendees participate in a rapid-fire, but highly structured meet-and-greet. Share your networking objectives and make quick connections with business prospects for further conversations during the conference.

Hosted by Academic Business Advisors

4:00 PM - 5:20 PM

Innovation Incubator Business Profiles Presentations

Hear the 12 participants of SIIA's Innovation Incubator Program that were selected from a field of 75 applicants.  They will each give a short introduction to their innovative idea, product or service that might be a solution that fits your partnership, acquisition or investment plans. 

After the presentations, Ed Tech Business Forum attendees will vote for the Most Innovative and the Most Likely to Succeed. Those with the highest scores will present Tuesday morning for the final award selection process.  In addition, invited Educators will vote for their Educator's Choice

5:30 PM - 7:00 PM

Innovation Showcase and Welcome Reception

Meet your colleagues and the SIIA Innovation Incubator participants at this opening reception. R&D entities and pre-revenue companies will showcase innovative learning solutions they've developed for the K-12 and postsecondary markets. Especially useful for first-time attendees for meeting the seasoned execs and for all attendees to catch up with colleagues

Tuesday, November 27

7:30 AM - 8:30 AM

Breakfast and Networking

7:30 AM - 4:00 PM

Attendee Check-in at Registration Desk

8:15 AM - 8:30 AM

Welcome and Opening Remarks

Welcome Remarks

Conference Overview

Introductions

Host:

Jeffrey Fromm, Partner, Corporate & Transactions Group, Dorsey and Whitney, LLP

Presenter:

John Richards, President, Consulting Services for Education

Tatiana Sehring, Senior Manager, Corporate & Strategic Relationships, American Public University System

Ken Wasch, President, SIIA

8:30 AM - 9:00 AM

What Do We Really Know about the Seismic Shift in Ed Tech?

We'll look at the current shifts happening within technology companies, education institutions, financial firms, and the developers and providers of education solutions, and how they affect each group.  What do we see as the real disruption and ignition points - and how do they change our business going forward?

Presenter:

Karen Billings, Vice President, Education Division, SIIA

9:00 AM - 9:45 AM

Where Venture Capitalists Are Investing: Ignition Points in EdTech

This panel features venture capitalists actively investing in education in postsecondary, K12, and consumer markets. The format will be an interactive discussion covering the business models these investors believe in, where they see future pockets of opportunity, and what opportunities they have passed on and why. The session will also provide broader market data on which VC firms are investing, and what sectors they appear to be favoring.

Moderator:

Chad Johnson, Managing Director, Cherry Tree & Associates, LLC

Panelists:

Frank Bonsal, General Partner, New Markets Venture Partners

Karen Buckner, Partner and Chief Operating Officer, MK Capital

Josh Cohen, Managing Partner , City Light Capital

Matthew Witheiler, Principal, Flybridge Capital Partners

9:50 AM - 10:20 AM

Innovator Finalists Present

The first of two rounds of presentations by three Innovation Incubator finalists who made the first cut after Monday's voting. Hear the reaction and questions by an invited panel of reviewers.  Note who you think is the ed tech product or service that is "Most Innovative" and "Most Likely to Succeed" so you can vote at the end of the second round.  The awards will be presented at Forum's closing reception at the end of the day.

Reactor:

Shauntel Poulson, Associate Partner, NewSchools Venture Fund

Ron Reed, Principal, SXSWedu

10:20 AM - 10:50 AM

Networking and Refreshment Break

10:50 AM - 11:20 AM

Innovator Finalists Present

The second of two rounds of presentations by the Innovation Incubator finalists who made the first cut after Monday's voting. Hear the reaction and questions by an invited panel of reviewers.  Note who you think is the ed tech product or service that is "Most Innovative" and "Most Likely to Succeed" so you can vote at the end.  The awards will be presented at Forum's closing reception at the end of the day.

Reactor:

John Cammack, Managing Partner, Cammack Associates LLC

Michael Cohn, Vice President, GSV Advisors

Dr. Barbara Kurshan, Executive Director of Academic Innovation , University of Pennsylvania

11:25 AM - 12:10 AM

Who's Buying Whom - and Why? The Latest in the World of M&A

Merger and acquisition activity and transaction values are back to near-peak levels following the Great Recession and valuations.  Ed Tech, in particular, has become a hot area for investors.  What is driving this enthusiasm and will it pay off?  How are the buyers and investors deciding where to place their bets?  Why have major private equity funds and corporations become so excited about Ed Tech?  What types of businesses excites buyers and investors the most and how much are they willing to pay for their deals?   What companies do the buyers and investors think will see the most growth in the transition from print to digital and mobile platforms?

