12th Annual

Education Industr y
Investment Forum
Growing the Country’s Most Valuable Industry through Discussions with Top Operators,
Private Equity Investors and Leaders in For-Profit Education

March 1-3, 2010 | Ritz-Carlton | Phoenix, Arizona

Keynotes from Distinguished Entrepreneurs and Businesses Paving the Way for
Names and New Thinkers Investment, Return and Growth in Scale and Quality
in Education Toby Chu, Chief Executive Officer, CIBT Education (Canada and China)
Enhancing Value in National Education Rob Crawford, CEO, Life Development Institute
through Innovation in Capital Mark DeFusco, Managing Director, Berkery Noyes
Deployment Dean Duperron, President, Sprott-Shaw Community Colleges (British Columbia)
Dr. Clinton Gardner, CEO, Northcentral University
John Hage, Chief Executive Officer, Charter Schools USA
Tom Vander Ark
George Kane, Business Development, Pearson Education
Partner,
Revolution Learning Sabrina Kay, Chairman and CEO, Fremont College
Peter Leyton, President/Shareholder, Ritzert & Leyton
Chris Masto, Senior Managing Director, Friedman Fleischer & Lowe
Joe Merrill, Senior Director – Business Planning, Apollo Group, Inc
Judith Murray, Vice President – Online Learning, Thompson Rivers University
Broadening Education and Increasing (BC, Canada)
Social Value through Government and Laura Palmer—Noone, Chief Executive Officer, Piccolo Educational Systems, Inc
Private Sector Cooperation John Schnabel, Partner, Falcon Investment Advisors
Sever Totia, Principal, Edison Venture Fund
Dan Madzelan Victor Vuchic, Program Officer – Open Educational Resources, The William and Flora
Assistant Secretary – Hewlett Foundation
Office of Post Secondary
Dr. Noni Williams, Assistant Superintendent for Curriculum & Instruction,
Education,
Holly Area Schools (Michigan)
U. S. Department
of Education
The Only Forum that Offers Solutions for Building
Scale and Enhancing Online Education Growth
Building Opportunities for Low-Cost, ✓M
 ore conversations about ✓ Fi rsthand case studies delivered
High-Quality Education from K12 to investments, start-ups and operational by accreditors and operators that
Post Secondary strategies per square foot than any peer through the murkiness of the
Burck Smith other year accreditation process
Chief Executive Officer,
StraighterLine ✓ Acce ss to information about ✓ Potential new deals and
Race to the Top and the $4 billion information about possible investments
available to schools and businesses to available to you at every panel session
Defining the Relationship between
make national education grow and during the business-focused
Foundations and Education networking periods
Josh Jarrett
Senior Program Officer – Special Initiatives,
The Bill and Melinda Gates
International Zones Representing
Foundation Growth in Online and Bricks & Mortar
United States • Canada • Central America • India • China

Sponsors:

www.iirusa.com/education
 2010 Executive
Speaker Faculty
12th Annual Tom Barber, Green Comma

Education Industr y
Steve Barr, Green Dot Public Schools
John Bates, ARLINGTON CAPITAL PARTNERS
Bernardo Bolanos, Southland Group (Costa Rica)

