HolonIQ 'Back to School' Summit

New York | Sep 6-7, 2023. Where education, technology and finance converge.

Agenda
Agenda
2024 Summit Open Now
2024 Summit Open Now

Global Leadership Summit

The 2023 HolonIQ 'Back to School' Summit will take place on September 6-7, 2023 in New York City. The Summit provides the ideas, insights and connections to formulate successful strategies and partnerships, capitalize on technological change and inspires public and private leaders to transform the way the world learns. The 2023 event is an invitation-only leadership summit, and will bring together 200 CEO’s and influential leaders from leading companies, major institutional investors, and global foundations for two days of presentations, roundtable sessions and private meetings.

The summit will include a main innovation track for institutions and companies powering the future of education, a special foundation track for philanthropic, foundation and impact investors funding and advancing innovation in learning and teaching and a boardroom track for special topic deep dives such as Generative AI, Labor Analytics, Green Jobs and Green Economy, Healthcare, Regulatory Updates and more.

If you’re interested in getting involved, please email summits@holoniq.com or join the conversation using #HolonIQSummits

Unable to join us this year? Save the date for future 'Back to School' summits on September 11-12, 2024 and September 10-11, 2025.

2024 'Back to School' Summit

Registration is now open for the 2024 Summit

Explore 2024 Summit
Explore 2024 Summit
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Agenda

The agenda is developing as leaders register and confirm attendance. The final agenda will be confirmed late July, the outline below is subject to change until then. Each week, sessions and speakers will be added as they are confirmed.