Moderator:

Baran Rosen, President, Whitestone Communications

Panelists:

Atif Filani, Co-Founder and Partner, Renovus Capital Partners

Diana Rhoten, CSO, Amplify

12:15 PM - 12:50 PM

Advice from Key Players: Investing in the Future

After hearing from the financial firms and the start-ups, it's time to hear what the established and successful companies are doing to invest in the future.  How are they changing their investment strategies, business models and sales channels to stay successful during these Seismic Shifts?

Moderator:

Louis Pugliese, Principal, Quantum Thinking

Panelists:

Luyen Chou, Chief Product Officer, K-12 Technology Group, Pearson

David Joseph, SVP, Global Strategic Alliances, Houghton Mifflin Harcourt

Vineet Madan, Senior Vice President, New Ventures & Strategic Services, McGraw-Hill Education

1:00 PM - 2:00 PM

Networking Lunch

2:00 PM - 2:50 PM

Breakout Sessions

Track #1

Distribution in the Era of Consumerization

Who's driving the buying decision during this era of Seismic Change and how does this affect a company's distribution strategies?  Will you change your current focus on the education institution or use of direct reps and the channel, given the growth of student and home purchases of education apps, an increase in mobile solutions and interest in freemium or OER-based models?

Moderator:

Mitchell Weisburgh, Managing Partner, Academic Business Advisors, LLC

Panelists:

Harris Goodman, Director of Sales & Business Development, Late Nite Labs

Charlie Hermes, CEO, YourTeacher

Emma Nothmann, Sr. Director of Partnerships and Business Development, Edmodo

Track #2

Public Private Partnerships That Produce Products and Customers

In times of economic uncertainty, Public/Private partnerships have provided resources for funding that each type of organization might not be able to access alone, doubling potential funding. NFPs may include ESAs, universities, districts, Public Television. The nexus of the public sector's needs and the private sector's goals, where local, state and federal government, as well as foundations, are creating ways to incent cooperation to improve educational in ways that benefit society. This session will explore how this method is currently working, and discuss the parameters under which companies can take advantage of this approach to business growth.

Moderator:

Matthew Cohen, Managing Director, Cohen Strategy Group

Panelists:

Kathy Hurley, Senior Vice President, Strategic Partnerships, Pearson Foundation

Tatiana Sehring, Senior Manager, Corporate & Strategic Relationships, American Public University System

Track #3

Shifts that are Changing How Products are Being Developed

Gartner and others define Nexus technologies as Mobile, Social, Cloud and Big Data, the implications of these and other emergent technologies can and will be transformative for education technology.   At the breakneck pace of change and adoption of these technologies, what strategies and challenges exist with their implementation? Can edtech developers have a single environment in which to create applications for as many form factors as possible? How soon before these technologies deliver on that promise? What are the considerations?

Moderator:

Thomas Squeo, Chief Strategist, Continuum Education

Panelists:

Steve Benfield, Head of Solutions - Software Group, Promethean Inc. (USA)

Jeremy Friedman, CEO and Co-Founder, Schoology

Babur Habib, Co-Founder and CTO, Kno, Inc.

Tim Rogers, Vice President, Software Development, Follett Software Company

2:00 PM - 5:00 PM

One-to-One Business Connections Meetings

One-to-One Business Connections Program arranges discussions between ed tech company senior executives seeking revenue, distribution, and strategic partnership opportunities.  Meetings are scheduled in advance to assure maximum interest and value for all participants.  

Host:

Michael Jay, President, Educational Systemics

3:00 PM - 3:50 PM

Breakout Sessions

Track #1

Forecasts for Education Funding Post- Election

What are the implications of the election results for education funding? Will the budget pressures simply continue because K-12 and higher ed institutions have cut back on spending? Are their places that have funding for the right products and services, and if so what types of products and services are being purchased

Moderator:

Mark Schneiderman, Senior Director, Education Policy, SIIA

Panelists:

Jennifer House, President, RedRock Reports

Cheryl Smith , Vice President, Government Relations, Kaplan Inc.