Investment Forum
Dr. Rahul Choudaha, World Education Services
Toby Chu, CIBT Education (Canada and China)
Michael Connelly, MOSAICA EDUCATION
Steve Cooper, Tech University of America
Michael Cooney, CAREER EDUCATION GUIDE
Rob Crawford, Life Development Institute
Dear Industry Professional, Mark DeFusco, Berkery Noyes
You were sent this brochure because you possess an enormous amount of Dean Duperron, Sprott-Shaw Community
Colleges (British Columbia)
knowledge about the education industry. With that knowledge comes power. With
Clement Erbmann, First Analysis Corporation
power comes the ability to make change.
Christina Erland-Culver, Education in Interagency
This year and the years to come present you and industry experts like you with an Affairs
opportunity to create change in the industry. NT Etuk, Tabula Digita
Paul Freedman, Altius Education
We invite you to register for the 12th Annual Education Industry Investment Forum
Dr. Clinton Gardner, Northcentral University
in Phoenix, Arizona March 1-3, 2010.
Tom Gilbert, Knowledge Delivery Systems
Join us for three days of discussions and sidebar meetings about policy, investment Malgosia Green, LearnHub
strategies, operations challenges, opportunities for mergers and acquisitions, John Hage, Charter Schools USA
scalability in digital marketing, operations and publishing, as well as four keynotes Mary Lyn Hammer, Champion College Services
from some of the most respected institutions in the business. Dr. Ken Hartman, Drexel University
Gene Hayes, Piccolo Educational Systems, Inc.
Register now and listen to keynote speeches that cover the investment, regulatory
(United States)
and foundations influence on for-profit education, delivered by:
Josh Jarrett, The Bill and Melinda Gates
Tom Vander Ark, Revolution Learning Foundation
Josh Jarrett, The Bill and Melinda Gates Foundation George Kane, Pearson Education
Dan Madzelan, United States Department of Education Sabrina Kay, Fremont College
Burck Smith, StraighterLine Bobbi Kurshan, Curriki
Bruce Levine, Drexel University
In addition to these impactful firsthand accounts of education and its growth and
Peter Leyton, Ritzert & Leyton
challenges, participate in three days worth of sessions, workshops and exclusive
Dan Madzelan, U.S. Department of Education
policy workshops and panels helmed by executives from dozens of private equity Bob Martin, Imagine America Foundation
institutions and for-profit schools. Chris Masto, Friedman Fleischer & Lowe
This is the year that education policymakers hear your voice and education grows Janet Matricciani, K12, Inc.
along with ideas for innovation in capital deployment, financing, lending and online Matt Mello, Holly Area Schools (Michigan)
interoperability. Ed Meehan, Arcady Bay Partners
Joe Merrill, Apollo Group, Inc
This is the year of the 12th Annual Education Industry Investment Forum.
Judith Murray, Thompson Rivers University
Read through these pages and take an account of the names, institutions, and the (BC, Canada)
panel topics that will formulate the evolution of the for-profit education industry Laura Palmer-Noone, Piccolo Educational
from K12 through Post Secondary. Systems, Inc.
Felix Park, GRYPHON INVESTORS
We look forward to working with you March 1-3, 2010 in Phoenix, Arizona. Marco Petruzzi, Green Dot Public Schools
Best, Ramona J. Pierson, SynapticMash, INC
Andy Ross, Florida Virtual Schools
Michael Ross, Encyclopedia Britannica Online
Adam Rotherham, Education Sector

©2009 Institute for International Research, Inc. All rights reserved

Elise Scanlon, DRINKER Biddle and Reath
Douglas Crets John Schnabel, Falcon Investment Advisors
Director Burck Smith, StraighterLine
Education Industry Investment Forum Cathy Snoddy, Huntington Junior College
+1 646.616.7627 Dayna Stewart, Dayna Stewart & Associates
John Stuppy, Edumetrix
Darcy Tannehill, The Chicago School of
Professional Psychology
You have to have a value proposition. Package what’s free with Florence Tate, Potoma College
value that people are willing to pay for. How do you leverage that Stephen Tave, American Education Development
which is open and free that is academic, valid and credible, but Corporation
also adds value to a learner? Sever Totia, Edison Venture Fund
Carl Tsang, Charter Schools usa
–Judith Murray, Tom Vander Ark, Bill and Melinda Gates
Vice President — Open Education and Online Education, Foundation & Revolution Learning
Thompson Rivers University Victor Vuchic, The William and Flora Hewlett
(British Columbia, Canada) Foundation
Dr. Noni Williams, Holly Area Schools (Michigan)

