PESC-A4L Summit 2024

A summary of the key focus areas are as follows…

Open Data Standards:

Explore the latest developments and advancements in open data standards within the education domain. Understand how these standards can enhance interoperability, streamline data sharing, and contribute to a more connected and efficient education ecosystem.

Sessions will include: practical examples of routing other data standards using the SIF Infrastructure Specification; creating more shared tools (making standards adoption easier); demonstrating how standards add value – how can we close the gap between standards?; Iowa Transcript Exchange project update; Common Education Data Standard (CEDS); JSON Transcript; and an update on the VA Project (Student Locator, State to HE)

Privacy in Education:

Delve into the critical aspect of privacy within the education landscape. Discuss best practices, regulatory compliance, and ethical considerations in handling sensitive educational data. Learn how to strike the right balance between data-driven insights and safeguarding individual privacy.

Sessions will include: Postsecondary Privacy – What’s being done today? Where can it be found? Is it universal or unique to each institution?; What’s happening with COPPA?; Expanding SDPC into Higher Ed; SDPC Alliance Best Practices; National Data Privacy Agreement v 2; SDPC Registry 101; and overcoming roadblocks in developing an SDPC Alliance.

Lifelong Learning Initiatives:

Showcase initiatives, programs, and technologies that promote lifelong learning. Discuss strategies to support continuous education, skills development, and adaptability in an ever-changing world.

Sessions will include: workgroup sessions on GEOCode; Workforce/JEDx; SIF Infrastructure; JSON-LD / JSON Transcript; Global Education Security Standards (GESS); and Privacy Obligation Documents (PODs)

Collaboration and Networking:

Foster collaboration among attendees, including educators, technologists, policymakers, and industry representatives. Provide opportunities for networking and knowledge exchange to create a community dedicated to driving positive change in education through open data standards and privacy.

The summit will offer a mix of presentations including panel, open, and roundtable discussions as well as continuous networking opportunities throughout the conference.

A summary of the food and beverage items being served during this event can be found here >>

Please note that this agenda is still in draft and ALL timings and sessions are subject to change.

Tuesday, April 30

8:00AM – 12:00PM

[CLOSED] Board Meetings

PESC Board & A4L Association Board of Directors

1:00PM – 2:00PM


1:30PM – 2:15PM

Welcome / Introductions

Summit kickoff. Attendees will be welcomed to the 2024 PESC/A4L Summit by David Moldoff, PESC Board Co-Chair, Ben Silberglitt and Ramah Hawley, A4L Board of Directors Co-Chairs and Steve Smith, A4L Executive Director.

In addition to an overview of the conference attendees will have an opportunity to meet fellow attendees and begin to forge new partnerships. Both A4L & PESC may provide brief updates and organization business.

Presenters: Ramah Hawley & Ben Silberglitt, A4L Community Board of Directors Co-Chairs; David Moldoff, PESC Board Chair

2:15PM – 3:00PM


Marc Schneider

Director of the Institute of Education Sciences, US Department of Education

[KEYNOTE] Laying the Foundation: What have we learned over the past 25 years?

Mark Schneider will share his wealth of experience in supporting student data interoperability projects including his work with State Longitudinal Data Systems. He will reflect upon best practices considerations for large scale projects involving student data including identifying the value in data, and why it is important to consider the return on investment while balancing privacy with data sharing. How can A4L & PESC members learn from past experience as we lay the foundation for supporting lifelong learning?

3:00PM – 3:15PM

Refreshment Break

3:15PM – 4:00PM

EdFACTS, CEDS, and the P20W+ CoI Reference Architecture

[COMMUNITY PROPOSAL] CCSSO, AEM, and PCG will provide an overview of the federal reporting requirements which states have in common, the Common Education Data Standards that support federal reporting, and the P20W+ reference architecture that CCSSO member states have developed to support State Longitudinal Data Systems (SLDS).

Presenters: Greg Nadeau, Public Consulting Group; Tricia Farris, AEM Corp; Jim McGlynn, Public Consulting Group; Ben Silberglitt, CedarLabs

AI & COPPA: Statutory Analysis and Contract Drafting

[COMMUNITY PROPOSAL] Artificial Intelligence and algorithms pose unique challenges for student data privacy. This presentation will highlight legislative efforts to regulate these tools and suggest contract language to protect the privacy and equal education rights of students as well as how the proposed COPPA changes ay impact EdTech products in schools. Don’t miss this opportunity to learn from the experts.

