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ADVANCED ANALYTICS SUMMITPredicting Student Outcomes with Better Analytics

OCTOBER 11–12, 2018 PITTSBURGH, PA

H O S T E D B YUniversity of Pittsburgh in Partnership with Othot

Advanced Analytics Summit | aas.pitt.edu

Dear Summit Participants,

On behalf of the University of Pittsburgh, the Office of the Provost, and our industry partner, Othot, welcome to the inaugural Advanced Analytics Summit.

This is truly a first—for this gathering—and also for me.

I officially began my role as provost on September 1. These last six weeks have been filled with many wonderful “firsts” as I’ve settled in and become reacquainted with both the University and the City of Pittsburgh.

You see, I was a graduate student here some years ago—and I’m proud to hold three degrees from Pitt.

I think I’ve always known that Pitt and Pittsburgh are amazing—but there is a real beauty in being able to return “home” and to see the incredible vibrancy that exists not only on campus but throughout the city. From cultural events, to sports events, to everything in between, it is clear that the city—and with it the University of Pittsburgh—continues to grow and change in powerful and lasting ways.

Looking over the registration list for the summit, I have been incredibly impressed by the diversity of this group—geographically diverse, institutionally diverse. I have no doubt that each of you will, through collaborative discussion, develop exciting and novel approaches to educational data analytics.

But even beyond that, I’d like to challenge you to go several steps further: To reflect not only on where we are in the ever-widening world that is analytics, but to examine the issues of ethics and governance associated with it. Those issues, I believe, are key to identifying the best ways to gather and use the information we glean to maximize student success.

Sincerely,

Ann E. Cudd Provost and Senior Vice Chancellor University of Pittsburgh


ADVANCED ANALY TICS SUMMIT

Dear Colleagues,

I’d like to personally welcome you to Pittsburgh and to the inaugural Advanced Analytics Summit. It’s an exciting and sometimes turbulent time in higher education, and the best way to continue to grow means being data driven, adaptable, motivated, and responsive.

Each of our institutions is confronting and meeting challenges head on when national and global change is ever evolving. Our community is asking critically important questions and working to use advanced analytics to best inform decisions regarding enrollment, retention, and student outcomes. The world of advanced analytics is an exceptionally dynamic area. We are fortunate to have experts from across the country all gathered here in one place to share their expertise. This summit represents the first in what will be an annual opportunity to meet and bring inspired people together to learn about, evaluate, and apply cutting-edge analytics—all to benefit the students we serve.

This program provides a detailed agenda for the summit as well as information about the presenters who will guide us through a unique experience. Each presenter has a particular perspective to provide, and with your participation, we will be able to maximize our time together.

I’d like to thank each of you for attending this first-of-its-kind summit and for bringing your expertise to Pittsburgh. You, as leaders in advanced analytics, have the vision and the knowledge to help colleges and universities chart an even brighter course and better serve our students.

Sincerely,

Stephen Wisniewski, PhD Vice Provost for Data and Information University of Pittsburgh


Summit Agenda

5–8 p.m. Welcome Reception Cocktails and Dinner

The Pittsburgh Fairmont

Welcome

Ann E. Cudd, Provost and Senior Vice Chancellor, University of Pittsburgh

Keynote Address

Jaime Casap, Education Evangelist, Google

THURSDAY, OCTOBER 11



FRIDAY, OCTOBER 12

8–8:15 a.m. Opening RemarksStephen Wisniewski, Vice Provost for Data and Information, University of Pittsburgh

8:15–9:15 a.m. The State-of-the-Art Use of Advanced Analytics in Higher EducationAndy HannahLearn how leading-edge colleges and universities are leveraging advanced analytics and artificial intelligence to improve performance. Hannah will share key findings from the Othot Data + Analytics Maturity Assessment, which has been completed by academic institutions across the country, as well as best practices on how to build a data-driven organization.