Sep 6, 2023 1:30 PM
Registration and Networking
Sep 6, 2023 1:45 PM
Summit Overview
An informal welcome and briefing on HolonIQ’s 2023 ‘Back to School’ and 4th Annual Leadership Summit. We’ll share the agenda in detail and highlight key sessions of interest as well as instructions on making the most of networking opportunities.
Sep 6, 2023 2:00 PM
Education in 2030. Growth Drivers, Trends, Risks and Opportunities
HolonIQ's signature interactive and data-driven briefing on the global education economy. Kick off the event with a vision of the future. Join HolonIQ's CEOs on a journey to envision the exciting possibilities and challenges that lie ahead in education by the year 2030. Explore groundbreaking trends, innovative technologies, and transformative learning models that will shape the future of education.
Maria Spies
Co-CEO at HolonIQ
Patrick Brothers
Co-CEO at HolonIQ
Sep 6, 2023 3:00 PM
Global Student Flows and the Impact of International Education
8.5 million students, representing more than $400B in annual direct expenditure, will travel to study outside their home market by 2030. The US is the world’s leading study destination for international students and post pandemic, is growing rapidly to once again reach the 1 million student mark.
Allan E. Goodman
CEO at the Institute of International Education
Tom Dretler
CEO & Co-Founder at Shorelight Education
Maria Spies
Co-CEO at HolonIQ
Sep 6, 2023 3:00 PM
Mapping $100B of grants and giving
Private foundations, which have invested over $100 billion in grants and ventures with education attracting the majority of that funding. This session explores HolonIQ's analysis of foundation investment and grant giving, highlighting the collective impact of philanthropic organizations. Discover the trends, opportunities and challenges for foundations and discuss strategies for the next wave of impact.
Meg Hamel
Vice President, Education at HolonIQ
Patrick Brothers
Co-CEO at HolonIQ
Sep 6, 2023 3:30 PM
K12 Regulatory and Policy Briefing
Boardroom Briefing
Anna Edwards
Chief Advocacy Officer and Co-Founder at Whiteboard Advisors
Ben Wallerstein
CEO & Co-Founder at Whiteboard Advisors
Sep 6, 2023 3:30 PM
Masterclass. Data meets GenAI: Turning data into education intelligence
Without data maturity, the transformative powers of new analytics and GenAI tools will be limited. Deeply understanding your data can directly influence a learner’s performance and engagement. In this session, we'll discuss how a unified data strategy can unlock realtime and predictive insights in education while future-proofing your company data assets.
Chris Hein
Director of Customer Engineer, Google Public Sector
Charles Elliott
Field CTO for Education at Google Public Sector
Sep 6, 2023 3:30 PM
US Higher Education. Past, present and future - the changing post secondary landscape
A fireside chat with Ted Mitchell, President of the American Council on Education on the key issues, challenges and opportunities facing US Higher Education in achieving major economic and social outcomes, where policy and capital might be focused and what it will take to ‘move the needle’.
Ted Mitchell
President at American Council on Education
Maria Spies
Co-CEO at HolonIQ
Sep 6, 2023 4:00 PM
Beyond a Powerful Prompt: Decoding the Power and Ethics of AI in Education
Engage in a thought-provoking discussion surrounding the promises, considerations, and ethics of education's latest disruptor. Here from the US Dept of Education about the latest research, frameworks, and regulatory measures that support responsible AI adoption and development.
Kristina Ishmael
Deputy Director, at the Office of Ed Tech, US Department of Education
Meg Hamel
Vice President, Education at HolonIQ
Sep 6, 2023 4:00 PM
Learning at Every Step
Jamie Candee
CEO at Edmentum
James J. Rhyu
CEO at Stride
Maurice Bakley
Publisher at Education Week
Sep 6, 2023 4:00 PM
Masterclass. Building a GenAI education solution in 20 mins
Generative AI is poised to usher in a new wave of interactive, multimodal experiences that transform how educators and learners interact with content and one another. In this session, we'll show you how to harness the power of decades of Google research, innovation, and investment in AI to generate text, images, code, videos, audio, and more. Our live demo will show how our ready-made products can help your technical and non-technical teams build a working GenAI solution in less than 20 minutes from scratch. At the end, we'll also share a few key education GenAI use cases and tools that can inform and accelerate your product strategy.
Amina Al Sherif
Practice Lead for AI/ML Google Public Sector
Chris Hein
Director of Customer Engineer, Google Public Sector
Sep 6, 2023 4:30 PM
ExecOnline. Fireside Chat. Focus on Leadership
Stephen Bailey
Co-Founder and CEO of ExecOnline
Patrick Brothers
Co-CEO at HolonIQ
Sep 6, 2023 4:30 PM
Masterclass. Bringing GenAI to education using Google Cloud learning platform
Education institutions and EdTech are working harder than ever to provide learning opportunities to the increasing number of learners they serve. But gaps still exist in the skills needed by employers once students graduate. Last year we introduced Google Cloud learning platform — a unified data platform aiming to bridge the silos in education delivery. The goal of this technology is to help education institutions and companies manage data models, connectors, and AI services required to connect learning content, curriculum, and competency frameworks. In this session, we'll discuss the progress we’ve made, specific GenAI use cases for education, and what’s next to make the platform widely available.
Lukman Ramsey
Global Head of Solutions, Public Sector
Jeff Rubenstein