Presenters: Mark Williams, F3 Law; Jim Siegl, Future of Privacy Forum

4:00PM – 4:15PM

Session Break

4:15PM – 5:00PM

John Kraman

Chief Information Officer, Mississippi Department of Education

[KEYNOTE] Modernization Through Standards and Simplification

John Kraman will share Mississippi’s innovative approach to modernizing an old legacy state data collection. In an attempt to build the ideal data system for both districts and the State Department of Education, MS has elected to start from ground zero and build a new rather than incrementally build upon a legacy system. By leveraging today’s technology and the Common Education Data Standards (CEDS), Mississippi hopes to bring all stakeholders together to simplify data collection and analytics.

5:00PM – 5:30PM

Session Break

5:30PM – 7:00PM

Evening ‘Social’ Networking Reception

Come and join us for our evening networking session!

Meet A4L & PESC Staff, Board Members, and your peers in an informal setting. Put faces (and legs) to Community members you have seen on the virtual Project Team, Task Force and Working Group calls!

Please note that this agenda is still in draft and ALL timings and sessions are subject to change.

Wednesday, May 1

7:30AM – 8:30AM


8:30AM – 9:20AM

Steve Wheat

Associate Partner, McKinsey & Company

Ted Rounsaville

Associate Partner, McKinsey & Company

[KEYNOTE] Standards Enable Learning Journeys at Scale

In recent years McKinsey & Company has been involved in many education and workforce development projects that focus on enabling learning journeys by integrating applications to make connections and deliver services at the state level. We have also led research on the future of work and the workforce challenges that our education sector must help to confront. In this presentation we will explore this research, three of our recent projects, and how standards from the EdTech community either enabled these initiatives or where a lack of standards created significant challenges for these states. Our goal in exploring what is working and what is not in large-scale education integration projects is to suggest a potential approach for organizations like A4L, PESC, and 1EdTech to focus on the most impactful standards.

9:20AM – 10:10AM

Bridging the Gap: Maximizing Value and Ease in Standards Adoption

Why use standards at all? It can sometimes be alluring to think we will pay “ACME vendor” to solve all of our problems and that – tactically and for one project- might make sense. But if you are interested in re-usability, maintenance, sustainability, and building a future-proof foundation for your agency or enterprise it is essential to utilize standards as much as possible. So how do you maximize the value of using standards and make it easier to adopt? This session asks that question to the whole conference and sets the stage for the outcomes of the conference. The results of this session will be published to everyone at the conference.

Presenters: Alex Jackl, Bardic Systems; Jim Goodell, QIP; Jim Ireland, HR Open Standards

10:10AM – 10:30AM

Refreshment Break

10:30AM – 11:20AM

Credentials across Lifelong Learning

There has been a lot of discussion about credentials. certifications, competency-based-learning, and wallets. As education slowly (some would say glacially) changes; the shape, standards and structures we use need to evolve at a pace that leads and guides the standards and thought leadership for the future. How do we navigate this new landscape and deal with the fact that most of credential landscape tied to formalized education is in a rigid model that is becoming outmoded? Alex, Marc, and Eric will discuss this with the conference and look at a path forward for both adaptors and the standardization bodies.

Presenters: Alex Jackl, Bardic Systems; Marc Booker, University of Phoenix; Eric Levy, Cambridge Public Schools

National Data Privacy Agreement (NDPA) v2

This is a great opportunity to get your questions answered about the NDPA V2 . Experts will discuss the improvements in the National Data Privacy Agreement found in version 2. Don’t miss this opportunity to learn from the experts.

Presenters: Jim Siegl, Future of Privacy Forum; Steve Setzer, Loop Data; Mark Williams, F3 Law

11:20AM – 11:30AM

Session Break

11:30AM – 12:20PM

Teacher Talent Pipeline – Learning and Employment Record Use Case / LERRS:  Demonstrating the power of standards working together to support lifelong learning

[COMMUNITY PROPOSAL] Next school year, a critical mass of states will demonstrate the power of LERs by transforming the Teacher Talent Pipeline with verifiable micro-credentials that participants can hold and control from any standards compliant digital wallet and redeem for automated licensing and job placement and advancement.

Presenters: Greg Nadeau, Public Consulting Group; Jim Ireland, HR Open Standards; Kimberly Linson, Level Data

Safeguarding Student Data: Navigating Legal, Ethical, and Privacy Implications?

