IMS February 2019 Quarterly Meeting & Digital Credentials Summit

4 Feb 2019 - 1:10am to 7 Feb 2019 - 1:10am
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IMS Member Meetings
Scottsdale/Tempe, Arizona
4-7 February 2019
SkySong at Arizona State University
5-6 February 2019
DoubleTree by Hilton Hotel Phoenix Tempe
2100 S Priest Drive, Tempe, Arizona 85282
HOTEL RESERVATIONS:  You can make your hotel reservations at the DoubleTree by visiting: Make your reservations by January 11, 2019.


Registration for the IMS Quarterly Meeting & Summit is $450 (IMS members only). Non-IMS members are invited to attend the Digital Credentials Summit on 5-6 February. The cost of the Summit only is $300. Late registration starts on 21 January is $100 extra. Online registration will close on 29 January. Onsite registration is $650 for the Quarterly Meeting and $450 for the Summit only.

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New Models for Education and Talent Development

The annual IMS Digital Credentials Summit brings together leaders from educational institutions, non-traditional learning organizations, government agencies, and technology suppliers to advance a digital credentials ecosystem that will transform the way students and lifelong learners present their knowledge and skills to future employers.

Special Thanks To Our Sponsor

AEFIS logo
Interested in becoming a sponsor? Contact Us for details.

Summit Day 1 – Tuesday, February 5, 2019

Start Time Agenda 

8:30 am 

Welcome and Opening Remarks

  • Rob Abel, Chief Executive Officer, IMS Global

8:45 am 

Opening Keynote: The Power and Potential of Emerging Models in Education and Talent Development

9:30 am

Partners in Talent Development
What new pathways are being developed for learners in the fast-evolving education and talent development sphere? How are barriers being broken down and new networks developing in support of lifelong learning?

  • Moderator: Ryan Davis, CEO, Corporation for a Skilled Workforce
  • Barbara Hins-Turner, Executive Director, Washington State Center of Excellence for Clean Energy
  • David Leaser, Senior Program Executive, Innovation and Growth Initiatives, IBM
  • Jeff King, Executive Director, Center for Excellence in Transformative Teaching and Learning, University of Central Oklahoma

10:30 am


10:45 am

Unlocking Opportunity with Open Standards
Hear a short update on the latest IMS innovations supporting emerging models for education and talent development including an exciting announcement to break down silos.

  • Mark Leuba, Vice President Product Development, IMS Global

11:00 am

IMS Badge Connect - Enabling the Ecosystem
Learners earn quality microcredentials from many issuers along their pathway. See the latest IMS innovation in action as member-suppliers demonstrate Badge Connect, which enables the digital badge ecosystem by allowing learners to designate their preferred host platform to receive and manage a copy of their badges.  

Demonstrations from:

  • Concentric Sky
  • Credly
  • MyMantl from Campus Labs

11:30 am

Embracing Open Standards at Scale 
In the near future student’s records of achievement will travel with them from K-20 and into their working careers, available for a learner to share their verifiable achievements online with others at their discretion. Scaling support for digital credentials toward this bright future of vision requires a robust, reliable infrastructure built on open standards.

  • Alex Kaplan, Global Leader, Strategic Deals, IBM Watson Education at IBM  

12:00 pm


1:00 pm

Is Your Organization Ready for the New U?
In his latest book, A New U: Faster + Cheaper Alternatives to College, Ryan Craig documents the early days of a revolution that will transform—or make obsolete—many colleges and universities. Alternative routes to great first jobs that do not involve a bachelor’s degree are sprouting up all over the place. Bootcamps, income-share programs, apprenticeships, and staffing models are attractive alternatives to great jobs in numerous growing sectors of the economy: coding, healthcare, sales, digital marketing, finance and accounting, insurance, and data analytics. Come and hear Mr. Craig’s analysis and the prescription for the New U.

