Agenda | 2023 Engage Summit

Pre-Conference

Monday, June 26

Day 1

Tuesday, June 27

7:00 PM - 10:00 PM

Optional Evening Gathering

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Boxcar Bar + Arcade: 330 West Davie Street, Raleigh, NC 27601

8:00 AM - 9:00 AM

Registration Check In, Badge Pick Up, & Breakfast

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9:15 AM - 9:30 AM

Welcome + Kick Off

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9:30 AM - 10:00 AM

Element451 Keynote with CEO, Ardis Kadiu

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Ardis Kadiu - Founder + CEO, Element451

10:00 AM - 11:00 AM

Keynote #1 - Stan Phelps: Little Things Make the Biggest Difference

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Customer experience today is largely about the little moments. This keynote will equip you with the tools needed to add value or reduce friction in the admissions, enrollment, and post-grad experience. As a result of this session, you'll learn a foolproof process for improving every customer experience at your institution, gain a deeper appreciation for the need to exceed expectations as a team, and improve the experience of every student your team engages. As a result, you'll learn innovative ways to build stronger relationships with students.

Stan Phelps - Keynote Speaker + Writer

Stan is a Forbes Contributor, TEDx Speaker, IBM Futurist, Certified Speaking Professional, and best-selling author of the Goldfish Series. He is also an Instructor for the ANA School of Marketing and Rutgers Business School. A show and tell speaker, Stan empowers audiences to take action that delivers bottom-line impact. He strives to change the paradigm of marketing by encouraging audiences to focus on experiences as the ultimate competitive differentiator. A masterful storyteller who quickly connects with audiences, Stan has delivered keynotes and workshops for Fortune 100 brands, including IBM, Target, and more.

11:15 AM - 12:00 PM

Are You Guilty of Talent Management Malpractice?

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Join us for an inspiring talk on how leveraging people data can help overcome bias in the workplace and inspire high performance. We'll explore how data-driven insights can help identify and address unconscious biases in hiring, promotions, and performance evaluations. By understanding the data, we can create a more equitable and inclusive workplace that create high performing individuals and teams. We'll also discuss real-world examples of companies who have successfully used people data to mitigate bias and drive better business outcomes. Don't miss this opportunity to learn how to use data to create a more engaged and inspired workforce.

Chris Quinn - Co-Founder and President, Imprint Talent Readiness

Chris Quinn is the Co-founder of Imprint Talent Readiness which provides products and services that improve the effectiveness of teams and individuals impacting more than 30,000 professionals since its inception. He led the sales and marketing organization for a rapidly growing Immunodiagnostic business and as the Chief Marketing Officer for a billion dollar plus leading European Medical Diagnostic company. He later led the $200 million division of a Public Biotechnology company as President and Corporate Vice President. Chris’ corporate work experience included American Hospital Supply Corporation, Baxter Healthcare, Idexx Laboratories, Inc. and Bayer.

12:00 PM - 1:00 PM

Lunch

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1:00 PM - 1:50 PM

Track 1: Catching Fire: How to Ignite Marketing with Experience

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Allison Turcio - Assistant Vice President for Enrollment and Marketing, Siena College

Jason Rich - Special Assistant to the President + Director of Marketing and Communications, Siena College

Ned Jones - Vice President for Enrollment Management, Siena College

1:00 PM - 1:50 PM

Track 2: Automating In-House Direct Admissions

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Is your institution not a “fit” for the current direct admission vendor partnership opportunities? Could you have a population of student data that would allow you to create an “in-house” direct admissions program? Southeast Missouri State University has leveraged their Element451 platform to automate creating a degree seeking beginning freshman application for their early college credit student population. During our presentation, we will review the current direct admission vendor relationship opportunities, as well as, highlight how SEMO used this idea to creatively bring the opportunity to hundreds of students already in their database.