2 TO REGISTER: Call 888.670.8200 or +1 941.951.7885 International | Email register@iirusa.com

Monday March 1, 2010
8.30 Early Morning Registration
Business Model Clinic A
Building a Better Business Plan that Investors
9.00
Read and That Works as a Call-to-Action
This workshop is a three-hour primer on how to build a complete
business model
• Building a business plan
• What is considered the proper research for a start up?
• Who do you need to talk to?
• How do you get your product on the minds of possible
investors?
• Who are the right investors for your product?
The first half of this workshop will be dedicated to case studies
and examples, role playing and pitching.
The second part of this workshop will be devoted to questions
and answers and working on the business plans.
Meg Mude, Founder, Global Business Incubator
10.30 Networking Break for Clinic Attendees
12.15 Luncheon for Clinic Attendees
12.00 Registration for Main Conference
1.15 Chairpersons’ Opening Remarks
Peter Leyton, President/Shareholder, Ritzert & Leyton
Mark DeFusco, Managing Director, Berkery Noyes
1.30 Regulator Keynote: Government,
Business, and Community Considerations
in the Move to Broaden Education in the
United States into Top Global Performer
Status
Dan Madzelan, Acting Assistant Secretary for Post Secondary
Education, U.S. Department of Education
• What is the current regulatory position for education
and how will it impact for-profit operators and
investors in the years to come?
• Defining the financial and operational guidelines that
create cooperation between government, operators
and investors for a growing education industry in the
United States
• Where is the nexus between business, community
and government support and what factors will bring
the greatest cooperation between this triangle of
interested parties?
2.00 Networking Break
Pre-Conference clinics
Investor & Operator Policy Clinic B
Policy and Business Operations Roundtable
— Exclusive Opportunity to Foment Change in
Public and Private Education
Join our investor and operator education policy and business
solutions roundtable and take the lead to formulate a solid
educational model that works to send United States education
into the future.
Do more than discuss the future. At the end of this three-hour
program, you will produce a community policy, and take it into
the future.
• What is a strong and a sustainable investment and business
model for the entire industry and its fastest-moving segments?
• Building scale in online and bricks and mortar in a solid
hybrid model
• How will first movers push through the “district slog” of working
with public school districts on enhancing their values and
offerings?
• Formulate strategy to tackle budgetary bureaucracy by learning
how to position your business for quick uptake by
the end users
• Sample and enhance the newest viral marketing ideas to build
the industry, and formulate how these will have an impact on
government decisions and the regulatory framework
Adam Rotherham, Co-Founder and Publisher,
Education Sector, Editor, Eduwonk
main Conference day one
2.30 Investor Keynote: Establishing the
Growth of National Education through
Private and Public Partnerships, Solution-
Building and Innovation in Capital
Deployment
Tom Vander Ark, former Head of Grant-making,
Bill and Melinda Gates Foundation,
Partner, Revolution Learning
• Determining decisive and innovative private solutions
that boost public education performance and meet the
demands of government-led standards for P-12 and
Post Secondary
• Considering fully the role that private companies play
in building up the school infrastructure -- where has
the value-add led to community-add?
• Estimating the capital requirements for boosting
national school infrastructure and considering the
real opportunities and choices available to institutions
and management that want to take part in expanding
America’s global reputation in a flat earth economy
• Creating a solid basis for partnership that will lead to
greater access to capital, real return on investment
and community-focused benefits for students,
educators, and the economy
www.iirusa.com/education 3
main Conference day one
3.00 Examining M & A, Capitalizations and
Innovations in Business Performance that