9:15–10:15 a.m. Panel Session #1: Student Admission and EnrollmentChair: Kent Hopkins Members: Jamie Hansard, Marc Harding, David JohnsonThese admission and enrollment leaders will share how their institutions are leveraging advanced data analytics to achieve admission and enrollment objectives at their organiza-tions. Topics will include balancing priorities around number, quality, cost, and diversity of incoming classes; shaping incoming classes, including underrepresented student populations and out-of-state marketing strategies; and making the “right” financial aid assignments based on need and merit.

10:15–10:30 a.m. Break

10:30–11:30 a.m. Panel Session #2: Student Retention Chair: Christopher Lucier Members: Rick Burnette, John CampbellPanel members will share how their organizations are using advanced data analytics to improve retention rates. Panelists will also share what data elements their organizations are using to inform models around student retention and specific predictions and interven-tions that are driving improvements.

11:30 a.m.–12:45 p.m. Lunch

12:45–1:45 p.m. Panel Session #3: Student Success Outcomes Chair: Marsha Lovett Members: Rachelle Hernandez, Shanna Smith Jaggars, Joseph J. McCarthyThe team will discuss how their organizations define success and what data they leverage to maximize the probability of success for each student enrolled at their organization. Panelists will also share how they are thinking about student debt and how it affects both the definition of a successful outcome and the probability of individual students achieving successful outcomes.

1:45–2:45 p.m. Implementation and Governance of Advanced Analytics Marc DemarestLearn about the potential benefits of big data and analytics in higher education, the key attributes of successful analytics platforms, potential implementation challenges, and how to successfully implement analytics solutions. Also, hear how institutions are approaching the ethics of predictive analytics and the iterative nature of reviewing ethical standards due to constant innovation around data use.

2:45–3 p.m. Wrap-up and Conclusion Stephen Wisniewski


Keynote Speaker Jaime CasapEducation Evangelist, Google

Jaime Casap is an education evangelist at Google. Casap evangelizes the power and potential of technology and the Web as enabling and supporting tools in pursuit of inquiry-based learning models. Casap collaborates with school systems, educational organizations, and leaders around the world focused on building innovation into our education policies and practices. He speaks on education, technology, innovation, and Generation Z at events around the world.

In addition to his role at Google, he serves on a number of boards for organizations focused on education and equity. Casap teaches a 10th-grade communication class at the Phoenix Coding Academy, a computer science public school he helped launch in Phoenix, and guest lectures at Arizona State University. Casap is the coauthor of the children’s book On Our Street: Our First Talk About Poverty, which introduces readers to the realities of poverty.

He was recently named as the ASU GSV 2018 Innovator of Color.

Summit ChairStephen WisniewskiVice Provost for Data and Information, University of Pittsburgh

Stephen Wisniewski serves as vice provost for data and information at the University of Pittsburgh, a position established to add breadth and depth to the use of data analytics in support of the mission of the University. He is currently professor of epidemiology and codirector of the Epidemiology Data Center (EDC).

Dr. Wisniewski earned a Bachelor of Science degree in mathematics from Pennsylvania State University, a Master of Applied Statistics from the Ohio State University, and a PhD in epidemiology from the University of Pittsburgh. He joined the Pitt faculty as an assistant professor of epidemiology in 1998. He served as the associate dean for research and senior associate dean in the Graduate School of Public Health. He was named associate vice provost for planning in 2015, a role in which he worked on the advancement of strategic planning efforts throughout the University.

During his tenure at Pitt, Dr. Wisniewski has developed a successful research program focusing on the design and analysis of clinical trials—specifically, multicenter clinical trials. As codirector of the EDC, he helps guide the center’s efforts for collaborative, multidiscipli-nary research projects.