Education AI Cloud Technology and Strategy @Google
Sep 6, 2023 4:30 PM
Powering the transformation of U.S and Global education and workforce systems
Here in the US, Jobs for the Future recently announced it’s New North Star Goal: In 10 Years, 75 Million People Facing Systemic Barriers to Advancement Will Work in Quality Jobs. Less than half of employed workers in the U.S. are in quality jobs; JFF aims to improve the number with support from a coalition of public, private, and nonprofit sector changemakers. Meanwhile, OpenClassrooms, based in Europe delivers upskilling to learners in over 180 countries. In OpenClassroom’s 2022 Mission Report the company reaffirmed it believes that education should be accessible to everyone and everywhere. Regardless of age, gender and ethnicity. Regardless of social and cultural background. Regardless of financial capacities.
Pierre Dubuc
CEO at OpenClassrooms
Maria Flynn
President and CEO of Jobs for the Future
Maria Spies
Co-CEO at HolonIQ
Sep 6, 2023 5:00 PM
Networking Reception
Hors D'oeuvres & Premium Open Bar
Sep 7, 2023 8:00 AM
Day 2. Coffee and Networking
Meet and network with colleagues and partners. Enjoy assorted morning pastries, and seasonal fruit cups. Freshly Brewed Coffee by La Colombe, Selection of Teas by Palais des Thes, Assorted Sodas, Bottled Still & Sparkling Water.
Sep 7, 2023 8:45 AM
Day 2 Welcome
An informal welcome and briefing on Day 2 of HolonIQ’s 2023 ‘Back to School’ and 4th Annual Leadership Summit. We’ll share the agenda in detail and highlight key sessions of interest as well as instructions on making the most of networking opportunities.
Sep 7, 2023 9:00 AM
US and Global Education Trends
What are the mega trends powering today and tomorrow’s global education market? How is the US market evolving around and through these trends and what are the key growth drivers and risks that policy makers, CEOs, major investors and foundations are navigating to create impact and value.
Maria Spies
Co-CEO at HolonIQ
Patrick Brothers
Co-CEO at HolonIQ
Sep 7, 2023 9:30 AM
Welcome to the new way to cloud - what's next for GenAI, data, security
The technology choices that EdTech leaders make today are some of, if not the, most important choices for the entire business. We’ve entered the Transformation Era, where new GenAI, data, and security capabilities will fundamentally impact every single industry around the world. This means EdTech companies need to be ready for a new way of working and building products. Chris Hein, Director of Customer Engineering at Google Public Sector, shares the key challenges faced in education, the technology trends evolving to meet those challenges; and how Google Cloud can help.
Chris Hein
Director of Customer Engineer, Google Public Sector
Sep 7, 2023 10:00 AM
Capital Markets and Education Update
Jeff will share a broad overview of the state of Capital Markets and how institutional investors are thinking about the Education Sector. Jeff is a senior analyst in BMO Capital Markets Equity Research, covering education and related sectors and served as the host and moderator of BMO’s former Back to School Conference.
Jeff Silber
Managing Director and Senior Analyst at BMO Capital Markets
Sep 7, 2023 10:00 AM
Effective and Engaging. Transforming K12 Math Education
This session discusses the billion-dollar investment by the Bill and Melinda Gates Foundation (BMGF) to revolutionize math education. It focuses on making resources and instruction more motivating, engaging, and encouraging persistence to foster positive learning experiences and boost academic achievement for all students, especially those from marginalized backgrounds like Black, Latino, and those impacted by poverty.
Elizabeth Moore
Deputy Director, K-12 Solutions at Bill & Melinda Gates Foundation
Meg Hamel
Vice President, Education at HolonIQ
Sep 7, 2023 10:30 AM
Global Lessons from Little Learners: Early Childhood Education
This session discusses the challenges affecting the early learning sector, promising initiatives, and projects that promote holistic development for the world’s most vulnerable children.
Joe Wolf
Co-Founder and CEO of Imagine Worldwide
Isabelle Hau
Executive Director, Stanford Accelerator for Learning
Liz Willen
Editor-in-chief at The Hechinger Report
Sep 7, 2023 10:30 AM
K12 Digital Transformation. Open-Source Capability Framework
HolonIQ’s 2023 Global K12 Digital Capability Framework establishes a common language to enable discussions among educators, school leaders, policy-makers, curriculum developers, instructional coaches, solution providers, district-level administrators, tech faculty, and other stakeholders seeking to understand how digital transformation is taking shape in K12 education. This briefing provides an overview of the Framework and how institutions and educators are using the tool to accelerate digital transformation for impact
Meg Hamel
Vice President, Education at HolonIQ
Sep 7, 2023 10:30 AM
Learner Passion. Boundless Potential.
It's one thing for an OPM to believe in the value of learning and want to support the learner in their pursuits; it's another to make that promise as your core brand strategy and mission. In this fireside chat, Kees Bol, CEO of Boundless Learning, sits down with Patrick Brothers, Co-CEO, HolonIQ to discuss what’s new (and what’s next) for the company formerly known as Pearson Online Learning Services. Don’t miss this conversation on how Boundless Learning is changing their legacy identity as an OPM and focusing on global learner experiences and learner-centric innovation to fuel their future growth.
Kees Bol
CEO at Boundless Learning
Patrick Brothers
Co-CEO at HolonIQ
Sep 7, 2023 11:00 AM
Healthcare Education and Workforce. Digital and International Solutions