will Have a Measurable Impact on Funding
• Determining the best course of action for investors and
for operators when one party needs financing or capital
— examining the multiple routes to capital injections
• Using entrepreneurial talent and business skill to
conquer challenges in the acquisition environment
• Charting the nuances of the education industry to
position deals for the best return and long-term stability
• Reaching organizational sustainability by marshalling
the necessary resources – namely people – to become
sustainable and keep performance consistent and of a
high quality
Moderated by:
Mark DeFusco, Managing Director, Berkery Noyes
John Bates, Managing Director, Arlington Capital
Partners
Toby Chu, Chief Executive Officer, CIBT Education
(Canada and China)
Sabrina Kay, Chairman and CEO, Fremont College
Sever Totia, Principal, Edison Ventures Fund
4.00 Economic Disparity and its Impact on
Operations Strategy and Investor Strategy:
Funding, Operations, Regulator y and Legal
Challenges in For-Profit Education in 2010
• What has drawn new private equity performers into this
space in 2010?
main Conference day Two
K12 Track
8.45 Opening Remarks – Conference Chairs
9.00 Keynote: Building Opportunities for a Wider Spectrum of
Students through Scalable Subscriptions
• Is a scalable subscription model of education a threat or an opportunity
for traditional education?
• What incentives are built into this offering to advance high quality
education in K12 and link it to higher ed?
• What will drive forward American education, globally?
Burck Smith,
Chief Executive Officer, StraighterLine
9.30 Online & Bricks and Mortar
Interactive Conversation: Assistive Technology in
America’s Schools
An Intimate Chat about How a School District Plans for and Implements
New Technology to Increase Value of Education and Learning Outcomes.
Peter Leyton will moderate a discussion between a district Curriculum
Superintendent and the district’s Chief Technology Officer.
• Introducing students challenged by reading and speaking to assistive
technology for improved performance and outcomes
• What options are available for Title III investment when it comes to
technology?
• How does this technology address problems with traditional textbooks and
tight budgets that cannot provide enough resources, nor instructors to help
students in these situations?
Moderated by: Peter Leyton, President/Shareholder, Ritzert & Leyton
Dr. Noni Williams, Assistant Superintendent for Curriculum & Instruction,
Holly Area Schools (Michigan)
Matt Mello, Director of Technology, Holly Area Schools (Michigan)
10.15 Networking Break
4
Monday March 1, 2010
• What is more attractive this year and what is preferred
by investors – changes of mergers, connections to ancillary
services, scale, distribution, marketing teams, etc.
• Firsthand anecdotes in going over the optics,
communicating with customers / students, calibrating
growth models and adding value to the business model
• Government considerations during a period of
strengthening fiscal policy and an equally massive
opportunity of funding from the government
• What do current regulatory pressures do for lending,
financing and marketing efforts of a school as it
continues to build scale, look for partners and maintain
a sustainable business model?
Moderated by:
Peter Leyton, President /Shareholder, Ritzert & Leyton
Chris Masto, Senior Managing Director,
Friedman Fleischer & Lowe
Joe Merrill, Senior Director – Business Planning,
Apollo Group, Inc
Laura Palmer-Noone, Chief Executive Officer,
Piccolo Educational Systems
Felix Park, Managing Director, Gryphon Investors
John Schnabel, Partner, Falcon Investment Advisors
5.00 Business Card Exchange and
Networking Opportunity
5.30 Main Conference – 1st Day Ends
TUESday March 2, 2010
Post Secondary Track
Keynote: Defining the Relationship Between Foundations,
Investors and Operators to Advance American Education
• Crafting solutions in student achievement, completion rates, innovations
in technology and funding that enable greater performance for all of
America’s students and institutions
• Measuring the potential of open source on the building of public schools
and improving completion and placement rates
• Creating greater opportunities for students through advancements in