Lenell Hahn - Director Of Admissions, Southeast Missouri State University

Joining Southeast Missouri State University’s Office of Admissions in July 2003, Lenell Hahn has 20 years of experience in higher education admissions and recruitment. She has served as director of admissions since January 2013. Lenell provides leadership for the development and implementation of effective strategies to attract, enroll and retain new students and advocate for access to higher education. Over the last 20 years, Lenell has presented at numerous state and national conferences to share her knowledge with other professionals. Leveraging technology in the recruitment and admissions process has been key to the enrollment success Southeast has experienced. Implementing Element451 in 2020 significantly enhanced SEMO’s engagement with future Redhawks through every stage of the funnel.
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Alisa McFerron - Assistant Director Of Admissions, Southeast Missouri State University

‍Alisa McFerron joined Southeast Missouri State University’s Office of Admissions in 2007. She is currently the associate director of admissions. She has managed all procedures related to evaluating and processing domestic applications since 2011 and has maintained the application portion of the CRM since 2014. Alisa has 16 years of knowledge in admissions and student data. Element’s intelligent admissions and customizable application functionality have greatly enhanced the student experience and increased processing efficiencies.

2:00 PM - 2:50 PM

Track 1: AI Driving Enrollment Management - A Review of Tool, Tactics, and Products,
Planning, Communications, and Operations in Student Recruitment

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In the session, Dr. JC Bonilla, NYU Faculty and Global Chief Analytics Officer at VaynerX will review how AI can support the 3 omnipresent forces in enrollment management: planning, communications, and operations. The session will review emerging technologies and trends that educators can use for instrumenting the planning of recruitment cycle, designing and launching modern communications with AI-driven creative, as well as sustaining admissions operations with AI back-office infrastructure.

JC Bonilla - Global Chief Analytics Officer, VaynerX

As Chief Analytics Officer at VaynerMedia, JC oversees the Analytics delivery and practice for next gen measurements across the agency’s global offices. Prior to joining VaynerMedia, JC spent over 20 years building Analytics and Machine Learning strategies across multiple industries including academia, social sector, and CRM technology. Having managed over 500 Advanced Analytics engagements, JC specializes in insight generation for customer intent, human behavior, and content performance. As an academic and thought leader, JC has a PhD in Information System and teaches Analytics at New York University.

2:00 PM - 2:50 PM

Track 2: Maximizing the Web-CRM Connection

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Your website is your digital storefront, and is typically the first touchpoint in the journey of your prospective students. And the web’s greatest companion is your CRM, allowing you to capture leads, engage them, and move them through your enrollment funnel. The CRM and your .edu website combined are the hub and spokes of your marketing stack.
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But there’s so much more to that connection. This session will introduce strategies and tactics for amplifying the web and CRM combination to build a behavioral marketing engine that delivers optimal results.

Mike McGetrick - Principal, Creative and Interactive Services, Spark451

A marketing communications professional and educator with more than 25 years of experience, McGetrick leverages cross-disciplinary experience to solve a wide-array of challenges for our clients.In the course of his career as a marketing agency executive, Michael has worked at numerous New York-based agencies and in motion graphics at Disney Television.Michael is also an adjunct professor in the Art Department at Brooklyn College, where he teaches graphic design, 3D and motion graphic design, and website development and at NYU where he teaches digital marketing. Michael has been a host faculty member for the NAGAP executive professional development workshops on interactive marketing. He holds a Bachelor of Arts in English and art from Brooklyn College and an MSM and MBA from New York University.

3:00 PM - 3:50 PM

Track 1: Higher Ed Content Marketing 3.0: Creators, AI Agents, and Owned Channels — Oh My!

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Remember when your organic Facebook posts reached thousands of prospects? Or when your university admissions blog was a significant driver of new inquries? Content marketing has been a tried and true strategy for higher ed marketing and student recruitment for years now, but the tactics, channels, and mediums are ever-evolving.

In this session, Zach Busekrus from Enrollify will share musings on the assets that higher ed will need in its marketing portfolio for the “third wave” of content marketing — think strategies to leverage creators, building out systems and processes for using AI Agents like ChatGPT, and creating niche media brands to build owned audiences. You’ll leave this session inspired and empowered to craft a 3.0 Content Marketing strategy that helps your team reach its goals.