Reactor:

Anne Wujcik, Education Research Analyst, MDR

Track #2

Demystifying IP - Managing Your Intellectual Property as a Critical Asset

Intellectual property rights – trademarks, copyrights, trade secrets and patents – are (after great people) the key value driver of any educational technology business. Well-protected IP builds value. Poorly protected IP destroys value. Early mistakes can be costly to fix (if fixable), while a well-managed IP portfolio can be used as both a shield and a sword in a competitive market. In this session, you will learn about the four main types of IP, their pros and cons, and how such IP rights are created and protected. This session will also explore how and when IP rights come up in VC and M&A transactions, and what can go wrong or right in the process of negotiating and closing such transactions.

 

Moderator:

Jeffrey Fromm, Partner, Corporate & Transactions Group, Dorsey and Whitney, LLP

Panelists:

Laszlo Kopits, Senior Vice President and General Counsel, Wireless Generation, Inc

Sue Progoff, Partner, Corporate Group, NY & DC Offices, Dorsey & Whitney, LLC

Track #3

Shifts that are Changing How Products are Being Marketed

What are the current business shifts you should consider when building a marketing plan given today's environment?  In this session we will explore  shifts in social marketing, viral marketing, blending media approaches and new technologies.  Each element affects how products earn market attention.  Building sales depends on marketing now more than ever, and understanding general trends, and more specifically, education industry concerns, are vital to the success of those efforts.  Together we'll determine the 10 most important steps to take to be successful in this new landscape. 

Moderator:

Farimah Schuerman, Managing Partner, Academic Business Advisors, LLC

Panelists:

Charlene Blohm, President, C. Blohm & Associates, Inc.

Joana Jebsen, President, O'Donnell Learn

Linda Winter, President/Owner, Winter Group

4:00 PM - 4:50 PM

Breakout Sessions

Track #1

It's All About Mobile Now

Across markets, increasingly 1-1 computing isn't about getting PC's in the hands of every student, but ensuring they have access to anytime, anyplace learning.  The explosion in smartphones, tablets, and other mobile devices is opening up new frontiers with both app and mobile web approaches.  Join the discussion on how to think about digital / mobile development, where to place your OS bets and how best to draw users into your new mobile services.  

 

Moderator:

Nicholas Gaehde, President & Chief Executive Officer, Lexia Learning Systems, Inc.

Panelists:

Martin McKay, Chief Technology Officer, Texthelp Systems, Ltd

Scott Traylor, CEO, Chief KID, 360KID

Brian Vogelsang, Director, Product Management , Qualcomm, Inc.

Track #2

Amazing Stories of Exit Strategies and How They Worked Out for the Seller

Determining an exit strategy is a key and often challenging business decision for many companies.  Substantial growth in revenue and profits come first but to what end? Come learn about the success stories and pros and cons of being acquired by a successful company versus a private equity firm versus going public versus growing options in this current economy.   

Moderator:

Robin Warner, Managing Director, DeSilva + Phillips, LLC

Panelists:

Kenneth Eng, VP, Business Development, Macmillan

Perry Samson, Professor, University of Michigan

Ken Stern, Director, Strategy and Analytics, McGraw-Hill Educatio, The McGraw-Hill Companies

Christine Willig, Senior Vice President/STEM, McGraw-Hill School Education Group

Track #3

Shifts that are Changing How Products are Being Distributed/Sold

Seismic changes stemming from the rise of mobile apps, social networks, and the cloud are affecting the way a company's products are being distributed and sold.  Do distributiors and resellers still have a role? Do your have sales people live on social networks or continue to focus on telemarketing/telesales work?  Learn in this session, what channels are best for your new mobile products, eBooks, or cloud-based products and services.  

Moderator:

Doug Roberts, Vice President, Educational Partnerships, VirtualNerd

Panelists:

Neal Goff, President, Egremont Associates, LLC

Idit Harel Caperton, President, World Wide Workshop

Mark Williams, Vice President Business Development, Kno, Inc.

5:00 PM - 6:30 PM

Closing Reception and Presentation of Innovation Incubator Awards

Join us for one last chance to talk with colleagues, maybe even meet  a few more business contacts. 

Don't miss the presentation of the Innovation Incubator Awards:  Most Innovative and Most Likely to Succeed - and our new award:  Educator's Choice


ETBF Sponsors
ETBF Sponsors

American Public University textHELP eGenio Academic Business Advisors Educational SystemicsARC Capital Development TVTextbook uBoost MMS Education IntelWhitestone MCH Cherry Tree edWeb.net District Administration MCH SAFARI Montage Scholastic Administrator EdNet eSchool Media edWeb.net Scholastic Tech & Learning Turning Technologies Big Deal Media