While many issues negatively impact the healthcare system today, staffing shortages are clearly likely to persist and one of the most challenging to solve for. This is the result of an aging workforce, higher levels of clinician burnout post- pandemic and the aging population that will require an ever-increasing amount of resources to provide quality care. The shortage of RNs and LPNs will likely exceed 110k clinicians by 2025, with supply not expected to meet or exceed demand until 2034 at the earliest. Explore digital disruption and international workforce solutions to close the gap.
Ryan MacDonald
Managing Director, Senior Equity Research Analyst at Needham & Company
Chris Hoehn-Saric
Co-Founder at inSpring
Bethany Hogan
VP, Partnerships & Business Development at HolonIQ
Sep 7, 2023 11:00 AM
The Prompt: Debunk five generative AI misconceptions & go beyond the hype
Business leaders are buzzing about generative AI. Generative AI is poised to usher in a new wave of interactive, multimodal experiences that transform how educators and learners interact with content and one another. To help you keep up with this fast-moving, transformative topic, we'll debunk 5 misconceptions about GenAI and share novel use cases for EdTechs such as AI-powered agents, avatar creation, learning styles, document architecture, and more.
Amina Al Sherif
Practice Lead for AI/ML Google Public Sector
Charles Elliott
Field CTO for Education at Google Public Sector
Sep 7, 2023 11:30 AM
Investing in Education. The next chapter
Deep dive into the long term trends and current dynamics of venture capital (VC), mergers and acquisitions (M&A), and private equity (PE) in education. Hea from leading investors and industry leaders on their perspective on the next wave of value creation in education and training.
Chris Hoehn-Saric
Senior Managing Partner at Sterling Partners, Avathon Capital
Troy Williams
Managing Director at Achieve Partners
Patrick Brothers
Co-CEO at HolonIQ
Sep 7, 2023 11:30 AM
Stackable Credentials: A Virtuous Cycle for Learners, Employers, and Educators
Foundation Track. While the bachelor’s degree garners skepticism among some prospective students, policymakers, and employers, data continues to show significant lifetime income benefits for degree holders. However, due to the realities of rising prices, high opportunity cost, and other factors, we can’t ignore the skepticism and must lean into the changing nature of learner populations, needed skills development, and accessibility that reaches more individuals who have not been served well by the incumbent system.
Sarah DeMark
Vice Provost, Workforce Intelligence & Credential Integrity at Western Governors University
Maria Spies
Co-CEO at HolonIQ
Sep 7, 2023 12:00 PM
Networking Lunch
Sep 7, 2023 1:30 PM
Evidence, Efficacy, and Beyond: The Power of Data in K12 Education
Evidence-based decision-making for EdTech in K12 is growing in policy and market importance as technology is increasingly adopted at K12 system level. Explore the profound importance of rigorous research, evidence studies, and the emerging concept of Evidence as a Service (EaaS) in driving the adoption and impact of educational technologies.
Libby Hills
Co-Lead, Learning Schools, The Jacobs Foundation
Mark Schneider
Director of the Institute of Education Sciences, US Department of Education
Erin Mote
CEO at Innovate Edu
Sep 7, 2023 1:30 PM
Immersive Learning. How AR, VR and Simulations will change the game for learner experience.
Anurupa Ganguly
Founder & CEO at Prisms
Bharani Rajakumar
CEO at Transf
Josh Reibel
CEO Dreamscape Learn
Patrick Brothers
Co-CEO at HolonIQ
Sep 7, 2023 2:00 PM
How EdTechs partner with Google to transform education
From Google Cloud Partner Advantage and beyond, this session will focus on how Google partners with EdTech companies regardless of your stage.
Anthony Hernandez
Strategic Education Technology Partnerships Manager at Google
Nat Zenner
Strategic Education Technology Partnerships Manager Lead at Google
Sep 7, 2023 2:00 PM
Shifting Landscapes, Shaping Education: Funding Strategies for Impact
This dynamic session will surface strategic decisions faced by many philanthropic organizations and policy makers when seeking to align funding infrastructure to meet the needs of a changing and uncertain education landscape. Explore the tension in transforming community and school collaboration that raises fundamental questions around power, what counts as data, the role of evidence, and the right balance between supporting proven approaches and seeding new ones.
Joshua Elder
Vice President and Head of Grantmaking at Siegel Family Endowment
Rebecca Winthrop
Senior Fellow and Director, The Center for Universal Education at the Brookings Institution
Meg Hamel
Vice President, Education at HolonIQ
Sep 7, 2023 2:00 PM
Supercharging Student Success By Rethinking Skills Assessment
Innovation Track. The assessment industry is being revolutionized by game-changing technologies and methodologies that foster deep learning, critical thinking, and holistic student growth. In this session, discover how personalized assessment and targeted test preparation is changing and promises to propel students toward academic excellence and future success.
Amit Sevak
CEO at ETS
Timothy Knowles
President at the Carnegie Foundation for the Advancement of Teaching
Maria Spies
Co-CEO at HolonIQ
Sep 7, 2023 2:30 PM
Boardroom Briefing. Breaking down barriers to high-impact learning with YouTube
From coding to cooking to chemistry, YouTube offers effective, engaging learning content powered by the world’s biggest community of creators. Join us for a conversation about new ways the platform is helping users access high-impact learning experiences by harnessing products and partnerships that reach learners across the K-12 and higher-ed spectrum. This session will include a demo of Player for Education – a YouTube embedded player that improves the way YouTube shows videos inside educational tools for the classroom.