Zach Busekrus - Founder, Enrollify

3:00 PM - 3:50 PM

Track 2: Breaking The Data Silos: How Element451 Open Data Enables Innovation

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Are you ready to break down the data silos and unleash the power of innovation? Join us to explore how Element451's open APIs and data integration enable better insights and drive innovation. APIs are the key to unlocking innovation, integration, efficiency, flexibility, and a better user experience. By providing developers with access to data and functionality that would otherwise be difficult to obtain, open APIs enable increased innovation and easier integration across multiple systems. This not only saves time and resources but also leads to enhanced user experiences through more intuitive and customized applications.

In this session, we will take a closer look into the Element451 data ecosystem, showcasing how it can help you break down departmental barriers to unlock the power of your data. By leveraging open APIs and integrations, you’ll gain deeper insights into your students and enable more meaningful engagement.

Jacob Patton - Director of Data and Integrations, Element451

Petar Djordjevic - Chief Technology Officer, Element451

Milos Tomic - Software Engineer, Element451

4:00 PM - 5:00 PM

Element451 Customer Panel Q&A

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Achieving student success takes an entire campus community. Join us for a discussion with campus leaders from Florida State College at Jacksonville, Forsyth Technical Community College, RIT Certified, and Southeast Missouri State University on how Element451 contributes to their success. This multi-perspective discussion will explore the use of data and marketing campaigns, navigating staff turnover, and how to get campus buy-in and create institutional cohesion. Plus, a Q&A section will address any questions you may have!

Jacquelyn Thompson, Ed.D. - Associate Vice President for Enrollment Management, Florida State College at Jacksonville

Devin Purgason - Executive Director of Marketing and Student Care, Forsyth Technical Community College

Kristina Faller - Director of Marketing and Brand Experience, RIT Certified

Terrence Izzard -Associate Vice President for Admissions & Recruitment, Tennessee State University

Lenell Hahn - Director of Admissions, Southeast Missouri State University

5:15 PM - 7:00 PM

Happy Hour at Market Hall

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7:00 PM - 9:00 PM

Dinner On Your Own

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9:00 PM

Optional Evening Gathering

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The Pour House Music Hall & Record Shop: 224 S Blount St, Raleigh, NC 27601

8:30 AM - 9:30 AM

Breakfast + Day Two Kick Off

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9:30 AM - 11:00 AM

Product Roadmap with Ardis Kadiu and Eric Range, Element451

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Ardis Kadiu - Founder + CEO, Element451

Eric Range - Vice President of Product, Element451

11:10 AM - 12:30 PM

Keynote #2 - Corinne Hancock: Chaos Advantage

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It’s no secret that working in higher ed can be chaotic. In work and in life, we’re put to the test not when things are going right, but when the unexpected hits. How we react to chaos can be the difference between success and failure, and determine whether our teams come together or completely fall apart. This session will equip you with strategies to use chaos to your advantage. In this session you'll get yourself, your team, and your company chaos ready and learn to stay focused on the mission no matter what is thrown at you. You'll also learn to lead yourself and others through unexpected challenges and uncertainty while emerging out of chaos stronger than ever.

Corinne Hancock, Keynote Speaker + Chaos Coach

Corinne is a Cultural Anthropologist and the former the Director of Clinics and Training Programs for Project C.U.R.E. Corinne is a certified leadership coach and was awarded her honorary Doctorate in Business Administration. She has worked on numerous contracts with the Department of State and Department of Defense, helping develop the next generation of African Leaders and improve healthcare systems in some of the most underserved, war-torn parts of our world. Corinne is also the Founder of The Curiosity Project, a nonprofit organization that provides health and entrepreneurial opportunities in countries where people have limited access to resources. Corinne also co-founded Mountain Freedom Coins, a veteran and woman-owned company that celebrates people’s mountain summit accomplishments with hand-crafted challenge coins.