  • Ryan Craig, Managing Director at University Ventures

1:45 pm

The Evolving Role of the Registrar - Scope and Governance in a Digital Credentials World
With the growth of digital microcredentials and the emergence of a Comprehensive Learner Record that captures a 360-degree view of student achievements crossing academic, co-curricular and extra-curricular domains, institutions face the challenges of governance. The University Registrar, as the natural coordinator for overseeing the institutions' credential processes and products, is responsible to ensure accuracy and security of the record as well as to enforce academic policies. How do registrars embrace this expanded responsibility? What impacts and implications follow? How will the traditional function of transcripting evolve to credentialing, including not only course completion recordsbut the learner's acquired skills and competencies?

  • Moderator: Tom Green, Associate Executive Director, AACRAO
  • Theresa Jacques, Registrar, Michigan Technological University
  • Mary Beth Myers, Assistant Vice Chancellor and Registrar, IUPUI
  • Scott Owczarek, University Registrar, University of Wisconsin Madison

2:45 pm


3:00 pm

Learn from the Leaders 
As educators and corporate chief learning officers guide the increasing transition to digital, skills-based credentials there are inevitably valuable lessons to be learned and preferences among the alternative paths forward. Worldwide, there is no more experienced group of experts than those leading the digital credentialing platforms and IMS has assembled the leading platforms in the space to share their respective wisdom and advice.   

  • Wayne Skipper, Founder and CEO, Concentric Sky
  • Peter Janzow, Credly
  • Matthew Pittinsky, President, Parchment
  • Jim Milton, Executive VP, Portfolium
  • Justin Pitcher, Development Leader, MyMantl from Campus Labs

3:45 pm

Essential Elements for Success of New Models

Leaders in education and workforce share their deep experience, observations, and guidance for moving forward with new education and talent development strategies that count digital credentials as a key building block.

  • (Moderator) Amber Garrison Duncan, Lumina Foundation
  • Sarah Godsey, The American Council on Education
  • Jennifer Mellor, Chief Innovation Officer, Greater Phoenix Chamber of Commerce
  • Scott Cheney, Executive Director, Credential Engine
  • Tom Green, Associate Executive Director, AACRAO

4:45 pm

Day One Closing

Summit Day 2  Wednesday, February 6, 2019

Start Time Agenda
  Track 1 Track 2
9:00 am    

Employer Perspectives on Digital Badges and Learner Records

TheEducation Design Lab's 21st Century Skills badges are a suite of digital badges that represent the most in-demand skills employers are seeking but struggle to identify in college graduates. The Lab created the suite, over a three year period, in collaboration with over 30 employers and 13 institutions and recently published a free toolkit containing curricula and assessments. In only a few months, the toolkit already has 600 members from over 300 colleges, universities, organizations, and businesses around the world who have agreed to use the Lab's framework, language and assessments. The next phase, #TeeUpTheSkills, is aimed at employers to measure the impact on the hiring process. Learn about employers’ perceptions of these badges and other findings to date.

  • Don Fraser, Director of 21st Century Skills Badging, Education Design Lab
  • Asa B. Stone, Ph.D. Presidential Fellow of Micro-Credentialing Central New Mexico Community College
  • Luke Dowden, Ed.D. Chief Online Learning Officer and Associate Vice Chancellor Alamo Colleges District

Redefining What Counts: Building Pathways to HigherEd for Opportunity Youth

What if there was a way for youth to gain work experience, obtain valuable career readiness competencies and make those achievements and how they relate to one another visible and meaningful? What if those achievements flowed along a pathway that earned youth college credentials, job certifications and more? In 2019, LRNG and SNHU will work with leaders, employers, and community members to reimagine the learning ecosystem and create seamless pathways utilizing digital badges to unlock access to learning and opportunity for all youth. We know that fragmented systems are a huge barrier to entry to post-secondary schooling for opportunity youth. The goal of this pathway work is to create frictionless transitions between the LRNG ecosystem and that of SNHU and higher education for young people. Always with an eye toward equity, the goal of this collaboration is to increase the number of opportunity youth attending college and/or accessing successful careers and a living wage. Join digital badging and higher ed leaders for a lively discussion on how we connect opportunity youth to higher education with badges and pathways.

