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Register now to attend the SIIA Ed Tech Industry Summit & Codie Awards, San Francisco, CA.

Sunday, April 15, 2007

4:30pm - 5:30pm
Education Division Working Group Meetings

5:30pm - 7:00pm
Welcome Reception
Monday, April 16, 2007

7:00am - 8:15am
Registration and Continental Breakfast

8:15am - 8:30am
Welcoming Remarks
Ken Wasch, President, SIIA
8:30am - 9:30am Opening Keynote:
The SPEED of Trust

Stephen MR Covey, CEO, CoveyLink Worldwide

The SPEED of Trust challenges the age-old assumption that trust is merely a soft, social virtue and instead demonstrates that trust is a hard-edged, economic driver—a learnable and measurable skill that makes organizations more profitable, people more promotable, and relationships more energizing. Stephen will speak on trust, leadership performance, and ethics in the world.

9:30am - 10:00am Networking Break
10:00am - 10:15am Welcome and Opening Remarks
Karen Billings, VP Education, SIIA
10:15am - 11:15am Plenary Panel:
Educators Speak Out: How we Leverage 21st Century Tools to Improve Learning in Our Schools

The panelists will address what they perceive as the key instructional and managerial issues their states will face in the next five years such as accountability, teacher shortages, digitization of materials and streamlining of management processes. They will present their states' current efforts, define how they perceive successful usage of technology in 2012, and how technology will address critical educational issues in the coming five years. The panelists will provide perspective on the following questions:
  • What are the key issues that they see technology addressing over the next five years?
  • How do they see technology being used to address the accountability process (portals)?.
  • What new technologies e.g. expert systems for basic skills, video, video streaming should be used
  • To what degree do they see web-based and digitized materials replacing or supplementing print materials.

Moderator:
Eliot Levinson, President, BLE Group
Panelists:
Sheryl Abshire, Supervisor of Technology, Calcasieu Parish, St. Charles, LA
Michael Huffman, Special Assistant to the Comissioner on Technology, Indiana Department of Education
Sharnell Jackson, Chief Learning Officer, Chicago Public Schools, IL
John Porter, Deputy Superintendent, Montgomery County Public Schools, MD

11:15am - 11:30am Networking Break
11:30am - 12:30pm Plenary Panel:
From the Plausible to the Sustainable: Trends versus Business Opportunities in the K-12 and Postsecondary Markets

What defines a trend? Panelists discuss the momentum, or lack thereof, of various emerging or growth areas of K12 and postsecondary education. When will one-to-one arrive in K-12? When will ubiquitous broadband reach US schools and households? Will ed tech funding grow in the next few years? What are the most widely deployed instructional software products used in by teachers and professors? How do we discern water cooler buzz (e.g, "the market for staff development is huge") from reality ("but who's getting any return on investment") And is Podcasting really a new business opportunity?

Moderator:
Ellen Bialo, President, Interactive Educational Systems Design (IESD)
Panelists:
Tom Greaves, Chairman, The Greaves Group
Adam Newman, Managing Vice President, Eduventures
Anne Wujcik, Managing Editor, Heller Reports/QED News Alert

12:30pm - 1:50pm Luncheon & Keynote:
Defining Success in an Open Education Market

Barbara Kurshan, Executive Director, Curriki: Global Education & Learning Community

What does open education really mean? How do you build a community that develops content together, in a trusted AND open way? How do you certify what the community builds? How do you measure what the community builds? And, most important, throughout all of this, is the role of software and the role of the publisher? Dr. Kurshan discusses the increasingly collaborative roles between software and print publishers and the participation of and interaction with the open source community - all key steps to making 21st century curricula a success worldwide and to ultimately eliminating the education divide.

2:00pm - 3:00pm Technical & Development Sales & Marketing
Developing Content for Compatibility: From a Prisoner's Dilemma to Common Digital Formats
How can we help educators access multiple applications from a unified interface, integrate instructional resources seamlessly with teachers' curricula in a way that aligns with state and local standards and has a track record of educational efficacy. What standards are designed to make e-Learning courses compatible with multiple LMSs relevant to K-12 and the vast repositories of resources they want?