12:30 PM - 1:30 PM

Lunch + Awards

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1:30 PM - 2:00 PM

Track 1: Interrogate Your Data with AI

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In today's fast-paced world, it's critical to make data-driven decisions to stay ahead of the competition. But are you tired of feeling like you need a PhD to make sense of your data? AI-enabled Insights to the rescue! We’ll show you how to make better-informed decisions throughout the student journey, improving team efficiency and alignment.

Element451’s advanced AI-powered tool, Insights, allows you to ask questions about your data in plain English without the need for technical expertise. With this game-changing feature, you can quickly gain a greater understanding of your enrollment strategies and student engagement.

Jamie Boggs - Senior Engagement Specialist, Element451

Timothy Davis - Engagement Analyst, Element451

1:30 PM - 2:00 PM

Track 2: Mapping the Student Journey

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From enrollment to graduation, every student follows their own unique journey. But with Element451’s Journeys module, you can map their milestones, monitor progress along the way, and offer a helping hand when they need it most. By bringing all the signals together into one system, you can gain a better understanding of each individual student's journey and then leverage the aggregate insights to identify areas for improvement.

In this session, you’ll learn how to leverage the Journeys module and unlock the power of student journey mapping. Join us to find ways to empower your students to succeed on their individual journeys and uncover key insights to impact your entire student body.

Megan Butts - Senior Engagement Analyst, Element451

2:10 PM - 3:00 PM

Track 1: Driving Marketing and Enrollment Efficiency - Moving From Passive to Active Tactics

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If you build it, they will come. Wrong. If you build it, relentlessly market, analyze data, crystallize the value proposition, and sell it....maybe they will come. In the competitive market of higher education, questions of value, affordability, return on investment, and the relevance of education have created a more timid consumer market. This session will cover tactics that help the critical functions of marketing and enrollment move from passive to active.

Joe Sallustio - Senior Vice President, Lindenwood Global & University Strategic Enrollment Management

2:10 PM - 3:00 PM

Track 2: Rise of the Chatbots: Transforming Student Engagement and Success with AI

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It’s time to take your engagement strategies to the next level with the power of AI. We’ll explore the cutting-edge, AI-driven chatbot solution that is transforming the way higher education institutions engage with students — Element451’s BoltBot.

BoltBot, powered by ChatGPT (GPT-4), is set to revolutionize your team’s ability to achieve personalized communications at scale. We’ll dive into incredible use cases and discover how this feature can shift the paradigm from traditional human-first, reactive approaches to digital-first, proactive strategies.

Petar Djorjevic - Chief Technology Officer, Element451

Ardis Kadiu - Founder + CEO, Element451

Eric Range - Vice President of Product, Element451

3:10 PM - 4:00 PM

Track 1: Adding Empathy to Your Comms Plans

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When we build a communications calendar for enrollment, we start with: what do we need to tell them? Usually, it’s a long list of facts and accolades about our institutions, and some steps for them to take. We send this information over and over again, hoping for the best. Yet, how often do we stop and think: what emotions might be coming up for our students this time of year? What else is competing for their attention? What information is actually relevant to them right now?
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In this session, we’ll use empathy mapping as the foundation to understand:
•What information we need to send
•When it’s most relevant
•The context in which your audience is seeing it
•How it should sound and feel
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This approach will not only keep your audiences informed about what’s important, but also support them in their journey and begin to build a connection with your institution.

Day Kibilds - Strategy Director, Ologie
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Day is strategy director at Ologie, focusing primarily on enrollment brand & marketing strategy for educational organizations. In her 12 years in higher education, she has worked in various admissions and advancement roles at Penn State, Cornell, and Western University (Canada). Day speaks regularly about enrollment marketing, email strategy, productivity, stakeholder management, and equity in admissions at global conferences such as CASE, HighEdWeb, Confab, PSE Web, and ContentEd.

3:10 PM -4:00 PM

Track 2: Early Success, Not Early Alerts

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Feeling seen, feeling heard, and feeling welcomed. This is our goal for every enrolled student.Join us for an engaging session that opens the dialogue of how to shift the paradigm from traditional human-first, reactive approaches to proactive strategies with our innovative features. At Element451, we're all about putting the power of AI in your hands to impact student retention. Our goal is to move beyond early alert to early success. We want to empower students by giving them real-time guidance and support when they need it most to help them thrive.