curriculum choice, loan choices, and open education models
Josh Jarrett, Senior Program Officer —­ Special Initiatives,
The Bill and Melinda Gates Foundation
©2009 Institute for International Research, Inc. All rights reserved
Online & Bricks and Mortar
Advancing a Customer-First Model for Online and Bricks
and Mortar Post Secondar y Education
• Assessing how online higher education and for-profit schools build a
truly global business education delivery system that competes with a global
traditional education model and contributes high-level performers to the
economy
• How do school operators handle the task of ensuring their curriculum is
appropriate for what the market demands?
• Where are the unique opportunities for the for-profit post secondary
industry in the online model?
Dr. Clinton Gardner, CEO, Northcentral University
Judith Murray, Vice President – Online Learning, Thompson Rivers
University (BC)
Cathy Snoddy, Assistant Director, Huntington Junior College
Darcy Tannehill, President – Online Campus, The Chicago School
of Professional Psychology
 K12 Track
10.45 Investing and Growth Management
How Are Investors Missing the Point in VC and Private
Equity Verticals that Examine K12?
• How many new ideas and new ventures can the markets support, given
market data and economic pressures?
• How does an industry collectively judge the “average” programs from the
“excellent” programs so that business processes are geared to make the
best for the industry?
• What else is out there and what other opportunities exist that might be
looked over?
Clement Erbmann, Managing Director, First Analysis Corporation
Paul Freedman, Chief Executive Officer, Altius Education
Janet Matricciani, Senior Vice President – Corporate Development, K12, Inc.
Ed Meehan, Managing Director, Arcady Bay Partners
Michael Connelly, CEO, Mosaica Education
11:45 Financials, Lobbying and Lending
Delineating the Funding and Legislative Environment to
Enable Growth and Scale in K12
• How will Race to the Top Funds help states gear towards reform and do
the provisions provide reasonable expectation of an improvement in
national education performance?
• What systems are in place to evaluate how school districts and competitive
service industry companies take advantage of opportunities?
• How can competitive business help the nation to reach achievement levels
in the Five Proposed Priority Areas in Education?
Dayna Stewart, Founder, Dayna Stewart & Associates
Christina Erland-Culver, Former Assistant Secretary for Education in
Interagency Affairs
Carl Tsang, Chief Financial Officer, Charter Schools of America
12.30 Luncheon for Conference Delegates and Speakers
1.30 The Public and Private Debate: Building Bridges to Enhance
America’s Superior Education Model
• What kind of report card does the private sector receive and how effectively
is the private sector bringing up achievement?
• What are the must-haves for a non-profit that wants to work like a for-profit
startup, and how is the process undertaken?
• Achieving self-sustainable operations through value-add in services or
through capital raising projects
John Hage, Chief Executive Officer, Charter Schools USA
Marco Petruzzi, Chief Executive Officer and President,
Green Dot Public Schools
Steve Barr, Chairman Emeritus, Green Dot Public Schools
Bobbi Kurshan, Founder, Curriki
2.30 Public & Private Solutions and Finance
Implementing Enhanced Technologies and Learning Methods
to Assist Students and Teachers
• Articulating the funding mechanism for public schools to better equip
school districts in a constrained budget environment
• Assessing what technologies and tools work in the hands of students and
teachers and how are they best delivered to them and assessed in their use?
• What does every company offering a service need to know about the
differences of the public school district “financial model” in addition to a
school district’s education mission?
Michael Ross, Senior Vice President, Encyclopedia Britannica Online
Victor Vuchic, Program Director – Open Educational Resources,
The William and Flora Hewlett Foundation
Dr. Ken Hartman, Academic Director — Online, Drexel University
3.30 Networking Break
4.00
Overcoming Challenges in a Public School District Model and Learning the Opportunities in Offering Education,