Moderator:
Karen Cator, Director, Education Leadership, Apple
Panelists:
Midian Kurland, VP, Technology & Development, Scholastic
Michael Jay, President, Educational Systemics
Liz Prigge, Manager, Editorial Technology, Thomson Business & Professional Publishing

From Direct Mail to Web 2.0 Tools: Reaching Education Customers with the Most Effective Marketing Strategies
How are Web 2.0 tools changing the way that education companies market to K-12 and Postsecondary customers? Does direct mail still work in the age of the Internet? What are the pitfalls of viral marketing? This panel will describe how we can leverage blogs, chats, social networks, RSS feeds and other online tools in our marketing strategies, how to translate new media technologies into PR strategies - and how to make these transitions as smoothly as possible.

Moderator:
Linda Winter, President, The Winter Group
Panelists:
Charlene Blohm, President and CEO, C. Blohm & Associates
Chuck Grant, President, HotMath
Tina Ruppelt, Ruppelt Consulting

3:00pm - 3:30pm Networking Break
3:30pm - 4:30pm Technical & Development Sales & Marketing
Developing and Supporting Innovative Educational Products in the Accountability Era
Is there really a dearth of new innovative ideas coming into the education marketplace? Has the focus on educational achievement and test results stymied innovation? Is it harder to support an innovative product than those we call traditional? Whether we think about new development strategies or new support channels, putting innovation into process and practice is not easy for any company. Panelists with product innovation experience at small and large companies in the education marketplace will address questions such as:
  • How do you become innovative if you're already successful?
  • Do you build products for subscription models any differently than for the one-time sales products?
  • Who are the innovative companies to partner with?
  • It's day 2 of an innovative digital product - you've sold it, now how do you support it?

Moderator:
Mark Stevens, KOL Education Director & GM AOL@SCHOOL, AOL, LLC – Kids, Teens and School Division
Panelists:
Todd Brekhus, Vice President, Product & Market Management, PLATO Learning
Jay Budzik, CTO, Intellext, Inc.
Ed Fish, CEO, ePALS

Evolving Software Sales Models to Meet the Needs of an Internet-driven K-20 Marketplace
"SaaS is not about pricing, just like the internet is not about free"- Andy Flanagan, eschoolmall
The way in which schools, districts and colleges are purchasing software and technology applications is changing dramatically due largely to the rapid expansion of the internet. This panel will look the evolving purchasing models and discuss the characteristics of each. These models include traditional packaged software in which the customer buys and owns the application, the desktop or Enterprise model in which the application is site based, installed on the district's server and licensed to all PC's via the intranet, and Software as a Service Model (Saas) in which the application is accessed solely through the web, and all hardware, software and services are bundled into a total cost shared over many clients. Both Enterprise and SaaS models are licensed and customers can be billed on a monthly, annual or multi-year basis. The panel will also cover financial, product development and operational considerations in moving from an Enterprise model to an SaaS model.

Moderator:
Pat Walkington, President, Pat Walkington Sales and Marketing
Panelists:
Alvin Crawford, SVP, Corporate Marketing and Development, SchoolNet
Lil Kellogg, Vice President, ENA
Jamie Piotti, Chief Executive Officer, Evans Newton Incorporated
Christine Willig, President, Thinkronize, Inc.

4:45pm - 5:45pm President's Panel:
How We Define Success in a Changing Education Market

An informal interview session that promises to be thoughtful and interesting! Join the leaders of our industry as they discuss the education market from their perspective: what trends they see, what challenges they face and what strategies they are developing to meet the market needs five years from now.

Moderator:
Frank Catalano, Senior Vice President Marketing, School Companies, Pearson Education
Panelists:
Steven Dowling, President & CEO, Pearson School Companies
Jonathan D. Harber, Founder, CEO, President, SchoolNet Inc.
Mostafa Mehrabani, President, McGraw-Hill Assessment and Reporting, McGraw-Hill Education, The McGraw-Hill Companies
Mike Morache, CEO, PLATO Learning

6:00pm - 7:30pm Ed Tech Industry Summit Networking Reception
Tuesday, April 17, 2007
7:30am - 8:30am Continental Breakfast
8:30am - 9:30am Keynote Sessoion:
Will Education Have a "Second Life"?

Second Life is a 3-D virtual world that opened in 2003,and is now inhabited by five million people from around the globe. Rather than a game with set goals, residents live, work, and learn in this virtual world. In this past year, some 60 schools and universities have created communities inside Second Life, buying land and building campuses and classrooms to teach courses, offering virtual field trips, provide staff development, and develop on-line educational communities. This panel will describe what it is like to teach, learn, and build your own user-community - from offering "feedback forums' for new product ideas or professional development around your existing products. Hear perspectives from panelists who have first-hand experiences (SL Community developer, media producer and education user) in advancing online teaching methods and developing a new marketplace.