Discover how to leverage tasks for case management, an appointments module for faculty and advisor meetings, journeys for tracking alerts, BoltBot for 24/7 assistance, marketing automation for proactive outreach, and more.We’ll help you empower your student success team to take a proactive approach to student retention. Don't miss out on this critical session and transform your student success strategy.

Ardis Kadiu - Founder + CEO, Element451

Daniella Nordin - Senior Engagement Strategist, Element451

4:00 PM

Wrap Up + Farewell

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8:30 AM - 10:00 AM

Block 1: Element451 Fundamentals - Key Concepts and Features

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This track is geared towards new users of the platform and those who would like to have a refresher on the core concepts and key functionality of the CRM. The workshop will start with an overview of Element451, providing a high-level understanding of its modules and functionalities. Following that, participants will delve into the topic of Contacts Management, where they will learn best practices for creating, searching, and navigating people and organizations. The workshop will also cover personalizing the experience with Bolt Profiles. Lastly, there will be a focus on Segments, exploring the various types of filters and gaining insights into best practices for filter usage and optimization

8:30 AM - 10:00 AM

Block 1: Beyond the Basics -Advanced Concepts and Best Practices

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This track is geared towards advanced users, captains and administrators. If you’re creating workflows, working with the data management module and building processes daily, then this track is for you. During the workshop, participants will have the opportunity to learn about advanced segmentation techniques. This includes understanding advanced filters and effectively combining different filter types to create segments that are both performant and reusable. Additionally, the workshop will cover the topic of Automate Everything, where attendees will discover how to leverage workflows and rules to streamline their tasks and simplify their daily processes. Lastly, participants will delve into the topic of mastering task management, exploring the use of automation, queues, and subtasks to effectively manage their workload.

10:30 AM - 12:00 PM

Block 2: Element451 Fundamentals - Key Concepts and Features

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In the workshop, attendees will receive an introductory course on Event Management in Element451. They will discover the flexibility and power of the platform in effectively managing events and learn valuable techniques to maximize their event management capabilities. Moving forward, the focus will shift to Personalizing Communications, emphasizing the importance of tailored messaging in Element451. Participants will explore features such as Conversations and one-off communications, enabling them to establish meaningful connections with their students. The workshop will also cover Campaign Best Practices, where attendees will learn how to create simple yet effective campaigns using workflows. This segment will provide valuable insights into optimizing campaign strategies within Element451.

10:30 AM - 12:00 PM

Block 2: Beyond the Basics -Advanced Concepts and Best Practices

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Participants will learn how to effectively track students' progress using Journeys. They will also discover best practices for leveraging Packs to create campaigns quickly and efficiently. Additionally, attendees will gain insights into configuring BoltBot for automated inbound communications and optimizing knowledge sources. By the end of the workshop, participants will have valuable strategies and techniques to enhance their student tracking, campaign creation, and communication automation within Element451.

12:00 PM - 1:00 PM

Lunch

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1:00 PM - 3:00 PM

Block 3: Element451 Fundamentals - Key Concepts and Features

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During this workshop, participants will explore effective strategies for managing day-to-day work with Tasks, gaining valuable insights into task creation, management, and automation. The workshop will also focus on exporting and importing contacts, where participants will learn the necessary steps for handling NeedInquiry level items and templates. Lastly, the workshop will explore new features in Element451, such as Appointments, Bolt Copilot, and BoltBot, providing attendees with a comprehensive understanding of the latest enhancements and their potential benefits.

1:00 PM - 3:00 PM

Block 3: Beyond the Basics -Advanced Concepts and Best Practices

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Participants in the workshop will learn best practices for maintaining data hygiene through effective Import/Export techniques, including start mappings and calculated fields. They will also gain a comprehensive understanding of the Element451 data models and their relationships. Additionally, attendees will have the opportunity to explore the latest features in Element451, such as Appointments, Bolt Copilot, and BoltBot, during the session.

