Focusing business leaders on the important role of public education for the future of and engaging them in using their leadership to build support for sustaining and improving North Carolina’s system of public schools. Sponsors Agenda

Wednesday, May 30, 2012 Setting the Stage for Education Changes

5:45 – 6:30 p.m. Welcome Reception (Ballroom 1 – Pre-function Area)

6:30 – 6:45 p.m. Welcome & Introductions (Ballroom 1) Leslie Winner, Director, Z. Smith Reynolds Foundation

6:45 – 7:20 p.m. Dinner Served (Ballroom 1)

7:00 – 7:20 p.m. A View into the Future

Stan Kelly, Lead Regional President, Carolinas Community Banking, Wells Fargo & Company Thom Tillis, Speaker, N.C. House of Representatives

7:20 – 8:20 p.m. Setting a Course for Excellence: An Exchange of Perspectives Moderated by: Anita Brown-Graham, Executive Director, Institute for Emerging Issues

James Holshouser, , State of North Carolina (1973-1977) James B. Hunt, Jr., Governor, State of North Carolina (1977-85; 1993-2001) Bill Bates, Chief of Staff, Council on Competitiveness and Executive Director, Global Federation of Competitiveness Councils, Jon Schnur, Executive Chairman & Co-Founder of America Achieves

Closing & Wrap Up 8:20 – 8:30 p.m. Stan Kelly and Leslie Winner Thoughts From the Top Introduction by: Gov.

Agenda Beverly Perdue, Governor, State of North Carolina Thursday, May 31, 2012 A Conversation with North Carolina’s Education Leadership 7:00 – 8:00 a.m. Continental Breakfast (Ballroom 1 – Pre-function Area) Moderated by: Ann Goodnight, Director, Community Relations, SAS Institute Inc.

8:00 – 8:10 a.m. Welcome (Ballroom 1) June St.Clair Atkinson, State Superintendent, N.C. Department of Public Instruction Gov. James B. Hunt, Jr Bill Harrison, Chairman, N.C. Board of Education Tom Ross, President, The University of North Carolina 8:10 – 8:35 a.m. Strengthening Our Education System Sharon Morrissey, Senior Vice President and Chief Academic Officer, Introduction by: Gov. James Holshouser N.C. Community College System Phil Berger, President Pro Tempore, N.C. General Assembly LUNCH – Disrupting Class, Again (Ballroom 1) 8:35 – 8:55 a.m. ate of Public Education and My Bottom Line Introduction by: Jim Whitehurst, President and CEO, Red Hat Brad Wilson, President and CEO, Blue Cross and Blue Shield of North Carolina Michael Horn, Executive Director, Innosight Institute Education Practice and Co-Author 8:55 – 9:35 a.m. A Changing North Carolina: Education Attainment, of Disrupting Class: How Disruptive Innovation Will Change the Way the World Learns Demographic Trends and New Employer Needs Introduction by: Judith Rizzo, Director, James B. Hunt, Jr. Institute BREAK (Ballroom 1 – Pre-function Area) for Educational Leadership and Policy Ways Other States are Moving Ahead Jim Johnson, Director, Urban Investment Strategies Center, Frank Hawkins Kenan Institute of Moderated by: Diane Adams, Executive Vice President of Culture and Talent, Allscripts Private Enterprise; William R. Kenan Jr. Distinguished Professor of Strategy and Entrepreneurship, Kenan-Flagler Business School, University of North Carolina at Chapel Hill Linda Noonan, Executive Director, Massachusetts Business Alliance for Education Jamie Woodson, President and CEO, Tennessee S.C.O.R.E 9:35 – 10:15 a.m. Driven by the Numbers: An Examination of Education Introduction by: Tricia Willoughby, Executive Director, North Carolina Business Discussion: A Model of Engagement for North Carolina Committee for Education Facilitated by John McArthur, Executive Vice President, Progress Energy and Cynthia Marshall, President, AT&T North Carolina J.B. Buxton, Founder & Executive Director, Education Innovations Group Positioning North Carolina to Finish First: 10:15 – 10:30 a.m. BREAK (Ballroom 1 – Pre-function Area) Recognizing the Need for Leadership Introduction by: Gov. James B. Hunt, Jr. 10:30 – 11:00 a.m Driven by the Changed Context Introduction by: Gov. James B. Hunt, Jr. Linda Darling Hammond, Charles E. Ducommun Professor of Education, School of Education, Stanford University Common Core State Standards for K-12 Students (video) Response by: Sam Houston, President and CEO, N.C. Science, Discussion: Getting Going Mathematics & Technology Education Center Facilitated by: Leslie Winner

11:00 – 11:25 a.m. Opportunities and Challenges from a Local Perspective Closing Remarks Introduction by: Leslie Winner James Holshouser & Gov. James B. Hunt, Jr.