Moderator:
Bruce Wilcox, CEO, Project Inkwell
Speakers:
Claudia L'Amoreaux/Claudia Linden, Education Manager for Second Life, Linden Lab
Laurence F. Johnson, Ph.D., Chief Executive Officer, New Media Consortium (NMC)
Bill Moseley, Professor, Bakersfield College

9:30am - 10:00am Networking Break
10:00am - 11:00am Business & Finance Sales & Marketing
An Overview of Emerging Business Models in Education
What have we learned from the past five years? This panel will explain the industry trends captured by the terms Web 2.0, SaaS, open source, free-to-fee, and subscription model. Are these models working? Will they impact the education technology industry positively or negatively? Industry executives that have pioneered these business models will share:
  • How their company's business model was transformed from a one-time purchase of physical goods (software, curriculum, CDs, legal volumes, etc.) into a recurring subscription model;.
  • How adoption of open source platforms and products affected their markets;.
  • How to decide whether to sell a platform or give it away free in order to generate advertising or e-commerce revenues;.
  • How the transition from print to digital content is changing the landscape.
The executives on this panel will discuss the various revenue options available today and what each learned in implementing these new strategies. They will offer predictions about the prospects for a new 'iTunes', 'Salesforce.com', or 'LexisNexis' in the education technology industry. They will prognosticate whether the traditional publishers will win again, or whether small innovative start-ups can change the playing filed and take the lead.

Moderator:
Ralph Protsik, Managing Director, Boston Search Group Panelists:
Iwan Streichenberger, Industry Consultant, Former President Edusoft/Houghton Mifflin
Edward Fields, CEO, Hotchalk, Inc
Roger Stark, CEO and Founder, Learning Enhancement Corp
Patrick Vaughn, Business Development Manager, ITN Source

When Will Educational Games & Simulations be a Successful Business?
Digital-based games and simulations are appealing to students, but they can also be valuable tools for teaching, testing, and professional development. In this session, a panel of game developers will share how educators are justifying the purchase and use of computer games in this era of accountability. They will discuss where games fit into today's classroom, the purchasing barriers in the K-20 markets and the path to profitability for companies interested in this space. Topics will include:
  • What's the sweet spot in the market?
  • Myths about games in education and how they could lead a business astray.
  • Who is buying, why are they buying, and how might that change in the next 5 years?
  • How do you market and sell games successfully in the education market?
  • Are there unique development and implementation issues for gaming?
  • What's on the horizon?
Moderator:
Doug Stein, Vice President, Development, Learning.com
Panelists:
Ntiedo Etuk, Chief Executive Officer, Tabula Digita
David Martz, Vice President, Sales, Muzzy Lane
Jeremy Poisson, eMedia Editor, Behrman House
Lee Wilson, Principal, Headway Strategies
11:00am - 11:30am Networking Break
11:30am - 12:30pm Business & Finance Sales & Marketing
Let's Get Granular: How These Emerging Business Models Really Work
Adopting a model and implementing it are two different animals. This panel will give a group of senior executives a chance to share their trials and tribulations in pioneering, or adapting to, these new business models. A company may suffer by changing too early or too late, too fast or too slow, too much or not enough. Learn from these pioneers how your company can profit from the current state of 'creative destruction'. They will share with you:
  • The key business metrics that you must monitor in order to time and implement a change in your business model.
  • How companies should evaluate customer acquisition costs, churn and lifetime value, as well as product lifecycle and new product investment.
  • How to compensate your sales force to combine long-term potential and short-term revenue goals.
  • How traditional 'cost centers' such as customer and technical support help drive success under emerging business models.
Sample performance dashboards and compensation programs will be distributed to attendees to facilitate the discussion and serve as take-aways that can be applied to your own business.

Moderator:
Craig Powell, President and Founder, ConnectEdu
Panelist:
Kevin Custer, ARC CD

Renewing Public Support for Education Technology so Everyone Wins
The use of education technology has grown tremendously in the past 20 years, but public support and funding has seemingly waned in recent years. Do parents, school boards, and legislators believe that the 'job is done' because there are more computers in the schools and they are connected through the E-Rate? What do we know about building public support? The session will address the education views and goals of parents and public officials. SIIA members will gain a better understanding of how educational technologies are best considered in the public discourse shaping education policies and practices across the nation.