Tailoring the Right Approach to Funding and Scale Living Ser vices and Job Training to Disabled and Uniquely
In the current economic downturn, public school districts have had to be more Classed Adult Learners
and more creative in their attempts to cut costs but maintain the essential
backbone of their operations. This free discussion period with operators of
private businesses and public school district executives will allow investors,
operators, and school district superintendents to listen and provide feedback
about the ways in which virtual teaching technology and cooperative learning
tools ease the burden of operating on a state or local budget.
Andy Ross, Business Development, Florida Virtual Schools
Charles Paul, Chief Executive Officer, Worldwise Education
5.00 End of Day Two
Post Secondary Track
Investing and Growth Management
An Investor & Practitioner Guide to International
Growth & Scale
• Acquiring, training and provisioning for local talent that can extend the
mission of the education company and keep operations and curriculum
central to the culture
• Using technology to lower costs, extend reach, monitor quality and add
value to the diploma
• Enlisting a private equity or other investment partner’s help in capitalizing
the company and extending its mission into more countries
Gene Hayes, International Business Development,
Piccolo Educational Systems, Inc. (United States)
Dean Duperron, President, Sprott-Shaw Community Colleges
(British Columbia)
Bernardo Bolanos, Managing Director, Southland Group (Costa Rica)
Financials, Lobbying and Lending
Using Data and Analysis to Inform Solutions to the 90/10
Conundrum and Credit Crisis Pressures
• Contributing to student loan management, default management and
responsible borrowing protocols that provide advantages for the student
as well as the institutions and lenders
• Finding correlations and trends that influence the shaping of government
policy in the student loan market and implementing a method for
influencing national policy from a grassroots level
Mary Lyn Hammer, Chief Executive Officer,
Champion College Services
Bob Martin, Chief Executive Officer,
Imagine America Foundation
Seeing the Opportunities, Threats and Challenges in India
• Where can FDI influence the education guidelines put in place by the Indian
government to enhance its offerings to global Indian higher education
students and other international students wishing to engage with India?
• Where does India have a platform in place for entrepreneurship, FDI and
domestic investment?
• Defining a purpose and fulfilling that purpose to drive the recruitment of
the appropriate “human capital” to drive the Indian Post Secondary
education industry
Malgosia Green, Chief Executive Officer, LearnHub
John Stuppy, Partner, Edumetrix
Dr. Rahul Choudaha, Associate Director of Development & Innovation,
World Education Services
Accreditation
Seeking Clarity in the Murkiness: Accreditation from an
Expert’s Firsthand Account of the Process
• What do school operators need to look for in national or regional
accreditation strategies – breaking down the scope and goal of each of
those types of accreditations and their particular verticals
• What impact will be levied on national and regional accreditation bodies
with the Department of Education’s emphasis on learning outcomes?
• What you need to know – Strategic positioning, self-analysis, and looking at long
term goals to work in harmony with national and regional accreditation bodies
Elise Scanlon, Partner, Drinker Biddle & Reath
Florence Tate, President Emerita, Potoma College &
Executive Member of the Executive Committee, ABHES Commission
Michael Cooney, Editor & Chair, Career Education Review
• Do private operators of adult assisted living and job training need to
partner with local/state political partners to benefit from funding on the
state, local and federal level?
• What new regulations will impact the shaping of an adult education-themed
service center?
• Analyzing current for-profit models for special needs adult programming to
5 space
pinpoint challenges and opportunities for new and existing entrants in the
Rob Crawford, Chief Executive Officer, Life Development Institute
5