  • Megan Madel, VP of Product Management, LRNG
  • Brian Fleming, Executive Director, Sandbox ColLABorative at SNHU
10:00 am    

Employers All In on Digital Credentials

How impactful are digital credentials to global employers? Join panelists from industry-leading employers and employer partners to learn how employers are not only consumers of digital credentials but are devising their own badge programs to fill urgent labor needs. Panelists will address how to create an employment-focused badging infrastructure to attract, engage, develop and retain top talent. Panelists will share success realized, lessons learned and their visions for the future of digital credentials.

  • Rob Shook, Program Director, IBM Training and Skills, IBM
  • Heidi Shoemake, Director of Academic Technology and Communications, Division of Information Systems, The University of Mississippi Medical Center
  • Stephanie Owen, Director Of Education, National Wood Flooring Association
  • Brenda Perea, Director Education and Workforce Strategies, Credly

Competencies as Currency: Is Your Organization Ready?

Corporation for a Skilled Workforce has just launched a center called, The Competency Project with the mission of accelerating the use of competencies as the primary currency people and organizations use in work and learning. Using competencies as the new 'method of exchange' in the labor market will increase opportunities and economic mobility. Technology will enable and accelerate the use of competencies as the currency in the labor market. The Beta Credentials Framework, which was created with Lumina Foundation support is an 8-level competency calibrator that enables leveling of any credential, job description or set of competencies across all industries, disciplines and stakeholders. It is free and open source and is being turned into a digital application and profile bank currently.

  • Katie Hall, Director, The Competency Project, Corporation for Skilled Workforce
11:00 am    

Improving Student and Faculty Success through Comprehensive Learner Records

In higher education, receiving continuous and real-time feedback of learning is essential for students, faculty, and administrators as they strive for success and meet academic goals. To help all students meet their learning goals, educators need to systematically collect and use data to guide instructional decisions in order to guide student growth and achievement. To make the data actionable, they need to be visible to all stakeholders through a structure that supports an ongoing cycle of improvement. This includes collecting data from multiple sources and providing guidance in formulating academic strategies to support lifelong learning and instructional change.

Comprehensive learner records are an effective approach to demonstrating achievement that transcends individual courses and educational experiences. By providing developmentally relevant feedback to students in real-time, comprehensive learner records promote significant student and faculty ownership of learning goals, creating a stronger sense of purpose and curricular meaning. These, in turn, promote more effective student learning and academic performance. Beyond graduation, comprehensive learner records are exportable and therefore can be shared with potential employers as authenticated evidence of student achievement and verified skills, directly connecting learners to employment opportunities.

  • Suzanne Carbonaro, Director of Assessment, Philadelphia College of Pharmacy, University of the Sciences
  • Mustafa Sualp, Founder & CEO, AEFIS
11:30 am    

Talent Stream: From Digital Credentials to Hiring

See the future of hiring: recruiters and hiring managers evaluating candidates based on the contents of their digital credentials and badges! In this proof of concept session “Talent Stream” shows what’s possible with IMS open standard APIs using today’s OBv2 and Comprehensive Learner Record.  

  • Justin Pitcher, Development Manager, MyMantl, Campus Labs
12:00 pm     Lunch
1:00 pm    

Digital Badges at Scale: Statewide Micro-credentials to Achieve Strategic Outcomes

How can strategic goals be met through statewide programs? Learn how two leading state systems of higher education are using digital badges to further student achievement.

Through the Badging Essential Skills for Transfer (B.E.S.T.) initiative, the University System of Maryland's Kirwan Center is working in partnership with Portfolium to address employer perceptions that college graduates lack the skills needed for workplace success.

At SUNY, a system-wide policy sets a new standard for developing high-quality micro-credentials - demonstrated through Open Badges - that recognizes faculty authority over curriculum, requires institutional endorsement, and ensures that credentials are meaningful and in students' best interest (portable, stackable, aligned to standards). The policy recognizes the many uses of micro-credentials and is both flexible and exacting, supporting innovation while assuring quality.

