February 24, 2003
6:30 - 8:00 pm
Princeton/Columbia Club, NYC
NYNMA's Education Special Interest Group
As a special bonus to the SIIA Education Venture Forum, you are invited to join us (at no extra charge) on February 24th at the launch of NYNMA's Education Special Interest Group. Hear a presentation by Andy Rosen, President & COO of Kaplan, Inc. Learn how Kaplan leveraged technology to grow from a test prep company to an educational conglomerate. To register for the NYNMA Education SIG at no charge, send a confirming email to zkazmi@nynma.org or call Zainab Kazmi at 212-785-7898 ext 227.
Pre-registration by Feb 21 required. NYNMA's Education SIG Fees: NYNMA Members $35; Non-NYNMA Members $50. SIIA Education Venture Forum Attendees attend for no additional fee.
Keynote:
Andy Rosen, President & COO, Kaplan, Inc.
February 25, 2003
8:00-8:30am
Registration/Continental Breakfast
8:30-8:45am
Welcome and Conference Opening
8:45-10:00am
Capital Markets Impact - Financial and Industry Analyst Views
Join leading financial and industry analysts for an interactive discussion of the key segments of the education technology market -- K-12 and higher education. Learn how companies in these segments have overcome challenges of 2001 and 2002, and get a window into emerging trends of 2003.
Moderator:
Jeffrey Fromm, KnowledgeQuest Education Group
Panelists:
Jeff Silber, Gerard Klauer Mattison
Trace Urdan, ThinkEquity Partners
Jerry Herman, Legg Mason
10:00-10:15am
Coffee Break
10:15-11:30am
Investment Capital - Strategic and Private Equity Perspectives
2002 was a year of retreating and regrouping for many venture capitalists. Yet a number of venture capitalists remain bullish on certain segments of the education market and are actively searching for new investment opportunities. Our panel of leading venture capitalists and corporate venture investors will offer their views about the different market segments and the types of opportunities they seek. Learn what makes one company stand out from another.
Moderator:
Michael Sandler; Eduventures and EIG Advisors
Panelists:
Andy Kaplan, QuadVentures
Yaron Eitan, SCP Private Equity
11:30-12:45pm
Building, Financing and Exiting Successful Businesses
Over the last two years, many companies have been acquired or gone out of business. 2003 is expected to be a year of ongoing consolidation and thinning out. This panel will explore the trends in consolidation in the various market segments, and will offer predictions about how M&A will change the shape of the market over the next year. Investors and companies alike will benefit our experts' insights into the evolving contour of the education technology marketplace.
Moderator:
Marty Maleska, Veronis Suhler Stevenson
Panelists:
Rick Abrams, Tom Snyder Productions, a Scholastic Company
Kevin McAliley, President, Triumph Learning (Haights Cross)
Jon Mattson, DB Capital
Kathleen Thomas, VSS
Charlie Duell, Scholastic Inc.
1:00-2:15pm
Lunch & Keynote
Peter Jovanovich, Chief Executive Officer, Pearson Education
2:30-5:00pm
1-1 Business Connections
We're bringing together companies seeking capital or strategic partnerships with leading venture investors, strategic investors, publishers, and other sources of capital or revenue. Meet 1-1 with companies such as QuadVentures, Core Learning Group, SCP Private Equity, Education Entrepreneurs Fund & New American Schools, McGraw-Hill Education, Scholastic, Inc, Pearson Education, Plato Learning, Kaplan, Inc.
2:30-5:00pm
Practical Workshops
New this year! Attend a set of workshops on a range of practical topics designed to help your company be mores successful. During this period there will be 8 total sessions with two workshops running concurrently. The workshop sessions will present targeted learning opportunities. Presenters and their topics are:
- Lee Wilson, Headway Strategies, "A Focused Plan is a Winning Plan"
- Linda Winter, The Winter Group, "Frames of Reference: Integrating Customer Feedback into Education Marketing Programs"
- Ken Marlin & Courtney Wood, Marlin & Associates, "Oh Where, Oh Where Can Liquidity Be Found?"
- Gerry Bogatz & Cathy Windland, Marketing Works, Inc "A Customer-centric Approach to Marketing and Selling to Schools and Libraries"
- Wayne D. Jones and Frank San Felice, JPS Solutions, LLC "Grant Development Strategies for Private Sector Companies"
- Bruce Nelson, KnowledgeQuest Education Group, "Five Keys to Creating Successful Alliances
- John Meeker, Meeker & Associates and John Weiss, Weiss & Associates "Many Candidates; Many Problems"
- Gail Berritt, Law Offices of Gail J. Berritt, "Protecting your Trade Secrets with Employees, Consultants and Others"
- Dr. Jay Sivin-Kachala, IESD and Dr. Kimberly Hambrick, AEL, "Scientifically-based Research: A Guide for Publishers and Funders"
5:00-7:00pm
Reception
Network and enjoy the company of your colleagues.