FuturED Symposium
Publishing, Technology, Open Source, Data Ser vices and Distant Learning & Formative Assessment
9.15 Chairperson’s Opening Remarks
9.30 Innovations in Data, Digital Ser vices
and Low-Cost, Curriculum Building, and
Publishing
• Solving the “in-bulk” publishing model to engage
teachers and students to help create their own
textbooks for teaching
• Drafting a list of “what next” options for the publishing
industry in a host of genres, including: interactivity,
digital, electives, vanity press, testing, and more.
• What happens when traditional higher ed morphs
into the model instigated by entrepreneurs seeking
a low-cost, vastly broadcast curriculum and learning
model?
George Kane, Business Development,
Pearson Education
Steve Cooper, Founder, Tech University of America
Burck Smith, Chief Executive Officer, StraighterLine
Ramona J. Pierson, Chief Science Officer & Chairman
of the Board, SynapticMash, INC
10.30 Five Entrepreneurs Who Are Changing the
Education Business Model
Please register to attend the forum. Then submit your
company business model to Douglas Crets,
Director — Education Industry Investment Forum, at
dcrets@iirusa.com. Please include the following in your
business plan submission:
1. Name
2. Name of Company
3. What does your company do
4. How much funding are you looking for
5. What is your exit strategy
6. Complete postal and email contact details
for your business
Supporters
Sponsors:
Berkery Noyes is the leading investment bank
providing mergers & acquisitions advisory,
corporate finance and financial consulting services
to companies in the U.S. and international education markets. Our clients
are publicly held, privately owned and investor-backed companies active in
all key education segments, including: Infrastructure/School Management
Software, Schools (For-Profit Education & Training, and Special Education),
Publishing and Publishing Services, E-Learning, Testing & Assessment,
Supplemental Manipulatives, Tutoring & After School Markets, and
Corporate & Professional Training. Founded in 1988 and based in New York
City, our staff of forty investment banking professionals offers their clients a
potent combination of broad market knowledge, deep transaction
experience, and access to a global network of education and information
industry leaders.
Media Partners:
6 TO REGISTER: Call 888.670.8200 or +1 941.951.7885 International | Email register@iirusa.com
Wednesday March 3, 2010
11.30 Networking Break
12.30 Lunch Roundtable: Achievement In
Education: Entrepreneurs Explain their
Process and their Models for Growth in a
Highly Internet-Penetrated World
• What are some of the pitfalls of the education business
that make entrepreneurial efforts different than in any other
industry, and how are challenges overcome?
• Start up costs: how to raise money to handle the
foreseen and hidden costs of doing business in the
education industry
• Do you need a lobbyist? When and where to pull out
the big guns to get your business idea into the right
board room at the right time
NT Etuk, Chief Executive Officer, Tabula Digita
Joined by:
Stephen Tave, Chief Executive Officer, American
Education Development Corporation
Tom Barber, Partner, Green Comma
1.45 Implementing the “End-User” Mentality in
School Budgeting and Teaching Tools
• What role is given to the push to normative national
or “common” standards when it comes to offerings by
digital companies?
• Building a School Interoperability Network (SIF)
to see where students move vertically or from one
school to another and address gaps in formative
education and skills-building and acquisition
Tom Gilbert, Chairman, Knowledge Delivery
Systems
3.00 End of Conference
Ritzert & Leyton (R&L) is a Washington D.C. area law firm
offering a unique combination of regulatory and corporate
©2009 Institute for International Research, Inc. All rights reserved
services throughout the country based on broad experience
and expertise in post-secondary education matters including
federal student financial assistance, accreditation (national,
regional, and programmatic), licensure, corporate, tax, and mergers and
acquisitions to for-profit institutions, private non-profit institutions, publicly
traded companies, venture capital groups, and several associations of
schools. R&L provides in-depth expertise in resolving federal student financial
assistance and other regulatory compliance issues, including national and
regional accreditation matters. R&L’s experience extends to achieving desired
transactional results in institutional mergers, acquisitions, and reorganizations.
The firm also provides experienced litigation services defending institutions
before regulatory agencies and in federal and state courts.
 Administrative Details