  • MJ Bishop, Associate Vice Chancellor and Director of the William E. Kirwan Center for Academic Innovation, University System of Maryland
  • Cynthia Proctor, Director of Communications & Academic Policy Development, Provost's Office, SUNY System Administration

Digital Credentials in Michigan: A K-to-Career Perspective

The State of Michigan is on a badging odyssey to determine how best to effectively recognize, reward, and represent effective learning for students when and wherever it happens across the kindergarten-to-college-and-career spectrum. The effort is now expanding to include teacher professional development. In this panel conversation, the Michigan Department of Education, the Michigan Afterschool Partnership, and Michigan Virtual will discuss how their coordinated micro-credentialing initiatives have changed the career-ready conversation in the Great Lake State and make the case for Comprehensive Learner Records (CLR) for every student and educator in the Mitten.

  • Michelle Ribant, Director of 21st Century Learning, Michigan Department of Education
  • Jeff McNeal, Educational Consultant, Competency-Based Education, Michigan Department of Education
  • Mary Sutton, Executive Director, Michigan After-School Partnership
  • Ken Dirkin, Director of Online Professional Learning, Michigan Virtual 
2:00 pm    

Rethinking Recognition with Open Badges 2.0: Endorsement and Collaborative Issuing Networks

eCampusOntario is the edtech network of excellence for Ontario's 45 publicly funded colleges and universities. The network has been working with its member institutions and, the Canadian partner of Open Badge Factory (OBF), to "rethink recognition".

This rethink leverages some exciting features of Open Badges 2.0 implemented by OBF's IMS certified technology, such as Alignment and Endorsement, along with other features native to OBF and CanCred, such as collaborative badge issuing. The result is an emerging badge network, where badges converge on a provincial recognition hub, the eCampusOntario Passport. Come see how we're building a regional recognition rethink north of the border!

  • Michel Singh, CTO, eCampusOntario
  • David Porter, CEO, eCampusOntario (tentative)
  • Don Presant, President, CanCred by Learning Agents

Achievement Assertions and Comprehensive Learner Records

This presentation will showcase Georgia Department of Education and the University System of Georgia efforts to work with CBEN, the Credential Engine, and the US Chamber of Commerce's T3 Network to develop a robust, extensible ecosystem to support learner achievement assertions produced as Comprehensive Learner Records.

  • Greg Nadeau, Manager, Public Consulting Group
  • Myk Garn, University System of Georgia
  • Keith Osburn, Georgia Department of Education
  • Nate Otto, Director, Concentric Sky
3:00 pm     Digital Credentials Comparison Report
The Federation of State Medical Boards and Learning Machine Research will be presenting their report surveying the similarities, differences, and potential convergence between various types of digital records (Open Badges, Digital Signatures, Blockcerts, and W3C Verifiable Claims), particularly in regard to security and use cases.
  • Michael Dugan, CIO & SVP Operations, FSMB
  • Cyndi Streun, Assistant VP of Information Services, FSMB
  • Chris Jagers, CEO, Learning Machine

Building a Successful Badge Program

Participants will walk through the steps of developing a badging program during this interactive session that will address design, assessment, and tools.

Leave this session equipped with a toolkit to begin creating, or building upon, your own badging program.

  • Lesley Voigt, Faculty Director, Digital Credentials Institute; Madison College
4:00 pm    


Quarterly Meeting Agenda

Monday – 4 February

8:00 am


9:00 am-12:00 pm


Open Badges

Proctoring Workgroup


Caliper Workgroup

12:00 pm


1:00 pm-5:00 pm

Comprehensive Learner Record

Digital Credentials Executive Board

Computer Adaptive Testing Workgoup

Caliper Workgroup


Wednesday  6 February

8:00 am


9:00 am-12:00 pm



Results Management


12:00 pm


1:00 pm-5:00 pm





Thursday  7 February

8:00 am


9:00 am-12:00 pm

IMS Assessment Work 

Product Steering Committees



12:00 pm


1:00 pm-5:00 pm

IMS Assessment Work 

Product Steering Committees