Maurice “Mo” Green, Superintendent, Guilford County Schools Phil Berger Speakers Phil Berger is the President Pro Tempore of the North Carolina Senate, Diane Adams and the first Republican Senate leader in more than a century. He Allscripts represents the state’s 26th Senate district, which includes Guilford and Rockingham counties. Senator Berger was first elected in 2000. Diane Adams leads Culture and Talent for Allscripts. Her team is Senator Berger earned a bachelor’s degree in sociology from Averett focused on recruiting, developing and recognizing the very best talent College, and a law degree from Wake Forest University. He lives with while building a culture of passionate, engaged team members. As his wife, Pat, in Eden, where he practices law. He has three children – the Executive Vice President of Culture and Talent for Allscripts, Diane Kevin, Phil Jr., and Ashley – and four grandchildren. is accountable for shaping the human resources vision, culture, talent and executive development strategies that will enable the company Anita Brown-Graham to meet rapidly-changing business and market requirements. The Institute for Emerging Issues Culture and Talent team is focused on building a high-performance environment where people, learning and fun are the priorities. Anita Brown-Graham joined the Institute for Emerging Issues (IEI) as director in January 2007. Housed at NC State University, IEI is June St. Clair Atkinson a public policy organization committed to North Carolina’s future Department of Public Instruction competitiveness. Anita leads the organization in galvanizing public, private, and nonprofit sector leaders around emerging issues in June St. Clair Atkinson is the first woman elected State health, education, environments, and the economy. Her role is to Superintendent of the Public Schools in North Carolina build consensus for public policy change. She works with diverse and has served in this position since August 2005. As State and often fractious constituencies and, through collaboration and Superintendent, Dr. Atkinson oversees almost 1.5 million students in innovation, Anita has helped IEI accomplish impressive outcomes. over 2,500 public schools. She has more than 35 years of experience in education. During her career, she has served as a chief consultant J.B. Buxton and director in the areas of business education, career and technical Education Innovations Group education, and instructional services within the NCDPI. A former business education teacher, Dr. Atkinson has been involved in John B. (J.B.) Buxton is the founding principal of the Education instruction and curriculum development throughout her career. Innovations Group, a consulting practice focused on state education strategies for improving PreK-12 and postsecondary Bill Bates public education. Buxton works with groups such as the Bill & Council on Competitiveness Melinda Gates Foundation, the Southern Regional Education Board, the US Department of Education, Complete College America, William Bates is Chief of Staff of the Council on Competitiveness state departments of education, and nonprofit organizations on and Executive Director of the Global Federation of Competitiveness such issues as school turnaround, teacher effectiveness, change Councils. As Chief of Staff, Bill provides policy analysis and strategic management and implementation, and college completion. Prior consultation to the president & CEO and serves as a member to starting the Education Innovations Group, Buxton served as the of the senior leadership team. As the Executive Director of the Deputy State Superintendent of the North Carolina Department of Global Federation of Competitiveness Councils, a network of over Public Instruction. 30 competitiveness councils from around the world, he manages the U.S. Council’s role as secretariat to the GFCC and serves as the principal point of contact to the member organizations of the Global Federation. Linda Darling-Hammond Bill Harrison Stanford University North Carolina Board of Education