2023 Engage Summit | June 27-28

2023 Engage Summit Agenda

A unified student experience

Stronger relationships between staff and students

Element451 is here for you

Meet your

2023 Engage Summit Keynote Speakers

Corinne Hancock

Ardis Kadiu

Stan Phelps

Testimonials

MICHELLE

Testimonials

Jeffery Berry

Testimonials

Mark Crawford

Testimonials

Donald Simpson

2023 Engage Summit | June 27-28

2023 Engage Summit Agenda

A unified student experience

Stronger relationships between staff and students

7:00 PM - 10:00 PM

Optional Evening Gathering

8:00 AM - 9:00 AM

Registration Check In, Badge Pick Up, & Breakfast

9:15 AM - 9:30 AM

Welcome + Kick Off

9:30 AM - 10:00 AM

Element451 Keynote with CEO, Ardis Kadiu

10:00 AM - 11:00 AM

Keynote #1 - Stan Phelps: Little Things Make the Biggest Difference

11:15 AM - 12:00 PM

Are You Guilty of Talent Management Malpractice?

12:00 PM - 1:00 PM

Lunch

1:00 PM - 1:50 PM

Track 1: Catching Fire: How to Ignite Marketing with Experience

1:00 PM - 1:50 PM

Track 2: Automating In-House Direct Admissions

2:00 PM - 2:50 PM

Track 1: AI Driving Enrollment Management - A Review of Tool, Tactics, and Products, Planning, Communications, and Operations in Student Recruitment

2:00 PM - 2:50 PM

Track 2: Maximizing the Web-CRM Connection

3:00 PM - 3:50 PM

Track 1: Higher Ed Content Marketing 3.0: Creators, AI Agents, and Owned Channels — Oh My!

3:00 PM - 3:50 PM

Track 2: Breaking The Data Silos: How Element451 Open Data Enables Innovation

4:00 PM - 5:00 PM

Element451 Customer Panel Q&A

5:15 PM - 7:00 PM

Happy Hour at Market Hall

7:00 PM - 9:00 PM

Dinner On Your Own

9:00 PM

Optional Evening Gathering

8:30 AM - 9:30 AM

Breakfast + Day Two Kick Off

9:30 AM - 11:00 AM

Product Roadmap with Ardis Kadiu and Eric Range, Element451

11:10 AM - 12:30 PM

Keynote #2 - Corinne Hancock: Chaos Advantage

12:30 PM - 1:30 PM

Lunch + Awards

1:30 PM - 2:00 PM

Track 1: Interrogate Your Data with AI

1:30 PM - 2:00 PM

Track 2: Mapping the Student Journey

2:10 PM - 3:00 PM

Track 1: Driving Marketing and Enrollment Efficiency - Moving From Passive to Active Tactics

2:10 PM - 3:00 PM

Track 2: Rise of the Chatbots: Transforming Student Engagement and Success with AI

3:10 PM - 4:00 PM

Track 1: Adding Empathy to Your Comms Plans

3:10 PM -4:00 PM

Track 2: Early Success, Not Early Alerts

4:00 PM

Wrap Up + Farewell

8:30 AM - 10:00 AM

Block 1: Element451 Fundamentals - Key Concepts and Features

8:30 AM - 10:00 AM

Block 1: Beyond the Basics -Advanced Concepts and Best Practices

10:30 AM - 12:00 PM

Block 2: Element451 Fundamentals - Key Concepts and Features

10:30 AM - 12:00 PM

Block 2: Beyond the Basics -Advanced Concepts and Best Practices

12:00 PM - 1:00 PM

Lunch

1:00 PM - 3:00 PM

Block 3: Element451 Fundamentals - Key Concepts and Features

1:00 PM - 3:00 PM

Block 3: Beyond the Basics -Advanced Concepts and Best Practices

Element451 is here for you

Meet your

2023 Engage Summit Keynote Speakers

Corinne Hancock

Ardis Kadiu

Stan Phelps

Track 1: AI Driving Enrollment Management - A Review of Tool, Tactics, and Products,
Planning, Communications, and Operations in Student Recruitment