Presenters



Rick BurnetteAssociate Vice President for Academic Affairs, Florida State University

Rick Burnette is the associate vice president for academic affairs and institutional data administrator at Florida State University, where he has spent 31 of his 35 years in higher education. He is an intrapreneur who has been actively involved in institutional change via strategic planning, institutional research, enrollment management, student success, informa-tion management, and leadership of the Campus Reimagined Initiative. Dr. Burnette earned a PhD in Educational Psychology–Learning and Cognition, a program that has prepared him well for his varied experiences.

Dr. Burnette has been a leader of the data-informed student success effort at FSU for the past 20 years. He is credited with bringing enterprise business intelligence to the university, earning him recognition as a finalist in the 2006 ComputerWorld Honors Program. More recently, he spearheaded the Take 15 Initiative at FSU, the implementation of the strategic plan, and the strategic management of metrics associated with statewide performance and preeminence funding and the institution’s Drive to the Top 25.

John P. CampbellVice Provost, West Virginia University

John P. Campbell is vice provost at West Virginia University and serves as the provost’s chief deputy, acting on her behalf in her absence. Dr. Campbell is responsible for several oper-ational units, including information technology, institutional research, online learning, and the registrar. He also serves as the chief data officer with the appropriate persons and units on all matters. In addition, Dr. Campbell is chair of the Information Technology Oversight Committee and vice chair of the University Planning Committee.

Before coming to Morgantown, Dr. Campbell was the associate vice president for academic technologies at Purdue University in West Lafayette, Ind. His research has focused on the use of academic analytics to identify students at risk of failing their courses. His group was awarded the 2016 Technology Pioneer Award from the Education Advisory Board. He founded the Signals project, which gives instructors real-time feedback and lets them inter-vene with struggling students as early as the second week of class. Signals was featured on NBC Nightly News and in the Chronicle of Higher Education. Signals also won the 2012 Noel-Levitz Retention Award, the 2011 Digital Educational Achievement Award, and the 2011 Campus Technology Innovators Award for Teaching and Learning.

Marc DemarestCEO and Principal, Noumenal, Inc.

Marc Demarest is the CEO and principal of Noumenal, Inc., a private intellectual capital consulting firm based in the Pacific Northwest and the United Kingdom.

Widely known as the father of data marting, Demarest publishes and speaks regularly on topics ranging from big data, knowledge management, analytical applications, and decision support systems to IT technology futures and information ethics. He holds bachelor’s degrees in political science and English literature from Bucknell University in Lewisburg, Pa., and a master’s degree from the University of South Carolina. He is an MBA graduate of Stanford University’s AEA Executive Institute and the NCR Process Management Institute, and he is an inventor of more than a dozen granted or in-process patents in the areas of data warehousing, social network analysis, and e-discovery. He currently is writing a book on decision support systems.

Prior to founding Noumenal, Demarest was chairman and CEO of DecisionPoint Applications, Inc., and he has also held executive positions with The Sales Consultancy, Inc., a high-technology sales and marketing consulting firm based in Dallas, Texas, and the United Kingdom; Atlas Telecommunications, a global supplier of value-added network services, where he was GM of the company’s AFAX service bureau and AFNET global TCP/IP VAN; and Sequent Computer Systems, Inc., where he was head of corporate architecture and chief knowledge officer.

Panelists


Luisa M. Havens GerardoVice Provost, Enrollment Management, Virginia Tech

Luisa M. Havens Gerardo became vice provost for enrollment management at Virginia Tech on August 1, 2017. Prior to Tech, she served as the vice president for enrollment management and services at Florida International University (FIU) and executive director for enrollment services at the University of Texas at El Paso (UTEP). She began her career as an admissions recruiter at her alma mater, the University of Idaho. She has served in leadership roles in the areas of admissions, recruitment, registration, international admissions, graduate admissions, financial aid, and enrollment services. She served as the AACRAO vice president for access and equity from 2010 to 2013 and is currently the organization’s president elect. Originally from Honduras, she holds a bachelor’s degree in radio and TV production, a master’s degree in resource recreation and tourism, and a PhD in education with an emphasis in higher education adminis-tration from the University of Idaho.