Linda Darling-Hammond is Charles E. Ducommun Professor of Dr. Bill Harrison is the chairman of the North Carolina Board Education at Stanford University where she has launched the of Education and serves as Governor ’s advisor for Stanford Center for Opportunity Policy in Education and the School education transformation. Dr. Harrison was appointed to the Redesign Network and served as faculty sponsor for the Stanford State Board of Education in March 2009 and appointed in Teacher Education Program. She is a former president of the September 2010 to chair the Governor’s Education Transformation American Educational Research Association and member of the Commission, which oversees the state’s implementation of the National Academy of Education. In 2006, this report was named federal Race to the Top grant. In addition to more than 11 years as one of the most influential affecting U.S. education and Darling- superintendent of Cumberland County Schools, he also served as Hammond was named one of the nation’s ten most influential superintendent in Orange County and Hoke County. people affecting educational policy over the last decade. James Holshouser Ann Goodnight Former Governor, State of North Carolina SAS Institute Inc. A Watauga County native and former governor of North Carolina Ann Goodnight serves as Director of Community Relations at SAS. (1973-1977), Gov. James Holshouser spent four terms in the N.C. She is a member of the Board of Governors of the University of General Assembly, where he was vice chairman of the House North Carolina system and the National Advisory Board for the Judiciary and Rules Committees. As governor, he served on the William and Ida Friday Institute for Educational Innovation at Executive Committee of the National Governors Conference. He North Carolina State University, where she was a former trustee. is a member emeritus of the Board of Governors of the University She is a member of the National Board for Professional Teaching of North Carolina, where he chaired the personnel and budget Standards President’s Roundtable. Ann is also a co-founder and committees, as well as the search committee that recommended board member of Cary Academy and serves on the boards of the UNC President Molly Broad. The UNC-Chapel Hill law graduate NC Public School Forum, YMCA of the Triangle, and the UNC Center has also served on the Board of Trustees of Davidson College, his for International Understanding. undergraduate alma mater. Holshouser is a Pinehurst, N.C., resident and senior partner in the Sanford Holshouser law firm. Maurice “Mo” Green Guilford County Schools Michael Horn Innosight Institute Approved by the Guilford County Board of Education on July 24, 2008 as Guilford County Schools’ third superintendent, Green is Michael B. Horn is the co-founder and executive director of the committed to providing all students an excellent, well-rounded education practice of Innosight Institute, a non-profit think tank education. In the three years of Green’s leadership, the district has devoted to applying the theories of disruptive innovation to solve raised its graduation rate, student achievement on test scores and problems in the social sector. In this capacity, Horn leads a team scholarship dollars for graduating seniors. Prior to joining Guilford that educates policymakers and the public on how to encourage County Schools, Green held several positions with Charlotte- innovation in education based on its ongoing research, which Mecklenburg Schools. explores how to transform America’s education system from its current factory-based model into a student-centric one in which every student can realize her human potential. In 2008, Horn co- authored the book, “Disrupting Class: How Disruptive Innovation Will Change the Way the World Learns” with Harvard Business School Professor Clayton M. Christensen and Curtis W. Johnson. Sam Houston Stan Kelly NC Science, Mathematics and Technology Education Center Wells Fargo

Samuel H. Houston, Jr., Ed.D., is President and Chief Executive Stan Kelly is Regional President for Carolinas Community Banking, Officer of the North Carolina Science, Mathematics, and Technology which includes both North Carolina and South Carolina. He leads Education Center. The Center is dedicated to the advancement the retail, small business and business banking operations for Wells of science, mathematics, and technology in the schools of North Fargo in the region, serving customers through more than 460 Carolina and around the nation. The NC STEM Learning Network stores and approximately 900 ATMs. He and his team also work operates out of the SMT Center. Prior to this appointment Dr. closely with Wealth Management, Commercial Banking, Residential Houston served as Vice President for Program and Policy of EdGate, Mortgage and Commercial Mortgage in local communities to Inc. and was the first executive director of the University of North ensure an outstanding customer experience. He has held this Carolina Center for School Leadership Development. position since 2009.

James B. Hunt, Jr. Cynthia G. Marshall Former Governor, State of North Carolina AT&T North Carolina

As Governor for four historic terms, has led North Cynthia Marshall is currently President, AT&T North Carolina, and Carolina through two decades of dramatic economic change. It directly responsible for the company’s regulatory, legislative and was during his tenure as Governor that the state transitioned community affairs activities in the state while overseeing AT&T’s from an economy of primarily traditional industries toward one operations of 7,500 employees. She has over 30 years of experience that includes knowledge-driven industries such as biotechnology, in the telecommunications industry, joining Pacific Bell in July pharmaceuticals and information technology. Today, Governor 1981. Since then she has held a variety of management positions in Hunt is a member in the law firm of Womble Carlyle Sandridge & operations, human resources, network engineering and planning, Rice, LLC and serves as chairman of the James B. Hunt, Jr. Institute and regulatory/external affairs. She was named to her current for Educational Leadership and Policy in Chapel Hill. He also is position in January 2007. chairman of the boards of the National Center for Public Policy and Higher Education and the Institute for Emerging Issues at North John McArthur Carolina State University. Progress Energy