Pooja Chokshi
Product Partnerships Manager, Learning & Creator Products at YouTube
Sep 7, 2023 2:30 PM
Strengthening Outcomes: Impact and Financial Value at Exit
A new “Alpha in Impact” study explores how an impact investment approach can generate alpha for investors; highlights growing suite of impact-specific legal tools used during exit. Impact Capital Managers, Morrison Foerster, and Research Fellow Divya Walia have released a new report, “Strengthening Outcomes: Impact and Financial Value at Exit,” that shows almost two-thirds (65%) of impact exits meet or exceed financial performance expectations. The first-of-its-kind study draws on a sample size of 230 exits from ICM members, each of which manages a market-rate impact fund and is therefore uniquely positioned to provide data and insights into the success of impact exits and the key drivers of that success.
Marieke Beeuwkes Spence
Executive Director at Impact Capital Managers
Divya Walia
Research Fellow at Impact Capital Managers
Juan Zavala
Principal at New Markets Venture Partners
Sep 7, 2023 3:00 PM
Beyond Online Learning Management
Deep dive into the evolution of the OPM market, the next frontier and a discussion on the future of public private partnerships in Higher Education.
Beth Hollenberg
CEO and Co-Founder at Everspring
John Katzman
CEO at Noodle
Patrick Brothers
Co-CEO at HolonIQ
Sep 7, 2023 3:00 PM
Unlocking the Prison-to-College Pipeline
In July 2023, 500,000+ incarcerated individuals can use Pell Grants to enroll in college programs after a 25-year ban. Indeed, College education reduces recidivism by 48%, but only 35% of state prisons offer such programs, serving just 6% of inmates nationwide. Explore strategies and initiatives that are building better paths to post secondary education for incarcerated people.
Noah Freedman
CEO & Co-Founder at Nucleos
Rob Scott
Executive Director of the Cornell University Prison Education Program
Darryl Epps
Director of Outreach & Intake Services at John Jay College, Institute for Justice & Opportunity
Brad Bernatek
Accelerator Director at WGU Labs
Sep 7, 2023 3:30 PM
Thriving in the Digital Era: Strategies for Upskilling and Reskilling in the Future of Work
Explore the imperative of continuous upskilling and reskilling in the face of rapid technological advancements. In this session, gain insights into the. upskilling makret, including lifelong learning approaches, emerging technologies, and collaborative efforts that empower individuals to stay relevant and thrive in the evolving job market.
Craig Maloney
CEO at InStride
Jill Buban
Chief Growth Officer at EdPlus, ASU
Maria Spies
Co-CEO at HolonIQ
Sep 7, 2023 3:30 PM
UpSkilling Developing Economies. Deep Diving Africa, Latin America and the Caribbean
There’s a strong chance that one-third of all people on earth will be African by 2100. Today however, more than one-third of the continent's population is undernourished. Across Latin America and the Caribbean, Climate Change may mean the region could be facing significantly worse long-term economic prospects and exacerbate inequalities. In both cases, each regions economic strength lies in its people. The real potential of Africa and Latin America is in the energy that each regions people bring to everyday life. Join this session to hear from those working in Africa and Latin America with new ideas, innovative models and agendas.
Jonathan Louw
Group CEO at Honoris United Universities
Juliana Guaqueta
Senior Education Specialist
Michael Fung
Executive Director, IFE Tecnológico de Monterrey
Meg Hamel
Vice President, Education at HolonIQ
Sep 7, 2023 4:00 PM
Case Study Puerto Rico. Rebuild, Regenerate and Accelerate.
Humberto Mercader
Deputy Secretary for Strategic Initiatives at Departamento de Desarrollo Económico y Comercio, Puerto Rico
Patrick Brothers
Co-CEO at HolonIQ
Sep 7, 2023 4:00 PM
Learning Infrastructure. The Future of LMS, SIS and Digital Learning Environments
Digital infrastructure plays a critical role in enabling effective learning environments. This session will dive into the dynamic LMS and SIS market, essential components of a robust digital infrastructure for any educational institution and where we should expect to see learning and management systems evolve in the age of Artificial Intelligence and Adaptive Learning Technologies.
Laura Ipsen
President & CEO, Ellucian
Maria Spies
Co-CEO at HolonIQ
Sep 7, 2023 4:30 PM
How Focused and Specialist Investors Drive Value in their Portfolio
Impact and Education focused investors bring special knowledge, insight and networks to their portfolios. Join a conversation with some of the sector's leading investors on how they leverage their deep expertise and knowledge of the learning to earning spectrum to create value in their portfolio.
Daniel Pianko
Managing Director at Achieve Partners
Arrun Kapoor
Managing Director, SJF Ventures
Patrick Brothers
Co-CEO at HolonIQ
Sep 7, 2023 4:30 PM
Learning Experiences Amplified: unlocking literacy and numeracy potential with learning engineering
Explore the realm of learning analytics and the emerging field of learning engineering in advancing adaptive and personalized learning experiences. This session will draw from the tenets of learning engineering: the intersection of educational research, technology, and practice. Discover the potential to meet the needs of every individual learner, fostering global competency in numeracy and literacy..
Kumar Garg
VP Partnerships at Schmidt Futures
Meg Hamel
Vice President, Education at HolonIQ