Throughout her career, Havens Gerardo has worked with diverse, underrepresented, and/or at-risk populations. Such experiences contributed to her doctoral research focus culminating in her doctoral dissertation titled “Academic Integration and Self-efficacy: An Exploratory Study of At-risk Student Persistence.” Her strong commitment to access and student success has facilitated her work on initiatives aimed at serving historically underserved and underrepre-sented populations, transfer students, military veterans, low SES populations, and first-gen-eration college students. She frequently presents at local, regional, and national forums on varied topics such as applying strategic enrollment management best practices, transfer issues and trends, using financial aid leveraging to facilitate access and equity in higher education, process reengineering in enrollment services, staff development, and training and leadership/management development.

Andrew HannahFounder, Othot

In 2014, Andy Hannah and team founded Othot. Hannah has also been named a senior advi-sor and faculty member of the International Institute of Analytics and was appointed an adjunct professor of entrepreneurship and analytics and an entrepreneur-in-residence at the University of Pittsburgh Joseph M. Katz Graduate School of Business. His primary responsibilities in these roles include developing and delivering curriculum at the intersection of analytics and entrepreneurship, mentoring students who are creating new ventures, fostering an entrepre-neurial environment, and developing a concept for graduates to be leaders in the blossoming business analytics field.

Hannah has been an entrepreneur since 1995, a calling that has stayed firmly with him ever since. He has played leading C-level roles at four high-tech start-ups over the past two decades, and the resulting perspectives, learnings, and expertise are the cornerstones of his endeavors.

Hannah’s companies touched a range of industries such as information, software, consulting, and materials science. He was directly involved in over $180 million of venture transactions, as three of these companies were bought by industry leaders. Hannah worked successfully with prominent venture firms such as Trident Capital, Advent International, Safeguard Scientific, Draper Triangle, and Birchmere.

Jamie HansardExecutive Director, Undergraduate Admissions, Texas Tech University

Jamie Hansard is the executive director of undergraduate admissions at Texas Tech University. She received her bachelor’s degree in business administration and a master’s degree in counseling from Midwestern State University in Wichita Falls, Texas. Hansard is pursuing her doctorate in family and consumer sciences with an emphasis in educational psychology from Texas Tech University. She has an expected graduation date of May 2019.

Her journey in higher education began 21 years ago as an admissions counselor, a role in which she discovered her passion to help others achieve their educational goals. Prior to being named the executive director, Hansard served in various roles including assistant director of academic advising and, later, as director of recruitment and marketing at Texas Tech. Hansard’s love for her profession is exhibited through her service to various professional organ-izations at the state and national level, including serving as the vice president for admissions for the Texas Association of Collegiate Registrars and Admission Officers.



Marc HardingVice Provost for Enrollment, University of Pittsburgh

Marc Harding is the vice provost for enrollment at the University of Pittsburgh. He was named chief enrollment officer in July 2012. He leads the Office of Admissions and Financial Aid (OAFA), which includes a staff of more than 90 full-time employees and 200 student tour guides. Prior to Pitt, he served 15 years at Iowa State University in enrollment services, includ-ing as assistant vice president for enrollment and director of admissions. In his 30-year career, Harding has also held enrollment positions at the University of South Florida, Virginia Tech, and the University of Massachusetts Amherst.

Harding is nationally recognized for his enrollment expertise and is regularly invited to present at national conferences, including the College Board, American Marketing Association, National Association of College Admissions Counselors, American Association of Collegiate Registrars and Admissions Officers, and ACT Enrollment Planners Conference. His presentations cover a variety of topics, including the use of students in recruiting, multicultural student recruitment, the recruitment of high-ability students, transfer students, marketing and innovation, training and development, the use of technology in recruitment and admissions, and current trends.