3 Easy
Ways to
Register
Call:
888.670.8200
+1 941.951.7885

Before
Email:
Register@iirusa.com

Before Before
Online:
www.iirusa.com/education

After
Register 12/11/2009 1/8/2010 2/5/2010 2/5/2010
Conference Only (U2175) $1,995 $2,195 $2,295 $2,495
Conference & Clinic A (U2175B1) $2,495 $2,595 $2,695 $2,895
Conference & Clinic B (U2175 B2) $2,495 $2,595 $2,695 $2,895
Conference + Symposium (U2175 B3) $2,795 $2,895 $2,995 $3,195
Conference + Clinic + Symposium (U2175 B4) $3,095 $3,195 $3,295 $3,495

Group Discounts Available
Please contact Dan Harju at +1 646.895.7439 for details. No two
discounts can be combined.
Fee
The standard fee for attending IIR’s Education Industry Investment
Forum is outlined on the registration form. This includes the luncheon
and refreshments, and the conference documentation and materials
submitted by the speakers. You may enclose payment with your
registration or we will send an invoice. Payment is due within 30 days
of registering. If registering within 30 days of the event, payment is
due immediately. Payments can be made by check, Visa, MasterCard,
Discover, Diners Club or American Express. Please make all checks
payable to the “Institute for International Research, Inc.” and write
the name of the delegate(s) on the face of the check, as well as our
reference code: U2175 If payment has not been received prior to
registration the morning of the conference, a credit card hold will be
required.
voucher, at your request, IIR will issue a refund less a $795 processing
fee per registration. Registrants are advised that no credit vouchers
or refunds will be issued for cancellations received less than ten
business days prior to start of the event, including cancellations due to
weather or other causes beyond the Registrant’s control. IIR therefore
recommends that registrants allow for unexpected delays in making
travel plans. Substitutions are welcome at any time.
If for any reason IIR decides to cancel this conference, IIR accepts no
responsibility for covering airfare, hotel or other costs incurred by
registrants, including delegates, sponsors, speakers and guests.
Documentation Order
If you are unable to attend the program, or would simply like to
order additional sets of documentation for your colleagues, they are
available for $395 per set, including taxes, postage and shipping in
the U.S. Please fill out the order form on the back of the brochure.
The documentation is available two weeks after the conference takes
place. CREDIT CARD PAYMENT ONLY.

Dates and Venue Auxiliary Aid

March 1-3, 2010 Any disabled individual desiring an auxiliary aid for this
Ritz-Carlton, Phoenix conference should notify IIR at least 3 weeks prior to the
2401 East Camelback Road, Phoenix, AZ 85016 conference in writing by faxing +1 212.661.6045.

Accommodations Sponsored Events and Table Top Exhibits

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www.iirusa.com/education 7
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Entrepreneurs and Businesses Paving the Way for

Investment, Return and Growth in Scale and Quality
Toby Chu, Chief Executive Officer,
CIBT Education (Canada and China)
Rob Crawford, CEO, Life Development Institute
Mark DeFusco, Managing Director, Berkery Noyes
Dean Duperron, President,
Sprott-Shaw Community Colleges (British Columbia)
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Dr. Clinton Gardner, CEO, Northcentral University
708 Third Avenue, 4th Floor
John Hage, Chief Executive Officer, Charter Schools USA
New York, NY 10017-4103
George Kane, Business Development, Pearson Education
Sabrina Kay, Chairman and CEO, Fremont College
Peter Leyton, President/Shareholder, Ritzert & Leyton
Chris Masto, Senior Managing Director,
Friedman Fleischer & Lowe Research
Institute for International
708 Third
Joe Merrill, Senior Avenue,
Director 4th FloorPlanning,
– Business
Apollo Group, New York,
Inc NY 10017-4103
Judith Murray, Vice President – Online Learning,
Thompson Rivers University (BC, Canada)
Laura Palmer—Noone, Chief Executive Officer,
Piccolo Educational Systems, Inc
John Schnabel, Partner, Falcon Investment Advisors
Sever Totia, Principal, Edison Venture Fund
Victor Vuchic, Program Officer – Open Educational Resources,
The William and Flora Hewlett Foundation
Dr. Noni Williams, Assistant Superintendent for Curriculum &
Instruction, Holly Area Schools (Michigan)
U2175

12th Annual

Education Industr y
Investment Forum
Growing the Country’s Most Valuable Industry through Discussions with Top Operators,
Private Equity Investors and Leaders in For-Profit Education

March 1-3, 2010 | Ritz-Carlton | Phoenix, Arizona

Keynotes from Distinguished Names and New Thinkers in Education

Enhancing Value in National Broadening Education and Increasing
Education through Innovation Social Value through Government and
in Capital Deployment Private Sector Cooperation
Tom Vander Ark Dan Madzelan
Partner, Assistant Secretary –
Revolution Learning Office of Post Secondary Education,
U. S. Department of Education

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