Moderator:
Mark Schneiderman, Director, Education Policy, SIIA
Panelists:
Donna Gent, Senior Vice President, Practice Director - Education, National Strategies Inc.
Bill Jackson, Founder, President and Chief Executive Officer, GreatSchools
Dr. Kurt A. Steinhaus, Education Policy Advisor, Office of Governor Bill Richardson, New Mexico And President, International Society for Technology in Education (ISTE)

12:30pm - 1:30pm Luncheon & Keynote:
The Educational Imperative for Innovation America
Janet Napolitano, Governor of Arizona

Governor Napolitano will share her views of the state of education and workforce preparedness in Arizona and around the nation, and the need for innovation in our schools as part of a broader agenda for the nation’s competitiveness in a global economy. Governor Napolitano will discuss both her education and economic development initiatives in Arizona, and her Innovation America agenda as chair of the National Governors Association. She will address how our educational practices and policies should evolve in the 21st century, including the role of technology and e-learning.

1:30pm - 2:30pm Business & Finance Sales & Marketing
How Investors View These Changes: Which Models Are Most Fundable and Which Have the Best Reward-to-Risk Profiles?
Investors are flocking back to the industry and seem to like these emerging models. They are particularly attracted to new products and new business models that can cause 'market dislocation'. And they like backing management teams that have the ability both to innovate and manage change, while building a solid infrastructure that can thrive over the long-term. Now that you know more about the evolving business models and how to implement them successfully, this panel of leading venture capital and private equity investors will explore:
  • Strategies for acquiring growth capital for companies in the midst of business model transformation.
  • The impact (positive or negative) that these new business models are having on company valuations.
  • How the investment terms have changed based on past experience with these new business models.
  • When and how investors expect to exit their investment, either through a public offering or an M&A transaction.
  • How companies should decide whether private equity capital is appropriate for them and, if so, how to find the right investors and build the right relationship with them over time.
This panel will offer a rare opportunity to learn how investment capital can help your company succeed in the changing business environment, while helping you recognize the risks of taking on too little or too much capital, or the wrong type of capital, as you strive to meet your own business objectives.

Moderator:
Trace A. Urdan, Managing Director, Signal Hill Capital Group, LLC
Panelists:
Mark DeFusco, Managing Director, Berkery, Noyes & Co., LLC
Jeffrey Fromm, Partner, Corporate & Securities Group, Eiseman Levine, Lehrhaupt & Kakoyiannis, P.C.
Joanne Weiss, Partner and COO, NewSchools Venture Fund

Can Professional Development Really Be a Successful Business?
Professional development among K-20 educators and administrators is critical to effective purchase and implementation of our products. Who should develop and sell these professional development (PD) products and services? Many companies either focus on PD as their core business or they have a division responsible for it. Some are merging PD with instructional and assessment solutions. But, is anyone making a profit from this business? This panel will discuss some key questions related to this growing business:
  • What products and services are out there now and who are the providers offering them?
  • How are these products and services sold?
  • Can it become a national business or does it need to stay regional?
  • How do professional development provide make any money?
  • Should companies outsource it or - or develop it in house?

Moderator:
Tim Lum, Director, Marketing, PBS TeacherLine
Panelists:
Dzana Homan, Presdident and CEO, FutureKids
Joan Kowal, Superintendent in Residence, Nova Southeastern University
Jane Lockett, Senior Vice Presidnet, SchoolNet, Inc

2:30pm - 3:00pm Networking Break
3:00pm Business & Finance Sales & Marketing
One-to-One Business Connections Meetings (ends 4:30pm)

Host:
Michael Jay, President, Educational Systemics

Taking on the World: Voices of Experience in the International Markets (ends 4:00pm)
When looking for growth opportunities, the world is calling. International expansion makes perfect sense … or does it? Will your U.S. model get you where you want to go? Fasten your seat belts and hear veterans of international expansion give you candid insights about what works, what doesn't and why. Hear their strategies, share their experiences, and listen to the lessons they've learned firsthand.

Moderator:
Mona Westhaver, President and Co-Founder, Inspiration Software
Panelists:
Michael Ross, SVP & Education GM, Encyclopaedia Britannica
Bill Kelly, Chief Executive Officer, learning.com
Dr. Richard T. Hezel, President and Founder, Hezel Associates

4:00pm - 5:00pm Education Division Committee and Working Group Meetings
5:00pm - 6:30pm Education Division Codie Awards Program and Reception
6:30pm - 12:00am Codie Awards Gala
Sponsored by Deloitte