[COMMUNITY PROPOSAL] In today’s digital landscape, the handling of student data demands meticulous attention to legal, ethical, and privacy considerations. Innovation in education is vital to supporting students, but must be appropriately implemented in light of inequities in research, technological advances, and the changing regulatory landscape. The constantly evolving federal and state privacy laws have unique impacts on stakeholders working with student data. Ethical standards for research involving student data go beyond many legal frameworks and are necessary to uphold the privacy of student data. Our panel, composed of experts from SETA-ED with extensive experience in this domain, will explore the approaches to navigating these challenges safely while encouraging innovation. We will also spotlight the vital role of data governance, technical Infrastructure design, privacy, and security reviews in handling student data and navigating partnerships. Join us to gain invaluable insights into managing the complexities of student data while fostering innovation in education research responsibly.

Presenters: Amelia Vance, Public Interest Privacy; Melina Uncapher, SETA-ED; Imani Goffney, University of Maryland

12:20PM – 1:30PM


1:30PM – 2:20PM

A Comprehensive Approach to Student Data Privacy: Lessons from Utah

[COMMUNITY PROPOSAL] This session offers a deep dive into Utah’s pioneering journey in student data privacy, from legislative actions to the creation of a robust privacy infrastructure within the education system. Through the lens of Utah’s experience, we’ll explore the enactment of pivotal student data protection laws, the formation of a dedicated student data privacy team, and the training and resources developed for educators, administrators, and parents. The session aims to provide actionable insights into building and sustaining a privacy-conscious educational environment.

Presenter: John Lyman, Utah State Board of Education

Exploring the SIF Infrastructure for Postsecondary and Workforce

The A4L Community defines its global Infrastructure to be simple, secure, scalable, and standard. The standard is primarily  used by K-12 within the United States, but are there opportunities for it to be used by other segments of the education sector both within and outside the US. Contribute to the discussion on how the SIF infrastructure is being / can be applied beyond K-12.

Presenters: Alex Jackl, Bardic Systems; Jim Ireland, HR Open Standards; Jim Kelly, Jim Kelly Technologies; and Mike Reynolds, CedarLabs

Addressing Learning Mobility Collaboration

Student transitions cross institutional boundaries, practices, and infrastructure following pathways, dual enrollment, articulation agreements, and enrollment are fraught with friction, redundancy, and barriers that increase costs, create delays, and inhibit improvements desired across the ecosystem. When learners cross boundaries, they trigger events necessitating access to data, validation of that data, and tasks that overlap multiple organizations with disparate technologies. Isn’t it time we layout a roadmap/plan to address the learner, educational providers, and stakeholders interactions so we can improve student success and market demands? This session will focus on a shared conversation leading to next steps and a roadmap to guide our collaborative efforts.

Presenter: David Moldoff, AcademyOne

2:20PM – 2:30PM

Session Break

2:30PM – 3:20PM

Using a Reference Architecture to Connect Standards & Build a Comprehensive Data Modernization Plan

[COMMUNITY PROPOSAL] The Maine Department of Education is on a journey to modernize the entirety of their data infrastructure. While this may seem daunting, our approach has been a step-by-step process that prioritized open data standards and interoperability, identifying these areas as keys to the rest of the puzzle. More recently, the CCSSO’s Community of Innovation has developed a Reference Architecture that has validated our approach and given us additional structure on which to plan the rest of our project: building connections between K-12 and other state departments, including higher education, to create a P-20W+, CEDS-aligned data lake and reporting ecosystem. Learn what Maine has accomplished so far, what our next steps are, and how our work aligns to this important Reference Architecture tool.

Presenters: Kathy Warren, Main Department of Education; Ben Silberglitt, CedarLabs; Marc Hoffmeister, eScholar

The Future is Now: Embracing AI in Higher Education

[COMMUNITY PROPOSAL] Everyone is talking about AI and rightfully so: It has the potential to be one of the most important new technologies ever. This session explores how Oracle AI, specifically designed for higher education, can answer a question that keeps many in higher education up at night: how do we prepare our institutions for a future that seems constantly in flux? With the help of cutting-edge technology specifically designed for the unique needs of higher education, we can not only see the future more clearly, but actively shape it to our advantage. Discover how Oracle AI can empower institutions to adapt, innovate, and thrive. Join us as we unveil practical applications that future-proof your institution.