Jim Johnson John McArthur was named executive vice president in September University of North Carolina 2008. In that role, he is responsible for corporate and utility support functions, including Corporate Services; Corporate James H. Johnson, Jr. is the William Rand Kenan, Jr. Distinguished Communications; Human Resources; External Relations; Legal; Professor of Entrepreneurship and Strategy at the University and Audit Services. He serves as general counsel and corporate of North Carolina at Chapel Hill. He holds degrees from North secretary, a position he has held since January 2004. In this role Carolina Central University (B.S., 1975), the University of Wisconsin he also serves as the Company’s chief ethics and chief compliance at Madison and Michigan State University (PhD, 1980). Selected officer. Previously he served as senior vice president - Corporate by Fast Company magazine as one of the “17 … brightest thinkers Relations and as vice president - Public Affairs. McArthur came to and doers in the new world of work,” Jim’s current research Progress Energy in December 2001 after serving as a senior adviser and consulting activities focus on the workforce and workplace to N.C. Gov. . McArthur directed major policy initiatives implications of post-1990 demographic changes in the U.S; and as well as media and legal affairs for the governor. on how to create highly competitive and sustainable business enterprises and communities in the current era of economic uncertainty and global insecurity. Sharon Morrissey Judith Rizzo NC Community College System James B. Hunt, Jr. Institute for Educational Leadership and Policy

As the Senior Vice President for Academic and Student Services and Dr. Rizzo began her career as a junior high school teacher in the Chief Academic Officer for the North Carolina Community College Boston Public Schools. During her sixteen year career in Boston, System, Dr. Sharon E. Morrissey initiates, develops and administers Dr. Rizzo held a number of positions including consulting teacher, state-level policies and strategies to improve student access, bilingual coordinator, and director of staff development. She also enhance program quality, and increase student success. She is led the court-ordered desegregation programmatic effort including responsible for state-level coordination of literacy and foundational the coordination of cultural organizations, university support, and skills education, academic programs, student success policies, parent/community involvement. In 2002, she became the first federal basic skills and technical education grants, and related executive director and CEO of the James B. Hunt, Jr. Institute for resource development activities. Educational Leadership and Policy.

Linda Noonan Tom Ross Massachusetts Business Alliance for Education University of North Carolina System

Linda M. Noonan is Executive Director of the Massachusetts Thomas W. Ross became President of the 17-campus University of Business Alliance for Education, an organization committed to high North Carolina on January 1, 2011. After a short stint as an Assistant quality public education that will prepare all students to engage Professor of Public Law and Government at UNC-Chapel Hill’s successfully in a global economy and society. Prior to joining MBAE School of Government, Ross joined the Greensboro law firm of in July 2005, Linda served as Executive Director of The Alliance for Smith Patterson Follin Curtis James & Harkavy in 1976. He left the the Commonwealth (now the International Business Council of firm in 1982 to serve as chief of staff in the Washington, D.C., office AIM), a nonpartisan research and educational foundation helping of U.S. Congressman Robin Britt. The following year, at the age companies increase their global competitiveness to create and of 33, Ross was appointed to fill a vacancy on the North Carolina maintain jobs locally. Superior Court. In 2001, he left the bench to serve as executive director of the Z. Smith Reynolds Foundation. Ross stepped down in Beverly Perdue 2007 to return to Davidson College as its President, serving in that Governor, State of North Carolina role until he assumed leadership of UNC.