Under his leadership, OAFA has recruited the most academically talented and ethnically diverse classes in Pitt’s history. In addition, the University has experienced a dramatic increase in applications, a record number of international students, streamlined efficiencies and effectiveness of financial aid, and the launch of model programs in diversity recruiting during his tenure.

Rachelle HernandezSenior Vice Provost for Enrollment, University of Texas at Austin

Rachelle Hernandez serves as senior vice provost for enrollment management at the University of Texas at Austin. Her portfolio includes the offices of admissions, enrollment analytics, finan-cial aid, registrar, student success initiatives, and the college-to-career initiative. Hernandez is establishing and implementing student-centered policies and practices designed to improve access, affordability, and student success.

Hernandez has worked in admissions and enrollment management for over 20 years. She served as the associate vice provost for enrollment management and director of admissions at the University of Minnesota Twin Cities before her move to UT Austin. Over the course of two decades, she developed a strong track record for implementing strategic programs and initiatives that support the achievement of student-centered goals. In her work at the University of Minnesota, she led the creation of an enrollment management framework that engaged units and colleges across campus.

Hernandez is a frequent national speaker on admissions and access, student recruitment, enrollment management, and student access. She has served the higher education commu-nity in various professional association leadership roles and currently serves as codirector of the National Association for College Admission Counseling Chief Enrollment Management Officer Seminar and as a member of the SAT advisory committee, the ACT Higher Education Council, and the Access and Diversity Collaborative Advisory Council.

Kent HopkinsVice President of Enrollment Management and Services, Arizona State University

Kent R. Hopkins is responsible for enrollment strategy and operations, including admission services, financial aid and scholarship services, University Registrar Services, International Students and Scholars Center, Pat Tillman Veterans Center, and enrollment services communi-cation at Arizona State University.

Prior to his appointment at ASU, Hopkins provided enrollment management consulting to more than 100 two- and four-year institutions as vice president for consulting services for Ruffalo Noel Levitz. His expertise in strategic and annual plan development, financial aid leveraging, recruitment and marketing, retention strategy, multiple-site enrollment, data analysis, and using technologies helped institutions across the country increase their enrollment, maximize revenue, and shape their classes.


Shanna Smith JaggarsAssistant Vice Provost for Research in Undergraduate Education, The Ohio State University

Shanna Smith Jaggars is assistant vice provost for research in undergraduate education at The Ohio State University, where she provides evidence-based support for efforts to improve access and academic success among all the university’s undergraduates. Previously, Dr. Jaggars was assistant director of the Community College Research Center, Teachers College, Columbia University. Dr. Jaggars has published extensively on student success topics in journals such as The Journal of Higher Education, Economics of Education Review, Educational Evaluation and Policy Analysis, Journal of Research on Educational Effectiveness, Community College Review, Computers & Education, and American Journal of Distance Education. She also currently serves as an associate editor for the journal Online Learning. Her 2015 book from Harvard University Press (coauthored with Thomas Bailey and Davis Jenkins), Redesigning America’s Community Colleges: A Clearer Path to Student Success, distills a wealth of research evidence into a playbook for college redesign.

David B. JohnsonVice Provost for Enrollment Management, Indiana University

David B. Johnson has served as vice provost for enrollment management at Indiana University’s Office on Enrollment Management since January 2011, after serving as interim vice provost since 2010 and associate vice provost since 2007. Successes during his decade of work at IU include improving efficiency in admissions, increasing affordability initiatives, creating a one-stop student services center, and enrolling beginner classes with consistent gains in academic quality and diversity from year to year. In his role as vice provost, he seeks out innovative spaces and technologies for recruitment and works passionately to broaden access to higher education through need-based financial aid and other initiatives.

Dr. Johnson contributes regularly and actively to national conversations on higher education admission and enrollment by presenting at national and regional conferences; attending and leading professional organization meetings; serving on strategic and advising committees; and publishing widely on key issues pertaining to student recruitment, affordability, and college access. Prior to joining IU, Dr. Johnson held leadership roles in enrollment, orientation, and admissions at the University of Alabama, Tuscaloosa, where he earned his doctorate in education.