Presenter: Vivian Wong, Oracle

Enhancing Ethical Reviews for Research Projects

[COMMUNITY PROPOSAL] There is a critical need for improved ethical reviews in research projects, particularly concerning the collection and use of children’s data from marginalized populations. While traditional Institutional Review Board (IRB) processes play a vital role, they often fall short in comprehensively addressing the complex risks inherent in student and child privacy contexts. At the Advanced Education Research & Development Fund, our team built an ethical review process that recognizes the multifaceted nature of potential harms and the evolving legal landscape surrounding child data. We go beyond traditional risk assessments, considering not only physical and autonomy harms but also reputational risks and the broader ethical implications of data usage. Our multi-phased approach equips researchers with actionable recommendations and resources to mitigate risks effectively. By fostering collaboration and trust between researchers and stakeholders, our third-party review process strengthens the ethical validity of projects while protecting of research subjects, particularly children from marginalized backgrounds. Join us in discussing how to practically apply ethical standards in research and safeguarding the dignity and privacy of vulnerable populations.

Presenters: Amelia Vance, Public Interest Privacy; Melina Uncapher, SETA-ED; Imani Goffney, University of Maryland

3:20PM – 3:40PM

Refreshment Break

3:40PM – 4:30PM

Meeting the Needs of Postsecondary Student Data Privacy

How is the post-secondary sector handling privacy in student data exchange? What is different from K-12, workforce, etc.? Are the practices consolidated in one place; where can they be found? Is it universal or unique to each institution? What is different when you move outside the US? How can what A4L brings to the table help? Help us answer these question and more to make sure learners are supported as they move from between levels of education, between institutions, and between countries.

Presenters: Mark Williams, F3 Law; Jennifer Thorpe, University of Missouri

Spooked by Apps: Making Teachers the Guardians of Student Data Privacy

[COMMUNITY PROPOSAL] This interactive session, tailored for tech directors, will explore innovative tools and engaging strategies to transform teachers into proactive defenders of student data. Dive into the “Scary Apps” theme, where we’ll uncover the hidden risks lurking in everyday educational technology and provide practical, enjoyable solutions for fostering a culture of privacy advocacy at the classroom level. Discover how to illuminate the shadowy corners of student data privacy through fun, collaborative workshops, dynamic app reviews, and actionable policies that resonate with educators. Leave empowered with the knowledge and resources to turn apprehension into action, making student data privacy a shared priority in your educational community.

Presenters: William Fritz & Stacy Hawthorne, Learn21

Virginia: First with SIF Unity (4.x) for Providers

[COMMUNITY PROPOSAL] This summer Virginia will use the very latest SIF infrastructure and North American data model for statewide, two-way data exchange with the market leading student information systems. Come learn about the future of statewide data collection and student ID distribution.

Presenters: Steve Setzer, Loop Data; John Lovell, A4L Community

4:30PM – 4:40PM

Session Break

4:40PM – 5:30PM

Maximizing Impact, Minimizing Risks: Fostering Responsible Use of AI in Education

[COMMUNITY PROPOSAL] Incorporating AI into classroom instruction has the potential to transform learning experiences and improve student outcomes, but without proper guidelines and safeguards in place, there is a serious risk of violating student privacy. As educators, researchers, and policymakers continue to explore the possibilities of using AI in education, it is crucial to consider and address the associated ethical and legal risks. Gain valuable insights into how the primary federal student privacy law, the Family Educational Rights and Privacy Act (FERPA), applies to AI use in education as well as the ethical considerations that must be taken into account. Our expert panel will focus on actionable steps and key takeaways to foster responsible use of AI in education to create a more equitable, effective, and privacy-protective learning environment for all students.

Presenters: Amelia Vance, Public Interest Privacy; Marc Booker, University of Phoenix; Alex Jackl, Bardic Systems

Skills – Linking Education and Career

[COMMUNITY PROPOSAL] This session will share the skill-mapping infrastructure showing how employer data (SOC codes/Job titles/Skills) are leveraged within the development of academic programs to integrate career relevant skills and micro-credentials in courses and outcomes.

Presenter: Hilary Halpern, University of Phoenix

Improving International Document Exchange

Learn how PESC groups and members are working together to improve document exchange around the globe. PESC’s GEOCode database provides a single code for Global Education Organizations, which simplifies document exchange across borders, reducing fraud and processing costs, and improving data quality. Digitary by Parchment delivers a document exchange framework to clients in Canada, Australia, New Zealand, Ireland, and China, putting the control of PDF and PESC XML documents in the hands of the learners, and allowing them to share documents with whomever they want whenever they are needed. The Canadian PESC User Group (CanPESC) allows data exchange partners to share knowledge, support implementation of PESC standards, and work collaboratively to keep the standards relevant to their needs.

Presenters: Doug Holmes, Ontario Universities Application Center; Bert van der Geest, Parchment; Matt Bernis, University of Southern California; Michael Sessa

Please note that this agenda is still in draft and ALL timings and sessions are subject to change.