In January 2009, Bev Perdue was inaugurated as the 73rd Jon Schnur Governor of North Carolina and our state’s first woman governor. America Achieves Before entering public service, Perdue worked as a public school teacher, as director of geriatric services at a community hospital Jon Schnur is executive chairman and co-founder of America in her hometown of New Bern, and earned a Ph.D. in Education Achieves. Schnur is also the co-founder and former CEO of New Administration. Governor Perdue has also served in the State Leaders and serves on its Board of Directors. He recently served as House, State Senate and as Lieutenant Governor for 8 years. As a senior advisor to U.S. Secretary of Education Arne Duncan, co- state legislator, Perdue was part of several landmark initiatives, chairman of the Obama for America Education Policy Committee including raising teacher salaries from 43rd to 21st in the nation, and as a member of the Obama Presidential Transition Team. starting the Children’s Health Insurance Program, and creating the Previously, Schnur served as President Clinton’s White House Clean Water Management Trust Fund. Associate Director for Educational Policy, Senior Policy Advisor on Education to Vice President Gore and special assistant to U.S. Secretary of Education Dick Riley. Thom Tillis Brad Wilson NC House of Representatives Blue Cross and Blue Shield of North Carolina

Rep. Thom Tillis represents the 98th District in the North Carolina Brad Wilson is president and chief executive officer of Blue Cross House of Representatives. First elected to office in 2006, he was and Blue Shield of North Carolina (BCBSNC). He brings to the elevated to Speaker in 2011. Until 2009, Tillis spent many years job extensive business experience, public policy expertise and a as a management consultant. This included work as a partner at strong record of community involvement. Wilson is a native of PricewaterhouseCoopers and later for IBM, which purchased the Watauga County and was the first person in his family to attend practice from PwC in 2002. college. He views his leadership role at BCBSNC as a culmination of his commitment to serve North Carolina and its people. Wilson Jim Whitehurst became president and CEO in 2010. He has served in a variety of senior leadership positions since coming to BCBSNC in 1995, Red Hat including executive vice president, chief operating officer, general counsel and corporate secretary. Jim Whitehurst was named President and Chief Executive Officer of Red Hat in December 2007. Whitehurst joined Delta Air Lines in 2002, serving in various roles, most recently as Chief Operating Leslie Winner Officer, responsible for Operations, Sales and Customer Service, Z. Smith Reynolds Foundation Network and Revenue Management, Marketing and Corporate Strategy. A native of Columbus, GA, Whitehurst graduated from Leslie joined the Z. Smith Reynolds Foundation in January 2008 as Rice University in Houston, Texas, with a bachelor’s degree in Executive Director. Prior to her arrival, Leslie served as Vice-President Computer Science and Economics. He also attended Friedrich- and General Counsel to the University of North Carolina. She has Alexander University in Erlangen, Germany, holds a general course also served as general counsel to the Charlotte-Mecklenburg Board degree from the London School of Economics and an MBA from of Education and in the North Carolina Senate. She was an adjunct Harvard Business School. professor at UNC-CH School of Law; was partner in the law practice of Ferguson, Stein, Watt, Wallas, Adkins & Gresham; was staff and Tricia Willoughby managing attorney for Legal Services of Southern Piedmont, Inc. and served as law clerk to the Honorable James B. McMillan, Judge of the NC Business Committee for Education US District Court for the Western District of North Carolina.

Tricia Willoughby is the Executive Director of the North Carolina Business Committee for Education (NCBCE), a 501 (c) (3) non- Jamie Woodson profit located in the Office of the Governor. NCBCE continues to Tennessee S.C.O.R.E. provide the collective business voice for public education as it has continuously for nearly 30 years. Mrs. Willoughby was appointed Jamie Woodson guides SCORE’s work as President and CEO and has to serve an eight-year term on the North Carolina State Board of been a leading figure in spearheading Tennessee’s Education by Governor Mike Easley in 2001 and was reappointed by efforts. Prior to joining SCORE, she served for over twelve years Governor Bev Perdue in 2009. As a State Board member, Willoughby in the Tennessee General Assembly in both the House and Senate is Chair of the Globally Competitive Students Committee. (1999-2011). As Chairman of the Senate Education Committee and later as Senate Speaker Pro Tempore, Woodson was a key leader in Tennessee’s First to the Top Act, the largest piece of education reform legislation since 1992. In addition, she sponsored the overhaul of Tennessee’s K-12 education funding formula and led the effort to reform Tennessee’s public charter school laws. Focusing business leaders on the important role of public education for the future of North Carolina and engaging them in using their leadership to build support for sustaining and improving North Carolina’s system of public schools.