Marsha C. LovettAssociate Vice Provost for Teaching Innovation and Learning Analytics, Carnegie Mellon University

Marsha C. Lovett is associate vice provost for teaching innovation and learning analytics at Carnegie Mellon University. In addition, she is director of CMU’s Eberly Center for Teaching Excellence & Educational Innovation and Teaching Professor in the Department of Psychology. At the Eberly Center, Lovett leads a team of teaching consultants, learning engineers, designers, and technologists to help instructors create meaningful and demonstrably effective educational experiences. A signature of this work is research-based design combined with data-informed refinement.

In her research, Lovett has studied learning in the laboratory and the field, and she has published more than 50 articles on learning and instruction. She has presented workshops, keynotes, and invited talks at numerous colleges and conferences in the U.S. and abroad. Lovett has also created several innovative, educational technologies to promote student learning and metacognition, including StatTutor and the Learning Dashboard. More generally, she has developed and/or evaluated online courses in the sciences, social sciences, and humanities. A central theme across all her work is leveraging learning science to improve teaching practices and student outcomes.



Christopher LucierVice President, Enrollment Management, University of Delaware

Christopher Lucier has been vice president for enrollment management (VPEM) at the University of Delaware since July 1, 2014. As a member of the provost’s senior leadership team, Lucier is responsible for developing enrollment management strategy and implement-ing and assessing operational programs to recruit, admit, retain, and graduate undergraduate students consistent with UD’s traditions, values, mission, and vision. He directly supervises the undergraduate admissions office, registrar’s office, and student financial services, and he provides senior administrative leadership and management over all matters relating to undergraduate student recruitment, retention, and persistence to graduation.

Prior to coming to the University of Delaware, Lucier was VPEM at the University of Vermont (UVM) from 2007–2014. From 2001–2007, Lucier served as senior associate director and then director of recruitment and operations in the Office of Undergraduate Admissions at the University of Michigan.

Lucier began his enrollment management career in March 2001 after serving in the U.S. Army as an armor officer for 21 years. His last assignment was as the chair of the Army Officer Education Program (Army ROTC) at the University of Michigan from May 1997 to March 2001. He retired from the U.S. Army in March 2001 as a lieutenant colonel and is the recipient of the Legion of Merit Award and the Meritorious Service Medal (x3).

Joseph J. McCarthyVice Provost for Undergraduate Studies, University of Pittsburgh

Joseph J. McCarthy is the vice provost for undergraduate studies at the University of Pittsburgh. He is also the William Kepler Whiteford Professor in the Swanson School of Engineering Department of Chemical and Petroleum Engineering. After earning his PhD in chemical engineering from Northwestern University, he joined the Pitt faculty as an assistant professor in 1998 and was promoted to professor in 2010.

Deeply engaged in undergraduate education throughout his career at the University, Dr. McCarthy has been recognized for his contributions to teaching, curriculum development, and his leadership of undergraduate research programs. In 2008, he received the Carnegie Science University Educator Award for developing and implementing the innovative “Pillars” curriculum that reshaped undergraduate education in chemical engineering. In 2012, the Swanson School of Engineering recognized his contributions with its Outstanding Educator Award, and, in 2015, Dr. McCarthy received the Chancellor’s Distinguished Teaching Award.

In addition to his scholarly and instructional activities, Dr. McCarthy’s record of administrative experience in the chemical engineering department dates back to 2005 and includes serving as undergraduate coordinator and then as vice chair for education. In these roles, he has focused on leading department-wide educational initiatives for undergraduate and graduate programs during a time when undergraduate enrollment within the department has more than tripled.

SAVE THE DATEMARK YOUR CALENDAR TO JOIN US IN PITTSBURGH

FOR NEXT YEAR’S SUMMIT

OCTOBER 17–18, 2019

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