Thursday, May 2

7:30AM – 8:30AM


8:30AM – 9:20AM

Global Education Security Standard (GESS) Overview

Attendees will leave the presentation with an understanding of the impact of a lack of uniform security expectations for EdTech providers and how the Global Education Security Standard (GESS) is addressing this issue. Audience members will be presented with the current version of GESS and leave the presentation with the knowledge, tools and resources to begin applying GESS to their organization whether they are an education institution or an EdTech provider.

Presenters: Connie Coy, MOREnet; Josh Olstad, Oyster River Cooperative School District, NH; Brian Rowse, ParentSquare

Fall 2023 Update on Transfer Student Enrollment, Pathways, and Outcomes

[COMMUNITY PROPOSAL] This presentation will discuss longitudinal findings on transfer enrollment patterns for the recent three years (fall 2021 to 2023). Results are disaggregated by academic year, student demographics, starting sector, transfer pathway, and different types of community colleges, among other variables. In addition, we will present what percent of entering community college students reach transfer and completion milestones within six years, providing early insights into outcomes for later pandemic-impacted cohorts who may still be enrolled. Results of the study, based on detailed data only available through the National Student Clearinghouse, will help educational leaders and policy makers understand recent student mobility trends that could inform ways to improve transfer policies and practices.

Presenters: Sarah Karamarkovich & Hee Sun Kim, National Student Clearinghouse

Federal & State Student Privacy Law Updates

[COMMUNITY PROPOSAL] Artificial Intelligence and algorithms pose unique challenges for student data privacy. This presentation will highlight legislative efforts to regulate these tools and suggest contract language to protect the privacy and equal education rights of students.

Presenter: Amelia Vance, Public Interest Privacy

9:20AM – 9:30AM

Session Break

9:30AM – 10:20AM

SDPC Alliance Best Practices

In the increasingly digital world, the challenge of ensuring student data privacy has become paramount. Join us for an insightful panel discussion featuring a diverse group of technology leaders from various districts across the nation. Our panelists will share their unique experiences and strategies to tackle the current challenges faced by school districts and states in maintaining student data privacy in collaboration with EdTech vendors.

Presenters: Ramah Hawley, The Education Cooperative, MA; Connie Coy, MOREnet, MO; Bruce Patrou, St. Johns County School District, FL; Dawn Schiavone, NWOCA, OH

Transforming Transcript Delivery with JSON and JSON-LD

The State of Iowa is using a PESC XML inspired JSON transcript standard to deliver records over A4L’s SIF Infrastructure. PESC’s JSON Transcript Workgroup is developing a JSON-LD transcript schema that will enable linking from the electronic transcript to details that are discoverable on institution websites. Learn how these initiatives are moving forward in parallel, working together and with others to ensure their efforts are compatible. Now is your opportunity to provide your input on where these initiatives should go next, what are the benefits from this new approach, and what else would have to be added to the schema to apply it to other use cases.

Presenters: Roger Petersen, Iowa Department of Education; Jim Kelly, Jim Kelly Technologies; John Lovell, A4L Community

Data Sharing with Community Partners

[COMMUNITY PROPOSAL] Data sharing between community based student programs and schools has been an issue for many years. How to remain compliant with FERPA and other student data privacy obligations while sharing student participation data.

Presenters: Robert Emery, Khari Milner, & Eric Levy, Cambridge Public Schools

10:20AM – 10:50AM

Refreshment Break

10:50AM – 12:00PM

The Future of Privacy & Security

After two full days of deep dives into privacy, security and interoperability, experts in privacy and security will attempt to paint a picture of what lies ahead. Panelists with a variety of expertise will provide insights into the future of privacy and security in the PK20W+ ecosystem. This will be an opportunity for attendees to apply what was learned over the past two days and begin to plan ahead and help PESC and the A4L Community ensure that both organizations are developing resources to move the ecosystem forward.

Presenters: Jim Siegl, Future of Privacy Forum; Brian Rowse, ParentSquare; Alex Jackl, Bardic Systems; Jennifer Thorpe, University of Missouri

12:00PM – 12:30PM

Closing Session

Steve Smith and Dave Moldoff will summarize the conference and engage the attendees with closing statements and opportunity for input from all attendees.

Presenters: Steve Smith, A4L Community; David Moldoff, PESC


[CLOSED] SDPC Resource Registry User Group meeting

A4L Community members / SDPC Resource Registry Users only